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: 305,090 shares; 2024Q4: 308,405 shares; 2025Q1: 321,022 shares; 2025Q2: 318,896 shares; 2025Q3: 322,303 shares; 2025Q4: 322,570 shares 322,570 $108M 6.27% +267 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: 150,006 shares; 2024Q4: 151,541 shares; 2025Q1: 158,582 shares; 2025Q2: 157,746 shares; 2025Q3: 160,735 shares; 2025Q4: 163,424 shares 163,424 $82.1M 4.76% +2,689 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: 208,345 shares; 2024Q4: 203,343 shares; 2025Q1: 197,403 shares; 2025Q2: 189,272 shares; 2025Q3: 184,981 shares; 2025Q4: 174,422 shares 174,422 $60.4M 3.5% -10,559 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: 80,828 shares; 2024Q4: 80,626 shares; 2025Q1: 79,669 shares; 2025Q2: 79,584 shares; 2025Q3: 77,707 shares; 2025Q4: 77,430 shares 77,430 $47.6M 2.76% -277 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: 94,422 shares; 2024Q4: 89,487 shares; 2025Q1: 89,710 shares; 2025Q2: 88,543 shares; 2025Q3: 88,280 shares; 2025Q4: 87,794 shares 87,794 $45.9M 2.66% -486 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: 140,383 shares; 2024Q4: 140,033 shares; 2025Q1: 148,263 shares; 2025Q2: 142,200 shares; 2025Q3: 141,979 shares; 2025Q4: 239,605 shares 239,605 $44.7M 2.59% +97,626 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,542 shares; 2024Q4: 71,491 shares; 2025Q1: 70,022 shares; 2025Q2: 67,723 shares; 2025Q3: 66,808 shares; 2025Q4: 65,390 shares 65,390 $42.7M 2.48% -1,418 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: 147,780 shares; 2024Q4: 148,045 shares; 2025Q1: 152,498 shares; 2025Q2: 151,349 shares; 2025Q3: 150,835 shares; 2025Q4: 151,268 shares 151,268 $41.1M 2.38% +433 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: 68,887 shares; 2024Q4: 68,878 shares; 2025Q1: 71,322 shares; 2025Q2: 69,303 shares; 2025Q3: 69,204 shares; 2025Q4: 70,594 shares 70,594 $34.1M 1.98% +1,390 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71 shares; 2024Q4: 71 shares; 2025Q1: 71 shares; 2025Q2: 44 shares; 2025Q3: 42 shares; 2025Q4: 42 shares 42 $31.7M 1.84% 0 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: 3,420 shares; 2025Q1: 8,983 shares; 2025Q2: 24,748 shares; 2025Q3: 296,311 shares; 2025Q4: 372,711 shares 372,711 $29.9M 1.73% +76,400 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: 19,800 shares; 2024Q4: 82,219 shares; 2025Q1: 87,505 shares; 2025Q2: 91,162 shares; 2025Q3: 91,800 shares; 2025Q4: 92,422 shares 92,422 $28.9M 1.68% +622 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: 259,019 shares; 2024Q4: 258,225 shares; 2025Q1: 259,332 shares; 2025Q2: 254,283 shares; 2025Q3: 253,023 shares; 2025Q4: 252,955 shares 252,955 $28.2M 1.63% -68 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: 24,273 shares; 2024Q4: 24,931 shares; 2025Q1: 25,042 shares; 2025Q2: 25,460 shares; 2025Q3: 25,676 shares; 2025Q4: 25,761 shares 25,761 $27.6M 1.6% +85 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,262 shares; 2024Q4: 31,628 shares; 2025Q1: 31,349 shares; 2025Q2: 30,620 shares; 2025Q3: 30,633 shares; 2025Q4: 30,330 shares 30,330 $24.9M 1.44% -303 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: 180,394 shares; 2024Q4: 180,262 shares; 2025Q1: 182,623 shares; 2025Q2: 209,223 shares; 2025Q3: 208,067 shares; 2025Q4: 205,765 shares 205,765 $24.8M 1.44% -2,302 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,251 shares; 2024Q4: 28,302 shares; 2025Q1: 28,345 shares; 2025Q2: 28,076 shares; 2025Q3: 28,198 shares; 2025Q4: 28,007 shares 28,007 $24.6M 1.43% -191 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: 40,652 shares; 2024Q4: 40,716 shares; 2025Q1: 41,943 shares; 2025Q2: 42,449 shares; 2025Q3: 42,366 shares; 2025Q4: 42,166 shares 42,166 $24.2M 1.4% -200 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,803 shares; 2024Q4: 62,693 shares; 2025Q1: 62,693 shares; 2025Q2: 160,149 shares; 2025Q3: 161,613 shares; 2025Q4: 162,702 shares 162,702 $23.6M 1.37% +1,089 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: 35,843 shares; 2024Q4: 35,961 shares; 2025Q1: 35,791 shares; 2025Q2: 34,906 shares; 2025Q3: 34,370 shares; 2025Q4: 34,137 shares 34,137 $23.3M 1.35% -233 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: 65,308 shares; 2024Q4: 65,517 shares; 2025Q1: 65,833 shares; 2025Q2: 64,831 shares; 2025Q3: 63,946 shares; 2025Q4: 64,554 shares 64,554 $22.6M 1.31% +608 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: 30,783 shares; 2024Q4: 30,944 shares; 2025Q1: 31,687 shares; 2025Q2: 31,203 shares; 2025Q3: 31,361 shares; 2025Q4: 31,822 shares 31,822 $21.1M 1.22% +461 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,896 shares; 2024Q4: 104,721 shares; 2025Q1: 104,512 shares; 2025Q2: 103,883 shares; 2025Q3: 103,383 shares; 2025Q4: 103,677 shares 103,677 $21M 1.22% +294 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: 150,828 shares; 2024Q4: 151,335 shares; 2025Q1: 151,871 shares; 2025Q2: 148,967 shares; 2025Q3: 149,425 shares; 2025Q4: 149,106 shares 149,106 $20.2M 1.17% -319 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,387 shares; 2024Q4: 58,620 shares; 2025Q1: 59,964 shares; 2025Q2: 59,864 shares; 2025Q3: 59,800 shares; 2025Q4: 60,549 shares 60,549 $18.8M 1.09% +749 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,504 shares; 2024Q4: 51,794 shares; 2025Q1: 52,476 shares; 2025Q2: 52,127 shares; 2025Q3: 52,184 shares; 2025Q4: 53,289 shares 53,289 $18.7M 1.09% +1,105 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,424 shares; 2024Q4: 100,675 shares; 2025Q1: 100,891 shares; 2025Q2: 98,306 shares; 2025Q3: 97,947 shares; 2025Q4: 98,737 shares 98,737 $18.6M 1.08% +790 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: 21,276 shares; 2024Q4: 21,364 shares; 2025Q1: 21,411 shares; 2025Q2: 21,023 shares; 2025Q3: 20,999 shares; 2025Q4: 21,303 shares 21,303 $18.4M 1.07% +304 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,445 shares; 2024Q4: 87,986 shares; 2025Q1: 87,092 shares; 2025Q2: 85,617 shares; 2025Q3: 85,931 shares; 2025Q4: 87,428 shares 87,428 $18.2M 1.06% +1,497 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: 20,462 shares; 2024Q4: 20,460 shares; 2025Q1: 20,489 shares; 2025Q2: 20,003 shares; 2025Q3: 20,026 shares; 2025Q4: 20,030 shares 20,030 $17.6M 1.02% +4 Timeline USMC PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 251,285 shares; 2024Q4: 253,506 shares; 2025Q1: 256,306 shares; 2025Q2: 257,232 shares; 2025Q3: 257,115 shares; 2025Q4: 256,306 shares 256,306 $17.5M 1.02% -809 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 296,640 shares; 2024Q4: 300,905 shares; 2025Q1: 295,580 shares; 2025Q2: 299,338 shares; 2025Q3: 295,297 shares; 2025Q4: 294,637 shares 294,637 $17.5M 1.01% -660 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: 53,836 shares; 2024Q4: 53,735 shares; 2025Q1: 54,672 shares; 2025Q2: 54,458 shares; 2025Q3: 54,850 shares; 2025Q4: 55,226 shares 55,226 $16.9M 0.98% +376 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: 106,716 shares; 2024Q4: 108,062 shares; 2025Q1: 109,380 shares; 2025Q2: 107,415 shares; 2025Q3: 108,702 shares; 2025Q4: 108,700 shares 108,700 $16.7M 0.97% -2 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: 24,418 shares; 2024Q4: 24,611 shares; 2025Q1: 24,677 shares; 2025Q2: 24,473 shares; 2025Q3: 24,617 shares; 2025Q4: 24,993 shares 24,993 $16.5M 0.96% +376 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: 46,900 shares; 2024Q4: 47,069 shares; 2025Q1: 47,427 shares; 2025Q2: 47,640 shares; 2025Q3: 47,590 shares; 2025Q4: 47,395 shares 47,395 $16.3M 0.95% -195 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: 1,449 shares; 2024Q4: 1,297 shares; 2025Q1: 1,384 shares; 2025Q2: 4,452 shares; 2025Q3: 14,494 shares; 2025Q4: 14,817 shares 14,817 $15.9M 0.92% +323 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: 58,406 shares; 2024Q4: 58,363 shares; 2025Q1: 59,232 shares; 2025Q2: 58,015 shares; 2025Q3: 58,350 shares; 2025Q4: 58,874 shares 58,874 $15.1M 0.88% +524 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,458 shares; 2024Q4: 38,468 shares; 2025Q1: 38,565 shares; 2025Q2: 38,322 shares; 2025Q3: 38,671 shares; 2025Q4: 38,035 shares 38,035 $14.6M 0.85% -636 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,269 shares; 2024Q4: 79,706 shares; 2025Q1: 79,039 shares; 2025Q2: 78,036 shares; 2025Q3: 78,968 shares; 2025Q4: 77,735 shares 77,735 $14.4M 0.84% -1,233 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,238 shares; 2024Q4: 44,453 shares; 2025Q1: 44,868 shares; 2025Q2: 44,567 shares; 2025Q3: 45,157 shares; 2025Q4: 44,422 shares 44,422 $14.4M 0.83% -735 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: 41,582 shares; 2024Q4: 41,617 shares; 2025Q1: 43,302 shares; 2025Q2: 44,739 shares; 2025Q3: 43,553 shares; 2025Q4: 45,049 shares 45,049 $14.1M 0.82% +1,496 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: 76,735 shares; 2024Q4: 77,039 shares; 2025Q1: 79,734 shares; 2025Q2: 79,984 shares; 2025Q3: 80,156 shares; 2025Q4: 79,484 shares 79,484 $13.8M 0.8% -672 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,773 shares; 2024Q4: 56,335 shares; 2025Q1: 56,864 shares; 2025Q2: 58,306 shares; 2025Q3: 58,943 shares; 2025Q4: 59,291 shares 59,291 $13.7M 0.8% +348 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: 60,966 shares; 2024Q4: 61,902 shares; 2025Q1: 64,533 shares; 2025Q2: 60,386 shares; 2025Q3: 60,683 shares; 2025Q4: 59,457 shares 59,457 $13.6M 0.79% -1,226 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,177 shares; 2024Q4: 76,271 shares; 2025Q1: 75,171 shares; 2025Q2: 74,683 shares; 2025Q3: 62,585 shares; 2025Q4: 61,637 shares 61,637 $12.9M 0.75% -948 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: 42,984 shares; 2024Q4: 42,984 shares; 2025Q1: 44,315 shares; 2025Q2: 44,844 shares; 2025Q3: 45,782 shares; 2025Q4: 46,718 shares 46,718 $12.5M 0.73% +936 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: 25,926 shares; 2024Q4: 25,926 shares; 2025Q1: 25,926 shares; 2025Q2: 25,926 shares; 2025Q3: 25,948 shares; 2025Q4: 25,466 shares 25,466 $12.4M 0.72% -482 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116,874 shares; 2024Q4: 117,460 shares; 2025Q1: 120,145 shares; 2025Q2: 122,744 shares; 2025Q3: 123,324 shares; 2025Q4: 117,549 shares 117,549 $12.3M 0.72% -5,775 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,939 shares; 2024Q4: 55,328 shares; 2025Q1: 58,931 shares; 2025Q2: 60,851 shares; 2025Q3: 60,295 shares; 2025Q4: 61,325 shares 61,325 $11.3M 0.66% +1,030 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,236 shares; 2024Q4: 35,236 shares; 2025Q1: 34,193 shares; 2025Q2: 33,561 shares; 2025Q3: 32,946 shares; 2025Q4: 32,854 shares 32,854 $11.3M 0.65% -92 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,964 shares; 2024Q4: 43,623 shares; 2025Q1: 43,807 shares; 2025Q2: 43,332 shares; 2025Q3: 43,578 shares; 2025Q4: 43,315 shares 43,315 $11.2M 0.65% -263 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,491 shares; 2024Q4: 15,975 shares; 2025Q1: 15,401 shares; 2025Q2: 15,518 shares; 2025Q3: 15,140 shares; 2025Q4: 14,748 shares 14,748 $9.94M 0.58% -392 Timeline IMTM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 264,264 shares; 2024Q4: 210,902 shares; 2025Q1: 214,182 shares; 2025Q2: 213,444 shares; 2025Q3: 207,175 shares; 2025Q4: 206,807 shares 206,807 $9.92M 0.58% -368 Timeline PII POLARIS INC More: the full row for POLARIS 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: 156,822 shares; 2025Q3: 154,027 shares; 2025Q4: 153,756 shares 153,756 $9.73M 0.56% -271 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 183,656 shares; 2024Q4: 184,021 shares; 2025Q1: 184,958 shares; 2025Q2: 183,826 shares; 2025Q3: 185,926 shares; 2025Q4: 182,884 shares 182,884 $9.66M 0.56% -3,042 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 45,536 shares; 2025Q1: 24,245 shares; 2025Q2: 26,448 shares; 2025Q3: 35,104 shares; 2025Q4: 35,004 shares 35,004 $8.79M 0.51% -100 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,706 shares; 2024Q4: 18,879 shares; 2025Q1: 19,033 shares; 2025Q2: 19,293 shares; 2025Q3: 19,575 shares; 2025Q4: 18,931 shares 18,931 $8.43M 0.49% -644 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,475 shares; 2024Q4: 49,459 shares; 2025Q1: 49,763 shares; 2025Q2: 49,407 shares; 2025Q3: 49,472 shares; 2025Q4: 51,319 shares 51,319 $8.31M 0.48% +1,847 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,159 shares; 2024Q4: 46,029 shares; 2025Q1: 43,508 shares; 2025Q2: 43,002 shares; 2025Q3: 39,224 shares; 2025Q4: 38,744 shares 38,744 $8.15M 0.47% -480 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 237,705 shares; 2024Q4: 237,705 shares; 2025Q1: 251,485 shares; 2025Q2: 254,651 shares; 2025Q3: 251,751 shares; 2025Q4: 251,751 shares 251,751 $8.07M 0.47% 0 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,939 shares; 2024Q4: 56,375 shares; 2025Q1: 55,346 shares; 2025Q2: 55,519 shares; 2025Q3: 35,663 shares; 2025Q4: 35,297 shares 35,297 $7.76M 0.45% -366 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: 32,999 shares; 2024Q4: 31,694 shares; 2025Q1: 30,762 shares; 2025Q2: 30,794 shares; 2025Q3: 30,209 shares; 2025Q4: 32,193 shares 32,193 $7.43M 0.43% +1,984 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,512 shares; 2024Q4: 50,368 shares; 2025Q1: 117,994 shares; 2025Q2: 119,468 shares; 2025Q3: 119,823 shares; 2025Q4: 120,243 shares 120,243 $7.26M 0.42% +420 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: 17,979 shares; 2024Q4: 16,860 shares; 2025Q1: 17,860 shares; 2025Q2: 17,160 shares; 2025Q3: 17,375 shares; 2025Q4: 17,675 shares 17,675 $7M 0.41% +300 Timeline BC BRUNSWICK CORP More: the full row for BRUNSWICK 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: 86,853 shares; 2025Q3: 87,607 shares; 2025Q4: 88,291 shares 88,291 $6.55M 0.38% +684 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: 15,361 shares; 2024Q4: 15,534 shares; 2025Q1: 19,110 shares; 2025Q2: 19,323 shares; 2025Q3: 19,329 shares; 2025Q4: 19,734 shares 19,734 $6.36M 0.37% +405 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,102 shares; 2024Q4: 28,851 shares; 2025Q1: 28,481 shares; 2025Q2: 28,142 shares; 2025Q3: 23,497 shares; 2025Q4: 49,999 shares 49,999 $5.97M 0.35% +26,502 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,842 shares; 2024Q4: 19,902 shares; 2025Q1: 21,362 shares; 2025Q2: 21,986 shares; 2025Q3: 22,012 shares; 2025Q4: 13,634 shares 13,634 $5.75M 0.33% -8,378 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,500 shares; 2024Q4: 9,500 shares; 2025Q1: 66,154 shares; 2025Q2: 66,259 shares; 2025Q3: 66,528 shares; 2025Q4: 66,353 shares 66,353 $5.66M 0.33% -175 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,453 shares; 2025Q4: 15,560 shares 15,560 $5.26M 0.3% +107 Timeline XT 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: 124,084 shares; 2024Q4: 119,680 shares; 2025Q1: 111,663 shares; 2025Q2: 108,171 shares; 2025Q3: 73,886 shares; 2025Q4: 73,631 shares 73,631 $5.14M 0.3% -255 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: 1,299 shares; 2024Q4: 1,428 shares; 2025Q1: 8,577 shares; 2025Q2: 10,924 shares; 2025Q3: 11,125 shares; 2025Q4: 11,411 shares 11,411 $5.13M 0.3% +286 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: 64,515 shares; 2024Q4: 62,215 shares; 2025Q1: 58,755 shares; 2025Q2: 57,506 shares; 2025Q3: 57,130 shares; 2025Q4: 57,130 shares 57,130 $5.11M 0.3% 0 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: 30,199 shares; 2024Q4: 30,746 shares; 2025Q1: 31,808 shares; 2025Q2: 33,418 shares; 2025Q3: 15,102 shares; 2025Q4: 15,340 shares 15,340 $5.06M 0.29% +238 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,534 shares; 2024Q4: 10,534 shares; 2025Q1: 10,534 shares; 2025Q2: 10,534 shares; 2025Q3: 10,534 shares; 2025Q4: 10,534 shares 10,534 $4.99M 0.29% 0 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,130 shares 18,130 $4.59M 0.27% 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: 28,459 shares; 2024Q4: 28,611 shares; 2025Q1: 29,245 shares; 2025Q2: 29,224 shares; 2025Q3: 29,027 shares; 2025Q4: 28,868 shares 28,868 $4.4M 0.26% -159 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: 1,397 shares; 2024Q4: 4,337 shares; 2025Q1: 4,422 shares; 2025Q2: 4,592 shares; 2025Q3: 14,063 shares; 2025Q4: 14,063 shares 14,063 $4.27M 0.25% 0 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: 27,478 shares; 2025Q1: 28,444 shares; 2025Q2: 32,012 shares; 2025Q3: 31,609 shares; 2025Q4: 32,561 shares 32,561 $4.27M 0.25% +952 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: 5,796 shares; 2024Q4: 5,821 shares; 2025Q1: 6,417 shares; 2025Q2: 6,614 shares; 2025Q3: 6,685 shares; 2025Q4: 7,108 shares 7,108 $4.06M 0.24% +423 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,664 shares; 2025Q3: 26,665 shares; 2025Q4: 26,736 shares 26,736 $3.98M 0.23% +71 Timeline IHI 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: 99,517 shares; 2024Q4: 106,872 shares; 2025Q1: 104,435 shares; 2025Q2: 101,540 shares; 2025Q3: 63,816 shares; 2025Q4: 63,386 shares 63,386 $3.94M 0.23% -430 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,230 shares; 2025Q1: 22,282 shares; 2025Q2: 23,476 shares; 2025Q3: 23,641 shares; 2025Q4: 24,225 shares 24,225 $3.9M 0.23% +584 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: 7,490 shares; 2024Q4: 7,380 shares; 2025Q1: 6,930 shares; 2025Q2: 6,864 shares; 2025Q3: 6,445 shares; 2025Q4: 6,308 shares 6,308 $3.81M 0.22% -137 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: 19,590 shares; 2024Q4: 19,590 shares; 2025Q1: 19,590 shares; 2025Q2: 19,590 shares; 2025Q3: 19,590 shares; 2025Q4: 19,590 shares 19,590 $3.74M 0.22% 0 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,855 shares; 2024Q4: 3,855 shares; 2025Q1: 3,855 shares; 2025Q2: 3,855 shares; 2025Q3: 4,043 shares; 2025Q4: 5,778 shares 5,778 $3.62M 0.21% +1,735 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 134,338 shares; 2024Q4: 130,832 shares; 2025Q1: 130,836 shares; 2025Q2: 130,840 shares; 2025Q3: 130,845 shares; 2025Q4: 132,940 shares 132,940 $3.5M 0.2% +2,095 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,655 shares; 2024Q4: 11,655 shares; 2025Q1: 11,585 shares; 2025Q2: 11,585 shares; 2025Q3: 11,585 shares; 2025Q4: 23,170 shares 23,170 $3.34M 0.19% +11,585 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,448 shares; 2025Q4: 10,741 shares 10,741 $3.18M 0.18% +293 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: 5,097 shares; 2024Q4: 5,052 shares; 2025Q1: 5,230 shares; 2025Q2: 5,552 shares; 2025Q3: 5,297 shares; 2025Q4: 5,524 shares 5,524 $3.13M 0.18% +227 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,700 shares; 2024Q4: 31,700 shares; 2025Q1: 31,700 shares; 2025Q2: 31,700 shares; 2025Q3: 31,700 shares; 2025Q4: 31,700 shares 31,700 $3.07M 0.18% 0 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: 5,260 shares; 2024Q4: 5,264 shares; 2025Q1: 4,838 shares; 2025Q2: 4,822 shares; 2025Q3: 5,462 shares; 2025Q4: 4,466 shares 4,466 $3.06M 0.18% -996 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: 9,538 shares; 2024Q4: 9,538 shares; 2025Q1: 10,179 shares; 2025Q2: 10,573 shares; 2025Q3: 10,334 shares; 2025Q4: 9,994 shares 9,994 $2.65M 0.15% -340 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: 9,095 shares; 2024Q4: 8,830 shares; 2025Q1: 8,695 shares; 2025Q2: 8,563 shares; 2025Q3: 8,563 shares; 2025Q4: 8,563 shares 8,563 $2.64M 0.15% 0 Timeline SCHB 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: 32,417 shares; 2024Q4: 100,334 shares; 2025Q1: 100,654 shares; 2025Q2: 100,537 shares; 2025Q3: 99,924 shares; 2025Q4: 98,804 shares 98,804 $2.59M 0.15% -1,120 Timeline STEL STELLAR BANCORP INC More: the full row for STELLAR BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,842 shares; 2024Q4: 79,873 shares; 2025Q1: 79,906 shares; 2025Q2: 79,938 shares; 2025Q3: 79,968 shares; 2025Q4: 83,079 shares 83,079 $2.57M 0.15% +3,111 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,177 shares; 2024Q4: 6,184 shares; 2025Q1: 6,193 shares; 2025Q2: 6,193 shares; 2025Q3: 6,454 shares; 2025Q4: 8,338 shares 8,338 $2.42M 0.14% +1,884 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 387 shares; 2024Q4: 385 shares; 2025Q1: 403 shares; 2025Q2: 418 shares; 2025Q3: 424 shares; 2025Q4: 445 shares 445 $2.38M 0.14% +21 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: 1,138 shares; 2024Q4: 1,138 shares; 2025Q1: 1,315 shares; 2025Q2: 1,304 shares; 2025Q3: 1,314 shares; 2025Q4: 25,300 shares 25,300 $2.37M 0.14% +23,986 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,263 shares; 2024Q4: 3,263 shares; 2025Q1: 3,525 shares; 2025Q2: 3,756 shares; 2025Q3: 3,815 shares; 2025Q4: 4,016 shares 4,016 $2.3M 0.13% +201 Timeline MTSI MACOM TECH SOLUTIONS HLDGS I More: the full row for MACOM TECH SOLUTIONS HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,419 shares; 2024Q4: 28,419 shares; 2025Q1: 13,419 shares; 2025Q2: 12,919 shares; 2025Q3: 12,919 shares; 2025Q4: 12,919 shares 12,919 $2.21M 0.13% 0 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 37,627 shares; 2025Q1: 37,700 shares; 2025Q2: 38,674 shares; 2025Q3: 38,832 shares; 2025Q4: 38,960 shares 38,960 $2.09M 0.12% +128 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,151 shares; 2024Q4: 11,296 shares; 2025Q1: 44,245 shares; 2025Q2: 43,370 shares; 2025Q3: 28,714 shares; 2025Q4: 27,631 shares 27,631 $2.03M 0.12% -1,083 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: 20,450 shares; 2025Q1: 20,410 shares; 2025Q2: 11,370 shares; 2025Q3: 11,370 shares; 2025Q4: 11,373 shares 11,373 $1.95M 0.11% +3 Timeline IBDW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,675 shares; 2024Q4: 73,310 shares; 2025Q1: 81,130 shares; 2025Q2: 86,845 shares; 2025Q3: 90,615 shares; 2025Q4: 91,635 shares 91,635 $1.94M 0.11% +1,020 Timeline IBDV 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: 51,530 shares; 2024Q4: 75,945 shares; 2025Q1: 82,235 shares; 2025Q2: 82,170 shares; 2025Q3: 85,830 shares; 2025Q4: 86,810 shares 86,810 $1.92M 0.11% +980 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,892 shares; 2024Q4: 28,132 shares; 2025Q1: 31,536 shares; 2025Q2: 32,981 shares; 2025Q3: 31,376 shares; 2025Q4: 31,838 shares 31,838 $1.91M 0.11% +462 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,205 shares; 2024Q4: 10,467 shares; 2025Q1: 13,700 shares; 2025Q2: 13,922 shares; 2025Q3: 14,021 shares; 2025Q4: 14,071 shares 14,071 $1.82M 0.11% +50 Timeline IBDT 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: 60,070 shares; 2024Q4: 64,465 shares; 2025Q1: 64,085 shares; 2025Q2: 66,490 shares; 2025Q3: 69,600 shares; 2025Q4: 69,780 shares 69,780 $1.78M 0.1% +180 Timeline IBDU 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: 60,845 shares; 2024Q4: 68,680 shares; 2025Q1: 74,570 shares; 2025Q2: 74,050 shares; 2025Q3: 74,890 shares; 2025Q4: 75,320 shares 75,320 $1.76M 0.1% +430 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 796 shares; 2025Q2: 835 shares; 2025Q3: 848 shares; 2025Q4: 873 shares 873 $1.76M 0.1% +25 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: 5,996 shares; 2024Q4: 5,996 shares; 2025Q1: 5,896 shares; 2025Q2: 5,896 shares; 2025Q3: 5,896 shares; 2025Q4: 7,096 shares 7,096 $1.75M 0.1% +1,200 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,484 shares; 2024Q4: 13,265 shares; 2025Q1: 14,768 shares; 2025Q2: 13,049 shares; 2025Q3: 11,861 shares; 2025Q4: 11,868 shares 11,868 $1.7M 0.1% +7 Timeline IBDX 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: 26,960 shares; 2024Q4: 48,940 shares; 2025Q1: 54,960 shares; 2025Q2: 57,210 shares; 2025Q3: 60,010 shares; 2025Q4: 65,850 shares 65,850 $1.68M 0.1% +5,840 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,620 shares; 2024Q4: 25,910 shares; 2025Q1: 33,840 shares; 2025Q2: 32,640 shares; 2025Q3: 32,890 shares; 2025Q4: 33,190 shares 33,190 $1.68M 0.1% +300 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: 19,558 shares; 2024Q4: 18,518 shares; 2025Q1: 22,717 shares; 2025Q2: 23,231 shares; 2025Q3: 21,083 shares; 2025Q4: 20,876 shares 20,876 $1.68M 0.1% -207 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,111 shares; 2024Q4: 3,111 shares; 2025Q1: 3,111 shares; 2025Q2: 3,123 shares; 2025Q3: 3,093 shares; 2025Q4: 3,397 shares 3,397 $1.64M 0.1% +304 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,696 shares; 2025Q1: 3,666 shares; 2025Q2: 4,070 shares; 2025Q3: 4,110 shares; 2025Q4: 2,874 shares 2,874 $1.63M 0.09% -1,236 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,840 shares; 2024Q4: 56,003 shares; 2025Q1: 53,213 shares; 2025Q2: 53,031 shares; 2025Q3: 49,997 shares; 2025Q4: 49,004 shares 49,004 $1.6M 0.09% -993 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,825 shares; 2024Q4: 13,823 shares; 2025Q1: 12,250 shares; 2025Q2: 12,078 shares; 2025Q3: 12,076 shares; 2025Q4: 12,074 shares 12,074 $1.57M 0.09% -2 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: 5,584 shares; 2024Q4: 5,587 shares; 2025Q1: 5,900 shares; 2025Q2: 6,546 shares; 2025Q3: 5,924 shares; 2025Q4: 7,086 shares 7,086 $1.56M 0.09% +1,162 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,573 shares; 2024Q4: 19,213 shares; 2025Q1: 18,888 shares; 2025Q2: 18,880 shares; 2025Q3: 14,496 shares; 2025Q4: 14,481 shares 14,481 $1.53M 0.09% -15 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,164 shares; 2024Q4: 23,183 shares; 2025Q1: 22,661 shares; 2025Q2: 21,378 shares; 2025Q3: 21,388 shares; 2025Q4: 21,408 shares 21,408 $1.5M 0.09% +20 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,611 shares; 2024Q4: 65,186 shares; 2025Q1: 64,146 shares; 2025Q2: 63,251 shares; 2025Q3: 62,171 shares; 2025Q4: 60,850 shares 60,850 $1.47M 0.09% -1,321 Timeline BSJR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,750 shares; 2024Q4: 66,580 shares; 2025Q1: 67,330 shares; 2025Q2: 66,170 shares; 2025Q3: 65,270 shares; 2025Q4: 65,145 shares 65,145 $1.47M 0.09% -125 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: 17,131 shares; 2024Q4: 17,308 shares; 2025Q1: 16,503 shares; 2025Q2: 15,098 shares; 2025Q3: 14,233 shares; 2025Q4: 13,990 shares 13,990 $1.47M 0.09% -243 Timeline IBDS 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: 56,867 shares; 2024Q4: 59,207 shares; 2025Q1: 59,387 shares; 2025Q2: 61,317 shares; 2025Q3: 61,556 shares; 2025Q4: 60,237 shares 60,237 $1.46M 0.08% -1,319 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: 1,546 shares; 2025Q4: 1,546 shares 1,546 $1.44M 0.08% 0 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,524 shares; 2025Q2: 5,723 shares; 2025Q3: 5,818 shares; 2025Q4: 3,831 shares 3,831 $1.42M 0.08% -1,987 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,953 shares; 2024Q4: 61,892 shares; 2025Q1: 63,792 shares; 2025Q2: 61,897 shares; 2025Q3: 61,492 shares; 2025Q4: 70,577 shares 70,577 $1.39M 0.08% +9,085 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,734 shares; 2025Q3: 5,734 shares; 2025Q4: 5,736 shares 5,736 $1.39M 0.08% +2 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,850 shares; 2024Q4: 9,350 shares; 2025Q1: 9,975 shares; 2025Q2: 12,295 shares; 2025Q3: 10,779 shares; 2025Q4: 10,779 shares 10,779 $1.37M 0.08% 0 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: 12,860 shares; 2024Q4: 12,933 shares; 2025Q1: 13,157 shares; 2025Q2: 13,392 shares; 2025Q3: 13,392 shares; 2025Q4: 14,502 shares 14,502 $1.35M 0.08% +1,110 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,580 shares; 2024Q4: 2,625 shares; 2025Q1: 3,018 shares; 2025Q2: 3,231 shares; 2025Q3: 3,831 shares; 2025Q4: 3,814 shares 3,814 $1.35M 0.08% -17 Timeline KBE 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: 32,690 shares; 2024Q4: 32,690 shares; 2025Q1: 32,690 shares; 2025Q2: 32,690 shares; 2025Q3: 32,690 shares; 2025Q4: 22,090 shares 22,090 $1.34M 0.08% -10,600 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: 8,080 shares; 2024Q4: 8,195 shares; 2025Q1: 9,124 shares; 2025Q2: 9,197 shares; 2025Q3: 10,671 shares; 2025Q4: 11,351 shares 11,351 $1.33M 0.08% +680 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,128 shares 7,128 $1.31M 0.08% new 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: 6,047 shares; 2024Q4: 6,045 shares; 2025Q1: 5,845 shares; 2025Q2: 5,860 shares; 2025Q3: 5,734 shares; 2025Q4: 5,682 shares 5,682 $1.3M 0.08% -52 Timeline BSJQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,862 shares; 2024Q4: 60,312 shares; 2025Q1: 58,542 shares; 2025Q2: 57,422 shares; 2025Q3: 56,502 shares; 2025Q4: 55,010 shares 55,010 $1.28M 0.07% -1,492 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,260 shares; 2024Q4: 86,704 shares; 2025Q1: 95,919 shares; 2025Q2: 13,172 shares; 2025Q3: 7,425 shares; 2025Q4: 8,308 shares 8,308 $1.28M 0.07% +883 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,883 shares; 2024Q4: 61,597 shares; 2025Q1: 61,572 shares; 2025Q2: 55,767 shares; 2025Q3: 55,767 shares; 2025Q4: 65,151 shares 65,151 $1.28M 0.07% +9,384 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,487 shares; 2024Q4: 2,487 shares; 2025Q1: 2,487 shares; 2025Q2: 2,487 shares; 2025Q3: 2,487 shares; 2025Q4: 2,487 shares 2,487 $1.27M 0.07% 0 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,272 shares; 2024Q4: 18,272 shares; 2025Q1: 18,272 shares; 2025Q2: 18,272 shares; 2025Q3: 18,272 shares; 2025Q4: 27,405 shares 27,405 $1.26M 0.07% +9,133 Timeline IBDY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,480 shares; 2024Q4: 41,840 shares; 2025Q1: 47,100 shares; 2025Q2: 46,715 shares; 2025Q3: 47,215 shares; 2025Q4: 48,035 shares 48,035 $1.26M 0.07% +820 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: 8,313 shares; 2024Q4: 8,233 shares; 2025Q1: 9,230 shares; 2025Q2: 8,968 shares; 2025Q3: 8,742 shares; 2025Q4: 8,667 shares 8,667 $1.24M 0.07% -75 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,340 shares; 2025Q4: 2,020 shares 2,020 $1.24M 0.07% +680 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,367 shares; 2024Q4: 54,938 shares; 2025Q1: 50,000 shares; 2025Q2: 50,000 shares; 2025Q3: 50,000 shares; 2025Q4: 50,000 shares 50,000 $1.22M 0.07% 0 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: 5,147 shares; 2024Q4: 5,242 shares; 2025Q1: 5,264 shares; 2025Q2: 5,690 shares; 2025Q3: 6,440 shares; 2025Q4: 5,707 shares 5,707 $1.21M 0.07% -733 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,268 shares; 2024Q4: 58,032 shares; 2025Q1: 59,932 shares; 2025Q2: 57,872 shares; 2025Q3: 57,672 shares; 2025Q4: 58,698 shares 58,698 $1.21M 0.07% +1,026 Timeline BSJS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,260 shares; 2024Q4: 52,040 shares; 2025Q1: 52,810 shares; 2025Q2: 52,060 shares; 2025Q3: 53,410 shares; 2025Q4: 54,320 shares 54,320 $1.2M 0.07% +910 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,873 shares; 2024Q4: 40,348 shares; 2025Q1: 42,018 shares; 2025Q2: 45,511 shares; 2025Q3: 45,920 shares; 2025Q4: 30,165 shares 30,165 $1.18M 0.07% -15,755 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,680 shares; 2024Q4: 15,535 shares; 2025Q1: 15,505 shares; 2025Q2: 15,505 shares; 2025Q3: 21,960 shares; 2025Q4: 22,120 shares 22,120 $1.11M 0.06% +160 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,868 shares; 2024Q4: 12,583 shares; 2025Q1: 12,183 shares; 2025Q2: 12,183 shares; 2025Q3: 12,183 shares; 2025Q4: 12,163 shares 12,163 $1.11M 0.06% -20 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,950 shares; 2024Q4: 3,950 shares; 2025Q1: 3,950 shares; 2025Q2: 3,950 shares; 2025Q3: 3,950 shares; 2025Q4: 5,760 shares 5,760 $1.1M 0.06% +1,810 Timeline AU ANGLOGOLD ASHANTI PLC More: the full row for ANGLOGOLD ASHANTI 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: 12,935 shares 12,935 $1.1M 0.06% new Timeline UI UBIQUITI INC More: the full row for UBIQUITI 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: 3,034 shares; 2025Q4: 1,984 shares 1,984 $1.1M 0.06% -1,050 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,282 shares; 2024Q4: 25,962 shares; 2025Q1: 34,702 shares; 2025Q2: 37,031 shares; 2025Q3: 38,730 shares; 2025Q4: 39,227 shares 39,227 $1.08M 0.06% +497 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,419 shares 1,419 $1.07M 0.06% new Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,500 shares; 2024Q4: 2,000 shares; 2025Q1: 2,200 shares; 2025Q2: 2,209 shares; 2025Q3: 2,209 shares; 2025Q4: 2,269 shares 2,269 $1.06M 0.06% +60 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,838 shares; 2024Q4: 12,378 shares; 2025Q1: 11,932 shares; 2025Q2: 10,907 shares; 2025Q3: 10,629 shares; 2025Q4: 10,624 shares 10,624 $1.06M 0.06% -5 Timeline FTK FLOTEK INDUSTRIES INC More: the full row for FLOTEK INDUSTRIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,420 shares; 2024Q4: 61,420 shares; 2025Q1: 61,420 shares; 2025Q2: 61,420 shares; 2025Q3: 61,420 shares; 2025Q4: 61,420 shares 61,420 $1.06M 0.06% 0 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,424 shares 3,424 $1.06M 0.06% new Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,981 shares; 2024Q4: 1,566 shares; 2025Q1: 4,364 shares; 2025Q2: 4,218 shares; 2025Q3: 4,218 shares; 2025Q4: 4,350 shares 4,350 $1.05M 0.06% +132 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,042 shares; 2024Q4: 6,093 shares; 2025Q1: 7,876 shares; 2025Q2: 7,876 shares; 2025Q3: 7,876 shares; 2025Q4: 7,879 shares 7,879 $1.05M 0.06% +3 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: 15,486 shares; 2024Q4: 15,486 shares; 2025Q1: 15,486 shares; 2025Q2: 15,486 shares; 2025Q3: 15,486 shares; 2025Q4: 15,462 shares 15,462 $1.04M 0.06% -24 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,761 shares; 2024Q4: 2,761 shares; 2025Q1: 2,751 shares; 2025Q2: 2,751 shares; 2025Q3: 2,751 shares; 2025Q4: 2,751 shares 2,751 $1.03M 0.06% 0 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: 2,155 shares; 2024Q4: 2,355 shares; 2025Q1: 2,245 shares; 2025Q2: 2,235 shares; 2025Q3: 2,235 shares; 2025Q4: 2,195 shares 2,195 $1.02M 0.06% -40 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,705 shares; 2024Q4: 52,720 shares; 2025Q1: 53,120 shares; 2025Q2: 52,850 shares; 2025Q3: 52,850 shares; 2025Q4: 53,980 shares 53,980 $1.02M 0.06% +1,130 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: 3,087 shares; 2024Q4: 3,357 shares; 2025Q1: 3,892 shares; 2025Q2: 3,894 shares; 2025Q3: 3,820 shares; 2025Q4: 4,844 shares 4,844 $1M 0.06% +1,024 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,754 shares; 2024Q4: 14,369 shares; 2025Q1: 13,967 shares; 2025Q2: 13,844 shares; 2025Q3: 12,183 shares; 2025Q4: 10,629 shares 10,629 $995K 0.06% -1,554 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: 4,818 shares; 2024Q4: 4,409 shares; 2025Q1: 7,306 shares; 2025Q2: 7,151 shares; 2025Q3: 6,760 shares; 2025Q4: 7,830 shares 7,830 $981K 0.06% +1,070 Timeline VNT VONTIER CORPORATION More: the full row for VONTIER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,060 shares; 2024Q4: 26,060 shares; 2025Q1: 26,060 shares; 2025Q2: 26,060 shares; 2025Q3: 26,060 shares; 2025Q4: 26,060 shares 26,060 $969K 0.06% 0 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,285 shares; 2024Q4: 4,435 shares; 2025Q1: 4,348 shares; 2025Q2: 5,914 shares; 2025Q3: 5,904 shares; 2025Q4: 5,855 shares 5,855 $945K 0.05% -49 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,343 shares; 2024Q4: 5,023 shares; 2025Q1: 4,979 shares; 2025Q2: 5,319 shares; 2025Q3: 3,617 shares; 2025Q4: 3,630 shares 3,630 $942K 0.05% +13 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: 5,929 shares; 2024Q4: 1,829 shares; 2025Q1: 1,700 shares; 2025Q2: 1,559 shares; 2025Q3: 1,453 shares; 2025Q4: 1,588 shares 1,588 $920K 0.05% +135 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,394 shares; 2024Q4: 3,406 shares; 2025Q1: 3,413 shares; 2025Q2: 3,413 shares; 2025Q3: 3,419 shares; 2025Q4: 3,431 shares 3,431 $885K 0.05% +12 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 943 shares; 2024Q4: 943 shares; 2025Q1: 2,747 shares; 2025Q2: 2,832 shares; 2025Q3: 2,832 shares; 2025Q4: 2,832 shares 2,832 $884K 0.05% 0 Timeline BSCU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,765 shares; 2024Q4: 49,470 shares; 2025Q1: 50,270 shares; 2025Q2: 51,670 shares; 2025Q3: 51,670 shares; 2025Q4: 51,670 shares 51,670 $874K 0.05% 0 Timeline TQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,417 shares; 2024Q4: 7,436 shares; 2025Q1: 7,436 shares; 2025Q2: 9,996 shares; 2025Q3: 9,996 shares; 2025Q4: 16,522 shares 16,522 $871K 0.05% +6,526 Timeline BSJT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,140 shares; 2024Q4: 37,910 shares; 2025Q1: 39,915 shares; 2025Q2: 39,880 shares; 2025Q3: 38,830 shares; 2025Q4: 39,760 shares 39,760 $855K 0.05% +930 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: 938 shares; 2024Q4: 885 shares; 2025Q1: 1,761 shares; 2025Q2: 1,444 shares; 2025Q3: 1,444 shares; 2025Q4: 2,607 shares 2,607 $853K 0.05% +1,163 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,449 shares; 2024Q4: 2,208 shares; 2025Q1: 3,549 shares; 2025Q2: 3,471 shares; 2025Q3: 3,432 shares; 2025Q4: 3,433 shares 3,433 $845K 0.05% +1 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,447 shares; 2025Q2: 15,447 shares; 2025Q3: 15,447 shares; 2025Q4: 15,447 shares 15,447 $824K 0.05% 0 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,675 shares; 2024Q4: 4,845 shares; 2025Q1: 4,955 shares; 2025Q2: 4,972 shares; 2025Q3: 5,042 shares; 2025Q4: 5,044 shares 5,044 $817K 0.05% +2 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,493 shares; 2024Q4: 5,608 shares; 2025Q1: 5,743 shares; 2025Q2: 5,032 shares; 2025Q3: 4,986 shares; 2025Q4: 4,986 shares 4,986 $811K 0.05% 0 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,236 shares; 2024Q4: 30,429 shares; 2025Q1: 31,004 shares; 2025Q2: 31,154 shares; 2025Q3: 31,440 shares; 2025Q4: 1,879 shares 1,879 $801K 0.05% -29,561 Timeline SPLV 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: 6,430 shares; 2024Q4: 6,347 shares; 2025Q1: 6,334 shares; 2025Q2: 6,343 shares; 2025Q3: 7,557 shares; 2025Q4: 10,609 shares 10,609 $758K 0.04% +3,052 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,726 shares; 2024Q4: 5,584 shares; 2025Q1: 6,062 shares; 2025Q2: 7,107 shares; 2025Q3: 7,847 shares; 2025Q4: 7,950 shares 7,950 $735K 0.04% +103 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: 2,415 shares; 2024Q4: 2,415 shares; 2025Q1: 2,775 shares; 2025Q2: 2,905 shares; 2025Q3: 9,195 shares; 2025Q4: 3,649 shares 3,649 $711K 0.04% -5,546 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 709 shares; 2024Q4: 709 shares; 2025Q1: 921 shares; 2025Q2: 946 shares; 2025Q3: 946 shares; 2025Q4: 4,605 shares 4,605 $705K 0.04% +3,659 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: not reported; 2024Q4: not reported; 2025Q1: 7,770 shares; 2025Q2: 7,957 shares; 2025Q3: 7,957 shares; 2025Q4: 8,956 shares 8,956 $690K 0.04% +999 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,600 shares; 2024Q4: 10,600 shares; 2025Q1: 10,600 shares; 2025Q2: 10,600 shares; 2025Q3: 10,600 shares; 2025Q4: 10,600 shares 10,600 $683K 0.04% 0 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,505 shares; 2024Q4: 2,533 shares; 2025Q1: 3,825 shares; 2025Q2: 3,815 shares; 2025Q3: 3,865 shares; 2025Q4: 3,811 shares 3,811 $677K 0.04% -54 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: 5,340 shares; 2024Q4: 5,340 shares; 2025Q1: 5,340 shares; 2025Q2: 5,275 shares; 2025Q3: 5,220 shares; 2025Q4: 10,185 shares 10,185 $672K 0.04% +4,965 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,470 shares 10,470 $654K 0.04% new Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,866 shares; 2024Q4: 4,947 shares; 2025Q1: 5,102 shares; 2025Q2: 4,947 shares; 2025Q3: 3,891 shares; 2025Q4: 3,891 shares 3,891 $633K 0.04% 0 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,497 shares; 2024Q4: 4,497 shares; 2025Q1: 6,664 shares; 2025Q2: 5,880 shares; 2025Q3: 5,656 shares; 2025Q4: 5,618 shares 5,618 $630K 0.04% -38 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,079 shares; 2024Q4: 1,079 shares; 2025Q1: 2,879 shares; 2025Q2: 2,376 shares; 2025Q3: 2,376 shares; 2025Q4: 2,322 shares 2,322 $630K 0.04% -54 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: 5,222 shares; 2024Q4: 5,222 shares; 2025Q1: 5,426 shares; 2025Q2: 5,426 shares; 2025Q3: 5,096 shares; 2025Q4: 5,096 shares 5,096 $628K 0.04% 0 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,257 shares; 2024Q4: 6,257 shares; 2025Q1: 6,449 shares; 2025Q2: 6,449 shares; 2025Q3: 6,449 shares; 2025Q4: 6,449 shares 6,449 $621K 0.04% 0 Timeline TYG TORTOISE ENERGY INFRSTRCTR C More: the full row for TORTOISE ENERGY INFRSTRCTR C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,000 shares; 2025Q2: 15,000 shares; 2025Q3: 15,000 shares; 2025Q4: 15,000 shares 15,000 $614K 0.04% 0 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,076 shares; 2024Q4: 13,076 shares; 2025Q1: 12,679 shares; 2025Q2: 12,679 shares; 2025Q3: 12,679 shares; 2025Q4: 12,679 shares 12,679 $606K 0.04% 0 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,563 shares; 2025Q2: 1,618 shares; 2025Q3: 1,618 shares; 2025Q4: 1,780 shares 1,780 $599K 0.03% +162 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: 5,757 shares; 2024Q4: 6,002 shares; 2025Q1: 6,199 shares; 2025Q2: 7,122 shares; 2025Q3: 4,564 shares; 2025Q4: 4,679 shares 4,679 $597K 0.03% +115 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,903 shares; 2024Q4: 3,043 shares; 2025Q1: 3,470 shares; 2025Q2: 4,292 shares; 2025Q3: 4,461 shares; 2025Q4: 4,555 shares 4,555 $577K 0.03% +94 Timeline IEX IDEX CORP More: the full row for IDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,221 shares; 2024Q4: 3,221 shares; 2025Q1: 3,221 shares; 2025Q2: 3,221 shares; 2025Q3: 3,221 shares; 2025Q4: 3,221 shares 3,221 $573K 0.03% 0 Timeline IBDZ 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: 13,175 shares; 2025Q1: 16,225 shares; 2025Q2: 18,085 shares; 2025Q3: 20,835 shares; 2025Q4: 20,835 shares 20,835 $549K 0.03% 0 Timeline CCJ CAMECO CORP More: the full row for CAMECO 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: 6,150 shares; 2025Q2: 5,980 shares; 2025Q3: 5,980 shares; 2025Q4: 5,980 shares 5,980 $547K 0.03% 0 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,101 shares; 2025Q4: 3,991 shares 3,991 $544K 0.03% -4,110 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,101 shares; 2024Q4: 1,101 shares; 2025Q1: 1,101 shares; 2025Q2: 1,101 shares; 2025Q3: 1,101 shares; 2025Q4: 1,103 shares 1,103 $541K 0.03% +2 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: 1,613 shares; 2024Q4: 1,726 shares; 2025Q1: 1,671 shares; 2025Q2: 2,007 shares; 2025Q3: 2,089 shares; 2025Q4: 2,037 shares 2,037 $535K 0.03% -52 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,244 shares; 2024Q4: 2,244 shares; 2025Q1: 2,371 shares; 2025Q2: 2,371 shares; 2025Q3: 2,371 shares; 2025Q4: 2,371 shares 2,371 $529K 0.03% 0 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: 5,190 shares; 2024Q4: 5,058 shares; 2025Q1: 8,390 shares; 2025Q2: 8,563 shares; 2025Q3: 8,563 shares; 2025Q4: 9,579 shares 9,579 $527K 0.03% +1,016 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,234 shares; 2024Q4: 1,234 shares; 2025Q1: 1,609 shares; 2025Q2: 1,612 shares; 2025Q3: 1,574 shares; 2025Q4: 1,784 shares 1,784 $517K 0.03% +210 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,856 shares; 2025Q2: 4,650 shares; 2025Q3: 4,760 shares; 2025Q4: 4,871 shares 4,871 $514K 0.03% +111 Timeline CALM CAL MAINE FOODS INC More: the full row for CAL MAINE FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,321 shares; 2024Q4: 6,321 shares; 2025Q1: 6,321 shares; 2025Q2: 6,321 shares; 2025Q3: 6,321 shares; 2025Q4: 6,321 shares 6,321 $503K 0.03% 0 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,064 shares; 2024Q4: 2,064 shares; 2025Q1: 2,423 shares; 2025Q2: 2,423 shares; 2025Q3: 2,423 shares; 2025Q4: 2,423 shares 2,423 $497K 0.03% 0 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,375 shares; 2024Q4: 10,375 shares; 2025Q1: 10,375 shares; 2025Q2: 10,375 shares; 2025Q3: 10,375 shares; 2025Q4: 10,375 shares 10,375 $488K 0.03% 0 Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,200 shares; 2024Q4: 8,200 shares; 2025Q1: 8,200 shares; 2025Q2: 8,200 shares; 2025Q3: 8,200 shares; 2025Q4: 8,200 shares 8,200 $485K 0.03% 0 Timeline ATEC ALPHATEC HLDGS INC More: the full row for ALPHATEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 14,920 shares; 2025Q4: 22,945 shares 22,945 $483K 0.03% +8,025 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: 6,595 shares; 2024Q4: 7,125 shares; 2025Q1: 8,172 shares; 2025Q2: 10,315 shares; 2025Q3: 10,706 shares; 2025Q4: 10,990 shares 10,990 $479K 0.03% +284 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,307 shares; 2025Q2: 6,066 shares; 2025Q3: 6,201 shares; 2025Q4: 6,385 shares 6,385 $472K 0.03% +184 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,271 shares; 2025Q2: 4,271 shares; 2025Q3: 4,271 shares; 2025Q4: 4,271 shares 4,271 $471K 0.03% 0 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: not reported; 2025Q1: 2,788 shares; 2025Q2: 2,907 shares; 2025Q3: 2,907 shares; 2025Q4: 2,907 shares 2,907 $466K 0.03% 0 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,381 shares; 2025Q2: 2,496 shares; 2025Q3: 1,880 shares; 2025Q4: 2,525 shares 2,525 $463K 0.03% +645 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,008 shares; 2025Q2: 6,180 shares; 2025Q3: 6,390 shares; 2025Q4: 6,553 shares 6,553 $458K 0.03% +163 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,998 shares; 2024Q4: 30,403 shares; 2025Q1: 32,723 shares; 2025Q2: 22,711 shares; 2025Q3: 23,140 shares; 2025Q4: 22,555 shares 22,555 $456K 0.03% -585 Timeline ADX ADAMS DIVERSIFIED EQUITY FD More: the full row for ADAMS DIVERSIFIED EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,383 shares 19,383 $452K 0.03% new Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,917 shares; 2024Q4: 6,217 shares; 2025Q1: 3,017 shares; 2025Q2: 2,872 shares; 2025Q3: 3,012 shares; 2025Q4: 2,892 shares 2,892 $435K 0.03% -120 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,707 shares; 2024Q4: 2,897 shares; 2025Q1: 3,536 shares; 2025Q2: 4,744 shares; 2025Q3: 4,959 shares; 2025Q4: 5,141 shares 5,141 $413K 0.02% +182 Timeline BSJU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,860 shares; 2025Q1: 13,165 shares; 2025Q2: 13,780 shares; 2025Q3: 14,880 shares; 2025Q4: 15,650 shares 15,650 $409K 0.02% +770 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,486 shares; 2024Q4: 1,486 shares; 2025Q1: 1,486 shares; 2025Q2: 1,474 shares; 2025Q3: 1,430 shares; 2025Q4: 1,430 shares 1,430 $405K 0.02% 0 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,295 shares; 2024Q4: 1,295 shares; 2025Q1: 1,340 shares; 2025Q2: 1,340 shares; 2025Q3: 1,340 shares; 2025Q4: 1,340 shares 1,340 $405K 0.02% 0 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: 5,266 shares; 2024Q4: 5,299 shares; 2025Q1: 5,332 shares; 2025Q2: 5,366 shares; 2025Q3: 5,399 shares; 2025Q4: 5,433 shares 5,433 $400K 0.02% +34 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 421 shares; 2025Q2: 428 shares; 2025Q3: 373 shares; 2025Q4: 374 shares 374 $400K 0.02% +1 Timeline SCZ 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: 4,930 shares 4,930 $382K 0.02% new Timeline VNOM VIPER ENERGY INC More: the full row for VIPER ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,829 shares; 2025Q4: 9,829 shares 9,829 $380K 0.02% 0 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,500 shares; 2024Q4: 8,500 shares; 2025Q1: 8,500 shares; 2025Q2: 8,500 shares; 2025Q3: 8,500 shares; 2025Q4: 8,500 shares 8,500 $379K 0.02% 0 Timeline GSIE 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,820 shares 8,820 $379K 0.02% new Timeline IXN 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: 3,600 shares 3,600 $378K 0.02% new 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: 2,630 shares; 2024Q4: 3,328 shares; 2025Q1: 3,347 shares; 2025Q2: 3,427 shares; 2025Q3: 3,487 shares; 2025Q4: 3,687 shares 3,687 $368K 0.02% +200 Timeline JHML JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED 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: 4,540 shares 4,540 $363K 0.02% new Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 805 shares; 2024Q4: 655 shares; 2025Q1: 622 shares; 2025Q2: 635 shares; 2025Q3: 635 shares; 2025Q4: 635 shares 635 $362K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,185 shares 1,185 $351K 0.02% new Timeline IDMO 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: not reported; 2025Q3: 5,800 shares; 2025Q4: 6,190 shares 6,190 $344K 0.02% +390 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: 15,951 shares; 2024Q4: 16,038 shares; 2025Q1: 2,139 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,599 shares 1,599 $342K 0.02% new 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: 3,254 shares; 2024Q4: 3,254 shares; 2025Q1: 3,254 shares; 2025Q2: 3,254 shares; 2025Q3: 3,089 shares; 2025Q4: 2,840 shares 2,840 $341K 0.02% -249 Timeline BSCV INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,420 shares; 2025Q1: 20,420 shares; 2025Q2: 20,420 shares; 2025Q3: 20,420 shares; 2025Q4: 20,420 shares 20,420 $341K 0.02% 0 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE 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: 1,781 shares; 2025Q2: 2,496 shares; 2025Q3: 2,709 shares; 2025Q4: 2,609 shares 2,609 $340K 0.02% -100 Timeline RSPH INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,650 shares 10,650 $339K 0.02% new Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 278 shares; 2025Q3: 278 shares; 2025Q4: 278 shares 278 $338K 0.02% 0 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,852 shares; 2024Q4: 1,852 shares; 2025Q1: 1,852 shares; 2025Q2: 1,723 shares; 2025Q3: 1,723 shares; 2025Q4: 1,723 shares 1,723 $336K 0.02% 0 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,281 shares; 2025Q2: 1,215 shares; 2025Q3: 1,131 shares; 2025Q4: 1,131 shares 1,131 $332K 0.02% 0 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,008 shares; 2024Q4: 2,008 shares; 2025Q1: 2,008 shares; 2025Q2: 2,026 shares; 2025Q3: 2,026 shares; 2025Q4: 2,026 shares 2,026 $330K 0.02% 0 Timeline IXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,380 shares 3,380 $329K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,977 shares 12,977 $322K 0.02% new Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,174 shares; 2025Q1: 1,445 shares; 2025Q2: 1,949 shares; 2025Q3: 2,044 shares; 2025Q4: 2,082 shares 2,082 $322K 0.02% +38 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: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,337 shares 2,337 $322K 0.02% +337 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,507 shares; 2024Q4: not reported; 2025Q1: 1,858 shares; 2025Q2: 2,420 shares; 2025Q3: 2,441 shares; 2025Q4: 2,401 shares 2,401 $313K 0.02% -40 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,484 shares 8,484 $308K 0.02% new Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,838 shares; 2025Q3: 2,941 shares; 2025Q4: 3,045 shares 3,045 $304K 0.02% +104 Timeline SSB SOUTHSTATE BK CORP More: the full row for SOUTHSTATE BK 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: 3,207 shares; 2025Q4: 3,229 shares 3,229 $304K 0.02% +22 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,370 shares; 2025Q3: not reported; 2025Q4: 1,630 shares 1,630 $301K 0.02% new Timeline MUSA MURPHY USA INC More: the full row for MURPHY USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 693 shares; 2024Q4: 693 shares; 2025Q1: 693 shares; 2025Q2: 745 shares; 2025Q3: 745 shares; 2025Q4: 745 shares 745 $301K 0.02% 0 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,376 shares; 2025Q3: 2,376 shares; 2025Q4: 2,955 shares 2,955 $295K 0.02% +579 Timeline AVB AVALONBAY CMNTYS INC More: the full row for AVALONBAY CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,025 shares; 2024Q4: 1,035 shares; 2025Q1: 1,186 shares; 2025Q2: 1,509 shares; 2025Q3: 1,663 shares; 2025Q4: 1,628 shares 1,628 $295K 0.02% -35 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 730 shares; 2024Q4: 730 shares; 2025Q1: 747 shares; 2025Q2: 747 shares; 2025Q3: 747 shares; 2025Q4: 747 shares 747 $291K 0.02% 0 Timeline VMI VALMONT INDS INC More: the full row for VALMONT INDS 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: 700 shares 700 $282K 0.02% new Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,616 shares 3,616 $281K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,213 shares; 2025Q4: 1,613 shares 1,613 $276K 0.02% +400 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: not reported; 2024Q4: not reported; 2025Q1: 272 shares; 2025Q2: 272 shares; 2025Q3: 272 shares; 2025Q4: 272 shares 272 $274K 0.02% 0 Timeline LFUS LITTELFUSE INC More: the full row for LITTELFUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,081 shares; 2024Q4: 1,081 shares; 2025Q1: 1,081 shares; 2025Q2: 1,081 shares; 2025Q3: 1,081 shares; 2025Q4: 1,081 shares 1,081 $273K 0.02% 0 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,320 shares; 2024Q4: 1,245 shares; 2025Q1: 1,185 shares; 2025Q2: 1,070 shares; 2025Q3: 378 shares; 2025Q4: 356 shares 356 $273K 0.02% -22 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,110 shares 3,110 $271K 0.02% new Timeline KIE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,370 shares; 2024Q4: 5,160 shares; 2025Q1: 4,460 shares; 2025Q2: 4,460 shares; 2025Q3: 4,460 shares; 2025Q4: 4,460 shares 4,460 $268K 0.02% 0 Timeline LII LENNOX INTL INC More: the full row for LENNOX INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,285 shares; 2024Q4: 1,285 shares; 2025Q1: 1,035 shares; 2025Q2: 985 shares; 2025Q3: 945 shares; 2025Q4: 550 shares 550 $267K 0.02% -395 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL 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: 5,830 shares 5,830 $266K 0.02% new Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,196 shares; 2024Q4: 9,606 shares; 2025Q1: 9,606 shares; 2025Q2: 9,789 shares; 2025Q3: 9,789 shares; 2025Q4: 9,789 shares 9,789 $263K 0.02% 0 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,522 shares 2,522 $261K 0.02% new Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,245 shares 3,245 $256K 0.01% new 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: 2,189 shares; 2025Q4: 2,189 shares 2,189 $255K 0.01% 0 Timeline RFG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,830 shares; 2024Q4: 4,830 shares; 2025Q1: 4,830 shares; 2025Q2: 4,830 shares; 2025Q3: 4,830 shares; 2025Q4: 4,830 shares 4,830 $253K 0.01% 0 Timeline CGW 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: not reported; 2025Q3: not reported; 2025Q4: 3,970 shares 3,970 $250K 0.01% new Timeline IBMS 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: 9,490 shares; 2025Q1: 9,490 shares; 2025Q2: 9,490 shares; 2025Q3: 9,490 shares; 2025Q4: 9,490 shares 9,490 $247K 0.01% 0 Timeline IBMR 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: 9,720 shares; 2025Q1: 9,720 shares; 2025Q2: 9,720 shares; 2025Q3: 9,720 shares; 2025Q4: 9,720 shares 9,720 $247K 0.01% 0 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,039 shares; 2025Q2: 2,843 shares; 2025Q3: 2,580 shares; 2025Q4: 2,485 shares 2,485 $247K 0.01% -95 Timeline IBMQ 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: 9,500 shares; 2025Q1: 9,500 shares; 2025Q2: 9,500 shares; 2025Q3: 9,500 shares; 2025Q4: 9,500 shares 9,500 $243K 0.01% 0 Timeline VMRK VIVMARK RESIDENTIAL More: the full row for VIVMARK RESIDENTIAL 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: 3,892 shares; 2025Q3: 3,587 shares; 2025Q4: 3,845 shares 3,845 $242K 0.01% +258 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,027 shares; 2024Q4: 1,027 shares; 2025Q1: 1,027 shares; 2025Q2: 977 shares; 2025Q3: 875 shares; 2025Q4: 875 shares 875 $241K 0.01% 0 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,125 shares; 2024Q4: 7,380 shares; 2025Q1: 4,030 shares; 2025Q2: 860 shares; 2025Q3: 860 shares; 2025Q4: 860 shares 860 $240K 0.01% 0 Timeline QLD PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,814 shares; 2025Q1: 2,814 shares; 2025Q2: not reported; 2025Q3: 1,697 shares; 2025Q4: 3,394 shares 3,394 $239K 0.01% +1,697 Timeline ESS ESSEX PPTY TR INC More: the full row for ESSEX PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 775 shares; 2025Q3: 869 shares; 2025Q4: 913 shares 913 $239K 0.01% +44 Timeline HUM HUMANA INC More: the full row for HUMANA 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: 904 shares; 2025Q3: 904 shares; 2025Q4: 904 shares 904 $232K 0.01% 0 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 166 shares; 2025Q2: 2,490 shares; 2025Q3: 2,490 shares; 2025Q4: 2,490 shares 2,490 $227K 0.01% 0 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,041 shares 1,041 $226K 0.01% new Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,600 shares; 2024Q4: 1,600 shares; 2025Q1: not reported; 2025Q2: 1,600 shares; 2025Q3: 1,600 shares; 2025Q4: 1,600 shares 1,600 $226K 0.01% 0 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,548 shares; 2025Q3: 1,668 shares; 2025Q4: 1,744 shares 1,744 $225K 0.01% +76 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: 3,169 shares; 2024Q4: 3,254 shares; 2025Q1: 3,352 shares; 2025Q2: 3,946 shares; 2025Q3: not reported; 2025Q4: 641 shares 641 $224K 0.01% new Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,334 shares; 2024Q4: 1,194 shares; 2025Q1: 1,054 shares; 2025Q2: 1,054 shares; 2025Q3: 1,054 shares; 2025Q4: 1,054 shares 1,054 $224K 0.01% 0 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,400 shares 4,400 $218K 0.01% new Timeline EG EVEREST GROUP LTD More: the full row for EVEREST GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 640 shares 640 $217K 0.01% new Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,350 shares 1,350 $216K 0.01% new Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,820 shares; 2024Q4: 1,820 shares; 2025Q1: 1,820 shares; 2025Q2: 1,640 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares 1,000 $215K 0.01% 0 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,373 shares; 2025Q2: 2,508 shares; 2025Q3: not reported; 2025Q4: 2,508 shares 2,508 $215K 0.01% new Timeline UPRO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,825 shares; 2025Q4: 1,825 shares 1,825 $211K 0.01% 0 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,600 shares; 2024Q4: 2,600 shares; 2025Q1: 2,578 shares; 2025Q2: 2,534 shares; 2025Q3: 2,534 shares; 2025Q4: 2,534 shares 2,534 $210K 0.01% 0 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,878 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,480 shares; 2025Q4: 1,480 shares 1,480 $209K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,729 shares 1,729 $207K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,935 shares 4,935 $201K 0.01% new Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,930 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,930 shares 1,930 $201K 0.01% new Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,424 shares; 2024Q4: not reported; 2025Q1: 2,672 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,047 shares 2,047 $200K 0.01% new Timeline HIO WESTERN ASSET HIGH INCOME OP More: the full row for WESTERN ASSET HIGH INCOME OP 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: 49,332 shares 49,332 $183K 0.01% new Timeline CRGY CRESCENT ENERGY COMPANY More: the full row for CRESCENT ENERGY COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,255 shares 15,255 $128K 0.01% new Timeline UAMY UNITED STATES ANTIMONY CORP More: the full row for UNITED STATES ANTIMONY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,300 shares; 2024Q4: 25,300 shares; 2025Q1: 25,300 shares; 2025Q2: 25,300 shares; 2025Q3: 25,300 shares; 2025Q4: 24,300 shares 24,300 $122K 0.01% -1,000 Timeline JPC NUVEEN PFD & INCOME OPPORTUN More: the full row for NUVEEN PFD & INCOME OPPORTUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,006 shares 15,006 $122K 0.01% new Timeline