LGDX TIDAL TRUST III More: the full row for TIDAL TRUST 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: 871,944 shares; 2025Q2: 871,944 shares; 2025Q3: 871,944 shares; 2025Q4: 871,944 shares 871,944 $20M 5.66% 0 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,220 shares; 2024Q4: 35,099 shares; 2025Q1: 25,724 shares; 2025Q2: 25,138 shares; 2025Q3: 46,995 shares; 2025Q4: 55,164 shares 55,164 $15M 4.23% +8,169 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: 16,113 shares; 2024Q4: 27,174 shares; 2025Q1: 27,136 shares; 2025Q2: 14,167 shares; 2025Q3: 14,311 shares; 2025Q4: 39,835 shares 39,835 $12.5M 3.52% +25,524 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: 84,556 shares; 2024Q4: 95,773 shares; 2025Q1: 62,132 shares; 2025Q2: 64,748 shares; 2025Q3: 77,155 shares; 2025Q4: 65,313 shares 65,313 $12.2M 3.44% -11,842 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: 26,002 shares; 2024Q4: 24,438 shares; 2025Q1: 24,048 shares; 2025Q2: 23,800 shares; 2025Q3: 23,971 shares; 2025Q4: 24,009 shares 24,009 $11.6M 3.28% +38 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: 15,441 shares; 2024Q4: 15,199 shares; 2025Q1: 15,078 shares; 2025Q2: 13,117 shares; 2025Q3: 13,254 shares; 2025Q4: 12,275 shares 12,275 $8.37M 2.36% -979 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: 11,106 shares; 2024Q4: 5,668 shares; 2025Q1: 4,782 shares; 2025Q2: 14,332 shares; 2025Q3: 40,905 shares; 2025Q4: 57,170 shares 57,170 $8.21M 2.32% +16,265 Timeline ISVL 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: 99,743 shares; 2025Q3: 157,605 shares; 2025Q4: 159,213 shares 159,213 $7.58M 2.14% +1,608 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 61,224 shares 61,224 $7.47M 2.11% new 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: 15,928 shares; 2024Q4: 15,866 shares; 2025Q1: 19,477 shares; 2025Q2: 33,949 shares; 2025Q3: 8,263 shares; 2025Q4: 17,263 shares 17,263 $7.29M 2.06% +9,000 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: 9,799 shares; 2024Q4: 9,537 shares; 2025Q1: 10,345 shares; 2025Q2: 11,439 shares; 2025Q3: 11,240 shares; 2025Q4: 11,585 shares 11,585 $7.27M 2.05% +345 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: 1,435 shares; 2024Q4: 2,235 shares; 2025Q1: 14,838 shares; 2025Q2: 32,889 shares; 2025Q3: 32,777 shares; 2025Q4: 32,553 shares 32,553 $7.07M 2% -224 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: 23,909 shares; 2024Q4: 35,020 shares; 2025Q1: 34,265 shares; 2025Q2: 10,439 shares; 2025Q3: 10,599 shares; 2025Q4: 30,337 shares 30,337 $7M 1.98% +19,738 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA 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 $6.93M 1.96% new Timeline CECO CECO ENVIRONMENTAL CORP More: the full row for CECO ENVIRONMENTAL 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: 47,027 shares; 2025Q4: 113,870 shares 113,870 $6.82M 1.92% +66,843 Timeline DVYE 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: 39,573 shares; 2024Q4: 39,287 shares; 2025Q1: 39,048 shares; 2025Q2: 38,705 shares; 2025Q3: 39,494 shares; 2025Q4: 210,037 shares 210,037 $6.54M 1.85% +170,543 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: 12,240 shares; 2024Q4: 10,646 shares; 2025Q1: 10,389 shares; 2025Q2: 10,402 shares; 2025Q3: 10,408 shares; 2025Q4: 31,440 shares 31,440 $6.51M 1.84% +21,032 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: 2,886 shares; 2024Q4: 3,061 shares; 2025Q1: 9,761 shares; 2025Q2: 14,281 shares; 2025Q3: 1,099 shares; 2025Q4: 16,168 shares 16,168 $6.41M 1.81% +15,069 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: 6,240 shares; 2024Q4: 5,910 shares; 2025Q1: 5,436 shares; 2025Q2: 5,720 shares; 2025Q3: 5,917 shares; 2025Q4: 13,213 shares 13,213 $5.94M 1.68% +7,296 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,328 shares; 2024Q4: 18,328 shares; 2025Q1: 18,331 shares; 2025Q2: 18,332 shares; 2025Q3: 18,332 shares; 2025Q4: 18,293 shares 18,293 $5.93M 1.67% -39 Timeline RKT ROCKET COS INC More: the full row for ROCKET COS 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: 233,985 shares; 2025Q3: 300,743 shares; 2025Q4: 297,213 shares 297,213 $5.75M 1.62% -3,530 Timeline SGOV 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: 3,990 shares; 2025Q1: 18,829 shares; 2025Q2: 28,241 shares; 2025Q3: 48,027 shares; 2025Q4: 54,700 shares 54,700 $5.49M 1.55% +6,673 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 91,234 shares 91,234 $5.22M 1.47% new 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: 4,768 shares; 2024Q4: 6,098 shares; 2025Q1: 5,858 shares; 2025Q2: 5,494 shares; 2025Q3: 5,998 shares; 2025Q4: 46,663 shares 46,663 $5.2M 1.47% +40,665 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: 4,500 shares; 2024Q4: 4,700 shares; 2025Q1: 2,700 shares; 2025Q2: 2,800 shares; 2025Q3: 2,500 shares; 2025Q4: 15,673 shares 15,673 $5.13M 1.45% +13,173 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: 2,527 shares; 2024Q4: 2,407 shares; 2025Q1: 2,207 shares; 2025Q2: 2,227 shares; 2025Q3: 2,027 shares; 2025Q4: 14,874 shares 14,874 $4.55M 1.28% +12,847 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: 13,523 shares; 2024Q4: 12,090 shares; 2025Q1: 11,953 shares; 2025Q2: 11,938 shares; 2025Q3: 11,920 shares; 2025Q4: 11,901 shares 11,901 $4.17M 1.18% -19 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 45,708 shares 45,708 $4.17M 1.18% new Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 28,491 shares; 2025Q4: 14,327 shares 14,327 $4.16M 1.17% -14,164 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY 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: 14,849 shares; 2025Q2: 44,155 shares; 2025Q3: not reported; 2025Q4: 12,903 shares 12,903 $4.06M 1.15% new 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: 35,126 shares; 2024Q4: 35,057 shares; 2025Q1: 33,981 shares; 2025Q2: 33,926 shares; 2025Q3: 32,940 shares; 2025Q4: 32,536 shares 32,536 $4.01M 1.13% -404 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: 11,566 shares; 2024Q4: 10,696 shares; 2025Q1: 10,542 shares; 2025Q2: 10,462 shares; 2025Q3: 10,463 shares; 2025Q4: 10,439 shares 10,439 $3.28M 0.92% -24 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: 16,326 shares; 2024Q4: 16,301 shares; 2025Q1: 15,726 shares; 2025Q2: 15,703 shares; 2025Q3: 15,532 shares; 2025Q4: 15,324 shares 15,324 $3.25M 0.92% -208 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 23,808 shares; 2025Q1: 93,320 shares; 2025Q2: 13,409 shares; 2025Q3: 26,204 shares; 2025Q4: 36,057 shares 36,057 $3.14M 0.89% +9,853 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: 4,118 shares; 2024Q4: 3,989 shares; 2025Q1: 4,091 shares; 2025Q2: 4,182 shares; 2025Q3: 4,183 shares; 2025Q4: 4,140 shares 4,140 $3.12M 0.88% -43 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: 5,737 shares; 2024Q4: 2,827 shares; 2025Q1: 2,795 shares; 2025Q2: 2,796 shares; 2025Q3: 2,801 shares; 2025Q4: 2,903 shares 2,903 $3.12M 0.88% +102 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 29,629 shares 29,629 $3.11M 0.88% new Timeline ELF E L F BEAUTY INC More: the full row for E L F BEAUTY 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: 18,485 shares; 2025Q4: 35,369 shares 35,369 $2.69M 0.76% +16,884 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: 5,319 shares; 2024Q4: 5,215 shares; 2025Q1: 5,089 shares; 2025Q2: 5,298 shares; 2025Q3: 5,303 shares; 2025Q4: 5,348 shares 5,348 $2.69M 0.76% +45 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,078 shares; 2024Q4: 9,997 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,953 shares 16,953 $2.66M 0.75% new 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: 9,741 shares; 2024Q4: 9,741 shares; 2025Q1: 9,976 shares; 2025Q2: 9,976 shares; 2025Q3: 9,976 shares; 2025Q4: 9,976 shares 9,976 $2.46M 0.69% 0 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: 16,299 shares; 2024Q4: 16,263 shares; 2025Q1: 16,023 shares; 2025Q2: 16,711 shares; 2025Q3: 16,630 shares; 2025Q4: 16,370 shares 16,370 $2.31M 0.65% -260 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: 4,264 shares; 2024Q4: 3,908 shares; 2025Q1: 4,198 shares; 2025Q2: 3,746 shares; 2025Q3: 3,745 shares; 2025Q4: 3,754 shares 3,754 $2.31M 0.65% +9 Timeline THR THERMON GROUP HLDGS INC More: the full row for THERMON GROUP HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 61,413 shares 61,413 $2.28M 0.64% new Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,041 shares; 2024Q4: 23,341 shares; 2025Q1: 23,291 shares; 2025Q2: 22,360 shares; 2025Q3: 22,224 shares; 2025Q4: 21,344 shares 21,344 $2.14M 0.6% -880 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: 2,824 shares; 2024Q4: 2,534 shares; 2025Q1: 2,565 shares; 2025Q2: 2,623 shares; 2025Q3: 2,438 shares; 2025Q4: 2,438 shares 2,438 $2.1M 0.59% 0 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: 3,238 shares; 2024Q4: 9,768 shares; 2025Q1: 47,797 shares; 2025Q2: 75,082 shares; 2025Q3: 74,558 shares; 2025Q4: 74,575 shares 74,575 $2.05M 0.58% +17 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,847 shares; 2024Q4: 15,213 shares; 2025Q1: 15,713 shares; 2025Q2: 15,713 shares; 2025Q3: 10,626 shares; 2025Q4: 15,255 shares 15,255 $1.83M 0.52% +4,629 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: 1,464 shares; 2024Q4: 1,003 shares; 2025Q1: 3,762 shares; 2025Q2: 5,462 shares; 2025Q3: 5,361 shares; 2025Q4: 5,435 shares 5,435 $1.82M 0.51% +74 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,681 shares; 2024Q4: 22,763 shares; 2025Q1: 22,720 shares; 2025Q2: 22,549 shares; 2025Q3: 21,059 shares; 2025Q4: 20,237 shares 20,237 $1.81M 0.51% -822 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: 11,112 shares; 2024Q4: 17,583 shares; 2025Q1: 20,901 shares; 2025Q2: 12,940 shares; 2025Q3: 12,870 shares; 2025Q4: 12,503 shares 12,503 $1.79M 0.51% -367 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,100 shares; 2024Q4: 18,088 shares; 2025Q1: 17,553 shares; 2025Q2: 17,374 shares; 2025Q3: 17,259 shares; 2025Q4: 17,053 shares 17,053 $1.65M 0.47% -206 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG 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: 36,361 shares; 2025Q3: 36,361 shares; 2025Q4: 36,361 shares 36,361 $1.58M 0.45% 0 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,577 shares; 2024Q4: 8,449 shares; 2025Q1: 8,245 shares; 2025Q2: 8,245 shares; 2025Q3: 8,200 shares; 2025Q4: 8,131 shares 8,131 $1.56M 0.44% -69 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: 5,780 shares; 2024Q4: 5,425 shares; 2025Q1: 5,063 shares; 2025Q2: 4,891 shares; 2025Q3: 4,891 shares; 2025Q4: 4,821 shares 4,821 $1.55M 0.44% -70 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: 15,585 shares; 2024Q4: 15,975 shares; 2025Q1: 15,525 shares; 2025Q2: 15,165 shares; 2025Q3: 14,315 shares; 2025Q4: 14,315 shares 14,315 $1.51M 0.43% 0 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,090 shares; 2024Q4: 20,254 shares; 2025Q1: 20,180 shares; 2025Q2: 19,486 shares; 2025Q3: 19,439 shares; 2025Q4: 19,100 shares 19,100 $1.51M 0.42% -339 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,686 shares; 2024Q4: 8,131 shares; 2025Q1: 14,656 shares; 2025Q2: 1,967 shares; 2025Q3: 3,851 shares; 2025Q4: 2,619 shares 2,619 $1.5M 0.42% -1,232 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,959 shares; 2024Q4: 11,943 shares; 2025Q1: 11,650 shares; 2025Q2: 11,586 shares; 2025Q3: 11,449 shares; 2025Q4: 11,299 shares 11,299 $1.49M 0.42% -150 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: 14,459 shares; 2024Q4: 11,639 shares; 2025Q1: 11,639 shares; 2025Q2: 12,215 shares; 2025Q3: 12,215 shares; 2025Q4: 12,215 shares 12,215 $1.47M 0.41% 0 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,702 shares; 2024Q4: 10,691 shares; 2025Q1: 10,480 shares; 2025Q2: 10,471 shares; 2025Q3: 10,412 shares; 2025Q4: 10,180 shares 10,180 $1.44M 0.41% -232 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: 10,159 shares; 2024Q4: 10,449 shares; 2025Q1: 9,947 shares; 2025Q2: 9,803 shares; 2025Q3: 9,530 shares; 2025Q4: 9,303 shares 9,303 $1.42M 0.4% -227 Timeline CBSH COMMERCE BANCSHARES INC More: the full row for COMMERCE BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,993 shares; 2024Q4: 25,192 shares; 2025Q1: 25,192 shares; 2025Q2: 25,192 shares; 2025Q3: 25,192 shares; 2025Q4: 26,451 shares 26,451 $1.38M 0.39% +1,259 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: 23,464 shares; 2024Q4: 20,726 shares; 2025Q1: 19,826 shares; 2025Q2: 19,726 shares; 2025Q3: 19,654 shares; 2025Q4: 24,687 shares 24,687 $1.33M 0.38% +5,033 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: 2,290 shares; 2024Q4: 23,119 shares; 2025Q1: 2,995 shares; 2025Q2: 2,538 shares; 2025Q3: 3,708 shares; 2025Q4: 3,827 shares 3,827 $1.32M 0.37% +119 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: 5,859 shares; 2024Q4: 5,859 shares; 2025Q1: 5,877 shares; 2025Q2: 5,727 shares; 2025Q3: 23,293 shares; 2025Q4: 6,719 shares 6,719 $1.31M 0.37% -16,574 Timeline EWQ 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: 21,592 shares; 2025Q1: 30,344 shares; 2025Q2: 29,361 shares; 2025Q3: 28,951 shares; 2025Q4: 28,459 shares 28,459 $1.28M 0.36% -492 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,439 shares; 2024Q4: 25,489 shares; 2025Q1: 25,310 shares; 2025Q2: 24,273 shares; 2025Q3: 23,849 shares; 2025Q4: 23,723 shares 23,723 $1.25M 0.35% -126 Timeline ECH 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: 18,686 shares; 2025Q3: 18,546 shares; 2025Q4: 28,700 shares 28,700 $1.16M 0.33% +10,154 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,681 shares; 2024Q4: 8,666 shares; 2025Q1: 8,430 shares; 2025Q2: 8,382 shares; 2025Q3: 8,316 shares; 2025Q4: 8,167 shares 8,167 $1.15M 0.33% -149 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: not reported; 2024Q4: 1,140 shares; 2025Q1: 978 shares; 2025Q2: 1,068 shares; 2025Q3: 5,046 shares; 2025Q4: 5,046 shares 5,046 $1.11M 0.31% 0 Timeline VIRT VIRTU FINL INC More: the full row for VIRTU FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,650 shares; 2024Q4: 34,150 shares; 2025Q1: 32,850 shares; 2025Q2: 32,750 shares; 2025Q3: 32,750 shares; 2025Q4: 32,750 shares 32,750 $1.09M 0.31% 0 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,696 shares; 2024Q4: 23,651 shares; 2025Q1: 28,099 shares; 2025Q2: 27,929 shares; 2025Q3: 27,618 shares; 2025Q4: 27,208 shares 27,208 $1.07M 0.3% -410 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: 14,918 shares; 2024Q4: 14,718 shares; 2025Q1: 14,652 shares; 2025Q2: 13,444 shares; 2025Q3: 13,421 shares; 2025Q4: 13,222 shares 13,222 $1.05M 0.3% -199 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,595 shares; 2024Q4: 9,581 shares; 2025Q1: 9,381 shares; 2025Q2: 9,329 shares; 2025Q3: 9,272 shares; 2025Q4: 9,093 shares 9,093 $1.03M 0.29% -179 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: 5,498 shares; 2024Q4: 4,662 shares; 2025Q1: 4,537 shares; 2025Q2: 4,437 shares; 2025Q3: 4,437 shares; 2025Q4: 4,437 shares 4,437 $1.01M 0.29% 0 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,266 shares; 2024Q4: 1,459 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,565 shares; 2025Q4: 5,566 shares 5,566 $1.01M 0.29% +1 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,974 shares; 2024Q4: 10,071 shares; 2025Q1: 10,015 shares; 2025Q2: 9,948 shares; 2025Q3: 9,948 shares; 2025Q4: 10,407 shares 10,407 $928K 0.26% +459 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: 9,378 shares; 2024Q4: 1,358 shares; 2025Q1: 5,059 shares; 2025Q2: 8,343 shares; 2025Q3: 1,237 shares; 2025Q4: 1,372 shares 1,372 $906K 0.26% +135 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: 14,590 shares; 2024Q4: 14,938 shares; 2025Q1: 15,119 shares; 2025Q2: 12,863 shares; 2025Q3: 12,905 shares; 2025Q4: 14,045 shares 14,045 $895K 0.25% +1,140 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: 3,925 shares; 2024Q4: 2,898 shares; 2025Q1: 2,726 shares; 2025Q2: 2,720 shares; 2025Q3: 2,690 shares; 2025Q4: 2,593 shares 2,593 $892K 0.25% -97 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,906 shares; 2024Q4: 1,906 shares; 2025Q1: 1,706 shares; 2025Q2: 1,718 shares; 2025Q3: 1,646 shares; 2025Q4: 1,514 shares 1,514 $863K 0.24% -132 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: 853 shares; 2024Q4: 2,042 shares; 2025Q1: 1,010 shares; 2025Q2: 928 shares; 2025Q3: 928 shares; 2025Q4: 9,050 shares 9,050 $849K 0.24% +8,122 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: 6,055 shares; 2024Q4: 6,055 shares; 2025Q1: 6,055 shares; 2025Q2: 5,555 shares; 2025Q3: 5,855 shares; 2025Q4: 5,855 shares 5,855 $844K 0.24% 0 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,220 shares; 2025Q1: 6,220 shares; 2025Q2: 6,220 shares; 2025Q3: 6,220 shares; 2025Q4: 6,222 shares 6,222 $815K 0.23% +2 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: 791 shares; 2024Q4: 822 shares; 2025Q1: 1,476 shares; 2025Q2: 923 shares; 2025Q3: 923 shares; 2025Q4: 922 shares 922 $810K 0.23% -1 Timeline BLW BLACKROCK LTD DURATION INCOM More: the full row for BLACKROCK LTD DURATION INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,272 shares; 2024Q4: 58,864 shares; 2025Q1: 58,970 shares; 2025Q2: 58,983 shares; 2025Q3: 58,933 shares; 2025Q4: 58,520 shares 58,520 $804K 0.23% -413 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: 3,356 shares; 2024Q4: 4,156 shares; 2025Q1: 4,156 shares; 2025Q2: 4,156 shares; 2025Q3: 4,156 shares; 2025Q4: 4,367 shares 4,367 $801K 0.23% +211 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,319 shares; 2024Q4: 7,013 shares; 2025Q1: 7,013 shares; 2025Q2: 6,963 shares; 2025Q3: 6,813 shares; 2025Q4: 9,141 shares 9,141 $784K 0.22% +2,328 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,953 shares; 2024Q4: 19,633 shares; 2025Q1: 18,884 shares; 2025Q2: 18,022 shares; 2025Q3: 18,022 shares; 2025Q4: 15,366 shares 15,366 $773K 0.22% -2,656 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,205 shares; 2024Q4: 13,275 shares; 2025Q1: 12,175 shares; 2025Q2: 12,475 shares; 2025Q3: 12,475 shares; 2025Q4: 12,475 shares 12,475 $770K 0.22% 0 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: 11,421 shares; 2024Q4: 11,421 shares; 2025Q1: 10,921 shares; 2025Q2: 10,921 shares; 2025Q3: 10,921 shares; 2025Q4: 9,421 shares 9,421 $744K 0.21% -1,500 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: 30,205 shares; 2024Q4: 5,391 shares; 2025Q1: 3,054 shares; 2025Q2: 17,774 shares; 2025Q3: 19,057 shares; 2025Q4: 2,336 shares 2,336 $720K 0.2% -16,721 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,973 shares; 2024Q4: 7,023 shares; 2025Q1: 6,723 shares; 2025Q2: 6,723 shares; 2025Q3: 6,723 shares; 2025Q4: 6,723 shares 6,723 $671K 0.19% 0 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,980 shares; 2025Q4: 2,346 shares 2,346 $670K 0.19% +366 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: 11,686 shares; 2024Q4: 7,327 shares; 2025Q1: 7,247 shares; 2025Q2: 7,225 shares; 2025Q3: 7,225 shares; 2025Q4: 6,239 shares 6,239 $668K 0.19% -986 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27,441 shares 27,441 $650K 0.18% new 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: 4,430 shares; 2024Q4: 4,430 shares; 2025Q1: 4,430 shares; 2025Q2: 4,430 shares; 2025Q3: 4,430 shares; 2025Q4: 4,444 shares 4,444 $573K 0.16% +14 Timeline DSL DOUBLELINE INCOME SOLUTIONS More: the full row for DOUBLELINE INCOME SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,440 shares; 2024Q4: 31,410 shares; 2025Q1: 31,820 shares; 2025Q2: 31,832 shares; 2025Q3: 31,673 shares; 2025Q4: 50,645 shares 50,645 $571K 0.16% +18,972 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: 13,563 shares; 2024Q4: 754 shares; 2025Q1: 737 shares; 2025Q2: 787 shares; 2025Q3: 831 shares; 2025Q4: 851 shares 851 $556K 0.16% +20 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: 458 shares; 2024Q4: 458 shares; 2025Q1: 978 shares; 2025Q2: 878 shares; 2025Q3: 878 shares; 2025Q4: 798 shares 798 $547K 0.15% -80 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,940 shares; 2024Q4: 2,485 shares; 2025Q1: 2,485 shares; 2025Q2: 2,485 shares; 2025Q3: 2,485 shares; 2025Q4: 2,493 shares 2,493 $541K 0.15% +8 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,423 shares; 2024Q4: 2,161 shares; 2025Q1: 2,098 shares; 2025Q2: 2,070 shares; 2025Q3: 2,070 shares; 2025Q4: 2,071 shares 2,071 $534K 0.15% +1 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,094 shares; 2024Q4: 3,769 shares; 2025Q1: 3,787 shares; 2025Q2: 3,787 shares; 2025Q3: 3,787 shares; 2025Q4: 3,787 shares 3,787 $528K 0.15% 0 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,572 shares 7,572 $495K 0.14% new Timeline IBB 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: 3,467 shares; 2024Q4: 2,921 shares; 2025Q1: 2,916 shares; 2025Q2: 2,916 shares; 2025Q3: 2,916 shares; 2025Q4: 2,916 shares 2,916 $492K 0.14% 0 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,819 shares; 2024Q4: 5,860 shares; 2025Q1: 5,860 shares; 2025Q2: 6,635 shares; 2025Q3: 6,635 shares; 2025Q4: 6,659 shares 6,659 $489K 0.14% +24 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,276 shares; 2025Q3: 11,794 shares; 2025Q4: 11,276 shares 11,276 $488K 0.14% -518 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: 3,956 shares; 2024Q4: 3,883 shares; 2025Q1: 3,883 shares; 2025Q2: 3,681 shares; 2025Q3: 3,681 shares; 2025Q4: 3,694 shares 3,694 $463K 0.13% +13 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 786 shares; 2024Q4: 712 shares; 2025Q1: 712 shares; 2025Q2: 712 shares; 2025Q3: 682 shares; 2025Q4: 682 shares 682 $461K 0.13% 0 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,600 shares; 2025Q2: 3,100 shares; 2025Q3: 3,100 shares; 2025Q4: 3,100 shares 3,100 $454K 0.13% 0 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,931 shares; 2024Q4: 4,900 shares; 2025Q1: 4,900 shares; 2025Q2: 4,900 shares; 2025Q3: 4,900 shares; 2025Q4: 4,900 shares 4,900 $450K 0.13% 0 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: 2,700 shares; 2024Q4: 2,700 shares; 2025Q1: 2,700 shares; 2025Q2: 2,700 shares; 2025Q3: 2,700 shares; 2025Q4: 2,700 shares 2,700 $440K 0.12% 0 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,888 shares; 2024Q4: 4,357 shares; 2025Q1: 4,312 shares; 2025Q2: 4,313 shares; 2025Q3: 4,274 shares; 2025Q4: 3,950 shares 3,950 $435K 0.12% -324 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: 6,855 shares; 2024Q4: 6,710 shares; 2025Q1: 6,630 shares; 2025Q2: 6,642 shares; 2025Q3: 6,478 shares; 2025Q4: 6,478 shares 6,478 $428K 0.12% 0 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,975 shares; 2024Q4: 4,495 shares; 2025Q1: 4,495 shares; 2025Q2: 4,495 shares; 2025Q3: 3,095 shares; 2025Q4: 2,995 shares 2,995 $408K 0.12% -100 Timeline DBEU DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,025 shares; 2024Q4: 8,535 shares; 2025Q1: 8,535 shares; 2025Q2: 8,535 shares; 2025Q3: 8,535 shares; 2025Q4: 8,505 shares 8,505 $408K 0.12% -30 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: 6,848 shares; 2024Q4: 5,001 shares; 2025Q1: 5,001 shares; 2025Q2: 4,966 shares; 2025Q3: 4,966 shares; 2025Q4: 4,991 shares 4,991 $384K 0.11% +25 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 765 shares; 2024Q4: 865 shares; 2025Q1: 986 shares; 2025Q2: 986 shares; 2025Q3: 986 shares; 2025Q4: 986 shares 986 $384K 0.11% 0 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,595 shares; 2024Q4: 6,595 shares; 2025Q1: 6,595 shares; 2025Q2: 6,595 shares; 2025Q3: 6,595 shares; 2025Q4: 6,595 shares 6,595 $380K 0.11% 0 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,140 shares; 2025Q3: 3,190 shares; 2025Q4: 3,182 shares 3,182 $380K 0.11% -8 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: 634 shares; 2024Q4: 613 shares; 2025Q1: 642 shares; 2025Q2: 678 shares; 2025Q3: 691 shares; 2025Q4: 763 shares 763 $372K 0.11% +72 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,601 shares; 2024Q4: 2,601 shares; 2025Q1: 2,801 shares; 2025Q2: 2,801 shares; 2025Q3: 2,119 shares; 2025Q4: 2,319 shares 2,319 $372K 0.11% +200 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,639 shares; 2024Q4: 10,639 shares; 2025Q1: 10,200 shares; 2025Q2: 10,200 shares; 2025Q3: 10,200 shares; 2025Q4: 10,200 shares 10,200 $370K 0.1% 0 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,074 shares; 2024Q4: 5,103 shares; 2025Q1: 5,103 shares; 2025Q2: 5,157 shares; 2025Q3: 5,219 shares; 2025Q4: 5,274 shares 5,274 $369K 0.1% +55 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: 4,302 shares; 2024Q4: 3,903 shares; 2025Q1: 4,343 shares; 2025Q2: 3,853 shares; 2025Q3: 3,843 shares; 2025Q4: 3,685 shares 3,685 $368K 0.1% -158 Timeline AOR 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: 5,613 shares; 2024Q4: 5,613 shares; 2025Q1: 5,613 shares; 2025Q2: 5,613 shares; 2025Q3: 5,538 shares; 2025Q4: 5,538 shares 5,538 $360K 0.1% 0 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,647 shares; 2024Q4: 1,647 shares; 2025Q1: 1,647 shares; 2025Q2: 1,742 shares; 2025Q3: 2,217 shares; 2025Q4: 2,117 shares 2,117 $344K 0.1% -100 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,350 shares; 2024Q4: 9,350 shares; 2025Q1: 9,350 shares; 2025Q2: 9,350 shares; 2025Q3: 9,350 shares; 2025Q4: 9,350 shares 9,350 $339K 0.1% 0 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: 1,995 shares; 2024Q4: 1,978 shares; 2025Q1: 1,978 shares; 2025Q2: 1,978 shares; 2025Q3: 1,978 shares; 2025Q4: 1,978 shares 1,978 $338K 0.1% 0 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,709 shares; 2025Q3: 2,753 shares; 2025Q4: 2,770 shares 2,770 $335K 0.09% +17 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: not reported; 2024Q4: 1,037 shares; 2025Q1: not reported; 2025Q2: 1,048 shares; 2025Q3: 1,050 shares; 2025Q4: 1,050 shares 1,050 $319K 0.09% 0 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,109 shares; 2024Q4: 2,848 shares; 2025Q1: not reported; 2025Q2: 2,696 shares; 2025Q3: 2,728 shares; 2025Q4: 2,728 shares 2,728 $318K 0.09% 0 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,690 shares; 2024Q4: 15,440 shares; 2025Q1: 99,104 shares; 2025Q2: 9,755 shares; 2025Q3: 9,787 shares; 2025Q4: 8,287 shares 8,287 $306K 0.09% -1,500 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: 1,062 shares; 2024Q4: 1,062 shares; 2025Q1: 1,062 shares; 2025Q2: 1,062 shares; 2025Q3: 1,062 shares; 2025Q4: 1,062 shares 1,062 $306K 0.09% 0 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,264 shares; 2024Q4: 1,264 shares; 2025Q1: 1,264 shares; 2025Q2: 1,280 shares; 2025Q3: 1,264 shares; 2025Q4: 1,264 shares 1,264 $305K 0.09% 0 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,303 shares; 2024Q4: 3,246 shares; 2025Q1: 3,248 shares; 2025Q2: 3,225 shares; 2025Q3: 3,226 shares; 2025Q4: 3,228 shares 3,228 $302K 0.09% +2 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: 2,806 shares; 2024Q4: 2,733 shares; 2025Q1: 2,605 shares; 2025Q2: 2,632 shares; 2025Q3: 2,514 shares; 2025Q4: 2,514 shares 2,514 $302K 0.09% 0 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,624 shares; 2025Q4: 1,658 shares 1,658 $295K 0.08% +34 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,192 shares; 2024Q4: 4,192 shares; 2025Q1: 4,087 shares; 2025Q2: 4,087 shares; 2025Q3: 4,087 shares; 2025Q4: 4,000 shares 4,000 $295K 0.08% -87 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,572 shares; 2024Q4: 1,547 shares; 2025Q1: 1,486 shares; 2025Q2: 1,473 shares; 2025Q3: 1,473 shares; 2025Q4: 1,473 shares 1,473 $287K 0.08% 0 Timeline COLB COLUMBIA BKG SYS INC More: the full row for COLUMBIA BKG SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,317 shares; 2024Q4: 9,317 shares; 2025Q1: 9,317 shares; 2025Q2: 9,317 shares; 2025Q3: 9,774 shares; 2025Q4: 9,774 shares 9,774 $273K 0.08% 0 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: 1,739 shares; 2024Q4: 1,739 shares; 2025Q1: 1,739 shares; 2025Q2: 1,739 shares; 2025Q3: 1,739 shares; 2025Q4: 1,739 shares 1,739 $269K 0.08% 0 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: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares 1,000 $269K 0.08% 0 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,178 shares; 2024Q4: 1,118 shares; 2025Q1: 1,122 shares; 2025Q2: 1,111 shares; 2025Q3: 1,106 shares; 2025Q4: 1,106 shares 1,106 $256K 0.07% 0 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,091 shares; 2024Q4: 34,670 shares; 2025Q1: 36,413 shares; 2025Q2: 53,759 shares; 2025Q3: 37,308 shares; 2025Q4: 3,350 shares 3,350 $255K 0.07% -33,958 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: 2,974 shares; 2025Q2: 2,974 shares; 2025Q3: 2,851 shares; 2025Q4: 2,851 shares 2,851 $255K 0.07% 0 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: 2,056 shares; 2024Q4: 989 shares; 2025Q1: 989 shares; 2025Q2: 989 shares; 2025Q3: 989 shares; 2025Q4: 989 shares 989 $254K 0.07% 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: 8,730 shares; 2024Q4: 7,214 shares; 2025Q1: 7,224 shares; 2025Q2: 7,224 shares; 2025Q3: 6,843 shares; 2025Q4: 6,118 shares 6,118 $249K 0.07% -725 Timeline LEU CENTRUS ENERGY CORP More: the full row for CENTRUS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,015 shares 1,015 $246K 0.07% new Timeline BNS BANK NOVA SCOTIA B C More: the full row for BANK NOVA SCOTIA B C 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: 3,350 shares; 2025Q4: 3,340 shares 3,340 $246K 0.07% -10 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,089 shares; 2025Q1: not reported; 2025Q2: 2,279 shares; 2025Q3: not reported; 2025Q4: 660 shares 660 $244K 0.07% new Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 562 shares; 2024Q4: 8,508 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 275 shares; 2025Q4: 277 shares 277 $243K 0.07% +2 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: 1,140 shares; 2024Q4: 1,140 shares; 2025Q1: 1,140 shares; 2025Q2: 1,140 shares; 2025Q3: 1,140 shares; 2025Q4: 1,140 shares 1,140 $242K 0.07% 0 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: 48,290 shares; 2025Q3: 37,076 shares; 2025Q4: 994 shares 994 $241K 0.07% -36,082 Timeline PSI 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: 3,000 shares; 2025Q4: 3,000 shares 3,000 $237K 0.07% 0 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,060 shares; 2024Q4: not reported; 2025Q1: 350 shares; 2025Q2: 351 shares; 2025Q3: not reported; 2025Q4: 221 shares 221 $236K 0.07% new Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,160 shares; 2024Q4: 2,800 shares; 2025Q1: 2,800 shares; 2025Q2: 2,800 shares; 2025Q3: not reported; 2025Q4: 2,800 shares 2,800 $232K 0.07% new Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,501 shares; 2024Q4: 859 shares; 2025Q1: 853 shares; 2025Q2: 853 shares; 2025Q3: 944 shares; 2025Q4: 844 shares 844 $232K 0.07% -100 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 596 shares 596 $232K 0.07% new 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: 10,142 shares; 2024Q4: not reported; 2025Q1: 8,200 shares; 2025Q2: 8,394 shares; 2025Q3: 8,394 shares; 2025Q4: 9,252 shares 9,252 $230K 0.06% +858 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,347 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,347 shares; 2025Q4: 4,247 shares 4,247 $227K 0.06% -100 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,468 shares; 2024Q4: 3,468 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,268 shares; 2025Q4: 2,268 shares 2,268 $226K 0.06% 0 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: 4,675 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,152 shares; 2025Q3: 4,154 shares; 2025Q4: 4,159 shares 4,159 $224K 0.06% +5 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: 1,700 shares; 2024Q4: 1,700 shares; 2025Q1: 1,700 shares; 2025Q2: 1,700 shares; 2025Q3: 1,700 shares; 2025Q4: 1,700 shares 1,700 $222K 0.06% 0 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 613 shares 613 $217K 0.06% new 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: 4,084 shares; 2024Q4: 3,973 shares; 2025Q1: 3,679 shares; 2025Q2: not reported; 2025Q3: 2,724 shares; 2025Q4: 2,667 shares 2,667 $214K 0.06% -57 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 500 shares 500 $210K 0.06% new Timeline EMO CLEARBRIDGE ENERGY MIDSTREAM More: the full row for CLEARBRIDGE ENERGY MIDSTREAM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,670 shares; 2025Q1: 4,670 shares; 2025Q2: 4,670 shares; 2025Q3: 4,670 shares; 2025Q4: 4,670 shares 4,670 $209K 0.06% 0 Timeline VEGN ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,371 shares; 2025Q4: 3,371 shares 3,371 $205K 0.06% 0 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,180 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,555 shares 2,555 $204K 0.06% new Timeline MOD MODINE MFG CO More: the full row for MODINE MFG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,290 shares; 2024Q4: 29,748 shares; 2025Q1: 2,917 shares; 2025Q2: 2,407 shares; 2025Q3: 2,077 shares; 2025Q4: 1,527 shares 1,527 $204K 0.06% -550 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,500 shares 7,500 $203K 0.06% new 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: 1,867 shares; 2024Q4: 1,667 shares; 2025Q1: 1,467 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,267 shares 1,267 $203K 0.06% new Timeline CTMX CYTOMX THERAPEUTICS INC. More: the full row for CYTOMX THERAPEUTICS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares 10,000 $42.6K 0.01% 0 Timeline