XLG 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: 980,006 shares; 2024Q4: 1,092,153 shares; 2025Q1: 1,449,886 shares; 2025Q2: 2,682,223 shares; 2025Q3: 2,741,301 shares; 2025Q4: 2,467,017 shares 2,467,017 $146M 8.24% -274,284 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: 352,720 shares; 2024Q4: 352,176 shares; 2025Q1: 351,908 shares; 2025Q2: 355,616 shares; 2025Q3: 355,384 shares; 2025Q4: 358,106 shares 358,106 $115M 6.5% +2,722 Timeline BKDV BNY MELLON ETF TRUST II More: the full row for BNY MELLON ETF TRUST 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: 911,018 shares; 2025Q2: 3,607,616 shares; 2025Q3: 3,709,142 shares; 2025Q4: 3,807,835 shares 3,807,835 $111M 6.23% +98,693 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: 369,901 shares; 2024Q4: 370,624 shares; 2025Q1: 368,031 shares; 2025Q2: 376,641 shares; 2025Q3: 374,872 shares; 2025Q4: 371,902 shares 371,902 $101M 5.7% -2,970 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: 121,492 shares; 2024Q4: 120,539 shares; 2025Q1: 124,542 shares; 2025Q2: 127,637 shares; 2025Q3: 127,812 shares; 2025Q4: 122,440 shares 122,440 $59.7M 3.37% -5,372 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: 109,082 shares; 2024Q4: 108,725 shares; 2025Q1: 108,862 shares; 2025Q2: 112,017 shares; 2025Q3: 111,393 shares; 2025Q4: 112,960 shares 112,960 $54.6M 3.08% +1,567 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: 185,797 shares; 2024Q4: 176,371 shares; 2025Q1: 234,363 shares; 2025Q2: 294,002 shares; 2025Q3: 289,852 shares; 2025Q4: 281,153 shares 281,153 $52.4M 2.96% -8,699 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: 253,423 shares; 2024Q4: 249,917 shares; 2025Q1: 242,690 shares; 2025Q2: 243,543 shares; 2025Q3: 244,233 shares; 2025Q4: 231,695 shares 231,695 $50.9M 2.87% -12,538 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: 156,385 shares; 2024Q4: 150,783 shares; 2025Q1: 152,084 shares; 2025Q2: 161,377 shares; 2025Q3: 160,548 shares; 2025Q4: 164,361 shares 164,361 $37.9M 2.14% +3,813 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: 94,402 shares; 2024Q4: 96,037 shares; 2025Q1: 95,819 shares; 2025Q2: 96,407 shares; 2025Q3: 94,961 shares; 2025Q4: 95,443 shares 95,443 $29.9M 1.69% +482 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: 89,753 shares; 2024Q4: 90,025 shares; 2025Q1: 89,806 shares; 2025Q2: 94,138 shares; 2025Q3: 93,814 shares; 2025Q4: 95,124 shares 95,124 $29.8M 1.68% +1,310 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: 85,650 shares; 2024Q4: 85,041 shares; 2025Q1: 84,814 shares; 2025Q2: 84,774 shares; 2025Q3: 84,101 shares; 2025Q4: 87,327 shares 87,327 $29.3M 1.65% +3,226 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: 52,059 shares; 2024Q4: 52,083 shares; 2025Q1: 53,815 shares; 2025Q2: 55,483 shares; 2025Q3: 58,002 shares; 2025Q4: 57,848 shares 57,848 $25.7M 1.45% -154 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: 113,034 shares; 2024Q4: 111,779 shares; 2025Q1: 112,414 shares; 2025Q2: 111,234 shares; 2025Q3: 111,468 shares; 2025Q4: 113,197 shares 113,197 $23.4M 1.32% +1,729 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: 123,760 shares; 2024Q4: 123,096 shares; 2025Q1: 122,307 shares; 2025Q2: 121,828 shares; 2025Q3: 121,467 shares; 2025Q4: 118,681 shares 118,681 $21.8M 1.23% -2,786 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: 60,624 shares; 2024Q4: 61,832 shares; 2025Q1: 70,695 shares; 2025Q2: 63,913 shares; 2025Q3: 65,172 shares; 2025Q4: 58,702 shares 58,702 $21.1M 1.19% -6,470 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: 67,952 shares; 2024Q4: 67,779 shares; 2025Q1: 67,645 shares; 2025Q2: 68,208 shares; 2025Q3: 68,175 shares; 2025Q4: 68,901 shares 68,901 $21.1M 1.19% +726 Timeline SMTH 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: 1,157,597 shares; 2024Q4: 1,082,578 shares; 2025Q1: 997,835 shares; 2025Q2: 785,243 shares; 2025Q3: 766,311 shares; 2025Q4: 710,938 shares 710,938 $18.5M 1.04% -55,373 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: 544,207 shares; 2024Q4: 1,750,141 shares; 2025Q1: 947,851 shares; 2025Q2: 950,714 shares; 2025Q3: 719,176 shares; 2025Q4: 648,597 shares 648,597 $17.8M 1% -70,579 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: 57,345 shares; 2024Q4: 57,124 shares; 2025Q1: 55,905 shares; 2025Q2: 56,295 shares; 2025Q3: 56,645 shares; 2025Q4: 59,024 shares 59,024 $17.5M 0.99% +2,379 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: 131,289 shares; 2024Q4: 126,129 shares; 2025Q1: 120,283 shares; 2025Q2: 119,932 shares; 2025Q3: 119,660 shares; 2025Q4: 118,948 shares 118,948 $17.1M 0.96% -712 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: 19,361 shares; 2024Q4: 18,860 shares; 2025Q1: 18,871 shares; 2025Q2: 19,080 shares; 2025Q3: 18,764 shares; 2025Q4: 18,646 shares 18,646 $16.4M 0.92% -118 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: 194,075 shares; 2024Q4: 193,258 shares; 2025Q1: 193,143 shares; 2025Q2: 192,456 shares; 2025Q3: 192,098 shares; 2025Q4: 193,042 shares 193,042 $14.9M 0.84% +944 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: 39,800 shares; 2024Q4: 39,582 shares; 2025Q1: 39,373 shares; 2025Q2: 40,790 shares; 2025Q3: 41,626 shares; 2025Q4: 42,866 shares 42,866 $14.8M 0.83% +1,240 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: 22,712 shares; 2024Q4: 22,709 shares; 2025Q1: 25,053 shares; 2025Q2: 28,482 shares; 2025Q3: 28,409 shares; 2025Q4: 27,411 shares 27,411 $13.8M 0.78% -998 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: 38,890 shares; 2024Q4: 38,618 shares; 2025Q1: 37,529 shares; 2025Q2: 39,437 shares; 2025Q3: 39,130 shares; 2025Q4: 39,133 shares 39,133 $13.7M 0.77% +3 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: 6,577 shares; 2024Q4: 6,543 shares; 2025Q1: 6,616 shares; 2025Q2: 6,755 shares; 2025Q3: 6,802 shares; 2025Q4: 12,674 shares 12,674 $13.6M 0.77% +5,872 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 274,591 shares; 2024Q4: 312,197 shares; 2025Q1: 329,088 shares; 2025Q2: 334,480 shares; 2025Q3: 343,136 shares; 2025Q4: 342,637 shares 342,637 $13.1M 0.74% -499 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: 10,040 shares; 2024Q4: 10,208 shares; 2025Q1: 11,237 shares; 2025Q2: 15,642 shares; 2025Q3: 15,459 shares; 2025Q4: 19,680 shares 19,680 $13M 0.73% +4,221 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: 18,081 shares; 2024Q4: 17,698 shares; 2025Q1: 17,761 shares; 2025Q2: 17,468 shares; 2025Q3: 17,349 shares; 2025Q4: 16,897 shares 16,897 $12.7M 0.72% -452 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: 18,201 shares; 2024Q4: 18,121 shares; 2025Q1: 18,180 shares; 2025Q2: 18,190 shares; 2025Q3: 18,255 shares; 2025Q4: 18,466 shares 18,466 $12.6M 0.71% +211 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: 22,250 shares; 2024Q4: 21,696 shares; 2025Q1: 21,547 shares; 2025Q2: 21,240 shares; 2025Q3: 21,409 shares; 2025Q4: 21,733 shares 21,733 $12.4M 0.7% +324 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: 72,334 shares; 2024Q4: 72,246 shares; 2025Q1: 71,728 shares; 2025Q2: 80,825 shares; 2025Q3: 83,931 shares; 2025Q4: 98,554 shares 98,554 $11.9M 0.67% +14,623 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: 299,307 shares; 2024Q4: 290,966 shares; 2025Q1: 234,414 shares; 2025Q2: 197,265 shares; 2025Q3: 220,026 shares; 2025Q4: 222,970 shares 222,970 $11.4M 0.64% +2,944 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: 63,710 shares; 2024Q4: 60,107 shares; 2025Q1: 61,887 shares; 2025Q2: 60,008 shares; 2025Q3: 57,424 shares; 2025Q4: 57,740 shares 57,740 $11.3M 0.63% +316 Timeline FMHI 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: 351,632 shares; 2024Q4: 341,570 shares; 2025Q1: 317,181 shares; 2025Q2: 295,682 shares; 2025Q3: 287,319 shares; 2025Q4: 230,094 shares 230,094 $11M 0.62% -57,225 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: 20,109 shares; 2024Q4: 18,165 shares; 2025Q1: 19,040 shares; 2025Q2: 22,925 shares; 2025Q3: 23,364 shares; 2025Q4: 24,004 shares 24,004 $10.8M 0.61% +640 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: 75,026 shares; 2024Q4: 74,192 shares; 2025Q1: 73,066 shares; 2025Q2: 73,203 shares; 2025Q3: 73,853 shares; 2025Q4: 74,250 shares 74,250 $10.6M 0.6% +397 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: 51,350 shares; 2024Q4: 45,715 shares; 2025Q1: 32,564 shares; 2025Q2: 30,358 shares; 2025Q3: 31,008 shares; 2025Q4: 31,766 shares 31,766 $10.4M 0.59% +758 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: 96,095 shares; 2024Q4: 92,884 shares; 2025Q1: 92,111 shares; 2025Q2: 83,830 shares; 2025Q3: 82,219 shares; 2025Q4: 95,063 shares 95,063 $10M 0.57% +12,844 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: 31,388 shares; 2024Q4: 31,927 shares; 2025Q1: 31,541 shares; 2025Q2: 30,916 shares; 2025Q3: 30,658 shares; 2025Q4: 31,380 shares 31,380 $9.11M 0.51% +722 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: 27,661 shares; 2024Q4: 27,431 shares; 2025Q1: 28,017 shares; 2025Q2: 27,693 shares; 2025Q3: 27,094 shares; 2025Q4: 26,745 shares 26,745 $9M 0.51% -349 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: 99,078 shares; 2024Q4: 102,907 shares; 2025Q1: 104,922 shares; 2025Q2: 104,317 shares; 2025Q3: 102,920 shares; 2025Q4: 100,551 shares 100,551 $8.77M 0.49% -2,369 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: 72,418 shares; 2024Q4: 72,143 shares; 2025Q1: 74,058 shares; 2025Q2: 76,755 shares; 2025Q3: 75,912 shares; 2025Q4: 82,266 shares 82,266 $8.66M 0.49% +6,354 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: 86,446 shares; 2024Q4: 85,506 shares; 2025Q1: 117,543 shares; 2025Q2: 142,058 shares; 2025Q3: 142,672 shares; 2025Q4: 145,107 shares 145,107 $8.43M 0.48% +2,435 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: 17,277 shares; 2024Q4: 16,947 shares; 2025Q1: 16,812 shares; 2025Q2: 16,292 shares; 2025Q3: 16,332 shares; 2025Q4: 16,363 shares 16,363 $8.35M 0.47% +31 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: 38,903 shares; 2024Q4: 39,102 shares; 2025Q1: 38,777 shares; 2025Q2: 53,001 shares; 2025Q3: 53,639 shares; 2025Q4: 52,949 shares 52,949 $8.07M 0.45% -690 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: 13,209 shares; 2024Q4: 13,185 shares; 2025Q1: 13,185 shares; 2025Q2: 13,238 shares; 2025Q3: 15,534 shares; 2025Q4: 13,130 shares 13,130 $8.07M 0.45% -2,404 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: 86,063 shares; 2024Q4: 84,986 shares; 2025Q1: 84,121 shares; 2025Q2: 83,771 shares; 2025Q3: 84,825 shares; 2025Q4: 107,769 shares 107,769 $7.53M 0.42% +22,944 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,646 shares; 2024Q4: 33,751 shares; 2025Q1: 33,136 shares; 2025Q2: 32,803 shares; 2025Q3: 32,935 shares; 2025Q4: 32,956 shares 32,956 $7.53M 0.42% +21 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: 45,842 shares; 2024Q4: 44,977 shares; 2025Q1: 44,771 shares; 2025Q2: 43,624 shares; 2025Q3: 44,506 shares; 2025Q4: 45,310 shares 45,310 $7.25M 0.41% +804 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: 115,054 shares; 2024Q4: 114,714 shares; 2025Q1: 115,335 shares; 2025Q2: 115,692 shares; 2025Q3: 119,372 shares; 2025Q4: 120,058 shares 120,058 $6.6M 0.37% +686 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: 40,534 shares; 2024Q4: 39,775 shares; 2025Q1: 40,825 shares; 2025Q2: 40,511 shares; 2025Q3: 37,865 shares; 2025Q4: 36,931 shares 36,931 $6.32M 0.36% -934 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,724 shares; 2025Q1: 5,729 shares; 2025Q2: 5,585 shares; 2025Q3: 5,585 shares; 2025Q4: 5,714 shares 5,714 $6.12M 0.34% +129 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,362 shares; 2024Q4: 43,566 shares; 2025Q1: 38,398 shares; 2025Q2: 43,065 shares; 2025Q3: 43,265 shares; 2025Q4: 42,916 shares 42,916 $6.06M 0.34% -349 Timeline XMHQ 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: 74,319 shares; 2024Q4: 74,236 shares; 2025Q1: 72,159 shares; 2025Q2: 67,824 shares; 2025Q3: 62,476 shares; 2025Q4: 59,028 shares 59,028 $6.05M 0.34% -3,448 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: 7,562 shares; 2024Q4: 7,522 shares; 2025Q1: 7,614 shares; 2025Q2: 13,744 shares; 2025Q3: 16,453 shares; 2025Q4: 17,676 shares 17,676 $5.84M 0.33% +1,223 Timeline OFLX OMEGA FLEX INC More: the full row for OMEGA FLEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 192,275 shares; 2024Q4: 192,275 shares; 2025Q1: 192,275 shares; 2025Q2: 192,275 shares; 2025Q3: 192,275 shares; 2025Q4: 192,275 shares 192,275 $5.66M 0.32% 0 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,609 shares; 2024Q4: 27,662 shares; 2025Q1: 27,330 shares; 2025Q2: 26,332 shares; 2025Q3: 26,337 shares; 2025Q4: 26,267 shares 26,267 $5.64M 0.32% -70 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: 35,555 shares; 2024Q4: 35,183 shares; 2025Q1: 34,696 shares; 2025Q2: 34,423 shares; 2025Q3: 34,175 shares; 2025Q4: 35,044 shares 35,044 $5.62M 0.32% +869 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: 24,995 shares; 2024Q4: 24,160 shares; 2025Q1: 24,005 shares; 2025Q2: 23,893 shares; 2025Q3: 23,895 shares; 2025Q4: 24,887 shares 24,887 $5.47M 0.31% +992 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: 110,576 shares; 2024Q4: 112,396 shares; 2025Q1: 121,828 shares; 2025Q2: 111,704 shares; 2025Q3: 111,742 shares; 2025Q4: 95,255 shares 95,255 $5.45M 0.31% -16,487 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: 5,719 shares; 2024Q4: 5,735 shares; 2025Q1: 5,545 shares; 2025Q2: 6,043 shares; 2025Q3: 6,009 shares; 2025Q4: 6,250 shares 6,250 $5.39M 0.3% +241 Timeline XMMO 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: 1,739 shares; 2025Q3: 14,269 shares; 2025Q4: 38,776 shares 38,776 $5.37M 0.3% +24,507 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: 25,105 shares; 2024Q4: 25,105 shares; 2025Q1: 25,105 shares; 2025Q2: 25,110 shares; 2025Q3: 25,110 shares; 2025Q4: 25,110 shares 25,110 $5.23M 0.29% 0 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: 35,350 shares; 2024Q4: 35,041 shares; 2025Q1: 36,792 shares; 2025Q2: 39,528 shares; 2025Q3: 39,213 shares; 2025Q4: 39,214 shares 39,214 $5.2M 0.29% +1 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: 109,820 shares; 2024Q4: 114,810 shares; 2025Q1: 119,466 shares; 2025Q2: 112,944 shares; 2025Q3: 47,028 shares; 2025Q4: 45,406 shares 45,406 $5.17M 0.29% -1,622 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: 12,226 shares; 2024Q4: 25,674 shares; 2025Q1: 26,144 shares; 2025Q2: 28,656 shares; 2025Q3: 27,401 shares; 2025Q4: 27,331 shares 27,331 $5.03M 0.28% -70 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: 21,643 shares; 2024Q4: 21,543 shares; 2025Q1: 22,433 shares; 2025Q2: 23,423 shares; 2025Q3: 23,998 shares; 2025Q4: 23,646 shares 23,646 $4.94M 0.28% -352 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: 35,914 shares; 2024Q4: 41,812 shares; 2025Q1: 40,236 shares; 2025Q2: 38,949 shares; 2025Q3: 39,910 shares; 2025Q4: 41,614 shares 41,614 $4.88M 0.27% +1,704 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,212 shares; 2024Q4: 42,185 shares; 2025Q1: 42,294 shares; 2025Q2: 42,333 shares; 2025Q3: 43,796 shares; 2025Q4: 42,679 shares 42,679 $4.82M 0.27% -1,117 Timeline MGV 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: 30,310 shares; 2024Q4: 35,692 shares; 2025Q1: 34,535 shares; 2025Q2: 34,790 shares; 2025Q3: 34,650 shares; 2025Q4: 34,110 shares 34,110 $4.81M 0.27% -540 Timeline IDVO AMPLIFY ETF TR More: the full row for AMPLIFY 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: 18,833 shares; 2025Q3: 43,856 shares; 2025Q4: 123,149 shares 123,149 $4.72M 0.27% +79,293 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: 16,995 shares; 2024Q4: 16,870 shares; 2025Q1: 15,997 shares; 2025Q2: 15,377 shares; 2025Q3: 15,927 shares; 2025Q4: 15,927 shares 15,927 $4.62M 0.26% 0 Timeline PWRD TCW ETF TRUST More: the full row for TCW 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: 4,200 shares; 2025Q2: 4,200 shares; 2025Q3: 14,210 shares; 2025Q4: 47,977 shares 47,977 $4.61M 0.26% +33,767 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: 18,057 shares; 2024Q4: 18,157 shares; 2025Q1: 23,782 shares; 2025Q2: 32,061 shares; 2025Q3: 31,927 shares; 2025Q4: 29,805 shares 29,805 $4.59M 0.26% -2,122 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7 shares; 2024Q4: 7 shares; 2025Q1: 7 shares; 2025Q2: 6 shares; 2025Q3: 6 shares; 2025Q4: 6 shares 6 $4.53M 0.26% 0 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: 41,948 shares; 2024Q4: 42,793 shares; 2025Q1: 42,734 shares; 2025Q2: 42,797 shares; 2025Q3: 43,122 shares; 2025Q4: 44,532 shares 44,532 $4.49M 0.25% +1,410 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,209 shares; 2024Q4: 76,434 shares; 2025Q1: 81,664 shares; 2025Q2: 81,360 shares; 2025Q3: 79,259 shares; 2025Q4: 78,037 shares 78,037 $4.42M 0.25% -1,222 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: 22,104 shares; 2024Q4: 21,085 shares; 2025Q1: 19,500 shares; 2025Q2: 19,536 shares; 2025Q3: 19,522 shares; 2025Q4: 19,489 shares 19,489 $4.23M 0.24% -33 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: 21,400 shares; 2024Q4: 12,289 shares; 2025Q1: 21,682 shares; 2025Q2: 24,554 shares; 2025Q3: 22,238 shares; 2025Q4: 22,622 shares 22,622 $4.02M 0.23% +384 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: 2,746 shares; 2025Q1: 3,621 shares; 2025Q2: 4,157 shares; 2025Q3: 3,639 shares; 2025Q4: 3,742 shares 3,742 $4M 0.23% +103 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: 18,343 shares; 2024Q4: 18,140 shares; 2025Q1: 18,140 shares; 2025Q2: 20,558 shares; 2025Q3: 19,251 shares; 2025Q4: 35,185 shares 35,185 $3.92M 0.22% +15,934 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: 193,674 shares; 2024Q4: 190,017 shares; 2025Q1: 173,876 shares; 2025Q2: 163,543 shares; 2025Q3: 162,035 shares; 2025Q4: 157,218 shares 157,218 $3.91M 0.22% -4,817 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: 31,055 shares; 2024Q4: 34,920 shares; 2025Q1: 35,255 shares; 2025Q2: 33,844 shares; 2025Q3: 33,274 shares; 2025Q4: 33,224 shares 33,224 $3.83M 0.22% -50 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: 50,031 shares; 2024Q4: 49,356 shares; 2025Q1: 49,358 shares; 2025Q2: 49,358 shares; 2025Q3: 49,358 shares; 2025Q4: 49,560 shares 49,560 $3.74M 0.21% +202 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,086 shares; 2024Q4: 5,077 shares; 2025Q1: 5,050 shares; 2025Q2: 5,561 shares; 2025Q3: 5,374 shares; 2025Q4: 5,853 shares 5,853 $3.67M 0.21% +479 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: 7,180 shares; 2024Q4: 7,318 shares; 2025Q1: 7,209 shares; 2025Q2: 7,288 shares; 2025Q3: 7,276 shares; 2025Q4: 7,541 shares 7,541 $3.65M 0.21% +265 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: 3,828 shares; 2024Q4: 3,828 shares; 2025Q1: 3,834 shares; 2025Q2: 3,855 shares; 2025Q3: 3,845 shares; 2025Q4: 38,468 shares 38,468 $3.61M 0.2% +34,623 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: 19,072 shares; 2024Q4: 18,517 shares; 2025Q1: 18,736 shares; 2025Q2: 18,697 shares; 2025Q3: 18,697 shares; 2025Q4: 18,629 shares 18,629 $3.56M 0.2% -68 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: 31,984 shares; 2024Q4: 29,419 shares; 2025Q1: 29,320 shares; 2025Q2: 21,161 shares; 2025Q3: 18,714 shares; 2025Q4: 24,759 shares 24,759 $3.55M 0.2% +6,045 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,057 shares; 2024Q4: 40,695 shares; 2025Q1: 61,534 shares; 2025Q2: 56,369 shares; 2025Q3: 58,663 shares; 2025Q4: 59,713 shares 59,713 $3.5M 0.2% +1,050 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: 37,155 shares; 2024Q4: 37,255 shares; 2025Q1: 37,255 shares; 2025Q2: 37,248 shares; 2025Q3: 37,095 shares; 2025Q4: 37,313 shares 37,313 $3.49M 0.2% +218 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,501 shares; 2024Q4: 98,843 shares; 2025Q1: 94,233 shares; 2025Q2: 93,961 shares; 2025Q3: 93,965 shares; 2025Q4: 93,975 shares 93,975 $3.46M 0.2% +10 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: 8,937 shares; 2024Q4: 8,937 shares; 2025Q1: 8,937 shares; 2025Q2: 8,937 shares; 2025Q3: 8,937 shares; 2025Q4: 8,937 shares 8,937 $3.43M 0.19% 0 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: 26,147 shares; 2024Q4: 26,204 shares; 2025Q1: 26,204 shares; 2025Q2: 26,204 shares; 2025Q3: 26,204 shares; 2025Q4: 26,204 shares 26,204 $3.38M 0.19% 0 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,074 shares; 2024Q4: 21,829 shares; 2025Q1: 21,808 shares; 2025Q2: 21,733 shares; 2025Q3: 21,733 shares; 2025Q4: 21,411 shares 21,411 $3.36M 0.19% -322 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,039 shares; 2024Q4: 4,943 shares; 2025Q1: 4,944 shares; 2025Q2: 5,928 shares; 2025Q3: 5,868 shares; 2025Q4: 5,874 shares 5,874 $3.35M 0.19% +6 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: 13,981 shares; 2024Q4: 13,998 shares; 2025Q1: 13,698 shares; 2025Q2: 13,696 shares; 2025Q3: 13,696 shares; 2025Q4: 13,627 shares 13,627 $3.29M 0.19% -69 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: 35,406 shares; 2024Q4: 36,456 shares; 2025Q1: 34,951 shares; 2025Q2: 35,757 shares; 2025Q3: 41,352 shares; 2025Q4: 40,004 shares 40,004 $3.21M 0.18% -1,348 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: 8,381 shares; 2024Q4: 8,331 shares; 2025Q1: 9,016 shares; 2025Q2: 8,826 shares; 2025Q3: 8,554 shares; 2025Q4: 8,597 shares 8,597 $3.18M 0.18% +43 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: 20,963 shares; 2024Q4: 19,973 shares; 2025Q1: 19,171 shares; 2025Q2: 18,916 shares; 2025Q3: 20,425 shares; 2025Q4: 20,489 shares 20,489 $3.17M 0.18% +64 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: 16,203 shares; 2024Q4: 16,194 shares; 2025Q1: 16,259 shares; 2025Q2: 15,949 shares; 2025Q3: 16,304 shares; 2025Q4: 16,150 shares 16,150 $3.15M 0.18% -154 Timeline IPKW 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: 18,842 shares; 2025Q2: 18,072 shares; 2025Q3: 18,807 shares; 2025Q4: 56,137 shares 56,137 $3.12M 0.18% +37,330 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: 66,512 shares; 2024Q4: 64,558 shares; 2025Q1: 64,575 shares; 2025Q2: 63,046 shares; 2025Q3: 62,783 shares; 2025Q4: 63,300 shares 63,300 $3.12M 0.18% +517 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: 11,185 shares; 2024Q4: 11,065 shares; 2025Q1: 10,865 shares; 2025Q2: 10,869 shares; 2025Q3: 10,784 shares; 2025Q4: 10,784 shares 10,784 $3.11M 0.18% 0 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,603 shares; 2024Q4: 17,313 shares; 2025Q1: 17,963 shares; 2025Q2: 19,913 shares; 2025Q3: 19,913 shares; 2025Q4: 21,302 shares 21,302 $2.96M 0.17% +1,389 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: 28,435 shares; 2024Q4: 28,341 shares; 2025Q1: 28,604 shares; 2025Q2: 28,630 shares; 2025Q3: 26,917 shares; 2025Q4: 16,608 shares 16,608 $2.88M 0.16% -10,309 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: 20,041 shares; 2024Q4: 20,536 shares; 2025Q1: 9,536 shares; 2025Q2: 9,548 shares; 2025Q3: 9,311 shares; 2025Q4: 9,340 shares 9,340 $2.88M 0.16% +29 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: 10,949 shares; 2024Q4: 10,962 shares; 2025Q1: 10,327 shares; 2025Q2: 10,331 shares; 2025Q3: 10,331 shares; 2025Q4: 10,927 shares 10,927 $2.81M 0.16% +596 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: 8,473 shares; 2024Q4: 8,529 shares; 2025Q1: 8,477 shares; 2025Q2: 8,503 shares; 2025Q3: 10,470 shares; 2025Q4: 19,441 shares 19,441 $2.8M 0.16% +8,971 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,771 shares; 2024Q4: 2,771 shares; 2025Q1: 2,771 shares; 2025Q2: 2,771 shares; 2025Q3: 2,771 shares; 2025Q4: 2,771 shares 2,771 $2.8M 0.16% 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: 26,944 shares; 2024Q4: 26,376 shares; 2025Q1: 24,911 shares; 2025Q2: 24,492 shares; 2025Q3: 24,009 shares; 2025Q4: 23,623 shares 23,623 $2.69M 0.15% -386 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: 2,884 shares; 2024Q4: 2,884 shares; 2025Q1: 2,884 shares; 2025Q2: 3,162 shares; 2025Q3: 3,137 shares; 2025Q4: 3,017 shares 3,017 $2.65M 0.15% -120 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: 15,783 shares; 2024Q4: 15,783 shares; 2025Q1: 15,783 shares; 2025Q2: 16,818 shares; 2025Q3: 16,598 shares; 2025Q4: 16,482 shares 16,482 $2.53M 0.14% -116 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: 9,224 shares; 2024Q4: 9,209 shares; 2025Q1: 9,259 shares; 2025Q2: 9,641 shares; 2025Q3: 9,635 shares; 2025Q4: 9,441 shares 9,441 $2.5M 0.14% -194 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,930 shares; 2024Q4: 9,936 shares; 2025Q1: 9,939 shares; 2025Q2: 9,694 shares; 2025Q3: 9,621 shares; 2025Q4: 9,673 shares 9,673 $2.5M 0.14% +52 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: 11,080 shares; 2025Q2: 15,030 shares; 2025Q3: 14,389 shares; 2025Q4: 14,462 shares 14,462 $2.33M 0.13% +73 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,592 shares; 2024Q4: 11,862 shares; 2025Q1: 11,862 shares; 2025Q2: 11,588 shares; 2025Q3: 11,588 shares; 2025Q4: 11,548 shares 11,548 $2.31M 0.13% -40 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: 57,830 shares; 2024Q4: 49,280 shares; 2025Q1: 51,005 shares; 2025Q2: 51,005 shares; 2025Q3: 51,135 shares; 2025Q4: 51,335 shares 51,335 $2.24M 0.13% +200 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: 3,677 shares; 2024Q4: 3,262 shares; 2025Q1: 3,722 shares; 2025Q2: 3,736 shares; 2025Q3: 3,726 shares; 2025Q4: 3,751 shares 3,751 $2.12M 0.12% +25 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: 5,943 shares; 2024Q4: 6,069 shares; 2025Q1: 6,729 shares; 2025Q2: 6,749 shares; 2025Q3: 6,694 shares; 2025Q4: 6,645 shares 6,645 $2.12M 0.12% -49 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: 11,674 shares; 2024Q4: 11,627 shares; 2025Q1: 11,640 shares; 2025Q2: 11,664 shares; 2025Q3: 11,600 shares; 2025Q4: 11,837 shares 11,837 $2.1M 0.12% +237 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: 3,132 shares; 2024Q4: 3,132 shares; 2025Q1: 3,237 shares; 2025Q2: 3,713 shares; 2025Q3: 3,558 shares; 2025Q4: 3,571 shares 3,571 $2.07M 0.12% +13 Timeline JMUB 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: 40,151 shares 40,151 $2.03M 0.11% new Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,552 shares; 2024Q4: 7,255 shares; 2025Q1: 7,255 shares; 2025Q2: 7,068 shares; 2025Q3: 7,047 shares; 2025Q4: 7,032 shares 7,032 $2.02M 0.11% -15 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: 15,902 shares; 2024Q4: 15,852 shares; 2025Q1: 15,852 shares; 2025Q2: 16,787 shares; 2025Q3: 16,787 shares; 2025Q4: 16,787 shares 16,787 $1.95M 0.11% 0 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,018 shares; 2024Q4: 6,045 shares; 2025Q1: 6,063 shares; 2025Q2: 6,118 shares; 2025Q3: 6,072 shares; 2025Q4: 6,234 shares 6,234 $1.89M 0.11% +162 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: 38,262 shares; 2024Q4: 38,292 shares; 2025Q1: 36,869 shares; 2025Q2: 31,619 shares; 2025Q3: 33,684 shares; 2025Q4: 34,718 shares 34,718 $1.85M 0.1% +1,034 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,243 shares; 2024Q4: 22,591 shares; 2025Q1: 22,640 shares; 2025Q2: 30,208 shares; 2025Q3: 37,211 shares; 2025Q4: 41,542 shares 41,542 $1.85M 0.1% +4,331 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,752 shares; 2024Q4: 2,941 shares; 2025Q1: 3,485 shares; 2025Q2: 4,861 shares; 2025Q3: 4,986 shares; 2025Q4: 5,302 shares 5,302 $1.84M 0.1% +316 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: 2,226 shares; 2024Q4: 2,126 shares; 2025Q1: 2,086 shares; 2025Q2: 2,068 shares; 2025Q3: 1,978 shares; 2025Q4: 11,724 shares 11,724 $1.8M 0.1% +9,746 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,201 shares; 2024Q4: 8,089 shares; 2025Q1: 9,651 shares; 2025Q2: 11,823 shares; 2025Q3: 14,777 shares; 2025Q4: 23,179 shares 23,179 $1.77M 0.1% +8,402 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,695 shares; 2024Q4: 2,698 shares; 2025Q1: 2,617 shares; 2025Q2: 2,720 shares; 2025Q3: 4,380 shares; 2025Q4: 4,441 shares 4,441 $1.76M 0.1% +61 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: 14,423 shares; 2024Q4: 14,432 shares; 2025Q1: 6,242 shares; 2025Q2: 6,251 shares; 2025Q3: 6,265 shares; 2025Q4: 6,272 shares 6,272 $1.73M 0.1% +7 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: 40,479 shares; 2024Q4: 43,953 shares; 2025Q1: 45,714 shares; 2025Q2: 45,298 shares; 2025Q3: 42,150 shares; 2025Q4: 40,678 shares 40,678 $1.66M 0.09% -1,472 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: 23,770 shares; 2024Q4: 22,096 shares; 2025Q1: 21,793 shares; 2025Q2: 21,836 shares; 2025Q3: 21,769 shares; 2025Q4: 20,712 shares 20,712 $1.64M 0.09% -1,057 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 737 shares; 2024Q4: 737 shares; 2025Q1: 737 shares; 2025Q2: 737 shares; 2025Q3: 737 shares; 2025Q4: 737 shares 737 $1.58M 0.09% 0 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 259,115 shares; 2024Q4: 277,448 shares; 2025Q1: 285,183 shares; 2025Q2: 10,285 shares; 2025Q3: 13,243 shares; 2025Q4: 12,833 shares 12,833 $1.54M 0.09% -410 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: 16,459 shares; 2024Q4: 16,459 shares; 2025Q1: 17,209 shares; 2025Q2: 18,557 shares; 2025Q3: 20,769 shares; 2025Q4: 18,567 shares 18,567 $1.51M 0.08% -2,202 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: 4,815 shares; 2024Q4: 4,815 shares; 2025Q1: 4,815 shares; 2025Q2: 4,815 shares; 2025Q3: 4,815 shares; 2025Q4: 6,104 shares 6,104 $1.5M 0.08% +1,289 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: 5,002 shares; 2024Q4: 5,002 shares; 2025Q1: 2,005 shares; 2025Q2: 2,139 shares; 2025Q3: 2,180 shares; 2025Q4: 2,297 shares 2,297 $1.5M 0.08% +117 Timeline VYMI 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: 15,570 shares; 2024Q4: 15,570 shares; 2025Q1: 15,570 shares; 2025Q2: 17,830 shares; 2025Q3: 17,645 shares; 2025Q4: 16,645 shares 16,645 $1.5M 0.08% -1,000 Timeline PRF 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: 30,570 shares; 2024Q4: 30,570 shares; 2025Q1: 30,570 shares; 2025Q2: 30,570 shares; 2025Q3: 30,570 shares; 2025Q4: 30,570 shares 30,570 $1.43M 0.08% 0 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: 1,496 shares; 2024Q4: 1,496 shares; 2025Q1: 1,496 shares; 2025Q2: 1,757 shares; 2025Q3: 1,757 shares; 2025Q4: 2,080 shares 2,080 $1.42M 0.08% +323 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,340 shares; 2024Q4: 6,160 shares; 2025Q1: 6,160 shares; 2025Q2: 6,053 shares; 2025Q3: 5,996 shares; 2025Q4: 6,053 shares 6,053 $1.4M 0.08% +57 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: 15,680 shares; 2024Q4: 15,680 shares; 2025Q1: 14,680 shares; 2025Q2: 14,720 shares; 2025Q3: 14,720 shares; 2025Q4: 14,758 shares 14,758 $1.38M 0.08% +38 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: 10,338 shares; 2024Q4: 10,243 shares; 2025Q1: 9,857 shares; 2025Q2: 9,852 shares; 2025Q3: 8,713 shares; 2025Q4: 8,719 shares 8,719 $1.35M 0.08% +6 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: 25,421 shares; 2024Q4: 25,421 shares; 2025Q1: 25,389 shares; 2025Q2: 25,199 shares; 2025Q3: 25,377 shares; 2025Q4: 25,464 shares 25,464 $1.35M 0.08% +87 Timeline RAAX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,580 shares; 2025Q4: 38,078 shares 38,078 $1.33M 0.07% +30,498 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: 7,285 shares; 2024Q4: 3,153 shares; 2025Q1: 2,414 shares; 2025Q2: 4,285 shares; 2025Q3: 6,160 shares; 2025Q4: 6,161 shares 6,161 $1.32M 0.07% +1 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,789 shares; 2024Q4: 1,899 shares; 2025Q1: 2,004 shares; 2025Q2: 2,263 shares; 2025Q3: 2,282 shares; 2025Q4: 2,257 shares 2,257 $1.29M 0.07% -25 Timeline VOT 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: 804 shares; 2025Q1: not reported; 2025Q2: 4,591 shares; 2025Q3: 4,591 shares; 2025Q4: 4,591 shares 4,591 $1.28M 0.07% 0 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: 9,364 shares; 2024Q4: 9,364 shares; 2025Q1: 8,911 shares; 2025Q2: 8,911 shares; 2025Q3: 8,911 shares; 2025Q4: 9,054 shares 9,054 $1.28M 0.07% +143 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,383 shares; 2024Q4: 9,243 shares; 2025Q1: 9,566 shares; 2025Q2: 9,566 shares; 2025Q3: 9,432 shares; 2025Q4: 9,266 shares 9,266 $1.24M 0.07% -166 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: 2,661 shares; 2024Q4: 2,661 shares; 2025Q1: 2,661 shares; 2025Q2: 3,138 shares; 2025Q3: 5,583 shares; 2025Q4: 6,129 shares 6,129 $1.23M 0.07% +546 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 789 shares; 2024Q4: 814 shares; 2025Q1: 854 shares; 2025Q2: 1,095 shares; 2025Q3: 1,624 shares; 2025Q4: 4,280 shares 4,280 $1.23M 0.07% +2,656 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: 11,739 shares; 2024Q4: 11,739 shares; 2025Q1: 11,739 shares; 2025Q2: 10,774 shares; 2025Q3: 10,921 shares; 2025Q4: 10,921 shares 10,921 $1.2M 0.07% 0 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,711 shares; 2024Q4: 17,714 shares; 2025Q1: 17,718 shares; 2025Q2: 17,798 shares; 2025Q3: 17,723 shares; 2025Q4: 17,584 shares 17,584 $1.18M 0.07% -139 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: 5,401 shares; 2024Q4: 5,401 shares; 2025Q1: 5,401 shares; 2025Q2: 5,176 shares; 2025Q3: 5,000 shares; 2025Q4: 4,988 shares 4,988 $1.14M 0.06% -12 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: 14,913 shares; 2024Q4: 15,093 shares; 2025Q1: 15,093 shares; 2025Q2: 15,093 shares; 2025Q3: 15,093 shares; 2025Q4: 16,593 shares 16,593 $1.1M 0.06% +1,500 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: 3,498 shares; 2024Q4: 3,488 shares; 2025Q1: 3,488 shares; 2025Q2: 3,487 shares; 2025Q3: 3,483 shares; 2025Q4: 3,483 shares 3,483 $1.09M 0.06% 0 Timeline DON 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: 25,990 shares; 2024Q4: 24,795 shares; 2025Q1: 24,795 shares; 2025Q2: 24,795 shares; 2025Q3: 24,795 shares; 2025Q4: 21,045 shares 21,045 $1.09M 0.06% -3,750 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: 12,239 shares; 2024Q4: 11,404 shares; 2025Q1: 10,494 shares; 2025Q2: 10,294 shares; 2025Q3: 10,294 shares; 2025Q4: 10,363 shares 10,363 $1.07M 0.06% +69 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: 8,182 shares; 2024Q4: 8,212 shares; 2025Q1: 7,942 shares; 2025Q2: 7,856 shares; 2025Q3: 8,354 shares; 2025Q4: 8,495 shares 8,495 $1.06M 0.06% +141 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: 2,070 shares; 2024Q4: 2,094 shares; 2025Q1: 2,094 shares; 2025Q2: 2,234 shares; 2025Q3: 2,234 shares; 2025Q4: 2,234 shares 2,234 $1.06M 0.06% 0 Timeline CGGE CAPITAL GROUP GLOBAL EQUITY More: the full row for CAPITAL GROUP GLOBAL EQUITY 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: 30,827 shares; 2025Q4: 32,090 shares 32,090 $1.02M 0.06% +1,263 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,836 shares; 2024Q4: 14,836 shares; 2025Q1: 14,836 shares; 2025Q2: 14,837 shares; 2025Q3: 14,838 shares; 2025Q4: 14,139 shares 14,139 $1.01M 0.06% -699 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,346 shares; 2024Q4: 10,346 shares; 2025Q1: 10,346 shares; 2025Q2: 8,346 shares; 2025Q3: 8,346 shares; 2025Q4: 8,346 shares 8,346 $981K 0.06% 0 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,402 shares; 2024Q4: 11,277 shares; 2025Q1: 11,227 shares; 2025Q2: 11,227 shares; 2025Q3: 11,151 shares; 2025Q4: 11,158 shares 11,158 $975K 0.05% +7 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: 1,210 shares; 2024Q4: 1,328 shares; 2025Q1: 1,328 shares; 2025Q2: 1,379 shares; 2025Q3: 1,386 shares; 2025Q4: 1,417 shares 1,417 $939K 0.05% +31 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: 9,137 shares; 2024Q4: 9,137 shares; 2025Q1: 9,947 shares; 2025Q2: 9,125 shares; 2025Q3: 9,125 shares; 2025Q4: 9,025 shares 9,025 $924K 0.05% -100 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: 32,913 shares; 2024Q4: 29,641 shares; 2025Q1: 29,530 shares; 2025Q2: 32,035 shares; 2025Q3: 34,254 shares; 2025Q4: 36,639 shares 36,639 $910K 0.05% +2,385 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,615 shares 12,615 $903K 0.05% new 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: 7,047 shares; 2024Q4: 7,047 shares; 2025Q1: 7,047 shares; 2025Q2: 6,887 shares; 2025Q3: 6,887 shares; 2025Q4: 6,887 shares 6,887 $887K 0.05% 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: 2,554 shares; 2024Q4: 2,553 shares; 2025Q1: 2,473 shares; 2025Q2: 2,499 shares; 2025Q3: 2,499 shares; 2025Q4: 2,499 shares 2,499 $876K 0.05% 0 Timeline OR OR ROYALTIES INC. More: the full row for OR ROYALTIES 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: 25,225 shares; 2025Q3: 24,546 shares; 2025Q4: 24,516 shares 24,516 $868K 0.05% -30 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: 130,103 shares; 2024Q4: 136,030 shares; 2025Q1: 85,493 shares; 2025Q2: 103,347 shares; 2025Q3: not reported; 2025Q4: 16,932 shares 16,932 $857K 0.05% new Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,563 shares; 2024Q4: 4,564 shares; 2025Q1: 2,876 shares; 2025Q2: 3,199 shares; 2025Q3: 2,899 shares; 2025Q4: 2,806 shares 2,806 $845K 0.05% -93 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: 6,040 shares; 2024Q4: 6,040 shares; 2025Q1: 5,940 shares; 2025Q2: 6,913 shares; 2025Q3: 6,716 shares; 2025Q4: 6,706 shares 6,706 $844K 0.05% -10 Timeline PID 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: 38,262 shares; 2024Q4: 38,262 shares; 2025Q1: 38,262 shares; 2025Q2: 38,262 shares; 2025Q3: 38,262 shares; 2025Q4: 38,262 shares 38,262 $842K 0.05% 0 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,243 shares; 2024Q4: 2,190 shares; 2025Q1: 2,190 shares; 2025Q2: 2,205 shares; 2025Q3: 2,366 shares; 2025Q4: 2,376 shares 2,376 $835K 0.05% +10 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: 13,438 shares; 2024Q4: 13,437 shares; 2025Q1: 13,990 shares; 2025Q2: 14,105 shares; 2025Q3: 14,258 shares; 2025Q4: 14,269 shares 14,269 $823K 0.05% +11 Timeline FULT FULTON FINL CORP PA More: the full row for FULTON FINL CORP PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,646 shares; 2024Q4: 42,646 shares; 2025Q1: 38,646 shares; 2025Q2: 38,646 shares; 2025Q3: 38,646 shares; 2025Q4: 42,396 shares 42,396 $820K 0.05% +3,750 Timeline BANK OF AMER CORP 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: not reported; 2024Q4: 613 shares; 2025Q1: 622 shares; 2025Q2: 647 shares; 2025Q3: 647 shares; 2025Q4: 647 shares 647 $810K 0.05% 0 IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,027 shares; 2024Q4: 5,705 shares; 2025Q1: 5,160 shares; 2025Q2: 5,081 shares; 2025Q3: 4,781 shares; 2025Q4: 4,781 shares 4,781 $807K 0.05% 0 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: 11,968 shares; 2024Q4: 11,968 shares; 2025Q1: 11,968 shares; 2025Q2: 11,974 shares; 2025Q3: 11,974 shares; 2025Q4: 11,872 shares 11,872 $796K 0.04% -102 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,062 shares; 2024Q4: 10,861 shares; 2025Q1: 10,861 shares; 2025Q2: 10,376 shares; 2025Q3: 9,186 shares; 2025Q4: 9,338 shares 9,338 $786K 0.04% +152 Timeline SPYG 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: 7,132 shares; 2024Q4: 7,277 shares; 2025Q1: 7,277 shares; 2025Q2: 7,277 shares; 2025Q3: 7,176 shares; 2025Q4: 7,176 shares 7,176 $766K 0.04% 0 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,853 shares; 2024Q4: 10,853 shares; 2025Q1: 10,853 shares; 2025Q2: 11,145 shares; 2025Q3: 10,868 shares; 2025Q4: 10,661 shares 10,661 $740K 0.04% -207 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,195 shares; 2025Q1: 6,655 shares; 2025Q2: 7,049 shares; 2025Q3: 7,349 shares; 2025Q4: 9,006 shares 9,006 $736K 0.04% +1,657 Timeline MSTR STRATEGY INC More: the full row for STRATEGY 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: 969 shares; 2025Q3: 967 shares; 2025Q4: 4,763 shares 4,763 $724K 0.04% +3,796 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: 15,401 shares; 2024Q4: 14,009 shares; 2025Q1: 12,761 shares; 2025Q2: 13,635 shares; 2025Q3: 13,717 shares; 2025Q4: 13,190 shares 13,190 $722K 0.04% -527 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,258 shares; 2024Q4: 9,258 shares; 2025Q1: 14,518 shares; 2025Q2: 14,666 shares; 2025Q3: 14,930 shares; 2025Q4: 14,930 shares 14,930 $714K 0.04% 0 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: 1,223 shares; 2024Q4: 1,223 shares; 2025Q1: 1,223 shares; 2025Q2: 1,546 shares; 2025Q3: 1,682 shares; 2025Q4: 1,673 shares 1,673 $714K 0.04% -9 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: 2,200 shares; 2024Q4: 2,218 shares; 2025Q1: 2,218 shares; 2025Q2: 2,586 shares; 2025Q3: 2,556 shares; 2025Q4: 2,556 shares 2,556 $698K 0.04% 0 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: 9,342 shares; 2024Q4: 9,357 shares; 2025Q1: 9,246 shares; 2025Q2: 8,142 shares; 2025Q3: 7,919 shares; 2025Q4: 15,479 shares 15,479 $692K 0.04% +7,560 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: 2,329 shares; 2024Q4: 2,329 shares; 2025Q1: 2,329 shares; 2025Q2: 2,466 shares; 2025Q3: 2,466 shares; 2025Q4: 2,766 shares 2,766 $681K 0.04% +300 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: 22,436 shares; 2024Q4: 23,333 shares; 2025Q1: 26,118 shares; 2025Q2: 5,157 shares; 2025Q3: 4,790 shares; 2025Q4: 4,789 shares 4,789 $676K 0.04% -1 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: 3,654 shares; 2024Q4: 2,518 shares; 2025Q1: 2,493 shares; 2025Q2: 2,565 shares; 2025Q3: 1,664 shares; 2025Q4: 1,928 shares 1,928 $675K 0.04% +264 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: 14,543 shares; 2024Q4: 14,595 shares; 2025Q1: 13,994 shares; 2025Q2: 13,180 shares; 2025Q3: 11,885 shares; 2025Q4: 12,485 shares 12,485 $673K 0.04% +600 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,299 shares; 2024Q4: 5,731 shares; 2025Q1: 5,464 shares; 2025Q2: 5,465 shares; 2025Q3: 5,290 shares; 2025Q4: 5,290 shares 5,290 $666K 0.04% 0 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: 2,451 shares; 2024Q4: 3,076 shares; 2025Q1: 3,796 shares; 2025Q2: 2,406 shares; 2025Q3: 2,072 shares; 2025Q4: 2,590 shares 2,590 $666K 0.04% +518 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: not reported; 2024Q4: 647 shares; 2025Q1: 697 shares; 2025Q2: 1,484 shares; 2025Q3: 1,114 shares; 2025Q4: 1,415 shares 1,415 $663K 0.04% +301 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: 7,631 shares; 2024Q4: 7,631 shares; 2025Q1: 7,631 shares; 2025Q2: 8,153 shares; 2025Q3: 8,153 shares; 2025Q4: 8,154 shares 8,154 $663K 0.04% +1 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,247 shares; 2024Q4: 4,247 shares; 2025Q1: 4,247 shares; 2025Q2: 4,847 shares; 2025Q3: 4,822 shares; 2025Q4: 4,800 shares 4,800 $662K 0.04% -22 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: 1,237 shares; 2024Q4: 1,237 shares; 2025Q1: 1,188 shares; 2025Q2: 1,297 shares; 2025Q3: 1,285 shares; 2025Q4: 1,264 shares 1,264 $660K 0.04% -21 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: 5,319 shares; 2024Q4: 5,319 shares; 2025Q1: 5,319 shares; 2025Q2: 5,319 shares; 2025Q3: 5,319 shares; 2025Q4: 5,319 shares 5,319 $656K 0.04% 0 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,020 shares; 2024Q4: 5,020 shares; 2025Q1: 5,020 shares; 2025Q2: 5,032 shares; 2025Q3: 5,030 shares; 2025Q4: 5,030 shares 5,030 $641K 0.04% 0 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,670 shares; 2024Q4: 4,670 shares; 2025Q1: 4,670 shares; 2025Q2: 4,670 shares; 2025Q3: 4,670 shares; 2025Q4: 4,670 shares 4,670 $640K 0.04% 0 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,028 shares; 2024Q4: 3,028 shares; 2025Q1: 3,028 shares; 2025Q2: 3,028 shares; 2025Q3: 3,028 shares; 2025Q4: 3,000 shares 3,000 $634K 0.04% -28 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,335 shares; 2024Q4: 1,335 shares; 2025Q1: 1,335 shares; 2025Q2: 1,342 shares; 2025Q3: 1,337 shares; 2025Q4: 1,354 shares 1,354 $630K 0.04% +17 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,627 shares; 2024Q4: 5,777 shares; 2025Q1: 5,777 shares; 2025Q2: 5,890 shares; 2025Q3: 5,984 shares; 2025Q4: 6,266 shares 6,266 $626K 0.04% +282 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: 89,297 shares; 2024Q4: 22,278 shares; 2025Q1: 15,793 shares; 2025Q2: 14,305 shares; 2025Q3: 14,180 shares; 2025Q4: 16,930 shares 16,930 $625K 0.04% +2,750 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,618 shares; 2025Q2: 7,630 shares; 2025Q3: 13,064 shares; 2025Q4: 12,258 shares 12,258 $620K 0.03% -806 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: 7,239 shares; 2024Q4: 7,292 shares; 2025Q1: 7,293 shares; 2025Q2: 8,188 shares; 2025Q3: 7,737 shares; 2025Q4: 7,788 shares 7,788 $615K 0.03% +51 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: 3,189 shares; 2024Q4: 3,189 shares; 2025Q1: 2,689 shares; 2025Q2: 2,689 shares; 2025Q3: 2,689 shares; 2025Q4: 2,689 shares 2,689 $612K 0.03% 0 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,594 shares; 2024Q4: 2,583 shares; 2025Q1: 2,583 shares; 2025Q2: 2,584 shares; 2025Q3: 2,484 shares; 2025Q4: 2,462 shares 2,462 $608K 0.03% -22 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,992 shares; 2024Q4: 4,502 shares; 2025Q1: 6,654 shares; 2025Q2: 7,595 shares; 2025Q3: 13,135 shares; 2025Q4: 11,721 shares 11,721 $596K 0.03% -1,414 Timeline R RYDER SYS INC More: the full row for RYDER SYS 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: 3,109 shares 3,109 $595K 0.03% new Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,865 shares; 2024Q4: 7,065 shares; 2025Q1: 7,065 shares; 2025Q2: 7,065 shares; 2025Q3: 7,654 shares; 2025Q4: 8,000 shares 8,000 $588K 0.03% +346 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: 2,169 shares; 2024Q4: 2,152 shares; 2025Q1: 2,152 shares; 2025Q2: 2,157 shares; 2025Q3: 2,157 shares; 2025Q4: 2,167 shares 2,167 $588K 0.03% +10 Timeline PJT PJT PARTNERS INC More: the full row for PJT PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,485 shares; 2024Q4: 3,485 shares; 2025Q1: 3,485 shares; 2025Q2: 3,485 shares; 2025Q3: 3,505 shares; 2025Q4: 3,505 shares 3,505 $586K 0.03% 0 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,210 shares; 2024Q4: 3,302 shares; 2025Q1: 3,155 shares; 2025Q2: 4,568 shares; 2025Q3: 4,572 shares; 2025Q4: 4,576 shares 4,576 $584K 0.03% +4 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,155 shares; 2025Q3: 4,110 shares; 2025Q4: 4,110 shares 4,110 $580K 0.03% 0 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,126 shares; 2025Q3: 3,212 shares; 2025Q4: 3,212 shares 3,212 $570K 0.03% 0 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,464 shares; 2024Q4: 4,464 shares; 2025Q1: 4,492 shares; 2025Q2: 4,499 shares; 2025Q3: 3,650 shares; 2025Q4: 2,942 shares 2,942 $564K 0.03% -708 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,375 shares; 2024Q4: 5,374 shares; 2025Q1: 9,845 shares; 2025Q2: 9,881 shares; 2025Q3: 9,881 shares; 2025Q4: 9,881 shares 9,881 $557K 0.03% 0 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,088 shares; 2025Q3: 1,338 shares; 2025Q4: 1,338 shares 1,338 $552K 0.03% 0 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: 49,507 shares; 2024Q4: 51,233 shares; 2025Q1: 51,229 shares; 2025Q2: 29,798 shares; 2025Q3: 15,183 shares; 2025Q4: 11,788 shares 11,788 $548K 0.03% -3,395 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,362 shares 8,362 $547K 0.03% new 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: 6,470 shares; 2024Q4: 6,595 shares; 2025Q1: 6,580 shares; 2025Q2: 5,671 shares; 2025Q3: 5,444 shares; 2025Q4: 5,491 shares 5,491 $545K 0.03% +47 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: 6,014 shares; 2024Q4: 6,462 shares; 2025Q1: 5,924 shares; 2025Q2: 5,924 shares; 2025Q3: 5,717 shares; 2025Q4: 5,459 shares 5,459 $542K 0.03% -258 Timeline ARW ARROW ELECTRS INC More: the full row for ARROW ELECTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,905 shares; 2024Q4: 4,905 shares; 2025Q1: 4,905 shares; 2025Q2: 4,905 shares; 2025Q3: 4,905 shares; 2025Q4: 4,905 shares 4,905 $540K 0.03% 0 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 256 shares; 2024Q4: 256 shares; 2025Q1: 255 shares; 2025Q2: 254 shares; 2025Q3: 255 shares; 2025Q4: 265 shares 265 $533K 0.03% +10 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,587 shares 10,587 $526K 0.03% new Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,600 shares; 2025Q2: 28,400 shares; 2025Q3: 28,400 shares; 2025Q4: 28,400 shares 28,400 $517K 0.03% 0 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,073 shares; 2024Q4: 10,641 shares; 2025Q1: 10,841 shares; 2025Q2: 10,842 shares; 2025Q3: 9,544 shares; 2025Q4: 9,561 shares 9,561 $515K 0.03% +17 Timeline PDP 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: 4,395 shares; 2024Q4: 4,395 shares; 2025Q1: 4,395 shares; 2025Q2: 4,395 shares; 2025Q3: 4,395 shares; 2025Q4: 4,395 shares 4,395 $512K 0.03% 0 Timeline NOBL 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: 5,595 shares; 2024Q4: 5,339 shares; 2025Q1: 5,339 shares; 2025Q2: 5,340 shares; 2025Q3: 5,140 shares; 2025Q4: 4,903 shares 4,903 $510K 0.03% -237 Timeline CHDN CHURCHILL DOWNS INC More: the full row for CHURCHILL DOWNS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,400 shares; 2024Q4: 4,400 shares; 2025Q1: 4,400 shares; 2025Q2: 4,400 shares; 2025Q3: 4,400 shares; 2025Q4: 4,400 shares 4,400 $501K 0.03% 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: 2,329 shares; 2024Q4: 2,329 shares; 2025Q1: 2,330 shares; 2025Q2: 4,956 shares; 2025Q3: 4,961 shares; 2025Q4: 3,333 shares 3,333 $496K 0.03% -1,628 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: 4,002 shares; 2024Q4: 4,162 shares; 2025Q1: 2,937 shares; 2025Q2: 3,117 shares; 2025Q3: 2,857 shares; 2025Q4: 2,782 shares 2,782 $488K 0.03% -75 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: 3,938 shares; 2024Q4: 3,938 shares; 2025Q1: 7,675 shares; 2025Q2: 14,575 shares; 2025Q3: 8,075 shares; 2025Q4: 8,350 shares 8,350 $487K 0.03% +275 Timeline FSMB 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: 18,167 shares; 2024Q4: 17,979 shares; 2025Q1: 16,355 shares; 2025Q2: 16,374 shares; 2025Q3: 20,396 shares; 2025Q4: 24,040 shares 24,040 $482K 0.03% +3,644 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,736 shares; 2024Q4: 1,736 shares; 2025Q1: 1,736 shares; 2025Q2: 1,736 shares; 2025Q3: 1,736 shares; 2025Q4: 1,736 shares 1,736 $481K 0.03% 0 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,400 shares; 2024Q4: 4,400 shares; 2025Q1: 4,400 shares; 2025Q2: 5,100 shares; 2025Q3: 5,100 shares; 2025Q4: 5,100 shares 5,100 $479K 0.03% 0 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: 12,392 shares; 2024Q4: 11,775 shares; 2025Q1: 10,965 shares; 2025Q2: 6,173 shares; 2025Q3: 6,173 shares; 2025Q4: 6,173 shares 6,173 $475K 0.03% 0 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,513 shares; 2025Q1: 11,267 shares; 2025Q2: 10,615 shares; 2025Q3: 10,382 shares; 2025Q4: 10,147 shares 10,147 $462K 0.03% -235 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: 4,800 shares; 2024Q4: 4,800 shares; 2025Q1: 4,800 shares; 2025Q2: 5,000 shares; 2025Q3: 5,100 shares; 2025Q4: 5,400 shares 5,400 $453K 0.03% +300 Timeline FSMD FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,200 shares; 2025Q3: 7,596 shares; 2025Q4: 10,118 shares 10,118 $447K 0.03% +2,522 Timeline FVAL 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: 6,167 shares; 2024Q4: 6,167 shares; 2025Q1: 6,167 shares; 2025Q2: 6,167 shares; 2025Q3: 6,167 shares; 2025Q4: 6,167 shares 6,167 $446K 0.03% 0 Timeline ABNB AIRBNB INC More: the full row for AIRBNB 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: 3,280 shares 3,280 $445K 0.03% new 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: 6,442 shares; 2024Q4: 7,514 shares; 2025Q1: 7,079 shares; 2025Q2: 6,363 shares; 2025Q3: 5,989 shares; 2025Q4: 5,989 shares 5,989 $445K 0.03% 0 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,266 shares; 2024Q4: 5,922 shares; 2025Q1: 5,808 shares; 2025Q2: 7,313 shares; 2025Q3: 7,368 shares; 2025Q4: 7,369 shares 7,369 $443K 0.02% +1 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: 11,649 shares; 2024Q4: 11,564 shares; 2025Q1: 11,089 shares; 2025Q2: 2,929 shares; 2025Q3: 1,744 shares; 2025Q4: 1,650 shares 1,650 $443K 0.02% -94 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,571 shares; 2024Q4: 15,477 shares; 2025Q1: 15,477 shares; 2025Q2: 15,477 shares; 2025Q3: 15,477 shares; 2025Q4: 15,477 shares 15,477 $441K 0.02% 0 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: 4,292 shares; 2024Q4: 4,294 shares; 2025Q1: 4,486 shares; 2025Q2: 4,487 shares; 2025Q3: 4,487 shares; 2025Q4: 4,489 shares 4,489 $439K 0.02% +2 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,350 shares; 2024Q4: 15,350 shares; 2025Q1: 15,160 shares; 2025Q2: 15,160 shares; 2025Q3: 14,177 shares; 2025Q4: 14,157 shares 14,157 $438K 0.02% -20 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,688 shares; 2024Q4: 6,033 shares; 2025Q1: 5,229 shares; 2025Q2: 2,837 shares; 2025Q3: 2,837 shares; 2025Q4: 3,665 shares 3,665 $437K 0.02% +828 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: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 9,450 shares; 2025Q2: 9,450 shares; 2025Q3: 9,450 shares; 2025Q4: 9,450 shares 9,450 $433K 0.02% 0 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,920 shares; 2024Q4: 1,920 shares; 2025Q1: 1,920 shares; 2025Q2: 1,920 shares; 2025Q3: 1,920 shares; 2025Q4: 1,920 shares 1,920 $433K 0.02% 0 Timeline SMOT 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: 775,959 shares; 2024Q4: 780,194 shares; 2025Q1: 806,266 shares; 2025Q2: 12,208 shares; 2025Q3: 12,208 shares; 2025Q4: 11,904 shares 11,904 $431K 0.02% -304 Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,031 shares; 2024Q4: 8,031 shares; 2025Q1: 8,031 shares; 2025Q2: 7,131 shares; 2025Q3: 7,131 shares; 2025Q4: 7,131 shares 7,131 $422K 0.02% 0 Timeline FTCS 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: 5,154 shares; 2024Q4: 5,154 shares; 2025Q1: 5,154 shares; 2025Q2: 4,554 shares; 2025Q3: 4,554 shares; 2025Q4: 4,555 shares 4,555 $421K 0.02% +1 Timeline MSA MSA SAFETY INC More: the full row for MSA SAFETY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,595 shares; 2024Q4: 2,595 shares; 2025Q1: 2,595 shares; 2025Q2: 2,595 shares; 2025Q3: 2,595 shares; 2025Q4: 2,598 shares 2,598 $416K 0.02% +3 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: 4,763 shares; 2024Q4: 4,763 shares; 2025Q1: 4,763 shares; 2025Q2: 4,792 shares; 2025Q3: 4,792 shares; 2025Q4: 6,152 shares 6,152 $413K 0.02% +1,360 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: 1,459 shares; 2024Q4: 1,308 shares; 2025Q1: 1,308 shares; 2025Q2: 1,308 shares; 2025Q3: 1,309 shares; 2025Q4: 1,309 shares 1,309 $412K 0.02% 0 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,076 shares; 2024Q4: 3,076 shares; 2025Q1: 3,076 shares; 2025Q2: 3,219 shares; 2025Q3: 3,259 shares; 2025Q4: 3,259 shares 3,259 $410K 0.02% 0 Timeline HOLX HOLOGIC INC More: the full row for HOLOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,500 shares; 2024Q4: 5,500 shares; 2025Q1: 5,500 shares; 2025Q2: 5,500 shares; 2025Q3: 5,500 shares; 2025Q4: 5,500 shares 5,500 $410K 0.02% 0 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN 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: 602 shares 602 $406K 0.02% new Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,515 shares; 2025Q2: 20,665 shares; 2025Q3: 20,665 shares; 2025Q4: 9,315 shares 9,315 $403K 0.02% -11,350 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,600 shares; 2024Q4: 1,600 shares; 2025Q1: 1,600 shares; 2025Q2: 1,600 shares; 2025Q3: 1,600 shares; 2025Q4: 1,600 shares 1,600 $402K 0.02% 0 Timeline CAE CAE INC More: the full row for CAE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,152 shares; 2024Q4: 13,152 shares; 2025Q1: 13,152 shares; 2025Q2: 13,152 shares; 2025Q3: 13,152 shares; 2025Q4: 13,152 shares 13,152 $400K 0.02% 0 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,511 shares; 2024Q4: 2,441 shares; 2025Q1: 2,411 shares; 2025Q2: 1,321 shares; 2025Q3: 1,321 shares; 2025Q4: 1,321 shares 1,321 $399K 0.02% 0 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 936 shares; 2025Q3: 999 shares; 2025Q4: 1,006 shares 1,006 $391K 0.02% +7 Timeline JGLO 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: 7,450 shares; 2024Q4: 7,349 shares; 2025Q1: 7,146 shares; 2025Q2: 6,647 shares; 2025Q3: 6,647 shares; 2025Q4: 5,757 shares 5,757 $390K 0.02% -890 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,176 shares; 2024Q4: 3,025 shares; 2025Q1: 3,025 shares; 2025Q2: 2,916 shares; 2025Q3: 4,282 shares; 2025Q4: 4,880 shares 4,880 $385K 0.02% +598 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,777 shares; 2024Q4: 12,177 shares; 2025Q1: 7,486 shares; 2025Q2: 7,486 shares; 2025Q3: 7,486 shares; 2025Q4: 6,646 shares 6,646 $382K 0.02% -840 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: 3,349 shares; 2024Q4: 3,349 shares; 2025Q1: 3,349 shares; 2025Q2: 3,349 shares; 2025Q3: 3,349 shares; 2025Q4: 3,154 shares 3,154 $382K 0.02% -195 Timeline CWENA CLEARWAY ENERGY INC More: the full row for CLEARWAY ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,561 shares; 2024Q4: 12,141 shares; 2025Q1: 12,141 shares; 2025Q2: 12,141 shares; 2025Q3: 12,141 shares; 2025Q4: 12,141 shares 12,141 $381K 0.02% 0 Timeline MGM MGM RESORTS INTERNATIONAL More: the full row for MGM RESORTS INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,380 shares; 2024Q4: 10,380 shares; 2025Q1: 10,380 shares; 2025Q2: 10,380 shares; 2025Q3: 10,380 shares; 2025Q4: 10,380 shares 10,380 $379K 0.02% 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: 2,552 shares; 2024Q4: 2,555 shares; 2025Q1: 2,555 shares; 2025Q2: 2,458 shares; 2025Q3: 2,458 shares; 2025Q4: 2,458 shares 2,458 $376K 0.02% 0 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,826 shares; 2024Q4: 4,826 shares; 2025Q1: 4,595 shares; 2025Q2: 3,910 shares; 2025Q3: 3,910 shares; 2025Q4: 3,910 shares 3,910 $376K 0.02% 0 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS 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: 3,273 shares 3,273 $370K 0.02% new Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 971 shares; 2025Q4: 1,455 shares 1,455 $368K 0.02% +484 Timeline HTGC HERCULES CAPITAL INC More: the full row for HERCULES CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,265 shares; 2024Q4: 19,385 shares; 2025Q1: 19,385 shares; 2025Q2: 19,385 shares; 2025Q3: 19,385 shares; 2025Q4: 19,385 shares 19,385 $365K 0.02% 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: 8,646 shares; 2024Q4: 9,211 shares; 2025Q1: 11,136 shares; 2025Q2: 10,492 shares; 2025Q3: 11,307 shares; 2025Q4: 11,361 shares 11,361 $364K 0.02% +54 Timeline MCHPP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,230 shares; 2025Q3: 6,230 shares; 2025Q4: 6,230 shares 6,230 $363K 0.02% 0 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,535 shares; 2024Q4: 7,535 shares; 2025Q1: 6,535 shares; 2025Q2: 6,535 shares; 2025Q3: 6,535 shares; 2025Q4: 5,435 shares 5,435 $354K 0.02% -1,100 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,141 shares; 2025Q3: 3,141 shares; 2025Q4: 3,142 shares 3,142 $352K 0.02% +1 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: 1,674 shares; 2024Q4: 1,806 shares; 2025Q1: 1,788 shares; 2025Q2: 1,780 shares; 2025Q3: 1,759 shares; 2025Q4: 1,728 shares 1,728 $343K 0.02% -31 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: 1,869 shares; 2024Q4: 1,869 shares; 2025Q1: 1,869 shares; 2025Q2: 1,869 shares; 2025Q3: 1,869 shares; 2025Q4: 1,869 shares 1,869 $340K 0.02% 0 Timeline WASH WASHINGTON TR BANCORP INC More: the full row for WASHINGTON TR BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,534 shares; 2024Q4: 11,534 shares; 2025Q1: 11,534 shares; 2025Q2: 11,534 shares; 2025Q3: 11,494 shares; 2025Q4: 11,494 shares 11,494 $340K 0.02% 0 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: 4,347 shares; 2024Q4: 4,487 shares; 2025Q1: 4,487 shares; 2025Q2: 4,487 shares; 2025Q3: 4,487 shares; 2025Q4: 4,523 shares 4,523 $334K 0.02% +36 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 786 shares; 2025Q3: 785 shares; 2025Q4: 787 shares 787 $332K 0.02% +2 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,304 shares; 2025Q3: 1,244 shares; 2025Q4: 1,362 shares 1,362 $330K 0.02% +118 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: 3,374 shares; 2024Q4: 3,399 shares; 2025Q1: 3,399 shares; 2025Q2: 3,404 shares; 2025Q3: 3,404 shares; 2025Q4: 3,425 shares 3,425 $327K 0.02% +21 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: 2,225 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,005 shares; 2025Q3: 2,005 shares; 2025Q4: 2,005 shares 2,005 $322K 0.02% 0 Timeline FDL 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: 7,260 shares; 2024Q4: 7,260 shares; 2025Q1: 7,260 shares; 2025Q2: 7,260 shares; 2025Q3: 7,260 shares; 2025Q4: 7,260 shares 7,260 $322K 0.02% 0 Timeline SBRA SABRA HEALTH CARE REIT INC More: the full row for SABRA HEALTH CARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,285 shares; 2024Q4: 18,920 shares; 2025Q1: 18,920 shares; 2025Q2: 16,882 shares; 2025Q3: 16,882 shares; 2025Q4: 16,882 shares 16,882 $320K 0.02% 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: 14,113 shares; 2024Q4: 12,498 shares; 2025Q1: 9,878 shares; 2025Q2: 10,166 shares; 2025Q3: 11,518 shares; 2025Q4: 11,517 shares 11,517 $317K 0.02% -1 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 704 shares; 2024Q4: 704 shares; 2025Q1: 704 shares; 2025Q2: 1,087 shares; 2025Q3: 868 shares; 2025Q4: 816 shares 816 $316K 0.02% -52 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 854 shares; 2024Q4: 854 shares; 2025Q1: 854 shares; 2025Q2: 854 shares; 2025Q3: 837 shares; 2025Q4: 837 shares 837 $313K 0.02% 0 Timeline IFF INTERNATIONAL FLAVORS&FRAGRA More: the full row for INTERNATIONAL FLAVORS&FRAGRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,702 shares; 2024Q4: 4,702 shares; 2025Q1: 4,666 shares; 2025Q2: 4,666 shares; 2025Q3: 4,666 shares; 2025Q4: 4,630 shares 4,630 $312K 0.02% -36 Timeline VOOV 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: 1,582 shares; 2024Q4: 1,613 shares; 2025Q1: 1,515 shares; 2025Q2: 1,517 shares; 2025Q3: 1,519 shares; 2025Q4: 1,520 shares 1,520 $311K 0.02% +1 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL 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: 1,800 shares; 2025Q4: 1,803 shares 1,803 $311K 0.02% +3 Timeline BILS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,122 shares; 2025Q2: 3,122 shares; 2025Q3: 3,122 shares; 2025Q4: 3,122 shares 3,122 $310K 0.02% 0 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: not reported; 2025Q1: not reported; 2025Q2: 1,192 shares; 2025Q3: 1,192 shares; 2025Q4: 1,195 shares 1,195 $309K 0.02% +3 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: 2,542 shares; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares; 2025Q2: 2,516 shares; 2025Q3: 2,510 shares; 2025Q4: 2,519 shares 2,519 $309K 0.02% +9 Timeline RDVY 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: 7,705 shares; 2024Q4: 5,400 shares; 2025Q1: 5,230 shares; 2025Q2: 5,149 shares; 2025Q3: 4,554 shares; 2025Q4: 4,441 shares 4,441 $309K 0.02% -113 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,620 shares; 2024Q4: 1,620 shares; 2025Q1: 1,620 shares; 2025Q2: 1,620 shares; 2025Q3: 1,620 shares; 2025Q4: 1,453 shares 1,453 $306K 0.02% -167 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: 2,770 shares; 2024Q4: 2,770 shares; 2025Q1: 2,770 shares; 2025Q2: 2,895 shares; 2025Q3: 2,895 shares; 2025Q4: 2,895 shares 2,895 $305K 0.02% 0 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,590 shares; 2024Q4: 3,416 shares; 2025Q1: 3,416 shares; 2025Q2: 3,416 shares; 2025Q3: 3,416 shares; 2025Q4: 3,416 shares 3,416 $305K 0.02% 0 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,940 shares; 2024Q4: 3,340 shares; 2025Q1: 3,340 shares; 2025Q2: 2,837 shares; 2025Q3: 2,407 shares; 2025Q4: 2,407 shares 2,407 $305K 0.02% 0 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,501 shares; 2024Q4: 54,363 shares; 2025Q1: 22,720 shares; 2025Q2: 14,889 shares; 2025Q3: 15,048 shares; 2025Q4: 12,982 shares 12,982 $304K 0.02% -2,066 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: 3,300 shares; 2024Q4: 3,300 shares; 2025Q1: 3,300 shares; 2025Q2: 6,754 shares; 2025Q3: 7,555 shares; 2025Q4: 7,549 shares 7,549 $303K 0.02% -6 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,289 shares; 2024Q4: 6,289 shares; 2025Q1: 4,089 shares; 2025Q2: 4,601 shares; 2025Q3: 4,601 shares; 2025Q4: 4,608 shares 4,608 $294K 0.02% +7 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,300 shares; 2025Q1: not reported; 2025Q2: 6,500 shares; 2025Q3: 6,500 shares; 2025Q4: 6,500 shares 6,500 $293K 0.02% 0 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,640 shares; 2025Q3: 1,536 shares; 2025Q4: 1,536 shares 1,536 $289K 0.02% 0 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,120 shares; 2024Q4: 2,120 shares; 2025Q1: 2,120 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,905 shares 1,905 $288K 0.02% new Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS 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: 3,524 shares 3,524 $288K 0.02% new 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: 2,110 shares; 2025Q3: 2,084 shares; 2025Q4: 2,084 shares 2,084 $287K 0.02% 0 Timeline QJUN 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: 9,000 shares; 2024Q4: 9,000 shares; 2025Q1: 9,000 shares; 2025Q2: 9,000 shares; 2025Q3: 9,000 shares; 2025Q4: 9,000 shares 9,000 $287K 0.02% 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: 7,052 shares; 2024Q4: 7,062 shares; 2025Q1: 6,916 shares; 2025Q2: 7,106 shares; 2025Q3: 7,096 shares; 2025Q4: 7,050 shares 7,050 $283K 0.02% -46 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,925 shares; 2025Q2: 9,280 shares; 2025Q3: 9,280 shares; 2025Q4: 7,730 shares 7,730 $283K 0.02% -1,550 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: 1,037 shares; 2024Q4: 1,037 shares; 2025Q1: 1,037 shares; 2025Q2: 1,037 shares; 2025Q3: 1,172 shares; 2025Q4: 1,075 shares 1,075 $282K 0.02% -97 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,038 shares; 2025Q4: 2,403 shares 2,403 $280K 0.02% -635 Timeline PRFZ 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: 6,000 shares; 2025Q4: 6,000 shares 6,000 $275K 0.02% 0 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: 525 shares; 2024Q4: 525 shares; 2025Q1: 530 shares; 2025Q2: 531 shares; 2025Q3: 531 shares; 2025Q4: 535 shares 535 $273K 0.02% +4 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,648 shares; 2024Q4: 4,648 shares; 2025Q1: 4,534 shares; 2025Q2: 4,534 shares; 2025Q3: 4,534 shares; 2025Q4: 4,725 shares 4,725 $268K 0.02% +191 Timeline RHP RYMAN HOSPITALITY PPTYS INC More: the full row for RYMAN HOSPITALITY PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,825 shares; 2025Q3: 2,825 shares; 2025Q4: 2,825 shares 2,825 $267K 0.02% 0 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,099 shares; 2025Q3: 1,099 shares; 2025Q4: 1,099 shares 1,099 $265K 0.01% 0 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 540 shares; 2024Q4: 540 shares; 2025Q1: 540 shares; 2025Q2: 540 shares; 2025Q3: 632 shares; 2025Q4: 540 shares 540 $260K 0.01% -92 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,734 shares; 2024Q4: 2,554 shares; 2025Q1: 2,494 shares; 2025Q2: 2,399 shares; 2025Q3: 2,509 shares; 2025Q4: 2,545 shares 2,545 $257K 0.01% +36 Timeline OKLO OKLO INC More: the full row for OKLO 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: 3,575 shares 3,575 $257K 0.01% new Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,045 shares; 2025Q1: 1,045 shares; 2025Q2: 1,050 shares; 2025Q3: 1,050 shares; 2025Q4: 1,050 shares 1,050 $255K 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: 1,509 shares; 2024Q4: 1,453 shares; 2025Q1: 1,453 shares; 2025Q2: 1,539 shares; 2025Q3: 1,538 shares; 2025Q4: 1,538 shares 1,538 $249K 0.01% 0 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: 2,305 shares; 2024Q4: 2,305 shares; 2025Q1: 2,305 shares; 2025Q2: 2,524 shares; 2025Q3: 2,344 shares; 2025Q4: 2,344 shares 2,344 $246K 0.01% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,425 shares; 2025Q3: 3,525 shares; 2025Q4: 5,337 shares 5,337 $245K 0.01% +1,812 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,860 shares; 2025Q3: 2,540 shares; 2025Q4: 2,542 shares 2,542 $245K 0.01% +2 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,095 shares; 2024Q4: 3,058 shares; 2025Q1: 2,552 shares; 2025Q2: 2,532 shares; 2025Q3: 2,445 shares; 2025Q4: 2,445 shares 2,445 $239K 0.01% 0 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,694 shares; 2024Q4: 14,194 shares; 2025Q1: 14,194 shares; 2025Q2: 14,194 shares; 2025Q3: 14,194 shares; 2025Q4: 13,694 shares 13,694 $236K 0.01% -500 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,531 shares 5,531 $236K 0.01% new Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,742 shares; 2024Q4: 2,759 shares; 2025Q1: 2,880 shares; 2025Q2: 3,227 shares; 2025Q3: 2,907 shares; 2025Q4: 2,924 shares 2,924 $236K 0.01% +17 Timeline EZM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,500 shares; 2024Q4: 3,500 shares; 2025Q1: 3,500 shares; 2025Q2: 3,500 shares; 2025Q3: 3,512 shares; 2025Q4: 3,526 shares 3,526 $236K 0.01% +14 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,180 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,180 shares; 2025Q4: 5,180 shares 5,180 $230K 0.01% 0 Timeline TSLX SIXTH STREET SPECIALTY LENDI More: the full row for SIXTH STREET SPECIALTY LENDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,150 shares; 2025Q2: 11,701 shares; 2025Q3: 11,701 shares; 2025Q4: 10,271 shares 10,271 $223K 0.01% -1,430 Timeline PPA 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: 1,404 shares; 2025Q4: 1,404 shares 1,404 $220K 0.01% 0 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,035 shares; 2024Q4: 1,048 shares; 2025Q1: not reported; 2025Q2: 1,095 shares; 2025Q3: 919 shares; 2025Q4: 1,831 shares 1,831 $219K 0.01% +912 Timeline VUSB 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: 4,370 shares 4,370 $218K 0.01% new Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,352 shares 1,352 $218K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 178 shares 178 $216K 0.01% new Timeline BIPC BROOKFIELD INFRASTRUCTURE CO More: the full row for BROOKFIELD INFRASTRUCTURE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,699 shares 4,699 $213K 0.01% new Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,950 shares; 2024Q4: 15,911 shares; 2025Q1: 15,889 shares; 2025Q2: 16,094 shares; 2025Q3: 8,598 shares; 2025Q4: 7,134 shares 7,134 $213K 0.01% -1,464 Timeline ALLY ALLY FINL INC More: the full row for ALLY FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,700 shares 4,700 $213K 0.01% new Timeline AMCOR PLC AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,420 shares 25,420 $212K 0.01% new TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,978 shares; 2024Q4: 1,978 shares; 2025Q1: 1,984 shares; 2025Q2: 1,982 shares; 2025Q3: 1,882 shares; 2025Q4: 1,878 shares 1,878 $206K 0.01% -4 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: 1,112 shares; 2025Q3: 1,012 shares; 2025Q4: 1,012 shares 1,012 $205K 0.01% 0 Timeline COLB COLUMBIA BKG SYS INC More: the full row for COLUMBIA BKG SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,739 shares; 2024Q4: 8,843 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,326 shares 7,326 $205K 0.01% new Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA 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: not reported; 2025Q2: 3,435 shares; 2025Q3: not reported; 2025Q4: 3,139 shares 3,139 $201K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,010 shares 2,010 $201K 0.01% new Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,600 shares; 2025Q1: 10,600 shares; 2025Q2: not reported; 2025Q3: 11,833 shares; 2025Q4: 11,020 shares 11,020 $191K 0.01% -813 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: 12,800 shares; 2024Q4: 12,800 shares; 2025Q1: 12,800 shares; 2025Q2: 12,800 shares; 2025Q3: 12,800 shares; 2025Q4: 12,800 shares 12,800 $184K 0.01% 0 Timeline PSTL POSTAL REALTY TRUST INC More: the full row for POSTAL REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,015 shares; 2024Q4: 16,240 shares; 2025Q1: 11,795 shares; 2025Q2: 11,795 shares; 2025Q3: 11,795 shares; 2025Q4: 11,240 shares 11,240 $181K 0.01% -555 Timeline AMBP ARDAGH METAL PACKAGING S A More: the full row for ARDAGH METAL PACKAGING S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,315 shares; 2024Q4: 56,987 shares; 2025Q1: 41,356 shares; 2025Q2: 38,356 shares; 2025Q3: 44,086 shares; 2025Q4: 44,086 shares 44,086 $181K 0.01% 0 Timeline WU WESTERN UN CO More: the full row for WESTERN UN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,222 shares; 2024Q4: not reported; 2025Q1: 19,457 shares; 2025Q2: 17,533 shares; 2025Q3: 17,533 shares; 2025Q4: 17,533 shares 17,533 $163K 0.01% 0 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,309 shares; 2024Q4: 12,280 shares; 2025Q1: 12,242 shares; 2025Q2: 12,254 shares; 2025Q3: 12,242 shares; 2025Q4: 12,242 shares 12,242 $152K 0.01% 0 Timeline RQI COHEN & STEERS QUALITY INCOM More: the full row for COHEN & STEERS QUALITY INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,373 shares; 2024Q4: 10,373 shares; 2025Q1: 10,373 shares; 2025Q2: 10,373 shares; 2025Q3: 10,373 shares; 2025Q4: 10,373 shares 10,373 $118K 0.01% 0 Timeline NMZ NUVEEN MUN HIGH INCOME OPPOR More: the full row for NUVEEN MUN HIGH INCOME OPPOR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,000 shares; 2024Q4: 11,000 shares; 2025Q1: 11,000 shares; 2025Q2: 11,000 shares; 2025Q3: 11,000 shares; 2025Q4: 11,000 shares 11,000 $112K 0.01% 0 Timeline ABTC AMERICAN BITCOIN CORP. More: the full row for AMERICAN BITCOIN 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: 50,000 shares 50,000 $85K <0.01% new Timeline