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: 161,248 shares; 2024Q4: 144,287 shares; 2025Q1: 123,645 shares; 2025Q2: 119,501 shares; 2025Q3: 116,986 shares; 2025Q4: 115,808 shares 115,808 $40.1M 6.49% -1,178 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: 66,296 shares; 2024Q4: 66,086 shares; 2025Q1: 71,140 shares; 2025Q2: 69,451 shares; 2025Q3: 71,223 shares; 2025Q4: 70,751 shares 70,751 $34.2M 5.54% -472 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: 101,959 shares; 2024Q4: 103,932 shares; 2025Q1: 103,236 shares; 2025Q2: 100,329 shares; 2025Q3: 99,549 shares; 2025Q4: 96,765 shares 96,765 $29.4M 4.76% -2,784 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: 63,794 shares; 2024Q4: 64,411 shares; 2025Q1: 64,793 shares; 2025Q2: 64,611 shares; 2025Q3: 64,156 shares; 2025Q4: 64,540 shares 64,540 $20.8M 3.37% +384 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: 62,452 shares; 2024Q4: 63,490 shares; 2025Q1: 66,168 shares; 2025Q2: 63,796 shares; 2025Q3: 63,964 shares; 2025Q4: 63,587 shares 63,587 $19.9M 3.22% -377 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: 102,307 shares; 2024Q4: 104,024 shares; 2025Q1: 101,018 shares; 2025Q2: 101,072 shares; 2025Q3: 99,971 shares; 2025Q4: 112,149 shares 112,149 $17.3M 2.8% +12,178 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,361 shares; 2024Q4: 34,231 shares; 2025Q1: 35,621 shares; 2025Q2: 35,246 shares; 2025Q3: 35,360 shares; 2025Q4: 35,644 shares 35,644 $15M 2.44% +284 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: 58,160 shares; 2024Q4: 58,784 shares; 2025Q1: 53,064 shares; 2025Q2: 52,034 shares; 2025Q3: 52,523 shares; 2025Q4: 53,851 shares 53,851 $14.6M 2.37% +1,328 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: 121,293 shares; 2024Q4: 118,092 shares; 2025Q1: 120,115 shares; 2025Q2: 117,693 shares; 2025Q3: 116,008 shares; 2025Q4: 116,266 shares 116,266 $14.5M 2.35% +258 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: 182,181 shares; 2024Q4: 202,273 shares; 2025Q1: 173,885 shares; 2025Q2: 173,105 shares; 2025Q3: 168,271 shares; 2025Q4: 194,397 shares 194,397 $13.5M 2.19% +26,126 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: 26,699 shares; 2024Q4: 29,491 shares; 2025Q1: 29,189 shares; 2025Q2: 34,759 shares; 2025Q3: 34,796 shares; 2025Q4: 34,684 shares 34,684 $12.2M 1.97% -112 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: 23,772 shares; 2024Q4: 23,866 shares; 2025Q1: 23,746 shares; 2025Q2: 21,959 shares; 2025Q3: 24,296 shares; 2025Q4: 23,941 shares 23,941 $12M 1.95% -355 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: 33,704 shares; 2024Q4: 34,564 shares; 2025Q1: 35,274 shares; 2025Q2: 37,695 shares; 2025Q3: 38,587 shares; 2025Q4: 35,696 shares 35,696 $11.2M 1.81% -2,891 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 630 shares; 2024Q4: 104,586 shares; 2025Q1: 111,470 shares; 2025Q2: 109,574 shares; 2025Q3: 109,930 shares; 2025Q4: 111,213 shares 111,213 $10.3M 1.66% +1,283 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,086 shares; 2024Q4: 25,490 shares; 2025Q1: 27,310 shares; 2025Q2: 26,019 shares; 2025Q3: 25,861 shares; 2025Q4: 25,169 shares 25,169 $9.97M 1.62% -692 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: 71,884 shares; 2024Q4: 62,343 shares; 2025Q1: 50,064 shares; 2025Q2: 45,056 shares; 2025Q3: 42,794 shares; 2025Q4: 42,624 shares 42,624 $8.82M 1.43% -170 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: 149 shares; 2024Q4: 4,006 shares; 2025Q1: 3,980 shares; 2025Q2: 4,117 shares; 2025Q3: 6,803 shares; 2025Q4: 13,305 shares 13,305 $8.81M 1.43% +6,502 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: 21,640 shares; 2024Q4: 30,497 shares; 2025Q1: 31,246 shares; 2025Q2: 32,290 shares; 2025Q3: 33,270 shares; 2025Q4: 36,438 shares 36,438 $8.41M 1.36% +3,168 Timeline CCEP COCA-COLA EUROPACIFIC PARTNE More: the full row for COCA-COLA EUROPACIFIC PARTNE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 93,437 shares; 2025Q2: 91,635 shares; 2025Q3: 90,749 shares; 2025Q4: 90,849 shares 90,849 $8.24M 1.33% +100 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,991 shares; 2024Q4: 95,467 shares; 2025Q1: 96,871 shares; 2025Q2: 94,136 shares; 2025Q3: 131,881 shares; 2025Q4: 131,997 shares 131,997 $7.26M 1.18% +116 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,936 shares; 2024Q4: 81,403 shares; 2025Q1: 81,252 shares; 2025Q2: 80,616 shares; 2025Q3: 54,082 shares; 2025Q4: 53,397 shares 53,397 $6.82M 1.1% -685 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: 20,707 shares; 2024Q4: 20,576 shares; 2025Q1: 21,291 shares; 2025Q2: 21,498 shares; 2025Q3: 21,166 shares; 2025Q4: 21,289 shares 21,289 $6.78M 1.1% +123 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: 537 shares; 2024Q4: 552 shares; 2025Q1: 4,940 shares; 2025Q2: 5,270 shares; 2025Q3: 5,853 shares; 2025Q4: 9,456 shares 9,456 $6.24M 1.01% +3,603 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: 29,659 shares; 2024Q4: 29,932 shares; 2025Q1: 28,778 shares; 2025Q2: 28,991 shares; 2025Q3: 27,887 shares; 2025Q4: 27,294 shares 27,294 $6.24M 1.01% -593 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,505 shares; 2024Q4: 25,581 shares; 2025Q1: 25,556 shares; 2025Q2: 25,368 shares; 2025Q3: 24,808 shares; 2025Q4: 19,598 shares 19,598 $6.12M 0.99% -5,210 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,179 shares; 2024Q4: 14,288 shares; 2025Q1: 14,286 shares; 2025Q2: 14,370 shares; 2025Q3: 14,312 shares; 2025Q4: 14,156 shares 14,156 $6.04M 0.98% -156 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: 15,206 shares; 2024Q4: 15,132 shares; 2025Q1: 15,211 shares; 2025Q2: 15,025 shares; 2025Q3: 13,359 shares; 2025Q4: 13,159 shares 13,159 $5.97M 0.97% -200 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 31,121 shares; 2025Q1: 33,823 shares; 2025Q2: 33,430 shares; 2025Q3: 33,919 shares; 2025Q4: 34,421 shares 34,421 $5.89M 0.95% +502 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: 101 shares; 2024Q4: 114 shares; 2025Q1: 13 shares; 2025Q2: 29,602 shares; 2025Q3: 30,227 shares; 2025Q4: 30,295 shares 30,295 $5.56M 0.9% +68 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,625 shares; 2024Q4: 18,622 shares; 2025Q1: 17,762 shares; 2025Q2: 17,220 shares; 2025Q3: 16,918 shares; 2025Q4: 16,822 shares 16,822 $5.38M 0.87% -96 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,194 shares; 2024Q4: 215,967 shares; 2025Q1: 214,963 shares; 2025Q2: 210,578 shares; 2025Q3: 207,908 shares; 2025Q4: 206,703 shares 206,703 $5.29M 0.86% -1,205 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,385 shares; 2024Q4: 14,530 shares; 2025Q1: 14,523 shares; 2025Q2: 14,659 shares; 2025Q3: 19,146 shares; 2025Q4: 14,150 shares 14,150 $4.77M 0.77% -4,996 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 92,591 shares; 2025Q3: 52,397 shares; 2025Q4: 51,462 shares 51,462 $4.71M 0.76% -935 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,148 shares; 2024Q4: 16,154 shares; 2025Q1: 15,796 shares; 2025Q2: 15,424 shares; 2025Q3: 15,156 shares; 2025Q4: 15,117 shares 15,117 $4.31M 0.7% -39 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 775 shares; 2024Q4: 798 shares; 2025Q1: 808 shares; 2025Q2: 792 shares; 2025Q3: 782 shares; 2025Q4: 782 shares 782 $4.19M 0.68% 0 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,075 shares; 2024Q4: 61,389 shares; 2025Q1: 61,372 shares; 2025Q2: 58,659 shares; 2025Q3: 57,959 shares; 2025Q4: 59,201 shares 59,201 $4.14M 0.67% +1,242 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,896 shares; 2024Q4: 68,811 shares; 2025Q1: 67,315 shares; 2025Q2: 69,141 shares; 2025Q3: 67,886 shares; 2025Q4: 68,172 shares 68,172 $3.96M 0.64% +286 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: 50,845 shares; 2024Q4: 50,379 shares; 2025Q1: 50,874 shares; 2025Q2: 48,166 shares; 2025Q3: 48,300 shares; 2025Q4: 49,008 shares 49,008 $3.93M 0.64% +708 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,472 shares; 2024Q4: 17,710 shares; 2025Q1: 18,130 shares; 2025Q2: 17,707 shares; 2025Q3: 17,504 shares; 2025Q4: 17,582 shares 17,582 $3.92M 0.64% +78 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,732 shares; 2024Q4: 74,853 shares; 2025Q1: 72,913 shares; 2025Q2: 74,145 shares; 2025Q3: 75,477 shares; 2025Q4: 76,938 shares 76,938 $3.89M 0.63% +1,461 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: 10,791 shares; 2024Q4: 11,002 shares; 2025Q1: 10,987 shares; 2025Q2: 11,275 shares; 2025Q3: 11,077 shares; 2025Q4: 11,183 shares 11,183 $3.85M 0.62% +106 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,010 shares; 2024Q4: 19,142 shares; 2025Q1: 18,958 shares; 2025Q2: 18,977 shares; 2025Q3: 18,556 shares; 2025Q4: 18,640 shares 18,640 $3.84M 0.62% +84 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: 55,357 shares; 2024Q4: 53,120 shares; 2025Q1: 55,632 shares; 2025Q2: 56,858 shares; 2025Q3: 56,135 shares; 2025Q4: 56,815 shares 56,815 $3.82M 0.62% +680 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,167 shares; 2024Q4: 7,796 shares; 2025Q1: 7,538 shares; 2025Q2: 7,350 shares; 2025Q3: 7,251 shares; 2025Q4: 6,489 shares 6,489 $3.76M 0.61% -762 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,459 shares; 2024Q4: 77,840 shares; 2025Q1: 76,592 shares; 2025Q2: 67,378 shares; 2025Q3: 66,254 shares; 2025Q4: 64,536 shares 64,536 $3.69M 0.6% -1,718 Timeline QLTY GMO ETF TRUST More: the full row for GMO ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,124 shares; 2024Q4: 107,889 shares; 2025Q1: 103,835 shares; 2025Q2: 101,772 shares; 2025Q3: 97,492 shares; 2025Q4: 93,288 shares 93,288 $3.59M 0.58% -4,204 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 84 shares; 2025Q3: 22,178 shares; 2025Q4: 17,641 shares 17,641 $3.58M 0.58% -4,537 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: 24,420 shares; 2024Q4: 24,551 shares; 2025Q1: 24,941 shares; 2025Q2: 24,653 shares; 2025Q3: 22,544 shares; 2025Q4: 21,712 shares 21,712 $3.53M 0.57% -832 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: 18,168 shares; 2024Q4: 20,525 shares; 2025Q1: 20,230 shares; 2025Q2: 20,618 shares; 2025Q3: 17,735 shares; 2025Q4: 12,678 shares 12,678 $3.4M 0.55% -5,057 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: 10,616 shares; 2024Q4: 10,616 shares; 2025Q1: 10,412 shares; 2025Q2: 10,012 shares; 2025Q3: 10,079 shares; 2025Q4: 10,128 shares 10,128 $3.4M 0.55% +49 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: 34,774 shares; 2024Q4: 37,717 shares; 2025Q1: 37,766 shares; 2025Q2: 37,097 shares; 2025Q3: 37,324 shares; 2025Q4: 37,520 shares 37,520 $3.36M 0.54% +196 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,966 shares; 2024Q4: 59,753 shares; 2025Q1: 59,869 shares; 2025Q2: 61,558 shares; 2025Q3: 63,011 shares; 2025Q4: 64,906 shares 64,906 $3.3M 0.53% +1,895 Timeline XEL XCEL ENERGY INC More: the full row for XCEL 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: 60 shares; 2025Q3: 60 shares; 2025Q4: 42,411 shares 42,411 $3.13M 0.51% +42,351 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: 650 shares; 2024Q4: 584 shares; 2025Q1: 462 shares; 2025Q2: 585 shares; 2025Q3: 587 shares; 2025Q4: 2,853 shares 2,853 $3.07M 0.5% +2,266 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,648 shares; 2024Q4: 47,599 shares; 2025Q1: 50,487 shares; 2025Q2: 50,805 shares; 2025Q3: 55,659 shares; 2025Q4: 56,449 shares 56,449 $2.99M 0.48% +790 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: not reported; 2025Q1: 135 shares; 2025Q2: 200 shares; 2025Q3: 17,769 shares; 2025Q4: 17,609 shares 17,609 $2.85M 0.46% -160 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,474 shares; 2024Q4: 45,221 shares; 2025Q1: 51,556 shares; 2025Q2: 61,135 shares; 2025Q3: 62,723 shares; 2025Q4: 62,800 shares 62,800 $2.84M 0.46% +77 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,456 shares; 2024Q4: 101,386 shares; 2025Q1: 101,316 shares; 2025Q2: 99,103 shares; 2025Q3: 97,109 shares; 2025Q4: 102,924 shares 102,924 $2.82M 0.46% +5,815 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: 170 shares; 2024Q4: 170 shares; 2025Q1: 160 shares; 2025Q2: 1,052 shares; 2025Q3: 7,573 shares; 2025Q4: 7,861 shares 7,861 $2.78M 0.45% +288 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: 11,129 shares; 2024Q4: 11,724 shares; 2025Q1: 11,741 shares; 2025Q2: 12,494 shares; 2025Q3: 12,619 shares; 2025Q4: 12,852 shares 12,852 $2.72M 0.44% +233 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: 19,635 shares; 2024Q4: 21,357 shares; 2025Q1: 22,327 shares; 2025Q2: 14,360 shares; 2025Q3: 14,854 shares; 2025Q4: 14,568 shares 14,568 $2.72M 0.44% -286 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,214 shares; 2024Q4: 26,792 shares; 2025Q1: 25,927 shares; 2025Q2: 26,309 shares; 2025Q3: 26,573 shares; 2025Q4: 25,503 shares 25,503 $2.68M 0.43% -1,070 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,841 shares; 2024Q4: 33,964 shares; 2025Q1: 37,038 shares; 2025Q2: 39,149 shares; 2025Q3: 38,466 shares; 2025Q4: 38,864 shares 38,864 $2.46M 0.4% +398 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 199 shares; 2024Q4: 200 shares; 2025Q1: 201 shares; 2025Q2: 499 shares; 2025Q3: 25,668 shares; 2025Q4: 26,246 shares 26,246 $2.45M 0.4% +578 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,558 shares; 2024Q4: 27,808 shares; 2025Q1: 27,736 shares; 2025Q2: 21,001 shares; 2025Q3: 21,166 shares; 2025Q4: 16,238 shares 16,238 $2.33M 0.38% -4,928 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: 2,527 shares; 2024Q4: 2,455 shares; 2025Q1: 2,405 shares; 2025Q2: 3,003 shares; 2025Q3: 3,028 shares; 2025Q4: 3,550 shares 3,550 $2.23M 0.36% +522 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: 23,396 shares; 2024Q4: 23,532 shares; 2025Q1: 21,732 shares; 2025Q2: 20,005 shares; 2025Q3: 20,014 shares; 2025Q4: 16,109 shares 16,109 $2.18M 0.35% -3,905 Timeline SCHO 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: 32,927 shares; 2024Q4: 72,932 shares; 2025Q1: 76,689 shares; 2025Q2: 76,547 shares; 2025Q3: 79,461 shares; 2025Q4: 83,626 shares 83,626 $2.04M 0.33% +4,165 Timeline PFFV GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,747 shares; 2024Q4: 88,326 shares; 2025Q1: 93,723 shares; 2025Q2: 94,638 shares; 2025Q3: 95,884 shares; 2025Q4: 90,153 shares 90,153 $2M 0.32% -5,731 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: 18,750 shares; 2024Q4: 9,940 shares; 2025Q1: 9,840 shares; 2025Q2: 10,916 shares; 2025Q3: 11,172 shares; 2025Q4: 11,251 shares 11,251 $2M 0.32% +79 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,458 shares; 2025Q3: 13,870 shares; 2025Q4: 13,679 shares 13,679 $1.97M 0.32% -191 Timeline QUS 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: 10,880 shares; 2024Q4: 10,957 shares; 2025Q1: 11,860 shares; 2025Q2: 11,360 shares; 2025Q3: 11,030 shares; 2025Q4: 11,073 shares 11,073 $1.93M 0.31% +43 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: 44,416 shares; 2024Q4: 46,265 shares; 2025Q1: 47,683 shares; 2025Q2: 17,469 shares; 2025Q3: 9,459 shares; 2025Q4: 9,576 shares 9,576 $1.87M 0.3% +117 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: 103 shares; 2024Q4: 192 shares; 2025Q1: 250 shares; 2025Q2: 173 shares; 2025Q3: 4,967 shares; 2025Q4: 5,277 shares 5,277 $1.85M 0.3% +310 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: 2,061 shares; 2024Q4: 1,924 shares; 2025Q1: 2,056 shares; 2025Q2: 2,044 shares; 2025Q3: 2,004 shares; 2025Q4: 2,063 shares 2,063 $1.81M 0.29% +59 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: 182 shares; 2024Q4: 533 shares; 2025Q1: 138 shares; 2025Q2: 128 shares; 2025Q3: 268 shares; 2025Q4: 2,828 shares 2,828 $1.74M 0.28% +2,560 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: 8,135 shares; 2024Q4: 9,300 shares; 2025Q1: 9,154 shares; 2025Q2: 9,253 shares; 2025Q3: 9,260 shares; 2025Q4: 9,079 shares 9,079 $1.73M 0.28% -181 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,821 shares; 2024Q4: 30,997 shares; 2025Q1: 28,943 shares; 2025Q2: 30,686 shares; 2025Q3: 30,934 shares; 2025Q4: 31,460 shares 31,460 $1.69M 0.27% +526 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,769 shares; 2024Q4: 38,845 shares; 2025Q1: 23,163 shares; 2025Q2: 34,371 shares; 2025Q3: 34,666 shares; 2025Q4: 35,318 shares 35,318 $1.69M 0.27% +652 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,885 shares; 2024Q4: 43,085 shares; 2025Q1: 44,700 shares; 2025Q2: 45,205 shares; 2025Q3: 50,150 shares; 2025Q4: 61,672 shares 61,672 $1.57M 0.25% +11,522 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: 10,952 shares; 2024Q4: 15,727 shares; 2025Q1: 13,856 shares; 2025Q2: 13,775 shares; 2025Q3: 13,474 shares; 2025Q4: 12,894 shares 12,894 $1.57M 0.25% -580 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: 8,437 shares; 2024Q4: 9,734 shares; 2025Q1: 9,408 shares; 2025Q2: 12,208 shares; 2025Q3: 12,303 shares; 2025Q4: 12,336 shares 12,336 $1.48M 0.24% +33 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: 814 shares; 2024Q4: 872 shares; 2025Q1: 2,898 shares; 2025Q2: 1,839 shares; 2025Q3: 1,847 shares; 2025Q4: 2,077 shares 2,077 $1.42M 0.23% +230 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,898 shares; 2024Q4: 36,799 shares; 2025Q1: 46,462 shares; 2025Q2: 45,653 shares; 2025Q3: 49,183 shares; 2025Q4: 57,807 shares 57,807 $1.4M 0.23% +8,624 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: 15,873 shares; 2024Q4: 19,268 shares; 2025Q1: 18,319 shares; 2025Q2: 23,163 shares; 2025Q3: 20,422 shares; 2025Q4: 20,843 shares 20,843 $1.38M 0.22% +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: 1,373 shares; 2024Q4: 1,942 shares; 2025Q1: 1,896 shares; 2025Q2: 1,897 shares; 2025Q3: 1,930 shares; 2025Q4: 1,936 shares 1,936 $1.33M 0.21% +6 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,721 shares; 2024Q4: 23,238 shares; 2025Q1: 56,028 shares; 2025Q2: 47,430 shares; 2025Q3: 25,120 shares; 2025Q4: 25,708 shares 25,708 $1.31M 0.21% +588 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: 13,827 shares; 2024Q4: 13,724 shares; 2025Q1: 13,069 shares; 2025Q2: 13,350 shares; 2025Q3: 13,400 shares; 2025Q4: 16,650 shares 16,650 $1.28M 0.21% +3,250 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: 14,723 shares; 2024Q4: 14,723 shares; 2025Q1: 12,709 shares; 2025Q2: 13,435 shares; 2025Q3: 12,985 shares; 2025Q4: 10,166 shares 10,166 $1.27M 0.21% -2,819 Timeline GSEW GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,120 shares; 2024Q4: 13,153 shares; 2025Q1: 13,668 shares; 2025Q2: 14,574 shares; 2025Q3: 14,874 shares; 2025Q4: 14,756 shares 14,756 $1.26M 0.2% -118 Timeline FPEI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,180 shares; 2024Q4: 78,137 shares; 2025Q1: 69,339 shares; 2025Q2: 69,558 shares; 2025Q3: 65,191 shares; 2025Q4: 62,994 shares 62,994 $1.22M 0.2% -2,197 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,904 shares; 2024Q4: 11,490 shares; 2025Q1: 13,695 shares; 2025Q2: 13,505 shares; 2025Q3: 10,333 shares; 2025Q4: 10,091 shares 10,091 $1.21M 0.2% -242 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: 14,046 shares; 2024Q4: 13,047 shares; 2025Q1: 13,022 shares; 2025Q2: 12,439 shares; 2025Q3: 12,356 shares; 2025Q4: 11,741 shares 11,741 $1.17M 0.19% -615 Timeline DIVB 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: 18,997 shares; 2024Q4: 18,364 shares; 2025Q1: 21,209 shares; 2025Q2: 21,209 shares; 2025Q3: 21,212 shares; 2025Q4: 20,862 shares 20,862 $1.11M 0.18% -350 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: not reported; 2025Q3: not reported; 2025Q4: 11,400 shares 11,400 $1.07M 0.17% new 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: 24,056 shares; 2024Q4: 15,301 shares; 2025Q1: 13,604 shares; 2025Q2: 12,160 shares; 2025Q3: 11,255 shares; 2025Q4: 7,360 shares 7,360 $1.06M 0.17% -3,895 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,456 shares; 2024Q4: 31,436 shares; 2025Q1: 31,614 shares; 2025Q2: 33,625 shares; 2025Q3: 34,455 shares; 2025Q4: 34,336 shares 34,336 $1.03M 0.17% -119 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,915 shares; 2024Q4: 3,865 shares; 2025Q1: 3,815 shares; 2025Q2: 3,815 shares; 2025Q3: 3,815 shares; 2025Q4: 3,815 shares 3,815 $1.03M 0.17% 0 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: 2,206 shares; 2024Q4: 2,676 shares; 2025Q1: 2,910 shares; 2025Q2: 3,526 shares; 2025Q3: 3,273 shares; 2025Q4: 6,758 shares 6,758 $973K 0.16% +3,485 Timeline IQDG 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: 20,690 shares; 2024Q4: 20,742 shares; 2025Q1: 21,713 shares; 2025Q2: 22,710 shares; 2025Q3: 23,090 shares; 2025Q4: 22,779 shares 22,779 $945K 0.15% -311 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 0 shares; 2025Q1: not reported; 2025Q2: 38,746 shares; 2025Q3: 38,746 shares; 2025Q4: 38,746 shares 38,746 $931K 0.15% 0 Timeline DGRS 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: 21,002 shares; 2024Q4: 22,455 shares; 2025Q1: 20,142 shares; 2025Q2: 20,914 shares; 2025Q3: 19,565 shares; 2025Q4: 18,257 shares 18,257 $906K 0.15% -1,308 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: 10,517 shares; 2024Q4: 10,153 shares; 2025Q1: 6,562 shares; 2025Q2: 6,562 shares; 2025Q3: 6,562 shares; 2025Q4: 6,544 shares 6,544 $896K 0.15% -18 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,002 shares; 2024Q4: 17,421 shares; 2025Q1: 18,085 shares; 2025Q2: 18,265 shares; 2025Q3: 14,933 shares; 2025Q4: 16,694 shares 16,694 $875K 0.14% +1,761 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: 10,765 shares; 2024Q4: 9,722 shares; 2025Q1: 8,503 shares; 2025Q2: 8,418 shares; 2025Q3: 8,210 shares; 2025Q4: 8,236 shares 8,236 $843K 0.14% +26 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: 13,710 shares; 2024Q4: 10,717 shares; 2025Q1: 13,967 shares; 2025Q2: 10,369 shares; 2025Q3: 10,309 shares; 2025Q4: 10,263 shares 10,263 $824K 0.13% -46 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: 8,236 shares; 2024Q4: 7,985 shares; 2025Q1: 7,963 shares; 2025Q2: 7,963 shares; 2025Q3: 7,963 shares; 2025Q4: 8,316 shares 8,316 $801K 0.13% +353 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: 4,942 shares; 2024Q4: 5,142 shares; 2025Q1: 6,426 shares; 2025Q2: 5,231 shares; 2025Q3: 4,897 shares; 2025Q4: 4,897 shares 4,897 $785K 0.13% 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: 1,416 shares; 2024Q4: 1,394 shares; 2025Q1: 1,217 shares; 2025Q2: 1,217 shares; 2025Q3: 1,217 shares; 2025Q4: 1,656 shares 1,656 $784K 0.13% +439 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,267 shares; 2024Q4: 15,270 shares; 2025Q1: 14,874 shares; 2025Q2: 14,878 shares; 2025Q3: 15,031 shares; 2025Q4: 15,115 shares 15,115 $765K 0.12% +84 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,578 shares; 2024Q4: 4,093 shares; 2025Q1: 4,101 shares; 2025Q2: 6,116 shares; 2025Q3: 6,125 shares; 2025Q4: 6,133 shares 6,133 $742K 0.12% +8 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: 5,799 shares; 2024Q4: 4,072 shares; 2025Q1: 4,072 shares; 2025Q2: 6,550 shares; 2025Q3: 6,718 shares; 2025Q4: 11,830 shares 11,830 $739K 0.12% +5,112 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: 1,030 shares; 2024Q4: 993 shares; 2025Q1: 869 shares; 2025Q2: 1,028 shares; 2025Q3: 900 shares; 2025Q4: 835 shares 835 $720K 0.12% -65 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: 1,630 shares; 2024Q4: 1,630 shares; 2025Q1: 1,631 shares; 2025Q2: 2,082 shares; 2025Q3: 2,083 shares; 2025Q4: 4,887 shares 4,887 $680K 0.11% +2,804 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: 6,496 shares; 2024Q4: 3,184 shares; 2025Q1: 2,951 shares; 2025Q2: 3,161 shares; 2025Q3: 2,833 shares; 2025Q4: 2,812 shares 2,812 $678K 0.11% -21 Timeline IBDX 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: 15,202 shares; 2024Q4: 26,713 shares; 2025Q1: 28,257 shares; 2025Q2: 28,179 shares; 2025Q3: 28,195 shares; 2025Q4: 26,342 shares 26,342 $673K 0.11% -1,853 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: 627 shares; 2024Q4: 780 shares; 2025Q1: 783 shares; 2025Q2: 1,244 shares; 2025Q3: 1,398 shares; 2025Q4: 2,260 shares 2,260 $670K 0.11% +862 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: 9,687 shares; 2024Q4: 9,093 shares; 2025Q1: 6,397 shares; 2025Q2: 6,905 shares; 2025Q3: 6,907 shares; 2025Q4: 7,581 shares 7,581 $664K 0.11% +674 Timeline IBDR 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: 10,412 shares; 2024Q4: 17,141 shares; 2025Q1: 17,862 shares; 2025Q2: 18,345 shares; 2025Q3: 20,128 shares; 2025Q4: 27,034 shares 27,034 $655K 0.11% +6,906 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,405 shares; 2024Q4: 1,406 shares; 2025Q1: 1,406 shares; 2025Q2: 1,501 shares; 2025Q3: 3,239 shares; 2025Q4: 2,880 shares 2,880 $633K 0.1% -359 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: 2,962 shares; 2024Q4: 2,808 shares; 2025Q1: 2,298 shares; 2025Q2: 442 shares; 2025Q3: 549 shares; 2025Q4: 2,433 shares 2,433 $625K 0.1% +1,884 Timeline IBDU 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: 450 shares; 2024Q4: 2,760 shares; 2025Q1: 7,335 shares; 2025Q2: 11,131 shares; 2025Q3: 16,074 shares; 2025Q4: 26,534 shares 26,534 $621K 0.1% +10,460 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: 10,735 shares; 2024Q4: 11,247 shares; 2025Q1: 11,898 shares; 2025Q2: 11,489 shares; 2025Q3: 11,502 shares; 2025Q4: 11,515 shares 11,515 $615K 0.1% +13 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,950 shares; 2024Q4: 19,803 shares; 2025Q1: 18,740 shares; 2025Q2: 18,742 shares; 2025Q3: 18,693 shares; 2025Q4: 18,695 shares 18,695 $610K 0.1% +2 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,305 shares; 2024Q4: 4,305 shares; 2025Q1: 4,305 shares; 2025Q2: 4,305 shares; 2025Q3: 4,305 shares; 2025Q4: 4,395 shares 4,395 $567K 0.09% +90 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 561 shares; 2024Q4: 17,673 shares; 2025Q1: 292 shares; 2025Q2: 845 shares; 2025Q3: 847 shares; 2025Q4: 4,015 shares 4,015 $566K 0.09% +3,168 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,230 shares; 2024Q4: 5,710 shares; 2025Q1: 5,710 shares; 2025Q2: 5,330 shares; 2025Q3: 5,120 shares; 2025Q4: 4,990 shares 4,990 $532K 0.09% -130 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: 4,468 shares; 2024Q4: 4,183 shares; 2025Q1: 4,033 shares; 2025Q2: 3,131 shares; 2025Q3: 2,481 shares; 2025Q4: 1,810 shares 1,810 $531K 0.09% -671 Timeline IBMO 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: 6,125 shares; 2024Q4: 6,900 shares; 2025Q1: 15,700 shares; 2025Q2: 15,700 shares; 2025Q3: 15,700 shares; 2025Q4: 20,600 shares 20,600 $528K 0.09% +4,900 Timeline EMXC 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: 9,643 shares; 2024Q4: 9,914 shares; 2025Q1: 3,825 shares; 2025Q2: 6,977 shares; 2025Q3: 7,061 shares; 2025Q4: 7,038 shares 7,038 $512K 0.08% -23 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,970 shares; 2024Q4: 141 shares; 2025Q1: 131 shares; 2025Q2: 307 shares; 2025Q3: 2,129 shares; 2025Q4: 1,096 shares 1,096 $510K 0.08% -1,033 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,525 shares; 2024Q4: 6,538 shares; 2025Q1: 6,463 shares; 2025Q2: 5,428 shares; 2025Q3: 5,295 shares; 2025Q4: 4,830 shares 4,830 $500K 0.08% -465 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,496 shares; 2024Q4: 1,444 shares; 2025Q1: 1,377 shares; 2025Q2: 1,979 shares; 2025Q3: 1,980 shares; 2025Q4: 1,982 shares 1,982 $488K 0.08% +2 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,139 shares; 2025Q3: 8,139 shares; 2025Q4: 8,139 shares 8,139 $488K 0.08% 0 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,162 shares; 2024Q4: 3,165 shares; 2025Q1: 3,166 shares; 2025Q2: 3,172 shares; 2025Q3: 3,174 shares; 2025Q4: 3,176 shares 3,176 $486K 0.08% +2 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,869 shares; 2024Q4: 3,873 shares; 2025Q1: 3,877 shares; 2025Q2: 3,931 shares; 2025Q3: 3,774 shares; 2025Q4: 3,678 shares 3,678 $475K 0.08% -96 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: 1,603 shares; 2024Q4: 1,603 shares; 2025Q1: 1,603 shares; 2025Q2: 1,640 shares; 2025Q3: 1,640 shares; 2025Q4: 1,643 shares 1,643 $474K 0.08% +3 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: 24,582 shares; 2024Q4: 13,487 shares; 2025Q1: 9,394 shares; 2025Q2: 3,396 shares; 2025Q3: 3,006 shares; 2025Q4: 4,446 shares 4,446 $468K 0.08% +1,440 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,243 shares; 2024Q4: 1,163 shares; 2025Q1: 1,128 shares; 2025Q2: 1,135 shares; 2025Q3: 1,135 shares; 2025Q4: 1,035 shares 1,035 $460K 0.07% -100 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: 5,661 shares; 2024Q4: 5,661 shares; 2025Q1: 7,250 shares; 2025Q2: 5,911 shares; 2025Q3: 7,511 shares; 2025Q4: 7,873 shares 7,873 $454K 0.07% +362 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: 2,550 shares; 2024Q4: 2,269 shares; 2025Q1: 9,725 shares; 2025Q2: 1,121 shares; 2025Q3: 1,221 shares; 2025Q4: 1,208 shares 1,208 $447K 0.07% -13 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,417 shares; 2024Q4: 16,250 shares; 2025Q1: 15,105 shares; 2025Q2: 15,106 shares; 2025Q3: 15,106 shares; 2025Q4: 15,040 shares 15,040 $445K 0.07% -66 Timeline UITB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,097 shares; 2024Q4: 9,836 shares; 2025Q1: 9,926 shares; 2025Q2: 9,118 shares; 2025Q3: 9,118 shares; 2025Q4: 9,054 shares 9,054 $429K 0.07% -64 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: 12,900 shares; 2024Q4: 12,900 shares; 2025Q1: 12,900 shares; 2025Q2: 12,900 shares; 2025Q3: 12,900 shares; 2025Q4: 12,900 shares 12,900 $426K 0.07% 0 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 1,785 shares; 2025Q3: 1,785 shares; 2025Q4: 6,519 shares 6,519 $420K 0.07% +4,734 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 272 shares; 2024Q4: 260 shares; 2025Q1: 260 shares; 2025Q2: 397 shares; 2025Q3: 298 shares; 2025Q4: 338 shares 338 $411K 0.07% +40 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64 shares; 2024Q4: 2,364 shares; 2025Q1: 2,364 shares; 2025Q2: 2,300 shares; 2025Q3: 2,300 shares; 2025Q4: 2,300 shares 2,300 $411K 0.07% 0 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: 31 shares; 2024Q4: 47 shares; 2025Q1: 290 shares; 2025Q2: 328 shares; 2025Q3: 429 shares; 2025Q4: 4,291 shares 4,291 $402K 0.07% +3,862 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: 10,733 shares; 2024Q4: 7,754 shares; 2025Q1: 7,815 shares; 2025Q2: 9,502 shares; 2025Q3: 9,478 shares; 2025Q4: 9,518 shares 9,518 $388K 0.06% +40 Timeline GPIX GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,450 shares; 2024Q4: 5,450 shares; 2025Q1: 5,515 shares; 2025Q2: 6,815 shares; 2025Q3: 6,840 shares; 2025Q4: 7,185 shares 7,185 $379K 0.06% +345 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: 555 shares; 2024Q4: 555 shares; 2025Q1: 420 shares; 2025Q2: 559 shares; 2025Q3: 559 shares; 2025Q4: 637 shares 637 $365K 0.06% +78 Timeline FIW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,312 shares; 2024Q4: 3,320 shares; 2025Q1: 3,324 shares; 2025Q2: 3,331 shares; 2025Q3: 3,440 shares; 2025Q4: 3,344 shares 3,344 $363K 0.06% -96 Timeline GOOD GLADSTONE COMMERCIAL CORP More: the full row for GLADSTONE COMMERCIAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,149 shares; 2024Q4: 15,424 shares; 2025Q1: 15,718 shares; 2025Q2: 16,052 shares; 2025Q3: 16,427 shares; 2025Q4: 33,511 shares 33,511 $358K 0.06% +17,084 Timeline IGRO 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: 4,781 shares; 2024Q4: 4,781 shares; 2025Q1: 4,531 shares; 2025Q2: 5,346 shares; 2025Q3: 5,101 shares; 2025Q4: 4,286 shares 4,286 $355K 0.06% -815 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: 3,118 shares; 2024Q4: 3,146 shares; 2025Q1: 3,171 shares; 2025Q2: 3,457 shares; 2025Q3: 3,486 shares; 2025Q4: 3,514 shares 3,514 $349K 0.06% +28 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 630 shares; 2024Q4: 630 shares; 2025Q1: 630 shares; 2025Q2: 630 shares; 2025Q3: 630 shares; 2025Q4: 630 shares 630 $347K 0.06% 0 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: 7,510 shares; 2024Q4: 8,010 shares; 2025Q1: 8,885 shares; 2025Q2: 10,679 shares; 2025Q3: 10,308 shares; 2025Q4: 10,311 shares 10,311 $331K 0.05% +3 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: 3,225 shares; 2024Q4: 3,225 shares; 2025Q1: 3,225 shares; 2025Q2: 2,225 shares; 2025Q3: 2,226 shares; 2025Q4: 2,260 shares 2,260 $324K 0.05% +34 Timeline IBDV 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: 258 shares; 2024Q4: 262 shares; 2025Q1: 805 shares; 2025Q2: 4,840 shares; 2025Q3: 5,452 shares; 2025Q4: 14,600 shares 14,600 $322K 0.05% +9,148 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 295 shares; 2025Q4: 4,252 shares 4,252 $315K 0.05% +3,957 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,662 shares; 2025Q3: 2,242 shares; 2025Q4: 2,242 shares 2,242 $312K 0.05% 0 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 498 shares; 2024Q4: 513 shares; 2025Q1: 604 shares; 2025Q2: 829 shares; 2025Q3: 703 shares; 2025Q4: 693 shares 693 $312K 0.05% -10 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,525 shares; 2024Q4: 2,525 shares; 2025Q1: 2,525 shares; 2025Q2: 2,525 shares; 2025Q3: 2,525 shares; 2025Q4: 2,525 shares 2,525 $302K 0.05% 0 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,800 shares; 2024Q4: 3,800 shares; 2025Q1: 3,800 shares; 2025Q2: 4,800 shares; 2025Q3: 4,100 shares; 2025Q4: 4,221 shares 4,221 $302K 0.05% +121 Timeline IBTG 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: 3,500 shares; 2025Q2: 3,500 shares; 2025Q3: 3,500 shares; 2025Q4: 12,430 shares 12,430 $284K 0.05% +8,930 Timeline HMOP HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 612 shares; 2024Q4: 2,682 shares; 2025Q1: 3,340 shares; 2025Q2: 6,043 shares; 2025Q3: 6,043 shares; 2025Q4: 7,268 shares 7,268 $284K 0.05% +1,225 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40 shares; 2024Q4: 40 shares; 2025Q1: not reported; 2025Q2: 275 shares; 2025Q3: 300 shares; 2025Q4: 300 shares 300 $280K 0.05% 0 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,655 shares 3,655 $276K 0.04% new Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,668 shares 5,668 $274K 0.04% new 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: 643 shares; 2024Q4: 1,326 shares; 2025Q1: 1,184 shares; 2025Q2: 802 shares; 2025Q3: 808 shares; 2025Q4: 1,241 shares 1,241 $269K 0.04% +433 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: 3,943 shares; 2024Q4: 4,818 shares; 2025Q1: 5,203 shares; 2025Q2: 6,953 shares; 2025Q3: 5,953 shares; 2025Q4: 5,333 shares 5,333 $265K 0.04% -620 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: 3,787 shares; 2024Q4: 3,160 shares; 2025Q1: 2,585 shares; 2025Q2: 2,997 shares; 2025Q3: 2,981 shares; 2025Q4: 2,983 shares 2,983 $260K 0.04% +2 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: 2,665 shares; 2024Q4: 1,115 shares; 2025Q1: 1,602 shares; 2025Q2: 1,793 shares; 2025Q3: 1,443 shares; 2025Q4: 1,669 shares 1,669 $254K 0.04% +226 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: 4,725 shares; 2024Q4: 634 shares; 2025Q1: 609 shares; 2025Q2: 748 shares; 2025Q3: 749 shares; 2025Q4: 828 shares 828 $253K 0.04% +79 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,883 shares; 2024Q4: 16,710 shares; 2025Q1: 17,233 shares; 2025Q2: 15,169 shares; 2025Q3: 14,954 shares; 2025Q4: 10,085 shares 10,085 $251K 0.04% -4,869 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: not reported; 2025Q3: 200 shares; 2025Q4: 2,005 shares 2,005 $247K 0.04% +1,805 Timeline BPRN PRINCETON BANCORP INC More: the full row for PRINCETON BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,009 shares; 2025Q2: 8,009 shares; 2025Q3: 7,394 shares; 2025Q4: 6,994 shares 6,994 $243K 0.04% -400 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: 5,279 shares; 2024Q4: 5,280 shares; 2025Q1: 3,722 shares; 2025Q2: 3,801 shares; 2025Q3: 2,002 shares; 2025Q4: 1,753 shares 1,753 $239K 0.04% -249 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 100 shares; 2025Q4: 1,100 shares 1,100 $233K 0.04% +1,000 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: 724 shares; 2024Q4: 709 shares; 2025Q1: 709 shares; 2025Q2: 893 shares; 2025Q3: 893 shares; 2025Q4: 893 shares 893 $230K 0.04% 0 Timeline VONV 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: 1,482 shares; 2024Q4: 3,312 shares; 2025Q1: 2,576 shares; 2025Q2: 2,606 shares; 2025Q3: 2,606 shares; 2025Q4: 2,452 shares 2,452 $226K 0.04% -154 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: 5,047 shares; 2024Q4: 5,047 shares; 2025Q1: 4,176 shares; 2025Q2: 3,723 shares; 2025Q3: 2,876 shares; 2025Q4: 1,134 shares 1,134 $221K 0.04% -1,742 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 115 shares; 2024Q4: 125 shares; 2025Q1: 115 shares; 2025Q2: 160 shares; 2025Q3: 160 shares; 2025Q4: 206 shares 206 $220K 0.04% +46 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: 4,578 shares; 2024Q4: 4,579 shares; 2025Q1: 3,880 shares; 2025Q2: 3,627 shares; 2025Q3: 2,277 shares; 2025Q4: 1,268 shares 1,268 $220K 0.04% -1,009 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,989 shares; 2024Q4: 2,435 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 1,550 shares; 2025Q4: 1,550 shares 1,550 $219K 0.04% 0 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 235 shares; 2025Q1: 648 shares; 2025Q2: 852 shares; 2025Q3: 829 shares; 2025Q4: 608 shares 608 $219K 0.04% -221 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: 1,030 shares; 2024Q4: 1,140 shares; 2025Q1: 1,160 shares; 2025Q2: 1,708 shares; 2025Q3: 1,708 shares; 2025Q4: 1,948 shares 1,948 $215K 0.03% +240 Timeline IBMP 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: 3,950 shares; 2025Q2: 3,950 shares; 2025Q3: 3,950 shares; 2025Q4: 8,450 shares 8,450 $215K 0.03% +4,500 Timeline KYN KAYNE ANDERSON ENERGY INFRST More: the full row for KAYNE ANDERSON ENERGY INFRST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,350 shares; 2024Q4: 17,100 shares; 2025Q1: 22,850 shares; 2025Q2: 22,500 shares; 2025Q3: 21,450 shares; 2025Q4: 17,290 shares 17,290 $214K 0.03% -4,160 Timeline SHYG 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: 2,423 shares; 2024Q4: 4,878 shares; 2025Q1: 5,477 shares; 2025Q2: 4,915 shares; 2025Q3: 4,915 shares; 2025Q4: 4,960 shares 4,960 $213K 0.03% +45 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: 1,879 shares; 2024Q4: 1,879 shares; 2025Q1: 1,880 shares; 2025Q2: 1,902 shares; 2025Q3: 1,227 shares; 2025Q4: 802 shares 802 $211K 0.03% -425 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 685 shares; 2025Q3: 893 shares; 2025Q4: 797 shares 797 $206K 0.03% -96 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: 1,296 shares; 2024Q4: 985 shares; 2025Q1: 985 shares; 2025Q2: 985 shares; 2025Q3: 985 shares; 2025Q4: 1,013 shares 1,013 $201K 0.03% +28 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,750 shares; 2024Q4: 4,750 shares; 2025Q1: 4,750 shares; 2025Q2: 4,750 shares; 2025Q3: 4,750 shares; 2025Q4: 4,500 shares 4,500 $201K 0.03% -250 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 800 shares; 2024Q4: 800 shares; 2025Q1: 800 shares; 2025Q2: 800 shares; 2025Q3: 800 shares; 2025Q4: 800 shares 800 $201K 0.03% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 955 shares 955 $201K 0.03% new Timeline IYY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,600 shares; 2024Q4: 3,600 shares; 2025Q1: 3,600 shares; 2025Q2: 3,600 shares; 2025Q3: 3,600 shares; 2025Q4: 1,200 shares 1,200 $199K 0.03% -2,400 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 829 shares; 2024Q4: 829 shares; 2025Q1: 691 shares; 2025Q2: 1,007 shares; 2025Q3: 1,001 shares; 2025Q4: 1,064 shares 1,064 $197K 0.03% +63 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: 100 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 791 shares; 2025Q3: 1,291 shares; 2025Q4: 1,603 shares 1,603 $197K 0.03% +312 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: 312 shares; 2024Q4: 612 shares; 2025Q1: 612 shares; 2025Q2: 980 shares; 2025Q3: 980 shares; 2025Q4: 1,138 shares 1,138 $195K 0.03% +158 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: 3,669 shares; 2024Q4: 3,517 shares; 2025Q1: 1,662 shares; 2025Q2: 1,363 shares; 2025Q3: 1,363 shares; 2025Q4: 1,363 shares 1,363 $192K 0.03% 0 Timeline VST VISTRA CORP More: the full row for VISTRA 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: 200 shares; 2025Q4: 1,188 shares 1,188 $192K 0.03% +988 Timeline ACIO ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,303 shares 4,303 $188K 0.03% new Timeline IQLT 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: 7,920 shares; 2024Q4: 6,799 shares; 2025Q1: 6,334 shares; 2025Q2: 5,012 shares; 2025Q3: 3,832 shares; 2025Q4: 4,113 shares 4,113 $187K 0.03% +281 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: 1,471 shares; 2024Q4: 1,257 shares; 2025Q1: 1,257 shares; 2025Q2: 1,437 shares; 2025Q3: 1,438 shares; 2025Q4: 1,614 shares 1,614 $186K 0.03% +176 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: 640 shares; 2024Q4: 640 shares; 2025Q1: 533 shares; 2025Q2: 600 shares; 2025Q3: 604 shares; 2025Q4: 604 shares 604 $186K 0.03% 0 Timeline SPGP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,629 shares 1,629 $185K 0.03% new 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: 382 shares; 2024Q4: 632 shares; 2025Q1: 632 shares; 2025Q2: 632 shares; 2025Q3: 739 shares; 2025Q4: 639 shares 639 $185K 0.03% -100 Timeline QEFA SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,490 shares; 2024Q4: 3,390 shares; 2025Q1: 2,486 shares; 2025Q2: 2,025 shares; 2025Q3: 2,025 shares; 2025Q4: 2,025 shares 2,025 $184K 0.03% 0 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,587 shares; 2024Q4: 24,087 shares; 2025Q1: 23,265 shares; 2025Q2: 2,653 shares; 2025Q3: 2,653 shares; 2025Q4: 3,979 shares 3,979 $183K 0.03% +1,326 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: 2,532 shares; 2024Q4: 2,186 shares; 2025Q1: 2,086 shares; 2025Q2: 843 shares; 2025Q3: 1,843 shares; 2025Q4: 3,364 shares 3,364 $181K 0.03% +1,521 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,337 shares; 2024Q4: 2,337 shares; 2025Q1: 1,525 shares; 2025Q2: 1,525 shares; 2025Q3: 1,525 shares; 2025Q4: 1,980 shares 1,980 $181K 0.03% +455 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,483 shares; 2024Q4: 4,449 shares; 2025Q1: 4,408 shares; 2025Q2: 4,645 shares; 2025Q3: 7,026 shares; 2025Q4: 6,863 shares 6,863 $180K 0.03% -163 Timeline IBDW 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: 6,562 shares; 2024Q4: 6,642 shares; 2025Q1: 7,270 shares; 2025Q2: 10,491 shares; 2025Q3: 10,561 shares; 2025Q4: 8,257 shares 8,257 $175K 0.03% -2,304 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,796 shares; 2025Q1: 1,861 shares; 2025Q2: 2,071 shares; 2025Q3: 2,071 shares; 2025Q4: 1,711 shares 1,711 $167K 0.03% -360 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: 230 shares; 2024Q4: 230 shares; 2025Q1: 105 shares; 2025Q2: 191 shares; 2025Q3: 293 shares; 2025Q4: 290 shares 290 $165K 0.03% -3 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: 474 shares; 2024Q4: 474 shares; 2025Q1: 474 shares; 2025Q2: 669 shares; 2025Q3: 669 shares; 2025Q4: 669 shares 669 $165K 0.03% 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: 23,168 shares; 2024Q4: 23,351 shares; 2025Q1: 241 shares; 2025Q2: 474 shares; 2025Q3: 544 shares; 2025Q4: 495 shares 495 $163K 0.03% -49 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: 989 shares; 2024Q4: 399 shares; 2025Q1: 399 shares; 2025Q2: 469 shares; 2025Q3: 469 shares; 2025Q4: 498 shares 498 $163K 0.03% +29 Timeline NFBK NORTHFIELD BANCORP INC DEL More: the full row for NORTHFIELD BANCORP INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,076 shares; 2024Q4: 14,076 shares; 2025Q1: 14,076 shares; 2025Q2: 14,076 shares; 2025Q3: 14,076 shares; 2025Q4: 14,076 shares 14,076 $161K 0.03% 0 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,124 shares; 2024Q4: 2,124 shares; 2025Q1: 2,124 shares; 2025Q2: 1,180 shares; 2025Q3: 1,180 shares; 2025Q4: 787 shares 787 $159K 0.03% -393 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: 1,404 shares; 2024Q4: 1,189 shares; 2025Q1: 740 shares; 2025Q2: 1,124 shares; 2025Q3: 1,189 shares; 2025Q4: 1,348 shares 1,348 $158K 0.03% +159 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94 shares; 2024Q4: 484 shares; 2025Q1: 484 shares; 2025Q2: 540 shares; 2025Q3: 540 shares; 2025Q4: 980 shares 980 $156K 0.03% +440 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: 3,793 shares; 2024Q4: 2,617 shares; 2025Q1: 2,057 shares; 2025Q2: 2,457 shares; 2025Q3: 1,657 shares; 2025Q4: 1,657 shares 1,657 $152K 0.02% 0 Timeline MSIF MSC INCOME FUND INC More: the full row for MSC INCOME FUND 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: 11,506 shares 11,506 $151K 0.02% new 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: 1,040 shares; 2024Q4: 1,033 shares; 2025Q1: 1,030 shares; 2025Q2: 743 shares; 2025Q3: 685 shares; 2025Q4: 688 shares 688 $151K 0.02% +3 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,561 shares; 2024Q4: 2,861 shares; 2025Q1: 2,861 shares; 2025Q2: 2,500 shares; 2025Q3: 2,500 shares; 2025Q4: 2,500 shares 2,500 $149K 0.02% 0 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 284 shares; 2025Q3: 284 shares; 2025Q4: 284 shares 284 $148K 0.02% 0 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,511 shares; 2024Q4: 1,011 shares; 2025Q1: 1,011 shares; 2025Q2: 1,440 shares; 2025Q3: 1,545 shares; 2025Q4: 1,295 shares 1,295 $147K 0.02% -250 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,222 shares; 2024Q4: 1,132 shares; 2025Q1: 738 shares; 2025Q2: 783 shares; 2025Q3: 683 shares; 2025Q4: 951 shares 951 $147K 0.02% +268 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,594 shares; 2024Q4: 2,596 shares; 2025Q1: 2,598 shares; 2025Q2: 2,600 shares; 2025Q3: 2,602 shares; 2025Q4: 2,669 shares 2,669 $146K 0.02% +67 Timeline DSI 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: 967 shares; 2025Q1: 1,028 shares; 2025Q2: 1,170 shares; 2025Q3: 1,170 shares; 2025Q4: 1,134 shares 1,134 $146K 0.02% -36 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: 1,574 shares; 2024Q4: 1,626 shares; 2025Q1: 911 shares; 2025Q2: 1,259 shares; 2025Q3: 1,274 shares; 2025Q4: 1,304 shares 1,304 $145K 0.02% +30 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: 256 shares; 2024Q4: 6,349 shares; 2025Q1: 6,604 shares; 2025Q2: 6,571 shares; 2025Q3: 589 shares; 2025Q4: 544 shares 544 $144K 0.02% -45 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,694 shares; 2024Q4: 1,697 shares; 2025Q1: 1,699 shares; 2025Q2: 1,710 shares; 2025Q3: 1,706 shares; 2025Q4: 1,710 shares 1,710 $143K 0.02% +4 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: not reported; 2025Q3: not reported; 2025Q4: 408 shares 408 $140K 0.02% new 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: 551 shares; 2024Q4: 552 shares; 2025Q1: 118 shares; 2025Q2: 1,159 shares; 2025Q3: 1,160 shares; 2025Q4: 1,257 shares 1,257 $135K 0.02% +97 Timeline CEMB 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: 2,085 shares; 2024Q4: 3,238 shares; 2025Q1: 3,247 shares; 2025Q2: 3,025 shares; 2025Q3: 3,025 shares; 2025Q4: 2,899 shares 2,899 $133K 0.02% -126 Timeline EPAM EPAM SYS INC More: the full row for EPAM SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 295 shares; 2024Q4: 295 shares; 2025Q1: 295 shares; 2025Q2: 295 shares; 2025Q3: not reported; 2025Q4: 636 shares 636 $130K 0.02% new 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: 560 shares; 2024Q4: 560 shares; 2025Q1: 510 shares; 2025Q2: 255 shares; 2025Q3: 255 shares; 2025Q4: 255 shares 255 $125K 0.02% 0 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: 775 shares; 2024Q4: 575 shares; 2025Q1: 575 shares; 2025Q2: 673 shares; 2025Q3: 563 shares; 2025Q4: 549 shares 549 $125K 0.02% -14 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,100 shares; 2024Q4: 1,100 shares; 2025Q1: 1,100 shares; 2025Q2: 1,185 shares; 2025Q3: 1,685 shares; 2025Q4: 1,685 shares 1,685 $124K 0.02% 0 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,600 shares; 2024Q4: 2,101 shares; 2025Q1: 2,101 shares; 2025Q2: 2,102 shares; 2025Q3: 2,102 shares; 2025Q4: 769 shares 769 $123K 0.02% -1,333 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6 shares; 2024Q4: 0 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,518 shares 1,518 $122K 0.02% new Timeline IBMQ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,705 shares 4,705 $120K 0.02% new 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: 523 shares; 2024Q4: 523 shares; 2025Q1: 187 shares; 2025Q2: 540 shares; 2025Q3: 1,028 shares; 2025Q4: 1,028 shares 1,028 $120K 0.02% 0 Timeline DRSK ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,137 shares 4,137 $118K 0.02% new 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: 1,781 shares; 2024Q4: 2,781 shares; 2025Q1: 4,250 shares; 2025Q2: 4,520 shares; 2025Q3: 2,307 shares; 2025Q4: 2,307 shares 2,307 $117K 0.02% 0 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: 2 shares; 2024Q4: 6 shares; 2025Q1: 6 shares; 2025Q2: 263 shares; 2025Q3: 263 shares; 2025Q4: 263 shares 263 $117K 0.02% 0 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 559 shares 559 $117K 0.02% new Timeline JFLX J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,326 shares 2,326 $117K 0.02% new Timeline IXUS 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: 82 shares; 2024Q4: 83 shares; 2025Q1: 83 shares; 2025Q2: 84 shares; 2025Q3: 84 shares; 2025Q4: 1,368 shares 1,368 $116K 0.02% +1,284 Timeline IEV 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: 1,629 shares; 2025Q3: 1,629 shares; 2025Q4: 1,647 shares 1,647 $113K 0.02% +18 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: 1,188 shares; 2024Q4: 1,278 shares; 2025Q1: 117 shares; 2025Q2: 117 shares; 2025Q3: 117 shares; 2025Q4: 221 shares 221 $113K 0.02% +104 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: 223 shares; 2025Q3: 723 shares; 2025Q4: 723 shares 723 $111K 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: 420 shares; 2024Q4: 420 shares; 2025Q1: 420 shares; 2025Q2: 430 shares; 2025Q3: 430 shares; 2025Q4: 430 shares 430 $110K 0.02% 0 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: 186 shares; 2024Q4: 186 shares; 2025Q1: 236 shares; 2025Q2: 446 shares; 2025Q3: 946 shares; 2025Q4: 946 shares 946 $110K 0.02% 0 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102 shares; 2024Q4: 102 shares; 2025Q1: 103 shares; 2025Q2: 103 shares; 2025Q3: 103 shares; 2025Q4: 134 shares 134 $109K 0.02% +31 Timeline SLF SUN LIFE FINANCIAL INC. More: the full row for SUN LIFE FINANCIAL INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,667 shares; 2025Q1: 1,667 shares; 2025Q2: 1,741 shares; 2025Q3: 1,741 shares; 2025Q4: 1,741 shares 1,741 $109K 0.02% 0 Timeline PBD 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: 6,569 shares; 2024Q4: 2,248 shares; 2025Q1: 6,592 shares; 2025Q2: 6,616 shares; 2025Q3: 6,668 shares; 2025Q4: 6,705 shares 6,705 $108K 0.02% +37 Timeline SPSB 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: 3,354 shares; 2024Q4: 3,408 shares; 2025Q1: 3,435 shares; 2025Q2: 3,475 shares; 2025Q3: 3,515 shares; 2025Q4: 3,567 shares 3,567 $108K 0.02% +52 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: 3,326 shares; 2024Q4: 4,606 shares; 2025Q1: 5,225 shares; 2025Q2: 4,390 shares; 2025Q3: 4,390 shares; 2025Q4: 1,960 shares 1,960 $106K 0.02% -2,430 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: 76,225 shares; 2025Q1: 82,553 shares; 2025Q2: 8,212 shares; 2025Q3: 8,212 shares; 2025Q4: 6,912 shares 6,912 $103K 0.02% -1,300 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,150 shares; 2024Q4: 1,150 shares; 2025Q1: 850 shares; 2025Q2: 1,562 shares; 2025Q3: 712 shares; 2025Q4: 1,923 shares 1,923 $103K 0.02% +1,211 Timeline XEXGX EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,602 shares; 2024Q4: 10,526 shares; 2025Q1: 10,526 shares; 2025Q2: 10,526 shares; 2025Q3: 10,526 shares; 2025Q4: 10,526 shares 10,526 $100K 0.02% 0 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: 159 shares; 2024Q4: 159 shares; 2025Q1: 132 shares; 2025Q2: 151 shares; 2025Q3: 153 shares; 2025Q4: 153 shares 153 $99.9K 0.02% 0 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 335 shares; 2024Q4: 337 shares; 2025Q1: 338 shares; 2025Q2: 395 shares; 2025Q3: 392 shares; 2025Q4: 574 shares 574 $99.6K 0.02% +182 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: 1,950 shares; 2024Q4: 1,426 shares; 2025Q1: 426 shares; 2025Q2: 988 shares; 2025Q3: 988 shares; 2025Q4: 988 shares 988 $98.7K 0.02% 0 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: 3,301 shares; 2024Q4: 2,927 shares; 2025Q1: 2,551 shares; 2025Q2: 2,371 shares; 2025Q3: 2,022 shares; 2025Q4: 775 shares 775 $97.5K 0.02% -1,247 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 864 shares; 2024Q4: 864 shares; 2025Q1: 644 shares; 2025Q2: 644 shares; 2025Q3: 644 shares; 2025Q4: 829 shares 829 $94.3K 0.02% +185 Timeline ETV EATON VANCE TAX-MANAGED BUY- More: the full row for EATON VANCE TAX-MANAGED BUY- Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,420 shares; 2024Q4: 6,420 shares; 2025Q1: 6,420 shares; 2025Q2: 6,420 shares; 2025Q3: 6,420 shares; 2025Q4: 6,420 shares 6,420 $92.2K 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: 1,495 shares; 2024Q4: 1,495 shares; 2025Q1: 1,495 shares; 2025Q2: 179 shares; 2025Q3: 379 shares; 2025Q4: 379 shares 379 $91.9K 0.01% 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: 1,914 shares; 2024Q4: 1,914 shares; 2025Q1: 1,247 shares; 2025Q2: 1,247 shares; 2025Q3: 1,247 shares; 2025Q4: 1,247 shares 1,247 $91.6K 0.01% 0 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,545 shares; 2024Q4: 1,545 shares; 2025Q1: 1,545 shares; 2025Q2: 905 shares; 2025Q3: 905 shares; 2025Q4: 905 shares 905 $90.5K 0.01% 0 Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 618 shares; 2025Q1: 650 shares; 2025Q2: 74 shares; 2025Q3: 74 shares; 2025Q4: 42 shares 42 $90.4K 0.01% -32 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,151 shares 1,151 $89.6K 0.01% new Timeline SPH SUBURBAN PROPANE PARTNERS L More: the full row for SUBURBAN PROPANE PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,694 shares; 2024Q4: 4,702 shares; 2025Q1: 4,709 shares; 2025Q2: 4,716 shares; 2025Q3: 4,724 shares; 2025Q4: 4,733 shares 4,733 $87.7K 0.01% +9 Timeline IXJ 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: 869 shares; 2024Q4: 870 shares; 2025Q1: 870 shares; 2025Q2: 871 shares; 2025Q3: 871 shares; 2025Q4: 899 shares 899 $87.6K 0.01% +28 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: 3,040 shares; 2024Q4: 86 shares; 2025Q1: 41 shares; 2025Q2: 64 shares; 2025Q3: 64 shares; 2025Q4: 99 shares 99 $87.3K 0.01% +35 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: 135 shares; 2024Q4: 135 shares; 2025Q1: 135 shares; 2025Q2: 176 shares; 2025Q3: 176 shares; 2025Q4: 259 shares 259 $87.2K 0.01% +83 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 530 shares; 2024Q4: 530 shares; 2025Q1: 530 shares; 2025Q2: 530 shares; 2025Q3: 530 shares; 2025Q4: 530 shares 530 $86.6K 0.01% 0 Timeline VCEB 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: 1,409 shares; 2025Q1: 1,376 shares; 2025Q2: 1,357 shares; 2025Q3: 1,357 shares; 2025Q4: 1,355 shares 1,355 $86.2K 0.01% -2 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: 484 shares; 2024Q4: 484 shares; 2025Q1: 484 shares; 2025Q2: 484 shares; 2025Q3: 484 shares; 2025Q4: 610 shares 610 $86.1K 0.01% +126 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,011 shares; 2024Q4: 6,065 shares; 2025Q1: 5,887 shares; 2025Q2: 5,907 shares; 2025Q3: 4,392 shares; 2025Q4: 151 shares 151 $86.1K 0.01% -4,241 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: 535 shares; 2024Q4: 156 shares; 2025Q1: 156 shares; 2025Q2: 156 shares; 2025Q3: 156 shares; 2025Q4: 170 shares 170 $82.9K 0.01% +14 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 146 shares; 2024Q4: 146 shares; 2025Q1: 146 shares; 2025Q2: 146 shares; 2025Q3: 146 shares; 2025Q4: 432 shares 432 $82.7K 0.01% +286 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: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 1,750 shares; 2025Q2: 1,750 shares; 2025Q3: 1,750 shares; 2025Q4: 1,750 shares 1,750 $82.3K 0.01% 0 Timeline OSCV ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,190 shares 2,190 $81.1K 0.01% new Timeline ESGD 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: 863 shares; 2025Q1: 844 shares; 2025Q2: 872 shares; 2025Q3: 872 shares; 2025Q4: 850 shares 850 $80.8K 0.01% -22 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 202 shares; 2024Q4: 202 shares; 2025Q1: 202 shares; 2025Q2: 278 shares; 2025Q3: 278 shares; 2025Q4: 278 shares 278 $80.6K 0.01% 0 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 716 shares; 2025Q1: 176 shares; 2025Q2: 112 shares; 2025Q3: 612 shares; 2025Q4: 612 shares 612 $80.2K 0.01% 0 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 206 shares; 2025Q3: 206 shares; 2025Q4: 206 shares 206 $80.1K 0.01% 0 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 115 shares; 2024Q4: 117 shares; 2025Q1: 117 shares; 2025Q2: 118 shares; 2025Q3: 119 shares; 2025Q4: 1,580 shares 1,580 $79.4K 0.01% +1,461 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: 90 shares; 2024Q4: 24 shares; 2025Q1: 24 shares; 2025Q2: 179 shares; 2025Q3: 179 shares; 2025Q4: 447 shares 447 $79.4K 0.01% +268 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 154 shares; 2024Q4: 154 shares; 2025Q1: 154 shares; 2025Q2: 154 shares; 2025Q3: 154 shares; 2025Q4: 154 shares 154 $78.7K 0.01% 0 Timeline DMXU DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,108 shares; 2024Q4: 2,132 shares; 2025Q1: 2,132 shares; 2025Q2: 2,168 shares; 2025Q3: 2,168 shares; 2025Q4: 2,224 shares 2,224 $78.2K 0.01% +56 Timeline TDV PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 903 shares; 2024Q4: 903 shares; 2025Q1: 903 shares; 2025Q2: 903 shares; 2025Q3: 903 shares; 2025Q4: 903 shares 903 $78.2K 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: 1,383 shares; 2024Q4: 1,384 shares; 2025Q1: 615 shares; 2025Q2: 448 shares; 2025Q3: 643 shares; 2025Q4: 832 shares 832 $77.8K 0.01% +189 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,276 shares; 2024Q4: 1,286 shares; 2025Q1: 1,289 shares; 2025Q2: 1,289 shares; 2025Q3: 1,289 shares; 2025Q4: 1,289 shares 1,289 $77.8K 0.01% 0 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,089 shares; 2024Q4: 1,089 shares; 2025Q1: 1,089 shares; 2025Q2: 1,089 shares; 2025Q3: 1,089 shares; 2025Q4: 1,089 shares 1,089 $77.8K 0.01% 0 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 318 shares; 2024Q4: 475 shares; 2025Q1: 476 shares; 2025Q2: 476 shares; 2025Q3: 477 shares; 2025Q4: 498 shares 498 $77.2K 0.01% +21 Timeline DGRE 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: 2,860 shares; 2024Q4: 2,860 shares; 2025Q1: 2,670 shares; 2025Q2: 2,460 shares; 2025Q3: 2,460 shares; 2025Q4: 2,460 shares 2,460 $77K 0.01% 0 Timeline XETYX EATON VANCE TAX-MANAGED DIVE More: the full row for EATON VANCE TAX-MANAGED DIVE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,983 shares; 2024Q4: 4,983 shares; 2025Q1: 4,983 shares; 2025Q2: 4,983 shares; 2025Q3: 4,983 shares; 2025Q4: 4,983 shares 4,983 $76.4K 0.01% 0 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,500 shares; 2024Q4: 1,500 shares; 2025Q1: not reported; 2025Q2: 666 shares; 2025Q3: 5,666 shares; 2025Q4: 5,726 shares 5,726 $75.1K 0.01% +60 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,070 shares; 2024Q4: 1,070 shares; 2025Q1: 1,070 shares; 2025Q2: 1,070 shares; 2025Q3: 1,070 shares; 2025Q4: 1,070 shares 1,070 $74.5K 0.01% 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: 359 shares; 2024Q4: 117 shares; 2025Q1: not reported; 2025Q2: 311 shares; 2025Q3: 311 shares; 2025Q4: 341 shares 341 $73K 0.01% +30 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 591 shares; 2024Q4: 596 shares; 2025Q1: 601 shares; 2025Q2: 606 shares; 2025Q3: 611 shares; 2025Q4: 1,203 shares 1,203 $72.3K 0.01% +592 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 325 shares; 2024Q4: 325 shares; 2025Q1: 325 shares; 2025Q2: 525 shares; 2025Q3: 466 shares; 2025Q4: 1,069 shares 1,069 $71.7K 0.01% +603 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 443 shares; 2024Q4: 444 shares; 2025Q1: 1,070 shares; 2025Q2: 1,373 shares; 2025Q3: 749 shares; 2025Q4: 862 shares 862 $70.1K 0.01% +113 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19 shares; 2024Q4: 19 shares; 2025Q1: 19 shares; 2025Q2: 207 shares; 2025Q3: 207 shares; 2025Q4: 690 shares 690 $69.6K 0.01% +483 Timeline SHE 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: 518 shares; 2024Q4: 520 shares; 2025Q1: 521 shares; 2025Q2: 523 shares; 2025Q3: 525 shares; 2025Q4: 527 shares 527 $69.5K 0.01% +2 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,456 shares 1,456 $67.7K 0.01% new Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 655 shares; 2024Q4: 662 shares; 2025Q1: 665 shares; 2025Q2: 796 shares; 2025Q3: 798 shares; 2025Q4: 806 shares 806 $67.4K 0.01% +8 Timeline SPYX 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: 1,222 shares; 2024Q4: 1,225 shares; 2025Q1: 1,168 shares; 2025Q2: 1,171 shares; 2025Q3: 1,174 shares; 2025Q4: 1,177 shares 1,177 $66.1K 0.01% +3 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 924 shares; 2024Q4: 924 shares; 2025Q1: 844 shares; 2025Q2: 999 shares; 2025Q3: 499 shares; 2025Q4: 806 shares 806 $64K 0.01% +307 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 136 shares; 2024Q4: 136 shares; 2025Q1: 136 shares; 2025Q2: 138 shares; 2025Q3: 136 shares; 2025Q4: 136 shares 136 $63.8K 0.01% 0 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 696 shares; 2025Q3: 696 shares; 2025Q4: 1,288 shares 1,288 $63.4K 0.01% +592 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: 298 shares; 2024Q4: 298 shares; 2025Q1: 154 shares; 2025Q2: 180 shares; 2025Q3: 180 shares; 2025Q4: 180 shares 180 $63.3K 0.01% 0 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 217 shares; 2024Q4: 217 shares; 2025Q1: 217 shares; 2025Q2: 223 shares; 2025Q3: 223 shares; 2025Q4: 93 shares 93 $62.9K 0.01% -130 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 438 shares; 2024Q4: 438 shares; 2025Q1: 438 shares; 2025Q2: 438 shares; 2025Q3: 438 shares; 2025Q4: 438 shares 438 $62.8K 0.01% 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: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 343 shares; 2025Q3: 343 shares; 2025Q4: 343 shares 343 $62.4K 0.01% 0 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 222 shares; 2024Q4: 222 shares; 2025Q1: 222 shares; 2025Q2: 365 shares; 2025Q3: 305 shares; 2025Q4: 1,552 shares 1,552 $62.4K 0.01% +1,247 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32 shares; 2024Q4: 32 shares; 2025Q1: not reported; 2025Q2: 366 shares; 2025Q3: 766 shares; 2025Q4: 766 shares 766 $62.2K 0.01% 0 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: 168 shares; 2024Q4: 168 shares; 2025Q1: 40 shares; 2025Q2: 56 shares; 2025Q3: 56 shares; 2025Q4: 405 shares 405 $62K 0.01% +349 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 197 shares; 2024Q4: 198 shares; 2025Q1: 198 shares; 2025Q2: 74 shares; 2025Q3: 199 shares; 2025Q4: 199 shares 199 $61.9K 0.01% 0 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,588 shares; 2024Q4: 9,610 shares; 2025Q1: 9,610 shares; 2025Q2: 1,045 shares; 2025Q3: 1,045 shares; 2025Q4: 1,000 shares 1,000 $61.7K 0.01% -45 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: 44 shares; 2024Q4: 95 shares; 2025Q1: 106 shares; 2025Q2: 130 shares; 2025Q3: 130 shares; 2025Q4: 226 shares 226 $61.6K 0.01% +96 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,668 shares; 2025Q1: 6,668 shares; 2025Q2: 9,551 shares; 2025Q3: 8,230 shares; 2025Q4: 331 shares 331 $61.4K 0.01% -7,899 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares 100 $61.2K 0.01% 0 Timeline MTX MINERALS TECHNOLOGIES INC More: the full row for MINERALS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,600 shares; 2024Q4: 3,600 shares; 2025Q1: 3,600 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares 1,000 $61K 0.01% 0 Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 5,500 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares 3,000 $59.1K 0.01% 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: 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 $59.1K 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: 700 shares; 2024Q4: 700 shares; 2025Q1: 690 shares; 2025Q2: 690 shares; 2025Q3: 690 shares; 2025Q4: 690 shares 690 $58.8K 0.01% 0 Timeline JUCY ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,630 shares 2,630 $58.4K 0.01% new 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: 3,061 shares; 2024Q4: 1,696 shares; 2025Q1: 1,696 shares; 2025Q2: 1,600 shares; 2025Q3: 1,600 shares; 2025Q4: 1,600 shares 1,600 $58K 0.01% 0 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 183 shares 183 $57.6K 0.01% new Timeline FDIS 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: 549 shares; 2024Q4: 549 shares; 2025Q1: 549 shares; 2025Q2: 549 shares; 2025Q3: 549 shares; 2025Q4: 560 shares 560 $57.2K 0.01% +11 Timeline ADME ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,096 shares 1,096 $56.2K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 91 shares; 2025Q3: 91 shares; 2025Q4: 266 shares 266 $55.5K 0.01% +175 Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 153 shares; 2024Q4: 154 shares; 2025Q1: 155 shares; 2025Q2: 155 shares; 2025Q3: 655 shares; 2025Q4: 500 shares 500 $55.1K 0.01% -155 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: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 570 shares; 2025Q3: 570 shares; 2025Q4: 570 shares 570 $54.8K 0.01% 0 Timeline ROKU ROKU INC More: the full row for ROKU 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: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares 500 $54.2K 0.01% 0 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: 2,636 shares; 2024Q4: 2,346 shares; 2025Q1: 45 shares; 2025Q2: 97 shares; 2025Q3: 92 shares; 2025Q4: 193 shares 193 $53.1K 0.01% +101 Timeline DLS 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: 1,546 shares; 2024Q4: 1,546 shares; 2025Q1: 693 shares; 2025Q2: 653 shares; 2025Q3: 654 shares; 2025Q4: 654 shares 654 $53K 0.01% 0 Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,162 shares; 2024Q4: 6,162 shares; 2025Q1: 6,162 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares 1,000 $52.4K 0.01% 0 Timeline FAST FASTENAL CO More: the full row for FASTENAL 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: 1,300 shares; 2025Q3: 1,300 shares; 2025Q4: 1,300 shares 1,300 $52.2K 0.01% 0 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 475 shares; 2024Q4: 475 shares; 2025Q1: 375 shares; 2025Q2: 375 shares; 2025Q3: 375 shares; 2025Q4: 375 shares 375 $51.7K 0.01% 0 Timeline ETJ EATON VANCE RISK-MANAGED DIV More: the full row for EATON VANCE RISK-MANAGED DIV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,752 shares; 2024Q4: 5,752 shares; 2025Q1: 5,752 shares; 2025Q2: 5,752 shares; 2025Q3: 5,752 shares; 2025Q4: 5,752 shares 5,752 $50.7K 0.01% 0 Timeline BNS BANK NOVA SCOTIA B C More: the full row for BANK NOVA SCOTIA B C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 650 shares; 2024Q4: 650 shares; 2025Q1: 650 shares; 2025Q2: 650 shares; 2025Q3: 650 shares; 2025Q4: 650 shares 650 $47.9K 0.01% 0 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 218 shares; 2025Q3: 118 shares; 2025Q4: 207 shares 207 $47.9K 0.01% +89 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 200 shares; 2025Q4: 165 shares 165 $47.5K 0.01% -35 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: 239 shares; 2024Q4: 239 shares; 2025Q1: 239 shares; 2025Q2: 251 shares; 2025Q3: 241 shares; 2025Q4: 241 shares 241 $46.8K 0.01% 0 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL 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: 2,257 shares 2,257 $45.7K 0.01% new 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: 211 shares; 2024Q4: 190 shares; 2025Q1: 45 shares; 2025Q2: 45 shares; 2025Q3: 45 shares; 2025Q4: 168 shares 168 $45.6K 0.01% +123 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares 200 $45.3K 0.01% 0 Timeline DGS 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: 2,672 shares; 2024Q4: 1,392 shares; 2025Q1: 1,137 shares; 2025Q2: 1,137 shares; 2025Q3: 790 shares; 2025Q4: 790 shares 790 $45.2K 0.01% 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: 246 shares; 2024Q4: 246 shares; 2025Q1: 30 shares; 2025Q2: 133 shares; 2025Q3: 133 shares; 2025Q4: 454 shares 454 $45K 0.01% +321 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 379 shares; 2024Q4: 379 shares; 2025Q1: 209 shares; 2025Q2: 344 shares; 2025Q3: 344 shares; 2025Q4: 344 shares 344 $45K 0.01% 0 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 38 shares; 2025Q1: 38 shares; 2025Q2: 288 shares; 2025Q3: 288 shares; 2025Q4: 288 shares 288 $44.6K 0.01% 0 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 151 shares; 2024Q4: 755 shares; 2025Q1: 758 shares; 2025Q2: 762 shares; 2025Q3: 765 shares; 2025Q4: 888 shares 888 $44.4K 0.01% +123 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 74 shares; 2025Q3: 574 shares; 2025Q4: 574 shares 574 $44K 0.01% 0 Timeline MTZ MASTEC INC More: the full row for MASTEC 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: 200 shares; 2025Q4: 200 shares 200 $43.5K 0.01% 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: 2,618 shares; 2024Q4: 2,618 shares; 2025Q1: 2,618 shares; 2025Q2: 2,618 shares; 2025Q3: 2,618 shares; 2025Q4: 2,618 shares 2,618 $43.1K 0.01% 0 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 561 shares; 2024Q4: 566 shares; 2025Q1: 569 shares; 2025Q2: 572 shares; 2025Q3: 484 shares; 2025Q4: 487 shares 487 $43.1K 0.01% +3 Timeline ETB EATON VANCE TAX MNGED BUY WR More: the full row for EATON VANCE TAX MNGED BUY WR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,813 shares; 2024Q4: 2,813 shares; 2025Q1: 2,813 shares; 2025Q2: 2,813 shares; 2025Q3: 2,813 shares; 2025Q4: 2,813 shares 2,813 $43K 0.01% 0 Timeline SPIP 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: 3,455 shares; 2024Q4: 3,455 shares; 2025Q1: 2,957 shares; 2025Q2: 1,649 shares; 2025Q3: 1,649 shares; 2025Q4: 1,649 shares 1,649 $42.8K 0.01% 0 Timeline FIDU 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: 518 shares; 2024Q4: 518 shares; 2025Q1: 518 shares; 2025Q2: 518 shares; 2025Q3: 518 shares; 2025Q4: 518 shares 518 $42.7K 0.01% 0 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 436 shares 436 $41.9K 0.01% new 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: 900 shares; 2024Q4: 900 shares; 2025Q1: 900 shares; 2025Q2: 900 shares; 2025Q3: 900 shares; 2025Q4: 900 shares 900 $41.2K 0.01% 0 Timeline SHAK SHAKE SHACK INC More: the full row for SHAKE SHACK 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: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares 500 $40.6K 0.01% 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: 1,355 shares; 2024Q4: 1,355 shares; 2025Q1: 822 shares; 2025Q2: 822 shares; 2025Q3: 822 shares; 2025Q4: 822 shares 822 $40.3K 0.01% 0 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,464 shares 1,464 $40.2K 0.01% new 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: 4,482 shares; 2024Q4: 3,337 shares; 2025Q1: 3,337 shares; 2025Q2: 3,337 shares; 2025Q3: 3,337 shares; 2025Q4: 3,337 shares 3,337 $39.7K 0.01% 0 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: 1,500 shares; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 377 shares; 2025Q3: 377 shares; 2025Q4: 377 shares 377 $39.7K 0.01% 0 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: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares 300 $39.5K 0.01% 0 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM 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: 131 shares; 2025Q3: 131 shares; 2025Q4: 126 shares 126 $39.4K 0.01% -5 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 145 shares; 2024Q4: 145 shares; 2025Q1: 145 shares; 2025Q2: 245 shares; 2025Q3: 245 shares; 2025Q4: 245 shares 245 $39.3K 0.01% 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: 52 shares; 2024Q4: 52 shares; 2025Q1: 52 shares; 2025Q2: 52 shares; 2025Q3: 52 shares; 2025Q4: 52 shares 52 $39.2K 0.01% 0 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,645 shares; 2024Q4: 20,663 shares; 2025Q1: 20,748 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 741 shares 741 $39.2K 0.01% new 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: 6 shares; 2024Q4: 6 shares; 2025Q1: not reported; 2025Q2: 55 shares; 2025Q3: 55 shares; 2025Q4: 68 shares 68 $38.5K 0.01% +13 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 282 shares; 2025Q3: 282 shares; 2025Q4: 288 shares 288 $38.2K 0.01% +6 Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares 1,000 $37.4K 0.01% 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: 462 shares; 2024Q4: 409 shares; 2025Q1: 65 shares; 2025Q2: 75 shares; 2025Q3: 75 shares; 2025Q4: 213 shares 213 $37.4K 0.01% +138 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 102 shares; 2025Q3: 102 shares; 2025Q4: 424 shares 424 $37.4K 0.01% +322 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 600 shares; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares 600 $37.3K 0.01% 0 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,831 shares; 2024Q4: 3,416 shares; 2025Q1: 2,470 shares; 2025Q2: 1,568 shares; 2025Q3: 1,008 shares; 2025Q4: 1,008 shares 1,008 $37.2K 0.01% 0 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 190 shares; 2024Q4: 190 shares; 2025Q1: 190 shares; 2025Q2: 190 shares; 2025Q3: 190 shares; 2025Q4: 190 shares 190 $36.9K 0.01% 0 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares 200 $36.8K 0.01% 0 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: 1,650 shares; 2024Q4: 1,650 shares; 2025Q1: 1,400 shares; 2025Q2: 1,025 shares; 2025Q3: 1,025 shares; 2025Q4: 1,177 shares 1,177 $36.4K 0.01% +152 Timeline EIPI FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 440 shares; 2024Q4: 440 shares; 2025Q1: 1,790 shares; 2025Q2: 1,790 shares; 2025Q3: 1,790 shares; 2025Q4: 1,790 shares 1,790 $35.6K 0.01% 0 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 156 shares; 2025Q3: 156 shares; 2025Q4: 156 shares 156 $35.5K 0.01% 0 Timeline TPYP TORTOISE CAPITAL SERIES TRUS More: the full row for TORTOISE CAPITAL SERIES TRUS 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: 1,005 shares; 2025Q3: 1,005 shares; 2025Q4: 1,005 shares 1,005 $35.5K 0.01% 0 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 432 shares; 2024Q4: 1,299 shares; 2025Q1: 1,303 shares; 2025Q2: 1,307 shares; 2025Q3: 1,311 shares; 2025Q4: 1,315 shares 1,315 $35.4K 0.01% +4 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13 shares; 2025Q2: 33 shares; 2025Q3: 33 shares; 2025Q4: 33 shares 33 $35.3K 0.01% 0 Timeline BKAG BNY MELLON ETF TRUST More: the full row for BNY MELLON 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: 833 shares 833 $35.3K 0.01% new Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares 3,000 $35.2K 0.01% 0 Timeline NMRK NEWMARK GROUP INC More: the full row for NEWMARK GROUP 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 $34.7K 0.01% 0 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 301 shares; 2024Q4: 302 shares; 2025Q1: 302 shares; 2025Q2: 302 shares; 2025Q3: 302 shares; 2025Q4: 302 shares 302 $34.6K 0.01% 0 Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 725 shares 725 $34.5K 0.01% new Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,607 shares; 2024Q4: 2,507 shares; 2025Q1: 990 shares; 2025Q2: 565 shares; 2025Q3: 200 shares; 2025Q4: 125 shares 125 $34.4K 0.01% -75 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,017 shares; 2024Q4: 1,017 shares; 2025Q1: 915 shares; 2025Q2: 995 shares; 2025Q3: 445 shares; 2025Q4: 445 shares 445 $34.2K 0.01% 0 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: 70 shares; 2024Q4: 70 shares; 2025Q1: 70 shares; 2025Q2: 89 shares; 2025Q3: 110 shares; 2025Q4: 89 shares 89 $34.1K 0.01% -21 Timeline BIP BROOKFIELD INFRASTRUCTURE PA More: the full row for BROOKFIELD INFRASTRUCTURE PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,944 shares; 2024Q4: 1,944 shares; 2025Q1: 1,944 shares; 2025Q2: 972 shares; 2025Q3: 972 shares; 2025Q4: 972 shares 972 $33.8K 0.01% 0 Timeline EIS 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: 200 shares; 2025Q2: 201 shares; 2025Q3: 301 shares; 2025Q4: 303 shares 303 $33.3K 0.01% +2 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 112 shares; 2025Q3: 112 shares; 2025Q4: 112 shares 112 $33.2K 0.01% 0 Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,000 shares; 2024Q4: 730 shares; 2025Q1: 730 shares; 2025Q2: 1,738 shares; 2025Q3: 1,738 shares; 2025Q4: 2,308 shares 2,308 $33.1K 0.01% +570 Timeline CHWY CHEWY INC More: the full row for CHEWY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares 1,000 $33K 0.01% 0 Timeline EQIX EQUINIX INC More: the full row for EQUINIX 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: 14 shares; 2025Q3: 14 shares; 2025Q4: 42 shares 42 $32.2K 0.01% +28 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 328 shares; 2025Q3: 328 shares; 2025Q4: 1,182 shares 1,182 $32K 0.01% +854 Timeline EVSM MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 600 shares; 2024Q4: 607 shares; 2025Q1: 610 shares; 2025Q2: 615 shares; 2025Q3: 620 shares; 2025Q4: 626 shares 626 $31.5K 0.01% +6 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21 shares; 2024Q4: 21 shares; 2025Q1: not reported; 2025Q2: 75 shares; 2025Q3: 75 shares; 2025Q4: 151 shares 151 $31.4K 0.01% +76 Timeline ESS ESSEX PPTY TR INC More: the full row for ESSEX PPTY TR 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: 120 shares; 2025Q3: 120 shares; 2025Q4: 120 shares 120 $31.4K 0.01% 0 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 230 shares; 2024Q4: 230 shares; 2025Q1: 230 shares; 2025Q2: 230 shares; 2025Q3: 230 shares; 2025Q4: 230 shares 230 $31.4K 0.01% 0 Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE 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: 188 shares 188 $31.2K 0.01% new Timeline XSD 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: 97 shares; 2025Q1: 97 shares; 2025Q2: 97 shares; 2025Q3: 97 shares; 2025Q4: 97 shares 97 $31.2K 0.01% 0 Timeline BEPC BROOKFIELD RENEWABLE CORP More: the full row for BROOKFIELD RENEWABLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 340 shares; 2025Q1: 340 shares; 2025Q2: 340 shares; 2025Q3: 395 shares; 2025Q4: 800 shares 800 $30.7K <0.01% +405 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 617 shares; 2024Q4: 617 shares; 2025Q1: 400 shares; 2025Q2: 455 shares; 2025Q3: 455 shares; 2025Q4: 455 shares 455 $30.6K <0.01% 0 Timeline EFAV 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 shares; 2024Q4: 11 shares; 2025Q1: 11 shares; 2025Q2: 11 shares; 2025Q3: 11 shares; 2025Q4: 354 shares 354 $30.5K <0.01% +343 Timeline IBMR 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: 1,100 shares; 2025Q2: 1,100 shares; 2025Q3: 1,100 shares; 2025Q4: 1,200 shares 1,200 $30.5K <0.01% +100 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,650 shares; 2024Q4: 1,650 shares; 2025Q1: 4,775 shares; 2025Q2: 4,475 shares; 2025Q3: 3,875 shares; 2025Q4: 1,850 shares 1,850 $30.5K <0.01% -2,025 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS 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: 230 shares 230 $30.5K <0.01% new Timeline SAP SAP SE More: the full row for SAP SE 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: 125 shares; 2025Q3: 125 shares; 2025Q4: 125 shares 125 $30.4K <0.01% 0 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86 shares; 2024Q4: 25 shares; 2025Q1: 11 shares; 2025Q2: 64 shares; 2025Q3: 64 shares; 2025Q4: 64 shares 64 $30.1K <0.01% 0 Timeline NJR NEW JERSEY RES CORP More: the full row for NEW JERSEY RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 641 shares; 2024Q4: 641 shares; 2025Q1: 641 shares; 2025Q2: 641 shares; 2025Q3: 641 shares; 2025Q4: 641 shares 641 $29.6K <0.01% 0 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 430 shares; 2024Q4: 431 shares; 2025Q1: 433 shares; 2025Q2: 555 shares; 2025Q3: 429 shares; 2025Q4: 430 shares 430 $29.3K <0.01% +1 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 47 shares; 2025Q3: 47 shares; 2025Q4: 174 shares 174 $29.2K <0.01% +127 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 37 shares; 2025Q1: 37 shares; 2025Q2: 122 shares; 2025Q3: 112 shares; 2025Q4: 112 shares 112 $29K <0.01% 0 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62 shares; 2024Q4: 62 shares; 2025Q1: 62 shares; 2025Q2: 331 shares; 2025Q3: 331 shares; 2025Q4: 331 shares 331 $28.8K <0.01% 0 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,550 shares; 2024Q4: 2,550 shares; 2025Q1: 625 shares; 2025Q2: 675 shares; 2025Q3: 675 shares; 2025Q4: 775 shares 775 $28.7K <0.01% +100 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 807 shares; 2024Q4: 807 shares; 2025Q1: not reported; 2025Q2: 294 shares; 2025Q3: 294 shares; 2025Q4: 294 shares 294 $28K <0.01% 0 Timeline MDYV 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: 450 shares; 2024Q4: 452 shares; 2025Q1: 326 shares; 2025Q2: 327 shares; 2025Q3: 329 shares; 2025Q4: 330 shares 330 $28K <0.01% +1 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 316 shares; 2025Q3: 316 shares; 2025Q4: 316 shares 316 $27.9K <0.01% 0 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: 279 shares; 2025Q3: 279 shares; 2025Q4: 279 shares 279 $27.9K <0.01% 0 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER 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: 375 shares; 2025Q3: 375 shares; 2025Q4: 375 shares 375 $27.9K <0.01% 0 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 259 shares; 2024Q4: 260 shares; 2025Q1: 261 shares; 2025Q2: 262 shares; 2025Q3: 263 shares; 2025Q4: 264 shares 264 $27.8K <0.01% +1 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 215 shares; 2025Q1: 215 shares; 2025Q2: 215 shares; 2025Q3: 215 shares; 2025Q4: 215 shares 215 $27.7K <0.01% 0 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 200 shares; 2025Q4: 200 shares 200 $27.6K <0.01% 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: 705 shares; 2024Q4: 705 shares; 2025Q1: 705 shares; 2025Q2: 705 shares; 2025Q3: 705 shares; 2025Q4: 705 shares 705 $27K <0.01% 0 Timeline BXP BXP INC More: the full row for BXP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40 shares; 2024Q4: 40 shares; 2025Q1: 40 shares; 2025Q2: 40 shares; 2025Q3: 40 shares; 2025Q4: 397 shares 397 $26.8K <0.01% +357 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 230 shares; 2024Q4: 101 shares; 2025Q1: 101 shares; 2025Q2: 117 shares; 2025Q3: 117 shares; 2025Q4: 117 shares 117 $26.7K <0.01% 0 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: 170 shares; 2024Q4: 170 shares; 2025Q1: 170 shares; 2025Q2: 856 shares; 2025Q3: 1,858 shares; 2025Q4: 880 shares 880 $26.3K <0.01% -978 Timeline XNXJX NUVEEN NEW JERSEY More: the full row for NUVEEN NEW JERSEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,060 shares; 2024Q4: 2,060 shares; 2025Q1: 2,060 shares; 2025Q2: 2,060 shares; 2025Q3: 2,060 shares; 2025Q4: 2,060 shares 2,060 $26K <0.01% 0 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,000 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 113 shares; 2025Q3: 113 shares; 2025Q4: 416 shares 416 $26K <0.01% +303 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,500 shares; 2024Q4: 1,500 shares; 2025Q1: 500 shares; 2025Q2: 625 shares; 2025Q3: 625 shares; 2025Q4: 625 shares 625 $25.7K <0.01% 0 Timeline SLYV 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: 348 shares; 2024Q4: 351 shares; 2025Q1: 278 shares; 2025Q2: 279 shares; 2025Q3: 281 shares; 2025Q4: 282 shares 282 $25.6K <0.01% +1 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48 shares; 2024Q4: 48 shares; 2025Q1: 48 shares; 2025Q2: 48 shares; 2025Q3: 48 shares; 2025Q4: 48 shares 48 $25.6K <0.01% 0 Timeline SNPD DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 950 shares; 2024Q4: 950 shares; 2025Q1: 950 shares; 2025Q2: 950 shares; 2025Q3: 950 shares; 2025Q4: 950 shares 950 $25.5K <0.01% 0 Timeline VPL VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 282 shares; 2024Q4: 282 shares; 2025Q1: 282 shares; 2025Q2: 282 shares; 2025Q3: 282 shares; 2025Q4: 282 shares 282 $25.5K <0.01% 0 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 168 shares; 2024Q4: 169 shares; 2025Q1: 169 shares; 2025Q2: 170 shares; 2025Q3: 170 shares; 2025Q4: 171 shares 171 $25.4K <0.01% +1 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 54 shares; 2025Q3: 54 shares; 2025Q4: 54 shares 54 $25.2K <0.01% 0 Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,048 shares; 2025Q1: 557 shares; 2025Q2: 557 shares; 2025Q3: 557 shares; 2025Q4: 557 shares 557 $25.1K <0.01% 0 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64 shares; 2024Q4: 64 shares; 2025Q1: 64 shares; 2025Q2: 128 shares; 2025Q3: 128 shares; 2025Q4: 128 shares 128 $24.9K <0.01% 0 Timeline OC OWENS CORNING NEW More: the full row for OWENS CORNING NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63 shares; 2024Q4: 63 shares; 2025Q1: 63 shares; 2025Q2: 63 shares; 2025Q3: 63 shares; 2025Q4: 219 shares 219 $24.5K <0.01% +156 Timeline OUSA 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: 424 shares; 2024Q4: 424 shares; 2025Q1: 424 shares; 2025Q2: 424 shares; 2025Q3: 424 shares; 2025Q4: 424 shares 424 $24.5K <0.01% 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: 248 shares; 2024Q4: 248 shares; 2025Q1: 248 shares; 2025Q2: 303 shares; 2025Q3: 303 shares; 2025Q4: 303 shares 303 $23.9K <0.01% 0 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 325 shares 325 $23.9K <0.01% new Timeline KOMP 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: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares 400 $23.9K <0.01% 0 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 225 shares; 2025Q1: 225 shares; 2025Q2: 225 shares; 2025Q3: 225 shares; 2025Q4: 225 shares 225 $23.8K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 70 shares; 2025Q3: 70 shares; 2025Q4: 232 shares 232 $23.8K <0.01% +162 Timeline SLVM SYLVAMO CORP More: the full row for SYLVAMO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90 shares; 2024Q4: 90 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 493 shares 493 $23.7K <0.01% new 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: 8,313 shares; 2024Q4: 8,337 shares; 2025Q1: 7,976 shares; 2025Q2: 870 shares; 2025Q3: 352 shares; 2025Q4: 49 shares 49 $23.7K <0.01% -303 Timeline LEA LEAR CORP More: the full row for LEAR 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: 205 shares 205 $23.5K <0.01% new Timeline G GENPACT LIMITED More: the full row for GENPACT LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares 500 $23.4K <0.01% 0 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: 3,430 shares; 2024Q4: 3,430 shares; 2025Q1: 3,763 shares; 2025Q2: 1,431 shares; 2025Q3: 1,631 shares; 2025Q4: 939 shares 939 $23.4K <0.01% -692 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 147 shares; 2024Q4: 89 shares; 2025Q1: 89 shares; 2025Q2: 93 shares; 2025Q3: 93 shares; 2025Q4: 93 shares 93 $23.3K <0.01% 0 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE 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: 151 shares; 2025Q3: 143 shares; 2025Q4: 143 shares 143 $23.2K <0.01% 0 Timeline CSQ CALAMOS STRATEGIC TOTAL RETU More: the full row for CALAMOS STRATEGIC TOTAL RETU 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: 1,200 shares; 2025Q3: 1,200 shares; 2025Q4: 1,200 shares 1,200 $23K <0.01% 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: 98 shares; 2024Q4: 196 shares; 2025Q1: not reported; 2025Q2: 34 shares; 2025Q3: 34 shares; 2025Q4: 124 shares 124 $22.8K <0.01% +90 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER 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: 33 shares; 2025Q3: 33 shares; 2025Q4: 51 shares 51 $22.7K <0.01% +18 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 219 shares 219 $22.4K <0.01% new 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: 600 shares; 2024Q4: 600 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 250 shares 250 $22.4K <0.01% 0 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO 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: 340 shares 340 $22.3K <0.01% new 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: 299 shares; 2024Q4: 299 shares; 2025Q1: 299 shares; 2025Q2: 382 shares; 2025Q3: 382 shares; 2025Q4: 382 shares 382 $22.3K <0.01% 0 Timeline PZZA PAPA JOHNS INTL INC More: the full row for PAPA JOHNS INTL 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: 575 shares 575 $22.1K <0.01% new Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26 shares; 2024Q4: 26 shares; 2025Q1: 26 shares; 2025Q2: 38 shares; 2025Q3: 38 shares; 2025Q4: 38 shares 38 $22K <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: 975 shares; 2025Q4: 975 shares 975 $21.9K <0.01% 0 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS 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: 129 shares; 2025Q3: 129 shares; 2025Q4: 129 shares 129 $21.9K <0.01% 0 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21 shares; 2024Q4: 21 shares; 2025Q1: not reported; 2025Q2: 76 shares; 2025Q3: 76 shares; 2025Q4: 76 shares 76 $21.8K <0.01% 0 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,387 shares; 2024Q4: 277 shares; 2025Q1: 10 shares; 2025Q2: 61 shares; 2025Q3: 61 shares; 2025Q4: 61 shares 61 $21.4K <0.01% 0 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: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 792 shares 792 $20.8K <0.01% new Timeline GEM GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,697 shares; 2024Q4: 1,697 shares; 2025Q1: 497 shares; 2025Q2: 497 shares; 2025Q3: 497 shares; 2025Q4: 497 shares 497 $20.7K <0.01% 0 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: 297 shares; 2024Q4: not reported; 2025Q1: 700 shares; 2025Q2: 246 shares; 2025Q3: 246 shares; 2025Q4: 246 shares 246 $20.1K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 146 shares; 2025Q3: 146 shares; 2025Q4: 146 shares 146 $19.9K <0.01% 0 Timeline HYGH ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 225 shares; 2024Q4: 225 shares; 2025Q1: 225 shares; 2025Q2: 225 shares; 2025Q3: 225 shares; 2025Q4: 225 shares 225 $19.4K <0.01% 0 Timeline AVA AVISTA CORP More: the full row for AVISTA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares 500 $19.3K <0.01% 0 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120 shares; 2024Q4: 120 shares; 2025Q1: 120 shares; 2025Q2: 120 shares; 2025Q3: 120 shares; 2025Q4: 120 shares 120 $19.1K <0.01% 0 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 509 shares; 2024Q4: 509 shares; 2025Q1: 438 shares; 2025Q2: 438 shares; 2025Q3: 438 shares; 2025Q4: 438 shares 438 $19.1K <0.01% 0 Timeline DOX AMDOCS LTD More: the full row for AMDOCS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 225 shares; 2024Q4: 225 shares; 2025Q1: 225 shares; 2025Q2: 225 shares; 2025Q3: 225 shares; 2025Q4: 235 shares 235 $18.9K <0.01% +10 Timeline MLPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 310 shares; 2024Q4: 310 shares; 2025Q1: 310 shares; 2025Q2: 310 shares; 2025Q3: 310 shares; 2025Q4: 310 shares 310 $18.8K <0.01% 0 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,750 shares; 2024Q4: 1,750 shares; 2025Q1: 1,073 shares; 2025Q2: 750 shares; 2025Q3: 750 shares; 2025Q4: 773 shares 773 $18.7K <0.01% +23 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: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: not reported; 2025Q2: 365 shares; 2025Q3: 365 shares; 2025Q4: 365 shares 365 $18.5K <0.01% 0 Timeline PGX 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: 1,206 shares; 2024Q4: 1,206 shares; 2025Q1: 1,206 shares; 2025Q2: 1,206 shares; 2025Q3: 1,206 shares; 2025Q4: 1,627 shares 1,627 $18.3K <0.01% +421 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 152 shares 152 $18.1K <0.01% new Timeline USIG 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: 350 shares; 2024Q4: 350 shares; 2025Q1: 350 shares; 2025Q2: 350 shares; 2025Q3: 350 shares; 2025Q4: 350 shares 350 $18.1K <0.01% 0 Timeline USAI PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 470 shares; 2024Q4: 470 shares; 2025Q1: 470 shares; 2025Q2: 470 shares; 2025Q3: 470 shares; 2025Q4: 470 shares 470 $17.9K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 500 shares; 2025Q3: 504 shares; 2025Q4: 508 shares 508 $17.8K <0.01% +4 Timeline WMG WARNER MUSIC GROUP CORP More: the full row for WARNER MUSIC GROUP 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: 579 shares 579 $17.8K <0.01% new Timeline TER TERADYNE INC More: the full row for TERADYNE 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: 90 shares; 2025Q3: 90 shares; 2025Q4: 90 shares 90 $17.4K <0.01% 0 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS 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: 99 shares; 2025Q3: 99 shares; 2025Q4: 99 shares 99 $17.4K <0.01% 0 Timeline MANH MANHATTAN ASSOCIATES INC More: the full row for MANHATTAN ASSOCIATES 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: 100 shares; 2025Q4: 100 shares 100 $17.3K <0.01% 0 Timeline