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: 231,013 shares; 2024Q4: 238,408 shares; 2025Q1: 243,812 shares; 2025Q2: 245,688 shares; 2025Q3: 244,092 shares; 2025Q4: 243,326 shares 243,326 $119M 11.99% -766 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: 462,529 shares; 2024Q4: 458,999 shares; 2025Q1: 457,300 shares; 2025Q2: 458,404 shares; 2025Q3: 456,131 shares; 2025Q4: 460,805 shares 460,805 $88M 8.89% +4,674 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116,937 shares; 2024Q4: 120,679 shares; 2025Q1: 120,965 shares; 2025Q2: 120,556 shares; 2025Q3: 119,053 shares; 2025Q4: 117,900 shares 117,900 $55.8M 5.64% -1,153 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: 220,773 shares; 2024Q4: 222,296 shares; 2025Q1: 216,465 shares; 2025Q2: 215,741 shares; 2025Q3: 207,936 shares; 2025Q4: 207,859 shares 207,859 $43.7M 4.42% -77 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: not reported; 2024Q4: 3,270 shares; 2025Q1: 360,402 shares; 2025Q2: 371,421 shares; 2025Q3: 418,366 shares; 2025Q4: 462,338 shares 462,338 $42.2M 4.27% +43,972 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: 464,824 shares; 2024Q4: 458,322 shares; 2025Q1: 460,971 shares; 2025Q2: 462,926 shares; 2025Q3: 500,335 shares; 2025Q4: 574,332 shares 574,332 $35.9M 3.62% +73,997 Timeline AAUS 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 602,937 shares; 2025Q4: 601,072 shares 601,072 $33.1M 3.35% -1,865 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,512 shares; 2024Q4: 57,273 shares; 2025Q1: 53,524 shares; 2025Q2: 55,441 shares; 2025Q3: 56,284 shares; 2025Q4: 56,123 shares 56,123 $27.1M 2.74% -161 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: 79,396 shares; 2024Q4: 87,225 shares; 2025Q1: 85,127 shares; 2025Q2: 114,757 shares; 2025Q3: 98,474 shares; 2025Q4: 95,637 shares 95,637 $26M 2.63% -2,837 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: 62,289 shares; 2024Q4: 122,718 shares; 2025Q1: 124,151 shares; 2025Q2: 127,444 shares; 2025Q3: 125,605 shares; 2025Q4: 123,954 shares 123,954 $23.1M 2.34% -1,651 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,886 shares; 2024Q4: 26,935 shares; 2025Q1: 26,991 shares; 2025Q2: 29,327 shares; 2025Q3: 29,645 shares; 2025Q4: 29,789 shares 29,789 $20.3M 2.05% +144 Timeline IDEV 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: 139,442 shares; 2024Q4: 171,958 shares; 2025Q1: 172,663 shares; 2025Q2: 199,086 shares; 2025Q3: 203,902 shares; 2025Q4: 207,406 shares 207,406 $17.1M 1.73% +3,504 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: 36,641 shares; 2024Q4: 81,008 shares; 2025Q1: 99,926 shares; 2025Q2: 118,463 shares; 2025Q3: 141,051 shares; 2025Q4: 166,113 shares 166,113 $16.7M 1.68% +25,062 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,466 shares; 2024Q4: 33,456 shares; 2025Q1: 33,545 shares; 2025Q2: 32,605 shares; 2025Q3: 29,188 shares; 2025Q4: 29,238 shares 29,238 $13M 1.31% +50 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,309 shares; 2024Q4: 75,002 shares; 2025Q1: 81,946 shares; 2025Q2: 79,912 shares; 2025Q3: 77,485 shares; 2025Q4: 78,217 shares 78,217 $11.7M 1.18% +732 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: 32,237 shares; 2024Q4: 33,145 shares; 2025Q1: 33,016 shares; 2025Q2: 33,047 shares; 2025Q3: 32,797 shares; 2025Q4: 33,235 shares 33,235 $11.1M 1.13% +438 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: 39,696 shares; 2024Q4: 39,697 shares; 2025Q1: 39,698 shares; 2025Q2: 39,680 shares; 2025Q3: 38,535 shares; 2025Q4: 76,241 shares 76,241 $11M 1.11% +37,706 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,996 shares; 2024Q4: 13,946 shares; 2025Q1: 14,147 shares; 2025Q2: 17,211 shares; 2025Q3: 17,360 shares; 2025Q4: 17,402 shares 17,402 $10.9M 1.1% +42 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: 16,988 shares; 2024Q4: 17,857 shares; 2025Q1: 16,988 shares; 2025Q2: 21,143 shares; 2025Q3: 17,143 shares; 2025Q4: 17,211 shares 17,211 $10.6M 1.07% +68 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,696 shares; 2024Q4: 56,707 shares; 2025Q1: 55,451 shares; 2025Q2: 50,973 shares; 2025Q3: 49,747 shares; 2025Q4: 50,360 shares 50,360 $10.3M 1.04% +613 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,399 shares; 2024Q4: 91,005 shares; 2025Q1: 91,007 shares; 2025Q2: 88,631 shares; 2025Q3: 88,072 shares; 2025Q4: 87,756 shares 87,756 $9.36M 0.95% -316 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: 12,974 shares; 2024Q4: 27,682 shares; 2025Q1: 28,641 shares; 2025Q2: 28,868 shares; 2025Q3: 29,336 shares; 2025Q4: 29,048 shares 29,048 $9.12M 0.92% -288 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: 24,725 shares; 2024Q4: 27,878 shares; 2025Q1: 27,892 shares; 2025Q2: 28,868 shares; 2025Q3: 28,796 shares; 2025Q4: 29,069 shares 29,069 $9.1M 0.92% +273 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: 19,817 shares; 2024Q4: 22,921 shares; 2025Q1: 22,837 shares; 2025Q2: 28,212 shares; 2025Q3: 27,788 shares; 2025Q4: 27,562 shares 27,562 $8.88M 0.9% -226 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,487 shares; 2025Q1: 21,420 shares; 2025Q2: 23,019 shares; 2025Q3: 23,023 shares; 2025Q4: 23,028 shares 23,028 $8.6M 0.87% +5 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,964 shares; 2024Q4: 65,716 shares; 2025Q1: 68,191 shares; 2025Q2: 65,602 shares; 2025Q3: 61,919 shares; 2025Q4: 69,459 shares 69,459 $8.4M 0.85% +7,540 Timeline ARKW ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,137 shares; 2024Q4: 59,564 shares; 2025Q1: 55,588 shares; 2025Q2: 55,345 shares; 2025Q3: 56,091 shares; 2025Q4: 56,039 shares 56,039 $8.28M 0.84% -52 Timeline LPTH LIGHTPATH TECHNOLOGIES INC More: the full row for LIGHTPATH TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,117,405 shares; 2024Q4: 997,405 shares; 2025Q1: 947,405 shares; 2025Q2: 947,405 shares; 2025Q3: 795,605 shares; 2025Q4: 765,605 shares 765,605 $8.27M 0.84% -30,000 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: 79,712 shares; 2024Q4: 80,471 shares; 2025Q1: 82,516 shares; 2025Q2: 82,985 shares; 2025Q3: 83,200 shares; 2025Q4: 89,347 shares 89,347 $7.99M 0.81% +6,147 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,715 shares; 2024Q4: 40,358 shares; 2025Q1: 39,240 shares; 2025Q2: 38,399 shares; 2025Q3: 38,733 shares; 2025Q4: 36,767 shares 36,767 $7.79M 0.79% -1,966 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: 30,297 shares; 2024Q4: 32,106 shares; 2025Q1: 31,278 shares; 2025Q2: 33,176 shares; 2025Q3: 33,755 shares; 2025Q4: 33,500 shares 33,500 $7.73M 0.78% -255 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,961 shares; 2024Q4: 27,452 shares; 2025Q1: 26,493 shares; 2025Q2: 24,944 shares; 2025Q3: 24,868 shares; 2025Q4: 23,935 shares 23,935 $7.23M 0.73% -933 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: 17,718 shares; 2024Q4: 34,076 shares; 2025Q1: 32,556 shares; 2025Q2: 28,245 shares; 2025Q3: 31,504 shares; 2025Q4: 31,528 shares 31,528 $6.52M 0.66% +24 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,123 shares; 2024Q4: 56,715 shares; 2025Q1: 58,086 shares; 2025Q2: 61,398 shares; 2025Q3: 66,385 shares; 2025Q4: 68,524 shares 68,524 $6.52M 0.66% +2,139 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: 10,188 shares; 2024Q4: 24,090 shares; 2025Q1: 24,314 shares; 2025Q2: 24,705 shares; 2025Q3: 24,646 shares; 2025Q4: 28,168 shares 28,168 $6.44M 0.65% +3,522 Timeline AVUV 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: 3,294 shares; 2024Q4: 58,665 shares; 2025Q1: 59,942 shares; 2025Q2: 60,239 shares; 2025Q3: 59,488 shares; 2025Q4: 59,589 shares 59,589 $6.08M 0.61% +101 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: 9,948 shares; 2024Q4: 14,911 shares; 2025Q1: 14,419 shares; 2025Q2: 14,881 shares; 2025Q3: 16,146 shares; 2025Q4: 15,899 shares 15,899 $5.58M 0.56% -247 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,316 shares; 2024Q4: 9,521 shares; 2025Q1: 12,405 shares; 2025Q2: 37,180 shares; 2025Q3: 41,569 shares; 2025Q4: 44,753 shares 44,753 $5.45M 0.55% +3,184 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: 11,689 shares; 2024Q4: 13,277 shares; 2025Q1: 13,807 shares; 2025Q2: 15,121 shares; 2025Q3: 14,531 shares; 2025Q4: 14,123 shares 14,123 $4.89M 0.49% -408 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,180 shares; 2025Q1: 16,804 shares; 2025Q2: 24,876 shares; 2025Q3: 41,088 shares; 2025Q4: 55,428 shares 55,428 $4.73M 0.48% +14,340 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: 6,104 shares; 2024Q4: 6,768 shares; 2025Q1: 6,881 shares; 2025Q2: 7,326 shares; 2025Q3: 7,358 shares; 2025Q4: 7,101 shares 7,101 $4.69M 0.47% -257 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: 14,178 shares; 2024Q4: 11,691 shares; 2025Q1: 11,691 shares; 2025Q2: 11,691 shares; 2025Q3: 11,691 shares; 2025Q4: 11,691 shares 11,691 $4.63M 0.47% 0 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 92,906 shares 92,906 $4.63M 0.47% new Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,927 shares; 2024Q4: 7,999 shares; 2025Q1: 8,177 shares; 2025Q2: 11,141 shares; 2025Q3: 9,645 shares; 2025Q4: 8,547 shares 8,547 $4.3M 0.43% -1,098 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: 30,411 shares; 2024Q4: 30,411 shares; 2025Q1: 27,502 shares; 2025Q2: 40,532 shares; 2025Q3: 27,508 shares; 2025Q4: 27,553 shares 27,553 $4.27M 0.43% +45 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: 24,211 shares; 2024Q4: 34,349 shares; 2025Q1: 35,005 shares; 2025Q2: 34,536 shares; 2025Q3: 34,837 shares; 2025Q4: 35,123 shares 35,123 $4.23M 0.43% +286 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,477 shares; 2024Q4: 21,354 shares; 2025Q1: 22,181 shares; 2025Q2: 39,966 shares; 2025Q3: 42,921 shares; 2025Q4: 45,237 shares 45,237 $4.18M 0.42% +2,316 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: 5,818 shares; 2024Q4: 12,898 shares; 2025Q1: 13,003 shares; 2025Q2: 13,033 shares; 2025Q3: 14,494 shares; 2025Q4: 14,539 shares 14,539 $3.74M 0.38% +45 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: 27,576 shares; 2024Q4: 27,576 shares; 2025Q1: 27,576 shares; 2025Q2: 47,643 shares; 2025Q3: 64,798 shares; 2025Q4: 64,926 shares 64,926 $3.56M 0.36% +128 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: 2,710 shares; 2024Q4: 3,033 shares; 2025Q1: 3,146 shares; 2025Q2: 3,898 shares; 2025Q3: 3,183 shares; 2025Q4: 3,253 shares 3,253 $3.5M 0.35% +70 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,120 shares; 2024Q4: 28,233 shares; 2025Q1: 28,233 shares; 2025Q2: 27,110 shares; 2025Q3: 26,350 shares; 2025Q4: 23,860 shares 23,860 $3.32M 0.34% -2,490 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,649 shares; 2024Q4: 23,609 shares; 2025Q1: 23,717 shares; 2025Q2: 24,076 shares; 2025Q3: 23,129 shares; 2025Q4: 25,898 shares 25,898 $3.24M 0.33% +2,769 Timeline NYM AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 128,740 shares 128,740 $3.22M 0.33% new Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,312 shares; 2024Q4: 25,246 shares; 2025Q1: 25,032 shares; 2025Q2: 25,782 shares; 2025Q3: 23,788 shares; 2025Q4: 22,192 shares 22,192 $3.18M 0.32% -1,596 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,415 shares; 2024Q4: 6,027 shares; 2025Q1: 5,203 shares; 2025Q2: 6,535 shares; 2025Q3: 6,558 shares; 2025Q4: 6,533 shares 6,533 $2.94M 0.3% -25 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,075 shares; 2024Q4: 10,538 shares; 2025Q1: 10,541 shares; 2025Q2: 13,584 shares; 2025Q3: 13,598 shares; 2025Q4: 13,349 shares 13,349 $2.93M 0.3% -249 Timeline FSLY FASTLY INC More: the full row for FASTLY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 294,516 shares; 2024Q4: 294,516 shares; 2025Q1: 273,838 shares; 2025Q2: 273,838 shares; 2025Q3: 273,838 shares; 2025Q4: 273,838 shares 273,838 $2.79M 0.28% 0 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: 16,357 shares; 2024Q4: 76,460 shares; 2025Q1: 77,665 shares; 2025Q2: 77,632 shares; 2025Q3: 82,643 shares; 2025Q4: 82,656 shares 82,656 $2.77M 0.28% +13 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: 13,755 shares; 2024Q4: 13,755 shares; 2025Q1: 13,756 shares; 2025Q2: 13,757 shares; 2025Q3: 11,357 shares; 2025Q4: 22,716 shares 22,716 $2.71M 0.27% +11,359 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,677 shares; 2024Q4: 29,379 shares; 2025Q1: 29,729 shares; 2025Q2: 31,697 shares; 2025Q3: 33,670 shares; 2025Q4: 33,559 shares 33,559 $2.59M 0.26% -111 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,466 shares; 2024Q4: 35,584 shares; 2025Q1: 37,065 shares; 2025Q2: 36,608 shares; 2025Q3: 36,083 shares; 2025Q4: 36,891 shares 36,891 $2.58M 0.26% +808 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: 3,852 shares; 2024Q4: 6,945 shares; 2025Q1: 6,866 shares; 2025Q2: 7,078 shares; 2025Q3: 7,274 shares; 2025Q4: 7,465 shares 7,465 $2.57M 0.26% +191 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,366 shares; 2024Q4: 8,886 shares; 2025Q1: 8,591 shares; 2025Q2: 8,516 shares; 2025Q3: 8,309 shares; 2025Q4: 7,937 shares 7,937 $2.56M 0.26% -372 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: 31,505 shares; 2024Q4: 31,505 shares; 2025Q1: 31,505 shares; 2025Q2: 31,505 shares; 2025Q3: 31,505 shares; 2025Q4: 31,505 shares 31,505 $2.56M 0.26% 0 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: 5,276 shares; 2024Q4: 9,333 shares; 2025Q1: 8,802 shares; 2025Q2: 8,637 shares; 2025Q3: 8,765 shares; 2025Q4: 9,243 shares 9,243 $2.48M 0.25% +478 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,722 shares; 2024Q4: 1,836 shares; 2025Q1: 1,836 shares; 2025Q2: 3,405 shares; 2025Q3: 3,325 shares; 2025Q4: 3,612 shares 3,612 $2.47M 0.25% +287 Timeline SBLK STAR BULK CARRIERS CORP. More: the full row for STAR BULK CARRIERS CORP. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 159,730 shares; 2024Q4: 125,377 shares; 2025Q1: 125,377 shares; 2025Q2: 125,377 shares; 2025Q3: 125,377 shares; 2025Q4: 125,377 shares 125,377 $2.41M 0.24% 0 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,277 shares; 2024Q4: 88,090 shares; 2025Q1: 88,328 shares; 2025Q2: 88,562 shares; 2025Q3: 88,562 shares; 2025Q4: 88,562 shares 88,562 $2.38M 0.24% 0 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,979 shares; 2024Q4: 1,979 shares; 2025Q1: not reported; 2025Q2: 11,052 shares; 2025Q3: 14,516 shares; 2025Q4: 15,142 shares 15,142 $2.34M 0.24% +626 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: 66,906 shares; 2024Q4: 61,351 shares; 2025Q1: 39,632 shares; 2025Q2: 33,589 shares; 2025Q3: 31,938 shares; 2025Q4: 31,446 shares 31,446 $2.29M 0.23% -492 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: 5,288 shares; 2024Q4: 10,364 shares; 2025Q1: 10,453 shares; 2025Q2: 10,561 shares; 2025Q3: 10,929 shares; 2025Q4: 11,299 shares 11,299 $2.2M 0.22% +370 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: 3,485 shares; 2024Q4: 3,685 shares; 2025Q1: 3,770 shares; 2025Q2: 4,039 shares; 2025Q3: 3,786 shares; 2025Q4: 3,691 shares 3,691 $2.11M 0.21% -95 Timeline ESML 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: 34,146 shares; 2024Q4: 33,433 shares; 2025Q1: 34,392 shares; 2025Q2: 44,198 shares; 2025Q3: 46,955 shares; 2025Q4: 45,251 shares 45,251 $2.08M 0.21% -1,704 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: 14,754 shares; 2024Q4: 15,788 shares; 2025Q1: 15,843 shares; 2025Q2: 17,853 shares; 2025Q3: 17,347 shares; 2025Q4: 18,334 shares 18,334 $2.04M 0.21% +987 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: 5,583 shares; 2024Q4: 6,088 shares; 2025Q1: 6,192 shares; 2025Q2: 6,167 shares; 2025Q3: 6,440 shares; 2025Q4: 6,507 shares 6,507 $1.99M 0.2% +67 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,579 shares; 2024Q4: 32,946 shares; 2025Q1: 33,018 shares; 2025Q2: 33,119 shares; 2025Q3: 33,119 shares; 2025Q4: 33,119 shares 33,119 $1.88M 0.19% 0 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,874 shares; 2024Q4: 1,953 shares; 2025Q1: 2,037 shares; 2025Q2: 2,149 shares; 2025Q3: 2,325 shares; 2025Q4: 2,085 shares 2,085 $1.8M 0.18% -240 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,061 shares; 2024Q4: 11,398 shares; 2025Q1: 10,773 shares; 2025Q2: 6,988 shares; 2025Q3: 6,994 shares; 2025Q4: 7,000 shares 7,000 $1.77M 0.18% +6 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: 8,003 shares; 2024Q4: 7,956 shares; 2025Q1: 7,959 shares; 2025Q2: 8,282 shares; 2025Q3: 6,989 shares; 2025Q4: 6,896 shares 6,896 $1.7M 0.17% -93 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,594 shares; 2025Q1: 21,304 shares; 2025Q2: 20,308 shares; 2025Q3: 21,794 shares; 2025Q4: 22,656 shares 22,656 $1.67M 0.17% +862 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,473 shares; 2024Q4: 2,335 shares; 2025Q1: 1,967 shares; 2025Q2: 2,039 shares; 2025Q3: 1,994 shares; 2025Q4: 1,887 shares 1,887 $1.66M 0.17% -107 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: 6,450 shares; 2024Q4: 6,503 shares; 2025Q1: 6,547 shares; 2025Q2: 6,949 shares; 2025Q3: 6,540 shares; 2025Q4: 6,374 shares 6,374 $1.64M 0.17% -166 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,655 shares; 2024Q4: 9,073 shares; 2025Q1: 8,476 shares; 2025Q2: 8,525 shares; 2025Q3: 8,416 shares; 2025Q4: 8,384 shares 8,384 $1.52M 0.15% -32 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,383 shares; 2024Q4: 11,382 shares; 2025Q1: 9,538 shares; 2025Q2: 10,077 shares; 2025Q3: 9,023 shares; 2025Q4: 8,301 shares 8,301 $1.47M 0.15% -722 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: 8,680 shares; 2024Q4: 11,811 shares; 2025Q1: 11,021 shares; 2025Q2: 9,760 shares; 2025Q3: 9,695 shares; 2025Q4: 13,607 shares 13,607 $1.43M 0.14% +3,912 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,062 shares; 2024Q4: 34,746 shares; 2025Q1: 32,583 shares; 2025Q2: 23,976 shares; 2025Q3: 25,980 shares; 2025Q4: 28,281 shares 28,281 $1.42M 0.14% +2,301 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: 838 shares; 2025Q1: 868 shares; 2025Q2: 1,598 shares; 2025Q3: 1,316 shares; 2025Q4: 1,328 shares 1,328 $1.42M 0.14% +12 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: 11,878 shares; 2024Q4: 11,541 shares; 2025Q1: 10,442 shares; 2025Q2: 8,921 shares; 2025Q3: 9,491 shares; 2025Q4: 9,724 shares 9,724 $1.4M 0.14% +233 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,321 shares; 2024Q4: 3,316 shares; 2025Q1: 3,284 shares; 2025Q2: 2,355 shares; 2025Q3: 1,888 shares; 2025Q4: 1,843 shares 1,843 $1.39M 0.14% -45 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,447 shares; 2024Q4: 4,438 shares; 2025Q1: 4,389 shares; 2025Q2: 4,264 shares; 2025Q3: 4,191 shares; 2025Q4: 4,191 shares 4,191 $1.31M 0.13% 0 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: 15,413 shares; 2024Q4: 14,850 shares; 2025Q1: 14,923 shares; 2025Q2: 15,340 shares; 2025Q3: 15,264 shares; 2025Q4: 13,527 shares 13,527 $1.29M 0.13% -1,737 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: 9,273 shares; 2024Q4: 28,898 shares; 2025Q1: 32,780 shares; 2025Q2: 29,785 shares; 2025Q3: 34,303 shares; 2025Q4: 34,636 shares 34,636 $1.28M 0.13% +333 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: 7,390 shares; 2024Q4: 7,354 shares; 2025Q1: 7,353 shares; 2025Q2: 7,403 shares; 2025Q3: 6,740 shares; 2025Q4: 6,545 shares 6,545 $1.21M 0.12% -195 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: 5,138 shares; 2024Q4: 4,592 shares; 2025Q1: 4,216 shares; 2025Q2: 3,554 shares; 2025Q3: 4,034 shares; 2025Q4: 3,635 shares 3,635 $1.2M 0.12% -399 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,225 shares; 2024Q4: 6,852 shares; 2025Q1: 7,176 shares; 2025Q2: 8,703 shares; 2025Q3: 7,569 shares; 2025Q4: 7,456 shares 7,456 $1.2M 0.12% -113 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,628 shares; 2024Q4: 1,622 shares; 2025Q1: 1,601 shares; 2025Q2: 1,493 shares; 2025Q3: 1,940 shares; 2025Q4: 2,040 shares 2,040 $1.18M 0.12% +100 Timeline AIQ 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: 21,182 shares; 2024Q4: 21,429 shares; 2025Q1: 22,322 shares; 2025Q2: 22,578 shares; 2025Q3: 22,980 shares; 2025Q4: 22,980 shares 22,980 $1.17M 0.12% 0 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: 11,044 shares; 2024Q4: 11,044 shares; 2025Q1: 11,044 shares; 2025Q2: 11,044 shares; 2025Q3: 11,044 shares; 2025Q4: 11,044 shares 11,044 $1.13M 0.11% 0 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: 5,448 shares; 2024Q4: 5,567 shares; 2025Q1: 5,530 shares; 2025Q2: 5,631 shares; 2025Q3: 5,533 shares; 2025Q4: 5,855 shares 5,855 $1.07M 0.11% +322 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,740 shares; 2024Q4: 4,837 shares; 2025Q1: 4,892 shares; 2025Q2: 4,527 shares; 2025Q3: 4,556 shares; 2025Q4: 4,583 shares 4,583 $1.06M 0.11% +27 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: 1,544 shares; 2024Q4: 1,498 shares; 2025Q1: 1,518 shares; 2025Q2: 1,484 shares; 2025Q3: 1,332 shares; 2025Q4: 1,264 shares 1,264 $1.04M 0.1% -68 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,284 shares; 2024Q4: 7,377 shares; 2025Q1: 7,459 shares; 2025Q2: 7,253 shares; 2025Q3: 7,273 shares; 2025Q4: 7,676 shares 7,676 $1.02M 0.1% +403 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: 17,891 shares; 2024Q4: 18,495 shares; 2025Q1: 17,290 shares; 2025Q2: 18,042 shares; 2025Q3: 17,568 shares; 2025Q4: 18,121 shares 18,121 $997K 0.1% +553 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: 1,581 shares; 2024Q4: 1,689 shares; 2025Q1: 1,682 shares; 2025Q2: 1,633 shares; 2025Q3: 1,615 shares; 2025Q4: 1,689 shares 1,689 $967K 0.1% +74 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,140 shares; 2025Q1: 5,427 shares; 2025Q2: 5,454 shares; 2025Q3: 5,764 shares; 2025Q4: 5,779 shares 5,779 $934K 0.09% +15 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: 999 shares; 2024Q4: 1,043 shares; 2025Q1: 1,081 shares; 2025Q2: 1,168 shares; 2025Q3: 1,186 shares; 2025Q4: 9,946 shares 9,946 $933K 0.09% +8,760 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,786 shares; 2024Q4: 3,022 shares; 2025Q1: 3,109 shares; 2025Q2: 3,016 shares; 2025Q3: 3,545 shares; 2025Q4: 3,540 shares 3,540 $929K 0.09% -5 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,188 shares; 2025Q1: 18,214 shares; 2025Q2: 18,340 shares; 2025Q3: 18,366 shares; 2025Q4: 18,392 shares 18,392 $912K 0.09% +26 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,492 shares; 2024Q4: 2,583 shares; 2025Q1: 2,580 shares; 2025Q2: 2,634 shares; 2025Q3: 2,619 shares; 2025Q4: 2,588 shares 2,588 $910K 0.09% -31 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,536 shares; 2024Q4: 8,549 shares; 2025Q1: 8,849 shares; 2025Q2: 8,864 shares; 2025Q3: 8,864 shares; 2025Q4: 9,458 shares 9,458 $908K 0.09% +594 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: 2,059 shares; 2024Q4: 2,104 shares; 2025Q1: 2,245 shares; 2025Q2: 3,019 shares; 2025Q3: 3,003 shares; 2025Q4: 3,039 shares 3,039 $900K 0.09% +36 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: 2,342 shares; 2024Q4: 2,425 shares; 2025Q1: 2,541 shares; 2025Q2: 2,843 shares; 2025Q3: 2,687 shares; 2025Q4: 2,878 shares 2,878 $886K 0.09% +191 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,619 shares; 2024Q4: 13,112 shares; 2025Q1: 11,463 shares; 2025Q2: 11,270 shares; 2025Q3: 11,270 shares; 2025Q4: 11,270 shares 11,270 $867K 0.09% 0 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: 1,689 shares; 2024Q4: 2,460 shares; 2025Q1: 2,422 shares; 2025Q2: 3,358 shares; 2025Q3: 3,442 shares; 2025Q4: 3,584 shares 3,584 $864K 0.09% +142 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: 6,870 shares; 2025Q1: 8,754 shares; 2025Q2: 11,617 shares; 2025Q3: 14,786 shares; 2025Q4: 16,909 shares 16,909 $840K 0.08% +2,123 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,262 shares; 2024Q4: 33,071 shares; 2025Q1: 33,095 shares; 2025Q2: 33,116 shares; 2025Q3: 33,116 shares; 2025Q4: 25,394 shares 25,394 $828K 0.08% -7,722 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: 4,177 shares; 2024Q4: 4,064 shares; 2025Q1: 4,515 shares; 2025Q2: 4,087 shares; 2025Q3: 3,955 shares; 2025Q4: 3,833 shares 3,833 $821K 0.08% -122 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: 10,698 shares; 2024Q4: 10,728 shares; 2025Q1: 8,887 shares; 2025Q2: 8,915 shares; 2025Q3: 5,652 shares; 2025Q4: 5,652 shares 5,652 $811K 0.08% 0 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,291 shares; 2024Q4: 5,274 shares; 2025Q1: 4,822 shares; 2025Q2: 4,557 shares; 2025Q3: 4,446 shares; 2025Q4: 4,147 shares 4,147 $809K 0.08% -299 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: not reported; 2024Q4: 4,952 shares; 2025Q1: 3,863 shares; 2025Q2: 4,570 shares; 2025Q3: 4,650 shares; 2025Q4: 4,520 shares 4,520 $803K 0.08% -130 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: 4,769 shares; 2024Q4: 5,359 shares; 2025Q1: 5,692 shares; 2025Q2: 4,748 shares; 2025Q3: 5,129 shares; 2025Q4: 5,201 shares 5,201 $793K 0.08% +72 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,456 shares; 2024Q4: 2,474 shares; 2025Q1: 2,754 shares; 2025Q2: 2,829 shares; 2025Q3: 3,361 shares; 2025Q4: 3,372 shares 3,372 $768K 0.08% +11 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,947 shares; 2024Q4: 4,498 shares; 2025Q1: 4,549 shares; 2025Q2: 4,743 shares; 2025Q3: 4,750 shares; 2025Q4: 4,750 shares 4,750 $760K 0.08% 0 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares 1 $755K 0.08% 0 Timeline VIOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,345 shares; 2024Q4: 10,689 shares; 2025Q1: 10,731 shares; 2025Q2: 8,017 shares; 2025Q3: 7,868 shares; 2025Q4: 7,557 shares 7,557 $739K 0.07% -311 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,523 shares; 2024Q4: 5,615 shares; 2025Q1: 5,791 shares; 2025Q2: 6,016 shares; 2025Q3: 5,942 shares; 2025Q4: 5,996 shares 5,996 $700K 0.07% +54 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,849 shares; 2024Q4: 4,919 shares; 2025Q1: 4,894 shares; 2025Q2: 4,942 shares; 2025Q3: 5,438 shares; 2025Q4: 5,396 shares 5,396 $696K 0.07% -42 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,577 shares; 2024Q4: 1,612 shares; 2025Q1: 1,865 shares; 2025Q2: 1,790 shares; 2025Q3: 1,781 shares; 2025Q4: 1,631 shares 1,631 $696K 0.07% -150 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,949 shares; 2024Q4: not reported; 2025Q1: 2,364 shares; 2025Q2: 2,220 shares; 2025Q3: 2,213 shares; 2025Q4: 2,392 shares 2,392 $683K 0.07% +179 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,948 shares; 2025Q3: 2,811 shares; 2025Q4: 2,810 shares 2,810 $681K 0.07% -1 Timeline III INFORMATION SVCS GROUP INC More: the full row for INFORMATION SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 143,575 shares; 2024Q4: 143,575 shares; 2025Q1: 143,575 shares; 2025Q2: 127,575 shares; 2025Q3: 115,575 shares; 2025Q4: 115,575 shares 115,575 $668K 0.07% 0 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,128 shares; 2024Q4: 3,149 shares; 2025Q1: 2,556 shares; 2025Q2: 3,683 shares; 2025Q3: 4,774 shares; 2025Q4: 6,163 shares 6,163 $658K 0.07% +1,389 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,052 shares; 2024Q4: 2,053 shares; 2025Q1: 2,054 shares; 2025Q2: 2,054 shares; 2025Q3: 2,054 shares; 2025Q4: 2,056 shares 2,056 $647K 0.07% +2 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,375 shares; 2024Q4: 6,853 shares; 2025Q1: 7,098 shares; 2025Q2: 6,834 shares; 2025Q3: 6,895 shares; 2025Q4: 6,919 shares 6,919 $645K 0.07% +24 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: 2,131 shares; 2024Q4: 2,178 shares; 2025Q1: 1,761 shares; 2025Q2: 2,430 shares; 2025Q3: 1,940 shares; 2025Q4: 1,741 shares 1,741 $644K 0.07% -199 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: 3,466 shares; 2025Q1: 3,795 shares; 2025Q2: 3,595 shares; 2025Q3: 3,675 shares; 2025Q4: 3,710 shares 3,710 $635K 0.06% +35 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: 4,778 shares; 2024Q4: 4,700 shares; 2025Q1: 4,510 shares; 2025Q2: 4,482 shares; 2025Q3: 4,482 shares; 2025Q4: 5,128 shares 5,128 $616K 0.06% +646 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: 3,357 shares; 2024Q4: 3,358 shares; 2025Q1: 3,359 shares; 2025Q2: 7,946 shares; 2025Q3: 6,352 shares; 2025Q4: 6,365 shares 6,365 $613K 0.06% +13 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,551 shares; 2024Q4: 4,246 shares; 2025Q1: 4,286 shares; 2025Q2: 3,905 shares; 2025Q3: 3,880 shares; 2025Q4: 4,013 shares 4,013 $607K 0.06% +133 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: 21,170 shares; 2024Q4: 28,008 shares; 2025Q1: 21,891 shares; 2025Q2: 22,838 shares; 2025Q3: 25,411 shares; 2025Q4: 24,263 shares 24,263 $603K 0.06% -1,148 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,265 shares; 2024Q4: 5,413 shares; 2025Q1: 5,635 shares; 2025Q2: 5,951 shares; 2025Q3: 5,980 shares; 2025Q4: 5,969 shares 5,969 $596K 0.06% -11 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: 4,552 shares; 2024Q4: 5,050 shares; 2025Q1: 4,876 shares; 2025Q2: 4,791 shares; 2025Q3: 4,701 shares; 2025Q4: 4,562 shares 4,562 $595K 0.06% -139 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: 2,727 shares; 2024Q4: 3,077 shares; 2025Q1: 2,913 shares; 2025Q2: 3,622 shares; 2025Q3: 3,495 shares; 2025Q4: 3,459 shares 3,459 $592K 0.06% -36 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: 2,218 shares; 2024Q4: 2,336 shares; 2025Q1: 2,325 shares; 2025Q2: 2,681 shares; 2025Q3: 2,264 shares; 2025Q4: 2,198 shares 2,198 $582K 0.06% -66 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: 5,624 shares; 2024Q4: 5,857 shares; 2025Q1: 5,271 shares; 2025Q2: 4,928 shares; 2025Q3: 4,730 shares; 2025Q4: 5,110 shares 5,110 $581K 0.06% +380 Timeline SUSL 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: 4,719 shares; 2025Q3: 4,731 shares; 2025Q4: 4,745 shares 4,745 $575K 0.06% +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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,029 shares; 2025Q3: 6,052 shares; 2025Q4: 6,076 shares 6,076 $572K 0.06% +24 Timeline CVLC MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,671 shares; 2025Q3: 6,687 shares; 2025Q4: 6,710 shares 6,710 $565K 0.06% +23 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: 602 shares; 2024Q4: 617 shares; 2025Q1: 618 shares; 2025Q2: 652 shares; 2025Q3: 630 shares; 2025Q4: 637 shares 637 $560K 0.06% +7 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: 3,013 shares; 2024Q4: 3,462 shares; 2025Q1: 3,384 shares; 2025Q2: 3,503 shares; 2025Q3: 3,568 shares; 2025Q4: 3,580 shares 3,580 $550K 0.06% +12 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 807 shares; 2025Q3: 771 shares; 2025Q4: 839 shares 839 $548K 0.06% +68 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: 4,372 shares; 2024Q4: 4,372 shares; 2025Q1: 4,372 shares; 2025Q2: 4,372 shares; 2025Q3: 4,372 shares; 2025Q4: 4,372 shares 4,372 $539K 0.05% 0 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 917 shares; 2025Q1: 863 shares; 2025Q2: 742 shares; 2025Q3: 776 shares; 2025Q4: 789 shares 789 $532K 0.05% +13 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: 8,075 shares; 2024Q4: 8,428 shares; 2025Q1: 8,372 shares; 2025Q2: 8,414 shares; 2025Q3: 6,418 shares; 2025Q4: 6,605 shares 6,605 $530K 0.05% +187 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: 6,480 shares; 2024Q4: 6,539 shares; 2025Q1: 6,609 shares; 2025Q2: 6,701 shares; 2025Q3: 5,416 shares; 2025Q4: 6,025 shares 6,025 $528K 0.05% +609 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,417 shares; 2024Q4: 6,439 shares; 2025Q1: 6,460 shares; 2025Q2: 6,479 shares; 2025Q3: 6,499 shares; 2025Q4: 6,518 shares 6,518 $523K 0.05% +19 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: 12,088 shares; 2024Q4: 12,139 shares; 2025Q1: 12,172 shares; 2025Q2: 8,465 shares; 2025Q3: 7,659 shares; 2025Q4: 7,659 shares 7,659 $505K 0.05% 0 Timeline DHS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,262 shares; 2024Q4: 5,262 shares; 2025Q1: 5,262 shares; 2025Q2: 5,262 shares; 2025Q3: 5,159 shares; 2025Q4: 4,960 shares 4,960 $505K 0.05% -199 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,383 shares; 2024Q4: 1,400 shares; 2025Q1: 1,427 shares; 2025Q2: 1,388 shares; 2025Q3: 1,401 shares; 2025Q4: 1,422 shares 1,422 $502K 0.05% +21 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: 1,622 shares; 2024Q4: 1,655 shares; 2025Q1: 1,628 shares; 2025Q2: 1,704 shares; 2025Q3: 1,711 shares; 2025Q4: 1,720 shares 1,720 $497K 0.05% +9 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: 980 shares; 2024Q4: 1,010 shares; 2025Q1: 1,000 shares; 2025Q2: 993 shares; 2025Q3: 990 shares; 2025Q4: 964 shares 964 $492K 0.05% -26 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,087 shares; 2024Q4: 24,361 shares; 2025Q1: 24,433 shares; 2025Q2: 18,009 shares; 2025Q3: 16,264 shares; 2025Q4: 16,264 shares 16,264 $489K 0.05% 0 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: 4,242 shares; 2024Q4: 4,310 shares; 2025Q1: 4,301 shares; 2025Q2: 4,408 shares; 2025Q3: 4,345 shares; 2025Q4: 4,408 shares 4,408 $486K 0.05% +63 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: 648 shares; 2024Q4: 709 shares; 2025Q1: 781 shares; 2025Q2: 757 shares; 2025Q3: 738 shares; 2025Q4: 726 shares 726 $481K 0.05% -12 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,098 shares; 2025Q1: 3,309 shares; 2025Q2: 3,690 shares; 2025Q3: 3,380 shares; 2025Q4: 3,538 shares 3,538 $478K 0.05% +158 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: 3,500 shares; 2024Q4: 3,522 shares; 2025Q1: 3,519 shares; 2025Q2: 3,542 shares; 2025Q3: 3,522 shares; 2025Q4: 3,418 shares 3,418 $471K 0.05% -104 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: 2,104 shares; 2024Q4: 2,138 shares; 2025Q1: 2,138 shares; 2025Q2: 1,911 shares; 2025Q3: 1,930 shares; 2025Q4: 1,890 shares 1,890 $465K 0.05% -40 Timeline BOXX 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: 3,470 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,626 shares; 2025Q4: 4,043 shares 4,043 $465K 0.05% +1,417 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: 4,393 shares; 2024Q4: 3,578 shares; 2025Q1: 4,631 shares; 2025Q2: 5,216 shares; 2025Q3: 5,395 shares; 2025Q4: 5,664 shares 5,664 $463K 0.05% +269 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: 1,811 shares; 2024Q4: 1,829 shares; 2025Q1: 1,786 shares; 2025Q2: 1,760 shares; 2025Q3: 1,781 shares; 2025Q4: 1,782 shares 1,782 $460K 0.05% +1 Timeline CRBN 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: 1,108 shares; 2024Q4: 1,931 shares; 2025Q1: 1,931 shares; 2025Q2: 1,938 shares; 2025Q3: 1,938 shares; 2025Q4: 1,961 shares 1,961 $452K 0.05% +23 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: 14,664 shares; 2024Q4: 14,701 shares; 2025Q1: 14,134 shares; 2025Q2: 12,376 shares; 2025Q3: 12,408 shares; 2025Q4: 12,418 shares 12,418 $450K 0.05% +10 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,620 shares; 2024Q4: 1,614 shares; 2025Q1: 1,719 shares; 2025Q2: 1,619 shares; 2025Q3: 1,278 shares; 2025Q4: 1,375 shares 1,375 $450K 0.05% +97 Timeline NUSC NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,964 shares; 2024Q4: 20,271 shares; 2025Q1: 19,882 shares; 2025Q2: 10,820 shares; 2025Q3: 10,820 shares; 2025Q4: 10,075 shares 10,075 $450K 0.05% -745 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: 922 shares; 2024Q4: 956 shares; 2025Q1: 982 shares; 2025Q2: 1,017 shares; 2025Q3: 962 shares; 2025Q4: 960 shares 960 $447K 0.05% -2 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: 4,079 shares; 2024Q4: 4,106 shares; 2025Q1: 4,140 shares; 2025Q2: 4,114 shares; 2025Q3: 4,055 shares; 2025Q4: 3,943 shares 3,943 $442K 0.04% -112 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: 555 shares; 2024Q4: 606 shares; 2025Q1: 584 shares; 2025Q2: 727 shares; 2025Q3: 519 shares; 2025Q4: 780 shares 780 $442K 0.04% +261 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: 4,639 shares; 2024Q4: 4,800 shares; 2025Q1: 4,495 shares; 2025Q2: 4,467 shares; 2025Q3: 4,397 shares; 2025Q4: 4,244 shares 4,244 $435K 0.04% -153 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: not reported; 2024Q4: 7,373 shares; 2025Q1: 7,486 shares; 2025Q2: 10,650 shares; 2025Q3: 7,358 shares; 2025Q4: 7,471 shares 7,471 $431K 0.04% +113 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,918 shares; 2024Q4: 3,088 shares; 2025Q1: 2,969 shares; 2025Q2: 2,744 shares; 2025Q3: 2,685 shares; 2025Q4: 2,733 shares 2,733 $421K 0.04% +48 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,494 shares; 2024Q4: 7,470 shares; 2025Q1: 7,653 shares; 2025Q2: 6,247 shares; 2025Q3: 7,380 shares; 2025Q4: 7,197 shares 7,197 $420K 0.04% -183 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,348 shares; 2024Q4: 1,406 shares; 2025Q1: 1,395 shares; 2025Q2: 1,579 shares; 2025Q3: 1,585 shares; 2025Q4: 1,541 shares 1,541 $418K 0.04% -44 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,383 shares; 2024Q4: 1,418 shares; 2025Q1: 1,407 shares; 2025Q2: 1,447 shares; 2025Q3: 1,430 shares; 2025Q4: 1,442 shares 1,442 $414K 0.04% +12 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: 439 shares; 2024Q4: 832 shares; 2025Q1: 845 shares; 2025Q2: 849 shares; 2025Q3: 842 shares; 2025Q4: 2,640 shares 2,640 $404K 0.04% +1,798 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,594 shares; 2024Q4: 1,670 shares; 2025Q1: 923 shares; 2025Q2: 964 shares; 2025Q3: 851 shares; 2025Q4: 770 shares 770 $402K 0.04% -81 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,141 shares; 2025Q3: 3,076 shares; 2025Q4: 5,239 shares 5,239 $399K 0.04% +2,163 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,570 shares; 2024Q4: 3,007 shares; 2025Q1: 3,073 shares; 2025Q2: 3,036 shares; 2025Q3: 3,048 shares; 2025Q4: 3,250 shares 3,250 $399K 0.04% +202 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,487 shares; 2024Q4: 2,806 shares; 2025Q1: 2,820 shares; 2025Q2: 3,411 shares; 2025Q3: 3,456 shares; 2025Q4: 3,393 shares 3,393 $398K 0.04% -63 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,153 shares; 2024Q4: 1,176 shares; 2025Q1: 1,255 shares; 2025Q2: 1,315 shares; 2025Q3: 1,327 shares; 2025Q4: 1,241 shares 1,241 $395K 0.04% -86 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 358 shares; 2025Q2: 338 shares; 2025Q3: 324 shares; 2025Q4: 325 shares 325 $395K 0.04% +1 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,431 shares; 2024Q4: 3,431 shares; 2025Q1: 3,431 shares; 2025Q2: 8,063 shares; 2025Q3: 3,131 shares; 2025Q4: 2,059 shares 2,059 $394K 0.04% -1,072 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 728 shares; 2024Q4: 757 shares; 2025Q1: 652 shares; 2025Q2: 666 shares; 2025Q3: 676 shares; 2025Q4: 676 shares 676 $386K 0.04% 0 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: 4,049 shares; 2024Q4: 4,307 shares; 2025Q1: 4,559 shares; 2025Q2: 4,176 shares; 2025Q3: 4,205 shares; 2025Q4: 4,387 shares 4,387 $383K 0.04% +182 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,683 shares; 2024Q4: 1,655 shares; 2025Q1: 1,678 shares; 2025Q2: 1,749 shares; 2025Q3: 1,643 shares; 2025Q4: 1,720 shares 1,720 $378K 0.04% +77 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: 15,250 shares; 2024Q4: 10,702 shares; 2025Q1: 9,506 shares; 2025Q2: 13,331 shares; 2025Q3: 12,512 shares; 2025Q4: 15,110 shares 15,110 $376K 0.04% +2,598 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: not reported; 2024Q4: 3,284 shares; 2025Q1: 3,442 shares; 2025Q2: 3,305 shares; 2025Q3: 3,322 shares; 2025Q4: 3,225 shares 3,225 $374K 0.04% -97 Timeline NUDM NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,138 shares; 2025Q1: 13,138 shares; 2025Q2: 9,665 shares; 2025Q3: 9,665 shares; 2025Q4: 10,095 shares 10,095 $366K 0.04% +430 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 50 shares; 2025Q1: 54 shares; 2025Q2: 63 shares; 2025Q3: 61 shares; 2025Q4: 68 shares 68 $364K 0.04% +7 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,759 shares; 2024Q4: 4,495 shares; 2025Q1: 4,591 shares; 2025Q2: 4,594 shares; 2025Q3: 4,681 shares; 2025Q4: 4,757 shares 4,757 $359K 0.04% +76 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: not reported; 2024Q4: 492 shares; 2025Q1: 565 shares; 2025Q2: 489 shares; 2025Q3: 440 shares; 2025Q4: 433 shares 433 $350K 0.04% -7 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,910 shares; 2024Q4: 4,964 shares; 2025Q1: 5,040 shares; 2025Q2: 4,590 shares; 2025Q3: 4,421 shares; 2025Q4: 4,160 shares 4,160 $349K 0.04% -261 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: 5,227 shares; 2024Q4: 4,828 shares; 2025Q1: 5,241 shares; 2025Q2: 3,275 shares; 2025Q3: 4,189 shares; 2025Q4: 4,125 shares 4,125 $347K 0.04% -64 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,611 shares; 2024Q4: 1,611 shares; 2025Q1: 1,611 shares; 2025Q2: 1,727 shares; 2025Q3: 1,727 shares; 2025Q4: 1,700 shares 1,700 $338K 0.03% -27 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: 1,479 shares; 2024Q4: 1,511 shares; 2025Q1: 1,470 shares; 2025Q2: 1,570 shares; 2025Q3: 1,571 shares; 2025Q4: 1,596 shares 1,596 $333K 0.03% +25 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 627 shares; 2025Q1: not reported; 2025Q2: 640 shares; 2025Q3: 645 shares; 2025Q4: 645 shares 645 $329K 0.03% 0 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,024 shares; 2024Q4: 2,054 shares; 2025Q1: 2,063 shares; 2025Q2: 1,984 shares; 2025Q3: 1,997 shares; 2025Q4: 1,984 shares 1,984 $319K 0.03% -13 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: 9,278 shares; 2024Q4: 8,951 shares; 2025Q1: 9,758 shares; 2025Q2: 10,263 shares; 2025Q3: 9,266 shares; 2025Q4: 7,790 shares 7,790 $317K 0.03% -1,476 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,738 shares; 2024Q4: 4,021 shares; 2025Q1: 3,690 shares; 2025Q2: 3,833 shares; 2025Q3: 3,577 shares; 2025Q4: 4,000 shares 4,000 $316K 0.03% +423 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,822 shares; 2024Q4: 3,839 shares; 2025Q1: 3,884 shares; 2025Q2: 4,142 shares; 2025Q3: 3,924 shares; 2025Q4: 3,924 shares 3,924 $307K 0.03% 0 Timeline NYF 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: 6,247 shares; 2024Q4: 8,850 shares; 2025Q1: 8,850 shares; 2025Q2: not reported; 2025Q3: 5,724 shares; 2025Q4: 5,724 shares 5,724 $306K 0.03% 0 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,773 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,774 shares; 2025Q4: 3,765 shares 3,765 $306K 0.03% -9 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: 3,552 shares; 2024Q4: 3,552 shares; 2025Q1: 3,552 shares; 2025Q2: 3,552 shares; 2025Q3: 3,082 shares; 2025Q4: 2,847 shares 2,847 $305K 0.03% -235 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: 792 shares; 2024Q4: 1,675 shares; 2025Q1: 1,629 shares; 2025Q2: 1,488 shares; 2025Q3: 1,552 shares; 2025Q4: 1,631 shares 1,631 $300K 0.03% +79 Timeline FIW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,902 shares; 2024Q4: 5,902 shares; 2025Q1: 4,934 shares; 2025Q2: 3,070 shares; 2025Q3: 3,070 shares; 2025Q4: 2,622 shares 2,622 $285K 0.03% -448 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 693 shares; 2024Q4: 692 shares; 2025Q1: 755 shares; 2025Q2: 733 shares; 2025Q3: 733 shares; 2025Q4: 729 shares 729 $284K 0.03% -4 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 854 shares; 2025Q4: 802 shares 802 $283K 0.03% -52 Timeline PHO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,055 shares; 2024Q4: 9,055 shares; 2025Q1: 7,560 shares; 2025Q2: 4,680 shares; 2025Q3: 4,680 shares; 2025Q4: 3,981 shares 3,981 $280K 0.03% -699 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: 1,238 shares; 2024Q4: 1,286 shares; 2025Q1: 1,378 shares; 2025Q2: 1,452 shares; 2025Q3: 1,416 shares; 2025Q4: 1,366 shares 1,366 $277K 0.03% -50 Timeline VIOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,551 shares; 2024Q4: 2,616 shares; 2025Q1: 2,482 shares; 2025Q2: 2,482 shares; 2025Q3: 2,432 shares; 2025Q4: 2,267 shares 2,267 $275K 0.03% -165 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,316 shares; 2024Q4: 2,836 shares; 2025Q1: 1,722 shares; 2025Q2: 1,726 shares; 2025Q3: 1,726 shares; 2025Q4: 1,726 shares 1,726 $270K 0.03% 0 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: 2,131 shares; 2024Q4: 2,110 shares; 2025Q1: 1,905 shares; 2025Q2: 1,122 shares; 2025Q3: not reported; 2025Q4: 1,169 shares 1,169 $268K 0.03% new Timeline ACV VIRTUS DIVERSIFIED INCM & CO More: the full row for VIRTUS DIVERSIFIED INCM & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,051 shares; 2025Q4: 10,051 shares 10,051 $264K 0.03% -2,000 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: 2,752 shares; 2024Q4: 3,124 shares; 2025Q1: 4,014 shares; 2025Q2: 2,766 shares; 2025Q3: 2,816 shares; 2025Q4: 2,720 shares 2,720 $261K 0.03% -96 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 779 shares; 2025Q3: 785 shares; 2025Q4: 842 shares 842 $261K 0.03% +57 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: 568 shares; 2024Q4: 548 shares; 2025Q1: 762 shares; 2025Q2: 637 shares; 2025Q3: 554 shares; 2025Q4: 576 shares 576 $261K 0.03% +22 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,055 shares; 2025Q4: 1,974 shares 1,974 $259K 0.03% -81 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 246 shares; 2024Q4: 253 shares; 2025Q1: 255 shares; 2025Q2: 251 shares; 2025Q3: 253 shares; 2025Q4: 253 shares 253 $256K 0.03% 0 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: 1,445 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,636 shares; 2025Q3: 1,567 shares; 2025Q4: 1,561 shares 1,561 $254K 0.03% -6 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,205 shares; 2025Q3: 1,213 shares; 2025Q4: 1,227 shares 1,227 $252K 0.03% +14 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,315 shares; 2025Q4: 4,354 shares 4,354 $249K 0.03% +39 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,119 shares; 2025Q1: 9,003 shares; 2025Q2: 9,377 shares; 2025Q3: 9,071 shares; 2025Q4: 8,977 shares 8,977 $247K 0.02% -94 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,141 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,243 shares; 2025Q3: 1,161 shares; 2025Q4: 1,132 shares 1,132 $246K 0.02% -29 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,617 shares; 2024Q4: 1,743 shares; 2025Q1: 1,728 shares; 2025Q2: 1,574 shares; 2025Q3: 1,409 shares; 2025Q4: 1,096 shares 1,096 $245K 0.02% -313 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 708 shares; 2025Q1: not reported; 2025Q2: 748 shares; 2025Q3: 762 shares; 2025Q4: 770 shares 770 $241K 0.02% +8 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,480 shares; 2025Q4: 1,477 shares 1,477 $240K 0.02% -3 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: 623 shares; 2024Q4: 622 shares; 2025Q1: 568 shares; 2025Q2: 543 shares; 2025Q3: 511 shares; 2025Q4: 496 shares 496 $240K 0.02% -15 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: 2,916 shares; 2024Q4: 2,918 shares; 2025Q1: 2,928 shares; 2025Q2: 3,136 shares; 2025Q3: 3,142 shares; 2025Q4: 2,891 shares 2,891 $240K 0.02% -251 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: 3,413 shares; 2024Q4: 3,421 shares; 2025Q1: 3,425 shares; 2025Q2: 2,436 shares; 2025Q3: 2,440 shares; 2025Q4: 2,445 shares 2,445 $237K 0.02% +5 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: 1,167 shares; 2024Q4: 1,366 shares; 2025Q1: 1,337 shares; 2025Q2: 1,232 shares; 2025Q3: 925 shares; 2025Q4: 670 shares 670 $234K 0.02% -255 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: 1,721 shares; 2024Q4: 1,723 shares; 2025Q1: 1,724 shares; 2025Q2: 1,726 shares; 2025Q3: 682 shares; 2025Q4: 684 shares 684 $234K 0.02% +2 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest 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: 928 shares; 2025Q4: 846 shares 846 $233K 0.02% -82 Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,012 shares; 2024Q4: 7,012 shares; 2025Q1: 7,012 shares; 2025Q2: 6,292 shares; 2025Q3: 6,292 shares; 2025Q4: 5,160 shares 5,160 $232K 0.02% -1,132 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,800 shares; 2024Q4: 3,800 shares; 2025Q1: 3,800 shares; 2025Q2: 3,800 shares; 2025Q3: 3,800 shares; 2025Q4: 3,800 shares 3,800 $227K 0.02% 0 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,216 shares; 2024Q4: 2,022 shares; 2025Q1: 2,032 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,268 shares 2,268 $225K 0.02% new Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,458 shares; 2024Q4: 8,546 shares; 2025Q1: 8,592 shares; 2025Q2: 8,084 shares; 2025Q3: 4,168 shares; 2025Q4: 4,217 shares 4,217 $223K 0.02% +49 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 474 shares; 2025Q3: 507 shares; 2025Q4: 474 shares 474 $222K 0.02% -33 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: not reported; 2024Q4: not reported; 2025Q1: 1,940 shares; 2025Q2: not reported; 2025Q3: 1,912 shares; 2025Q4: 1,908 shares 1,908 $220K 0.02% -4 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,114 shares; 2025Q3: 8,999 shares; 2025Q4: 9,146 shares 9,146 $220K 0.02% +147 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,596 shares; 2024Q4: 5,697 shares; 2025Q1: 5,301 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,040 shares 4,040 $218K 0.02% new Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,483 shares; 2024Q4: 3,502 shares; 2025Q1: 3,515 shares; 2025Q2: 1,634 shares; 2025Q3: 1,641 shares; 2025Q4: 1,651 shares 1,651 $217K 0.02% +10 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,251 shares 1,251 $216K 0.02% new Timeline OCUL OCULAR THERAPEUTIX INC More: the full row for OCULAR THERAPEUTIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,600 shares; 2024Q4: 17,600 shares; 2025Q1: 17,600 shares; 2025Q2: 17,600 shares; 2025Q3: 17,600 shares; 2025Q4: 17,600 shares 17,600 $214K 0.02% 0 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: 2,133 shares; 2024Q4: 2,294 shares; 2025Q1: 2,321 shares; 2025Q2: 1,854 shares; 2025Q3: 1,377 shares; 2025Q4: 1,223 shares 1,223 $212K 0.02% -154 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,357 shares; 2025Q3: 2,357 shares; 2025Q4: 2,163 shares 2,163 $210K 0.02% -194 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,439 shares; 2025Q4: 4,914 shares 4,914 $210K 0.02% +2,475 Timeline DOL WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,103 shares 3,103 $204K 0.02% new Timeline NBSD 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: 3,943 shares; 2025Q4: 3,990 shares 3,990 $204K 0.02% +47 Timeline VTWG 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: 883 shares; 2025Q4: 864 shares 864 $204K 0.02% -19 Timeline PANL PANGAEA LOGISTICS SOLUTION L More: the full row for PANGAEA LOGISTICS SOLUTION L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 23,077 shares; 2025Q2: 23,077 shares; 2025Q3: 23,077 shares; 2025Q4: 23,077 shares 23,077 $159K 0.02% 0 Timeline SFL SFL CORPORATION LTD More: the full row for SFL CORPORATION LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,896 shares; 2024Q4: 10,896 shares; 2025Q1: 12,647 shares; 2025Q2: 12,647 shares; 2025Q3: 12,647 shares; 2025Q4: 12,647 shares 12,647 $98.8K 0.01% 0 Timeline WOOF PETCO HEALTH & WELLNESS CO I More: the full row for PETCO HEALTH & WELLNESS CO I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,132 shares; 2024Q4: 23,132 shares; 2025Q1: 23,132 shares; 2025Q2: 23,121 shares; 2025Q3: 23,121 shares; 2025Q4: 23,121 shares 23,121 $65K 0.01% 0 Timeline BLNE BEELINE HOLDINGS INC More: the full row for BEELINE HOLDINGS 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: 14,000 shares; 2025Q4: 14,000 shares 14,000 $24.1K <0.01% 0 Timeline