DRSK ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 148,820 shares; 2025Q1: 545,775 shares; 2025Q2: 790,059 shares; 2025Q3: 1,096,628 shares; 2025Q4: 1,144,153 shares 1,144,153 $32.4M 5.21% +47,525 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: 144,834 shares; 2024Q4: 136,394 shares; 2025Q1: 123,456 shares; 2025Q2: 122,925 shares; 2025Q3: 115,843 shares; 2025Q4: 113,219 shares 113,219 $28.9M 4.65% -2,624 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: 98,910 shares; 2024Q4: 97,831 shares; 2025Q1: 92,867 shares; 2025Q2: 91,075 shares; 2025Q3: 84,892 shares; 2025Q4: 80,769 shares 80,769 $26.9M 4.33% -4,123 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: 58,379 shares; 2024Q4: 57,192 shares; 2025Q1: 52,906 shares; 2025Q2: 52,150 shares; 2025Q3: 48,579 shares; 2025Q4: 47,955 shares 47,955 $22.6M 3.63% -624 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: 86,660 shares; 2024Q4: 92,550 shares; 2025Q1: 97,078 shares; 2025Q2: 94,976 shares; 2025Q3: 95,593 shares; 2025Q4: 93,031 shares 93,031 $17.3M 2.79% -2,562 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: 71,838 shares; 2024Q4: 71,287 shares; 2025Q1: 68,936 shares; 2025Q2: 69,833 shares; 2025Q3: 67,762 shares; 2025Q4: 67,546 shares 67,546 $16.1M 2.59% -216 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: 46,797 shares; 2024Q4: 47,362 shares; 2025Q1: 44,362 shares; 2025Q2: 43,880 shares; 2025Q3: 42,024 shares; 2025Q4: 41,734 shares 41,734 $12.6M 2.02% -290 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: 23,917 shares; 2024Q4: 24,437 shares; 2025Q1: 29,001 shares; 2025Q2: 32,405 shares; 2025Q3: 34,452 shares; 2025Q4: 34,684 shares 34,684 $11.5M 1.86% +232 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: 11,163 shares; 2024Q4: 11,646 shares; 2025Q1: 13,991 shares; 2025Q2: 15,186 shares; 2025Q3: 16,106 shares; 2025Q4: 15,825 shares 15,825 $10.6M 1.71% -281 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 50,360 shares 50,360 $10M 1.61% new 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: 46,218 shares; 2024Q4: 45,517 shares; 2025Q1: 43,244 shares; 2025Q2: 45,124 shares; 2025Q3: 45,008 shares; 2025Q4: 44,447 shares 44,447 $9.84M 1.58% -561 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: 78,947 shares; 2024Q4: 80,253 shares; 2025Q1: 74,747 shares; 2025Q2: 76,726 shares; 2025Q3: 78,258 shares; 2025Q4: 80,047 shares 80,047 $9.42M 1.51% +1,789 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: 4,976 shares; 2024Q4: 4,673 shares; 2025Q1: 6,076 shares; 2025Q2: 7,192 shares; 2025Q3: 8,354 shares; 2025Q4: 8,724 shares 8,724 $9.27M 1.49% +370 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: 5,743 shares; 2024Q4: 6,564 shares; 2025Q1: 8,556 shares; 2025Q2: 9,090 shares; 2025Q3: 9,410 shares; 2025Q4: 9,530 shares 9,530 $8.88M 1.43% +120 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: 58,259 shares; 2024Q4: 59,641 shares; 2025Q1: 59,302 shares; 2025Q2: 59,852 shares; 2025Q3: 60,955 shares; 2025Q4: 61,345 shares 61,345 $8.27M 1.33% +390 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,309 shares; 2024Q4: 7,403 shares; 2025Q1: 15,249 shares; 2025Q2: 20,904 shares; 2025Q3: 25,882 shares; 2025Q4: 25,697 shares 25,697 $8.21M 1.32% -185 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: 5,272 shares; 2024Q4: 6,404 shares; 2025Q1: 8,954 shares; 2025Q2: 10,481 shares; 2025Q3: 12,321 shares; 2025Q4: 12,702 shares 12,702 $8.08M 1.3% +381 Timeline JUCY ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 68,977 shares; 2025Q1: 168,914 shares; 2025Q2: 256,250 shares; 2025Q3: 360,506 shares; 2025Q4: 355,761 shares 355,761 $7.93M 1.27% -4,745 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: 29,113 shares; 2024Q4: 30,760 shares; 2025Q1: 37,845 shares; 2025Q2: 40,006 shares; 2025Q3: 43,613 shares; 2025Q4: 43,460 shares 43,460 $7.9M 1.27% -153 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 432,339 shares; 2024Q4: 430,634 shares; 2025Q1: 346,363 shares; 2025Q2: 322,743 shares; 2025Q3: 277,708 shares; 2025Q4: 262,910 shares 262,910 $7.67M 1.23% -14,798 Timeline TAFI AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 243,234 shares; 2024Q4: 266,974 shares; 2025Q1: 220,748 shares; 2025Q2: 280,368 shares; 2025Q3: 295,460 shares; 2025Q4: 290,515 shares 290,515 $7.36M 1.18% -4,945 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: 52,162 shares; 2024Q4: 51,369 shares; 2025Q1: 46,149 shares; 2025Q2: 43,701 shares; 2025Q3: 40,269 shares; 2025Q4: 39,657 shares 39,657 $7.24M 1.16% -612 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,112 shares; 2024Q4: 21,770 shares; 2025Q1: 26,478 shares; 2025Q2: 28,827 shares; 2025Q3: 31,613 shares; 2025Q4: 31,906 shares 31,906 $7.04M 1.13% +293 Timeline SHY 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: 158,732 shares; 2024Q4: 153,792 shares; 2025Q1: 114,565 shares; 2025Q2: 93,023 shares; 2025Q3: 78,906 shares; 2025Q4: 82,230 shares 82,230 $6.81M 1.1% +3,324 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: 4,449 shares; 2024Q4: 5,196 shares; 2025Q1: 8,098 shares; 2025Q2: 9,968 shares; 2025Q3: 11,102 shares; 2025Q4: 11,765 shares 11,765 $6.71M 1.08% +663 Timeline BKAG BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,600 shares; 2025Q1: 73,215 shares; 2025Q2: 106,686 shares; 2025Q3: 147,027 shares; 2025Q4: 152,480 shares 152,480 $6.49M 1.04% +5,453 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: 24,741 shares; 2024Q4: 24,903 shares; 2025Q1: 22,024 shares; 2025Q2: 20,646 shares; 2025Q3: 19,167 shares; 2025Q4: 18,907 shares 18,907 $6.31M 1.01% -260 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: not reported; 2024Q4: 726 shares; 2025Q1: 6,232 shares; 2025Q2: 8,920 shares; 2025Q3: 11,712 shares; 2025Q4: 12,298 shares 12,298 $5.79M 0.93% +586 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,655 shares; 2024Q4: 33,771 shares; 2025Q1: 50,094 shares; 2025Q2: 63,406 shares; 2025Q3: 79,507 shares; 2025Q4: 75,143 shares 75,143 $5.73M 0.92% -4,364 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,926 shares; 2024Q4: 32,805 shares; 2025Q1: 49,319 shares; 2025Q2: 55,907 shares; 2025Q3: 61,193 shares; 2025Q4: 65,569 shares 65,569 $5.68M 0.91% +4,376 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: 24,357 shares; 2024Q4: 27,208 shares; 2025Q1: 30,224 shares; 2025Q2: 33,719 shares; 2025Q3: 36,870 shares; 2025Q4: 38,496 shares 38,496 $5.4M 0.87% +1,626 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: 15,078 shares; 2024Q4: 22,883 shares; 2025Q1: 29,288 shares; 2025Q2: 34,582 shares; 2025Q3: 40,856 shares; 2025Q4: 45,393 shares 45,393 $5.39M 0.87% +4,537 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: 14,033 shares; 2024Q4: 14,947 shares; 2025Q1: 13,783 shares; 2025Q2: 14,512 shares; 2025Q3: 15,678 shares; 2025Q4: 15,769 shares 15,769 $5.18M 0.83% +91 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: 30,989 shares; 2024Q4: 31,726 shares; 2025Q1: 32,536 shares; 2025Q2: 34,664 shares; 2025Q3: 36,730 shares; 2025Q4: 34,415 shares 34,415 $5.14M 0.83% -2,315 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: 4,209 shares; 2024Q4: 4,888 shares; 2025Q1: 9,510 shares; 2025Q2: 12,797 shares; 2025Q3: 16,827 shares; 2025Q4: 17,897 shares 17,897 $4.97M 0.8% +1,070 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: 7,142 shares; 2024Q4: 8,487 shares; 2025Q1: 14,013 shares; 2025Q2: 16,547 shares; 2025Q3: 19,409 shares; 2025Q4: 21,309 shares 21,309 $4.92M 0.79% +1,900 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,371 shares; 2024Q4: 6,576 shares; 2025Q1: 11,827 shares; 2025Q2: 14,404 shares; 2025Q3: 14,454 shares; 2025Q4: 14,977 shares 14,977 $4.87M 0.78% +523 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: 33,186 shares; 2025Q1: 29,171 shares; 2025Q2: 27,481 shares; 2025Q3: 24,463 shares; 2025Q4: 21,723 shares 21,723 $4.84M 0.78% -2,740 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: not reported; 2024Q4: 438 shares; 2025Q1: 3,223 shares; 2025Q2: 5,433 shares; 2025Q3: 7,944 shares; 2025Q4: 9,067 shares 9,067 $4.79M 0.77% +1,123 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: 110,325 shares; 2024Q4: 111,640 shares; 2025Q1: 88,263 shares; 2025Q2: 78,114 shares; 2025Q3: 64,067 shares; 2025Q4: 61,652 shares 61,652 $4.75M 0.76% -2,415 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: 18,398 shares; 2024Q4: 20,388 shares; 2025Q1: 24,658 shares; 2025Q2: 28,345 shares; 2025Q3: 30,212 shares; 2025Q4: 29,866 shares 29,866 $4.59M 0.74% -346 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,443 shares; 2024Q4: 48,148 shares; 2025Q1: 61,599 shares; 2025Q2: 68,967 shares; 2025Q3: 76,629 shares; 2025Q4: 74,729 shares 74,729 $4.57M 0.74% -1,900 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: 6,578 shares; 2024Q4: 8,211 shares; 2025Q1: 24,449 shares; 2025Q2: 35,514 shares; 2025Q3: 49,603 shares; 2025Q4: 53,471 shares 53,471 $4.57M 0.73% +3,868 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: 4,456 shares; 2024Q4: 5,177 shares; 2025Q1: 6,815 shares; 2025Q2: 7,763 shares; 2025Q3: 8,875 shares; 2025Q4: 8,600 shares 8,600 $4.44M 0.71% -275 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: 1,671 shares; 2025Q1: 2,678 shares; 2025Q2: 3,192 shares; 2025Q3: 3,745 shares; 2025Q4: 3,897 shares 3,897 $4.37M 0.7% +152 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: not reported; 2024Q4: not reported; 2025Q1: 4,130 shares; 2025Q2: 6,258 shares; 2025Q3: 8,699 shares; 2025Q4: 9,267 shares 9,267 $4.34M 0.7% +568 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: 595 shares; 2024Q4: 1,492 shares; 2025Q1: 2,786 shares; 2025Q2: 3,403 shares; 2025Q3: 4,145 shares; 2025Q4: 4,364 shares 4,364 $4.27M 0.69% +219 Timeline PR PERMIAN RESOURCES CORP More: the full row for PERMIAN RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,356 shares; 2024Q4: 119,457 shares; 2025Q1: 191,398 shares; 2025Q2: 223,724 shares; 2025Q3: 263,938 shares; 2025Q4: 284,709 shares 284,709 $4.2M 0.68% +20,771 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: 15,798 shares; 2024Q4: 17,097 shares; 2025Q1: 17,730 shares; 2025Q2: 18,875 shares; 2025Q3: 19,480 shares; 2025Q4: 18,033 shares 18,033 $3.99M 0.64% -1,447 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 34,902 shares; 2025Q2: 38,643 shares; 2025Q3: 48,645 shares; 2025Q4: 54,747 shares 54,747 $3.92M 0.63% +6,102 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: 11,133 shares; 2024Q4: 12,785 shares; 2025Q1: 17,569 shares; 2025Q2: 21,046 shares; 2025Q3: 24,581 shares; 2025Q4: 25,141 shares 25,141 $3.88M 0.62% +560 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: 951 shares; 2024Q4: 1,910 shares; 2025Q1: 3,584 shares; 2025Q2: 4,955 shares; 2025Q3: 6,034 shares; 2025Q4: 6,117 shares 6,117 $3.83M 0.62% +83 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: 967 shares; 2024Q4: 1,181 shares; 2025Q1: 4,461 shares; 2025Q2: 6,621 shares; 2025Q3: 9,082 shares; 2025Q4: 8,197 shares 8,197 $3.73M 0.6% -885 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,306 shares; 2024Q4: 87,013 shares; 2025Q1: 58,016 shares; 2025Q2: 42,994 shares; 2025Q3: 33,904 shares; 2025Q4: 33,515 shares 33,515 $3.72M 0.6% -389 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,350 shares; 2024Q4: 37,675 shares; 2025Q1: 33,282 shares; 2025Q2: 30,973 shares; 2025Q3: 31,616 shares; 2025Q4: 34,500 shares 34,500 $3.71M 0.6% +2,884 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: 9,525 shares; 2024Q4: 10,641 shares; 2025Q1: 10,146 shares; 2025Q2: 10,566 shares; 2025Q3: 10,880 shares; 2025Q4: 10,645 shares 10,645 $3.71M 0.6% -235 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: 32,413 shares; 2024Q4: 31,773 shares; 2025Q1: 25,228 shares; 2025Q2: 22,312 shares; 2025Q3: 19,228 shares; 2025Q4: 19,078 shares 19,078 $3.7M 0.6% -150 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: 11,859 shares; 2024Q4: 11,859 shares; 2025Q1: 11,475 shares; 2025Q2: 11,157 shares; 2025Q3: 10,635 shares; 2025Q4: 10,395 shares 10,395 $3.68M 0.59% -240 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: 48,215 shares; 2024Q4: 46,117 shares; 2025Q1: 38,513 shares; 2025Q2: 33,022 shares; 2025Q3: 28,167 shares; 2025Q4: 24,311 shares 24,311 $3.55M 0.57% -3,856 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,141 shares; 2024Q4: 36,440 shares; 2025Q1: 28,896 shares; 2025Q2: 23,859 shares; 2025Q3: 19,901 shares; 2025Q4: 18,657 shares 18,657 $3.54M 0.57% -1,244 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: 17,561 shares; 2024Q4: 18,881 shares; 2025Q1: 15,896 shares; 2025Q2: 14,610 shares; 2025Q3: 12,508 shares; 2025Q4: 11,957 shares 11,957 $3.54M 0.57% -551 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 147,494 shares; 2024Q4: 147,970 shares; 2025Q1: 100,028 shares; 2025Q2: 84,349 shares; 2025Q3: 69,396 shares; 2025Q4: 66,724 shares 66,724 $3.54M 0.57% -2,672 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: not reported; 2024Q4: not reported; 2025Q1: 5,268 shares; 2025Q2: 7,866 shares; 2025Q3: 10,631 shares; 2025Q4: 11,143 shares 11,143 $3.53M 0.57% +512 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,462 shares; 2024Q4: 65,719 shares; 2025Q1: 57,917 shares; 2025Q2: 53,777 shares; 2025Q3: 47,153 shares; 2025Q4: 42,052 shares 42,052 $3.45M 0.55% -5,101 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: 20,892 shares; 2024Q4: 20,474 shares; 2025Q1: 18,883 shares; 2025Q2: 17,691 shares; 2025Q3: 15,487 shares; 2025Q4: 15,412 shares 15,412 $3.4M 0.55% -75 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,130 shares; 2024Q4: 8,222 shares; 2025Q1: 8,259 shares; 2025Q2: 9,829 shares; 2025Q3: 10,495 shares; 2025Q4: 9,469 shares 9,469 $3.33M 0.54% -1,026 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: 139,060 shares; 2024Q4: 133,696 shares; 2025Q1: 97,968 shares; 2025Q2: 79,912 shares; 2025Q3: 66,004 shares; 2025Q4: 63,914 shares 63,914 $3.32M 0.53% -2,090 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,973 shares; 2024Q4: 27,220 shares; 2025Q1: 24,687 shares; 2025Q2: 24,687 shares; 2025Q3: 20,012 shares; 2025Q4: 19,706 shares 19,706 $3.3M 0.53% -306 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE 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: 393 shares; 2025Q2: 673 shares; 2025Q3: 955 shares; 2025Q4: 813 shares 813 $3.08M 0.49% -142 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: 6,843 shares; 2024Q4: 6,853 shares; 2025Q1: 6,595 shares; 2025Q2: 6,549 shares; 2025Q3: 6,327 shares; 2025Q4: 6,260 shares 6,260 $3.03M 0.49% -67 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: not reported; 2024Q4: not reported; 2025Q1: 2,443 shares; 2025Q2: 3,810 shares; 2025Q3: 5,324 shares; 2025Q4: 5,535 shares 5,535 $2.96M 0.48% +211 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: 60,459 shares; 2024Q4: 56,528 shares; 2025Q1: 44,884 shares; 2025Q2: 37,431 shares; 2025Q3: 29,835 shares; 2025Q4: 27,265 shares 27,265 $2.93M 0.47% -2,570 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: 24,706 shares; 2024Q4: 26,605 shares; 2025Q1: 31,338 shares; 2025Q2: 34,156 shares; 2025Q3: 36,531 shares; 2025Q4: 27,042 shares 27,042 $2.91M 0.47% -9,489 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,639 shares; 2024Q4: 8,817 shares; 2025Q1: 18,793 shares; 2025Q2: 26,124 shares; 2025Q3: 33,617 shares; 2025Q4: 29,853 shares 29,853 $2.88M 0.46% -3,764 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: 18,526 shares; 2024Q4: 17,796 shares; 2025Q1: 13,453 shares; 2025Q2: 11,148 shares; 2025Q3: 8,459 shares; 2025Q4: 8,202 shares 8,202 $2.87M 0.46% -257 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,680 shares; 2024Q4: 65,697 shares; 2025Q1: 48,059 shares; 2025Q2: 40,599 shares; 2025Q3: 28,984 shares; 2025Q4: 34,548 shares 34,548 $2.8M 0.45% +5,564 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: not reported; 2024Q4: not reported; 2025Q1: 26,584 shares; 2025Q2: 49,013 shares; 2025Q3: 76,058 shares; 2025Q4: 58,721 shares 58,721 $2.44M 0.39% -17,337 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,935 shares; 2025Q2: 9,279 shares; 2025Q3: 13,087 shares; 2025Q4: 11,513 shares 11,513 $2.26M 0.36% -1,574 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: 34,462 shares; 2024Q4: 33,029 shares; 2025Q1: 27,469 shares; 2025Q2: 23,711 shares; 2025Q3: 17,715 shares; 2025Q4: 17,075 shares 17,075 $2.19M 0.35% -640 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,103 shares; 2024Q4: 16,452 shares; 2025Q1: 14,004 shares; 2025Q2: 12,395 shares; 2025Q3: 10,545 shares; 2025Q4: 8,308 shares 8,308 $2.18M 0.35% -2,237 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: 7,882 shares; 2024Q4: 7,827 shares; 2025Q1: 5,843 shares; 2025Q2: 5,413 shares; 2025Q3: 4,928 shares; 2025Q4: 4,628 shares 4,628 $2.15M 0.35% -300 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,534 shares; 2024Q4: 1,587 shares; 2025Q1: 5,826 shares; 2025Q2: 8,780 shares; 2025Q3: 11,749 shares; 2025Q4: 10,311 shares 10,311 $2.14M 0.34% -1,438 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: 34,014 shares; 2024Q4: 34,453 shares; 2025Q1: 27,434 shares; 2025Q2: 24,293 shares; 2025Q3: 19,930 shares; 2025Q4: 19,322 shares 19,322 $2.1M 0.34% -608 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: 6,215 shares; 2024Q4: 7,019 shares; 2025Q1: 5,171 shares; 2025Q2: 4,235 shares; 2025Q3: 3,383 shares; 2025Q4: 3,388 shares 3,388 $1.97M 0.32% +5 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,377 shares; 2024Q4: 11,874 shares; 2025Q1: 9,060 shares; 2025Q2: 7,713 shares; 2025Q3: 6,762 shares; 2025Q4: 6,762 shares 6,762 $1.95M 0.31% 0 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,619 shares; 2024Q4: 9,619 shares; 2025Q1: 8,482 shares; 2025Q2: 8,209 shares; 2025Q3: 7,828 shares; 2025Q4: 7,658 shares 7,658 $1.84M 0.3% -170 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,779 shares; 2025Q2: 8,233 shares; 2025Q3: 11,412 shares; 2025Q4: 9,752 shares 9,752 $1.83M 0.29% -1,660 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,678 shares; 2024Q4: 22,689 shares; 2025Q1: 16,983 shares; 2025Q2: 15,878 shares; 2025Q3: 12,123 shares; 2025Q4: 15,309 shares 15,309 $1.82M 0.29% +3,186 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: 9,563 shares; 2024Q4: 9,094 shares; 2025Q1: 7,207 shares; 2025Q2: 6,172 shares; 2025Q3: 5,286 shares; 2025Q4: 4,967 shares 4,967 $1.81M 0.29% -319 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: 44,408 shares; 2024Q4: 42,040 shares; 2025Q1: 33,719 shares; 2025Q2: 30,507 shares; 2025Q3: 25,453 shares; 2025Q4: 25,332 shares 25,332 $1.76M 0.28% -121 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,712 shares; 2024Q4: 36,722 shares; 2025Q1: 28,775 shares; 2025Q2: 23,975 shares; 2025Q3: 18,902 shares; 2025Q4: 15,738 shares 15,738 $1.75M 0.28% -3,164 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,985 shares; 2024Q4: 1,922 shares; 2025Q1: 1,735 shares; 2025Q2: 1,640 shares; 2025Q3: 1,314 shares; 2025Q4: 1,227 shares 1,227 $1.73M 0.28% -87 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,894 shares; 2024Q4: 33,786 shares; 2025Q1: 26,199 shares; 2025Q2: 21,155 shares; 2025Q3: 16,621 shares; 2025Q4: 17,630 shares 17,630 $1.69M 0.27% +1,009 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,244 shares; 2024Q4: 3,237 shares; 2025Q1: 8,886 shares; 2025Q2: 12,294 shares; 2025Q3: 16,394 shares; 2025Q4: 13,396 shares 13,396 $1.66M 0.27% -2,998 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: 8,835 shares; 2024Q4: 9,839 shares; 2025Q1: 7,930 shares; 2025Q2: 6,953 shares; 2025Q3: 5,918 shares; 2025Q4: 4,211 shares 4,211 $1.63M 0.26% -1,707 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,670 shares; 2025Q2: 10,540 shares; 2025Q3: 13,273 shares; 2025Q4: 15,060 shares 15,060 $1.62M 0.26% +1,787 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: 7,440 shares; 2024Q4: 8,355 shares; 2025Q1: 7,123 shares; 2025Q2: 6,757 shares; 2025Q3: 5,155 shares; 2025Q4: 4,935 shares 4,935 $1.54M 0.25% -220 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,631 shares; 2024Q4: 6,158 shares; 2025Q1: 5,657 shares; 2025Q2: 6,214 shares; 2025Q3: 5,833 shares; 2025Q4: 5,825 shares 5,825 $1.46M 0.24% -8 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,196 shares; 2024Q4: 67,251 shares; 2025Q1: 41,072 shares; 2025Q2: 30,112 shares; 2025Q3: 19,426 shares; 2025Q4: 16,818 shares 16,818 $1.41M 0.23% -2,608 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,564 shares; 2024Q4: 8,299 shares; 2025Q1: 7,064 shares; 2025Q2: 5,991 shares; 2025Q3: 4,915 shares; 2025Q4: 4,553 shares 4,553 $1.39M 0.22% -362 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: 5,279 shares; 2024Q4: 5,279 shares; 2025Q1: 5,279 shares; 2025Q2: 5,296 shares; 2025Q3: 5,195 shares; 2025Q4: 5,195 shares 5,195 $1.34M 0.22% 0 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,719 shares; 2024Q4: 3,719 shares; 2025Q1: 3,719 shares; 2025Q2: 3,719 shares; 2025Q3: 3,719 shares; 2025Q4: 3,719 shares 3,719 $1.3M 0.21% 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: 11,390 shares; 2024Q4: 11,350 shares; 2025Q1: 10,226 shares; 2025Q2: 7,940 shares; 2025Q3: 7,122 shares; 2025Q4: 7,247 shares 7,247 $1.27M 0.2% +125 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,991 shares; 2024Q4: 44,116 shares; 2025Q1: 36,634 shares; 2025Q2: 30,394 shares; 2025Q3: 25,712 shares; 2025Q4: 22,789 shares 22,789 $1.24M 0.2% -2,923 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: 1,650 shares; 2024Q4: 1,670 shares; 2025Q1: 1,564 shares; 2025Q2: 1,529 shares; 2025Q3: 1,421 shares; 2025Q4: 14,320 shares 14,320 $1.23M 0.2% +12,899 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,513 shares; 2024Q4: 2,513 shares; 2025Q1: 2,513 shares; 2025Q2: 2,502 shares; 2025Q3: 2,313 shares; 2025Q4: 2,313 shares 2,313 $1.22M 0.2% 0 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,043 shares; 2024Q4: 13,333 shares; 2025Q1: 10,528 shares; 2025Q2: 9,261 shares; 2025Q3: 7,879 shares; 2025Q4: 7,879 shares 7,879 $1.17M 0.19% 0 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: 31,725 shares; 2024Q4: 35,066 shares; 2025Q1: 37,161 shares; 2025Q2: 41,898 shares; 2025Q3: 36,114 shares; 2025Q4: 34,826 shares 34,826 $1.13M 0.18% -1,288 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,498 shares; 2024Q4: 7,384 shares; 2025Q1: 5,951 shares; 2025Q2: 6,098 shares; 2025Q3: 5,995 shares; 2025Q4: 5,878 shares 5,878 $1.11M 0.18% -117 Timeline SCHF 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: 70,799 shares; 2024Q4: 53,689 shares; 2025Q1: 46,879 shares; 2025Q2: 45,823 shares; 2025Q3: 42,587 shares; 2025Q4: 41,971 shares 41,971 $1.07M 0.17% -616 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,630 shares 15,630 $1.05M 0.17% new Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,974 shares; 2024Q4: 10,673 shares; 2025Q1: 11,207 shares; 2025Q2: 11,028 shares; 2025Q3: 10,787 shares; 2025Q4: 10,500 shares 10,500 $1.03M 0.17% -287 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,470 shares; 2024Q4: 61,825 shares; 2025Q1: 47,767 shares; 2025Q2: 35,605 shares; 2025Q3: 22,275 shares; 2025Q4: 17,503 shares 17,503 $1.03M 0.16% -4,772 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: 7,602 shares; 2024Q4: 7,602 shares; 2025Q1: 7,602 shares; 2025Q2: 7,456 shares; 2025Q3: 6,815 shares; 2025Q4: 6,815 shares 6,815 $1.02M 0.16% 0 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 168,967 shares; 2024Q4: 131,644 shares; 2025Q1: 100,338 shares; 2025Q2: 77,079 shares; 2025Q3: 57,939 shares; 2025Q4: 38,708 shares 38,708 $1M 0.16% -19,231 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: 10,545 shares; 2024Q4: 10,487 shares; 2025Q1: 8,778 shares; 2025Q2: 7,552 shares; 2025Q3: 5,742 shares; 2025Q4: 5,956 shares 5,956 $998K 0.16% +214 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,564 shares; 2024Q4: 1,564 shares; 2025Q1: 1,564 shares; 2025Q2: 1,519 shares; 2025Q3: 1,522 shares; 2025Q4: 1,522 shares 1,522 $992K 0.16% 0 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,793 shares; 2024Q4: 3,793 shares; 2025Q1: 3,488 shares; 2025Q2: 3,628 shares; 2025Q3: 3,497 shares; 2025Q4: 2,890 shares 2,890 $960K 0.15% -607 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,715 shares; 2024Q4: 55,203 shares; 2025Q1: 43,021 shares; 2025Q2: 39,698 shares; 2025Q3: 39,209 shares; 2025Q4: 38,115 shares 38,115 $956K 0.15% -1,094 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,785 shares; 2024Q4: 18,785 shares; 2025Q1: 18,826 shares; 2025Q2: 18,826 shares; 2025Q3: 13,826 shares; 2025Q4: 13,826 shares 13,826 $944K 0.15% 0 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,627 shares; 2024Q4: 11,769 shares; 2025Q1: 9,695 shares; 2025Q2: 7,492 shares; 2025Q3: 6,042 shares; 2025Q4: 4,582 shares 4,582 $932K 0.15% -1,460 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,080 shares; 2024Q4: 10,080 shares; 2025Q1: 8,696 shares; 2025Q2: 8,486 shares; 2025Q3: 6,740 shares; 2025Q4: 6,690 shares 6,690 $922K 0.15% -50 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,729 shares; 2024Q4: 39,642 shares; 2025Q1: 32,876 shares; 2025Q2: 25,499 shares; 2025Q3: 17,894 shares; 2025Q4: 8,763 shares 8,763 $911K 0.15% -9,131 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: 5,270 shares; 2024Q4: 5,181 shares; 2025Q1: 4,041 shares; 2025Q2: 3,680 shares; 2025Q3: 2,878 shares; 2025Q4: 2,853 shares 2,853 $867K 0.14% -25 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: 16,914 shares 16,914 $840K 0.14% new Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,139 shares; 2024Q4: 18,020 shares; 2025Q1: 14,935 shares; 2025Q2: 12,944 shares; 2025Q3: 10,112 shares; 2025Q4: 8,203 shares 8,203 $826K 0.13% -1,909 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: 5,860 shares; 2024Q4: 5,860 shares; 2025Q1: 6,360 shares; 2025Q2: 6,360 shares; 2025Q3: 4,892 shares; 2025Q4: 4,992 shares 4,992 $777K 0.12% +100 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,275 shares; 2024Q4: 3,230 shares; 2025Q1: 2,887 shares; 2025Q2: 2,812 shares; 2025Q3: 2,527 shares; 2025Q4: 2,482 shares 2,482 $746K 0.12% -45 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,542 shares; 2024Q4: 6,561 shares; 2025Q1: 5,608 shares; 2025Q2: 4,959 shares; 2025Q3: 5,053 shares; 2025Q4: 5,061 shares 5,061 $742K 0.12% +8 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 723 shares; 2024Q4: 723 shares; 2025Q1: 723 shares; 2025Q2: 723 shares; 2025Q3: 723 shares; 2025Q4: 2,169 shares 2,169 $741K 0.12% +1,446 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: 3,168 shares; 2024Q4: 3,172 shares; 2025Q1: 3,094 shares; 2025Q2: 3,044 shares; 2025Q3: 2,817 shares; 2025Q4: 2,639 shares 2,639 $741K 0.12% -178 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,811 shares; 2024Q4: 10,686 shares; 2025Q1: 10,401 shares; 2025Q2: 10,325 shares; 2025Q3: 10,125 shares; 2025Q4: 10,125 shares 10,125 $711K 0.11% 0 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: 12,783 shares; 2024Q4: 13,677 shares; 2025Q1: 12,732 shares; 2025Q2: 10,732 shares; 2025Q3: 8,771 shares; 2025Q4: 9,057 shares 9,057 $657K 0.11% +286 Timeline POET POET TECHNOLOGIES INC More: the full row for POET TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 118,709 shares; 2024Q4: 93,309 shares; 2025Q1: 103,784 shares; 2025Q2: 98,910 shares; 2025Q3: 100,709 shares; 2025Q4: 101,459 shares 101,459 $655K 0.11% +750 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,132 shares; 2024Q4: 18,730 shares; 2025Q1: 14,602 shares; 2025Q2: 12,075 shares; 2025Q3: 9,864 shares; 2025Q4: 9,399 shares 9,399 $637K 0.1% -465 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: 833 shares; 2024Q4: 1,119 shares; 2025Q1: 1,192 shares; 2025Q2: 1,279 shares; 2025Q3: 1,242 shares; 2025Q4: 1,461 shares 1,461 $636K 0.1% +219 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: 982 shares; 2024Q4: 969 shares; 2025Q1: 960 shares; 2025Q2: 1,280 shares; 2025Q3: 874 shares; 2025Q4: 867 shares 867 $600K 0.1% -7 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: 917 shares; 2024Q4: 917 shares; 2025Q1: 917 shares; 2025Q2: 917 shares; 2025Q3: 917 shares; 2025Q4: 917 shares 917 $583K 0.09% 0 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,506 shares; 2024Q4: 6,506 shares; 2025Q1: 6,446 shares; 2025Q2: 6,446 shares; 2025Q3: 6,721 shares; 2025Q4: 6,721 shares 6,721 $535K 0.09% 0 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,083 shares; 2024Q4: 1,083 shares; 2025Q1: 1,083 shares; 2025Q2: 1,083 shares; 2025Q3: 1,083 shares; 2025Q4: 1,083 shares 1,083 $527K 0.08% 0 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,815 shares; 2025Q3: 1,715 shares; 2025Q4: 1,315 shares 1,315 $512K 0.08% -400 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: 18,882 shares; 2024Q4: 18,753 shares; 2025Q1: 11,543 shares; 2025Q2: 8,784 shares; 2025Q3: 6,852 shares; 2025Q4: 5,652 shares 5,652 $498K 0.08% -1,200 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,770 shares; 2024Q4: 7,620 shares; 2025Q1: 7,210 shares; 2025Q2: 7,035 shares; 2025Q3: 5,503 shares; 2025Q4: 4,298 shares 4,298 $483K 0.08% -1,205 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,133 shares; 2024Q4: 34,079 shares; 2025Q1: 24,985 shares; 2025Q2: 20,640 shares; 2025Q3: 15,255 shares; 2025Q4: 8,231 shares 8,231 $482K 0.08% -7,024 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: 1,353 shares; 2024Q4: 1,496 shares; 2025Q1: 1,356 shares; 2025Q2: 1,390 shares; 2025Q3: 1,214 shares; 2025Q4: 1,264 shares 1,264 $451K 0.07% +50 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,812 shares; 2025Q3: 1,816 shares; 2025Q4: 2,067 shares 2,067 $445K 0.07% +251 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,486 shares; 2024Q4: 5,961 shares; 2025Q1: 5,120 shares; 2025Q2: 3,745 shares; 2025Q3: 3,497 shares; 2025Q4: 3,497 shares 3,497 $440K 0.07% 0 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,996 shares; 2024Q4: 5,671 shares; 2025Q1: 4,558 shares; 2025Q2: 4,220 shares; 2025Q3: 3,325 shares; 2025Q4: 2,211 shares 2,211 $435K 0.07% -1,114 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: 633 shares; 2024Q4: 633 shares; 2025Q1: 629 shares; 2025Q2: 629 shares; 2025Q3: 695 shares; 2025Q4: 695 shares 695 $434K 0.07% 0 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,334 shares; 2024Q4: 4,334 shares; 2025Q1: 4,154 shares; 2025Q2: 4,154 shares; 2025Q3: 3,986 shares; 2025Q4: 3,986 shares 3,986 $434K 0.07% 0 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,720 shares; 2024Q4: 11,394 shares; 2025Q1: 9,524 shares; 2025Q2: 7,448 shares; 2025Q3: 6,487 shares; 2025Q4: 4,273 shares 4,273 $432K 0.07% -2,214 Timeline RYAN RYAN SPECIALTY HOLDINGS INC More: the full row for RYAN SPECIALTY HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,102 shares; 2024Q4: 5,813 shares; 2025Q1: 5,468 shares; 2025Q2: 7,026 shares; 2025Q3: 8,594 shares; 2025Q4: 8,244 shares 8,244 $414K 0.07% -350 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,788 shares; 2025Q3: 5,298 shares; 2025Q4: 6,694 shares 6,694 $403K 0.06% +1,396 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,200 shares; 2024Q4: 1,200 shares; 2025Q1: 1,200 shares; 2025Q2: 1,200 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares 1,000 $391K 0.06% 0 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,315 shares; 2024Q4: 2,190 shares; 2025Q1: 1,975 shares; 2025Q2: 1,900 shares; 2025Q3: 1,793 shares; 2025Q4: 1,778 shares 1,778 $376K 0.06% -15 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,647 shares; 2024Q4: 13,806 shares; 2025Q1: 10,323 shares; 2025Q2: 8,433 shares; 2025Q3: 6,953 shares; 2025Q4: 6,228 shares 6,228 $370K 0.06% -725 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,738 shares; 2024Q4: 13,738 shares; 2025Q1: 13,738 shares; 2025Q2: 11,138 shares; 2025Q3: 11,138 shares; 2025Q4: 10,138 shares 10,138 $370K 0.06% -1,000 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: not reported; 2025Q2: 2,658 shares; 2025Q3: 2,758 shares; 2025Q4: 2,984 shares 2,984 $362K 0.06% +226 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: 2,152 shares; 2024Q4: 1,952 shares; 2025Q1: 1,852 shares; 2025Q2: 1,721 shares; 2025Q3: 1,431 shares; 2025Q4: 1,396 shares 1,396 $362K 0.06% -35 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: 5,459 shares; 2024Q4: 5,459 shares; 2025Q1: 5,459 shares; 2025Q2: 5,422 shares; 2025Q3: 5,097 shares; 2025Q4: 4,688 shares 4,688 $355K 0.06% -409 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,804 shares; 2024Q4: 1,704 shares; 2025Q1: 1,671 shares; 2025Q2: 1,629 shares; 2025Q3: 1,629 shares; 2025Q4: 1,629 shares 1,629 $349K 0.06% 0 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,479 shares; 2024Q4: 4,479 shares; 2025Q1: 4,479 shares; 2025Q2: 4,479 shares; 2025Q3: 4,479 shares; 2025Q4: 4,479 shares 4,479 $332K 0.05% 0 Timeline CVE CENOVUS ENERGY INC More: the full row for CENOVUS ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,075 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,061 shares 17,061 $323K 0.05% new Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,398 shares; 2024Q4: 16,524 shares; 2025Q1: 10,552 shares; 2025Q2: 7,711 shares; 2025Q3: 6,235 shares; 2025Q4: 4,826 shares 4,826 $314K 0.05% -1,409 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,122 shares; 2024Q4: 1,063 shares; 2025Q1: 877 shares; 2025Q2: 812 shares; 2025Q3: 740 shares; 2025Q4: 725 shares 725 $305K 0.05% -15 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: 576 shares; 2024Q4: 576 shares; 2025Q1: 634 shares; 2025Q2: 595 shares; 2025Q3: 442 shares; 2025Q4: 433 shares 433 $301K 0.05% -9 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,451 shares; 2024Q4: 8,011 shares; 2025Q1: 7,150 shares; 2025Q2: 6,611 shares; 2025Q3: 4,337 shares; 2025Q4: 3,702 shares 3,702 $300K 0.05% -635 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: 3,008 shares; 2024Q4: 3,008 shares; 2025Q1: 2,873 shares; 2025Q2: 2,873 shares; 2025Q3: 2,873 shares; 2025Q4: 2,773 shares 2,773 $294K 0.05% -100 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: 50,376 shares; 2024Q4: 43,187 shares; 2025Q1: 29,401 shares; 2025Q2: 22,275 shares; 2025Q3: 14,568 shares; 2025Q4: 7,344 shares 7,344 $291K 0.05% -7,224 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,611 shares; 2024Q4: 2,601 shares; 2025Q1: 2,191 shares; 2025Q2: 1,991 shares; 2025Q3: 1,851 shares; 2025Q4: 1,662 shares 1,662 $289K 0.05% -189 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 921 shares; 2024Q4: 1,000 shares; 2025Q1: 1,002 shares; 2025Q2: 1,004 shares; 2025Q3: 971 shares; 2025Q4: 791 shares 791 $287K 0.05% -180 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 721 shares; 2024Q4: 663 shares; 2025Q1: 542 shares; 2025Q2: 397 shares; 2025Q3: 372 shares; 2025Q4: 372 shares 372 $284K 0.05% 0 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,694 shares; 2024Q4: 5,719 shares; 2025Q1: 5,742 shares; 2025Q2: 5,769 shares; 2025Q3: 5,794 shares; 2025Q4: 5,815 shares 5,815 $283K 0.05% +21 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 630 shares; 2024Q4: 630 shares; 2025Q1: 629 shares; 2025Q2: 629 shares; 2025Q3: 629 shares; 2025Q4: 629 shares 629 $282K 0.05% 0 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: 669 shares; 2024Q4: 695 shares; 2025Q1: 673 shares; 2025Q2: 673 shares; 2025Q3: 566 shares; 2025Q4: 466 shares 466 $282K 0.05% -100 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: 6,224 shares; 2024Q4: 6,224 shares; 2025Q1: 4,543 shares; 2025Q2: 2,706 shares; 2025Q3: 2,562 shares; 2025Q4: 2,452 shares 2,452 $282K 0.05% -110 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,866 shares; 2024Q4: 37,240 shares; 2025Q1: 24,533 shares; 2025Q2: 19,492 shares; 2025Q3: 12,867 shares; 2025Q4: 9,529 shares 9,529 $280K 0.05% -3,338 Timeline IBB 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: 3,134 shares; 2024Q4: 2,734 shares; 2025Q1: 2,062 shares; 2025Q2: 1,582 shares; 2025Q3: 1,582 shares; 2025Q4: 1,582 shares 1,582 $278K 0.04% 0 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: 3,158 shares; 2024Q4: 2,363 shares; 2025Q1: 2,163 shares; 2025Q2: 1,743 shares; 2025Q3: 1,390 shares; 2025Q4: 1,500 shares 1,500 $275K 0.04% +110 Timeline XLI 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: 1,682 shares; 2024Q4: 1,682 shares; 2025Q1: 1,660 shares; 2025Q2: 1,660 shares; 2025Q3: 1,660 shares; 2025Q4: 1,660 shares 1,660 $273K 0.04% 0 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: 1,096 shares; 2024Q4: 1,096 shares; 2025Q1: 1,096 shares; 2025Q2: 986 shares; 2025Q3: 692 shares; 2025Q4: 692 shares 692 $273K 0.04% 0 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,518 shares; 2024Q4: 2,308 shares; 2025Q1: 1,927 shares; 2025Q2: 1,789 shares; 2025Q3: 1,575 shares; 2025Q4: 1,174 shares 1,174 $269K 0.04% -401 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: 2,128 shares; 2024Q4: 2,324 shares; 2025Q1: 2,128 shares; 2025Q2: 2,128 shares; 2025Q3: 2,128 shares; 2025Q4: 2,128 shares 2,128 $265K 0.04% 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: 384 shares; 2024Q4: 382 shares; 2025Q1: 382 shares; 2025Q2: 382 shares; 2025Q3: 400 shares; 2025Q4: 403 shares 403 $257K 0.04% +3 Timeline SMMD 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: 9,973 shares; 2024Q4: 9,973 shares; 2025Q1: 7,092 shares; 2025Q2: 3,906 shares; 2025Q3: 3,241 shares; 2025Q4: 3,211 shares 3,211 $257K 0.04% -30 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,069 shares; 2024Q4: 2,069 shares; 2025Q1: 1,750 shares; 2025Q2: 1,475 shares; 2025Q3: 1,157 shares; 2025Q4: 1,087 shares 1,087 $251K 0.04% -70 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: 7,484 shares; 2024Q4: 7,484 shares; 2025Q1: 7,484 shares; 2025Q2: 7,384 shares; 2025Q3: 7,384 shares; 2025Q4: 7,384 shares 7,384 $244K 0.04% 0 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: 221 shares; 2024Q4: 221 shares; 2025Q1: 221 shares; 2025Q2: 221 shares; 2025Q3: 221 shares; 2025Q4: 221 shares 221 $232K 0.04% 0 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: 776 shares; 2024Q4: 776 shares; 2025Q1: not reported; 2025Q2: 669 shares; 2025Q3: 669 shares; 2025Q4: 669 shares 669 $230K 0.04% 0 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,403 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,036 shares; 2025Q3: 1,036 shares; 2025Q4: 1,016 shares 1,016 $229K 0.04% -20 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 999 shares; 2024Q4: 999 shares; 2025Q1: 514 shares; 2025Q2: not reported; 2025Q3: 480 shares; 2025Q4: 465 shares 465 $222K 0.04% -15 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,701 shares; 2024Q4: 7,701 shares; 2025Q1: 5,777 shares; 2025Q2: 4,811 shares; 2025Q3: not reported; 2025Q4: 3,845 shares 3,845 $215K 0.03% new Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,347 shares; 2024Q4: 6,347 shares; 2025Q1: 5,757 shares; 2025Q2: 3,950 shares; 2025Q3: 3,950 shares; 2025Q4: 3,400 shares 3,400 $214K 0.03% -550 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,121 shares; 2024Q4: 3,949 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,046 shares; 2025Q4: 2,935 shares 2,935 $213K 0.03% -111 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,440 shares 3,440 $212K 0.03% new Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,800 shares; 2024Q4: 1,800 shares; 2025Q1: 1,800 shares; 2025Q2: 1,800 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares 1,000 $211K 0.03% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 445 shares; 2025Q3: 445 shares; 2025Q4: 445 shares 445 $210K 0.03% 0 Timeline AOS SMITH A O CORP More: the full row for SMITH A O CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,934 shares; 2024Q4: 6,784 shares; 2025Q1: 5,908 shares; 2025Q2: 5,332 shares; 2025Q3: 4,375 shares; 2025Q4: 2,940 shares 2,940 $209K 0.03% -1,435 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: 14,853 shares; 2024Q4: 14,603 shares; 2025Q1: 12,480 shares; 2025Q2: 10,655 shares; 2025Q3: 9,250 shares; 2025Q4: 7,575 shares 7,575 $207K 0.03% -1,675 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 950 shares; 2024Q4: 1,096 shares; 2025Q1: 1,122 shares; 2025Q2: 1,122 shares; 2025Q3: 1,122 shares; 2025Q4: 987 shares 987 $204K 0.03% -135 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,242 shares; 2024Q4: 4,202 shares; 2025Q1: 3,966 shares; 2025Q2: 3,900 shares; 2025Q3: 3,790 shares; 2025Q4: 2,365 shares 2,365 $202K 0.03% -1,425 Timeline NXE NEXGEN ENERGY LTD More: the full row for NEXGEN ENERGY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,000 shares; 2024Q4: 12,000 shares; 2025Q1: 12,250 shares; 2025Q2: 12,250 shares; 2025Q3: 12,250 shares; 2025Q4: 12,250 shares 12,250 $149K 0.02% 0 Timeline NVG NUVEEN AMT FREE MUN CR INC F More: the full row for NUVEEN AMT FREE MUN CR INC F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,709 shares; 2024Q4: 10,709 shares; 2025Q1: 10,709 shares; 2025Q2: 10,709 shares; 2025Q3: 10,709 shares; 2025Q4: 10,709 shares 10,709 $134K 0.02% 0 Timeline RITM RITHM CAPITAL CORP More: the full row for RITHM CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,124 shares; 2024Q4: 13,124 shares; 2025Q1: 13,124 shares; 2025Q2: 13,124 shares; 2025Q3: 13,124 shares; 2025Q4: 10,000 shares 10,000 $120K 0.02% -3,124 Timeline DNN DENISON MINES CORP More: the full row for DENISON MINES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,000 shares; 2024Q4: 37,000 shares; 2025Q1: 37,000 shares; 2025Q2: 37,000 shares; 2025Q3: 37,000 shares; 2025Q4: 31,000 shares 31,000 $115K 0.02% -6,000 Timeline GROY GOLD ROYALTY CORP More: the full row for GOLD ROYALTY 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: 10,000 shares 10,000 $45.9K 0.01% new Timeline KAPA KAIROS PHARMA LTD More: the full row for KAIROS PHARMA 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: 44,286 shares; 2025Q2: 44,286 shares; 2025Q3: 44,286 shares; 2025Q4: 44,286 shares 44,286 $31.9K 0.01% 0 Timeline NAK NORTHERN DYNASTY MINERALS LT More: the full row for NORTHERN DYNASTY MINERALS LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,421 shares; 2024Q4: 39,421 shares; 2025Q1: 38,421 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,000 shares 11,000 $26.4K <0.01% new Timeline