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: 4,160,187 shares; 2024Q4: 4,148,600 shares; 2025Q1: 4,104,830 shares; 2025Q2: 4,066,186 shares; 2025Q3: 4,041,533 shares; 2025Q4: 3,958,279 shares 3,958,279 $1.08B 29.17% -83,254 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: 1,279,020 shares; 2024Q4: 1,287,018 shares; 2025Q1: 1,292,614 shares; 2025Q2: 1,290,691 shares; 2025Q3: 1,290,666 shares; 2025Q4: 1,279,517 shares 1,279,517 $624M 16.92% -11,149 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: 1,306,313 shares; 2024Q4: 1,313,873 shares; 2025Q1: 1,350,341 shares; 2025Q2: 1,381,748 shares; 2025Q3: 1,414,916 shares; 2025Q4: 1,411,169 shares 1,411,169 $263M 7.13% -3,747 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: 845,932 shares; 2024Q4: 843,597 shares; 2025Q1: 843,178 shares; 2025Q2: 825,653 shares; 2025Q3: 825,896 shares; 2025Q4: 815,186 shares 815,186 $256M 6.93% -10,710 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: 1,040,779 shares; 2024Q4: 1,036,910 shares; 2025Q1: 1,034,887 shares; 2025Q2: 1,031,940 shares; 2025Q3: 1,032,259 shares; 2025Q4: 1,014,623 shares 1,014,623 $234M 6.35% -17,636 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: 466,344 shares; 2024Q4: 467,264 shares; 2025Q1: 467,495 shares; 2025Q2: 466,803 shares; 2025Q3: 469,180 shares; 2025Q4: 462,485 shares 462,485 $224M 6.06% -6,695 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: 119,500 shares; 2024Q4: 122,039 shares; 2025Q1: 130,816 shares; 2025Q2: 133,940 shares; 2025Q3: 136,734 shares; 2025Q4: 137,591 shares 137,591 $121M 3.28% +857 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: 179,116 shares; 2024Q4: 180,890 shares; 2025Q1: 185,897 shares; 2025Q2: 185,525 shares; 2025Q3: 181,902 shares; 2025Q4: 178,050 shares 178,050 $89.5M 2.43% -3,852 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: 310,074 shares; 2024Q4: 310,643 shares; 2025Q1: 321,231 shares; 2025Q2: 324,150 shares; 2025Q3: 315,834 shares; 2025Q4: 314,584 shares 314,584 $69.1M 1.87% -1,250 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: 165,601 shares; 2024Q4: 181,580 shares; 2025Q1: 199,577 shares; 2025Q2: 203,613 shares; 2025Q3: 209,011 shares; 2025Q4: 213,294 shares 213,294 $68.7M 1.86% +4,283 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: 42,352 shares; 2024Q4: 53,881 shares; 2025Q1: 75,681 shares; 2025Q2: 75,464 shares; 2025Q3: 92,863 shares; 2025Q4: 94,271 shares 94,271 $61.6M 1.67% +1,408 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: 141,578 shares; 2024Q4: 136,929 shares; 2025Q1: 158,936 shares; 2025Q2: 153,961 shares; 2025Q3: 162,189 shares; 2025Q4: 169,756 shares 169,756 $58.8M 1.59% +7,567 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: 66,980 shares; 2024Q4: 68,813 shares; 2025Q1: 70,344 shares; 2025Q2: 70,921 shares; 2025Q3: 70,258 shares; 2025Q4: 67,828 shares 67,828 $58.5M 1.59% -2,430 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: 185,981 shares; 2024Q4: 188,049 shares; 2025Q1: 220,209 shares; 2025Q2: 220,727 shares; 2025Q3: 276,862 shares; 2025Q4: 274,169 shares 274,169 $53.4M 1.45% -2,693 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: 58,118 shares; 2024Q4: 59,425 shares; 2025Q1: 69,318 shares; 2025Q2: 69,927 shares; 2025Q3: 79,529 shares; 2025Q4: 78,771 shares 78,771 $52M 1.41% -758 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: 215,419 shares; 2025Q3: 313,072 shares; 2025Q4: 338,142 shares 338,142 $40.3M 1.09% +25,070 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 233,182 shares; 2024Q4: 256,301 shares; 2025Q1: 301,961 shares; 2025Q2: 203,977 shares; 2025Q3: 192,351 shares; 2025Q4: 175,958 shares 175,958 $22.4M 0.61% -16,393 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: 56,083 shares; 2024Q4: 55,451 shares; 2025Q1: 55,738 shares; 2025Q2: 56,499 shares; 2025Q3: 56,735 shares; 2025Q4: 56,711 shares 56,711 $19.9M 0.54% -24 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: 51,639 shares; 2025Q3: 65,327 shares; 2025Q4: 70,950 shares 70,950 $19.6M 0.53% +5,623 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: 122,815 shares; 2024Q4: 126,090 shares; 2025Q1: 132,967 shares; 2025Q2: 138,316 shares; 2025Q3: 136,808 shares; 2025Q4: 136,607 shares 136,607 $19.6M 0.53% -201 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: 398,794 shares; 2024Q4: 406,878 shares; 2025Q1: 210,309 shares; 2025Q2: 212,779 shares; 2025Q3: 109,866 shares; 2025Q4: 124,451 shares 124,451 $13.9M 0.38% +14,585 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: 26,021 shares; 2024Q4: 34,030 shares; 2025Q1: 43,915 shares; 2025Q2: 51,326 shares; 2025Q3: 50,994 shares; 2025Q4: 71,788 shares 71,788 $13.7M 0.37% +20,794 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: 40,457 shares; 2024Q4: 40,378 shares; 2025Q1: 41,185 shares; 2025Q2: 41,824 shares; 2025Q3: 43,344 shares; 2025Q4: 40,033 shares 40,033 $12.5M 0.34% -3,311 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: 16,650 shares; 2024Q4: 16,598 shares; 2025Q1: 15,220 shares; 2025Q2: 16,041 shares; 2025Q3: 17,487 shares; 2025Q4: 16,091 shares 16,091 $11M 0.3% -1,396 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,314 shares; 2024Q4: 42,333 shares; 2025Q1: 39,178 shares; 2025Q2: 37,913 shares; 2025Q3: 37,161 shares; 2025Q4: 35,244 shares 35,244 $10.6M 0.29% -1,917 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 107,637 shares; 2025Q3: 131,737 shares; 2025Q4: 149,702 shares 149,702 $8.49M 0.23% +17,965 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: 33,948 shares; 2024Q4: 33,535 shares; 2025Q1: 28,736 shares; 2025Q2: 28,730 shares; 2025Q3: 28,269 shares; 2025Q4: 27,224 shares 27,224 $6.22M 0.17% -1,045 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: 10,994 shares; 2024Q4: 11,334 shares; 2025Q1: 11,576 shares; 2025Q2: 11,337 shares; 2025Q3: 11,438 shares; 2025Q4: 13,520 shares 13,520 $6.08M 0.16% +2,082 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,379 shares; 2024Q4: 54,081 shares; 2025Q1: 54,019 shares; 2025Q2: 53,639 shares; 2025Q3: 53,383 shares; 2025Q4: 54,364 shares 54,364 $5.57M 0.15% +981 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: 20,899 shares; 2024Q4: 29,334 shares; 2025Q1: 28,792 shares; 2025Q2: 28,012 shares; 2025Q3: 30,054 shares; 2025Q4: 30,253 shares 30,253 $5.38M 0.15% +199 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: 7,717 shares; 2024Q4: 7,727 shares; 2025Q1: 6,677 shares; 2025Q2: 6,297 shares; 2025Q3: 6,316 shares; 2025Q4: 6,022 shares 6,022 $5.29M 0.14% -294 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: 70,198 shares; 2024Q4: 70,054 shares; 2025Q1: 33,967 shares; 2025Q2: 29,705 shares; 2025Q3: 3,764 shares; 2025Q4: 4,302 shares 4,302 $4.62M 0.13% +538 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: 16,663 shares; 2024Q4: 16,543 shares; 2025Q1: 17,250 shares; 2025Q2: 17,258 shares; 2025Q3: 17,218 shares; 2025Q4: 17,306 shares 17,306 $3.71M 0.1% +88 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,749 shares; 2024Q4: 153,703 shares; 2025Q1: 152,007 shares; 2025Q2: 147,367 shares; 2025Q3: 142,001 shares; 2025Q4: 138,551 shares 138,551 $3.67M 0.1% -3,450 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: 5,307 shares; 2024Q4: 5,032 shares; 2025Q1: 5,321 shares; 2025Q2: 4,942 shares; 2025Q3: 5,112 shares; 2025Q4: 5,531 shares 5,531 $3.47M 0.09% +419 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,227 shares; 2024Q4: 9,227 shares; 2025Q1: 9,227 shares; 2025Q2: 9,227 shares; 2025Q3: 9,077 shares; 2025Q4: 13,177 shares 13,177 $3.44M 0.09% +4,100 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,726 shares; 2024Q4: 1,712 shares; 2025Q1: 1,301 shares; 2025Q2: 3,597 shares; 2025Q3: 8,145 shares; 2025Q4: 11,130 shares 11,130 $3.43M 0.09% +2,985 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30,477 shares; 2025Q3: 32,776 shares; 2025Q4: 35,861 shares 35,861 $3.38M 0.09% +3,085 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: 42,043 shares; 2024Q4: 41,212 shares; 2025Q1: 41,314 shares; 2025Q2: 41,421 shares; 2025Q3: 39,506 shares; 2025Q4: 39,502 shares 39,502 $3.27M 0.09% -4 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: 2,990 shares; 2024Q4: 2,965 shares; 2025Q1: 2,684 shares; 2025Q2: 4,662 shares; 2025Q3: 4,661 shares; 2025Q4: 5,133 shares 5,133 $3.15M 0.09% +472 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,501 shares; 2024Q4: 9,525 shares; 2025Q1: 9,798 shares; 2025Q2: 9,546 shares; 2025Q3: 10,457 shares; 2025Q4: 10,471 shares 10,471 $3.1M 0.08% +14 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,272 shares; 2024Q4: 11,272 shares; 2025Q1: 11,329 shares; 2025Q2: 11,229 shares; 2025Q3: 11,229 shares; 2025Q4: 11,169 shares 11,169 $3.05M 0.08% -60 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: 19,225 shares; 2024Q4: 17,159 shares; 2025Q1: 17,724 shares; 2025Q2: 29,744 shares; 2025Q3: 40,616 shares; 2025Q4: 55,373 shares 55,373 $3.05M 0.08% +14,757 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: 40,015 shares; 2024Q4: 39,090 shares; 2025Q1: 38,952 shares; 2025Q2: 38,310 shares; 2025Q3: 38,329 shares; 2025Q4: 38,504 shares 38,504 $3.03M 0.08% +175 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: 7,668 shares; 2024Q4: 7,399 shares; 2025Q1: 7,044 shares; 2025Q2: 8,008 shares; 2025Q3: 9,055 shares; 2025Q4: 8,452 shares 8,452 $2.91M 0.08% -603 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: 9,442 shares; 2024Q4: 10,038 shares; 2025Q1: 10,796 shares; 2025Q2: 11,254 shares; 2025Q3: 10,683 shares; 2025Q4: 10,357 shares 10,357 $2.67M 0.07% -326 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: 36,450 shares; 2024Q4: 34,281 shares; 2025Q1: 28,823 shares; 2025Q2: 28,576 shares; 2025Q3: 27,484 shares; 2025Q4: 26,061 shares 26,061 $2.52M 0.07% -1,423 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: 3,526 shares; 2024Q4: 3,626 shares; 2025Q1: 2,921 shares; 2025Q2: 3,746 shares; 2025Q3: 3,591 shares; 2025Q4: 3,717 shares 3,717 $2.51M 0.07% +126 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: 924 shares; 2024Q4: 987 shares; 2025Q1: 884 shares; 2025Q2: 874 shares; 2025Q3: 874 shares; 2025Q4: 4,859 shares 4,859 $2.35M 0.06% +3,985 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: 4,912 shares; 2024Q4: 4,912 shares; 2025Q1: 4,911 shares; 2025Q2: 4,901 shares; 2025Q3: 4,896 shares; 2025Q4: 4,863 shares 4,863 $2.3M 0.06% -33 Timeline IDMO 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: 23,055 shares; 2025Q3: 28,527 shares; 2025Q4: 38,206 shares 38,206 $2.12M 0.06% +9,679 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: 2,623 shares; 2024Q4: 2,100 shares; 2025Q1: 2,992 shares; 2025Q2: 5,783 shares; 2025Q3: 8,513 shares; 2025Q4: 16,934 shares 16,934 $2.12M 0.06% +8,421 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: 1,464 shares; 2024Q4: 1,245 shares; 2025Q1: 1,049 shares; 2025Q2: 2,834 shares; 2025Q3: 2,712 shares; 2025Q4: 3,061 shares 3,061 $2.1M 0.06% +349 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,068 shares; 2024Q4: 47,422 shares; 2025Q1: 46,911 shares; 2025Q2: 46,851 shares; 2025Q3: 41,318 shares; 2025Q4: 41,350 shares 41,350 $2.05M 0.06% +32 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: 3,350 shares; 2024Q4: 3,225 shares; 2025Q1: 3,025 shares; 2025Q2: 3,275 shares; 2025Q3: 3,275 shares; 2025Q4: 3,275 shares 3,275 $1.98M 0.05% 0 Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,268 shares; 2025Q3: 32,705 shares; 2025Q4: 50,510 shares 50,510 $1.82M 0.05% +17,805 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,558 shares; 2024Q4: 11,353 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,344 shares; 2025Q4: 10,344 shares 10,344 $1.75M 0.05% 0 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: 22,826 shares; 2024Q4: 22,433 shares; 2025Q1: 21,578 shares; 2025Q2: 21,203 shares; 2025Q3: 20,729 shares; 2025Q4: 40,438 shares 40,438 $1.73M 0.05% +19,709 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,513 shares; 2024Q4: 7,075 shares; 2025Q1: 6,200 shares; 2025Q2: 6,200 shares; 2025Q3: 6,099 shares; 2025Q4: 6,276 shares 6,276 $1.68M 0.05% +177 Timeline TFPM TRIPLE FLAG PRECIOUS METAL More: the full row for TRIPLE FLAG PRECIOUS METAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,278 shares; 2024Q4: 68,304 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 50,531 shares; 2025Q4: 50,531 shares 50,531 $1.68M 0.05% 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: 16,750 shares; 2024Q4: 16,750 shares; 2025Q1: 16,797 shares; 2025Q2: 19,058 shares; 2025Q3: 19,116 shares; 2025Q4: 19,132 shares 19,132 $1.68M 0.05% +16 Timeline IWS 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: 16,713 shares; 2024Q4: 16,305 shares; 2025Q1: 13,722 shares; 2025Q2: 12,328 shares; 2025Q3: 12,228 shares; 2025Q4: 11,861 shares 11,861 $1.67M 0.05% -367 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: 33,576 shares; 2024Q4: 34,996 shares; 2025Q1: 34,996 shares; 2025Q2: 28,626 shares; 2025Q3: 26,917 shares; 2025Q4: 25,124 shares 25,124 $1.67M 0.05% -1,793 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: 4,230 shares; 2024Q4: 4,163 shares; 2025Q1: 4,167 shares; 2025Q2: 3,915 shares; 2025Q3: 3,555 shares; 2025Q4: 4,406 shares 4,406 $1.48M 0.04% +851 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: 12,535 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,208 shares; 2025Q3: 5,240 shares; 2025Q4: 5,329 shares 5,329 $1.37M 0.04% +89 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,345 shares; 2024Q4: 7,353 shares; 2025Q1: 7,298 shares; 2025Q2: 7,469 shares; 2025Q3: 5,498 shares; 2025Q4: 5,143 shares 5,143 $1.36M 0.04% -355 Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,260 shares; 2024Q4: 5,260 shares; 2025Q1: 5,260 shares; 2025Q2: 5,260 shares; 2025Q3: 14,446 shares; 2025Q4: 14,446 shares 14,446 $1.31M 0.04% 0 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,692 shares; 2024Q4: 5,074 shares; 2025Q1: 5,074 shares; 2025Q2: 4,592 shares; 2025Q3: 5,199 shares; 2025Q4: 5,172 shares 5,172 $1.31M 0.04% -27 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: 3,547 shares; 2024Q4: 3,526 shares; 2025Q1: 3,391 shares; 2025Q2: 3,581 shares; 2025Q3: 3,595 shares; 2025Q4: 2,273 shares 2,273 $1.3M 0.04% -1,322 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: 159,137 shares; 2024Q4: 31,953 shares; 2025Q1: 32,411 shares; 2025Q2: 28,299 shares; 2025Q3: 27,307 shares; 2025Q4: 25,409 shares 25,409 $1.29M 0.04% -1,898 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: 6,714 shares; 2024Q4: 6,513 shares; 2025Q1: 6,635 shares; 2025Q2: 7,057 shares; 2025Q3: 6,890 shares; 2025Q4: 6,890 shares 6,890 $1.25M 0.03% 0 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,866 shares; 2024Q4: 1,563 shares; 2025Q1: 1,490 shares; 2025Q2: 1,448 shares; 2025Q3: 1,448 shares; 2025Q4: 1,444 shares 1,444 $1.18M 0.03% -4 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: 10,450 shares; 2024Q4: 9,870 shares; 2025Q1: 9,282 shares; 2025Q2: 8,551 shares; 2025Q3: 8,465 shares; 2025Q4: 8,167 shares 8,167 $1.15M 0.03% -298 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,601 shares; 2024Q4: 11,148 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,660 shares; 2025Q4: 9,660 shares 9,660 $1.14M 0.03% 0 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,222 shares; 2024Q4: 6,216 shares; 2025Q1: 6,923 shares; 2025Q2: 7,531 shares; 2025Q3: 7,538 shares; 2025Q4: 7,570 shares 7,570 $1.1M 0.03% +32 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: 898 shares; 2024Q4: 853 shares; 2025Q1: 843 shares; 2025Q2: 1,043 shares; 2025Q3: 1,547 shares; 2025Q4: 1,906 shares 1,906 $1.09M 0.03% +359 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 973 shares; 2024Q4: 956 shares; 2025Q1: 1,031 shares; 2025Q2: 1,130 shares; 2025Q3: 1,100 shares; 2025Q4: 6,452 shares 6,452 $988K 0.03% +5,352 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,639 shares; 2025Q1: 5,424 shares; 2025Q2: 12,113 shares; 2025Q3: 14,445 shares; 2025Q4: 14,060 shares 14,060 $983K 0.03% -385 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: 6,436 shares; 2024Q4: 4,821 shares; 2025Q1: 3,186 shares; 2025Q2: 3,147 shares; 2025Q3: 3,032 shares; 2025Q4: 2,999 shares 2,999 $982K 0.03% -33 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,023 shares; 2025Q2: 1,646 shares; 2025Q3: 2,842 shares; 2025Q4: 3,199 shares 3,199 $978K 0.03% +357 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: 5,859 shares; 2024Q4: 5,531 shares; 2025Q1: 5,524 shares; 2025Q2: 5,769 shares; 2025Q3: 5,583 shares; 2025Q4: 5,601 shares 5,601 $972K 0.03% +18 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: 1,062 shares; 2024Q4: 1,070 shares; 2025Q1: 1,197 shares; 2025Q2: 1,330 shares; 2025Q3: 1,244 shares; 2025Q4: 1,267 shares 1,267 $955K 0.03% +23 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,739 shares; 2024Q4: 10,037 shares; 2025Q1: 9,850 shares; 2025Q2: 9,740 shares; 2025Q3: 9,241 shares; 2025Q4: 8,559 shares 8,559 $941K 0.03% -682 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: 3,836 shares; 2024Q4: 3,735 shares; 2025Q1: 3,436 shares; 2025Q2: 5,239 shares; 2025Q3: 6,700 shares; 2025Q4: 6,477 shares 6,477 $928K 0.03% -223 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: 15,538 shares; 2024Q4: 15,654 shares; 2025Q1: 18,233 shares; 2025Q2: 24,332 shares; 2025Q3: 1,547 shares; 2025Q4: 5,906 shares 5,906 $914K 0.02% +4,359 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,426 shares; 2024Q4: 6,576 shares; 2025Q1: 6,611 shares; 2025Q2: 6,715 shares; 2025Q3: 8,903 shares; 2025Q4: 14,083 shares 14,083 $880K 0.02% +5,180 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,878 shares; 2024Q4: 4,678 shares; 2025Q1: 4,686 shares; 2025Q2: 4,694 shares; 2025Q3: 4,701 shares; 2025Q4: 4,610 shares 4,610 $831K 0.02% -91 Timeline GRBK GREEN BRICK PARTNERS INC More: the full row for GREEN BRICK PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,000 shares; 2024Q4: 13,000 shares; 2025Q1: 13,000 shares; 2025Q2: 13,000 shares; 2025Q3: 13,000 shares; 2025Q4: 13,000 shares 13,000 $815K 0.02% 0 Timeline CYBERARK SOFTWARE LTD/ISRAEL CYBERARK SOFTWARE LTD/ISRAEL More: the full row for CYBERARK SOFTWARE LTD/ISRAEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,071 shares; 2024Q4: 6,071 shares; 2025Q1: 5,566 shares; 2025Q2: 2,766 shares; 2025Q3: 2,616 shares; 2025Q4: 1,816 shares 1,816 $810K 0.02% -800 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: 12,080 shares; 2024Q4: 12,080 shares; 2025Q1: 12,080 shares; 2025Q2: 12,080 shares; 2025Q3: 12,080 shares; 2025Q4: 12,097 shares 12,097 $779K 0.02% +17 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,789 shares 7,789 $778K 0.02% new 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: 1,832 shares; 2024Q4: 1,578 shares; 2025Q1: 1,560 shares; 2025Q2: 2,264 shares; 2025Q3: 2,276 shares; 2025Q4: 2,288 shares 2,288 $770K 0.02% +12 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: 2,700 shares; 2024Q4: 1,700 shares; 2025Q1: 1,700 shares; 2025Q2: 2,201 shares; 2025Q3: 2,201 shares; 2025Q4: 3,500 shares 3,500 $760K 0.02% +1,299 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 0.02% 0 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: 1,308 shares; 2024Q4: 1,308 shares; 2025Q1: not reported; 2025Q2: 1,206 shares; 2025Q3: 2,304 shares; 2025Q4: 2,459 shares 2,459 $747K 0.02% +155 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,616 shares; 2024Q4: 1,603 shares; 2025Q1: 1,603 shares; 2025Q2: 1,600 shares; 2025Q3: 1,605 shares; 2025Q4: 1,600 shares 1,600 $725K 0.02% -5 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: 2,790 shares; 2024Q4: 2,749 shares; 2025Q1: 2,631 shares; 2025Q2: 2,441 shares; 2025Q3: 2,461 shares; 2025Q4: 4,921 shares 4,921 $709K 0.02% +2,460 Timeline CORP PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,225 shares; 2024Q4: 7,391 shares; 2025Q1: 7,392 shares; 2025Q2: 7,392 shares; 2025Q3: 7,259 shares; 2025Q4: 7,194 shares 7,194 $704K 0.02% -65 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: 468 shares; 2024Q4: 250 shares; 2025Q1: 275 shares; 2025Q2: 315 shares; 2025Q3: 733 shares; 2025Q4: 7,505 shares 7,505 $704K 0.02% +6,772 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: 8,818 shares; 2024Q4: 29,875 shares; 2025Q1: 55,096 shares; 2025Q2: not reported; 2025Q3: 2,862 shares; 2025Q4: 4,535 shares 4,535 $699K 0.02% +1,673 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,657 shares; 2024Q4: 6,632 shares; 2025Q1: 7,722 shares; 2025Q2: 8,462 shares; 2025Q3: 7,971 shares; 2025Q4: 8,142 shares 8,142 $665K 0.02% +171 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,938 shares; 2024Q4: 2,938 shares; 2025Q1: 2,491 shares; 2025Q2: 3,141 shares; 2025Q3: 3,141 shares; 2025Q4: 3,141 shares 3,141 $661K 0.02% 0 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,636 shares 6,636 $658K 0.02% new 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: 1,145 shares; 2024Q4: 1,136 shares; 2025Q1: 1,131 shares; 2025Q2: 1,127 shares; 2025Q3: 2,885 shares; 2025Q4: 2,866 shares 2,866 $653K 0.02% -19 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: 4,622 shares; 2024Q4: 4,622 shares; 2025Q1: 4,622 shares; 2025Q2: 4,622 shares; 2025Q3: 4,622 shares; 2025Q4: 4,622 shares 4,622 $652K 0.02% 0 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,612 shares; 2024Q4: 2,841 shares; 2025Q1: 2,829 shares; 2025Q2: 2,629 shares; 2025Q3: 2,629 shares; 2025Q4: 2,629 shares 2,629 $648K 0.02% 0 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,760 shares; 2024Q4: 3,520 shares; 2025Q1: 3,464 shares; 2025Q2: 3,551 shares; 2025Q3: 3,573 shares; 2025Q4: 3,479 shares 3,479 $641K 0.02% -94 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: 4,860 shares; 2024Q4: 5,015 shares; 2025Q1: 4,935 shares; 2025Q2: 3,700 shares; 2025Q3: 3,700 shares; 2025Q4: 3,707 shares 3,707 $634K 0.02% +7 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: 3,412 shares; 2024Q4: 3,466 shares; 2025Q1: 3,367 shares; 2025Q2: 3,355 shares; 2025Q3: 3,365 shares; 2025Q4: 3,444 shares 3,444 $632K 0.02% +79 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: 4,625 shares; 2024Q4: 4,625 shares; 2025Q1: 4,625 shares; 2025Q2: 4,625 shares; 2025Q3: 4,625 shares; 2025Q4: 4,649 shares 4,649 $612K 0.02% +24 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: 2,926 shares; 2024Q4: 3,004 shares; 2025Q1: 3,201 shares; 2025Q2: 3,188 shares; 2025Q3: 2,974 shares; 2025Q4: 3,442 shares 3,442 $611K 0.02% +468 Timeline NVMI NOVA LTD More: the full row for NOVA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,625 shares; 2024Q4: 4,625 shares; 2025Q1: 4,625 shares; 2025Q2: 1,475 shares; 2025Q3: 1,775 shares; 2025Q4: 1,775 shares 1,775 $583K 0.02% 0 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,193 shares; 2025Q1: 2,115 shares; 2025Q2: 3,797 shares; 2025Q3: 3,963 shares; 2025Q4: 4,816 shares 4,816 $580K 0.02% +853 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,487 shares; 2025Q4: 3,580 shares 3,580 $576K 0.02% +1,093 Timeline PEB PEBBLEBROOK HOTEL TR More: the full row for PEBBLEBROOK HOTEL TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,082 shares; 2024Q4: 43,082 shares; 2025Q1: 50,756 shares; 2025Q2: 50,756 shares; 2025Q3: 50,756 shares; 2025Q4: 50,756 shares 50,756 $575K 0.02% 0 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,951 shares; 2025Q3: 7,043 shares; 2025Q4: 7,123 shares 7,123 $562K 0.02% +80 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23,395 shares; 2025Q4: 17,143 shares 17,143 $550K 0.01% -6,252 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,056 shares; 2024Q4: 1,056 shares; 2025Q1: 1,050 shares; 2025Q2: 1,050 shares; 2025Q3: 1,050 shares; 2025Q4: 1,059 shares 1,059 $541K 0.01% +9 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: 2,698 shares; 2024Q4: 2,696 shares; 2025Q1: 1,671 shares; 2025Q2: 1,658 shares; 2025Q3: 1,658 shares; 2025Q4: 1,658 shares 1,658 $536K 0.01% 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: 2,062 shares; 2025Q3: 2,177 shares; 2025Q4: 2,179 shares 2,179 $528K 0.01% +2 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,536 shares; 2024Q4: 3,286 shares; 2025Q1: 3,049 shares; 2025Q2: 3,132 shares; 2025Q3: 3,014 shares; 2025Q4: 5,171 shares 5,171 $516K 0.01% +2,157 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: 4,209 shares; 2024Q4: 4,129 shares; 2025Q1: 6,986 shares; 2025Q2: 8,126 shares; 2025Q3: 7,771 shares; 2025Q4: 6,918 shares 6,918 $512K 0.01% -853 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,840 shares; 2024Q4: 2,755 shares; 2025Q1: 2,758 shares; 2025Q2: 3,705 shares; 2025Q3: 3,705 shares; 2025Q4: 3,705 shares 3,705 $506K 0.01% 0 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: 3,054 shares; 2024Q4: 3,097 shares; 2025Q1: 3,100 shares; 2025Q2: 3,035 shares; 2025Q3: 2,964 shares; 2025Q4: 1,877 shares 1,877 $493K 0.01% -1,087 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: 2,829 shares; 2024Q4: 2,250 shares; 2025Q1: 2,200 shares; 2025Q2: 2,550 shares; 2025Q3: 2,550 shares; 2025Q4: 2,513 shares 2,513 $490K 0.01% -37 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: 4,071 shares; 2024Q4: 3,862 shares; 2025Q1: 3,613 shares; 2025Q2: 3,656 shares; 2025Q3: 3,593 shares; 2025Q4: 3,471 shares 3,471 $483K 0.01% -122 Timeline AAL AMERICAN AIRLINES GROUP INC More: the full row for AMERICAN AIRLINES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,240 shares; 2025Q2: 30,115 shares; 2025Q3: 30,115 shares; 2025Q4: 30,115 shares 30,115 $462K 0.01% 0 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,366 shares 3,366 $455K 0.01% new 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: 4,385 shares; 2024Q4: 4,299 shares; 2025Q1: 4,445 shares; 2025Q2: 5,809 shares; 2025Q3: 5,851 shares; 2025Q4: 5,873 shares 5,873 $452K 0.01% +22 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: 1,817 shares; 2024Q4: 1,793 shares; 2025Q1: 1,764 shares; 2025Q2: 1,760 shares; 2025Q3: 1,760 shares; 2025Q4: 1,758 shares 1,758 $452K 0.01% -2 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: 7,330 shares; 2024Q4: 7,330 shares; 2025Q1: 6,864 shares; 2025Q2: 6,279 shares; 2025Q3: 6,260 shares; 2025Q4: 6,706 shares 6,706 $443K 0.01% +446 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL 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: 890 shares; 2025Q4: 890 shares 890 $436K 0.01% 0 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,369 shares; 2024Q4: 7,369 shares; 2025Q1: 7,369 shares; 2025Q2: 7,369 shares; 2025Q3: 6,847 shares; 2025Q4: 6,647 shares 6,647 $432K 0.01% -200 Timeline AIVL 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: 4,055 shares; 2024Q4: 3,929 shares; 2025Q1: 3,902 shares; 2025Q2: 3,842 shares; 2025Q3: 3,790 shares; 2025Q4: 3,747 shares 3,747 $431K 0.01% -43 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: 15,497 shares; 2024Q4: 15,697 shares; 2025Q1: 14,707 shares; 2025Q2: 14,703 shares; 2025Q3: 14,703 shares; 2025Q4: 13,903 shares 13,903 $430K 0.01% -800 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: 5,203 shares; 2024Q4: 4,477 shares; 2025Q1: 5,625 shares; 2025Q2: 5,625 shares; 2025Q3: 5,290 shares; 2025Q4: 5,290 shares 5,290 $427K 0.01% 0 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,245 shares; 2024Q4: 8,737 shares; 2025Q1: 8,618 shares; 2025Q2: 7,502 shares; 2025Q3: 7,302 shares; 2025Q4: 7,309 shares 7,309 $427K 0.01% +7 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: 4,567 shares; 2024Q4: 4,149 shares; 2025Q1: 3,951 shares; 2025Q2: 3,928 shares; 2025Q3: 3,924 shares; 2025Q4: 3,834 shares 3,834 $422K 0.01% -90 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,014 shares; 2025Q4: 1,917 shares 1,917 $421K 0.01% -97 Timeline DLN 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: 2,940 shares; 2024Q4: 2,825 shares; 2025Q1: 2,825 shares; 2025Q2: 4,750 shares; 2025Q3: 4,750 shares; 2025Q4: 4,750 shares 4,750 $418K 0.01% 0 Timeline OWL BLUE OWL CAPITAL INC More: the full row for BLUE OWL CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 116,964 shares; 2025Q1: 145,206 shares; 2025Q2: 27,225 shares; 2025Q3: 27,549 shares; 2025Q4: 27,986 shares 27,986 $418K 0.01% +437 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: 1,935 shares; 2024Q4: 2,079 shares; 2025Q1: 2,028 shares; 2025Q2: 1,936 shares; 2025Q3: 1,943 shares; 2025Q4: 1,952 shares 1,952 $414K 0.01% +9 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,373 shares; 2024Q4: 2,415 shares; 2025Q1: 3,005 shares; 2025Q2: 3,005 shares; 2025Q3: 3,005 shares; 2025Q4: 3,005 shares 3,005 $412K 0.01% 0 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,007 shares; 2024Q4: 5,007 shares; 2025Q1: 5,007 shares; 2025Q2: 5,007 shares; 2025Q3: 4,939 shares; 2025Q4: 4,939 shares 4,939 $410K 0.01% 0 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: 2,721 shares; 2024Q4: 2,623 shares; 2025Q1: 2,623 shares; 2025Q2: 2,933 shares; 2025Q3: 2,883 shares; 2025Q4: 2,830 shares 2,830 $406K 0.01% -53 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: 4,400 shares; 2024Q4: 4,351 shares; 2025Q1: 4,507 shares; 2025Q2: 4,183 shares; 2025Q3: 4,213 shares; 2025Q4: 4,764 shares 4,764 $401K 0.01% +551 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: not reported; 2025Q1: not reported; 2025Q2: 1,101 shares; 2025Q3: 1,090 shares; 2025Q4: 1,075 shares 1,075 $398K 0.01% -15 Timeline HYMB 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: 25,845 shares; 2024Q4: 16,742 shares; 2025Q1: 16,742 shares; 2025Q2: 16,742 shares; 2025Q3: 15,942 shares; 2025Q4: 15,542 shares 15,542 $388K 0.01% -400 Timeline RRX REGAL REXNORD CORPORATION More: the full row for REGAL REXNORD CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,760 shares; 2024Q4: 2,760 shares; 2025Q1: 2,760 shares; 2025Q2: 2,760 shares; 2025Q3: 2,760 shares; 2025Q4: 2,760 shares 2,760 $387K 0.01% 0 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,615 shares; 2024Q4: 1,615 shares; 2025Q1: 1,980 shares; 2025Q2: 1,980 shares; 2025Q3: 1,730 shares; 2025Q4: 1,730 shares 1,730 $385K 0.01% 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: 928 shares; 2025Q4: 1,089 shares 1,089 $385K 0.01% +161 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,686 shares; 2025Q4: 7,209 shares 7,209 $358K 0.01% +1,523 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,842 shares; 2024Q4: 1,842 shares; 2025Q1: 1,487 shares; 2025Q2: 1,487 shares; 2025Q3: 1,541 shares; 2025Q4: 2,942 shares 2,942 $351K 0.01% +1,401 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: 741 shares; 2024Q4: 741 shares; 2025Q1: 741 shares; 2025Q2: 742 shares; 2025Q3: 743 shares; 2025Q4: 743 shares 743 $347K 0.01% 0 Timeline CRH CRH PLC More: the full row for CRH 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: 2,737 shares; 2025Q4: 2,737 shares 2,737 $342K 0.01% 0 Timeline DVA DAVITA INC More: the full row for DAVITA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,008 shares; 2024Q4: 3,008 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares 3,000 $341K 0.01% 0 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,219 shares; 2025Q4: 2,207 shares 2,207 $339K 0.01% -12 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 665 shares; 2024Q4: 665 shares; 2025Q1: 665 shares; 2025Q2: 665 shares; 2025Q3: 628 shares; 2025Q4: 587 shares 587 $333K 0.01% -41 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 891 shares; 2024Q4: 891 shares; 2025Q1: 892 shares; 2025Q2: 891 shares; 2025Q3: 891 shares; 2025Q4: 865 shares 865 $332K 0.01% -26 Timeline VCLT 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: 7,646 shares; 2024Q4: 6,096 shares; 2025Q1: 5,696 shares; 2025Q2: 4,291 shares; 2025Q3: 4,291 shares; 2025Q4: 4,291 shares 4,291 $325K 0.01% 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: 2,500 shares; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares; 2025Q2: 2,500 shares; 2025Q3: 2,500 shares; 2025Q4: 2,500 shares 2,500 $324K 0.01% 0 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: 11,670 shares; 2025Q4: 14,390 shares 14,390 $323K 0.01% +2,720 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: 1,503 shares; 2024Q4: 1,506 shares; 2025Q1: 1,743 shares; 2025Q2: 1,512 shares; 2025Q3: 1,517 shares; 2025Q4: 1,525 shares 1,525 $310K 0.01% +8 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: 1,026 shares; 2025Q3: 1,026 shares; 2025Q4: 1,051 shares 1,051 $305K 0.01% +25 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 686 shares; 2025Q3: 686 shares; 2025Q4: 686 shares 686 $305K 0.01% 0 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: 722 shares; 2024Q4: 666 shares; 2025Q1: 636 shares; 2025Q2: 496 shares; 2025Q3: 441 shares; 2025Q4: 448 shares 448 $297K 0.01% +7 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS 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: 735 shares; 2025Q3: 725 shares; 2025Q4: 725 shares 725 $288K 0.01% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,036 shares 3,036 $284K 0.01% new 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: 636 shares; 2025Q1: 627 shares; 2025Q2: 625 shares; 2025Q3: not reported; 2025Q4: 808 shares 808 $284K 0.01% new Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,000 shares 2,000 $283K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,538 shares 1,538 $280K 0.01% new Timeline WTFC WINTRUST FINL CORP More: the full row for WINTRUST 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: not reported; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares 2,000 $280K 0.01% 0 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: 4,512 shares; 2024Q4: 3,710 shares; 2025Q1: 3,525 shares; 2025Q2: 3,375 shares; 2025Q3: 3,260 shares; 2025Q4: 3,260 shares 3,260 $278K 0.01% 0 Timeline HYG 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: 3,850 shares; 2024Q4: 3,450 shares; 2025Q1: 3,450 shares; 2025Q2: 3,425 shares; 2025Q3: 3,425 shares; 2025Q4: 3,375 shares 3,375 $272K 0.01% -50 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,124 shares; 2025Q3: 2,124 shares; 2025Q4: 2,124 shares 2,124 $262K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 726 shares; 2025Q3: 724 shares; 2025Q4: 756 shares 756 $259K 0.01% +32 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: 2,817 shares; 2024Q4: 2,571 shares; 2025Q1: 2,187 shares; 2025Q2: 2,148 shares; 2025Q3: 2,244 shares; 2025Q4: 2,127 shares 2,127 $259K 0.01% -117 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL 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: 2,741 shares; 2025Q3: 2,741 shares; 2025Q4: 3,043 shares 3,043 $259K 0.01% +302 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: 1,355 shares; 2024Q4: 1,165 shares; 2025Q1: 1,165 shares; 2025Q2: 1,165 shares; 2025Q3: 1,165 shares; 2025Q4: 1,165 shares 1,165 $247K 0.01% 0 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 730 shares; 2025Q2: 730 shares; 2025Q3: 730 shares; 2025Q4: 730 shares 730 $247K 0.01% 0 Timeline RACE FERRARI N V More: the full row for FERRARI N V 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: 662 shares; 2025Q4: 660 shares 660 $244K 0.01% -2 Timeline AMX AMERICA MOVIL SAB DE CV More: the full row for AMERICA MOVIL SAB DE CV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,800 shares; 2024Q4: 11,800 shares; 2025Q1: 11,800 shares; 2025Q2: 11,800 shares; 2025Q3: 11,800 shares; 2025Q4: 11,800 shares 11,800 $244K 0.01% 0 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,936 shares; 2024Q4: 3,895 shares; 2025Q1: 4,395 shares; 2025Q2: 6,579 shares; 2025Q3: 5,645 shares; 2025Q4: 2,865 shares 2,865 $240K 0.01% -2,780 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: 8,949 shares; 2024Q4: 8,256 shares; 2025Q1: 9,790 shares; 2025Q2: 9,568 shares; 2025Q3: not reported; 2025Q4: 9,512 shares 9,512 $237K 0.01% new Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,570 shares; 2024Q4: 2,570 shares; 2025Q1: 2,576 shares; 2025Q2: 2,570 shares; 2025Q3: 2,320 shares; 2025Q4: 2,320 shares 2,320 $230K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,355 shares; 2025Q3: 1,355 shares; 2025Q4: 1,355 shares 1,355 $228K 0.01% 0 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: 880 shares; 2024Q4: 873 shares; 2025Q1: 835 shares; 2025Q2: 675 shares; 2025Q3: 687 shares; 2025Q4: 707 shares 707 $225K 0.01% +20 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,460 shares; 2024Q4: 1,478 shares; 2025Q1: not reported; 2025Q2: 1,071 shares; 2025Q3: 1,051 shares; 2025Q4: 1,051 shares 1,051 $223K 0.01% 0 Timeline ENS ENERSYS More: the full row for ENERSYS 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: 1,507 shares 1,507 $221K 0.01% new Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC 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 $215K 0.01% 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: not reported; 2024Q4: not reported; 2025Q1: 3,904 shares; 2025Q2: 3,831 shares; 2025Q3: 3,832 shares; 2025Q4: 3,701 shares 3,701 $213K 0.01% -131 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: not reported; 2025Q4: 746 shares 746 $213K 0.01% new Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,549 shares; 2024Q4: 4,549 shares; 2025Q1: 4,549 shares; 2025Q2: 4,549 shares; 2025Q3: 4,549 shares; 2025Q4: 4,549 shares 4,549 $209K 0.01% 0 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 36,640 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,277 shares 1,277 $207K 0.01% new Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 833 shares; 2025Q3: 699 shares; 2025Q4: 693 shares 693 $207K 0.01% -6 Timeline SSRM SSR MINING IN More: the full row for SSR MINING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,410 shares; 2025Q4: 9,410 shares 9,410 $206K 0.01% 0 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: 1,728 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,665 shares 1,665 $200K 0.01% new Timeline EMPD EMPERY DIGITAL INC More: the full row for EMPERY DIGITAL 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: 20,000 shares; 2025Q4: 20,000 shares 20,000 $91.3K <0.01% 0 Timeline