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: 58,064 shares; 2024Q4: 57,622 shares; 2025Q1: 54,413 shares; 2025Q2: 52,602 shares; 2025Q3: 52,428 shares; 2025Q4: 51,526 shares 51,526 $25.9M 6.9% -902 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: 41,868 shares; 2024Q4: 41,694 shares; 2025Q1: 41,501 shares; 2025Q2: 39,907 shares; 2025Q3: 38,678 shares; 2025Q4: 38,631 shares 38,631 $18.7M 4.98% -47 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: 72,964 shares; 2024Q4: 71,861 shares; 2025Q1: 67,758 shares; 2025Q2: 68,699 shares; 2025Q3: 67,191 shares; 2025Q4: 65,351 shares 65,351 $17.8M 4.73% -1,840 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: 59,244 shares; 2024Q4: 57,329 shares; 2025Q1: 55,355 shares; 2025Q2: 55,109 shares; 2025Q3: 54,070 shares; 2025Q4: 51,895 shares 51,895 $16.3M 4.34% -2,175 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: 209,357 shares; 2024Q4: 210,491 shares; 2025Q1: 211,606 shares; 2025Q2: 226,793 shares; 2025Q3: 226,463 shares; 2025Q4: 229,976 shares 229,976 $11.4M 3.03% +3,513 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: 39,286 shares; 2024Q4: 37,166 shares; 2025Q1: 36,500 shares; 2025Q2: 37,605 shares; 2025Q3: 37,154 shares; 2025Q4: 35,702 shares 35,702 $11.2M 2.98% -1,452 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: 57,973 shares; 2024Q4: 58,216 shares; 2025Q1: 56,557 shares; 2025Q2: 56,831 shares; 2025Q3: 55,234 shares; 2025Q4: 52,870 shares 52,870 $10.9M 2.91% -2,364 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: 29,256 shares; 2024Q4: 29,636 shares; 2025Q1: 28,202 shares; 2025Q2: 28,609 shares; 2025Q3: 28,455 shares; 2025Q4: 31,616 shares 31,616 $10.6M 2.82% +3,161 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: 218,123 shares; 2024Q4: 205,793 shares; 2025Q1: 205,329 shares; 2025Q2: 169,097 shares; 2025Q3: 148,864 shares; 2025Q4: 140,977 shares 140,977 $7.09M 1.89% -7,887 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: 30,442 shares; 2024Q4: 29,890 shares; 2025Q1: 28,906 shares; 2025Q2: 30,477 shares; 2025Q3: 30,503 shares; 2025Q4: 30,009 shares 30,009 $6.86M 1.83% -494 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: 58,017 shares; 2024Q4: 56,906 shares; 2025Q1: 52,591 shares; 2025Q2: 52,908 shares; 2025Q3: 54,208 shares; 2025Q4: 53,298 shares 53,298 $6.68M 1.78% -910 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 148,966 shares; 2024Q4: 147,730 shares; 2025Q1: 141,400 shares; 2025Q2: 140,415 shares; 2025Q3: 136,970 shares; 2025Q4: 132,940 shares 132,940 $6.09M 1.62% -4,030 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: 26,054 shares; 2024Q4: 24,899 shares; 2025Q1: 25,773 shares; 2025Q2: 25,775 shares; 2025Q3: 25,465 shares; 2025Q4: 25,760 shares 25,760 $5.95M 1.58% +295 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: 15,178 shares; 2024Q4: 14,946 shares; 2025Q1: 14,597 shares; 2025Q2: 14,454 shares; 2025Q3: 14,238 shares; 2025Q4: 14,085 shares 14,085 $4.95M 1.32% -153 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: 26,841 shares; 2024Q4: 26,715 shares; 2025Q1: 27,186 shares; 2025Q2: 26,335 shares; 2025Q3: 26,560 shares; 2025Q4: 26,524 shares 26,524 $4.95M 1.32% -36 Timeline MOAT 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: 38,480 shares; 2024Q4: 41,043 shares; 2025Q1: 43,746 shares; 2025Q2: 45,889 shares; 2025Q3: 45,091 shares; 2025Q4: 45,521 shares 45,521 $4.71M 1.26% +430 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: 31,967 shares; 2024Q4: 31,254 shares; 2025Q1: 30,987 shares; 2025Q2: 33,104 shares; 2025Q3: 33,136 shares; 2025Q4: 31,846 shares 31,846 $4.57M 1.22% -1,290 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6 shares; 2024Q4: 6 shares; 2025Q1: 6 shares; 2025Q2: 6 shares; 2025Q3: 6 shares; 2025Q4: 6 shares 6 $4.53M 1.21% 0 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: 9,126 shares; 2024Q4: 8,129 shares; 2025Q1: 6,017 shares; 2025Q2: 5,816 shares; 2025Q3: 5,816 shares; 2025Q4: 6,571 shares 6,571 $4.48M 1.19% +755 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: 70,630 shares; 2024Q4: 66,102 shares; 2025Q1: 62,554 shares; 2025Q2: 58,330 shares; 2025Q3: 57,059 shares; 2025Q4: 56,049 shares 56,049 $4.32M 1.15% -1,010 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: 28,026 shares; 2024Q4: 27,957 shares; 2025Q1: 26,962 shares; 2025Q2: 24,452 shares; 2025Q3: 24,068 shares; 2025Q4: 23,401 shares 23,401 $4.29M 1.14% -667 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: 42,149 shares; 2024Q4: 40,189 shares; 2025Q1: 36,500 shares; 2025Q2: 36,950 shares; 2025Q3: 35,628 shares; 2025Q4: 34,612 shares 34,612 $3.86M 1.03% -1,016 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,928 shares; 2024Q4: 27,366 shares; 2025Q1: 27,041 shares; 2025Q2: 26,736 shares; 2025Q3: 26,226 shares; 2025Q4: 25,347 shares 25,347 $3.78M 1.01% -879 Timeline VPL 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: 45,098 shares; 2024Q4: 44,026 shares; 2025Q1: 42,462 shares; 2025Q2: 42,191 shares; 2025Q3: 41,857 shares; 2025Q4: 41,457 shares 41,457 $3.75M 1% -400 Timeline ADX ADAMS DIVERSIFIED EQUITY FD More: the full row for ADAMS DIVERSIFIED EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,917 shares; 2024Q4: 97,205 shares; 2025Q1: 116,382 shares; 2025Q2: 139,235 shares; 2025Q3: 138,550 shares; 2025Q4: 144,674 shares 144,674 $3.37M 0.9% +6,124 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,777 shares; 2024Q4: 11,627 shares; 2025Q1: 11,643 shares; 2025Q2: 11,439 shares; 2025Q3: 11,189 shares; 2025Q4: 11,189 shares 11,189 $3.23M 0.86% 0 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: 3,482 shares; 2024Q4: 3,486 shares; 2025Q1: 4,868 shares; 2025Q2: 5,073 shares; 2025Q3: 5,062 shares; 2025Q4: 4,931 shares 4,931 $3.09M 0.82% -131 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,860 shares; 2024Q4: 13,820 shares; 2025Q1: 13,315 shares; 2025Q2: 13,170 shares; 2025Q3: 12,735 shares; 2025Q4: 12,550 shares 12,550 $3.09M 0.82% -185 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: 23,806 shares; 2024Q4: 23,726 shares; 2025Q1: 24,094 shares; 2025Q2: 24,323 shares; 2025Q3: 23,857 shares; 2025Q4: 23,707 shares 23,707 $2.85M 0.76% -150 Timeline VIGI 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: 22,032 shares; 2024Q4: 23,331 shares; 2025Q1: 26,965 shares; 2025Q2: 27,531 shares; 2025Q3: 27,326 shares; 2025Q4: 30,816 shares 30,816 $2.82M 0.75% +3,490 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: 4,402 shares; 2024Q4: 4,381 shares; 2025Q1: 3,965 shares; 2025Q2: 3,963 shares; 2025Q3: 3,912 shares; 2025Q4: 4,262 shares 4,262 $2.81M 0.75% +350 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: 32,412 shares; 2025Q1: 31,032 shares; 2025Q2: 30,032 shares; 2025Q3: 22,154 shares; 2025Q4: 21,288 shares 21,288 $2.79M 0.74% -866 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: 19,086 shares; 2024Q4: 19,065 shares; 2025Q1: 18,922 shares; 2025Q2: 18,887 shares; 2025Q3: 18,786 shares; 2025Q4: 18,789 shares 18,789 $2.65M 0.71% +3 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: 12,401 shares; 2024Q4: 14,887 shares; 2025Q1: 12,296 shares; 2025Q2: 12,311 shares; 2025Q3: 14,767 shares; 2025Q4: 12,187 shares 12,187 $2.58M 0.69% -2,580 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,020 shares; 2025Q1: 1,762 shares; 2025Q2: 2,244 shares; 2025Q3: 2,338 shares; 2025Q4: 2,359 shares 2,359 $2.52M 0.67% +21 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,901 shares; 2024Q4: 11,863 shares; 2025Q1: 11,638 shares; 2025Q2: 11,558 shares; 2025Q3: 11,523 shares; 2025Q4: 11,443 shares 11,443 $2.51M 0.67% -80 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,495 shares; 2024Q4: 60,606 shares; 2025Q1: 62,818 shares; 2025Q2: 77,716 shares; 2025Q3: 75,823 shares; 2025Q4: 74,936 shares 74,936 $2.46M 0.66% -887 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,862 shares; 2024Q4: 7,869 shares; 2025Q1: 7,589 shares; 2025Q2: 7,574 shares; 2025Q3: 7,466 shares; 2025Q4: 7,147 shares 7,147 $2.34M 0.62% -319 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,285 shares; 2024Q4: 29,535 shares; 2025Q1: 29,405 shares; 2025Q2: 29,267 shares; 2025Q3: 28,507 shares; 2025Q4: 28,912 shares 28,912 $2.31M 0.61% +405 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: 5,481 shares; 2024Q4: 5,386 shares; 2025Q1: 5,281 shares; 2025Q2: 5,251 shares; 2025Q3: 5,026 shares; 2025Q4: 5,026 shares 5,026 $2.14M 0.57% 0 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,027 shares; 2024Q4: 27,687 shares; 2025Q1: 27,020 shares; 2025Q2: 26,927 shares; 2025Q3: 25,677 shares; 2025Q4: 25,212 shares 25,212 $2.12M 0.57% -465 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,081 shares; 2024Q4: 4,161 shares; 2025Q1: 4,251 shares; 2025Q2: 4,391 shares; 2025Q3: 3,738 shares; 2025Q4: 3,733 shares 3,733 $2.1M 0.56% -5 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: 9,161 shares; 2024Q4: 9,129 shares; 2025Q1: 9,124 shares; 2025Q2: 8,974 shares; 2025Q3: 9,049 shares; 2025Q4: 9,044 shares 9,044 $2.09M 0.56% -5 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,656 shares; 2024Q4: 14,439 shares; 2025Q1: 13,719 shares; 2025Q2: 12,257 shares; 2025Q3: 12,135 shares; 2025Q4: 11,693 shares 11,693 $2.03M 0.54% -442 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,518 shares; 2024Q4: 10,385 shares; 2025Q1: 10,250 shares; 2025Q2: 10,098 shares; 2025Q3: 10,036 shares; 2025Q4: 9,886 shares 9,886 $1.99M 0.53% -150 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: 7,549 shares; 2024Q4: 7,614 shares; 2025Q1: 7,496 shares; 2025Q2: 7,227 shares; 2025Q3: 7,190 shares; 2025Q4: 7,222 shares 7,222 $1.97M 0.53% +32 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 393 shares; 2024Q4: 392 shares; 2025Q1: 359 shares; 2025Q2: 351 shares; 2025Q3: 347 shares; 2025Q4: 349 shares 349 $1.87M 0.5% +2 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: 10,353 shares; 2024Q4: 9,902 shares; 2025Q1: 9,780 shares; 2025Q2: 9,700 shares; 2025Q3: 9,515 shares; 2025Q4: 9,380 shares 9,380 $1.83M 0.49% -135 Timeline CET CENTRAL SECS CORP More: the full row for CENTRAL SECS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,721 shares; 2024Q4: 34,691 shares; 2025Q1: 34,319 shares; 2025Q2: 34,502 shares; 2025Q3: 34,297 shares; 2025Q4: 35,070 shares 35,070 $1.78M 0.47% +773 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: 14,334 shares; 2024Q4: 14,139 shares; 2025Q1: 14,139 shares; 2025Q2: 13,508 shares; 2025Q3: 13,143 shares; 2025Q4: 12,773 shares 12,773 $1.76M 0.47% -370 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,819 shares; 2025Q3: 5,424 shares; 2025Q4: 5,160 shares 5,160 $1.7M 0.45% -264 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 866 shares; 2024Q4: 866 shares; 2025Q1: 863 shares; 2025Q2: 830 shares; 2025Q3: 828 shares; 2025Q4: 844 shares 844 $1.7M 0.45% +16 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: 12,933 shares; 2024Q4: 25,740 shares; 2025Q1: 25,041 shares; 2025Q2: 19,976 shares; 2025Q3: 18,350 shares; 2025Q4: 18,350 shares 18,350 $1.7M 0.45% 0 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: 4,155 shares; 2024Q4: 4,088 shares; 2025Q1: 3,743 shares; 2025Q2: 3,622 shares; 2025Q3: 3,715 shares; 2025Q4: 3,690 shares 3,690 $1.67M 0.45% -25 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: 13,359 shares; 2024Q4: 12,816 shares; 2025Q1: 12,466 shares; 2025Q2: 11,849 shares; 2025Q3: 11,764 shares; 2025Q4: 11,659 shares 11,659 $1.67M 0.45% -105 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: 6,292 shares; 2024Q4: 6,208 shares; 2025Q1: 5,800 shares; 2025Q2: 5,130 shares; 2025Q3: 4,897 shares; 2025Q4: 4,820 shares 4,820 $1.67M 0.44% -77 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,322 shares; 2024Q4: 32,592 shares; 2025Q1: 32,512 shares; 2025Q2: 28,797 shares; 2025Q3: 41,159 shares; 2025Q4: 40,159 shares 40,159 $1.65M 0.44% -1,000 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: 8,384 shares; 2024Q4: 8,494 shares; 2025Q1: 8,478 shares; 2025Q2: 8,783 shares; 2025Q3: 8,453 shares; 2025Q4: 8,344 shares 8,344 $1.62M 0.43% -109 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,670 shares; 2024Q4: 2,615 shares; 2025Q1: 2,487 shares; 2025Q2: 2,452 shares; 2025Q3: 2,435 shares; 2025Q4: 2,435 shares 2,435 $1.61M 0.43% 0 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: 4,591 shares; 2024Q4: 4,584 shares; 2025Q1: 4,641 shares; 2025Q2: 4,638 shares; 2025Q3: 4,513 shares; 2025Q4: 4,513 shares 4,513 $1.58M 0.42% 0 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,932 shares; 2024Q4: 8,237 shares; 2025Q1: 10,577 shares; 2025Q2: 12,037 shares; 2025Q3: 12,218 shares; 2025Q4: 15,372 shares 15,372 $1.57M 0.42% +3,154 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,563 shares; 2024Q4: 4,474 shares; 2025Q1: 4,503 shares; 2025Q2: 4,467 shares; 2025Q3: 4,523 shares; 2025Q4: 4,454 shares 4,454 $1.5M 0.4% -69 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: 22,957 shares; 2024Q4: 23,142 shares; 2025Q1: 22,902 shares; 2025Q2: 23,967 shares; 2025Q3: 24,287 shares; 2025Q4: 24,324 shares 24,324 $1.42M 0.38% +37 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: 23,924 shares; 2024Q4: 23,924 shares; 2025Q1: 22,218 shares; 2025Q2: 20,500 shares; 2025Q3: 20,435 shares; 2025Q4: 20,285 shares 20,285 $1.42M 0.38% -150 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX 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: 6,925 shares; 2025Q4: 17,931 shares 17,931 $1.35M 0.36% +11,006 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,205 shares; 2024Q4: 3,143 shares; 2025Q1: 11,089 shares; 2025Q2: 20,599 shares; 2025Q3: 26,816 shares; 2025Q4: 26,148 shares 26,148 $1.33M 0.35% -668 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: 15,140 shares; 2024Q4: 13,536 shares; 2025Q1: 12,134 shares; 2025Q2: 11,864 shares; 2025Q3: 11,484 shares; 2025Q4: 10,744 shares 10,744 $1.32M 0.35% -740 Timeline TECH BIO-TECHNE CORP More: the full row for BIO-TECHNE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,920 shares; 2024Q4: 25,686 shares; 2025Q1: 24,886 shares; 2025Q2: 24,302 shares; 2025Q3: 22,941 shares; 2025Q4: 22,416 shares 22,416 $1.32M 0.35% -525 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: 2,654 shares; 2024Q4: 2,613 shares; 2025Q1: 2,624 shares; 2025Q2: 2,614 shares; 2025Q3: 2,785 shares; 2025Q4: 2,718 shares 2,718 $1.31M 0.35% -67 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,212 shares; 2024Q4: 7,152 shares; 2025Q1: 7,102 shares; 2025Q2: 7,067 shares; 2025Q3: 6,717 shares; 2025Q4: 6,717 shares 6,717 $1.28M 0.34% 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: not reported; 2024Q4: 1,157 shares; 2025Q1: 1,997 shares; 2025Q2: 2,440 shares; 2025Q3: 3,104 shares; 2025Q4: 3,583 shares 3,583 $1.25M 0.33% +479 Timeline 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: 60,124 shares; 2024Q4: 55,517 shares; 2025Q1: 48,002 shares; 2025Q2: 48,002 shares; 2025Q3: 47,252 shares; 2025Q4: 46,085 shares 46,085 $1.25M 0.33% -1,167 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: 4,300 shares; 2024Q4: 4,265 shares; 2025Q1: 4,258 shares; 2025Q2: 4,194 shares; 2025Q3: 3,962 shares; 2025Q4: 3,887 shares 3,887 $1.25M 0.33% -75 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: not reported; 2024Q4: not reported; 2025Q1: 2,382 shares; 2025Q2: 4,739 shares; 2025Q3: 4,809 shares; 2025Q4: 4,827 shares 4,827 $1.24M 0.33% +18 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: 5,692 shares; 2024Q4: 5,051 shares; 2025Q1: 4,910 shares; 2025Q2: 4,686 shares; 2025Q3: 4,348 shares; 2025Q4: 4,067 shares 4,067 $1.19M 0.32% -281 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: 4,676 shares; 2024Q4: 4,392 shares; 2025Q1: 4,185 shares; 2025Q2: 4,150 shares; 2025Q3: 4,230 shares; 2025Q4: 4,110 shares 4,110 $1.19M 0.32% -120 Timeline WIW WESTERN AST INFL LKD OPP & I More: the full row for WESTERN AST INFL LKD OPP & I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 178,926 shares; 2024Q4: 173,324 shares; 2025Q1: 155,590 shares; 2025Q2: 149,138 shares; 2025Q3: 148,420 shares; 2025Q4: 137,954 shares 137,954 $1.19M 0.32% -10,466 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: 39,834 shares; 2024Q4: 39,349 shares; 2025Q1: 37,480 shares; 2025Q2: 36,825 shares; 2025Q3: 31,458 shares; 2025Q4: 31,573 shares 31,573 $1.17M 0.31% +115 Timeline PHO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,750 shares; 2024Q4: 17,750 shares; 2025Q1: 16,530 shares; 2025Q2: 16,575 shares; 2025Q3: 16,491 shares; 2025Q4: 16,491 shares 16,491 $1.16M 0.31% 0 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: 13,101 shares; 2024Q4: 12,776 shares; 2025Q1: 12,926 shares; 2025Q2: 14,451 shares; 2025Q3: 14,451 shares; 2025Q4: 14,586 shares 14,586 $1.1M 0.29% +135 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: 39,344 shares; 2024Q4: 40,993 shares; 2025Q1: 42,876 shares; 2025Q2: 38,660 shares; 2025Q3: 39,942 shares; 2025Q4: 42,655 shares 42,655 $1.06M 0.28% +2,713 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: 6,088 shares; 2024Q4: 6,463 shares; 2025Q1: 7,792 shares; 2025Q2: 9,975 shares; 2025Q3: 12,051 shares; 2025Q4: 10,678 shares 10,678 $1.06M 0.28% -1,373 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: 22,800 shares; 2024Q4: 23,204 shares; 2025Q1: 20,415 shares; 2025Q2: 19,815 shares; 2025Q3: 19,366 shares; 2025Q4: 18,994 shares 18,994 $1.02M 0.27% -372 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: 16,495 shares; 2024Q4: 16,196 shares; 2025Q1: 16,124 shares; 2025Q2: 9,499 shares; 2025Q3: 9,456 shares; 2025Q4: 8,707 shares 8,707 $991K 0.26% -749 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: 2,797 shares; 2024Q4: 2,777 shares; 2025Q1: 2,777 shares; 2025Q2: 3,013 shares; 2025Q3: 2,968 shares; 2025Q4: 2,843 shares 2,843 $978K 0.26% -125 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,588 shares; 2025Q4: 3,819 shares 3,819 $963K 0.26% +2,231 Timeline XWIAX WESTERN ASSET INFLT LNK INC More: the full row for WESTERN ASSET INFLT LNK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 149,257 shares; 2024Q4: 140,673 shares; 2025Q1: 135,973 shares; 2025Q2: 123,712 shares; 2025Q3: 121,712 shares; 2025Q4: 116,177 shares 116,177 $961K 0.26% -5,535 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,916 shares; 2024Q4: 3,906 shares; 2025Q1: 3,806 shares; 2025Q2: 3,806 shares; 2025Q3: 3,776 shares; 2025Q4: 3,706 shares 3,706 $953K 0.25% -70 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,810 shares; 2024Q4: 8,980 shares; 2025Q1: 8,570 shares; 2025Q2: 8,252 shares; 2025Q3: 6,506 shares; 2025Q4: 5,824 shares 5,824 $936K 0.25% -682 Timeline NICE NICE LTD More: the full row for NICE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,446 shares; 2024Q4: 2,356 shares; 2025Q1: 3,769 shares; 2025Q2: 3,340 shares; 2025Q3: 6,043 shares; 2025Q4: 8,060 shares 8,060 $911K 0.24% +2,017 Timeline IYM 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: 6,253 shares; 2024Q4: 6,253 shares; 2025Q1: 5,903 shares; 2025Q2: 5,903 shares; 2025Q3: 5,894 shares; 2025Q4: 5,894 shares 5,894 $907K 0.24% 0 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: 2,703 shares; 2024Q4: 2,703 shares; 2025Q1: 2,641 shares; 2025Q2: 2,869 shares; 2025Q3: 2,804 shares; 2025Q4: 3,629 shares 3,629 $897K 0.24% +825 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,140 shares; 2024Q4: 2,156 shares; 2025Q1: 1,288 shares; 2025Q2: 1,471 shares; 2025Q3: 1,471 shares; 2025Q4: 1,471 shares 1,471 $887K 0.24% 0 Timeline DFNM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,600 shares; 2024Q4: 20,600 shares; 2025Q1: 20,600 shares; 2025Q2: 20,600 shares; 2025Q3: 20,600 shares; 2025Q4: 17,735 shares 17,735 $854K 0.23% -2,865 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,802 shares; 2024Q4: 4,787 shares; 2025Q1: 3,497 shares; 2025Q2: 3,522 shares; 2025Q3: 3,362 shares; 2025Q4: 2,998 shares 2,998 $849K 0.23% -364 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: 9,652 shares; 2024Q4: 9,652 shares; 2025Q1: 9,432 shares; 2025Q2: 9,332 shares; 2025Q3: 9,332 shares; 2025Q4: 11,267 shares 11,267 $829K 0.22% +1,935 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: 6,109 shares; 2024Q4: 5,543 shares; 2025Q1: 5,386 shares; 2025Q2: 4,805 shares; 2025Q3: 3,875 shares; 2025Q4: 3,751 shares 3,751 $823K 0.22% -124 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,331 shares; 2024Q4: 15,852 shares; 2025Q1: 15,472 shares; 2025Q2: 15,217 shares; 2025Q3: 15,102 shares; 2025Q4: 14,877 shares 14,877 $786K 0.21% -225 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 758 shares; 2025Q1: 778 shares; 2025Q2: 773 shares; 2025Q3: 727 shares; 2025Q4: 726 shares 726 $777K 0.21% -1 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,629 shares; 2024Q4: 1,623 shares; 2025Q1: 1,613 shares; 2025Q2: 1,604 shares; 2025Q3: 1,641 shares; 2025Q4: 1,642 shares 1,642 $764K 0.2% +1 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,888 shares; 2024Q4: 6,486 shares; 2025Q1: 6,476 shares; 2025Q2: 6,120 shares; 2025Q3: 5,910 shares; 2025Q4: 5,810 shares 5,810 $749K 0.2% -100 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,929 shares; 2024Q4: 2,914 shares; 2025Q1: 2,944 shares; 2025Q2: 3,104 shares; 2025Q3: 3,104 shares; 2025Q4: 3,079 shares 3,079 $743K 0.2% -25 Timeline PEO ADAM NAT RES FD INC More: the full row for ADAM NAT RES FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,092 shares; 2024Q4: 21,620 shares; 2025Q1: 22,048 shares; 2025Q2: 26,682 shares; 2025Q3: 28,205 shares; 2025Q4: 34,100 shares 34,100 $741K 0.2% +5,895 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,241 shares; 2024Q4: 9,156 shares; 2025Q1: 8,546 shares; 2025Q2: 8,796 shares; 2025Q3: 8,621 shares; 2025Q4: 8,416 shares 8,416 $733K 0.2% -205 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,005 shares; 2025Q1: 4,375 shares; 2025Q2: 4,370 shares; 2025Q3: 4,335 shares; 2025Q4: 4,279 shares 4,279 $732K 0.2% -56 Timeline VPLS VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,135 shares; 2025Q4: 9,375 shares 9,375 $732K 0.2% +6,240 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,285 shares; 2024Q4: 7,285 shares; 2025Q1: 7,285 shares; 2025Q2: 7,385 shares; 2025Q3: 7,995 shares; 2025Q4: 9,170 shares 9,170 $728K 0.19% +1,175 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,964 shares; 2024Q4: 10,452 shares; 2025Q1: 9,734 shares; 2025Q2: 18,382 shares; 2025Q3: 18,347 shares; 2025Q4: 18,007 shares 18,007 $723K 0.19% -340 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: 672 shares; 2024Q4: 2,212 shares; 2025Q1: 2,325 shares; 2025Q2: 2,809 shares; 2025Q3: 2,195 shares; 2025Q4: 2,049 shares 2,049 $718K 0.19% -146 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,898 shares; 2024Q4: 6,988 shares; 2025Q1: 7,233 shares; 2025Q2: 7,233 shares; 2025Q3: 7,123 shares; 2025Q4: 7,233 shares 7,233 $715K 0.19% +110 Timeline RMT ROYCE MICRO-CAP TR INC More: the full row for ROYCE MICRO-CAP TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,254 shares; 2024Q4: 88,752 shares; 2025Q1: 87,074 shares; 2025Q2: 89,045 shares; 2025Q3: 70,186 shares; 2025Q4: 68,007 shares 68,007 $709K 0.19% -2,179 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,024 shares; 2024Q4: 1,994 shares; 2025Q1: 2,052 shares; 2025Q2: 2,022 shares; 2025Q3: 2,625 shares; 2025Q4: 2,647 shares 2,647 $701K 0.19% +22 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: 8,577 shares; 2024Q4: 8,577 shares; 2025Q1: 8,577 shares; 2025Q2: 8,127 shares; 2025Q3: 7,977 shares; 2025Q4: 7,977 shares 7,977 $696K 0.19% 0 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,013 shares; 2024Q4: 4,103 shares; 2025Q1: 4,103 shares; 2025Q2: 4,053 shares; 2025Q3: 3,963 shares; 2025Q4: 3,580 shares 3,580 $693K 0.18% -383 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,008 shares; 2024Q4: 8,548 shares; 2025Q1: 8,393 shares; 2025Q2: 8,882 shares; 2025Q3: 8,125 shares; 2025Q4: 7,365 shares 7,365 $662K 0.18% -760 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: 613 shares; 2024Q4: 608 shares; 2025Q1: 621 shares; 2025Q2: 621 shares; 2025Q3: 628 shares; 2025Q4: 593 shares 593 $637K 0.17% -35 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: 7,683 shares; 2024Q4: 8,318 shares; 2025Q1: 8,478 shares; 2025Q2: 8,678 shares; 2025Q3: 7,769 shares; 2025Q4: 6,369 shares 6,369 $636K 0.17% -1,400 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: 770 shares; 2024Q4: 710 shares; 2025Q1: 1,125 shares; 2025Q2: 1,115 shares; 2025Q3: 1,080 shares; 2025Q4: 1,065 shares 1,065 $607K 0.16% -15 Timeline ADMA ADMA BIOLOGICS INC More: the full row for ADMA BIOLOGICS 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: 25,710 shares; 2025Q4: 33,045 shares 33,045 $603K 0.16% +7,335 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: 722 shares; 2024Q4: 724 shares; 2025Q1: 740 shares; 2025Q2: 726 shares; 2025Q3: 713 shares; 2025Q4: 678 shares 678 $596K 0.16% -35 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,939 shares; 2024Q4: 1,939 shares; 2025Q1: 1,934 shares; 2025Q2: 1,930 shares; 2025Q3: 1,926 shares; 2025Q4: 1,926 shares 1,926 $593K 0.16% 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: 7,562 shares; 2024Q4: 7,417 shares; 2025Q1: 7,228 shares; 2025Q2: 7,098 shares; 2025Q3: 7,098 shares; 2025Q4: 6,163 shares 6,163 $592K 0.16% -935 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: 2,403 shares; 2024Q4: 2,403 shares; 2025Q1: 2,025 shares; 2025Q2: 1,913 shares; 2025Q3: 1,753 shares; 2025Q4: 1,730 shares 1,730 $584K 0.16% -23 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,305 shares; 2025Q4: 1,433 shares 1,433 $568K 0.15% +128 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: 4,844 shares; 2024Q4: 4,844 shares; 2025Q1: 4,930 shares; 2025Q2: 4,865 shares; 2025Q3: 4,866 shares; 2025Q4: 4,816 shares 4,816 $565K 0.15% -50 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,006 shares; 2025Q2: 11,614 shares; 2025Q3: not reported; 2025Q4: 5,877 shares 5,877 $564K 0.15% new 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: 3,756 shares; 2024Q4: 3,766 shares; 2025Q1: 3,817 shares; 2025Q2: 3,805 shares; 2025Q3: 3,745 shares; 2025Q4: 3,585 shares 3,585 $546K 0.15% -160 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: 3,684 shares; 2024Q4: 3,536 shares; 2025Q1: 4,163 shares; 2025Q2: 4,344 shares; 2025Q3: 3,929 shares; 2025Q4: 3,081 shares 3,081 $542K 0.14% -848 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: 1,076 shares; 2024Q4: 1,076 shares; 2025Q1: 1,076 shares; 2025Q2: 1,076 shares; 2025Q3: 1,076 shares; 2025Q4: 1,076 shares 1,076 $509K 0.14% 0 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: 10,290 shares; 2024Q4: 10,324 shares; 2025Q1: 10,340 shares; 2025Q2: 9,761 shares; 2025Q3: 6,761 shares; 2025Q4: 6,795 shares 6,795 $503K 0.13% +34 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: 5,205 shares; 2024Q4: 4,205 shares; 2025Q1: 4,705 shares; 2025Q2: 5,485 shares; 2025Q3: 4,915 shares; 2025Q4: 4,762 shares 4,762 $501K 0.13% -153 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,137 shares; 2024Q4: 4,137 shares; 2025Q1: 4,062 shares; 2025Q2: 4,062 shares; 2025Q3: 3,840 shares; 2025Q4: 3,840 shares 3,840 $496K 0.13% 0 Timeline DFJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,465 shares; 2024Q4: 5,417 shares; 2025Q1: 5,417 shares; 2025Q2: 5,418 shares; 2025Q3: 5,243 shares; 2025Q4: 5,120 shares 5,120 $493K 0.13% -123 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: 18,356 shares; 2024Q4: 18,782 shares; 2025Q1: 19,032 shares; 2025Q2: 17,587 shares; 2025Q3: 17,637 shares; 2025Q4: 16,182 shares 16,182 $484K 0.13% -1,455 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,951 shares; 2024Q4: 2,371 shares; 2025Q1: 2,396 shares; 2025Q2: 2,226 shares; 2025Q3: 2,206 shares; 2025Q4: 2,188 shares 2,188 $475K 0.13% -18 Timeline NSTS NSTS BANCORP INC More: the full row for NSTS BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,496 shares; 2024Q4: 36,496 shares; 2025Q1: 36,496 shares; 2025Q2: 36,496 shares; 2025Q3: 36,496 shares; 2025Q4: 36,496 shares 36,496 $473K 0.13% 0 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,521 shares; 2024Q4: 1,521 shares; 2025Q1: 1,506 shares; 2025Q2: 1,511 shares; 2025Q3: 1,503 shares; 2025Q4: 1,503 shares 1,503 $469K 0.12% 0 Timeline EVLV EVOLV TECHNOLOGIES HLDNGS IN More: the full row for EVOLV TECHNOLOGIES HLDNGS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,000 shares; 2024Q4: 79,500 shares; 2025Q1: 79,500 shares; 2025Q2: 70,000 shares; 2025Q3: 67,500 shares; 2025Q4: 65,500 shares 65,500 $469K 0.12% -2,000 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: 11,472 shares; 2024Q4: 11,446 shares; 2025Q1: 10,571 shares; 2025Q2: 10,546 shares; 2025Q3: 10,272 shares; 2025Q4: 9,877 shares 9,877 $459K 0.12% -395 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,995 shares; 2024Q4: 5,995 shares; 2025Q1: 5,533 shares; 2025Q2: 5,793 shares; 2025Q3: 5,273 shares; 2025Q4: 5,168 shares 5,168 $458K 0.12% -105 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: 18,810 shares; 2024Q4: 18,029 shares; 2025Q1: 18,029 shares; 2025Q2: 18,386 shares; 2025Q3: 18,386 shares; 2025Q4: 18,386 shares 18,386 $457K 0.12% 0 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: 656 shares; 2024Q4: 651 shares; 2025Q1: 509 shares; 2025Q2: 499 shares; 2025Q3: 493 shares; 2025Q4: 4,840 shares 4,840 $454K 0.12% +4,347 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: 2,918 shares; 2024Q4: 2,918 shares; 2025Q1: 2,918 shares; 2025Q2: 2,918 shares; 2025Q3: 3,118 shares; 2025Q4: 3,118 shares 3,118 $447K 0.12% 0 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: 1,973 shares; 2024Q4: 1,964 shares; 2025Q1: 1,964 shares; 2025Q2: 1,779 shares; 2025Q3: 1,669 shares; 2025Q4: 1,608 shares 1,608 $442K 0.12% -61 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: 714 shares; 2024Q4: 714 shares; 2025Q1: 714 shares; 2025Q2: 714 shares; 2025Q3: 764 shares; 2025Q4: 764 shares 764 $438K 0.12% 0 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: 1,156 shares; 2024Q4: 958 shares; 2025Q1: 938 shares; 2025Q2: 958 shares; 2025Q3: 976 shares; 2025Q4: 954 shares 954 $429K 0.11% -22 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,238 shares; 2024Q4: 2,238 shares; 2025Q1: 2,195 shares; 2025Q2: 2,500 shares; 2025Q3: 2,620 shares; 2025Q4: 2,490 shares 2,490 $426K 0.11% -130 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 686 shares; 2024Q4: 677 shares; 2025Q1: 677 shares; 2025Q2: 669 shares; 2025Q3: 669 shares; 2025Q4: 669 shares 669 $411K 0.11% 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: 4,618 shares; 2024Q4: 4,583 shares; 2025Q1: 4,319 shares; 2025Q2: 4,504 shares; 2025Q3: 4,878 shares; 2025Q4: 6,018 shares 6,018 $404K 0.11% +1,140 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,810 shares; 2025Q4: 1,810 shares 1,810 $393K 0.1% 0 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,673 shares; 2024Q4: 2,673 shares; 2025Q1: 2,673 shares; 2025Q2: 2,962 shares; 2025Q3: 2,962 shares; 2025Q4: 2,962 shares 2,962 $393K 0.1% 0 Timeline SF STIFEL FINL CORP More: the full row for STIFEL FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,475 shares; 2024Q4: 3,275 shares; 2025Q1: 3,275 shares; 2025Q2: 3,275 shares; 2025Q3: 3,275 shares; 2025Q4: 3,040 shares 3,040 $381K 0.1% -235 Timeline IIPR INNOVATIVE INDL PPTYS INC More: the full row for INNOVATIVE INDL PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,748 shares; 2024Q4: 3,920 shares; 2025Q1: 3,798 shares; 2025Q2: 5,928 shares; 2025Q3: 3,800 shares; 2025Q4: 7,950 shares 7,950 $377K 0.1% +4,150 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,316 shares; 2024Q4: 10,316 shares; 2025Q1: 10,316 shares; 2025Q2: 10,266 shares; 2025Q3: 10,206 shares; 2025Q4: 4,743 shares 4,743 $376K 0.1% -5,463 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 376 shares; 2024Q4: 366 shares; 2025Q1: 366 shares; 2025Q2: 364 shares; 2025Q3: 364 shares; 2025Q4: 364 shares 364 $367K 0.1% 0 Timeline VKTX VIKING THERAPEUTICS INC More: the full row for VIKING THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,840 shares; 2025Q3: 10,690 shares; 2025Q4: 10,390 shares 10,390 $366K 0.1% -300 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: 11,194 shares; 2024Q4: 11,194 shares; 2025Q1: 11,194 shares; 2025Q2: 11,194 shares; 2025Q3: 10,352 shares; 2025Q4: 10,352 shares 10,352 $360K 0.1% 0 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: 2,488 shares; 2024Q4: 2,488 shares; 2025Q1: 1,880 shares; 2025Q2: 1,842 shares; 2025Q3: 1,842 shares; 2025Q4: 1,937 shares 1,937 $359K 0.1% +95 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,396 shares; 2024Q4: 3,371 shares; 2025Q1: 3,011 shares; 2025Q2: 2,711 shares; 2025Q3: 2,626 shares; 2025Q4: 2,576 shares 2,576 $352K 0.09% -50 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: 1,638 shares; 2024Q4: 1,638 shares; 2025Q1: 1,638 shares; 2025Q2: 1,613 shares; 2025Q3: 1,438 shares; 2025Q4: 1,388 shares 1,388 $348K 0.09% -50 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,978 shares; 2024Q4: 3,003 shares; 2025Q1: 3,680 shares; 2025Q2: 3,800 shares; 2025Q3: 3,773 shares; 2025Q4: 3,501 shares 3,501 $342K 0.09% -272 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 511 shares; 2025Q3: 511 shares; 2025Q4: 511 shares 511 $334K 0.09% 0 Timeline USCI UNITED STS COMMODITY INDEX F More: the full row for UNITED STS COMMODITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,315 shares; 2024Q4: 4,315 shares; 2025Q1: 4,315 shares; 2025Q2: 4,265 shares; 2025Q3: 4,265 shares; 2025Q4: 4,290 shares 4,290 $333K 0.09% +25 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,067 shares; 2024Q4: 2,067 shares; 2025Q1: 2,392 shares; 2025Q2: 2,482 shares; 2025Q3: 2,457 shares; 2025Q4: 3,858 shares 3,858 $333K 0.09% +1,401 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: 914 shares; 2024Q4: 1,828 shares; 2025Q1: 1,838 shares; 2025Q2: 1,838 shares; 2025Q3: 1,838 shares; 2025Q4: 1,796 shares 1,796 $331K 0.09% -42 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,915 shares 4,915 $321K 0.09% new Timeline ONON ON HLDG AG More: the full row for ON HLDG AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,880 shares 6,880 $320K 0.09% new Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 880 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 887 shares; 2025Q3: 887 shares; 2025Q4: 894 shares 894 $316K 0.08% +7 Timeline ODD ODDITY TECH LTD More: the full row for ODDITY TECH 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: 7,785 shares 7,785 $313K 0.08% new 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: 385 shares; 2024Q4: 370 shares; 2025Q1: 370 shares; 2025Q2: 370 shares; 2025Q3: 370 shares; 2025Q4: 353 shares 353 $311K 0.08% -17 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 508 shares; 2024Q4: 483 shares; 2025Q1: 483 shares; 2025Q2: 450 shares; 2025Q3: 437 shares; 2025Q4: 533 shares 533 $304K 0.08% +96 Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,069 shares; 2024Q4: 2,009 shares; 2025Q1: 1,779 shares; 2025Q2: 1,779 shares; 2025Q3: 1,613 shares; 2025Q4: 1,180 shares 1,180 $301K 0.08% -433 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,111 shares; 2024Q4: 1,111 shares; 2025Q1: 1,066 shares; 2025Q2: 1,056 shares; 2025Q3: 1,056 shares; 2025Q4: 1,056 shares 1,056 $301K 0.08% 0 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: 1,417 shares; 2024Q4: 1,417 shares; 2025Q1: 1,417 shares; 2025Q2: 1,417 shares; 2025Q3: 1,417 shares; 2025Q4: 1,417 shares 1,417 $298K 0.08% 0 Timeline SAM BOSTON BEER INC More: the full row for BOSTON BEER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,431 shares; 2024Q4: 1,457 shares; 2025Q1: 1,659 shares; 2025Q2: 1,662 shares; 2025Q3: 1,880 shares; 2025Q4: 1,511 shares 1,511 $295K 0.08% -369 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: 3,835 shares; 2024Q4: 3,835 shares; 2025Q1: 3,835 shares; 2025Q2: 3,680 shares; 2025Q3: 3,667 shares; 2025Q4: 3,237 shares 3,237 $290K 0.08% -430 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: 2,750 shares; 2024Q4: 2,650 shares; 2025Q1: 2,650 shares; 2025Q2: 2,550 shares; 2025Q3: 2,550 shares; 2025Q4: 2,550 shares 2,550 $286K 0.08% 0 Timeline QDEF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,500 shares; 2024Q4: 3,500 shares; 2025Q1: 3,500 shares; 2025Q2: 3,500 shares; 2025Q3: 3,500 shares; 2025Q4: 3,500 shares 3,500 $283K 0.08% 0 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,662 shares; 2024Q4: 1,577 shares; 2025Q1: 1,460 shares; 2025Q2: 1,421 shares; 2025Q3: 1,421 shares; 2025Q4: 1,306 shares 1,306 $279K 0.07% -115 Timeline SAMG SILVERCREST ASSET MGMT GROUP More: the full row for SILVERCREST ASSET MGMT GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,433 shares; 2024Q4: 14,733 shares; 2025Q1: 14,733 shares; 2025Q2: 18,658 shares; 2025Q3: 18,758 shares; 2025Q4: 18,018 shares 18,018 $274K 0.07% -740 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 950 shares; 2025Q3: 950 shares; 2025Q4: 1,900 shares 1,900 $274K 0.07% +950 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,298 shares; 2025Q3: 2,228 shares; 2025Q4: 1,998 shares 1,998 $270K 0.07% -230 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: 10,178 shares; 2024Q4: 10,133 shares; 2025Q1: 8,782 shares; 2025Q2: 6,835 shares; 2025Q3: 6,570 shares; 2025Q4: 6,605 shares 6,605 $269K 0.07% +35 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,216 shares 3,216 $267K 0.07% new 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: 2,478 shares; 2024Q4: 2,985 shares; 2025Q1: 2,887 shares; 2025Q2: 2,887 shares; 2025Q3: 2,848 shares; 2025Q4: 2,848 shares 2,848 $267K 0.07% 0 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: 4,646 shares; 2024Q4: 5,149 shares; 2025Q1: 5,149 shares; 2025Q2: 3,240 shares; 2025Q3: 3,206 shares; 2025Q4: 2,888 shares 2,888 $265K 0.07% -318 Timeline PCTY PAYLOCITY HLDG CORP More: the full row for PAYLOCITY HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,835 shares; 2024Q4: 1,835 shares; 2025Q1: 1,835 shares; 2025Q2: 1,835 shares; 2025Q3: 1,735 shares; 2025Q4: 1,735 shares 1,735 $265K 0.07% 0 Timeline PPLT ABRDN PLATINUM ETF TRUST More: the full row for ABRDN PLATINUM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,415 shares 1,415 $264K 0.07% new Timeline SLYV 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: 2,998 shares; 2024Q4: 3,003 shares; 2025Q1: 3,003 shares; 2025Q2: 2,938 shares; 2025Q3: 2,901 shares; 2025Q4: 2,851 shares 2,851 $259K 0.07% -50 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,245 shares; 2024Q4: 4,245 shares; 2025Q1: 4,395 shares; 2025Q2: 4,315 shares; 2025Q3: 4,315 shares; 2025Q4: 4,265 shares 4,265 $257K 0.07% -50 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 118 shares; 2025Q1: 118 shares; 2025Q2: 118 shares; 2025Q3: 118 shares; 2025Q4: 118 shares 118 $254K 0.07% 0 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: 8,000 shares; 2025Q4: 5,610 shares 5,610 $244K 0.07% -2,390 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,945 shares; 2024Q4: 8,835 shares; 2025Q1: 8,835 shares; 2025Q2: 8,835 shares; 2025Q3: 8,835 shares; 2025Q4: 8,835 shares 8,835 $242K 0.06% 0 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: not reported; 2025Q4: 1,178 shares 1,178 $242K 0.06% new Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 374 shares; 2025Q4: 394 shares 394 $238K 0.06% +20 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,086 shares; 2024Q4: 2,883 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,680 shares 1,680 $238K 0.06% new Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,852 shares; 2024Q4: 4,752 shares; 2025Q1: 3,617 shares; 2025Q2: 3,617 shares; 2025Q3: 3,617 shares; 2025Q4: 3,567 shares 3,567 $237K 0.06% -50 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 204 shares; 2025Q3: 254 shares; 2025Q4: 274 shares 274 $237K 0.06% +20 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 619 shares; 2025Q3: 619 shares; 2025Q4: 619 shares 619 $231K 0.06% 0 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 962 shares; 2024Q4: 947 shares; 2025Q1: 897 shares; 2025Q2: 897 shares; 2025Q3: 902 shares; 2025Q4: 788 shares 788 $229K 0.06% -114 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,994 shares; 2024Q4: 1,877 shares; 2025Q1: not reported; 2025Q2: 1,877 shares; 2025Q3: 1,877 shares; 2025Q4: 1,812 shares 1,812 $228K 0.06% -65 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,158 shares; 2024Q4: 1,158 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 957 shares; 2025Q4: 872 shares 872 $228K 0.06% -85 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,757 shares; 2024Q4: 7,106 shares; 2025Q1: 5,869 shares; 2025Q2: 5,429 shares; 2025Q3: 3,104 shares; 2025Q4: 1,704 shares 1,704 $226K 0.06% -1,400 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,090 shares; 2025Q4: 4,090 shares 4,090 $225K 0.06% 0 Timeline FIG FIGMA INC More: the full row for FIGMA 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: 6,010 shares 6,010 $225K 0.06% new Timeline CYBERARK SOFTWARE LTD/ISRAEL CYBERARK SOFTWARE LTD/ISRAEL More: the full row for CYBERARK SOFTWARE LTD/ISRAEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 875 shares; 2024Q4: 645 shares; 2025Q1: 629 shares; 2025Q2: 579 shares; 2025Q3: 530 shares; 2025Q4: 500 shares 500 $223K 0.06% -30 REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 288 shares 288 $222K 0.06% new Timeline EMF TEMPLETON EMERGING MKTS FD More: the full row for TEMPLETON EMERGING MKTS FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,550 shares; 2024Q4: 13,550 shares; 2025Q1: 13,550 shares; 2025Q2: 13,000 shares; 2025Q3: 13,000 shares; 2025Q4: 13,000 shares 13,000 $221K 0.06% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,027 shares 1,027 $220K 0.06% new Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,042 shares; 2025Q4: 6,042 shares 6,042 $219K 0.06% 0 Timeline NBIX NEUROCRINE BIOSCIENCES INC More: the full row for NEUROCRINE BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,492 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,492 shares; 2025Q4: 1,492 shares 1,492 $212K 0.06% 0 Timeline AB ALLIANCEBERNSTEIN HLDG L P More: the full row for ALLIANCEBERNSTEIN HLDG L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,050 shares; 2024Q4: 6,050 shares; 2025Q1: 5,485 shares; 2025Q2: 5,485 shares; 2025Q3: 5,485 shares; 2025Q4: 5,485 shares 5,485 $211K 0.06% 0 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,291 shares; 2024Q4: 3,241 shares; 2025Q1: 3,241 shares; 2025Q2: 3,241 shares; 2025Q3: 3,191 shares; 2025Q4: 3,091 shares 3,091 $211K 0.06% -100 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,489 shares; 2025Q4: 1,489 shares 1,489 $210K 0.06% 0 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,925 shares; 2025Q3: 2,925 shares; 2025Q4: 2,925 shares 2,925 $209K 0.06% 0 Timeline OPPJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,436 shares 4,436 $206K 0.05% new Timeline ARE ALEXANDRIA REAL ESTATE EQ IN More: the full row for ALEXANDRIA REAL ESTATE EQ IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,886 shares; 2025Q3: 3,240 shares; 2025Q4: 4,192 shares 4,192 $205K 0.05% +952 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 450 shares 450 $204K 0.05% new Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY 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: 2,525 shares; 2025Q3: 2,525 shares; 2025Q4: 2,525 shares 2,525 $203K 0.05% 0 Timeline CNH CNH INDL N V More: the full row for CNH INDL N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,475 shares 21,475 $198K 0.05% new Timeline JOF JAPAN SMALLER CAPITALIZATION More: the full row for JAPAN SMALLER CAPITALIZATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,968 shares; 2024Q4: 18,133 shares; 2025Q1: 17,633 shares; 2025Q2: 17,633 shares; 2025Q3: 17,633 shares; 2025Q4: 17,633 shares 17,633 $195K 0.05% 0 Timeline VG VENTURE GLOBAL INC More: the full row for VENTURE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,800 shares 15,800 $108K 0.03% new Timeline ABEV AMBEV SA More: the full row for AMBEV SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,845 shares; 2024Q4: 34,480 shares; 2025Q1: 34,480 shares; 2025Q2: 31,580 shares; 2025Q3: 31,580 shares; 2025Q4: 31,580 shares 31,580 $78K 0.02% 0 Timeline