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: 753,572 shares; 2024Q4: 740,786 shares; 2025Q1: 731,511 shares; 2025Q2: 699,582 shares; 2025Q3: 678,668 shares; 2025Q4: 638,218 shares 638,218 $174M 10.18% -40,450 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: 159,800 shares; 2024Q4: 159,109 shares; 2025Q1: 159,708 shares; 2025Q2: 155,996 shares; 2025Q3: 155,202 shares; 2025Q4: 150,681 shares 150,681 $72.9M 4.28% -4,521 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: 215,977 shares; 2024Q4: 214,815 shares; 2025Q1: 219,776 shares; 2025Q2: 214,618 shares; 2025Q3: 214,474 shares; 2025Q4: 204,557 shares 204,557 $64M 3.76% -9,917 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: 465,504 shares; 2024Q4: 469,909 shares; 2025Q1: 487,893 shares; 2025Q2: 506,634 shares; 2025Q3: 529,964 shares; 2025Q4: 545,249 shares 545,249 $57.3M 3.36% +15,285 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 268,785 shares; 2025Q1: 660,425 shares; 2025Q2: 743,105 shares; 2025Q3: 807,675 shares; 2025Q4: 816,217 shares 816,217 $47.9M 2.81% +8,542 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: 135,029 shares; 2024Q4: 133,270 shares; 2025Q1: 130,423 shares; 2025Q2: 126,848 shares; 2025Q3: 125,529 shares; 2025Q4: 119,676 shares 119,676 $38.6M 2.26% -5,853 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: 185,936 shares; 2024Q4: 183,208 shares; 2025Q1: 179,842 shares; 2025Q2: 173,693 shares; 2025Q3: 171,125 shares; 2025Q4: 162,855 shares 162,855 $37.2M 2.18% -8,270 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: 108,570 shares; 2024Q4: 107,627 shares; 2025Q1: 106,356 shares; 2025Q2: 104,704 shares; 2025Q3: 103,741 shares; 2025Q4: 98,687 shares 98,687 $34.6M 2.03% -5,054 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 152,106 shares; 2024Q4: 150,109 shares; 2025Q1: 148,279 shares; 2025Q2: 145,900 shares; 2025Q3: 144,811 shares; 2025Q4: 138,530 shares 138,530 $31.5M 1.85% -6,281 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: 1,002,393 shares; 2024Q4: 982,190 shares; 2025Q1: 980,340 shares; 2025Q2: 950,038 shares; 2025Q3: 946,185 shares; 2025Q4: 775,730 shares 775,730 $30M 1.76% -170,455 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: 155,530 shares; 2024Q4: 154,630 shares; 2025Q1: 154,783 shares; 2025Q2: 153,910 shares; 2025Q3: 153,243 shares; 2025Q4: 147,845 shares 147,845 $27.1M 1.59% -5,398 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: 250,415 shares; 2024Q4: 245,526 shares; 2025Q1: 240,300 shares; 2025Q2: 234,338 shares; 2025Q3: 232,263 shares; 2025Q4: 226,442 shares 226,442 $25.2M 1.48% -5,821 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: 87,876 shares; 2024Q4: 85,468 shares; 2025Q1: 84,717 shares; 2025Q2: 80,669 shares; 2025Q3: 80,079 shares; 2025Q4: 76,923 shares 76,923 $24.1M 1.42% -3,156 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: 155,796 shares; 2024Q4: 156,901 shares; 2025Q1: 155,419 shares; 2025Q2: 150,440 shares; 2025Q3: 150,496 shares; 2025Q4: 145,285 shares 145,285 $22.3M 1.31% -5,211 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,009 shares; 2024Q4: 67,284 shares; 2025Q1: 67,034 shares; 2025Q2: 59,170 shares; 2025Q3: 62,591 shares; 2025Q4: 62,900 shares 62,900 $21.6M 1.27% +309 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,667 shares; 2024Q4: 86,281 shares; 2025Q1: 86,281 shares; 2025Q2: 86,281 shares; 2025Q3: 86,281 shares; 2025Q4: 86,281 shares 86,281 $20.7M 1.21% 0 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,117 shares; 2024Q4: 25,696 shares; 2025Q1: 25,199 shares; 2025Q2: 23,905 shares; 2025Q3: 23,579 shares; 2025Q4: 22,010 shares 22,010 $19M 1.11% -1,569 Timeline GSST GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 328,264 shares; 2024Q4: 321,715 shares; 2025Q1: 319,120 shares; 2025Q2: 338,414 shares; 2025Q3: 369,729 shares; 2025Q4: 370,314 shares 370,314 $18.7M 1.1% +585 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: 97,785 shares; 2024Q4: 95,416 shares; 2025Q1: 93,232 shares; 2025Q2: 91,307 shares; 2025Q3: 90,795 shares; 2025Q4: 88,475 shares 88,475 $18.3M 1.07% -2,320 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: 164,210 shares; 2024Q4: 160,503 shares; 2025Q1: 159,078 shares; 2025Q2: 150,692 shares; 2025Q3: 147,381 shares; 2025Q4: 140,518 shares 140,518 $17.6M 1.03% -6,863 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: 417,037 shares; 2024Q4: 425,304 shares; 2025Q1: 424,382 shares; 2025Q2: 394,432 shares; 2025Q3: 332,449 shares; 2025Q4: 302,698 shares 302,698 $17.3M 1.02% -29,751 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,281 shares; 2024Q4: 373,615 shares; 2025Q1: 370,551 shares; 2025Q2: 360,614 shares; 2025Q3: 358,610 shares; 2025Q4: 338,016 shares 338,016 $16.9M 0.99% -20,594 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: 134,326 shares; 2024Q4: 135,105 shares; 2025Q1: 134,318 shares; 2025Q2: 136,310 shares; 2025Q3: 136,904 shares; 2025Q4: 137,941 shares 137,941 $16.6M 0.97% +1,037 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: 131,483 shares; 2024Q4: 191,528 shares; 2025Q1: 195,650 shares; 2025Q2: 187,751 shares; 2025Q3: 194,276 shares; 2025Q4: 207,776 shares 207,776 $16.6M 0.97% +13,500 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: 16,270 shares; 2024Q4: 16,275 shares; 2025Q1: 16,919 shares; 2025Q2: 16,732 shares; 2025Q3: 16,276 shares; 2025Q4: 15,364 shares 15,364 $16.5M 0.97% -912 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: 225,003 shares; 2024Q4: 195,701 shares; 2025Q1: 192,972 shares; 2025Q2: 190,453 shares; 2025Q3: 185,971 shares; 2025Q4: 176,348 shares 176,348 $16.5M 0.97% -9,623 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 235,837 shares; 2024Q4: 256,639 shares; 2025Q1: 276,909 shares; 2025Q2: 257,719 shares; 2025Q3: 252,238 shares; 2025Q4: 244,071 shares 244,071 $16.2M 0.95% -8,167 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: 39,407 shares; 2024Q4: 40,277 shares; 2025Q1: 41,008 shares; 2025Q2: 51,901 shares; 2025Q3: 52,589 shares; 2025Q4: 48,021 shares 48,021 $15.9M 0.93% -4,568 Timeline LPX LOUISIANA PAC CORP More: the full row for LOUISIANA PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 211,086 shares; 2024Q4: 208,909 shares; 2025Q1: 216,754 shares; 2025Q2: 216,619 shares; 2025Q3: 215,861 shares; 2025Q4: 195,921 shares 195,921 $15.8M 0.93% -19,940 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,878 shares; 2025Q1: 21,328 shares; 2025Q2: 27,288 shares; 2025Q3: 46,293 shares; 2025Q4: 62,941 shares 62,941 $15.8M 0.93% +16,648 Timeline IYF 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: 123,515 shares; 2024Q4: 119,610 shares; 2025Q1: 118,391 shares; 2025Q2: 117,472 shares; 2025Q3: 116,682 shares; 2025Q4: 117,282 shares 117,282 $15.1M 0.89% +600 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: 4,328 shares; 2024Q4: 4,559 shares; 2025Q1: 5,565 shares; 2025Q2: 21,950 shares; 2025Q3: 29,318 shares; 2025Q4: 36,841 shares 36,841 $14.6M 0.86% +7,523 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: 21,824 shares; 2024Q4: 21,943 shares; 2025Q1: 22,313 shares; 2025Q2: 23,032 shares; 2025Q3: 23,113 shares; 2025Q4: 21,219 shares 21,219 $14.5M 0.85% -1,894 Timeline HEDJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 24,347 shares; 2025Q2: 251,207 shares; 2025Q3: 268,095 shares; 2025Q4: 262,612 shares 262,612 $13.9M 0.82% -5,483 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: 13,938 shares; 2024Q4: 15,074 shares; 2025Q1: 17,278 shares; 2025Q2: 17,287 shares; 2025Q3: 21,380 shares; 2025Q4: 21,381 shares 21,381 $13.4M 0.79% +1 Timeline GPIQ GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,384 shares; 2024Q4: 123,953 shares; 2025Q1: 162,311 shares; 2025Q2: 182,759 shares; 2025Q3: 226,689 shares; 2025Q4: 245,344 shares 245,344 $13M 0.76% +18,655 Timeline KRE 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: 81,236 shares; 2024Q4: 146,100 shares; 2025Q1: 165,262 shares; 2025Q2: 169,347 shares; 2025Q3: 186,533 shares; 2025Q4: 193,038 shares 193,038 $12.5M 0.73% +6,505 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: 221,418 shares; 2024Q4: 221,558 shares; 2025Q1: 210,348 shares; 2025Q2: 207,789 shares; 2025Q3: 200,391 shares; 2025Q4: 171,376 shares 171,376 $12M 0.7% -29,015 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: 181,530 shares; 2024Q4: 171,942 shares; 2025Q1: 159,635 shares; 2025Q2: 155,390 shares; 2025Q3: 149,125 shares; 2025Q4: 141,655 shares 141,655 $11.4M 0.67% -7,470 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: 109,135 shares; 2024Q4: 108,639 shares; 2025Q1: 107,790 shares; 2025Q2: 106,936 shares; 2025Q3: 103,589 shares; 2025Q4: 96,597 shares 96,597 $11.3M 0.66% -6,992 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: 74,862 shares; 2024Q4: 71,346 shares; 2025Q1: 69,924 shares; 2025Q2: 67,312 shares; 2025Q3: 65,524 shares; 2025Q4: 63,386 shares 63,386 $10.8M 0.64% -2,138 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: 37,838 shares; 2024Q4: 39,285 shares; 2025Q1: 41,742 shares; 2025Q2: 42,927 shares; 2025Q3: 47,318 shares; 2025Q4: 46,693 shares 46,693 $10.8M 0.63% -625 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125,646 shares; 2024Q4: 124,510 shares; 2025Q1: 120,050 shares; 2025Q2: 110,616 shares; 2025Q3: 109,188 shares; 2025Q4: 101,425 shares 101,425 $10.7M 0.63% -7,763 Timeline EUAD SPINNAKER ETF SERIES More: the full row for SPINNAKER ETF SERIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,560 shares; 2025Q2: 179,220 shares; 2025Q3: 232,800 shares; 2025Q4: 252,540 shares 252,540 $10.6M 0.62% +19,740 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,168 shares; 2024Q4: 105,973 shares; 2025Q1: 106,511 shares; 2025Q2: 106,724 shares; 2025Q3: 107,001 shares; 2025Q4: 106,436 shares 106,436 $10.6M 0.62% -565 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 164,904 shares; 2024Q4: 154,180 shares; 2025Q1: 148,761 shares; 2025Q2: 133,993 shares; 2025Q3: 123,764 shares; 2025Q4: 116,823 shares 116,823 $9.96M 0.58% -6,941 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,032 shares; 2024Q4: 18,228 shares; 2025Q1: 17,772 shares; 2025Q2: 16,797 shares; 2025Q3: 15,639 shares; 2025Q4: 14,784 shares 14,784 $9.79M 0.57% -855 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 76,637 shares; 2025Q4: 196,270 shares 196,270 $8.93M 0.52% +119,633 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: 26,709 shares; 2024Q4: 26,379 shares; 2025Q1: 26,439 shares; 2025Q2: 26,191 shares; 2025Q3: 26,123 shares; 2025Q4: 25,912 shares 25,912 $8.92M 0.52% -211 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: 179,474 shares; 2024Q4: 173,678 shares; 2025Q1: 167,636 shares; 2025Q2: 124,433 shares; 2025Q3: 122,624 shares; 2025Q4: 115,604 shares 115,604 $8.91M 0.52% -7,020 Timeline NGVT INGEVITY CORP More: the full row for INGEVITY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 212,015 shares; 2024Q4: 190,093 shares; 2025Q1: 187,062 shares; 2025Q2: 172,485 shares; 2025Q3: 165,051 shares; 2025Q4: 147,213 shares 147,213 $8.71M 0.51% -17,838 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: 56,347 shares; 2024Q4: 55,791 shares; 2025Q1: 53,609 shares; 2025Q2: 45,720 shares; 2025Q3: 45,441 shares; 2025Q4: 40,212 shares 40,212 $8.61M 0.51% -5,229 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,935 shares; 2024Q4: 57,221 shares; 2025Q1: 56,267 shares; 2025Q2: 54,856 shares; 2025Q3: 52,656 shares; 2025Q4: 49,414 shares 49,414 $8.57M 0.5% -3,242 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: 36,610 shares; 2024Q4: 34,564 shares; 2025Q1: 34,639 shares; 2025Q2: 31,280 shares; 2025Q3: 30,824 shares; 2025Q4: 29,308 shares 29,308 $8.42M 0.49% -1,516 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,669 shares; 2024Q4: 34,596 shares; 2025Q1: 35,891 shares; 2025Q2: 36,588 shares; 2025Q3: 37,260 shares; 2025Q4: 43,640 shares 43,640 $8.14M 0.48% +6,380 Timeline AOS SMITH A O CORP More: the full row for SMITH A O CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 201,315 shares; 2024Q4: 190,426 shares; 2025Q1: 185,556 shares; 2025Q2: 136,434 shares; 2025Q3: 130,112 shares; 2025Q4: 119,407 shares 119,407 $7.99M 0.47% -10,705 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,738 shares; 2024Q4: 27,748 shares; 2025Q1: 27,816 shares; 2025Q2: 27,098 shares; 2025Q3: 25,827 shares; 2025Q4: 22,347 shares 22,347 $7.82M 0.46% -3,480 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: 60,109 shares; 2024Q4: 58,412 shares; 2025Q1: 57,522 shares; 2025Q2: 55,991 shares; 2025Q3: 52,728 shares; 2025Q4: 50,954 shares 50,954 $7.77M 0.46% -1,774 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,603 shares; 2024Q4: 23,963 shares; 2025Q1: 25,048 shares; 2025Q2: 30,778 shares; 2025Q3: 32,528 shares; 2025Q4: 35,100 shares 35,100 $7.62M 0.45% +2,572 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: 42,583 shares; 2024Q4: 42,688 shares; 2025Q1: 42,019 shares; 2025Q2: 41,180 shares; 2025Q3: 40,307 shares; 2025Q4: 38,134 shares 38,134 $7.44M 0.44% -2,173 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 61,195 shares 61,195 $7.3M 0.43% new 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: 24,322 shares; 2024Q4: 24,113 shares; 2025Q1: 24,134 shares; 2025Q2: 24,138 shares; 2025Q3: 25,195 shares; 2025Q4: 50,721 shares 50,721 $7.3M 0.43% +25,526 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: 34,759 shares; 2024Q4: 40,038 shares; 2025Q1: 42,472 shares; 2025Q2: 45,976 shares; 2025Q3: 56,940 shares; 2025Q4: 87,438 shares 87,438 $7.24M 0.43% +30,498 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: 57,279 shares; 2024Q4: 56,878 shares; 2025Q1: 55,987 shares; 2025Q2: 53,787 shares; 2025Q3: 51,080 shares; 2025Q4: 49,569 shares 49,569 $7.11M 0.42% -1,511 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: 43,709 shares; 2024Q4: 44,507 shares; 2025Q1: 45,269 shares; 2025Q2: 44,319 shares; 2025Q3: 44,136 shares; 2025Q4: 45,277 shares 45,277 $7.01M 0.41% +1,141 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,175 shares; 2025Q2: 44,950 shares; 2025Q3: 65,325 shares; 2025Q4: 74,925 shares 74,925 $6.97M 0.41% +9,600 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: 6,082 shares; 2024Q4: 5,794 shares; 2025Q1: 5,577 shares; 2025Q2: 80,378 shares; 2025Q3: 79,513 shares; 2025Q4: 76,328 shares 76,328 $6.96M 0.41% -3,185 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: 64,835 shares; 2024Q4: 63,606 shares; 2025Q1: 63,112 shares; 2025Q2: 62,895 shares; 2025Q3: 62,014 shares; 2025Q4: 58,191 shares 58,191 $6.82M 0.4% -3,823 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: 82,073 shares; 2024Q4: 78,248 shares; 2025Q1: 76,801 shares; 2025Q2: 72,472 shares; 2025Q3: 71,056 shares; 2025Q4: 66,294 shares 66,294 $6.55M 0.38% -4,762 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: 21,135 shares; 2024Q4: 20,790 shares; 2025Q1: 21,211 shares; 2025Q2: 19,020 shares; 2025Q3: 19,176 shares; 2025Q4: 18,926 shares 18,926 $6.55M 0.38% -250 Timeline INDA 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: 15,781 shares; 2024Q4: 16,451 shares; 2025Q1: 24,411 shares; 2025Q2: 66,904 shares; 2025Q3: 107,219 shares; 2025Q4: 118,624 shares 118,624 $6.41M 0.38% +11,405 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,380 shares; 2024Q4: 14,307 shares; 2025Q1: 14,209 shares; 2025Q2: 13,540 shares; 2025Q3: 13,436 shares; 2025Q4: 13,407 shares 13,407 $6.26M 0.37% -29 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: not reported; 2024Q4: not reported; 2025Q1: 4,309 shares; 2025Q2: 42,339 shares; 2025Q3: 54,544 shares; 2025Q4: 63,582 shares 63,582 $6.11M 0.36% +9,038 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: 23,875 shares; 2024Q4: 23,729 shares; 2025Q1: 23,269 shares; 2025Q2: 23,287 shares; 2025Q3: 24,765 shares; 2025Q4: 24,255 shares 24,255 $5.85M 0.34% -510 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,877 shares; 2024Q4: 29,717 shares; 2025Q1: 34,102 shares; 2025Q2: 36,127 shares; 2025Q3: 36,202 shares; 2025Q4: 36,107 shares 36,107 $5.6M 0.33% -95 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: 4,119 shares; 2024Q4: 4,122 shares; 2025Q1: 4,096 shares; 2025Q2: 4,097 shares; 2025Q3: 8,353 shares; 2025Q4: 8,140 shares 8,140 $5.58M 0.33% -213 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: 20,457 shares; 2024Q4: 20,298 shares; 2025Q1: 20,238 shares; 2025Q2: 19,645 shares; 2025Q3: 19,605 shares; 2025Q4: 18,915 shares 18,915 $5.46M 0.32% -690 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: 117,698 shares; 2024Q4: 109,658 shares; 2025Q1: 106,472 shares; 2025Q2: 101,127 shares; 2025Q3: 104,238 shares; 2025Q4: 102,828 shares 102,828 $5.06M 0.3% -1,410 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,060 shares; 2024Q4: 107,580 shares; 2025Q1: 99,970 shares; 2025Q2: 99,100 shares; 2025Q3: 96,945 shares; 2025Q4: 95,789 shares 95,789 $4.87M 0.29% -1,156 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: 48,264 shares; 2024Q4: 46,978 shares; 2025Q1: 46,608 shares; 2025Q2: 43,058 shares; 2025Q3: 42,108 shares; 2025Q4: 40,908 shares 40,908 $4.77M 0.28% -1,200 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: 12,520 shares; 2024Q4: 12,731 shares; 2025Q1: 13,000 shares; 2025Q2: 14,610 shares; 2025Q3: 14,710 shares; 2025Q4: 14,799 shares 14,799 $4.56M 0.27% +89 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: 36,854 shares; 2024Q4: 36,174 shares; 2025Q1: 35,253 shares; 2025Q2: 30,636 shares; 2025Q3: 30,158 shares; 2025Q4: 25,359 shares 25,359 $4.5M 0.26% -4,799 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: not reported; 2024Q4: not reported; 2025Q1: 48,905 shares; 2025Q2: 44,832 shares; 2025Q3: 43,612 shares; 2025Q4: 41,537 shares 41,537 $4.39M 0.26% -2,075 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,241 shares; 2024Q4: 74,811 shares; 2025Q1: 77,958 shares; 2025Q2: 82,738 shares; 2025Q3: 82,751 shares; 2025Q4: 64,352 shares 64,352 $4.27M 0.25% -18,399 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: 95,316 shares; 2024Q4: 89,464 shares; 2025Q1: 87,316 shares; 2025Q2: 83,136 shares; 2025Q3: 81,476 shares; 2025Q4: 76,833 shares 76,833 $4.23M 0.25% -4,643 Timeline ITA 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: 5,197 shares; 2024Q4: 5,397 shares; 2025Q1: 7,057 shares; 2025Q2: 10,705 shares; 2025Q3: 16,469 shares; 2025Q4: 19,637 shares 19,637 $4.22M 0.25% +3,168 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,069 shares; 2024Q4: 27,595 shares; 2025Q1: 27,740 shares; 2025Q2: 28,760 shares; 2025Q3: 28,505 shares; 2025Q4: 27,155 shares 27,155 $4.2M 0.25% -1,350 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: 3,651 shares; 2024Q4: 3,862 shares; 2025Q1: 4,038 shares; 2025Q2: 6,134 shares; 2025Q3: 6,134 shares; 2025Q4: 6,358 shares 6,358 $4.16M 0.24% +224 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,875 shares; 2024Q4: 3,725 shares; 2025Q1: 4,188 shares; 2025Q2: 4,363 shares; 2025Q3: 4,393 shares; 2025Q4: 4,336 shares 4,336 $3.81M 0.22% -57 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: 8,615 shares; 2024Q4: 8,594 shares; 2025Q1: 8,554 shares; 2025Q2: 7,524 shares; 2025Q3: 7,476 shares; 2025Q4: 7,447 shares 7,447 $3.74M 0.22% -29 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: 14,284 shares; 2024Q4: 17,898 shares; 2025Q1: 17,601 shares; 2025Q2: 16,410 shares; 2025Q3: 15,653 shares; 2025Q4: 15,129 shares 15,129 $3.72M 0.22% -524 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: 18,330 shares; 2024Q4: 17,693 shares; 2025Q1: 17,651 shares; 2025Q2: 21,410 shares; 2025Q3: 20,415 shares; 2025Q4: 19,435 shares 19,435 $3.72M 0.22% -980 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: 7,808 shares; 2024Q4: 8,708 shares; 2025Q1: 9,250 shares; 2025Q2: 9,510 shares; 2025Q3: 9,027 shares; 2025Q4: 7,940 shares 7,940 $3.72M 0.22% -1,087 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,396 shares; 2024Q4: 125,488 shares; 2025Q1: 128,592 shares; 2025Q2: 125,314 shares; 2025Q3: 126,269 shares; 2025Q4: 127,666 shares 127,666 $3.64M 0.21% +1,397 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: 27,642 shares; 2024Q4: 27,987 shares; 2025Q1: 27,921 shares; 2025Q2: 27,777 shares; 2025Q3: 26,048 shares; 2025Q4: 24,927 shares 24,927 $3.57M 0.21% -1,121 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,238 shares; 2024Q4: 29,374 shares; 2025Q1: 18,809 shares; 2025Q2: 11,258 shares; 2025Q3: 10,913 shares; 2025Q4: 24,996 shares 24,996 $3.45M 0.2% +14,083 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: 32,685 shares; 2024Q4: 30,060 shares; 2025Q1: 27,237 shares; 2025Q2: 24,385 shares; 2025Q3: 23,927 shares; 2025Q4: 23,694 shares 23,694 $3.27M 0.19% -233 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,484 shares; 2024Q4: 5,637 shares; 2025Q1: 5,659 shares; 2025Q2: 5,465 shares; 2025Q3: 5,481 shares; 2025Q4: 5,478 shares 5,478 $3.13M 0.18% -3 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: 31,418 shares; 2024Q4: 31,418 shares; 2025Q1: 31,418 shares; 2025Q2: 30,546 shares; 2025Q3: 30,546 shares; 2025Q4: 31,693 shares 31,693 $3.02M 0.18% +1,147 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,915 shares; 2024Q4: 55,490 shares; 2025Q1: 50,203 shares; 2025Q2: 34,212 shares; 2025Q3: 43,486 shares; 2025Q4: 45,149 shares 45,149 $2.88M 0.17% +1,663 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: 27,727 shares; 2024Q4: 27,359 shares; 2025Q1: 27,941 shares; 2025Q2: 33,046 shares; 2025Q3: 32,748 shares; 2025Q4: 65,032 shares 65,032 $2.78M 0.16% +32,284 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,882 shares; 2024Q4: 9,287 shares; 2025Q1: 9,305 shares; 2025Q2: 9,039 shares; 2025Q3: 8,905 shares; 2025Q4: 8,881 shares 8,881 $2.71M 0.16% -24 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: 11,648 shares; 2024Q4: 11,113 shares; 2025Q1: 10,795 shares; 2025Q2: 10,770 shares; 2025Q3: 10,700 shares; 2025Q4: 10,499 shares 10,499 $2.7M 0.16% -201 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,953 shares; 2024Q4: 5,071 shares; 2025Q1: 5,156 shares; 2025Q2: 5,255 shares; 2025Q3: 5,428 shares; 2025Q4: 5,439 shares 5,439 $2.65M 0.16% +11 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: 24,334 shares; 2024Q4: 23,869 shares; 2025Q1: 23,908 shares; 2025Q2: 23,710 shares; 2025Q3: 23,399 shares; 2025Q4: 22,499 shares 22,499 $2.65M 0.16% -900 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: 14,050 shares; 2024Q4: 13,501 shares; 2025Q1: 13,501 shares; 2025Q2: 12,561 shares; 2025Q3: 12,404 shares; 2025Q4: 12,343 shares 12,343 $2.62M 0.15% -61 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,792 shares; 2024Q4: 3,843 shares; 2025Q1: 4,011 shares; 2025Q2: 4,350 shares; 2025Q3: 3,759 shares; 2025Q4: 4,253 shares 4,253 $2.61M 0.15% +494 Timeline EXAS EXACT SCIENCES CORP More: the full row for EXACT SCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,693 shares; 2024Q4: 26,153 shares; 2025Q1: 23,998 shares; 2025Q2: 30,723 shares; 2025Q3: 28,653 shares; 2025Q4: 25,713 shares 25,713 $2.61M 0.15% -2,940 Timeline MBND SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 135,430 shares; 2024Q4: 126,675 shares; 2025Q1: 124,675 shares; 2025Q2: 109,450 shares; 2025Q3: 92,850 shares; 2025Q4: 93,100 shares 93,100 $2.55M 0.15% +250 Timeline EWG 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: 44,175 shares; 2025Q3: 55,625 shares; 2025Q4: 59,775 shares 59,775 $2.54M 0.15% +4,150 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: 8,063 shares; 2024Q4: 7,948 shares; 2025Q1: 7,923 shares; 2025Q2: 7,923 shares; 2025Q3: 7,940 shares; 2025Q4: 7,925 shares 7,925 $2.52M 0.15% -15 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: 1,932 shares; 2024Q4: 2,017 shares; 2025Q1: 2,003 shares; 2025Q2: 1,880 shares; 2025Q3: 2,018 shares; 2025Q4: 26,908 shares 26,908 $2.52M 0.15% +24,890 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,260 shares; 2024Q4: 10,145 shares; 2025Q1: 10,031 shares; 2025Q2: 9,843 shares; 2025Q3: 9,089 shares; 2025Q4: 8,691 shares 8,691 $2.51M 0.15% -398 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,988 shares; 2024Q4: 19,241 shares; 2025Q1: 18,220 shares; 2025Q2: 16,067 shares; 2025Q3: 15,897 shares; 2025Q4: 15,457 shares 15,457 $2.47M 0.15% -440 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: 14,751 shares; 2024Q4: 15,897 shares; 2025Q1: 17,597 shares; 2025Q2: 17,597 shares; 2025Q3: 48,576 shares; 2025Q4: 48,576 shares 48,576 $2.46M 0.14% 0 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: 88,864 shares; 2024Q4: 84,439 shares; 2025Q1: 84,344 shares; 2025Q2: 84,203 shares; 2025Q3: 88,508 shares; 2025Q4: 88,183 shares 88,183 $2.39M 0.14% -325 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: 8,297 shares; 2024Q4: 8,297 shares; 2025Q1: 8,297 shares; 2025Q2: 8,297 shares; 2025Q3: 8,297 shares; 2025Q4: 8,297 shares 8,297 $2.37M 0.14% 0 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: 19,081 shares; 2025Q3: 25,881 shares; 2025Q4: 29,131 shares 29,131 $2.35M 0.14% +3,250 Timeline IHE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,813 shares; 2024Q4: 27,018 shares; 2025Q1: 26,653 shares; 2025Q2: 26,383 shares; 2025Q3: 26,383 shares; 2025Q4: 26,755 shares 26,755 $2.27M 0.13% +372 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,047 shares; 2025Q4: 11,047 shares 11,047 $2.19M 0.13% 0 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: 3,223 shares; 2024Q4: 3,288 shares; 2025Q1: 3,428 shares; 2025Q2: 3,743 shares; 2025Q3: 3,833 shares; 2025Q4: 3,833 shares 3,833 $2.19M 0.13% 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: 17,463 shares; 2024Q4: 21,555 shares; 2025Q1: 26,460 shares; 2025Q2: 30,681 shares; 2025Q3: 33,411 shares; 2025Q4: 37,157 shares 37,157 $2.18M 0.13% +3,746 Timeline MBS ANGEL OAK FUNDS TRUST More: the full row for ANGEL OAK FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 134,850 shares; 2024Q4: 255,638 shares; 2025Q1: 267,968 shares; 2025Q2: 253,523 shares; 2025Q3: 248,254 shares; 2025Q4: 244,960 shares 244,960 $2.14M 0.13% -3,294 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: 20,141 shares; 2024Q4: 19,923 shares; 2025Q1: 18,648 shares; 2025Q2: 18,554 shares; 2025Q3: 18,498 shares; 2025Q4: 16,593 shares 16,593 $2.14M 0.13% -1,905 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,492 shares; 2025Q1: 14,022 shares; 2025Q2: 14,927 shares; 2025Q3: 20,200 shares; 2025Q4: 22,480 shares 22,480 $2.14M 0.13% +2,280 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: 3,824 shares; 2024Q4: 3,924 shares; 2025Q1: 3,899 shares; 2025Q2: 3,760 shares; 2025Q3: 3,725 shares; 2025Q4: 3,712 shares 3,712 $2.13M 0.12% -13 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: 17,025 shares; 2024Q4: 17,025 shares; 2025Q1: 17,045 shares; 2025Q2: 16,055 shares; 2025Q3: 15,805 shares; 2025Q4: 15,080 shares 15,080 $2.05M 0.12% -725 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: 10,109 shares; 2024Q4: 10,005 shares; 2025Q1: 10,005 shares; 2025Q2: 9,805 shares; 2025Q3: 10,273 shares; 2025Q4: 10,273 shares 10,273 $2.05M 0.12% 0 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 157,797 shares; 2024Q4: 157,666 shares; 2025Q1: 155,928 shares; 2025Q2: 137,876 shares; 2025Q3: 124,240 shares; 2025Q4: 34,250 shares 34,250 $2M 0.12% -89,990 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,143 shares; 2024Q4: 42,567 shares; 2025Q1: 37,777 shares; 2025Q2: 31,194 shares; 2025Q3: 30,489 shares; 2025Q4: 28,341 shares 28,341 $1.97M 0.12% -2,148 Timeline IYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,731 shares; 2024Q4: 22,516 shares; 2025Q1: 22,516 shares; 2025Q2: 22,176 shares; 2025Q3: 21,976 shares; 2025Q4: 21,226 shares 21,226 $1.96M 0.11% -750 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: 6,225 shares; 2024Q4: 6,195 shares; 2025Q1: 6,631 shares; 2025Q2: 6,294 shares; 2025Q3: 6,224 shares; 2025Q4: 6,539 shares 6,539 $1.94M 0.11% +315 Timeline IYC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,222 shares; 2024Q4: 8,027 shares; 2025Q1: 7,862 shares; 2025Q2: 7,732 shares; 2025Q3: 19,044 shares; 2025Q4: 18,719 shares 18,719 $1.93M 0.11% -325 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: 31,542 shares; 2024Q4: 30,842 shares; 2025Q1: 31,692 shares; 2025Q2: 33,446 shares; 2025Q3: 34,131 shares; 2025Q4: 35,166 shares 35,166 $1.93M 0.11% +1,035 Timeline LDUR 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: 26,035 shares; 2024Q4: 23,227 shares; 2025Q1: 21,651 shares; 2025Q2: 20,248 shares; 2025Q3: 19,886 shares; 2025Q4: 20,031 shares 20,031 $1.92M 0.11% +145 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,765 shares; 2024Q4: 21,855 shares; 2025Q1: 30,647 shares; 2025Q2: 30,166 shares; 2025Q3: 32,832 shares; 2025Q4: 37,553 shares 37,553 $1.91M 0.11% +4,721 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: 14,704 shares; 2024Q4: 14,139 shares; 2025Q1: 12,521 shares; 2025Q2: 8,141 shares; 2025Q3: 7,912 shares; 2025Q4: 7,160 shares 7,160 $1.88M 0.11% -752 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: 9,272 shares; 2024Q4: 9,739 shares; 2025Q1: 10,861 shares; 2025Q2: 10,587 shares; 2025Q3: 10,570 shares; 2025Q4: 9,544 shares 9,544 $1.86M 0.11% -1,026 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,464 shares; 2024Q4: 22,551 shares; 2025Q1: 22,931 shares; 2025Q2: 21,166 shares; 2025Q3: 21,232 shares; 2025Q4: 41,203 shares 41,203 $1.84M 0.11% +19,971 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,935 shares; 2024Q4: 20,899 shares; 2025Q1: 20,967 shares; 2025Q2: 20,881 shares; 2025Q3: 20,881 shares; 2025Q4: 20,834 shares 20,834 $1.82M 0.11% -47 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: 15,828 shares; 2024Q4: 15,418 shares; 2025Q1: 15,076 shares; 2025Q2: 14,866 shares; 2025Q3: 14,404 shares; 2025Q4: 14,406 shares 14,406 $1.81M 0.11% +2 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: 4,962 shares; 2024Q4: 5,109 shares; 2025Q1: 5,090 shares; 2025Q2: 5,040 shares; 2025Q3: 4,774 shares; 2025Q4: 4,728 shares 4,728 $1.75M 0.1% -46 Timeline EQWL INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,789 shares; 2025Q4: 14,589 shares 14,589 $1.72M 0.1% +4,800 Timeline IWL 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: 9,909 shares; 2025Q4: 9,909 shares 9,909 $1.69M 0.1% 0 Timeline BILZ 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: 18,334 shares; 2024Q4: 19,065 shares; 2025Q1: 17,367 shares; 2025Q2: 20,280 shares; 2025Q3: 18,878 shares; 2025Q4: 16,564 shares 16,564 $1.67M 0.1% -2,314 Timeline SHV 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: 16,322 shares; 2025Q4: 14,964 shares 14,964 $1.65M 0.1% -1,358 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,814 shares; 2024Q4: 3,614 shares; 2025Q1: 3,614 shares; 2025Q2: 3,614 shares; 2025Q3: 9,610 shares; 2025Q4: 9,610 shares 9,610 $1.61M 0.09% 0 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,778 shares; 2024Q4: 17,628 shares; 2025Q1: 17,628 shares; 2025Q2: 17,628 shares; 2025Q3: 17,696 shares; 2025Q4: 17,796 shares 17,796 $1.56M 0.09% +100 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,367 shares; 2024Q4: 10,134 shares; 2025Q1: 10,199 shares; 2025Q2: 8,282 shares; 2025Q3: 8,222 shares; 2025Q4: 7,488 shares 7,488 $1.56M 0.09% -734 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: 6,605 shares; 2024Q4: 6,742 shares; 2025Q1: 6,801 shares; 2025Q2: 6,777 shares; 2025Q3: 6,777 shares; 2025Q4: 6,688 shares 6,688 $1.55M 0.09% -89 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,380 shares; 2024Q4: 7,282 shares; 2025Q1: 7,282 shares; 2025Q2: 7,101 shares; 2025Q3: 10,873 shares; 2025Q4: 10,848 shares 10,848 $1.53M 0.09% -25 Timeline GPIX GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27,650 shares 27,650 $1.46M 0.09% new Timeline IWY 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: 5,221 shares; 2025Q4: 5,221 shares 5,221 $1.45M 0.08% 0 Timeline PLNT PLANET FITNESS MASTER ISSUER More: the full row for PLANET FITNESS MASTER ISSUER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,321 shares; 2024Q4: 16,376 shares; 2025Q1: 15,931 shares; 2025Q2: 14,049 shares; 2025Q3: 13,610 shares; 2025Q4: 13,250 shares 13,250 $1.44M 0.08% -360 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,182 shares; 2024Q4: 80,994 shares; 2025Q1: 79,873 shares; 2025Q2: 64,093 shares; 2025Q3: 60,634 shares; 2025Q4: 57,681 shares 57,681 $1.44M 0.08% -2,953 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,702 shares; 2025Q4: 5,702 shares 5,702 $1.43M 0.08% 0 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,905 shares; 2024Q4: 14,150 shares; 2025Q1: 13,569 shares; 2025Q2: 13,521 shares; 2025Q3: 13,008 shares; 2025Q4: 12,410 shares 12,410 $1.4M 0.08% -598 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: 2,015 shares; 2024Q4: 2,087 shares; 2025Q1: 2,121 shares; 2025Q2: 2,224 shares; 2025Q3: 2,882 shares; 2025Q4: 2,896 shares 2,896 $1.4M 0.08% +14 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,230 shares; 2024Q4: 62,562 shares; 2025Q1: 55,760 shares; 2025Q2: 43,111 shares; 2025Q3: 39,736 shares; 2025Q4: 37,683 shares 37,683 $1.39M 0.08% -2,053 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: 20,567 shares; 2024Q4: 17,916 shares; 2025Q1: 17,531 shares; 2025Q2: 14,718 shares; 2025Q3: 14,173 shares; 2025Q4: 10,833 shares 10,833 $1.38M 0.08% -3,340 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: 8,416 shares; 2024Q4: 8,306 shares; 2025Q1: 8,376 shares; 2025Q2: 8,376 shares; 2025Q3: 8,296 shares; 2025Q4: 8,466 shares 8,466 $1.36M 0.08% +170 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,778 shares; 2024Q4: 23,593 shares; 2025Q1: 22,311 shares; 2025Q2: 22,286 shares; 2025Q3: 22,217 shares; 2025Q4: 21,616 shares 21,616 $1.35M 0.08% -601 Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,705 shares; 2025Q2: 8,430 shares; 2025Q3: 9,355 shares; 2025Q4: 9,355 shares 9,355 $1.35M 0.08% 0 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,238 shares; 2025Q2: 20,499 shares; 2025Q3: 28,318 shares; 2025Q4: 26,666 shares 26,666 $1.32M 0.08% -1,652 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,648 shares; 2024Q4: 5,548 shares; 2025Q1: 5,343 shares; 2025Q2: 5,243 shares; 2025Q3: 5,264 shares; 2025Q4: 5,129 shares 5,129 $1.32M 0.08% -135 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,005 shares; 2024Q4: 9,685 shares; 2025Q1: 13,970 shares; 2025Q2: 12,930 shares; 2025Q3: 14,085 shares; 2025Q4: 14,285 shares 14,285 $1.31M 0.08% +200 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,930 shares; 2024Q4: 25,494 shares; 2025Q1: 24,110 shares; 2025Q2: 16,570 shares; 2025Q3: 16,294 shares; 2025Q4: 15,729 shares 15,729 $1.28M 0.08% -565 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,078 shares; 2024Q4: 2,028 shares; 2025Q1: 1,986 shares; 2025Q2: 1,906 shares; 2025Q3: 2,033 shares; 2025Q4: 1,912 shares 1,912 $1.26M 0.07% -121 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: 11,136 shares; 2024Q4: 11,064 shares; 2025Q1: 10,692 shares; 2025Q2: 10,140 shares; 2025Q3: 10,090 shares; 2025Q4: 9,446 shares 9,446 $1.25M 0.07% -644 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,328 shares; 2025Q4: 3,328 shares 3,328 $1.24M 0.07% 0 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,442 shares; 2024Q4: 13,837 shares; 2025Q1: 13,087 shares; 2025Q2: 11,663 shares; 2025Q3: 11,363 shares; 2025Q4: 9,391 shares 9,391 $1.23M 0.07% -1,972 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: 4,262 shares; 2024Q4: 4,261 shares; 2025Q1: 4,256 shares; 2025Q2: 4,256 shares; 2025Q3: 3,922 shares; 2025Q4: 3,922 shares 3,922 $1.22M 0.07% 0 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,939 shares; 2024Q4: 11,539 shares; 2025Q1: 11,603 shares; 2025Q2: 11,853 shares; 2025Q3: 11,790 shares; 2025Q4: 12,501 shares 12,501 $1.2M 0.07% +711 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,298 shares; 2024Q4: 15,772 shares; 2025Q1: 14,838 shares; 2025Q2: 10,384 shares; 2025Q3: 10,334 shares; 2025Q4: 10,177 shares 10,177 $1.16M 0.07% -157 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: 1,769 shares; 2024Q4: 1,769 shares; 2025Q1: 1,769 shares; 2025Q2: 1,769 shares; 2025Q3: 7,500 shares; 2025Q4: 7,500 shares 7,500 $1.12M 0.07% 0 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,753 shares; 2024Q4: 3,700 shares; 2025Q1: 3,731 shares; 2025Q2: 2,388 shares; 2025Q3: 2,376 shares; 2025Q4: 2,464 shares 2,464 $1.11M 0.07% +88 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: 7,450 shares; 2024Q4: 7,280 shares; 2025Q1: 6,950 shares; 2025Q2: 5,070 shares; 2025Q3: 17,220 shares; 2025Q4: 16,504 shares 16,504 $1.09M 0.06% -716 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: 30,700 shares; 2024Q4: 30,850 shares; 2025Q1: 28,875 shares; 2025Q2: 28,650 shares; 2025Q3: 28,625 shares; 2025Q4: 22,246 shares 22,246 $1.07M 0.06% -6,379 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,297 shares; 2024Q4: 7,272 shares; 2025Q1: 6,967 shares; 2025Q2: 3,943 shares; 2025Q3: 2,460 shares; 2025Q4: 1,760 shares 1,760 $1.06M 0.06% -700 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: 3,283 shares; 2024Q4: 3,283 shares; 2025Q1: 3,243 shares; 2025Q2: 2,793 shares; 2025Q3: 2,667 shares; 2025Q4: 2,467 shares 2,467 $1.05M 0.06% -200 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,947 shares; 2024Q4: 3,012 shares; 2025Q1: 3,213 shares; 2025Q2: 3,125 shares; 2025Q3: 2,978 shares; 2025Q4: 3,200 shares 3,200 $1.05M 0.06% +222 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,080 shares; 2024Q4: 6,080 shares; 2025Q1: 6,080 shares; 2025Q2: 6,080 shares; 2025Q3: 6,080 shares; 2025Q4: 6,080 shares 6,080 $1.04M 0.06% 0 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: 6,294 shares; 2024Q4: 6,952 shares; 2025Q1: 7,318 shares; 2025Q2: 10,737 shares; 2025Q3: 10,581 shares; 2025Q4: 12,374 shares 12,374 $1.01M 0.06% +1,793 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,125 shares; 2024Q4: 2,206 shares; 2025Q1: 2,170 shares; 2025Q2: 2,157 shares; 2025Q3: 2,157 shares; 2025Q4: 2,167 shares 2,167 $1.01M 0.06% +10 Timeline AUPH AURINIA PHARMACEUTICALS INC More: the full row for AURINIA PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,544 shares; 2024Q4: 75,354 shares; 2025Q1: 72,586 shares; 2025Q2: 72,586 shares; 2025Q3: 69,625 shares; 2025Q4: 63,000 shares 63,000 $1M 0.06% -6,625 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: 5,208 shares; 2024Q4: 4,465 shares; 2025Q1: 4,468 shares; 2025Q2: 4,735 shares; 2025Q3: 4,530 shares; 2025Q4: 4,536 shares 4,536 $997K 0.06% +6 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: 12,215 shares; 2024Q4: 12,010 shares; 2025Q1: 11,610 shares; 2025Q2: 11,099 shares; 2025Q3: 11,054 shares; 2025Q4: 9,799 shares 9,799 $989K 0.06% -1,255 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: 19,555 shares; 2024Q4: 18,305 shares; 2025Q1: 18,475 shares; 2025Q2: 19,365 shares; 2025Q3: 21,239 shares; 2025Q4: 24,994 shares 24,994 $986K 0.06% +3,755 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: 18,224 shares; 2024Q4: 18,124 shares; 2025Q1: 18,124 shares; 2025Q2: 18,124 shares; 2025Q3: 18,124 shares; 2025Q4: 17,976 shares 17,976 $950K 0.06% -148 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,400 shares; 2025Q4: 9,400 shares 9,400 $905K 0.05% 0 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,235 shares; 2025Q1: 1,385 shares; 2025Q2: 2,060 shares; 2025Q3: 2,135 shares; 2025Q4: 2,135 shares 2,135 $901K 0.05% 0 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,040 shares; 2024Q4: 5,040 shares; 2025Q1: 5,040 shares; 2025Q2: 5,040 shares; 2025Q3: 5,040 shares; 2025Q4: 5,040 shares 5,040 $900K 0.05% 0 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: 7,295 shares; 2024Q4: 7,250 shares; 2025Q1: 7,510 shares; 2025Q2: 7,698 shares; 2025Q3: 7,459 shares; 2025Q4: 7,372 shares 7,372 $896K 0.05% -87 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: 78,279 shares; 2024Q4: 71,551 shares; 2025Q1: 68,319 shares; 2025Q2: 42,208 shares; 2025Q3: 19,049 shares; 2025Q4: 16,357 shares 16,357 $882K 0.05% -2,692 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,047 shares; 2025Q4: 2,247 shares 2,247 $869K 0.05% +200 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: 1,375 shares; 2024Q4: 1,625 shares; 2025Q1: 1,657 shares; 2025Q2: 2,751 shares; 2025Q3: 2,851 shares; 2025Q4: 2,851 shares 2,851 $866K 0.05% 0 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: 13,592 shares; 2024Q4: 13,342 shares; 2025Q1: 13,202 shares; 2025Q2: 13,077 shares; 2025Q3: 11,077 shares; 2025Q4: 11,077 shares 11,077 $858K 0.05% 0 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,897 shares; 2024Q4: 5,897 shares; 2025Q1: 5,847 shares; 2025Q2: 5,697 shares; 2025Q3: 4,197 shares; 2025Q4: 4,182 shares 4,182 $855K 0.05% -15 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,049 shares; 2024Q4: 14,167 shares; 2025Q1: 14,113 shares; 2025Q2: 13,639 shares; 2025Q3: 12,482 shares; 2025Q4: 11,876 shares 11,876 $848K 0.05% -606 Timeline IYY 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: 5,107 shares; 2025Q4: 5,107 shares 5,107 $847K 0.05% 0 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,865 shares; 2024Q4: 40,144 shares; 2025Q1: 39,087 shares; 2025Q2: 27,835 shares; 2025Q3: 22,341 shares; 2025Q4: 20,524 shares 20,524 $836K 0.05% -1,817 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,189 shares; 2024Q4: 7,451 shares; 2025Q1: 7,394 shares; 2025Q2: 7,107 shares; 2025Q3: 7,606 shares; 2025Q4: 8,966 shares 8,966 $836K 0.05% +1,360 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,044 shares; 2024Q4: 6,139 shares; 2025Q1: 5,745 shares; 2025Q2: 5,487 shares; 2025Q3: 5,597 shares; 2025Q4: 4,037 shares 4,037 $820K 0.05% -1,560 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,085 shares; 2024Q4: 3,085 shares; 2025Q1: 3,061 shares; 2025Q2: 2,880 shares; 2025Q3: 2,880 shares; 2025Q4: 2,880 shares 2,880 $803K 0.05% 0 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: 18,428 shares; 2024Q4: 12,990 shares; 2025Q1: 11,120 shares; 2025Q2: 9,195 shares; 2025Q3: 7,620 shares; 2025Q4: 7,440 shares 7,440 $794K 0.05% -180 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 959 shares; 2024Q4: 959 shares; 2025Q1: 914 shares; 2025Q2: 914 shares; 2025Q3: 914 shares; 2025Q4: 2,741 shares 2,741 $787K 0.05% +1,827 Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,500 shares; 2024Q4: 9,500 shares; 2025Q1: 9,500 shares; 2025Q2: 9,400 shares; 2025Q3: 9,400 shares; 2025Q4: 9,400 shares 9,400 $771K 0.05% 0 Timeline IMO IMPERIAL OIL LTD More: the full row for IMPERIAL OIL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,750 shares; 2024Q4: 8,750 shares; 2025Q1: 8,750 shares; 2025Q2: 8,750 shares; 2025Q3: 8,750 shares; 2025Q4: 8,750 shares 8,750 $755K 0.04% 0 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares 1 $755K 0.04% 0 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,545 shares; 2024Q4: 9,710 shares; 2025Q1: 9,710 shares; 2025Q2: 9,740 shares; 2025Q3: 9,725 shares; 2025Q4: 9,225 shares 9,225 $749K 0.04% -500 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: 12,297 shares; 2024Q4: 11,875 shares; 2025Q1: 12,049 shares; 2025Q2: 12,049 shares; 2025Q3: 11,599 shares; 2025Q4: 12,899 shares 12,899 $744K 0.04% +1,300 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,130 shares; 2024Q4: 1,130 shares; 2025Q1: 980 shares; 2025Q2: 984 shares; 2025Q3: 984 shares; 2025Q4: 984 shares 984 $742K 0.04% 0 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,545 shares; 2024Q4: 6,155 shares; 2025Q1: 6,556 shares; 2025Q2: 5,661 shares; 2025Q3: 5,826 shares; 2025Q4: 5,826 shares 5,826 $710K 0.04% 0 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,095 shares; 2024Q4: 11,050 shares; 2025Q1: 10,900 shares; 2025Q2: 10,900 shares; 2025Q3: 11,087 shares; 2025Q4: 11,787 shares 11,787 $709K 0.04% +700 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: 1,911 shares; 2024Q4: 1,911 shares; 2025Q1: 1,911 shares; 2025Q2: 1,895 shares; 2025Q3: 1,895 shares; 2025Q4: 1,493 shares 1,493 $707K 0.04% -402 Timeline SMH 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: 17,229 shares; 2024Q4: 16,872 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,537 shares; 2025Q4: 1,962 shares 1,962 $707K 0.04% -575 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: 1,994 shares; 2024Q4: 1,994 shares; 2025Q1: 2,445 shares; 2025Q2: 2,131 shares; 2025Q3: 2,178 shares; 2025Q4: 2,105 shares 2,105 $706K 0.04% -73 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,892 shares; 2024Q4: 2,957 shares; 2025Q1: 2,927 shares; 2025Q2: 2,814 shares; 2025Q3: 2,827 shares; 2025Q4: 2,827 shares 2,827 $698K 0.04% 0 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,950 shares; 2024Q4: 3,950 shares; 2025Q1: 3,950 shares; 2025Q2: 3,950 shares; 2025Q3: 3,950 shares; 2025Q4: 3,450 shares 3,450 $674K 0.04% -500 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,830 shares; 2024Q4: 2,073 shares; 2025Q1: 2,075 shares; 2025Q2: 2,016 shares; 2025Q3: 2,028 shares; 2025Q4: 1,984 shares 1,984 $668K 0.04% -44 Timeline XLRE 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: 12,177 shares; 2024Q4: 12,727 shares; 2025Q1: 12,897 shares; 2025Q2: 11,634 shares; 2025Q3: 16,099 shares; 2025Q4: 16,099 shares 16,099 $650K 0.04% 0 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,222 shares; 2025Q4: 6,222 shares 6,222 $647K 0.04% 0 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,320 shares; 2024Q4: 2,259 shares; 2025Q1: 2,259 shares; 2025Q2: 2,159 shares; 2025Q3: 6,772 shares; 2025Q4: 6,747 shares 6,747 $635K 0.04% -25 Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,136 shares; 2025Q4: 4,090 shares 4,090 $606K 0.04% -46 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: 6,720 shares; 2024Q4: 6,703 shares; 2025Q1: 6,583 shares; 2025Q2: 6,583 shares; 2025Q3: 6,583 shares; 2025Q4: 6,158 shares 6,158 $592K 0.03% -425 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,829 shares; 2024Q4: 9,759 shares; 2025Q1: 9,609 shares; 2025Q2: 6,074 shares; 2025Q3: 5,924 shares; 2025Q4: 5,924 shares 5,924 $579K 0.03% 0 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: 103,150 shares; 2024Q4: 78,785 shares; 2025Q1: 76,610 shares; 2025Q2: 74,470 shares; 2025Q3: 74,570 shares; 2025Q4: 54,960 shares 54,960 $574K 0.03% -19,610 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: 2,956 shares; 2024Q4: 3,148 shares; 2025Q1: 2,991 shares; 2025Q2: 2,932 shares; 2025Q3: 4,759 shares; 2025Q4: 4,753 shares 4,753 $571K 0.03% -6 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,324 shares; 2024Q4: 10,194 shares; 2025Q1: 9,049 shares; 2025Q2: 5,200 shares; 2025Q3: 4,586 shares; 2025Q4: 4,113 shares 4,113 $561K 0.03% -473 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,933 shares; 2024Q4: 67,773 shares; 2025Q1: 48,668 shares; 2025Q2: 27,474 shares; 2025Q3: 25,784 shares; 2025Q4: 18,747 shares 18,747 $560K 0.03% -7,037 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,858 shares; 2024Q4: 1,658 shares; 2025Q1: 1,658 shares; 2025Q2: 1,658 shares; 2025Q3: 1,508 shares; 2025Q4: 1,583 shares 1,583 $559K 0.03% +75 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: 6,786 shares; 2024Q4: 6,555 shares; 2025Q1: 6,564 shares; 2025Q2: 6,580 shares; 2025Q3: 6,367 shares; 2025Q4: 5,585 shares 5,585 $558K 0.03% -782 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: 92,495 shares; 2024Q4: 60,677 shares; 2025Q1: 46,885 shares; 2025Q2: 33,500 shares; 2025Q3: 22,725 shares; 2025Q4: 23,547 shares 23,547 $558K 0.03% +822 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,929 shares; 2024Q4: 17,929 shares; 2025Q1: 17,852 shares; 2025Q2: 17,816 shares; 2025Q3: 17,878 shares; 2025Q4: 19,978 shares 19,978 $549K 0.03% +2,100 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,255 shares; 2024Q4: 34,838 shares; 2025Q1: 34,966 shares; 2025Q2: 33,349 shares; 2025Q3: 31,488 shares; 2025Q4: 19,964 shares 19,964 $548K 0.03% -11,524 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,720 shares; 2024Q4: 2,657 shares; 2025Q1: 2,657 shares; 2025Q2: 2,257 shares; 2025Q3: 4,234 shares; 2025Q4: 4,291 shares 4,291 $529K 0.03% +57 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,963 shares; 2024Q4: 13,963 shares; 2025Q1: 12,913 shares; 2025Q2: 11,718 shares; 2025Q3: 11,718 shares; 2025Q4: 11,068 shares 11,068 $518K 0.03% -650 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,578 shares; 2024Q4: 16,734 shares; 2025Q1: 18,447 shares; 2025Q2: 18,429 shares; 2025Q3: 17,229 shares; 2025Q4: 19,109 shares 19,109 $514K 0.03% +1,880 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: 8,270 shares; 2024Q4: 8,273 shares; 2025Q1: 7,831 shares; 2025Q2: 6,987 shares; 2025Q3: 6,950 shares; 2025Q4: 6,492 shares 6,492 $513K 0.03% -458 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 750 shares; 2024Q4: 750 shares; 2025Q1: 750 shares; 2025Q2: 750 shares; 2025Q3: 750 shares; 2025Q4: 955 shares 955 $509K 0.03% +205 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: 10,191 shares; 2024Q4: 10,193 shares; 2025Q1: 10,498 shares; 2025Q2: 10,898 shares; 2025Q3: 10,603 shares; 2025Q4: 10,603 shares 10,603 $507K 0.03% 0 Timeline IAT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,935 shares; 2024Q4: 8,935 shares; 2025Q1: 8,935 shares; 2025Q2: 8,970 shares; 2025Q3: 8,970 shares; 2025Q4: 8,970 shares 8,970 $495K 0.03% 0 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,990 shares; 2024Q4: 23,362 shares; 2025Q1: 19,639 shares; 2025Q2: 19,099 shares; 2025Q3: 17,744 shares; 2025Q4: 10,444 shares 10,444 $491K 0.03% -7,300 Timeline RFI COHEN & STEERS TOTAL RETURN More: the full row for COHEN & STEERS TOTAL RETURN 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: 44,301 shares 44,301 $490K 0.03% new Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,721 shares; 2024Q4: 1,721 shares; 2025Q1: 1,722 shares; 2025Q2: 1,722 shares; 2025Q3: 1,622 shares; 2025Q4: 1,670 shares 1,670 $481K 0.03% +48 Timeline MHK MOHAWK INDS INC More: the full row for MOHAWK INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,985 shares; 2024Q4: 4,967 shares; 2025Q1: 4,857 shares; 2025Q2: 4,757 shares; 2025Q3: 4,408 shares; 2025Q4: 4,313 shares 4,313 $471K 0.03% -95 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: 16,990 shares; 2024Q4: 17,115 shares; 2025Q1: 17,193 shares; 2025Q2: 16,570 shares; 2025Q3: 14,230 shares; 2025Q4: 14,357 shares 14,357 $460K 0.03% +127 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,572 shares; 2025Q1: 19,398 shares; 2025Q2: 20,210 shares; 2025Q3: 16,130 shares; 2025Q4: 13,771 shares 13,771 $449K 0.03% -2,359 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,532 shares; 2025Q4: 1,532 shares 1,532 $445K 0.03% 0 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,012 shares; 2024Q4: 1,201 shares; 2025Q1: 1,201 shares; 2025Q2: 1,201 shares; 2025Q3: 1,208 shares; 2025Q4: 1,523 shares 1,523 $442K 0.03% +315 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,920 shares; 2025Q4: 10,335 shares 10,335 $442K 0.03% +1,415 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,861 shares; 2025Q4: 4,861 shares 4,861 $435K 0.03% 0 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,534 shares; 2025Q4: 6,417 shares 6,417 $431K 0.03% -117 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,839 shares; 2024Q4: 8,563 shares; 2025Q1: 8,558 shares; 2025Q2: 8,561 shares; 2025Q3: 8,558 shares; 2025Q4: 6,303 shares 6,303 $424K 0.02% -2,255 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: 2,392 shares; 2024Q4: 2,612 shares; 2025Q1: 2,612 shares; 2025Q2: 2,612 shares; 2025Q3: 2,204 shares; 2025Q4: 2,204 shares 2,204 $421K 0.02% 0 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,220 shares; 2024Q4: 3,170 shares; 2025Q1: 3,170 shares; 2025Q2: 4,070 shares; 2025Q3: 4,070 shares; 2025Q4: 4,070 shares 4,070 $417K 0.02% 0 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,358 shares; 2024Q4: 4,541 shares; 2025Q1: 3,470 shares; 2025Q2: 3,470 shares; 2025Q3: 3,401 shares; 2025Q4: 3,784 shares 3,784 $417K 0.02% +383 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 891 shares; 2024Q4: 941 shares; 2025Q1: 866 shares; 2025Q2: 866 shares; 2025Q3: 866 shares; 2025Q4: 866 shares 866 $416K 0.02% 0 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,533 shares; 2024Q4: 8,264 shares; 2025Q1: 8,146 shares; 2025Q2: 8,117 shares; 2025Q3: 7,991 shares; 2025Q4: 7,700 shares 7,700 $414K 0.02% -291 Timeline FNDX 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: 5,606 shares; 2024Q4: 16,818 shares; 2025Q1: 18,042 shares; 2025Q2: 17,717 shares; 2025Q3: 15,017 shares; 2025Q4: 15,017 shares 15,017 $409K 0.02% 0 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,820 shares; 2024Q4: 17,720 shares; 2025Q1: 17,921 shares; 2025Q2: 18,044 shares; 2025Q3: 15,560 shares; 2025Q4: 16,420 shares 16,420 $408K 0.02% +860 Timeline PTLC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,295 shares; 2025Q4: 7,295 shares 7,295 $405K 0.02% 0 Timeline IYT 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: 5,400 shares; 2024Q4: 5,535 shares; 2025Q1: 5,535 shares; 2025Q2: 5,400 shares; 2025Q3: 5,400 shares; 2025Q4: 5,400 shares 5,400 $402K 0.02% 0 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,290 shares; 2024Q4: 6,170 shares; 2025Q1: 5,901 shares; 2025Q2: 5,264 shares; 2025Q3: 3,644 shares; 2025Q4: 2,274 shares 2,274 $399K 0.02% -1,370 Timeline IYR 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: 2,040 shares; 2024Q4: not reported; 2025Q1: 2,205 shares; 2025Q2: 2,203 shares; 2025Q3: 4,272 shares; 2025Q4: 4,247 shares 4,247 $399K 0.02% -25 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,529 shares; 2025Q3: 2,229 shares; 2025Q4: 2,239 shares 2,239 $398K 0.02% +10 Timeline DLB DOLBY LABORATORIES INC More: the full row for DOLBY LABORATORIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,705 shares; 2024Q4: 17,355 shares; 2025Q1: 14,445 shares; 2025Q2: 11,430 shares; 2025Q3: 10,680 shares; 2025Q4: 6,135 shares 6,135 $394K 0.02% -4,545 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,819 shares; 2024Q4: 9,729 shares; 2025Q1: 9,729 shares; 2025Q2: 9,629 shares; 2025Q3: 9,406 shares; 2025Q4: 8,318 shares 8,318 $387K 0.02% -1,088 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,609 shares; 2024Q4: 2,600 shares; 2025Q1: 2,681 shares; 2025Q2: 2,581 shares; 2025Q3: 2,581 shares; 2025Q4: 2,506 shares 2,506 $386K 0.02% -75 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,717 shares; 2024Q4: 26,642 shares; 2025Q1: 25,157 shares; 2025Q2: 18,632 shares; 2025Q3: 14,497 shares; 2025Q4: 12,256 shares 12,256 $379K 0.02% -2,241 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,183 shares; 2024Q4: 4,818 shares; 2025Q1: 4,910 shares; 2025Q2: 5,410 shares; 2025Q3: 5,410 shares; 2025Q4: 5,160 shares 5,160 $379K 0.02% -250 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,555 shares; 2025Q3: 1,555 shares; 2025Q4: 1,555 shares 1,555 $377K 0.02% 0 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,520 shares; 2024Q4: 4,520 shares; 2025Q1: 4,395 shares; 2025Q2: 4,395 shares; 2025Q3: 4,395 shares; 2025Q4: 4,395 shares 4,395 $376K 0.02% 0 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,275 shares; 2024Q4: 2,276 shares; 2025Q1: 2,126 shares; 2025Q2: 2,126 shares; 2025Q3: 2,101 shares; 2025Q4: 2,052 shares 2,052 $372K 0.02% -49 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,166 shares; 2024Q4: 3,146 shares; 2025Q1: 3,146 shares; 2025Q2: 3,446 shares; 2025Q3: 3,479 shares; 2025Q4: 3,237 shares 3,237 $363K 0.02% -242 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 574 shares; 2024Q4: 592 shares; 2025Q1: 622 shares; 2025Q2: 622 shares; 2025Q3: 626 shares; 2025Q4: 626 shares 626 $363K 0.02% 0 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: 7,430 shares 7,430 $361K 0.02% new 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: 18,825 shares; 2024Q4: 16,532 shares; 2025Q1: 15,567 shares; 2025Q2: 10,927 shares; 2025Q3: 6,710 shares; 2025Q4: 6,560 shares 6,560 $359K 0.02% -150 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,537 shares; 2024Q4: 3,527 shares; 2025Q1: 3,525 shares; 2025Q2: 3,505 shares; 2025Q3: 3,505 shares; 2025Q4: 4,010 shares 4,010 $350K 0.02% +505 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,563 shares; 2024Q4: 4,967 shares; 2025Q1: 4,867 shares; 2025Q2: 3,959 shares; 2025Q3: 4,008 shares; 2025Q4: 4,159 shares 4,159 $350K 0.02% +151 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: 2,346 shares; 2024Q4: 2,332 shares; 2025Q1: 2,335 shares; 2025Q2: 2,338 shares; 2025Q3: 2,315 shares; 2025Q4: 2,319 shares 2,319 $333K 0.02% +4 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,789 shares; 2024Q4: 10,050 shares; 2025Q1: 9,000 shares; 2025Q2: 6,625 shares; 2025Q3: 6,120 shares; 2025Q4: 6,120 shares 6,120 $329K 0.02% 0 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,544 shares; 2024Q4: 2,544 shares; 2025Q1: 2,544 shares; 2025Q2: 2,344 shares; 2025Q3: 2,344 shares; 2025Q4: 2,284 shares 2,284 $318K 0.02% -60 Timeline SOXX 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: 990 shares; 2024Q4: 990 shares; 2025Q1: not reported; 2025Q2: 2,015 shares; 2025Q3: 2,120 shares; 2025Q4: 1,025 shares 1,025 $309K 0.02% -1,095 Timeline SCHI 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: 5,854 shares; 2024Q4: 11,708 shares; 2025Q1: 13,443 shares; 2025Q2: 13,443 shares; 2025Q3: 13,408 shares; 2025Q4: 13,408 shares 13,408 $308K 0.02% 0 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,023 shares; 2024Q4: 10,023 shares; 2025Q1: 10,023 shares; 2025Q2: 14,548 shares; 2025Q3: 14,548 shares; 2025Q4: 12,798 shares 12,798 $307K 0.02% -1,750 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: 221 shares; 2024Q4: 221 shares; 2025Q1: 221 shares; 2025Q2: 2,207 shares; 2025Q3: 1,984 shares; 2025Q4: 1,984 shares 1,984 $304K 0.02% 0 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,328 shares; 2024Q4: 2,328 shares; 2025Q1: 2,328 shares; 2025Q2: 2,328 shares; 2025Q3: 2,328 shares; 2025Q4: 2,328 shares 2,328 $302K 0.02% 0 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 683 shares; 2024Q4: 560 shares; 2025Q1: 600 shares; 2025Q2: 573 shares; 2025Q3: 573 shares; 2025Q4: 573 shares 573 $299K 0.02% 0 Timeline SCHF 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: 6,909 shares; 2024Q4: 13,567 shares; 2025Q1: 14,128 shares; 2025Q2: 13,875 shares; 2025Q3: 12,275 shares; 2025Q4: 12,275 shares 12,275 $295K 0.02% 0 Timeline IEZ 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: 20,915 shares; 2025Q1: 33,445 shares; 2025Q2: 31,720 shares; 2025Q3: 20,455 shares; 2025Q4: 14,020 shares 14,020 $293K 0.02% -6,435 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,003 shares; 2024Q4: 6,001 shares; 2025Q1: 4,612 shares; 2025Q2: 4,594 shares; 2025Q3: 3,840 shares; 2025Q4: 2,318 shares 2,318 $292K 0.02% -1,522 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,523 shares; 2024Q4: 5,223 shares; 2025Q1: 6,113 shares; 2025Q2: 6,113 shares; 2025Q3: 6,123 shares; 2025Q4: 6,199 shares 6,199 $292K 0.02% +76 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: 2,102 shares; 2024Q4: 2,102 shares; 2025Q1: 1,702 shares; 2025Q2: 1,702 shares; 2025Q3: 1,702 shares; 2025Q4: 1,702 shares 1,702 $285K 0.02% 0 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 955 shares; 2024Q4: 955 shares; 2025Q1: 955 shares; 2025Q2: 955 shares; 2025Q3: 955 shares; 2025Q4: 955 shares 955 $285K 0.02% 0 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: 4,129 shares; 2024Q4: 12,385 shares; 2025Q1: 12,385 shares; 2025Q2: 12,385 shares; 2025Q3: 12,385 shares; 2025Q4: 10,855 shares 10,855 $285K 0.02% -1,530 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: 1,774 shares; 2024Q4: 1,796 shares; 2025Q1: 1,771 shares; 2025Q2: 1,771 shares; 2025Q3: 1,760 shares; 2025Q4: 1,744 shares 1,744 $284K 0.02% -16 Timeline SCHR 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: 5,999 shares; 2024Q4: 10,350 shares; 2025Q1: 10,883 shares; 2025Q2: 11,133 shares; 2025Q3: 11,133 shares; 2025Q4: 11,133 shares 11,133 $279K 0.02% 0 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,179 shares; 2024Q4: 4,307 shares; 2025Q1: 3,736 shares; 2025Q2: 2,379 shares; 2025Q3: 2,064 shares; 2025Q4: 1,429 shares 1,429 $277K 0.02% -635 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,008 shares; 2024Q4: 2,008 shares; 2025Q1: 2,008 shares; 2025Q2: 2,008 shares; 2025Q3: 1,998 shares; 2025Q4: 1,698 shares 1,698 $277K 0.02% -300 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 252 shares; 2025Q1: 257 shares; 2025Q2: 257 shares; 2025Q3: 257 shares; 2025Q4: 257 shares 257 $275K 0.02% 0 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,009 shares; 2024Q4: 6,109 shares; 2025Q1: 5,549 shares; 2025Q2: 4,469 shares; 2025Q3: 4,264 shares; 2025Q4: 3,971 shares 3,971 $272K 0.02% -293 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,006 shares 2,006 $268K 0.02% new Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,500 shares; 2024Q4: 1,498 shares; 2025Q1: 1,498 shares; 2025Q2: 1,498 shares; 2025Q3: 1,498 shares; 2025Q4: 1,498 shares 1,498 $266K 0.02% 0 Timeline IWO 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: 1,205 shares; 2024Q4: 1,205 shares; 2025Q1: 1,205 shares; 2025Q2: 1,205 shares; 2025Q3: 1,205 shares; 2025Q4: 805 shares 805 $260K 0.02% -400 Timeline UCB UNITED CMNTY BKS BLAIRSVLE G More: the full row for UNITED CMNTY BKS BLAIRSVLE G Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,891 shares; 2024Q4: 7,891 shares; 2025Q1: 7,891 shares; 2025Q2: 7,891 shares; 2025Q3: 7,891 shares; 2025Q4: 8,266 shares 8,266 $258K 0.02% +375 Timeline HOLX HOLOGIC INC More: the full row for HOLOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,219 shares; 2024Q4: 12,839 shares; 2025Q1: 8,475 shares; 2025Q2: 4,267 shares; 2025Q3: 4,087 shares; 2025Q4: 3,462 shares 3,462 $258K 0.02% -625 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,627 shares; 2025Q4: 3,627 shares 3,627 $257K 0.02% 0 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 723 shares 723 $254K 0.01% new Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,012 shares; 2024Q4: 1,070 shares; 2025Q1: 1,071 shares; 2025Q2: 991 shares; 2025Q3: 992 shares; 2025Q4: 1,142 shares 1,142 $251K 0.01% +150 Timeline XYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,430 shares; 2025Q3: 6,035 shares; 2025Q4: 6,048 shares 6,048 $246K 0.01% +13 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM 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: 8,395 shares; 2025Q4: 10,945 shares 10,945 $245K 0.01% +2,550 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: 1,344 shares; 2024Q4: 1,246 shares; 2025Q1: 1,247 shares; 2025Q2: 1,148 shares; 2025Q3: 1,148 shares; 2025Q4: 1,149 shares 1,149 $242K 0.01% +1 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,086 shares; 2025Q4: 2,111 shares 2,111 $240K 0.01% +25 Timeline ACWV 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: 2,018 shares; 2025Q4: 2,018 shares 2,018 $240K 0.01% 0 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,196 shares; 2025Q1: 1,196 shares; 2025Q2: 1,196 shares; 2025Q3: 1,149 shares; 2025Q4: 1,149 shares 1,149 $239K 0.01% 0 Timeline IYK 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: 3,389 shares; 2024Q4: 3,059 shares; 2025Q1: 3,009 shares; 2025Q2: 3,009 shares; 2025Q3: 3,867 shares; 2025Q4: 3,562 shares 3,562 $238K 0.01% -305 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: 5,534 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,208 shares; 2025Q3: 5,208 shares; 2025Q4: 5,208 shares 5,208 $235K 0.01% 0 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,251 shares; 2024Q4: 1,251 shares; 2025Q1: 1,251 shares; 2025Q2: 1,251 shares; 2025Q3: 1,251 shares; 2025Q4: 1,251 shares 1,251 $231K 0.01% 0 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: 4,976 shares; 2024Q4: 3,474 shares; 2025Q1: 2,845 shares; 2025Q2: 2,563 shares; 2025Q3: 2,044 shares; 2025Q4: 1,730 shares 1,730 $230K 0.01% -314 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: 4,930 shares; 2024Q4: 4,775 shares; 2025Q1: 4,635 shares; 2025Q2: 4,425 shares; 2025Q3: 3,695 shares; 2025Q4: 3,695 shares 3,695 $230K 0.01% 0 Timeline FNDA 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: 3,580 shares; 2024Q4: 7,160 shares; 2025Q1: 7,424 shares; 2025Q2: 7,362 shares; 2025Q3: 7,287 shares; 2025Q4: 7,287 shares 7,287 $230K 0.01% 0 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,097 shares; 2025Q4: 3,097 shares 3,097 $229K 0.01% 0 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,590 shares; 2024Q4: 4,440 shares; 2025Q1: 2,890 shares; 2025Q2: 2,595 shares; 2025Q3: 2,595 shares; 2025Q4: 2,140 shares 2,140 $229K 0.01% -455 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,517 shares 3,517 $227K 0.01% new Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 445 shares; 2024Q4: 445 shares; 2025Q1: not reported; 2025Q2: 370 shares; 2025Q3: 370 shares; 2025Q4: 370 shares 370 $223K 0.01% 0 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,194 shares; 2024Q4: 1,190 shares; 2025Q1: 1,190 shares; 2025Q2: 1,168 shares; 2025Q3: 1,000 shares; 2025Q4: 1,048 shares 1,048 $222K 0.01% +48 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,900 shares; 2024Q4: 3,900 shares; 2025Q1: 3,900 shares; 2025Q2: 3,900 shares; 2025Q3: 3,900 shares; 2025Q4: 3,400 shares 3,400 $221K 0.01% -500 Timeline PTY PIMCO CORPORATE & INCOME OPP More: the full row for PIMCO CORPORATE & INCOME OPP 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: 16,152 shares; 2025Q3: 16,566 shares; 2025Q4: 16,996 shares 16,996 $219K 0.01% +430 Timeline MTSI MACOM TECH SOLUTIONS HLDGS I More: the full row for MACOM TECH SOLUTIONS HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,970 shares; 2024Q4: 2,012 shares; 2025Q1: not reported; 2025Q2: 1,470 shares; 2025Q3: not reported; 2025Q4: 1,279 shares 1,279 $219K 0.01% new Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,524 shares; 2024Q4: not reported; 2025Q1: 5,024 shares; 2025Q2: 5,024 shares; 2025Q3: 5,024 shares; 2025Q4: 5,024 shares 5,024 $219K 0.01% 0 Timeline XCHYX CALAMOS CONV & HIGH INCOME F More: the full row for CALAMOS CONV & HIGH INCOME F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,199 shares; 2025Q3: 18,693 shares; 2025Q4: 19,196 shares 19,196 $217K 0.01% +503 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 797 shares; 2025Q3: 797 shares; 2025Q4: 797 shares 797 $215K 0.01% 0 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,240 shares 1,240 $212K 0.01% new Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 588 shares; 2025Q4: 450 shares 450 $211K 0.01% -138 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,340 shares; 2024Q4: 12,050 shares; 2025Q1: 12,050 shares; 2025Q2: 12,050 shares; 2025Q3: 12,050 shares; 2025Q4: 12,050 shares 12,050 $209K 0.01% 0 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: 4,232 shares; 2024Q4: 4,344 shares; 2025Q1: 4,344 shares; 2025Q2: 4,232 shares; 2025Q3: not reported; 2025Q4: 4,232 shares 4,232 $205K 0.01% new Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,402 shares; 2025Q1: 8,672 shares; 2025Q2: 7,532 shares; 2025Q3: 6,372 shares; 2025Q4: 5,297 shares 5,297 $203K 0.01% -1,075 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,317 shares; 2025Q4: 4,317 shares 4,317 $201K 0.01% 0 Timeline PK PARK HOTELS & RESORTS INC More: the full row for PARK HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,350 shares; 2024Q4: 18,950 shares; 2025Q1: 18,550 shares; 2025Q2: 12,575 shares; 2025Q3: 12,575 shares; 2025Q4: 12,125 shares 12,125 $127K 0.01% -450 Timeline NOK NOKIA CORP More: the full row for NOKIA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,650 shares; 2024Q4: 21,650 shares; 2025Q1: 18,650 shares; 2025Q2: 18,650 shares; 2025Q3: 18,650 shares; 2025Q4: 18,150 shares 18,150 $117K 0.01% -500 Timeline