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: 127,500 shares; 2024Q4: 132,805 shares; 2025Q1: 136,161 shares; 2025Q2: 138,179 shares; 2025Q3: 138,768 shares; 2025Q4: 139,239 shares 139,239 $46.7M 8.95% +471 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 157,151 shares; 2024Q4: 215,624 shares; 2025Q1: 232,056 shares; 2025Q2: 267,846 shares; 2025Q3: 295,309 shares; 2025Q4: 335,872 shares 335,872 $26.2M 5.01% +40,563 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: 11,747 shares; 2024Q4: 15,247 shares; 2025Q1: 17,539 shares; 2025Q2: 21,589 shares; 2025Q3: 29,050 shares; 2025Q4: 36,895 shares 36,895 $23.1M 4.44% +7,845 Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 98,034 shares; 2025Q1: 126,947 shares; 2025Q2: 165,459 shares; 2025Q3: 182,700 shares; 2025Q4: 189,558 shares 189,558 $19.3M 3.69% +6,858 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 141,504 shares; 2024Q4: 249,158 shares; 2025Q1: 240,290 shares; 2025Q2: 261,013 shares; 2025Q3: 137,196 shares; 2025Q4: 163,917 shares 163,917 $17.6M 3.37% +26,721 Timeline VTEI 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,910 shares; 2025Q3: 165,232 shares; 2025Q4: 162,266 shares 162,266 $16.4M 3.14% -2,966 Timeline EUSB 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: 366,103 shares; 2024Q4: 373,926 shares; 2025Q1: 369,911 shares; 2025Q2: 330,494 shares; 2025Q3: 345,073 shares; 2025Q4: 359,666 shares 359,666 $15.8M 3.03% +14,593 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,583 shares; 2024Q4: 104,694 shares; 2025Q1: 151,811 shares; 2025Q2: 259,468 shares; 2025Q3: 310,963 shares; 2025Q4: 349,515 shares 349,515 $15.5M 2.98% +38,552 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: 167,823 shares; 2024Q4: 170,033 shares; 2025Q1: 167,421 shares; 2025Q2: 167,698 shares; 2025Q3: 167,718 shares; 2025Q4: 169,935 shares 169,935 $12.5M 2.4% +2,217 Timeline DFSB 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: 212,910 shares; 2025Q1: 196,625 shares; 2025Q2: 186,511 shares; 2025Q3: 204,486 shares; 2025Q4: 230,714 shares 230,714 $12M 2.29% +26,228 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: 2,491 shares; 2024Q4: 3,291 shares; 2025Q1: 5,976 shares; 2025Q2: 19,143 shares; 2025Q3: 18,988 shares; 2025Q4: 17,008 shares 17,008 $11.6M 2.22% -1,980 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: 25,283 shares; 2024Q4: 30,471 shares; 2025Q1: 28,776 shares; 2025Q2: 29,574 shares; 2025Q3: 31,430 shares; 2025Q4: 41,954 shares 41,954 $11.4M 2.19% +10,524 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: 60,715 shares; 2024Q4: 63,109 shares; 2025Q1: 54,580 shares; 2025Q2: 57,603 shares; 2025Q3: 59,169 shares; 2025Q4: 60,601 shares 60,601 $11.3M 2.17% +1,432 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,071 shares; 2024Q4: 78,262 shares; 2025Q1: 98,330 shares; 2025Q2: 112,707 shares; 2025Q3: 119,967 shares; 2025Q4: 127,484 shares 127,484 $10.3M 1.98% +7,517 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 126,553 shares; 2025Q1: 131,199 shares; 2025Q2: 152,532 shares; 2025Q3: 160,619 shares; 2025Q4: 188,173 shares 188,173 $9.09M 1.74% +27,554 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: 13,961 shares; 2024Q4: 14,543 shares; 2025Q1: 13,606 shares; 2025Q2: 16,108 shares; 2025Q3: 15,853 shares; 2025Q4: 16,481 shares 16,481 $7.97M 1.53% +628 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: 1,335 shares; 2024Q4: 1,698 shares; 2025Q1: 6,095 shares; 2025Q2: 14,412 shares; 2025Q3: 14,137 shares; 2025Q4: 12,880 shares 12,880 $7.77M 1.49% -1,257 Timeline TFI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 73,670 shares; 2025Q3: 166,890 shares; 2025Q4: 166,377 shares 166,377 $7.61M 1.46% -513 Timeline SPYX 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: 14,541 shares; 2025Q3: 114,701 shares; 2025Q4: 134,088 shares 134,088 $7.53M 1.44% +19,387 Timeline JMSI 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: 76,611 shares; 2025Q1: 84,957 shares; 2025Q2: 91,533 shares; 2025Q3: 134,431 shares; 2025Q4: 149,036 shares 149,036 $7.51M 1.44% +14,605 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,083 shares; 2024Q4: 75,013 shares; 2025Q1: 94,529 shares; 2025Q2: 101,521 shares; 2025Q3: 107,969 shares; 2025Q4: 140,946 shares 140,946 $7.11M 1.36% +32,977 Timeline BGRN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 109,404 shares; 2025Q1: 118,609 shares; 2025Q2: 112,730 shares; 2025Q3: 118,074 shares; 2025Q4: 129,219 shares 129,219 $6.19M 1.19% +11,145 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: 12,351 shares; 2024Q4: 12,739 shares; 2025Q1: 13,065 shares; 2025Q2: 12,179 shares; 2025Q3: 12,095 shares; 2025Q4: 12,378 shares 12,378 $6.04M 1.16% +283 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,225 shares; 2025Q1: 19,456 shares; 2025Q2: 26,797 shares; 2025Q3: 66,438 shares; 2025Q4: 77,994 shares 77,994 $5.28M 1.01% +11,556 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 27,250 shares; 2025Q2: 102,218 shares; 2025Q3: 104,401 shares; 2025Q4: 95,846 shares 95,846 $4.49M 0.86% -8,555 Timeline ISTB 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: 50,127 shares; 2024Q4: 60,809 shares; 2025Q1: 61,785 shares; 2025Q2: 72,102 shares; 2025Q3: 79,333 shares; 2025Q4: 91,937 shares 91,937 $4.48M 0.86% +12,604 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,914 shares; 2024Q4: 31,947 shares; 2025Q1: 34,088 shares; 2025Q2: 41,702 shares; 2025Q3: 56,331 shares; 2025Q4: 67,190 shares 67,190 $4.43M 0.85% +10,859 Timeline SUSB 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: 150,436 shares; 2024Q4: 153,715 shares; 2025Q1: 163,512 shares; 2025Q2: 155,199 shares; 2025Q3: 158,687 shares; 2025Q4: 168,151 shares 168,151 $4.24M 0.81% +9,464 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 114,049 shares; 2025Q1: 123,814 shares; 2025Q2: 129,666 shares; 2025Q3: 140,047 shares; 2025Q4: 157,421 shares 157,421 $4.17M 0.8% +17,374 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,070 shares; 2024Q4: 12,190 shares; 2025Q1: 28,514 shares; 2025Q2: 41,190 shares; 2025Q3: 65,328 shares; 2025Q4: 86,326 shares 86,326 $4.04M 0.77% +20,998 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: 21,637 shares; 2024Q4: 22,124 shares; 2025Q1: 22,429 shares; 2025Q2: 20,749 shares; 2025Q3: 20,685 shares; 2025Q4: 20,714 shares 20,714 $3.96M 0.76% +29 Timeline JMHI 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: 69,250 shares; 2025Q1: 83,870 shares; 2025Q2: 54,443 shares; 2025Q3: 68,890 shares; 2025Q4: 77,692 shares 77,692 $3.9M 0.75% +8,802 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: not reported; 2024Q4: not reported; 2025Q1: 7,039 shares; 2025Q2: 70,234 shares; 2025Q3: 91,704 shares; 2025Q4: 79,861 shares 79,861 $3.81M 0.73% -11,843 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,295 shares; 2024Q4: 11,812 shares; 2025Q1: 10,956 shares; 2025Q2: 11,159 shares; 2025Q3: 10,935 shares; 2025Q4: 10,918 shares 10,918 $3.78M 0.72% -17 Timeline PZA INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 349,904 shares; 2025Q1: 358,863 shares; 2025Q2: 276,894 shares; 2025Q3: 138,099 shares; 2025Q4: 153,535 shares 153,535 $3.56M 0.68% +15,436 Timeline IQSM NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,938 shares; 2024Q4: 44,485 shares; 2025Q1: 49,435 shares; 2025Q2: 77,010 shares; 2025Q3: 115,933 shares; 2025Q4: 99,268 shares 99,268 $3.44M 0.66% -16,665 Timeline IQSI NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,099 shares; 2024Q4: 80,153 shares; 2025Q1: 72,872 shares; 2025Q2: 109,597 shares; 2025Q3: 136,789 shares; 2025Q4: 94,497 shares 94,497 $3.32M 0.64% -42,292 Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 46,249 shares 46,249 $3.28M 0.63% new Timeline FLMB FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 49,864 shares; 2025Q1: 53,080 shares; 2025Q2: 100,330 shares; 2025Q3: 116,046 shares; 2025Q4: 127,812 shares 127,812 $3.04M 0.58% +11,766 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: 13,832 shares; 2024Q4: 16,245 shares; 2025Q1: 11,969 shares; 2025Q2: 12,878 shares; 2025Q3: 11,561 shares; 2025Q4: 12,549 shares 12,549 $2.9M 0.56% +988 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: 4,923 shares; 2024Q4: 5,990 shares; 2025Q1: 6,150 shares; 2025Q2: 6,313 shares; 2025Q3: 7,083 shares; 2025Q4: 8,188 shares 8,188 $2.56M 0.49% +1,105 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: 12,638 shares; 2024Q4: 12,877 shares; 2025Q1: 11,919 shares; 2025Q2: 10,675 shares; 2025Q3: 10,847 shares; 2025Q4: 10,940 shares 10,940 $2.32M 0.44% +93 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: not reported; 2024Q4: 22,512 shares; 2025Q1: 23,604 shares; 2025Q2: 27,027 shares; 2025Q3: 29,232 shares; 2025Q4: 33,098 shares 33,098 $2.23M 0.43% +3,866 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,701 shares; 2024Q4: 5,665 shares; 2025Q1: 4,881 shares; 2025Q2: 5,144 shares; 2025Q3: 6,145 shares; 2025Q4: 6,433 shares 6,433 $2.07M 0.4% +288 Timeline SPHY 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: 61,332 shares; 2025Q1: 63,308 shares; 2025Q2: 72,496 shares; 2025Q3: 73,771 shares; 2025Q4: 87,299 shares 87,299 $2.07M 0.4% +13,528 Timeline EFIV 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: 58,381 shares; 2024Q4: 64,183 shares; 2025Q1: 82,845 shares; 2025Q2: 93,522 shares; 2025Q3: 26,454 shares; 2025Q4: 31,093 shares 31,093 $2.06M 0.39% +4,639 Timeline CAOS EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,106 shares 22,106 $1.98M 0.38% new 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: 2,741 shares; 2024Q4: 3,393 shares; 2025Q1: 3,257 shares; 2025Q2: 3,200 shares; 2025Q3: 3,231 shares; 2025Q4: 3,219 shares 3,219 $1.98M 0.38% -12 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: 916 shares; 2025Q1: 943 shares; 2025Q2: 976 shares; 2025Q3: 1,490 shares; 2025Q4: 4,804 shares 4,804 $1.9M 0.36% +3,314 Timeline BNDW 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: 8,911 shares; 2024Q4: 8,591 shares; 2025Q1: 32,314 shares; 2025Q2: 44,572 shares; 2025Q3: 33,355 shares; 2025Q4: 27,572 shares 27,572 $1.9M 0.36% -5,783 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,712 shares; 2024Q4: 1,646 shares; 2025Q1: 1,617 shares; 2025Q2: 1,398 shares; 2025Q3: 1,381 shares; 2025Q4: 1,723 shares 1,723 $1.85M 0.35% +342 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: 7,174 shares; 2024Q4: 7,118 shares; 2025Q1: 6,338 shares; 2025Q2: 5,877 shares; 2025Q3: 5,943 shares; 2025Q4: 5,897 shares 5,897 $1.79M 0.34% -46 Timeline HYXF 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: 13,031 shares; 2025Q1: 20,315 shares; 2025Q2: 22,666 shares; 2025Q3: 27,995 shares; 2025Q4: 36,498 shares 36,498 $1.72M 0.33% +8,503 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: 22,220 shares; 2024Q4: 14,293 shares; 2025Q1: 127,293 shares; 2025Q2: 184,335 shares; 2025Q3: 36,597 shares; 2025Q4: 33,563 shares 33,563 $1.69M 0.32% -3,034 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: 2,990 shares; 2024Q4: 4,168 shares; 2025Q1: 4,503 shares; 2025Q2: 3,933 shares; 2025Q3: 4,628 shares; 2025Q4: 5,276 shares 5,276 $1.66M 0.32% +648 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,358 shares; 2024Q4: 6,503 shares; 2025Q1: 5,834 shares; 2025Q2: 7,116 shares; 2025Q3: 9,147 shares; 2025Q4: 13,655 shares 13,655 $1.64M 0.31% +4,508 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: 3,399 shares; 2024Q4: 4,215 shares; 2025Q1: 4,931 shares; 2025Q2: 4,932 shares; 2025Q3: 4,508 shares; 2025Q4: 4,534 shares 4,534 $1.59M 0.3% +26 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,485 shares; 2024Q4: 11,957 shares; 2025Q1: 11,819 shares; 2025Q2: 16,716 shares; 2025Q3: 35,832 shares; 2025Q4: 34,550 shares 34,550 $1.59M 0.3% -1,282 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: 4,637 shares; 2024Q4: 4,782 shares; 2025Q1: 4,638 shares; 2025Q2: 4,314 shares; 2025Q3: 4,671 shares; 2025Q4: 4,597 shares 4,597 $1.58M 0.3% -74 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,032 shares; 2024Q4: 11,741 shares; 2025Q1: 9,369 shares; 2025Q2: 8,731 shares; 2025Q3: 8,394 shares; 2025Q4: 8,493 shares 8,493 $1.51M 0.29% +99 Timeline AVLC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28,636 shares; 2025Q3: 25,638 shares; 2025Q4: 18,663 shares 18,663 $1.47M 0.28% -6,975 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: 2,027 shares; 2024Q4: 2,194 shares; 2025Q1: 2,573 shares; 2025Q2: 2,445 shares; 2025Q3: 2,738 shares; 2025Q4: 2,516 shares 2,516 $1.44M 0.28% -222 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,100 shares; 2024Q4: 3,999 shares; 2025Q1: 3,891 shares; 2025Q2: 3,727 shares; 2025Q3: 3,571 shares; 2025Q4: 3,579 shares 3,579 $1.39M 0.27% +8 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,235 shares; 2024Q4: 18,237 shares; 2025Q1: 18,141 shares; 2025Q2: 16,873 shares; 2025Q3: 16,510 shares; 2025Q4: 16,335 shares 16,335 $1.38M 0.27% -175 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: 1,703 shares; 2024Q4: 1,844 shares; 2025Q1: 1,714 shares; 2025Q2: 2,489 shares; 2025Q3: 2,163 shares; 2025Q4: 2,053 shares 2,053 $1.36M 0.26% -110 Timeline VOTE TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,167 shares; 2024Q4: 12,126 shares; 2025Q1: 12,570 shares; 2025Q2: 10,600 shares; 2025Q3: 15,896 shares; 2025Q4: 16,132 shares 16,132 $1.29M 0.25% +236 Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,083 shares; 2024Q4: 3,166 shares; 2025Q1: 4,432 shares; 2025Q2: 3,376 shares; 2025Q3: 12,297 shares; 2025Q4: 10,748 shares 10,748 $1.24M 0.24% -1,549 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,700 shares; 2025Q4: 15,214 shares 15,214 $1.22M 0.23% +3,514 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: 1,194 shares; 2024Q4: 1,832 shares; 2025Q1: 1,711 shares; 2025Q2: 2,596 shares; 2025Q3: 2,572 shares; 2025Q4: 2,646 shares 2,646 $1.19M 0.23% +74 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: 10,573 shares; 2024Q4: 8,365 shares; 2025Q1: 6,884 shares; 2025Q2: 7,968 shares; 2025Q3: 9,953 shares; 2025Q4: 10,639 shares 10,639 $1.19M 0.23% +686 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,735 shares; 2024Q4: 9,735 shares; 2025Q1: 9,735 shares; 2025Q2: 9,735 shares; 2025Q3: 9,735 shares; 2025Q4: 9,735 shares 9,735 $1.18M 0.23% 0 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,289 shares; 2024Q4: 5,245 shares; 2025Q1: 5,034 shares; 2025Q2: 5,018 shares; 2025Q3: 4,896 shares; 2025Q4: 4,969 shares 4,969 $1.13M 0.22% +73 Timeline HYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,905 shares; 2025Q3: 23,235 shares; 2025Q4: 21,977 shares 21,977 $1.12M 0.22% -1,258 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,089 shares; 2024Q4: 8,064 shares; 2025Q1: 8,101 shares; 2025Q2: 7,445 shares; 2025Q3: 7,180 shares; 2025Q4: 6,921 shares 6,921 $1.11M 0.21% -259 Timeline CHGX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 34,552 shares; 2025Q3: 35,850 shares; 2025Q4: 40,919 shares 40,919 $1.11M 0.21% +5,069 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,369 shares; 2024Q4: 1,484 shares; 2025Q1: 1,497 shares; 2025Q2: 1,481 shares; 2025Q3: 1,426 shares; 2025Q4: 1,284 shares 1,284 $1.11M 0.21% -142 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,411 shares; 2024Q4: 8,017 shares; 2025Q1: 7,678 shares; 2025Q2: 7,099 shares; 2025Q3: 7,086 shares; 2025Q4: 7,143 shares 7,143 $1.1M 0.21% +57 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: 3,953 shares; 2024Q4: 4,016 shares; 2025Q1: 3,732 shares; 2025Q2: 3,458 shares; 2025Q3: 3,347 shares; 2025Q4: 3,407 shares 3,407 $1.09M 0.21% +60 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: 2,061 shares; 2024Q4: 1,964 shares; 2025Q1: 1,642 shares; 2025Q2: 1,598 shares; 2025Q3: 1,607 shares; 2025Q4: 4,722 shares 4,722 $1.08M 0.21% +3,115 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,083 shares; 2024Q4: 4,080 shares; 2025Q1: 3,971 shares; 2025Q2: 3,761 shares; 2025Q3: 3,635 shares; 2025Q4: 3,729 shares 3,729 $1.07M 0.21% +94 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,775 shares; 2024Q4: 1,896 shares; 2025Q1: 1,944 shares; 2025Q2: 1,991 shares; 2025Q3: 1,928 shares; 2025Q4: 2,023 shares 2,023 $1.06M 0.2% +95 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: 8,954 shares; 2025Q1: 8,616 shares; 2025Q2: 7,752 shares; 2025Q3: 7,736 shares; 2025Q4: 6,153 shares 6,153 $1.05M 0.2% -1,583 Timeline URTH ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,663 shares; 2025Q2: 9,433 shares; 2025Q3: 5,570 shares; 2025Q4: 5,480 shares 5,480 $1.02M 0.2% -90 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,064 shares; 2024Q4: 1,291 shares; 2025Q1: 1,370 shares; 2025Q2: 1,894 shares; 2025Q3: 1,741 shares; 2025Q4: 1,777 shares 1,777 $982K 0.19% +36 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: 9,612 shares; 2025Q1: 8,684 shares; 2025Q2: 8,081 shares; 2025Q3: 7,878 shares; 2025Q4: 7,492 shares 7,492 $982K 0.19% -386 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,610 shares; 2024Q4: 6,265 shares; 2025Q1: 5,783 shares; 2025Q2: 5,104 shares; 2025Q3: 5,040 shares; 2025Q4: 4,817 shares 4,817 $939K 0.18% -223 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,752 shares; 2025Q1: 3,535 shares; 2025Q2: 3,360 shares; 2025Q3: 3,249 shares; 2025Q4: 3,090 shares 3,090 $913K 0.18% -159 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,944 shares; 2024Q4: 11,865 shares; 2025Q1: 10,059 shares; 2025Q2: 9,305 shares; 2025Q3: 9,046 shares; 2025Q4: 9,302 shares 9,302 $904K 0.17% +256 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,960 shares; 2025Q3: 19,227 shares; 2025Q4: 15,418 shares 15,418 $893K 0.17% -3,809 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,759 shares; 2024Q4: 5,657 shares; 2025Q1: 5,528 shares; 2025Q2: 4,716 shares; 2025Q3: 4,521 shares; 2025Q4: 5,007 shares 5,007 $856K 0.16% +486 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,422 shares; 2024Q4: 1,638 shares; 2025Q1: 1,843 shares; 2025Q2: 1,856 shares; 2025Q3: 1,478 shares; 2025Q4: 1,682 shares 1,682 $845K 0.16% +204 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: 3,967 shares; 2024Q4: 3,865 shares; 2025Q1: 3,064 shares; 2025Q2: 2,926 shares; 2025Q3: 2,946 shares; 2025Q4: 3,286 shares 3,286 $844K 0.16% +340 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: 753 shares; 2024Q4: 801 shares; 2025Q1: 891 shares; 2025Q2: 957 shares; 2025Q3: 882 shares; 2025Q4: 8,970 shares 8,970 $841K 0.16% +8,088 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,578 shares; 2024Q4: 5,494 shares; 2025Q1: 6,009 shares; 2025Q2: 5,333 shares; 2025Q3: 4,995 shares; 2025Q4: 7,371 shares 7,371 $839K 0.16% +2,376 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 535 shares; 2024Q4: 511 shares; 2025Q1: 701 shares; 2025Q2: 689 shares; 2025Q3: 677 shares; 2025Q4: 689 shares 689 $837K 0.16% +12 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: 3,576 shares; 2024Q4: 3,772 shares; 2025Q1: 3,559 shares; 2025Q2: 2,793 shares; 2025Q3: 3,257 shares; 2025Q4: 3,467 shares 3,467 $836K 0.16% +210 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: 4,959 shares; 2024Q4: 5,220 shares; 2025Q1: 4,999 shares; 2025Q2: 5,427 shares; 2025Q3: 5,547 shares; 2025Q4: 5,970 shares 5,970 $823K 0.16% +423 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: 765 shares; 2024Q4: 701 shares; 2025Q1: 624 shares; 2025Q2: 519 shares; 2025Q3: 626 shares; 2025Q4: 764 shares 764 $818K 0.16% +138 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,525 shares; 2024Q4: 9,830 shares; 2025Q1: 9,537 shares; 2025Q2: 8,656 shares; 2025Q3: 8,704 shares; 2025Q4: 9,301 shares 9,301 $763K 0.15% +597 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: 1,618 shares; 2024Q4: 1,833 shares; 2025Q1: 1,686 shares; 2025Q2: 1,996 shares; 2025Q3: 2,283 shares; 2025Q4: 2,430 shares 2,430 $748K 0.14% +147 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: 1,019 shares; 2024Q4: 999 shares; 2025Q1: 882 shares; 2025Q2: 779 shares; 2025Q3: 673 shares; 2025Q4: 740 shares 740 $746K 0.14% +67 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: not reported; 2025Q3: 2,674 shares; 2025Q4: 4,037 shares 4,037 $745K 0.14% +1,363 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,270 shares; 2024Q4: 1,261 shares; 2025Q1: 1,552 shares; 2025Q2: 1,436 shares; 2025Q3: 1,435 shares; 2025Q4: 1,413 shares 1,413 $722K 0.14% -22 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,580 shares; 2024Q4: 1,682 shares; 2025Q1: 1,448 shares; 2025Q2: 1,308 shares; 2025Q3: 1,346 shares; 2025Q4: 1,476 shares 1,476 $719K 0.14% +130 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,402 shares; 2024Q4: 4,317 shares; 2025Q1: 3,591 shares; 2025Q2: 3,348 shares; 2025Q3: 3,392 shares; 2025Q4: 3,500 shares 3,500 $715K 0.14% +108 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,831 shares; 2024Q4: 3,018 shares; 2025Q1: 2,616 shares; 2025Q2: 2,691 shares; 2025Q3: 2,335 shares; 2025Q4: 2,363 shares 2,363 $700K 0.13% +28 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,001 shares; 2024Q4: 1,711 shares; 2025Q1: 1,415 shares; 2025Q2: 760 shares; 2025Q3: 1,033 shares; 2025Q4: 1,164 shares 1,164 $674K 0.13% +131 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: 9,442 shares; 2024Q4: 11,223 shares; 2025Q1: 9,270 shares; 2025Q2: 9,566 shares; 2025Q3: 10,461 shares; 2025Q4: 11,963 shares 11,963 $658K 0.13% +1,502 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: 1,917 shares; 2024Q4: 2,052 shares; 2025Q1: 1,776 shares; 2025Q2: 1,881 shares; 2025Q3: 1,713 shares; 2025Q4: 5,226 shares 5,226 $655K 0.13% +3,513 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,928 shares; 2024Q4: 4,993 shares; 2025Q1: 4,697 shares; 2025Q2: 4,512 shares; 2025Q3: 4,349 shares; 2025Q4: 5,327 shares 5,327 $641K 0.12% +978 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,225 shares; 2025Q3: 12,081 shares; 2025Q4: 6,357 shares 6,357 $638K 0.12% -5,724 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: 10,486 shares; 2024Q4: 9,457 shares; 2025Q1: 8,234 shares; 2025Q2: 8,227 shares; 2025Q3: 8,061 shares; 2025Q4: 9,059 shares 9,059 $633K 0.12% +998 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,485 shares; 2024Q4: 4,055 shares; 2025Q1: 2,948 shares; 2025Q2: 2,139 shares; 2025Q3: 2,051 shares; 2025Q4: 2,732 shares 2,732 $625K 0.12% +681 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: 4,831 shares; 2024Q4: 3,595 shares; 2025Q1: 3,414 shares; 2025Q2: 2,601 shares; 2025Q3: 3,442 shares; 2025Q4: 4,109 shares 4,109 $590K 0.11% +667 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: 2,879 shares; 2024Q4: 2,820 shares; 2025Q1: 2,875 shares; 2025Q2: 2,623 shares; 2025Q3: 2,405 shares; 2025Q4: 2,277 shares 2,277 $586K 0.11% -128 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: 7,000 shares; 2024Q4: 7,853 shares; 2025Q1: 7,514 shares; 2025Q2: 7,580 shares; 2025Q3: 6,875 shares; 2025Q4: 7,550 shares 7,550 $582K 0.11% +675 Timeline KB KB FINL GROUP INC More: the full row for KB FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,728 shares; 2024Q4: 6,923 shares; 2025Q1: 5,329 shares; 2025Q2: 6,379 shares; 2025Q3: 6,492 shares; 2025Q4: 6,606 shares 6,606 $568K 0.11% +114 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: 15,441 shares; 2024Q4: 14,806 shares; 2025Q1: 15,490 shares; 2025Q2: 13,232 shares; 2025Q3: 12,612 shares; 2025Q4: 13,888 shares 13,888 $566K 0.11% +1,276 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: 484 shares; 2024Q4: 557 shares; 2025Q1: 473 shares; 2025Q2: 578 shares; 2025Q3: 631 shares; 2025Q4: 627 shares 627 $551K 0.11% -4 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,716 shares; 2024Q4: 2,662 shares; 2025Q1: 2,811 shares; 2025Q2: 2,388 shares; 2025Q3: 2,377 shares; 2025Q4: 2,665 shares 2,665 $542K 0.1% +288 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: 2,113 shares; 2024Q4: 1,848 shares; 2025Q1: 1,603 shares; 2025Q2: 1,604 shares; 2025Q3: 1,870 shares; 2025Q4: 2,500 shares 2,500 $517K 0.1% +630 Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,218 shares; 2024Q4: 8,551 shares; 2025Q1: 8,115 shares; 2025Q2: 7,808 shares; 2025Q3: 7,326 shares; 2025Q4: 6,864 shares 6,864 $517K 0.1% -462 Timeline JLL JONES LANG LASALLE INC More: the full row for JONES LANG LASALLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,435 shares; 2024Q4: 1,585 shares; 2025Q1: 1,632 shares; 2025Q2: 1,370 shares; 2025Q3: 1,388 shares; 2025Q4: 1,518 shares 1,518 $511K 0.1% +130 Timeline RBA RB GLOBAL INC More: the full row for RB GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,478 shares; 2024Q4: 4,590 shares; 2025Q1: 4,903 shares; 2025Q2: 5,618 shares; 2025Q3: 5,179 shares; 2025Q4: 4,850 shares 4,850 $499K 0.1% -329 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,474 shares; 2025Q3: 5,854 shares; 2025Q4: 5,264 shares 5,264 $495K 0.09% -590 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: 5,107 shares; 2024Q4: 4,678 shares; 2025Q1: 2,120 shares; 2025Q2: 2,218 shares; 2025Q3: 2,341 shares; 2025Q4: 2,264 shares 2,264 $485K 0.09% -77 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,961 shares; 2024Q4: 1,978 shares; 2025Q1: 2,005 shares; 2025Q2: 2,447 shares; 2025Q3: 2,240 shares; 2025Q4: 2,270 shares 2,270 $481K 0.09% +30 Timeline SHE 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: 3,162 shares; 2025Q4: 3,616 shares 3,616 $478K 0.09% +454 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 504 shares; 2024Q4: 503 shares; 2025Q1: 480 shares; 2025Q2: 470 shares; 2025Q3: 575 shares; 2025Q4: 588 shares 588 $476K 0.09% +13 Timeline CPTL GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,155 shares; 2025Q4: 10,942 shares 10,942 $475K 0.09% +787 Timeline JUST GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,454 shares; 2025Q2: 4,032 shares; 2025Q3: 4,602 shares; 2025Q4: 4,798 shares 4,798 $464K 0.09% +196 Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,385 shares; 2024Q4: 25,299 shares; 2025Q1: 25,928 shares; 2025Q2: 24,092 shares; 2025Q3: 25,019 shares; 2025Q4: 23,809 shares 23,809 $460K 0.09% -1,210 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,828 shares; 2024Q4: 28,404 shares; 2025Q1: 27,326 shares; 2025Q2: 27,903 shares; 2025Q3: 28,136 shares; 2025Q4: 29,012 shares 29,012 $460K 0.09% +876 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,628 shares; 2024Q4: 5,058 shares; 2025Q1: not reported; 2025Q2: 3,714 shares; 2025Q3: 4,243 shares; 2025Q4: 4,509 shares 4,509 $460K 0.09% +266 Timeline EWBC EAST WEST BANCORP INC More: the full row for EAST WEST BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,931 shares; 2024Q4: 4,474 shares; 2025Q1: 4,562 shares; 2025Q2: 3,697 shares; 2025Q3: 3,400 shares; 2025Q4: 4,039 shares 4,039 $454K 0.09% +639 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: 3,615 shares; 2024Q4: 3,481 shares; 2025Q1: 3,207 shares; 2025Q2: 3,023 shares; 2025Q3: 2,838 shares; 2025Q4: 3,144 shares 3,144 $451K 0.09% +306 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,142 shares; 2024Q4: 2,331 shares; 2025Q1: 2,225 shares; 2025Q2: 2,503 shares; 2025Q3: 1,962 shares; 2025Q4: 1,844 shares 1,844 $448K 0.09% -118 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,239 shares; 2024Q4: 5,858 shares; 2025Q1: 4,761 shares; 2025Q2: 3,790 shares; 2025Q3: 3,654 shares; 2025Q4: 3,727 shares 3,727 $446K 0.09% +73 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,257 shares; 2024Q4: 2,295 shares; 2025Q1: 2,067 shares; 2025Q2: 1,822 shares; 2025Q3: 1,164 shares; 2025Q4: 1,640 shares 1,640 $440K 0.08% +476 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,324 shares; 2024Q4: 5,997 shares; 2025Q1: 6,485 shares; 2025Q2: 6,505 shares; 2025Q3: 6,487 shares; 2025Q4: 6,524 shares 6,524 $439K 0.08% +37 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: 6,858 shares; 2024Q4: 5,765 shares; 2025Q1: 5,952 shares; 2025Q2: 5,380 shares; 2025Q3: 6,129 shares; 2025Q4: 5,825 shares 5,825 $429K 0.08% -304 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: 2,211 shares; 2024Q4: 2,173 shares; 2025Q1: 2,097 shares; 2025Q2: 2,468 shares; 2025Q3: 2,431 shares; 2025Q4: 2,334 shares 2,334 $428K 0.08% -97 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,552 shares; 2024Q4: 11,679 shares; 2025Q1: 11,577 shares; 2025Q2: 8,923 shares; 2025Q3: 8,921 shares; 2025Q4: 8,816 shares 8,816 $423K 0.08% -105 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: 681 shares; 2024Q4: 684 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 466 shares; 2025Q4: 735 shares 735 $421K 0.08% +269 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: 3,630 shares; 2024Q4: 3,591 shares; 2025Q1: 3,562 shares; 2025Q2: 4,447 shares; 2025Q3: 4,412 shares; 2025Q4: 4,679 shares 4,679 $419K 0.08% +267 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,639 shares; 2024Q4: 15,718 shares; 2025Q1: 17,077 shares; 2025Q2: 18,879 shares; 2025Q3: 16,996 shares; 2025Q4: 16,337 shares 16,337 $418K 0.08% -659 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,453 shares 9,453 $418K 0.08% new Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,257 shares; 2024Q4: 9,094 shares; 2025Q1: 11,289 shares; 2025Q2: 9,699 shares; 2025Q3: 9,295 shares; 2025Q4: 9,536 shares 9,536 $416K 0.08% +241 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: 4,454 shares; 2024Q4: 4,424 shares; 2025Q1: 3,765 shares; 2025Q2: 4,385 shares; 2025Q3: 4,097 shares; 2025Q4: 4,429 shares 4,429 $413K 0.08% +332 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,337 shares; 2024Q4: 1,341 shares; 2025Q1: 1,395 shares; 2025Q2: 1,707 shares; 2025Q3: 1,848 shares; 2025Q4: 961 shares 961 $410K 0.08% -887 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,714 shares; 2024Q4: 2,065 shares; 2025Q1: 1,852 shares; 2025Q2: 1,606 shares; 2025Q3: 1,438 shares; 2025Q4: 1,536 shares 1,536 $407K 0.08% +98 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 589 shares 589 $404K 0.08% new Timeline NYT NEW YORK TIMES CO MTN BE More: the full row for NEW YORK TIMES CO MTN BE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,940 shares; 2024Q4: 7,325 shares; 2025Q1: 6,357 shares; 2025Q2: 6,195 shares; 2025Q3: 4,962 shares; 2025Q4: 5,728 shares 5,728 $398K 0.08% +766 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 517 shares; 2024Q4: 475 shares; 2025Q1: 403 shares; 2025Q2: 4,916 shares; 2025Q3: 4,534 shares; 2025Q4: 4,304 shares 4,304 $393K 0.08% -230 Timeline SGI SOMNIGROUP INTERNATIONAL INC More: the full row for SOMNIGROUP INTERNATIONAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,711 shares; 2025Q1: 4,339 shares; 2025Q2: 4,498 shares; 2025Q3: 4,364 shares; 2025Q4: 4,397 shares 4,397 $393K 0.08% +33 Timeline NWS NEWS CORP NEW More: the full row for NEWS CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,740 shares; 2024Q4: 13,314 shares; 2025Q1: 15,900 shares; 2025Q2: 15,336 shares; 2025Q3: 14,439 shares; 2025Q4: 12,841 shares 12,841 $380K 0.07% -1,598 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,371 shares; 2024Q4: 8,012 shares; 2025Q1: 8,636 shares; 2025Q2: 6,999 shares; 2025Q3: 5,636 shares; 2025Q4: 9,874 shares 9,874 $379K 0.07% +4,238 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: 2,628 shares; 2024Q4: 2,484 shares; 2025Q1: 2,138 shares; 2025Q2: 2,341 shares; 2025Q3: 2,488 shares; 2025Q4: 2,911 shares 2,911 $372K 0.07% +423 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,564 shares; 2024Q4: 5,402 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,821 shares; 2025Q4: 5,487 shares 5,487 $368K 0.07% -334 Timeline AVMV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,047 shares; 2025Q3: 7,537 shares; 2025Q4: 5,139 shares 5,139 $366K 0.07% -2,398 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,689 shares; 2024Q4: 5,566 shares; 2025Q1: 6,532 shares; 2025Q2: 6,797 shares; 2025Q3: 4,159 shares; 2025Q4: 6,894 shares 6,894 $365K 0.07% +2,735 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,679 shares; 2024Q4: 1,611 shares; 2025Q1: 1,240 shares; 2025Q2: 875 shares; 2025Q3: 1,120 shares; 2025Q4: 1,657 shares 1,657 $364K 0.07% +537 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS 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: 3,464 shares; 2025Q2: 3,441 shares; 2025Q3: 3,502 shares; 2025Q4: 3,086 shares 3,086 $363K 0.07% -416 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: 7,055 shares; 2024Q4: 6,781 shares; 2025Q1: 5,379 shares; 2025Q2: 5,056 shares; 2025Q3: 4,948 shares; 2025Q4: 4,485 shares 4,485 $360K 0.07% -463 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,682 shares; 2024Q4: 3,296 shares; 2025Q1: 4,227 shares; 2025Q2: 3,092 shares; 2025Q3: 3,151 shares; 2025Q4: 4,051 shares 4,051 $357K 0.07% +900 Timeline PEN PENUMBRA INC More: the full row for PENUMBRA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 968 shares; 2025Q1: 1,350 shares; 2025Q2: 1,101 shares; 2025Q3: not reported; 2025Q4: 1,146 shares 1,146 $356K 0.07% new Timeline IDCC INTERDIGITAL INC More: the full row for INTERDIGITAL 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: 1,115 shares 1,115 $355K 0.07% new Timeline PRI PRIMERICA INC More: the full row for PRIMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,502 shares; 2024Q4: 1,605 shares; 2025Q1: 1,631 shares; 2025Q2: 1,456 shares; 2025Q3: 1,332 shares; 2025Q4: 1,374 shares 1,374 $355K 0.07% +42 Timeline RNR RENAISSANCERE HLDGS LTD More: the full row for RENAISSANCERE HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,303 shares; 2024Q4: 1,385 shares; 2025Q1: 1,324 shares; 2025Q2: 1,298 shares; 2025Q3: 1,065 shares; 2025Q4: 1,261 shares 1,261 $355K 0.07% +196 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,824 shares; 2024Q4: 4,676 shares; 2025Q1: 3,678 shares; 2025Q2: 3,087 shares; 2025Q3: 2,909 shares; 2025Q4: 2,570 shares 2,570 $354K 0.07% -339 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: not reported; 2024Q4: not reported; 2025Q1: 719 shares; 2025Q2: 639 shares; 2025Q3: 447 shares; 2025Q4: 760 shares 760 $354K 0.07% +313 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: not reported; 2025Q1: not reported; 2025Q2: 1,812 shares; 2025Q3: 2,261 shares; 2025Q4: 2,494 shares 2,494 $354K 0.07% +233 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,774 shares; 2024Q4: 29,333 shares; 2025Q1: 28,803 shares; 2025Q2: 32,055 shares; 2025Q3: 30,726 shares; 2025Q4: 30,119 shares 30,119 $353K 0.07% -607 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,540 shares; 2024Q4: 1,647 shares; 2025Q1: 1,749 shares; 2025Q2: 1,736 shares; 2025Q3: 1,646 shares; 2025Q4: 1,575 shares 1,575 $350K 0.07% -71 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,796 shares; 2024Q4: 14,493 shares; 2025Q1: 14,372 shares; 2025Q2: 14,956 shares; 2025Q3: 14,564 shares; 2025Q4: 15,003 shares 15,003 $350K 0.07% +439 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: 2,804 shares; 2024Q4: 2,199 shares; 2025Q1: 2,124 shares; 2025Q2: 1,786 shares; 2025Q3: 1,391 shares; 2025Q4: 1,270 shares 1,270 $350K 0.07% -121 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: 5,337 shares 5,337 $349K 0.07% new 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: 1,293 shares; 2024Q4: 989 shares; 2025Q1: 1,316 shares; 2025Q2: 983 shares; 2025Q3: 958 shares; 2025Q4: 1,028 shares 1,028 $347K 0.07% +70 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: not reported; 2024Q4: 2,602 shares; 2025Q1: 2,298 shares; 2025Q2: 2,298 shares; 2025Q3: 2,482 shares; 2025Q4: 2,795 shares 2,795 $344K 0.07% +313 Timeline PFGC PERFORMANCE FOOD GROUP CO More: the full row for PERFORMANCE FOOD GROUP CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,362 shares; 2024Q4: 4,179 shares; 2025Q1: 3,771 shares; 2025Q2: 4,115 shares; 2025Q3: 4,027 shares; 2025Q4: 3,792 shares 3,792 $341K 0.07% -235 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: 2,983 shares; 2024Q4: 2,749 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,182 shares 3,182 $335K 0.06% new Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,349 shares; 2024Q4: 2,796 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,532 shares 2,532 $332K 0.06% new Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,352 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,144 shares; 2025Q4: 2,424 shares 2,424 $328K 0.06% +280 Timeline MHK MOHAWK INDS INC More: the full row for MOHAWK INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,962 shares; 2024Q4: 2,384 shares; 2025Q1: 3,043 shares; 2025Q2: 2,105 shares; 2025Q3: 3,804 shares; 2025Q4: 2,988 shares 2,988 $327K 0.06% -816 Timeline BURL BURLINGTON STORES INC More: the full row for BURLINGTON STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,450 shares; 2024Q4: 1,612 shares; 2025Q1: 1,365 shares; 2025Q2: 1,017 shares; 2025Q3: 1,053 shares; 2025Q4: 1,128 shares 1,128 $326K 0.06% +75 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,128 shares; 2024Q4: 1,849 shares; 2025Q1: 1,602 shares; 2025Q2: 891 shares; 2025Q3: 851 shares; 2025Q4: 976 shares 976 $322K 0.06% +125 Timeline EQH EQUITABLE HLDGS INC More: the full row for EQUITABLE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,164 shares; 2024Q4: 7,912 shares; 2025Q1: 8,214 shares; 2025Q2: 8,222 shares; 2025Q3: 7,108 shares; 2025Q4: 6,743 shares 6,743 $321K 0.06% -365 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,365 shares 1,365 $319K 0.06% new Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,707 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,868 shares 1,868 $319K 0.06% new 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: not reported; 2024Q4: 2,092 shares; 2025Q1: 1,968 shares; 2025Q2: 2,223 shares; 2025Q3: 1,970 shares; 2025Q4: 1,982 shares 1,982 $318K 0.06% +12 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: 16,630 shares; 2024Q4: 11,263 shares; 2025Q1: 9,157 shares; 2025Q2: 9,295 shares; 2025Q3: 9,296 shares; 2025Q4: 12,710 shares 12,710 $316K 0.06% +3,414 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,056 shares; 2024Q4: 4,398 shares; 2025Q1: 4,911 shares; 2025Q2: 4,717 shares; 2025Q3: 3,838 shares; 2025Q4: 4,070 shares 4,070 $315K 0.06% +232 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: 4,798 shares; 2024Q4: 5,248 shares; 2025Q1: 5,785 shares; 2025Q2: 5,259 shares; 2025Q3: 4,973 shares; 2025Q4: 4,862 shares 4,862 $313K 0.06% -111 Timeline COWG PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,106 shares; 2025Q3: 9,725 shares; 2025Q4: 8,773 shares 8,773 $309K 0.06% -952 Timeline FLEX FLEX LTD More: the full row for FLEX 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: 3,646 shares; 2025Q4: 5,104 shares 5,104 $308K 0.06% +1,458 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,487 shares; 2024Q4: 7,708 shares; 2025Q1: 7,039 shares; 2025Q2: 5,535 shares; 2025Q3: 5,659 shares; 2025Q4: 3,515 shares 3,515 $308K 0.06% -2,144 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA 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: 302 shares; 2025Q4: 330 shares 330 $308K 0.06% +28 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,541 shares; 2024Q4: 1,320 shares; 2025Q1: 1,067 shares; 2025Q2: 948 shares; 2025Q3: 886 shares; 2025Q4: 928 shares 928 $304K 0.06% +42 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,624 shares; 2024Q4: 1,696 shares; 2025Q1: 1,302 shares; 2025Q2: 1,192 shares; 2025Q3: 765 shares; 2025Q4: 947 shares 947 $303K 0.06% +182 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,027 shares; 2025Q3: 5,427 shares; 2025Q4: 2,970 shares 2,970 $303K 0.06% -2,457 Timeline FJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,395 shares; 2025Q4: 5,395 shares 5,395 $302K 0.06% 0 Timeline CCK CROWN HLDGS INC More: the full row for CROWN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,797 shares; 2024Q4: 2,805 shares; 2025Q1: 2,967 shares; 2025Q2: 3,223 shares; 2025Q3: 2,640 shares; 2025Q4: 2,903 shares 2,903 $299K 0.06% +263 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: 18,221 shares; 2024Q4: 13,350 shares; 2025Q1: 13,195 shares; 2025Q2: 12,964 shares; 2025Q3: 11,699 shares; 2025Q4: 12,027 shares 12,027 $299K 0.06% +328 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: 953 shares; 2024Q4: 1,064 shares; 2025Q1: 984 shares; 2025Q2: 973 shares; 2025Q3: 919 shares; 2025Q4: 964 shares 964 $295K 0.06% +45 Timeline FJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,690 shares; 2025Q4: 5,690 shares 5,690 $294K 0.06% 0 Timeline NWSA NEWS CORP NEW More: the full row for NEWS CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,621 shares; 2024Q4: 11,963 shares; 2025Q1: 15,297 shares; 2025Q2: 15,645 shares; 2025Q3: 15,308 shares; 2025Q4: 11,222 shares 11,222 $293K 0.06% -4,086 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: not reported; 2024Q4: 1,330 shares; 2025Q1: 1,177 shares; 2025Q2: 1,172 shares; 2025Q3: 1,172 shares; 2025Q4: 1,354 shares 1,354 $287K 0.06% +182 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,089 shares; 2024Q4: 1,041 shares; 2025Q1: 989 shares; 2025Q2: 931 shares; 2025Q3: 742 shares; 2025Q4: 748 shares 748 $284K 0.05% +6 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: 1,138 shares; 2024Q4: 1,108 shares; 2025Q1: not reported; 2025Q2: 680 shares; 2025Q3: 704 shares; 2025Q4: 757 shares 757 $280K 0.05% +53 Timeline RS RELIANCE INC More: the full row for RELIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,024 shares; 2024Q4: 1,170 shares; 2025Q1: 1,349 shares; 2025Q2: 1,246 shares; 2025Q3: 774 shares; 2025Q4: 966 shares 966 $279K 0.05% +192 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE 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: 6,300 shares; 2025Q4: 6,300 shares 6,300 $275K 0.05% 0 Timeline RRX REGAL REXNORD CORPORATION More: the full row for REGAL REXNORD 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: 2,253 shares; 2025Q3: 1,831 shares; 2025Q4: 1,958 shares 1,958 $275K 0.05% +127 Timeline XPO XPO INC More: the full row for XPO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,234 shares; 2024Q4: 2,973 shares; 2025Q1: not reported; 2025Q2: 1,586 shares; 2025Q3: not reported; 2025Q4: 2,019 shares 2,019 $274K 0.05% new Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,186 shares; 2025Q1: 12,422 shares; 2025Q2: not reported; 2025Q3: 10,550 shares; 2025Q4: 12,254 shares 12,254 $274K 0.05% +1,704 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,279 shares; 2025Q4: 1,518 shares 1,518 $270K 0.05% +239 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,115 shares; 2024Q4: 1,233 shares; 2025Q1: 1,280 shares; 2025Q2: not reported; 2025Q3: 990 shares; 2025Q4: 1,116 shares 1,116 $267K 0.05% +126 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: 1,972 shares; 2024Q4: 1,130 shares; 2025Q1: 949 shares; 2025Q2: 680 shares; 2025Q3: not reported; 2025Q4: 758 shares 758 $266K 0.05% 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: 508 shares; 2024Q4: 541 shares; 2025Q1: 440 shares; 2025Q2: 491 shares; 2025Q3: 332 shares; 2025Q4: 392 shares 392 $260K 0.05% +60 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,097 shares; 2024Q4: 2,743 shares; 2025Q1: 2,207 shares; 2025Q2: not reported; 2025Q3: 1,677 shares; 2025Q4: 1,902 shares 1,902 $259K 0.05% +225 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,846 shares; 2024Q4: 4,556 shares; 2025Q1: 3,701 shares; 2025Q2: 3,160 shares; 2025Q3: 2,996 shares; 2025Q4: 2,699 shares 2,699 $257K 0.05% -297 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,100 shares; 2024Q4: 1,057 shares; 2025Q1: not reported; 2025Q2: 763 shares; 2025Q3: 739 shares; 2025Q4: 723 shares 723 $256K 0.05% -16 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: not reported; 2025Q3: 1,817 shares; 2025Q4: 1,889 shares 1,889 $255K 0.05% +72 Timeline JXN JACKSON FINANCIAL INC More: the full row for JACKSON FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,267 shares; 2024Q4: 2,369 shares; 2025Q1: not reported; 2025Q2: 2,397 shares; 2025Q3: 2,271 shares; 2025Q4: 2,373 shares 2,373 $253K 0.05% +102 Timeline SPMO 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,207 shares; 2025Q3: 2,414 shares; 2025Q4: 2,101 shares 2,101 $251K 0.05% -313 Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,940 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,611 shares 5,611 $250K 0.05% new Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS 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: 3,726 shares; 2025Q3: 3,164 shares; 2025Q4: 3,159 shares 3,159 $249K 0.05% -5 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: not reported; 2024Q4: not reported; 2025Q1: 1,119 shares; 2025Q2: 1,079 shares; 2025Q3: 1,017 shares; 2025Q4: 905 shares 905 $247K 0.05% -112 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,109 shares 2,109 $246K 0.05% new 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: 7,943 shares; 2024Q4: 7,938 shares; 2025Q1: 7,301 shares; 2025Q2: 6,315 shares; 2025Q3: 5,459 shares; 2025Q4: 4,121 shares 4,121 $241K 0.05% -1,338 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,098 shares 1,098 $238K 0.05% new Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,038 shares; 2024Q4: 1,115 shares; 2025Q1: 1,593 shares; 2025Q2: 1,400 shares; 2025Q3: 1,106 shares; 2025Q4: 1,372 shares 1,372 $238K 0.05% +266 Timeline SANM SANMINA CORP More: the full row for SANMINA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,579 shares 1,579 $237K 0.05% new Timeline GWRE GUIDEWIRE SOFTWARE INC More: the full row for GUIDEWIRE SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,323 shares; 2025Q3: 1,143 shares; 2025Q4: 1,173 shares 1,173 $236K 0.05% +30 Timeline AYI ACUITY INC More: the full row for ACUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 837 shares; 2024Q4: 841 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 626 shares; 2025Q4: 653 shares 653 $235K 0.05% +27 Timeline LXP LXP INDUSTRIAL TRUST More: the full row for LXP INDUSTRIAL 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: 4,720 shares 4,720 $234K 0.04% new Timeline ZWS ZURN ELKAY WATER SOLNS CORP More: the full row for ZURN ELKAY WATER SOLNS 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: 4,941 shares; 2025Q4: 5,011 shares 5,011 $233K 0.04% +70 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,055 shares; 2024Q4: 1,042 shares; 2025Q1: 938 shares; 2025Q2: 835 shares; 2025Q3: 885 shares; 2025Q4: 885 shares 885 $232K 0.04% 0 Timeline SCI SERVICE CORP INTL More: the full row for SERVICE CORP INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,629 shares; 2024Q4: 2,875 shares; 2025Q1: 3,157 shares; 2025Q2: 2,608 shares; 2025Q3: 2,679 shares; 2025Q4: 2,961 shares 2,961 $231K 0.04% +282 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: 6,379 shares; 2024Q4: 6,353 shares; 2025Q1: 5,832 shares; 2025Q2: 5,665 shares; 2025Q3: not reported; 2025Q4: 3,451 shares 3,451 $229K 0.04% new Timeline DAY DAYFORCE INC More: the full row for DAYFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,474 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,316 shares 3,316 $229K 0.04% new Timeline BWA BORGWARNER INC More: the full row for BORGWARNER 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: 4,812 shares; 2025Q4: 5,086 shares 5,086 $229K 0.04% +274 Timeline ONCY ONCOLYTICS BIOTECH INC More: the full row for ONCOLYTICS BIOTECH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 189,941 shares; 2024Q4: 189,941 shares; 2025Q1: 189,941 shares; 2025Q2: 223,767 shares; 2025Q3: 258,306 shares; 2025Q4: 258,306 shares 258,306 $226K 0.04% 0 Timeline AAL AMERICAN AIRLINES GROUP INC More: the full row for AMERICAN AIRLINES 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: 11,277 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,630 shares 14,630 $224K 0.04% new Timeline IBP INSTALLED BLDG PRODS INC More: the full row for INSTALLED BLDG PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 860 shares 860 $223K 0.04% new Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,902 shares 1,902 $223K 0.04% new Timeline MSGS MADISON SQUARE GRDN SPRT COR More: the full row for MADISON SQUARE GRDN SPRT COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 896 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 857 shares 857 $222K 0.04% new Timeline ALLY ALLY FINL INC More: the full row for ALLY FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,537 shares; 2024Q4: 6,014 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,876 shares 4,876 $221K 0.04% new Timeline EZU ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,419 shares; 2025Q3: 3,974 shares; 2025Q4: 3,419 shares 3,419 $219K 0.04% -555 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 612 shares; 2024Q4: 633 shares; 2025Q1: 813 shares; 2025Q2: 630 shares; 2025Q3: 619 shares; 2025Q4: 619 shares 619 $218K 0.04% 0 Timeline ALV AUTOLIV INC More: the full row for AUTOLIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,838 shares 1,838 $218K 0.04% new Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,747 shares; 2025Q1: 2,759 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,659 shares 2,659 $218K 0.04% new 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: 837 shares; 2024Q4: 753 shares; 2025Q1: 798 shares; 2025Q2: 680 shares; 2025Q3: 578 shares; 2025Q4: 617 shares 617 $216K 0.04% +39 Timeline SHEL SHELL PLC More: the full row for SHELL 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: 2,861 shares; 2025Q3: not reported; 2025Q4: 2,929 shares 2,929 $215K 0.04% new Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 942 shares; 2024Q4: 1,351 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 872 shares 872 $215K 0.04% new Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,581 shares; 2025Q2: 1,523 shares; 2025Q3: 1,265 shares; 2025Q4: 1,221 shares 1,221 $214K 0.04% -44 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,636 shares; 2025Q4: 1,644 shares 1,644 $213K 0.04% +8 Timeline JEF JEFFERIES FINANCIAL GROUP IN More: the full row for JEFFERIES FINANCIAL GROUP 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: not reported; 2025Q3: not reported; 2025Q4: 3,426 shares 3,426 $212K 0.04% new Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,485 shares; 2024Q4: 23,133 shares; 2025Q1: 24,154 shares; 2025Q2: 22,884 shares; 2025Q3: 20,700 shares; 2025Q4: 20,942 shares 20,942 $212K 0.04% +242 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,109 shares 2,109 $211K 0.04% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,177 shares 1,177 $209K 0.04% new Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,195 shares 1,195 $206K 0.04% new Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 615 shares; 2024Q4: 594 shares; 2025Q1: 524 shares; 2025Q2: 430 shares; 2025Q3: not reported; 2025Q4: 360 shares 360 $204K 0.04% 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: not reported; 2024Q4: not reported; 2025Q1: 1,275 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,319 shares 1,319 $201K 0.04% new Timeline NMR NOMURA HLDGS INC More: the full row for NOMURA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,909 shares; 2024Q4: 19,678 shares; 2025Q1: 17,578 shares; 2025Q2: 15,387 shares; 2025Q3: 14,456 shares; 2025Q4: 14,026 shares 14,026 $118K 0.02% -430 Timeline MFG MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,540 shares; 2025Q1: 10,320 shares; 2025Q2: 12,237 shares; 2025Q3: 13,475 shares; 2025Q4: 14,250 shares 14,250 $104K 0.02% +775 Timeline SB SAFE BULKERS INC More: the full row for SAFE BULKERS 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: 11,086 shares; 2025Q4: 12,445 shares 12,445 $60K 0.01% +1,359 Timeline