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: 100,044 shares; 2024Q4: 52,326 shares; 2025Q1: 53,655 shares; 2025Q2: 54,872 shares; 2025Q3: 47,630 shares; 2025Q4: 58,246 shares 58,246 $36.7M 3.36% +10,616 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: 121,012 shares; 2024Q4: 51,417 shares; 2025Q1: 54,779 shares; 2025Q2: 28,487 shares; 2025Q3: 20,420 shares; 2025Q4: 55,985 shares 55,985 $34.5M 3.16% +35,565 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: 279,450 shares; 2024Q4: 96,954 shares; 2025Q1: 36,561 shares; 2025Q2: 37,311 shares; 2025Q3: 29,596 shares; 2025Q4: 98,936 shares 98,936 $24.4M 2.24% +69,340 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: 242,762 shares; 2024Q4: 95,157 shares; 2025Q1: 115,076 shares; 2025Q2: 115,323 shares; 2025Q3: 114,259 shares; 2025Q4: 119,415 shares 119,415 $22.3M 2.04% +5,156 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: 46,160 shares; 2024Q4: 40,283 shares; 2025Q1: 3,904 shares; 2025Q2: 42,000 shares; 2025Q3: 26,388 shares; 2025Q4: 31,123 shares 31,123 $21.2M 1.95% +4,735 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: 145,436 shares; 2024Q4: 147,404 shares; 2025Q1: 72,570 shares; 2025Q2: 88,588 shares; 2025Q3: 54,445 shares; 2025Q4: 187,590 shares 187,590 $20.9M 1.92% +133,145 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: 66,035 shares; 2024Q4: 36,880 shares; 2025Q1: 36,614 shares; 2025Q2: 62,322 shares; 2025Q3: 34,098 shares; 2025Q4: 37,760 shares 37,760 $18.3M 1.68% +3,662 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: 44,238 shares; 2024Q4: 42,038 shares; 2025Q1: 61,349 shares; 2025Q2: 53,446 shares; 2025Q3: 50,108 shares; 2025Q4: 109,296 shares 109,296 $17.7M 1.62% +59,188 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,610 shares; 2024Q4: 9,484 shares; 2025Q1: 12,261 shares; 2025Q2: 163,099 shares; 2025Q3: 81,079 shares; 2025Q4: 142,985 shares 142,985 $17.6M 1.62% +61,906 Timeline XBI 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: 296,486 shares; 2024Q4: 62,600 shares; 2025Q1: 63,313 shares; 2025Q2: 67,521 shares; 2025Q3: not reported; 2025Q4: 143,713 shares 143,713 $17.5M 1.61% new Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 430,173 shares; 2024Q4: 193,186 shares; 2025Q1: 33,588 shares; 2025Q2: 222,300 shares; 2025Q3: 345,641 shares; 2025Q4: 200,427 shares 200,427 $17.5M 1.6% -145,214 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: 58,917 shares; 2024Q4: 54,410 shares; 2025Q1: 51,923 shares; 2025Q2: 49,414 shares; 2025Q3: 42,293 shares; 2025Q4: 50,712 shares 50,712 $16.2M 1.48% +8,419 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: 1,514 shares; 2024Q4: not reported; 2025Q1: 42,727 shares; 2025Q2: 37,561 shares; 2025Q3: 44,175 shares; 2025Q4: 40,631 shares 40,631 $16.1M 1.48% -3,544 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: 2,372 shares; 2024Q4: 179,032 shares; 2025Q1: 99,288 shares; 2025Q2: 111,605 shares; 2025Q3: 143,896 shares; 2025Q4: 129,831 shares 129,831 $15.3M 1.4% -14,065 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: 35,619 shares; 2024Q4: 36,806 shares; 2025Q1: 36,666 shares; 2025Q2: 46,841 shares; 2025Q3: 36,906 shares; 2025Q4: 46,766 shares 46,766 $14.6M 1.34% +9,860 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: not reported; 2025Q2: 103,255 shares; 2025Q3: not reported; 2025Q4: 147,893 shares 147,893 $14.2M 1.3% new Timeline IGV 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: 80,488 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 118,193 shares 118,193 $12.5M 1.15% new Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,411 shares; 2024Q4: 44,333 shares; 2025Q1: 43,566 shares; 2025Q2: 46,753 shares; 2025Q3: 32,328 shares; 2025Q4: 34,433 shares 34,433 $11.9M 1.09% +2,105 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 682,790 shares; 2024Q4: 387,764 shares; 2025Q1: 397,248 shares; 2025Q2: 398,084 shares; 2025Q3: 291,008 shares; 2025Q4: 216,337 shares 216,337 $11.9M 1.09% -74,671 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 128,616 shares; 2024Q4: not reported; 2025Q1: 69,345 shares; 2025Q2: 138,147 shares; 2025Q3: 70,744 shares; 2025Q4: 103,793 shares 103,793 $11.7M 1.08% +33,049 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: 45,592 shares; 2024Q4: 45,270 shares; 2025Q1: 23,973 shares; 2025Q2: 25,026 shares; 2025Q3: 22,145 shares; 2025Q4: 52,808 shares 52,808 $11.6M 1.07% +30,663 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 118,156 shares; 2025Q3: 111,055 shares; 2025Q4: 271,564 shares 271,564 $11.6M 1.06% +160,509 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,252 shares; 2024Q4: 55,304 shares; 2025Q1: 15,310 shares; 2025Q2: 15,125 shares; 2025Q3: 14,552 shares; 2025Q4: 15,233 shares 15,233 $11.5M 1.06% +681 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: 60,112 shares; 2024Q4: 28,102 shares; 2025Q1: 28,943 shares; 2025Q2: 27,605 shares; 2025Q3: 29,579 shares; 2025Q4: 37,858 shares 37,858 $11.2M 1.03% +8,279 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: 43,556 shares; 2024Q4: 44,056 shares; 2025Q1: 44,745 shares; 2025Q2: 39,772 shares; 2025Q3: 32,502 shares; 2025Q4: 41,138 shares 41,138 $11.2M 1.03% +8,636 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: 89,600 shares; 2024Q4: 50,627 shares; 2025Q1: 45,678 shares; 2025Q2: 58,802 shares; 2025Q3: 54,869 shares; 2025Q4: 64,434 shares 64,434 $11M 1.01% +9,565 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: 40,857 shares; 2024Q4: 42,061 shares; 2025Q1: 41,237 shares; 2025Q2: 41,952 shares; 2025Q3: 31,095 shares; 2025Q4: 43,020 shares 43,020 $10.8M 0.99% +11,925 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: 39,768 shares; 2024Q4: 20,536 shares; 2025Q1: 20,222 shares; 2025Q2: 20,714 shares; 2025Q3: 18,338 shares; 2025Q4: 21,453 shares 21,453 $10.5M 0.96% +3,115 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 165,618 shares; 2024Q4: 165,518 shares; 2025Q1: 82,961 shares; 2025Q2: 81,982 shares; 2025Q3: 51,218 shares; 2025Q4: 84,092 shares 84,092 $10.2M 0.94% +32,874 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 155,926 shares; 2024Q4: 310,678 shares; 2025Q1: 310,519 shares; 2025Q2: 312,194 shares; 2025Q3: 112,402 shares; 2025Q4: 311,174 shares 311,174 $10.2M 0.93% +198,772 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: 48,957 shares; 2024Q4: 44,539 shares; 2025Q1: 42,999 shares; 2025Q2: 46,164 shares; 2025Q3: 34,077 shares; 2025Q4: 44,141 shares 44,141 $10.1M 0.93% +10,064 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: 124,096 shares; 2024Q4: 62,236 shares; 2025Q1: 59,870 shares; 2025Q2: 58,799 shares; 2025Q3: 35,881 shares; 2025Q4: 54,653 shares 54,653 $10M 0.92% +18,772 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: 49,384 shares; 2024Q4: 41,938 shares; 2025Q1: 45,750 shares; 2025Q2: 48,823 shares; 2025Q3: 44,448 shares; 2025Q4: 62,001 shares 62,001 $9.56M 0.88% +17,553 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: 190,906 shares; 2024Q4: 195,832 shares; 2025Q1: 100,577 shares; 2025Q2: 105,173 shares; 2025Q3: 78,129 shares; 2025Q4: 231,237 shares 231,237 $9.42M 0.86% +153,108 Timeline IXJ 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: 147,802 shares; 2024Q4: 79,400 shares; 2025Q1: 79,721 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 92,859 shares 92,859 $9.05M 0.83% new Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,878 shares; 2024Q4: 54,252 shares; 2025Q1: 27,576 shares; 2025Q2: 27,976 shares; 2025Q3: 23,481 shares; 2025Q4: 31,186 shares 31,186 $8.99M 0.83% +7,705 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: 47,666 shares; 2024Q4: 45,430 shares; 2025Q1: 22,237 shares; 2025Q2: 21,601 shares; 2025Q3: 17,611 shares; 2025Q4: 21,591 shares 21,591 $8.93M 0.82% +3,980 Timeline DGRO 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: 117,073 shares; 2024Q4: 119,656 shares; 2025Q1: 121,305 shares; 2025Q2: 123,376 shares; 2025Q3: 93,527 shares; 2025Q4: 127,649 shares 127,649 $8.86M 0.81% +34,122 Timeline INDA 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: 290,341 shares; 2024Q4: 136,796 shares; 2025Q1: 139,424 shares; 2025Q2: 142,013 shares; 2025Q3: 114,181 shares; 2025Q4: 155,423 shares 155,423 $8.41M 0.77% +41,242 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: 10,244 shares; 2024Q4: 9,829 shares; 2025Q1: 13,160 shares; 2025Q2: 12,063 shares; 2025Q3: 11,657 shares; 2025Q4: 12,144 shares 12,144 $8.02M 0.74% +487 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: 36,094 shares; 2024Q4: 31,130 shares; 2025Q1: 21,597 shares; 2025Q2: 21,350 shares; 2025Q3: 17,180 shares; 2025Q4: 17,757 shares 17,757 $7.99M 0.73% +577 Timeline KCE 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: 92,444 shares; 2024Q4: 49,111 shares; 2025Q1: 48,559 shares; 2025Q2: 49,817 shares; 2025Q3: 37,152 shares; 2025Q4: 52,855 shares 52,855 $7.94M 0.73% +15,703 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: 226,822 shares; 2024Q4: 116,704 shares; 2025Q1: 63,048 shares; 2025Q2: 105,500 shares; 2025Q3: 101,671 shares; 2025Q4: 96,736 shares 96,736 $7.9M 0.73% -4,935 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: 30,496 shares; 2024Q4: 31,186 shares; 2025Q1: 25,182 shares; 2025Q2: 28,080 shares; 2025Q3: 23,426 shares; 2025Q4: 37,720 shares 37,720 $7.81M 0.72% +14,294 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,400 shares; 2024Q4: 23,600 shares; 2025Q1: 7,300 shares; 2025Q2: 4,600 shares; 2025Q3: not reported; 2025Q4: 47,712 shares 47,712 $7.7M 0.71% new 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: 131,670 shares; 2024Q4: 138,473 shares; 2025Q1: 143,641 shares; 2025Q2: 148,296 shares; 2025Q3: 56,582 shares; 2025Q4: 162,128 shares 162,128 $7.55M 0.69% +105,546 Timeline FLOT 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: 6,618 shares; 2025Q1: 5,558 shares; 2025Q2: 52,262 shares; 2025Q3: 316,728 shares; 2025Q4: 146,552 shares 146,552 $7.45M 0.68% -170,176 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: 52,484 shares; 2024Q4: 32,076 shares; 2025Q1: 33,510 shares; 2025Q2: 33,872 shares; 2025Q3: 30,676 shares; 2025Q4: 32,113 shares 32,113 $7.41M 0.68% +1,437 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,126 shares; 2024Q4: 28,242 shares; 2025Q1: 28,251 shares; 2025Q2: 29,430 shares; 2025Q3: 54,237 shares; 2025Q4: 53,807 shares 53,807 $7.32M 0.67% -430 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: 54,233 shares; 2024Q4: 55,394 shares; 2025Q1: 60,868 shares; 2025Q2: 68,673 shares; 2025Q3: 64,820 shares; 2025Q4: 69,200 shares 69,200 $7.29M 0.67% +4,380 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,893 shares; 2024Q4: 39,002 shares; 2025Q1: 34,638 shares; 2025Q2: 36,171 shares; 2025Q3: 38,450 shares; 2025Q4: 45,943 shares 45,943 $7.11M 0.65% +7,493 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: 190,588 shares; 2024Q4: 86,392 shares; 2025Q1: 96,062 shares; 2025Q2: 79,754 shares; 2025Q3: 55,373 shares; 2025Q4: 71,029 shares 71,029 $7.1M 0.65% +15,656 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 152,940 shares; 2024Q4: not reported; 2025Q1: 42,108 shares; 2025Q2: 10,349 shares; 2025Q3: 10,520 shares; 2025Q4: 39,281 shares 39,281 $6.98M 0.64% +28,761 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: 107,520 shares; 2024Q4: 50,381 shares; 2025Q1: 46,986 shares; 2025Q2: 49,517 shares; 2025Q3: 44,687 shares; 2025Q4: 53,901 shares 53,901 $6.96M 0.64% +9,214 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: 15,135 shares; 2024Q4: 20,077 shares; 2025Q1: 19,796 shares; 2025Q2: 22,184 shares; 2025Q3: 17,028 shares; 2025Q4: 20,677 shares 20,677 $6.78M 0.62% +3,649 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: 37,423 shares; 2024Q4: 34,457 shares; 2025Q1: 53,484 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 52,578 shares 52,578 $6.62M 0.61% new 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: not reported; 2025Q1: not reported; 2025Q2: 12,474 shares; 2025Q3: 12,219 shares; 2025Q4: 33,699 shares 33,699 $6.57M 0.6% +21,480 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,674 shares; 2024Q4: 31,179 shares; 2025Q1: 31,951 shares; 2025Q2: 33,185 shares; 2025Q3: 24,313 shares; 2025Q4: 33,501 shares 33,501 $6.17M 0.57% +9,188 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: 150,444 shares; 2024Q4: 81,932 shares; 2025Q1: 68,422 shares; 2025Q2: 70,703 shares; 2025Q3: 57,096 shares; 2025Q4: 80,383 shares 80,383 $5.91M 0.54% +23,287 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: 37,369 shares; 2024Q4: 37,531 shares; 2025Q1: 40,021 shares; 2025Q2: 40,088 shares; 2025Q3: 31,737 shares; 2025Q4: 36,058 shares 36,058 $5.77M 0.53% +4,321 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,466 shares; 2024Q4: 13,235 shares; 2025Q1: 12,903 shares; 2025Q2: 12,561 shares; 2025Q3: 12,537 shares; 2025Q4: 12,119 shares 12,119 $5.68M 0.52% -418 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: 222,231 shares; 2024Q4: 227,153 shares; 2025Q1: 229,317 shares; 2025Q2: 217,644 shares; 2025Q3: 113,245 shares; 2025Q4: 227,945 shares 227,945 $5.66M 0.52% +114,700 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,549 shares; 2024Q4: 76,794 shares; 2025Q1: 39,581 shares; 2025Q2: 41,568 shares; 2025Q3: 36,466 shares; 2025Q4: 44,296 shares 44,296 $5.61M 0.51% +7,830 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: 101,759 shares; 2024Q4: 66,986 shares; 2025Q1: 90,751 shares; 2025Q2: 75,247 shares; 2025Q3: 57,517 shares; 2025Q4: 72,637 shares 72,637 $5.6M 0.51% +15,120 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: 50,888 shares; 2024Q4: 29,998 shares; 2025Q1: 31,444 shares; 2025Q2: 32,630 shares; 2025Q3: 31,837 shares; 2025Q4: 38,894 shares 38,894 $5.58M 0.51% +7,057 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: 15,529 shares; 2024Q4: 31,640 shares; 2025Q1: 16,204 shares; 2025Q2: 16,901 shares; 2025Q3: 17,216 shares; 2025Q4: 18,061 shares 18,061 $5.54M 0.51% +845 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: 51,404 shares; 2024Q4: 26,169 shares; 2025Q1: 26,446 shares; 2025Q2: 27,105 shares; 2025Q3: 22,846 shares; 2025Q4: 26,953 shares 26,953 $5.48M 0.5% +4,107 Timeline RKT ROCKET COS INC More: the full row for ROCKET COS 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: 263,000 shares; 2025Q4: 282,840 shares 282,840 $5.48M 0.5% +19,840 Timeline AOM 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: 100,387 shares; 2024Q4: 101,658 shares; 2025Q1: 104,144 shares; 2025Q2: 106,655 shares; 2025Q3: 43,292 shares; 2025Q4: 113,987 shares 113,987 $5.44M 0.5% +70,695 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: 172,160 shares; 2024Q4: 79,011 shares; 2025Q1: 77,745 shares; 2025Q2: 80,545 shares; 2025Q3: 61,443 shares; 2025Q4: 67,829 shares 67,829 $5.38M 0.49% +6,386 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,746 shares; 2025Q2: 6,047 shares; 2025Q3: 6,052 shares; 2025Q4: 6,119 shares 6,119 $5.38M 0.49% +67 Timeline PGHY 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: 429,656 shares; 2024Q4: 224,636 shares; 2025Q1: 233,230 shares; 2025Q2: 241,391 shares; 2025Q3: 89,894 shares; 2025Q4: 264,012 shares 264,012 $5.25M 0.48% +174,118 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: 92,160 shares; 2024Q4: 96,280 shares; 2025Q1: 99,877 shares; 2025Q2: 103,486 shares; 2025Q3: 41,580 shares; 2025Q4: 112,796 shares 112,796 $5.25M 0.48% +71,216 Timeline VWOB 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: 125,512 shares; 2024Q4: 66,030 shares; 2025Q1: 68,686 shares; 2025Q2: 71,252 shares; 2025Q3: 35,942 shares; 2025Q4: 77,366 shares 77,366 $5.22M 0.48% +41,424 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,600 shares; 2024Q4: 27,400 shares; 2025Q1: 32,120 shares; 2025Q2: 98,320 shares; 2025Q3: 100,100 shares; 2025Q4: 101,800 shares 101,800 $5.17M 0.47% +1,700 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: 7,056 shares; 2024Q4: 3,790 shares; 2025Q1: 3,943 shares; 2025Q2: 4,205 shares; 2025Q3: 4,488 shares; 2025Q4: 4,685 shares 4,685 $5.03M 0.46% +197 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: 79,708 shares; 2024Q4: 31,820 shares; 2025Q1: 37,251 shares; 2025Q2: 35,510 shares; 2025Q3: 28,115 shares; 2025Q4: 37,501 shares 37,501 $4.98M 0.46% +9,386 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB 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: 70,200 shares 70,200 $4.9M 0.45% new 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: 39,166 shares; 2024Q4: 20,129 shares; 2025Q1: 20,637 shares; 2025Q2: 20,571 shares; 2025Q3: 19,244 shares; 2025Q4: 21,034 shares 21,034 $4.88M 0.45% +1,790 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: 96,006 shares; 2024Q4: 48,408 shares; 2025Q1: 46,977 shares; 2025Q2: 50,334 shares; 2025Q3: 148,831 shares; 2025Q4: 57,666 shares 57,666 $4.86M 0.45% -91,165 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: 164,654 shares; 2024Q4: 81,471 shares; 2025Q1: 102,245 shares; 2025Q2: 106,200 shares; 2025Q3: 59,943 shares; 2025Q4: 86,399 shares 86,399 $4.61M 0.42% +26,456 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: 44,544 shares; 2024Q4: 48,244 shares; 2025Q1: 25,482 shares; 2025Q2: 26,263 shares; 2025Q3: 21,913 shares; 2025Q4: 30,784 shares 30,784 $4.35M 0.4% +8,871 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: 59,242 shares; 2024Q4: 22,095 shares; 2025Q1: 56,414 shares; 2025Q2: 21,139 shares; 2025Q3: 19,279 shares; 2025Q4: 18,988 shares 18,988 $4.17M 0.38% -291 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,532 shares; 2024Q4: 12,326 shares; 2025Q1: 11,756 shares; 2025Q2: 11,203 shares; 2025Q3: 8,447 shares; 2025Q4: 9,291 shares 9,291 $4.14M 0.38% +844 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: 42,498 shares; 2024Q4: 22,870 shares; 2025Q1: 24,140 shares; 2025Q2: 25,033 shares; 2025Q3: 20,108 shares; 2025Q4: 29,227 shares 29,227 $4.13M 0.38% +9,119 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,426 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 51,486 shares; 2025Q3: 68,923 shares; 2025Q4: 47,036 shares 47,036 $4M 0.37% -21,887 Timeline GBX GREENBRIER COS INC More: the full row for GREENBRIER COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 158,506 shares; 2024Q4: 65,220 shares; 2025Q1: 68,999 shares; 2025Q2: 79,836 shares; 2025Q3: 62,358 shares; 2025Q4: 84,607 shares 84,607 $3.96M 0.36% +22,249 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: 32,189 shares; 2024Q4: 32,782 shares; 2025Q1: 32,664 shares; 2025Q2: 32,708 shares; 2025Q3: 27,017 shares; 2025Q4: 33,304 shares 33,304 $3.91M 0.36% +6,287 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: 28,876 shares; 2024Q4: 28,740 shares; 2025Q1: 14,833 shares; 2025Q2: 14,941 shares; 2025Q3: 10,992 shares; 2025Q4: 17,709 shares 17,709 $3.9M 0.36% +6,717 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: 19,804 shares; 2024Q4: 9,695 shares; 2025Q1: 9,956 shares; 2025Q2: 10,062 shares; 2025Q3: 8,962 shares; 2025Q4: 11,564 shares 11,564 $3.88M 0.36% +2,602 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: 26,026 shares; 2024Q4: 13,177 shares; 2025Q1: 13,312 shares; 2025Q2: 14,560 shares; 2025Q3: 13,695 shares; 2025Q4: 46,030 shares 46,030 $3.82M 0.35% +32,335 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,289 shares; 2024Q4: 96,818 shares; 2025Q1: 127,556 shares; 2025Q2: 131,310 shares; 2025Q3: 117,729 shares; 2025Q4: 136,432 shares 136,432 $3.75M 0.34% +18,703 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,300 shares; 2024Q4: 9,520 shares; 2025Q1: 9,804 shares; 2025Q2: 9,906 shares; 2025Q3: 8,105 shares; 2025Q4: 11,676 shares 11,676 $3.68M 0.34% +3,571 Timeline VDE 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: 37,728 shares; 2024Q4: 42,132 shares; 2025Q1: 22,132 shares; 2025Q2: 23,341 shares; 2025Q3: 19,889 shares; 2025Q4: 28,720 shares 28,720 $3.62M 0.33% +8,831 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 131,800 shares; 2024Q4: 61,560 shares; 2025Q1: 63,100 shares; 2025Q2: 61,602 shares; 2025Q3: 53,908 shares; 2025Q4: 61,494 shares 61,494 $3.61M 0.33% +7,586 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,915 shares; 2024Q4: 17,322 shares; 2025Q1: 17,392 shares; 2025Q2: 17,293 shares; 2025Q3: 17,687 shares; 2025Q4: 18,312 shares 18,312 $3.56M 0.33% +625 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: 36,836 shares; 2024Q4: 39,944 shares; 2025Q1: 23,913 shares; 2025Q2: 23,696 shares; 2025Q3: 18,349 shares; 2025Q4: 47,774 shares 47,774 $3.53M 0.32% +29,425 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: 19,050 shares; 2024Q4: 7,925 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 41,724 shares; 2025Q4: 42,624 shares 42,624 $3.45M 0.32% +900 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,068 shares; 2024Q4: 19,946 shares; 2025Q1: 20,509 shares; 2025Q2: 22,764 shares; 2025Q3: 18,916 shares; 2025Q4: 22,563 shares 22,563 $3.44M 0.32% +3,647 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: 25,561 shares; 2024Q4: 53,448 shares; 2025Q1: 28,194 shares; 2025Q2: 29,914 shares; 2025Q3: 25,205 shares; 2025Q4: 33,563 shares 33,563 $3.39M 0.31% +8,358 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,178 shares; 2024Q4: 38,945 shares; 2025Q1: 41,190 shares; 2025Q2: 42,535 shares; 2025Q3: 38,138 shares; 2025Q4: 45,177 shares 45,177 $3.33M 0.31% +7,039 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,200 shares; 2024Q4: 11,600 shares; 2025Q1: 33,800 shares; 2025Q2: 47,400 shares; 2025Q3: 48,000 shares; 2025Q4: 38,203 shares 38,203 $3.3M 0.3% -9,797 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: 56,027 shares; 2024Q4: 55,533 shares; 2025Q1: 55,252 shares; 2025Q2: 55,068 shares; 2025Q3: 39,842 shares; 2025Q4: 60,467 shares 60,467 $3.26M 0.3% +20,625 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: 1,269 shares; 2024Q4: 2,794 shares; 2025Q1: 2,892 shares; 2025Q2: 3,082 shares; 2025Q3: 4,568 shares; 2025Q4: 3,004 shares 3,004 $3.21M 0.29% -1,564 Timeline VDC 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: 23,952 shares; 2024Q4: 23,820 shares; 2025Q1: 12,359 shares; 2025Q2: 12,508 shares; 2025Q3: 10,687 shares; 2025Q4: 15,154 shares 15,154 $3.2M 0.29% +4,467 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,983 shares; 2024Q4: 26,388 shares; 2025Q1: 26,747 shares; 2025Q2: 18,704 shares; 2025Q3: 18,552 shares; 2025Q4: 18,800 shares 18,800 $3.19M 0.29% +248 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: 54,338 shares; 2024Q4: 28,003 shares; 2025Q1: 27,807 shares; 2025Q2: 28,327 shares; 2025Q3: 25,372 shares; 2025Q4: 28,170 shares 28,170 $3.16M 0.29% +2,798 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: 1,138 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,831 shares; 2025Q4: 14,562 shares 14,562 $3.16M 0.29% -269 Timeline CAVA CAVA GROUP INC More: the full row for CAVA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,000 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 68,300 shares; 2025Q3: 67,600 shares; 2025Q4: 52,200 shares 52,200 $3.06M 0.28% -15,400 Timeline GTLB GITLAB INC More: the full row for GITLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117,800 shares; 2024Q4: 5,100 shares; 2025Q1: 57,700 shares; 2025Q2: 62,286 shares; 2025Q3: 92,043 shares; 2025Q4: 80,200 shares 80,200 $3.01M 0.28% -11,843 Timeline XYL XYLEM INC More: the full row for XYLEM 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: 22,002 shares 22,002 $3M 0.27% new Timeline VOX 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: 38,140 shares; 2024Q4: 36,228 shares; 2025Q1: 17,097 shares; 2025Q2: 16,139 shares; 2025Q3: 11,820 shares; 2025Q4: 14,491 shares 14,491 $2.81M 0.26% +2,671 Timeline VPU 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: 21,386 shares; 2024Q4: 23,130 shares; 2025Q1: 12,218 shares; 2025Q2: 12,698 shares; 2025Q3: 11,888 shares; 2025Q4: 15,123 shares 15,123 $2.8M 0.26% +3,235 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: 1,182 shares; 2024Q4: 1,956 shares; 2025Q1: 776 shares; 2025Q2: 770 shares; 2025Q3: 4,025 shares; 2025Q4: 7,788 shares 7,788 $2.73M 0.25% +3,763 Timeline MGA MAGNA INTL INC More: the full row for MAGNA 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: 50,936 shares; 2025Q3: 38,574 shares; 2025Q4: 51,082 shares 51,082 $2.72M 0.25% +12,508 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,203 shares; 2024Q4: not reported; 2025Q1: 9,003 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,000 shares 12,000 $2.71M 0.25% new 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: 19,164 shares; 2024Q4: 63,636 shares; 2025Q1: 31,884 shares; 2025Q2: 31,634 shares; 2025Q3: not reported; 2025Q4: 28,036 shares 28,036 $2.68M 0.25% new 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: 153,658 shares; 2024Q4: 83,960 shares; 2025Q1: 92,661 shares; 2025Q2: 89,220 shares; 2025Q3: 91,343 shares; 2025Q4: 59,287 shares 59,287 $2.63M 0.24% -32,056 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 31,275 shares; 2025Q4: 30,167 shares 30,167 $2.6M 0.24% -1,108 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,320 shares; 2024Q4: 46,974 shares; 2025Q1: 58,097 shares; 2025Q2: 64,000 shares; 2025Q3: 56,378 shares; 2025Q4: 70,953 shares 70,953 $2.6M 0.24% +14,575 Timeline APLD APPLIED DIGITAL CORP More: the full row for APPLIED DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,150 shares; 2025Q3: 11,050 shares; 2025Q4: 105,820 shares 105,820 $2.59M 0.24% +94,770 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: not reported; 2025Q1: 27,627 shares; 2025Q2: 27,448 shares; 2025Q3: 27,027 shares; 2025Q4: 26,527 shares 26,527 $2.55M 0.23% -500 Timeline VFH 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: 28,834 shares; 2024Q4: 30,816 shares; 2025Q1: 16,071 shares; 2025Q2: 16,495 shares; 2025Q3: 15,896 shares; 2025Q4: 19,002 shares 19,002 $2.54M 0.23% +3,106 Timeline VIS 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: 12,864 shares; 2024Q4: 13,692 shares; 2025Q1: 7,167 shares; 2025Q2: 7,308 shares; 2025Q3: 7,227 shares; 2025Q4: 8,347 shares 8,347 $2.51M 0.23% +1,120 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: 42,502 shares; 2024Q4: 19,935 shares; 2025Q1: 23,501 shares; 2025Q2: 22,367 shares; 2025Q3: 22,335 shares; 2025Q4: 31,118 shares 31,118 $2.5M 0.23% +8,783 Timeline VCR 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: 9,678 shares; 2024Q4: 10,270 shares; 2025Q1: 5,372 shares; 2025Q2: 5,487 shares; 2025Q3: 6,082 shares; 2025Q4: 6,293 shares 6,293 $2.5M 0.23% +211 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,192 shares; 2024Q4: 27,180 shares; 2025Q1: 14,510 shares; 2025Q2: 16,304 shares; 2025Q3: 15,930 shares; 2025Q4: 37,262 shares 37,262 $2.4M 0.22% +21,332 Timeline VFQY VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,170 shares; 2024Q4: 5,981 shares; 2025Q1: 12,595 shares; 2025Q2: 12,989 shares; 2025Q3: 12,216 shares; 2025Q4: 15,389 shares 15,389 $2.37M 0.22% +3,173 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: 25,180 shares; 2024Q4: 32,493 shares; 2025Q1: 33,617 shares; 2025Q2: 26,917 shares; 2025Q3: 11,721 shares; 2025Q4: 33,655 shares 33,655 $2.35M 0.22% +21,934 Timeline HMC HONDA MOTOR CO LTD More: the full row for HONDA MOTOR CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 42,828 shares; 2025Q1: 40,999 shares; 2025Q2: 76,862 shares; 2025Q3: 68,521 shares; 2025Q4: 77,707 shares 77,707 $2.29M 0.21% +9,186 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: 25,444 shares; 2024Q4: 12,619 shares; 2025Q1: 12,911 shares; 2025Q2: 13,141 shares; 2025Q3: 10,070 shares; 2025Q4: 15,444 shares 15,444 $2.22M 0.2% +5,374 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: 12,164 shares; 2024Q4: 6,131 shares; 2025Q1: 6,291 shares; 2025Q2: 6,410 shares; 2025Q3: 6,093 shares; 2025Q4: 7,571 shares 7,571 $2.2M 0.2% +1,478 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,594 shares; 2024Q4: 6,594 shares; 2025Q1: 6,594 shares; 2025Q2: 6,594 shares; 2025Q3: not reported; 2025Q4: 6,598 shares 6,598 $2.05M 0.19% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 36,950 shares; 2025Q4: 40,902 shares 40,902 $2.01M 0.18% +3,952 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER 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: 25,900 shares; 2025Q2: 26,655 shares; 2025Q3: 27,304 shares; 2025Q4: 13,933 shares 13,933 $2M 0.18% -13,371 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,734 shares; 2024Q4: 32,081 shares; 2025Q1: 33,407 shares; 2025Q2: 37,212 shares; 2025Q3: 29,998 shares; 2025Q4: 40,413 shares 40,413 $1.79M 0.16% +10,415 Timeline VONE 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: 12,720 shares; 2024Q4: 12,026 shares; 2025Q1: 6,072 shares; 2025Q2: 5,832 shares; 2025Q3: 4,871 shares; 2025Q4: 5,740 shares 5,740 $1.78M 0.16% +869 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: 15,039 shares; 2024Q4: 6,083 shares; 2025Q1: 10,308 shares; 2025Q2: 12,146 shares; 2025Q3: 5,920 shares; 2025Q4: 14,644 shares 14,644 $1.75M 0.16% +8,724 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,122 shares; 2024Q4: 28,903 shares; 2025Q1: 11,824 shares; 2025Q2: 43,650 shares; 2025Q3: 7,582 shares; 2025Q4: 17,139 shares 17,139 $1.74M 0.16% +9,557 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: 956 shares; 2024Q4: 1,203 shares; 2025Q1: 2,042 shares; 2025Q2: 3,463 shares; 2025Q3: 3,185 shares; 2025Q4: 11,895 shares 11,895 $1.72M 0.16% +8,710 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,456 shares; 2024Q4: 24,025 shares; 2025Q1: 25,770 shares; 2025Q2: 29,272 shares; 2025Q3: 26,769 shares; 2025Q4: 34,793 shares 34,793 $1.71M 0.16% +8,024 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,400 shares; 2024Q4: not reported; 2025Q1: 19,300 shares; 2025Q2: 21,700 shares; 2025Q3: 23,700 shares; 2025Q4: 27,100 shares 27,100 $1.69M 0.16% +3,400 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,127 shares; 2024Q4: 12,972 shares; 2025Q1: 21,998 shares; 2025Q2: 26,057 shares; 2025Q3: 8,435 shares; 2025Q4: 31,265 shares 31,265 $1.68M 0.15% +22,830 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: 17,583 shares; 2024Q4: 18,844 shares; 2025Q1: 20,328 shares; 2025Q2: 23,391 shares; 2025Q3: 21,772 shares; 2025Q4: 27,497 shares 27,497 $1.66M 0.15% +5,725 Timeline COHR COHERENT CORP More: the full row for COHERENT 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: 2,543 shares; 2025Q3: 2,143 shares; 2025Q4: 8,992 shares 8,992 $1.66M 0.15% +6,849 Timeline XME 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: not reported; 2025Q4: 27,753 shares 27,753 $1.65M 0.15% new Timeline MGC 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: 6,758 shares; 2024Q4: 7,240 shares; 2025Q1: 3,866 shares; 2025Q2: 4,367 shares; 2025Q3: 3,919 shares; 2025Q4: 6,512 shares 6,512 $1.64M 0.15% +2,593 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 24,900 shares; 2025Q2: 24,600 shares; 2025Q3: 32,000 shares; 2025Q4: 17,600 shares 17,600 $1.63M 0.15% -14,400 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,300 shares; 2025Q1: 13,606 shares; 2025Q2: 6,360 shares; 2025Q3: 43,060 shares; 2025Q4: 14,850 shares 14,850 $1.62M 0.15% -28,210 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: 16,732 shares; 2024Q4: 8,792 shares; 2025Q1: 8,860 shares; 2025Q2: 9,151 shares; 2025Q3: 8,363 shares; 2025Q4: 10,039 shares 10,039 $1.61M 0.15% +1,676 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,136 shares; 2024Q4: 19,412 shares; 2025Q1: 21,182 shares; 2025Q2: 41,542 shares; 2025Q3: 40,642 shares; 2025Q4: 27,938 shares 27,938 $1.61M 0.15% -12,704 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,791 shares; 2024Q4: 35,978 shares; 2025Q1: 43,511 shares; 2025Q2: 55,133 shares; 2025Q3: 48,562 shares; 2025Q4: 67,766 shares 67,766 $1.58M 0.15% +19,204 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,100 shares; 2024Q4: not reported; 2025Q1: 8,136 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,006 shares 8,006 $1.58M 0.14% new Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,494 shares; 2024Q4: 33,238 shares; 2025Q1: 34,599 shares; 2025Q2: 37,867 shares; 2025Q3: 30,209 shares; 2025Q4: 43,515 shares 43,515 $1.52M 0.14% +13,306 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,257 shares; 2024Q4: 4,852 shares; 2025Q1: 5,862 shares; 2025Q2: 5,469 shares; 2025Q3: 8,423 shares; 2025Q4: 8,648 shares 8,648 $1.52M 0.14% +225 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: 11,744 shares; 2024Q4: 44,182 shares; 2025Q1: 20,891 shares; 2025Q2: 21,376 shares; 2025Q3: not reported; 2025Q4: 43,152 shares 43,152 $1.52M 0.14% new 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: 6,454 shares; 2024Q4: 3,222 shares; 2025Q1: 3,223 shares; 2025Q2: 3,223 shares; 2025Q3: 1,094 shares; 2025Q4: 3,201 shares 3,201 $1.49M 0.14% +2,107 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS 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: 36,344 shares 36,344 $1.46M 0.13% new Timeline RBRK RUBRIK INC. More: the full row for RUBRIK 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: 18,900 shares; 2025Q4: 18,900 shares 18,900 $1.45M 0.13% 0 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,272 shares; 2024Q4: 35,203 shares; 2025Q1: 35,384 shares; 2025Q2: 37,576 shares; 2025Q3: 15,490 shares; 2025Q4: 17,748 shares 17,748 $1.42M 0.13% +2,258 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M 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: 14,300 shares; 2025Q2: 14,100 shares; 2025Q3: 14,100 shares; 2025Q4: 14,100 shares 14,100 $1.38M 0.13% 0 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,948 shares; 2024Q4: 18,665 shares; 2025Q1: 19,390 shares; 2025Q2: 21,487 shares; 2025Q3: 21,172 shares; 2025Q4: 24,348 shares 24,348 $1.34M 0.12% +3,176 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: 12,624 shares; 2024Q4: 5,964 shares; 2025Q1: 5,590 shares; 2025Q2: 5,282 shares; 2025Q3: 4,451 shares; 2025Q4: 4,701 shares 4,701 $1.32M 0.12% +250 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: not reported; 2024Q4: 18,353 shares; 2025Q1: 18,678 shares; 2025Q2: 10,254 shares; 2025Q3: 9,414 shares; 2025Q4: 11,159 shares 11,159 $1.28M 0.12% +1,745 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,286 shares; 2024Q4: 2,338 shares; 2025Q1: 4,067 shares; 2025Q2: 7,157 shares; 2025Q3: 6,007 shares; 2025Q4: 13,134 shares 13,134 $1.27M 0.12% +7,127 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,121 shares; 2025Q4: 4,266 shares 4,266 $1.25M 0.11% +145 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,686 shares; 2024Q4: 25,893 shares; 2025Q1: 25,786 shares; 2025Q2: 21,445 shares; 2025Q3: 5,070 shares; 2025Q4: 18,698 shares 18,698 $1.22M 0.11% +13,628 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,784 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,468 shares 23,468 $1.17M 0.11% new 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: 22,140 shares; 2024Q4: not reported; 2025Q1: 3,012 shares; 2025Q2: 7,027 shares; 2025Q3: 6,703 shares; 2025Q4: 9,181 shares 9,181 $1.13M 0.1% +2,478 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: 10,048 shares; 2024Q4: 4,767 shares; 2025Q1: 4,475 shares; 2025Q2: 4,259 shares; 2025Q3: 3,624 shares; 2025Q4: 3,702 shares 3,702 $1.12M 0.1% +78 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,416 shares; 2024Q4: 23,409 shares; 2025Q1: 26,830 shares; 2025Q2: 25,933 shares; 2025Q3: 26,633 shares; 2025Q4: 26,983 shares 26,983 $1.11M 0.1% +350 Timeline TOST TOAST INC More: the full row for TOAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 106,000 shares; 2025Q2: 30,200 shares; 2025Q3: 32,600 shares; 2025Q4: 30,911 shares 30,911 $1.1M 0.1% -1,689 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: 510 shares; 2024Q4: 1,020 shares; 2025Q1: 510 shares; 2025Q2: 510 shares; 2025Q3: 192 shares; 2025Q4: 510 shares 510 $1.1M 0.1% +318 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: not reported; 2024Q4: 13,900 shares; 2025Q1: 14,200 shares; 2025Q2: 14,200 shares; 2025Q3: 14,500 shares; 2025Q4: 8,204 shares 8,204 $1.05M 0.1% -6,296 Timeline QSR RESTAURANT BRANDS INTL INC More: the full row for RESTAURANT BRANDS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,860 shares; 2024Q4: 21,130 shares; 2025Q1: 23,130 shares; 2025Q2: 21,930 shares; 2025Q3: 19,930 shares; 2025Q4: 15,030 shares 15,030 $1.03M 0.09% -4,900 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: 4,588 shares; 2024Q4: 4,588 shares; 2025Q1: 4,588 shares; 2025Q2: 4,588 shares; 2025Q3: not reported; 2025Q4: 4,588 shares 4,588 $1M 0.09% new Timeline AFRM AFFIRM HLDGS INC More: the full row for AFFIRM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,544 shares; 2024Q4: not reported; 2025Q1: 19,894 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,244 shares 13,244 $986K 0.09% new Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,732 shares; 2024Q4: 25,890 shares; 2025Q1: 20,131 shares; 2025Q2: 20,934 shares; 2025Q3: 22,814 shares; 2025Q4: 9,914 shares 9,914 $983K 0.09% -12,900 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: 2,846 shares; 2025Q4: 3,008 shares 3,008 $958K 0.09% +162 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: 27,622 shares; 2024Q4: 10,400 shares; 2025Q1: 5,521 shares; 2025Q2: 8,132 shares; 2025Q3: 6,700 shares; 2025Q4: 9,100 shares 9,100 $956K 0.09% +2,400 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,570 shares; 2024Q4: 18,170 shares; 2025Q1: 12,800 shares; 2025Q2: 9,700 shares; 2025Q3: 9,900 shares; 2025Q4: 12,300 shares 12,300 $951K 0.09% +2,400 Timeline ZHDG TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,898 shares; 2024Q4: 40,480 shares; 2025Q1: 41,155 shares; 2025Q2: 41,895 shares; 2025Q3: 16,801 shares; 2025Q4: 41,967 shares 41,967 $950K 0.09% +25,166 Timeline KLAR KLARNA GROUP PLC More: the full row for KLARNA GROUP 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: 30,600 shares 30,600 $885K 0.08% new Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,816 shares; 2024Q4: 3,732 shares; 2025Q1: 6,491 shares; 2025Q2: 7,792 shares; 2025Q3: 5,482 shares; 2025Q4: 9,573 shares 9,573 $875K 0.08% +4,091 Timeline FLTR 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: 23,220 shares; 2024Q4: 13,858 shares; 2025Q1: 23,764 shares; 2025Q2: 28,352 shares; 2025Q3: 12,613 shares; 2025Q4: 34,118 shares 34,118 $869K 0.08% +21,505 Timeline RSPT 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: 38,766 shares; 2024Q4: 19,346 shares; 2025Q1: 19,175 shares; 2025Q2: 19,176 shares; 2025Q3: not reported; 2025Q4: 18,625 shares 18,625 $848K 0.08% new Timeline IOT SAMSARA INC More: the full row for SAMSARA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,200 shares; 2024Q4: 16,700 shares; 2025Q1: 95,500 shares; 2025Q2: 96,915 shares; 2025Q3: 96,657 shares; 2025Q4: 23,500 shares 23,500 $833K 0.08% -73,157 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,358 shares 2,358 $833K 0.08% new 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: 178,899 shares; 2024Q4: not reported; 2025Q1: 1,743 shares; 2025Q2: 3,006 shares; 2025Q3: 2,960 shares; 2025Q4: 5,604 shares 5,604 $794K 0.07% +2,644 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: 4,645 shares; 2025Q2: 4,546 shares; 2025Q3: 4,646 shares; 2025Q4: 5,246 shares 5,246 $789K 0.07% +600 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: 4,836 shares; 2024Q4: 5,270 shares; 2025Q1: 7,023 shares; 2025Q2: 2,384 shares; 2025Q3: 2,198 shares; 2025Q4: 2,230 shares 2,230 $767K 0.07% +32 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,092 shares; 2024Q4: 10,190 shares; 2025Q1: 9,578 shares; 2025Q2: 9,578 shares; 2025Q3: not reported; 2025Q4: 11,824 shares 11,824 $762K 0.07% new Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,040 shares 20,040 $739K 0.07% new Timeline UPST UPSTART HLDGS INC More: the full row for UPSTART 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: 65,340 shares; 2025Q2: 64,926 shares; 2025Q3: 25,583 shares; 2025Q4: 16,740 shares 16,740 $732K 0.07% -8,843 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,000 shares; 2024Q4: 47,500 shares; 2025Q1: 53,400 shares; 2025Q2: 52,600 shares; 2025Q3: 48,600 shares; 2025Q4: 38,000 shares 38,000 $658K 0.06% -10,600 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: 2,170 shares; 2024Q4: 1,075 shares; 2025Q1: 1,075 shares; 2025Q2: 1,075 shares; 2025Q3: not reported; 2025Q4: 1,075 shares 1,075 $649K 0.06% new Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,330 shares; 2024Q4: 3,149 shares; 2025Q1: 3,123 shares; 2025Q2: 3,134 shares; 2025Q3: not reported; 2025Q4: 3,041 shares 3,041 $645K 0.06% new Timeline DIVI 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: 33,394 shares; 2024Q4: 16,704 shares; 2025Q1: 16,256 shares; 2025Q2: 16,083 shares; 2025Q3: not reported; 2025Q4: 16,062 shares 16,062 $625K 0.06% new Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,250 shares; 2024Q4: 17,400 shares; 2025Q1: 12,075 shares; 2025Q2: 13,200 shares; 2025Q3: 14,700 shares; 2025Q4: 14,200 shares 14,200 $615K 0.06% -500 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: 7,792 shares; 2024Q4: 7,705 shares; 2025Q1: 7,671 shares; 2025Q2: 7,778 shares; 2025Q3: 3,186 shares; 2025Q4: 9,401 shares 9,401 $587K 0.05% +6,215 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: 87,788 shares; 2024Q4: 44,366 shares; 2025Q1: 45,514 shares; 2025Q2: 16,771 shares; 2025Q3: not reported; 2025Q4: 14,830 shares 14,830 $569K 0.05% new 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: 32,116 shares; 2024Q4: 15,958 shares; 2025Q1: 19,750 shares; 2025Q2: 42,234 shares; 2025Q3: 5,117 shares; 2025Q4: 5,098 shares 5,098 $546K 0.05% -19 Timeline QUS 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: 7,094 shares; 2024Q4: 3,357 shares; 2025Q1: 3,338 shares; 2025Q2: 3,333 shares; 2025Q3: 2,225 shares; 2025Q4: 3,069 shares 3,069 $534K 0.05% +844 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: 8,464 shares; 2024Q4: 24,713 shares; 2025Q1: 30,032 shares; 2025Q2: 29,155 shares; 2025Q3: 21,997 shares; 2025Q4: 21,436 shares 21,436 $534K 0.05% -561 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,252 shares; 2024Q4: 2,465 shares; 2025Q1: 2,452 shares; 2025Q2: 2,437 shares; 2025Q3: 2,181 shares; 2025Q4: 2,219 shares 2,219 $511K 0.05% +38 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,914 shares; 2024Q4: 4,914 shares; 2025Q1: 4,914 shares; 2025Q2: 4,914 shares; 2025Q3: 4,914 shares; 2025Q4: 4,914 shares 4,914 $488K 0.04% 0 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: 36,690 shares; 2024Q4: 12,715 shares; 2025Q1: 13,215 shares; 2025Q2: 15,830 shares; 2025Q3: 8,815 shares; 2025Q4: 8,710 shares 8,710 $469K 0.04% -105 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,084 shares; 2024Q4: 3,084 shares; 2025Q1: 1,542 shares; 2025Q2: 1,542 shares; 2025Q3: 1,542 shares; 2025Q4: 3,084 shares 3,084 $467K 0.04% +1,542 Timeline XLE 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: 14,006 shares; 2024Q4: 15,006 shares; 2025Q1: 7,566 shares; 2025Q2: 6,440 shares; 2025Q3: 2,894 shares; 2025Q4: 10,322 shares 10,322 $462K 0.04% +7,428 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,036 shares 11,036 $455K 0.04% new 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: 500 shares; 2024Q4: 311 shares; 2025Q1: 311 shares; 2025Q2: 416 shares; 2025Q3: 397 shares; 2025Q4: 4,725 shares 4,725 $443K 0.04% +4,328 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: 7,778 shares; 2024Q4: 4,071 shares; 2025Q1: 3,893 shares; 2025Q2: 3,822 shares; 2025Q3: 3,420 shares; 2025Q4: 3,538 shares 3,538 $426K 0.04% +118 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: 41,370 shares; 2024Q4: 25,511 shares; 2025Q1: 25,661 shares; 2025Q2: 25,353 shares; 2025Q3: 12,268 shares; 2025Q4: 31,969 shares 31,969 $419K 0.04% +19,701 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: 4,818 shares; 2024Q4: not reported; 2025Q1: 1,065 shares; 2025Q2: 1,295 shares; 2025Q3: 924 shares; 2025Q4: 1,372 shares 1,372 $417K 0.04% +448 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: 44,049 shares; 2024Q4: 38,164 shares; 2025Q1: 19,944 shares; 2025Q2: 18,120 shares; 2025Q3: 2,766 shares; 2025Q4: 1,924 shares 1,924 $412K 0.04% -842 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,442 shares; 2024Q4: 718 shares; 2025Q1: 582 shares; 2025Q2: 584 shares; 2025Q3: 584 shares; 2025Q4: 601 shares 601 $412K 0.04% +17 Timeline IYJ 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: 8,196 shares; 2024Q4: 64,211 shares; 2025Q1: 96,838 shares; 2025Q2: 2,875 shares; 2025Q3: not reported; 2025Q4: 2,667 shares 2,667 $395K 0.04% new Timeline RSPS 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: 35,718 shares; 2024Q4: 16,685 shares; 2025Q1: 16,252 shares; 2025Q2: 13,557 shares; 2025Q3: not reported; 2025Q4: 13,541 shares 13,541 $393K 0.04% new Timeline TKR TIMKEN CO More: the full row for TIMKEN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,631 shares; 2024Q4: 4,631 shares; 2025Q1: 4,631 shares; 2025Q2: 4,631 shares; 2025Q3: not reported; 2025Q4: 4,631 shares 4,631 $390K 0.04% new Timeline XYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,932 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,607 shares; 2025Q4: 9,435 shares 9,435 $383K 0.04% +3,828 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: 969 shares; 2024Q4: 962 shares; 2025Q1: 964 shares; 2025Q2: 967 shares; 2025Q3: not reported; 2025Q4: 975 shares 975 $361K 0.03% new Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 636 shares; 2024Q4: 609 shares; 2025Q1: 592 shares; 2025Q2: 651 shares; 2025Q3: 711 shares; 2025Q4: 676 shares 676 $340K 0.03% -35 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,357 shares; 2024Q4: 3,126 shares; 2025Q1: 3,044 shares; 2025Q2: 2,625 shares; 2025Q3: not reported; 2025Q4: 2,574 shares 2,574 $339K 0.03% new Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,260 shares; 2024Q4: 6,075 shares; 2025Q1: 9,068 shares; 2025Q2: 6,311 shares; 2025Q3: not reported; 2025Q4: 1,639 shares 1,639 $320K 0.03% new Timeline IDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,015 shares; 2024Q4: 3,019 shares; 2025Q1: 2,977 shares; 2025Q2: 2,990 shares; 2025Q3: not reported; 2025Q4: 2,928 shares 2,928 $317K 0.03% new 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: 2,628 shares; 2024Q4: 1,314 shares; 2025Q1: 1,211 shares; 2025Q2: 2,772 shares; 2025Q3: 1,811 shares; 2025Q4: 1,778 shares 1,778 $316K 0.03% -33 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,240 shares; 2024Q4: 1,100 shares; 2025Q1: 2,192 shares; 2025Q2: 3,592 shares; 2025Q3: 1,969 shares; 2025Q4: 2,077 shares 2,077 $316K 0.03% +108 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 631 shares; 2024Q4: 632 shares; 2025Q1: 634 shares; 2025Q2: 636 shares; 2025Q3: not reported; 2025Q4: 643 shares 643 $315K 0.03% new Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,036 shares; 2024Q4: 1,598 shares; 2025Q1: 1,693 shares; 2025Q2: 979 shares; 2025Q3: 980 shares; 2025Q4: 986 shares 986 $304K 0.03% +6 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 5,500 shares; 2025Q1: 5,500 shares; 2025Q2: 12,600 shares; 2025Q3: not reported; 2025Q4: 721 shares 721 $303K 0.03% new 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: 4,388 shares; 2024Q4: 2,183 shares; 2025Q1: 2,245 shares; 2025Q2: 2,206 shares; 2025Q3: 1,607 shares; 2025Q4: 2,089 shares 2,089 $300K 0.03% +482 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,412 shares; 2024Q4: 4,412 shares; 2025Q1: 4,444 shares; 2025Q2: 4,444 shares; 2025Q3: 4,444 shares; 2025Q4: 4,444 shares 4,444 $289K 0.03% 0 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22,276 shares; 2025Q2: 43,797 shares; 2025Q3: 11,842 shares; 2025Q4: 1,769 shares 1,769 $285K 0.03% -10,073 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,431 shares; 2024Q4: 37,831 shares; 2025Q1: 33,173 shares; 2025Q2: 31,502 shares; 2025Q3: not reported; 2025Q4: 952 shares 952 $272K 0.02% new Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,142 shares; 2025Q3: not reported; 2025Q4: 1,293 shares 1,293 $269K 0.02% 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: 5,480 shares; 2024Q4: 2,917 shares; 2025Q1: 3,115 shares; 2025Q2: 3,131 shares; 2025Q3: 2,188 shares; 2025Q4: 2,706 shares 2,706 $253K 0.02% +518 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: 522 shares; 2024Q4: 270 shares; 2025Q1: 261 shares; 2025Q2: 324 shares; 2025Q3: 289 shares; 2025Q4: 291 shares 291 $251K 0.02% +2 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 799 shares 799 $251K 0.02% new Timeline ENPH ENPHASE ENERGY INC More: the full row for ENPHASE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,272 shares; 2024Q4: 16,622 shares; 2025Q1: 17,122 shares; 2025Q2: 16,822 shares; 2025Q3: 16,622 shares; 2025Q4: 7,822 shares 7,822 $251K 0.02% -8,800 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: 7,220 shares; 2024Q4: 3,232 shares; 2025Q1: 3,253 shares; 2025Q2: 3,640 shares; 2025Q3: not reported; 2025Q4: 2,793 shares 2,793 $244K 0.02% new Timeline DIVO 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: not reported; 2025Q3: not reported; 2025Q4: 5,337 shares 5,337 $237K 0.02% new Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS 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: 402 shares; 2025Q3: not reported; 2025Q4: 257 shares 257 $233K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,141 shares 9,141 $231K 0.02% 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: 648 shares; 2024Q4: not reported; 2025Q1: 338 shares; 2025Q2: 339 shares; 2025Q3: 339 shares; 2025Q4: 341 shares 341 $226K 0.02% +2 Timeline DFUV 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,703 shares 4,703 $219K 0.02% new 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: 2,672 shares; 2024Q4: 6,634 shares; 2025Q1: 600 shares; 2025Q2: 478 shares; 2025Q3: 416 shares; 2025Q4: 452 shares 452 $219K 0.02% +36 Timeline IHDG 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: 7,248 shares; 2024Q4: 6,604 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,444 shares 4,444 $216K 0.02% new Timeline WULF TERAWULF INC More: the full row for TERAWULF INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,750 shares 18,750 $215K 0.02% new Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,239 shares 5,239 $215K 0.02% new Timeline JPC NUVEEN PFD & INCOME OPPORTUN More: the full row for NUVEEN PFD & INCOME OPPORTUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,550 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,187 shares; 2025Q4: 13,823 shares 13,823 $112K 0.01% +2,636 Timeline REI RING ENERGY INC More: the full row for RING ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,000 shares; 2024Q4: 30,000 shares; 2025Q1: 30,000 shares; 2025Q2: 30,000 shares; 2025Q3: not reported; 2025Q4: 30,000 shares 30,000 $26.1K <0.01% new Timeline