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: 16,702 shares; 2024Q4: 15,863 shares; 2025Q1: 9,257 shares; 2025Q2: 13,039 shares; 2025Q3: 21,653 shares; 2025Q4: 21,845 shares 21,845 $14.9M 5.41% +192 Timeline FISR SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 358,413 shares; 2024Q4: 387,514 shares; 2025Q1: 397,105 shares; 2025Q2: 453,825 shares; 2025Q3: 347,307 shares; 2025Q4: 443,329 shares 443,329 $11.5M 4.17% +96,022 Timeline XLSR SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114,456 shares; 2024Q4: 115,584 shares; 2025Q1: 127,350 shares; 2025Q2: 130,338 shares; 2025Q3: 127,532 shares; 2025Q4: 129,883 shares 129,883 $8.09M 2.94% +2,351 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: 32,936 shares; 2024Q4: 36,720 shares; 2025Q1: 28,548 shares; 2025Q2: 31,822 shares; 2025Q3: 33,617 shares; 2025Q4: 35,778 shares 35,778 $6.67M 2.42% +2,161 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,856 shares; 2024Q4: 74,602 shares; 2025Q1: 169,519 shares; 2025Q2: 50,769 shares; 2025Q3: 90,346 shares; 2025Q4: 142,944 shares 142,944 $6.35M 2.3% +52,598 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: 12,457 shares; 2024Q4: 13,042 shares; 2025Q1: 9,921 shares; 2025Q2: 10,753 shares; 2025Q3: 11,466 shares; 2025Q4: 12,701 shares 12,701 $6.14M 2.23% +1,235 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 140,349 shares; 2024Q4: 133,119 shares; 2025Q1: 142,400 shares; 2025Q2: 88,340 shares; 2025Q3: 112,484 shares; 2025Q4: 116,714 shares 116,714 $5.46M 1.98% +4,230 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: 27,937 shares; 2024Q4: 30,362 shares; 2025Q1: 15,565 shares; 2025Q2: 18,205 shares; 2025Q3: 18,799 shares; 2025Q4: 19,981 shares 19,981 $5.43M 1.97% +1,182 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: 16,870 shares; 2024Q4: 17,368 shares; 2025Q1: 12,386 shares; 2025Q2: 15,816 shares; 2025Q3: 15,824 shares; 2025Q4: 16,979 shares 16,979 $5.31M 1.93% +1,155 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,330 shares; 2024Q4: 8,253 shares; 2025Q1: 6,825 shares; 2025Q2: 3,317 shares; 2025Q3: 5,672 shares; 2025Q4: 6,017 shares 6,017 $4.12M 1.5% +345 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: 15,693 shares; 2024Q4: 16,555 shares; 2025Q1: 11,084 shares; 2025Q2: 12,753 shares; 2025Q3: 14,502 shares; 2025Q4: 16,680 shares 16,680 $3.85M 1.4% +2,178 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: 12,052 shares; 2024Q4: 14,660 shares; 2025Q1: 15,205 shares; 2025Q2: 16,651 shares; 2025Q3: 16,844 shares; 2025Q4: 15,185 shares 15,185 $3.47M 1.26% -1,659 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: 3,748 shares; 2024Q4: 3,905 shares; 2025Q1: 3,012 shares; 2025Q2: 3,504 shares; 2025Q3: 4,537 shares; 2025Q4: 5,107 shares 5,107 $3.37M 1.22% +570 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,592 shares; 2024Q4: 1,125 shares; 2025Q1: 20,135 shares; 2025Q2: 23,729 shares; 2025Q3: 515 shares; 2025Q4: 120,439 shares 120,439 $3.19M 1.16% +119,924 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: 18,645 shares; 2024Q4: 25,052 shares; 2025Q1: 21,813 shares; 2025Q2: 24,669 shares; 2025Q3: 24,634 shares; 2025Q4: 25,526 shares 25,526 $3.07M 1.11% +892 Timeline SPSM 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: 42,893 shares; 2024Q4: 43,281 shares; 2025Q1: 17,415 shares; 2025Q2: 38,974 shares; 2025Q3: 81,807 shares; 2025Q4: 64,259 shares 64,259 $3.01M 1.09% -17,548 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: 46,437 shares; 2024Q4: 45,385 shares; 2025Q1: 44,704 shares; 2025Q2: 45,894 shares; 2025Q3: 54,228 shares; 2025Q4: 55,222 shares 55,222 $2.95M 1.07% +994 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: 14,263 shares; 2024Q4: 10,375 shares; 2025Q1: 7,158 shares; 2025Q2: 7,458 shares; 2025Q3: 7,858 shares; 2025Q4: 8,309 shares 8,309 $2.88M 1.04% +451 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: 11,112 shares; 2024Q4: 9,666 shares; 2025Q1: 9,495 shares; 2025Q2: 12,550 shares; 2025Q3: 13,020 shares; 2025Q4: 13,336 shares 13,336 $2.78M 1.01% +316 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 41,877 shares 41,877 $2.74M 0.99% new 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: 12,996 shares; 2024Q4: 15,116 shares; 2025Q1: 14,985 shares; 2025Q2: 15,233 shares; 2025Q3: 20,193 shares; 2025Q4: 21,256 shares 21,256 $2.71M 0.98% +1,063 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: 5,771 shares; 2024Q4: 5,889 shares; 2025Q1: 7,262 shares; 2025Q2: 8,534 shares; 2025Q3: 9,165 shares; 2025Q4: 12,539 shares 12,539 $2.66M 0.97% +3,374 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,688 shares; 2024Q4: 26,053 shares; 2025Q1: 30,468 shares; 2025Q2: 31,148 shares; 2025Q3: 32,387 shares; 2025Q4: 33,927 shares 33,927 $2.62M 0.95% +1,540 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: 23,006 shares; 2024Q4: 20,320 shares; 2025Q1: 19,395 shares; 2025Q2: 12,566 shares; 2025Q3: 12,249 shares; 2025Q4: 16,340 shares 16,340 $2.62M 0.95% +4,091 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: 34,370 shares; 2024Q4: 33,467 shares; 2025Q1: 32,965 shares; 2025Q2: 32,132 shares; 2025Q3: 39,600 shares; 2025Q4: 41,521 shares 41,521 $2.52M 0.92% +1,921 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: 60,332 shares; 2024Q4: 58,127 shares; 2025Q1: 63,008 shares; 2025Q2: 77,832 shares; 2025Q3: 94,043 shares; 2025Q4: 101,373 shares 101,373 $2.52M 0.92% +7,330 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: 50,142 shares; 2024Q4: 48,468 shares; 2025Q1: 47,466 shares; 2025Q2: 48,176 shares; 2025Q3: 50,008 shares; 2025Q4: 52,727 shares 52,727 $2.52M 0.92% +2,719 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: 6,570 shares; 2024Q4: 6,848 shares; 2025Q1: 11,645 shares; 2025Q2: 22,368 shares; 2025Q3: 28,997 shares; 2025Q4: 36,232 shares 36,232 $2.44M 0.88% +7,235 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: 9,963 shares; 2024Q4: 14,773 shares; 2025Q1: 13,772 shares; 2025Q2: 14,777 shares; 2025Q3: 15,965 shares; 2025Q4: 11,668 shares 11,668 $2.41M 0.88% -4,297 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,591 shares; 2024Q4: 34 shares; 2025Q1: 9 shares; 2025Q2: 33,865 shares; 2025Q3: 39,406 shares; 2025Q4: 41,275 shares 41,275 $2.34M 0.85% +1,869 Timeline EMHC 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: 38,838 shares; 2024Q4: 44,458 shares; 2025Q1: 75,881 shares; 2025Q2: 80,826 shares; 2025Q3: 85,125 shares; 2025Q4: 88,499 shares 88,499 $2.25M 0.82% +3,374 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,285 shares; 2024Q4: 20,492 shares; 2025Q1: 20,104 shares; 2025Q2: 17,715 shares; 2025Q3: 17,440 shares; 2025Q4: 18,138 shares 18,138 $2.24M 0.81% +698 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: 36,005 shares; 2024Q4: 35,062 shares; 2025Q1: 34,116 shares; 2025Q2: 35,430 shares; 2025Q3: 44,965 shares; 2025Q4: 45,312 shares 45,312 $2.23M 0.81% +347 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: 9,900 shares; 2024Q4: 14,177 shares; 2025Q1: 13,020 shares; 2025Q2: 13,452 shares; 2025Q3: 13,858 shares; 2025Q4: 14,565 shares 14,565 $2.22M 0.81% +707 Timeline TIPX 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: 86,067 shares; 2024Q4: 99,979 shares; 2025Q1: 96,645 shares; 2025Q2: 103,433 shares; 2025Q3: 110,677 shares; 2025Q4: 116,170 shares 116,170 $2.22M 0.8% +5,493 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: 7,335 shares; 2024Q4: 10,466 shares; 2025Q1: 10,078 shares; 2025Q2: 11,891 shares; 2025Q3: 14,814 shares; 2025Q4: 15,414 shares 15,414 $2.21M 0.8% +600 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: 6,731 shares; 2024Q4: 11,235 shares; 2025Q1: 8,197 shares; 2025Q2: 10,337 shares; 2025Q3: 6,282 shares; 2025Q4: 5,409 shares 5,409 $2.14M 0.78% -873 Timeline CERY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 44,164 shares; 2025Q1: 96,165 shares; 2025Q2: 57,944 shares; 2025Q3: 116,345 shares; 2025Q4: 75,060 shares 75,060 $2.14M 0.78% -41,285 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,628 shares; 2024Q4: 27,151 shares; 2025Q1: 42,327 shares; 2025Q2: 44,951 shares; 2025Q3: 48,903 shares; 2025Q4: 51,808 shares 51,808 $2.14M 0.78% +2,905 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: 3,702 shares; 2024Q4: 4,779 shares; 2025Q1: 5,601 shares; 2025Q2: 6,484 shares; 2025Q3: 6,847 shares; 2025Q4: 6,327 shares 6,327 $2.07M 0.75% -520 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,841 shares; 2024Q4: 32,435 shares; 2025Q1: 38,299 shares; 2025Q2: 39,380 shares; 2025Q3: 40,915 shares; 2025Q4: 42,558 shares 42,558 $2.06M 0.75% +1,643 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: 9,758 shares; 2024Q4: 9,414 shares; 2025Q1: 7,731 shares; 2025Q2: 7,512 shares; 2025Q3: 6,938 shares; 2025Q4: 6,355 shares 6,355 $2.05M 0.74% -583 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: 7,002 shares; 2024Q4: 411 shares; 2025Q1: 1 shares; 2025Q2: 3,566 shares; 2025Q3: 3,452 shares; 2025Q4: 3,257 shares 3,257 $2M 0.73% -195 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: 65,915 shares; 2024Q4: 64,737 shares; 2025Q1: 57,259 shares; 2025Q2: 59,267 shares; 2025Q3: 63,810 shares; 2025Q4: 46,687 shares 46,687 $1.9M 0.69% -17,123 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: 25,110 shares; 2024Q4: 24,965 shares; 2025Q1: 25,096 shares; 2025Q2: 25,975 shares; 2025Q3: 27,059 shares; 2025Q4: 25,274 shares 25,274 $1.87M 0.68% -1,785 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: 1,136 shares; 2024Q4: 1,295 shares; 2025Q1: 1,030 shares; 2025Q2: 1,194 shares; 2025Q3: 1,592 shares; 2025Q4: 1,697 shares 1,697 $1.82M 0.66% +105 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: 39 shares; 2024Q4: 65 shares; 2025Q1: 1,771 shares; 2025Q2: 2,795 shares; 2025Q3: 5,042 shares; 2025Q4: 5,258 shares 5,258 $1.8M 0.65% +216 Timeline SPAB 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: 164,165 shares; 2024Q4: 90,140 shares; 2025Q1: 105,919 shares; 2025Q2: 258,307 shares; 2025Q3: 28,987 shares; 2025Q4: 69,923 shares 69,923 $1.8M 0.65% +40,936 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 174 shares; 2024Q4: 238 shares; 2025Q1: 14,091 shares; 2025Q2: 30,733 shares; 2025Q3: 36,101 shares; 2025Q4: 38,305 shares 38,305 $1.71M 0.62% +2,204 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: 26,997 shares; 2024Q4: 28,265 shares; 2025Q1: 20,766 shares; 2025Q2: 32,749 shares; 2025Q3: 25,394 shares; 2025Q4: 23,851 shares 23,851 $1.7M 0.62% -1,543 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,955 shares; 2024Q4: 23,032 shares; 2025Q1: 23,437 shares; 2025Q2: 27,053 shares; 2025Q3: 28,087 shares; 2025Q4: 29,238 shares 29,238 $1.65M 0.6% +1,151 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,861 shares; 2024Q4: 31,137 shares; 2025Q1: 26,263 shares; 2025Q2: 27,046 shares; 2025Q3: 28,087 shares; 2025Q4: 29,249 shares 29,249 $1.61M 0.58% +1,162 Timeline SPMD 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: 22,489 shares; 2024Q4: 22,271 shares; 2025Q1: 25,373 shares; 2025Q2: 26,036 shares; 2025Q3: 26,192 shares; 2025Q4: 27,577 shares 27,577 $1.6M 0.58% +1,385 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: 18,136 shares; 2024Q4: 17,715 shares; 2025Q1: 11,850 shares; 2025Q2: 12,062 shares; 2025Q3: 12,593 shares; 2025Q4: 13,194 shares 13,194 $1.55M 0.56% +601 Timeline AMCOR PLC AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,924 shares; 2024Q4: 62,068 shares; 2025Q1: 62,064 shares; 2025Q2: 63,652 shares; 2025Q3: 175,422 shares; 2025Q4: 184,633 shares 184,633 $1.54M 0.56% +9,211 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: 3,561 shares; 2024Q4: 5,035 shares; 2025Q1: 2,563 shares; 2025Q2: 3,117 shares; 2025Q3: 3,206 shares; 2025Q4: 3,289 shares 3,289 $1.48M 0.54% +83 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48 shares; 2024Q4: 48 shares; 2025Q1: not reported; 2025Q2: 34,988 shares; 2025Q3: 35,339 shares; 2025Q4: 30,099 shares 30,099 $1.48M 0.54% -5,240 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: 43 shares; 2024Q4: 52 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,305 shares 5,305 $1.45M 0.53% new 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: 2,523 shares; 2024Q4: 2,506 shares; 2025Q1: 2,253 shares; 2025Q2: 2,692 shares; 2025Q3: 3,266 shares; 2025Q4: 3,991 shares 3,991 $1.4M 0.51% +725 Timeline GWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,322 shares; 2024Q4: 30,504 shares; 2025Q1: 32,324 shares; 2025Q2: 31,623 shares; 2025Q3: 30,048 shares; 2025Q4: 33,855 shares 33,855 $1.38M 0.5% +3,807 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: 15,489 shares; 2024Q4: 14,983 shares; 2025Q1: 14,909 shares; 2025Q2: 15,003 shares; 2025Q3: 15,167 shares; 2025Q4: 11,753 shares 11,753 $1.36M 0.49% -3,414 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,101 shares; 2024Q4: 2,532 shares; 2025Q1: 2,388 shares; 2025Q2: 8,421 shares; 2025Q3: 12,468 shares; 2025Q4: 12,979 shares 12,979 $1.31M 0.48% +511 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,302 shares; 2024Q4: 2,185 shares; 2025Q1: 1,804 shares; 2025Q2: 1,712 shares; 2025Q3: 1,503 shares; 2025Q4: 1,485 shares 1,485 $1.31M 0.47% -18 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,654 shares; 2024Q4: 5,599 shares; 2025Q1: 4,296 shares; 2025Q2: 16 shares; 2025Q3: 16 shares; 2025Q4: 11,410 shares 11,410 $1.28M 0.46% +11,394 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: 28,538 shares; 2024Q4: 31,855 shares; 2025Q1: 23,337 shares; 2025Q2: 18,766 shares; 2025Q3: 17,340 shares; 2025Q4: 18,122 shares 18,122 $1.27M 0.46% +782 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,396 shares; 2024Q4: 25,477 shares; 2025Q1: 33,320 shares; 2025Q2: 34,079 shares; 2025Q3: 34,737 shares; 2025Q4: 35,855 shares 35,855 $1.26M 0.46% +1,118 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: 13,471 shares; 2024Q4: 12,914 shares; 2025Q1: 6,300 shares; 2025Q2: 6,135 shares; 2025Q3: 5,401 shares; 2025Q4: 11,466 shares 11,466 $1.21M 0.44% +6,065 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: 10,535 shares; 2024Q4: 16,269 shares; 2025Q1: 14,950 shares; 2025Q2: 14,817 shares; 2025Q3: 13,492 shares; 2025Q4: 12,885 shares 12,885 $1.2M 0.44% -607 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,872 shares; 2025Q1: 11,379 shares; 2025Q2: 11,637 shares; 2025Q3: 12,130 shares; 2025Q4: 9,168 shares 9,168 $1.19M 0.43% -2,962 Timeline EBND 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: 69,400 shares; 2024Q4: 82,457 shares; 2025Q1: 46,513 shares; 2025Q2: 48,111 shares; 2025Q3: 51,441 shares; 2025Q4: 54,811 shares 54,811 $1.17M 0.43% +3,370 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: 10,285 shares; 2024Q4: 10,441 shares; 2025Q1: 12,033 shares; 2025Q2: 12,226 shares; 2025Q3: 10,308 shares; 2025Q4: 5,637 shares 5,637 $1.12M 0.41% -4,671 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: 14,348 shares; 2024Q4: 11,886 shares; 2025Q1: 11,305 shares; 2025Q2: 10,083 shares; 2025Q3: 9,360 shares; 2025Q4: 9,297 shares 9,297 $1.08M 0.39% -63 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,197 shares; 2024Q4: 30,183 shares; 2025Q1: 19,135 shares; 2025Q2: 12,820 shares; 2025Q3: 10,160 shares; 2025Q4: 8,640 shares 8,640 $1.06M 0.38% -1,520 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: 13,114 shares; 2024Q4: 13,855 shares; 2025Q1: 9,160 shares; 2025Q2: 8,390 shares; 2025Q3: 7,647 shares; 2025Q4: 9,299 shares 9,299 $1.04M 0.38% +1,652 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,043 shares 6,043 $1.02M 0.37% 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: 23,275 shares; 2024Q4: 22,873 shares; 2025Q1: 17,575 shares; 2025Q2: 14,452 shares; 2025Q3: 11,351 shares; 2025Q4: 11,570 shares 11,570 $1.01M 0.37% +219 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: 15,418 shares 15,418 $1.01M 0.37% new 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: 7,316 shares; 2024Q4: 7,666 shares; 2025Q1: 5,397 shares; 2025Q2: 5,204 shares; 2025Q3: 4,809 shares; 2025Q4: 17,382 shares 17,382 $1M 0.36% +12,573 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: 12,178 shares; 2025Q3: 27,254 shares; 2025Q4: 29,990 shares 29,990 $999K 0.36% +2,736 Timeline THRO 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: 211 shares; 2025Q2: 23,827 shares; 2025Q3: 24,611 shares; 2025Q4: 25,796 shares 25,796 $995K 0.36% +1,185 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: 662 shares; 2024Q4: 690 shares; 2025Q1: 355 shares; 2025Q2: 415 shares; 2025Q3: 664 shares; 2025Q4: 6,329 shares 6,329 $969K 0.35% +5,665 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27 shares; 2024Q4: 2,421 shares; 2025Q1: 2,427 shares; 2025Q2: 2,307 shares; 2025Q3: 2,386 shares; 2025Q4: 3,870 shares 3,870 $969K 0.35% +1,484 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: 3,490 shares; 2024Q4: 3,191 shares; 2025Q1: 1,922 shares; 2025Q2: 1,837 shares; 2025Q3: 1,692 shares; 2025Q4: 1,645 shares 1,645 $942K 0.34% -47 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: 836 shares; 2024Q4: 1,060 shares; 2025Q1: 632 shares; 2025Q2: 1,138 shares; 2025Q3: 1,918 shares; 2025Q4: 2,640 shares 2,640 $924K 0.34% +722 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: 17,701 shares; 2024Q4: 45,032 shares; 2025Q1: 7,979 shares; 2025Q2: 20,569 shares; 2025Q3: 34,183 shares; 2025Q4: 9,276 shares 9,276 $902K 0.33% -24,907 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: 2,680 shares; 2024Q4: 2,614 shares; 2025Q1: 2,243 shares; 2025Q2: 2,169 shares; 2025Q3: 1,946 shares; 2025Q4: 1,825 shares 1,825 $890K 0.32% -121 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: 17,766 shares; 2024Q4: 17,584 shares; 2025Q1: 18,004 shares; 2025Q2: 17,260 shares; 2025Q3: 15,414 shares; 2025Q4: 13,507 shares 13,507 $844K 0.31% -1,907 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,739 shares; 2024Q4: 86,036 shares; 2025Q1: 86,501 shares; 2025Q2: 88,725 shares; 2025Q3: 83,271 shares; 2025Q4: 48,332 shares 48,332 $839K 0.3% -34,939 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: 3,415 shares; 2024Q4: 3,352 shares; 2025Q1: 2,677 shares; 2025Q2: 2,578 shares; 2025Q3: 2,412 shares; 2025Q4: 2,420 shares 2,420 $833K 0.3% +8 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: 14,604 shares; 2024Q4: 14,630 shares; 2025Q1: 12,259 shares; 2025Q2: 11,633 shares; 2025Q3: 10,672 shares; 2025Q4: 10,743 shares 10,743 $828K 0.3% +71 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: 901 shares; 2025Q1: 3,139 shares; 2025Q2: 6,111 shares; 2025Q3: 6,016 shares; 2025Q4: 4,566 shares 4,566 $782K 0.28% -1,450 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,387 shares; 2024Q4: 6,647 shares; 2025Q1: 6,715 shares; 2025Q2: 6,799 shares; 2025Q3: 7,083 shares; 2025Q4: 7,391 shares 7,391 $779K 0.28% +308 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,503 shares; 2024Q4: 7,688 shares; 2025Q1: 7,953 shares; 2025Q2: 8,394 shares; 2025Q3: 8,534 shares; 2025Q4: 8,768 shares 8,768 $756K 0.27% +234 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: 9,227 shares; 2024Q4: 9,414 shares; 2025Q1: 6,456 shares; 2025Q2: 5,754 shares; 2025Q3: 5,268 shares; 2025Q4: 5,259 shares 5,259 $754K 0.27% -9 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12 shares; 2024Q4: 12 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,249 shares 6,249 $746K 0.27% new Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80 shares; 2024Q4: 80 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,976 shares 2,976 $732K 0.27% new 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: 403 shares; 2024Q4: 375 shares; 2025Q1: 789 shares; 2025Q2: 1,473 shares; 2025Q3: 1,952 shares; 2025Q4: 2,340 shares 2,340 $721K 0.26% +388 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: 380 shares; 2024Q4: 380 shares; 2025Q1: not reported; 2025Q2: 3,119 shares; 2025Q3: 4,849 shares; 2025Q4: 5,282 shares 5,282 $714K 0.26% +433 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: 2,436 shares; 2024Q4: 2,323 shares; 2025Q1: 2,168 shares; 2025Q2: 1,990 shares; 2025Q3: 1,905 shares; 2025Q4: 1,864 shares 1,864 $689K 0.25% -41 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: 553 shares; 2024Q4: 494 shares; 2025Q1: 273 shares; 2025Q2: 240 shares; 2025Q3: 230 shares; 2025Q4: 3,932 shares 3,932 $682K 0.25% +3,702 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: 869 shares; 2025Q1: 756 shares; 2025Q2: 708 shares; 2025Q3: 634 shares; 2025Q4: 632 shares 632 $676K 0.25% -2 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: 3,133 shares; 2024Q4: 6,791 shares; 2025Q1: 6,616 shares; 2025Q2: 7,629 shares; 2025Q3: 8,965 shares; 2025Q4: 8,174 shares 8,174 $668K 0.24% -791 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: 20,968 shares; 2024Q4: 19,383 shares; 2025Q1: 18,846 shares; 2025Q2: 18,189 shares; 2025Q3: 14,543 shares; 2025Q4: 14,196 shares 14,196 $661K 0.24% -347 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,688 shares; 2024Q4: 374 shares; 2025Q1: 1,806 shares; 2025Q2: 3,350 shares; 2025Q3: 3,201 shares; 2025Q4: 2,922 shares 2,922 $659K 0.24% -279 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: 1,190 shares; 2024Q4: 1,594 shares; 2025Q1: 2,543 shares; 2025Q2: 2,452 shares; 2025Q3: 2,312 shares; 2025Q4: 2,236 shares 2,236 $657K 0.24% -76 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: 80 shares; 2024Q4: 275 shares; 2025Q1: 83 shares; 2025Q2: 450 shares; 2025Q3: 7,210 shares; 2025Q4: 7,336 shares 7,336 $656K 0.24% +126 Timeline SPLB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 84,829 shares; 2025Q2: 95,032 shares; 2025Q3: 931 shares; 2025Q4: 28,999 shares 28,999 $655K 0.24% +28,068 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,128 shares; 2024Q4: 7,906 shares; 2025Q1: 7,616 shares; 2025Q2: 7,822 shares; 2025Q3: 7,401 shares; 2025Q4: 7,689 shares 7,689 $617K 0.22% +288 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,045 shares; 2024Q4: 431 shares; 2025Q1: 211 shares; 2025Q2: 1,934 shares; 2025Q3: 2,316 shares; 2025Q4: 2,294 shares 2,294 $615K 0.22% -22 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: 1,967 shares; 2024Q4: 3,712 shares; 2025Q1: 3,662 shares; 2025Q2: 3,652 shares; 2025Q3: 3,909 shares; 2025Q4: 3,924 shares 3,924 $603K 0.22% +15 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: 4,948 shares; 2024Q4: 4,922 shares; 2025Q1: 4,030 shares; 2025Q2: 3,998 shares; 2025Q3: 3,632 shares; 2025Q4: 3,070 shares 3,070 $586K 0.21% -562 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,885 shares; 2024Q4: 4,520 shares; 2025Q1: 3,048 shares; 2025Q2: 12,198 shares; 2025Q3: 9,925 shares; 2025Q4: 8,696 shares 8,696 $559K 0.2% -1,229 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: 8,666 shares; 2024Q4: 247 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 7,486 shares; 2025Q4: 2,590 shares 2,590 $556K 0.2% -4,896 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: 10,205 shares; 2024Q4: 9,797 shares; 2025Q1: 8,050 shares; 2025Q2: 7,593 shares; 2025Q3: 6,953 shares; 2025Q4: 6,963 shares 6,963 $550K 0.2% +10 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: 7,424 shares; 2024Q4: 7,662 shares; 2025Q1: 6,540 shares; 2025Q2: 6,264 shares; 2025Q3: 5,790 shares; 2025Q4: 5,733 shares 5,733 $537K 0.19% -57 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: 8 shares; 2025Q1: not reported; 2025Q2: 238 shares; 2025Q3: 1,877 shares; 2025Q4: 2,428 shares 2,428 $533K 0.19% +551 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: 176 shares; 2024Q4: 169 shares; 2025Q1: not reported; 2025Q2: 58 shares; 2025Q3: 1,868 shares; 2025Q4: 1,950 shares 1,950 $529K 0.19% +82 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: 35 shares; 2024Q4: 35 shares; 2025Q1: 376 shares; 2025Q2: 171 shares; 2025Q3: 515 shares; 2025Q4: 2,299 shares 2,299 $521K 0.19% +1,784 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: not reported; 2024Q4: not reported; 2025Q1: 375 shares; 2025Q2: 483 shares; 2025Q3: 541 shares; 2025Q4: 589 shares 589 $518K 0.19% +48 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: 5,020 shares; 2024Q4: 5,042 shares; 2025Q1: 4,540 shares; 2025Q2: 5,001 shares; 2025Q3: 3,116 shares; 2025Q4: 2,955 shares 2,955 $505K 0.18% -161 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: 563 shares; 2024Q4: 614 shares; 2025Q1: 456 shares; 2025Q2: 533 shares; 2025Q3: 627 shares; 2025Q4: 881 shares 881 $503K 0.18% +254 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,192 shares; 2024Q4: 333 shares; 2025Q1: 2 shares; 2025Q2: 3,502 shares; 2025Q3: 3,500 shares; 2025Q4: 3,224 shares 3,224 $479K 0.17% -276 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: 5,559 shares; 2024Q4: 5,322 shares; 2025Q1: 4,842 shares; 2025Q2: 4,602 shares; 2025Q3: 4,219 shares; 2025Q4: 4,243 shares 4,243 $479K 0.17% +24 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: 9,670 shares; 2024Q4: 9,296 shares; 2025Q1: 2,199 shares; 2025Q2: 1,768 shares; 2025Q3: 1,630 shares; 2025Q4: 1,615 shares 1,615 $478K 0.17% -15 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: 3,462 shares; 2024Q4: 3,643 shares; 2025Q1: 1,785 shares; 2025Q2: 1,684 shares; 2025Q3: 1,552 shares; 2025Q4: 1,552 shares 1,552 $474K 0.17% 0 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: 1,831 shares; 2024Q4: 1,831 shares; 2025Q1: 1,671 shares; 2025Q2: 1,584 shares; 2025Q3: 1,460 shares; 2025Q4: 1,406 shares 1,406 $473K 0.17% -54 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: 13,422 shares; 2024Q4: 13,097 shares; 2025Q1: 9,953 shares; 2025Q2: 9,286 shares; 2025Q3: 8,538 shares; 2025Q4: 8,414 shares 8,414 $463K 0.17% -124 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: 735 shares; 2024Q4: 815 shares; 2025Q1: 794 shares; 2025Q2: 748 shares; 2025Q3: 851 shares; 2025Q4: 4,919 shares 4,919 $461K 0.17% +4,068 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: 406 shares; 2024Q4: 453 shares; 2025Q1: 338 shares; 2025Q2: 441 shares; 2025Q3: 480 shares; 2025Q4: 524 shares 524 $452K 0.16% +44 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,052 shares; 2024Q4: 6,724 shares; 2025Q1: 6,656 shares; 2025Q2: 5,817 shares; 2025Q3: 5,400 shares; 2025Q4: 5,459 shares 5,459 $450K 0.16% +59 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: 1,971 shares; 2024Q4: 4,404 shares; 2025Q1: 2,385 shares; 2025Q2: 2,852 shares; 2025Q3: 2,959 shares; 2025Q4: 2,490 shares 2,490 $443K 0.16% -469 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12 shares; 2024Q4: 5 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 47 shares; 2025Q4: 1,737 shares 1,737 $440K 0.16% +1,690 Timeline QSR RESTAURANT BRANDS INTL INC More: the full row for RESTAURANT BRANDS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,390 shares; 2024Q4: 5,218 shares; 2025Q1: 6,786 shares; 2025Q2: 6,937 shares; 2025Q3: 6,825 shares; 2025Q4: 6,418 shares 6,418 $438K 0.16% -407 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,288 shares; 2024Q4: 7,006 shares; 2025Q1: 6,766 shares; 2025Q2: 6,553 shares; 2025Q3: 6,290 shares; 2025Q4: 6,227 shares 6,227 $432K 0.16% -63 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: 893 shares; 2024Q4: 845 shares; 2025Q1: 757 shares; 2025Q2: 546 shares; 2025Q3: 531 shares; 2025Q4: 526 shares 526 $431K 0.16% -5 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: 19,939 shares; 2024Q4: 19,306 shares; 2025Q1: 17,739 shares; 2025Q2: 18,376 shares; 2025Q3: 15,499 shares; 2025Q4: 15,529 shares 15,529 $427K 0.15% +30 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,411 shares; 2024Q4: 4,167 shares; 2025Q1: 4,015 shares; 2025Q2: 3,858 shares; 2025Q3: 3,707 shares; 2025Q4: 3,626 shares 3,626 $425K 0.15% -81 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 354 shares; 2024Q4: 487 shares; 2025Q1: 555 shares; 2025Q2: 663 shares; 2025Q3: 705 shares; 2025Q4: 764 shares 764 $422K 0.15% +59 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: 2,578 shares; 2024Q4: 2,334 shares; 2025Q1: 4,464 shares; 2025Q2: 11,436 shares; 2025Q3: 11,267 shares; 2025Q4: 10,695 shares 10,695 $410K 0.15% -572 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: 244 shares; 2024Q4: 236 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,326 shares 2,326 $408K 0.15% new 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: 5,360 shares; 2024Q4: 5,809 shares; 2025Q1: 4,919 shares; 2025Q2: 4,311 shares; 2025Q3: 2,228 shares; 2025Q4: 4,279 shares 4,279 $408K 0.15% +2,051 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,753 shares; 2024Q4: 1,631 shares; 2025Q1: 2,485 shares; 2025Q2: 2,966 shares; 2025Q3: 2,849 shares; 2025Q4: 2,714 shares 2,714 $408K 0.15% -135 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: 3,360 shares; 2024Q4: 3,217 shares; 2025Q1: 1,833 shares; 2025Q2: 1,724 shares; 2025Q3: 1,565 shares; 2025Q4: 1,565 shares 1,565 $405K 0.15% 0 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 671 shares; 2024Q4: 660 shares; 2025Q1: 4,425 shares; 2025Q2: 4,250 shares; 2025Q3: 3,730 shares; 2025Q4: 2,440 shares 2,440 $395K 0.14% -1,290 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES 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: 1,207 shares; 2025Q3: 2,848 shares; 2025Q4: 1,722 shares 1,722 $383K 0.14% -1,126 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: 7,960 shares; 2024Q4: 8,216 shares; 2025Q1: 8,187 shares; 2025Q2: 7,521 shares; 2025Q3: 7,106 shares; 2025Q4: 7,437 shares 7,437 $376K 0.14% +331 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: 11,940 shares; 2024Q4: 11,315 shares; 2025Q1: 10,375 shares; 2025Q2: 10,198 shares; 2025Q3: 9,318 shares; 2025Q4: 10,369 shares 10,369 $376K 0.14% +1,051 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: 737 shares; 2024Q4: 676 shares; 2025Q1: 506 shares; 2025Q2: 491 shares; 2025Q3: 2 shares; 2025Q4: 879 shares 879 $375K 0.14% +877 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17 shares; 2024Q4: 18 shares; 2025Q1: 834 shares; 2025Q2: 793 shares; 2025Q3: 771 shares; 2025Q4: 732 shares 732 $373K 0.14% -39 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 404 shares; 2024Q4: 456 shares; 2025Q1: 498 shares; 2025Q2: 571 shares; 2025Q3: 586 shares; 2025Q4: 603 shares 603 $369K 0.13% +17 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 307 shares; 2024Q4: 327 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,134 shares; 2025Q4: 12,040 shares 12,040 $368K 0.13% -5,094 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,942 shares; 2024Q4: 9,608 shares; 2025Q1: 8,863 shares; 2025Q2: 8,446 shares; 2025Q3: 7,756 shares; 2025Q4: 7,832 shares 7,832 $367K 0.13% +76 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,334 shares; 2024Q4: 7,349 shares; 2025Q1: 7,682 shares; 2025Q2: 7,425 shares; 2025Q3: 7,294 shares; 2025Q4: 7,362 shares 7,362 $356K 0.13% +68 Timeline LDUR PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,574 shares; 2025Q2: 3,774 shares; 2025Q3: 3,556 shares; 2025Q4: 3,707 shares 3,707 $356K 0.13% +151 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: 2,383 shares; 2024Q4: 2,241 shares; 2025Q1: 1,970 shares; 2025Q2: 1,888 shares; 2025Q3: 1,767 shares; 2025Q4: 1,744 shares 1,744 $354K 0.13% -23 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: 66 shares; 2024Q4: 36 shares; 2025Q1: 1,565 shares; 2025Q2: 2,009 shares; 2025Q3: 2,715 shares; 2025Q4: 3,437 shares 3,437 $349K 0.13% +722 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: 8,476 shares; 2024Q4: 8,071 shares; 2025Q1: 8,105 shares; 2025Q2: 6,836 shares; 2025Q3: 6,281 shares; 2025Q4: 5,576 shares 5,576 $348K 0.13% -705 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,228 shares; 2024Q4: 1,167 shares; 2025Q1: 1,125 shares; 2025Q2: 1,470 shares; 2025Q3: 1,616 shares; 2025Q4: 1,611 shares 1,611 $346K 0.13% -5 Timeline BSV 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: 4,500 shares; 2024Q4: 4,439 shares; 2025Q1: 4,601 shares; 2025Q2: 4,467 shares; 2025Q3: 4,375 shares; 2025Q4: 4,366 shares 4,366 $344K 0.12% -9 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: 80,958 shares; 2024Q4: 68,904 shares; 2025Q1: 49,372 shares; 2025Q2: 39,898 shares; 2025Q3: 13,440 shares; 2025Q4: 13,665 shares 13,665 $339K 0.12% +225 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: 2,906 shares; 2025Q1: 2,713 shares; 2025Q2: 2,620 shares; 2025Q3: 2,490 shares; 2025Q4: 2,586 shares 2,586 $339K 0.12% +96 Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,254 shares; 2024Q4: 8,032 shares; 2025Q1: 9,785 shares; 2025Q2: 8,900 shares; 2025Q3: 8,344 shares; 2025Q4: 8,497 shares 8,497 $335K 0.12% +153 Timeline PECO PHILLIPS EDISON & CO INC More: the full row for PHILLIPS EDISON & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,618 shares; 2024Q4: 8,889 shares; 2025Q1: 8,964 shares; 2025Q2: 9,057 shares; 2025Q3: 9,122 shares; 2025Q4: 9,209 shares 9,209 $328K 0.12% +87 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10 shares; 2024Q4: 10 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 775 shares 775 $325K 0.12% new Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,192 shares; 2024Q4: 4,128 shares; 2025Q1: 3,848 shares; 2025Q2: 3,627 shares; 2025Q3: 3,348 shares; 2025Q4: 3,330 shares 3,330 $320K 0.12% -18 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,246 shares; 2024Q4: 9,308 shares; 2025Q1: 13,350 shares; 2025Q2: 12,192 shares; 2025Q3: 11,533 shares; 2025Q4: 11,975 shares 11,975 $320K 0.12% +442 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: 3,765 shares; 2024Q4: 3,679 shares; 2025Q1: 3,071 shares; 2025Q2: 2,917 shares; 2025Q3: 2,723 shares; 2025Q4: 2,729 shares 2,729 $318K 0.12% +6 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: 7,463 shares; 2024Q4: 7,454 shares; 2025Q1: 7,626 shares; 2025Q2: 7,367 shares; 2025Q3: 6,664 shares; 2025Q4: 5,775 shares 5,775 $310K 0.11% -889 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: 1,004 shares; 2024Q4: 1,086 shares; 2025Q1: 684 shares; 2025Q2: 664 shares; 2025Q3: 614 shares; 2025Q4: 612 shares 612 $296K 0.11% -2 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,905 shares; 2024Q4: 2,821 shares; 2025Q1: 2,701 shares; 2025Q2: 2,557 shares; 2025Q3: 2,326 shares; 2025Q4: 2,314 shares 2,314 $293K 0.11% -12 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 254 shares; 2024Q4: 230 shares; 2025Q1: 11,222 shares; 2025Q2: 11,617 shares; 2025Q3: 11,140 shares; 2025Q4: 10,380 shares 10,380 $291K 0.11% -760 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: 1,792 shares; 2024Q4: 1,737 shares; 2025Q1: 1,617 shares; 2025Q2: 1,541 shares; 2025Q3: 1,418 shares; 2025Q4: 1,489 shares 1,489 $289K 0.1% +71 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 358 shares; 2024Q4: 464 shares; 2025Q1: 1,029 shares; 2025Q2: 1,118 shares; 2025Q3: 1,230 shares; 2025Q4: 1,405 shares 1,405 $289K 0.1% +175 Timeline SMA SMARTSTOP SELF STORAG REIT I More: the full row for SMARTSTOP SELF STORAG REIT I Quarterly shares; oldest 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: 9,267 shares 9,267 $287K 0.1% new 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: 3,260 shares; 2024Q4: 3,274 shares; 2025Q1: 2,648 shares; 2025Q2: 2,386 shares; 2025Q3: 2,202 shares; 2025Q4: 2,287 shares 2,287 $287K 0.1% +85 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5 shares; 2024Q4: 948 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,680 shares; 2025Q4: 2,663 shares 2,663 $277K 0.1% +983 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,265 shares; 2024Q4: 4,214 shares; 2025Q1: 4,136 shares; 2025Q2: 3,964 shares; 2025Q3: 3,801 shares; 2025Q4: 3,758 shares 3,758 $277K 0.1% -43 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,888 shares; 2024Q4: 3,265 shares; 2025Q1: 2,211 shares; 2025Q2: 2,400 shares; 2025Q3: 3,530 shares; 2025Q4: 2,428 shares 2,428 $276K 0.1% -1,102 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,224 shares; 2024Q4: 1,449 shares; 2025Q1: 1,370 shares; 2025Q2: 1,395 shares; 2025Q3: 1,294 shares; 2025Q4: 952 shares 952 $275K 0.1% -342 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,876 shares; 2024Q4: 4,724 shares; 2025Q1: 3,913 shares; 2025Q2: 3,691 shares; 2025Q3: 3,380 shares; 2025Q4: 3,391 shares 3,391 $272K 0.1% +11 Timeline AWI ARMSTRONG WORLD INDS INC NEW More: the full row for ARMSTRONG WORLD INDS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,283 shares; 2025Q4: 1,368 shares 1,368 $261K 0.09% +85 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: 74 shares; 2024Q4: 209 shares; 2025Q1: 640 shares; 2025Q2: 610 shares; 2025Q3: 560 shares; 2025Q4: 561 shares 561 $261K 0.09% +1 Timeline FLRN 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: 11,856 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,279 shares 8,279 $254K 0.09% new 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: 1,940 shares; 2024Q4: 1,912 shares; 2025Q1: 1,620 shares; 2025Q2: 1,241 shares; 2025Q3: 804 shares; 2025Q4: 762 shares 762 $252K 0.09% -42 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: 674 shares; 2024Q4: 1,091 shares; 2025Q1: 1,128 shares; 2025Q2: 1,222 shares; 2025Q3: 1,263 shares; 2025Q4: 1,296 shares 1,296 $244K 0.09% +33 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,598 shares; 2024Q4: 6,981 shares; 2025Q1: 6,917 shares; 2025Q2: 6,695 shares; 2025Q3: 6,407 shares; 2025Q4: 6,323 shares 6,323 $242K 0.09% -84 Timeline ROE EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,782 shares; 2024Q4: 5,732 shares; 2025Q1: 8,073 shares; 2025Q2: 7,311 shares; 2025Q3: 6,832 shares; 2025Q4: 6,767 shares 6,767 $239K 0.09% -65 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,166 shares; 2024Q4: 1,860 shares; 2025Q1: 1,640 shares; 2025Q2: 1,502 shares; 2025Q3: 1,340 shares; 2025Q4: 2,645 shares 2,645 $235K 0.09% +1,305 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 173 shares; 2024Q4: 156 shares; 2025Q1: not reported; 2025Q2: 845 shares; 2025Q3: 773 shares; 2025Q4: 804 shares 804 $221K 0.08% +31 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: 135 shares; 2024Q4: 126 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,068 shares; 2025Q4: 1,058 shares 1,058 $220K 0.08% -10 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: 8 shares; 2024Q4: 1,268 shares; 2025Q1: 2,419 shares; 2025Q2: 1,602 shares; 2025Q3: 2,511 shares; 2025Q4: 2,700 shares 2,700 $219K 0.08% +189 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: 15 shares; 2024Q4: 15 shares; 2025Q1: 344 shares; 2025Q2: 347 shares; 2025Q3: 136 shares; 2025Q4: 1,991 shares 1,991 $213K 0.08% +1,855 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: 294 shares; 2024Q4: 318 shares; 2025Q1: 248 shares; 2025Q2: 307 shares; 2025Q3: 342 shares; 2025Q4: 370 shares 370 $210K 0.08% +28 Timeline BBDC BARINGS BDC INC More: the full row for BARINGS BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,536 shares; 2024Q4: 33,581 shares; 2025Q1: 32,679 shares; 2025Q2: 32,785 shares; 2025Q3: 32,891 shares; 2025Q4: 22,448 shares 22,448 $206K 0.07% -10,443 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,054 shares; 2024Q4: 1,077 shares; 2025Q1: 889 shares; 2025Q2: 840 shares; 2025Q3: 776 shares; 2025Q4: 800 shares 800 $206K 0.07% +24 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: 17,901 shares; 2024Q4: 11,198 shares; 2025Q1: 9,439 shares; 2025Q2: 8,821 shares; 2025Q3: 8,181 shares; 2025Q4: 6,772 shares 6,772 $202K 0.07% -1,409 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: 1,198 shares; 2024Q4: 1,396 shares; 2025Q1: 1,243 shares; 2025Q2: 1,093 shares; 2025Q3: 920 shares; 2025Q4: 982 shares 982 $201K 0.07% +62 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: 45 shares; 2024Q4: 57 shares; 2025Q1: 344 shares; 2025Q2: 472 shares; 2025Q3: 522 shares; 2025Q4: 590 shares 590 $199K 0.07% +68 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: 1,438 shares; 2024Q4: 1,353 shares; 2025Q1: 970 shares; 2025Q2: 923 shares; 2025Q3: 847 shares; 2025Q4: 842 shares 842 $193K 0.07% -5 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,625 shares; 2024Q4: 3,528 shares; 2025Q1: 3,370 shares; 2025Q2: 3,187 shares; 2025Q3: 2,925 shares; 2025Q4: 2,898 shares 2,898 $187K 0.07% -27 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: 6,674 shares; 2024Q4: 6,643 shares; 2025Q1: 3,710 shares; 2025Q2: 1,154 shares; 2025Q3: 1,097 shares; 2025Q4: 944 shares 944 $184K 0.07% -153 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: 480 shares; 2024Q4: 183 shares; 2025Q1: 0 shares; 2025Q2: 0 shares; 2025Q3: 133 shares; 2025Q4: 1,019 shares 1,019 $184K 0.07% +886 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: 347 shares; 2024Q4: 341 shares; 2025Q1: 137 shares; 2025Q2: 178 shares; 2025Q3: 336 shares; 2025Q4: 514 shares 514 $181K 0.07% +178 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: 2,979 shares; 2024Q4: 2,442 shares; 2025Q1: 1,541 shares; 2025Q2: 1,498 shares; 2025Q3: 1,547 shares; 2025Q4: 1,849 shares 1,849 $176K 0.06% +302 Timeline VMBS 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: 3,843 shares; 2024Q4: 3,783 shares; 2025Q1: 3,964 shares; 2025Q2: 3,823 shares; 2025Q3: 3,710 shares; 2025Q4: 3,682 shares 3,682 $173K 0.06% -28 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18 shares; 2024Q4: 963 shares; 2025Q1: 900 shares; 2025Q2: 855 shares; 2025Q3: 774 shares; 2025Q4: 765 shares 765 $171K 0.06% -9 Timeline GLPI GAMING & LEISURE P More: the full row for GAMING & LEISURE P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,274 shares; 2024Q4: 7,817 shares; 2025Q1: 7,740 shares; 2025Q2: 9,074 shares; 2025Q3: 8,556 shares; 2025Q4: 3,795 shares 3,795 $170K 0.06% -4,761 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: 2,122 shares; 2024Q4: 2,116 shares; 2025Q1: 2,304 shares; 2025Q2: 2,232 shares; 2025Q3: 2,177 shares; 2025Q4: 2,162 shares 2,162 $168K 0.06% -15 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 960 shares; 2024Q4: 881 shares; 2025Q1: 834 shares; 2025Q2: 805 shares; 2025Q3: 733 shares; 2025Q4: 642 shares 642 $166K 0.06% -91 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: 1,046 shares; 2024Q4: 1,044 shares; 2025Q1: 297 shares; 2025Q2: 270 shares; 2025Q3: 527 shares; 2025Q4: 517 shares 517 $162K 0.06% -10 Timeline BLV 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: 2,240 shares; 2024Q4: 2,261 shares; 2025Q1: 2,468 shares; 2025Q2: 2,398 shares; 2025Q3: 2,325 shares; 2025Q4: 2,314 shares 2,314 $161K 0.06% -11 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,847 shares; 2025Q3: 2,941 shares; 2025Q4: 3,175 shares 3,175 $159K 0.06% +234 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,543 shares; 2024Q4: 3,510 shares; 2025Q1: 3,155 shares; 2025Q2: 2,986 shares; 2025Q3: 2,738 shares; 2025Q4: 2,707 shares 2,707 $158K 0.06% -31 Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 415 shares; 2024Q4: 416 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1,356 shares; 2025Q4: 1,429 shares 1,429 $155K 0.06% +73 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,413 shares; 2024Q4: 3,365 shares; 2025Q1: 3,132 shares; 2025Q2: 2,982 shares; 2025Q3: 2,754 shares; 2025Q4: 2,729 shares 2,729 $149K 0.05% -25 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67 shares; 2024Q4: 67 shares; 2025Q1: 67 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,499 shares 2,499 $147K 0.05% new Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5 shares; 2024Q4: 70 shares; 2025Q1: not reported; 2025Q2: 1,078 shares; 2025Q3: 1,035 shares; 2025Q4: 1,099 shares 1,099 $146K 0.05% +64 Timeline FTCB FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,517 shares; 2025Q1: 5,894 shares; 2025Q2: 5,864 shares; 2025Q3: 5,929 shares; 2025Q4: 6,841 shares 6,841 $145K 0.05% +912 Timeline RDDT REDDIT INC More: the full row for REDDIT 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: 584 shares; 2025Q4: 630 shares 630 $145K 0.05% +46 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: 8,062 shares; 2024Q4: 6,646 shares; 2025Q1: 5,395 shares; 2025Q2: 5,583 shares; 2025Q3: 773 shares; 2025Q4: 799 shares 799 $142K 0.05% +26 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: 270 shares; 2024Q4: 320 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,828 shares 1,828 $140K 0.05% new Timeline CARY ANGEL OAK FUNDS TRUST More: the full row for ANGEL OAK FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,626 shares; 2025Q3: 6,273 shares; 2025Q4: 6,554 shares 6,554 $136K 0.05% +281 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: 162 shares; 2024Q4: 523 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,037 shares 1,037 $134K 0.05% new Timeline HYLS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,997 shares; 2024Q4: 2,939 shares; 2025Q1: 3,274 shares; 2025Q2: 3,228 shares; 2025Q3: 3,036 shares; 2025Q4: 3,039 shares 3,039 $127K 0.05% +3 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,282 shares; 2024Q4: 6,504 shares; 2025Q1: 3,911 shares; 2025Q2: 57 shares; 2025Q3: 935 shares; 2025Q4: 977 shares 977 $123K 0.04% +42 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: 239 shares; 2024Q4: 243 shares; 2025Q1: 14 shares; 2025Q2: 466 shares; 2025Q3: 597 shares; 2025Q4: 505 shares 505 $122K 0.04% -92 Timeline AFRM AFFIRM HLDGS INC More: the full row for AFFIRM 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: 1,635 shares 1,635 $122K 0.04% new Timeline FBRT FRANKLIN BSP RLTY TR INC More: the full row for FRANKLIN BSP RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,495 shares; 2024Q4: 12,495 shares; 2025Q1: 11,345 shares; 2025Q2: 11,345 shares; 2025Q3: 11,345 shares; 2025Q4: 11,345 shares 11,345 $114K 0.04% 0 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 426 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 781 shares 781 $106K 0.04% new 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: not reported; 2025Q4: 2,012 shares 2,012 $106K 0.04% new Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106 shares; 2024Q4: 670 shares; 2025Q1: 973 shares; 2025Q2: 1,087 shares; 2025Q3: 1,042 shares; 2025Q4: 846 shares 846 $104K 0.04% -196 Timeline DBMF IM GLOBAL PARTNER FUNDS More: the full row for IM GLOBAL PARTNER FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,656 shares; 2025Q1: 3,955 shares; 2025Q2: 3,601 shares; 2025Q3: 3,378 shares; 2025Q4: 3,574 shares 3,574 $100K 0.04% +196 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: 7,214 shares; 2024Q4: 7,157 shares; 2025Q1: 6,776 shares; 2025Q2: 6,971 shares; 2025Q3: 1,015 shares; 2025Q4: 1,000 shares 1,000 $99.2K 0.04% -15 Timeline OVV OVINTIV INC More: the full row for OVINTIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5 shares; 2024Q4: 5 shares; 2025Q1: 2,916 shares; 2025Q2: 2,764 shares; 2025Q3: 2,511 shares; 2025Q4: 2,498 shares 2,498 $97.9K 0.04% -13 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,777 shares; 2024Q4: 9,404 shares; 2025Q1: 8,536 shares; 2025Q2: 6,616 shares; 2025Q3: 6,063 shares; 2025Q4: 6,058 shares 6,058 $97.4K 0.04% -5 Timeline TMSL T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,117 shares; 2025Q1: 3,081 shares; 2025Q2: 2,818 shares; 2025Q3: 2,630 shares; 2025Q4: 2,709 shares 2,709 $97.2K 0.04% +79 Timeline PEGA PEGASYSTEMS INC More: the full row for PEGASYSTEMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10 shares; 2024Q4: 10 shares; 2025Q1: not reported; 2025Q2: 1,530 shares; 2025Q3: 1,593 shares; 2025Q4: 1,628 shares 1,628 $97.2K 0.04% +35 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: 1,306 shares; 2024Q4: 1,696 shares; 2025Q1: 1,567 shares; 2025Q2: 1,492 shares; 2025Q3: 1,566 shares; 2025Q4: 1,840 shares 1,840 $97.1K 0.04% +274 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,061 shares; 2024Q4: 5,571 shares; 2025Q1: 4,700 shares; 2025Q2: 5,622 shares; 2025Q3: 5,493 shares; 2025Q4: 4,316 shares 4,316 $96.5K 0.04% -1,177 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 470 shares; 2024Q4: 445 shares; 2025Q1: not reported; 2025Q2: 244 shares; 2025Q3: 497 shares; 2025Q4: 919 shares 919 $96.5K 0.04% +422 Timeline DINO HF SINCLAIR CORP More: the full row for HF SINCLAIR 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: 32 shares; 2025Q2: 33 shares; 2025Q3: 1 shares; 2025Q4: 2,042 shares 2,042 $94.1K 0.03% +2,041 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,816 shares; 2024Q4: 3,976 shares; 2025Q1: 3,384 shares; 2025Q2: 3,103 shares; 2025Q3: 3,454 shares; 2025Q4: 3,493 shares 3,493 $92.5K 0.03% +39 Timeline FGD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 375 shares; 2025Q4: 3,032 shares 3,032 $91.8K 0.03% +2,657 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,621 shares; 2024Q4: 3,228 shares; 2025Q1: 2,543 shares; 2025Q2: 2,185 shares; 2025Q3: 2,305 shares; 2025Q4: 1,889 shares 1,889 $86K 0.03% -416 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 847 shares; 2024Q4: 834 shares; 2025Q1: 737 shares; 2025Q2: 665 shares; 2025Q3: 634 shares; 2025Q4: 622 shares 622 $85.8K 0.03% -12 Timeline ICLO INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest 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: 3,337 shares 3,337 $85.3K 0.03% new Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 417 shares; 2024Q4: 534 shares; 2025Q1: 8 shares; 2025Q2: 215 shares; 2025Q3: 978 shares; 2025Q4: 876 shares 876 $84.4K 0.03% -102 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 259 shares; 2024Q4: 242 shares; 2025Q1: 223 shares; 2025Q2: 278 shares; 2025Q3: 304 shares; 2025Q4: 234 shares 234 $82K 0.03% -70 Timeline WDIV SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,054 shares 1,054 $79.5K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 520 shares 520 $74.6K 0.03% new 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: 969 shares; 2024Q4: 903 shares; 2025Q1: 311 shares; 2025Q2: 272 shares; 2025Q3: 326 shares; 2025Q4: 346 shares 346 $74.1K 0.03% +20 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,426 shares; 2024Q4: 2,305 shares; 2025Q1: 1,657 shares; 2025Q2: 1,675 shares; 2025Q3: 1,694 shares; 2025Q4: 1,632 shares 1,632 $72.3K 0.03% -62 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: 1,004 shares; 2024Q4: 1,041 shares; 2025Q1: 481 shares; 2025Q2: 412 shares; 2025Q3: 389 shares; 2025Q4: 394 shares 394 $72.2K 0.03% +5 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 339 shares 339 $71.2K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,269 shares 1,269 $69.6K 0.03% new Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,476 shares; 2024Q4: 5,299 shares; 2025Q1: 703 shares; 2025Q2: 713 shares; 2025Q3: 266 shares; 2025Q4: 858 shares 858 $68.9K 0.02% +592 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: 442 shares; 2024Q4: 430 shares; 2025Q1: 381 shares; 2025Q2: 343 shares; 2025Q3: 330 shares; 2025Q4: 323 shares 323 $68.4K 0.02% -7 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,437 shares; 2024Q4: 1,336 shares; 2025Q1: 1,331 shares; 2025Q2: 1,563 shares; 2025Q3: 1,468 shares; 2025Q4: 1,169 shares 1,169 $68.2K 0.02% -299 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: 13,085 shares; 2024Q4: 15,142 shares; 2025Q1: 7,542 shares; 2025Q2: 7,299 shares; 2025Q3: 1,866 shares; 2025Q4: 596 shares 596 $67.9K 0.02% -1,270 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 378 shares; 2024Q4: 454 shares; 2025Q1: 480 shares; 2025Q2: 555 shares; 2025Q3: 122 shares; 2025Q4: 116 shares 116 $67.4K 0.02% -6 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: 265 shares; 2024Q4: 251 shares; 2025Q1: 165 shares; 2025Q2: 149 shares; 2025Q3: 143 shares; 2025Q4: 137 shares 137 $67K 0.02% -6 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: 672 shares; 2024Q4: 660 shares; 2025Q1: 421 shares; 2025Q2: 385 shares; 2025Q3: 369 shares; 2025Q4: 358 shares 358 $66.4K 0.02% -11 Timeline CZR CAESARS ENTERTAINMENT INC NE More: the full row for CAESARS ENTERTAINMENT INC NE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,846 shares; 2024Q4: 2,059 shares; 2025Q1: 3,352 shares; 2025Q2: 3,947 shares; 2025Q3: 3,687 shares; 2025Q4: 2,829 shares 2,829 $66.2K 0.02% -858 Timeline FIIG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,221 shares; 2024Q4: 2,246 shares; 2025Q1: 2,909 shares; 2025Q2: 2,942 shares; 2025Q3: 2,976 shares; 2025Q4: 2,969 shares 2,969 $62.9K 0.02% -7 Timeline DIV GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,604 shares 3,604 $62.4K 0.02% new Timeline XHLF BONDBLOXX ETF TRUST More: the full row for BONDBLOXX 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: 4,389 shares; 2025Q3: 1,184 shares; 2025Q4: 1,233 shares 1,233 $62K 0.02% +49 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,909 shares; 2024Q4: 1,887 shares; 2025Q1: 1,844 shares; 2025Q2: 1,864 shares; 2025Q3: 1,883 shares; 2025Q4: 1,220 shares 1,220 $61K 0.02% -663 Timeline EMLC VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,967 shares; 2024Q4: 5,529 shares; 2025Q1: 2,419 shares; 2025Q2: 2,184 shares; 2025Q3: 2,469 shares; 2025Q4: 2,317 shares 2,317 $59.8K 0.02% -152 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: 2,463 shares; 2024Q4: 2,255 shares; 2025Q1: 468 shares; 2025Q2: 419 shares; 2025Q3: 401 shares; 2025Q4: 232 shares 232 $59.7K 0.02% -169 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22 shares; 2024Q4: 642 shares; 2025Q1: 736 shares; 2025Q2: 717 shares; 2025Q3: 680 shares; 2025Q4: 578 shares 578 $59.2K 0.02% -102 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: 1,855 shares; 2024Q4: 1,745 shares; 2025Q1: 230 shares; 2025Q2: 208 shares; 2025Q3: 200 shares; 2025Q4: 190 shares 190 $58.8K 0.02% -10 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: 215 shares; 2024Q4: 207 shares; 2025Q1: 131 shares; 2025Q2: 115 shares; 2025Q3: 128 shares; 2025Q4: 109 shares 109 $55.5K 0.02% -19 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: 249 shares; 2024Q4: 236 shares; 2025Q1: 473 shares; 2025Q2: 131 shares; 2025Q3: 126 shares; 2025Q4: 120 shares 120 $54.4K 0.02% -6 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: 305 shares; 2024Q4: 315 shares; 2025Q1: 211 shares; 2025Q2: 187 shares; 2025Q3: 179 shares; 2025Q4: 173 shares 173 $54.1K 0.02% -6 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: 601 shares; 2024Q4: 604 shares; 2025Q1: 269 shares; 2025Q2: 233 shares; 2025Q3: 321 shares; 2025Q4: 806 shares 806 $53.2K 0.02% +485 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 400 shares; 2024Q4: 379 shares; 2025Q1: 362 shares; 2025Q2: 332 shares; 2025Q3: 311 shares; 2025Q4: 288 shares 288 $52.3K 0.02% -23 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,006 shares; 2024Q4: 1,487 shares; 2025Q1: 1,257 shares; 2025Q2: 1,342 shares; 2025Q3: 1,040 shares; 2025Q4: 763 shares 763 $51.3K 0.02% -277 Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 945 shares; 2024Q4: 835 shares; 2025Q1: 587 shares; 2025Q2: 634 shares; 2025Q3: 595 shares; 2025Q4: 461 shares 461 $50.9K 0.02% -134 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: 365 shares; 2024Q4: 393 shares; 2025Q1: 93 shares; 2025Q2: 82 shares; 2025Q3: 78 shares; 2025Q4: 75 shares 75 $49.6K 0.02% -3 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: 1,307 shares; 2024Q4: 1,549 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 56 shares; 2025Q4: 584 shares 584 $49.4K 0.02% +528 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47 shares; 2024Q4: 37 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 64 shares 64 $49.4K 0.02% new Timeline MSIF MSC INCOME FUND INC More: the full row for MSC INCOME FUND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,909 shares; 2025Q4: 3,762 shares 3,762 $49.4K 0.02% +1,853 Timeline DEI DOUGLAS EMMETT INC More: the full row for DOUGLAS EMMETT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,856 shares; 2024Q4: 5,028 shares; 2025Q1: 5,155 shares; 2025Q2: 6,130 shares; 2025Q3: 5,757 shares; 2025Q4: 4,462 shares 4,462 $49K 0.02% -1,295 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89 shares; 2024Q4: 79 shares; 2025Q1: 438 shares; 2025Q2: 399 shares; 2025Q3: 425 shares; 2025Q4: 550 shares 550 $48.1K 0.02% +125 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 256 shares; 2024Q4: 514 shares; 2025Q1: 515 shares; 2025Q2: 485 shares; 2025Q3: 481 shares; 2025Q4: 487 shares 487 $47.2K 0.02% +6 Timeline FN FABRINET More: the full row for FABRINET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 137 shares; 2024Q4: 136 shares; 2025Q1: 135 shares; 2025Q2: 121 shares; 2025Q3: 113 shares; 2025Q4: 103 shares 103 $46.9K 0.02% -10 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 327 shares; 2024Q4: 482 shares; 2025Q1: 483 shares; 2025Q2: 648 shares; 2025Q3: 649 shares; 2025Q4: 669 shares 669 $46.5K 0.02% +20 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,190 shares; 2024Q4: 1,202 shares; 2025Q1: 1,211 shares; 2025Q2: 1,222 shares; 2025Q3: 1,233 shares; 2025Q4: 1,037 shares 1,037 $46K 0.02% -196 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 823 shares 823 $45.9K 0.02% new Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 855 shares; 2024Q4: 1,681 shares; 2025Q1: 1,705 shares; 2025Q2: 1,730 shares; 2025Q3: 1,755 shares; 2025Q4: 2,507 shares 2,507 $45.7K 0.02% +752 Timeline FBIN FORTUNE BRANDS INNOVATIONS I More: the full row for FORTUNE BRANDS INNOVATIONS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 897 shares; 2024Q4: 793 shares; 2025Q1: 1,017 shares; 2025Q2: 1,229 shares; 2025Q3: 1,101 shares; 2025Q4: 908 shares 908 $45.4K 0.02% -193 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,058 shares; 2024Q4: 1,068 shares; 2025Q1: 1,093 shares; 2025Q2: 925 shares; 2025Q3: 929 shares; 2025Q4: 971 shares 971 $44.7K 0.02% +42 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: 351 shares; 2024Q4: 682 shares; 2025Q1: 279 shares; 2025Q2: 255 shares; 2025Q3: 242 shares; 2025Q4: 241 shares 241 $44.4K 0.02% -1 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: 458 shares; 2024Q4: 1,074 shares; 2025Q1: 1,934 shares; 2025Q2: 1,844 shares; 2025Q3: 169 shares; 2025Q4: 159 shares 159 $44.2K 0.02% -10 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: 467 shares; 2025Q2: 412 shares; 2025Q3: 392 shares; 2025Q4: 388 shares 388 $43.9K 0.02% -4 Timeline FDCF 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: 911 shares 911 $43.8K 0.02% new Timeline NBOS NEUBERGER BERMAN ETF TRUST More: the full row for NEUBERGER BERMAN ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,606 shares 1,606 $43.8K 0.02% new 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: 204 shares; 2024Q4: 198 shares; 2025Q1: 89 shares; 2025Q2: 84 shares; 2025Q3: 77 shares; 2025Q4: 74 shares 74 $43.1K 0.02% -3 Timeline CLOI VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,186 shares; 2024Q4: not reported; 2025Q1: 622 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 810 shares 810 $42.8K 0.02% new Timeline IHAK 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: 873 shares 873 $42K 0.02% new 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: 2,587 shares; 2024Q4: 674 shares; 2025Q1: 490 shares; 2025Q2: 443 shares; 2025Q3: 429 shares; 2025Q4: 311 shares 311 $41.2K 0.01% -118 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 843 shares; 2024Q4: 835 shares; 2025Q1: 729 shares; 2025Q2: 646 shares; 2025Q3: 613 shares; 2025Q4: 585 shares 585 $41K 0.01% -28 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,462 shares; 2024Q4: 3,462 shares; 2025Q1: 2,762 shares; 2025Q2: 2,762 shares; 2025Q3: 2,762 shares; 2025Q4: 2,762 shares 2,762 $40.9K 0.01% 0 Timeline EDIV SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,023 shares 1,023 $40K 0.01% new Timeline SILA SILA REALTY TRUST INC More: the full row for SILA REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,653 shares; 2024Q4: 1,653 shares; 2025Q1: 1,653 shares; 2025Q2: 1,653 shares; 2025Q3: 1,653 shares; 2025Q4: 1,653 shares 1,653 $38.5K 0.01% 0 Timeline FDFF 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: 1,081 shares 1,081 $38.5K 0.01% new Timeline FBOT 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: 1,147 shares 1,147 $38.2K 0.01% new Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,858 shares; 2024Q4: 2,367 shares; 2025Q1: 1,926 shares; 2025Q2: 760 shares; 2025Q3: 149 shares; 2025Q4: 138 shares 138 $36.7K 0.01% -11 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,357 shares; 2024Q4: 2,363 shares; 2025Q1: 173 shares; 2025Q2: 159 shares; 2025Q3: 11,393 shares; 2025Q4: 145 shares 145 $36.4K 0.01% -11,248 Timeline HIMU 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: 53 shares; 2025Q2: 54 shares; 2025Q3: 60 shares; 2025Q4: 731 shares 731 $35.6K 0.01% +671 Timeline ANGL VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,194 shares 1,194 $35.1K 0.01% new 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: 153 shares; 2024Q4: 255 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares 100 $33.6K 0.01% 0 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: 797 shares; 2024Q4: 1,777 shares; 2025Q1: 36 shares; 2025Q2: 38 shares; 2025Q3: 86 shares; 2025Q4: 1,456 shares 1,456 $33.5K 0.01% +1,370 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 426 shares; 2024Q4: 400 shares; 2025Q1: 316 shares; 2025Q2: 281 shares; 2025Q3: 269 shares; 2025Q4: 255 shares 255 $33.3K 0.01% -14 Timeline VKTX VIKING THERAPEUTICS INC More: the full row for VIKING 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: 159 shares; 2025Q3: 598 shares; 2025Q4: 945 shares 945 $33.2K 0.01% +347 Timeline FEMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,101 shares; 2024Q4: 576 shares; 2025Q1: 585 shares; 2025Q2: 1,054 shares; 2025Q3: 1,070 shares; 2025Q4: 1,085 shares 1,085 $32.3K 0.01% +15 Timeline LGOV FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,108 shares; 2024Q4: 2,129 shares; 2025Q1: 2,150 shares; 2025Q2: 1,437 shares; 2025Q3: 1,452 shares; 2025Q4: 1,467 shares 1,467 $32K 0.01% +15 Timeline FSIG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,270 shares; 2024Q4: 3,214 shares; 2025Q1: 1,598 shares; 2025Q2: 1,616 shares; 2025Q3: 1,635 shares; 2025Q4: 1,657 shares 1,657 $31.8K 0.01% +22 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 shares; 2024Q4: 6 shares; 2025Q1: not reported; 2025Q2: 182 shares; 2025Q3: 174 shares; 2025Q4: 170 shares 170 $30.6K 0.01% -4 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: 42,480 shares; 2024Q4: 39,439 shares; 2025Q1: 32,458 shares; 2025Q2: 2,760 shares; 2025Q3: 2,088 shares; 2025Q4: 563 shares 563 $30.4K 0.01% -1,525 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 289 shares; 2024Q4: 277 shares; 2025Q1: 256 shares; 2025Q2: 229 shares; 2025Q3: 220 shares; 2025Q4: 214 shares 214 $29.7K 0.01% -6 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,111 shares; 2024Q4: 750 shares; 2025Q1: 0 shares; 2025Q2: 0 shares; 2025Q3: 0 shares; 2025Q4: 797 shares 797 $29.4K 0.01% +797 Timeline WTFC WINTRUST FINL CORP More: the full row for WINTRUST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 263 shares; 2024Q4: 260 shares; 2025Q1: 248 shares; 2025Q2: 226 shares; 2025Q3: 216 shares; 2025Q4: 210 shares 210 $29.4K 0.01% -6 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: 211 shares; 2024Q4: 436 shares; 2025Q1: 265 shares; 2025Q2: 237 shares; 2025Q3: 259 shares; 2025Q4: 295 shares 295 $28.6K 0.01% +36 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 122 shares; 2024Q4: 257 shares; 2025Q1: 161 shares; 2025Q2: 263 shares; 2025Q3: 266 shares; 2025Q4: 292 shares 292 $28.5K 0.01% +26 Timeline AA ALCOA CORP More: the full row for ALCOA 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: 34 shares; 2025Q2: 34 shares; 2025Q3: 1 shares; 2025Q4: 526 shares 526 $27.9K 0.01% +525 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 28 shares; 2025Q1: 183 shares; 2025Q2: 161 shares; 2025Q3: 139 shares; 2025Q4: 123 shares 123 $27.7K 0.01% -16 Timeline AIZ ASSURANT INC More: the full row for ASSURANT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 173 shares; 2024Q4: 171 shares; 2025Q1: 127 shares; 2025Q2: 116 shares; 2025Q3: 113 shares; 2025Q4: 113 shares 113 $27.2K 0.01% 0 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,017 shares; 2024Q4: 1,004 shares; 2025Q1: 983 shares; 2025Q2: 738 shares; 2025Q3: 486 shares; 2025Q4: 392 shares 392 $26.3K 0.01% -94 Timeline PATH UIPATH INC More: the full row for UIPATH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,574 shares 1,574 $25.8K 0.01% new Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5 shares; 2024Q4: 782 shares; 2025Q1: 204 shares; 2025Q2: 990 shares; 2025Q3: not reported; 2025Q4: 180 shares 180 $25.6K 0.01% new Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,782 shares; 2024Q4: 42,689 shares; 2025Q1: 43,699 shares; 2025Q2: 44,516 shares; 2025Q3: 1,054 shares; 2025Q4: 1,409 shares 1,409 $24.3K 0.01% +355 Timeline FID FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,096 shares; 2024Q4: 1,124 shares; 2025Q1: 1,126 shares; 2025Q2: 1,144 shares; 2025Q3: 1,153 shares; 2025Q4: 1,155 shares 1,155 $23.7K 0.01% +2 Timeline EMB 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: 166 shares; 2024Q4: 187 shares; 2025Q1: 231 shares; 2025Q2: 234 shares; 2025Q3: 243 shares; 2025Q4: 240 shares 240 $23.1K 0.01% -3 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14 shares; 2024Q4: 141 shares; 2025Q1: 90 shares; 2025Q2: 90 shares; 2025Q3: 78 shares; 2025Q4: 78 shares 78 $22.8K 0.01% 0 Timeline NANR SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 333 shares 333 $22.6K 0.01% new Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 260 shares; 2024Q4: 261 shares; 2025Q1: 265 shares; 2025Q2: 252 shares; 2025Q3: 252 shares; 2025Q4: 256 shares 256 $22.1K 0.01% +4 Timeline BXP BXP INC More: the full row for BXP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 585 shares; 2024Q4: 552 shares; 2025Q1: 341 shares; 2025Q2: 323 shares; 2025Q3: 313 shares; 2025Q4: 326 shares 326 $22K 0.01% +13 Timeline FSSL FS SPECIALTY LENDING FD More: the full row for FS SPECIALTY LENDING 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: 1,532 shares 1,532 $21.7K 0.01% new Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108 shares; 2024Q4: 124 shares; 2025Q1: 18 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 265 shares 265 $21.4K 0.01% new 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: 4,538 shares; 2024Q4: 4,319 shares; 2025Q1: 4,266 shares; 2025Q2: 3,181 shares; 2025Q3: 49 shares; 2025Q4: 107 shares 107 $21.4K 0.01% +58 Timeline REET 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: 651 shares; 2024Q4: 663 shares; 2025Q1: 644 shares; 2025Q2: 649 shares; 2025Q3: 655 shares; 2025Q4: 832 shares 832 $20.8K 0.01% +177 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: 50 shares; 2024Q4: 248 shares; 2025Q1: 200 shares; 2025Q2: 150 shares; 2025Q3: 152 shares; 2025Q4: 209 shares 209 $20.8K 0.01% +57 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34 shares; 2024Q4: 206 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 502 shares; 2025Q4: 488 shares 488 $20.4K 0.01% -14 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: 38 shares; 2024Q4: 38 shares; 2025Q1: 38 shares; 2025Q2: 161 shares; 2025Q3: 232 shares; 2025Q4: 214 shares 214 $20.2K 0.01% -18 Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 277 shares; 2024Q4: 274 shares; 2025Q1: 265 shares; 2025Q2: 238 shares; 2025Q3: 227 shares; 2025Q4: 222 shares 222 $20K 0.01% -5 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: 129 shares; 2025Q1: 129 shares; 2025Q2: 129 shares; 2025Q3: 129 shares; 2025Q4: 129 shares 129 $19.9K 0.01% 0 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 140 shares; 2024Q4: 160 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 189 shares 189 $19.8K 0.01% new 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: 380 shares; 2024Q4: 378 shares; 2025Q1: 151 shares; 2025Q2: 127 shares; 2025Q3: 160 shares; 2025Q4: 158 shares 158 $19K 0.01% -2 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 199 shares; 2024Q4: 556 shares; 2025Q1: 389 shares; 2025Q2: 359 shares; 2025Q3: 360 shares; 2025Q4: 329 shares 329 $18.9K 0.01% -31 Timeline MIR MIRION TECHNOLOGIES INC More: the full row for MIRION 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: 888 shares; 2025Q3: 843 shares; 2025Q4: 798 shares 798 $18.7K 0.01% -45 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,455 shares; 2025Q4: 150 shares 150 $18.7K 0.01% -4,305 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,664 shares; 2024Q4: 1,372 shares; 2025Q1: 794 shares; 2025Q2: 465 shares; 2025Q3: 468 shares; 2025Q4: 287 shares 287 $18.3K 0.01% -181 Timeline TOST TOAST INC More: the full row for TOAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,491 shares; 2024Q4: 1,480 shares; 2025Q1: 644 shares; 2025Q2: 575 shares; 2025Q3: 545 shares; 2025Q4: 515 shares 515 $18.3K 0.01% -30 Timeline IGEB 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: 249 shares; 2024Q4: 304 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13 shares; 2025Q4: 390 shares 390 $17.8K 0.01% +377 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: 120 shares; 2024Q4: 311 shares; 2025Q1: 197 shares; 2025Q2: 314 shares; 2025Q3: 3,928 shares; 2025Q4: 441 shares 441 $17.7K 0.01% -3,487 Timeline MWA MUELLER WTR PRODS INC More: the full row for MUELLER WTR PRODS 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: 858 shares; 2025Q2: 803 shares; 2025Q3: 751 shares; 2025Q4: 739 shares 739 $17.6K 0.01% -12 Timeline U UNITY SOFTWARE INC More: the full row for UNITY SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 396 shares 396 $17.5K 0.01% new Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 540 shares; 2024Q4: 676 shares; 2025Q1: 289 shares; 2025Q2: 303 shares; 2025Q3: 306 shares; 2025Q4: 249 shares 249 $16.8K 0.01% -57 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35 shares; 2024Q4: 206 shares; 2025Q1: 173 shares; 2025Q2: 188 shares; 2025Q3: 190 shares; 2025Q4: 157 shares 157 $16.1K 0.01% -33 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: 856 shares; 2024Q4: 652 shares; 2025Q1: 132 shares; 2025Q2: 127 shares; 2025Q3: 128 shares; 2025Q4: 203 shares 203 $16.1K 0.01% +75 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 338 shares 338 $16K 0.01% new 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: 62 shares; 2024Q4: 105 shares; 2025Q1: 49 shares; 2025Q2: 49 shares; 2025Q3: 49 shares; 2025Q4: 64 shares 64 $15.9K 0.01% +15 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9 shares; 2024Q4: 123 shares; 2025Q1: 117 shares; 2025Q2: 94 shares; 2025Q3: 95 shares; 2025Q4: 96 shares 96 $15.6K 0.01% +1 Timeline ACLS AXCELIS TECHNOLOGIES INC More: the full row for AXCELIS 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: 194 shares 194 $15.6K 0.01% new 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: 753 shares; 2024Q4: 810 shares; 2025Q1: 60 shares; 2025Q2: 56 shares; 2025Q3: 56 shares; 2025Q4: 60 shares 60 $14.9K 0.01% +4 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109 shares; 2024Q4: 420 shares; 2025Q1: 278 shares; 2025Q2: 296 shares; 2025Q3: 300 shares; 2025Q4: 247 shares 247 $14.8K 0.01% -53 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: 323 shares; 2024Q4: 313 shares; 2025Q1: 43 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 61 shares 61 $14.7K 0.01% new 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: 465 shares; 2024Q4: 476 shares; 2025Q1: 263 shares; 2025Q2: 267 shares; 2025Q3: 385 shares; 2025Q4: 368 shares 368 $13.8K <0.01% -17 Timeline LVHD LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 344 shares 344 $13.7K <0.01% new 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: 40 shares; 2024Q4: 30 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 83 shares 83 $13.3K <0.01% new 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: 431 shares; 2024Q4: 531 shares; 2025Q1: 111 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 121 shares 121 $13.3K <0.01% new Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15 shares; 2024Q4: 25 shares; 2025Q1: 1,154 shares; 2025Q2: 169 shares; 2025Q3: 162 shares; 2025Q4: 154 shares 154 $13.3K <0.01% -8 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 598 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares 500 $13.1K <0.01% 0 Timeline JMTG J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 256 shares 256 $13.1K <0.01% new Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 198 shares; 2025Q4: 198 shares 198 $12.8K <0.01% 0 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: 3,478 shares; 2024Q4: 444 shares; 2025Q1: 7 shares; 2025Q2: 242 shares; 2025Q3: 242 shares; 2025Q4: 194 shares 194 $12.4K <0.01% -48 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9 shares; 2024Q4: 118 shares; 2025Q1: 110 shares; 2025Q2: 80 shares; 2025Q3: 80 shares; 2025Q4: 74 shares 74 $12.3K <0.01% -6 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 343 shares; 2024Q4: 343 shares; 2025Q1: 147 shares; 2025Q2: 153 shares; 2025Q3: 123 shares; 2025Q4: 96 shares 96 $12.3K <0.01% -27 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 137 shares 137 $12.1K <0.01% new Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49 shares; 2024Q4: 69 shares; 2025Q1: 0 shares; 2025Q2: 0 shares; 2025Q3: 0 shares; 2025Q4: 74 shares 74 $12.1K <0.01% +74 Timeline FDD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 752 shares; 2024Q4: 768 shares; 2025Q1: 772 shares; 2025Q2: 783 shares; 2025Q3: 684 shares; 2025Q4: 678 shares 678 $11.9K <0.01% -6 Timeline ESS ESSEX PPTY TR INC More: the full row for ESSEX PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26 shares; 2024Q4: 67 shares; 2025Q1: 48 shares; 2025Q2: 54 shares; 2025Q3: 54 shares; 2025Q4: 45 shares 45 $11.7K <0.01% -9 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110 shares; 2024Q4: 256 shares; 2025Q1: 172 shares; 2025Q2: 166 shares; 2025Q3: 167 shares; 2025Q4: 168 shares 168 $11.5K <0.01% +1 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20 shares; 2024Q4: 277 shares; 2025Q1: 187 shares; 2025Q2: 205 shares; 2025Q3: 207 shares; 2025Q4: 173 shares 173 $11.3K <0.01% -34 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,990 shares; 2024Q4: 3,937 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 291 shares 291 $11.1K <0.01% +290 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 171 shares; 2024Q4: 349 shares; 2025Q1: 175 shares; 2025Q2: 176 shares; 2025Q3: 178 shares; 2025Q4: 153 shares 153 $11.1K <0.01% -25 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: 4,830 shares; 2024Q4: 4,604 shares; 2025Q1: 4,050 shares; 2025Q2: 3,829 shares; 2025Q3: 102 shares; 2025Q4: 91 shares 91 $10.9K <0.01% -11 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 140 shares 140 $10.8K <0.01% new Timeline DJT TRUMP MEDIA & TECHNOLOGY GRO More: the full row for TRUMP MEDIA & TECHNOLOGY GRO Quarterly shares; oldest 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: 813 shares 813 $10.8K <0.01% new Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 313 shares; 2024Q4: 315 shares; 2025Q1: 273 shares; 2025Q2: 274 shares; 2025Q3: 276 shares; 2025Q4: 278 shares 278 $10.5K <0.01% +2 Timeline FG F&G ANNUITIES & LIFE INC More: the full row for F&G ANNUITIES & LIFE 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: 316 shares 316 $9.73K <0.01% new Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,282 shares; 2024Q4: 14,292 shares; 2025Q1: 10,752 shares; 2025Q2: 346 shares; 2025Q3: 113 shares; 2025Q4: 133 shares 133 $9.65K <0.01% +20 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 152 shares; 2024Q4: 133 shares; 2025Q1: 48 shares; 2025Q2: 51 shares; 2025Q3: 43 shares; 2025Q4: 39 shares 39 $9.43K <0.01% -4 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: not reported; 2024Q4: not reported; 2025Q1: 8,685 shares; 2025Q2: 33 shares; 2025Q3: 34 shares; 2025Q4: 226 shares 226 $9.33K <0.01% +192 Timeline IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8 shares; 2025Q2: 8 shares; 2025Q3: not reported; 2025Q4: 200 shares 200 $8.97K <0.01% new Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 361 shares; 2024Q4: 358 shares; 2025Q1: 229 shares; 2025Q2: 217 shares; 2025Q3: 63 shares; 2025Q4: 70 shares 70 $8.86K <0.01% +7 Timeline FELG 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: 208 shares 208 $8.68K <0.01% new Timeline ALV AUTOLIV INC More: the full row for AUTOLIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77 shares; 2024Q4: 77 shares; 2025Q1: 78 shares; 2025Q2: 82 shares; 2025Q3: 78 shares; 2025Q4: 69 shares 69 $8.21K <0.01% -9 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,303 shares; 2024Q4: 3,532 shares; 2025Q1: 3,491 shares; 2025Q2: 2,681 shares; 2025Q3: 2,572 shares; 2025Q4: 98 shares 98 $8.12K <0.01% -2,474 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,457 shares; 2024Q4: 3,080 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 103 shares 103 $7.85K <0.01% new Timeline POR PORTLAND GEN ELEC CO More: the full row for PORTLAND GEN ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 564 shares; 2024Q4: 564 shares; 2025Q1: 553 shares; 2025Q2: 523 shares; 2025Q3: 174 shares; 2025Q4: 157 shares 157 $7.52K <0.01% -17 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 78 shares; 2025Q4: 134 shares 134 $7.19K <0.01% +56 Timeline MGNI MAGNITE INC More: the full row for MAGNITE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 306 shares; 2024Q4: 306 shares; 2025Q1: 451 shares; 2025Q2: 652 shares; 2025Q3: 432 shares; 2025Q4: 385 shares 385 $6.25K <0.01% -47 Timeline STAG STAG INDUSTRIAL INC More: the full row for STAG INDUSTRIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110 shares; 2024Q4: 111 shares; 2025Q1: 151 shares; 2025Q2: 173 shares; 2025Q3: 159 shares; 2025Q4: 143 shares 143 $5.25K <0.01% -16 Timeline HUT HUT 8 CORP More: the full row for HUT 8 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: 100 shares 100 $4.59K <0.01% new Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 80 shares; 2025Q3: 80 shares; 2025Q4: 80 shares 80 $3.97K <0.01% 0 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103 shares; 2024Q4: 93 shares; 2025Q1: not reported; 2025Q2: 70 shares; 2025Q3: not reported; 2025Q4: 6 shares 6 $3.92K <0.01% new Timeline IREN IREN LIMITED More: the full row for IREN LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 100 shares 100 $3.78K <0.01% new Timeline ALGN ALIGN TECHNOLOGY INC More: the full row for ALIGN TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53 shares; 2024Q4: 16 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,028 shares; 2025Q4: 22 shares 22 $3.44K <0.01% -2,006 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11 shares 11 $3.34K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: 25 shares; 2025Q2: 37 shares; 2025Q3: 13 shares; 2025Q4: 31 shares 31 $3.2K <0.01% +18 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 520 shares; 2024Q4: 520 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19 shares 19 $3.06K <0.01% new Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,912 shares; 2024Q4: 48,339 shares; 2025Q1: 17,941 shares; 2025Q2: 3,550 shares; 2025Q3: 32,172 shares; 2025Q4: 33 shares 33 $3.02K <0.01% -32,139 Timeline CIFR CIPHER DIGITAL INC More: the full row for CIPHER DIGITAL 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: 200 shares 200 $2.95K <0.01% new Timeline CORZ CORE SCIENTIFIC INC NEW More: the full row for CORE SCIENTIFIC INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 200 shares 200 $2.91K <0.01% new Timeline APLD APPLIED DIGITAL CORP More: the full row for APPLIED DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 100 shares 100 $2.45K <0.01% new 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: 120 shares; 2024Q4: 110 shares; 2025Q1: 7 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8 shares 8 $2.37K <0.01% new Timeline WULF TERAWULF INC More: the full row for TERAWULF 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: 200 shares 200 $2.3K <0.01% new 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: 1,010 shares; 2024Q4: 894 shares; 2025Q1: 25 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20 shares 20 $2K <0.01% new Timeline CGNX COGNEX CORP More: the full row for COGNEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 348 shares; 2024Q4: 349 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 54 shares 54 $1.95K <0.01% new Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,043 shares; 2024Q4: 731 shares; 2025Q1: 17 shares; 2025Q2: 10 shares; 2025Q3: 7 shares; 2025Q4: 28 shares 28 $1.62K <0.01% +21 Timeline NUAI NEW ERA ENERGY & DIGITAL INC More: the full row for NEW ERA ENERGY & DIGITAL 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: 500 shares 500 $1.47K <0.01% new 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: 1,874 shares; 2024Q4: 1,753 shares; 2025Q1: 10 shares; 2025Q2: 5 shares; 2025Q3: 6 shares; 2025Q4: 8 shares 8 $1.32K <0.01% +2 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: 91 shares; 2024Q4: 79 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1 shares 1 $1.22K <0.01% new Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104 shares; 2024Q4: 101 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3 shares 3 $1.06K <0.01% new Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,198 shares; 2024Q4: 4 shares; 2025Q1: 26 shares; 2025Q2: 28 shares; 2025Q3: 5 shares; 2025Q4: 4 shares 4 $1.03K <0.01% -1 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: 14,218 shares; 2024Q4: 14,169 shares; 2025Q1: 12,796 shares; 2025Q2: 76 shares; 2025Q3: 77 shares; 2025Q4: 77 shares 77 $1.01K <0.01% 0 Timeline RGA REINSURANCE GROUP AMER INC More: the full row for REINSURANCE GROUP AMER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,187 shares; 2024Q4: 1,399 shares; 2025Q1: 1,528 shares; 2025Q2: 1,527 shares; 2025Q3: 5 shares; 2025Q4: 5 shares 5 $993 <0.01% 0 Timeline SYSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11 shares 11 $993 <0.01% new 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: 248 shares; 2024Q4: 246 shares; 2025Q1: not reported; 2025Q2: 6 shares; 2025Q3: 6 shares; 2025Q4: 6 shares 6 $991 <0.01% 0 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,752 shares; 2024Q4: 49,693 shares; 2025Q1: 26,962 shares; 2025Q2: 27,042 shares; 2025Q3: 25,461 shares; 2025Q4: 28 shares 28 $931 <0.01% -25,433 Timeline ICVT 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: 121 shares; 2024Q4: 139 shares; 2025Q1: 36 shares; 2025Q2: 7 shares; 2025Q3: 9 shares; 2025Q4: 9 shares 9 $923 <0.01% 0 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: 482 shares; 2024Q4: 528 shares; 2025Q1: not reported; 2025Q2: 12 shares; 2025Q3: 12 shares; 2025Q4: 12 shares 12 $907 <0.01% 0 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: 9,989 shares; 2024Q4: 12,711 shares; 2025Q1: 10,207 shares; 2025Q2: 10 shares; 2025Q3: 9 shares; 2025Q4: 9 shares 9 $828 <0.01% 0 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79 shares; 2024Q4: 71 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1 shares 1 $809 <0.01% new Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 387 shares; 2024Q4: 327 shares; 2025Q1: not reported; 2025Q2: 316 shares; 2025Q3: 0 shares; 2025Q4: 15 shares 15 $801 <0.01% +15 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 863 shares; 2024Q4: 27 shares; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares 2 $796 <0.01% 0 Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,066 shares; 2024Q4: 8,597 shares; 2025Q1: 8,615 shares; 2025Q2: 8,900 shares; 2025Q3: 39 shares; 2025Q4: 8 shares 8 $763 <0.01% -31 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35 shares; 2024Q4: 40 shares; 2025Q1: 0 shares; 2025Q2: 0 shares; 2025Q3: 0 shares; 2025Q4: 3 shares 3 $708 <0.01% +3 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: 23,133 shares; 2024Q4: 12,278 shares; 2025Q1: 9,505 shares; 2025Q2: 9,720 shares; 2025Q3: 10,223 shares; 2025Q4: 9 shares 9 $538 <0.01% -10,214 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127 shares; 2024Q4: 113 shares; 2025Q1: 15 shares; 2025Q2: 11 shares; 2025Q3: 11 shares; 2025Q4: 11 shares 11 $525 <0.01% 0 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60 shares; 2024Q4: 65 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3 shares 3 $508 <0.01% new Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 620 shares; 2024Q4: 521 shares; 2025Q1: 17 shares; 2025Q2: 17 shares; 2025Q3: 17 shares; 2025Q4: 17 shares 17 $487 <0.01% 0 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127 shares; 2024Q4: 342 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17 shares; 2025Q4: 17 shares 17 $461 <0.01% 0 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,172 shares; 2024Q4: 17,463 shares; 2025Q1: 17,369 shares; 2025Q2: 10,399 shares; 2025Q3: 47 shares; 2025Q4: 10 shares 10 $426 <0.01% -37 Timeline ARE ALEXANDRIA REAL ESTATE EQ IN More: the full row for ALEXANDRIA REAL ESTATE EQ IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,452 shares; 2024Q4: 10,403 shares; 2025Q1: 10,165 shares; 2025Q2: 10,784 shares; 2025Q3: 11,338 shares; 2025Q4: 9 shares 9 $425 <0.01% -11,329 Timeline MICC MAGNUM ICE CREAM CO NV More: the full row for MAGNUM ICE CREAM CO 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: 19 shares 19 $301 <0.01% new Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,441 shares; 2024Q4: 1,246 shares; 2025Q1: 1 shares; 2025Q2: 475 shares; 2025Q3: 1 shares; 2025Q4: 1 shares 1 $279 <0.01% 0 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 618 shares; 2024Q4: 95 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares 1 $197 <0.01% 0 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 495 shares; 2024Q4: 261 shares; 2025Q1: 11 shares; 2025Q2: 12 shares; 2025Q3: 11 shares; 2025Q4: 11 shares 11 $194 <0.01% 0 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1 shares 1 $194 <0.01% new Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,530 shares; 2024Q4: 4,125 shares; 2025Q1: 4 shares; 2025Q2: 4 shares; 2025Q3: 4 shares; 2025Q4: 4 shares 4 $189 <0.01% 0 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 346 shares; 2024Q4: 344 shares; 2025Q1: 24 shares; 2025Q2: 4 shares; 2025Q3: 4 shares; 2025Q4: 4 shares 4 $180 <0.01% 0 Timeline XLC 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: 13,504 shares; 2024Q4: 26 shares; 2025Q1: 7,742 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares 1 $164 <0.01% 0 Timeline BCE BCE INC More: the full row for BCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,118 shares; 2024Q4: 96 shares; 2025Q1: 9 shares; 2025Q2: 7 shares; 2025Q3: 7 shares; 2025Q4: 7 shares 7 $163 <0.01% 0 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39 shares; 2024Q4: 39 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 4,672 shares; 2025Q4: 1 shares 1 $139 <0.01% -4,671 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1 shares 1 $128 <0.01% new 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: 516 shares; 2024Q4: 236 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares 1 $125 <0.01% 0 Timeline FUTY 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: 2 shares; 2025Q2: 3 shares; 2025Q3: 2 shares; 2025Q4: 2 shares 2 $120 <0.01% 0 Timeline ATR APTARGROUP INC More: the full row for APTARGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3 shares; 2025Q3: 1 shares; 2025Q4: 1 shares 1 $106 <0.01% 0 Timeline GATX GATX CORP More: the full row for GATX 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: 6 shares; 2025Q3: 1 shares; 2025Q4: 1 shares 1 $103 <0.01% 0 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 338 shares; 2025Q1: 3 shares; 2025Q2: 3 shares; 2025Q3: 1 shares; 2025Q4: 1 shares 1 $98 <0.01% 0 Timeline IJK 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: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares 1 $93 <0.01% 0 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: 693 shares; 2024Q4: 22,588 shares; 2025Q1: 15,074 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares 2 $89 <0.01% 0 Timeline OSK OSHKOSH CORP More: the full row for OSHKOSH 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: 19 shares; 2025Q2: 23 shares; 2025Q3: 1 shares; 2025Q4: 1 shares 1 $86 <0.01% 0 Timeline IHE 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 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares 1 $85 <0.01% 0 Timeline AFG AMERICAN FINANCIAL GROUP INC More: the full row for AMERICAN FINANCIAL 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: 14 shares; 2025Q2: 14 shares; 2025Q3: 1 shares; 2025Q4: 1 shares 1 $82 <0.01% 0 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34 shares; 2024Q4: 33 shares; 2025Q1: 21,237 shares; 2025Q2: 2 shares; 2025Q3: 1 shares; 2025Q4: 1 shares 1 $78 <0.01% 0 Timeline OC OWENS CORNING NEW More: the full row for OWENS CORNING NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 182 shares; 2024Q4: 183 shares; 2025Q1: 185 shares; 2025Q2: 8 shares; 2025Q3: 1 shares; 2025Q4: 1 shares 1 $77 <0.01% 0 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 32 shares; 2025Q3: 1 shares; 2025Q4: 1 shares 1 $77 <0.01% 0 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 140 shares; 2024Q4: 140 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 2,786 shares; 2025Q4: 0 shares 0 $65 <0.01% -2,786 Amount filed as zero, left out of ratios. Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS 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: 6 shares; 2025Q3: 1 shares; 2025Q4: 1 shares 1 $63 <0.01% 0 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 0 shares; 2025Q4: 0 shares 0 $62 <0.01% 0 Amount filed as zero, left out of ratios. Timeline FREL 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: 2 shares; 2025Q2: 4 shares; 2025Q3: 2 shares; 2025Q4: 2 shares 2 $61 <0.01% 0 Timeline GPK GRAPHIC PACKAGING HLDG CO More: the full row for GRAPHIC PACKAGING HLDG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,255 shares; 2024Q4: 10,588 shares; 2025Q1: 10,547 shares; 2025Q2: 9,039 shares; 2025Q3: 5 shares; 2025Q4: 4 shares 4 $60 <0.01% -1 Timeline EGP EASTGROUP PPTYS INC More: the full row for EASTGROUP PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2 shares; 2025Q3: 0 shares; 2025Q4: 0 shares 0 $60 <0.01% 0 Amount filed as zero, left out of ratios. Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 144 shares; 2024Q4: 154 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares 1 $59 <0.01% 0 Timeline TTC TORO CO More: the full row for TORO 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: 24 shares; 2025Q2: 25 shares; 2025Q3: 1 shares; 2025Q4: 1 shares 1 $59 <0.01% 0 Timeline NYT NEW YORK TIMES CO MTN BE More: the full row for NEW YORK TIMES CO MTN BE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 37 shares; 2025Q2: 44 shares; 2025Q3: 1 shares; 2025Q4: 1 shares 1 $57 <0.01% 0 Timeline ADC AGREE RLTY CORP More: the full row for AGREE RLTY 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: 7 shares; 2025Q3: 1 shares; 2025Q4: 1 shares 1 $51 <0.01% 0 Timeline ELS EQUITY LIFESTYLE PROPERTIES More: the full row for EQUITY LIFESTYLE PROPERTIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15 shares; 2024Q4: 15 shares; 2025Q1: not reported; 2025Q2: 7 shares; 2025Q3: 1 shares; 2025Q4: 1 shares 1 $50 <0.01% 0 Timeline VOYA VOYA FINANCIAL INC More: the full row for VOYA FINANCIAL 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: 32 shares; 2025Q2: 37 shares; 2025Q3: 1 shares; 2025Q4: 1 shares 1 $49 <0.01% 0 Timeline FIDU FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1 shares; 2025Q4: 1 shares 1 $47 <0.01% 0 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,038 shares; 2024Q4: 2,923 shares; 2025Q1: 2,474 shares; 2025Q2: 2,347 shares; 2025Q3: 0 shares; 2025Q4: 0 shares 0 $46 <0.01% 0 Amount filed as zero, left out of ratios. 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: 1 shares; 2024Q4: 16,815 shares; 2025Q1: 0 shares; 2025Q2: 0 shares; 2025Q3: 0 shares; 2025Q4: 0 shares 0 $45 <0.01% 0 Amount filed as zero, left out of ratios. Timeline TTEK TETRA TECH INC NEW More: the full row for TETRA TECH INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,242 shares; 2024Q4: 1,229 shares; 2025Q1: 14 shares; 2025Q2: 28 shares; 2025Q3: 1 shares; 2025Q4: 1 shares 1 $45 <0.01% 0 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,951 shares; 2025Q3: 3 shares; 2025Q4: 1 shares 1 $44 <0.01% -2 Timeline CHRD CHORD ENERGY CORPORATION More: the full row for CHORD ENERGY 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: 4 shares; 2025Q3: 0 shares; 2025Q4: 0 shares 0 $43 <0.01% 0 Amount filed as zero, left out of ratios. Timeline FMAT 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: 1 shares; 2025Q4: 1 shares 1 $43 <0.01% 0 Timeline MKSI MKS INC. More: the full row for MKS 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: 20 shares; 2025Q2: 20 shares; 2025Q3: 0 shares; 2025Q4: 0 shares 0 $42 <0.01% 0 Amount filed as zero, left out of ratios. Timeline FR FIRST INDL RLTY TR INC More: the full row for FIRST INDL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7 shares; 2025Q3: 1 shares; 2025Q4: 1 shares 1 $40 <0.01% 0 Timeline R RYDER SYS INC More: the full row for RYDER SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 0 shares; 2025Q4: 0 shares 0 $39 <0.01% 0 Amount filed as zero, left out of ratios. Timeline FDIS FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 0 shares; 2025Q4: 0 shares 0 $39 <0.01% 0 Amount filed as zero, left out of ratios. 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: 472 shares; 2024Q4: 392 shares; 2025Q1: 274 shares; 2025Q2: 252 shares; 2025Q3: 242 shares; 2025Q4: 0 shares 0 $38 <0.01% -242 Amount filed as zero, left out of ratios. Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1 shares; 2025Q4: 1 shares 1 $38 <0.01% 0 Timeline LII LENNOX INTL INC More: the full row for LENNOX INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 0 shares; 2025Q4: 0 shares 0 $38 <0.01% 0 Amount filed as zero, left out of ratios. Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2 shares; 2025Q3: 0 shares; 2025Q4: 0 shares 0 $36 <0.01% 0 Amount filed as zero, left out of ratios. Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 393 shares; 2024Q4: 415 shares; 2025Q1: 325 shares; 2025Q2: 0 shares; 2025Q3: 0 shares; 2025Q4: 0 shares 0 $35 <0.01% 0 Amount filed as zero, left out of ratios. Timeline ACM AECOM More: the full row for AECOM Quarterly shares; oldest 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: 0 shares; 2025Q4: 0 shares 0 $35 <0.01% 0 Amount filed as zero, left out of ratios. Timeline