DFAC 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: 9,024,258 shares; 2024Q4: 9,128,342 shares; 2025Q1: 9,218,618 shares; 2025Q2: 8,924,449 shares; 2025Q3: 8,989,552 shares; 2025Q4: 9,111,768 shares 9,111,768 $361M 45.64% +122,216 Timeline DFIC 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: 1,639,488 shares; 2024Q4: 1,770,828 shares; 2025Q1: 1,775,942 shares; 2025Q2: 1,768,436 shares; 2025Q3: 1,816,124 shares; 2025Q4: 1,890,712 shares 1,890,712 $65.2M 8.24% +74,588 Timeline DUSB 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: 144,980 shares; 2024Q4: 249,075 shares; 2025Q1: 380,648 shares; 2025Q2: 414,416 shares; 2025Q3: 601,210 shares; 2025Q4: 642,934 shares 642,934 $32.6M 4.12% +41,724 Timeline VCRB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 130,739 shares; 2024Q4: 145,531 shares; 2025Q1: 164,620 shares; 2025Q2: 250,309 shares; 2025Q3: 329,988 shares; 2025Q4: 385,176 shares 385,176 $30M 3.8% +55,188 Timeline DFSD 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: 328,361 shares; 2024Q4: 350,883 shares; 2025Q1: 361,113 shares; 2025Q2: 372,779 shares; 2025Q3: 407,146 shares; 2025Q4: 441,690 shares 441,690 $21.2M 2.68% +34,544 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: 19,159 shares; 2024Q4: 18,749 shares; 2025Q1: 18,759 shares; 2025Q2: 18,731 shares; 2025Q3: 19,016 shares; 2025Q4: 19,068 shares 19,068 $20.5M 2.59% +52 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: 59,402 shares; 2024Q4: 58,671 shares; 2025Q1: 59,030 shares; 2025Q2: 55,939 shares; 2025Q3: 62,180 shares; 2025Q4: 71,462 shares 71,462 $19.4M 2.46% +9,282 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 123,901 shares; 2024Q4: 143,848 shares; 2025Q1: 162,814 shares; 2025Q2: 187,461 shares; 2025Q3: 241,959 shares; 2025Q4: 283,238 shares 283,238 $14M 1.77% +41,279 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125,657 shares; 2024Q4: 124,727 shares; 2025Q1: 134,561 shares; 2025Q2: 138,222 shares; 2025Q3: 149,249 shares; 2025Q4: 162,076 shares 162,076 $12.5M 1.58% +12,827 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,852 shares; 2024Q4: 11,218 shares; 2025Q1: 4,897 shares; 2025Q2: 110,802 shares; 2025Q3: 110,032 shares; 2025Q4: 109,596 shares 109,596 $12.3M 1.55% -436 Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 461,783 shares; 2024Q4: 464,890 shares; 2025Q1: 470,878 shares; 2025Q2: 475,442 shares; 2025Q3: 476,390 shares; 2025Q4: 473,731 shares 473,731 $11.2M 1.42% -2,659 Timeline DFSU 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: 168,092 shares; 2024Q4: 176,387 shares; 2025Q1: 190,766 shares; 2025Q2: 204,423 shares; 2025Q3: 210,535 shares; 2025Q4: 210,779 shares 210,779 $9.15M 1.16% +244 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,735 shares; 2025Q2: 19,338 shares; 2025Q3: 35,585 shares; 2025Q4: 120,272 shares 120,272 $9.07M 1.15% +84,687 Timeline DFAX 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: 333,054 shares; 2024Q4: 330,984 shares; 2025Q1: 325,255 shares; 2025Q2: 321,879 shares; 2025Q3: 280,029 shares; 2025Q4: 276,434 shares 276,434 $9.05M 1.14% -3,595 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: 49,146 shares; 2024Q4: 46,501 shares; 2025Q1: 50,452 shares; 2025Q2: 45,971 shares; 2025Q3: 46,931 shares; 2025Q4: 48,397 shares 48,397 $9.03M 1.14% +1,466 Timeline DFCF 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: 206,838 shares; 2024Q4: 201,077 shares; 2025Q1: 196,940 shares; 2025Q2: 193,322 shares; 2025Q3: 191,337 shares; 2025Q4: 191,896 shares 191,896 $8.17M 1.03% +559 Timeline DFGR 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: 180,767 shares; 2024Q4: 192,397 shares; 2025Q1: 201,070 shares; 2025Q2: 236,145 shares; 2025Q3: 265,321 shares; 2025Q4: 297,796 shares 297,796 $7.87M 1% +32,475 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: 7,867 shares; 2024Q4: 7,499 shares; 2025Q1: 8,911 shares; 2025Q2: 7,434 shares; 2025Q3: 9,317 shares; 2025Q4: 9,452 shares 9,452 $4.57M 0.58% +135 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: 11,220 shares; 2024Q4: 11,538 shares; 2025Q1: 13,155 shares; 2025Q2: 11,034 shares; 2025Q3: 13,224 shares; 2025Q4: 14,411 shares 14,411 $4.51M 0.57% +1,187 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: 10,652 shares; 2024Q4: 10,662 shares; 2025Q1: 10,852 shares; 2025Q2: 10,652 shares; 2025Q3: 11,073 shares; 2025Q4: 11,160 shares 11,160 $3.91M 0.5% +87 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: 13,730 shares; 2024Q4: 13,545 shares; 2025Q1: 13,916 shares; 2025Q2: 12,262 shares; 2025Q3: 12,220 shares; 2025Q4: 12,463 shares 12,463 $3.91M 0.49% +243 Timeline DFEM 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: 122,097 shares; 2024Q4: 132,342 shares; 2025Q1: 129,241 shares; 2025Q2: 124,361 shares; 2025Q3: 113,596 shares; 2025Q4: 112,801 shares 112,801 $3.73M 0.47% -795 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: 10,183 shares; 2024Q4: 10,029 shares; 2025Q1: 10,033 shares; 2025Q2: 10,149 shares; 2025Q3: 11,796 shares; 2025Q4: 11,552 shares 11,552 $3.53M 0.45% -244 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: 1,788 shares; 2024Q4: 1,660 shares; 2025Q1: 1,658 shares; 2025Q2: 1,562 shares; 2025Q3: 28,108 shares; 2025Q4: 28,831 shares 28,831 $3.21M 0.41% +723 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,157 shares; 2024Q4: 35,179 shares; 2025Q1: 35,004 shares; 2025Q2: 35,004 shares; 2025Q3: 34,498 shares; 2025Q4: 37,593 shares 37,593 $3.09M 0.39% +3,095 Timeline VYMI 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: 31,649 shares; 2024Q4: 31,649 shares; 2025Q1: 31,649 shares; 2025Q2: 31,649 shares; 2025Q3: 31,649 shares; 2025Q4: 31,649 shares 31,649 $2.85M 0.36% 0 Timeline WSBC WESBANCO INC More: the full row for WESBANCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17 shares; 2024Q4: 15 shares; 2025Q1: 79,543 shares; 2025Q2: 79,622 shares; 2025Q3: 78,703 shares; 2025Q4: 74,236 shares 74,236 $2.47M 0.31% -4,467 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: 2,761 shares; 2024Q4: 2,164 shares; 2025Q1: 2,172 shares; 2025Q2: 1,991 shares; 2025Q3: 7,183 shares; 2025Q4: 7,314 shares 7,314 $2.36M 0.3% +131 Timeline DFUS 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: 27,330 shares; 2024Q4: 26,430 shares; 2025Q1: 26,680 shares; 2025Q2: 30,420 shares; 2025Q3: 30,775 shares; 2025Q4: 30,775 shares 30,775 $2.28M 0.29% 0 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: 10,010 shares; 2024Q4: 10,182 shares; 2025Q1: 11,748 shares; 2025Q2: 8,280 shares; 2025Q3: 8,622 shares; 2025Q4: 9,407 shares 9,407 $2.17M 0.27% +785 Timeline ANDE ANDERSONS INC More: the full row for ANDERSONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,921 shares; 2024Q4: 39,921 shares; 2025Q1: 39,921 shares; 2025Q2: 40,014 shares; 2025Q3: 39,984 shares; 2025Q4: 39,984 shares 39,984 $2.13M 0.27% 0 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: 27,453 shares; 2024Q4: 57,565 shares; 2025Q1: 27,565 shares; 2025Q2: 27,565 shares; 2025Q3: 27,565 shares; 2025Q4: 27,578 shares 27,578 $1.89M 0.24% +13 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: 21,497 shares; 2024Q4: 21,494 shares; 2025Q1: 21,494 shares; 2025Q2: 21,472 shares; 2025Q3: 21,474 shares; 2025Q4: 21,510 shares 21,510 $1.59M 0.2% +36 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,275 shares; 2024Q4: 29,790 shares; 2025Q1: 29,240 shares; 2025Q2: 20,269 shares; 2025Q3: 20,227 shares; 2025Q4: 20,177 shares 20,177 $1.49M 0.19% -50 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: 1,285 shares; 2024Q4: 1,285 shares; 2025Q1: 1,809 shares; 2025Q2: 1,691 shares; 2025Q3: 1,867 shares; 2025Q4: 2,101 shares 2,101 $1.43M 0.18% +234 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: 1,368 shares; 2024Q4: 1,354 shares; 2025Q1: 1,354 shares; 2025Q2: 1,339 shares; 2025Q3: 2,319 shares; 2025Q4: 2,374 shares 2,374 $1.36M 0.17% +55 Timeline VCRM VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 30,871 shares; 2025Q2: 23,774 shares; 2025Q3: 17,528 shares; 2025Q4: 17,723 shares 17,723 $1.34M 0.17% +195 Timeline UMBF UMB FINL CORP More: the full row for UMB FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14 shares; 2024Q4: 12 shares; 2025Q1: 47,261 shares; 2025Q2: 23,995 shares; 2025Q3: 10,995 shares; 2025Q4: 10,995 shares 10,995 $1.26M 0.16% 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: 34,519 shares; 2024Q4: 34,519 shares; 2025Q1: 34,519 shares; 2025Q2: 34,459 shares; 2025Q3: 26,169 shares; 2025Q4: 26,169 shares 26,169 $1.22M 0.15% 0 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: 329 shares; 2024Q4: 467 shares; 2025Q1: 1,207 shares; 2025Q2: 767 shares; 2025Q3: 3,286 shares; 2025Q4: 3,466 shares 3,466 $1.2M 0.15% +180 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,837 shares; 2024Q4: 7,579 shares; 2025Q1: 8,118 shares; 2025Q2: 7,147 shares; 2025Q3: 7,871 shares; 2025Q4: 9,630 shares 9,630 $1.16M 0.15% +1,759 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,729 shares; 2024Q4: 3,167 shares; 2025Q1: 3,220 shares; 2025Q2: 3,157 shares; 2025Q3: 7,687 shares; 2025Q4: 7,658 shares 7,658 $1.1M 0.14% -29 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: 861 shares; 2024Q4: 1,672 shares; 2025Q1: 2,227 shares; 2025Q2: 861 shares; 2025Q3: 1,332 shares; 2025Q4: 1,574 shares 1,574 $1.08M 0.14% +242 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,680 shares; 2025Q2: 16,437 shares; 2025Q3: 21,096 shares; 2025Q4: 21,182 shares 21,182 $1.06M 0.13% +86 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: 10,275 shares; 2024Q4: 10,827 shares; 2025Q1: 10,539 shares; 2025Q2: 10,479 shares; 2025Q3: 10,843 shares; 2025Q4: 10,397 shares 10,397 $1.04M 0.13% -446 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: 5,502 shares; 2024Q4: 7,618 shares; 2025Q1: 7,524 shares; 2025Q2: 6,376 shares; 2025Q3: 5,783 shares; 2025Q4: 5,722 shares 5,722 $1.02M 0.13% -61 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: 181 shares; 2024Q4: 183 shares; 2025Q1: 188 shares; 2025Q2: 21 shares; 2025Q3: 12,167 shares; 2025Q4: 12,117 shares 12,117 $973K 0.12% -50 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,046 shares; 2024Q4: 1,046 shares; 2025Q1: 936 shares; 2025Q2: 1,009 shares; 2025Q3: 5,053 shares; 2025Q4: 5,072 shares 5,072 $941K 0.12% +19 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,734 shares; 2025Q1: 26,001 shares; 2025Q2: 36,241 shares; 2025Q3: 43,801 shares; 2025Q4: 24,105 shares 24,105 $934K 0.12% -19,696 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: 3,162 shares; 2024Q4: 3,018 shares; 2025Q1: 3,094 shares; 2025Q2: 2,956 shares; 2025Q3: 4,497 shares; 2025Q4: 4,499 shares 4,499 $931K 0.12% +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: 1,291 shares; 2024Q4: 1,319 shares; 2025Q1: 1,428 shares; 2025Q2: 1,350 shares; 2025Q3: 1,777 shares; 2025Q4: 1,400 shares 1,400 $924K 0.12% -377 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: 1,713 shares; 2024Q4: 2,235 shares; 2025Q1: 3,966 shares; 2025Q2: 1,943 shares; 2025Q3: 1,970 shares; 2025Q4: 2,051 shares 2,051 $922K 0.12% +81 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,000 shares; 2024Q4: 6,000 shares; 2025Q1: 6,000 shares; 2025Q2: 11,000 shares; 2025Q3: 11,000 shares; 2025Q4: 12,000 shares 12,000 $905K 0.11% +1,000 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,095 shares; 2024Q4: 987 shares; 2025Q1: 959 shares; 2025Q2: 867 shares; 2025Q3: 1,015 shares; 2025Q4: 1,021 shares 1,021 $881K 0.11% +6 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: 3,400 shares; 2024Q4: 3,400 shares; 2025Q1: 3,687 shares; 2025Q2: 3,751 shares; 2025Q3: 4,340 shares; 2025Q4: 4,274 shares 4,274 $816K 0.1% -66 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,152 shares; 2024Q4: 2,152 shares; 2025Q1: 2,236 shares; 2025Q2: 2,259 shares; 2025Q3: 2,418 shares; 2025Q4: 2,400 shares 2,400 $805K 0.1% -18 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: 5,498 shares; 2024Q4: 5,526 shares; 2025Q1: 5,564 shares; 2025Q2: 5,614 shares; 2025Q3: 6,000 shares; 2025Q4: 6,895 shares 6,895 $805K 0.1% +895 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares 1 $755K 0.1% 0 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: 1,295 shares; 2024Q4: 1,573 shares; 2025Q1: 1,219 shares; 2025Q2: 891 shares; 2025Q3: 4,226 shares; 2025Q4: 3,747 shares 3,747 $730K 0.09% -479 Timeline DFAS 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: 10,529 shares; 2024Q4: 10,529 shares; 2025Q1: 10,649 shares; 2025Q2: 10,516 shares; 2025Q3: 10,125 shares; 2025Q4: 9,825 shares 9,825 $685K 0.09% -300 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: 302 shares; 2024Q4: 294 shares; 2025Q1: 293 shares; 2025Q2: 229 shares; 2025Q3: 3,051 shares; 2025Q4: 2,808 shares 2,808 $677K 0.09% -243 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: 251 shares; 2024Q4: 772 shares; 2025Q1: 679 shares; 2025Q2: 886 shares; 2025Q3: 955 shares; 2025Q4: 974 shares 974 $637K 0.08% +19 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: 311 shares; 2024Q4: 230 shares; 2025Q1: 257 shares; 2025Q2: 282 shares; 2025Q3: 1,000 shares; 2025Q4: 1,017 shares 1,017 $625K 0.08% +17 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: 1,213 shares; 2024Q4: 1,268 shares; 2025Q1: 2,098 shares; 2025Q2: 1,142 shares; 2025Q3: 1,209 shares; 2025Q4: 15,193 shares 15,193 $619K 0.08% +13,984 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: 4,080 shares; 2024Q4: 4,653 shares; 2025Q1: 3,654 shares; 2025Q2: 3,548 shares; 2025Q3: 7,934 shares; 2025Q4: 7,980 shares 7,980 $615K 0.08% +46 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: 812 shares; 2024Q4: 793 shares; 2025Q1: 1,096 shares; 2025Q2: 755 shares; 2025Q3: 4,117 shares; 2025Q4: 3,933 shares 3,933 $599K 0.08% -184 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,000 shares; 2024Q4: 7,000 shares; 2025Q1: 7,000 shares; 2025Q2: 7,000 shares; 2025Q3: 7,000 shares; 2025Q4: 7,000 shares 7,000 $593K 0.07% 0 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,074 shares; 2024Q4: 2,064 shares; 2025Q1: 2,059 shares; 2025Q2: 2,055 shares; 2025Q3: 2,063 shares; 2025Q4: 2,175 shares 2,175 $568K 0.07% +112 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: 1,341 shares; 2024Q4: 1,485 shares; 2025Q1: 1,303 shares; 2025Q2: 1,287 shares; 2025Q3: 1,774 shares; 2025Q4: 1,625 shares 1,625 $559K 0.07% -149 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: 20 shares; 2024Q4: 20 shares; 2025Q1: 20 shares; 2025Q2: 25 shares; 2025Q3: 344 shares; 2025Q4: 869 shares 869 $545K 0.07% +525 Timeline DFAE 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: 16,010 shares; 2024Q4: 16,010 shares; 2025Q1: 16,010 shares; 2025Q2: 16,010 shares; 2025Q3: 16,011 shares; 2025Q4: 16,012 shares 16,012 $522K 0.07% +1 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,550 shares; 2024Q4: 8,550 shares; 2025Q1: 8,550 shares; 2025Q2: 8,550 shares; 2025Q3: 8,550 shares; 2025Q4: 8,653 shares 8,653 $516K 0.07% +103 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: 152 shares; 2024Q4: 159 shares; 2025Q1: 163 shares; 2025Q2: 186 shares; 2025Q3: 416 shares; 2025Q4: 676 shares 676 $510K 0.06% +260 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: 120 shares; 2024Q4: 87 shares; 2025Q1: 86 shares; 2025Q2: 77 shares; 2025Q3: 1,182 shares; 2025Q4: 1,193 shares 1,193 $509K 0.06% +11 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: 2,051 shares; 2024Q4: 2,040 shares; 2025Q1: 2,049 shares; 2025Q2: 1,863 shares; 2025Q3: 4,007 shares; 2025Q4: 4,005 shares 4,005 $502K 0.06% -2 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: 1,631 shares; 2024Q4: 1,596 shares; 2025Q1: 2,497 shares; 2025Q2: 1,556 shares; 2025Q3: 2,162 shares; 2025Q4: 2,174 shares 2,174 $497K 0.06% +12 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: 311 shares; 2024Q4: 20 shares; 2025Q1: 34 shares; 2025Q2: 13 shares; 2025Q3: 3,569 shares; 2025Q4: 3,682 shares 3,682 $489K 0.06% +113 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: 3,669 shares; 2024Q4: 3,669 shares; 2025Q1: 3,671 shares; 2025Q2: 3,665 shares; 2025Q3: 3,738 shares; 2025Q4: 3,738 shares 3,738 $482K 0.06% 0 Timeline VNQI VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,800 shares; 2024Q4: 12,800 shares; 2025Q1: 10,800 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares 10,000 $458K 0.06% 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: 1,448 shares; 2024Q4: 1,438 shares; 2025Q1: 1,441 shares; 2025Q2: 1,426 shares; 2025Q3: 1,514 shares; 2025Q4: 1,546 shares 1,546 $458K 0.06% +32 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: 314 shares; 2024Q4: 283 shares; 2025Q1: 283 shares; 2025Q2: 281 shares; 2025Q3: 443 shares; 2025Q4: 445 shares 445 $449K 0.06% +2 Timeline EMXC 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: 7,807 shares; 2024Q4: 7,807 shares; 2025Q1: 7,807 shares; 2025Q2: 7,462 shares; 2025Q3: 6,360 shares; 2025Q4: 6,027 shares 6,027 $438K 0.06% -333 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: 949 shares; 2024Q4: 941 shares; 2025Q1: 941 shares; 2025Q2: 936 shares; 2025Q3: 1,686 shares; 2025Q4: 1,771 shares 1,771 $436K 0.06% +85 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: 890 shares; 2024Q4: 954 shares; 2025Q1: 1,239 shares; 2025Q2: 1,131 shares; 2025Q3: 1,110 shares; 2025Q4: 1,095 shares 1,095 $434K 0.05% -15 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: 3,190 shares; 2024Q4: 3,190 shares; 2025Q1: 3,190 shares; 2025Q2: 3,190 shares; 2025Q3: 14,572 shares; 2025Q4: 20,638 shares 20,638 $425K 0.05% +6,066 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: 6,179 shares; 2024Q4: 6,111 shares; 2025Q1: 6,122 shares; 2025Q2: 6,046 shares; 2025Q3: 7,384 shares; 2025Q4: 7,653 shares 7,653 $421K 0.05% +269 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: 3,313 shares; 2024Q4: 4,846 shares; 2025Q1: 4,846 shares; 2025Q2: 4,846 shares; 2025Q3: 14,964 shares; 2025Q4: 21,292 shares 21,292 $420K 0.05% +6,328 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: 3,499 shares; 2024Q4: 3,499 shares; 2025Q1: 3,499 shares; 2025Q2: 3,499 shares; 2025Q3: 15,654 shares; 2025Q4: 22,288 shares 22,288 $420K 0.05% +6,634 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: 655 shares; 2024Q4: 655 shares; 2025Q1: 674 shares; 2025Q2: 663 shares; 2025Q3: 1,658 shares; 2025Q4: 2,891 shares 2,891 $416K 0.05% +1,233 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,843 shares; 2024Q4: 5,820 shares; 2025Q1: 5,820 shares; 2025Q2: 5,773 shares; 2025Q3: 6,382 shares; 2025Q4: 6,656 shares 6,656 $416K 0.05% +274 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: 509 shares; 2024Q4: 397 shares; 2025Q1: 397 shares; 2025Q2: 387 shares; 2025Q3: 1,411 shares; 2025Q4: 1,583 shares 1,583 $407K 0.05% +172 Timeline IAUM ISHARES GOLD TRUST MICRO More: the full row for ISHARES GOLD TRUST MICRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 9,348 shares; 2025Q4: 9,348 shares 9,348 $402K 0.05% 0 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: 58 shares; 2024Q4: 41 shares; 2025Q1: 58 shares; 2025Q2: 82 shares; 2025Q3: 1,507 shares; 2025Q4: 1,533 shares 1,533 $394K 0.05% +26 Timeline WGS GENEDX HOLDINGS CORP More: the full row for GENEDX HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,571 shares; 2024Q4: 3,571 shares; 2025Q1: 3,571 shares; 2025Q2: 4,280 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares 3,000 $390K 0.05% 0 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: 1,239 shares; 2024Q4: 1,239 shares; 2025Q1: 1,398 shares; 2025Q2: 1,164 shares; 2025Q3: 1,468 shares; 2025Q4: 1,508 shares 1,508 $389K 0.05% +40 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: 2,535 shares; 2024Q4: 2,522 shares; 2025Q1: 2,521 shares; 2025Q2: 3,094 shares; 2025Q3: 2,594 shares; 2025Q4: 2,374 shares 2,374 $386K 0.05% -220 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,637 shares; 2024Q4: 1,582 shares; 2025Q1: 1,588 shares; 2025Q2: 1,597 shares; 2025Q3: 1,713 shares; 2025Q4: 1,733 shares 1,733 $376K 0.05% +20 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: 1,499 shares; 2024Q4: 1,424 shares; 2025Q1: 1,427 shares; 2025Q2: 1,372 shares; 2025Q3: 3,522 shares; 2025Q4: 3,939 shares 3,939 $367K 0.05% +417 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: 2,372 shares; 2024Q4: 1,539 shares; 2025Q1: 7,304 shares; 2025Q2: 7,421 shares; 2025Q3: 11,950 shares; 2025Q4: 7,379 shares 7,379 $366K 0.05% -4,571 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: 141 shares; 2024Q4: 66 shares; 2025Q1: 79 shares; 2025Q2: 10 shares; 2025Q3: 1,091 shares; 2025Q4: 1,325 shares 1,325 $359K 0.05% +234 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: 46 shares; 2024Q4: 46 shares; 2025Q1: 46 shares; 2025Q2: 46 shares; 2025Q3: 2,219 shares; 2025Q4: 2,219 shares 2,219 $344K 0.04% 0 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: 352 shares; 2024Q4: 218 shares; 2025Q1: 230 shares; 2025Q2: 241 shares; 2025Q3: 1,014 shares; 2025Q4: 1,117 shares 1,117 $344K 0.04% +103 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: 2,354 shares; 2024Q4: 2,558 shares; 2025Q1: 2,395 shares; 2025Q2: 1,838 shares; 2025Q3: 2,775 shares; 2025Q4: 3,020 shares 3,020 $344K 0.04% +245 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: 88 shares; 2024Q4: 67 shares; 2025Q1: 92 shares; 2025Q2: 84 shares; 2025Q3: 84 shares; 2025Q4: 1,196 shares 1,196 $341K 0.04% +1,112 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: 847 shares; 2024Q4: 845 shares; 2025Q1: 853 shares; 2025Q2: 837 shares; 2025Q3: 1,180 shares; 2025Q4: 1,040 shares 1,040 $337K 0.04% -140 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: 1,271 shares; 2024Q4: 2,071 shares; 2025Q1: 2,701 shares; 2025Q2: 1,271 shares; 2025Q3: 4,916 shares; 2025Q4: 5,098 shares 5,098 $336K 0.04% +182 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: 670 shares; 2024Q4: 567 shares; 2025Q1: 459 shares; 2025Q2: 444 shares; 2025Q3: 1,264 shares; 2025Q4: 1,241 shares 1,241 $333K 0.04% -23 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 994 shares; 2024Q4: 968 shares; 2025Q1: 985 shares; 2025Q2: 964 shares; 2025Q3: 1,508 shares; 2025Q4: 1,536 shares 1,536 $315K 0.04% +28 Timeline HROW HARROW INC More: the full row for HARROW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,073 shares; 2024Q4: 3,073 shares; 2025Q1: 3,073 shares; 2025Q2: 6,073 shares; 2025Q3: 6,073 shares; 2025Q4: 6,073 shares 6,073 $298K 0.04% 0 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,391 shares; 2024Q4: 4,297 shares; 2025Q1: 4,297 shares; 2025Q2: 4,216 shares; 2025Q3: 4,904 shares; 2025Q4: 4,685 shares 4,685 $297K 0.04% -219 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: 11,641 shares; 2024Q4: 11,413 shares; 2025Q1: 11,337 shares; 2025Q2: 539 shares; 2025Q3: 1,751 shares; 2025Q4: 2,042 shares 2,042 $293K 0.04% +291 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: 425 shares; 2024Q4: 438 shares; 2025Q1: 438 shares; 2025Q2: 425 shares; 2025Q3: 606 shares; 2025Q4: 606 shares 606 $287K 0.04% 0 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: 58 shares; 2024Q4: 58 shares; 2025Q1: 58 shares; 2025Q2: 58 shares; 2025Q3: 1,146 shares; 2025Q4: 2,338 shares 2,338 $279K 0.04% +1,192 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: 999 shares; 2024Q4: 847 shares; 2025Q1: 848 shares; 2025Q2: 812 shares; 2025Q3: 813 shares; 2025Q4: 823 shares 823 $278K 0.04% +10 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: 3,081 shares; 2024Q4: 2,891 shares; 2025Q1: 3,520 shares; 2025Q2: 2,813 shares; 2025Q3: 4,126 shares; 2025Q4: 3,963 shares 3,963 $277K 0.04% -163 Timeline NHC NATIONAL HEALTHCARE CORP More: the full row for NATIONAL HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,910 shares; 2025Q4: 1,910 shares 1,910 $262K 0.03% 0 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: 163 shares; 2024Q4: 20 shares; 2025Q1: 22 shares; 2025Q2: 12 shares; 2025Q3: 616 shares; 2025Q4: 897 shares 897 $259K 0.03% +281 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: 8,721 shares; 2024Q4: 5,713 shares; 2025Q1: 6,733 shares; 2025Q2: 5,586 shares; 2025Q3: 7,156 shares; 2025Q4: 10,135 shares 10,135 $252K 0.03% +2,979 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: 44 shares; 2024Q4: 38 shares; 2025Q1: 228 shares; 2025Q2: 25 shares; 2025Q3: 759 shares; 2025Q4: 759 shares 759 $249K 0.03% 0 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: 256 shares; 2024Q4: 249 shares; 2025Q1: 249 shares; 2025Q2: 231 shares; 2025Q3: 1,625 shares; 2025Q4: 1,913 shares 1,913 $247K 0.03% +288 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: 675 shares; 2024Q4: 672 shares; 2025Q1: 672 shares; 2025Q2: 668 shares; 2025Q3: 668 shares; 2025Q4: 701 shares 701 $246K 0.03% +33 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 690 shares; 2024Q4: 684 shares; 2025Q1: 718 shares; 2025Q2: 677 shares; 2025Q3: 688 shares; 2025Q4: 702 shares 702 $246K 0.03% +14 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: 1,247 shares; 2024Q4: 757 shares; 2025Q1: 759 shares; 2025Q2: 687 shares; 2025Q3: 2,160 shares; 2025Q4: 2,212 shares 2,212 $244K 0.03% +52 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,073 shares; 2024Q4: 1,072 shares; 2025Q1: 1,073 shares; 2025Q2: 1,070 shares; 2025Q3: 1,056 shares; 2025Q4: 1,070 shares 1,070 $239K 0.03% +14 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: 1,054 shares; 2024Q4: 1,054 shares; 2025Q1: 1,054 shares; 2025Q2: 1,054 shares; 2025Q3: 969 shares; 2025Q4: 969 shares 969 $239K 0.03% 0 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: 470 shares; 2024Q4: 467 shares; 2025Q1: 467 shares; 2025Q2: 487 shares; 2025Q3: 530 shares; 2025Q4: 487 shares 487 $238K 0.03% -43 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: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: not reported; 2025Q3: 1,288 shares; 2025Q4: 1,703 shares 1,703 $235K 0.03% +415 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: 6 shares; 2025Q1: 6 shares; 2025Q2: 3 shares; 2025Q3: 214 shares; 2025Q4: 218 shares 218 $233K 0.03% +4 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: 466 shares; 2024Q4: 436 shares; 2025Q1: 436 shares; 2025Q2: 419 shares; 2025Q3: 551 shares; 2025Q4: 665 shares 665 $233K 0.03% +114 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: 3,067 shares; 2024Q4: 9,010 shares; 2025Q1: 9,010 shares; 2025Q2: 9,010 shares; 2025Q3: 8,760 shares; 2025Q4: 8,760 shares 8,760 $230K 0.03% 0 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,042 shares; 2024Q4: 1,042 shares; 2025Q1: 1,042 shares; 2025Q2: 1,093 shares; 2025Q3: 1,092 shares; 2025Q4: 1,592 shares 1,592 $228K 0.03% +500 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: 1,290 shares; 2024Q4: 886 shares; 2025Q1: 873 shares; 2025Q2: 816 shares; 2025Q3: 1,998 shares; 2025Q4: 2,157 shares 2,157 $227K 0.03% +159 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: 1,980 shares; 2024Q4: 2,127 shares; 2025Q1: 2,957 shares; 2025Q2: 2,957 shares; 2025Q3: 2,846 shares; 2025Q4: 3,568 shares 3,568 $223K 0.03% +722 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,849 shares; 2024Q4: 1,849 shares; 2025Q1: 1,851 shares; 2025Q2: 1,843 shares; 2025Q3: 1,843 shares; 2025Q4: 1,843 shares 1,843 $221K 0.03% 0 Timeline FCN FTI CONSULTING INC More: the full row for FTI CONSULTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,208 shares; 2024Q4: 1,207 shares; 2025Q1: 1,207 shares; 2025Q2: 1,204 shares; 2025Q3: 1,277 shares; 2025Q4: 1,290 shares 1,290 $220K 0.03% +13 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: 657 shares; 2024Q4: 587 shares; 2025Q1: 547 shares; 2025Q2: 511 shares; 2025Q3: 548 shares; 2025Q4: 667 shares 667 $220K 0.03% +119 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: 79 shares; 2024Q4: 71 shares; 2025Q1: 74 shares; 2025Q2: 65 shares; 2025Q3: 450 shares; 2025Q4: 459 shares 459 $214K 0.03% +9 Timeline VTEI VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53 shares; 2024Q4: 1,132 shares; 2025Q1: 1,132 shares; 2025Q2: 1,134 shares; 2025Q3: 1,129 shares; 2025Q4: 2,120 shares 2,120 $214K 0.03% +991 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: 282 shares; 2024Q4: 75 shares; 2025Q1: 75 shares; 2025Q2: 70 shares; 2025Q3: 550 shares; 2025Q4: 627 shares 627 $211K 0.03% +77 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,672 shares; 2024Q4: 7,984 shares; 2025Q1: 7,279 shares; 2025Q2: 7,167 shares; 2025Q3: 7,420 shares; 2025Q4: 4,220 shares 4,220 $210K 0.03% -3,200 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: 80 shares; 2024Q4: 13 shares; 2025Q1: 11 shares; 2025Q2: 9 shares; 2025Q3: 658 shares; 2025Q4: 715 shares 715 $210K 0.03% +57 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: 130 shares; 2025Q1: 602 shares; 2025Q2: 562 shares; 2025Q3: 1,135 shares; 2025Q4: 1,216 shares 1,216 $208K 0.03% +81 Timeline DFAT 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: 5,117 shares; 2024Q4: 5,117 shares; 2025Q1: 5,257 shares; 2025Q2: 4,907 shares; 2025Q3: 3,336 shares; 2025Q4: 3,336 shares 3,336 $199K 0.03% 0 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,065 shares; 2024Q4: 3,061 shares; 2025Q1: 3,127 shares; 2025Q2: 3,103 shares; 2025Q3: 3,237 shares; 2025Q4: 4,148 shares 4,148 $194K 0.02% +911 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: 223 shares; 2024Q4: 191 shares; 2025Q1: 228 shares; 2025Q2: 301 shares; 2025Q3: 208 shares; 2025Q4: 2,060 shares 2,060 $193K 0.02% +1,852 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: 51 shares; 2024Q4: 451 shares; 2025Q1: 753 shares; 2025Q2: 51 shares; 2025Q3: 1,506 shares; 2025Q4: 1,607 shares 1,607 $193K 0.02% +101 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,913 shares; 2024Q4: 7,908 shares; 2025Q1: 7,898 shares; 2025Q2: 7,865 shares; 2025Q3: 7,865 shares; 2025Q4: 9,223 shares 9,223 $190K 0.02% +1,358 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: 35 shares; 2024Q4: 85 shares; 2025Q1: 85 shares; 2025Q2: 117 shares; 2025Q3: 122 shares; 2025Q4: 609 shares 609 $185K 0.02% +487 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: 2,280 shares; 2024Q4: 2,280 shares; 2025Q1: 2,280 shares; 2025Q2: 2,280 shares; 2025Q3: 2,280 shares; 2025Q4: 2,280 shares 2,280 $177K 0.02% 0 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: 76 shares; 2024Q4: 52 shares; 2025Q1: 52 shares; 2025Q2: 30 shares; 2025Q3: 767 shares; 2025Q4: 1,303 shares 1,303 $176K 0.02% +536 Timeline XLV 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: 91 shares; 2024Q4: 91 shares; 2025Q1: 51 shares; 2025Q2: 11 shares; 2025Q3: 1,096 shares; 2025Q4: 1,124 shares 1,124 $174K 0.02% +28 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: 1,769 shares; 2024Q4: 1,600 shares; 2025Q1: 1,600 shares; 2025Q2: 2,000 shares; 2025Q3: 2,038 shares; 2025Q4: 2,093 shares 2,093 $174K 0.02% +55 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 424 shares; 2024Q4: 424 shares; 2025Q1: 424 shares; 2025Q2: 424 shares; 2025Q3: 2,959 shares; 2025Q4: 3,095 shares 3,095 $170K 0.02% +136 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 712 shares; 2024Q4: 786 shares; 2025Q1: 712 shares; 2025Q2: 712 shares; 2025Q3: 712 shares; 2025Q4: 2,077 shares 2,077 $169K 0.02% +1,365 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: 222 shares; 2024Q4: 222 shares; 2025Q1: 222 shares; 2025Q2: 204 shares; 2025Q3: 1,598 shares; 2025Q4: 1,854 shares 1,854 $166K 0.02% +256 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: 254 shares; 2024Q4: 263 shares; 2025Q1: 263 shares; 2025Q2: 294 shares; 2025Q3: 294 shares; 2025Q4: 286 shares 286 $162K 0.02% -8 Timeline NHI NATIONAL HEALTH INVS INC More: the full row for NATIONAL HEALTH INVS 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: 2,101 shares; 2025Q4: 2,101 shares 2,101 $160K 0.02% 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: 287 shares; 2024Q4: 280 shares; 2025Q1: 290 shares; 2025Q2: 147 shares; 2025Q3: 897 shares; 2025Q4: 921 shares 921 $160K 0.02% +24 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: 2,558 shares; 2024Q4: 2,292 shares; 2025Q1: 2,331 shares; 2025Q2: 2,279 shares; 2025Q3: 2,296 shares; 2025Q4: 2,429 shares 2,429 $155K 0.02% +133 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: 1,319 shares; 2024Q4: 1,307 shares; 2025Q1: 1,157 shares; 2025Q2: 1,135 shares; 2025Q3: 1,132 shares; 2025Q4: 1,578 shares 1,578 $154K 0.02% +446 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52 shares; 2024Q4: 45 shares; 2025Q1: 45 shares; 2025Q2: 25 shares; 2025Q3: 190 shares; 2025Q4: 891 shares 891 $153K 0.02% +701 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21 shares; 2024Q4: 18 shares; 2025Q1: 25 shares; 2025Q2: 13 shares; 2025Q3: 1,258 shares; 2025Q4: 1,324 shares 1,324 $153K 0.02% +66 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: 35 shares; 2024Q4: 24 shares; 2025Q1: 24 shares; 2025Q2: 14 shares; 2025Q3: 402 shares; 2025Q4: 419 shares 419 $148K 0.02% +17 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: 8 shares; 2024Q4: 3 shares; 2025Q1: 2 shares; 2025Q2: not reported; 2025Q3: 150 shares; 2025Q4: 189 shares 189 $146K 0.02% +39 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: 73 shares; 2024Q4: 65 shares; 2025Q1: 120 shares; 2025Q2: 270 shares; 2025Q3: 656 shares; 2025Q4: 835 shares 835 $143K 0.02% +179 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: 878 shares; 2024Q4: 794 shares; 2025Q1: 795 shares; 2025Q2: 788 shares; 2025Q3: 788 shares; 2025Q4: 849 shares 849 $138K 0.02% +61 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 267 shares; 2025Q4: 367 shares 367 $137K 0.02% +100 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: 71 shares; 2024Q4: 140 shares; 2025Q1: 378 shares; 2025Q2: 270 shares; 2025Q3: 658 shares; 2025Q4: 738 shares 738 $136K 0.02% +80 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 233 shares; 2024Q4: 233 shares; 2025Q1: 233 shares; 2025Q2: 233 shares; 2025Q3: 1,095 shares; 2025Q4: 1,146 shares 1,146 $135K 0.02% +51 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: 229 shares; 2024Q4: 18 shares; 2025Q1: 18 shares; 2025Q2: 11 shares; 2025Q3: 1,289 shares; 2025Q4: 1,197 shares 1,197 $134K 0.02% -92 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: 39 shares; 2024Q4: 133 shares; 2025Q1: 137 shares; 2025Q2: 120 shares; 2025Q3: 120 shares; 2025Q4: 822 shares 822 $133K 0.02% +702 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 435 shares; 2024Q4: 434 shares; 2025Q1: 434 shares; 2025Q2: 429 shares; 2025Q3: 1,078 shares; 2025Q4: 1,044 shares 1,044 $131K 0.02% -34 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: 61 shares; 2024Q4: 58 shares; 2025Q1: 58 shares; 2025Q2: 56 shares; 2025Q3: 156 shares; 2025Q4: 160 shares 160 $131K 0.02% +4 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: 167 shares; 2024Q4: 158 shares; 2025Q1: 171 shares; 2025Q2: 150 shares; 2025Q3: 376 shares; 2025Q4: 406 shares 406 $129K 0.02% +30 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: 866 shares; 2024Q4: 866 shares; 2025Q1: 586 shares; 2025Q2: 586 shares; 2025Q3: 586 shares; 2025Q4: 586 shares 586 $129K 0.02% 0 Timeline JAZZ JAZZ PHARMACEUTICALS PLC More: the full row for JAZZ PHARMACEUTICALS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 760 shares; 2024Q4: 761 shares; 2025Q1: 762 shares; 2025Q2: 757 shares; 2025Q3: 757 shares; 2025Q4: 757 shares 757 $129K 0.02% 0 Timeline PRF 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: 1,185 shares; 2024Q4: 1,185 shares; 2025Q1: 1,185 shares; 2025Q2: 1,185 shares; 2025Q3: 1,160 shares; 2025Q4: 2,685 shares 2,685 $126K 0.02% +1,525 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: 2,070 shares; 2024Q4: 2,070 shares; 2025Q1: 1,600 shares; 2025Q2: 1,640 shares; 2025Q3: 1,500 shares; 2025Q4: 1,200 shares 1,200 $125K 0.02% -300 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: 6,037 shares; 2024Q4: 5,442 shares; 2025Q1: 5,945 shares; 2025Q2: 5,507 shares; 2025Q3: 4,854 shares; 2025Q4: 4,915 shares 4,915 $122K 0.02% +61 Timeline EPS 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: 1,726 shares; 2024Q4: 1,726 shares; 2025Q1: 1,726 shares; 2025Q2: 1,726 shares; 2025Q3: 1,726 shares; 2025Q4: 1,726 shares 1,726 $122K 0.02% 0 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,100 shares; 2024Q4: 2,100 shares; 2025Q1: 2,338 shares; 2025Q2: 2,110 shares; 2025Q3: 2,110 shares; 2025Q4: 4,029 shares 4,029 $122K 0.02% +1,919 Timeline DY DYCOM INDS INC More: the full row for DYCOM INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 364 shares; 2024Q4: 362 shares; 2025Q1: 361 shares; 2025Q2: 359 shares; 2025Q3: 359 shares; 2025Q4: 359 shares 359 $121K 0.02% 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: 300 shares; 2024Q4: 300 shares; 2025Q1: 316 shares; 2025Q2: 274 shares; 2025Q3: 601 shares; 2025Q4: 654 shares 654 $120K 0.02% +53 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: 153 shares; 2024Q4: 124 shares; 2025Q1: 133 shares; 2025Q2: 73 shares; 2025Q3: 174 shares; 2025Q4: 210 shares 210 $120K 0.02% +36 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 711 shares; 2025Q4: 674 shares 674 $118K 0.01% -37 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: 24 shares; 2024Q4: 20 shares; 2025Q1: 22 shares; 2025Q2: 391 shares; 2025Q3: 1,168 shares; 2025Q4: 1,181 shares 1,181 $117K 0.01% +13 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: 212 shares; 2024Q4: 182 shares; 2025Q1: 58 shares; 2025Q2: 48 shares; 2025Q3: 96 shares; 2025Q4: 755 shares 755 $116K 0.01% +659 Timeline DERM JOURNEY MED CORP More: the full row for JOURNEY MED 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: 15,000 shares; 2025Q4: 15,000 shares 15,000 $116K 0.01% 0 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,983 shares; 2024Q4: 6,983 shares; 2025Q1: 6,983 shares; 2025Q2: 6,983 shares; 2025Q3: 6,983 shares; 2025Q4: 6,983 shares 6,983 $115K 0.01% 0 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: 1,005 shares; 2024Q4: 1,052 shares; 2025Q1: 1,041 shares; 2025Q2: 998 shares; 2025Q3: 831 shares; 2025Q4: 2,106 shares 2,106 $114K 0.01% +1,275 Timeline QUAL 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: 121 shares; 2024Q4: 259 shares; 2025Q1: 121 shares; 2025Q2: 121 shares; 2025Q3: 683 shares; 2025Q4: 571 shares 571 $113K 0.01% -112 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: 580 shares; 2024Q4: 449 shares; 2025Q1: 477 shares; 2025Q2: 247 shares; 2025Q3: 505 shares; 2025Q4: 723 shares 723 $111K 0.01% +218 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: 1,214 shares; 2024Q4: 872 shares; 2025Q1: 876 shares; 2025Q2: 737 shares; 2025Q3: 2,786 shares; 2025Q4: 3,702 shares 3,702 $111K 0.01% +916 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90 shares; 2024Q4: 71 shares; 2025Q1: 70 shares; 2025Q2: 3 shares; 2025Q3: 275 shares; 2025Q4: 378 shares 378 $110K 0.01% +103 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9 shares; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: 9 shares; 2025Q3: 392 shares; 2025Q4: 802 shares 802 $109K 0.01% +410 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: 62 shares; 2024Q4: 55 shares; 2025Q1: 55 shares; 2025Q2: 103 shares; 2025Q3: 245 shares; 2025Q4: 448 shares 448 $109K 0.01% +203 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: 256 shares; 2024Q4: 347 shares; 2025Q1: 347 shares; 2025Q2: 328 shares; 2025Q3: 1,028 shares; 2025Q4: 1,130 shares 1,130 $109K 0.01% +102 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: 60 shares; 2024Q4: 57 shares; 2025Q1: 76 shares; 2025Q2: 67 shares; 2025Q3: 101 shares; 2025Q4: 123 shares 123 $108K 0.01% +22 Timeline STN STANTEC INC More: the full row for STANTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,150 shares; 2024Q4: 1,150 shares; 2025Q1: 1,120 shares; 2025Q2: 1,120 shares; 2025Q3: 1,120 shares; 2025Q4: 1,147 shares 1,147 $108K 0.01% +27 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,845 shares; 2025Q3: 2,845 shares; 2025Q4: 2,845 shares 2,845 $108K 0.01% 0 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: 874 shares; 2024Q4: 869 shares; 2025Q1: 886 shares; 2025Q2: 857 shares; 2025Q3: 1,047 shares; 2025Q4: 1,367 shares 1,367 $108K 0.01% +320 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: 943 shares; 2024Q4: 943 shares; 2025Q1: 944 shares; 2025Q2: 918 shares; 2025Q3: 918 shares; 2025Q4: 1,437 shares 1,437 $106K 0.01% +519 Timeline MTCH MATCH GROUP INC NEW More: the full row for MATCH GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,612 shares; 2024Q4: 1,611 shares; 2025Q1: 851 shares; 2025Q2: 39 shares; 2025Q3: 2,928 shares; 2025Q4: 3,268 shares 3,268 $106K 0.01% +340 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: 839 shares; 2024Q4: 861 shares; 2025Q1: 1,041 shares; 2025Q2: 863 shares; 2025Q3: 877 shares; 2025Q4: 1,080 shares 1,080 $101K 0.01% +203 Timeline SCHA 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: 1,775 shares; 2024Q4: 3,550 shares; 2025Q1: 3,550 shares; 2025Q2: 3,550 shares; 2025Q3: 3,550 shares; 2025Q4: 3,550 shares 3,550 $101K 0.01% 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: 295 shares; 2024Q4: 295 shares; 2025Q1: 295 shares; 2025Q2: 295 shares; 2025Q3: 295 shares; 2025Q4: 1,025 shares 1,025 $98.7K 0.01% +730 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: 610 shares; 2024Q4: 632 shares; 2025Q1: 2,749 shares; 2025Q2: 547 shares; 2025Q3: 578 shares; 2025Q4: 618 shares 618 $95.3K 0.01% +40 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: 12 shares; 2024Q4: 9 shares; 2025Q1: 9 shares; 2025Q2: 5 shares; 2025Q3: 642 shares; 2025Q4: 660 shares 660 $94.7K 0.01% +18 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15 shares; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: 6 shares; 2025Q3: 56 shares; 2025Q4: 375 shares 375 $94.6K 0.01% +319 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16 shares; 2024Q4: 14 shares; 2025Q1: 4 shares; 2025Q2: 9 shares; 2025Q3: 369 shares; 2025Q4: 485 shares 485 $94.3K 0.01% +116 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 142 shares; 2024Q4: 112 shares; 2025Q1: 105 shares; 2025Q2: 63 shares; 2025Q3: 8 shares; 2025Q4: 5,856 shares 5,856 $94.1K 0.01% +5,848 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69 shares; 2024Q4: 59 shares; 2025Q1: 74 shares; 2025Q2: 44 shares; 2025Q3: 1,907 shares; 2025Q4: 3,355 shares 3,355 $94K 0.01% +1,448 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 497 shares; 2024Q4: 490 shares; 2025Q1: 489 shares; 2025Q2: 462 shares; 2025Q3: 1,119 shares; 2025Q4: 2,019 shares 2,019 $93.9K 0.01% +900 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: 22 shares; 2024Q4: 18 shares; 2025Q1: 19 shares; 2025Q2: 11 shares; 2025Q3: 876 shares; 2025Q4: 888 shares 888 $93.7K 0.01% +12 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 shares; 2024Q4: 15 shares; 2025Q1: 16 shares; 2025Q2: 9 shares; 2025Q3: 775 shares; 2025Q4: 796 shares 796 $93.3K 0.01% +21 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: 22 shares; 2024Q4: 19 shares; 2025Q1: 21 shares; 2025Q2: 11 shares; 2025Q3: 231 shares; 2025Q4: 328 shares 328 $92.9K 0.01% +97 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30 shares; 2024Q4: 29 shares; 2025Q1: 27 shares; 2025Q2: 19 shares; 2025Q3: 581 shares; 2025Q4: 1,075 shares 1,075 $92.8K 0.01% +494 Timeline ESPR ESPERION THERAPEUTICS INC NE More: the full row for ESPERION THERAPEUTICS INC NE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 25,000 shares; 2025Q1: 25,000 shares; 2025Q2: 25,000 shares; 2025Q3: 25,000 shares; 2025Q4: 25,000 shares 25,000 $92.5K 0.01% 0 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: 15 shares; 2024Q4: 10 shares; 2025Q1: 17 shares; 2025Q2: 5 shares; 2025Q3: 75 shares; 2025Q4: 105 shares 105 $92.3K 0.01% +30 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,523 shares; 2024Q4: 2,157 shares; 2025Q1: 2,722 shares; 2025Q2: 2,157 shares; 2025Q3: 2,157 shares; 2025Q4: 2,646 shares 2,646 $91.9K 0.01% +489 Timeline JHMM 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: 1,402 shares; 2024Q4: 1,402 shares; 2025Q1: 1,402 shares; 2025Q2: 1,402 shares; 2025Q3: 1,402 shares; 2025Q4: 1,402 shares 1,402 $91.8K 0.01% 0 Timeline ESTC ELASTIC N V More: the full row for ELASTIC 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: 276 shares; 2025Q4: 1,206 shares 1,206 $91K 0.01% +930 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: 19 shares; 2024Q4: 113 shares; 2025Q1: 113 shares; 2025Q2: 107 shares; 2025Q3: 107 shares; 2025Q4: 146 shares 146 $89.3K 0.01% +39 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: 129 shares; 2024Q4: 5 shares; 2025Q1: 48 shares; 2025Q2: 38 shares; 2025Q3: 144 shares; 2025Q4: 157 shares 157 $88.9K 0.01% +13 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45 shares; 2024Q4: 8 shares; 2025Q1: 3 shares; 2025Q2: 5 shares; 2025Q3: 263 shares; 2025Q4: 2,137 shares 2,137 $87.9K 0.01% +1,874 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8 shares; 2024Q4: 7 shares; 2025Q1: not reported; 2025Q2: 4 shares; 2025Q3: 533 shares; 2025Q4: 665 shares 665 $87.2K 0.01% +132 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: 2 shares; 2024Q4: 4 shares; 2025Q1: 4 shares; 2025Q2: 3 shares; 2025Q3: 11 shares; 2025Q4: 16 shares 16 $85.7K 0.01% +5 Timeline DFAW 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: 666 shares; 2024Q4: 816 shares; 2025Q1: 975 shares; 2025Q2: 1,071 shares; 2025Q3: 1,084 shares; 2025Q4: 1,154 shares 1,154 $85.4K 0.01% +70 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 600 shares; 2024Q4: 632 shares; 2025Q1: 632 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares 600 $84.6K 0.01% 0 Timeline SBFG SB FINL GROUP INC More: the full row for SB FINL GROUP INC 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: 3,793 shares; 2025Q2: 3,793 shares; 2025Q3: 3,793 shares; 2025Q4: 3,794 shares 3,794 $84.5K 0.01% +1 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1 shares; 2025Q3: 2 shares; 2025Q4: 199 shares 199 $83.5K 0.01% +197 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: 108 shares; 2024Q4: 49 shares; 2025Q1: 49 shares; 2025Q2: 38 shares; 2025Q3: 188 shares; 2025Q4: 314 shares 314 $83.2K 0.01% +126 Timeline GLXY GALAXY DIGITAL INC. More: the full row for GALAXY DIGITAL 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: 3,500 shares; 2025Q3: 3,500 shares; 2025Q4: 3,700 shares 3,700 $82.7K 0.01% +200 Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5 shares; 2024Q4: 5 shares; 2025Q1: 2 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 509 shares 509 $82.5K 0.01% +508 Timeline APLD APPLIED DIGITAL CORP More: the full row for APPLIED DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 306 shares; 2025Q2: not reported; 2025Q3: 4,842 shares; 2025Q4: 3,365 shares 3,365 $82.5K 0.01% -1,477 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32 shares; 2024Q4: 35 shares; 2025Q1: 51 shares; 2025Q2: 35 shares; 2025Q3: 929 shares; 2025Q4: 1,405 shares 1,405 $82.4K 0.01% +476 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 213 shares; 2024Q4: 71 shares; 2025Q1: 71 shares; 2025Q2: 42 shares; 2025Q3: 44 shares; 2025Q4: 736 shares 736 $82.3K 0.01% +692 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: 925 shares; 2024Q4: 2,775 shares; 2025Q1: 2,775 shares; 2025Q2: 2,775 shares; 2025Q3: 3,264 shares; 2025Q4: 2,985 shares 2,985 $81.9K 0.01% -279 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: 1,033 shares; 2024Q4: 3,099 shares; 2025Q1: 3,099 shares; 2025Q2: 2,943 shares; 2025Q3: 2,943 shares; 2025Q4: 2,943 shares 2,943 $79.2K 0.01% 0 Timeline CCK CROWN HLDGS INC More: the full row for CROWN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24 shares; 2024Q4: 20 shares; 2025Q1: 19 shares; 2025Q2: 14 shares; 2025Q3: 522 shares; 2025Q4: 766 shares 766 $78.9K 0.01% +244 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39 shares; 2024Q4: 41 shares; 2025Q1: 51 shares; 2025Q2: 26 shares; 2025Q3: 954 shares; 2025Q4: 1,350 shares 1,350 $78.9K 0.01% +396 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 164 shares; 2025Q4: 164 shares 164 $78.8K 0.01% 0 Timeline LUMN LUMEN TECHNOLOGIES INC More: the full row for LUMEN TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,054 shares; 2025Q1: 10,097 shares; 2025Q2: 10,055 shares; 2025Q3: 10,000 shares; 2025Q4: 10,061 shares 10,061 $78.2K 0.01% +61 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14 shares; 2024Q4: 9 shares; 2025Q1: 9 shares; 2025Q2: 5 shares; 2025Q3: 198 shares; 2025Q4: 326 shares 326 $78.1K 0.01% +128 Timeline TRU TRANSUNION More: the full row for TRANSUNION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 370 shares; 2024Q4: 370 shares; 2025Q1: 366 shares; 2025Q2: 362 shares; 2025Q3: 362 shares; 2025Q4: 902 shares 902 $77.3K 0.01% +540 Timeline GAP GAP INC More: the full row for GAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 988 shares; 2024Q4: 975 shares; 2025Q1: 975 shares; 2025Q2: 945 shares; 2025Q3: 2,330 shares; 2025Q4: 3,007 shares 3,007 $77K 0.01% +677 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11 shares; 2024Q4: 10 shares; 2025Q1: 309 shares; 2025Q2: 332 shares; 2025Q3: 332 shares; 2025Q4: 339 shares 339 $76.7K 0.01% +7 Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 157 shares; 2024Q4: 153 shares; 2025Q1: 153 shares; 2025Q2: 2 shares; 2025Q3: 151 shares; 2025Q4: 698 shares 698 $75.7K 0.01% +547 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25 shares; 2024Q4: 24 shares; 2025Q1: 26 shares; 2025Q2: 14 shares; 2025Q3: 563 shares; 2025Q4: 919 shares 919 $75.4K 0.01% +356 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,375 shares; 2025Q3: 1,375 shares; 2025Q4: 1,701 shares 1,701 $74.1K 0.01% +326 Timeline RHI ROBERT HALF INC. More: the full row for ROBERT HALF INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18 shares; 2024Q4: 10 shares; 2025Q1: 2 shares; 2025Q2: 7 shares; 2025Q3: 1,425 shares; 2025Q4: 2,699 shares 2,699 $73.3K 0.01% +1,274 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33 shares; 2024Q4: 32 shares; 2025Q1: 257 shares; 2025Q2: 23 shares; 2025Q3: 381 shares; 2025Q4: 923 shares 923 $73.3K 0.01% +542 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15 shares; 2024Q4: 15 shares; 2025Q1: 15 shares; 2025Q2: 8 shares; 2025Q3: 8 shares; 2025Q4: 280 shares 280 $71.7K 0.01% +272 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: 107 shares; 2024Q4: 115 shares; 2025Q1: 115 shares; 2025Q2: 3 shares; 2025Q3: 95 shares; 2025Q4: 108 shares 108 $71.5K 0.01% +13 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 198 shares; 2024Q4: 186 shares; 2025Q1: 236 shares; 2025Q2: 170 shares; 2025Q3: 172 shares; 2025Q4: 749 shares 749 $71.4K 0.01% +577 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: 232 shares; 2024Q4: 231 shares; 2025Q1: 237 shares; 2025Q2: 220 shares; 2025Q3: 733 shares; 2025Q4: 895 shares 895 $70.7K 0.01% +162 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: 10 shares; 2024Q4: 27 shares; 2025Q1: 27 shares; 2025Q2: 9 shares; 2025Q3: 115 shares; 2025Q4: 268 shares 268 $70.4K 0.01% +153 Timeline JEF JEFFERIES FINANCIAL GROUP IN More: the full row for JEFFERIES FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60 shares; 2024Q4: 51 shares; 2025Q1: 41 shares; 2025Q2: 21 shares; 2025Q3: 21 shares; 2025Q4: 1,133 shares 1,133 $70.2K 0.01% +1,112 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: 350 shares; 2024Q4: 350 shares; 2025Q1: 350 shares; 2025Q2: 274 shares; 2025Q3: 274 shares; 2025Q4: 436 shares 436 $70.2K 0.01% +162 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: 181 shares; 2024Q4: 171 shares; 2025Q1: 159 shares; 2025Q2: 136 shares; 2025Q3: 1,795 shares; 2025Q4: 1,925 shares 1,925 $69.8K 0.01% +130 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4 shares; 2024Q4: 3 shares; 2025Q1: 5 shares; 2025Q2: 4 shares; 2025Q3: 4 shares; 2025Q4: 166 shares 166 $69.2K 0.01% +162 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 829 shares 829 $68.4K 0.01% new 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: 182 shares; 2024Q4: 162 shares; 2025Q1: 131 shares; 2025Q2: 131 shares; 2025Q3: 113 shares; 2025Q4: 113 shares 113 $68.2K 0.01% 0 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46 shares; 2024Q4: 36 shares; 2025Q1: 33 shares; 2025Q2: 23 shares; 2025Q3: 254 shares; 2025Q4: 1,011 shares 1,011 $67.7K 0.01% +757 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28 shares; 2024Q4: 23 shares; 2025Q1: 5 shares; 2025Q2: 12 shares; 2025Q3: 10 shares; 2025Q4: 1,124 shares 1,124 $67.5K 0.01% +1,114 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: 14 shares; 2024Q4: 9 shares; 2025Q1: 9 shares; 2025Q2: 5 shares; 2025Q3: 5 shares; 2025Q4: 72 shares 72 $67.2K 0.01% +67 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: 520 shares; 2024Q4: 520 shares; 2025Q1: 520 shares; 2025Q2: 512 shares; 2025Q3: 512 shares; 2025Q4: 526 shares 526 $67.1K 0.01% +14 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: not reported; 2025Q1: not reported; 2025Q2: 4,007 shares; 2025Q3: 4,007 shares; 2025Q4: 4,007 shares 4,007 $66.9K 0.01% 0 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: 409 shares; 2024Q4: 407 shares; 2025Q1: 409 shares; 2025Q2: 397 shares; 2025Q3: 317 shares; 2025Q4: 344 shares 344 $66.9K 0.01% +27 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 226 shares; 2025Q4: 747 shares 747 $66.8K 0.01% +521 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: 180 shares; 2024Q4: 110 shares; 2025Q1: 111 shares; 2025Q2: 109 shares; 2025Q3: 230 shares; 2025Q4: 230 shares 230 $66.4K 0.01% 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: 3,913 shares; 2024Q4: 3,913 shares; 2025Q1: 3,913 shares; 2025Q2: 3,913 shares; 2025Q3: 3,913 shares; 2025Q4: 3,913 shares 3,913 $66.2K 0.01% 0 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28 shares; 2024Q4: 9 shares; 2025Q1: 9 shares; 2025Q2: 5 shares; 2025Q3: 97 shares; 2025Q4: 120 shares 120 $66.2K 0.01% +23 Timeline SF STIFEL FINL CORP More: the full row for STIFEL FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25 shares; 2024Q4: 26 shares; 2025Q1: 21 shares; 2025Q2: 12 shares; 2025Q3: 298 shares; 2025Q4: 524 shares 524 $65.6K 0.01% +226 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25 shares; 2024Q4: 23 shares; 2025Q1: 24 shares; 2025Q2: 14 shares; 2025Q3: 385 shares; 2025Q4: 480 shares 480 $65.6K 0.01% +95 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,027 shares; 2024Q4: 978 shares; 2025Q1: 978 shares; 2025Q2: 978 shares; 2025Q3: 1,549 shares; 2025Q4: 1,776 shares 1,776 $65.5K 0.01% +227 Timeline G GENPACT LIMITED More: the full row for GENPACT LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30 shares; 2024Q4: 24 shares; 2025Q1: 35 shares; 2025Q2: 15 shares; 2025Q3: 1,163 shares; 2025Q4: 1,380 shares 1,380 $64.6K 0.01% +217 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6 shares; 2024Q4: 3 shares; 2025Q1: 3 shares; 2025Q2: 8 shares; 2025Q3: 392 shares; 2025Q4: 970 shares 970 $64.4K 0.01% +578 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 227 shares; 2024Q4: 220 shares; 2025Q1: 238 shares; 2025Q2: 214 shares; 2025Q3: 214 shares; 2025Q4: 223 shares 223 $64.2K 0.01% +9 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12 shares; 2024Q4: 8 shares; 2025Q1: 7 shares; 2025Q2: 9 shares; 2025Q3: 97 shares; 2025Q4: 106 shares 106 $64.1K 0.01% +9 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 226 shares; 2024Q4: 218 shares; 2025Q1: 224 shares; 2025Q2: 214 shares; 2025Q3: 550 shares; 2025Q4: 950 shares 950 $64K 0.01% +400 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38 shares; 2024Q4: 51 shares; 2025Q1: 53 shares; 2025Q2: 31 shares; 2025Q3: 177 shares; 2025Q4: 215 shares 215 $63.6K 0.01% +38 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 332 shares; 2024Q4: 317 shares; 2025Q1: 298 shares; 2025Q2: 298 shares; 2025Q3: 298 shares; 2025Q4: 298 shares 298 $63.1K 0.01% 0 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 386 shares; 2024Q4: 370 shares; 2025Q1: 380 shares; 2025Q2: 336 shares; 2025Q3: 1,183 shares; 2025Q4: 906 shares 906 $62.9K 0.01% -277 Timeline FNDX 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: 841 shares; 2024Q4: 2,523 shares; 2025Q1: 2,523 shares; 2025Q2: 2,310 shares; 2025Q3: 2,310 shares; 2025Q4: 2,310 shares 2,310 $62.9K 0.01% 0 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 841 shares; 2024Q4: 867 shares; 2025Q1: 875 shares; 2025Q2: 834 shares; 2025Q3: 208 shares; 2025Q4: 293 shares 293 $62.8K 0.01% +85 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30 shares; 2024Q4: 25 shares; 2025Q1: 25 shares; 2025Q2: 13 shares; 2025Q3: 13 shares; 2025Q4: 603 shares 603 $62.7K 0.01% +590 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: 45 shares; 2024Q4: 38 shares; 2025Q1: 38 shares; 2025Q2: 21 shares; 2025Q3: 200 shares; 2025Q4: 271 shares 271 $62.7K 0.01% +71 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 577 shares; 2025Q3: 1,680 shares; 2025Q4: 895 shares 895 $62.4K 0.01% -785 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: 17 shares; 2024Q4: 11 shares; 2025Q1: 11 shares; 2025Q2: 7 shares; 2025Q3: 106 shares; 2025Q4: 122 shares 122 $62.3K 0.01% +16 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: 44 shares; 2025Q1: 67 shares; 2025Q2: 24 shares; 2025Q3: 259 shares; 2025Q4: 471 shares 471 $61.7K 0.01% +212 Timeline KMPR KEMPER CORP More: the full row for KEMPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19 shares; 2024Q4: 16 shares; 2025Q1: 16 shares; 2025Q2: 10 shares; 2025Q3: 10 shares; 2025Q4: 1,501 shares 1,501 $60.9K 0.01% +1,491 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,310 shares; 2024Q4: 660 shares; 2025Q1: 660 shares; 2025Q2: 660 shares; 2025Q3: 660 shares; 2025Q4: 660 shares 660 $60.3K 0.01% 0 Timeline MTG MGIC INVT CORP WIS More: the full row for MGIC INVT CORP WIS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102 shares; 2024Q4: 87 shares; 2025Q1: 87 shares; 2025Q2: 51 shares; 2025Q3: 645 shares; 2025Q4: 2,058 shares 2,058 $60.1K 0.01% +1,413 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17 shares; 2024Q4: 11 shares; 2025Q1: 11 shares; 2025Q2: 6 shares; 2025Q3: 6 shares; 2025Q4: 74 shares 74 $59.9K 0.01% +68 Timeline FIVE FIVE BELOW INC More: the full row for FIVE BELOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2 shares; 2025Q3: 312 shares; 2025Q4: 317 shares 317 $59.7K 0.01% +5 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9 shares; 2024Q4: 8 shares; 2025Q1: 10 shares; 2025Q2: 106 shares; 2025Q3: 136 shares; 2025Q4: 141 shares 141 $59.5K 0.01% +5 Timeline CHH CHOICE HOTELS INTL INC More: the full row for CHOICE HOTELS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109 shares; 2024Q4: 107 shares; 2025Q1: 107 shares; 2025Q2: 104 shares; 2025Q3: 102 shares; 2025Q4: 620 shares 620 $59.1K 0.01% +518 Timeline AWI ARMSTRONG WORLD INDS INC NEW More: the full row for ARMSTRONG WORLD INDS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10 shares; 2024Q4: 8 shares; 2025Q1: 8 shares; 2025Q2: 5 shares; 2025Q3: 248 shares; 2025Q4: 309 shares 309 $59.1K 0.01% +61 Timeline MORN MORNINGSTAR INC More: the full row for MORNINGSTAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6 shares; 2024Q4: 5 shares; 2025Q1: 5 shares; 2025Q2: 3 shares; 2025Q3: 2 shares; 2025Q4: 271 shares 271 $58.9K 0.01% +269 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14 shares; 2024Q4: 9 shares; 2025Q1: 9 shares; 2025Q2: 5 shares; 2025Q3: 160 shares; 2025Q4: 166 shares 166 $58.7K 0.01% +6 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22 shares; 2024Q4: 21 shares; 2025Q1: 21 shares; 2025Q2: 13 shares; 2025Q3: 343 shares; 2025Q4: 357 shares 357 $58.3K 0.01% +14 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34 shares; 2024Q4: 32 shares; 2025Q1: 33 shares; 2025Q2: 34 shares; 2025Q3: 30 shares; 2025Q4: 280 shares 280 $58.2K 0.01% +250 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37 shares; 2024Q4: 37 shares; 2025Q1: 35 shares; 2025Q2: 21 shares; 2025Q3: 477 shares; 2025Q4: 453 shares 453 $57.9K 0.01% -24 Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,536 shares; 2024Q4: 4,565 shares; 2025Q1: 4,624 shares; 2025Q2: 4,716 shares; 2025Q3: 4,811 shares; 2025Q4: 4,925 shares 4,925 $57.3K 0.01% +114 Timeline IQDF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 163 shares; 2024Q4: 163 shares; 2025Q1: 163 shares; 2025Q2: 163 shares; 2025Q3: 1,883 shares; 2025Q4: 1,883 shares 1,883 $57.2K 0.01% 0 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,197 shares; 2025Q4: 1,222 shares 1,222 $57.2K 0.01% +25 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: 25 shares; 2024Q4: 25 shares; 2025Q1: 34 shares; 2025Q2: 26 shares; 2025Q3: 28 shares; 2025Q4: 118 shares 118 $57.1K 0.01% +90 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47 shares; 2024Q4: 30 shares; 2025Q1: 30 shares; 2025Q2: 17 shares; 2025Q3: 245 shares; 2025Q4: 250 shares 250 $57K 0.01% +5 Timeline GLPI GAMING & LEISURE P More: the full row for GAMING & LEISURE P 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: 114 shares; 2025Q4: 1,274 shares 1,274 $56.9K 0.01% +1,160 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35 shares; 2024Q4: 41 shares; 2025Q1: 39 shares; 2025Q2: 15 shares; 2025Q3: 353 shares; 2025Q4: 847 shares 847 $56.9K 0.01% +494 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 290 shares; 2024Q4: 36 shares; 2025Q1: 86 shares; 2025Q2: 42 shares; 2025Q3: 688 shares; 2025Q4: 714 shares 714 $56.6K 0.01% +26 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: 21 shares; 2024Q4: 21 shares; 2025Q1: 21 shares; 2025Q2: 21 shares; 2025Q3: 21 shares; 2025Q4: 28 shares 28 $56.4K 0.01% +7 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25 shares; 2024Q4: 21 shares; 2025Q1: 22 shares; 2025Q2: 13 shares; 2025Q3: 38 shares; 2025Q4: 247 shares 247 $56.2K 0.01% +209 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: 6 shares; 2024Q4: 5 shares; 2025Q1: 4 shares; 2025Q2: 3 shares; 2025Q3: 68 shares; 2025Q4: 222 shares 222 $56.1K 0.01% +154 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35 shares; 2024Q4: 30 shares; 2025Q1: 24 shares; 2025Q2: 19 shares; 2025Q3: 824 shares; 2025Q4: 1,056 shares 1,056 $55.9K 0.01% +232 Timeline AYI ACUITY INC More: the full row for ACUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13 shares; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: 6 shares; 2025Q3: 66 shares; 2025Q4: 154 shares 154 $55.4K 0.01% +88 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: 36 shares; 2024Q4: 31 shares; 2025Q1: 31 shares; 2025Q2: 18 shares; 2025Q3: 18 shares; 2025Q4: 266 shares 266 $55.4K 0.01% +248 Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27 shares; 2024Q4: 18 shares; 2025Q1: 18 shares; 2025Q2: 10 shares; 2025Q3: 410 shares; 2025Q4: 499 shares 499 $55K 0.01% +89 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: 6,057 shares; 2024Q4: 56 shares; 2025Q1: 31 shares; 2025Q2: 23 shares; 2025Q3: 781 shares; 2025Q4: 716 shares 716 $54.9K 0.01% -65 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16 shares; 2024Q4: 13 shares; 2025Q1: 15 shares; 2025Q2: 8 shares; 2025Q3: 290 shares; 2025Q4: 301 shares 301 $54.7K 0.01% +11 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: 412 shares; 2024Q4: 408 shares; 2025Q1: 410 shares; 2025Q2: 406 shares; 2025Q3: 406 shares; 2025Q4: 417 shares 417 $54.4K 0.01% +11 Timeline FOXA FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40 shares; 2024Q4: 36 shares; 2025Q1: 38 shares; 2025Q2: 25 shares; 2025Q3: 818 shares; 2025Q4: 740 shares 740 $54.1K 0.01% -78 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: not reported; 2025Q3: 180 shares; 2025Q4: 206 shares 206 $53.9K 0.01% +26 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: 245 shares; 2024Q4: 86 shares; 2025Q1: 140 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 1,060 shares 1,060 $53.8K 0.01% +1,010 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36 shares; 2024Q4: 34 shares; 2025Q1: 28 shares; 2025Q2: 19 shares; 2025Q3: 546 shares; 2025Q4: 696 shares 696 $53.8K 0.01% +150 Timeline SCHC 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: 1,176 shares; 2024Q4: 1,176 shares; 2025Q1: 1,176 shares; 2025Q2: 1,176 shares; 2025Q3: 1,176 shares; 2025Q4: 1,176 shares 1,176 $53.5K 0.01% 0 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14 shares; 2024Q4: 14 shares; 2025Q1: 9 shares; 2025Q2: 5 shares; 2025Q3: 99 shares; 2025Q4: 155 shares 155 $53.4K 0.01% +56 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86 shares; 2024Q4: 79 shares; 2025Q1: 79 shares; 2025Q2: 136 shares; 2025Q3: 136 shares; 2025Q4: 606 shares 606 $53.1K 0.01% +470 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24 shares; 2024Q4: 21 shares; 2025Q1: 25 shares; 2025Q2: 18 shares; 2025Q3: 530 shares; 2025Q4: 677 shares 677 $53K 0.01% +147 Timeline NNN NNN REIT INC More: the full row for NNN REIT 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: 1,111 shares; 2025Q4: 1,337 shares 1,337 $53K 0.01% +226 Timeline EWBC EAST WEST BANCORP INC More: the full row for EAST WEST BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40 shares; 2024Q4: 34 shares; 2025Q1: 34 shares; 2025Q2: 21 shares; 2025Q3: 85 shares; 2025Q4: 471 shares 471 $52.9K 0.01% +386 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: 99 shares; 2024Q4: 98 shares; 2025Q1: 102 shares; 2025Q2: 91 shares; 2025Q3: 95 shares; 2025Q4: 91 shares 91 $52.9K 0.01% -4 Timeline ALSN ALLISON TRANSMISSION HLDGS I More: the full row for ALLISON TRANSMISSION HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24 shares; 2024Q4: 420 shares; 2025Q1: 20 shares; 2025Q2: 12 shares; 2025Q3: 578 shares; 2025Q4: 535 shares 535 $52.4K 0.01% -43 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: 32 shares; 2024Q4: 26 shares; 2025Q1: 22 shares; 2025Q2: 12 shares; 2025Q3: 525 shares; 2025Q4: 783 shares 783 $52.4K 0.01% +258 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: not reported; 2024Q4: 123 shares; 2025Q1: 1,023 shares; 2025Q2: not reported; 2025Q3: 844 shares; 2025Q4: 1,088 shares 1,088 $52K 0.01% +244 Timeline ENTG ENTEGRIS INC More: the full row for ENTEGRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21 shares; 2024Q4: 18 shares; 2025Q1: 18 shares; 2025Q2: 7 shares; 2025Q3: 9 shares; 2025Q4: 617 shares 617 $52K 0.01% +608 Timeline VAC MARRIOTT VACATIONS WORLDWIDE More: the full row for MARRIOTT VACATIONS WORLDWIDE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3 shares; 2024Q4: 6 shares; 2025Q1: not reported; 2025Q2: 4 shares; 2025Q3: 6 shares; 2025Q4: 901 shares 901 $52K 0.01% +895 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: 234 shares; 2024Q4: 229 shares; 2025Q1: 229 shares; 2025Q2: 217 shares; 2025Q3: 217 shares; 2025Q4: 236 shares 236 $51.9K 0.01% +19 Timeline CPT CAMDEN PPTY TR More: the full row for CAMDEN PPTY 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: 453 shares; 2025Q4: 470 shares 470 $51.7K 0.01% +17 Timeline TNL TRAVEL PLUS LEISURE CO More: the full row for TRAVEL PLUS LEISURE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12 shares; 2024Q4: 10 shares; 2025Q1: 13 shares; 2025Q2: 6 shares; 2025Q3: 809 shares; 2025Q4: 733 shares 733 $51.7K 0.01% -76 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: 66 shares; 2024Q4: 56 shares; 2025Q1: 56 shares; 2025Q2: 34 shares; 2025Q3: 246 shares; 2025Q4: 291 shares 291 $51.7K 0.01% +45 Timeline CLH CLEAN HARBORS INC More: the full row for CLEAN HARBORS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17 shares; 2024Q4: 12 shares; 2025Q1: 12 shares; 2025Q2: 7 shares; 2025Q3: 216 shares; 2025Q4: 220 shares 220 $51.6K 0.01% +4 Timeline FBIN FORTUNE BRANDS INNOVATIONS I More: the full row for FORTUNE BRANDS INNOVATIONS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27 shares; 2024Q4: 23 shares; 2025Q1: 24 shares; 2025Q2: 14 shares; 2025Q3: 11 shares; 2025Q4: 1,027 shares 1,027 $51.4K 0.01% +1,016 Timeline UHS UNIVERSAL HLTH SVCS INC More: the full row for UNIVERSAL HLTH SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24 shares; 2024Q4: 17 shares; 2025Q1: 17 shares; 2025Q2: 10 shares; 2025Q3: 252 shares; 2025Q4: 235 shares 235 $51.2K 0.01% -17 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: 849 shares; 2024Q4: 836 shares; 2025Q1: 836 shares; 2025Q2: 803 shares; 2025Q3: 1,101 shares; 2025Q4: 1,121 shares 1,121 $51.2K 0.01% +20 Timeline AGCO AGCO CORP More: the full row for AGCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6 shares; 2024Q4: not reported; 2025Q1: 15 shares; 2025Q2: 8 shares; 2025Q3: 306 shares; 2025Q4: 490 shares 490 $51.1K 0.01% +184 Timeline CRL CHARLES RIV LABS INTL INC More: the full row for CHARLES RIV LABS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9 shares; 2024Q4: 3 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 309 shares; 2025Q4: 256 shares 256 $51.1K 0.01% -53 Timeline DVA DAVITA INC More: the full row for DAVITA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23 shares; 2024Q4: 19 shares; 2025Q1: 19 shares; 2025Q2: 12 shares; 2025Q3: 383 shares; 2025Q4: 449 shares 449 $51K 0.01% +66 Timeline CRUS CIRRUS LOGIC INC More: the full row for CIRRUS LOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22 shares; 2024Q4: 19 shares; 2025Q1: 19 shares; 2025Q2: 16 shares; 2025Q3: 401 shares; 2025Q4: 429 shares 429 $50.8K 0.01% +28 Timeline LBRDK LIBERTY BROADBAND CORP More: the full row for LIBERTY BROADBAND CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6 shares; 2024Q4: 16 shares; 2025Q1: 16 shares; 2025Q2: 16 shares; 2025Q3: 2 shares; 2025Q4: 1,046 shares 1,046 $50.8K 0.01% +1,044 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5 shares; 2024Q4: 4 shares; 2025Q1: 4 shares; 2025Q2: 2 shares; 2025Q3: 153 shares; 2025Q4: 157 shares 157 $50.8K 0.01% +4 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: 170 shares; 2024Q4: 164 shares; 2025Q1: 164 shares; 2025Q2: 151 shares; 2025Q3: 151 shares; 2025Q4: 175 shares 175 $50.8K 0.01% +24 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75 shares; 2024Q4: 64 shares; 2025Q1: 64 shares; 2025Q2: 37 shares; 2025Q3: 71 shares; 2025Q4: 929 shares 929 $50.7K 0.01% +858 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58 shares; 2024Q4: 38 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 997 shares; 2025Q4: 936 shares 936 $50.7K 0.01% -61 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 400 shares 400 $50.6K 0.01% new Timeline SUI SUN CMNTYS INC More: the full row for SUN CMNTYS 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: 181 shares; 2025Q4: 407 shares 407 $50.4K 0.01% +226 Timeline EPAM EPAM SYS INC More: the full row for EPAM SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5 shares; 2024Q4: 1 shares; 2025Q1: 4 shares; 2025Q2: 3 shares; 2025Q3: 322 shares; 2025Q4: 246 shares 246 $50.4K 0.01% -76 Timeline FLO FLOWERS FOODS INC More: the full row for FLOWERS FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41 shares; 2024Q4: 37 shares; 2025Q1: not reported; 2025Q2: 21 shares; 2025Q3: not reported; 2025Q4: 4,631 shares 4,631 $50.4K 0.01% new Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21 shares; 2024Q4: 17 shares; 2025Q1: 17 shares; 2025Q2: 10 shares; 2025Q3: 62 shares; 2025Q4: 253 shares 253 $50.3K 0.01% +191 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7 shares; 2024Q4: 12 shares; 2025Q1: 10 shares; 2025Q2: 7 shares; 2025Q3: 136 shares; 2025Q4: 182 shares 182 $50.1K 0.01% +46 Timeline REG REGENCY CTRS CORP More: the full row for REGENCY CTRS 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: 678 shares; 2025Q4: 722 shares 722 $49.8K 0.01% +44 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: 82 shares; 2024Q4: 51 shares; 2025Q1: 84 shares; 2025Q2: 58 shares; 2025Q3: 58 shares; 2025Q4: 499 shares 499 $49.8K 0.01% +441 Timeline SPB SPECTRUM BRANDS HOLDINGS INC More: the full row for SPECTRUM BRANDS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8 shares; 2024Q4: 8 shares; 2025Q1: 8 shares; 2025Q2: not reported; 2025Q3: 904 shares; 2025Q4: 841 shares 841 $49.7K 0.01% -63 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: 210 shares; 2024Q4: 133 shares; 2025Q1: 133 shares; 2025Q2: 72 shares; 2025Q3: 72 shares; 2025Q4: 1,115 shares 1,115 $49.7K 0.01% +1,043 Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56 shares; 2024Q4: 49 shares; 2025Q1: 49 shares; 2025Q2: 27 shares; 2025Q3: 638 shares; 2025Q4: 659 shares 659 $49.6K 0.01% +21 Timeline PINS PINTEREST INC More: the full row for PINTEREST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,174 shares; 2024Q4: 1,594 shares; 2025Q1: 1,607 shares; 2025Q2: 1,590 shares; 2025Q3: 1,594 shares; 2025Q4: 1,916 shares 1,916 $49.6K 0.01% +322 Timeline FWONK LIBERTY MEDIA CORP DEL More: the full row for LIBERTY MEDIA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30 shares; 2024Q4: 26 shares; 2025Q1: 26 shares; 2025Q2: 18 shares; 2025Q3: 487 shares; 2025Q4: 503 shares 503 $49.6K 0.01% +16 Timeline KNX KNIGHT-SWIFT TRANSN HLDGS IN More: the full row for KNIGHT-SWIFT TRANSN HLDGS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37 shares; 2024Q4: 36 shares; 2025Q1: 35 shares; 2025Q2: 13 shares; 2025Q3: 936 shares; 2025Q4: 947 shares 947 $49.5K 0.01% +11 Timeline LOPE GRAND CANYON ED INC More: the full row for GRAND CANYON ED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11 shares; 2024Q4: 7 shares; 2025Q1: 7 shares; 2025Q2: 4 shares; 2025Q3: 228 shares; 2025Q4: 297 shares 297 $49.4K 0.01% +69 Timeline GLOB GLOBANT S A More: the full row for GLOBANT S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6 shares; 2024Q4: 5 shares; 2025Q1: not reported; 2025Q2: 3 shares; 2025Q3: 836 shares; 2025Q4: 751 shares 751 $49.1K 0.01% -85 Timeline TXG 10X GENOMICS INC More: the full row for 10X GENOMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,995 shares 2,995 $48.8K 0.01% new Timeline FR FIRST INDL RLTY TR INC More: the full row for FIRST INDL RLTY 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: not reported; 2025Q3: 917 shares; 2025Q4: 852 shares 852 $48.8K 0.01% -65 Timeline BFAM BRIGHT HORIZONS FAM SOL IN D More: the full row for BRIGHT HORIZONS FAM SOL IN D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8 shares; 2024Q4: 6 shares; 2025Q1: 6 shares; 2025Q2: 4 shares; 2025Q3: 367 shares; 2025Q4: 480 shares 480 $48.7K 0.01% +113 Timeline MSM MSC INDL DIRECT INC More: the full row for MSC INDL DIRECT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11 shares; 2024Q4: 6 shares; 2025Q1: 10 shares; 2025Q2: 5 shares; 2025Q3: 212 shares; 2025Q4: 576 shares 576 $48.4K 0.01% +364 Timeline FND FLOOR & DECOR HLDGS INC More: the full row for FLOOR & DECOR HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19 shares; 2024Q4: 16 shares; 2025Q1: 16 shares; 2025Q2: 4 shares; 2025Q3: 9 shares; 2025Q4: 794 shares 794 $48.3K 0.01% +785 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57 shares; 2024Q4: 66 shares; 2025Q1: 50 shares; 2025Q2: 33 shares; 2025Q3: 548 shares; 2025Q4: 578 shares 578 $48.2K 0.01% +30 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 162 shares; 2024Q4: 153 shares; 2025Q1: 147 shares; 2025Q2: 139 shares; 2025Q3: 139 shares; 2025Q4: 549 shares 549 $47.9K 0.01% +410 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 129 shares; 2024Q4: 129 shares; 2025Q1: 134 shares; 2025Q2: 17 shares; 2025Q3: 283 shares; 2025Q4: 336 shares 336 $47.8K 0.01% +53 Timeline EGP EASTGROUP PPTYS INC More: the full row for EASTGROUP PPTYS 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: 286 shares; 2025Q4: 268 shares 268 $47.7K 0.01% -18 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 389 shares; 2024Q4: 409 shares; 2025Q1: 389 shares; 2025Q2: 389 shares; 2025Q3: 2,116 shares; 2025Q4: 2,116 shares 2,116 $47.5K 0.01% 0 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: 14 shares; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: 5 shares; 2025Q3: 33 shares; 2025Q4: 39 shares 39 $47.4K 0.01% +6 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22 shares; 2024Q4: 21 shares; 2025Q1: 17 shares; 2025Q2: 9 shares; 2025Q3: 271 shares; 2025Q4: 272 shares 272 $47.2K 0.01% +1 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69 shares; 2024Q4: 42 shares; 2025Q1: 42 shares; 2025Q2: 24 shares; 2025Q3: 588 shares; 2025Q4: 608 shares 608 $47.1K 0.01% +20 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: 9 shares; 2025Q3: 12 shares; 2025Q4: 44 shares 44 $47.1K 0.01% +32 Timeline IYW 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: 235 shares; 2025Q3: 235 shares; 2025Q4: 235 shares 235 $46.9K 0.01% 0 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: 169 shares; 2024Q4: 166 shares; 2025Q1: 166 shares; 2025Q2: 163 shares; 2025Q3: 163 shares; 2025Q4: 163 shares 163 $46.5K 0.01% 0 Timeline TECH BIO-TECHNE CORP More: the full row for BIO-TECHNE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20 shares; 2024Q4: 15 shares; 2025Q1: 8 shares; 2025Q2: 1 shares; 2025Q3: 936 shares; 2025Q4: 785 shares 785 $46.2K 0.01% -151 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: 10 shares; 2024Q4: 7 shares; 2025Q1: 6 shares; 2025Q2: 3 shares; 2025Q3: 12 shares; 2025Q4: 136 shares 136 $46.2K 0.01% +124 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94 shares; 2024Q4: 95 shares; 2025Q1: 90 shares; 2025Q2: 56 shares; 2025Q3: 1,738 shares; 2025Q4: 1,700 shares 1,700 $46.1K 0.01% -38 Timeline PAYC PAYCOM SOFTWARE INC More: the full row for PAYCOM SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6 shares; 2024Q4: 7 shares; 2025Q1: 3 shares; 2025Q2: 4 shares; 2025Q3: 16 shares; 2025Q4: 289 shares 289 $46.1K 0.01% +273 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: 55 shares; 2024Q4: 47 shares; 2025Q1: 62 shares; 2025Q2: 48 shares; 2025Q3: 289 shares; 2025Q4: 124 shares 124 $45.9K 0.01% -165 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: 25 shares; 2024Q4: 438 shares; 2025Q1: 415 shares; 2025Q2: 240 shares; 2025Q3: 130 shares; 2025Q4: 68 shares 68 $45.8K 0.01% -62 Timeline CGNX COGNEX CORP More: the full row for COGNEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,074 shares; 2025Q4: 1,256 shares 1,256 $45.2K 0.01% +182 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: 215 shares; 2024Q4: 788 shares; 2025Q1: 792 shares; 2025Q2: 157 shares; 2025Q3: 492 shares; 2025Q4: 368 shares 368 $45.2K 0.01% -124 Timeline XRAY DENTSPLY SIRONA INC More: the full row for DENTSPLY SIRONA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,198 shares; 2024Q4: 1,184 shares; 2025Q1: 1,184 shares; 2025Q2: 1,184 shares; 2025Q3: 1,184 shares; 2025Q4: 3,881 shares 3,881 $44.4K 0.01% +2,697 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 100 shares 100 $44.3K 0.01% new Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 1,259 shares; 2025Q4: 999 shares 999 $44.3K 0.01% -260 Timeline BLD TOPBUILD COR More: the full row for TOPBUILD COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8 shares; 2024Q4: 7 shares; 2025Q1: 6 shares; 2025Q2: 3 shares; 2025Q3: 106 shares; 2025Q4: 106 shares 106 $44.2K 0.01% 0 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23 shares; 2024Q4: 13 shares; 2025Q1: 17 shares; 2025Q2: 9 shares; 2025Q3: 175 shares; 2025Q4: 324 shares 324 $44.1K 0.01% +149 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10 shares; 2024Q4: 12 shares; 2025Q1: 9 shares; 2025Q2: 11 shares; 2025Q3: 361 shares; 2025Q4: 324 shares 324 $44.1K 0.01% -37 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45 shares; 2024Q4: 61 shares; 2025Q1: 37 shares; 2025Q2: 55 shares; 2025Q3: 55 shares; 2025Q4: 1,277 shares 1,277 $44K 0.01% +1,222 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27 shares; 2024Q4: 23 shares; 2025Q1: 23 shares; 2025Q2: 11 shares; 2025Q3: 323 shares; 2025Q4: 323 shares 323 $44K 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: 87 shares; 2024Q4: 76 shares; 2025Q1: 76 shares; 2025Q2: 45 shares; 2025Q3: 543 shares; 2025Q4: 508 shares 508 $43.5K 0.01% -35 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: 19 shares; 2024Q4: 16 shares; 2025Q1: 21 shares; 2025Q2: 13 shares; 2025Q3: 212 shares; 2025Q4: 213 shares 213 $43.2K 0.01% +1 Timeline HE HAWAIIAN ELEC INDS INC MTN B More: the full row for HAWAIIAN ELEC INDS INC MTN B Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,157 shares; 2025Q4: 3,513 shares 3,513 $43.2K 0.01% -644 Timeline GPK GRAPHIC PACKAGING HLDG CO More: the full row for GRAPHIC PACKAGING HLDG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63 shares; 2024Q4: 60 shares; 2025Q1: 61 shares; 2025Q2: 37 shares; 2025Q3: 705 shares; 2025Q4: 2,865 shares 2,865 $43.1K 0.01% +2,160 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28 shares; 2024Q4: 26 shares; 2025Q1: 23 shares; 2025Q2: 14 shares; 2025Q3: 314 shares; 2025Q4: 332 shares 332 $42.8K 0.01% +18 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5 shares; 2024Q4: 13 shares; 2025Q1: 13 shares; 2025Q2: 11 shares; 2025Q3: 596 shares; 2025Q4: 619 shares 619 $42.3K 0.01% +23 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,800 shares; 2024Q4: 1,800 shares; 2025Q1: 358 shares; 2025Q2: 351 shares; 2025Q3: 322 shares; 2025Q4: 294 shares 294 $42.2K 0.01% -28 Timeline SBAC SBA COMMUNICATIONS CORP More: the full row for SBA COMMUNICATIONS 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: 250 shares; 2025Q4: 218 shares 218 $42.2K 0.01% -32 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11 shares; 2024Q4: 8 shares; 2025Q1: 5 shares; 2025Q2: 5 shares; 2025Q3: 164 shares; 2025Q4: 175 shares 175 $42.1K 0.01% +11 Timeline THG HANOVER INS GROUP INC More: the full row for HANOVER INS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11 shares; 2024Q4: 9 shares; 2025Q1: 9 shares; 2025Q2: 6 shares; 2025Q3: 77 shares; 2025Q4: 230 shares 230 $42K 0.01% +153 Timeline PNFP PINNACLE FINANCIAL PARTNERS More: the full row for PINNACLE FINANCIAL PARTNERS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18 shares; 2024Q4: 15 shares; 2025Q1: 15 shares; 2025Q2: 10 shares; 2025Q3: 147 shares; 2025Q4: 439 shares 439 $41.9K 0.01% +292 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36 shares; 2024Q4: 31 shares; 2025Q1: 31 shares; 2025Q2: 16 shares; 2025Q3: 16 shares; 2025Q4: 151 shares 151 $41.6K 0.01% +135 Timeline FNB F N B CORP More: the full row for F N B CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72 shares; 2024Q4: 65 shares; 2025Q1: 72 shares; 2025Q2: 32 shares; 2025Q3: 2,417 shares; 2025Q4: 2,417 shares 2,417 $41.3K 0.01% 0 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17 shares; 2024Q4: 114 shares; 2025Q1: 14 shares; 2025Q2: 8 shares; 2025Q3: 142 shares; 2025Q4: 151 shares 151 $41.2K 0.01% +9 Timeline NVCR NOVOCURE LTD More: the full row for NOVOCURE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,160 shares; 2025Q4: 3,182 shares 3,182 $41.1K 0.01% +22 Timeline QRVO QORVO INC More: the full row for QORVO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 517 shares; 2025Q4: 483 shares 483 $40.8K 0.01% -34 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 446 shares; 2024Q4: 42 shares; 2025Q1: 200 shares; 2025Q2: 13 shares; 2025Q3: 232 shares; 2025Q4: 411 shares 411 $40.8K 0.01% +179 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8 shares; 2025Q3: 483 shares; 2025Q4: 307 shares 307 $40.8K 0.01% -176 Timeline GNTX GENTEX CORP More: the full row for GENTEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49 shares; 2024Q4: 38 shares; 2025Q1: 13 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,751 shares 1,751 $40.7K 0.01% new Timeline ARE ALEXANDRIA REAL ESTATE EQ IN More: the full row for ALEXANDRIA REAL ESTATE EQ IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 58 shares; 2025Q3: 636 shares; 2025Q4: 829 shares 829 $40.6K 0.01% +193 Timeline GSEW 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: 476 shares; 2024Q4: 476 shares; 2025Q1: 476 shares; 2025Q2: 476 shares; 2025Q3: 476 shares; 2025Q4: 476 shares 476 $40.5K 0.01% 0 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10 shares; 2024Q4: 7 shares; 2025Q1: 7 shares; 2025Q2: 4 shares; 2025Q3: 4 shares; 2025Q4: 72 shares 72 $40.4K 0.01% +68 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 1 shares; 2025Q3: 28 shares; 2025Q4: 29 shares 29 $40.4K 0.01% +1 Timeline CLF CLEVELAND-CLIFFS INC NEW More: the full row for CLEVELAND-CLIFFS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,012 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,040 shares; 2025Q4: 3,040 shares 3,040 $40.4K 0.01% 0 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 615 shares; 2025Q4: 615 shares 615 $40K 0.01% 0 Timeline TTEK TETRA TECH INC NEW More: the full row for TETRA TECH INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43 shares; 2024Q4: 38 shares; 2025Q1: 29 shares; 2025Q2: 19 shares; 2025Q3: 1,473 shares; 2025Q4: 1,192 shares 1,192 $40K 0.01% -281 Timeline HUN HUNTSMAN CORP More: the full row for HUNTSMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,623 shares; 2025Q4: 3,976 shares 3,976 $39.8K 0.01% +353 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: 123 shares; 2024Q4: 123 shares; 2025Q1: 158 shares; 2025Q2: 107 shares; 2025Q3: 107 shares; 2025Q4: 659 shares 659 $39.6K 0.01% +552 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11 shares; 2024Q4: 11 shares; 2025Q1: 11 shares; 2025Q2: 6 shares; 2025Q3: 112 shares; 2025Q4: 130 shares 130 $39.3K <0.01% +18 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28 shares; 2024Q4: 27 shares; 2025Q1: 29 shares; 2025Q2: 27 shares; 2025Q3: 27 shares; 2025Q4: 485 shares 485 $39.3K <0.01% +458 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 275 shares; 2024Q4: 223 shares; 2025Q1: 203 shares; 2025Q2: 195 shares; 2025Q3: 1,217 shares; 2025Q4: 1,034 shares 1,034 $39.3K <0.01% -183 Timeline YETI YETI HLDGS INC More: the full row for YETI HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21 shares; 2024Q4: 18 shares; 2025Q1: 18 shares; 2025Q2: 17 shares; 2025Q3: 1,356 shares; 2025Q4: 888 shares 888 $39.2K <0.01% -468 Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13 shares; 2024Q4: 9 shares; 2025Q1: 8 shares; 2025Q2: 5 shares; 2025Q3: 105 shares; 2025Q4: 115 shares 115 $39.1K <0.01% +10 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: 28 shares; 2024Q4: 22 shares; 2025Q1: 17 shares; 2025Q2: 10 shares; 2025Q3: 306 shares; 2025Q4: 260 shares 260 $39.1K <0.01% -46 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: 44 shares; 2024Q4: 38 shares; 2025Q1: 56 shares; 2025Q2: 22 shares; 2025Q3: 68 shares; 2025Q4: 192 shares 192 $39K <0.01% +124 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: 3 shares; 2024Q4: 2 shares; 2025Q1: 5 shares; 2025Q2: 15 shares; 2025Q3: 15 shares; 2025Q4: 427 shares 427 $38.9K <0.01% +412 Timeline EPR EPR PPTYS More: the full row for EPR PPTYS 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: 17 shares; 2025Q3: 861 shares; 2025Q4: 780 shares 780 $38.9K <0.01% -81 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: 22 shares; 2024Q4: 23 shares; 2025Q1: 288 shares; 2025Q2: 289 shares; 2025Q3: 23 shares; 2025Q4: 83 shares 83 $38.9K <0.01% +60 Timeline MKSI MKS INC. More: the full row for MKS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3 shares; 2024Q4: 4 shares; 2025Q1: 5 shares; 2025Q2: not reported; 2025Q3: 241 shares; 2025Q4: 243 shares 243 $38.8K <0.01% +2 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY 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: 525 shares; 2025Q4: 525 shares 525 $38.7K <0.01% 0 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 183 shares; 2024Q4: 183 shares; 2025Q1: 183 shares; 2025Q2: 183 shares; 2025Q3: 183 shares; 2025Q4: 183 shares 183 $38.5K <0.01% 0 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10 shares; 2024Q4: 4 shares; 2025Q1: 9 shares; 2025Q2: 6 shares; 2025Q3: 70 shares; 2025Q4: 158 shares 158 $38.4K <0.01% +88 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 185 shares; 2024Q4: 180 shares; 2025Q1: 180 shares; 2025Q2: 165 shares; 2025Q3: 167 shares; 2025Q4: 433 shares 433 $38.2K <0.01% +266 Timeline ICUI ICU MED INC More: the full row for ICU MED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 1 shares; 2025Q3: 411 shares; 2025Q4: 267 shares 267 $38.1K <0.01% -144 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,197 shares; 2024Q4: 16 shares; 2025Q1: 421 shares; 2025Q2: 1,042 shares; 2025Q3: 1,223 shares; 2025Q4: 1,321 shares 1,321 $38.1K <0.01% +98 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 454 shares 454 $38K <0.01% new 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: 38 shares; 2024Q4: 27 shares; 2025Q1: 28 shares; 2025Q2: 15 shares; 2025Q3: 14 shares; 2025Q4: 166 shares 166 $37.8K <0.01% +152 Timeline IJS 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: 332 shares; 2024Q4: 332 shares; 2025Q1: 332 shares; 2025Q2: 332 shares; 2025Q3: 332 shares; 2025Q4: 332 shares 332 $37.8K <0.01% 0 Timeline AGO ASSURED GUARANTY LTD More: the full row for ASSURED GUARANTY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24 shares; 2024Q4: 21 shares; 2025Q1: 21 shares; 2025Q2: 12 shares; 2025Q3: 419 shares; 2025Q4: 419 shares 419 $37.7K <0.01% 0 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS 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: 1,476 shares 1,476 $37.6K <0.01% new Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10 shares; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: 451 shares; 2025Q3: 488 shares; 2025Q4: 488 shares 488 $37.5K <0.01% 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: 238 shares; 2024Q4: 228 shares; 2025Q1: 205 shares; 2025Q2: 214 shares; 2025Q3: 214 shares; 2025Q4: 228 shares 228 $37.2K <0.01% +14 Timeline AXS AXIS CAP HLDGS LTD More: the full row for AXIS CAP HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24 shares; 2024Q4: 20 shares; 2025Q1: 20 shares; 2025Q2: 14 shares; 2025Q3: 54 shares; 2025Q4: 345 shares 345 $36.9K <0.01% +291 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6 shares; 2024Q4: 4 shares; 2025Q1: 20 shares; 2025Q2: 3 shares; 2025Q3: 133 shares; 2025Q4: 167 shares 167 $36.6K <0.01% +34 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,010 shares 1,010 $36.6K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,342 shares 3,342 $36.4K <0.01% new Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20 shares; 2024Q4: 38 shares; 2025Q1: 39 shares; 2025Q2: not reported; 2025Q3: 8 shares; 2025Q4: 161 shares 161 $36.3K <0.01% +153 Timeline SWKS SKYWORKS SOLUTIONS INC More: the full row for SKYWORKS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20 shares; 2024Q4: 82 shares; 2025Q1: 70 shares; 2025Q2: 79 shares; 2025Q3: 688 shares; 2025Q4: 572 shares 572 $36.3K <0.01% -116 Timeline CE CELANESE CORP DEL More: the full row for CELANESE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 856 shares 856 $36.2K <0.01% new 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: 339 shares; 2024Q4: 339 shares; 2025Q1: 339 shares; 2025Q2: 339 shares; 2025Q3: 339 shares; 2025Q4: 339 shares 339 $36.2K <0.01% 0 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: 1,312 shares; 2024Q4: 1,268 shares; 2025Q1: 1,553 shares; 2025Q2: 1,204 shares; 2025Q3: 1,192 shares; 2025Q4: 1,315 shares 1,315 $36.2K <0.01% +123 Timeline LVS LAS VEGAS SANDS CORP More: the full row for LAS VEGAS SANDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13 shares; 2024Q4: 22 shares; 2025Q1: 17 shares; 2025Q2: 20 shares; 2025Q3: 27 shares; 2025Q4: 554 shares 554 $36.1K <0.01% +527 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11 shares; 2024Q4: 9 shares; 2025Q1: 9 shares; 2025Q2: 6 shares; 2025Q3: 5 shares; 2025Q4: 74 shares 74 $36.1K <0.01% +69 Timeline HOLX HOLOGIC INC More: the full row for HOLOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 118 shares; 2024Q4: 111 shares; 2025Q1: 110 shares; 2025Q2: 106 shares; 2025Q3: 468 shares; 2025Q4: 484 shares 484 $36.1K <0.01% +16 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 462 shares; 2024Q4: 452 shares; 2025Q1: 452 shares; 2025Q2: 842 shares; 2025Q3: 1,236 shares; 2025Q4: 894 shares 894 $35.9K <0.01% -342 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: 176 shares; 2024Q4: 26 shares; 2025Q1: 356 shares; 2025Q2: 347 shares; 2025Q3: 670 shares; 2025Q4: 222 shares 222 $35.6K <0.01% -448 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: 38 shares; 2024Q4: 20 shares; 2025Q1: 20 shares; 2025Q2: 11 shares; 2025Q3: 161 shares; 2025Q4: 173 shares 173 $35.6K <0.01% +12 Timeline FMDE FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON 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: 973 shares 973 $35.4K <0.01% new Timeline ALLY ALLY FINL INC More: the full row for ALLY FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75 shares; 2024Q4: 59 shares; 2025Q1: 59 shares; 2025Q2: 30 shares; 2025Q3: 561 shares; 2025Q4: 779 shares 779 $35.3K <0.01% +218 Timeline QXO QXO INC More: the full row for QXO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 625 shares; 2025Q1: 1,723 shares; 2025Q2: 1,723 shares; 2025Q3: 1,823 shares; 2025Q4: 1,823 shares 1,823 $35.2K <0.01% 0 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11 shares; 2024Q4: 11 shares; 2025Q1: 11 shares; 2025Q2: 6 shares; 2025Q3: 94 shares; 2025Q4: 162 shares 162 $35.2K <0.01% +68 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,369 shares 1,369 $35K <0.01% new Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44 shares; 2024Q4: 31 shares; 2025Q1: 46 shares; 2025Q2: 22 shares; 2025Q3: 311 shares; 2025Q4: 801 shares 801 $34.9K <0.01% +490 Timeline BMRN BIOMARIN PHARMACEUTICAL INC More: the full row for BIOMARIN PHARMACEUTICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28 shares; 2024Q4: 4 shares; 2025Q1: 21 shares; 2025Q2: not reported; 2025Q3: 13 shares; 2025Q4: 579 shares 579 $34.4K <0.01% +566 Timeline GMED GLOBUS MED INC More: the full row for GLOBUS MED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11 shares; 2025Q2: 11 shares; 2025Q3: 395 shares; 2025Q4: 394 shares 394 $34.4K <0.01% -1 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS 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: 254 shares; 2025Q4: 1,222 shares 1,222 $34.4K <0.01% +968 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 298 shares; 2024Q4: 298 shares; 2025Q1: 298 shares; 2025Q2: 334 shares; 2025Q3: 334 shares; 2025Q4: 334 shares 334 $34.1K <0.01% 0 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 320 shares; 2024Q4: 283 shares; 2025Q1: 281 shares; 2025Q2: 265 shares; 2025Q3: 332 shares; 2025Q4: 386 shares 386 $33.7K <0.01% +54 Timeline ONON ON HLDG AG More: the full row for ON HLDG AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18 shares; 2025Q2: 18 shares; 2025Q3: 18 shares; 2025Q4: 725 shares 725 $33.7K <0.01% +707 Timeline EIM EATON VANCE MUN BD FD More: the full row for EATON VANCE MUN BD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,143 shares; 2024Q4: 4,204 shares; 2025Q1: 4,267 shares; 2025Q2: 4,335 shares; 2025Q3: 3,398 shares; 2025Q4: 3,451 shares 3,451 $33.6K <0.01% +53 Timeline WH WYNDHAM HOTELS & RESORTS INC More: the full row for WYNDHAM HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16 shares; 2024Q4: 14 shares; 2025Q1: 14 shares; 2025Q2: 8 shares; 2025Q3: 8 shares; 2025Q4: 444 shares 444 $33.5K <0.01% +436 Timeline VIOV 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 343 shares 343 $33.5K <0.01% new Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 426 shares 426 $33.5K <0.01% new Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30 shares; 2024Q4: 19 shares; 2025Q1: 19 shares; 2025Q2: 10 shares; 2025Q3: 378 shares; 2025Q4: 378 shares 378 $33.5K <0.01% 0 Timeline PTLC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares 600 $33.3K <0.01% 0 Timeline DFNM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,730 shares; 2024Q4: 1,744 shares; 2025Q1: 1,744 shares; 2025Q2: 1,940 shares; 2025Q3: 690 shares; 2025Q4: 690 shares 690 $33.2K <0.01% 0 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44 shares; 2024Q4: 32 shares; 2025Q1: 32 shares; 2025Q2: 19 shares; 2025Q3: 19 shares; 2025Q4: 289 shares 289 $33.2K <0.01% +270 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,238 shares; 2024Q4: 2,238 shares; 2025Q1: 3,419 shares; 2025Q2: 2,238 shares; 2025Q3: 2,238 shares; 2025Q4: 2,238 shares 2,238 $33.1K <0.01% 0 Timeline NEU NEWMARKET CORP More: the full row for NEWMARKET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3 shares; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 1 shares; 2025Q3: 13 shares; 2025Q4: 48 shares 48 $33K <0.01% +35 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3 shares; 2024Q4: 4 shares; 2025Q1: 5 shares; 2025Q2: 3 shares; 2025Q3: 3 shares; 2025Q4: 144 shares 144 $33K <0.01% +141 Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 369 shares; 2024Q4: 367 shares; 2025Q1: 367 shares; 2025Q2: 358 shares; 2025Q3: 358 shares; 2025Q4: 365 shares 365 $32.9K <0.01% +7 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: 106 shares; 2024Q4: 33 shares; 2025Q1: 28 shares; 2025Q2: 18 shares; 2025Q3: 168 shares; 2025Q4: 168 shares 168 $32.8K <0.01% 0 Timeline NZF NUVEEN MUN CR INCOME FD More: the full row for NUVEEN MUN CR INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,581 shares; 2025Q1: 2,581 shares; 2025Q2: 2,581 shares; 2025Q3: 2,581 shares; 2025Q4: 2,581 shares 2,581 $32.5K <0.01% 0 Timeline HIW HIGHWOODS PPTYS INC More: the full row for HIGHWOODS PPTYS 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: 1,549 shares; 2025Q4: 1,251 shares 1,251 $32.3K <0.01% -298 Timeline MKTX MARKETAXESS HLDGS INC More: the full row for MARKETAXESS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6 shares; 2024Q4: 4 shares; 2025Q1: 1 shares; 2025Q2: 3 shares; 2025Q3: not reported; 2025Q4: 177 shares 177 $32.1K <0.01% new Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22 shares; 2024Q4: 128 shares; 2025Q1: 132 shares; 2025Q2: 129 shares; 2025Q3: 129 shares; 2025Q4: 144 shares 144 $32.1K <0.01% +15 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,011 shares; 2024Q4: 903 shares; 2025Q1: 916 shares; 2025Q2: 711 shares; 2025Q3: 713 shares; 2025Q4: 715 shares 715 $32K <0.01% +2 Timeline