MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 458,515 shares; 2025Q4: 454,067 shares 454,067 $114M 5.66% -4,448 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: 39,868 shares; 2024Q4: 39,591 shares; 2025Q1: 38,308 shares; 2025Q2: 14,524 shares; 2025Q3: 13,962 shares; 2025Q4: 115,902 shares 115,902 $79M 3.92% +101,940 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: 25,661 shares; 2024Q4: 27,780 shares; 2025Q1: 29,314 shares; 2025Q2: 25,940 shares; 2025Q3: 187,269 shares; 2025Q4: 186,835 shares 186,835 $62.6M 3.11% -434 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 356,715 shares; 2024Q4: 399,689 shares; 2025Q1: 445,895 shares; 2025Q2: 444,020 shares; 2025Q3: 478,003 shares; 2025Q4: 656,464 shares 656,464 $52.7M 2.61% +178,461 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: 231,999 shares; 2024Q4: 239,710 shares; 2025Q1: 244,066 shares; 2025Q2: 159,111 shares; 2025Q3: 164,496 shares; 2025Q4: 176,486 shares 176,486 $48M 2.38% +11,990 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,800 shares; 2024Q4: 53,052 shares; 2025Q1: 65,871 shares; 2025Q2: 51,136 shares; 2025Q3: 1,990,424 shares; 2025Q4: 1,984,987 shares 1,984,987 $47.7M 2.37% -5,437 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: 6,514 shares; 2024Q4: 6,188 shares; 2025Q1: 5,756 shares; 2025Q2: 5,609 shares; 2025Q3: 319,945 shares; 2025Q4: 318,270 shares 318,270 $47.3M 2.35% -1,675 Timeline SPBO SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,123,541 shares; 2024Q4: 1,234,639 shares; 2025Q1: 1,375,404 shares; 2025Q2: 1,349,276 shares; 2025Q3: 1,404,577 shares; 2025Q4: 1,493,672 shares 1,493,672 $43.8M 2.17% +89,095 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: 122,021 shares; 2024Q4: 122,975 shares; 2025Q1: 137,390 shares; 2025Q2: 71,869 shares; 2025Q3: 69,263 shares; 2025Q4: 77,603 shares 77,603 $37.5M 1.86% +8,340 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 354,309 shares; 2024Q4: 510,514 shares; 2025Q1: 577,281 shares; 2025Q2: 737,966 shares; 2025Q3: 774,793 shares; 2025Q4: 812,905 shares 812,905 $35.5M 1.76% +38,112 Timeline QGRO AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 321,051 shares; 2024Q4: 305,844 shares; 2025Q1: 298,510 shares; 2025Q2: 296,786 shares; 2025Q3: 305,459 shares; 2025Q4: 305,066 shares 305,066 $34.9M 1.73% -393 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: 293,122 shares; 2024Q4: 324,256 shares; 2025Q1: 370,414 shares; 2025Q2: 143,695 shares; 2025Q3: 151,042 shares; 2025Q4: 172,497 shares 172,497 $32.2M 1.6% +21,455 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: 196,811 shares; 2024Q4: 212,952 shares; 2025Q1: 221,453 shares; 2025Q2: 103,947 shares; 2025Q3: 106,898 shares; 2025Q4: 138,313 shares 138,313 $31.9M 1.58% +31,415 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: 147,294 shares; 2024Q4: 148,613 shares; 2025Q1: 174,406 shares; 2025Q2: 103,297 shares; 2025Q3: 94,316 shares; 2025Q4: 97,135 shares 97,135 $30.4M 1.51% +2,819 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 100,165 shares; 2025Q4: 100,246 shares 100,246 $29.1M 1.44% +81 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: 11,145 shares; 2024Q4: 11,440 shares; 2025Q1: 11,502 shares; 2025Q2: 11,321 shares; 2025Q3: 109,182 shares; 2025Q4: 108,810 shares 108,810 $28.1M 1.39% -372 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125,158 shares; 2024Q4: 141,138 shares; 2025Q1: 132,352 shares; 2025Q2: 137,428 shares; 2025Q3: 382,410 shares; 2025Q4: 379,645 shares 379,645 $23.7M 1.18% -2,765 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 346,855 shares; 2024Q4: 412,473 shares; 2025Q1: 440,362 shares; 2025Q2: 507,962 shares; 2025Q3: 515,899 shares; 2025Q4: 529,627 shares 529,627 $23.5M 1.17% +13,728 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 195,647 shares; 2024Q4: 220,767 shares; 2025Q1: 296,429 shares; 2025Q2: 333,313 shares; 2025Q3: 408,895 shares; 2025Q4: 422,138 shares 422,138 $22.7M 1.13% +13,243 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,907 shares; 2024Q4: 13,406 shares; 2025Q1: 12,907 shares; 2025Q2: 16,546 shares; 2025Q3: 279,999 shares; 2025Q4: 273,210 shares 273,210 $22.6M 1.12% -6,789 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,028 shares; 2025Q3: 379,738 shares; 2025Q4: 372,749 shares 372,749 $22.3M 1.11% -6,989 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: 26,077 shares; 2024Q4: 38,841 shares; 2025Q1: 36,360 shares; 2025Q2: 33,934 shares; 2025Q3: 32,009 shares; 2025Q4: 45,821 shares 45,821 $21.7M 1.08% +13,812 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: 89,100 shares; 2024Q4: 89,933 shares; 2025Q1: 90,497 shares; 2025Q2: 56,752 shares; 2025Q3: 50,722 shares; 2025Q4: 60,092 shares 60,092 $19.4M 0.96% +9,370 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: 121,068 shares; 2024Q4: 118,525 shares; 2025Q1: 113,128 shares; 2025Q2: 108,552 shares; 2025Q3: 114,205 shares; 2025Q4: 116,090 shares 116,090 $16.7M 0.83% +1,885 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: 65,014 shares; 2024Q4: 61,205 shares; 2025Q1: 63,920 shares; 2025Q2: 34,958 shares; 2025Q3: 33,786 shares; 2025Q4: 33,208 shares 33,208 $16.2M 0.8% -578 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: 45,405 shares; 2024Q4: 51,184 shares; 2025Q1: 56,338 shares; 2025Q2: 17,688 shares; 2025Q3: 17,978 shares; 2025Q4: 24,051 shares 24,051 $15.9M 0.79% +6,073 Timeline SCHE 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: 15,590 shares; 2024Q4: 16,738 shares; 2025Q1: 19,670 shares; 2025Q2: 15,617 shares; 2025Q3: 448,762 shares; 2025Q4: 448,515 shares 448,515 $14.7M 0.73% -247 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 143,356 shares; 2024Q4: 127,477 shares; 2025Q1: 138,439 shares; 2025Q2: 112,218 shares; 2025Q3: 117,924 shares; 2025Q4: 120,350 shares 120,350 $14.7M 0.73% +2,426 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: 3,611 shares; 2024Q4: 3,878 shares; 2025Q1: 4,224 shares; 2025Q2: 3,428 shares; 2025Q3: 6,014 shares; 2025Q4: 23,657 shares 23,657 $14.5M 0.72% +17,643 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: 230,013 shares; 2024Q4: 220,282 shares; 2025Q1: 186,648 shares; 2025Q2: 178,108 shares; 2025Q3: 168,250 shares; 2025Q4: 159,311 shares 159,311 $14.3M 0.71% -8,939 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 45,113 shares; 2025Q4: 45,127 shares 45,127 $14.2M 0.7% +14 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: 63,431 shares; 2024Q4: 65,446 shares; 2025Q1: 67,003 shares; 2025Q2: 32,925 shares; 2025Q3: 29,879 shares; 2025Q4: 40,728 shares 40,728 $14.1M 0.7% +10,849 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,296 shares; 2024Q4: 73,168 shares; 2025Q1: 110,890 shares; 2025Q2: 56,008 shares; 2025Q3: 63,431 shares; 2025Q4: 64,925 shares 64,925 $13.6M 0.67% +1,494 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,438 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 152,701 shares; 2025Q4: 147,420 shares 147,420 $12.3M 0.61% -5,281 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 159,454 shares; 2024Q4: 155,552 shares; 2025Q1: 158,266 shares; 2025Q2: 154,302 shares; 2025Q3: 162,856 shares; 2025Q4: 166,236 shares 166,236 $11.9M 0.59% +3,380 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: 52,234 shares; 2024Q4: 101,147 shares; 2025Q1: 117,535 shares; 2025Q2: 112,250 shares; 2025Q3: 116,218 shares; 2025Q4: 118,620 shares 118,620 $11.4M 0.57% +2,402 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: 23,513 shares; 2025Q1: 32,040 shares; 2025Q2: 22,076 shares; 2025Q3: 22,312 shares; 2025Q4: 227,604 shares 227,604 $11.3M 0.56% +205,292 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: 2,300 shares; 2024Q4: 3,472 shares; 2025Q1: 7,619 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 43,905 shares 43,905 $11.1M 0.55% new 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: 25,929 shares; 2024Q4: 26,041 shares; 2025Q1: 26,502 shares; 2025Q2: 19,750 shares; 2025Q3: 19,718 shares; 2025Q4: 22,064 shares 22,064 $11.1M 0.55% +2,346 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 456,157 shares; 2024Q4: 436,233 shares; 2025Q1: 285,954 shares; 2025Q2: 257,217 shares; 2025Q3: 253,915 shares; 2025Q4: 236,026 shares 236,026 $10.5M 0.52% -17,889 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,323 shares; 2024Q4: 25,389 shares; 2025Q1: 176,492 shares; 2025Q2: 217,072 shares; 2025Q3: 187,751 shares; 2025Q4: 208,054 shares 208,054 $10.5M 0.52% +20,303 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: 8,075 shares; 2024Q4: 8,345 shares; 2025Q1: 9,022 shares; 2025Q2: 6,350 shares; 2025Q3: 6,205 shares; 2025Q4: 28,297 shares 28,297 $10.5M 0.52% +22,092 Timeline FNCL 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: 65,356 shares; 2025Q1: 75,063 shares; 2025Q2: 114,516 shares; 2025Q3: 126,008 shares; 2025Q4: 130,687 shares 130,687 $10.2M 0.5% +4,679 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: 67,217 shares; 2024Q4: 69,827 shares; 2025Q1: 65,970 shares; 2025Q2: 10,093 shares; 2025Q3: 13,642 shares; 2025Q4: 21,603 shares 21,603 $9.72M 0.48% +7,961 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 413,453 shares; 2024Q4: 551,489 shares; 2025Q1: 549,088 shares; 2025Q2: 212,946 shares; 2025Q3: 205,330 shares; 2025Q4: 182,563 shares 182,563 $9.65M 0.48% -22,767 Timeline EFA 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: 14,284 shares; 2024Q4: 13,133 shares; 2025Q1: 12,857 shares; 2025Q2: 12,608 shares; 2025Q3: 100,848 shares; 2025Q4: 99,985 shares 99,985 $9.6M 0.48% -863 Timeline SDVY 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 218,908 shares; 2025Q3: 238,044 shares; 2025Q4: 247,262 shares 247,262 $9.48M 0.47% +9,218 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 196,020 shares; 2025Q4: 191,136 shares 191,136 $9.45M 0.47% -4,884 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: 5,362 shares; 2024Q4: 5,409 shares; 2025Q1: 5,330 shares; 2025Q2: 4,448 shares; 2025Q3: 12,683 shares; 2025Q4: 12,930 shares 12,930 $8.86M 0.44% +247 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: 92,798 shares; 2024Q4: 93,528 shares; 2025Q1: 120,632 shares; 2025Q2: 107,411 shares; 2025Q3: 108,615 shares; 2025Q4: 113,651 shares 113,651 $8.75M 0.43% +5,036 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,440 shares; 2025Q3: 74,070 shares; 2025Q4: 73,148 shares 73,148 $8.73M 0.43% -922 Timeline MBB 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: 20,015 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 91,599 shares; 2025Q4: 90,375 shares 90,375 $8.61M 0.43% -1,224 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 322,703 shares; 2025Q4: 317,307 shares 317,307 $8.41M 0.42% -5,396 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: 154,513 shares; 2024Q4: 81,121 shares; 2025Q1: 71,974 shares; 2025Q2: 48,230 shares; 2025Q3: 45,474 shares; 2025Q4: 46,439 shares 46,439 $8.25M 0.41% +965 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: 26,730 shares; 2024Q4: 12,306 shares; 2025Q1: 11,256 shares; 2025Q2: 31,497 shares; 2025Q3: 28,254 shares; 2025Q4: 53,292 shares 53,292 $8.25M 0.41% +25,038 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 302,356 shares; 2024Q4: 305,023 shares; 2025Q1: 155,587 shares; 2025Q2: 146,999 shares; 2025Q3: 143,702 shares; 2025Q4: 133,991 shares 133,991 $8.06M 0.4% -9,711 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: 70,322 shares; 2024Q4: 70,939 shares; 2025Q1: 75,165 shares; 2025Q2: 17,185 shares; 2025Q3: 19,496 shares; 2025Q4: 24,938 shares 24,938 $7.83M 0.39% +5,442 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,659 shares; 2024Q4: 69,348 shares; 2025Q1: 69,296 shares; 2025Q2: 80,838 shares; 2025Q3: 78,955 shares; 2025Q4: 77,840 shares 77,840 $7.81M 0.39% -1,115 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: 3,523 shares; 2024Q4: 3,942 shares; 2025Q1: 4,235 shares; 2025Q2: 2,576 shares; 2025Q3: 2,611 shares; 2025Q4: 7,227 shares 7,227 $7.77M 0.39% +4,616 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: 6,254 shares; 2024Q4: 11,809 shares; 2025Q1: 12,796 shares; 2025Q2: 12,917 shares; 2025Q3: 12,772 shares; 2025Q4: 40,400 shares 40,400 $7.74M 0.38% +27,628 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: not reported; 2025Q2: not reported; 2025Q3: 80,247 shares; 2025Q4: 77,287 shares 77,287 $7.67M 0.38% -2,960 Timeline SCHC 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: 158,543 shares; 2024Q4: 185,036 shares; 2025Q1: 6,140 shares; 2025Q2: 5,940 shares; 2025Q3: 170,330 shares; 2025Q4: 168,397 shares 168,397 $7.67M 0.38% -1,933 Timeline EFG 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: 4,283 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,174 shares; 2025Q4: 66,305 shares 66,305 $7.55M 0.37% +41,131 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: 4,821 shares; 2024Q4: 5,235 shares; 2025Q1: 5,009 shares; 2025Q2: 3,195 shares; 2025Q3: 5,069,374 shares; 2025Q4: 5,069,377 shares 5,069,377 $7.51M +3 Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios. 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: 27,647 shares; 2024Q4: 27,861 shares; 2025Q1: 32,163 shares; 2025Q2: 25,392 shares; 2025Q3: 27,325 shares; 2025Q4: 32,752 shares 32,752 $7.48M 0.37% +5,427 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,668 shares; 2024Q4: 34,513 shares; 2025Q1: 35,608 shares; 2025Q2: 43,968 shares; 2025Q3: 45,598 shares; 2025Q4: 46,829 shares 46,829 $7.46M 0.37% +1,231 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: 17,752 shares; 2024Q4: 19,591 shares; 2025Q1: 21,794 shares; 2025Q2: 5,194 shares; 2025Q3: 6,720 shares; 2025Q4: 78,206 shares 78,206 $7.33M 0.36% +71,486 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: 11,692 shares; 2024Q4: 26,554 shares; 2025Q1: 28,412 shares; 2025Q2: 24,215 shares; 2025Q3: 28,494 shares; 2025Q4: 38,684 shares 38,684 $7.13M 0.35% +10,190 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,610 shares; 2024Q4: 2,584 shares; 2025Q1: 5,216 shares; 2025Q2: 18,325 shares; 2025Q3: 37,274 shares; 2025Q4: 77,043 shares 77,043 $7.04M 0.35% +39,769 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: 7,137 shares; 2024Q4: 7,288 shares; 2025Q1: 8,124 shares; 2025Q2: 4,634 shares; 2025Q3: 6,086 shares; 2025Q4: 12,220 shares 12,220 $6.98M 0.35% +6,134 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 107,054 shares 107,054 $6.76M 0.34% new 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: 56,209 shares; 2024Q4: 54,946 shares; 2025Q1: 62,994 shares; 2025Q2: 44,546 shares; 2025Q3: 42,539 shares; 2025Q4: 31,703 shares 31,703 $6.56M 0.33% -10,836 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,087 shares; 2024Q4: 3,316 shares; 2025Q1: 4,291 shares; 2025Q2: 36,909 shares; 2025Q3: 43,638 shares; 2025Q4: 71,267 shares 71,267 $6.5M 0.32% +27,629 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: 9,140 shares; 2024Q4: 10,097 shares; 2025Q1: 10,658 shares; 2025Q2: 8,829 shares; 2025Q3: 7,521 shares; 2025Q4: 7,429 shares 7,429 $6.41M 0.32% -92 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: 33,235 shares; 2024Q4: 34,172 shares; 2025Q1: 35,038 shares; 2025Q2: 26,726 shares; 2025Q3: 24,775 shares; 2025Q4: 18,360 shares 18,360 $6.32M 0.31% -6,415 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: 65,738 shares; 2024Q4: 68,681 shares; 2025Q1: 73,283 shares; 2025Q2: 16,009 shares; 2025Q3: 15,349 shares; 2025Q4: 17,383 shares 17,383 $6.1M 0.3% +2,034 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: 83,361 shares; 2024Q4: 91,194 shares; 2025Q1: 99,183 shares; 2025Q2: 51,650 shares; 2025Q3: 47,671 shares; 2025Q4: 50,239 shares 50,239 $6.05M 0.3% +2,568 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 56,045 shares; 2025Q4: 53,964 shares 53,964 $5.94M 0.29% -2,081 Timeline QLTA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 126,511 shares; 2025Q4: 122,970 shares 122,970 $5.91M 0.29% -3,541 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: 11,659 shares; 2024Q4: 11,469 shares; 2025Q1: 11,636 shares; 2025Q2: 11,061 shares; 2025Q3: 10,213 shares; 2025Q4: 10,163 shares 10,163 $5.82M 0.29% -50 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,507 shares; 2024Q4: 18,826 shares; 2025Q1: 19,079 shares; 2025Q2: 16,021 shares; 2025Q3: 15,322 shares; 2025Q4: 35,506 shares 35,506 $5.7M 0.28% +20,184 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,948 shares; 2024Q4: 1,831 shares; 2025Q1: 9,896 shares; 2025Q2: 9,492 shares; 2025Q3: 14,091 shares; 2025Q4: 24,950 shares 24,950 $5.69M 0.28% +10,859 Timeline AAAU GOLDMAN SACHS PHYSICAL GOLD More: the full row for GOLDMAN SACHS PHYSICAL GOLD 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: 129,630 shares 129,630 $5.52M 0.27% new 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: 69,052 shares; 2024Q4: 64,359 shares; 2025Q1: 65,585 shares; 2025Q2: 43,152 shares; 2025Q3: 42,310 shares; 2025Q4: 37,301 shares 37,301 $5.35M 0.27% -5,009 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 36,728 shares; 2025Q3: 37,385 shares; 2025Q4: 37,386 shares 37,386 $5.29M 0.26% +1 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,791 shares; 2025Q2: 2,204 shares; 2025Q3: 3,345 shares; 2025Q4: 6,434 shares 6,434 $5.28M 0.26% +3,089 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: 37,152 shares; 2024Q4: 40,433 shares; 2025Q1: 55,095 shares; 2025Q2: 24,936 shares; 2025Q3: 28,002 shares; 2025Q4: 30,604 shares 30,604 $5.23M 0.26% +2,602 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: 20,935 shares; 2024Q4: 21,106 shares; 2025Q1: 24,229 shares; 2025Q2: 23,022 shares; 2025Q3: 26,282 shares; 2025Q4: 20,192 shares 20,192 $5.19M 0.26% -6,090 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: 12,330 shares; 2024Q4: 14,064 shares; 2025Q1: 14,881 shares; 2025Q2: 16,032 shares; 2025Q3: 32,930 shares; 2025Q4: 51,852 shares 51,852 $5.18M 0.26% +18,922 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 101,332 shares; 2025Q4: 101,615 shares 101,615 $5.08M 0.25% +283 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: 6,345 shares; 2024Q4: 10,802 shares; 2025Q1: 43,306 shares; 2025Q2: 41,936 shares; 2025Q3: 31,130 shares; 2025Q4: 30,910 shares 30,910 $5.01M 0.25% -220 Timeline SPIP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 193,039 shares; 2025Q4: 191,792 shares 191,792 $4.98M 0.25% -1,247 Timeline SNA SNAP ON INC More: the full row for SNAP ON 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: 4,824 shares; 2025Q2: 6,826 shares; 2025Q3: 8,556 shares; 2025Q4: 14,423 shares 14,423 $4.97M 0.25% +5,867 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: 29,365 shares; 2024Q4: 30,357 shares; 2025Q1: 26,584 shares; 2025Q2: 23,516 shares; 2025Q3: 21,276 shares; 2025Q4: 34,250 shares 34,250 $4.92M 0.24% +12,974 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: 45,157 shares; 2024Q4: 42,526 shares; 2025Q1: 43,809 shares; 2025Q2: 40,290 shares; 2025Q3: 31,477 shares; 2025Q4: 31,097 shares 31,097 $4.78M 0.24% -380 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: 4,552 shares; 2024Q4: 4,521 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 56,683 shares; 2025Q4: 57,998 shares 57,998 $4.71M 0.23% +1,315 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: 20,160 shares; 2024Q4: 26,159 shares; 2025Q1: 29,191 shares; 2025Q2: 14,523 shares; 2025Q3: 13,445 shares; 2025Q4: 15,152 shares 15,152 $4.6M 0.23% +1,707 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: 21,542 shares; 2024Q4: 21,074 shares; 2025Q1: 20,072 shares; 2025Q2: 36,349 shares; 2025Q3: 36,014 shares; 2025Q4: 36,153 shares 36,153 $4.46M 0.22% +139 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,107 shares; 2025Q1: 17,159 shares; 2025Q2: 11,927 shares; 2025Q3: 14,270 shares; 2025Q4: 25,618 shares 25,618 $4.39M 0.22% +11,348 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 36,535 shares 36,535 $4.36M 0.22% new Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,414 shares; 2024Q4: 19,333 shares; 2025Q1: 20,808 shares; 2025Q2: 16,730 shares; 2025Q3: 15,045 shares; 2025Q4: 14,853 shares 14,853 $4.29M 0.21% -192 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: 786 shares; 2024Q4: 785 shares; 2025Q1: 2,238 shares; 2025Q2: 1,554 shares; 2025Q3: 3,254 shares; 2025Q4: 3,510 shares 3,510 $4.26M 0.21% +256 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: 29,897 shares; 2024Q4: 39,499 shares; 2025Q1: 43,153 shares; 2025Q2: 37,747 shares; 2025Q3: 36,690 shares; 2025Q4: 27,514 shares 27,514 $4.19M 0.21% -9,176 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,260 shares; 2024Q4: 173,078 shares; 2025Q1: 180,276 shares; 2025Q2: 173,031 shares; 2025Q3: 155,844 shares; 2025Q4: 154,435 shares 154,435 $4.16M 0.21% -1,409 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: 14,493 shares; 2024Q4: 15,319 shares; 2025Q1: 15,027 shares; 2025Q2: 15,727 shares; 2025Q3: 15,712 shares; 2025Q4: 19,112 shares 19,112 $4.02M 0.2% +3,400 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: 7,979 shares; 2024Q4: 7,875 shares; 2025Q1: 7,855 shares; 2025Q2: 8,959 shares; 2025Q3: 9,305 shares; 2025Q4: 10,128 shares 10,128 $4.01M 0.2% +823 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: 20,559 shares; 2024Q4: 17,952 shares; 2025Q1: 18,729 shares; 2025Q2: 17,212 shares; 2025Q3: 14,807 shares; 2025Q4: 14,518 shares 14,518 $3.96M 0.2% -289 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: 763 shares; 2024Q4: 780 shares; 2025Q1: 926 shares; 2025Q2: 497 shares; 2025Q3: 794 shares; 2025Q4: 3,641 shares 3,641 $3.9M 0.19% +2,847 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: 6,993 shares; 2024Q4: 12,111 shares; 2025Q1: 15,205 shares; 2025Q2: 13,160 shares; 2025Q3: 11,778 shares; 2025Q4: 13,134 shares 13,134 $3.89M 0.19% +1,356 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: 34,380 shares; 2024Q4: 34,199 shares; 2025Q1: 32,780 shares; 2025Q2: 29,104 shares; 2025Q3: 26,431 shares; 2025Q4: 30,586 shares 30,586 $3.83M 0.19% +4,155 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: 20,921 shares; 2024Q4: 23,701 shares; 2025Q1: 20,926 shares; 2025Q2: 11,299 shares; 2025Q3: 11,662 shares; 2025Q4: 11,506 shares 11,506 $3.8M 0.19% -156 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 266 shares; 2024Q4: 264 shares; 2025Q1: 537 shares; 2025Q2: 292 shares; 2025Q3: 587 shares; 2025Q4: 709 shares 709 $3.79M 0.19% +122 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,969 shares; 2025Q3: 15,403 shares; 2025Q4: 27,736 shares 27,736 $3.78M 0.19% +12,333 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 69,571 shares; 2025Q4: 68,933 shares 68,933 $3.71M 0.18% -638 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: 96,567 shares; 2024Q4: 83,534 shares; 2025Q1: 68,690 shares; 2025Q2: 65,319 shares; 2025Q3: 63,859 shares; 2025Q4: 64,690 shares 64,690 $3.7M 0.18% +831 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: 12,397 shares; 2024Q4: 11,601 shares; 2025Q1: 13,157 shares; 2025Q2: 7,329 shares; 2025Q3: 6,340 shares; 2025Q4: 6,378 shares 6,378 $3.7M 0.18% +38 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,485 shares; 2024Q4: not reported; 2025Q1: 6,606 shares; 2025Q2: 5,667 shares; 2025Q3: 8,583 shares; 2025Q4: 22,565 shares 22,565 $3.67M 0.18% +13,982 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,340 shares; 2025Q2: 30,789 shares; 2025Q3: 37,150 shares; 2025Q4: 41,752 shares 41,752 $3.64M 0.18% +4,602 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 37,267 shares 37,267 $3.58M 0.18% new 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: 42,267 shares; 2024Q4: 39,670 shares; 2025Q1: 45,651 shares; 2025Q2: 22,536 shares; 2025Q3: 29,217 shares; 2025Q4: 33,883 shares 33,883 $3.57M 0.18% +4,666 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH 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: 10,937 shares; 2025Q2: not reported; 2025Q3: 9,526 shares; 2025Q4: 17,025 shares 17,025 $3.5M 0.17% +7,499 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: 36,244 shares; 2024Q4: 34,314 shares; 2025Q1: 22,947 shares; 2025Q2: 26,483 shares; 2025Q3: 30,204 shares; 2025Q4: 28,395 shares 28,395 $3.49M 0.17% -1,809 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA 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: 5,978 shares; 2025Q2: 5,653 shares; 2025Q3: 9,539 shares; 2025Q4: 11,990 shares 11,990 $3.4M 0.17% +2,451 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: 91,436 shares; 2024Q4: 95,004 shares; 2025Q1: 97,525 shares; 2025Q2: 7,562 shares; 2025Q3: 6,420 shares; 2025Q4: 17,410 shares 17,410 $3.39M 0.17% +10,990 Timeline QLTY GMO ETF TRUST More: the full row for GMO ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 87,908 shares 87,908 $3.38M 0.17% new 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: 2,002 shares; 2024Q4: 1,926 shares; 2025Q1: 8,185 shares; 2025Q2: 8,129 shares; 2025Q3: 11,810 shares; 2025Q4: 31,542 shares 31,542 $3.31M 0.16% +19,732 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: 4,121 shares; 2024Q4: 4,163 shares; 2025Q1: 13,566 shares; 2025Q2: 11,581 shares; 2025Q3: 17,184 shares; 2025Q4: 40,444 shares 40,444 $3.2M 0.16% +23,260 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,812 shares; 2024Q4: 6,192 shares; 2025Q1: 6,558 shares; 2025Q2: 3,692 shares; 2025Q3: 3,070 shares; 2025Q4: 6,348 shares 6,348 $3.11M 0.15% +3,278 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: 1,449 shares; 2024Q4: 1,605 shares; 2025Q1: 17,671 shares; 2025Q2: 7,363 shares; 2025Q3: 11,820 shares; 2025Q4: 13,469 shares 13,469 $3.06M 0.15% +1,649 Timeline REZ 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: 115,114 shares; 2024Q4: 56,337 shares; 2025Q1: 45,341 shares; 2025Q2: 42,083 shares; 2025Q3: 39,447 shares; 2025Q4: 37,016 shares 37,016 $3.06M 0.15% -2,431 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: 90,174 shares; 2024Q4: 66,442 shares; 2025Q1: 64,773 shares; 2025Q2: 57,643 shares; 2025Q3: 57,483 shares; 2025Q4: 59,590 shares 59,590 $3.01M 0.15% +2,107 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: 19,540 shares; 2024Q4: 34,476 shares; 2025Q1: 18,908 shares; 2025Q2: 17,608 shares; 2025Q3: 30,375 shares; 2025Q4: 30,832 shares 30,832 $2.97M 0.15% +457 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: 32,974 shares; 2024Q4: 33,073 shares; 2025Q1: 36,782 shares; 2025Q2: 18,530 shares; 2025Q3: 21,597 shares; 2025Q4: 25,870 shares 25,870 $2.88M 0.14% +4,273 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: 2,178 shares; 2024Q4: 2,168 shares; 2025Q1: 8,528 shares; 2025Q2: 8,467 shares; 2025Q3: 14,945 shares; 2025Q4: 32,857 shares 32,857 $2.87M 0.14% +17,912 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN 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: 7,489 shares; 2025Q2: 4,933 shares; 2025Q3: 7,107 shares; 2025Q4: 8,042 shares 8,042 $2.84M 0.14% +935 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: 8,075 shares; 2024Q4: 8,099 shares; 2025Q1: 8,381 shares; 2025Q2: 7,244 shares; 2025Q3: 7,568 shares; 2025Q4: 9,220 shares 9,220 $2.82M 0.14% +1,652 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: 3,777 shares; 2024Q4: 4,437 shares; 2025Q1: 5,058 shares; 2025Q2: 4,045 shares; 2025Q3: 4,532 shares; 2025Q4: 12,991 shares 12,991 $2.78M 0.14% +8,459 Timeline WCBR 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: 97,462 shares; 2024Q4: 96,169 shares; 2025Q1: 93,619 shares; 2025Q2: 90,437 shares; 2025Q3: 98,239 shares; 2025Q4: 98,921 shares 98,921 $2.76M 0.14% +682 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,762 shares; 2024Q4: 15,553 shares; 2025Q1: 19,656 shares; 2025Q2: 17,724 shares; 2025Q3: 17,255 shares; 2025Q4: 16,811 shares 16,811 $2.74M 0.14% -444 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,257 shares; 2024Q4: 6,744 shares; 2025Q1: 7,534 shares; 2025Q2: 565 shares; 2025Q3: 540 shares; 2025Q4: 4,794 shares 4,794 $2.72M 0.13% +4,254 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,937 shares; 2024Q4: 2,052 shares; 2025Q1: 1,945 shares; 2025Q2: 2,121 shares; 2025Q3: 2,019 shares; 2025Q4: 8,458 shares 8,458 $2.71M 0.13% +6,439 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,994 shares; 2024Q4: 88,656 shares; 2025Q1: 94,228 shares; 2025Q2: 99,719 shares; 2025Q3: 93,107 shares; 2025Q4: 91,028 shares 91,028 $2.69M 0.13% -2,079 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: 11,935 shares; 2024Q4: 12,059 shares; 2025Q1: 12,815 shares; 2025Q2: 10,441 shares; 2025Q3: 10,411 shares; 2025Q4: 10,425 shares 10,425 $2.68M 0.13% +14 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: 68,244 shares; 2024Q4: 75,619 shares; 2025Q1: 83,572 shares; 2025Q2: 19,604 shares; 2025Q3: 17,134 shares; 2025Q4: 16,604 shares 16,604 $2.67M 0.13% -530 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,794 shares; 2025Q1: 6,794 shares; 2025Q2: 7,444 shares; 2025Q3: 7,678 shares; 2025Q4: 82,313 shares 82,313 $2.64M 0.13% +74,635 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 668 shares; 2024Q4: 745 shares; 2025Q1: 1,313 shares; 2025Q2: 567 shares; 2025Q3: 1,072 shares; 2025Q4: 1,516 shares 1,516 $2.56M 0.13% +444 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,212 shares; 2024Q4: 21,422 shares; 2025Q1: 17,490 shares; 2025Q2: 16,362 shares; 2025Q3: 13,062 shares; 2025Q4: 12,433 shares 12,433 $2.55M 0.13% -629 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: 1,785 shares; 2024Q4: 1,937 shares; 2025Q1: 2,122 shares; 2025Q2: 690 shares; 2025Q3: 1,221 shares; 2025Q4: 5,388 shares 5,388 $2.53M 0.13% +4,167 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,866 shares; 2024Q4: 1,883 shares; 2025Q1: 1,875 shares; 2025Q2: not reported; 2025Q3: 23,822 shares; 2025Q4: 22,520 shares 22,520 $2.48M 0.12% -1,302 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: 6,473 shares; 2024Q4: 6,326 shares; 2025Q1: 6,492 shares; 2025Q2: 3,906 shares; 2025Q3: 3,888 shares; 2025Q4: 5,321 shares 5,321 $2.48M 0.12% +1,433 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: 2,001 shares; 2024Q4: 2,095 shares; 2025Q1: 2,203 shares; 2025Q2: 1,523 shares; 2025Q3: 1,516 shares; 2025Q4: 16,015 shares 16,015 $2.45M 0.12% +14,499 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,351 shares; 2024Q4: 25,276 shares; 2025Q1: 22,162 shares; 2025Q2: 21,536 shares; 2025Q3: 21,859 shares; 2025Q4: 22,522 shares 22,522 $2.41M 0.12% +663 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: 6,570 shares; 2024Q4: 3,147 shares; 2025Q1: 3,071 shares; 2025Q2: 2,334 shares; 2025Q3: 2,064 shares; 2025Q4: 3,591 shares 3,591 $2.38M 0.12% +1,527 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,220 shares; 2025Q2: 13,255 shares; 2025Q3: 24,239 shares; 2025Q4: 29,301 shares 29,301 $2.33M 0.12% +5,062 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: 140,045 shares; 2024Q4: 138,596 shares; 2025Q1: 106,158 shares; 2025Q2: 92,135 shares; 2025Q3: 92,684 shares; 2025Q4: 75,052 shares 75,052 $2.32M 0.12% -17,632 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: 9,363 shares; 2024Q4: 9,748 shares; 2025Q1: 10,667 shares; 2025Q2: 8,568 shares; 2025Q3: 7,684 shares; 2025Q4: 7,059 shares 7,059 $2.31M 0.11% -625 Timeline GSST GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 45,338 shares 45,338 $2.29M 0.11% new Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,638 shares; 2024Q4: 21,057 shares; 2025Q1: 21,576 shares; 2025Q2: 20,047 shares; 2025Q3: 18,059 shares; 2025Q4: 17,624 shares 17,624 $2.27M 0.11% -435 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: not reported; 2024Q4: not reported; 2025Q1: 15,108 shares; 2025Q2: 14,724 shares; 2025Q3: 14,394 shares; 2025Q4: 39,442 shares 39,442 $2.27M 0.11% +25,048 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,125 shares 1,125 $2.27M 0.11% new Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,703 shares; 2024Q4: 8,025 shares; 2025Q1: 8,629 shares; 2025Q2: 10,818 shares; 2025Q3: 31,769 shares; 2025Q4: 33,679 shares 33,679 $2.26M 0.11% +1,910 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: 5,935 shares; 2024Q4: 5,727 shares; 2025Q1: 6,699 shares; 2025Q2: 4,411 shares; 2025Q3: 5,550 shares; 2025Q4: 6,350 shares 6,350 $2.22M 0.11% +800 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: 7,145 shares; 2024Q4: 8,240 shares; 2025Q1: 8,297 shares; 2025Q2: 11,689 shares; 2025Q3: 10,842 shares; 2025Q4: 11,635 shares 11,635 $2.22M 0.11% +793 Timeline GNMA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 50,930 shares; 2025Q4: 49,856 shares 49,856 $2.22M 0.11% -1,074 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,037 shares; 2024Q4: 23,371 shares; 2025Q1: 24,954 shares; 2025Q2: 3,925 shares; 2025Q3: 6,300 shares; 2025Q4: 7,417 shares 7,417 $2.2M 0.11% +1,117 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: 22,416 shares; 2024Q4: 33,356 shares; 2025Q1: 34,442 shares; 2025Q2: 19,296 shares; 2025Q3: 16,545 shares; 2025Q4: 9,961 shares 9,961 $2.19M 0.11% -6,584 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,707 shares; 2024Q4: 27,509 shares; 2025Q1: 22,209 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 131,985 shares 131,985 $2.18M 0.11% new 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: 33,970 shares; 2024Q4: 35,374 shares; 2025Q1: 36,981 shares; 2025Q2: 8,979 shares; 2025Q3: 9,704 shares; 2025Q4: 11,842 shares 11,842 $2.17M 0.11% +2,138 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: 4,137 shares; 2024Q4: 4,461 shares; 2025Q1: 5,357 shares; 2025Q2: 4,581 shares; 2025Q3: 4,373 shares; 2025Q4: 4,465 shares 4,465 $2.16M 0.11% +92 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,365 shares; 2024Q4: 3,349 shares; 2025Q1: 4,879 shares; 2025Q2: 2,777 shares; 2025Q3: 3,181 shares; 2025Q4: 3,443 shares 3,443 $2.16M 0.11% +262 Timeline NTAP NETAPP INC More: the full row for NETAPP 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: 7,811 shares; 2025Q2: 7,877 shares; 2025Q3: 16,487 shares; 2025Q4: 19,852 shares 19,852 $2.13M 0.11% +3,365 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: 11,131 shares; 2024Q4: 11,735 shares; 2025Q1: 11,270 shares; 2025Q2: 8,850 shares; 2025Q3: 7,914 shares; 2025Q4: 7,611 shares 7,611 $2.04M 0.1% -303 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,961 shares; 2025Q4: 16,154 shares 16,154 $2.03M 0.1% +6,193 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,462 shares; 2024Q4: 23,462 shares; 2025Q1: 23,462 shares; 2025Q2: 23,462 shares; 2025Q3: 24,118 shares; 2025Q4: 23,759 shares 23,759 $2.01M 0.1% -359 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,793 shares; 2024Q4: 14,531 shares; 2025Q1: 15,775 shares; 2025Q2: 14,611 shares; 2025Q3: 13,898 shares; 2025Q4: 18,264 shares 18,264 $2.01M 0.1% +4,366 Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,814 shares; 2025Q2: 3,752 shares; 2025Q3: 6,002 shares; 2025Q4: 7,810 shares 7,810 $1.99M 0.1% +1,808 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: not reported; 2024Q4: not reported; 2025Q1: 12,165 shares; 2025Q2: 13,530 shares; 2025Q3: 14,422 shares; 2025Q4: 14,508 shares 14,508 $1.99M 0.1% +86 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,544 shares; 2024Q4: 1,410 shares; 2025Q1: 2,119 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,905 shares 2,905 $1.97M 0.1% new 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: 30,865 shares; 2024Q4: 32,117 shares; 2025Q1: 34,727 shares; 2025Q2: 8,916 shares; 2025Q3: 7,901 shares; 2025Q4: 7,408 shares 7,408 $1.96M 0.1% -493 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,453 shares; 2025Q4: 13,478 shares 13,478 $1.93M 0.1% +25 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,456 shares; 2024Q4: 2,076 shares; 2025Q1: 2,800 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,882 shares 10,882 $1.91M 0.09% new Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,570 shares; 2024Q4: 45,058 shares; 2025Q1: 59,726 shares; 2025Q2: 7,298 shares; 2025Q3: 6,441 shares; 2025Q4: 8,787 shares 8,787 $1.91M 0.09% +2,346 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,332 shares; 2024Q4: 1,403 shares; 2025Q1: 1,496 shares; 2025Q2: 1,170 shares; 2025Q3: 1,370 shares; 2025Q4: 5,351 shares 5,351 $1.89M 0.09% +3,981 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: 4,814 shares; 2024Q4: 4,884 shares; 2025Q1: 4,644 shares; 2025Q2: 4,628 shares; 2025Q3: 4,719 shares; 2025Q4: 5,926 shares 5,926 $1.89M 0.09% +1,207 Timeline FOXA FOX CORP More: the full row for FOX 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: 12,325 shares; 2025Q2: 12,054 shares; 2025Q3: 19,900 shares; 2025Q4: 25,494 shares 25,494 $1.86M 0.09% +5,594 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,197 shares; 2024Q4: 8,991 shares; 2025Q1: 8,928 shares; 2025Q2: 8,923 shares; 2025Q3: 8,539 shares; 2025Q4: 8,734 shares 8,734 $1.85M 0.09% +195 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,299 shares; 2025Q4: 6,400 shares 6,400 $1.83M 0.09% +5,101 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: 7,568 shares; 2024Q4: 7,677 shares; 2025Q1: 7,744 shares; 2025Q2: 5,855 shares; 2025Q3: 5,226 shares; 2025Q4: 5,387 shares 5,387 $1.81M 0.09% +161 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: 4,615 shares; 2024Q4: 22,917 shares; 2025Q1: 4,362 shares; 2025Q2: 4,827 shares; 2025Q3: 4,612 shares; 2025Q4: 4,853 shares 4,853 $1.81M 0.09% +241 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: 2,499 shares; 2024Q4: 2,552 shares; 2025Q1: 2,611 shares; 2025Q2: 2,110 shares; 2025Q3: 2,574 shares; 2025Q4: 5,138 shares 5,138 $1.81M 0.09% +2,564 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: 16,822 shares; 2024Q4: 16,269 shares; 2025Q1: 24,473 shares; 2025Q2: 40,925 shares; 2025Q3: 41,466 shares; 2025Q4: 36,636 shares 36,636 $1.8M 0.09% -4,830 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM 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: 22,876 shares; 2025Q2: 14,569 shares; 2025Q3: 20,434 shares; 2025Q4: 22,320 shares 22,320 $1.8M 0.09% +1,886 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,430 shares; 2025Q4: 17,838 shares 17,838 $1.79M 0.09% +408 Timeline CNM CORE & MAIN INC More: the full row for CORE & MAIN 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: 34,225 shares 34,225 $1.78M 0.09% new Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,982 shares; 2025Q4: 21,547 shares 21,547 $1.78M 0.09% +565 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: 14,690 shares; 2024Q4: 14,538 shares; 2025Q1: 12,700 shares; 2025Q2: 9,864 shares; 2025Q3: 10,325 shares; 2025Q4: 9,943 shares 9,943 $1.77M 0.09% -382 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,334 shares; 2024Q4: 2,059 shares; 2025Q1: 2,218 shares; 2025Q2: 417 shares; 2025Q3: 392 shares; 2025Q4: 3,878 shares 3,878 $1.76M 0.09% +3,486 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: 11,067 shares; 2024Q4: 11,066 shares; 2025Q1: 12,186 shares; 2025Q2: 13,223 shares; 2025Q3: 11,784 shares; 2025Q4: 39,344 shares 39,344 $1.76M 0.09% +27,560 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,007 shares 11,007 $1.73M 0.09% new Timeline BBY BEST BUY INC More: the full row for BEST BUY 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: 5,604 shares; 2025Q2: 14,064 shares; 2025Q3: 21,315 shares; 2025Q4: 25,760 shares 25,760 $1.72M 0.09% +4,445 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,563 shares; 2024Q4: 16,432 shares; 2025Q1: 16,432 shares; 2025Q2: 16,932 shares; 2025Q3: 18,528 shares; 2025Q4: 26,520 shares 26,520 $1.71M 0.08% +7,992 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,076 shares; 2024Q4: 2,039 shares; 2025Q1: 3,802 shares; 2025Q2: 4,431 shares; 2025Q3: 5,054 shares; 2025Q4: 4,007 shares 4,007 $1.67M 0.08% -1,047 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: 6,083 shares; 2024Q4: 6,071 shares; 2025Q1: 5,508 shares; 2025Q2: 4,724 shares; 2025Q3: 4,058 shares; 2025Q4: 4,040 shares 4,040 $1.67M 0.08% -18 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: 41,188 shares; 2024Q4: 33,785 shares; 2025Q1: 52,564 shares; 2025Q2: 41,971 shares; 2025Q3: 43,347 shares; 2025Q4: 40,910 shares 40,910 $1.67M 0.08% -2,437 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,429 shares; 2025Q4: 44,404 shares 44,404 $1.66M 0.08% +23,975 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: 35,445 shares; 2024Q4: 67,045 shares; 2025Q1: 75,187 shares; 2025Q2: 62,864 shares; 2025Q3: 64,717 shares; 2025Q4: 66,412 shares 66,412 $1.65M 0.08% +1,695 Timeline SPRX LISTED FDS TR More: the full row for LISTED FDS 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: 42,489 shares 42,489 $1.64M 0.08% new 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: 14,537 shares; 2024Q4: 14,495 shares; 2025Q1: 19,737 shares; 2025Q2: 5,889 shares; 2025Q3: 9,653 shares; 2025Q4: 10,768 shares 10,768 $1.63M 0.08% +1,115 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: 11,489 shares; 2024Q4: 12,211 shares; 2025Q1: 11,902 shares; 2025Q2: 13,000 shares; 2025Q3: 11,528 shares; 2025Q4: 11,504 shares 11,504 $1.62M 0.08% -24 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: not reported; 2024Q4: 2,331 shares; 2025Q1: 4,765 shares; 2025Q2: 3,241 shares; 2025Q3: 4,037 shares; 2025Q4: 16,878 shares 16,878 $1.61M 0.08% +12,841 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: 9,210 shares; 2024Q4: 19,133 shares; 2025Q1: 45,114 shares; 2025Q2: 7,929 shares; 2025Q3: 23,595 shares; 2025Q4: 23,609 shares 23,609 $1.56M 0.08% +14 Timeline KDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 60,995 shares 60,995 $1.56M 0.08% new 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: 6,202 shares; 2024Q4: 6,602 shares; 2025Q1: 6,592 shares; 2025Q2: 5,539 shares; 2025Q3: 5,096 shares; 2025Q4: 4,922 shares 4,922 $1.54M 0.08% -174 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: 38,740 shares; 2024Q4: 41,719 shares; 2025Q1: 60,079 shares; 2025Q2: 22,826 shares; 2025Q3: 23,792 shares; 2025Q4: 26,261 shares 26,261 $1.53M 0.08% +2,469 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: 10,634 shares; 2024Q4: 10,630 shares; 2025Q1: 8,271 shares; 2025Q2: 5,433 shares; 2025Q3: 5,824 shares; 2025Q4: 6,309 shares 6,309 $1.52M 0.08% +485 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,364 shares; 2024Q4: 19,350 shares; 2025Q1: 19,319 shares; 2025Q2: 19,220 shares; 2025Q3: 19,223 shares; 2025Q4: 19,611 shares 19,611 $1.52M 0.08% +388 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,285 shares; 2024Q4: 104,548 shares; 2025Q1: 115,944 shares; 2025Q2: 21,238 shares; 2025Q3: 19,153 shares; 2025Q4: 19,401 shares 19,401 $1.49M 0.07% +248 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: 12,975 shares; 2024Q4: 12,617 shares; 2025Q1: 13,409 shares; 2025Q2: 9,387 shares; 2025Q3: 10,746 shares; 2025Q4: 18,471 shares 18,471 $1.48M 0.07% +7,725 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: 16,402 shares; 2024Q4: 19,197 shares; 2025Q1: 15,670 shares; 2025Q2: 12,084 shares; 2025Q3: 15,387 shares; 2025Q4: 15,336 shares 15,336 $1.47M 0.07% -51 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,719 shares; 2024Q4: 4,085 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23,318 shares; 2025Q4: 27,177 shares 27,177 $1.47M 0.07% +3,859 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,010 shares; 2024Q4: 14,635 shares; 2025Q1: 18,598 shares; 2025Q2: 4,428 shares; 2025Q3: 3,345 shares; 2025Q4: 3,206 shares 3,206 $1.45M 0.07% -139 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,883 shares; 2024Q4: 17,309 shares; 2025Q1: 17,235 shares; 2025Q2: 10,720 shares; 2025Q3: 13,051 shares; 2025Q4: 14,141 shares 14,141 $1.45M 0.07% +1,090 Timeline SKY CHAMPION HOMES INC More: the full row for CHAMPION HOMES 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: 17,006 shares 17,006 $1.44M 0.07% new 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: 830 shares; 2024Q4: 914 shares; 2025Q1: 1,226 shares; 2025Q2: 905 shares; 2025Q3: 1,111 shares; 2025Q4: 1,621 shares 1,621 $1.42M 0.07% +510 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: not reported; 2024Q4: not reported; 2025Q1: 11,208 shares; 2025Q2: 10,528 shares; 2025Q3: 16,029 shares; 2025Q4: 18,973 shares 18,973 $1.41M 0.07% +2,944 Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD 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: 21,929 shares; 2025Q3: 33,181 shares; 2025Q4: 33,978 shares 33,978 $1.41M 0.07% +797 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: 10,432 shares; 2024Q4: 10,560 shares; 2025Q1: 11,694 shares; 2025Q2: 9,167 shares; 2025Q3: 9,267 shares; 2025Q4: 24,436 shares 24,436 $1.41M 0.07% +15,169 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: 17,032 shares; 2024Q4: 17,777 shares; 2025Q1: 18,718 shares; 2025Q2: 2,502 shares; 2025Q3: 4,554 shares; 2025Q4: 4,806 shares 4,806 $1.39M 0.07% +252 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: 97,624 shares; 2024Q4: 58,042 shares; 2025Q1: 77,040 shares; 2025Q2: 15,757 shares; 2025Q3: 14,640 shares; 2025Q4: 25,107 shares 25,107 $1.38M 0.07% +10,467 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: 3,889 shares; 2024Q4: 4,192 shares; 2025Q1: 6,414 shares; 2025Q2: 4,115 shares; 2025Q3: 11,432 shares; 2025Q4: 11,330 shares 11,330 $1.36M 0.07% -102 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: 9,412 shares; 2024Q4: 13,133 shares; 2025Q1: 15,502 shares; 2025Q2: 6,592 shares; 2025Q3: 7,409 shares; 2025Q4: 7,838 shares 7,838 $1.36M 0.07% +429 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,356 shares 12,356 $1.35M 0.07% new Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 476 shares; 2025Q2: 494 shares; 2025Q3: 877 shares; 2025Q4: 953 shares 953 $1.33M 0.07% +76 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: 56,147 shares; 2024Q4: 55,571 shares; 2025Q1: 78,591 shares; 2025Q2: 58,696 shares; 2025Q3: 58,663 shares; 2025Q4: 53,338 shares 53,338 $1.33M 0.07% -5,325 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,164 shares; 2024Q4: 19,579 shares; 2025Q1: 19,431 shares; 2025Q2: 17,154 shares; 2025Q3: 17,040 shares; 2025Q4: 19,659 shares 19,659 $1.32M 0.07% +2,619 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: 15,979 shares; 2024Q4: 18,838 shares; 2025Q1: 19,322 shares; 2025Q2: 14,206 shares; 2025Q3: 13,830 shares; 2025Q4: 14,048 shares 14,048 $1.31M 0.07% +218 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,982 shares; 2024Q4: 30,700 shares; 2025Q1: 31,341 shares; 2025Q2: 33,775 shares; 2025Q3: 33,906 shares; 2025Q4: 36,901 shares 36,901 $1.28M 0.06% +2,995 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: 2,925 shares; 2024Q4: 3,166 shares; 2025Q1: 3,536 shares; 2025Q2: 2,436 shares; 2025Q3: 2,300 shares; 2025Q4: 2,443 shares 2,443 $1.28M 0.06% +143 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: 20,049 shares; 2024Q4: 23,586 shares; 2025Q1: 25,132 shares; 2025Q2: 5,814 shares; 2025Q3: 5,480 shares; 2025Q4: 5,496 shares 5,496 $1.27M 0.06% +16 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: 2,592 shares; 2024Q4: 2,653 shares; 2025Q1: 5,482 shares; 2025Q2: 4,764 shares; 2025Q3: 7,726 shares; 2025Q4: 9,254 shares 9,254 $1.26M 0.06% +1,528 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: 12,657 shares; 2024Q4: 12,511 shares; 2025Q1: 12,408 shares; 2025Q2: 3,470 shares; 2025Q3: 4,228 shares; 2025Q4: 8,131 shares 8,131 $1.25M 0.06% +3,903 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: 30,003 shares; 2024Q4: 27,130 shares; 2025Q1: 26,524 shares; 2025Q2: 24,633 shares; 2025Q3: 22,857 shares; 2025Q4: 23,008 shares 23,008 $1.24M 0.06% +151 Timeline SIGI SELECTIVE INS GROUP INC More: the full row for SELECTIVE INS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,511 shares; 2024Q4: 12,475 shares; 2025Q1: 14,702 shares; 2025Q2: 14,702 shares; 2025Q3: 14,702 shares; 2025Q4: 14,702 shares 14,702 $1.23M 0.06% 0 Timeline IWL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,161 shares; 2025Q4: 7,127 shares 7,127 $1.22M 0.06% -34 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: 20,110 shares; 2024Q4: 20,160 shares; 2025Q1: 20,160 shares; 2025Q2: 20,547 shares; 2025Q3: 20,423 shares; 2025Q4: 20,887 shares 20,887 $1.21M 0.06% +464 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,372 shares; 2025Q2: 13,542 shares; 2025Q3: 14,171 shares; 2025Q4: 13,734 shares 13,734 $1.21M 0.06% -437 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,905 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,418 shares 7,418 $1.21M 0.06% new Timeline PAYC PAYCOM SOFTWARE INC More: the full row for PAYCOM SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,224 shares; 2024Q4: 1,208 shares; 2025Q1: not reported; 2025Q2: 3,640 shares; 2025Q3: 6,685 shares; 2025Q4: 7,439 shares 7,439 $1.19M 0.06% +754 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: 26,772 shares; 2024Q4: 28,617 shares; 2025Q1: 28,637 shares; 2025Q2: 23,465 shares; 2025Q3: 18,686 shares; 2025Q4: 16,029 shares 16,029 $1.18M 0.06% -2,657 Timeline HPQ HP INC More: the full row for HP 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: 27,131 shares; 2025Q2: 26,173 shares; 2025Q3: 44,529 shares; 2025Q4: 51,973 shares 51,973 $1.16M 0.06% +7,444 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: 9,159 shares; 2024Q4: 9,392 shares; 2025Q1: 11,750 shares; 2025Q2: 4,394 shares; 2025Q3: 4,738 shares; 2025Q4: 4,659 shares 4,659 $1.15M 0.06% -79 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,171 shares; 2024Q4: 2,996 shares; 2025Q1: 2,134 shares; 2025Q2: 1,698 shares; 2025Q3: 1,579 shares; 2025Q4: 3,549 shares 3,549 $1.15M 0.06% +1,970 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: 4,125 shares; 2024Q4: 5,926 shares; 2025Q1: 8,506 shares; 2025Q2: 937 shares; 2025Q3: 559 shares; 2025Q4: 2,004 shares 2,004 $1.14M 0.06% +1,445 Timeline EEM 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: 17,280 shares; 2024Q4: 17,170 shares; 2025Q1: 17,652 shares; 2025Q2: 17,575 shares; 2025Q3: 21,547 shares; 2025Q4: 20,824 shares 20,824 $1.14M 0.06% -723 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: 158,177 shares; 2024Q4: 139,986 shares; 2025Q1: 169,883 shares; 2025Q2: 39,007 shares; 2025Q3: 38,780 shares; 2025Q4: 37,917 shares 37,917 $1.13M 0.06% -863 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,237 shares; 2024Q4: 13,452 shares; 2025Q1: 12,132 shares; 2025Q2: 11,915 shares; 2025Q3: 11,540 shares; 2025Q4: 11,246 shares 11,246 $1.12M 0.06% -294 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: 13,425 shares; 2024Q4: 13,799 shares; 2025Q1: 7,713 shares; 2025Q2: 5,338 shares; 2025Q3: 5,505 shares; 2025Q4: 5,649 shares 5,649 $1.1M 0.05% +144 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,685 shares; 2024Q4: 1,709 shares; 2025Q1: 1,722 shares; 2025Q2: 1,648 shares; 2025Q3: 1,842 shares; 2025Q4: 2,779 shares 2,779 $1.08M 0.05% +937 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,216 shares; 2024Q4: 15,296 shares; 2025Q1: 14,110 shares; 2025Q2: 14,657 shares; 2025Q3: 14,777 shares; 2025Q4: 14,698 shares 14,698 $1.08M 0.05% -79 Timeline CPAY CORPAY INC More: the full row for CORPAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,586 shares; 2025Q2: 1,820 shares; 2025Q3: 2,767 shares; 2025Q4: 3,571 shares 3,571 $1.07M 0.05% +804 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,174 shares; 2024Q4: 80,666 shares; 2025Q1: 83,470 shares; 2025Q2: 79,628 shares; 2025Q3: 72,207 shares; 2025Q4: 29,516 shares 29,516 $1.07M 0.05% -42,691 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,884 shares; 2024Q4: 11,498 shares; 2025Q1: 12,000 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,288 shares 8,288 $1.07M 0.05% new 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: 10,854 shares; 2024Q4: 10,641 shares; 2025Q1: 9,849 shares; 2025Q2: 8,896 shares; 2025Q3: 8,123 shares; 2025Q4: 12,250 shares 12,250 $1.07M 0.05% +4,127 Timeline AVB AVALONBAY CMNTYS INC More: the full row for AVALONBAY CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,099 shares; 2024Q4: 16,137 shares; 2025Q1: 18,659 shares; 2025Q2: 6,470 shares; 2025Q3: 6,160 shares; 2025Q4: 5,770 shares 5,770 $1.05M 0.05% -390 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,706 shares; 2024Q4: 4,701 shares; 2025Q1: 8,391 shares; 2025Q2: 5,127 shares; 2025Q3: 6,232 shares; 2025Q4: 6,233 shares 6,233 $1.04M 0.05% +1 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,913 shares; 2024Q4: 353,317 shares; 2025Q1: 362,606 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,959 shares 11,959 $1.04M 0.05% new 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: 75,288 shares; 2024Q4: 73,969 shares; 2025Q1: 77,285 shares; 2025Q2: 8,777 shares; 2025Q3: 8,609 shares; 2025Q4: 9,084 shares 9,084 $1.03M 0.05% +475 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: 65,931 shares; 2024Q4: 70,839 shares; 2025Q1: 77,373 shares; 2025Q2: 17,580 shares; 2025Q3: 12,954 shares; 2025Q4: 14,683 shares 14,683 $1.03M 0.05% +1,729 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,025 shares; 2025Q4: 13,330 shares 13,330 $1.01M 0.05% -695 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,326 shares; 2024Q4: 7,177 shares; 2025Q1: 9,539 shares; 2025Q2: 5,786 shares; 2025Q3: 7,787 shares; 2025Q4: 12,000 shares 12,000 $981K 0.05% +4,213 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: 20,856 shares; 2024Q4: 20,269 shares; 2025Q1: 27,214 shares; 2025Q2: 17,599 shares; 2025Q3: 17,147 shares; 2025Q4: 17,842 shares 17,842 $952K 0.05% +695 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,386 shares; 2024Q4: 1,376 shares; 2025Q1: 1,457 shares; 2025Q2: 1,423 shares; 2025Q3: 1,427 shares; 2025Q4: 1,839 shares 1,839 $939K 0.05% +412 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,970 shares; 2024Q4: 2,251 shares; 2025Q1: 2,992 shares; 2025Q2: 1,729 shares; 2025Q3: 2,230 shares; 2025Q4: 3,029 shares 3,029 $933K 0.05% +799 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: 4,544 shares; 2024Q4: 4,520 shares; 2025Q1: 4,455 shares; 2025Q2: 4,263 shares; 2025Q3: 4,565 shares; 2025Q4: 4,612 shares 4,612 $929K 0.05% +47 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: 4,717 shares; 2024Q4: 5,658 shares; 2025Q1: 8,951 shares; 2025Q2: 7,331 shares; 2025Q3: 7,508 shares; 2025Q4: 7,274 shares 7,274 $929K 0.05% -234 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: 1,410 shares; 2024Q4: 1,403 shares; 2025Q1: 1,432 shares; 2025Q2: 381 shares; 2025Q3: 371 shares; 2025Q4: 425 shares 425 $913K 0.05% +54 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,138 shares; 2025Q4: 5,635 shares 5,635 $909K 0.05% +4,497 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,366 shares; 2024Q4: 4,379 shares; 2025Q1: 4,068 shares; 2025Q2: 4,313 shares; 2025Q3: 6,705 shares; 2025Q4: 8,357 shares 8,357 $892K 0.04% +1,652 Timeline XYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,000 shares; 2024Q4: 20,000 shares; 2025Q1: 20,000 shares; 2025Q2: 20,000 shares; 2025Q3: 21,901 shares; 2025Q4: 21,901 shares 21,901 $890K 0.04% 0 Timeline DT DYNATRACE INC More: the full row for DYNATRACE 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: 20,219 shares 20,219 $876K 0.04% new 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: 25,772 shares; 2024Q4: 23,244 shares; 2025Q1: 19,571 shares; 2025Q2: 16,562 shares; 2025Q3: 17,746 shares; 2025Q4: 23,065 shares 23,065 $851K 0.04% +5,319 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: 3,651 shares; 2024Q4: 4,198 shares; 2025Q1: 5,048 shares; 2025Q2: 5,510 shares; 2025Q3: 5,781 shares; 2025Q4: 5,984 shares 5,984 $844K 0.04% +203 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,913 shares; 2024Q4: 5,662 shares; 2025Q1: 6,943 shares; 2025Q2: 8,864 shares; 2025Q3: 8,829 shares; 2025Q4: 9,416 shares 9,416 $842K 0.04% +587 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,819 shares; 2024Q4: 59,982 shares; 2025Q1: 74,151 shares; 2025Q2: 9,674 shares; 2025Q3: 9,557 shares; 2025Q4: 9,509 shares 9,509 $840K 0.04% -48 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: 17,237 shares; 2024Q4: 18,660 shares; 2025Q1: 28,423 shares; 2025Q2: 26,894 shares; 2025Q3: 35,801 shares; 2025Q4: 15,452 shares 15,452 $833K 0.04% -20,349 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,956 shares; 2024Q4: 2,943 shares; 2025Q1: 3,127 shares; 2025Q2: 3,029 shares; 2025Q3: 2,690 shares; 2025Q4: 2,470 shares 2,470 $832K 0.04% -220 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,631 shares; 2024Q4: 7,557 shares; 2025Q1: 8,014 shares; 2025Q2: 8,111 shares; 2025Q3: 8,335 shares; 2025Q4: 10,943 shares 10,943 $811K 0.04% +2,608 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: 7,661 shares; 2024Q4: 8,211 shares; 2025Q1: 3,598 shares; 2025Q2: 1,176 shares; 2025Q3: 1,251 shares; 2025Q4: 3,469 shares 3,469 $794K 0.04% +2,218 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,606 shares; 2024Q4: 1,389 shares; 2025Q1: 1,529 shares; 2025Q2: 1,528 shares; 2025Q3: 1,434 shares; 2025Q4: 1,484 shares 1,484 $791K 0.04% +50 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,239 shares; 2024Q4: 8,359 shares; 2025Q1: 8,590 shares; 2025Q2: 3,948 shares; 2025Q3: 3,245 shares; 2025Q4: 3,039 shares 3,039 $789K 0.04% -206 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,085 shares; 2024Q4: 32,564 shares; 2025Q1: 32,873 shares; 2025Q2: 6,086 shares; 2025Q3: 6,047 shares; 2025Q4: 5,431 shares 5,431 $786K 0.04% -616 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: 1,633 shares; 2024Q4: not reported; 2025Q1: 7,344 shares; 2025Q2: 6,015 shares; 2025Q3: 7,981 shares; 2025Q4: 7,776 shares 7,776 $785K 0.04% -205 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: 3,229 shares; 2024Q4: 3,307 shares; 2025Q1: 3,335 shares; 2025Q2: 3,025 shares; 2025Q3: 3,197 shares; 2025Q4: 3,180 shares 3,180 $783K 0.04% -17 Timeline GWRE GUIDEWIRE SOFTWARE INC More: the full row for GUIDEWIRE SOFTWARE 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: 3,615 shares; 2025Q4: 3,777 shares 3,777 $759K 0.04% +162 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares 1 $755K 0.04% 0 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: 9,132 shares; 2024Q4: 8,214 shares; 2025Q1: 8,781 shares; 2025Q2: 8,079 shares; 2025Q3: 7,491 shares; 2025Q4: 7,061 shares 7,061 $753K 0.04% -430 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,549 shares; 2025Q4: 9,465 shares 9,465 $734K 0.04% -84 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,951 shares; 2025Q2: 1,132 shares; 2025Q3: 1,806 shares; 2025Q4: 2,158 shares 2,158 $729K 0.04% +352 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,853 shares; 2024Q4: 33,695 shares; 2025Q1: 37,854 shares; 2025Q2: 4,862 shares; 2025Q3: 4,338 shares; 2025Q4: 7,911 shares 7,911 $727K 0.04% +3,573 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: 19,383 shares; 2024Q4: 21,112 shares; 2025Q1: 22,569 shares; 2025Q2: 1,628 shares; 2025Q3: 1,357 shares; 2025Q4: 2,982 shares 2,982 $723K 0.04% +1,625 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 748 shares; 2025Q3: 848 shares; 2025Q4: 1,089 shares 1,089 $712K 0.04% +241 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,213 shares; 2024Q4: 6,924 shares; 2025Q1: 6,922 shares; 2025Q2: 8,950 shares; 2025Q3: 9,010 shares; 2025Q4: 9,030 shares 9,030 $708K 0.04% +20 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: 9,863 shares; 2024Q4: 9,550 shares; 2025Q1: 8,905 shares; 2025Q2: 9,505 shares; 2025Q3: 8,376 shares; 2025Q4: 6,034 shares 6,034 $707K 0.04% -2,342 Timeline SCI SERVICE CORP INTL More: the full row for SERVICE CORP INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,622 shares; 2024Q4: 7,416 shares; 2025Q1: 7,984 shares; 2025Q2: 7,869 shares; 2025Q3: 8,192 shares; 2025Q4: 8,977 shares 8,977 $700K 0.03% +785 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: 16,839 shares; 2024Q4: 16,876 shares; 2025Q1: 19,198 shares; 2025Q2: 2,524 shares; 2025Q3: 2,267 shares; 2025Q4: 2,313 shares 2,313 $699K 0.03% +46 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: 1,050 shares; 2025Q4: 1,031 shares 1,031 $695K 0.03% -19 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: 19,802 shares; 2024Q4: 9,617 shares; 2025Q1: 9,235 shares; 2025Q2: 8,754 shares; 2025Q3: 8,288 shares; 2025Q4: 6,970 shares 6,970 $691K 0.03% -1,318 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: 2,314 shares; 2024Q4: not reported; 2025Q1: 6,170 shares; 2025Q2: 7,288 shares; 2025Q3: 9,418 shares; 2025Q4: 9,249 shares 9,249 $687K 0.03% -169 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,950 shares 8,950 $682K 0.03% new 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: 151,217 shares; 2024Q4: 97,729 shares; 2025Q1: 97,188 shares; 2025Q2: 13,665 shares; 2025Q3: 10,466 shares; 2025Q4: 11,110 shares 11,110 $668K 0.03% +644 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: 1,354 shares; 2024Q4: 3,466 shares; 2025Q1: 4,547 shares; 2025Q2: 3,243 shares; 2025Q3: 3,350 shares; 2025Q4: 3,361 shares 3,361 $668K 0.03% +11 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,537 shares; 2025Q4: 23,363 shares 23,363 $665K 0.03% -1,174 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: 20,373 shares; 2024Q4: 21,861 shares; 2025Q1: 22,704 shares; 2025Q2: 22,437 shares; 2025Q3: 19,716 shares; 2025Q4: 6,579 shares 6,579 $653K 0.03% -13,137 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,903 shares; 2024Q4: 14,133 shares; 2025Q1: 14,371 shares; 2025Q2: 13,320 shares; 2025Q3: 13,415 shares; 2025Q4: 12,774 shares 12,774 $639K 0.03% -641 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,638 shares; 2025Q3: 9,222 shares; 2025Q4: 10,806 shares 10,806 $635K 0.03% +1,584 Timeline AEE AMEREN CORP More: the full row for AMEREN 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: 4,984 shares; 2025Q2: 4,320 shares; 2025Q3: 6,050 shares; 2025Q4: 6,269 shares 6,269 $626K 0.03% +219 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,442 shares; 2024Q4: 1,425 shares; 2025Q1: 1,447 shares; 2025Q2: not reported; 2025Q3: 1,946 shares; 2025Q4: 3,436 shares 3,436 $625K 0.03% +1,490 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,571 shares; 2024Q4: 1,194 shares; 2025Q1: 1,206 shares; 2025Q2: 1,112 shares; 2025Q3: 1,112 shares; 2025Q4: 1,113 shares 1,113 $615K 0.03% +1 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: 7,143 shares; 2024Q4: 7,136 shares; 2025Q1: 6,775 shares; 2025Q2: 5,390 shares; 2025Q3: 5,143 shares; 2025Q4: 6,286 shares 6,286 $614K 0.03% +1,143 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: 63,649 shares; 2024Q4: 55,471 shares; 2025Q1: 77,227 shares; 2025Q2: 18,473 shares; 2025Q3: 16,871 shares; 2025Q4: 12,011 shares 12,011 $611K 0.03% -4,860 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: 38,924 shares; 2024Q4: 38,020 shares; 2025Q1: 43,048 shares; 2025Q2: 6,576 shares; 2025Q3: 6,444 shares; 2025Q4: 7,102 shares 7,102 $598K 0.03% +658 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,934 shares; 2024Q4: 5,757 shares; 2025Q1: 14,052 shares; 2025Q2: 9,643 shares; 2025Q3: 9,948 shares; 2025Q4: 9,461 shares 9,461 $591K 0.03% -487 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,862 shares; 2024Q4: 3,236 shares; 2025Q1: 3,608 shares; 2025Q2: 3,608 shares; 2025Q3: 3,608 shares; 2025Q4: 4,179 shares 4,179 $590K 0.03% +571 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,445 shares; 2024Q4: 2,132 shares; 2025Q1: 2,175 shares; 2025Q2: 2,478 shares; 2025Q3: 2,481 shares; 2025Q4: 2,772 shares 2,772 $587K 0.03% +291 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,788 shares; 2024Q4: 18,672 shares; 2025Q1: 20,783 shares; 2025Q2: 11,466 shares; 2025Q3: 9,960 shares; 2025Q4: 8,162 shares 8,162 $572K 0.03% -1,798 Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS 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: 18,914 shares; 2025Q2: 17,803 shares; 2025Q3: 22,335 shares; 2025Q4: 23,978 shares 23,978 $568K 0.03% +1,643 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: 6,185 shares; 2024Q4: 6,639 shares; 2025Q1: 6,823 shares; 2025Q2: 3,303 shares; 2025Q3: 5,104 shares; 2025Q4: 6,023 shares 6,023 $561K 0.03% +919 Timeline SNV SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,687 shares; 2024Q4: 9,687 shares; 2025Q1: 9,687 shares; 2025Q2: 9,687 shares; 2025Q3: 9,691 shares; 2025Q4: 11,186 shares 11,186 $560K 0.03% +1,495 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: 729 shares; 2024Q4: 733 shares; 2025Q1: 753 shares; 2025Q2: 729 shares; 2025Q3: 708 shares; 2025Q4: 741 shares 741 $558K 0.03% +33 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: 6,195 shares; 2024Q4: 1,844 shares; 2025Q1: 1,879 shares; 2025Q2: 1,668 shares; 2025Q3: 1,651 shares; 2025Q4: 3,857 shares 3,857 $555K 0.03% +2,206 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,087 shares; 2025Q1: not reported; 2025Q2: 8,838 shares; 2025Q3: 7,938 shares; 2025Q4: 8,162 shares 8,162 $547K 0.03% +224 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: 5,098 shares; 2024Q4: 5,254 shares; 2025Q1: 5,293 shares; 2025Q2: 2,489 shares; 2025Q3: 2,465 shares; 2025Q4: 4,113 shares 4,113 $546K 0.03% +1,648 Timeline GDDY GODADDY INC More: the full row for GODADDY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,449 shares; 2024Q4: 4,346 shares; 2025Q1: 4,758 shares; 2025Q2: 4,291 shares; 2025Q3: 4,257 shares; 2025Q4: 4,268 shares 4,268 $530K 0.03% +11 Timeline NCDL NUVEEN CHURCHILL DIRECT LEND More: the full row for NUVEEN CHURCHILL DIRECT LEND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,005 shares; 2024Q4: 63,704 shares; 2025Q1: 60,454 shares; 2025Q2: 47,613 shares; 2025Q3: 39,584 shares; 2025Q4: 39,584 shares 39,584 $528K 0.03% 0 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,111 shares; 2024Q4: 17,561 shares; 2025Q1: 16,685 shares; 2025Q2: 16,725 shares; 2025Q3: 12,462 shares; 2025Q4: 12,878 shares 12,878 $518K 0.03% +416 Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,415 shares; 2024Q4: 35,602 shares; 2025Q1: 38,420 shares; 2025Q2: 6,778 shares; 2025Q3: 6,281 shares; 2025Q4: 6,310 shares 6,310 $518K 0.03% +29 Timeline BURL BURLINGTON STORES INC More: the full row for BURLINGTON STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,185 shares; 2024Q4: 1,781 shares; 2025Q1: 1,780 shares; 2025Q2: 1,779 shares; 2025Q3: 1,779 shares; 2025Q4: 1,778 shares 1,778 $514K 0.03% -1 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,547 shares; 2024Q4: 9,175 shares; 2025Q1: 5,525 shares; 2025Q2: 6,993 shares; 2025Q3: 7,014 shares; 2025Q4: 5,510 shares 5,510 $513K 0.03% -1,504 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: 17,821 shares; 2024Q4: 27,129 shares; 2025Q1: 28,282 shares; 2025Q2: 29,016 shares; 2025Q3: 25,110 shares; 2025Q4: 4,544 shares 4,544 $513K 0.03% -20,566 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH 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: 11,496 shares 11,496 $511K 0.03% new Timeline JLL JONES LANG LASALLE INC More: the full row for JONES LANG LASALLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,466 shares; 2024Q4: 1,282 shares; 2025Q1: 1,282 shares; 2025Q2: 1,498 shares; 2025Q3: 1,498 shares; 2025Q4: 1,500 shares 1,500 $505K 0.03% +2 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,912 shares; 2024Q4: 2,167 shares; 2025Q1: 3,138 shares; 2025Q2: 2,534 shares; 2025Q3: 2,534 shares; 2025Q4: 2,781 shares 2,781 $504K 0.02% +247 Timeline AMG AFFILIATED MANAGERS GROUP More: the full row for AFFILIATED MANAGERS GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,351 shares; 2024Q4: 1,820 shares; 2025Q1: 1,851 shares; 2025Q2: 1,598 shares; 2025Q3: 1,648 shares; 2025Q4: 1,730 shares 1,730 $499K 0.02% +82 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: 4,646 shares; 2024Q4: 3,046 shares; 2025Q1: 3,488 shares; 2025Q2: 2,567 shares; 2025Q3: 3,059 shares; 2025Q4: 3,205 shares 3,205 $497K 0.02% +146 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,451 shares; 2024Q4: 12,481 shares; 2025Q1: 12,446 shares; 2025Q2: 12,417 shares; 2025Q3: 12,419 shares; 2025Q4: 9,805 shares 9,805 $493K 0.02% -2,614 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: 5,494 shares; 2024Q4: 5,519 shares; 2025Q1: 10,210 shares; 2025Q2: 10,079 shares; 2025Q3: 4,470 shares; 2025Q4: 4,326 shares 4,326 $485K 0.02% -144 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,033 shares 1,033 $485K 0.02% new 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: 7,913 shares; 2024Q4: 7,676 shares; 2025Q1: 8,614 shares; 2025Q2: 8,189 shares; 2025Q3: 5,301 shares; 2025Q4: 4,194 shares 4,194 $484K 0.02% -1,107 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: 21,282 shares; 2024Q4: 20,240 shares; 2025Q1: 21,274 shares; 2025Q2: 10,607 shares; 2025Q3: 8,275 shares; 2025Q4: 8,811 shares 8,811 $483K 0.02% +536 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: 10,474 shares; 2024Q4: 10,741 shares; 2025Q1: 11,300 shares; 2025Q2: 998 shares; 2025Q3: 934 shares; 2025Q4: 1,128 shares 1,128 $481K 0.02% +194 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,329 shares 1,329 $479K 0.02% new Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,092 shares; 2024Q4: 3,683 shares; 2025Q1: 3,477 shares; 2025Q2: 5,723 shares; 2025Q3: 5,723 shares; 2025Q4: 5,735 shares 5,735 $457K 0.02% +12 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,636 shares; 2024Q4: 6,802 shares; 2025Q1: 7,146 shares; 2025Q2: 1,643 shares; 2025Q3: 1,694 shares; 2025Q4: 1,547 shares 1,547 $449K 0.02% -147 Timeline IONQ IONQ INC More: the full row for IONQ 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: 6,256 shares; 2025Q4: 9,890 shares 9,890 $444K 0.02% +3,634 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: 24,329 shares; 2024Q4: 24,877 shares; 2025Q1: 24,651 shares; 2025Q2: 2,429 shares; 2025Q3: 2,285 shares; 2025Q4: 3,450 shares 3,450 $440K 0.02% +1,165 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 953 shares; 2024Q4: 828 shares; 2025Q1: 818 shares; 2025Q2: 790 shares; 2025Q3: 791 shares; 2025Q4: 763 shares 763 $429K 0.02% -28 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,563 shares 3,563 $426K 0.02% new Timeline WEX WEX INC More: the full row for WEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,691 shares; 2024Q4: 3,317 shares; 2025Q1: 3,199 shares; 2025Q2: 3,202 shares; 2025Q3: 3,140 shares; 2025Q4: 2,853 shares 2,853 $425K 0.02% -287 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,402 shares; 2024Q4: 2,522 shares; 2025Q1: 2,587 shares; 2025Q2: 2,159 shares; 2025Q3: 2,223 shares; 2025Q4: 2,279 shares 2,279 $423K 0.02% +56 Timeline JAVA 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: 5,894 shares 5,894 $423K 0.02% new Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 684 shares; 2024Q4: 678 shares; 2025Q1: 707 shares; 2025Q2: 678 shares; 2025Q3: 681 shares; 2025Q4: 684 shares 684 $414K 0.02% +3 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: 28,100 shares; 2024Q4: 29,641 shares; 2025Q1: 31,176 shares; 2025Q2: 4,411 shares; 2025Q3: 4,157 shares; 2025Q4: 6,475 shares 6,475 $412K 0.02% +2,318 Timeline JGRO 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: 4,426 shares 4,426 $411K 0.02% new 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: 8,140 shares; 2024Q4: 8,140 shares; 2025Q1: 8,140 shares; 2025Q2: 6,250 shares; 2025Q3: 6,250 shares; 2025Q4: 6,250 shares 6,250 $407K 0.02% 0 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,188 shares 2,188 $405K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,855 shares; 2025Q4: 7,855 shares 7,855 $400K 0.02% 0 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,950 shares 1,950 $396K 0.02% new Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,886 shares; 2024Q4: 15,925 shares; 2025Q1: 15,744 shares; 2025Q2: 3,382 shares; 2025Q3: 2,418 shares; 2025Q4: 1,888 shares 1,888 $394K 0.02% -530 Timeline AGGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,988 shares; 2025Q4: 3,742 shares 3,742 $392K 0.02% -246 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,789 shares 21,789 $391K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,808 shares 5,808 $390K 0.02% new Timeline MORN MORNINGSTAR INC More: the full row for MORNINGSTAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,967 shares; 2024Q4: 1,951 shares; 2025Q1: 1,801 shares; 2025Q2: 1,792 shares; 2025Q3: 1,792 shares; 2025Q4: 1,792 shares 1,792 $389K 0.02% 0 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,209 shares; 2025Q2: 2,281 shares; 2025Q3: 2,797 shares; 2025Q4: 2,871 shares 2,871 $388K 0.02% +74 Timeline PFXF 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: 27,422 shares; 2024Q4: 25,386 shares; 2025Q1: 23,502 shares; 2025Q2: 21,992 shares; 2025Q3: 21,773 shares; 2025Q4: 21,773 shares 21,773 $385K 0.02% 0 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 538 shares; 2024Q4: 526 shares; 2025Q1: 2,530 shares; 2025Q2: 2,432 shares; 2025Q3: 4,152 shares; 2025Q4: 1,002 shares 1,002 $384K 0.02% -3,150 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,914 shares; 2024Q4: 6,987 shares; 2025Q1: 6,972 shares; 2025Q2: 3,655 shares; 2025Q3: 3,663 shares; 2025Q4: 3,654 shares 3,654 $380K 0.02% -9 Timeline IMCB 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: 4,840 shares; 2024Q4: 4,984 shares; 2025Q1: 4,587 shares; 2025Q2: 4,594 shares; 2025Q3: 4,594 shares; 2025Q4: 4,587 shares 4,587 $379K 0.02% -7 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,329 shares; 2024Q4: 2,329 shares; 2025Q1: 2,329 shares; 2025Q2: 2,759 shares; 2025Q3: 2,240 shares; 2025Q4: 2,240 shares 2,240 $378K 0.02% 0 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,497 shares; 2024Q4: 13,497 shares; 2025Q1: 14,339 shares; 2025Q2: 13,264 shares; 2025Q3: 13,374 shares; 2025Q4: 14,383 shares 14,383 $377K 0.02% +1,009 Timeline ATR APTARGROUP INC More: the full row for APTARGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,062 shares; 2024Q4: 3,062 shares; 2025Q1: 3,062 shares; 2025Q2: 3,057 shares; 2025Q3: 3,057 shares; 2025Q4: 3,062 shares 3,062 $373K 0.02% +5 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,034 shares; 2024Q4: 2,018 shares; 2025Q1: 1,960 shares; 2025Q2: 2,131 shares; 2025Q3: not reported; 2025Q4: 2,738 shares 2,738 $373K 0.02% new Timeline DEM 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: 9,166 shares; 2024Q4: 9,166 shares; 2025Q1: 9,266 shares; 2025Q2: 7,968 shares; 2025Q3: 7,968 shares; 2025Q4: 7,968 shares 7,968 $372K 0.02% 0 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,762 shares; 2024Q4: 10,464 shares; 2025Q1: 12,176 shares; 2025Q2: 6,654 shares; 2025Q3: 6,525 shares; 2025Q4: 3,189 shares 3,189 $372K 0.02% -3,336 Timeline EWS ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,500 shares 13,500 $371K 0.02% new Timeline ARMK ARAMARK More: the full row for ARAMARK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,055 shares; 2024Q4: 10,055 shares; 2025Q1: 10,078 shares; 2025Q2: 10,045 shares; 2025Q3: 10,045 shares; 2025Q4: 10,058 shares 10,058 $371K 0.02% +13 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK 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: not reported; 2025Q2: not reported; 2025Q3: 6,803 shares; 2025Q4: 7,023 shares 7,023 $371K 0.02% +220 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,188 shares; 2024Q4: 5,950 shares; 2025Q1: 7,405 shares; 2025Q2: 4,908 shares; 2025Q3: 5,274 shares; 2025Q4: 10,010 shares 10,010 $370K 0.02% +4,736 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,624 shares; 2024Q4: not reported; 2025Q1: 1,811 shares; 2025Q2: 1,876 shares; 2025Q3: 2,200 shares; 2025Q4: 2,286 shares 2,286 $366K 0.02% +86 Timeline AGO ASSURED GUARANTY LTD More: the full row for ASSURED GUARANTY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,845 shares; 2024Q4: 2,717 shares; 2025Q1: 3,068 shares; 2025Q2: 3,331 shares; 2025Q3: 4,115 shares; 2025Q4: 4,050 shares 4,050 $364K 0.02% -65 Timeline NYT NEW YORK TIMES CO MTN BE More: the full row for NEW YORK TIMES CO MTN BE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,188 shares; 2024Q4: 5,188 shares; 2025Q1: 5,222 shares; 2025Q2: 5,188 shares; 2025Q3: 5,188 shares; 2025Q4: 5,195 shares 5,195 $361K 0.02% +7 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,827 shares; 2024Q4: 2,747 shares; 2025Q1: 2,685 shares; 2025Q2: 2,635 shares; 2025Q3: 2,635 shares; 2025Q4: 1,852 shares 1,852 $360K 0.02% -783 Timeline HROW HARROW INC More: the full row for HARROW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,345 shares 7,345 $360K 0.02% new Timeline UHS UNIVERSAL HLTH SVCS INC More: the full row for UNIVERSAL HLTH 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: 1,697 shares; 2025Q2: 1,735 shares; 2025Q3: 1,928 shares; 2025Q4: 1,641 shares 1,641 $358K 0.02% -287 Timeline BAH BOOZ ALLEN HAMILTON HLDG COR More: the full row for BOOZ ALLEN HAMILTON HLDG COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,216 shares; 2024Q4: 4,170 shares; 2025Q1: 3,630 shares; 2025Q2: 4,229 shares; 2025Q3: 4,229 shares; 2025Q4: 4,229 shares 4,229 $357K 0.02% 0 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: 758 shares; 2025Q1: 833 shares; 2025Q2: 270 shares; 2025Q3: 336 shares; 2025Q4: 333 shares 333 $357K 0.02% -3 Timeline LII LENNOX INTL INC More: the full row for LENNOX INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,205 shares; 2024Q4: 802 shares; 2025Q1: 858 shares; 2025Q2: 843 shares; 2025Q3: 884 shares; 2025Q4: 732 shares 732 $355K 0.02% -152 Timeline LKQ LKQ CORP More: the full row for LKQ CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,524 shares; 2024Q4: 12,772 shares; 2025Q1: 12,670 shares; 2025Q2: 14,207 shares; 2025Q3: 11,301 shares; 2025Q4: 11,754 shares 11,754 $355K 0.02% +453 Timeline FTAI FTAI AVIATION LTD More: the full row for FTAI AVIATION LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,795 shares; 2025Q3: 1,798 shares; 2025Q4: 1,801 shares 1,801 $355K 0.02% +3 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,534 shares 3,534 $353K 0.02% new Timeline MANH MANHATTAN ASSOCIATES INC More: the full row for MANHATTAN ASSOCIATES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 888 shares; 2024Q4: not reported; 2025Q1: 1,266 shares; 2025Q2: 1,801 shares; 2025Q3: 2,061 shares; 2025Q4: 2,021 shares 2,021 $350K 0.02% -40 Timeline RMD RESMED INC More: the full row for RESMED 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: 925 shares; 2025Q2: 1,009 shares; 2025Q3: 1,724 shares; 2025Q4: 1,434 shares 1,434 $345K 0.02% -290 Timeline TAP MOLSON COORS BEVERAGE CO More: the full row for MOLSON COORS BEVERAGE 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: 16,358 shares; 2025Q2: 31,409 shares; 2025Q3: 19,602 shares; 2025Q4: 7,372 shares 7,372 $344K 0.02% -12,230 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: 3,242 shares; 2024Q4: not reported; 2025Q1: 30,482 shares; 2025Q2: 6,839 shares; 2025Q3: 6,342 shares; 2025Q4: 4,333 shares 4,333 $344K 0.02% -2,009 Timeline TRU TRANSUNION More: the full row for TRANSUNION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,471 shares; 2024Q4: 4,101 shares; 2025Q1: 4,147 shares; 2025Q2: 4,063 shares; 2025Q3: 3,996 shares; 2025Q4: 4,002 shares 4,002 $343K 0.02% +6 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: not reported; 2024Q4: 1,282 shares; 2025Q1: 2,110 shares; 2025Q2: 2,803 shares; 2025Q3: 1,590 shares; 2025Q4: 1,559 shares 1,559 $343K 0.02% -31 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: 29,064 shares; 2024Q4: 29,076 shares; 2025Q1: 29,474 shares; 2025Q2: 27,939 shares; 2025Q3: 1,288 shares; 2025Q4: 1,256 shares 1,256 $341K 0.02% -32 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,025 shares; 2024Q4: 3,481 shares; 2025Q1: 6,473 shares; 2025Q2: 531 shares; 2025Q3: 463 shares; 2025Q4: 440 shares 440 $340K 0.02% -23 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,023 shares; 2024Q4: 3,439 shares; 2025Q1: 4,019 shares; 2025Q2: 2,402 shares; 2025Q3: 2,256 shares; 2025Q4: 2,818 shares 2,818 $338K 0.02% +562 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,405 shares; 2024Q4: 9,147 shares; 2025Q1: 9,147 shares; 2025Q2: 8,746 shares; 2025Q3: 8,746 shares; 2025Q4: 8,753 shares 8,753 $336K 0.02% +7 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: 18,247 shares; 2024Q4: 19,535 shares; 2025Q1: 18,342 shares; 2025Q2: 1,821 shares; 2025Q3: 2,092 shares; 2025Q4: 1,649 shares 1,649 $335K 0.02% -443 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,527 shares; 2024Q4: 21,160 shares; 2025Q1: 23,982 shares; 2025Q2: 2,366 shares; 2025Q3: 2,223 shares; 2025Q4: 2,270 shares 2,270 $333K 0.02% +47 Timeline CADE CADENCE BANK More: the full row for CADENCE BANK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,689 shares; 2024Q4: 9,316 shares; 2025Q1: 7,794 shares; 2025Q2: 7,689 shares; 2025Q3: 7,689 shares; 2025Q4: 7,689 shares 7,689 $329K 0.02% 0 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,437 shares; 2024Q4: 4,848 shares; 2025Q1: 6,567 shares; 2025Q2: 3,186 shares; 2025Q3: 2,448 shares; 2025Q4: 3,273 shares 3,273 $327K 0.02% +825 Timeline DLB DOLBY LABORATORIES INC More: the full row for DOLBY LABORATORIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,926 shares; 2024Q4: 5,016 shares; 2025Q1: 6,036 shares; 2025Q2: 6,036 shares; 2025Q3: 6,036 shares; 2025Q4: 5,090 shares 5,090 $327K 0.02% -946 Timeline AAA INVESTMENT MANAGERS SER TR I More: the full row for INVESTMENT MANAGERS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,301 shares; 2025Q1: 15,128 shares; 2025Q2: 13,180 shares; 2025Q3: 13,180 shares; 2025Q4: 12,980 shares 12,980 $324K 0.02% -200 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,288 shares; 2025Q3: 2,288 shares; 2025Q4: 2,288 shares 2,288 $323K 0.02% 0 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,925 shares 4,925 $322K 0.02% new Timeline PTON PELOTON INTERACTIVE INC More: the full row for PELOTON INTERACTIVE 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: 54,512 shares; 2025Q2: 52,007 shares; 2025Q3: 52,007 shares; 2025Q4: 52,207 shares 52,207 $322K 0.02% +200 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,749 shares; 2024Q4: 978 shares; 2025Q1: 892 shares; 2025Q2: 444 shares; 2025Q3: 475 shares; 2025Q4: 867 shares 867 $321K 0.02% +392 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,148 shares 2,148 $320K 0.02% new Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,344 shares; 2024Q4: 19,591 shares; 2025Q1: 23,583 shares; 2025Q2: 2,679 shares; 2025Q3: 2,714 shares; 2025Q4: 1,635 shares 1,635 $317K 0.02% -1,079 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,484 shares; 2025Q2: 1,394 shares; 2025Q3: 1,729 shares; 2025Q4: 1,758 shares 1,758 $314K 0.02% +29 Timeline LDUR PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,810 shares; 2024Q4: 9,809 shares; 2025Q1: 8,354 shares; 2025Q2: 3,270 shares; 2025Q3: 3,270 shares; 2025Q4: 3,270 shares 3,270 $314K 0.02% 0 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 966 shares; 2024Q4: 966 shares; 2025Q1: 976 shares; 2025Q2: 1,322 shares; 2025Q3: 786 shares; 2025Q4: 1,086 shares 1,086 $313K 0.02% +300 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,420 shares; 2024Q4: 2,309 shares; 2025Q1: 2,299 shares; 2025Q2: 2,284 shares; 2025Q3: 2,284 shares; 2025Q4: 2,294 shares 2,294 $312K 0.02% +10 Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER 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: 14,271 shares; 2025Q2: 9,704 shares; 2025Q3: 8,309 shares; 2025Q4: 10,649 shares 10,649 $312K 0.02% +2,340 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: not reported; 2024Q4: 5,565 shares; 2025Q1: 4,471 shares; 2025Q2: 4,471 shares; 2025Q3: 4,471 shares; 2025Q4: 4,468 shares 4,468 $310K 0.02% -3 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,581 shares; 2025Q3: 1,584 shares; 2025Q4: 1,702 shares 1,702 $310K 0.02% +118 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: 11,851 shares; 2024Q4: 12,050 shares; 2025Q1: 12,574 shares; 2025Q2: 7,746 shares; 2025Q3: 7,755 shares; 2025Q4: 7,663 shares 7,663 $308K 0.02% -92 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,237 shares; 2025Q2: not reported; 2025Q3: 6,080 shares; 2025Q4: 5,209 shares 5,209 $305K 0.02% -871 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC 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: 1,590 shares; 2025Q2: 1,612 shares; 2025Q3: 1,575 shares; 2025Q4: 1,670 shares 1,670 $305K 0.02% +95 Timeline OCGN OCUGEN INC More: the full row for OCUGEN 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: 200,100 shares; 2025Q3: 211,100 shares; 2025Q4: 224,100 shares 224,100 $303K 0.02% +13,000 Timeline KEX KIRBY CORP More: the full row for KIRBY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,359 shares; 2024Q4: 2,302 shares; 2025Q1: 2,302 shares; 2025Q2: 2,177 shares; 2025Q3: 2,612 shares; 2025Q4: 2,733 shares 2,733 $301K 0.01% +121 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 987 shares 987 $297K 0.01% new Timeline MCN XAI MADISON EQUITY PREMIUM I More: the full row for XAI MADISON EQUITY PREMIUM I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,914 shares; 2024Q4: 31,414 shares; 2025Q1: 31,664 shares; 2025Q2: 47,880 shares; 2025Q3: 48,544 shares; 2025Q4: 49,421 shares 49,421 $297K 0.01% +877 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,872 shares; 2025Q3: 10,872 shares; 2025Q4: 10,872 shares 10,872 $296K 0.01% 0 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,505 shares; 2025Q4: 2,233 shares 2,233 $296K 0.01% +728 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: 1,609 shares; 2024Q4: 1,711 shares; 2025Q1: 1,565 shares; 2025Q2: 1,284 shares; 2025Q3: 1,236 shares; 2025Q4: 1,199 shares 1,199 $295K 0.01% -37 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: 619 shares; 2024Q4: not reported; 2025Q1: 3,438 shares; 2025Q2: 2,929 shares; 2025Q3: 4,140 shares; 2025Q4: 1,071 shares 1,071 $295K 0.01% -3,069 Timeline BFLY BUTTERFLY NETWORK INC More: the full row for BUTTERFLY NETWORK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,882 shares; 2024Q4: 77,882 shares; 2025Q1: 77,402 shares; 2025Q2: 77,382 shares; 2025Q3: 77,382 shares; 2025Q4: 77,382 shares 77,382 $294K 0.01% 0 Timeline PRMB PRIMO BRANDS CORPORATION More: the full row for PRIMO BRANDS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,981 shares; 2025Q1: 17,981 shares; 2025Q2: 18,392 shares; 2025Q3: 18,337 shares; 2025Q4: 17,983 shares 17,983 $294K 0.01% -354 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: not reported; 2024Q4: not reported; 2025Q1: 1,805 shares; 2025Q2: 1,805 shares; 2025Q3: 1,805 shares; 2025Q4: 2,101 shares 2,101 $292K 0.01% +296 Timeline EPI 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: 5,547 shares; 2024Q4: 5,552 shares; 2025Q1: 5,652 shares; 2025Q2: 6,462 shares; 2025Q3: 6,962 shares; 2025Q4: 6,312 shares 6,312 $292K 0.01% -650 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: 5,745 shares; 2024Q4: 15,499 shares; 2025Q1: 14,219 shares; 2025Q2: 13,076 shares; 2025Q3: 12,765 shares; 2025Q4: 10,588 shares 10,588 $290K 0.01% -2,177 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: 2,307 shares; 2024Q4: 2,285 shares; 2025Q1: 2,227 shares; 2025Q2: not reported; 2025Q3: 742 shares; 2025Q4: 997 shares 997 $288K 0.01% +255 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: 2,034 shares; 2024Q4: 2,504 shares; 2025Q1: 2,254 shares; 2025Q2: 575 shares; 2025Q3: 566 shares; 2025Q4: 742 shares 742 $287K 0.01% +176 Timeline BITX VOLATILITY SHS TR More: the full row for VOLATILITY SHS 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: 10,250 shares 10,250 $284K 0.01% new Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,397 shares; 2024Q4: 1,213 shares; 2025Q1: 1,209 shares; 2025Q2: 1,230 shares; 2025Q3: 1,197 shares; 2025Q4: 1,182 shares 1,182 $284K 0.01% -15 Timeline QNST QUINSTREET INC More: the full row for QUINSTREET 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: 19,428 shares 19,428 $279K 0.01% new Timeline TFX TELEFLEX INCORPORATED More: the full row for TELEFLEX INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,288 shares; 2024Q4: 2,283 shares; 2025Q1: 3,629 shares; 2025Q2: 3,946 shares; 2025Q3: 2,283 shares; 2025Q4: 2,283 shares 2,283 $279K 0.01% 0 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,643 shares 1,643 $278K 0.01% new 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: 5,730 shares; 2024Q4: 5,765 shares; 2025Q1: 5,563 shares; 2025Q2: 4,489 shares; 2025Q3: 5,068 shares; 2025Q4: 5,267 shares 5,267 $278K 0.01% +199 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,526 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,492 shares 1,492 $277K 0.01% new Timeline INCY INCYTE CORP More: the full row for INCYTE 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: 2,800 shares 2,800 $277K 0.01% new Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,923 shares 5,923 $276K 0.01% new 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: 13,200 shares; 2024Q4: 13,413 shares; 2025Q1: 12,487 shares; 2025Q2: not reported; 2025Q3: 4,019 shares; 2025Q4: 4,112 shares 4,112 $276K 0.01% +93 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,878 shares; 2025Q4: 3,146 shares 3,146 $275K 0.01% +268 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,311 shares; 2024Q4: 3,282 shares; 2025Q1: 2,916 shares; 2025Q2: 2,678 shares; 2025Q3: 2,703 shares; 2025Q4: 2,459 shares 2,459 $271K 0.01% -244 Timeline IEX IDEX CORP More: the full row for IDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,109 shares; 2024Q4: 1,487 shares; 2025Q1: 1,487 shares; 2025Q2: 1,487 shares; 2025Q3: 1,517 shares; 2025Q4: 1,514 shares 1,514 $269K 0.01% -3 Timeline TECH BIO-TECHNE CORP More: the full row for BIO-TECHNE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,257 shares; 2024Q4: 3,200 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,499 shares; 2025Q4: 4,552 shares 4,552 $268K 0.01% -2,947 Timeline PECO PHILLIPS EDISON & CO INC More: the full row for PHILLIPS EDISON & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,499 shares 7,499 $267K 0.01% new Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 320 shares; 2024Q4: 444 shares; 2025Q1: 384 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 294 shares 294 $266K 0.01% new Timeline CHH CHOICE HOTELS INTL INC More: the full row for CHOICE HOTELS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,783 shares; 2024Q4: 2,772 shares; 2025Q1: 2,792 shares; 2025Q2: 2,841 shares; 2025Q3: 2,792 shares; 2025Q4: 2,792 shares 2,792 $266K 0.01% 0 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: 1,572 shares; 2024Q4: 1,578 shares; 2025Q1: 2,347 shares; 2025Q2: not reported; 2025Q3: 2,816 shares; 2025Q4: 2,612 shares 2,612 $263K 0.01% -204 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: 118,201 shares; 2024Q4: 123,810 shares; 2025Q1: 125,936 shares; 2025Q2: 17,795 shares; 2025Q3: 10,456 shares; 2025Q4: 5,491 shares 5,491 $263K 0.01% -4,965 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,745 shares 3,745 $262K 0.01% new Timeline NVTS NAVITAS SEMICONDUCTOR CORP More: the full row for NAVITAS SEMICONDUCTOR 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: 22,500 shares; 2025Q3: 20,000 shares; 2025Q4: 36,625 shares 36,625 $262K 0.01% +16,625 Timeline FAF FIRST AMERN FINL CORP More: the full row for FIRST AMERN FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,243 shares 4,243 $261K 0.01% new Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 879 shares 879 $258K 0.01% new 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: 3,151 shares; 2024Q4: 3,151 shares; 2025Q1: 3,151 shares; 2025Q2: 1,159 shares; 2025Q3: 1,182 shares; 2025Q4: 1,202 shares 1,202 $258K 0.01% +20 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,461 shares; 2024Q4: 4,482 shares; 2025Q1: 4,328 shares; 2025Q2: 4,278 shares; 2025Q3: 4,278 shares; 2025Q4: 4,233 shares 4,233 $256K 0.01% -45 Timeline IREN IREN LIMITED More: the full row for IREN LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,757 shares 6,757 $255K 0.01% new Timeline NATR NATURES SUNSHINE PRODS INC More: the full row for NATURES SUNSHINE PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,771 shares; 2024Q4: 14,406 shares; 2025Q1: 13,774 shares; 2025Q2: 13,354 shares; 2025Q3: 13,354 shares; 2025Q4: 11,754 shares 11,754 $254K 0.01% -1,600 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,175 shares; 2024Q4: 10,678 shares; 2025Q1: 11,344 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,212 shares 19,212 $252K 0.01% new Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY 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: 6,114 shares; 2025Q4: 5,601 shares 5,601 $251K 0.01% -513 Timeline IYY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,500 shares; 2024Q4: 2,412 shares; 2025Q1: 1,912 shares; 2025Q2: 1,912 shares; 2025Q3: 1,512 shares; 2025Q4: 1,512 shares 1,512 $251K 0.01% 0 Timeline BLKB BLACKBAUD INC More: the full row for BLACKBAUD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,386 shares; 2024Q4: 3,447 shares; 2025Q1: 3,722 shares; 2025Q2: 3,620 shares; 2025Q3: 4,084 shares; 2025Q4: 3,949 shares 3,949 $250K 0.01% -135 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: 927 shares; 2024Q4: 1,007 shares; 2025Q1: 1,299 shares; 2025Q2: 620 shares; 2025Q3: 830 shares; 2025Q4: 639 shares 639 $249K 0.01% -191 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,235 shares 12,235 $248K 0.01% 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: 5,074 shares; 2024Q4: 5,159 shares; 2025Q1: 5,174 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,368 shares 3,368 $247K 0.01% new 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: 4,649 shares; 2024Q4: 4,712 shares; 2025Q1: 4,552 shares; 2025Q2: 2,253 shares; 2025Q3: 2,602 shares; 2025Q4: 1,963 shares 1,963 $247K 0.01% -639 Timeline NVST ENVISTA HOLDINGS CORPORATION More: the full row for ENVISTA HOLDINGS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,373 shares; 2024Q4: 11,373 shares; 2025Q1: 11,373 shares; 2025Q2: 11,373 shares; 2025Q3: 11,373 shares; 2025Q4: 11,373 shares 11,373 $247K 0.01% 0 Timeline BIIB BIOGEN INC More: the full row for BIOGEN 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: 1,397 shares 1,397 $246K 0.01% new Timeline AIRR 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: not reported; 2024Q4: not reported; 2025Q1: 3,033 shares; 2025Q2: 2,513 shares; 2025Q3: 2,498 shares; 2025Q4: 2,498 shares 2,498 $246K 0.01% 0 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,709 shares; 2024Q4: 2,088 shares; 2025Q1: 2,181 shares; 2025Q2: 156 shares; 2025Q3: 157 shares; 2025Q4: 180 shares 180 $240K 0.01% +23 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 412 shares 412 $239K 0.01% new Timeline HUM HUMANA INC More: the full row for HUMANA 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: 930 shares; 2025Q3: 1,022 shares; 2025Q4: 930 shares 930 $238K 0.01% -92 Timeline ENSG ENSIGN GROUP INC More: the full row for ENSIGN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,744 shares; 2024Q4: 1,568 shares; 2025Q1: 1,569 shares; 2025Q2: 1,459 shares; 2025Q3: 1,459 shares; 2025Q4: 1,361 shares 1,361 $237K 0.01% -98 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT 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: 2,513 shares 2,513 $237K 0.01% new Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,655 shares; 2024Q4: 1,770 shares; 2025Q1: 1,708 shares; 2025Q2: not reported; 2025Q3: 572 shares; 2025Q4: 756 shares 756 $236K 0.01% +184 Timeline CRL CHARLES RIV LABS INTL INC More: the full row for CHARLES RIV LABS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,181 shares 1,181 $236K 0.01% new Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 726 shares 726 $235K 0.01% new Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 555 shares 555 $234K 0.01% new Timeline AAXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,500 shares 2,500 $233K 0.01% new Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,490 shares; 2024Q4: 37,690 shares; 2025Q1: 45,821 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,556 shares 4,556 $231K 0.01% new Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,920 shares; 2025Q1: 3,960 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,358 shares 3,358 $230K 0.01% new Timeline PCG PG&E CORP More: the full row for PG&E 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: 11,505 shares; 2025Q4: 14,145 shares 14,145 $227K 0.01% +2,640 Timeline IMCG 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: 2,596 shares; 2025Q3: 2,596 shares; 2025Q4: 2,807 shares 2,807 $224K 0.01% +211 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,325 shares 3,325 $224K 0.01% new Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 261 shares; 2025Q4: 237 shares 237 $221K 0.01% -24 Timeline