ABBNY ABB LTD-SPON ADR More: the full row for ABB LTD-SPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50 shares; 2024Q4: 25 shares; 2025Q1: 25 shares; 2025Q2: 25 shares; 2025Q3: not reported; 2025Q4: 14 shares 14 $145M 46.82% new 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: 101,288 shares; 2024Q4: 100,056 shares; 2025Q1: 80,999 shares; 2025Q2: 93,124 shares; 2025Q3: 104,516 shares; 2025Q4: 101,450 shares 101,450 $8.14M 2.63% -3,066 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: 26,219 shares; 2024Q4: 26,623 shares; 2025Q1: 26,595 shares; 2025Q2: 25,987 shares; 2025Q3: 27,373 shares; 2025Q4: 27,307 shares 27,307 $7.42M 2.4% -66 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: 46,300 shares; 2024Q4: 37,383 shares; 2025Q1: 27,719 shares; 2025Q2: 34,876 shares; 2025Q3: 34,642 shares; 2025Q4: 35,152 shares 35,152 $5.71M 1.85% +510 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: 20,173 shares; 2024Q4: 14,984 shares; 2025Q1: 9,791 shares; 2025Q2: 14,483 shares; 2025Q3: 14,249 shares; 2025Q4: 13,851 shares 13,851 $5.4M 1.75% -398 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: 21,606 shares; 2024Q4: 22,420 shares; 2025Q1: 22,689 shares; 2025Q2: 24,071 shares; 2025Q3: 24,486 shares; 2025Q4: 23,054 shares 23,054 $4.25M 1.38% -1,432 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: 125,996 shares; 2024Q4: 82,999 shares; 2025Q1: 119,070 shares; 2025Q2: 66,378 shares; 2025Q3: 79,180 shares; 2025Q4: 91,925 shares 91,925 $4.08M 1.32% +12,745 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: 8,582 shares; 2024Q4: 9,232 shares; 2025Q1: 9,308 shares; 2025Q2: 10,175 shares; 2025Q3: 10,792 shares; 2025Q4: 11,735 shares 11,735 $3.67M 1.19% +943 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: 9,401 shares; 2024Q4: 5,550 shares; 2025Q1: 5,260 shares; 2025Q2: 5,405 shares; 2025Q3: 5,412 shares; 2025Q4: 5,521 shares 5,521 $3.3M 1.07% +109 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: 5,706 shares; 2024Q4: 5,888 shares; 2025Q1: 5,856 shares; 2025Q2: 6,166 shares; 2025Q3: 6,479 shares; 2025Q4: 6,503 shares 6,503 $3.14M 1.02% +24 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,450 shares; 2024Q4: 29,315 shares; 2025Q1: 28,330 shares; 2025Q2: 29,412 shares; 2025Q3: 37,047 shares; 2025Q4: 37,756 shares 37,756 $3.04M 0.99% +709 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: 81,253 shares; 2024Q4: 77,473 shares; 2025Q1: 81,548 shares; 2025Q2: 60,153 shares; 2025Q3: 64,477 shares; 2025Q4: 61,776 shares 61,776 $2.89M 0.94% -2,701 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,723 shares; 2024Q4: 30,505 shares; 2025Q1: 32,812 shares; 2025Q2: 39,782 shares; 2025Q3: 39,942 shares; 2025Q4: 39,160 shares 39,160 $2.79M 0.9% -782 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: 41,894 shares; 2024Q4: 41,664 shares; 2025Q1: 40,986 shares; 2025Q2: 39,217 shares; 2025Q3: 39,119 shares; 2025Q4: 36,146 shares 36,146 $2.41M 0.78% -2,973 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: 7,358 shares; 2024Q4: 7,382 shares; 2025Q1: 7,085 shares; 2025Q2: 6,824 shares; 2025Q3: 6,744 shares; 2025Q4: 6,355 shares 6,355 $2.36M 0.76% -389 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: 8,520 shares; 2024Q4: 8,481 shares; 2025Q1: 8,477 shares; 2025Q2: 8,694 shares; 2025Q3: 9,150 shares; 2025Q4: 9,502 shares 9,502 $2.19M 0.71% +352 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: 36,362 shares; 2024Q4: 17,948 shares; 2025Q1: 5,538 shares; 2025Q2: 18,453 shares; 2025Q3: 18,337 shares; 2025Q4: 18,434 shares 18,434 $2.13M 0.69% +97 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,074 shares; 2024Q4: 1,537 shares; 2025Q1: not reported; 2025Q2: 1,527 shares; 2025Q3: 1,527 shares; 2025Q4: 1,527 shares 1,527 $1.97M 0.64% 0 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: 5,323 shares; 2024Q4: 4,955 shares; 2025Q1: 4,925 shares; 2025Q2: 5,060 shares; 2025Q3: 5,230 shares; 2025Q4: 5,314 shares 5,314 $1.65M 0.54% +84 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: 6,676 shares; 2024Q4: 6,703 shares; 2025Q1: 6,882 shares; 2025Q2: 7,510 shares; 2025Q3: 7,442 shares; 2025Q4: 7,706 shares 7,706 $1.63M 0.53% +264 Timeline SHYG 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: 35,612 shares; 2024Q4: 36,937 shares; 2025Q1: 34,072 shares; 2025Q2: 32,870 shares; 2025Q3: 33,593 shares; 2025Q4: 38,026 shares 38,026 $1.63M 0.53% +4,433 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: 33,153 shares; 2024Q4: 28,649 shares; 2025Q1: 19,472 shares; 2025Q2: 27,116 shares; 2025Q3: 40,174 shares; 2025Q4: 31,105 shares 31,105 $1.45M 0.47% -9,069 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: 3,874 shares; 2024Q4: 2,260 shares; 2025Q1: 1,869 shares; 2025Q2: 2,138 shares; 2025Q3: 2,213 shares; 2025Q4: 2,336 shares 2,336 $1.43M 0.46% +123 Timeline IPAC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,086 shares; 2024Q4: 22,727 shares; 2025Q1: 21,567 shares; 2025Q2: 19,560 shares; 2025Q3: 19,550 shares; 2025Q4: 19,429 shares 19,429 $1.43M 0.46% -121 Timeline VANGUARD WELLESLEY INCOME FD VANGUARD WELLESLEY INCOME FD More: the full row for VANGUARD WELLESLEY INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,194 shares; 2024Q4: 6,272 shares; 2025Q1: not reported; 2025Q2: 6,272 shares; 2025Q3: 6,272 shares; 2025Q4: 6,538 shares 6,538 $1.4M 0.45% +266 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: 2,441 shares; 2024Q4: 2,375 shares; 2025Q1: 2,375 shares; 2025Q2: 2,395 shares; 2025Q3: 2,404 shares; 2025Q4: 2,439 shares 2,439 $1.39M 0.45% +35 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: 36,575 shares; 2024Q4: 20,391 shares; 2025Q1: 26,194 shares; 2025Q2: 27,760 shares; 2025Q3: 22,411 shares; 2025Q4: 42,125 shares 42,125 $1.11M 0.36% +19,714 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: 19,674 shares; 2024Q4: 18,099 shares; 2025Q1: 19,838 shares; 2025Q2: 19,582 shares; 2025Q3: 19,087 shares; 2025Q4: 18,969 shares 18,969 $1.1M 0.36% -118 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,507 shares; 2024Q4: 2,682 shares; 2025Q1: 2,666 shares; 2025Q2: 2,744 shares; 2025Q3: 2,976 shares; 2025Q4: 3,160 shares 3,160 $1.09M 0.35% +184 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,583 shares; 2024Q4: 1,642 shares; 2025Q1: 1,798 shares; 2025Q2: 2,307 shares; 2025Q3: 2,575 shares; 2025Q4: 2,586 shares 2,586 $1.07M 0.35% +11 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: 90,138 shares; 2024Q4: 44,593 shares; 2025Q1: 13,211 shares; 2025Q2: 45,157 shares; 2025Q3: 44,936 shares; 2025Q4: 44,946 shares 44,946 $1.06M 0.34% +10 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: 632 shares; 2024Q4: 994 shares; 2025Q1: 1,045 shares; 2025Q2: 1,144 shares; 2025Q3: 1,569 shares; 2025Q4: 1,592 shares 1,592 $1.05M 0.34% +23 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: 2,945 shares; 2024Q4: 2,855 shares; 2025Q1: 2,855 shares; 2025Q2: 2,875 shares; 2025Q3: 2,991 shares; 2025Q4: 3,047 shares 3,047 $1.05M 0.34% +56 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: 23,066 shares; 2024Q4: 20,513 shares; 2025Q1: 19,068 shares; 2025Q2: 19,286 shares; 2025Q3: 20,436 shares; 2025Q4: 22,410 shares 22,410 $1.04M 0.34% +1,974 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: 3,143 shares; 2024Q4: 3,153 shares; 2025Q1: 3,182 shares; 2025Q2: 3,219 shares; 2025Q3: 3,328 shares; 2025Q4: 3,408 shares 3,408 $1.04M 0.34% +80 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: 2,190 shares; 2024Q4: 2,511 shares; 2025Q1: 2,485 shares; 2025Q2: 2,587 shares; 2025Q3: 2,667 shares; 2025Q4: 2,268 shares 2,268 $1.02M 0.33% -399 Timeline BBUS 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: 3,540 shares; 2024Q4: 4,567 shares; 2025Q1: 5,958 shares; 2025Q2: 6,358 shares; 2025Q3: 7,502 shares; 2025Q4: 8,048 shares 8,048 $992K 0.32% +546 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,989 shares; 2024Q4: 4,854 shares; 2025Q1: 4,854 shares; 2025Q2: 4,899 shares; 2025Q3: 4,869 shares; 2025Q4: 4,869 shares 4,869 $989K 0.32% 0 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: 20,920 shares; 2024Q4: 19,340 shares; 2025Q1: 21,593 shares; 2025Q2: 21,773 shares; 2025Q3: 21,998 shares; 2025Q4: 23,177 shares 23,177 $964K 0.31% +1,179 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: 23,148 shares; 2024Q4: 22,875 shares; 2025Q1: 22,937 shares; 2025Q2: 20,674 shares; 2025Q3: 19,504 shares; 2025Q4: 19,298 shares 19,298 $953K 0.31% -206 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,628 shares; 2024Q4: 4,916 shares; 2025Q1: 4,939 shares; 2025Q2: 4,941 shares; 2025Q3: 5,004 shares; 2025Q4: 5,058 shares 5,058 $951K 0.31% +54 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: 135 shares; 2024Q4: 317 shares; 2025Q1: 347 shares; 2025Q2: 1,526 shares; 2025Q3: 1,516 shares; 2025Q4: 1,658 shares 1,658 $939K 0.3% +142 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: 8,808 shares; 2024Q4: 7,933 shares; 2025Q1: 7,872 shares; 2025Q2: 7,934 shares; 2025Q3: 8,227 shares; 2025Q4: 8,229 shares 8,229 $917K 0.3% +2 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: not reported; 2024Q4: 9,736 shares; 2025Q1: 9,565 shares; 2025Q2: 8,915 shares; 2025Q3: 8,386 shares; 2025Q4: 7,682 shares 7,682 $904K 0.29% -704 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: 6,028 shares; 2024Q4: 4,327 shares; 2025Q1: 2,960 shares; 2025Q2: 4,965 shares; 2025Q3: 4,922 shares; 2025Q4: 4,995 shares 4,995 $891K 0.29% +73 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: 1,298 shares; 2024Q4: 1,023 shares; 2025Q1: 1,008 shares; 2025Q2: 1,055 shares; 2025Q3: 1,059 shares; 2025Q4: 1,015 shares 1,015 $875K 0.28% -44 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: 4,281 shares; 2024Q4: not reported; 2025Q1: 4,469 shares; 2025Q2: 65 shares; 2025Q3: not reported; 2025Q4: 6,053 shares 6,053 $871K 0.28% new Timeline XLP 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: 11,153 shares; 2025Q3: 11,905 shares; 2025Q4: 11,187 shares 11,187 $869K 0.28% -718 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: 1,579 shares; 2024Q4: 1,462 shares; 2025Q1: 1,454 shares; 2025Q2: 1,449 shares; 2025Q3: 1,481 shares; 2025Q4: 1,506 shares 1,506 $866K 0.28% +25 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: 21,759 shares; 2024Q4: 13,338 shares; 2025Q1: 12,941 shares; 2025Q2: 12,260 shares; 2025Q3: 12,322 shares; 2025Q4: 12,552 shares 12,552 $850K 0.28% +230 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: 565 shares; 2024Q4: 912 shares; 2025Q1: 922 shares; 2025Q2: 3,917 shares; 2025Q3: 3,935 shares; 2025Q4: 3,900 shares 3,900 $826K 0.27% -35 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: 2,038 shares; 2024Q4: 2,163 shares; 2025Q1: 2,163 shares; 2025Q2: 2,148 shares; 2025Q3: 2,048 shares; 2025Q4: 2,048 shares 2,048 $797K 0.26% 0 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: 7,596 shares; 2024Q4: 7,280 shares; 2025Q1: 7,303 shares; 2025Q2: 8,586 shares; 2025Q3: 8,689 shares; 2025Q4: 8,700 shares 8,700 $791K 0.26% +11 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: 4,550 shares; 2024Q4: 4,855 shares; 2025Q1: 5,010 shares; 2025Q2: 5,155 shares; 2025Q3: 4,975 shares; 2025Q4: 5,123 shares 5,123 $787K 0.25% +148 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: 71 shares; 2024Q4: 332 shares; 2025Q1: 376 shares; 2025Q2: 407 shares; 2025Q3: 474 shares; 2025Q4: 694 shares 694 $746K 0.24% +220 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,313 shares; 2024Q4: 8,287 shares; 2025Q1: 8,644 shares; 2025Q2: 8,479 shares; 2025Q3: 8,514 shares; 2025Q4: 8,488 shares 8,488 $703K 0.23% -26 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,532 shares; 2024Q4: 1,496 shares; 2025Q1: 1,496 shares; 2025Q2: 1,506 shares; 2025Q3: 1,476 shares; 2025Q4: 1,478 shares 1,478 $694K 0.22% +2 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: 9,078 shares; 2024Q4: 9,138 shares; 2025Q1: 8,936 shares; 2025Q2: 8,600 shares; 2025Q3: 8,466 shares; 2025Q4: 8,505 shares 8,505 $683K 0.22% +39 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: 2,175 shares; 2024Q4: 2,767 shares; 2025Q1: 2,767 shares; 2025Q2: 2,862 shares; 2025Q3: 2,747 shares; 2025Q4: 2,812 shares 2,812 $682K 0.22% +65 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: 11,986 shares; 2024Q4: 13,746 shares; 2025Q1: 4,246 shares; 2025Q2: 6,939 shares; 2025Q3: 11,180 shares; 2025Q4: 6,937 shares 6,937 $673K 0.22% -4,243 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: 211 shares; 2024Q4: 211 shares; 2025Q1: 211 shares; 2025Q2: 2,375 shares; 2025Q3: 2,460 shares; 2025Q4: 2,725 shares 2,725 $671K 0.22% +265 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,969 shares; 2024Q4: 3,133 shares; 2025Q1: 3,455 shares; 2025Q2: 4,463 shares; 2025Q3: 4,589 shares; 2025Q4: 4,627 shares 4,627 $653K 0.21% +38 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: 8,626 shares; 2024Q4: 8,147 shares; 2025Q1: 7,545 shares; 2025Q2: 8,263 shares; 2025Q3: 8,300 shares; 2025Q4: 6,576 shares 6,576 $633K 0.2% -1,724 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: 4,784 shares; 2024Q4: 2,364 shares; 2025Q1: 1,918 shares; 2025Q2: 2,158 shares; 2025Q3: 2,158 shares; 2025Q4: 2,158 shares 2,158 $623K 0.2% 0 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,182 shares; 2024Q4: 1,268 shares; 2025Q1: 1,279 shares; 2025Q2: 1,285 shares; 2025Q3: 1,337 shares; 2025Q4: 1,432 shares 1,432 $611K 0.2% +95 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: 16,999 shares; 2025Q1: 33,633 shares; 2025Q2: 22,204 shares; 2025Q3: 29,620 shares; 2025Q4: 21,460 shares 21,460 $609K 0.2% -8,160 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: 10,045 shares; 2024Q4: 9,063 shares; 2025Q1: 9,063 shares; 2025Q2: 9,063 shares; 2025Q3: 9,063 shares; 2025Q4: 9,203 shares 9,203 $607K 0.2% +140 Timeline HYS 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: 9,307 shares; 2024Q4: 8,285 shares; 2025Q1: 7,921 shares; 2025Q2: 6,760 shares; 2025Q3: 6,853 shares; 2025Q4: 6,275 shares 6,275 $595K 0.19% -578 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: 987 shares; 2024Q4: 984 shares; 2025Q1: 984 shares; 2025Q2: 974 shares; 2025Q3: 948 shares; 2025Q4: 940 shares 940 $586K 0.19% -8 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,238 shares; 2025Q3: 4,054 shares; 2025Q4: 6,034 shares 6,034 $581K 0.19% +1,980 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: 1,742 shares; 2024Q4: 1,758 shares; 2025Q1: 1,788 shares; 2025Q2: 1,888 shares; 2025Q3: 1,908 shares; 2025Q4: 2,178 shares 2,178 $579K 0.19% +270 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: 4,450 shares; 2024Q4: 4,470 shares; 2025Q1: 4,470 shares; 2025Q2: 4,440 shares; 2025Q3: 4,315 shares; 2025Q4: 4,280 shares 4,280 $559K 0.18% -35 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: 1,165 shares; 2024Q4: 948 shares; 2025Q1: 938 shares; 2025Q2: 1,003 shares; 2025Q3: 961 shares; 2025Q4: 1,159 shares 1,159 $558K 0.18% +198 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,719 shares; 2024Q4: 4,784 shares; 2025Q1: 4,357 shares; 2025Q2: 4,369 shares; 2025Q3: 4,299 shares; 2025Q4: 3,659 shares 3,659 $544K 0.18% -640 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: 6,300 shares; 2024Q4: 5,941 shares; 2025Q1: 5,305 shares; 2025Q2: 5,483 shares; 2025Q3: 5,736 shares; 2025Q4: 5,885 shares 5,885 $526K 0.17% +149 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: 44,954 shares; 2024Q4: 18,920 shares; 2025Q1: not reported; 2025Q2: 20,793 shares; 2025Q3: 20,793 shares; 2025Q4: 19,777 shares 19,777 $520K 0.17% -1,016 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: 4,444 shares; 2024Q4: 4,345 shares; 2025Q1: 4,329 shares; 2025Q2: 4,307 shares; 2025Q3: 3,937 shares; 2025Q4: 1,468 shares 1,468 $514K 0.17% -2,469 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: 4,959 shares; 2024Q4: 4,672 shares; 2025Q1: 4,934 shares; 2025Q2: 5,032 shares; 2025Q3: 4,854 shares; 2025Q4: 4,893 shares 4,893 $514K 0.17% +39 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: 1,294 shares; 2024Q4: 2,598 shares; 2025Q1: 2,618 shares; 2025Q2: 2,683 shares; 2025Q3: 2,653 shares; 2025Q4: 2,773 shares 2,773 $511K 0.17% +120 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,943 shares; 2024Q4: 1,937 shares; 2025Q1: 1,949 shares; 2025Q2: 1,939 shares; 2025Q3: 1,836 shares; 2025Q4: 1,831 shares 1,831 $500K 0.16% -5 Timeline BBCA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,372 shares; 2024Q4: 7,398 shares; 2025Q1: 7,260 shares; 2025Q2: 5,719 shares; 2025Q3: 5,741 shares; 2025Q4: 5,362 shares 5,362 $499K 0.16% -379 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,143 shares; 2024Q4: 2,253 shares; 2025Q1: 2,057 shares; 2025Q2: 2,182 shares; 2025Q3: 1,511 shares; 2025Q4: 1,268 shares 1,268 $498K 0.16% -243 Timeline FLCH FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON 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: 20,721 shares 20,721 $493K 0.16% new Timeline BBIN 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: 4,595 shares; 2024Q4: 2,697 shares; 2025Q1: 3,009 shares; 2025Q2: 4,265 shares; 2025Q3: 5,862 shares; 2025Q4: 6,641 shares 6,641 $480K 0.16% +779 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: 7,185 shares; 2024Q4: 6,015 shares; 2025Q1: 5,460 shares; 2025Q2: 5,704 shares; 2025Q3: 5,689 shares; 2025Q4: 4,970 shares 4,970 $468K 0.15% -719 Timeline HYD 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: 9,681 shares; 2024Q4: 7,547 shares; 2025Q1: 7,165 shares; 2025Q2: 6,407 shares; 2025Q3: 6,394 shares; 2025Q4: 5,949 shares 5,949 $464K 0.15% -445 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: 4,243 shares; 2024Q4: 2,109 shares; 2025Q1: 2,109 shares; 2025Q2: 2,109 shares; 2025Q3: 1,724 shares; 2025Q4: 1,724 shares 1,724 $459K 0.15% 0 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: 984 shares; 2024Q4: 990 shares; 2025Q1: 988 shares; 2025Q2: 992 shares; 2025Q3: 982 shares; 2025Q4: 511 shares 511 $449K 0.15% -471 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: 27,689 shares; 2024Q4: 25,941 shares; 2025Q1: 29,174 shares; 2025Q2: 50,445 shares; 2025Q3: 13,613 shares; 2025Q4: 17,197 shares 17,197 $448K 0.14% +3,584 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: 966 shares; 2024Q4: 974 shares; 2025Q1: 1,014 shares; 2025Q2: 1,020 shares; 2025Q3: 942 shares; 2025Q4: 952 shares 952 $432K 0.14% +10 Timeline TFI 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: 8,591 shares; 2024Q4: 8,262 shares; 2025Q1: 8,910 shares; 2025Q2: 9,076 shares; 2025Q3: 9,275 shares; 2025Q4: 9,399 shares 9,399 $428K 0.14% +124 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: 1,160 shares; 2024Q4: 1,090 shares; 2025Q1: 1,090 shares; 2025Q2: 1,235 shares; 2025Q3: 1,374 shares; 2025Q4: 1,429 shares 1,429 $423K 0.14% +55 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15 shares; 2025Q4: 552 shares 552 $423K 0.14% +537 Timeline JGLO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,363 shares; 2024Q4: 6,545 shares; 2025Q1: 7,974 shares; 2025Q2: 9,437 shares; 2025Q3: 6,810 shares; 2025Q4: 6,241 shares 6,241 $422K 0.14% -569 Timeline EFAV 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: 3,226 shares; 2024Q4: 2,767 shares; 2025Q1: 3,250 shares; 2025Q2: 5,884 shares; 2025Q3: 5,908 shares; 2025Q4: 4,848 shares 4,848 $418K 0.14% -1,060 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,935 shares; 2024Q4: 1,695 shares; 2025Q1: 1,690 shares; 2025Q2: 2,542 shares; 2025Q3: 2,377 shares; 2025Q4: 2,363 shares 2,363 $415K 0.13% -14 Timeline VNQI 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: 6,362 shares; 2024Q4: 6,395 shares; 2025Q1: 6,427 shares; 2025Q2: 9,246 shares; 2025Q3: 9,371 shares; 2025Q4: 8,938 shares 8,938 $410K 0.13% -433 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: 5,900 shares; 2024Q4: 6,432 shares; 2025Q1: 6,266 shares; 2025Q2: 6,277 shares; 2025Q3: 6,488 shares; 2025Q4: 6,776 shares 6,776 $407K 0.13% +288 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: not reported; 2025Q4: 1 shares 1 $403K new Value about 1,000 times the price other filers imply, kept as filed and left out of ratios. 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: 2,319 shares; 2024Q4: 2,054 shares; 2025Q1: 2,137 shares; 2025Q2: 1,995 shares; 2025Q3: 2,269 shares; 2025Q4: 2,389 shares 2,389 $403K 0.13% +120 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: not reported; 2024Q4: 55 shares; 2025Q1: 55 shares; 2025Q2: 2,265 shares; 2025Q3: 2,245 shares; 2025Q4: 1,989 shares 1,989 $388K 0.13% -256 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: 3,081 shares; 2024Q4: 6,552 shares; 2025Q1: 6,816 shares; 2025Q2: 6,750 shares; 2025Q3: 7,248 shares; 2025Q4: 7,815 shares 7,815 $387K 0.13% +567 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: 2,235 shares; 2024Q4: 2,160 shares; 2025Q1: 2,140 shares; 2025Q2: 2,270 shares; 2025Q3: 2,180 shares; 2025Q4: 3,295 shares 3,295 $385K 0.12% +1,115 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: 1,256 shares; 2024Q4: 1,254 shares; 2025Q1: 1,518 shares; 2025Q2: 1,506 shares; 2025Q3: 1,655 shares; 2025Q4: 1,679 shares 1,679 $384K 0.12% +24 Timeline TFLO 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: 25,760 shares; 2024Q4: 22,654 shares; 2025Q1: 21,049 shares; 2025Q2: 8,248 shares; 2025Q3: 8,102 shares; 2025Q4: 7,398 shares 7,398 $382K 0.12% -704 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: 336 shares; 2024Q4: 340 shares; 2025Q1: 363 shares; 2025Q2: 854 shares; 2025Q3: 917 shares; 2025Q4: 1,220 shares 1,220 $381K 0.12% +303 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: 193 shares; 2024Q4: 317 shares; 2025Q1: 318 shares; 2025Q2: 348 shares; 2025Q3: 358 shares; 2025Q4: 4,061 shares 4,061 $381K 0.12% +3,703 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: 12,859 shares; 2024Q4: 6,417 shares; 2025Q1: 6,044 shares; 2025Q2: 6,787 shares; 2025Q3: 6,627 shares; 2025Q4: 6,627 shares 6,627 $376K 0.12% 0 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: 239 shares; 2024Q4: 253 shares; 2025Q1: 262 shares; 2025Q2: 277 shares; 2025Q3: 277 shares; 2025Q4: 304 shares 304 $369K 0.12% +27 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: 2,456 shares; 2024Q4: 2,308 shares; 2025Q1: 2,315 shares; 2025Q2: 2,200 shares; 2025Q3: 2,351 shares; 2025Q4: 2,444 shares 2,444 $366K 0.12% +93 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,309 shares; 2024Q4: 2,389 shares; 2025Q1: 2,675 shares; 2025Q2: 1,943 shares; 2025Q3: 2,028 shares; 2025Q4: 2,043 shares 2,043 $362K 0.12% +15 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: 3,931 shares; 2024Q4: 2,031 shares; 2025Q1: 2,108 shares; 2025Q2: 2,108 shares; 2025Q3: 2,108 shares; 2025Q4: 2,196 shares 2,196 $362K 0.12% +88 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: 7,282 shares; 2024Q4: 6,478 shares; 2025Q1: 6,184 shares; 2025Q2: 8,385 shares; 2025Q3: 8,524 shares; 2025Q4: 9,589 shares 9,589 $359K 0.12% +1,065 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: 3,404 shares; 2024Q4: 3,478 shares; 2025Q1: 3,686 shares; 2025Q2: 3,816 shares; 2025Q3: 4,185 shares; 2025Q4: 5,018 shares 5,018 $351K 0.11% +833 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: 4,994 shares; 2024Q4: 2,627 shares; 2025Q1: 2,778 shares; 2025Q2: 2,773 shares; 2025Q3: 2,773 shares; 2025Q4: 2,954 shares 2,954 $349K 0.11% +181 Timeline SPTI 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: 15,173 shares; 2024Q4: 13,886 shares; 2025Q1: 13,899 shares; 2025Q2: 10,723 shares; 2025Q3: 10,765 shares; 2025Q4: 11,279 shares 11,279 $335K 0.11% +514 Timeline XEMD 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: not reported; 2025Q3: not reported; 2025Q4: 7,445 shares 7,445 $332K 0.11% new 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: 2,668 shares; 2024Q4: 2,585 shares; 2025Q1: 2,623 shares; 2025Q2: 2,603 shares; 2025Q3: 2,882 shares; 2025Q4: 2,916 shares 2,916 $331K 0.11% +34 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: 2,063 shares; 2024Q4: 3,713 shares; 2025Q1: 3,713 shares; 2025Q2: 3,673 shares; 2025Q3: 3,573 shares; 2025Q4: 3,573 shares 3,573 $330K 0.11% 0 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,850 shares; 2024Q4: 1,789 shares; 2025Q1: 1,604 shares; 2025Q2: 1,682 shares; 2025Q3: 1,584 shares; 2025Q4: 1,612 shares 1,612 $329K 0.11% +28 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: 5,863 shares; 2024Q4: 5,013 shares; 2025Q1: 5,090 shares; 2025Q2: 6,882 shares; 2025Q3: 7,212 shares; 2025Q4: 7,775 shares 7,775 $317K 0.1% +563 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: 13,109 shares; 2024Q4: 11,793 shares; 2025Q1: 11,592 shares; 2025Q2: 11,617 shares; 2025Q3: 12,152 shares; 2025Q4: 12,599 shares 12,599 $313K 0.1% +447 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,110 shares; 2024Q4: 700 shares; 2025Q1: 700 shares; 2025Q2: 705 shares; 2025Q3: 695 shares; 2025Q4: 665 shares 665 $310K 0.1% -30 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,835 shares; 2024Q4: 4,700 shares; 2025Q1: 4,700 shares; 2025Q2: 4,625 shares; 2025Q3: 4,696 shares; 2025Q4: 5,356 shares 5,356 $309K 0.1% +660 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: 1,877 shares; 2024Q4: 1,914 shares; 2025Q1: 1,971 shares; 2025Q2: 1,914 shares; 2025Q3: 2,046 shares; 2025Q4: 2,290 shares 2,290 $307K 0.1% +244 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: 9,268 shares; 2024Q4: 7,601 shares; 2025Q1: 14,677 shares; 2025Q2: 13,065 shares; 2025Q3: 12,734 shares; 2025Q4: 11,958 shares 11,958 $306K 0.1% -776 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,800 shares; 2024Q4: 1,846 shares; 2025Q1: 2,171 shares; 2025Q2: 1,144 shares; 2025Q3: 1,077 shares; 2025Q4: 1,086 shares 1,086 $303K 0.1% +9 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,979 shares; 2024Q4: 2,185 shares; 2025Q1: 2,185 shares; 2025Q2: 2,190 shares; 2025Q3: not reported; 2025Q4: 706 shares 706 $298K 0.1% new 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: 1,561 shares; 2024Q4: 1,432 shares; 2025Q1: 1,533 shares; 2025Q2: 1,631 shares; 2025Q3: 2,333 shares; 2025Q4: 4,112 shares 4,112 $296K 0.1% +1,779 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: 2,386 shares; 2024Q4: 2,404 shares; 2025Q1: 2,395 shares; 2025Q2: 2,333 shares; 2025Q3: 628 shares; 2025Q4: 892 shares 892 $295K 0.1% +264 Timeline TOTL 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: 15,533 shares; 2024Q4: 12,175 shares; 2025Q1: 13,519 shares; 2025Q2: 14,912 shares; 2025Q3: 5,480 shares; 2025Q4: 7,302 shares 7,302 $294K 0.1% +1,822 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: 738 shares; 2024Q4: 227 shares; 2025Q1: 615 shares; 2025Q2: 420 shares; 2025Q3: 2,715 shares; 2025Q4: 677 shares 677 $286K 0.09% -2,038 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: 12,120 shares; 2024Q4: 3,867 shares; 2025Q1: 4,157 shares; 2025Q2: 4,762 shares; 2025Q3: 4,952 shares; 2025Q4: 11,329 shares 11,329 $282K 0.09% +6,377 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: 10,790 shares; 2024Q4: 9,040 shares; 2025Q1: 8,600 shares; 2025Q2: 8,450 shares; 2025Q3: 9,600 shares; 2025Q4: 19,600 shares 19,600 $257K 0.08% +10,000 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: 2,566 shares; 2024Q4: 1,348 shares; 2025Q1: 1,450 shares; 2025Q2: 1,450 shares; 2025Q3: 1,450 shares; 2025Q4: 1,555 shares 1,555 $256K 0.08% +105 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: 395 shares; 2024Q4: 344 shares; 2025Q1: 347 shares; 2025Q2: 270 shares; 2025Q3: 395 shares; 2025Q4: 455 shares 455 $254K 0.08% +60 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,624 shares; 2024Q4: 2,378 shares; 2025Q1: 2,378 shares; 2025Q2: 2,299 shares; 2025Q3: 2,244 shares; 2025Q4: 2,194 shares 2,194 $253K 0.08% -50 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: 4,426 shares; 2024Q4: 3,062 shares; 2025Q1: 3,062 shares; 2025Q2: 3,047 shares; 2025Q3: 2,270 shares; 2025Q4: 1,722 shares 1,722 $247K 0.08% -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: 5,771 shares; 2024Q4: 4,991 shares; 2025Q1: 4,961 shares; 2025Q2: 4,891 shares; 2025Q3: 4,777 shares; 2025Q4: 4,911 shares 4,911 $247K 0.08% +134 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: 5,150 shares; 2024Q4: 4,588 shares; 2025Q1: 4,588 shares; 2025Q2: 4,518 shares; 2025Q3: 4,298 shares; 2025Q4: 4,183 shares 4,183 $244K 0.08% -115 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: 1,840 shares; 2024Q4: 1,743 shares; 2025Q1: 1,685 shares; 2025Q2: 1,610 shares; 2025Q3: 1,525 shares; 2025Q4: 1,475 shares 1,475 $241K 0.08% -50 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: 6,360 shares; 2024Q4: 4,190 shares; 2025Q1: 4,476 shares; 2025Q2: 4,730 shares; 2025Q3: 4,904 shares; 2025Q4: 5,164 shares 5,164 $240K 0.08% +260 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: not reported; 2025Q1: 5,236 shares; 2025Q2: 3,227 shares; 2025Q3: not reported; 2025Q4: 2,795 shares 2,795 $239K 0.08% new 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: not reported; 2024Q4: 10 shares; 2025Q1: 15 shares; 2025Q2: 30 shares; 2025Q3: 51 shares; 2025Q4: 359 shares 359 $238K 0.08% +308 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: 562 shares; 2024Q4: 439 shares; 2025Q1: 334 shares; 2025Q2: 339 shares; 2025Q3: 1,351 shares; 2025Q4: 2,765 shares 2,765 $223K 0.07% +1,414 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 791 shares; 2024Q4: 802 shares; 2025Q1: 801 shares; 2025Q2: 180 shares; 2025Q3: 175 shares; 2025Q4: 204 shares 204 $219K 0.07% +29 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: 3,305 shares; 2024Q4: 5,773 shares; 2025Q1: 6,901 shares; 2025Q2: 9,431 shares; 2025Q3: 9,496 shares; 2025Q4: 8,198 shares 8,198 $215K 0.07% -1,298 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,320 shares; 2024Q4: 2,205 shares; 2025Q1: 2,185 shares; 2025Q2: 2,385 shares; 2025Q3: 2,373 shares; 2025Q4: 2,435 shares 2,435 $215K 0.07% +62 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,555 shares; 2025Q3: 2,295 shares; 2025Q4: 2,330 shares 2,330 $213K 0.07% +35 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: 3,120 shares; 2024Q4: 2,855 shares; 2025Q1: 2,825 shares; 2025Q2: 2,825 shares; 2025Q3: 2,740 shares; 2025Q4: 3,605 shares 3,605 $211K 0.07% +865 Timeline FTSL 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: 4,841 shares; 2024Q4: 4,841 shares; 2025Q1: 4,754 shares; 2025Q2: 4,483 shares; 2025Q3: 4,483 shares; 2025Q4: 4,483 shares 4,483 $206K 0.07% 0 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: 1,791 shares; 2024Q4: 1,793 shares; 2025Q1: 1,793 shares; 2025Q2: 1,795 shares; 2025Q3: 1,737 shares; 2025Q4: 571 shares 571 $200K 0.06% -1,166 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,141 shares; 2024Q4: 874 shares; 2025Q1: 725 shares; 2025Q2: 1,079 shares; 2025Q3: 1,880 shares; 2025Q4: 1,894 shares 1,894 $193K 0.06% +14 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: 5,925 shares; 2024Q4: 5,635 shares; 2025Q1: 5,510 shares; 2025Q2: 5,630 shares; 2025Q3: 7,410 shares; 2025Q4: 7,110 shares 7,110 $193K 0.06% -300 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: 92 shares; 2025Q1: 85 shares; 2025Q2: 92 shares; 2025Q3: 222 shares; 2025Q4: 1,470 shares 1,470 $193K 0.06% +1,248 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: 5,638 shares; 2024Q4: 5,279 shares; 2025Q1: 5,074 shares; 2025Q2: 4,974 shares; 2025Q3: 4,974 shares; 2025Q4: 4,604 shares 4,604 $192K 0.06% -370 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: 1,471 shares; 2024Q4: 763 shares; 2025Q1: 757 shares; 2025Q2: 764 shares; 2025Q3: 1,061 shares; 2025Q4: 1,492 shares 1,492 $190K 0.06% +431 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: 144 shares; 2024Q4: 119 shares; 2025Q1: 192 shares; 2025Q2: 94 shares; 2025Q3: 256 shares; 2025Q4: 693 shares 693 $186K 0.06% +437 Timeline IGLB 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: 2,837 shares; 2024Q4: 2,562 shares; 2025Q1: 2,477 shares; 2025Q2: 3,720 shares; 2025Q3: 3,771 shares; 2025Q4: 3,654 shares 3,654 $184K 0.06% -117 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: 4,961 shares; 2024Q4: 5,261 shares; 2025Q1: 5,311 shares; 2025Q2: 5,458 shares; 2025Q3: 5,307 shares; 2025Q4: 1,522 shares 1,522 $183K 0.06% -3,785 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: 530 shares; 2024Q4: 339 shares; 2025Q1: 385 shares; 2025Q2: 430 shares; 2025Q3: 645 shares; 2025Q4: 914 shares 914 $183K 0.06% +269 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: 1,743 shares; 2024Q4: 1,673 shares; 2025Q1: 1,823 shares; 2025Q2: 1,806 shares; 2025Q3: 1,773 shares; 2025Q4: 1,726 shares 1,726 $182K 0.06% -47 Timeline EWC 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: 4,362 shares; 2024Q4: 3,823 shares; 2025Q1: 3,154 shares; 2025Q2: 2,890 shares; 2025Q3: 2,772 shares; 2025Q4: 2,645 shares 2,645 $181K 0.06% -127 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: 4,837 shares; 2024Q4: 5,232 shares; 2025Q1: 5,667 shares; 2025Q2: 6,563 shares; 2025Q3: 7,785 shares; 2025Q4: 7,808 shares 7,808 $180K 0.06% +23 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: 2,320 shares; 2024Q4: 2,105 shares; 2025Q1: 2,072 shares; 2025Q2: 2,062 shares; 2025Q3: 2,022 shares; 2025Q4: 2,662 shares 2,662 $179K 0.06% +640 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: 4,785 shares; 2024Q4: 4,255 shares; 2025Q1: 4,235 shares; 2025Q2: 4,188 shares; 2025Q3: 4,008 shares; 2025Q4: 3,998 shares 3,998 $179K 0.06% -10 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: 403 shares; 2024Q4: 465 shares; 2025Q1: 564 shares; 2025Q2: 667 shares; 2025Q3: 911 shares; 2025Q4: 987 shares 987 $175K 0.06% +76 Timeline OMF ONEMAIN HLDGS INC More: the full row for ONEMAIN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 835 shares; 2025Q1: 855 shares; 2025Q2: 830 shares; 2025Q3: 780 shares; 2025Q4: 2,590 shares 2,590 $175K 0.06% +1,810 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: 630 shares; 2024Q4: 680 shares; 2025Q1: 680 shares; 2025Q2: 665 shares; 2025Q3: 645 shares; 2025Q4: 635 shares 635 $175K 0.06% -10 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,510 shares; 2025Q3: 1,470 shares; 2025Q4: 1,420 shares 1,420 $174K 0.06% -50 Timeline QRVO QORVO INC More: the full row for QORVO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,318 shares; 2024Q4: 2,515 shares; 2025Q1: 2,515 shares; 2025Q2: 2,515 shares; 2025Q3: 2,515 shares; 2025Q4: 2,055 shares 2,055 $174K 0.06% -460 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: 656 shares; 2024Q4: 510 shares; 2025Q1: 524 shares; 2025Q2: 678 shares; 2025Q3: 1,124 shares; 2025Q4: 1,383 shares 1,383 $173K 0.06% +259 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: not reported; 2024Q4: 40 shares; 2025Q1: 55 shares; 2025Q2: 115 shares; 2025Q3: 161 shares; 2025Q4: 301 shares 301 $172K 0.06% +140 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: 408 shares; 2024Q4: 140 shares; 2025Q1: 140 shares; 2025Q2: 142 shares; 2025Q3: 367 shares; 2025Q4: 487 shares 487 $171K 0.06% +120 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,635 shares; 2024Q4: 1,445 shares; 2025Q1: 1,445 shares; 2025Q2: 1,425 shares; 2025Q3: 1,355 shares; 2025Q4: 1,315 shares 1,315 $170K 0.05% -40 Timeline USIG 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: 1,378 shares; 2024Q4: 1,778 shares; 2025Q1: 1,935 shares; 2025Q2: 2,262 shares; 2025Q3: 3,226 shares; 2025Q4: 3,233 shares 3,233 $167K 0.05% +7 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: 2,301 shares; 2024Q4: 2,214 shares; 2025Q1: 2,214 shares; 2025Q2: 2,189 shares; 2025Q3: 2,139 shares; 2025Q4: 2,109 shares 2,109 $166K 0.05% -30 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: 194 shares; 2024Q4: 179 shares; 2025Q1: 179 shares; 2025Q2: 179 shares; 2025Q3: 240 shares; 2025Q4: 724 shares 724 $166K 0.05% +484 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: 2,315 shares; 2024Q4: 2,190 shares; 2025Q1: 2,135 shares; 2025Q2: 2,325 shares; 2025Q3: 2,235 shares; 2025Q4: 3,535 shares 3,535 $164K 0.05% +1,300 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: 8,474 shares; 2024Q4: 7,867 shares; 2025Q1: 7,634 shares; 2025Q2: 7,587 shares; 2025Q3: 7,990 shares; 2025Q4: 4,240 shares 4,240 $163K 0.05% -3,750 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: 125 shares; 2024Q4: 137 shares; 2025Q1: 118 shares; 2025Q2: 139 shares; 2025Q3: 169 shares; 2025Q4: 184 shares 184 $162K 0.05% +15 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: 2,519 shares; 2024Q4: 1,839 shares; 2025Q1: 1,879 shares; 2025Q2: 2,124 shares; 2025Q3: 2,304 shares; 2025Q4: 4,109 shares 4,109 $158K 0.05% +1,805 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 629 shares; 2024Q4: 1,130 shares; 2025Q1: 1,130 shares; 2025Q2: 1,150 shares; 2025Q3: 1,134 shares; 2025Q4: 1,134 shares 1,134 $154K 0.05% 0 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: 406 shares; 2024Q4: 374 shares; 2025Q1: 353 shares; 2025Q2: 348 shares; 2025Q3: 340 shares; 2025Q4: 318 shares 318 $154K 0.05% -22 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: 13,331 shares; 2024Q4: 11,463 shares; 2025Q1: 10,828 shares; 2025Q2: 9,074 shares; 2025Q3: 8,545 shares; 2025Q4: 8,063 shares 8,063 $151K 0.05% -482 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,765 shares; 2024Q4: 3,366 shares; 2025Q1: 3,825 shares; 2025Q2: 3,344 shares; 2025Q3: 3,344 shares; 2025Q4: 3,250 shares 3,250 $150K 0.05% -94 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: 2,380 shares; 2024Q4: 2,190 shares; 2025Q1: 2,160 shares; 2025Q2: 2,120 shares; 2025Q3: 1,990 shares; 2025Q4: 1,810 shares 1,810 $145K 0.05% -180 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: 623 shares; 2024Q4: 456 shares; 2025Q1: 456 shares; 2025Q2: 458 shares; 2025Q3: 535 shares; 2025Q4: 565 shares 565 $145K 0.05% +30 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: 5,178 shares; 2024Q4: 5,303 shares; 2025Q1: 4,128 shares; 2025Q2: 3,893 shares; 2025Q3: 3,917 shares; 2025Q4: 3,995 shares 3,995 $145K 0.05% +78 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,694 shares; 2024Q4: 1,711 shares; 2025Q1: 1,923 shares; 2025Q2: 1,018 shares; 2025Q3: 1,018 shares; 2025Q4: 1,018 shares 1,018 $144K 0.05% 0 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: 1,431 shares; 2024Q4: 969 shares; 2025Q1: 708 shares; 2025Q2: 893 shares; 2025Q3: 948 shares; 2025Q4: 1,355 shares 1,355 $143K 0.05% +407 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: 310 shares; 2024Q4: 289 shares; 2025Q1: 284 shares; 2025Q2: 288 shares; 2025Q3: 400 shares; 2025Q4: 464 shares 464 $142K 0.05% +64 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: 6,481 shares; 2024Q4: 6,346 shares; 2025Q1: 6,417 shares; 2025Q2: 1,029 shares; 2025Q3: 1,178 shares; 2025Q4: 1,234 shares 1,234 $140K 0.05% +56 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: 282 shares; 2024Q4: 279 shares; 2025Q1: 219 shares; 2025Q2: 222 shares; 2025Q3: 337 shares; 2025Q4: 379 shares 379 $140K 0.05% +42 Timeline JIVE 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: 1,431 shares; 2025Q4: 1,746 shares 1,746 $140K 0.05% +315 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: 2,575 shares; 2024Q4: 2,815 shares; 2025Q1: 2,795 shares; 2025Q2: 2,760 shares; 2025Q3: 2,630 shares; 2025Q4: 2,560 shares 2,560 $140K 0.05% -70 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: 19,751 shares; 2024Q4: 17,611 shares; 2025Q1: 8,073 shares; 2025Q2: 6,821 shares; 2025Q3: 6,647 shares; 2025Q4: 6,408 shares 6,408 $140K 0.05% -239 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,720 shares; 2025Q3: 2,590 shares; 2025Q4: 3,160 shares 3,160 $138K 0.04% +570 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: 800 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 650 shares; 2025Q4: 4,101 shares 4,101 $137K 0.04% +3,451 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,055 shares; 2024Q4: 2,986 shares; 2025Q1: 3,054 shares; 2025Q2: 3,092 shares; 2025Q3: 5,042 shares; 2025Q4: 5,666 shares 5,666 $132K 0.04% +624 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: 95 shares; 2024Q4: 185 shares; 2025Q1: 185 shares; 2025Q2: 200 shares; 2025Q3: 190 shares; 2025Q4: 1,300 shares 1,300 $131K 0.04% +1,110 Timeline XPO XPO INC More: the full row for XPO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 654 shares; 2024Q4: 974 shares; 2025Q1: 1,009 shares; 2025Q2: 1,039 shares; 2025Q3: 965 shares; 2025Q4: 965 shares 965 $131K 0.04% 0 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: 387 shares; 2024Q4: 381 shares; 2025Q1: 381 shares; 2025Q2: 381 shares; 2025Q3: 383 shares; 2025Q4: 481 shares 481 $130K 0.04% +98 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: 494 shares; 2024Q4: 492 shares; 2025Q1: 476 shares; 2025Q2: 495 shares; 2025Q3: 437 shares; 2025Q4: 446 shares 446 $129K 0.04% +9 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,345 shares; 2025Q3: 2,300 shares; 2025Q4: 1,285 shares 1,285 $127K 0.04% -1,015 Timeline JTEK 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: 1,385 shares 1,385 $125K 0.04% new 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: 5,029 shares; 2024Q4: 12,574 shares; 2025Q1: 9,529 shares; 2025Q2: 9,434 shares; 2025Q3: 5,245 shares; 2025Q4: 3,839 shares 3,839 $123K 0.04% -1,406 Timeline NSRGY NESTLE SA-SPONS ADR More: the full row for NESTLE SA-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24 shares; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: 10 shares; 2025Q3: not reported; 2025Q4: 10 shares 10 $123K 0.04% new Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 124 shares; 2025Q2: 137 shares; 2025Q3: 205 shares; 2025Q4: 233 shares 233 $119K 0.04% +28 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: 1,376 shares; 2024Q4: 997 shares; 2025Q1: 1,370 shares; 2025Q2: 1,179 shares; 2025Q3: 1,193 shares; 2025Q4: 1,127 shares 1,127 $119K 0.04% -66 Timeline SJNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,105 shares; 2024Q4: 2,311 shares; 2025Q1: 2,281 shares; 2025Q2: 2,424 shares; 2025Q3: 4,640 shares; 2025Q4: 4,673 shares 4,673 $118K 0.04% +33 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 115 shares; 2024Q4: 56 shares; 2025Q1: 249 shares; 2025Q2: 398 shares; 2025Q3: 1,119 shares; 2025Q4: 1,278 shares 1,278 $118K 0.04% +159 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,775 shares; 2024Q4: 1,700 shares; 2025Q1: 1,720 shares; 2025Q2: 1,690 shares; 2025Q3: 1,545 shares; 2025Q4: 1,495 shares 1,495 $116K 0.04% -50 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,599 shares; 2024Q4: 1,324 shares; 2025Q1: 436 shares; 2025Q2: 4,606 shares; 2025Q3: 4,787 shares; 2025Q4: 3,953 shares 3,953 $116K 0.04% -834 Timeline PZA 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: 8,661 shares; 2024Q4: 6,884 shares; 2025Q1: 7,427 shares; 2025Q2: 5,996 shares; 2025Q3: 6,010 shares; 2025Q4: 5,394 shares 5,394 $116K 0.04% -616 Timeline JIG 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: 1,435 shares; 2025Q4: 1,545 shares 1,545 $113K 0.04% +110 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: 1,076 shares; 2024Q4: 1,027 shares; 2025Q1: 1,013 shares; 2025Q2: 341 shares; 2025Q3: 325 shares; 2025Q4: 1,016 shares 1,016 $111K 0.04% +691 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,374 shares; 2024Q4: 5,284 shares; 2025Q1: 5,242 shares; 2025Q2: 1,808 shares; 2025Q3: 1,680 shares; 2025Q4: 1,693 shares 1,693 $109K 0.04% +13 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: 1,125 shares; 2024Q4: 1,099 shares; 2025Q1: 1,099 shares; 2025Q2: 1,099 shares; 2025Q3: 1,219 shares; 2025Q4: 1,704 shares 1,704 $109K 0.04% +485 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: 30 shares; 2024Q4: 15 shares; 2025Q1: 2 shares; 2025Q2: 356 shares; 2025Q3: not reported; 2025Q4: 590 shares 590 $108K 0.04% new 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: 354 shares; 2024Q4: 379 shares; 2025Q1: 414 shares; 2025Q2: 703 shares; 2025Q3: 417 shares; 2025Q4: 422 shares 422 $106K 0.03% +5 Timeline EEMA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,927 shares; 2024Q4: 1,927 shares; 2025Q1: 1,117 shares; 2025Q2: 1,117 shares; 2025Q3: 1,117 shares; 2025Q4: 1,117 shares 1,117 $105K 0.03% 0 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 463 shares; 2025Q3: 982 shares; 2025Q4: 1,104 shares 1,104 $104K 0.03% +122 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: 105 shares; 2024Q4: 174 shares; 2025Q1: 174 shares; 2025Q2: 177 shares; 2025Q3: 263 shares; 2025Q4: 472 shares 472 $104K 0.03% +209 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: 995 shares; 2024Q4: 974 shares; 2025Q1: 654 shares; 2025Q2: 663 shares; 2025Q3: 982 shares; 2025Q4: 1,106 shares 1,106 $103K 0.03% +124 Timeline SW SMURFIT WESTROCK PLC More: the full row for SMURFIT WESTROCK 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: 2,650 shares 2,650 $102K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,025 shares; 2025Q3: 1,060 shares; 2025Q4: 1,230 shares 1,230 $102K 0.03% +170 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: not reported; 2024Q4: 1,695 shares; 2025Q1: 1,745 shares; 2025Q2: 1,695 shares; 2025Q3: 1,549 shares; 2025Q4: 2,065 shares 2,065 $102K 0.03% +516 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: 375 shares; 2024Q4: 1,210 shares; 2025Q1: 1,160 shares; 2025Q2: 1,160 shares; 2025Q3: 1,090 shares; 2025Q4: 1,360 shares 1,360 $100K 0.03% +270 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,430 shares; 2024Q4: 1,120 shares; 2025Q1: 1,140 shares; 2025Q2: 1,150 shares; 2025Q3: 1,110 shares; 2025Q4: 1,110 shares 1,110 $97.9K 0.03% 0 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 246 shares; 2025Q1: 250 shares; 2025Q2: not reported; 2025Q3: 4 shares; 2025Q4: 1,010 shares 1,010 $97K 0.03% +1,006 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: 96 shares; 2024Q4: 121 shares; 2025Q1: 126 shares; 2025Q2: 116 shares; 2025Q3: 188 shares; 2025Q4: 211 shares 211 $96.1K 0.03% +23 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: 751 shares; 2024Q4: 742 shares; 2025Q1: 739 shares; 2025Q2: 592 shares; 2025Q3: 905 shares; 2025Q4: 1,096 shares 1,096 $95.6K 0.03% +191 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: 66 shares; 2024Q4: 82 shares; 2025Q1: 80 shares; 2025Q2: 81 shares; 2025Q3: 130 shares; 2025Q4: 116 shares 116 $95.2K 0.03% -14 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: 1,173 shares; 2024Q4: not reported; 2025Q1: 20,067 shares; 2025Q2: 21,695 shares; 2025Q3: 439 shares; 2025Q4: 4,057 shares 4,057 $93.6K 0.03% +3,618 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 306 shares; 2025Q3: 456 shares; 2025Q4: 517 shares 517 $93.3K 0.03% +61 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: 73 shares; 2024Q4: 112 shares; 2025Q1: 109 shares; 2025Q2: 581 shares; 2025Q3: 677 shares; 2025Q4: 744 shares 744 $93K 0.03% +67 Timeline NTBIX Navigator Tactical Fixed Income I More: the full row for Navigator Tactical Fixed Income I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,503 shares; 2024Q4: 17,755 shares; 2025Q1: 17,924 shares; 2025Q2: 18,148 shares; 2025Q3: 18,383 shares; 2025Q4: 21,663 shares 21,663 $87.3K 0.03% +3,280 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: 2,501 shares; 2024Q4: 2,051 shares; 2025Q1: 1,716 shares; 2025Q2: 991 shares; 2025Q3: 994 shares; 2025Q4: 914 shares 914 $87K 0.03% -80 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111 shares; 2024Q4: 77 shares; 2025Q1: 121 shares; 2025Q2: 122 shares; 2025Q3: 286 shares; 2025Q4: 406 shares 406 $86.9K 0.03% +120 Timeline RWR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,076 shares; 2024Q4: 1,020 shares; 2025Q1: 724 shares; 2025Q2: 8,142 shares; 2025Q3: 1,188 shares; 2025Q4: 884 shares 884 $86.8K 0.03% -304 Timeline G GENPACT LIMITED More: the full row for GENPACT 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: 691 shares; 2025Q2: 389 shares; 2025Q3: 1,623 shares; 2025Q4: 1,823 shares 1,823 $85.3K 0.03% +200 Timeline PARNASSUS CORE EQUITY INSTI… PARNASSUS CORE EQUITY INSTITUTION… More: the full row for PARNASSUS CORE EQUITY INSTITUTIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,171 shares; 2024Q4: 1,179 shares; 2025Q1: 1,158 shares; 2025Q2: 1,145 shares; 2025Q3: 1,004 shares; 2025Q4: 1,183 shares 1,183 $84.6K 0.03% +179 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: 1,877 shares; 2024Q4: 2,004 shares; 2025Q1: 2,019 shares; 2025Q2: 228 shares; 2025Q3: 248 shares; 2025Q4: 258 shares 258 $84.1K 0.03% +10 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: 495 shares; 2024Q4: 280 shares; 2025Q1: 280 shares; 2025Q2: 465 shares; 2025Q3: 479 shares; 2025Q4: 515 shares 515 $83.8K 0.03% +36 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: 275 shares; 2024Q4: 461 shares; 2025Q1: 461 shares; 2025Q2: 476 shares; 2025Q3: 407 shares; 2025Q4: 406 shares 406 $82.9K 0.03% -1 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 195 shares; 2025Q3: 320 shares; 2025Q4: 360 shares 360 $81.9K 0.03% +40 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,037 shares; 2025Q3: 6,220 shares; 2025Q4: 6,982 shares 6,982 $81.9K 0.03% +762 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46 shares; 2024Q4: 36 shares; 2025Q1: not reported; 2025Q2: 39 shares; 2025Q3: 47 shares; 2025Q4: 325 shares 325 $81.6K 0.03% +278 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,330 shares 1,330 $79.8K 0.03% new Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 798 shares 798 $79.7K 0.03% new Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,556 shares; 2024Q4: 3,496 shares; 2025Q1: 3,545 shares; 2025Q2: 3,577 shares; 2025Q3: 3,631 shares; 2025Q4: 4,042 shares 4,042 $78.1K 0.03% +411 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: 1,026 shares; 2024Q4: 1,849 shares; 2025Q1: not reported; 2025Q2: 660 shares; 2025Q3: 694 shares; 2025Q4: 730 shares 730 $77.9K 0.03% +36 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 437 shares; 2024Q4: 437 shares; 2025Q1: 437 shares; 2025Q2: 437 shares; 2025Q3: 437 shares; 2025Q4: 437 shares 437 $76.9K 0.02% 0 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: 2,731 shares; 2024Q4: 2,699 shares; 2025Q1: 2,709 shares; 2025Q2: 2,604 shares; 2025Q3: 2,564 shares; 2025Q4: 610 shares 610 $76.8K 0.02% -1,954 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 210 shares; 2024Q4: 306 shares; 2025Q1: 316 shares; 2025Q2: 194 shares; 2025Q3: 397 shares; 2025Q4: 446 shares 446 $76K 0.02% +49 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 135 shares; 2024Q4: 132 shares; 2025Q1: 143 shares; 2025Q2: 190 shares; 2025Q3: 233 shares; 2025Q4: 238 shares 238 $72.9K 0.02% +5 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: 4 shares; 2024Q4: 4 shares; 2025Q1: 7 shares; 2025Q2: 139 shares; 2025Q3: 196 shares; 2025Q4: 319 shares 319 $72.6K 0.02% +123 Timeline BBHY 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: 3,514 shares; 2024Q4: 2,074 shares; 2025Q1: 2,141 shares; 2025Q2: 1,339 shares; 2025Q3: 1,449 shares; 2025Q4: 1,560 shares 1,560 $72.5K 0.02% +111 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: 354 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 284 shares; 2025Q3: 355 shares; 2025Q4: 401 shares 401 $71.6K 0.02% +46 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 419 shares; 2024Q4: 494 shares; 2025Q1: 494 shares; 2025Q2: 494 shares; 2025Q3: 494 shares; 2025Q4: 494 shares 494 $69.7K 0.02% 0 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: 416 shares; 2024Q4: 403 shares; 2025Q1: 481 shares; 2025Q2: 486 shares; 2025Q3: 798 shares; 2025Q4: 895 shares 895 $69.2K 0.02% +97 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 107 shares; 2025Q4: 317 shares 317 $68.8K 0.02% +210 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 822 shares; 2025Q4: 826 shares 826 $68.1K 0.02% +4 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 398 shares; 2024Q4: 265 shares; 2025Q1: 253 shares; 2025Q2: 256 shares; 2025Q3: 418 shares; 2025Q4: 706 shares 706 $67.7K 0.02% +288 Timeline LOGI LOGITECH INTL S A More: the full row for LOGITECH INTL S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 239 shares; 2024Q4: 233 shares; 2025Q1: 237 shares; 2025Q2: 201 shares; 2025Q3: 329 shares; 2025Q4: 663 shares 663 $66.4K 0.02% +334 Timeline RPRX ROYALTY PHARMA PLC More: the full row for ROYALTY PHARMA 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: 1,525 shares; 2025Q4: 1,713 shares 1,713 $66.2K 0.02% +188 Timeline RWX 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: 4,001 shares; 2024Q4: 4,221 shares; 2025Q1: 3,065 shares; 2025Q2: 14,577 shares; 2025Q3: 2,380 shares; 2025Q4: 2,349 shares 2,349 $65.8K 0.02% -31 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: 3 shares; 2025Q1: 112 shares; 2025Q2: 113 shares; 2025Q3: 163 shares; 2025Q4: 186 shares 186 $65.5K 0.02% +23 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 160 shares; 2025Q4: 890 shares 890 $65.4K 0.02% +730 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 281 shares; 2024Q4: 327 shares; 2025Q1: 330 shares; 2025Q2: 332 shares; 2025Q3: 397 shares; 2025Q4: 220 shares 220 $65K 0.02% -177 Timeline CPA COPA HOLDINGS SA More: the full row for COPA HOLDINGS SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 217 shares; 2025Q3: 480 shares; 2025Q4: 537 shares 537 $64.8K 0.02% +57 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: 106 shares 106 $64.4K 0.02% new Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 745 shares; 2024Q4: 675 shares; 2025Q1: 655 shares; 2025Q2: 630 shares; 2025Q3: 620 shares; 2025Q4: 140 shares 140 $62.3K 0.02% -480 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: 264 shares; 2024Q4: 178 shares; 2025Q1: 172 shares; 2025Q2: 172 shares; 2025Q3: 172 shares; 2025Q4: 172 shares 172 $61.8K 0.02% 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: 633 shares; 2024Q4: 621 shares; 2025Q1: 612 shares; 2025Q2: 447 shares; 2025Q3: 486 shares; 2025Q4: 547 shares 547 $60.3K 0.02% +61 Timeline ENSG ENSIGN GROUP INC More: the full row for ENSIGN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 178 shares; 2024Q4: 187 shares; 2025Q1: 182 shares; 2025Q2: 182 shares; 2025Q3: 292 shares; 2025Q4: 346 shares 346 $60.3K 0.02% +54 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: 628 shares; 2024Q4: 355 shares; 2025Q1: 285 shares; 2025Q2: 285 shares; 2025Q3: 285 shares; 2025Q4: 285 shares 285 $60.1K 0.02% 0 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 943 shares; 2024Q4: 932 shares; 2025Q1: 740 shares; 2025Q2: 654 shares; 2025Q3: 680 shares; 2025Q4: 711 shares 711 $59.6K 0.02% +31 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION 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: 107 shares; 2025Q3: 329 shares; 2025Q4: 374 shares 374 $59.5K 0.02% +45 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: 64 shares; 2025Q1: 43 shares; 2025Q2: 37 shares; 2025Q3: 53 shares; 2025Q4: 55 shares 55 $58.9K 0.02% +2 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 283 shares; 2024Q4: 314 shares; 2025Q1: 319 shares; 2025Q2: 447 shares; 2025Q3: 607 shares; 2025Q4: 422 shares 422 $58.2K 0.02% -185 Timeline Nuveen Green Bond R6 Nuveen Green Bond R6 More: the full row for Nuveen Green Bond R6 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 241 shares; 2024Q4: 122 shares; 2025Q1: 124 shares; 2025Q2: 125 shares; 2025Q3: 126 shares; 2025Q4: 128 shares 128 $57.4K 0.02% +2 GFI GOLD FIELDS LTD More: the full row for GOLD FIELDS 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: 1,187 shares; 2025Q2: 1,205 shares; 2025Q3: 1,988 shares; 2025Q4: 1,313 shares 1,313 $57.3K 0.02% -675 Timeline WHR WHIRLPOOL CORP More: the full row for WHIRLPOOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 575 shares; 2024Q4: 485 shares; 2025Q1: 485 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 790 shares 790 $57K 0.02% new Timeline RBC Emerging Markets Equity… RBC Emerging Markets Equity I More: the full row for RBC Emerging Markets Equity I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,379 shares; 2024Q4: 1,996 shares; 2025Q1: 1,996 shares; 2025Q2: 1,890 shares; 2025Q3: 1,508 shares; 2025Q4: 1,503 shares 1,503 $56.3K 0.02% -5 WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 225 shares; 2024Q4: 185 shares; 2025Q1: 185 shares; 2025Q2: 185 shares; 2025Q3: 175 shares; 2025Q4: 165 shares 165 $55.6K 0.02% -10 Timeline PARNASSUS MID CAP INSTITUTI… PARNASSUS MID CAP INSTITUTIONAL More: the full row for PARNASSUS MID CAP INSTITUTIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,880 shares; 2024Q4: 962 shares; 2025Q1: 962 shares; 2025Q2: 955 shares; 2025Q3: 989 shares; 2025Q4: 1,079 shares 1,079 $54.7K 0.02% +90 SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120 shares; 2024Q4: 60 shares; 2025Q1: 171 shares; 2025Q2: 174 shares; 2025Q3: 262 shares; 2025Q4: 292 shares 292 $54.1K 0.02% +30 Timeline ULST 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: 19,244 shares; 2024Q4: 9,622 shares; 2025Q1: 9,622 shares; 2025Q2: 9,622 shares; 2025Q3: 9,622 shares; 2025Q4: 9,622 shares 9,622 $53.7K 0.02% 0 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 724 shares; 2024Q4: 370 shares; 2025Q1: 376 shares; 2025Q2: 429 shares; 2025Q3: 704 shares; 2025Q4: 1,210 shares 1,210 $53.7K 0.02% +506 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 320 shares; 2024Q4: 550 shares; 2025Q1: 560 shares; 2025Q2: 550 shares; 2025Q3: 510 shares; 2025Q4: 800 shares 800 $53.5K 0.02% +290 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: 128 shares; 2024Q4: 104 shares; 2025Q1: 71 shares; 2025Q2: 178 shares; 2025Q3: 312 shares; 2025Q4: 366 shares 366 $51.2K 0.02% +54 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 249 shares; 2025Q4: 281 shares 281 $51.1K 0.02% +32 Timeline HRB BLOCK H & R INC More: the full row for BLOCK H & R INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,476 shares; 2024Q4: 1,490 shares; 2025Q1: 1,466 shares; 2025Q2: 1,345 shares; 2025Q3: 1,285 shares; 2025Q4: 1,135 shares 1,135 $49.5K 0.02% -150 Timeline IWX 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: 714 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 530 shares 530 $48.7K 0.02% new 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: 360 shares; 2024Q4: 295 shares; 2025Q1: 293 shares; 2025Q2: 257 shares; 2025Q3: 180 shares; 2025Q4: 163 shares 163 $48.7K 0.02% -17 Timeline Hartford Schroders Internat… Hartford Schroders International … More: the full row for Hartford Schroders International Stk I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,415 shares; 2024Q4: 1,662 shares; 2025Q1: 1,629 shares; 2025Q2: 1,541 shares; 2025Q3: 1,218 shares; 2025Q4: 1,237 shares 1,237 $48.6K 0.02% +19 SONY SONY GROUP CORP More: the full row for SONY GROUP 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: 1,875 shares 1,875 $48.2K 0.02% new Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10 shares; 2025Q3: 225 shares; 2025Q4: 377 shares 377 $48.1K 0.02% +152 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 27 shares; 2025Q4: 257 shares 257 $47.7K 0.02% +230 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 505 shares; 2025Q4: 1,647 shares 1,647 $47.5K 0.02% +1,142 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: 214 shares; 2024Q4: 214 shares; 2025Q1: 214 shares; 2025Q2: 214 shares; 2025Q3: 214 shares; 2025Q4: 214 shares 214 $46.9K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 147 shares 147 $46.8K 0.02% new Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 220 shares; 2024Q4: 455 shares; 2025Q1: 555 shares; 2025Q2: 660 shares; 2025Q3: 660 shares; 2025Q4: 660 shares 660 $46.2K 0.01% 0 Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,230 shares 1,230 $46K 0.01% new Timeline QLYS QUALYS INC More: the full row for QUALYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 62 shares; 2025Q1: 41 shares; 2025Q2: 82 shares; 2025Q3: 152 shares; 2025Q4: 345 shares 345 $45.9K 0.01% +193 Timeline BWX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,546 shares; 2024Q4: 1,430 shares; 2025Q1: 1,390 shares; 2025Q2: 989 shares; 2025Q3: 1,000 shares; 2025Q4: 2,035 shares 2,035 $45.9K 0.01% +1,035 Timeline TILE INTERFACE INC More: the full row for INTERFACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 595 shares; 2025Q1: 589 shares; 2025Q2: 589 shares; 2025Q3: 1,569 shares; 2025Q4: 1,642 shares 1,642 $45.8K 0.01% +73 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 282 shares; 2025Q3: 299 shares; 2025Q4: 299 shares 299 $44.5K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 175 shares 175 $44.4K 0.01% new Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG 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: 9 shares 9 $44K 0.01% new Timeline PRIM PRIMORIS SVCS CORP More: the full row for PRIMORIS SVCS 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: 122 shares; 2025Q2: 122 shares; 2025Q3: 321 shares; 2025Q4: 349 shares 349 $43.3K 0.01% +28 Timeline LGND LIGAND PHARMACEUTICALS INC More: the full row for LIGAND PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 77 shares; 2025Q1: 77 shares; 2025Q2: 113 shares; 2025Q3: 210 shares; 2025Q4: 228 shares 228 $43.1K 0.01% +18 Timeline OSIS OSI SYSTEMS INC More: the full row for OSI SYSTEMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93 shares; 2024Q4: 154 shares; 2025Q1: 152 shares; 2025Q2: 91 shares; 2025Q3: 144 shares; 2025Q4: 169 shares 169 $43.1K 0.01% +25 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: 745 shares; 2024Q4: 380 shares; 2025Q1: 380 shares; 2025Q2: 380 shares; 2025Q3: 387 shares; 2025Q4: 380 shares 380 $42.6K 0.01% -7 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 219 shares; 2024Q4: 120 shares; 2025Q1: 123 shares; 2025Q2: 125 shares; 2025Q3: 204 shares; 2025Q4: 229 shares 229 $42.5K 0.01% +25 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: not reported; 2024Q4: 24 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 351 shares 351 $42.2K 0.01% new Timeline AYI ACUITY INC More: the full row for ACUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62 shares; 2024Q4: 69 shares; 2025Q1: 80 shares; 2025Q2: 45 shares; 2025Q3: 100 shares; 2025Q4: 117 shares 117 $42.1K 0.01% +17 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 304 shares; 2024Q4: 304 shares; 2025Q1: 304 shares; 2025Q2: 304 shares; 2025Q3: 304 shares; 2025Q4: 304 shares 304 $41.6K 0.01% 0 Timeline HURN HURON CONSULTING GROUP INC More: the full row for HURON CONSULTING GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119 shares; 2024Q4: 117 shares; 2025Q1: 116 shares; 2025Q2: 116 shares; 2025Q3: 195 shares; 2025Q4: 238 shares 238 $41.2K 0.01% +43 Timeline ESLOY ESSILORLUXOTTICA AMERICAN DEPO More: the full row for ESSILORLUXOTTICA AMERICAN DEPO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22 shares; 2024Q4: 9 shares; 2025Q1: 9 shares; 2025Q2: 7 shares; 2025Q3: not reported; 2025Q4: 5 shares 5 $41K 0.01% new Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,840 shares; 2024Q4: 5,542 shares; 2025Q1: 5,542 shares; 2025Q2: 5,497 shares; 2025Q3: 5,337 shares; 2025Q4: 1,030 shares 1,030 $40.6K 0.01% -4,307 Timeline FPEI 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: 1,006 shares; 2024Q4: 908 shares; 2025Q1: 1,276 shares; 2025Q2: 784 shares; 2025Q3: 409 shares; 2025Q4: 410 shares 410 $39.8K 0.01% +1 Timeline LAZ LAZARD INC More: the full row for LAZARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 735 shares; 2024Q4: 760 shares; 2025Q1: 800 shares; 2025Q2: 875 shares; 2025Q3: 815 shares; 2025Q4: 815 shares 815 $39.6K 0.01% 0 Timeline MMS MAXIMUS INC More: the full row for MAXIMUS 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: 75 shares; 2025Q2: 156 shares; 2025Q3: 348 shares; 2025Q4: 451 shares 451 $38.9K 0.01% +103 Timeline EVTC EVERTEC INC More: the full row for EVERTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 229 shares; 2024Q4: 330 shares; 2025Q1: 328 shares; 2025Q2: 328 shares; 2025Q3: 763 shares; 2025Q4: 1,325 shares 1,325 $38.5K 0.01% +562 Timeline PLMR PALOMAR HLDGS INC More: the full row for PALOMAR 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: 70 shares; 2025Q2: 70 shares; 2025Q3: 217 shares; 2025Q4: 286 shares 286 $38.5K 0.01% +69 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest 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: 1,840 shares 1,840 $38K 0.01% new Timeline DORM DORMAN PRODS INC More: the full row for DORMAN PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 66 shares; 2025Q1: 104 shares; 2025Q2: 104 shares; 2025Q3: 244 shares; 2025Q4: 306 shares 306 $37.7K 0.01% +62 Timeline CNO CNO FINL GROUP INC More: the full row for CNO FINL 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: 210 shares; 2025Q2: 296 shares; 2025Q3: not reported; 2025Q4: 868 shares 868 $36.9K 0.01% new Timeline VIPS VIPSHOP HLDGS LTD More: the full row for VIPSHOP HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 922 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 813 shares; 2025Q4: 2,063 shares 2,063 $36.5K 0.01% +1,250 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: 2,576 shares 2,576 $36.4K 0.01% new Timeline FJTSY FUJITSU LTD ADR (5 COM) More: the full row for FUJITSU LTD ADR (5 COM) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 132 shares; 2024Q4: 70 shares; 2025Q1: 55 shares; 2025Q2: 55 shares; 2025Q3: not reported; 2025Q4: 55 shares 55 $36.3K 0.01% new Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,301 shares; 2024Q4: 2,266 shares; 2025Q1: 2,266 shares; 2025Q2: 2,231 shares; 2025Q3: 2,161 shares; 2025Q4: 165 shares 165 $35.8K 0.01% -1,996 Timeline JUST GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,746 shares; 2024Q4: 860 shares; 2025Q1: 853 shares; 2025Q2: 842 shares; 2025Q3: 718 shares; 2025Q4: 705 shares 705 $35.2K 0.01% -13 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: 275 shares; 2024Q4: 102 shares; 2025Q1: 71 shares; 2025Q2: 84 shares; 2025Q3: 119 shares; 2025Q4: 136 shares 136 $35K 0.01% +17 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: 8 shares; 2024Q4: 22 shares; 2025Q1: 22 shares; 2025Q2: 33 shares; 2025Q3: 38 shares; 2025Q4: 225 shares 225 $34.5K 0.01% +187 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS 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: 307 shares; 2025Q3: 599 shares; 2025Q4: 783 shares 783 $34.3K 0.01% +184 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: 120 shares; 2025Q2: 191 shares; 2025Q3: 360 shares; 2025Q4: 425 shares 425 $34K 0.01% +65 Timeline ITOCY ITOCHU CORP-ADR- More: the full row for ITOCHU CORP-ADR- Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10 shares; 2024Q4: 11 shares; 2025Q1: 6 shares; 2025Q2: 6 shares; 2025Q3: not reported; 2025Q4: 6 shares 6 $34K 0.01% new 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: 91 shares; 2024Q4: 60 shares; 2025Q1: 49 shares; 2025Q2: 49 shares; 2025Q3: 32 shares; 2025Q4: 55 shares 55 $33.7K 0.01% +23 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 332 shares 332 $33.2K 0.01% new 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: 144 shares; 2024Q4: 72 shares; 2025Q1: 52 shares; 2025Q2: 52 shares; 2025Q3: 52 shares; 2025Q4: 52 shares 52 $32.7K 0.01% 0 Timeline URBN URBAN OUTFITTERS INC More: the full row for URBAN OUTFITTERS 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: 227 shares; 2025Q4: 432 shares 432 $32.5K 0.01% +205 Timeline TRMK TRUSTMARK CORP More: the full row for TRUSTMARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 275 shares; 2024Q4: 315 shares; 2025Q1: 233 shares; 2025Q2: 398 shares; 2025Q3: 743 shares; 2025Q4: 817 shares 817 $31.8K 0.01% +74 Timeline PRDO PERDOCEO ED CORP More: the full row for PERDOCEO ED CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 365 shares; 2024Q4: 602 shares; 2025Q1: 314 shares; 2025Q2: 314 shares; 2025Q3: 836 shares; 2025Q4: 1,080 shares 1,080 $31.7K 0.01% +244 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 224 shares; 2024Q4: 224 shares; 2025Q1: 224 shares; 2025Q2: 224 shares; 2025Q3: 224 shares; 2025Q4: 224 shares 224 $31.6K 0.01% 0 Timeline ESI ELEMENT SOLUTIONS INC More: the full row for ELEMENT SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,175 shares; 2024Q4: 2,086 shares; 2025Q1: 2,062 shares; 2025Q2: 257 shares; 2025Q3: 940 shares; 2025Q4: 1,242 shares 1,242 $31K 0.01% +302 Timeline RFI COHEN & STEERS TOTAL RETURN More: the full row for COHEN & STEERS TOTAL RETURN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares 1,000 $30.8K 0.01% 0 Timeline AM ANTERO MIDSTREAM CORP More: the full row for ANTERO MIDSTREAM 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: 301 shares; 2025Q3: 1,295 shares; 2025Q4: 1,728 shares 1,728 $30.7K 0.01% +433 Timeline SIG SIGNET JEWELERS LTD More: the full row for SIGNET JEWELERS 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: 368 shares 368 $30.5K 0.01% new Timeline BRC BRADY CORP More: the full row for BRADY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 171 shares; 2025Q1: 123 shares; 2025Q2: 123 shares; 2025Q3: 226 shares; 2025Q4: 389 shares 389 $30.5K 0.01% +163 Timeline GRMN GARMIN LTD More: the full row for GARMIN 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: 100 shares; 2025Q2: 82 shares; 2025Q3: 133 shares; 2025Q4: 150 shares 150 $30.4K 0.01% +17 Timeline INVESTMENT CO AMER CL F-2 S… INVESTMENT CO AMER CL F-2 SHS More: the full row for INVESTMENT CO AMER CL F-2 SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,162 shares; 2024Q4: 600 shares; 2025Q1: 602 shares; 2025Q2: 679 shares; 2025Q3: 653 shares; 2025Q4: 712 shares 712 $30.4K 0.01% +59 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: 21 shares; 2024Q4: 9 shares; 2025Q1: 9 shares; 2025Q2: 9 shares; 2025Q3: 98 shares; 2025Q4: 104 shares 104 $29.7K 0.01% +6 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 190 shares 190 $29.3K 0.01% new 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: 6,648 shares; 2024Q4: 3,106 shares; 2025Q1: 3,106 shares; 2025Q2: 4,196 shares; 2025Q3: 4,625 shares; 2025Q4: 2,199 shares 2,199 $29.3K 0.01% -2,426 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 162 shares; 2024Q4: 72 shares; 2025Q1: 115 shares; 2025Q2: 80 shares; 2025Q3: 150 shares; 2025Q4: 244 shares 244 $29.2K 0.01% +94 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: 789 shares; 2024Q4: 916 shares; 2025Q1: 150 shares; 2025Q2: 151 shares; 2025Q3: 249 shares; 2025Q4: 280 shares 280 $29.2K 0.01% +31 Timeline SPBO SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,235 shares; 2024Q4: 1,465 shares; 2025Q1: 1,160 shares; 2025Q2: 974 shares; 2025Q3: 1,012 shares; 2025Q4: 989 shares 989 $29K 0.01% -23 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 445 shares; 2025Q1: 365 shares; 2025Q2: 324 shares; 2025Q3: 484 shares; 2025Q4: 270 shares 270 $28.9K 0.01% -214 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: 35 shares; 2024Q4: 73 shares; 2025Q1: 73 shares; 2025Q2: 123 shares; 2025Q3: 88 shares; 2025Q4: 168 shares 168 $28.7K 0.01% +80 Timeline RNG RINGCENTRAL INC More: the full row for RINGCENTRAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 238 shares; 2025Q1: 238 shares; 2025Q2: 238 shares; 2025Q3: 769 shares; 2025Q4: 991 shares 991 $28.6K 0.01% +222 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,556 shares; 2024Q4: 1,778 shares; 2025Q1: not reported; 2025Q2: 1,932 shares; 2025Q3: 1,932 shares; 2025Q4: 1,932 shares 1,932 $28.3K 0.01% 0 Timeline VIRT VIRTU FINL INC More: the full row for VIRTU FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 209 shares; 2025Q2: 267 shares; 2025Q3: 612 shares; 2025Q4: 833 shares 833 $27.8K 0.01% +221 Timeline SON SONOCO PRODS CO More: the full row for SONOCO PRODS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,050 shares; 2024Q4: 2,015 shares; 2025Q1: 1,930 shares; 2025Q2: 2,185 shares; 2025Q3: 3,145 shares; 2025Q4: 635 shares 635 $27.7K 0.01% -2,510 Timeline Capital World Growth Income… Capital World Growth Income Fu More: the full row for Capital World Growth Income Fu Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 738 shares; 2024Q4: 394 shares; 2025Q1: 395 shares; 2025Q2: 441 shares; 2025Q3: 442 shares; 2025Q4: 485 shares 485 $27.6K 0.01% +43 American Funds Multi-Sector… American Funds Multi-Sector Incom… More: the full row for American Funds Multi-Sector Income F-2 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,751 shares; 2024Q4: 896 shares; 2025Q1: 910 shares; 2025Q2: 990 shares; 2025Q3: 1,006 shares; 2025Q4: 1,022 shares 1,022 $27.5K 0.01% +16 JBND 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: 498 shares 498 $26.9K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 51 shares; 2025Q4: 176 shares 176 $26.5K 0.01% +125 Timeline FIVN FIVE9 INC More: the full row for FIVE9 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: 325 shares; 2025Q2: 325 shares; 2025Q3: 982 shares; 2025Q4: 1,318 shares 1,318 $26.4K 0.01% +336 Timeline YOU CLEAR SECURE INC More: the full row for CLEAR SECURE 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: 308 shares; 2025Q2: 308 shares; 2025Q3: 573 shares; 2025Q4: 751 shares 751 $26.3K 0.01% +178 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: not reported; 2024Q4: 25 shares; 2025Q1: 25 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares 100 $26.2K 0.01% 0 Timeline FRSH FRESHWORKS INC More: the full row for FRESHWORKS 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: 526 shares; 2025Q2: 526 shares; 2025Q3: 1,577 shares; 2025Q4: 2,123 shares 2,123 $26K 0.01% +546 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 224 shares; 2024Q4: 224 shares; 2025Q1: 224 shares; 2025Q2: 224 shares; 2025Q3: 224 shares; 2025Q4: 224 shares 224 $25.5K 0.01% 0 Timeline YETI YETI HLDGS INC More: the full row for YETI HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 571 shares 571 $25.2K 0.01% new Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10 shares; 2024Q4: 4 shares; 2025Q1: 3 shares; 2025Q2: 3 shares; 2025Q3: not reported; 2025Q4: 2 shares 2 $25.2K 0.01% new Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 262 shares; 2024Q4: 131 shares; 2025Q1: 131 shares; 2025Q2: 125 shares; 2025Q3: 100 shares; 2025Q4: 100 shares 100 $25.1K 0.01% 0 Timeline WTS WATTS WATER TECHNOLOGIES INC More: the full row for WATTS WATER 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: 38 shares; 2025Q2: 38 shares; 2025Q3: 70 shares; 2025Q4: 91 shares 91 $25.1K 0.01% +21 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 65 shares; 2025Q1: 65 shares; 2025Q2: 85 shares; 2025Q3: 85 shares; 2025Q4: 85 shares 85 $25K 0.01% 0 Timeline HALO HALOZYME THERAPEUTICS INC More: the full row for HALOZYME THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 260 shares; 2024Q4: 300 shares; 2025Q1: 297 shares; 2025Q2: 226 shares; 2025Q3: 424 shares; 2025Q4: 368 shares 368 $24.8K 0.01% -56 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3 shares; 2025Q4: 100 shares 100 $24.7K 0.01% +97 Timeline SPMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,685 shares; 2024Q4: 1,557 shares; 2025Q1: 1,280 shares; 2025Q2: 1,056 shares; 2025Q3: 1,106 shares; 2025Q4: 1,085 shares 1,085 $24.3K 0.01% -21 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: not reported; 2024Q4: 25 shares; 2025Q1: 25 shares; 2025Q2: 35 shares; 2025Q3: 59 shares; 2025Q4: 104 shares 104 $24.1K 0.01% +45 Timeline CR CRANE COMPANY More: the full row for CRANE COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91 shares; 2024Q4: 56 shares; 2025Q1: 55 shares; 2025Q2: 55 shares; 2025Q3: 101 shares; 2025Q4: 130 shares 130 $24K 0.01% +29 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: 241 shares; 2024Q4: 119 shares; 2025Q1: 132 shares; 2025Q2: 131 shares; 2025Q3: 11 shares; 2025Q4: 117 shares 117 $23.9K 0.01% +106 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: not reported; 2024Q4: 842 shares; 2025Q1: 838 shares; 2025Q2: 330 shares; 2025Q3: 430 shares; 2025Q4: 440 shares 440 $23.7K 0.01% +10 Timeline NMRK NEWMARK GROUP INC More: the full row for NEWMARK GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 758 shares; 2024Q4: 586 shares; 2025Q1: 581 shares; 2025Q2: 581 shares; 2025Q3: 1,065 shares; 2025Q4: 1,366 shares 1,366 $23.7K 0.01% +301 Timeline CRL CHARLES RIV LABS INTL INC More: the full row for CHARLES RIV LABS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 118 shares 118 $23.5K 0.01% new Timeline CARG CARGURUS INC More: the full row for CARGURUS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 258 shares; 2025Q1: 253 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 605 shares 605 $23.2K 0.01% new Timeline AMERICAN GLOBAL INSIGHT FUN… AMERICAN GLOBAL INSIGHT FUND CLAS… More: the full row for AMERICAN GLOBAL INSIGHT FUND CLASS F2 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 706 shares; 2024Q4: 357 shares; 2025Q1: 357 shares; 2025Q2: 391 shares; 2025Q3: 391 shares; 2025Q4: 395 shares 395 $23K 0.01% +4 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: 37 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 107 shares; 2025Q3: 202 shares; 2025Q4: 277 shares 277 $22.3K 0.01% +75 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 132 shares; 2024Q4: 66 shares; 2025Q1: 66 shares; 2025Q2: 66 shares; 2025Q3: 66 shares; 2025Q4: 66 shares 66 $22K 0.01% 0 Timeline AMPH AMPHASTAR PHARMACEUTICALS IN More: the full row for AMPHASTAR PHARMACEUTICALS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 243 shares; 2024Q4: 246 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 611 shares; 2025Q4: 819 shares 819 $21.9K 0.01% +208 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: 3 shares; 2024Q4: 2 shares; 2025Q1: 3 shares; 2025Q2: 3 shares; 2025Q3: 16 shares; 2025Q4: 31 shares 31 $21.7K 0.01% +15 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: 284 shares; 2024Q4: 142 shares; 2025Q1: 142 shares; 2025Q2: 6,924 shares; 2025Q3: 7,073 shares; 2025Q4: 276 shares 276 $21.3K 0.01% -6,797 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: 133 shares; 2024Q4: 13 shares; 2025Q1: 13 shares; 2025Q2: 13 shares; 2025Q3: 85 shares; 2025Q4: 160 shares 160 $21.3K 0.01% +75 Timeline CCM Community Impact Bond R… CCM Community Impact Bond Retail More: the full row for CCM Community Impact Bond Retail Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 719 shares; 2024Q4: 364 shares; 2025Q1: 367 shares; 2025Q2: 360 shares; 2025Q3: 363 shares; 2025Q4: 366 shares 366 $21.1K 0.01% +3 BCS BARCLAYS PLC More: the full row for BARCLAYS 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: 827 shares 827 $21.1K 0.01% new 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: 1,035 shares; 2025Q1: 1,135 shares; 2025Q2: not reported; 2025Q3: 180 shares; 2025Q4: 180 shares 180 $20.9K 0.01% 0 Timeline FHI FEDERATED HERMES INC More: the full row for FEDERATED HERMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 240 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 302 shares; 2025Q4: 400 shares 400 $20.8K 0.01% +98 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: 16 shares; 2024Q4: 15 shares; 2025Q1: 15 shares; 2025Q2: 60 shares; 2025Q3: 80 shares; 2025Q4: 59 shares 59 $20.7K 0.01% -21 Timeline SLNO SOLENO THERAPEUTICS INC More: the full row for SOLENO THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 436 shares 436 $20.2K 0.01% new Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 85 shares; 2025Q4: 123 shares 123 $19.9K 0.01% +38 Timeline TLN TALEN ENERGY CORP More: the full row for TALEN 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: 24 shares; 2025Q4: 53 shares 53 $19.9K 0.01% +29 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: not reported; 2024Q4: not reported; 2025Q1: 117 shares; 2025Q2: 118 shares; 2025Q3: 281 shares; 2025Q4: 71 shares 71 $19.6K 0.01% -210 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 384 shares 384 $19.4K 0.01% new Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10 shares; 2025Q2: 17 shares; 2025Q3: 43 shares; 2025Q4: 36 shares 36 $19.2K 0.01% -7 Timeline SYBT STOCK YDS BANCORP INC More: the full row for STOCK YDS BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 120 shares; 2025Q1: 120 shares; 2025Q2: 120 shares; 2025Q3: 222 shares; 2025Q4: 295 shares 295 $19.2K 0.01% +73 Timeline LCII LCI INDS More: the full row for LCI INDS Quarterly shares; oldest 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: 157 shares 157 $19.1K 0.01% new Timeline Invesco Floating Rate ESG Y Invesco Floating Rate ESG Y More: the full row for Invesco Floating Rate ESG Y Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,686 shares; 2024Q4: 1,660 shares; 2025Q1: 1,698 shares; 2025Q2: 1,732 shares; 2025Q3: 2,387 shares; 2025Q4: 2,433 shares 2,433 $19K 0.01% +46 MCRI MONARCH CASINO & RESORT INC More: the full row for MONARCH CASINO & RESORT 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: 150 shares; 2025Q4: 196 shares 196 $18.8K 0.01% +46 Timeline PLAB PHOTRONICS INC More: the full row for PHOTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 220 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 584 shares 584 $18.7K 0.01% new Timeline RYCEY ROLLS-ROYCE HOLDINGS-SP ADR More: the full row for ROLLS-ROYCE HOLDINGS-SP ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 194 shares; 2024Q4: 126 shares; 2025Q1: 126 shares; 2025Q2: 126 shares; 2025Q3: not reported; 2025Q4: 105 shares 105 $18.7K 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: 400 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 482 shares; 2025Q4: 480 shares 480 $18.5K 0.01% -2 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: 91 shares; 2024Q4: 91 shares; 2025Q1: 220 shares; 2025Q2: 91 shares; 2025Q3: 91 shares; 2025Q4: 91 shares 91 $17.7K 0.01% 0 Timeline Nuveen Core Impact Bond R6 Nuveen Core Impact Bond R6 More: the full row for Nuveen Core Impact Bond R6 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,739 shares; 2024Q4: 8,724 shares; 2025Q1: 8,820 shares; 2025Q2: 8,915 shares; 2025Q3: 8,022 shares; 2025Q4: 8,110 shares 8,110 $17.5K 0.01% +88 IDA IDACORP INC More: the full row for IDACORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 135 shares; 2025Q1: 134 shares; 2025Q2: 134 shares; 2025Q3: 172 shares; 2025Q4: 138 shares 138 $17.5K 0.01% -34 Timeline EPRT ESSENTIAL PPTYS RLTY TR INC More: the full row for ESSENTIAL PPTYS RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 252 shares; 2024Q4: 246 shares; 2025Q1: 243 shares; 2025Q2: 243 shares; 2025Q3: not reported; 2025Q4: 584 shares 584 $17.3K 0.01% new 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: 190 shares; 2024Q4: 95 shares; 2025Q1: 107 shares; 2025Q2: 107 shares; 2025Q3: 107 shares; 2025Q4: 107 shares 107 $17.1K 0.01% 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: 210 shares; 2024Q4: 169 shares; 2025Q1: 173 shares; 2025Q2: 175 shares; 2025Q3: 37 shares; 2025Q4: 125 shares 125 $17.1K 0.01% +88 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 835 shares; 2024Q4: 835 shares; 2025Q1: 835 shares; 2025Q2: 835 shares; 2025Q3: 835 shares; 2025Q4: 835 shares 835 $16.9K 0.01% 0 Timeline BOOT BOOT BARN HLDGS INC More: the full row for BOOT BARN 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: 66 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 94 shares 94 $16.6K 0.01% new Timeline JIRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 320 shares; 2024Q4: 415 shares; 2025Q1: 394 shares; 2025Q2: 504 shares; 2025Q3: 421 shares; 2025Q4: 221 shares 221 $16.5K 0.01% -200 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: 950 shares; 2024Q4: 969 shares; 2025Q1: 945 shares; 2025Q2: 975 shares; 2025Q3: 121 shares; 2025Q4: 31 shares 31 $16.5K 0.01% -90 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 331 shares; 2025Q4: 327 shares 327 $16.4K 0.01% -4 Timeline Value Line Select Core Inv Value Line Select Core Inv More: the full row for Value Line Select Core Inv Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,342 shares; 2024Q4: 5,186 shares; 2025Q1: 5,186 shares; 2025Q2: 5,186 shares; 2025Q3: 5,186 shares; 2025Q4: 5,635 shares 5,635 $16K 0.01% +449 BAB 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: 605 shares; 2024Q4: 386 shares; 2025Q1: 386 shares; 2025Q2: 261 shares; 2025Q3: not reported; 2025Q4: 200 shares 200 $15.9K 0.01% new Timeline AMERICAN BOND FUND OF AMERI… AMERICAN BOND FUND OF AMERICA CLA… More: the full row for AMERICAN BOND FUND OF AMERICA CLASS F2 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,420 shares; 2024Q4: 722 shares; 2025Q1: 730 shares; 2025Q2: 806 shares; 2025Q3: 814 shares; 2025Q4: 824 shares 824 $15.7K 0.01% +10 Impax International Sust Ec… Impax International Sust Econ Ins… More: the full row for Impax International Sust Econ Instl Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,807 shares; 2024Q4: 2,814 shares; 2025Q1: 2,765 shares; 2025Q2: 2,629 shares; 2025Q3: 2,151 shares; 2025Q4: 2,237 shares 2,237 $15.7K 0.01% +86 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: 533 shares; 2024Q4: 622 shares; 2025Q1: 516 shares; 2025Q2: 587 shares; 2025Q3: 804 shares; 2025Q4: 130 shares 130 $15.2K <0.01% -674 Timeline AMERICAN CAPITAL INCOME BUI… AMERICAN CAPITAL INCOME BUILDER F… More: the full row for AMERICAN CAPITAL INCOME BUILDER FUND CLASS F2 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 475 shares; 2024Q4: 247 shares; 2025Q1: 249 shares; 2025Q2: 255 shares; 2025Q3: 257 shares; 2025Q4: 272 shares 272 $15.2K <0.01% +15 AMERICAN WASHINGTON MUTUAL … AMERICAN WASHINGTON MUTUAL INVEST… More: the full row for AMERICAN WASHINGTON MUTUAL INVESTORS FUND CLASS F2 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 541 shares; 2024Q4: 284 shares; 2025Q1: 284 shares; 2025Q2: 317 shares; 2025Q3: 318 shares; 2025Q4: 334 shares 334 $15.2K <0.01% +16 IUSG 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: 90 shares 90 $15.1K <0.01% new Timeline PGX 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: 1,000 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares 500 $15.1K <0.01% 0 Timeline SFM SPROUTS FMRS MKT INC More: the full row for SPROUTS FMRS MKT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 221 shares; 2024Q4: 163 shares; 2025Q1: 77 shares; 2025Q2: 77 shares; 2025Q3: 184 shares; 2025Q4: 185 shares 185 $14.7K <0.01% +1 Timeline SCBFY STANDARD CHARTERED PLC ADR (UK More: the full row for STANDARD CHARTERED PLC ADR (UK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20 shares; 2025Q3: not reported; 2025Q4: 20 shares 20 $14.6K <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: 395 shares; 2024Q4: 270 shares; 2025Q1: 90 shares; 2025Q2: 90 shares; 2025Q3: 90 shares; 2025Q4: 90 shares 90 $14.6K <0.01% 0 Timeline FOXA FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 203 shares; 2024Q4: 116 shares; 2025Q1: 167 shares; 2025Q2: 167 shares; 2025Q3: 211 shares; 2025Q4: 193 shares 193 $14.1K <0.01% -18 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: 9 shares; 2024Q4: 48 shares; 2025Q1: 48 shares; 2025Q2: 63 shares; 2025Q3: 64 shares; 2025Q4: 73 shares 73 $14.1K <0.01% +9 Timeline AMERICAN FUNDS STRATEGIC BO… AMERICAN FUNDS STRATEGIC BOND FUN… More: the full row for AMERICAN FUNDS STRATEGIC BOND FUND CLASS F-2 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,781 shares; 2024Q4: 902 shares; 2025Q1: 910 shares; 2025Q2: 952 shares; 2025Q3: 961 shares; 2025Q4: 971 shares 971 $14K <0.01% +10 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: not reported; 2024Q4: 15 shares; 2025Q1: 15 shares; 2025Q2: 40 shares; 2025Q3: 30 shares; 2025Q4: 30 shares 30 $14K <0.01% 0 Timeline AMERICAN GROWTH FUND OF AME… AMERICAN GROWTH FUND OF AMERICA C… More: the full row for AMERICAN GROWTH FUND OF AMERICA CLASS F2 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 316 shares; 2024Q4: 173 shares; 2025Q1: 173 shares; 2025Q2: 187 shares; 2025Q3: 187 shares; 2025Q4: 209 shares 209 $13.9K <0.01% +22 AMERICAN SMALL-CAP WORLD FU… AMERICAN SMALL-CAP WORLD FUND CLA… More: the full row for AMERICAN SMALL-CAP WORLD FUND CLASS F2 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 364 shares; 2024Q4: 184 shares; 2025Q1: 184 shares; 2025Q2: 231 shares; 2025Q3: 231 shares; 2025Q4: 242 shares 242 $13.8K <0.01% +11 APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6 shares; 2024Q4: 6 shares; 2025Q1: 6 shares; 2025Q2: 6 shares; 2025Q3: 67 shares; 2025Q4: 95 shares 95 $13.8K <0.01% +28 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: 50 shares; 2024Q4: 92 shares; 2025Q1: 114 shares; 2025Q2: 114 shares; 2025Q3: 175 shares; 2025Q4: 168 shares 168 $13.7K <0.01% -7 Timeline MGPI MGP INGREDIENTS INC NEW More: the full row for MGP INGREDIENTS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 563 shares 563 $13.7K <0.01% new Timeline CCM Community Impact Bond I… CCM Community Impact Bond Institu… More: the full row for CCM Community Impact Bond Institutional Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,897 shares; 2024Q4: 3,309 shares; 2025Q1: 3,338 shares; 2025Q2: 3,368 shares; 2025Q3: 2,797 shares; 2025Q4: 2,822 shares 2,822 $13.6K <0.01% +25 BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 141 shares 141 $13.4K <0.01% new Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 303 shares; 2024Q4: 230 shares; 2025Q1: 230 shares; 2025Q2: 229 shares; 2025Q3: 10 shares; 2025Q4: 200 shares 200 $13.4K <0.01% +190 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 43 shares; 2025Q1: 70 shares; 2025Q2: not reported; 2025Q3: 90 shares; 2025Q4: 128 shares 128 $13.3K <0.01% +38 Timeline FHN FIRST HORIZON CORPORATION More: the full row for FIRST HORIZON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,925 shares; 2024Q4: 1,690 shares; 2025Q1: 895 shares; 2025Q2: 895 shares; 2025Q3: 895 shares; 2025Q4: 545 shares 545 $13K <0.01% -350 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: 235 shares; 2024Q4: 162 shares; 2025Q1: 162 shares; 2025Q2: 164 shares; 2025Q3: 216 shares; 2025Q4: 50 shares 50 $12.9K <0.01% -166 Timeline HEI-A HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14 shares; 2024Q4: 5 shares; 2025Q1: 5 shares; 2025Q2: 5 shares; 2025Q3: not reported; 2025Q4: 4 shares 4 $12.9K <0.01% new Timeline BGRN 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: 1,548 shares; 2024Q4: 785 shares; 2025Q1: 785 shares; 2025Q2: 785 shares; 2025Q3: 941 shares; 2025Q4: 941 shares 941 $12.9K <0.01% 0 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: 201 shares; 2024Q4: 287 shares; 2025Q1: 284 shares; 2025Q2: 47 shares; 2025Q3: 57 shares; 2025Q4: 53 shares 53 $12.8K <0.01% -4 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 44 shares; 2025Q4: 62 shares 62 $12.7K <0.01% +18 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 40 shares; 2025Q2: 40 shares; 2025Q3: not reported; 2025Q4: 37 shares 37 $12.5K <0.01% new Timeline SLM SLM CORP More: the full row for SLM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 461 shares; 2024Q4: 461 shares; 2025Q1: 461 shares; 2025Q2: 461 shares; 2025Q3: 461 shares; 2025Q4: 461 shares 461 $12.5K <0.01% 0 Timeline HE HAWAIIAN ELEC INDS INC MTN B More: the full row for HAWAIIAN ELEC INDS INC MTN B Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,100 shares; 2024Q4: 1,050 shares; 2025Q1: 1,050 shares; 2025Q2: 1,050 shares; 2025Q3: 1,050 shares; 2025Q4: 1,050 shares 1,050 $12.4K <0.01% 0 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3 shares 3 $12.4K <0.01% new Timeline SN SHARKNINJA INC More: the full row for SHARKNINJA 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: 77 shares; 2025Q4: 110 shares 110 $12.3K <0.01% +33 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 40 shares; 2025Q4: 155 shares 155 $12.3K <0.01% +115 Timeline UHS UNIVERSAL HLTH SVCS INC More: the full row for UNIVERSAL HLTH SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 32 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 61 shares; 2025Q4: 56 shares 56 $12.2K <0.01% -5 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35 shares; 2024Q4: 34 shares; 2025Q1: 32 shares; 2025Q2: 26 shares; 2025Q3: 31 shares; 2025Q4: 22 shares 22 $12.1K <0.01% -9 Timeline Impax International Sust Ec… Impax International Sust Econ Inv More: the full row for Impax International Sust Econ Inv Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 724 shares; 2024Q4: 367 shares; 2025Q1: 367 shares; 2025Q2: 315 shares; 2025Q3: 315 shares; 2025Q4: 331 shares 331 $12.1K <0.01% +16 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: not reported; 2024Q4: not reported; 2025Q1: 49 shares; 2025Q2: 54 shares; 2025Q3: 59 shares; 2025Q4: 65 shares 65 $12K <0.01% +6 Timeline GVI 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: 110 shares; 2025Q1: 110 shares; 2025Q2: 110 shares; 2025Q3: 110 shares; 2025Q4: 110 shares 110 $11.8K <0.01% 0 Timeline ENGIY ENGIE (FRANCE) More: the full row for ENGIE (FRANCE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 148 shares; 2024Q4: 61 shares; 2025Q1: 61 shares; 2025Q2: 61 shares; 2025Q3: not reported; 2025Q4: 34 shares 34 $11.8K <0.01% new Timeline AMERICAN BALANCED FUND CLAS… AMERICAN BALANCED FUND CLASS F2 More: the full row for AMERICAN BALANCED FUND CLASS F2 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 950 shares; 2024Q4: 504 shares; 2025Q1: 506 shares; 2025Q2: 543 shares; 2025Q3: 545 shares; 2025Q4: 584 shares 584 $11.7K <0.01% +39 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: 1,112 shares; 2024Q4: 596 shares; 2025Q1: 597 shares; 2025Q2: 246 shares; 2025Q3: 246 shares; 2025Q4: 246 shares 246 $11.7K <0.01% 0 Timeline CNX CNX RES CORP More: the full row for CNX RES 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: 316 shares 316 $11.6K <0.01% new 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: 6 shares; 2024Q4: 3 shares; 2025Q1: 3 shares; 2025Q2: 3 shares; 2025Q3: not reported; 2025Q4: 1 shares 1 $11.6K <0.01% new Timeline VKQ INVESCO MUNICIPAL TRUST More: the full row for INVESCO MUNICIPAL TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,190 shares; 2024Q4: 595 shares; 2025Q1: 595 shares; 2025Q2: 595 shares; 2025Q3: 595 shares; 2025Q4: 595 shares 595 $11.5K <0.01% 0 Timeline VTR VENTAS INC More: the full row for VENTAS 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: 172 shares; 2025Q4: 144 shares 144 $11.1K <0.01% -28 Timeline Columbia Total Return Muncp… Columbia Total Return Muncpl Inc A More: the full row for Columbia Total Return Muncpl Inc A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,095 shares; 2024Q4: 6,637 shares; 2025Q1: 6,697 shares; 2025Q2: 6,761 shares; 2025Q3: 6,827 shares; 2025Q4: 6,890 shares 6,890 $11.1K <0.01% +63 AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14 shares; 2024Q4: 5 shares; 2025Q1: 5 shares; 2025Q2: 5 shares; 2025Q3: not reported; 2025Q4: 3 shares 3 $11K <0.01% new Timeline NPFI 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 172 shares 172 $10.9K <0.01% new Timeline MURGY MUENCHENER RUECK-UNSPON ADR More: the full row for MUENCHENER RUECK-UNSPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 40 shares; 2025Q2: 40 shares; 2025Q3: not reported; 2025Q4: 90 shares 90 $10.8K <0.01% new Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 726 shares; 2024Q4: 174 shares; 2025Q1: 174 shares; 2025Q2: 183 shares; 2025Q3: not reported; 2025Q4: 147 shares 147 $10.7K <0.01% new Timeline AAGIY AIA GROUP LTD-SP ADR More: the full row for AIA GROUP LTD-SP ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 134 shares; 2024Q4: 55 shares; 2025Q1: 55 shares; 2025Q2: 55 shares; 2025Q3: not reported; 2025Q4: 27 shares 27 $10.7K <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: 215 shares; 2024Q4: 155 shares; 2025Q1: 155 shares; 2025Q2: 470 shares; 2025Q3: 365 shares; 2025Q4: 365 shares 365 $10.3K <0.01% 0 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: 75 shares; 2024Q4: 53 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 110 shares 110 $10.3K <0.01% new Timeline Impax Small Cap Institution… Impax Small Cap Institutional More: the full row for Impax Small Cap Institutional Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,819 shares; 2024Q4: 908 shares; 2025Q1: 878 shares; 2025Q2: 878 shares; 2025Q3: 580 shares; 2025Q4: 615 shares 615 $10.1K <0.01% +35 RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 40 shares; 2025Q1: 39 shares; 2025Q2: 25 shares; 2025Q3: 30 shares; 2025Q4: 28 shares 28 $9.9K <0.01% -2 Timeline JHG JANUS HENDERSON GROUP PLC More: the full row for JANUS HENDERSON GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 406 shares; 2024Q4: 769 shares; 2025Q1: 780 shares; 2025Q2: 473 shares; 2025Q3: 1,598 shares; 2025Q4: 207 shares 207 $9.85K <0.01% -1,391 Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 110 shares 110 $9.02K <0.01% new Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 89 shares 89 $8.89K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 42 shares; 2025Q4: 55 shares 55 $8.82K <0.01% +13 Timeline NNN NNN REIT INC More: the full row for NNN REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,345 shares; 2024Q4: 215 shares; 2025Q1: 215 shares; 2025Q2: 215 shares; 2025Q3: 215 shares; 2025Q4: 215 shares 215 $8.52K <0.01% 0 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: 63 shares; 2024Q4: 283 shares; 2025Q1: 179 shares; 2025Q2: 153 shares; 2025Q3: 159 shares; 2025Q4: 123 shares 123 $8.26K <0.01% -36 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,350 shares; 2024Q4: 2,270 shares; 2025Q1: 2,135 shares; 2025Q2: 2,460 shares; 2025Q3: 2,827 shares; 2025Q4: 370 shares 370 $8.24K <0.01% -2,457 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 112 shares 112 $8.24K <0.01% new Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 115 shares; 2025Q1: 111 shares; 2025Q2: 111 shares; 2025Q3: 133 shares; 2025Q4: 116 shares 116 $7.93K <0.01% -17 Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 960 shares; 2024Q4: 1,100 shares; 2025Q1: 1,200 shares; 2025Q2: 1,190 shares; 2025Q3: 1,115 shares; 2025Q4: 150 shares 150 $7.86K <0.01% -965 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: not reported; 2024Q4: 99 shares; 2025Q1: 124 shares; 2025Q2: 124 shares; 2025Q3: 149 shares; 2025Q4: 132 shares 132 $7.71K <0.01% -17 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 335 shares; 2024Q4: 100 shares; 2025Q1: 99 shares; 2025Q2: 98 shares; 2025Q3: 152 shares; 2025Q4: 151 shares 151 $7.47K <0.01% -1 Timeline PIMCO Low Duration ESG Inst… PIMCO Low Duration ESG Institutio… More: the full row for PIMCO Low Duration ESG Institutional Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,580 shares; 2024Q4: 2,804 shares; 2025Q1: 2,829 shares; 2025Q2: 2,854 shares; 2025Q3: 3,034 shares; 2025Q4: 3,062 shares 3,062 $7.36K <0.01% +28 CELH CELSIUS HLDGS INC More: the full row for CELSIUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 157 shares 157 $7.18K <0.01% new Timeline