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: 1,324,738 shares; 2024Q4: 1,288,397 shares; 2025Q1: 1,166,922 shares; 2025Q2: 1,129,439 shares; 2025Q3: 1,066,516 shares; 2025Q4: 1,045,914 shares 1,045,914 $195M 13.45% -20,602 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: 316,932 shares; 2024Q4: 305,352 shares; 2025Q1: 277,314 shares; 2025Q2: 275,311 shares; 2025Q3: 265,599 shares; 2025Q4: 257,740 shares 257,740 $70.1M 4.83% -7,859 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: 253,947 shares; 2024Q4: 239,673 shares; 2025Q1: 221,438 shares; 2025Q2: 212,847 shares; 2025Q3: 204,034 shares; 2025Q4: 203,926 shares 203,926 $63.8M 4.4% -108 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: 152,077 shares; 2024Q4: 146,598 shares; 2025Q1: 136,981 shares; 2025Q2: 131,706 shares; 2025Q3: 126,546 shares; 2025Q4: 123,296 shares 123,296 $59.6M 4.11% -3,250 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 269,768 shares; 2024Q4: 264,453 shares; 2025Q1: 262,408 shares; 2025Q2: 261,918 shares; 2025Q3: 254,528 shares; 2025Q4: 246,306 shares 246,306 $45.5M 3.13% -8,222 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: 109,289 shares; 2024Q4: 107,984 shares; 2025Q1: 93,731 shares; 2025Q2: 93,682 shares; 2025Q3: 90,564 shares; 2025Q4: 89,073 shares 89,073 $44.8M 3.09% -1,491 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: 58,967 shares; 2024Q4: 58,375 shares; 2025Q1: 53,639 shares; 2025Q2: 53,782 shares; 2025Q3: 51,473 shares; 2025Q4: 50,031 shares 50,031 $44M 3.03% -1,442 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: 207,765 shares; 2024Q4: 210,087 shares; 2025Q1: 195,709 shares; 2025Q2: 193,094 shares; 2025Q3: 185,723 shares; 2025Q4: 181,982 shares 181,982 $41.6M 2.87% -3,741 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: 172,652 shares; 2024Q4: 151,404 shares; 2025Q1: 124,897 shares; 2025Q2: 129,751 shares; 2025Q3: 125,866 shares; 2025Q4: 116,699 shares 116,699 $40.4M 2.78% -9,167 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: 268,874 shares; 2024Q4: 258,317 shares; 2025Q1: 230,211 shares; 2025Q2: 230,465 shares; 2025Q3: 221,317 shares; 2025Q4: 216,818 shares 216,818 $39.8M 2.74% -4,499 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: 147,769 shares; 2024Q4: 143,410 shares; 2025Q1: 130,041 shares; 2025Q2: 129,659 shares; 2025Q3: 128,968 shares; 2025Q4: 128,675 shares 128,675 $38.1M 2.63% -293 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 141,238 shares; 2024Q4: 136,391 shares; 2025Q1: 124,940 shares; 2025Q2: 124,730 shares; 2025Q3: 120,463 shares; 2025Q4: 117,586 shares 117,586 $34.5M 2.38% -2,877 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: 299,250 shares; 2024Q4: 289,753 shares; 2025Q1: 266,641 shares; 2025Q2: 266,183 shares; 2025Q3: 258,705 shares; 2025Q4: 254,978 shares 254,978 $31.9M 2.2% -3,727 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 178,420 shares; 2024Q4: 179,461 shares; 2025Q1: 179,631 shares; 2025Q2: 181,216 shares; 2025Q3: 174,226 shares; 2025Q4: 173,319 shares 173,319 $30M 2.07% -907 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: 66,268 shares; 2024Q4: 63,222 shares; 2025Q1: 57,600 shares; 2025Q2: 58,374 shares; 2025Q3: 74,808 shares; 2025Q4: 72,944 shares 72,944 $28.4M 1.96% -1,864 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,770 shares; 2024Q4: 108,672 shares; 2025Q1: 113,275 shares; 2025Q2: 114,195 shares; 2025Q3: 114,773 shares; 2025Q4: 113,769 shares 113,769 $25.6M 1.77% -1,004 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: 76,759 shares; 2024Q4: 150,385 shares; 2025Q1: 139,774 shares; 2025Q2: 138,564 shares; 2025Q3: 134,426 shares; 2025Q4: 132,544 shares 132,544 $24.4M 1.68% -1,882 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: 99,107 shares; 2024Q4: 111,891 shares; 2025Q1: 94,032 shares; 2025Q2: 95,584 shares; 2025Q3: 95,963 shares; 2025Q4: 95,245 shares 95,245 $22M 1.52% -718 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: 70,051 shares; 2024Q4: 70,909 shares; 2025Q1: 106,485 shares; 2025Q2: 107,800 shares; 2025Q3: 111,088 shares; 2025Q4: 107,842 shares 107,842 $21M 1.45% -3,246 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 237,212 shares; 2025Q2: 259,621 shares; 2025Q3: 257,113 shares; 2025Q4: 254,209 shares 254,209 $20.8M 1.43% -2,904 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: 35,924 shares; 2024Q4: 34,260 shares; 2025Q1: 27,576 shares; 2025Q2: 31,531 shares; 2025Q3: 31,408 shares; 2025Q4: 30,655 shares 30,655 $20.2M 1.4% -753 Timeline PGC PEAPACK-GLADSTONE FINL CORP More: the full row for PEAPACK-GLADSTONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 331,640 shares; 2024Q4: 326,735 shares; 2025Q1: 372,560 shares; 2025Q2: 372,560 shares; 2025Q3: 356,035 shares; 2025Q4: 685,605 shares 685,605 $19.1M 1.32% +329,570 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: 258,895 shares; 2024Q4: 241,659 shares; 2025Q1: 209,435 shares; 2025Q2: 203,213 shares; 2025Q3: 188,593 shares; 2025Q4: 183,279 shares 183,279 $18.3M 1.26% -5,314 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: 61,611 shares; 2024Q4: 59,842 shares; 2025Q1: 57,241 shares; 2025Q2: 57,516 shares; 2025Q3: 58,011 shares; 2025Q4: 55,556 shares 55,556 $17.4M 1.2% -2,455 Timeline DRS LEONARDO DRS INC More: the full row for LEONARDO DRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 531,281 shares; 2024Q4: 522,894 shares; 2025Q1: 518,799 shares; 2025Q2: 519,224 shares; 2025Q3: 509,224 shares; 2025Q4: 499,111 shares 499,111 $17M 1.17% -10,113 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,835 shares; 2024Q4: 32,500 shares; 2025Q1: 32,500 shares; 2025Q2: 32,500 shares; 2025Q3: 32,500 shares; 2025Q4: 32,500 shares 32,500 $13.4M 0.92% 0 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: 29,286 shares; 2024Q4: 29,248 shares; 2025Q1: 29,273 shares; 2025Q2: 21,773 shares; 2025Q3: 21,543 shares; 2025Q4: 21,374 shares 21,374 $13.4M 0.92% -169 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: 36,932 shares; 2024Q4: 36,865 shares; 2025Q1: 36,865 shares; 2025Q2: 36,865 shares; 2025Q3: 36,865 shares; 2025Q4: 36,865 shares 36,865 $12.4M 0.85% 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: 89,459 shares; 2024Q4: 83,862 shares; 2025Q1: 73,796 shares; 2025Q2: 74,186 shares; 2025Q3: 75,034 shares; 2025Q4: 72,121 shares 72,121 $11.7M 0.81% -2,913 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 498,430 shares; 2024Q4: 453,422 shares; 2025Q1: 429,114 shares; 2025Q2: 359,487 shares; 2025Q3: 346,163 shares; 2025Q4: 329,403 shares 329,403 $10.9M 0.75% -16,760 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: 37,817 shares; 2024Q4: 35,965 shares; 2025Q1: 34,438 shares; 2025Q2: 34,388 shares; 2025Q3: 33,909 shares; 2025Q4: 33,224 shares 33,224 $10.7M 0.74% -685 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: 228,997 shares; 2024Q4: 216,125 shares; 2025Q1: 180,063 shares; 2025Q2: 189,826 shares; 2025Q3: 190,500 shares; 2025Q4: 186,214 shares 186,214 $10.2M 0.71% -4,286 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 38,241 shares; 2025Q1: 35,617 shares; 2025Q2: 55,225 shares; 2025Q3: 63,481 shares; 2025Q4: 63,649 shares 63,649 $9.17M 0.63% +168 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: 38,526 shares; 2024Q4: 35,997 shares; 2025Q1: 29,622 shares; 2025Q2: 29,015 shares; 2025Q3: 27,739 shares; 2025Q4: 27,108 shares 27,108 $8.87M 0.61% -631 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: 257,888 shares; 2024Q4: 244,454 shares; 2025Q1: 233,894 shares; 2025Q2: 238,280 shares; 2025Q3: 242,605 shares; 2025Q4: 211,253 shares 211,253 $8.6M 0.59% -31,352 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: 40,797 shares; 2024Q4: 38,488 shares; 2025Q1: 32,386 shares; 2025Q2: 32,700 shares; 2025Q3: 33,094 shares; 2025Q4: 32,142 shares 32,142 $8.52M 0.59% -952 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: 57,772 shares; 2024Q4: 55,538 shares; 2025Q1: 53,543 shares; 2025Q2: 55,158 shares; 2025Q3: 54,588 shares; 2025Q4: 52,948 shares 52,948 $8.13M 0.56% -1,640 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,952 shares 12,952 $7.33M 0.51% new Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 318,247 shares; 2024Q4: 317,512 shares; 2025Q1: 312,197 shares; 2025Q2: 311,947 shares; 2025Q3: 306,452 shares; 2025Q4: 275,889 shares 275,889 $7.26M 0.5% -30,563 Timeline CDRE CADRE HLDGS INC More: the full row for CADRE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 182,018 shares; 2024Q4: 180,018 shares; 2025Q1: 169,553 shares; 2025Q2: 166,868 shares; 2025Q3: 161,123 shares; 2025Q4: 164,877 shares 164,877 $6.73M 0.46% +3,754 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 161,414 shares; 2024Q4: 133,959 shares; 2025Q1: 119,859 shares; 2025Q2: 133,257 shares; 2025Q3: 130,759 shares; 2025Q4: 131,304 shares 131,304 $6.67M 0.46% +545 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,964 shares; 2024Q4: 49,200 shares; 2025Q1: 42,288 shares; 2025Q2: 42,600 shares; 2025Q3: 45,708 shares; 2025Q4: 44,082 shares 44,082 $6.63M 0.46% -1,626 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: 160,421 shares; 2024Q4: 348,999 shares; 2025Q1: 303,106 shares; 2025Q2: 269,445 shares; 2025Q3: 268,845 shares; 2025Q4: 265,286 shares 265,286 $6.59M 0.45% -3,559 Timeline GAB GABELLI EQUITY TR INC More: the full row for GABELLI EQUITY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,209,969 shares; 2024Q4: 1,195,494 shares; 2025Q1: 1,144,244 shares; 2025Q2: 1,141,144 shares; 2025Q3: 1,120,694 shares; 2025Q4: 1,065,494 shares 1,065,494 $6.57M 0.45% -55,200 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: 55,522 shares; 2024Q4: 54,329 shares; 2025Q1: 50,966 shares; 2025Q2: 49,928 shares; 2025Q3: 51,078 shares; 2025Q4: 54,480 shares 54,480 $6.56M 0.45% +3,402 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 133,862 shares 133,862 $6.5M 0.45% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,000 shares; 2025Q4: 23,500 shares 23,500 $6.04M 0.42% -1,500 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: 30,313 shares; 2024Q4: 28,708 shares; 2025Q1: 27,340 shares; 2025Q2: 27,340 shares; 2025Q3: 28,890 shares; 2025Q4: 28,785 shares 28,785 $5.96M 0.41% -105 Timeline HLIT HARMONIC INC More: the full row for HARMONIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 418,805 shares; 2024Q4: 624,390 shares; 2025Q1: 612,055 shares; 2025Q2: 612,795 shares; 2025Q3: 602,795 shares; 2025Q4: 581,175 shares 581,175 $5.75M 0.4% -21,620 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: 24,769 shares; 2024Q4: 22,660 shares; 2025Q1: 17,109 shares; 2025Q2: 17,070 shares; 2025Q3: 17,196 shares; 2025Q4: 16,383 shares 16,383 $5.75M 0.4% -813 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: 57,291 shares; 2024Q4: 57,283 shares; 2025Q1: 52,966 shares; 2025Q2: 52,691 shares; 2025Q3: 52,331 shares; 2025Q4: 52,681 shares 52,681 $5.54M 0.38% +350 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,146 shares; 2024Q4: 66,186 shares; 2025Q1: 46,884 shares; 2025Q2: 47,297 shares; 2025Q3: 48,319 shares; 2025Q4: 46,731 shares 46,731 $5.48M 0.38% -1,588 Timeline EMYB EMBASSY BANCORP INC More: the full row for EMBASSY BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,675 shares; 2024Q4: 61,425 shares; 2025Q1: 60,675 shares; 2025Q2: 79,160 shares; 2025Q3: 297,006 shares; 2025Q4: 295,906 shares 295,906 $5.38M 0.37% -1,100 Timeline DGICA DONEGAL GROUP INC More: the full row for DONEGAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 260,815 shares; 2024Q4: 258,565 shares; 2025Q1: 255,990 shares; 2025Q2: 255,740 shares; 2025Q3: 249,525 shares; 2025Q4: 247,650 shares 247,650 $4.95M 0.34% -1,875 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: 23,816 shares; 2024Q4: 23,216 shares; 2025Q1: 22,988 shares; 2025Q2: 22,343 shares; 2025Q3: 22,328 shares; 2025Q4: 22,278 shares 22,278 $4.9M 0.34% -50 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: 33,243 shares; 2024Q4: 32,162 shares; 2025Q1: 31,355 shares; 2025Q2: 28,961 shares; 2025Q3: 30,456 shares; 2025Q4: 29,728 shares 29,728 $4.77M 0.33% -728 Timeline AI C3 AI INC More: the full row for C3 AI 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: 373,635 shares; 2025Q4: 347,840 shares 347,840 $4.69M 0.32% -25,795 Timeline GHM GRAHAM CORP More: the full row for GRAHAM 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: 59,778 shares; 2025Q2: 84,532 shares; 2025Q3: 81,032 shares; 2025Q4: 72,032 shares 72,032 $4.63M 0.32% -9,000 Timeline ELAN ELANCO ANIMAL HEALTH INC More: the full row for ELANCO ANIMAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 352,362 shares; 2024Q4: 318,230 shares; 2025Q1: 230,896 shares; 2025Q2: 237,538 shares; 2025Q3: 215,733 shares; 2025Q4: 203,310 shares 203,310 $4.6M 0.32% -12,423 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: 4,274 shares; 2024Q4: 4,240 shares; 2025Q1: 4,235 shares; 2025Q2: 4,233 shares; 2025Q3: 4,261 shares; 2025Q4: 4,241 shares 4,241 $4.56M 0.31% -20 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,946 shares; 2024Q4: 11,946 shares; 2025Q1: 11,946 shares; 2025Q2: 11,946 shares; 2025Q3: 11,946 shares; 2025Q4: 11,946 shares 11,946 $4.46M 0.31% 0 Timeline NBIX NEUROCRINE BIOSCIENCES INC More: the full row for NEUROCRINE BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,725 shares; 2024Q4: 36,410 shares; 2025Q1: 34,660 shares; 2025Q2: 34,660 shares; 2025Q3: 29,660 shares; 2025Q4: 28,760 shares 28,760 $4.08M 0.28% -900 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,351 shares; 2024Q4: 19,401 shares; 2025Q1: 18,482 shares; 2025Q2: 18,424 shares; 2025Q3: 18,324 shares; 2025Q4: 17,968 shares 17,968 $3.86M 0.27% -356 Timeline PKBK PARKE BANCORP INC More: the full row for PARKE BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 162,435 shares; 2024Q4: 162,435 shares; 2025Q1: 161,830 shares; 2025Q2: 161,830 shares; 2025Q3: 155,120 shares; 2025Q4: 153,910 shares 153,910 $3.85M 0.27% -1,210 Timeline STAG STAG INDUSTRIAL INC More: the full row for STAG INDUSTRIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 161,398 shares; 2024Q4: 148,488 shares; 2025Q1: 103,983 shares; 2025Q2: 102,860 shares; 2025Q3: 99,755 shares; 2025Q4: 96,576 shares 96,576 $3.55M 0.24% -3,179 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: 842 shares; 2024Q4: 8,842 shares; 2025Q1: 7,842 shares; 2025Q2: 7,842 shares; 2025Q3: 7,842 shares; 2025Q4: 7,842 shares 7,842 $3.49M 0.24% 0 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: 16,355 shares; 2024Q4: 16,355 shares; 2025Q1: 16,355 shares; 2025Q2: 16,355 shares; 2025Q3: 16,355 shares; 2025Q4: 11,355 shares 11,355 $3.29M 0.23% -5,000 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: 67,800 shares; 2025Q3: 67,845 shares; 2025Q4: 74,680 shares 74,680 $3.25M 0.22% +6,835 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,183 shares; 2024Q4: 86,363 shares; 2025Q1: 78,444 shares; 2025Q2: 74,676 shares; 2025Q3: 69,390 shares; 2025Q4: 63,443 shares 63,443 $2.91M 0.2% -5,947 Timeline PPLT ABRDN PLATINUM ETF TRUST More: the full row for ABRDN PLATINUM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,752 shares; 2024Q4: 23,272 shares; 2025Q1: 18,865 shares; 2025Q2: 17,638 shares; 2025Q3: 16,986 shares; 2025Q4: 15,417 shares 15,417 $2.87M 0.2% -1,569 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: 86,217 shares; 2024Q4: 43,176 shares; 2025Q1: 34,441 shares; 2025Q2: 41,799 shares; 2025Q3: 46,746 shares; 2025Q4: 44,949 shares 44,949 $2.86M 0.2% -1,797 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,100 shares; 2025Q1: 54,371 shares; 2025Q2: 51,811 shares; 2025Q3: 50,160 shares; 2025Q4: 52,410 shares 52,410 $2.81M 0.19% +2,250 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: 9,025 shares; 2024Q4: 9,025 shares; 2025Q1: 9,025 shares; 2025Q2: 9,025 shares; 2025Q3: 9,025 shares; 2025Q4: 9,025 shares 9,025 $2.78M 0.19% 0 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,845 shares; 2024Q4: 66,904 shares; 2025Q1: 66,784 shares; 2025Q2: 66,140 shares; 2025Q3: 66,116 shares; 2025Q4: 53,688 shares 53,688 $2.63M 0.18% -12,428 Timeline AMKR AMKOR TECHNOLOGY INC More: the full row for AMKOR 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: 76,400 shares; 2025Q3: 76,400 shares; 2025Q4: 66,400 shares 66,400 $2.62M 0.18% -10,000 Timeline CYRX CRYOPORT INC More: the full row for CRYOPORT 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: 96,836 shares; 2025Q2: 252,336 shares; 2025Q3: 243,500 shares; 2025Q4: 263,173 shares 263,173 $2.53M 0.17% +19,673 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 250,345 shares; 2024Q4: 187,009 shares; 2025Q1: 128,586 shares; 2025Q2: 48,604 shares; 2025Q3: 26,248 shares; 2025Q4: 25,590 shares 25,590 $2.46M 0.17% -658 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: 50,183 shares; 2024Q4: 46,788 shares; 2025Q1: 14,089 shares; 2025Q2: 11,977 shares; 2025Q3: 12,317 shares; 2025Q4: 14,007 shares 14,007 $2.4M 0.17% +1,690 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: 10,023 shares; 2024Q4: 10,013 shares; 2025Q1: 9,263 shares; 2025Q2: 9,263 shares; 2025Q3: 9,263 shares; 2025Q4: 8,694 shares 8,694 $2.39M 0.17% -569 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: 20,554 shares; 2024Q4: 20,554 shares; 2025Q1: 20,554 shares; 2025Q2: 20,554 shares; 2025Q3: 20,554 shares; 2025Q4: 20,289 shares 20,289 $2.17M 0.15% -265 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: 34,385 shares; 2024Q4: 32,590 shares; 2025Q1: 32,590 shares; 2025Q2: 32,590 shares; 2025Q3: 32,590 shares; 2025Q4: 32,590 shares 32,590 $2.15M 0.15% 0 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: 29,241 shares; 2024Q4: 27,074 shares; 2025Q1: 4,148 shares; 2025Q2: 3,720 shares; 2025Q3: 3,680 shares; 2025Q4: 3,680 shares 3,680 $2.11M 0.15% 0 Timeline BIRK BIRKENSTOCK HOLDING PLC More: the full row for BIRKENSTOCK HOLDING 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: 50,000 shares 50,000 $2.04M 0.14% new 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: 2,954 shares; 2024Q4: 2,938 shares; 2025Q1: 2,938 shares; 2025Q2: 2,923 shares; 2025Q3: 2,923 shares; 2025Q4: 2,923 shares 2,923 $2M 0.14% 0 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,005 shares; 2024Q4: 5,005 shares; 2025Q1: 5,005 shares; 2025Q2: 32,500 shares; 2025Q3: 10,000 shares; 2025Q4: 10,250 shares 10,250 $1.99M 0.14% +250 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: 17,718 shares; 2024Q4: 16,253 shares; 2025Q1: 14,644 shares; 2025Q2: 13,618 shares; 2025Q3: 13,633 shares; 2025Q4: 13,009 shares 13,009 $1.98M 0.14% -624 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,415 shares; 2024Q4: 2,415 shares; 2025Q1: 2,415 shares; 2025Q2: 2,415 shares; 2025Q3: 2,415 shares; 2025Q4: 2,415 shares 2,415 $1.86M 0.13% 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: 9,750 shares; 2024Q4: 12,000 shares; 2025Q1: 8,500 shares; 2025Q2: 9,750 shares; 2025Q3: 9,865 shares; 2025Q4: 10,255 shares 10,255 $1.82M 0.13% +390 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,937 shares; 2024Q4: 22,393 shares; 2025Q1: 22,393 shares; 2025Q2: 19,671 shares; 2025Q3: 19,229 shares; 2025Q4: 18,977 shares 18,977 $1.78M 0.12% -252 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,529 shares; 2024Q4: 42,553 shares; 2025Q1: 39,946 shares; 2025Q2: 38,387 shares; 2025Q3: 38,552 shares; 2025Q4: 37,711 shares 37,711 $1.77M 0.12% -841 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: 18,421 shares; 2024Q4: 18,170 shares; 2025Q1: 18,170 shares; 2025Q2: 18,324 shares; 2025Q3: 19,249 shares; 2025Q4: 19,249 shares 19,249 $1.72M 0.12% 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: 6,972 shares; 2024Q4: 6,951 shares; 2025Q1: 6,951 shares; 2025Q2: 6,951 shares; 2025Q3: 6,951 shares; 2025Q4: 6,926 shares 6,926 $1.71M 0.12% -25 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: 2,252 shares; 2024Q4: 2,252 shares; 2025Q1: 2,304 shares; 2025Q2: 2,579 shares; 2025Q3: 2,579 shares; 2025Q4: 2,579 shares 2,579 $1.69M 0.12% 0 Timeline EGO ELDORADO GOLD CORP NEW More: the full row for ELDORADO GOLD CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,087 shares; 2024Q4: 63,964 shares; 2025Q1: 63,608 shares; 2025Q2: 58,098 shares; 2025Q3: 48,582 shares; 2025Q4: 46,813 shares 46,813 $1.68M 0.12% -1,769 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,052 shares; 2024Q4: 8,052 shares; 2025Q1: 8,052 shares; 2025Q2: 8,052 shares; 2025Q3: 8,052 shares; 2025Q4: 8,052 shares 8,052 $1.68M 0.12% 0 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 135,636 shares; 2024Q4: 123,677 shares; 2025Q1: 127,777 shares; 2025Q2: 102,366 shares; 2025Q3: 95,966 shares; 2025Q4: 68,829 shares 68,829 $1.63M 0.11% -27,137 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: 1,149 shares; 2024Q4: 1,151 shares; 2025Q1: 1,931 shares; 2025Q2: 2,391 shares; 2025Q3: 3,411 shares; 2025Q4: 3,461 shares 3,461 $1.56M 0.11% +50 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: 7,340 shares; 2024Q4: 7,280 shares; 2025Q1: 6,740 shares; 2025Q2: 6,691 shares; 2025Q3: 6,691 shares; 2025Q4: 6,691 shares 6,691 $1.55M 0.11% 0 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: 2,796 shares; 2024Q4: 2,787 shares; 2025Q1: 2,761 shares; 2025Q2: 2,761 shares; 2025Q3: 2,266 shares; 2025Q4: 2,263 shares 2,263 $1.54M 0.11% -3 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: 10,362 shares; 2024Q4: 11,507 shares; 2025Q1: 11,507 shares; 2025Q2: 14,270 shares; 2025Q3: 13,235 shares; 2025Q4: 13,128 shares 13,128 $1.53M 0.11% -107 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,620 shares; 2024Q4: 21,620 shares; 2025Q1: 21,620 shares; 2025Q2: 21,620 shares; 2025Q3: 21,620 shares; 2025Q4: 21,620 shares 21,620 $1.48M 0.1% 0 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: 26,450 shares; 2024Q4: 26,450 shares; 2025Q1: 26,450 shares; 2025Q2: 26,425 shares; 2025Q3: 26,425 shares; 2025Q4: 26,425 shares 26,425 $1.43M 0.1% 0 Timeline BTU PEABODY ENGR CORP More: the full row for PEABODY ENGR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,969 shares; 2024Q4: 58,270 shares; 2025Q1: 50,661 shares; 2025Q2: 39,205 shares; 2025Q3: 39,205 shares; 2025Q4: 45,652 shares 45,652 $1.36M 0.09% +6,447 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,265 shares; 2024Q4: 13,913 shares; 2025Q1: 13,913 shares; 2025Q2: 13,913 shares; 2025Q3: 13,913 shares; 2025Q4: 13,913 shares 13,913 $1.34M 0.09% 0 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,611 shares; 2024Q4: 3,595 shares; 2025Q1: 3,595 shares; 2025Q2: 3,595 shares; 2025Q3: 3,595 shares; 2025Q4: 3,595 shares 3,595 $1.33M 0.09% 0 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,357 shares; 2024Q4: 13,241 shares; 2025Q1: 13,146 shares; 2025Q2: 13,146 shares; 2025Q3: 13,246 shares; 2025Q4: 13,246 shares 13,246 $1.32M 0.09% 0 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: 4,383 shares; 2024Q4: 4,383 shares; 2025Q1: 4,383 shares; 2025Q2: 4,383 shares; 2025Q3: 4,383 shares; 2025Q4: 4,383 shares 4,383 $1.26M 0.09% 0 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: 5,855 shares; 2024Q4: 5,855 shares; 2025Q1: 5,855 shares; 2025Q2: 5,855 shares; 2025Q3: 5,855 shares; 2025Q4: 5,880 shares 5,880 $1.26M 0.09% +25 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: 18,601 shares; 2024Q4: 17,969 shares; 2025Q1: 17,969 shares; 2025Q2: 17,969 shares; 2025Q3: 17,992 shares; 2025Q4: 17,992 shares 17,992 $1.26M 0.09% 0 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,470 shares; 2024Q4: 14,470 shares; 2025Q1: 14,430 shares; 2025Q2: 14,430 shares; 2025Q3: 14,320 shares; 2025Q4: 14,320 shares 14,320 $1.25M 0.09% 0 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,630 shares; 2024Q4: 27,630 shares; 2025Q1: 27,630 shares; 2025Q2: 27,630 shares; 2025Q3: 27,464 shares; 2025Q4: 32,464 shares 32,464 $1.25M 0.09% +5,000 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: 4,756 shares; 2024Q4: 4,743 shares; 2025Q1: 4,743 shares; 2025Q2: 4,743 shares; 2025Q3: 5,468 shares; 2025Q4: 4,968 shares 4,968 $1.22M 0.08% -500 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: 212,209 shares; 2024Q4: 138,924 shares; 2025Q1: 36,943 shares; 2025Q2: 26,979 shares; 2025Q3: 32,404 shares; 2025Q4: 32,569 shares 32,569 $1.2M 0.08% +165 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: 29,325 shares; 2024Q4: 28,185 shares; 2025Q1: 28,185 shares; 2025Q2: 28,185 shares; 2025Q3: 29,035 shares; 2025Q4: 5,490 shares 5,490 $1.07M 0.07% -23,545 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,194 shares; 2024Q4: 4,194 shares; 2025Q1: 3,894 shares; 2025Q2: 3,894 shares; 2025Q3: 3,696 shares; 2025Q4: 3,696 shares 3,696 $1.07M 0.07% 0 Timeline CCNE CNB FINL CORP PA More: the full row for CNB FINL CORP PA 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: 40,045 shares; 2025Q4: 39,704 shares 39,704 $1.04M 0.07% -341 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,846 shares; 2024Q4: 6,600 shares; 2025Q1: 6,645 shares; 2025Q2: 6,672 shares; 2025Q3: 7,038 shares; 2025Q4: 7,095 shares 7,095 $1.02M 0.07% +57 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: 15,311 shares; 2024Q4: 15,311 shares; 2025Q1: 15,099 shares; 2025Q2: 15,099 shares; 2025Q3: 17,324 shares; 2025Q4: 17,324 shares 17,324 $999K 0.07% 0 Timeline AUR AURORA INNOVATION INC More: the full row for AURORA INNOVATION 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: 22,500 shares; 2025Q3: 35,000 shares; 2025Q4: 255,000 shares 255,000 $979K 0.07% +220,000 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,010 shares; 2024Q4: 11,550 shares; 2025Q1: 16,030 shares; 2025Q2: 11,030 shares; 2025Q3: 10,642 shares; 2025Q4: 7,300 shares 7,300 $957K 0.07% -3,342 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: 38,582 shares; 2024Q4: 38,582 shares; 2025Q1: 38,540 shares; 2025Q2: 38,540 shares; 2025Q3: 38,540 shares; 2025Q4: 38,290 shares 38,290 $953K 0.07% -250 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,956 shares; 2024Q4: 1,963 shares; 2025Q1: 1,963 shares; 2025Q2: 1,963 shares; 2025Q3: 1,973 shares; 2025Q4: 1,963 shares 1,963 $914K 0.06% -10 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,390 shares; 2024Q4: 7,390 shares; 2025Q1: 7,390 shares; 2025Q2: 6,890 shares; 2025Q3: 6,890 shares; 2025Q4: 6,890 shares 6,890 $914K 0.06% 0 Timeline VVV VALVOLINE INC More: the full row for VALVOLINE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,462 shares; 2024Q4: 37,516 shares; 2025Q1: 35,859 shares; 2025Q2: 33,147 shares; 2025Q3: 32,776 shares; 2025Q4: 30,390 shares 30,390 $883K 0.06% -2,386 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,141 shares; 2024Q4: 34,605 shares; 2025Q1: 33,895 shares; 2025Q2: 27,149 shares; 2025Q3: 24,730 shares; 2025Q4: 23,535 shares 23,535 $862K 0.06% -1,195 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: 6,293 shares; 2024Q4: 6,272 shares; 2025Q1: 5,614 shares; 2025Q2: 5,550 shares; 2025Q3: 5,680 shares; 2025Q4: 5,680 shares 5,680 $814K 0.06% 0 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,682 shares 20,682 $794K 0.05% new Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,700 shares; 2024Q4: 13,500 shares; 2025Q1: 13,500 shares; 2025Q2: 12,500 shares; 2025Q3: 12,500 shares; 2025Q4: 12,400 shares 12,400 $790K 0.05% -100 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: 6,417 shares; 2024Q4: 6,417 shares; 2025Q1: 6,417 shares; 2025Q2: 6,417 shares; 2025Q3: 6,417 shares; 2025Q4: 6,417 shares 6,417 $780K 0.05% 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: 5,975 shares; 2024Q4: 5,709 shares; 2025Q1: 4,709 shares; 2025Q2: 4,709 shares; 2025Q3: 4,709 shares; 2025Q4: 4,119 shares 4,119 $750K 0.05% -590 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,110 shares; 2024Q4: 4,110 shares; 2025Q1: 4,110 shares; 2025Q2: 4,110 shares; 2025Q3: 4,110 shares; 2025Q4: 4,110 shares 4,110 $741K 0.05% 0 Timeline AVIV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,720 shares; 2025Q4: 10,261 shares 10,261 $731K 0.05% -459 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,540 shares; 2025Q4: 2,708 shares 2,708 $707K 0.05% +168 Timeline CXM SPRINKLR INC More: the full row for SPRINKLR 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: 90,150 shares; 2025Q4: 90,150 shares 90,150 $701K 0.05% 0 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 3,405 shares 3,405 $698K 0.05% +1,405 Timeline PRGO PERRIGO CO PLC More: the full row for PERRIGO CO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,132 shares; 2024Q4: 70,365 shares; 2025Q1: 65,812 shares; 2025Q2: 60,001 shares; 2025Q3: 60,001 shares; 2025Q4: 50,109 shares 50,109 $698K 0.05% -9,892 Timeline STBA S & T BANCORP INC More: the full row for S & T BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,225 shares; 2024Q4: 17,225 shares; 2025Q1: 17,225 shares; 2025Q2: 17,225 shares; 2025Q3: 17,225 shares; 2025Q4: 17,225 shares 17,225 $678K 0.05% 0 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: 7,800 shares; 2024Q4: 7,050 shares; 2025Q1: 6,934 shares; 2025Q2: 5,092 shares; 2025Q3: 4,297 shares; 2025Q4: 4,001 shares 4,001 $678K 0.05% -296 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: 6,429 shares; 2024Q4: 6,124 shares; 2025Q1: 6,124 shares; 2025Q2: 6,124 shares; 2025Q3: 6,124 shares; 2025Q4: 5,624 shares 5,624 $676K 0.05% -500 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,418 shares; 2024Q4: 9,984 shares; 2025Q1: 9,984 shares; 2025Q2: 9,888 shares; 2025Q3: 9,888 shares; 2025Q4: 9,888 shares 9,888 $665K 0.05% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,059 shares; 2025Q3: 1,059 shares; 2025Q4: 2,175 shares 2,175 $661K 0.05% +1,116 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,500 shares; 2024Q4: 5,500 shares; 2025Q1: 5,500 shares; 2025Q2: 5,500 shares; 2025Q3: 5,500 shares; 2025Q4: 5,500 shares 5,500 $638K 0.04% 0 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: 1,965 shares; 2024Q4: 1,965 shares; 2025Q1: 1,965 shares; 2025Q2: 1,965 shares; 2025Q3: 1,965 shares; 2025Q4: 1,965 shares 1,965 $619K 0.04% 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: 8,399 shares; 2024Q4: 8,350 shares; 2025Q1: 8,350 shares; 2025Q2: 8,350 shares; 2025Q3: 8,350 shares; 2025Q4: 8,350 shares 8,350 $614K 0.04% 0 Timeline BHRB BURKE HERBERT FINL SVCS CORP More: the full row for BURKE HERBERT FINL SVCS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,858 shares; 2024Q4: 9,858 shares; 2025Q1: 9,858 shares; 2025Q2: 9,858 shares; 2025Q3: 9,858 shares; 2025Q4: 9,858 shares 9,858 $614K 0.04% 0 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,115 shares; 2024Q4: 9,115 shares; 2025Q1: 9,115 shares; 2025Q2: 9,115 shares; 2025Q3: 9,115 shares; 2025Q4: 9,115 shares 9,115 $612K 0.04% 0 Timeline HPS HANCOCK JOHN PFD INCOME FD I More: the full row for HANCOCK JOHN PFD INCOME FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,900 shares; 2024Q4: 41,900 shares; 2025Q1: 41,900 shares; 2025Q2: 41,900 shares; 2025Q3: 54,900 shares; 2025Q4: 41,700 shares 41,700 $601K 0.04% -13,200 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: 11,711 shares; 2024Q4: 11,711 shares; 2025Q1: 11,891 shares; 2025Q2: 11,621 shares; 2025Q3: 11,731 shares; 2025Q4: 11,731 shares 11,731 $582K 0.04% 0 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: 1,130 shares; 2024Q4: 1,130 shares; 2025Q1: 1,130 shares; 2025Q2: 1,130 shares; 2025Q3: 1,130 shares; 2025Q4: 1,130 shares 1,130 $577K 0.04% 0 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,182 shares; 2024Q4: 85,437 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,190 shares; 2025Q4: 4,646 shares 4,646 $570K 0.04% +2,456 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,729 shares; 2024Q4: 5,564 shares; 2025Q1: 4,830 shares; 2025Q2: 4,822 shares; 2025Q3: 4,604 shares; 2025Q4: 4,521 shares 4,521 $569K 0.04% -83 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: 6,115 shares; 2024Q4: 6,865 shares; 2025Q1: 6,865 shares; 2025Q2: 6,865 shares; 2025Q3: 7,115 shares; 2025Q4: 7,115 shares 7,115 $569K 0.04% 0 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: 7,783 shares; 2024Q4: 7,283 shares; 2025Q1: 7,283 shares; 2025Q2: 7,283 shares; 2025Q3: 7,283 shares; 2025Q4: 7,283 shares 7,283 $561K 0.04% 0 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: 777 shares; 2024Q4: 952 shares; 2025Q1: 952 shares; 2025Q2: 899 shares; 2025Q3: 899 shares; 2025Q4: 899 shares 899 $552K 0.04% 0 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,808 shares; 2024Q4: 974 shares; 2025Q1: 622 shares; 2025Q2: 722 shares; 2025Q3: 622 shares; 2025Q4: 632 shares 632 $545K 0.04% +10 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,433 shares; 2024Q4: 15,358 shares; 2025Q1: 15,358 shares; 2025Q2: 15,358 shares; 2025Q3: 15,058 shares; 2025Q4: 15,058 shares 15,058 $527K 0.04% 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: 1,710 shares; 2024Q4: 1,710 shares; 2025Q1: 1,710 shares; 2025Q2: 1,710 shares; 2025Q3: 1,710 shares; 2025Q4: 2,015 shares 2,015 $518K 0.04% +305 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,732 shares; 2024Q4: 15,732 shares; 2025Q1: 15,732 shares; 2025Q2: 14,492 shares; 2025Q3: 14,992 shares; 2025Q4: 14,992 shares 14,992 $507K 0.03% 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: 94,166 shares; 2024Q4: 85,460 shares; 2025Q1: 62,745 shares; 2025Q2: 20,688 shares; 2025Q3: 7,708 shares; 2025Q4: 6,344 shares 6,344 $501K 0.03% -1,364 Timeline TDW TIDEWATER INC NEW More: the full row for TIDEWATER INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 115,057 shares; 2024Q4: 107,791 shares; 2025Q1: 83,267 shares; 2025Q2: 76,203 shares; 2025Q3: 72,434 shares; 2025Q4: 9,840 shares 9,840 $497K 0.03% -62,594 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,714 shares; 2024Q4: 9,214 shares; 2025Q1: 9,214 shares; 2025Q2: 9,179 shares; 2025Q3: 9,179 shares; 2025Q4: 9,129 shares 9,129 $491K 0.03% -50 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: 2,265 shares; 2024Q4: 1,645 shares; 2025Q1: 1,598 shares; 2025Q2: 1,598 shares; 2025Q3: 1,576 shares; 2025Q4: 1,576 shares 1,576 $482K 0.03% 0 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,078 shares; 2024Q4: 2,156 shares; 2025Q1: 2,156 shares; 2025Q2: 2,156 shares; 2025Q3: 2,356 shares; 2025Q4: 2,356 shares 2,356 $468K 0.03% 0 Timeline VDC 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: 2,580 shares; 2024Q4: 2,205 shares; 2025Q1: 2,205 shares; 2025Q2: 2,205 shares; 2025Q3: 2,205 shares; 2025Q4: 2,205 shares 2,205 $466K 0.03% 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: 3,686 shares; 2024Q4: 3,686 shares; 2025Q1: 3,686 shares; 2025Q2: 3,686 shares; 2025Q3: 3,686 shares; 2025Q4: 4,996 shares 4,996 $459K 0.03% +1,310 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,040 shares; 2025Q4: 3,976 shares 3,976 $458K 0.03% +1,936 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: 1,469 shares; 2024Q4: 1,455 shares; 2025Q1: 1,600 shares; 2025Q2: 1,700 shares; 2025Q3: 1,655 shares; 2025Q4: 1,655 shares 1,655 $452K 0.03% 0 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,242 shares; 2024Q4: 3,242 shares; 2025Q1: 3,242 shares; 2025Q2: 3,222 shares; 2025Q3: 3,222 shares; 2025Q4: 3,306 shares 3,306 $450K 0.03% +84 Timeline CPRI CAPRI HOLDINGS LIMITED More: the full row for CAPRI HOLDINGS LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,317 shares; 2024Q4: 27,372 shares; 2025Q1: 24,518 shares; 2025Q2: 20,638 shares; 2025Q3: 20,638 shares; 2025Q4: 17,921 shares 17,921 $437K 0.03% -2,717 Timeline CAPL CROSSAMERICA PARTNERS LP More: the full row for CROSSAMERICA PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,000 shares; 2024Q4: 21,000 shares; 2025Q1: 21,000 shares; 2025Q2: 21,000 shares; 2025Q3: 21,000 shares; 2025Q4: 21,000 shares 21,000 $433K 0.03% 0 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,900 shares; 2024Q4: 3,900 shares; 2025Q1: 3,900 shares; 2025Q2: 3,900 shares; 2025Q3: 3,900 shares; 2025Q4: 3,900 shares 3,900 $430K 0.03% 0 Timeline DBMF IM GLOBAL PARTNER FUNDS More: the full row for IM GLOBAL PARTNER FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,100 shares 15,100 $424K 0.03% new Timeline JHI HANCOCK JOHN INVS TR More: the full row for HANCOCK JOHN INVS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,813 shares; 2024Q4: 30,813 shares; 2025Q1: 30,813 shares; 2025Q2: 30,813 shares; 2025Q3: 30,813 shares; 2025Q4: 30,813 shares 30,813 $421K 0.03% 0 Timeline FRO FRONTLINE PLC More: the full row for FRONTLINE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,227 shares; 2024Q4: 16,227 shares; 2025Q1: 21,427 shares; 2025Q2: 20,417 shares; 2025Q3: 19,973 shares; 2025Q4: 19,098 shares 19,098 $417K 0.03% -875 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: 3,823 shares; 2024Q4: 2,894 shares; 2025Q1: 2,882 shares; 2025Q2: 2,862 shares; 2025Q3: 2,862 shares; 2025Q4: 2,862 shares 2,862 $411K 0.03% 0 Timeline ETHE GRAYSCALE ETHEREUM STAKING E More: the full row for GRAYSCALE ETHEREUM STAKING E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,075 shares; 2024Q4: 16,675 shares; 2025Q1: 16,675 shares; 2025Q2: 16,675 shares; 2025Q3: 16,675 shares; 2025Q4: 16,675 shares 16,675 $406K 0.03% 0 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB 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: 5,750 shares; 2025Q3: 5,750 shares; 2025Q4: 5,750 shares 5,750 $401K 0.03% 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: 354,666 shares; 2024Q4: 338,396 shares; 2025Q1: 136,166 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,475 shares 2,475 $401K 0.03% new Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,587 shares; 2024Q4: 11,364 shares; 2025Q1: 11,364 shares; 2025Q2: 11,364 shares; 2025Q3: 11,364 shares; 2025Q4: 13,104 shares 13,104 $392K 0.03% +1,740 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 118 shares; 2024Q4: 118 shares; 2025Q1: 115 shares; 2025Q2: 115 shares; 2025Q3: 115 shares; 2025Q4: 115 shares 115 $390K 0.03% 0 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: 1,658 shares; 2024Q4: 1,449 shares; 2025Q1: 1,449 shares; 2025Q2: 1,449 shares; 2025Q3: 1,449 shares; 2025Q4: 1,449 shares 1,449 $389K 0.03% 0 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,545 shares 8,545 $389K 0.03% new Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,093 shares; 2024Q4: 1,084 shares; 2025Q1: 1,084 shares; 2025Q2: 1,084 shares; 2025Q3: 1,084 shares; 2025Q4: 1,084 shares 1,084 $383K 0.03% 0 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: 7,500 shares; 2024Q4: 7,500 shares; 2025Q1: 7,500 shares; 2025Q2: 7,500 shares; 2025Q3: 7,500 shares; 2025Q4: 7,500 shares 7,500 $382K 0.03% 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: not reported; 2025Q4: 1,335 shares 1,335 $381K 0.03% new Timeline LUNR INTUITIVE MACHINES INC More: the full row for INTUITIVE MACHINES 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: 11,000 shares; 2025Q2: 23,500 shares; 2025Q3: 23,500 shares; 2025Q4: 23,500 shares 23,500 $381K 0.03% 0 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: 2,055 shares; 2024Q4: 1,860 shares; 2025Q1: 1,775 shares; 2025Q2: 1,775 shares; 2025Q3: 1,700 shares; 2025Q4: 1,700 shares 1,700 $374K 0.03% 0 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 949 shares; 2024Q4: 711 shares; 2025Q1: 711 shares; 2025Q2: 711 shares; 2025Q3: 711 shares; 2025Q4: 711 shares 711 $372K 0.03% 0 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,714 shares; 2024Q4: 2,714 shares; 2025Q1: 2,700 shares; 2025Q2: 2,700 shares; 2025Q3: 2,700 shares; 2025Q4: 2,700 shares 2,700 $372K 0.03% 0 Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,500 shares; 2025Q1: 18,500 shares; 2025Q2: 16,000 shares; 2025Q3: 12,500 shares; 2025Q4: 13,002 shares 13,002 $366K 0.03% +502 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: 5,618 shares; 2024Q4: 5,173 shares; 2025Q1: 3,573 shares; 2025Q2: 3,573 shares; 2025Q3: 3,573 shares; 2025Q4: 4,527 shares 4,527 $363K 0.03% +954 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,580 shares; 2024Q4: 2,580 shares; 2025Q1: 2,580 shares; 2025Q2: 2,580 shares; 2025Q3: 2,580 shares; 2025Q4: 2,580 shares 2,580 $359K 0.02% 0 Timeline XME SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,416 shares 3,416 $354K 0.02% new 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: 1,970 shares; 2024Q4: 1,650 shares; 2025Q1: 1,525 shares; 2025Q2: 1,450 shares; 2025Q3: 1,450 shares; 2025Q4: 1,450 shares 1,450 $350K 0.02% 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: 2,740 shares; 2024Q4: 1,094 shares; 2025Q1: 1,094 shares; 2025Q2: 1,094 shares; 2025Q3: 1,094 shares; 2025Q4: 1,094 shares 1,094 $348K 0.02% 0 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares 2,000 $347K 0.02% 0 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,935 shares; 2024Q4: 4,935 shares; 2025Q1: 4,935 shares; 2025Q2: 4,935 shares; 2025Q3: 4,935 shares; 2025Q4: 4,935 shares 4,935 $343K 0.02% 0 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,624 shares; 2024Q4: 4,399 shares; 2025Q1: 3,964 shares; 2025Q2: 3,929 shares; 2025Q3: 3,929 shares; 2025Q4: 3,929 shares 3,929 $343K 0.02% 0 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: 1,567 shares; 2024Q4: 1,567 shares; 2025Q1: 1,567 shares; 2025Q2: 1,567 shares; 2025Q3: 1,567 shares; 2025Q4: 1,567 shares 1,567 $340K 0.02% 0 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,298 shares; 2024Q4: 3,757 shares; 2025Q1: 3,757 shares; 2025Q2: 3,757 shares; 2025Q3: 3,757 shares; 2025Q4: 3,757 shares 3,757 $336K 0.02% 0 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,913 shares; 2024Q4: 1,903 shares; 2025Q1: 1,903 shares; 2025Q2: 1,903 shares; 2025Q3: 1,903 shares; 2025Q4: 1,903 shares 1,903 $334K 0.02% 0 Timeline CZNC CITIZENS & NORTHN CORP More: the full row for CITIZENS & NORTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,499 shares; 2024Q4: 16,499 shares; 2025Q1: 16,499 shares; 2025Q2: 16,499 shares; 2025Q3: 16,499 shares; 2025Q4: 16,499 shares 16,499 $333K 0.02% 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: 2,633 shares; 2024Q4: 2,613 shares; 2025Q1: 2,613 shares; 2025Q2: 2,363 shares; 2025Q3: 2,383 shares; 2025Q4: 2,333 shares 2,333 $329K 0.02% -50 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: 17,128 shares; 2024Q4: 15,000 shares; 2025Q1: 11,400 shares; 2025Q2: 11,175 shares; 2025Q3: 9,000 shares; 2025Q4: 9,000 shares 9,000 $326K 0.02% 0 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,157 shares; 2024Q4: 2,153 shares; 2025Q1: 2,153 shares; 2025Q2: 2,103 shares; 2025Q3: 2,103 shares; 2025Q4: 2,103 shares 2,103 $324K 0.02% 0 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,500 shares; 2024Q4: 10,100 shares; 2025Q1: 10,100 shares; 2025Q2: 16,435 shares; 2025Q3: 9,400 shares; 2025Q4: 9,400 shares 9,400 $324K 0.02% 0 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares 3,000 $312K 0.02% 0 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: 1,445 shares; 2024Q4: 1,445 shares; 2025Q1: 1,445 shares; 2025Q2: 1,440 shares; 2025Q3: 1,440 shares; 2025Q4: 1,440 shares 1,440 $305K 0.02% 0 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,616 shares; 2024Q4: 22,531 shares; 2025Q1: 874 shares; 2025Q2: 874 shares; 2025Q3: 637 shares; 2025Q4: 867 shares 867 $303K 0.02% +230 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,620 shares; 2024Q4: 5,620 shares; 2025Q1: 5,620 shares; 2025Q2: 5,620 shares; 2025Q3: 5,620 shares; 2025Q4: 5,620 shares 5,620 $300K 0.02% 0 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: 616 shares; 2024Q4: 616 shares; 2025Q1: 616 shares; 2025Q2: 616 shares; 2025Q3: 616 shares; 2025Q4: 616 shares 616 $292K 0.02% 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: 3,500 shares; 2024Q4: 3,500 shares; 2025Q1: 3,500 shares; 2025Q2: 3,500 shares; 2025Q3: 3,500 shares; 2025Q4: 3,500 shares 3,500 $290K 0.02% 0 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,650 shares; 2024Q4: 3,650 shares; 2025Q1: 3,650 shares; 2025Q2: 3,650 shares; 2025Q3: 3,650 shares; 2025Q4: 3,650 shares 3,650 $290K 0.02% 0 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,312 shares; 2024Q4: 1,066 shares; 2025Q1: 1,066 shares; 2025Q2: 1,066 shares; 2025Q3: 1,066 shares; 2025Q4: 1,066 shares 1,066 $289K 0.02% 0 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,049 shares; 2024Q4: 3,685 shares; 2025Q1: 1,225 shares; 2025Q2: 1,215 shares; 2025Q3: 1,165 shares; 2025Q4: 1,165 shares 1,165 $288K 0.02% 0 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,108 shares; 2025Q1: 1,108 shares; 2025Q2: 1,108 shares; 2025Q3: 1,108 shares; 2025Q4: 1,108 shares 1,108 $284K 0.02% 0 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: 947 shares; 2024Q4: 742 shares; 2025Q1: 742 shares; 2025Q2: 712 shares; 2025Q3: 791 shares; 2025Q4: 791 shares 791 $272K 0.02% 0 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 899 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 899 shares; 2025Q3: 899 shares; 2025Q4: 899 shares 899 $271K 0.02% 0 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 951 shares; 2024Q4: 720 shares; 2025Q1: 720 shares; 2025Q2: 720 shares; 2025Q3: 720 shares; 2025Q4: 820 shares 820 $271K 0.02% +100 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: 564 shares; 2024Q4: 550 shares; 2025Q1: 550 shares; 2025Q2: 550 shares; 2025Q3: 550 shares; 2025Q4: 550 shares 550 $270K 0.02% 0 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,366 shares; 2024Q4: 3,366 shares; 2025Q1: 3,366 shares; 2025Q2: 3,366 shares; 2025Q3: 3,366 shares; 2025Q4: 3,366 shares 3,366 $270K 0.02% 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: 1,934 shares; 2024Q4: 1,734 shares; 2025Q1: 1,534 shares; 2025Q2: 1,654 shares; 2025Q3: 1,654 shares; 2025Q4: 1,644 shares 1,644 $268K 0.02% -10 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,420 shares; 2025Q3: 2,120 shares; 2025Q4: 2,120 shares 2,120 $261K 0.02% 0 Timeline LQDA LIQUIDIA CORPORATION More: the full row for LIQUIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,500 shares 7,500 $259K 0.02% new Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,790 shares; 2024Q4: 7,790 shares; 2025Q1: 7,500 shares; 2025Q2: 7,500 shares; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares 4,000 $257K 0.02% 0 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: 1,765 shares; 2024Q4: 1,765 shares; 2025Q1: 1,765 shares; 2025Q2: 1,765 shares; 2025Q3: 1,765 shares; 2025Q4: 1,765 shares 1,765 $253K 0.02% 0 Timeline TTEK TETRA TECH INC NEW More: the full row for TETRA TECH INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,500 shares; 2024Q4: 7,500 shares; 2025Q1: 7,500 shares; 2025Q2: 7,500 shares; 2025Q3: 7,500 shares; 2025Q4: 7,500 shares 7,500 $252K 0.02% 0 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,399 shares; 2024Q4: 2,399 shares; 2025Q1: 2,399 shares; 2025Q2: 2,399 shares; 2025Q3: 2,399 shares; 2025Q4: 2,399 shares 2,399 $250K 0.02% 0 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,826 shares; 2024Q4: 1,826 shares; 2025Q1: 1,826 shares; 2025Q2: 1,826 shares; 2025Q3: 1,826 shares; 2025Q4: 1,826 shares 1,826 $250K 0.02% 0 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,297 shares; 2024Q4: 1,297 shares; 2025Q1: 1,297 shares; 2025Q2: 1,297 shares; 2025Q3: 1,297 shares; 2025Q4: 1,297 shares 1,297 $248K 0.02% 0 Timeline FRBA FIRST BK WILLIAMSTOWN NEW JE More: the full row for FIRST BK WILLIAMSTOWN NEW JE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,000 shares; 2024Q4: 15,000 shares; 2025Q1: 15,000 shares; 2025Q2: 15,000 shares; 2025Q3: 15,000 shares; 2025Q4: 15,000 shares 15,000 $247K 0.02% 0 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC 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: 2,399 shares; 2025Q4: 2,399 shares 2,399 $245K 0.02% 0 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,000 shares; 2025Q1: not reported; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares 2,000 $244K 0.02% 0 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 783 shares; 2024Q4: 783 shares; 2025Q1: not reported; 2025Q2: 783 shares; 2025Q3: 783 shares; 2025Q4: 783 shares 783 $237K 0.02% 0 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: 519 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 312 shares; 2025Q3: 312 shares; 2025Q4: 315 shares 315 $237K 0.02% +3 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,559 shares 2,559 $223K 0.02% new 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: 406 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 377 shares 377 $215K 0.01% new Timeline L LOEWS CORP More: the full row for LOEWS 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 $211K 0.01% 0 Timeline BBH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,100 shares 1,100 $208K 0.01% new Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares 2,000 $205K 0.01% 0 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT 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: not reported; 2025Q4: 1,000 shares 1,000 $203K 0.01% new Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,920 shares 1,920 $202K 0.01% new Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,500 shares; 2025Q4: 2,500 shares 2,500 $202K 0.01% 0 Timeline MUJ BLACKROCK MUNIHLDGS NJ QLTY More: the full row for BLACKROCK MUNIHLDGS NJ QLTY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,957 shares; 2024Q4: 16,957 shares; 2025Q1: 16,957 shares; 2025Q2: 16,957 shares; 2025Q3: 16,957 shares; 2025Q4: 16,957 shares 16,957 $202K 0.01% 0 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,425 shares; 2025Q4: 3,425 shares 3,425 $201K 0.01% 0 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,500 shares; 2025Q2: 13,500 shares; 2025Q3: 13,500 shares; 2025Q4: 11,000 shares 11,000 $191K 0.01% -2,500 Timeline PRMB PRIMO BRANDS CORPORATION More: the full row for PRIMO BRANDS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares 10,000 $164K 0.01% 0 Timeline EC ECOPETROL S A More: the full row for ECOPETROL S A 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: 14,200 shares; 2025Q4: 14,200 shares 14,200 $142K 0.01% 0 Timeline LWLG LIGHTWAVE LOGIC INC More: the full row for LIGHTWAVE LOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,000 shares; 2024Q4: 35,000 shares; 2025Q1: 35,000 shares; 2025Q2: 35,000 shares; 2025Q3: 35,000 shares; 2025Q4: 35,000 shares 35,000 $113K 0.01% 0 Timeline PSEC PROSPECT CAP CORP More: the full row for PROSPECT CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,450 shares; 2024Q4: 71,700 shares; 2025Q1: 65,700 shares; 2025Q2: 48,200 shares; 2025Q3: 45,700 shares; 2025Q4: 43,200 shares 43,200 $112K 0.01% -2,500 Timeline CVRX CVRX INC More: the full row for CVRX 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: 15,000 shares; 2025Q3: 15,000 shares; 2025Q4: 15,000 shares 15,000 $107K 0.01% 0 Timeline BIVI BIOVIE INC More: the full row for BIOVIE 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: 75,010 shares; 2025Q4: 75,010 shares 75,010 $87K 0.01% 0 Timeline XMCRX MFS CHARTER INCOME TR More: the full row for MFS CHARTER INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,000 shares; 2024Q4: 12,000 shares; 2025Q1: 12,000 shares; 2025Q2: 12,000 shares; 2025Q3: 12,000 shares; 2025Q4: 12,000 shares 12,000 $75K 0.01% 0 Timeline POET POET TECHNOLOGIES INC More: the full row for POET 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: 10,250 shares; 2025Q4: 10,250 shares 10,250 $65K <0.01% 0 Timeline RC READY CAPITAL CORP More: the full row for READY CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,000 shares; 2024Q4: 37,000 shares; 2025Q1: 37,000 shares; 2025Q2: not reported; 2025Q3: 25,000 shares; 2025Q4: 25,000 shares 25,000 $55K <0.01% 0 Timeline RIG TRANSOCEAN LTD More: the full row for TRANSOCEAN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,115 shares 13,115 $54K <0.01% new Timeline MIN ABERDEEN INTER INCOME FD More: the full row for ABERDEEN INTER INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,100 shares; 2024Q4: 16,100 shares; 2025Q1: 16,100 shares; 2025Q2: 16,100 shares; 2025Q3: 16,100 shares; 2025Q4: 16,100 shares 16,100 $42K <0.01% 0 Timeline CGEN COMPUGEN LTD More: the full row for COMPUGEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,000 shares; 2024Q4: 15,000 shares; 2025Q1: 15,000 shares; 2025Q2: 15,000 shares; 2025Q3: 15,000 shares; 2025Q4: 15,000 shares 15,000 $23K <0.01% 0 Timeline