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: 596,843 shares; 2024Q4: 603,616 shares; 2025Q1: 570,383 shares; 2025Q2: 580,421 shares; 2025Q3: 581,307 shares; 2025Q4: 761,651 shares 761,651 $522M 13.88% +180,344 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: 3,441,453 shares; 2024Q4: 3,473,756 shares; 2025Q1: 3,612,114 shares; 2025Q2: 3,626,169 shares; 2025Q3: 3,528,500 shares; 2025Q4: 3,688,225 shares 3,688,225 $394M 10.47% +159,725 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: 2,366,567 shares; 2024Q4: 2,447,183 shares; 2025Q1: 2,016,188 shares; 2025Q2: 2,063,134 shares; 2025Q3: 2,179,161 shares; 2025Q4: 2,321,437 shares 2,321,437 $232M 6.17% +142,276 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,025,492 shares; 2024Q4: 1,050,303 shares; 2025Q1: 3,181,431 shares; 2025Q2: 3,286,565 shares; 2025Q3: 3,499,147 shares; 2025Q4: 4,892,228 shares 4,892,228 $225M 5.99% +1,393,081 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: 2,072,168 shares; 2024Q4: 2,147,652 shares; 2025Q1: 2,068,130 shares; 2025Q2: 2,087,616 shares; 2025Q3: 2,141,415 shares; 2025Q4: 2,367,144 shares 2,367,144 $212M 5.64% +225,729 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,205,243 shares; 2024Q4: 3,245,646 shares; 2025Q1: 4,219,443 shares; 2025Q2: 4,384,101 shares; 2025Q3: 4,546,337 shares; 2025Q4: 3,567,718 shares 3,567,718 $203M 5.39% -978,619 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: 3,406,794 shares; 2024Q4: 3,522,133 shares; 2025Q1: 3,173,250 shares; 2025Q2: 3,254,573 shares; 2025Q3: 3,432,142 shares; 2025Q4: 3,670,074 shares 3,670,074 $194M 5.15% +237,932 Timeline HEFA 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: 4,218,396 shares; 2024Q4: 4,417,002 shares; 2025Q1: 3,755,287 shares; 2025Q2: 3,855,668 shares; 2025Q3: 4,045,438 shares; 2025Q4: 3,470,264 shares 3,470,264 $144M 3.82% -575,174 Timeline ABFL ABACUS FCF ETF TR More: the full row for ABACUS FCF ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,023,327 shares; 2024Q4: 3,026,476 shares; 2025Q1: 3,064,848 shares; 2025Q2: 3,099,347 shares; 2025Q3: 3,163,546 shares; 2025Q4: 1,959,167 shares 1,959,167 $140M 3.72% -1,204,379 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: 1,882,312 shares; 2024Q4: 1,937,149 shares; 2025Q1: 1,944,778 shares; 2025Q2: 1,981,509 shares; 2025Q3: 2,002,990 shares; 2025Q4: 1,960,087 shares 1,960,087 $132M 3.51% -42,903 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: 1,858,657 shares; 2024Q4: 1,923,148 shares; 2025Q1: 1,458,356 shares; 2025Q2: 1,492,641 shares; 2025Q3: 1,572,615 shares; 2025Q4: 1,374,299 shares 1,374,299 $131M 3.48% -198,316 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 421,365 shares; 2024Q4: 433,812 shares; 2025Q1: 904,284 shares; 2025Q2: 928,140 shares; 2025Q3: 984,113 shares; 2025Q4: 1,063,814 shares 1,063,814 $109M 2.9% +79,701 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: 583,358 shares; 2024Q4: 577,422 shares; 2025Q1: 622,281 shares; 2025Q2: 630,138 shares; 2025Q3: 625,479 shares; 2025Q4: 584,156 shares 584,156 $70.3M 1.87% -41,323 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,000,897 shares; 2024Q4: 1,013,519 shares; 2025Q1: 995,737 shares; 2025Q2: 1,019,605 shares; 2025Q3: 1,072,213 shares; 2025Q4: 732,704 shares 732,704 $69M 1.84% -339,509 Timeline FESM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,767,200 shares 1,767,200 $66.8M 1.78% new 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: not reported; 2024Q4: not reported; 2025Q1: 1,094,357 shares; 2025Q2: 1,127,534 shares; 2025Q3: 1,155,778 shares; 2025Q4: 1,201,423 shares 1,201,423 $65.8M 1.75% +45,645 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,218 shares; 2024Q4: 49,946 shares; 2025Q1: 48,722 shares; 2025Q2: 21,692 shares; 2025Q3: 20,632 shares; 2025Q4: 643,282 shares 643,282 $65.4M 1.74% +622,650 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: 8,417 shares; 2024Q4: 13,040 shares; 2025Q1: 13,892 shares; 2025Q2: 15,601 shares; 2025Q3: 15,204 shares; 2025Q4: 661,587 shares 661,587 $63.6M 1.69% +646,383 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: 1,390,332 shares; 2024Q4: 1,420,926 shares; 2025Q1: 1,469,947 shares; 2025Q2: 1,493,865 shares; 2025Q3: 1,556,430 shares; 2025Q4: 1,197,667 shares 1,197,667 $63.3M 1.69% -358,763 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: 382,515 shares; 2024Q4: 394,570 shares; 2025Q1: 401,066 shares; 2025Q2: 409,268 shares; 2025Q3: 428,562 shares; 2025Q4: 454,648 shares 454,648 $50M 1.33% +26,086 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK 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: 982,631 shares 982,631 $32.7M 0.87% new Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 202,839 shares; 2024Q4: 200,316 shares; 2025Q1: 191,747 shares; 2025Q2: 219,648 shares; 2025Q3: 249,538 shares; 2025Q4: 285,028 shares 285,028 $30.5M 0.81% +35,490 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: 374,724 shares; 2024Q4: 405,061 shares; 2025Q1: 461,894 shares; 2025Q2: 478,904 shares; 2025Q3: 461,753 shares; 2025Q4: 472,289 shares 472,289 $23.8M 0.63% +10,536 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: 73,147 shares; 2024Q4: 75,669 shares; 2025Q1: 75,776 shares; 2025Q2: 74,685 shares; 2025Q3: 78,703 shares; 2025Q4: 81,567 shares 81,567 $22.2M 0.59% +2,864 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: 35,454 shares; 2024Q4: 37,948 shares; 2025Q1: 34,180 shares; 2025Q2: 32,961 shares; 2025Q3: 32,623 shares; 2025Q4: 33,761 shares 33,761 $21.2M 0.56% +1,138 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: 77,964 shares; 2024Q4: 85,839 shares; 2025Q1: 94,727 shares; 2025Q2: 97,387 shares; 2025Q3: 103,247 shares; 2025Q4: 102,203 shares 102,203 $19.1M 0.51% -1,044 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: 40,293 shares; 2024Q4: 39,901 shares; 2025Q1: 39,597 shares; 2025Q2: 38,802 shares; 2025Q3: 38,620 shares; 2025Q4: 38,332 shares 38,332 $18.7M 0.5% -288 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 372,636 shares; 2024Q4: 368,856 shares; 2025Q1: 288,466 shares; 2025Q2: 302,947 shares; 2025Q3: 302,932 shares; 2025Q4: 324,128 shares 324,128 $17M 0.45% +21,196 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: 33,471 shares; 2024Q4: 33,176 shares; 2025Q1: 31,978 shares; 2025Q2: 34,584 shares; 2025Q3: 35,377 shares; 2025Q4: 33,980 shares 33,980 $16.4M 0.44% -1,397 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: 62,980 shares; 2024Q4: 62,782 shares; 2025Q1: 62,065 shares; 2025Q2: 60,701 shares; 2025Q3: 60,255 shares; 2025Q4: 58,756 shares 58,756 $11.2M 0.3% -1,499 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: 32,209 shares; 2024Q4: 34,624 shares; 2025Q1: 32,628 shares; 2025Q2: 32,261 shares; 2025Q3: 32,169 shares; 2025Q4: 31,851 shares 31,851 $9.97M 0.27% -318 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: 32,006 shares; 2024Q4: 37,056 shares; 2025Q1: 36,619 shares; 2025Q2: 36,739 shares; 2025Q3: 38,880 shares; 2025Q4: 41,906 shares 41,906 $9.67M 0.26% +3,026 Timeline MEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 138,743 shares; 2024Q4: 139,002 shares; 2025Q1: 155,386 shares; 2025Q2: 177,362 shares; 2025Q3: 193,455 shares; 2025Q4: 185,233 shares 185,233 $9.32M 0.25% -8,222 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 197,746 shares; 2024Q4: 195,673 shares; 2025Q1: 193,815 shares; 2025Q2: 190,198 shares; 2025Q3: 187,263 shares; 2025Q4: 185,815 shares 185,815 $8.94M 0.24% -1,448 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: 148,754 shares; 2024Q4: 160,426 shares; 2025Q1: 173,353 shares; 2025Q2: 181,152 shares; 2025Q3: 168,027 shares; 2025Q4: 160,542 shares 160,542 $8.18M 0.22% -7,485 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: 2,074 shares; 2024Q4: 2,241 shares; 2025Q1: 2,260 shares; 2025Q2: 2,471 shares; 2025Q3: 3,273 shares; 2025Q4: 8,731 shares 8,731 $7.53M 0.2% +5,458 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: 43,287 shares; 2024Q4: 41,928 shares; 2025Q1: 42,848 shares; 2025Q2: 41,202 shares; 2025Q3: 46,271 shares; 2025Q4: 47,195 shares 47,195 $7.19M 0.19% +924 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 359,589 shares; 2024Q4: 364,362 shares; 2025Q1: 379,814 shares; 2025Q2: 382,977 shares; 2025Q3: 368,681 shares; 2025Q4: 35,425 shares 35,425 $7.07M 0.19% -333,256 Timeline SMMU 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: 22,825 shares; 2024Q4: 35,633 shares; 2025Q1: 130,906 shares; 2025Q2: 145,958 shares; 2025Q3: 143,445 shares; 2025Q4: 137,720 shares 137,720 $6.95M 0.18% -5,725 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: not reported; 2025Q4: 179,677 shares 179,677 $6.72M 0.18% new 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: 16,325 shares; 2024Q4: 17,112 shares; 2025Q1: 16,744 shares; 2025Q2: 18,391 shares; 2025Q3: 18,821 shares; 2025Q4: 18,894 shares 18,894 $6.54M 0.17% +73 Timeline SHYM 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: 242,044 shares; 2024Q4: 249,156 shares; 2025Q1: 258,705 shares; 2025Q2: 259,886 shares; 2025Q3: 271,049 shares; 2025Q4: 293,566 shares 293,566 $6.52M 0.17% +22,517 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,003 shares; 2024Q4: 11,014 shares; 2025Q1: 10,785 shares; 2025Q2: 13,469 shares; 2025Q3: 14,211 shares; 2025Q4: 14,323 shares 14,323 $6.44M 0.17% +112 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: 57,919 shares; 2024Q4: 51,759 shares; 2025Q1: 51,447 shares; 2025Q2: 50,981 shares; 2025Q3: 50,458 shares; 2025Q4: 49,876 shares 49,876 $6.15M 0.16% -582 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: 561,277 shares; 2024Q4: 577,474 shares; 2025Q1: 618,387 shares; 2025Q2: 676,939 shares; 2025Q3: 737,552 shares; 2025Q4: 70,037 shares 70,037 $6.1M 0.16% -667,515 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: 10,933 shares; 2024Q4: 10,843 shares; 2025Q1: 11,777 shares; 2025Q2: 11,873 shares; 2025Q3: 11,768 shares; 2025Q4: 11,779 shares 11,779 $5.92M 0.16% +11 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: 7,579 shares; 2024Q4: 7,989 shares; 2025Q1: 8,216 shares; 2025Q2: 8,762 shares; 2025Q3: 9,275 shares; 2025Q4: 8,666 shares 8,666 $5.72M 0.15% -609 Timeline PDS PRECISION DRILLING CORP More: the full row for PRECISION DRILLING 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: 68,464 shares; 2025Q2: 96,557 shares; 2025Q3: 96,557 shares; 2025Q4: 79,161 shares 79,161 $5.69M 0.15% -17,396 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: 14,457 shares; 2024Q4: 17,524 shares; 2025Q1: 17,236 shares; 2025Q2: 16,685 shares; 2025Q3: 17,619 shares; 2025Q4: 18,026 shares 18,026 $5.66M 0.15% +407 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,620 shares; 2024Q4: 3,518 shares; 2025Q1: 15,471 shares; 2025Q2: 14,038 shares; 2025Q3: 14,078 shares; 2025Q4: 14,899 shares 14,899 $5.11M 0.14% +821 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: 24,615 shares; 2024Q4: 23,131 shares; 2025Q1: 23,003 shares; 2025Q2: 23,029 shares; 2025Q3: 23,048 shares; 2025Q4: 24,056 shares 24,056 $5.1M 0.14% +1,008 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: 5,376 shares; 2024Q4: 5,655 shares; 2025Q1: 5,487 shares; 2025Q2: 5,704 shares; 2025Q3: 5,853 shares; 2025Q4: 5,743 shares 5,743 $5.05M 0.13% -110 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: 12,842 shares; 2024Q4: 12,954 shares; 2025Q1: 12,505 shares; 2025Q2: 14,216 shares; 2025Q3: 14,704 shares; 2025Q4: 15,008 shares 15,008 $4.84M 0.13% +304 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,357 shares; 2024Q4: 53,715 shares; 2025Q1: 145,872 shares; 2025Q2: 130,447 shares; 2025Q3: 128,552 shares; 2025Q4: 123,872 shares 123,872 $4.04M 0.11% -4,680 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: 37,364 shares; 2024Q4: 35,674 shares; 2025Q1: 39,410 shares; 2025Q2: 39,642 shares; 2025Q3: 36,862 shares; 2025Q4: 30,377 shares 30,377 $3.92M 0.1% -6,485 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: 8,968 shares; 2024Q4: 8,896 shares; 2025Q1: 8,871 shares; 2025Q2: 8,825 shares; 2025Q3: 8,559 shares; 2025Q4: 8,195 shares 8,195 $3.88M 0.1% -364 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: 3,009 shares; 2024Q4: 3,154 shares; 2025Q1: 3,352 shares; 2025Q2: 3,726 shares; 2025Q3: 3,683 shares; 2025Q4: 3,582 shares 3,582 $3.85M 0.1% -101 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: 41,578 shares; 2024Q4: 41,189 shares; 2025Q1: 41,296 shares; 2025Q2: 41,699 shares; 2025Q3: 41,262 shares; 2025Q4: 39,106 shares 39,106 $3.66M 0.1% -2,156 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: 22,658 shares; 2024Q4: 22,428 shares; 2025Q1: 22,306 shares; 2025Q2: 20,540 shares; 2025Q3: 20,202 shares; 2025Q4: 19,995 shares 19,995 $3.47M 0.09% -207 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: 38,647 shares; 2024Q4: 31,812 shares; 2025Q1: 25,118 shares; 2025Q2: 24,380 shares; 2025Q3: 18,694 shares; 2025Q4: 18,608 shares 18,608 $3.41M 0.09% -86 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: 10,510 shares; 2024Q4: 10,220 shares; 2025Q1: 10,298 shares; 2025Q2: 10,421 shares; 2025Q3: 9,604 shares; 2025Q4: 9,341 shares 9,341 $3.28M 0.09% -263 Timeline FBCG 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: 19,878 shares; 2024Q4: 38,743 shares; 2025Q1: 43,354 shares; 2025Q2: 48,937 shares; 2025Q3: 47,207 shares; 2025Q4: 57,276 shares 57,276 $3.14M 0.08% +10,069 Timeline TAFI AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS 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: 60,893 shares; 2025Q2: 178,649 shares; 2025Q3: 174,454 shares; 2025Q4: 121,073 shares 121,073 $3.05M 0.08% -53,381 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: 3,670 shares; 2024Q4: 3,932 shares; 2025Q1: 4,124 shares; 2025Q2: 5,383 shares; 2025Q3: 8,215 shares; 2025Q4: 8,857 shares 8,857 $2.97M 0.08% +642 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: 3,006 shares; 2024Q4: 3,425 shares; 2025Q1: 3,036 shares; 2025Q2: 6,325 shares; 2025Q3: 6,266 shares; 2025Q4: 6,074 shares 6,074 $2.94M 0.08% -192 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: 24,959 shares; 2024Q4: 24,714 shares; 2025Q1: 24,221 shares; 2025Q2: 23,618 shares; 2025Q3: 24,435 shares; 2025Q4: 26,197 shares 26,197 $2.92M 0.08% +1,762 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: 493,388 shares; 2024Q4: 495,154 shares; 2025Q1: 531,601 shares; 2025Q2: 548,113 shares; 2025Q3: 558,076 shares; 2025Q4: 24,115 shares 24,115 $2.9M 0.08% -533,961 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: 32,380 shares; 2024Q4: 34,939 shares; 2025Q1: 30,950 shares; 2025Q2: 28,177 shares; 2025Q3: 28,137 shares; 2025Q4: 24,917 shares 24,917 $2.84M 0.08% -3,220 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: 18,797 shares; 2024Q4: 19,002 shares; 2025Q1: 23,006 shares; 2025Q2: 22,027 shares; 2025Q3: 22,057 shares; 2025Q4: 20,029 shares 20,029 $2.83M 0.08% -2,028 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: 13,347 shares; 2024Q4: 12,097 shares; 2025Q1: 12,811 shares; 2025Q2: 12,476 shares; 2025Q3: 13,372 shares; 2025Q4: 13,476 shares 13,476 $2.79M 0.07% +104 Timeline FQAL 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: 11,829 shares; 2024Q4: 12,237 shares; 2025Q1: 42,572 shares; 2025Q2: 39,131 shares; 2025Q3: 39,184 shares; 2025Q4: 35,639 shares 35,639 $2.69M 0.07% -3,545 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: 1,644 shares; 2024Q4: 1,618 shares; 2025Q1: 1,918 shares; 2025Q2: 2,595 shares; 2025Q3: 3,046 shares; 2025Q4: 3,705 shares 3,705 $2.53M 0.07% +659 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,877 shares; 2024Q4: 32,016 shares; 2025Q1: 33,823 shares; 2025Q2: 38,221 shares; 2025Q3: 39,852 shares; 2025Q4: 41,306 shares 41,306 $2.51M 0.07% +1,454 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: 24,760 shares; 2024Q4: 24,636 shares; 2025Q1: 23,429 shares; 2025Q2: 26,187 shares; 2025Q3: 26,098 shares; 2025Q4: 26,141 shares 26,141 $2.51M 0.07% +43 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: 4,863 shares; 2024Q4: 5,011 shares; 2025Q1: 4,759 shares; 2025Q2: 4,964 shares; 2025Q3: 4,722 shares; 2025Q4: 4,390 shares 4,390 $2.51M 0.07% -332 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,422 shares; 2024Q4: 8,288 shares; 2025Q1: 23,191 shares; 2025Q2: 27,447 shares; 2025Q3: 26,694 shares; 2025Q4: 26,280 shares 26,280 $2.43M 0.06% -414 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: 6,280 shares; 2024Q4: 7,182 shares; 2025Q1: 7,884 shares; 2025Q2: 8,221 shares; 2025Q3: 8,199 shares; 2025Q4: 10,251 shares 10,251 $2.34M 0.06% +2,052 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,243 shares; 2024Q4: 33,612 shares; 2025Q1: 59,813 shares; 2025Q2: 61,901 shares; 2025Q3: 61,946 shares; 2025Q4: 67,114 shares 67,114 $2.33M 0.06% +5,168 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: 11,419 shares; 2024Q4: 12,223 shares; 2025Q1: 10,446 shares; 2025Q2: 12,074 shares; 2025Q3: 12,403 shares; 2025Q4: 12,849 shares 12,849 $2.28M 0.06% +446 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: 37,033 shares; 2024Q4: 38,571 shares; 2025Q1: 38,336 shares; 2025Q2: 41,159 shares; 2025Q3: 42,450 shares; 2025Q4: 41,323 shares 41,323 $2.27M 0.06% -1,127 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: 11,749 shares; 2024Q4: 12,071 shares; 2025Q1: 11,437 shares; 2025Q2: 10,862 shares; 2025Q3: 10,716 shares; 2025Q4: 10,397 shares 10,397 $2.2M 0.06% -319 Timeline EMGF 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: 14,615 shares; 2024Q4: 23,594 shares; 2025Q1: 35,571 shares; 2025Q2: 36,390 shares; 2025Q3: 35,852 shares; 2025Q4: 36,591 shares 36,591 $2.12M 0.06% +739 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,141 shares; 2024Q4: 5,580 shares; 2025Q1: 6,924 shares; 2025Q2: 7,435 shares; 2025Q3: 9,229 shares; 2025Q4: 9,671 shares 9,671 $2.07M 0.06% +442 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,413 shares; 2024Q4: 7,133 shares; 2025Q1: 6,502 shares; 2025Q2: 7,053 shares; 2025Q3: 6,559 shares; 2025Q4: 5,874 shares 5,874 $2.02M 0.05% -685 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: 9,619 shares; 2024Q4: 9,619 shares; 2025Q1: 9,563 shares; 2025Q2: 9,522 shares; 2025Q3: 9,581 shares; 2025Q4: 9,558 shares 9,558 $2.01M 0.05% -23 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: 1,724 shares; 2024Q4: 1,827 shares; 2025Q1: 1,924 shares; 2025Q2: 2,138 shares; 2025Q3: 2,233 shares; 2025Q4: 21,298 shares 21,298 $2M 0.05% +19,065 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: not reported; 2025Q4: 19,258 shares 19,258 $1.93M 0.05% new 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: 24,377 shares; 2024Q4: 25,368 shares; 2025Q1: 25,262 shares; 2025Q2: 24,900 shares; 2025Q3: 24,950 shares; 2025Q4: 24,954 shares 24,954 $1.84M 0.05% +4 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: 4,548 shares; 2024Q4: 4,749 shares; 2025Q1: 4,988 shares; 2025Q2: 5,515 shares; 2025Q3: 5,517 shares; 2025Q4: 5,844 shares 5,844 $1.8M 0.05% +327 Timeline VG VENTURE GLOBAL INC More: the full row for VENTURE GLOBAL 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: 256,623 shares; 2025Q4: 258,287 shares 258,287 $1.76M 0.05% +1,664 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: 20,722 shares; 2025Q2: 24,223 shares; 2025Q3: 23,971 shares; 2025Q4: 24,169 shares 24,169 $1.73M 0.05% +198 Timeline HEZU 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: 38,978 shares; 2024Q4: 38,014 shares; 2025Q1: 40,839 shares; 2025Q2: 40,598 shares; 2025Q3: 40,086 shares; 2025Q4: 39,100 shares 39,100 $1.71M 0.05% -986 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: 3,982 shares; 2024Q4: 4,101 shares; 2025Q1: 4,868 shares; 2025Q2: 5,678 shares; 2025Q3: 5,489 shares; 2025Q4: 5,703 shares 5,703 $1.69M 0.04% +214 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: 12,499 shares; 2024Q4: 10,830 shares; 2025Q1: 10,285 shares; 2025Q2: 10,112 shares; 2025Q3: 8,862 shares; 2025Q4: 8,591 shares 8,591 $1.67M 0.04% -271 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: 4,686 shares; 2024Q4: 9,475 shares; 2025Q1: 9,613 shares; 2025Q2: 8,883 shares; 2025Q3: 8,978 shares; 2025Q4: 8,950 shares 8,950 $1.65M 0.04% -28 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: 2,110 shares; 2024Q4: 2,473 shares; 2025Q1: 2,410 shares; 2025Q2: 2,830 shares; 2025Q3: 2,756 shares; 2025Q4: 2,817 shares 2,817 $1.61M 0.04% +61 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: 33,453 shares; 2024Q4: 35,289 shares; 2025Q1: 38,816 shares; 2025Q2: 40,302 shares; 2025Q3: 38,538 shares; 2025Q4: 33,796 shares 33,796 $1.57M 0.04% -4,742 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: 15,307 shares; 2024Q4: 14,333 shares; 2025Q1: 12,346 shares; 2025Q2: 13,099 shares; 2025Q3: 11,962 shares; 2025Q4: 10,306 shares 10,306 $1.48M 0.04% -1,656 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: 11,854 shares; 2024Q4: 12,068 shares; 2025Q1: 12,777 shares; 2025Q2: 14,585 shares; 2025Q3: 14,969 shares; 2025Q4: 14,868 shares 14,868 $1.39M 0.04% -101 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,052 shares; 2024Q4: 44,436 shares; 2025Q1: 45,573 shares; 2025Q2: 44,076 shares; 2025Q3: 39,766 shares; 2025Q4: 35,405 shares 35,405 $1.36M 0.04% -4,361 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: 23,019 shares; 2024Q4: 32,853 shares; 2025Q1: 33,223 shares; 2025Q2: 34,737 shares; 2025Q3: 33,874 shares; 2025Q4: 31,944 shares 31,944 $1.3M 0.03% -1,930 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,922 shares; 2024Q4: 8,565 shares; 2025Q1: 8,811 shares; 2025Q2: 14,861 shares; 2025Q3: 17,192 shares; 2025Q4: 20,497 shares 20,497 $1.28M 0.03% +3,305 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: 2,529 shares; 2024Q4: 2,441 shares; 2025Q1: 2,377 shares; 2025Q2: 2,310 shares; 2025Q3: 2,153 shares; 2025Q4: 1,877 shares 1,877 $1.24M 0.03% -276 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR 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: 21,591 shares; 2025Q2: 20,847 shares; 2025Q3: 19,293 shares; 2025Q4: 18,247 shares 18,247 $1.23M 0.03% -1,046 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: 713 shares; 2024Q4: 712 shares; 2025Q1: 716 shares; 2025Q2: 717 shares; 2025Q3: 713 shares; 2025Q4: 717 shares 717 $1.21M 0.03% +4 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: 6,439 shares; 2024Q4: 6,866 shares; 2025Q1: 7,245 shares; 2025Q2: 7,561 shares; 2025Q3: 7,388 shares; 2025Q4: 7,827 shares 7,827 $1.2M 0.03% +439 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: 43,149 shares; 2024Q4: 44,438 shares; 2025Q1: 45,825 shares; 2025Q2: 48,579 shares; 2025Q3: 48,783 shares; 2025Q4: 47,496 shares 47,496 $1.18M 0.03% -1,287 Timeline IGM 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: 2,951 shares; 2024Q4: 2,907 shares; 2025Q1: 9,536 shares; 2025Q2: 8,875 shares; 2025Q3: 8,707 shares; 2025Q4: 8,874 shares 8,874 $1.15M 0.03% +167 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,037 shares; 2024Q4: 2,364 shares; 2025Q1: 2,380 shares; 2025Q2: 2,952 shares; 2025Q3: 3,035 shares; 2025Q4: 3,083 shares 3,083 $1.14M 0.03% +48 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: 3,750 shares; 2024Q4: 3,409 shares; 2025Q1: 3,681 shares; 2025Q2: 3,904 shares; 2025Q3: 3,407 shares; 2025Q4: 3,377 shares 3,377 $1.14M 0.03% -30 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: 8,391 shares; 2024Q4: 10,703 shares; 2025Q1: 12,890 shares; 2025Q2: 14,325 shares; 2025Q3: 14,739 shares; 2025Q4: 14,531 shares 14,531 $1.12M 0.03% -208 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: 1,010 shares; 2024Q4: 953 shares; 2025Q1: 1,439 shares; 2025Q2: 1,814 shares; 2025Q3: 2,042 shares; 2025Q4: 1,818 shares 1,818 $1.12M 0.03% -224 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,510 shares; 2024Q4: 16,861 shares; 2025Q1: 15,996 shares; 2025Q2: 16,086 shares; 2025Q3: 15,677 shares; 2025Q4: 15,906 shares 15,906 $1.11M 0.03% +229 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: 8,399 shares; 2024Q4: 8,329 shares; 2025Q1: 7,470 shares; 2025Q2: 8,047 shares; 2025Q3: 9,120 shares; 2025Q4: 9,001 shares 9,001 $1.1M 0.03% -119 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: 4,608 shares; 2024Q4: 4,825 shares; 2025Q1: 5,137 shares; 2025Q2: 5,072 shares; 2025Q3: 4,780 shares; 2025Q4: 4,129 shares 4,129 $1.09M 0.03% -651 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: 3,992 shares; 2024Q4: 3,877 shares; 2025Q1: 3,835 shares; 2025Q2: 3,573 shares; 2025Q3: 3,570 shares; 2025Q4: 3,582 shares 3,582 $1.08M 0.03% +12 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: 5,111 shares; 2024Q4: 5,816 shares; 2025Q1: 7,688 shares; 2025Q2: 9,430 shares; 2025Q3: 8,115 shares; 2025Q4: 8,479 shares 8,479 $1.06M 0.03% +364 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: 11,736 shares; 2024Q4: 11,231 shares; 2025Q1: 11,389 shares; 2025Q2: 10,383 shares; 2025Q3: 9,957 shares; 2025Q4: 9,178 shares 9,178 $1.04M 0.03% -779 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: 4,711 shares; 2024Q4: 4,081 shares; 2025Q1: 3,725 shares; 2025Q2: 4,465 shares; 2025Q3: 4,225 shares; 2025Q4: 4,167 shares 4,167 $1.01M 0.03% -58 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: 3,808 shares; 2024Q4: 3,574 shares; 2025Q1: 3,164 shares; 2025Q2: 2,400 shares; 2025Q3: 2,422 shares; 2025Q4: 3,059 shares 3,059 $1.01M 0.03% +637 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: 4,287 shares; 2025Q1: 5,323 shares; 2025Q2: 5,437 shares; 2025Q3: 5,697 shares; 2025Q4: 5,867 shares 5,867 $1M 0.03% +170 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: 988 shares; 2024Q4: 1,153 shares; 2025Q1: 1,152 shares; 2025Q2: 1,423 shares; 2025Q3: 1,462 shares; 2025Q4: 1,536 shares 1,536 $1M 0.03% +74 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: 8,803 shares; 2024Q4: 8,377 shares; 2025Q1: 7,858 shares; 2025Q2: 9,051 shares; 2025Q3: 7,784 shares; 2025Q4: 7,297 shares 7,297 $986K 0.03% -487 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: 1,522 shares; 2024Q4: 1,619 shares; 2025Q1: 1,643 shares; 2025Q2: 1,791 shares; 2025Q3: 1,634 shares; 2025Q4: 1,679 shares 1,679 $951K 0.03% +45 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: 5,167 shares; 2024Q4: 5,520 shares; 2025Q1: 5,859 shares; 2025Q2: 7,670 shares; 2025Q3: 7,906 shares; 2025Q4: 8,106 shares 8,106 $946K 0.03% +200 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: 10,812 shares; 2024Q4: 9,246 shares; 2025Q1: 8,069 shares; 2025Q2: 8,703 shares; 2025Q3: 9,437 shares; 2025Q4: 8,985 shares 8,985 $946K 0.03% -452 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: 2,529 shares; 2024Q4: 2,694 shares; 2025Q1: 3,874 shares; 2025Q2: 2,932 shares; 2025Q3: 3,188 shares; 2025Q4: 3,296 shares 3,296 $941K 0.03% +108 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: 3,387 shares; 2024Q4: 3,897 shares; 2025Q1: 3,972 shares; 2025Q2: 5,082 shares; 2025Q3: 5,251 shares; 2025Q4: 5,209 shares 5,209 $925K 0.02% -42 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,058 shares; 2024Q4: 2,358 shares; 2025Q1: 2,616 shares; 2025Q2: 2,631 shares; 2025Q3: 2,410 shares; 2025Q4: 2,924 shares 2,924 $894K 0.02% +514 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: 2,468 shares; 2024Q4: 6,473 shares; 2025Q1: 5,434 shares; 2025Q2: 5,181 shares; 2025Q3: 5,260 shares; 2025Q4: 5,359 shares 5,359 $872K 0.02% +99 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: 10,028 shares; 2024Q4: 9,601 shares; 2025Q1: 9,589 shares; 2025Q2: 10,365 shares; 2025Q3: 10,625 shares; 2025Q4: 10,740 shares 10,740 $862K 0.02% +115 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: 3,465 shares; 2024Q4: 3,236 shares; 2025Q1: 3,182 shares; 2025Q2: 3,177 shares; 2025Q3: 2,977 shares; 2025Q4: 2,421 shares 2,421 $851K 0.02% -556 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: 7,122 shares; 2024Q4: 6,242 shares; 2025Q1: 5,650 shares; 2025Q2: 4,131 shares; 2025Q3: 5,008 shares; 2025Q4: 5,900 shares 5,900 $847K 0.02% +892 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,105 shares; 2024Q4: 6,099 shares; 2025Q1: 3,408 shares; 2025Q2: 3,408 shares; 2025Q3: 11,011 shares; 2025Q4: 11,345 shares 11,345 $840K 0.02% +334 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: 9,394 shares; 2024Q4: 7,823 shares; 2025Q1: 10,175 shares; 2025Q2: 10,033 shares; 2025Q3: 10,383 shares; 2025Q4: 10,107 shares 10,107 $826K 0.02% -276 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: 3,911 shares; 2024Q4: 4,146 shares; 2025Q1: 4,441 shares; 2025Q2: 5,195 shares; 2025Q3: 5,009 shares; 2025Q4: 5,143 shares 5,143 $825K 0.02% +134 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,582 shares; 2024Q4: 2,493 shares; 2025Q1: 2,565 shares; 2025Q2: 3,095 shares; 2025Q3: 3,092 shares; 2025Q4: 3,209 shares 3,209 $825K 0.02% +117 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: 974 shares; 2024Q4: 849 shares; 2025Q1: 940 shares; 2025Q2: 854 shares; 2025Q3: 753 shares; 2025Q4: 669 shares 669 $813K 0.02% -84 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: 6,084 shares; 2024Q4: 5,852 shares; 2025Q1: 5,153 shares; 2025Q2: 4,869 shares; 2025Q3: 3,337 shares; 2025Q4: 2,988 shares 2,988 $802K 0.02% -349 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,175 shares; 2024Q4: 55,640 shares; 2025Q1: 56,780 shares; 2025Q2: 71,109 shares; 2025Q3: 33,309 shares; 2025Q4: 31,795 shares 31,795 $793K 0.02% -1,514 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,019 shares 6,019 $776K 0.02% new 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: 739 shares; 2025Q1: 674 shares; 2025Q2: 731 shares; 2025Q3: 759 shares; 2025Q4: 720 shares 720 $771K 0.02% -39 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: 2,706 shares; 2024Q4: 2,372 shares; 2025Q1: 2,334 shares; 2025Q2: 2,190 shares; 2025Q3: 2,183 shares; 2025Q4: 1,803 shares 1,803 $769K 0.02% -380 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: 11,560 shares; 2024Q4: 8,745 shares; 2025Q1: 5,743 shares; 2025Q2: 4,901 shares; 2025Q3: 4,426 shares; 2025Q4: 8,704 shares 8,704 $768K 0.02% +4,278 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: 3,814 shares; 2024Q4: 3,845 shares; 2025Q1: 3,703 shares; 2025Q2: 3,528 shares; 2025Q3: 3,222 shares; 2025Q4: 2,954 shares 2,954 $760K 0.02% -268 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,407 shares; 2024Q4: 1,430 shares; 2025Q1: 1,493 shares; 2025Q2: 1,485 shares; 2025Q3: 1,465 shares; 2025Q4: 1,421 shares 1,421 $743K 0.02% -44 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: 14,449 shares; 2024Q4: 14,702 shares; 2025Q1: 15,104 shares; 2025Q2: 14,655 shares; 2025Q3: 14,605 shares; 2025Q4: 14,027 shares 14,027 $741K 0.02% -578 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: 10,361 shares; 2024Q4: 9,079 shares; 2025Q1: 10,213 shares; 2025Q2: 10,222 shares; 2025Q3: 8,651 shares; 2025Q4: 8,777 shares 8,777 $739K 0.02% +126 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: 1,254 shares; 2024Q4: 992 shares; 2025Q1: 1,245 shares; 2025Q2: 910 shares; 2025Q3: 968 shares; 2025Q4: 1,271 shares 1,271 $737K 0.02% +303 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: 96 shares; 2024Q4: 107 shares; 2025Q1: 110 shares; 2025Q2: 130 shares; 2025Q3: 130 shares; 2025Q4: 138 shares 138 $737K 0.02% +8 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: 13,010 shares; 2024Q4: 12,420 shares; 2025Q1: 12,348 shares; 2025Q2: 12,892 shares; 2025Q3: 12,849 shares; 2025Q4: 11,044 shares 11,044 $729K 0.02% -1,805 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: 8,473 shares; 2024Q4: 7,831 shares; 2025Q1: 8,297 shares; 2025Q2: 8,533 shares; 2025Q3: 7,493 shares; 2025Q4: 7,574 shares 7,574 $728K 0.02% +81 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: 2,514 shares; 2024Q4: 2,792 shares; 2025Q1: 2,714 shares; 2025Q2: 2,610 shares; 2025Q3: 2,689 shares; 2025Q4: 2,937 shares 2,937 $708K 0.02% +248 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: 4,219 shares; 2024Q4: 4,240 shares; 2025Q1: 4,081 shares; 2025Q2: 3,176 shares; 2025Q3: 3,289 shares; 2025Q4: 3,010 shares 3,010 $696K 0.02% -279 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: 1,924 shares; 2024Q4: 1,811 shares; 2025Q1: 2,216 shares; 2025Q2: 2,125 shares; 2025Q3: 2,119 shares; 2025Q4: 2,123 shares 2,123 $695K 0.02% +4 Timeline S SENTINELONE INC More: the full row for SENTINELONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,791 shares; 2024Q4: 55,291 shares; 2025Q1: 45,012 shares; 2025Q2: 45,412 shares; 2025Q3: 45,409 shares; 2025Q4: 45,362 shares 45,362 $680K 0.02% -47 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: 3,928 shares; 2024Q4: 3,480 shares; 2025Q1: 3,975 shares; 2025Q2: 4,158 shares; 2025Q3: 4,052 shares; 2025Q4: 3,926 shares 3,926 $672K 0.02% -126 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,267 shares; 2024Q4: 14,421 shares; 2025Q1: 12,465 shares; 2025Q2: 13,410 shares; 2025Q3: 12,986 shares; 2025Q4: 9,045 shares 9,045 $646K 0.02% -3,941 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: 3,475 shares; 2024Q4: 3,737 shares; 2025Q1: 3,875 shares; 2025Q2: 4,286 shares; 2025Q3: 4,021 shares; 2025Q4: 4,013 shares 4,013 $642K 0.02% -8 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,562 shares; 2024Q4: 4,062 shares; 2025Q1: 4,062 shares; 2025Q2: 4,715 shares; 2025Q3: 4,499 shares; 2025Q4: 4,465 shares 4,465 $641K 0.02% -34 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,977 shares; 2024Q4: 2,215 shares; 2025Q1: 2,465 shares; 2025Q2: 2,232 shares; 2025Q3: 2,406 shares; 2025Q4: 2,333 shares 2,333 $633K 0.02% -73 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: not reported; 2024Q4: not reported; 2025Q1: 828 shares; 2025Q2: 1,686 shares; 2025Q3: 1,719 shares; 2025Q4: 1,539 shares 1,539 $610K 0.02% -180 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,530 shares; 2024Q4: 1,403 shares; 2025Q1: 1,204 shares; 2025Q2: 2,309 shares; 2025Q3: 3,111 shares; 2025Q4: 2,805 shares 2,805 $609K 0.02% -306 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: 612 shares; 2024Q4: 606 shares; 2025Q1: 594 shares; 2025Q2: 685 shares; 2025Q3: 673 shares; 2025Q4: 678 shares 678 $596K 0.02% +5 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: 892 shares; 2024Q4: 1,171 shares; 2025Q1: 1,292 shares; 2025Q2: 1,464 shares; 2025Q3: 1,421 shares; 2025Q4: 1,271 shares 1,271 $592K 0.02% -150 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,402 shares; 2025Q2: 1,404 shares; 2025Q3: 1,406 shares; 2025Q4: 1,425 shares 1,425 $588K 0.02% +19 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: not reported; 2024Q4: not reported; 2025Q1: 7,764 shares; 2025Q2: 7,823 shares; 2025Q3: 7,673 shares; 2025Q4: 7,397 shares 7,397 $587K 0.02% -276 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: 321 shares; 2024Q4: 301 shares; 2025Q1: 335 shares; 2025Q2: 318 shares; 2025Q3: 301 shares; 2025Q4: 290 shares 290 $584K 0.02% -11 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: 684 shares; 2025Q1: not reported; 2025Q2: 708 shares; 2025Q3: 764 shares; 2025Q4: 865 shares 865 $583K 0.02% +101 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,744 shares; 2024Q4: 1,765 shares; 2025Q1: 1,735 shares; 2025Q2: 1,803 shares; 2025Q3: 1,820 shares; 2025Q4: 1,866 shares 1,866 $579K 0.02% +46 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: 4,134 shares; 2024Q4: 4,114 shares; 2025Q1: 4,593 shares; 2025Q2: 6,125 shares; 2025Q3: 6,281 shares; 2025Q4: 5,790 shares 5,790 $578K 0.02% -491 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: 5,556 shares; 2024Q4: 4,925 shares; 2025Q1: 4,655 shares; 2025Q2: 4,321 shares; 2025Q3: 4,076 shares; 2025Q4: 4,040 shares 4,040 $572K 0.02% -36 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: 3,750 shares; 2024Q4: 9,902 shares; 2025Q1: 3,496 shares; 2025Q2: 7,268 shares; 2025Q3: 7,416 shares; 2025Q4: 7,714 shares 7,714 $567K 0.02% +298 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: 780 shares; 2024Q4: 864 shares; 2025Q1: 765 shares; 2025Q2: 782 shares; 2025Q3: 761 shares; 2025Q4: 3,698 shares 3,698 $566K 0.02% +2,937 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: 4,760 shares; 2024Q4: 5,045 shares; 2025Q1: 5,421 shares; 2025Q2: 5,964 shares; 2025Q3: 6,251 shares; 2025Q4: 5,895 shares 5,895 $562K 0.01% -356 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY 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: 12,672 shares; 2025Q2: 12,084 shares; 2025Q3: 14,613 shares; 2025Q4: 19,161 shares 19,161 $552K 0.01% +4,548 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: 356 shares; 2024Q4: 383 shares; 2025Q1: 399 shares; 2025Q2: 6,165 shares; 2025Q3: 6,308 shares; 2025Q4: 6,016 shares 6,016 $549K 0.01% -292 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: 1,104 shares; 2024Q4: 1,163 shares; 2025Q1: 1,210 shares; 2025Q2: 1,201 shares; 2025Q3: 1,403 shares; 2025Q4: 1,400 shares 1,400 $545K 0.01% -3 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,961 shares; 2025Q3: 5,304 shares; 2025Q4: 5,446 shares 5,446 $544K 0.01% +142 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: 802 shares; 2024Q4: 869 shares; 2025Q1: 1,174 shares; 2025Q2: 1,104 shares; 2025Q3: 1,145 shares; 2025Q4: 1,159 shares 1,159 $543K 0.01% +14 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,564 shares; 2024Q4: 1,611 shares; 2025Q1: 1,494 shares; 2025Q2: 1,886 shares; 2025Q3: 1,905 shares; 2025Q4: 1,786 shares 1,786 $543K 0.01% -119 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: 3,488 shares; 2024Q4: 3,131 shares; 2025Q1: 2,786 shares; 2025Q2: 2,756 shares; 2025Q3: 2,676 shares; 2025Q4: 2,590 shares 2,590 $541K 0.01% -86 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: not reported; 2024Q4: not reported; 2025Q1: 13,557 shares; 2025Q2: 11,172 shares; 2025Q3: 12,928 shares; 2025Q4: 14,630 shares 14,630 $540K 0.01% +1,702 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: 4,789 shares; 2024Q4: 4,025 shares; 2025Q1: 3,310 shares; 2025Q2: 3,006 shares; 2025Q3: 2,809 shares; 2025Q4: 2,655 shares 2,655 $539K 0.01% -154 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: 1,216 shares; 2024Q4: 1,244 shares; 2025Q1: 1,218 shares; 2025Q2: 1,290 shares; 2025Q3: 1,262 shares; 2025Q4: 1,266 shares 1,266 $534K 0.01% +4 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,965 shares; 2025Q1: 5,261 shares; 2025Q2: 3,998 shares; 2025Q3: 4,203 shares; 2025Q4: 4,055 shares 4,055 $531K 0.01% -148 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: 11,718 shares; 2024Q4: 11,511 shares; 2025Q1: 12,113 shares; 2025Q2: 8,072 shares; 2025Q3: 8,566 shares; 2025Q4: 8,328 shares 8,328 $531K 0.01% -238 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: 10,267 shares; 2024Q4: 8,556 shares; 2025Q1: 12,168 shares; 2025Q2: 15,186 shares; 2025Q3: 18,201 shares; 2025Q4: 21,252 shares 21,252 $529K 0.01% +3,051 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: 20,543 shares; 2024Q4: 13,163 shares; 2025Q1: 10,194 shares; 2025Q2: 9,263 shares; 2025Q3: 8,614 shares; 2025Q4: 8,709 shares 8,709 $523K 0.01% +95 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: 4,474 shares; 2024Q4: 3,819 shares; 2025Q1: 3,331 shares; 2025Q2: 3,188 shares; 2025Q3: 3,037 shares; 2025Q4: 2,370 shares 2,370 $521K 0.01% -667 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,017 shares; 2024Q4: 5,016 shares; 2025Q1: 4,933 shares; 2025Q2: 4,649 shares; 2025Q3: 4,585 shares; 2025Q4: 4,558 shares 4,558 $518K 0.01% -27 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: 1,112 shares; 2024Q4: 1,169 shares; 2025Q1: 1,314 shares; 2025Q2: 1,677 shares; 2025Q3: 1,741 shares; 2025Q4: 1,611 shares 1,611 $513K 0.01% -130 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: 8,866 shares; 2024Q4: 4,647 shares; 2025Q1: 5,087 shares; 2025Q2: 5,032 shares; 2025Q3: 4,944 shares; 2025Q4: 2,564 shares 2,564 $509K 0.01% -2,380 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,545 shares; 2024Q4: 1,600 shares; 2025Q1: 1,543 shares; 2025Q2: 1,694 shares; 2025Q3: 2,064 shares; 2025Q4: 1,922 shares 1,922 $497K 0.01% -142 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: 1,959 shares; 2024Q4: 2,062 shares; 2025Q1: 2,331 shares; 2025Q2: 2,593 shares; 2025Q3: 2,472 shares; 2025Q4: 2,660 shares 2,660 $494K 0.01% +188 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,082 shares; 2024Q4: 2,221 shares; 2025Q1: 2,259 shares; 2025Q2: 2,282 shares; 2025Q3: 2,830 shares; 2025Q4: 2,527 shares 2,527 $493K 0.01% -303 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: 5,699 shares; 2024Q4: 5,839 shares; 2025Q1: 6,146 shares; 2025Q2: 6,041 shares; 2025Q3: 5,813 shares; 2025Q4: 5,558 shares 5,558 $486K 0.01% -255 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 860 shares; 2024Q4: 755 shares; 2025Q1: 865 shares; 2025Q2: 1,057 shares; 2025Q3: 1,053 shares; 2025Q4: 1,036 shares 1,036 $484K 0.01% -17 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: 3,980 shares; 2024Q4: 3,758 shares; 2025Q1: 3,626 shares; 2025Q2: 3,376 shares; 2025Q3: 3,763 shares; 2025Q4: 2,596 shares 2,596 $482K 0.01% -1,167 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: 29,570 shares; 2024Q4: 25,304 shares; 2025Q1: 18,909 shares; 2025Q2: 20,471 shares; 2025Q3: 17,749 shares; 2025Q4: 16,083 shares 16,083 $481K 0.01% -1,666 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,672 shares; 2024Q4: 1,763 shares; 2025Q1: 1,723 shares; 2025Q2: 1,771 shares; 2025Q3: 1,773 shares; 2025Q4: 1,747 shares 1,747 $477K 0.01% -26 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: 2,830 shares; 2024Q4: 3,096 shares; 2025Q1: 3,317 shares; 2025Q2: 3,495 shares; 2025Q3: 3,831 shares; 2025Q4: 4,066 shares 4,066 $477K 0.01% +235 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 566 shares; 2025Q1: 642 shares; 2025Q2: 653 shares; 2025Q3: 504 shares; 2025Q4: 444 shares 444 $475K 0.01% -60 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: 7,234 shares 7,234 $473K 0.01% new Timeline BRTR 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: not reported; 2025Q4: 9,206 shares 9,206 $467K 0.01% new Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,584 shares; 2024Q4: 8,985 shares; 2025Q1: 9,415 shares; 2025Q2: 9,580 shares; 2025Q3: 8,914 shares; 2025Q4: 9,091 shares 9,091 $463K 0.01% +177 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,034 shares; 2024Q4: 1,044 shares; 2025Q1: 965 shares; 2025Q2: 903 shares; 2025Q3: 853 shares; 2025Q4: 810 shares 810 $462K 0.01% -43 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: 758 shares; 2024Q4: 1,118 shares; 2025Q1: 1,299 shares; 2025Q2: 1,784 shares; 2025Q3: 1,651 shares; 2025Q4: 1,471 shares 1,471 $460K 0.01% -180 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,935 shares; 2024Q4: 5,689 shares; 2025Q1: 4,678 shares; 2025Q2: 5,103 shares; 2025Q3: 5,145 shares; 2025Q4: 4,700 shares 4,700 $456K 0.01% -445 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: 2,225 shares; 2024Q4: 2,112 shares; 2025Q1: 2,468 shares; 2025Q2: 2,384 shares; 2025Q3: 1,434 shares; 2025Q4: 1,299 shares 1,299 $455K 0.01% -135 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: 1,166 shares; 2024Q4: 1,363 shares; 2025Q1: 1,421 shares; 2025Q2: 1,494 shares; 2025Q3: 1,397 shares; 2025Q4: 1,451 shares 1,451 $453K 0.01% +54 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,512 shares; 2024Q4: 1,584 shares; 2025Q1: 1,801 shares; 2025Q2: 1,935 shares; 2025Q3: 1,918 shares; 2025Q4: 1,979 shares 1,979 $451K 0.01% +61 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: 3,255 shares; 2024Q4: 2,517 shares; 2025Q1: 2,071 shares; 2025Q2: 1,836 shares; 2025Q3: 1,654 shares; 2025Q4: 1,549 shares 1,549 $449K 0.01% -105 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: 4,684 shares; 2024Q4: 6,100 shares; 2025Q1: 6,985 shares; 2025Q2: 4,689 shares; 2025Q3: 5,207 shares; 2025Q4: 5,517 shares 5,517 $448K 0.01% +310 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,478 shares; 2024Q4: 3,473 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,078 shares; 2025Q4: 3,163 shares 3,163 $447K 0.01% +85 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,599 shares; 2024Q4: 2,730 shares; 2025Q1: 2,878 shares; 2025Q2: 2,762 shares; 2025Q3: 2,965 shares; 2025Q4: 2,832 shares 2,832 $436K 0.01% -133 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: 8,727 shares; 2024Q4: 8,592 shares; 2025Q1: 8,592 shares; 2025Q2: 8,673 shares; 2025Q3: 8,558 shares; 2025Q4: 8,019 shares 8,019 $432K 0.01% -539 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: 7,429 shares; 2024Q4: 7,384 shares; 2025Q1: 7,392 shares; 2025Q2: 7,181 shares; 2025Q3: 7,279 shares; 2025Q4: 6,886 shares 6,886 $430K 0.01% -393 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,330 shares; 2024Q4: 1,298 shares; 2025Q1: 1,294 shares; 2025Q2: 1,331 shares; 2025Q3: 1,331 shares; 2025Q4: 1,331 shares 1,331 $430K 0.01% 0 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 890 shares; 2024Q4: 1,170 shares; 2025Q1: 1,129 shares; 2025Q2: 1,149 shares; 2025Q3: 1,380 shares; 2025Q4: 1,203 shares 1,203 $425K 0.01% -177 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: 1,475 shares; 2025Q3: 1,418 shares; 2025Q4: 1,436 shares 1,436 $422K 0.01% +18 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: 4,359 shares; 2024Q4: 8,649 shares; 2025Q1: 12,317 shares; 2025Q2: 9,548 shares; 2025Q3: 7,782 shares; 2025Q4: 7,808 shares 7,808 $421K 0.01% +26 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,423 shares; 2024Q4: 6,351 shares; 2025Q1: 5,909 shares; 2025Q2: 5,094 shares; 2025Q3: 5,370 shares; 2025Q4: 5,146 shares 5,146 $419K 0.01% -224 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,858 shares; 2024Q4: 3,030 shares; 2025Q1: 3,171 shares; 2025Q2: 3,833 shares; 2025Q3: 3,644 shares; 2025Q4: 3,601 shares 3,601 $418K 0.01% -43 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: not reported; 2024Q4: not reported; 2025Q1: 1,877 shares; 2025Q2: 2,145 shares; 2025Q3: 2,049 shares; 2025Q4: 2,034 shares 2,034 $417K 0.01% -15 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,249 shares; 2025Q2: 2,029 shares; 2025Q3: 2,031 shares; 2025Q4: 1,832 shares 1,832 $417K 0.01% -199 Timeline JNK 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: 63,970 shares; 2024Q4: 64,340 shares; 2025Q1: 63,425 shares; 2025Q2: 64,692 shares; 2025Q3: 64,781 shares; 2025Q4: 4,282 shares 4,282 $416K 0.01% -60,499 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: 987 shares; 2024Q4: 981 shares; 2025Q1: 1,130 shares; 2025Q2: 1,071 shares; 2025Q3: 926 shares; 2025Q4: 914 shares 914 $414K 0.01% -12 Timeline GOVT 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: 23,181 shares; 2024Q4: 23,524 shares; 2025Q1: 23,090 shares; 2025Q2: 22,203 shares; 2025Q3: 20,758 shares; 2025Q4: 17,801 shares 17,801 $410K 0.01% -2,957 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: 4,902 shares; 2024Q4: 5,529 shares; 2025Q1: 5,902 shares; 2025Q2: 7,216 shares; 2025Q3: 7,200 shares; 2025Q4: 7,081 shares 7,081 $408K 0.01% -119 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: 11,172 shares; 2024Q4: 9,834 shares; 2025Q1: 8,271 shares; 2025Q2: 7,819 shares; 2025Q3: 8,349 shares; 2025Q4: 8,010 shares 8,010 $407K 0.01% -339 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: 962 shares; 2024Q4: 1,099 shares; 2025Q1: 1,097 shares; 2025Q2: 1,271 shares; 2025Q3: 1,351 shares; 2025Q4: 1,406 shares 1,406 $406K 0.01% +55 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: 1,643 shares; 2024Q4: 1,369 shares; 2025Q1: 1,392 shares; 2025Q2: not reported; 2025Q3: 1,244 shares; 2025Q4: 1,772 shares 1,772 $406K 0.01% +528 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,257 shares; 2025Q3: 3,544 shares; 2025Q4: 3,569 shares 3,569 $404K 0.01% +25 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,579 shares; 2025Q1: 1,766 shares; 2025Q2: 1,779 shares; 2025Q3: 1,778 shares; 2025Q4: 1,819 shares 1,819 $399K 0.01% +41 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,619 shares; 2024Q4: 3,898 shares; 2025Q1: 3,965 shares; 2025Q2: 3,916 shares; 2025Q3: 2,723 shares; 2025Q4: 2,473 shares 2,473 $398K 0.01% -250 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,044 shares; 2024Q4: 1,044 shares; 2025Q1: 1,044 shares; 2025Q2: 1,044 shares; 2025Q3: 984 shares; 2025Q4: 887 shares 887 $394K 0.01% -97 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,829 shares; 2024Q4: 3,838 shares; 2025Q1: 3,811 shares; 2025Q2: 3,943 shares; 2025Q3: 3,942 shares; 2025Q4: 3,953 shares 3,953 $393K 0.01% +11 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: 368 shares; 2025Q1: 403 shares; 2025Q2: 468 shares; 2025Q3: 477 shares; 2025Q4: 478 shares 478 $392K 0.01% +1 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: 27,307 shares; 2024Q4: 19,879 shares; 2025Q1: 17,881 shares; 2025Q2: 2,938 shares; 2025Q3: 2,234 shares; 2025Q4: 2,514 shares 2,514 $389K 0.01% +280 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,281 shares; 2024Q4: 3,206 shares; 2025Q1: 2,658 shares; 2025Q2: 2,680 shares; 2025Q3: 2,474 shares; 2025Q4: 2,381 shares 2,381 $385K 0.01% -93 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,222 shares; 2025Q1: 1,288 shares; 2025Q2: 1,293 shares; 2025Q3: 1,358 shares; 2025Q4: 1,374 shares 1,374 $383K 0.01% +16 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,488 shares; 2024Q4: 5,859 shares; 2025Q1: 4,656 shares; 2025Q2: 4,054 shares; 2025Q3: 3,730 shares; 2025Q4: 4,271 shares 4,271 $378K 0.01% +541 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: 1,874 shares; 2024Q4: 2,240 shares; 2025Q1: 2,301 shares; 2025Q2: 2,644 shares; 2025Q3: 2,813 shares; 2025Q4: 2,846 shares 2,846 $378K 0.01% +33 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: 7,031 shares; 2024Q4: 7,772 shares; 2025Q1: 7,552 shares; 2025Q2: 6,494 shares; 2025Q3: 6,329 shares; 2025Q4: 6,982 shares 6,982 $373K 0.01% +653 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: 2,514 shares; 2024Q4: 2,897 shares; 2025Q1: 3,082 shares; 2025Q2: 3,193 shares; 2025Q3: 3,203 shares; 2025Q4: 3,202 shares 3,202 $369K 0.01% -1 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,670 shares; 2024Q4: 7,572 shares; 2025Q1: 7,611 shares; 2025Q2: 7,795 shares; 2025Q3: 6,671 shares; 2025Q4: 6,221 shares 6,221 $364K 0.01% -450 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: 3,210 shares; 2024Q4: 2,601 shares; 2025Q1: 1,966 shares; 2025Q2: 1,819 shares; 2025Q3: 1,693 shares; 2025Q4: 1,849 shares 1,849 $359K 0.01% +156 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,288 shares; 2024Q4: 3,314 shares; 2025Q1: 2,625 shares; 2025Q2: 2,757 shares; 2025Q3: 2,607 shares; 2025Q4: 2,477 shares 2,477 $359K 0.01% -130 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: 2,865 shares; 2024Q4: 2,259 shares; 2025Q1: 3,504 shares; 2025Q2: not reported; 2025Q3: 2,149 shares; 2025Q4: 2,794 shares 2,794 $357K 0.01% +645 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: 2,110 shares; 2024Q4: 2,235 shares; 2025Q1: 2,199 shares; 2025Q2: 2,668 shares; 2025Q3: 2,820 shares; 2025Q4: 2,780 shares 2,780 $354K 0.01% -40 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 592 shares; 2024Q4: 618 shares; 2025Q1: 595 shares; 2025Q2: 684 shares; 2025Q3: 685 shares; 2025Q4: 687 shares 687 $351K 0.01% +2 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,180 shares 3,180 $350K 0.01% 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: 3,460 shares; 2024Q4: 3,538 shares; 2025Q1: 3,678 shares; 2025Q2: 3,960 shares; 2025Q3: 4,232 shares; 2025Q4: 4,012 shares 4,012 $350K 0.01% -220 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,106 shares; 2024Q4: 2,035 shares; 2025Q1: 1,906 shares; 2025Q2: 1,957 shares; 2025Q3: 1,884 shares; 2025Q4: 1,925 shares 1,925 $347K 0.01% +41 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 756 shares; 2024Q4: 786 shares; 2025Q1: 725 shares; 2025Q2: 732 shares; 2025Q3: 925 shares; 2025Q4: 897 shares 897 $344K 0.01% -28 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,611 shares; 2024Q4: 6,464 shares; 2025Q1: 5,622 shares; 2025Q2: 5,248 shares; 2025Q3: 5,093 shares; 2025Q4: 4,344 shares 4,344 $343K 0.01% -749 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: 2,133 shares; 2024Q4: 2,091 shares; 2025Q1: 2,395 shares; 2025Q2: 2,556 shares; 2025Q3: 2,474 shares; 2025Q4: 2,113 shares 2,113 $342K 0.01% -361 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 444 shares 444 $335K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,188 shares 6,188 $333K 0.01% new 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: 1,711 shares; 2024Q4: 1,806 shares; 2025Q1: 1,917 shares; 2025Q2: 1,799 shares; 2025Q3: 1,806 shares; 2025Q4: 1,797 shares 1,797 $333K 0.01% -9 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: 1,082 shares; 2024Q4: 1,091 shares; 2025Q1: 1,280 shares; 2025Q2: 1,219 shares; 2025Q3: 1,298 shares; 2025Q4: 1,026 shares 1,026 $332K 0.01% -272 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,195 shares; 2025Q1: 1,417 shares; 2025Q2: 1,489 shares; 2025Q3: 1,537 shares; 2025Q4: 1,461 shares 1,461 $331K 0.01% -76 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,261 shares; 2025Q1: 10,355 shares; 2025Q2: 12,408 shares; 2025Q3: 10,966 shares; 2025Q4: 11,997 shares 11,997 $330K 0.01% +1,031 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 328 shares; 2024Q4: 334 shares; 2025Q1: not reported; 2025Q2: 374 shares; 2025Q3: 420 shares; 2025Q4: 400 shares 400 $324K 0.01% -20 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: 6,751 shares; 2024Q4: 6,528 shares; 2025Q1: 6,737 shares; 2025Q2: 6,198 shares; 2025Q3: 6,287 shares; 2025Q4: 6,540 shares 6,540 $322K 0.01% +253 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,820 shares; 2024Q4: 1,816 shares; 2025Q1: 1,827 shares; 2025Q2: 2,029 shares; 2025Q3: 1,976 shares; 2025Q4: 1,702 shares 1,702 $320K 0.01% -274 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: 759 shares; 2024Q4: 805 shares; 2025Q1: 813 shares; 2025Q2: 1,042 shares; 2025Q3: 1,714 shares; 2025Q4: 1,072 shares 1,072 $317K 0.01% -642 Timeline LAC LITHIUM AMERS CORP NEW More: the full row for LITHIUM AMERS CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,500 shares; 2025Q1: 16,500 shares; 2025Q2: 16,500 shares; 2025Q3: 17,000 shares; 2025Q4: 72,398 shares 72,398 $316K 0.01% +55,398 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,116 shares; 2024Q4: 4,808 shares; 2025Q1: 4,205 shares; 2025Q2: 4,367 shares; 2025Q3: 3,884 shares; 2025Q4: 3,983 shares 3,983 $310K 0.01% +99 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: 2,507 shares; 2024Q4: 2,615 shares; 2025Q1: 2,830 shares; 2025Q2: 2,847 shares; 2025Q3: 2,766 shares; 2025Q4: 2,807 shares 2,807 $309K 0.01% +41 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: 10,306 shares; 2025Q3: 10,306 shares; 2025Q4: 10,844 shares 10,844 $309K 0.01% +538 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82 shares; 2024Q4: 81 shares; 2025Q1: 85 shares; 2025Q2: 94 shares; 2025Q3: 94 shares; 2025Q4: 91 shares 91 $308K 0.01% -3 Timeline SHM 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: 13,205 shares; 2024Q4: 11,340 shares; 2025Q1: 8,500 shares; 2025Q2: 8,439 shares; 2025Q3: 8,080 shares; 2025Q4: 6,423 shares 6,423 $308K 0.01% -1,657 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: not reported; 2024Q4: not reported; 2025Q1: 13,544 shares; 2025Q2: 18,764 shares; 2025Q3: 20,783 shares; 2025Q4: 23,274 shares 23,274 $305K 0.01% +2,491 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,918 shares; 2025Q4: 5,918 shares 5,918 $299K 0.01% 0 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,524 shares; 2025Q2: not reported; 2025Q3: 1,738 shares; 2025Q4: 1,832 shares 1,832 $298K 0.01% +94 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,037 shares; 2025Q1: not reported; 2025Q2: 2,444 shares; 2025Q3: 2,444 shares; 2025Q4: 2,444 shares 2,444 $298K 0.01% 0 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,607 shares; 2024Q4: 1,593 shares; 2025Q1: 1,560 shares; 2025Q2: 1,627 shares; 2025Q3: 1,640 shares; 2025Q4: 1,649 shares 1,649 $297K 0.01% +9 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 846 shares; 2025Q1: not reported; 2025Q2: 940 shares; 2025Q3: 1,002 shares; 2025Q4: 1,033 shares 1,033 $297K 0.01% +31 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 758 shares; 2024Q4: 745 shares; 2025Q1: 697 shares; 2025Q2: 702 shares; 2025Q3: 621 shares; 2025Q4: 662 shares 662 $295K 0.01% +41 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: not reported; 2024Q4: 2,360 shares; 2025Q1: 2,022 shares; 2025Q2: 2,109 shares; 2025Q3: 1,789 shares; 2025Q4: 1,953 shares 1,953 $290K 0.01% +164 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,939 shares; 2024Q4: 3,703 shares; 2025Q1: 4,093 shares; 2025Q2: 3,843 shares; 2025Q3: 3,750 shares; 2025Q4: 3,461 shares 3,461 $287K 0.01% -289 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: 1,440 shares; 2024Q4: 1,433 shares; 2025Q1: 2,400 shares; 2025Q2: 2,400 shares; 2025Q3: 1,345 shares; 2025Q4: 1,498 shares 1,498 $287K 0.01% +153 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,637 shares; 2025Q3: 1,662 shares; 2025Q4: 1,768 shares 1,768 $286K 0.01% +106 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,523 shares; 2024Q4: 5,097 shares; 2025Q1: 3,873 shares; 2025Q2: 4,631 shares; 2025Q3: 4,065 shares; 2025Q4: 3,277 shares 3,277 $280K 0.01% -788 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 939 shares; 2024Q4: 940 shares; 2025Q1: 1,137 shares; 2025Q2: 1,040 shares; 2025Q3: 1,066 shares; 2025Q4: 1,064 shares 1,064 $279K 0.01% -2 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: 3,432 shares; 2024Q4: 10,472 shares; 2025Q1: 10,296 shares; 2025Q2: 10,296 shares; 2025Q3: 10,296 shares; 2025Q4: 10,296 shares 10,296 $277K 0.01% 0 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,379 shares; 2024Q4: 2,675 shares; 2025Q1: 2,482 shares; 2025Q2: 2,520 shares; 2025Q3: 2,048 shares; 2025Q4: 1,578 shares 1,578 $277K 0.01% -470 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: 5,787 shares; 2024Q4: 5,024 shares; 2025Q1: 4,151 shares; 2025Q2: 3,616 shares; 2025Q3: 3,131 shares; 2025Q4: 3,003 shares 3,003 $276K 0.01% -128 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,217 shares; 2025Q3: 2,261 shares; 2025Q4: 2,288 shares 2,288 $274K 0.01% +27 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: 1,521 shares; 2024Q4: 1,297 shares; 2025Q1: 995 shares; 2025Q2: 909 shares; 2025Q3: 903 shares; 2025Q4: 1,107 shares 1,107 $273K 0.01% +204 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,265 shares 11,265 $271K 0.01% new Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,512 shares; 2024Q4: 1,752 shares; 2025Q1: 1,247 shares; 2025Q2: 1,079 shares; 2025Q3: 1,013 shares; 2025Q4: 949 shares 949 $271K 0.01% -64 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: not reported; 2024Q4: 6,567 shares; 2025Q1: not reported; 2025Q2: 7,000 shares; 2025Q3: 7,216 shares; 2025Q4: 7,355 shares 7,355 $267K 0.01% +139 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,060 shares; 2024Q4: 1,149 shares; 2025Q1: 1,178 shares; 2025Q2: 1,264 shares; 2025Q3: 1,278 shares; 2025Q4: 1,271 shares 1,271 $265K 0.01% -7 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: 1,255 shares; 2024Q4: 1,292 shares; 2025Q1: 1,290 shares; 2025Q2: 1,370 shares; 2025Q3: 1,355 shares; 2025Q4: 1,312 shares 1,312 $264K 0.01% -43 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,228 shares 1,228 $264K 0.01% new Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,578 shares; 2024Q4: 1,554 shares; 2025Q1: 1,448 shares; 2025Q2: 1,649 shares; 2025Q3: 1,393 shares; 2025Q4: 1,243 shares 1,243 $263K 0.01% -150 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: not reported; 2025Q1: not reported; 2025Q2: 1,018 shares; 2025Q3: 1,134 shares; 2025Q4: 1,190 shares 1,190 $262K 0.01% +56 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,194 shares; 2024Q4: 4,180 shares; 2025Q1: 4,232 shares; 2025Q2: 4,095 shares; 2025Q3: 3,571 shares; 2025Q4: 3,551 shares 3,551 $261K 0.01% -20 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: 1,041 shares; 2024Q4: 1,142 shares; 2025Q1: 1,278 shares; 2025Q2: 1,022 shares; 2025Q3: 1,096 shares; 2025Q4: 1,045 shares 1,045 $257K 0.01% -51 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: 3,139 shares; 2024Q4: 3,058 shares; 2025Q1: 5,501 shares; 2025Q2: 5,500 shares; 2025Q3: 5,017 shares; 2025Q4: 3,160 shares 3,160 $250K 0.01% -1,857 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 827 shares; 2025Q4: 864 shares 864 $250K 0.01% +37 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,932 shares 2,932 $248K 0.01% new 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: 1,313 shares; 2024Q4: 1,001 shares; 2025Q1: 886 shares; 2025Q2: 1,054 shares; 2025Q3: 940 shares; 2025Q4: 953 shares 953 $247K 0.01% +13 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: not reported; 2024Q4: not reported; 2025Q1: 3,711 shares; 2025Q2: 4,006 shares; 2025Q3: 4,008 shares; 2025Q4: 3,669 shares 3,669 $246K 0.01% -339 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,439 shares; 2025Q3: 1,517 shares; 2025Q4: 1,518 shares 1,518 $244K 0.01% +1 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,691 shares; 2024Q4: 1,555 shares; 2025Q1: not reported; 2025Q2: 1,569 shares; 2025Q3: 1,659 shares; 2025Q4: 1,688 shares 1,688 $243K 0.01% +29 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,320 shares; 2025Q3: 1,338 shares; 2025Q4: 1,230 shares 1,230 $243K 0.01% -108 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,072 shares; 2025Q2: 6,578 shares; 2025Q3: 6,640 shares; 2025Q4: 6,014 shares 6,014 $241K 0.01% -626 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS 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: not reported; 2025Q3: 2,243 shares; 2025Q4: 2,152 shares 2,152 $241K 0.01% -91 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: 2,364 shares; 2024Q4: 2,402 shares; 2025Q1: 2,328 shares; 2025Q2: 2,372 shares; 2025Q3: 2,167 shares; 2025Q4: 2,107 shares 2,107 $238K 0.01% -60 Timeline JIRE 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: 3,539 shares; 2025Q4: 3,172 shares 3,172 $238K 0.01% -367 Timeline TQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,015 shares; 2025Q4: 4,430 shares 4,430 $234K 0.01% +2,415 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 528 shares; 2025Q4: 456 shares 456 $233K 0.01% -72 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: 152 shares; 2024Q4: not reported; 2025Q1: 190 shares; 2025Q2: 204 shares; 2025Q3: 182 shares; 2025Q4: 173 shares 173 $230K 0.01% -9 Timeline IYG 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: 2,486 shares 2,486 $229K 0.01% new Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 447 shares; 2025Q1: 454 shares; 2025Q2: 484 shares; 2025Q3: 469 shares; 2025Q4: 462 shares 462 $227K 0.01% -7 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,773 shares; 2024Q4: 1,843 shares; 2025Q1: 1,193 shares; 2025Q2: 1,139 shares; 2025Q3: 1,129 shares; 2025Q4: 1,092 shares 1,092 $224K 0.01% -37 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: not reported; 2025Q2: not reported; 2025Q3: 2,448 shares; 2025Q4: 2,558 shares 2,558 $223K 0.01% +110 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: 17,630 shares; 2024Q4: 12,255 shares; 2025Q1: 8,327 shares; 2025Q2: 7,067 shares; 2025Q3: 6,449 shares; 2025Q4: 4,633 shares 4,633 $222K 0.01% -1,816 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: 523 shares; 2025Q3: 619 shares; 2025Q4: 470 shares 470 $221K 0.01% -149 Timeline PLSE PULSE BIOSCIENCES INC More: the full row for PULSE BIOSCIENCES 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: 15,905 shares 15,905 $218K 0.01% new Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 757 shares 757 $218K 0.01% new Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,472 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,192 shares 2,192 $217K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 395 shares; 2025Q3: 329 shares; 2025Q4: 318 shares 318 $215K 0.01% -11 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,184 shares; 2025Q3: 9,437 shares; 2025Q4: 7,831 shares 7,831 $215K 0.01% -1,606 Timeline FMDE FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,825 shares 5,825 $212K 0.01% new 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 626 shares 626 $211K 0.01% new Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,743 shares 2,743 $210K 0.01% new 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: 1,012 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,531 shares; 2025Q4: 1,329 shares 1,329 $208K 0.01% -202 Timeline NKLR TERRA INNOVATUM GLOBAL NV More: the full row for TERRA INNOVATUM GLOBAL NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 44,757 shares 44,757 $207K 0.01% new 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: 2,105 shares; 2025Q2: 2,836 shares; 2025Q3: 1,967 shares; 2025Q4: 1,730 shares 1,730 $206K 0.01% -237 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: 5,483 shares; 2025Q1: 4,652 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,633 shares 4,633 $206K 0.01% new Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,031 shares; 2025Q4: 1,006 shares 1,006 $206K 0.01% -25 Timeline VFQY VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON 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: 1,354 shares; 2025Q4: 1,343 shares 1,343 $206K 0.01% -11 Timeline ATMU ATMUS FILTRATION TECHNOLOGIE More: the full row for ATMUS FILTRATION TECHNOLOGIE Quarterly shares; oldest 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: 3,905 shares 3,905 $203K 0.01% new Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,295 shares; 2025Q4: 2,167 shares 2,167 $200K 0.01% -128 Timeline PCT PURECYCLE TECHNOLOGIES INC More: the full row for PURECYCLE 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: 18,872 shares 18,872 $162K <0.01% new Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,796 shares; 2024Q4: 27,255 shares; 2025Q1: 18,651 shares; 2025Q2: 16,154 shares; 2025Q3: 16,656 shares; 2025Q4: 15,212 shares 15,212 $154K <0.01% -1,444 Timeline LION LIONSGATE STUDIOS CORP More: the full row for LIONSGATE STUDIOS 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: 16,540 shares 16,540 $151K <0.01% new Timeline LAR LITHIUM ARGENTINA AG More: the full row for LITHIUM ARGENTINA AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 23,100 shares; 2025Q2: 23,100 shares; 2025Q3: 23,500 shares; 2025Q4: 23,500 shares 23,500 $131K <0.01% 0 Timeline FSLY FASTLY INC More: the full row for FASTLY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,576 shares 11,576 $118K <0.01% new Timeline PTEN PATTERSON-UTI ENERGY INC More: the full row for PATTERSON-UTI ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 29,027 shares; 2025Q2: 19,475 shares; 2025Q3: 19,475 shares; 2025Q4: 15,256 shares 15,256 $93.2K <0.01% -4,219 Timeline KODK EASTMAN KODAK CO More: the full row for EASTMAN KODAK CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,986 shares 10,986 $92.9K <0.01% new Timeline VSTS VESTIS CORPORATION More: the full row for VESTIS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,328 shares 11,328 $75.6K <0.01% new Timeline NB NIOCORP DEVS LTD More: the full row for NIOCORP DEVS 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: 13,469 shares; 2025Q4: 13,469 shares 13,469 $71.4K <0.01% 0 Timeline THRY THRYV HLDGS INC More: the full row for THRYV 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: not reported; 2025Q3: not reported; 2025Q4: 10,350 shares 10,350 $62.6K <0.01% new Timeline TTGT TECHTARGET INC More: the full row for TECHTARGET 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: 10,932 shares 10,932 $59K <0.01% new Timeline PROP PRAIRIE OPER CO More: the full row for PRAIRIE OPER 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: 13,700 shares; 2025Q2: 13,700 shares; 2025Q3: 13,700 shares; 2025Q4: 13,700 shares 13,700 $23.2K <0.01% 0 Timeline SGMOQ SANGAMO THERAPEUTICS INC More: the full row for SANGAMO THERAPEUTICS 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: 34,999 shares 34,999 $14.7K <0.01% new Timeline AGL AGILON HEALTH INC COM (DE) More: the full row for AGILON HEALTH INC COM (DE) Quarterly shares; oldest 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: 10,379 shares 10,379 $7.15K <0.01% new Timeline