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: 205,883 shares; 2024Q4: 193,101 shares; 2025Q1: 173,140 shares; 2025Q2: 167,361 shares; 2025Q3: 164,272 shares; 2025Q4: 159,792 shares 159,792 $29.8M 5.51% -4,480 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: 44,217 shares; 2024Q4: 44,226 shares; 2025Q1: 43,162 shares; 2025Q2: 42,506 shares; 2025Q3: 41,757 shares; 2025Q4: 41,726 shares 41,726 $20.2M 3.73% -31 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,637 shares; 2024Q4: 76,832 shares; 2025Q1: 73,522 shares; 2025Q2: 69,418 shares; 2025Q3: 67,278 shares; 2025Q4: 65,370 shares 65,370 $17.8M 3.29% -1,908 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: 42,037 shares; 2024Q4: 41,495 shares; 2025Q1: 40,750 shares; 2025Q2: 40,236 shares; 2025Q3: 39,589 shares; 2025Q4: 38,949 shares 38,949 $13.7M 2.53% -640 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: 181,297 shares; 2024Q4: 179,695 shares; 2025Q1: 178,962 shares; 2025Q2: 179,075 shares; 2025Q3: 176,941 shares; 2025Q4: 175,129 shares 175,129 $12.2M 2.26% -1,812 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: 24,473 shares; 2024Q4: 24,338 shares; 2025Q1: 23,225 shares; 2025Q2: 22,744 shares; 2025Q3: 22,395 shares; 2025Q4: 24,994 shares 24,994 $11.8M 2.19% +2,599 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: 35,515 shares; 2024Q4: 38,167 shares; 2025Q1: 35,800 shares; 2025Q2: 35,929 shares; 2025Q3: 35,659 shares; 2025Q4: 33,314 shares 33,314 $11.5M 2.13% -2,345 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: 32,718 shares; 2024Q4: 31,644 shares; 2025Q1: 30,894 shares; 2025Q2: 30,358 shares; 2025Q3: 30,098 shares; 2025Q4: 30,203 shares 30,203 $9.73M 1.8% +105 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: 13,365 shares; 2024Q4: 13,513 shares; 2025Q1: 11,413 shares; 2025Q2: 11,075 shares; 2025Q3: 11,014 shares; 2025Q4: 11,348 shares 11,348 $7.77M 1.44% +334 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: 12,850 shares; 2024Q4: 12,842 shares; 2025Q1: 12,521 shares; 2025Q2: 12,017 shares; 2025Q3: 12,007 shares; 2025Q4: 11,356 shares 11,356 $7.74M 1.43% -651 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: 13,570 shares; 2024Q4: 13,550 shares; 2025Q1: 13,413 shares; 2025Q2: 14,381 shares; 2025Q3: 14,356 shares; 2025Q4: 14,447 shares 14,447 $7.26M 1.34% +91 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: 37,420 shares; 2024Q4: 37,863 shares; 2025Q1: 37,545 shares; 2025Q2: 37,582 shares; 2025Q3: 37,583 shares; 2025Q4: 37,597 shares 37,597 $6.9M 1.28% +14 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: 62,441 shares; 2024Q4: 63,254 shares; 2025Q1: 62,935 shares; 2025Q2: 67,547 shares; 2025Q3: 66,241 shares; 2025Q4: 63,893 shares 63,893 $6.45M 1.19% -2,348 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,075 shares; 2025Q1: 13,030 shares; 2025Q2: 22,715 shares; 2025Q3: 50,678 shares; 2025Q4: 57,946 shares 57,946 $6.37M 1.18% +7,268 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,867 shares; 2024Q4: 51,293 shares; 2025Q1: 51,985 shares; 2025Q2: 66,492 shares; 2025Q3: 66,421 shares; 2025Q4: 65,406 shares 65,406 $6.01M 1.11% -1,015 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: 22,141 shares; 2024Q4: 19,896 shares; 2025Q1: 18,466 shares; 2025Q2: 17,673 shares; 2025Q3: 17,732 shares; 2025Q4: 17,401 shares 17,401 $5.45M 1.01% -331 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: 19,070 shares; 2024Q4: 18,535 shares; 2025Q1: 17,767 shares; 2025Q2: 15,582 shares; 2025Q3: 15,955 shares; 2025Q4: 16,475 shares 16,475 $5.17M 0.96% +520 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: 70,063 shares; 2024Q4: 70,145 shares; 2025Q1: 68,543 shares; 2025Q2: 67,755 shares; 2025Q3: 67,150 shares; 2025Q4: 64,075 shares 64,075 $4.94M 0.91% -3,075 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: 15,575 shares; 2024Q4: 15,165 shares; 2025Q1: 14,651 shares; 2025Q2: 14,607 shares; 2025Q3: 15,679 shares; 2025Q4: 14,814 shares 14,814 $4.72M 0.87% -865 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,689 shares; 2024Q4: 44,257 shares; 2025Q1: 45,989 shares; 2025Q2: 47,964 shares; 2025Q3: 47,429 shares; 2025Q4: 46,611 shares 46,611 $4.65M 0.86% -818 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: 23,372 shares; 2024Q4: 22,469 shares; 2025Q1: 22,239 shares; 2025Q2: 22,378 shares; 2025Q3: 22,379 shares; 2025Q4: 22,458 shares 22,458 $4.65M 0.86% +79 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: 37,610 shares; 2024Q4: 36,354 shares; 2025Q1: 37,594 shares; 2025Q2: 40,533 shares; 2025Q3: 49,172 shares; 2025Q4: 50,677 shares 50,677 $4.53M 0.84% +1,505 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: 40,768 shares; 2024Q4: 49,560 shares; 2025Q1: 62,420 shares; 2025Q2: 63,421 shares; 2025Q3: 59,344 shares; 2025Q4: 56,722 shares 56,722 $4.52M 0.84% -2,622 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,774 shares; 2024Q4: 24,963 shares; 2025Q1: 22,184 shares; 2025Q2: 23,508 shares; 2025Q3: 27,622 shares; 2025Q4: 45,038 shares 45,038 $4.5M 0.83% +17,416 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,195 shares; 2024Q4: 14,024 shares; 2025Q1: 24,853 shares; 2025Q2: 33,691 shares; 2025Q3: 49,386 shares; 2025Q4: 51,935 shares 51,935 $4.43M 0.82% +2,549 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: 44,774 shares; 2024Q4: 50,311 shares; 2025Q1: 50,566 shares; 2025Q2: 58,734 shares; 2025Q3: 58,262 shares; 2025Q4: 73,055 shares 73,055 $4.18M 0.77% +14,793 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: 61,827 shares; 2024Q4: 72,330 shares; 2025Q1: 75,329 shares; 2025Q2: 86,348 shares; 2025Q3: 85,323 shares; 2025Q4: 82,202 shares 82,202 $4.16M 0.77% -3,121 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,576 shares; 2024Q4: 43,790 shares; 2025Q1: 50,873 shares; 2025Q2: 47,358 shares; 2025Q3: 45,972 shares; 2025Q4: 38,253 shares 38,253 $4.08M 0.75% -7,719 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,108 shares; 2024Q4: 52,984 shares; 2025Q1: 50,712 shares; 2025Q2: 48,691 shares; 2025Q3: 48,132 shares; 2025Q4: 53,405 shares 53,405 $3.96M 0.73% +5,273 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: 31,226 shares; 2024Q4: 31,022 shares; 2025Q1: 30,458 shares; 2025Q2: 29,416 shares; 2025Q3: 29,174 shares; 2025Q4: 28,987 shares 28,987 $3.95M 0.73% -187 Timeline JCPB 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: 30,552 shares; 2024Q4: 38,530 shares; 2025Q1: 43,294 shares; 2025Q2: 49,922 shares; 2025Q3: 55,252 shares; 2025Q4: 81,177 shares 81,177 $3.84M 0.71% +25,925 Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,807 shares; 2024Q4: 15,723 shares; 2025Q1: 17,772 shares; 2025Q2: 20,045 shares; 2025Q3: 21,565 shares; 2025Q4: 35,285 shares 35,285 $3.79M 0.7% +13,720 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: 12,513 shares; 2024Q4: 12,481 shares; 2025Q1: 11,826 shares; 2025Q2: 11,826 shares; 2025Q3: 11,806 shares; 2025Q4: 11,768 shares 11,768 $3.67M 0.68% -38 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: 31,564 shares; 2024Q4: 31,560 shares; 2025Q1: 30,195 shares; 2025Q2: 28,897 shares; 2025Q3: 29,151 shares; 2025Q4: 29,074 shares 29,074 $3.5M 0.65% -77 Timeline BIL 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: 29,262 shares; 2024Q4: 45,650 shares; 2025Q1: 46,427 shares; 2025Q2: 50,305 shares; 2025Q3: 42,735 shares; 2025Q4: 38,116 shares 38,116 $3.48M 0.64% -4,619 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: 26,451 shares; 2024Q4: 27,335 shares; 2025Q1: 26,481 shares; 2025Q2: 26,179 shares; 2025Q3: 26,118 shares; 2025Q4: 26,118 shares 26,118 $3.47M 0.64% 0 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,608 shares; 2024Q4: 5,804 shares; 2025Q1: 5,299 shares; 2025Q2: 5,314 shares; 2025Q3: 5,295 shares; 2025Q4: 5,080 shares 5,080 $3.44M 0.64% -215 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: 13,382 shares; 2024Q4: 14,589 shares; 2025Q1: 13,913 shares; 2025Q2: 13,481 shares; 2025Q3: 14,208 shares; 2025Q4: 14,746 shares 14,746 $3.4M 0.63% +538 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,336 shares; 2024Q4: 41,856 shares; 2025Q1: 42,582 shares; 2025Q2: 44,449 shares; 2025Q3: 44,157 shares; 2025Q4: 42,912 shares 42,912 $3.38M 0.63% -1,245 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,587 shares; 2024Q4: 29,484 shares; 2025Q1: 29,992 shares; 2025Q2: 32,800 shares; 2025Q3: 30,611 shares; 2025Q4: 29,078 shares 29,078 $3.31M 0.61% -1,533 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: 7,995 shares; 2024Q4: 7,937 shares; 2025Q1: 7,722 shares; 2025Q2: 7,678 shares; 2025Q3: 7,686 shares; 2025Q4: 7,593 shares 7,593 $3.24M 0.6% -93 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: 43,830 shares; 2024Q4: 50,885 shares; 2025Q1: 54,926 shares; 2025Q2: 60,216 shares; 2025Q3: 58,938 shares; 2025Q4: 63,052 shares 63,052 $3.22M 0.6% +4,114 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: 24,245 shares; 2024Q4: 24,389 shares; 2025Q1: 23,679 shares; 2025Q2: 22,623 shares; 2025Q3: 22,609 shares; 2025Q4: 20,941 shares 20,941 $3.19M 0.59% -1,668 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: 28,022 shares; 2024Q4: 27,366 shares; 2025Q1: 25,431 shares; 2025Q2: 22,913 shares; 2025Q3: 26,632 shares; 2025Q4: 28,501 shares 28,501 $3.18M 0.59% +1,869 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: 66,926 shares; 2024Q4: 66,287 shares; 2025Q1: 64,022 shares; 2025Q2: 62,151 shares; 2025Q3: 64,432 shares; 2025Q4: 60,011 shares 60,011 $3.17M 0.59% -4,421 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: 28,096 shares; 2024Q4: 28,770 shares; 2025Q1: 31,656 shares; 2025Q2: 36,885 shares; 2025Q3: 39,246 shares; 2025Q4: 42,967 shares 42,967 $3.16M 0.58% +3,721 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,879 shares; 2024Q4: 22,193 shares; 2025Q1: 29,295 shares; 2025Q2: 32,739 shares; 2025Q3: 36,662 shares; 2025Q4: 42,136 shares 42,136 $3.01M 0.56% +5,474 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: 9,413 shares; 2024Q4: 9,386 shares; 2025Q1: 9,337 shares; 2025Q2: 9,340 shares; 2025Q3: 9,360 shares; 2025Q4: 8,384 shares 8,384 $2.95M 0.54% -976 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: 26,736 shares; 2024Q4: 30,377 shares; 2025Q1: 30,773 shares; 2025Q2: 30,913 shares; 2025Q3: 29,784 shares; 2025Q4: 27,267 shares 27,267 $2.87M 0.53% -2,517 Timeline BAB 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: 109,784 shares; 2024Q4: 92,774 shares; 2025Q1: 90,372 shares; 2025Q2: 86,140 shares; 2025Q3: 85,755 shares; 2025Q4: 104,654 shares 104,654 $2.85M 0.53% +18,899 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: 12,066 shares; 2024Q4: 12,476 shares; 2025Q1: 13,141 shares; 2025Q2: 13,361 shares; 2025Q3: 13,801 shares; 2025Q4: 19,727 shares 19,727 $2.83M 0.52% +5,926 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: 13,359 shares; 2024Q4: 11,260 shares; 2025Q1: 10,098 shares; 2025Q2: 63,782 shares; 2025Q3: 63,587 shares; 2025Q4: 50,473 shares 50,473 $2.78M 0.51% -13,114 Timeline RSPT 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: 38,943 shares; 2024Q4: 43,284 shares; 2025Q1: 46,142 shares; 2025Q2: 44,334 shares; 2025Q3: 50,193 shares; 2025Q4: 60,308 shares 60,308 $2.74M 0.51% +10,115 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: 2,960 shares; 2024Q4: 2,893 shares; 2025Q1: 2,755 shares; 2025Q2: 2,584 shares; 2025Q3: 2,454 shares; 2025Q4: 2,499 shares 2,499 $2.69M 0.5% +45 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: 32,053 shares; 2024Q4: 32,033 shares; 2025Q1: 31,094 shares; 2025Q2: 31,142 shares; 2025Q3: 31,074 shares; 2025Q4: 30,659 shares 30,659 $2.68M 0.5% -415 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: 9,915 shares; 2024Q4: 9,733 shares; 2025Q1: 9,561 shares; 2025Q2: 9,343 shares; 2025Q3: 9,373 shares; 2025Q4: 9,399 shares 9,399 $2.68M 0.5% +26 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: 8,195 shares; 2024Q4: 8,170 shares; 2025Q1: 7,827 shares; 2025Q2: 8,484 shares; 2025Q3: 8,567 shares; 2025Q4: 8,952 shares 8,952 $2.6M 0.48% +385 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: 4,760 shares; 2024Q4: 5,144 shares; 2025Q1: 5,209 shares; 2025Q2: 5,381 shares; 2025Q3: 5,488 shares; 2025Q4: 5,535 shares 5,535 $2.59M 0.48% +47 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: 32,210 shares; 2024Q4: 30,482 shares; 2025Q1: 30,022 shares; 2025Q2: 30,267 shares; 2025Q3: 30,878 shares; 2025Q4: 31,315 shares 31,315 $2.51M 0.46% +437 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 42,511 shares; 2025Q1: 41,444 shares; 2025Q2: 75,427 shares; 2025Q3: 86,387 shares; 2025Q4: 94,246 shares 94,246 $2.5M 0.46% +7,859 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,223 shares; 2024Q4: 8,270 shares; 2025Q1: 8,191 shares; 2025Q2: 8,043 shares; 2025Q3: 8,598 shares; 2025Q4: 8,432 shares 8,432 $2.5M 0.46% -166 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: 25,829 shares; 2024Q4: 25,930 shares; 2025Q1: 29,395 shares; 2025Q2: 32,064 shares; 2025Q3: 37,411 shares; 2025Q4: 37,912 shares 37,912 $2.44M 0.45% +501 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: 47,280 shares; 2024Q4: 48,794 shares; 2025Q1: 47,468 shares; 2025Q2: 44,520 shares; 2025Q3: 40,368 shares; 2025Q4: 36,707 shares 36,707 $2.42M 0.45% -3,661 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: 16,387 shares; 2024Q4: 16,341 shares; 2025Q1: 16,970 shares; 2025Q2: 16,853 shares; 2025Q3: 16,813 shares; 2025Q4: 17,134 shares 17,134 $2.36M 0.44% +321 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,378 shares; 2024Q4: 23,462 shares; 2025Q1: 24,399 shares; 2025Q2: 24,524 shares; 2025Q3: 27,710 shares; 2025Q4: 30,156 shares 30,156 $2.35M 0.43% +2,446 Timeline XLC 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: 12,719 shares; 2024Q4: 20,335 shares; 2025Q1: 20,343 shares; 2025Q2: 19,107 shares; 2025Q3: 19,539 shares; 2025Q4: 19,197 shares 19,197 $2.26M 0.42% -342 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: 5,595 shares; 2024Q4: 5,580 shares; 2025Q1: 5,563 shares; 2025Q2: 5,563 shares; 2025Q3: 5,592 shares; 2025Q4: 5,660 shares 5,660 $2.24M 0.41% +68 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: 94,316 shares; 2024Q4: 92,764 shares; 2025Q1: 93,084 shares; 2025Q2: 101,760 shares; 2025Q3: 101,730 shares; 2025Q4: 89,571 shares 89,571 $2.22M 0.41% -12,159 Timeline DTH 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: 17,894 shares; 2024Q4: 14,108 shares; 2025Q1: 19,426 shares; 2025Q2: 27,321 shares; 2025Q3: 36,051 shares; 2025Q4: 42,743 shares 42,743 $2.21M 0.41% +6,692 Timeline MUNI 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: 34,883 shares; 2024Q4: 32,877 shares; 2025Q1: 36,466 shares; 2025Q2: 36,891 shares; 2025Q3: 34,710 shares; 2025Q4: 41,976 shares 41,976 $2.2M 0.41% +7,266 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM 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: 16,996 shares; 2025Q2: 20,082 shares; 2025Q3: 26,145 shares; 2025Q4: 48,237 shares 48,237 $2.2M 0.41% +22,092 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: 3,320 shares; 2024Q4: 3,413 shares; 2025Q1: 3,159 shares; 2025Q2: 3,644 shares; 2025Q3: 3,644 shares; 2025Q4: 3,853 shares 3,853 $2.2M 0.41% +209 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: 9,833 shares; 2024Q4: 9,765 shares; 2025Q1: 9,324 shares; 2025Q2: 9,059 shares; 2025Q3: 7,306 shares; 2025Q4: 7,359 shares 7,359 $2.18M 0.4% +53 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: 7,928 shares; 2024Q4: 7,824 shares; 2025Q1: 7,784 shares; 2025Q2: 7,784 shares; 2025Q3: 7,600 shares; 2025Q4: 7,545 shares 7,545 $2.18M 0.4% -55 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: 8,363 shares; 2024Q4: 8,250 shares; 2025Q1: 7,599 shares; 2025Q2: 7,251 shares; 2025Q3: 7,026 shares; 2025Q4: 6,919 shares 6,919 $2.15M 0.4% -107 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: 857 shares; 2024Q4: 901 shares; 2025Q1: 857 shares; 2025Q2: 902 shares; 2025Q3: 944 shares; 2025Q4: 22,757 shares 22,757 $2.13M 0.39% +21,813 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: not reported; 2024Q4: 9,405 shares; 2025Q1: 9,291 shares; 2025Q2: 12,788 shares; 2025Q3: 11,659 shares; 2025Q4: 21,413 shares 21,413 $2.12M 0.39% +9,754 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,397 shares; 2024Q4: 34,033 shares; 2025Q1: 28,072 shares; 2025Q2: 22,790 shares; 2025Q3: 20,871 shares; 2025Q4: 20,063 shares 20,063 $2.11M 0.39% -808 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: 19,162 shares; 2024Q4: 18,265 shares; 2025Q1: 23,852 shares; 2025Q2: 24,628 shares; 2025Q3: 21,915 shares; 2025Q4: 19,524 shares 19,524 $2.09M 0.39% -2,391 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,040 shares; 2024Q4: 23,317 shares; 2025Q1: 23,177 shares; 2025Q2: 28,584 shares; 2025Q3: 28,517 shares; 2025Q4: 24,972 shares 24,972 $2.07M 0.38% -3,545 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: 8,148 shares; 2024Q4: 7,931 shares; 2025Q1: 7,755 shares; 2025Q2: 7,897 shares; 2025Q3: 7,897 shares; 2025Q4: 7,766 shares 7,766 $2.04M 0.38% -131 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,420 shares; 2025Q4: 3,589 shares 3,589 $2.03M 0.38% +2,169 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: 8,216 shares; 2024Q4: 9,277 shares; 2025Q1: 8,193 shares; 2025Q2: 6,998 shares; 2025Q3: 7,159 shares; 2025Q4: 9,471 shares 9,471 $2.03M 0.38% +2,312 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: 18,557 shares; 2024Q4: 17,535 shares; 2025Q1: 17,100 shares; 2025Q2: 16,656 shares; 2025Q3: 15,037 shares; 2025Q4: 14,033 shares 14,033 $2.01M 0.37% -1,004 Timeline FEOE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,789 shares; 2025Q3: 29,664 shares; 2025Q4: 41,292 shares 41,292 $2M 0.37% +11,628 Timeline MTBA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN 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: 27,821 shares; 2025Q3: 33,701 shares; 2025Q4: 39,536 shares 39,536 $1.99M 0.37% +5,835 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,296 shares; 2024Q4: 89,212 shares; 2025Q1: 87,525 shares; 2025Q2: 79,982 shares; 2025Q3: 77,870 shares; 2025Q4: 109,209 shares 109,209 $1.99M 0.37% +31,339 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,172 shares; 2024Q4: 13,077 shares; 2025Q1: 13,122 shares; 2025Q2: 12,218 shares; 2025Q3: 11,582 shares; 2025Q4: 11,487 shares 11,487 $1.96M 0.36% -95 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: 6,763 shares; 2024Q4: 6,633 shares; 2025Q1: 6,405 shares; 2025Q2: 6,218 shares; 2025Q3: 6,075 shares; 2025Q4: 8,911 shares 8,911 $1.96M 0.36% +2,836 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,108 shares; 2024Q4: 13,840 shares; 2025Q1: 15,276 shares; 2025Q2: 15,629 shares; 2025Q3: 20,491 shares; 2025Q4: 20,795 shares 20,795 $1.94M 0.36% +304 Timeline CSM PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,234 shares; 2024Q4: 8,541 shares; 2025Q1: 12,963 shares; 2025Q2: 12,860 shares; 2025Q3: 13,467 shares; 2025Q4: 24,066 shares 24,066 $1.92M 0.35% +10,599 Timeline LMBS 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: 28,683 shares; 2024Q4: 36,324 shares; 2025Q1: 39,374 shares; 2025Q2: 41,085 shares; 2025Q3: 39,438 shares; 2025Q4: 38,159 shares 38,159 $1.91M 0.35% -1,279 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,262 shares; 2025Q3: 1,713 shares; 2025Q4: 2,308 shares 2,308 $1.87M 0.35% +595 Timeline PNFP PINNACLE FINANCIAL PARTNERS More: the full row for PINNACLE FINANCIAL PARTNERS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,550 shares; 2024Q4: 18,718 shares; 2025Q1: 18,302 shares; 2025Q2: 18,124 shares; 2025Q3: 21,876 shares; 2025Q4: 19,217 shares 19,217 $1.83M 0.34% -2,659 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: 19,130 shares; 2024Q4: 18,958 shares; 2025Q1: 18,786 shares; 2025Q2: 18,652 shares; 2025Q3: 17,947 shares; 2025Q4: 17,029 shares 17,029 $1.8M 0.33% -918 Timeline QAI NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,537 shares; 2024Q4: 9,711 shares; 2025Q1: 10,232 shares; 2025Q2: 12,808 shares; 2025Q3: 22,757 shares; 2025Q4: 53,202 shares 53,202 $1.78M 0.33% +30,445 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: 52,597 shares; 2024Q4: 52,405 shares; 2025Q1: 50,624 shares; 2025Q2: 50,575 shares; 2025Q3: 50,540 shares; 2025Q4: 52,391 shares 52,391 $1.68M 0.31% +1,851 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: 12,276 shares; 2025Q2: 15,484 shares; 2025Q3: 18,157 shares; 2025Q4: 20,254 shares 20,254 $1.65M 0.31% +2,097 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,798 shares; 2024Q4: 6,523 shares; 2025Q1: 6,407 shares; 2025Q2: 7,010 shares; 2025Q3: 7,686 shares; 2025Q4: 7,397 shares 7,397 $1.65M 0.31% -289 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: not reported; 2024Q4: 1,281 shares; 2025Q1: 1,306 shares; 2025Q2: 2,242 shares; 2025Q3: 3,116 shares; 2025Q4: 2,524 shares 2,524 $1.65M 0.31% -592 Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,150 shares; 2024Q4: 32,854 shares; 2025Q1: 30,903 shares; 2025Q2: 29,687 shares; 2025Q3: 23,083 shares; 2025Q4: 22,644 shares 22,644 $1.61M 0.3% -439 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,074 shares; 2024Q4: 68,188 shares; 2025Q1: 60,781 shares; 2025Q2: 60,781 shares; 2025Q3: 60,781 shares; 2025Q4: 59,196 shares 59,196 $1.6M 0.3% -1,585 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: 12,087 shares; 2024Q4: 12,118 shares; 2025Q1: 12,416 shares; 2025Q2: 12,202 shares; 2025Q3: 12,761 shares; 2025Q4: 11,148 shares 11,148 $1.6M 0.3% -1,613 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: 8,185 shares; 2024Q4: 8,133 shares; 2025Q1: 7,722 shares; 2025Q2: 7,956 shares; 2025Q3: 8,925 shares; 2025Q4: 8,307 shares 8,307 $1.59M 0.29% -618 Timeline DJP BARCLAYS BANK PLC More: the full row for BARCLAYS BANK 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: 18,589 shares; 2025Q3: 22,126 shares; 2025Q4: 41,659 shares 41,659 $1.57M 0.29% +19,533 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: 6,190 shares; 2024Q4: 6,086 shares; 2025Q1: 5,893 shares; 2025Q2: 5,688 shares; 2025Q3: 5,601 shares; 2025Q4: 6,048 shares 6,048 $1.55M 0.29% +447 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: 10,219 shares; 2024Q4: 10,283 shares; 2025Q1: 15,849 shares; 2025Q2: 16,444 shares; 2025Q3: 16,359 shares; 2025Q4: 18,055 shares 18,055 $1.51M 0.28% +1,696 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: 28,441 shares; 2024Q4: 28,385 shares; 2025Q1: 28,145 shares; 2025Q2: 25,257 shares; 2025Q3: 25,136 shares; 2025Q4: 25,136 shares 25,136 $1.51M 0.28% 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: 15,200 shares; 2024Q4: 14,517 shares; 2025Q1: 13,956 shares; 2025Q2: 13,586 shares; 2025Q3: 12,513 shares; 2025Q4: 10,160 shares 10,160 $1.51M 0.28% -2,353 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: 3,070 shares; 2024Q4: 7,262 shares; 2025Q1: 7,211 shares; 2025Q2: 7,198 shares; 2025Q3: 8,494 shares; 2025Q4: 8,079 shares 8,079 $1.49M 0.28% -415 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,648 shares; 2024Q4: 8,687 shares; 2025Q1: 8,464 shares; 2025Q2: 8,034 shares; 2025Q3: 10,909 shares; 2025Q4: 9,643 shares 9,643 $1.45M 0.27% -1,266 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: 13,345 shares; 2024Q4: 12,919 shares; 2025Q1: 12,179 shares; 2025Q2: 12,333 shares; 2025Q3: 12,357 shares; 2025Q4: 12,361 shares 12,361 $1.45M 0.27% +4 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: 12,082 shares; 2024Q4: 12,123 shares; 2025Q1: 12,336 shares; 2025Q2: 12,618 shares; 2025Q3: 15,214 shares; 2025Q4: 14,821 shares 14,821 $1.42M 0.26% -393 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: 26,707 shares; 2024Q4: 27,190 shares; 2025Q1: 27,482 shares; 2025Q2: 27,234 shares; 2025Q3: 27,035 shares; 2025Q4: 27,189 shares 27,189 $1.3M 0.24% +154 Timeline FRDM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,339 shares 25,339 $1.3M 0.24% new Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73 shares; 2024Q4: 223 shares; 2025Q1: 306 shares; 2025Q2: 341 shares; 2025Q3: 342 shares; 2025Q4: 377 shares 377 $1.28M 0.24% +35 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: 9,051 shares; 2024Q4: 8,804 shares; 2025Q1: 8,189 shares; 2025Q2: 7,951 shares; 2025Q3: 8,261 shares; 2025Q4: 8,271 shares 8,271 $1.27M 0.23% +10 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,277 shares; 2024Q4: 30,802 shares; 2025Q1: 28,190 shares; 2025Q2: 26,866 shares; 2025Q3: 25,319 shares; 2025Q4: 25,251 shares 25,251 $1.24M 0.23% -68 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: 11,022 shares; 2024Q4: 10,492 shares; 2025Q1: 10,135 shares; 2025Q2: 9,732 shares; 2025Q3: 8,398 shares; 2025Q4: 6,296 shares 6,296 $1.23M 0.23% -2,102 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: 5,679 shares; 2024Q4: 5,961 shares; 2025Q1: 5,628 shares; 2025Q2: 4,613 shares; 2025Q3: 4,163 shares; 2025Q4: 3,692 shares 3,692 $1.22M 0.23% -471 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: 8,092 shares; 2024Q4: 8,057 shares; 2025Q1: 7,429 shares; 2025Q2: 7,100 shares; 2025Q3: 6,613 shares; 2025Q4: 5,003 shares 5,003 $1.21M 0.22% -1,610 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: 6,980 shares; 2024Q4: 8,927 shares; 2025Q1: 9,475 shares; 2025Q2: 7,612 shares; 2025Q3: 7,248 shares; 2025Q4: 6,022 shares 6,022 $1.17M 0.22% -1,226 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,609 shares; 2024Q4: 11,869 shares; 2025Q1: 12,535 shares; 2025Q2: 13,007 shares; 2025Q3: 11,603 shares; 2025Q4: 12,805 shares 12,805 $1.17M 0.22% +1,202 Timeline FPX FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,967 shares; 2024Q4: 3,063 shares; 2025Q1: 3,165 shares; 2025Q2: 3,011 shares; 2025Q3: 4,107 shares; 2025Q4: 7,113 shares 7,113 $1.16M 0.22% +3,006 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,549 shares 25,549 $1.16M 0.21% new Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,614 shares 9,614 $1.15M 0.21% new 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: 21,269 shares; 2024Q4: 23,593 shares; 2025Q1: 24,697 shares; 2025Q2: 27,272 shares; 2025Q3: 28,416 shares; 2025Q4: 28,046 shares 28,046 $1.14M 0.21% -370 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,891 shares; 2024Q4: 1,870 shares; 2025Q1: 1,843 shares; 2025Q2: 2,006 shares; 2025Q3: 1,962 shares; 2025Q4: 1,964 shares 1,964 $1.12M 0.21% +2 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,179 shares; 2024Q4: 16,793 shares; 2025Q1: 16,461 shares; 2025Q2: 16,604 shares; 2025Q3: 16,712 shares; 2025Q4: 14,229 shares 14,229 $1.12M 0.21% -2,483 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: 7,203 shares; 2024Q4: 7,211 shares; 2025Q1: 7,323 shares; 2025Q2: 7,708 shares; 2025Q3: 7,712 shares; 2025Q4: 7,874 shares 7,874 $1.11M 0.21% +162 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,010 shares; 2024Q4: 14,462 shares; 2025Q1: 13,222 shares; 2025Q2: 12,582 shares; 2025Q3: 12,522 shares; 2025Q4: 12,440 shares 12,440 $1.11M 0.21% -82 Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,723 shares; 2025Q1: 2,988 shares; 2025Q2: 2,544 shares; 2025Q3: 6,887 shares; 2025Q4: 12,270 shares 12,270 $1.1M 0.2% +5,383 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: 4,881 shares; 2024Q4: 4,898 shares; 2025Q1: 3,263 shares; 2025Q2: 3,170 shares; 2025Q3: 3,104 shares; 2025Q4: 2,955 shares 2,955 $1.1M 0.2% -149 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: 7,870 shares; 2024Q4: 9,668 shares; 2025Q1: 9,715 shares; 2025Q2: 9,280 shares; 2025Q3: 9,099 shares; 2025Q4: 9,024 shares 9,024 $1.1M 0.2% -75 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: 15,800 shares; 2024Q4: 15,439 shares; 2025Q1: 14,899 shares; 2025Q2: 14,909 shares; 2025Q3: 14,919 shares; 2025Q4: 13,614 shares 13,614 $1.08M 0.2% -1,305 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,450 shares 8,450 $1.06M 0.2% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,288 shares 19,288 $1.04M 0.19% new Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,145 shares; 2024Q4: 17,799 shares; 2025Q1: 17,412 shares; 2025Q2: 14,495 shares; 2025Q3: 13,717 shares; 2025Q4: 10,343 shares 10,343 $1M 0.19% -3,374 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: 5,608 shares; 2024Q4: 5,007 shares; 2025Q1: 4,995 shares; 2025Q2: 5,023 shares; 2025Q3: 4,860 shares; 2025Q4: 4,754 shares 4,754 $1000K 0.18% -106 Timeline BXMX NUVEEN S&P 500 BUY-WRITE INCOM More: the full row for NUVEEN S&P 500 BUY-WRITE INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,484 shares; 2024Q4: 61,401 shares; 2025Q1: 58,645 shares; 2025Q2: 58,215 shares; 2025Q3: 57,469 shares; 2025Q4: 67,086 shares 67,086 $986K 0.18% +9,617 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: 5,036 shares; 2024Q4: 5,543 shares; 2025Q1: 5,638 shares; 2025Q2: 6,154 shares; 2025Q3: 5,536 shares; 2025Q4: 5,000 shares 5,000 $976K 0.18% -536 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,550 shares; 2024Q4: 4,134 shares; 2025Q1: 4,178 shares; 2025Q2: 4,184 shares; 2025Q3: 4,398 shares; 2025Q4: 4,572 shares 4,572 $969K 0.18% +174 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: 8,670 shares; 2024Q4: 8,220 shares; 2025Q1: 7,963 shares; 2025Q2: 7,636 shares; 2025Q3: 9,133 shares; 2025Q4: 7,457 shares 7,457 $962K 0.18% -1,676 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: 7,741 shares; 2024Q4: 7,615 shares; 2025Q1: 7,551 shares; 2025Q2: 7,733 shares; 2025Q3: 7,663 shares; 2025Q4: 7,500 shares 7,500 $940K 0.17% -163 Timeline XMMO 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: 6,379 shares; 2024Q4: 6,666 shares; 2025Q1: 6,694 shares; 2025Q2: 6,418 shares; 2025Q3: 6,315 shares; 2025Q4: 6,773 shares 6,773 $938K 0.17% +458 Timeline SPHD 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: 21,890 shares; 2024Q4: 25,013 shares; 2025Q1: 24,862 shares; 2025Q2: 25,312 shares; 2025Q3: 25,511 shares; 2025Q4: 19,409 shares 19,409 $932K 0.17% -6,102 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,539 shares; 2024Q4: 1,731 shares; 2025Q1: 1,621 shares; 2025Q2: 1,560 shares; 2025Q3: 1,509 shares; 2025Q4: 1,509 shares 1,509 $927K 0.17% 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: 18,835 shares; 2024Q4: 15,100 shares; 2025Q1: 15,010 shares; 2025Q2: 15,544 shares; 2025Q3: 15,431 shares; 2025Q4: 15,203 shares 15,203 $891K 0.16% -228 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: 8,104 shares; 2024Q4: 17,650 shares; 2025Q1: 17,137 shares; 2025Q2: 13,980 shares; 2025Q3: 13,390 shares; 2025Q4: 14,841 shares 14,841 $889K 0.16% +1,451 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: 12,075 shares; 2024Q4: 11,754 shares; 2025Q1: 11,109 shares; 2025Q2: 9,830 shares; 2025Q3: 9,230 shares; 2025Q4: 8,291 shares 8,291 $850K 0.16% -939 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,450 shares; 2024Q4: 6,185 shares; 2025Q1: 5,457 shares; 2025Q2: 4,556 shares; 2025Q3: 4,316 shares; 2025Q4: 5,922 shares 5,922 $836K 0.15% +1,606 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: 1,541 shares; 2024Q4: 1,541 shares; 2025Q1: 1,481 shares; 2025Q2: 1,815 shares; 2025Q3: 1,610 shares; 2025Q4: 2,488 shares 2,488 $834K 0.15% +878 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: 11,644 shares; 2024Q4: 11,046 shares; 2025Q1: 10,057 shares; 2025Q2: 10,059 shares; 2025Q3: 8,212 shares; 2025Q4: 8,326 shares 8,326 $823K 0.15% +114 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: 2,520 shares; 2024Q4: 2,526 shares; 2025Q1: 4,086 shares; 2025Q2: 4,057 shares; 2025Q3: 4,372 shares; 2025Q4: 4,251 shares 4,251 $812K 0.15% -121 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,213 shares 9,213 $803K 0.15% new Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,054 shares; 2024Q4: 3,628 shares; 2025Q1: 4,133 shares; 2025Q2: 3,740 shares; 2025Q3: 3,991 shares; 2025Q4: 6,591 shares 6,591 $787K 0.15% +2,600 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: 2,629 shares; 2024Q4: 2,413 shares; 2025Q1: 2,284 shares; 2025Q2: 2,273 shares; 2025Q3: 2,186 shares; 2025Q4: 2,172 shares 2,172 $748K 0.14% -14 Timeline AMRZ AMRIZE LTD More: the full row for AMRIZE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,744 shares; 2025Q4: 13,785 shares 13,785 $746K 0.14% +2,041 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: 15,179 shares 15,179 $737K 0.14% new Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,378 shares 11,378 $732K 0.14% new 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: 8,753 shares; 2024Q4: 6,339 shares; 2025Q1: 5,947 shares; 2025Q2: 6,109 shares; 2025Q3: 6,125 shares; 2025Q4: 5,600 shares 5,600 $731K 0.14% -525 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: 4,738 shares; 2024Q4: 5,553 shares; 2025Q1: 5,443 shares; 2025Q2: 4,109 shares; 2025Q3: 3,878 shares; 2025Q4: 4,615 shares 4,615 $714K 0.13% +737 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: 2,593 shares; 2024Q4: 2,642 shares; 2025Q1: 2,268 shares; 2025Q2: 2,225 shares; 2025Q3: 1,752 shares; 2025Q4: 1,455 shares 1,455 $704K 0.13% -297 Timeline STIP 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: 8,078 shares; 2025Q1: 12,114 shares; 2025Q2: 12,696 shares; 2025Q3: 20,260 shares; 2025Q4: 6,780 shares 6,780 $694K 0.13% -13,480 Timeline HST HOST HOTELS & RESORTS INC More: the full row for HOST HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,124 shares; 2024Q4: 17,692 shares; 2025Q1: 13,232 shares; 2025Q2: 35,565 shares; 2025Q3: 46,504 shares; 2025Q4: 38,139 shares 38,139 $676K 0.13% -8,365 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: 6,928 shares; 2024Q4: 7,106 shares; 2025Q1: 7,074 shares; 2025Q2: 5,067 shares; 2025Q3: 5,702 shares; 2025Q4: 7,731 shares 7,731 $674K 0.12% +2,029 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: 27,893 shares; 2024Q4: 23,893 shares; 2025Q1: 22,293 shares; 2025Q2: 14,633 shares; 2025Q3: 11,583 shares; 2025Q4: 28,306 shares 28,306 $671K 0.12% +16,723 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL 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: 673 shares; 2025Q4: 2,929 shares 2,929 $662K 0.12% +2,256 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,570 shares; 2024Q4: 15,469 shares; 2025Q1: 13,725 shares; 2025Q2: 10,447 shares; 2025Q3: 7,788 shares; 2025Q4: 6,372 shares 6,372 $660K 0.12% -1,416 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,416 shares; 2024Q4: 1,416 shares; 2025Q1: 1,439 shares; 2025Q2: 1,489 shares; 2025Q3: 1,489 shares; 2025Q4: 1,704 shares 1,704 $630K 0.12% +215 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,981 shares; 2025Q1: 4,334 shares; 2025Q2: 4,736 shares; 2025Q3: 4,988 shares; 2025Q4: 5,374 shares 5,374 $627K 0.12% +386 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,014 shares; 2024Q4: 9,088 shares; 2025Q1: 8,663 shares; 2025Q2: 9,684 shares; 2025Q3: 9,927 shares; 2025Q4: 9,864 shares 9,864 $623K 0.12% -63 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: 1,070 shares; 2024Q4: 997 shares; 2025Q1: 997 shares; 2025Q2: 992 shares; 2025Q3: 957 shares; 2025Q4: 1,583 shares 1,583 $612K 0.11% +626 Timeline JPUS 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: 3,184 shares; 2024Q4: 3,764 shares; 2025Q1: 3,764 shares; 2025Q2: 4,878 shares; 2025Q3: 5,527 shares; 2025Q4: 4,865 shares 4,865 $603K 0.11% -662 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,683 shares; 2024Q4: 19,365 shares; 2025Q1: 19,365 shares; 2025Q2: 18,396 shares; 2025Q3: 11,718 shares; 2025Q4: 11,518 shares 11,518 $589K 0.11% -200 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: 1,655 shares; 2024Q4: 1,655 shares; 2025Q1: 1,655 shares; 2025Q2: 1,812 shares; 2025Q3: 1,676 shares; 2025Q4: 1,893 shares 1,893 $583K 0.11% +217 Timeline JVAL J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,533 shares; 2024Q4: 13,015 shares; 2025Q1: 12,918 shares; 2025Q2: 12,118 shares; 2025Q3: 12,009 shares; 2025Q4: 11,838 shares 11,838 $581K 0.11% -171 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,649 shares 8,649 $581K 0.11% new Timeline GOVT 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: 14,027 shares; 2024Q4: 18,112 shares; 2025Q1: 18,371 shares; 2025Q2: 14,254 shares; 2025Q3: 27,303 shares; 2025Q4: 25,152 shares 25,152 $579K 0.11% -2,151 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: 3,016 shares; 2024Q4: 3,029 shares; 2025Q1: 2,591 shares; 2025Q2: 2,305 shares; 2025Q3: 2,277 shares; 2025Q4: 1,862 shares 1,862 $566K 0.1% -415 Timeline CAVA CAVA GROUP INC More: the full row for CAVA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,616 shares 9,616 $564K 0.1% new Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,841 shares; 2024Q4: 4,391 shares; 2025Q1: 4,390 shares; 2025Q2: 5,921 shares; 2025Q3: 6,326 shares; 2025Q4: 13,066 shares 13,066 $558K 0.1% +6,740 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,822 shares 3,822 $548K 0.1% new Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,960 shares 5,960 $544K 0.1% new Timeline TTEK TETRA TECH INC NEW More: the full row for TETRA TECH INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,364 shares; 2025Q1: 21,113 shares; 2025Q2: 21,616 shares; 2025Q3: 25,247 shares; 2025Q4: 15,997 shares 15,997 $537K 0.1% -9,250 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,099 shares; 2025Q4: 8,555 shares 8,555 $534K 0.1% +456 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,324 shares; 2024Q4: 9,767 shares; 2025Q1: 7,338 shares; 2025Q2: 6,649 shares; 2025Q3: 6,587 shares; 2025Q4: 6,454 shares 6,454 $532K 0.1% -133 Timeline JMOM 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: 8,753 shares; 2024Q4: 8,830 shares; 2025Q1: 8,364 shares; 2025Q2: 8,364 shares; 2025Q3: 8,174 shares; 2025Q4: 7,801 shares 7,801 $532K 0.1% -373 Timeline IGM 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: 4,110 shares; 2024Q4: 4,110 shares; 2025Q1: 4,110 shares; 2025Q2: 4,110 shares; 2025Q3: 4,110 shares; 2025Q4: 4,110 shares 4,110 $531K 0.1% 0 Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS 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: 3,453 shares 3,453 $529K 0.1% new Timeline BBJP J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,880 shares 7,880 $519K 0.1% new Timeline RH RH More: the full row for RH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,888 shares 2,888 $517K 0.1% new Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,735 shares; 2024Q4: not reported; 2025Q1: 2,451 shares; 2025Q2: 2,408 shares; 2025Q3: 2,248 shares; 2025Q4: 2,269 shares 2,269 $516K 0.1% +21 Timeline RDDT REDDIT INC More: the full row for REDDIT 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: 2,289 shares; 2025Q3: 4,170 shares; 2025Q4: 2,223 shares 2,223 $511K 0.09% -1,947 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,018 shares 2,018 $509K 0.09% new 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: 5,498 shares; 2024Q4: 5,041 shares; 2025Q1: 4,947 shares; 2025Q2: 4,828 shares; 2025Q3: 4,838 shares; 2025Q4: 5,280 shares 5,280 $507K 0.09% +442 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: 6,439 shares; 2024Q4: 6,579 shares; 2025Q1: 6,093 shares; 2025Q2: 6,111 shares; 2025Q3: 5,886 shares; 2025Q4: 5,353 shares 5,353 $504K 0.09% -533 Timeline PRMB PRIMO BRANDS CORPORATION More: the full row for PRIMO BRANDS CORPORATION 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: 30,736 shares 30,736 $503K 0.09% new 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: 10,220 shares; 2024Q4: 7,428 shares; 2025Q1: 6,070 shares; 2025Q2: 5,776 shares; 2025Q3: 5,412 shares; 2025Q4: 5,364 shares 5,364 $502K 0.09% -48 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: 3,696 shares; 2024Q4: 3,772 shares; 2025Q1: 3,069 shares; 2025Q2: 1,807 shares; 2025Q3: 1,496 shares; 2025Q4: 1,865 shares 1,865 $500K 0.09% +369 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,500 shares; 2024Q4: 1,872 shares; 2025Q1: 1,662 shares; 2025Q2: 2,307 shares; 2025Q3: 2,380 shares; 2025Q4: 2,944 shares 2,944 $494K 0.09% +564 Timeline LINE LINEAGE INC More: the full row for LINEAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,847 shares 13,847 $485K 0.09% new 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: 3,767 shares; 2024Q4: 3,538 shares; 2025Q1: 3,294 shares; 2025Q2: 3,935 shares; 2025Q3: 3,792 shares; 2025Q4: 3,795 shares 3,795 $484K 0.09% +3 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,156 shares 9,156 $481K 0.09% new Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,511 shares; 2024Q4: 7,394 shares; 2025Q1: 7,394 shares; 2025Q2: 7,409 shares; 2025Q3: 7,468 shares; 2025Q4: 7,918 shares 7,918 $475K 0.09% +450 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,785 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,578 shares 3,578 $475K 0.09% new Timeline RLI RLI CORP More: the full row for RLI 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: 7,395 shares 7,395 $473K 0.09% new Timeline RHI ROBERT HALF INC. More: the full row for ROBERT HALF 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: 17,189 shares 17,189 $467K 0.09% new Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,231 shares; 2024Q4: 6,480 shares; 2025Q1: 6,480 shares; 2025Q2: 6,480 shares; 2025Q3: 5,930 shares; 2025Q4: 5,930 shares 5,930 $460K 0.09% 0 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK 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: 12,009 shares 12,009 $456K 0.08% new Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,562 shares; 2024Q4: 6,563 shares; 2025Q1: 7,029 shares; 2025Q2: 8,165 shares; 2025Q3: 7,914 shares; 2025Q4: 3,255 shares 3,255 $452K 0.08% -4,659 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,390 shares; 2024Q4: 6,502 shares; 2025Q1: 6,014 shares; 2025Q2: 6,237 shares; 2025Q3: 5,994 shares; 2025Q4: 5,822 shares 5,822 $451K 0.08% -172 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: not reported; 2024Q4: not reported; 2025Q1: 4,024 shares; 2025Q2: 4,144 shares; 2025Q3: 4,220 shares; 2025Q4: 5,001 shares 5,001 $450K 0.08% +781 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: 10,279 shares; 2024Q4: 12,291 shares; 2025Q1: 12,025 shares; 2025Q2: 10,824 shares; 2025Q3: 11,119 shares; 2025Q4: 10,879 shares 10,879 $449K 0.08% -240 Timeline FRPT FRESHPET INC More: the full row for FRESHPET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,304 shares 7,304 $445K 0.08% new Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,507 shares; 2024Q4: 46,662 shares; 2025Q1: 44,502 shares; 2025Q2: 44,402 shares; 2025Q3: 44,402 shares; 2025Q4: 44,402 shares 44,402 $444K 0.08% 0 Timeline USA LIBERTY ALL STAR EQUITY FD More: the full row for LIBERTY ALL STAR EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 141,581 shares; 2024Q4: 150,227 shares; 2025Q1: 126,305 shares; 2025Q2: 125,899 shares; 2025Q3: 109,260 shares; 2025Q4: 69,949 shares 69,949 $439K 0.08% -39,311 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: 931 shares; 2024Q4: 858 shares; 2025Q1: 751 shares; 2025Q2: 751 shares; 2025Q3: 698 shares; 2025Q4: 698 shares 698 $438K 0.08% 0 Timeline CRBN 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: 2,476 shares; 2024Q4: 2,201 shares; 2025Q1: 2,135 shares; 2025Q2: 2,076 shares; 2025Q3: 1,945 shares; 2025Q4: 1,897 shares 1,897 $437K 0.08% -48 Timeline MTH MERITAGE HOMES CORP More: the full row for MERITAGE HOMES 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: 6,640 shares 6,640 $437K 0.08% new Timeline IBND SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,071 shares; 2025Q3: 12,342 shares; 2025Q4: 13,354 shares 13,354 $429K 0.08% +1,012 Timeline MBLY MOBILEYE GLOBAL INC More: the full row for MOBILEYE GLOBAL 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: 40,670 shares 40,670 $425K 0.08% new Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,232 shares; 2024Q4: 4,717 shares; 2025Q1: 4,876 shares; 2025Q2: 5,750 shares; 2025Q3: 5,457 shares; 2025Q4: 5,256 shares 5,256 $422K 0.08% -201 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: not reported; 2024Q4: 8,589 shares; 2025Q1: 8,129 shares; 2025Q2: 7,769 shares; 2025Q3: 7,715 shares; 2025Q4: 5,175 shares 5,175 $420K 0.08% -2,540 Timeline SEZL SEZZLE INC More: the full row for SEZZLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,583 shares 6,583 $418K 0.08% new Timeline BRBR BELLRING BRANDS INC More: the full row for BELLRING BRANDS 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: 15,414 shares 15,414 $412K 0.08% new Timeline EWP 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: 8,028 shares; 2025Q2: 8,328 shares; 2025Q3: 8,014 shares; 2025Q4: 7,629 shares 7,629 $411K 0.08% -385 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,750 shares; 2024Q4: 1,750 shares; 2025Q1: 1,750 shares; 2025Q2: 1,750 shares; 2025Q3: 1,750 shares; 2025Q4: 1,750 shares 1,750 $405K 0.07% 0 Timeline RXO RXO INC More: the full row for RXO 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: 31,932 shares 31,932 $404K 0.07% new 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: not reported; 2025Q4: 7,814 shares 7,814 $395K 0.07% new 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: 7,005 shares; 2025Q4: 10,647 shares 10,647 $387K 0.07% +3,642 Timeline SM SM ENERGY COMPANY More: the full row for SM ENERGY COMPANY 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: 20,707 shares 20,707 $387K 0.07% new Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,796 shares; 2024Q4: 2,650 shares; 2025Q1: 4,525 shares; 2025Q2: 4,603 shares; 2025Q3: 4,506 shares; 2025Q4: 4,356 shares 4,356 $385K 0.07% -150 Timeline JIRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,262 shares; 2024Q4: 5,171 shares; 2025Q1: 5,171 shares; 2025Q2: 5,171 shares; 2025Q3: 5,092 shares; 2025Q4: 5,115 shares 5,115 $383K 0.07% +23 Timeline HDEF DBX ETF TR More: the full row for DBX 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: 15,708 shares; 2025Q3: 10,526 shares; 2025Q4: 12,337 shares 12,337 $382K 0.07% +1,811 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: 6,071 shares; 2024Q4: 6,243 shares; 2025Q1: 7,301 shares; 2025Q2: 7,683 shares; 2025Q3: 7,066 shares; 2025Q4: 7,010 shares 7,010 $371K 0.07% -56 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 183 shares 183 $369K 0.07% new Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR 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: 1,275 shares; 2025Q4: 1,403 shares 1,403 $367K 0.07% +128 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,111 shares; 2025Q3: 1,510 shares; 2025Q4: 1,300 shares 1,300 $363K 0.07% -210 Timeline TXUE THORNBURG ETF TR More: the full row for THORNBURG 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: 14,697 shares; 2025Q3: 16,496 shares; 2025Q4: 11,553 shares 11,553 $362K 0.07% -4,943 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: 731 shares; 2024Q4: 710 shares; 2025Q1: 710 shares; 2025Q2: 710 shares; 2025Q3: 702 shares; 2025Q4: 742 shares 742 $362K 0.07% +40 Timeline PHDG 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: 106,831 shares; 2024Q4: 116,164 shares; 2025Q1: 115,210 shares; 2025Q2: 86,051 shares; 2025Q3: 26,586 shares; 2025Q4: 9,616 shares 9,616 $360K 0.07% -16,970 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: 2,105 shares; 2024Q4: 2,125 shares; 2025Q1: 2,218 shares; 2025Q2: 2,268 shares; 2025Q3: 2,249 shares; 2025Q4: 2,230 shares 2,230 $358K 0.07% -19 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,378 shares; 2024Q4: 3,511 shares; 2025Q1: 3,307 shares; 2025Q2: 3,257 shares; 2025Q3: 4,182 shares; 2025Q4: 3,668 shares 3,668 $353K 0.07% -514 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,088 shares; 2024Q4: 5,097 shares; 2025Q1: 6,286 shares; 2025Q2: 6,085 shares; 2025Q3: 5,951 shares; 2025Q4: 4,152 shares 4,152 $348K 0.06% -1,799 Timeline REGL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,390 shares; 2024Q4: 5,945 shares; 2025Q1: 5,421 shares; 2025Q2: 5,106 shares; 2025Q3: 4,794 shares; 2025Q4: 4,097 shares 4,097 $345K 0.06% -697 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,887 shares 3,887 $314K 0.06% new Timeline QYLD 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: 74,588 shares; 2024Q4: 85,381 shares; 2025Q1: 57,894 shares; 2025Q2: 38,563 shares; 2025Q3: 43,453 shares; 2025Q4: 17,500 shares 17,500 $309K 0.06% -25,953 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: 3,857 shares; 2024Q4: 2,852 shares; 2025Q1: 2,568 shares; 2025Q2: 2,263 shares; 2025Q3: 2,519 shares; 2025Q4: 2,240 shares 2,240 $307K 0.06% -279 Timeline CHI CALAMOS CONV OPPORTUNITIES & More: the full row for CALAMOS CONV OPPORTUNITIES & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,078 shares; 2024Q4: 57,253 shares; 2025Q1: 43,243 shares; 2025Q2: 43,243 shares; 2025Q3: 38,403 shares; 2025Q4: 29,246 shares 29,246 $306K 0.06% -9,157 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,590 shares; 2024Q4: 1,441 shares; 2025Q1: 1,360 shares; 2025Q2: 1,334 shares; 2025Q3: 1,334 shares; 2025Q4: 1,334 shares 1,334 $305K 0.06% 0 Timeline EELV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,897 shares 10,897 $299K 0.06% new Timeline TOTL 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,365 shares 7,365 $296K 0.05% new Timeline BHK BLACKROCK CORE BD TR More: the full row for BLACKROCK CORE BD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,959 shares; 2024Q4: 60,699 shares; 2025Q1: 73,393 shares; 2025Q2: 71,339 shares; 2025Q3: 66,171 shares; 2025Q4: 30,695 shares 30,695 $294K 0.05% -35,476 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,521 shares; 2024Q4: 10,084 shares; 2025Q1: 10,145 shares; 2025Q2: 10,416 shares; 2025Q3: 7,234 shares; 2025Q4: 3,545 shares 3,545 $291K 0.05% -3,689 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,123 shares; 2024Q4: 5,550 shares; 2025Q1: 5,265 shares; 2025Q2: 5,498 shares; 2025Q3: 5,076 shares; 2025Q4: 5,902 shares 5,902 $285K 0.05% +826 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: 16,879 shares; 2024Q4: 12,187 shares; 2025Q1: 11,670 shares; 2025Q2: 11,697 shares; 2025Q3: 11,293 shares; 2025Q4: 5,823 shares 5,823 $282K 0.05% -5,470 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,924 shares; 2024Q4: 3,983 shares; 2025Q1: 3,725 shares; 2025Q2: 3,069 shares; 2025Q3: 3,382 shares; 2025Q4: 2,392 shares 2,392 $280K 0.05% -990 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,006 shares 5,006 $274K 0.05% new Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 923 shares; 2024Q4: 952 shares; 2025Q1: 938 shares; 2025Q2: 934 shares; 2025Q3: 929 shares; 2025Q4: 891 shares 891 $272K 0.05% -38 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,377 shares 10,377 $272K 0.05% new Timeline SW SMURFIT WESTROCK PLC More: the full row for SMURFIT WESTROCK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,393 shares; 2024Q4: 12,904 shares; 2025Q1: 11,681 shares; 2025Q2: 10,530 shares; 2025Q3: 7,969 shares; 2025Q4: 7,029 shares 7,029 $272K 0.05% -940 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: 1,016 shares; 2024Q4: 1,022 shares; 2025Q1: 1,011 shares; 2025Q2: 1,019 shares; 2025Q3: 1,013 shares; 2025Q4: 835 shares 835 $267K 0.05% -178 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: 5,772 shares; 2024Q4: 5,376 shares; 2025Q1: 3,732 shares; 2025Q2: 1,963 shares; 2025Q3: 1,343 shares; 2025Q4: 1,159 shares 1,159 $265K 0.05% -184 Timeline EWA 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: 9,081 shares; 2025Q4: 10,022 shares 10,022 $262K 0.05% +941 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: 3,203 shares; 2024Q4: 3,163 shares; 2025Q1: 3,151 shares; 2025Q2: 2,181 shares; 2025Q3: 2,181 shares; 2025Q4: 2,181 shares 2,181 $262K 0.05% 0 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,640 shares; 2025Q1: 8,789 shares; 2025Q2: 10,225 shares; 2025Q3: 6,400 shares; 2025Q4: 6,508 shares 6,508 $257K 0.05% +108 Timeline COLD AMERICOLD REALTY TRUST INC More: the full row for AMERICOLD REALTY TRUST 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: 19,931 shares 19,931 $256K 0.05% new Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM 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: 3,087 shares; 2025Q4: 2,942 shares 2,942 $256K 0.05% -145 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,775 shares 1,775 $256K 0.05% new Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,383 shares; 2024Q4: 6,064 shares; 2025Q1: 6,182 shares; 2025Q2: 6,107 shares; 2025Q3: 3,750 shares; 2025Q4: 3,186 shares 3,186 $252K 0.05% -564 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: 7,058 shares; 2024Q4: 10,912 shares; 2025Q1: 12,979 shares; 2025Q2: 6,938 shares; 2025Q3: 6,395 shares; 2025Q4: 4,941 shares 4,941 $251K 0.05% -1,454 Timeline AIA 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: 2,814 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,718 shares; 2025Q3: 2,718 shares; 2025Q4: 2,571 shares 2,571 $251K 0.05% -147 Timeline FTMH PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,515 shares 21,515 $249K 0.05% new Timeline DON 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: 8,898 shares; 2024Q4: 8,077 shares; 2025Q1: 8,381 shares; 2025Q2: 7,109 shares; 2025Q3: 5,973 shares; 2025Q4: 4,820 shares 4,820 $249K 0.05% -1,153 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: 1,564 shares; 2024Q4: 1,564 shares; 2025Q1: 1,494 shares; 2025Q2: 1,494 shares; 2025Q3: 1,494 shares; 2025Q4: 1,238 shares 1,238 $247K 0.05% -256 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: 1,132 shares; 2024Q4: 1,132 shares; 2025Q1: 1,117 shares; 2025Q2: not reported; 2025Q3: 973 shares; 2025Q4: 1,001 shares 1,001 $246K 0.05% +28 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,520 shares; 2024Q4: 2,617 shares; 2025Q1: 2,458 shares; 2025Q2: 2,263 shares; 2025Q3: 2,099 shares; 2025Q4: 1,114 shares 1,114 $242K 0.04% -985 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,405 shares; 2024Q4: 6,355 shares; 2025Q1: 6,355 shares; 2025Q2: 6,355 shares; 2025Q3: 6,355 shares; 2025Q4: 6,354 shares 6,354 $238K 0.04% -1 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,957 shares; 2024Q4: 16,812 shares; 2025Q1: 15,646 shares; 2025Q2: 7,612 shares; 2025Q3: 5,558 shares; 2025Q4: 4,874 shares 4,874 $234K 0.04% -684 Timeline IGLB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,394 shares; 2024Q4: 7,519 shares; 2025Q1: 8,291 shares; 2025Q2: 6,950 shares; 2025Q3: 5,780 shares; 2025Q4: 4,590 shares 4,590 $232K 0.04% -1,190 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,395 shares; 2024Q4: 4,608 shares; 2025Q1: 3,945 shares; 2025Q2: 3,965 shares; 2025Q3: 3,986 shares; 2025Q4: 4,005 shares 4,005 $231K 0.04% +19 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: not reported; 2024Q4: 2,263 shares; 2025Q1: 2,292 shares; 2025Q2: 1,550 shares; 2025Q3: 3,089 shares; 2025Q4: 1,417 shares 1,417 $231K 0.04% -1,672 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,296 shares; 2025Q4: 1,296 shares 1,296 $230K 0.04% 0 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: 4,661 shares; 2024Q4: 4,639 shares; 2025Q1: 4,641 shares; 2025Q2: 3,900 shares; 2025Q3: 3,734 shares; 2025Q4: 2,572 shares 2,572 $228K 0.04% -1,162 Timeline DIV 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: 17,851 shares; 2024Q4: 15,367 shares; 2025Q1: 15,625 shares; 2025Q2: 15,625 shares; 2025Q3: 14,428 shares; 2025Q4: 13,129 shares 13,129 $227K 0.04% -1,299 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: 38,495 shares; 2024Q4: 42,133 shares; 2025Q1: 35,737 shares; 2025Q2: 31,636 shares; 2025Q3: 14,333 shares; 2025Q4: 6,141 shares 6,141 $227K 0.04% -8,192 Timeline SFNC SIMMONS FIRST NATL CORP More: the full row for SIMMONS FIRST NATL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,977 shares; 2024Q4: 16,023 shares; 2025Q1: 13,868 shares; 2025Q2: 12,048 shares; 2025Q3: 12,048 shares; 2025Q4: 12,048 shares 12,048 $227K 0.04% 0 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,136 shares 4,136 $226K 0.04% new Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 750 shares 750 $215K 0.04% new Timeline IHI 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: 3,305 shares; 2025Q3: 3,445 shares; 2025Q4: 3,445 shares 3,445 $214K 0.04% 0 Timeline SJNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,180 shares 8,180 $207K 0.04% new Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,740 shares 2,740 $207K 0.04% new Timeline