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: 285,536 shares; 2024Q4: 248,764 shares; 2025Q1: 241,430 shares; 2025Q2: 239,315 shares; 2025Q3: 217,766 shares; 2025Q4: 205,871 shares 205,871 $56M 4.68% -11,895 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: 303,244 shares; 2024Q4: 306,679 shares; 2025Q1: 270,844 shares; 2025Q2: 271,215 shares; 2025Q3: 256,166 shares; 2025Q4: 255,614 shares 255,614 $47.7M 3.99% -552 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: 91,227 shares; 2024Q4: 93,462 shares; 2025Q1: 92,663 shares; 2025Q2: 91,929 shares; 2025Q3: 90,062 shares; 2025Q4: 91,580 shares 91,580 $44.3M 3.71% +1,518 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: 119,307 shares; 2024Q4: 139,976 shares; 2025Q1: 157,313 shares; 2025Q2: 171,866 shares; 2025Q3: 187,733 shares; 2025Q4: 194,888 shares 194,888 $38.7M 3.24% +7,155 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: 154,342 shares; 2024Q4: 116,554 shares; 2025Q1: 112,866 shares; 2025Q2: 108,334 shares; 2025Q3: 104,230 shares; 2025Q4: 103,598 shares 103,598 $32.4M 2.71% -632 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,009 shares; 2024Q4: 74,400 shares; 2025Q1: 95,441 shares; 2025Q2: 106,254 shares; 2025Q3: 121,497 shares; 2025Q4: 133,986 shares 133,986 $28M 2.34% +12,489 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: 106,762 shares; 2024Q4: 108,372 shares; 2025Q1: 107,643 shares; 2025Q2: 110,379 shares; 2025Q3: 109,454 shares; 2025Q4: 114,701 shares 114,701 $26.5M 2.22% +5,247 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: 71,876 shares; 2024Q4: 73,032 shares; 2025Q1: 74,717 shares; 2025Q2: 77,623 shares; 2025Q3: 77,229 shares; 2025Q4: 77,995 shares 77,995 $25.1M 2.1% +766 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: 39,336 shares; 2024Q4: 40,267 shares; 2025Q1: 45,049 shares; 2025Q2: 45,879 shares; 2025Q3: 39,486 shares; 2025Q4: 39,951 shares 39,951 $22.9M 1.92% +465 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: 60,976 shares; 2024Q4: 59,064 shares; 2025Q1: 57,028 shares; 2025Q2: 54,635 shares; 2025Q3: 48,096 shares; 2025Q4: 47,752 shares 47,752 $22.6M 1.89% -344 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: 143,062 shares; 2024Q4: 143,062 shares; 2025Q1: 143,062 shares; 2025Q2: 143,062 shares; 2025Q3: 143,062 shares; 2025Q4: 143,062 shares 143,062 $19.3M 1.62% 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: 48,365 shares; 2024Q4: 56,271 shares; 2025Q1: 67,895 shares; 2025Q2: 74,257 shares; 2025Q3: 84,719 shares; 2025Q4: 89,893 shares 89,893 $18.9M 1.58% +5,174 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,811 shares; 2024Q4: 30,991 shares; 2025Q1: 31,280 shares; 2025Q2: 32,815 shares; 2025Q3: 35,277 shares; 2025Q4: 36,624 shares 36,624 $18.4M 1.54% +1,347 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: 141,283 shares; 2024Q4: 159,087 shares; 2025Q1: 185,818 shares; 2025Q2: 190,236 shares; 2025Q3: 209,780 shares; 2025Q4: 220,336 shares 220,336 $16.3M 1.37% +10,556 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: 111,801 shares; 2024Q4: 113,126 shares; 2025Q1: 114,860 shares; 2025Q2: 114,866 shares; 2025Q3: 114,931 shares; 2025Q4: 112,538 shares 112,538 $16.2M 1.35% -2,393 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: 97,318 shares; 2024Q4: 99,769 shares; 2025Q1: 100,424 shares; 2025Q2: 101,492 shares; 2025Q3: 102,367 shares; 2025Q4: 101,783 shares 101,783 $15.5M 1.3% -584 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: 85,122 shares; 2024Q4: 85,904 shares; 2025Q1: 79,722 shares; 2025Q2: 79,633 shares; 2025Q3: 79,469 shares; 2025Q4: 80,011 shares 80,011 $14.7M 1.23% +542 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: 13,131 shares; 2025Q1: 13,192 shares; 2025Q2: 13,380 shares; 2025Q3: 13,474 shares; 2025Q4: 13,538 shares 13,538 $14.5M 1.21% +64 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: 68,227 shares; 2024Q4: 69,864 shares; 2025Q1: 70,057 shares; 2025Q2: 68,630 shares; 2025Q3: 68,636 shares; 2025Q4: 69,496 shares 69,496 $14.4M 1.2% +860 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,326 shares; 2024Q4: 44,600 shares; 2025Q1: 44,267 shares; 2025Q2: 44,625 shares; 2025Q3: 44,839 shares; 2025Q4: 45,542 shares 45,542 $14.2M 1.19% +703 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: 119,813 shares; 2024Q4: 117,620 shares; 2025Q1: 109,168 shares; 2025Q2: 102,572 shares; 2025Q3: 97,688 shares; 2025Q4: 97,565 shares 97,565 $14M 1.17% -123 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: 109,507 shares; 2024Q4: 31,892 shares; 2025Q1: 21,086 shares; 2025Q2: 21,143 shares; 2025Q3: 20,743 shares; 2025Q4: 19,401 shares 19,401 $13.2M 1.11% -1,342 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: 47,811 shares; 2024Q4: 48,802 shares; 2025Q1: 46,751 shares; 2025Q2: 45,353 shares; 2025Q3: 44,819 shares; 2025Q4: 42,041 shares 42,041 $13.2M 1.1% -2,778 Timeline FMHI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 141,202 shares; 2024Q4: 165,903 shares; 2025Q1: 233,078 shares; 2025Q2: 257,873 shares; 2025Q3: 244,319 shares; 2025Q4: 269,208 shares 269,208 $12.9M 1.08% +24,889 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: 148,123 shares; 2024Q4: 151,698 shares; 2025Q1: 150,932 shares; 2025Q2: 152,715 shares; 2025Q3: 155,177 shares; 2025Q4: 156,929 shares 156,929 $12.6M 1.05% +1,752 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: 112,610 shares; 2024Q4: 113,861 shares; 2025Q1: 115,751 shares; 2025Q2: 118,035 shares; 2025Q3: 118,910 shares; 2025Q4: 119,387 shares 119,387 $12.6M 1.05% +477 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 167,671 shares; 2024Q4: 152,989 shares; 2025Q1: 197,519 shares; 2025Q2: 186,099 shares; 2025Q3: 187,554 shares; 2025Q4: 142,791 shares 142,791 $12.4M 1.04% -44,763 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: 35,243 shares; 2024Q4: 37,113 shares; 2025Q1: 35,960 shares; 2025Q2: 35,905 shares; 2025Q3: 35,747 shares; 2025Q4: 36,163 shares 36,163 $12.4M 1.04% +416 Timeline KNG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 183,067 shares; 2024Q4: 211,742 shares; 2025Q1: 252,328 shares; 2025Q2: 254,649 shares; 2025Q3: 260,586 shares; 2025Q4: 249,208 shares 249,208 $12.2M 1.02% -11,378 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: 35,025 shares; 2024Q4: 34,853 shares; 2025Q1: 34,821 shares; 2025Q2: 35,182 shares; 2025Q3: 35,832 shares; 2025Q4: 36,308 shares 36,308 $11.9M 0.99% +476 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: 38,749 shares; 2024Q4: 59,179 shares; 2025Q1: 101,355 shares; 2025Q2: 112,448 shares; 2025Q3: 123,390 shares; 2025Q4: 131,516 shares 131,516 $11.8M 0.98% +8,126 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: 107,862 shares; 2024Q4: 108,654 shares; 2025Q1: 77,496 shares; 2025Q2: 73,062 shares; 2025Q3: 64,700 shares; 2025Q4: 64,963 shares 64,963 $11.5M 0.97% +263 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: 144,331 shares; 2024Q4: 145,333 shares; 2025Q1: 144,705 shares; 2025Q2: 144,595 shares; 2025Q3: 144,768 shares; 2025Q4: 146,072 shares 146,072 $11.3M 0.94% +1,304 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: 43,163 shares; 2024Q4: 43,620 shares; 2025Q1: 39,109 shares; 2025Q2: 39,235 shares; 2025Q3: 39,630 shares; 2025Q4: 40,143 shares 40,143 $10.3M 0.86% +513 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 34,756 shares; 2025Q2: 34,734 shares; 2025Q3: 34,755 shares; 2025Q4: 35,136 shares 35,136 $10.3M 0.86% +381 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: 84,713 shares; 2024Q4: 104,321 shares; 2025Q1: 119,994 shares; 2025Q2: 124,212 shares; 2025Q3: 132,643 shares; 2025Q4: 141,513 shares 141,513 $10.3M 0.86% +8,870 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: 26,590 shares; 2024Q4: 26,907 shares; 2025Q1: 26,620 shares; 2025Q2: 27,147 shares; 2025Q3: 27,561 shares; 2025Q4: 28,998 shares 28,998 $10.2M 0.85% +1,437 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,947 shares; 2024Q4: 39,113 shares; 2025Q1: 39,784 shares; 2025Q2: 40,681 shares; 2025Q3: 41,674 shares; 2025Q4: 41,025 shares 41,025 $10.1M 0.85% -649 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: 13,183 shares; 2024Q4: 13,074 shares; 2025Q1: 12,869 shares; 2025Q2: 12,821 shares; 2025Q3: 12,185 shares; 2025Q4: 11,589 shares 11,589 $9.99M 0.84% -596 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: 8,004 shares; 2024Q4: 8,858 shares; 2025Q1: 8,941 shares; 2025Q2: 8,662 shares; 2025Q3: 8,714 shares; 2025Q4: 8,772 shares 8,772 $9.38M 0.79% +58 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: 102,665 shares; 2024Q4: 116,011 shares; 2025Q1: 115,847 shares; 2025Q2: 119,106 shares; 2025Q3: 130,481 shares; 2025Q4: 137,388 shares 137,388 $9.07M 0.76% +6,907 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: 16,673 shares; 2024Q4: 16,754 shares; 2025Q1: 16,755 shares; 2025Q2: 16,719 shares; 2025Q3: 15,232 shares; 2025Q4: 15,404 shares 15,404 $8.79M 0.74% +172 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: 16,905 shares; 2024Q4: 17,314 shares; 2025Q1: 17,307 shares; 2025Q2: 17,469 shares; 2025Q3: 17,830 shares; 2025Q4: 18,089 shares 18,089 $8.75M 0.73% +259 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: 7,677 shares; 2024Q4: 8,131 shares; 2025Q1: 8,449 shares; 2025Q2: 8,772 shares; 2025Q3: 8,939 shares; 2025Q4: 9,781 shares 9,781 $8.6M 0.72% +842 Timeline SCHJ 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: 58,618 shares; 2024Q4: 151,814 shares; 2025Q1: 195,920 shares; 2025Q2: 232,966 shares; 2025Q3: 206,657 shares; 2025Q4: 342,171 shares 342,171 $8.52M 0.71% +135,514 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: 30,068 shares; 2024Q4: 30,429 shares; 2025Q1: 30,403 shares; 2025Q2: 30,420 shares; 2025Q3: 30,837 shares; 2025Q4: 31,049 shares 31,049 $8.33M 0.7% +212 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: 42,166 shares; 2024Q4: 42,181 shares; 2025Q1: 38,531 shares; 2025Q2: 39,170 shares; 2025Q3: 36,607 shares; 2025Q4: 35,560 shares 35,560 $8.12M 0.68% -1,047 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: 51,633 shares; 2024Q4: 52,512 shares; 2025Q1: 53,634 shares; 2025Q2: 55,078 shares; 2025Q3: 52,307 shares; 2025Q4: 52,475 shares 52,475 $8.06M 0.67% +168 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: 90,323 shares; 2024Q4: 110,901 shares; 2025Q1: 110,298 shares; 2025Q2: 111,323 shares; 2025Q3: 111,397 shares; 2025Q4: 114,012 shares 114,012 $7.97M 0.67% +2,615 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: 24,744 shares; 2024Q4: 24,905 shares; 2025Q1: 25,178 shares; 2025Q2: 25,054 shares; 2025Q3: 25,297 shares; 2025Q4: 25,586 shares 25,586 $7.3M 0.61% +289 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,741 shares; 2024Q4: 32,337 shares; 2025Q1: 33,147 shares; 2025Q2: 33,974 shares; 2025Q3: 35,781 shares; 2025Q4: 37,108 shares 37,108 $7.2M 0.6% +1,327 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: 45,475 shares; 2024Q4: 47,197 shares; 2025Q1: 48,230 shares; 2025Q2: 49,602 shares; 2025Q3: 50,403 shares; 2025Q4: 49,974 shares 49,974 $7.16M 0.6% -429 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: 38,829 shares; 2024Q4: 44,620 shares; 2025Q1: 45,511 shares; 2025Q2: 45,845 shares; 2025Q3: 53,326 shares; 2025Q4: 57,628 shares 57,628 $6.93M 0.58% +4,302 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: 77,716 shares; 2024Q4: 77,198 shares; 2025Q1: 72,328 shares; 2025Q2: 70,568 shares; 2025Q3: 63,754 shares; 2025Q4: 60,004 shares 60,004 $6.68M 0.56% -3,750 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: 141,169 shares; 2024Q4: 146,376 shares; 2025Q1: 148,180 shares; 2025Q2: 150,040 shares; 2025Q3: 152,293 shares; 2025Q4: 158,017 shares 158,017 $6.44M 0.54% +5,724 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116,317 shares; 2024Q4: 118,033 shares; 2025Q1: 118,044 shares; 2025Q2: 117,886 shares; 2025Q3: 118,159 shares; 2025Q4: 116,418 shares 116,418 $6.21M 0.52% -1,741 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: 54,180 shares; 2024Q4: 55,009 shares; 2025Q1: 55,842 shares; 2025Q2: 59,284 shares; 2025Q3: 61,840 shares; 2025Q4: 62,732 shares 62,732 $6.03M 0.5% +892 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,717 shares; 2024Q4: 36,260 shares; 2025Q1: 37,592 shares; 2025Q2: 41,598 shares; 2025Q3: 42,100 shares; 2025Q4: 42,581 shares 42,581 $5.76M 0.48% +481 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: 13,785 shares; 2024Q4: 13,832 shares; 2025Q1: 13,550 shares; 2025Q2: 13,828 shares; 2025Q3: 15,042 shares; 2025Q4: 16,352 shares 16,352 $5.66M 0.47% +1,310 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,506 shares; 2024Q4: 10,007 shares; 2025Q1: 8,955 shares; 2025Q2: 9,076 shares; 2025Q3: 9,302 shares; 2025Q4: 9,395 shares 9,395 $5.36M 0.45% +93 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: 5,463 shares; 2024Q4: 5,749 shares; 2025Q1: 6,087 shares; 2025Q2: 6,371 shares; 2025Q3: 6,514 shares; 2025Q4: 6,600 shares 6,600 $5.34M 0.45% +86 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,742 shares; 2024Q4: 50,247 shares; 2025Q1: 50,420 shares; 2025Q2: 51,131 shares; 2025Q3: 51,645 shares; 2025Q4: 52,192 shares 52,192 $5.27M 0.44% +547 Timeline UCON FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 458,040 shares; 2024Q4: 434,490 shares; 2025Q1: 416,183 shares; 2025Q2: 384,965 shares; 2025Q3: 222,387 shares; 2025Q4: 206,599 shares 206,599 $5.2M 0.44% -15,788 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,855 shares; 2024Q4: 58,634 shares; 2025Q1: 58,517 shares; 2025Q2: 58,377 shares; 2025Q3: 59,410 shares; 2025Q4: 60,342 shares 60,342 $5.08M 0.43% +932 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,800 shares; 2024Q4: 1,800 shares; 2025Q1: 10,220 shares; 2025Q2: 10,252 shares; 2025Q3: 10,393 shares; 2025Q4: 10,654 shares 10,654 $5M 0.42% +261 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 68,437 shares; 2025Q3: 167,972 shares; 2025Q4: 186,038 shares 186,038 $4.96M 0.42% +18,066 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: 40,352 shares; 2024Q4: 40,814 shares; 2025Q1: 40,684 shares; 2025Q2: 40,259 shares; 2025Q3: 40,110 shares; 2025Q4: 39,518 shares 39,518 $4.95M 0.41% -592 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: 14,507 shares; 2024Q4: 15,290 shares; 2025Q1: 15,472 shares; 2025Q2: 15,659 shares; 2025Q3: 15,659 shares; 2025Q4: 15,914 shares 15,914 $4.86M 0.41% +255 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: 3,144 shares; 2024Q4: 3,275 shares; 2025Q1: 3,000 shares; 2025Q2: 2,800 shares; 2025Q3: 4,397 shares; 2025Q4: 4,403 shares 4,403 $4.73M 0.4% +6 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,400 shares; 2024Q4: 91,400 shares; 2025Q1: 91,400 shares; 2025Q2: 91,400 shares; 2025Q3: 91,320 shares; 2025Q4: 91,320 shares 91,320 $4.62M 0.39% 0 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: 6,148 shares; 2024Q4: 6,672 shares; 2025Q1: 7,021 shares; 2025Q2: 7,505 shares; 2025Q3: 7,523 shares; 2025Q4: 7,492 shares 7,492 $4.34M 0.36% -31 Timeline CDX SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN 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: 164,562 shares; 2025Q4: 194,553 shares 194,553 $4.33M 0.36% +29,991 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,251 shares; 2025Q3: 36,755 shares; 2025Q4: 44,733 shares 44,733 $4.16M 0.35% +7,978 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,460 shares; 2024Q4: 72,521 shares; 2025Q1: 66,291 shares; 2025Q2: 66,490 shares; 2025Q3: 68,817 shares; 2025Q4: 68,395 shares 68,395 $3.98M 0.33% -422 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,432 shares; 2024Q4: 39,396 shares; 2025Q1: 37,573 shares; 2025Q2: 30,580 shares; 2025Q3: 30,948 shares; 2025Q4: 31,098 shares 31,098 $3.97M 0.33% +150 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: 6,622 shares; 2024Q4: 7,037 shares; 2025Q1: 6,868 shares; 2025Q2: 5,487 shares; 2025Q3: 5,725 shares; 2025Q4: 5,751 shares 5,751 $3.8M 0.32% +26 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: 32,765 shares; 2024Q4: 32,656 shares; 2025Q1: 34,269 shares; 2025Q2: 34,991 shares; 2025Q3: 34,385 shares; 2025Q4: 32,872 shares 32,872 $3.74M 0.31% -1,513 Timeline FVR FRONTVIEW REIT INC More: the full row for FRONTVIEW 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: not reported; 2025Q4: 246,945 shares 246,945 $3.65M 0.31% new Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,550 shares; 2024Q4: 12,246 shares; 2025Q1: 13,223 shares; 2025Q2: 14,092 shares; 2025Q3: 15,100 shares; 2025Q4: 15,081 shares 15,081 $3.63M 0.3% -19 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,601 shares; 2024Q4: 4,984 shares; 2025Q1: 4,556 shares; 2025Q2: 4,785 shares; 2025Q3: 6,780 shares; 2025Q4: 6,977 shares 6,977 $3.56M 0.3% +197 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: 68,594 shares; 2024Q4: 5,539 shares; 2025Q1: 6,046 shares; 2025Q2: 6,244 shares; 2025Q3: 6,197 shares; 2025Q4: 5,780 shares 5,780 $3.55M 0.3% -417 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,693 shares; 2024Q4: 62,762 shares; 2025Q1: 57,474 shares; 2025Q2: 57,605 shares; 2025Q3: 61,731 shares; 2025Q4: 61,526 shares 61,526 $3.52M 0.29% -205 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: 11,184 shares; 2024Q4: 12,492 shares; 2025Q1: 13,264 shares; 2025Q2: 14,192 shares; 2025Q3: 14,928 shares; 2025Q4: 14,913 shares 14,913 $3.45M 0.29% -15 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,357 shares; 2024Q4: 26,191 shares; 2025Q1: 28,125 shares; 2025Q2: 29,505 shares; 2025Q3: 29,744 shares; 2025Q4: 26,978 shares 26,978 $3.39M 0.28% -2,766 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: 18,724 shares; 2024Q4: 21,313 shares; 2025Q1: 21,511 shares; 2025Q2: 18,886 shares; 2025Q3: 19,064 shares; 2025Q4: 19,366 shares 19,366 $3.36M 0.28% +302 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,333 shares; 2024Q4: 47,017 shares; 2025Q1: 40,884 shares; 2025Q2: 35,322 shares; 2025Q3: 34,470 shares; 2025Q4: 34,648 shares 34,648 $3.33M 0.28% +178 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 228,226 shares; 2024Q4: 217,066 shares; 2025Q1: 201,924 shares; 2025Q2: 171,253 shares; 2025Q3: 170,548 shares; 2025Q4: 163,644 shares 163,644 $3.31M 0.28% -6,904 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: 10,799 shares; 2024Q4: 11,001 shares; 2025Q1: 10,536 shares; 2025Q2: 10,601 shares; 2025Q3: 10,734 shares; 2025Q4: 10,905 shares 10,905 $3.23M 0.27% +171 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: 4,873 shares; 2024Q4: 4,997 shares; 2025Q1: 4,913 shares; 2025Q2: 4,933 shares; 2025Q3: 7,833 shares; 2025Q4: 8,023 shares 8,023 $3.18M 0.27% +190 Timeline IGLB 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: 152,090 shares; 2024Q4: 147,855 shares; 2025Q1: 141,786 shares; 2025Q2: 123,819 shares; 2025Q3: 65,770 shares; 2025Q4: 62,439 shares 62,439 $3.15M 0.26% -3,331 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,140 shares; 2024Q4: 43,276 shares; 2025Q1: 43,211 shares; 2025Q2: 43,160 shares; 2025Q3: 44,039 shares; 2025Q4: 46,388 shares 46,388 $3.12M 0.26% +2,349 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: 26,646 shares; 2024Q4: 27,930 shares; 2025Q1: 27,217 shares; 2025Q2: 27,318 shares; 2025Q3: 24,978 shares; 2025Q4: 25,301 shares 25,301 $3.04M 0.25% +323 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,517 shares; 2024Q4: 11,617 shares; 2025Q1: 12,562 shares; 2025Q2: 12,991 shares; 2025Q3: 13,729 shares; 2025Q4: 14,728 shares 14,728 $2.82M 0.24% +999 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: 74,861 shares; 2024Q4: 21,257 shares; 2025Q1: 16,668 shares; 2025Q2: 15,034 shares; 2025Q3: 14,781 shares; 2025Q4: 14,256 shares 14,256 $2.72M 0.23% -525 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,501 shares; 2024Q4: 13,623 shares; 2025Q1: 13,623 shares; 2025Q2: 13,183 shares; 2025Q3: 13,183 shares; 2025Q4: 13,183 shares 13,183 $2.66M 0.22% 0 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: 6,648 shares; 2024Q4: 7,248 shares; 2025Q1: 7,895 shares; 2025Q2: 8,438 shares; 2025Q3: 8,778 shares; 2025Q4: 7,519 shares 7,519 $2.63M 0.22% -1,259 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: 7,611 shares; 2024Q4: 6,821 shares; 2025Q1: 5,541 shares; 2025Q2: 5,491 shares; 2025Q3: 5,491 shares; 2025Q4: 5,481 shares 5,481 $2.57M 0.21% -10 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,941 shares; 2024Q4: 12,989 shares; 2025Q1: 13,214 shares; 2025Q2: 13,252 shares; 2025Q3: 48,314 shares; 2025Q4: 49,459 shares 49,459 $2.49M 0.21% +1,145 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,000 shares; 2024Q4: 18,400 shares; 2025Q1: 9,595 shares; 2025Q2: 12,584 shares; 2025Q3: 12,744 shares; 2025Q4: 13,796 shares 13,796 $2.29M 0.19% +1,052 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: 117,124 shares; 2024Q4: 111,924 shares; 2025Q1: 111,924 shares; 2025Q2: 111,924 shares; 2025Q3: 111,924 shares; 2025Q4: 109,124 shares 109,124 $2.25M 0.19% -2,800 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: 3,241 shares; 2024Q4: 3,241 shares; 2025Q1: 3,242 shares; 2025Q2: 3,114 shares; 2025Q3: 3,114 shares; 2025Q4: 3,285 shares 3,285 $2.25M 0.19% +171 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: 6,868 shares; 2024Q4: 7,070 shares; 2025Q1: 7,146 shares; 2025Q2: 7,537 shares; 2025Q3: 7,769 shares; 2025Q4: 8,118 shares 8,118 $2.22M 0.19% +349 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: 14,126 shares; 2024Q4: 14,110 shares; 2025Q1: 10,609 shares; 2025Q2: 10,342 shares; 2025Q3: 10,535 shares; 2025Q4: 10,411 shares 10,411 $2.21M 0.18% -124 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: 20,723 shares; 2024Q4: 18,038 shares; 2025Q1: 16,759 shares; 2025Q2: 16,727 shares; 2025Q3: 16,174 shares; 2025Q4: 16,064 shares 16,064 $2.19M 0.18% -110 Timeline ZBRA ZEBRA TECHNOLOGIES CORPORATI More: the full row for ZEBRA TECHNOLOGIES CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,637 shares; 2024Q4: 8,458 shares; 2025Q1: 9,129 shares; 2025Q2: 9,832 shares; 2025Q3: 10,673 shares; 2025Q4: 8,978 shares 8,978 $2.18M 0.18% -1,695 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,546 shares; 2024Q4: 29,417 shares; 2025Q1: 35,041 shares; 2025Q2: 37,607 shares; 2025Q3: 38,529 shares; 2025Q4: 32,226 shares 32,226 $2.17M 0.18% -6,303 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,941 shares; 2024Q4: 3,062 shares; 2025Q1: 3,181 shares; 2025Q2: 6,671 shares; 2025Q3: 8,191 shares; 2025Q4: 10,861 shares 10,861 $2.14M 0.18% +2,670 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: 13,836 shares; 2024Q4: 21,064 shares; 2025Q1: 21,689 shares; 2025Q2: 22,056 shares; 2025Q3: 22,627 shares; 2025Q4: 22,801 shares 22,801 $2.13M 0.18% +174 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: 3,907 shares; 2024Q4: 4,602 shares; 2025Q1: 8,532 shares; 2025Q2: 18,332 shares; 2025Q3: 18,180 shares; 2025Q4: 18,180 shares 18,180 $2.12M 0.18% 0 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: 7,043 shares; 2024Q4: 7,283 shares; 2025Q1: 7,377 shares; 2025Q2: 7,783 shares; 2025Q3: 7,948 shares; 2025Q4: 8,305 shares 8,305 $2.04M 0.17% +357 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: 3,477 shares; 2024Q4: 3,597 shares; 2025Q1: 3,239 shares; 2025Q2: 10,227 shares; 2025Q3: 11,654 shares; 2025Q4: 11,906 shares 11,906 $2.04M 0.17% +252 Timeline SFGV EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 72,443 shares; 2025Q3: 63,774 shares; 2025Q4: 63,774 shares 63,774 $2.01M 0.17% 0 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,185 shares; 2024Q4: 24,585 shares; 2025Q1: 27,360 shares; 2025Q2: 28,710 shares; 2025Q3: 29,210 shares; 2025Q4: 39,440 shares 39,440 $2.01M 0.17% +10,230 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,244 shares; 2024Q4: 15,584 shares; 2025Q1: 15,985 shares; 2025Q2: 16,035 shares; 2025Q3: 16,035 shares; 2025Q4: 16,260 shares 16,260 $2M 0.17% +225 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: 16,454 shares; 2024Q4: 17,389 shares; 2025Q1: 18,238 shares; 2025Q2: 18,964 shares; 2025Q3: 19,416 shares; 2025Q4: 19,933 shares 19,933 $1.98M 0.17% +517 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: 4,248 shares; 2024Q4: 4,382 shares; 2025Q1: 4,215 shares; 2025Q2: 4,392 shares; 2025Q3: 4,303 shares; 2025Q4: 4,499 shares 4,499 $1.92M 0.16% +196 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: 4,038 shares; 2024Q4: 4,176 shares; 2025Q1: 3,791 shares; 2025Q2: 3,407 shares; 2025Q3: 3,407 shares; 2025Q4: 3,385 shares 3,385 $1.92M 0.16% -22 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: 13,324 shares; 2024Q4: 12,874 shares; 2025Q1: 25,441 shares; 2025Q2: 25,156 shares; 2025Q3: 25,311 shares; 2025Q4: 22,511 shares 22,511 $1.83M 0.15% -2,800 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,704 shares; 2024Q4: 42,711 shares; 2025Q1: 42,053 shares; 2025Q2: 42,053 shares; 2025Q3: 39,553 shares; 2025Q4: 40,203 shares 40,203 $1.83M 0.15% +650 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: 5,362 shares; 2024Q4: 5,519 shares; 2025Q1: 5,542 shares; 2025Q2: 5,801 shares; 2025Q3: 5,994 shares; 2025Q4: 6,286 shares 6,286 $1.82M 0.15% +292 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: 1,503 shares; 2024Q4: 1,758 shares; 2025Q1: 1,559 shares; 2025Q2: 1,559 shares; 2025Q3: 1,959 shares; 2025Q4: 1,985 shares 1,985 $1.74M 0.15% +26 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: 22,635 shares; 2024Q4: 2,985 shares; 2025Q1: 2,985 shares; 2025Q2: 2,985 shares; 2025Q3: 2,885 shares; 2025Q4: 2,885 shares 2,885 $1.74M 0.15% 0 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: 995 shares; 2024Q4: 981 shares; 2025Q1: 862 shares; 2025Q2: 859 shares; 2025Q3: 859 shares; 2025Q4: 859 shares 859 $1.73M 0.14% 0 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,497 shares; 2024Q4: 10,583 shares; 2025Q1: 7,747 shares; 2025Q2: 7,228 shares; 2025Q3: 5,654 shares; 2025Q4: 5,125 shares 5,125 $1.69M 0.14% -529 Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,415 shares; 2024Q4: 78,434 shares; 2025Q1: 81,350 shares; 2025Q2: 86,580 shares; 2025Q3: 89,077 shares; 2025Q4: 91,927 shares 91,927 $1.66M 0.14% +2,850 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,545 shares; 2024Q4: 18,370 shares; 2025Q1: 16,670 shares; 2025Q2: 17,765 shares; 2025Q3: 15,115 shares; 2025Q4: 16,245 shares 16,245 $1.62M 0.14% +1,130 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,960 shares; 2024Q4: 15,185 shares; 2025Q1: 15,185 shares; 2025Q2: 15,185 shares; 2025Q3: 15,170 shares; 2025Q4: 15,145 shares 15,145 $1.55M 0.13% -25 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,326 shares; 2024Q4: 6,296 shares; 2025Q1: 6,212 shares; 2025Q2: 6,206 shares; 2025Q3: 6,166 shares; 2025Q4: 6,267 shares 6,267 $1.54M 0.13% +101 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: 5,880 shares; 2024Q4: 6,005 shares; 2025Q1: 5,920 shares; 2025Q2: 5,910 shares; 2025Q3: 5,910 shares; 2025Q4: 5,830 shares 5,830 $1.53M 0.13% -80 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,369 shares; 2024Q4: 6,344 shares; 2025Q1: 6,344 shares; 2025Q2: 6,044 shares; 2025Q3: 5,249 shares; 2025Q4: 5,249 shares 5,249 $1.51M 0.13% 0 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: 10,945 shares; 2024Q4: 11,210 shares; 2025Q1: 11,135 shares; 2025Q2: 11,125 shares; 2025Q3: 11,125 shares; 2025Q4: 11,125 shares 11,125 $1.48M 0.12% 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: 15,510 shares; 2024Q4: 15,252 shares; 2025Q1: 15,242 shares; 2025Q2: 15,142 shares; 2025Q3: 15,042 shares; 2025Q4: 15,042 shares 15,042 $1.45M 0.12% 0 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,145 shares; 2024Q4: 14,545 shares; 2025Q1: 18,995 shares; 2025Q2: 19,895 shares; 2025Q3: 21,895 shares; 2025Q4: 27,195 shares 27,195 $1.44M 0.12% +5,300 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: 17,335 shares; 2024Q4: 17,735 shares; 2025Q1: 17,005 shares; 2025Q2: 16,930 shares; 2025Q3: 12,930 shares; 2025Q4: 12,905 shares 12,905 $1.42M 0.12% -25 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: 4,147 shares; 2024Q4: 4,272 shares; 2025Q1: 4,272 shares; 2025Q2: 4,262 shares; 2025Q3: 4,222 shares; 2025Q4: 4,217 shares 4,217 $1.42M 0.12% -5 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: 4,454 shares; 2024Q4: 4,630 shares; 2025Q1: 4,661 shares; 2025Q2: 4,662 shares; 2025Q3: 4,609 shares; 2025Q4: 4,367 shares 4,367 $1.39M 0.12% -242 Timeline CNA CNA FINL CORP More: the full row for CNA FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,776 shares; 2024Q4: 22,710 shares; 2025Q1: 23,320 shares; 2025Q2: 25,961 shares; 2025Q3: 27,131 shares; 2025Q4: 29,076 shares 29,076 $1.39M 0.12% +1,945 Timeline KBDC KAYNE ANDERSON BDC INC More: the full row for KAYNE ANDERSON BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 56,055 shares; 2025Q1: 103,052 shares; 2025Q2: 153,024 shares; 2025Q3: 149,973 shares; 2025Q4: 94,644 shares 94,644 $1.35M 0.11% -55,329 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: 6,692 shares; 2024Q4: 7,404 shares; 2025Q1: 7,255 shares; 2025Q2: 6,928 shares; 2025Q3: 6,917 shares; 2025Q4: 6,891 shares 6,891 $1.34M 0.11% -26 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: 8,020 shares; 2024Q4: 8,195 shares; 2025Q1: 7,870 shares; 2025Q2: 7,845 shares; 2025Q3: 7,845 shares; 2025Q4: 7,845 shares 7,845 $1.28M 0.11% 0 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,074 shares; 2024Q4: 8,855 shares; 2025Q1: 10,083 shares; 2025Q2: 9,320 shares; 2025Q3: 9,441 shares; 2025Q4: 9,139 shares 9,139 $1.27M 0.11% -302 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: 475 shares; 2024Q4: 620 shares; 2025Q1: 590 shares; 2025Q2: 610 shares; 2025Q3: 810 shares; 2025Q4: 13,484 shares 13,484 $1.26M 0.11% +12,674 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: 11,616 shares; 2024Q4: 10,604 shares; 2025Q1: 11,561 shares; 2025Q2: 12,618 shares; 2025Q3: 13,260 shares; 2025Q4: 12,897 shares 12,897 $1.26M 0.11% -363 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: 8,460 shares; 2024Q4: 8,710 shares; 2025Q1: 8,680 shares; 2025Q2: 8,655 shares; 2025Q3: 7,655 shares; 2025Q4: 7,655 shares 7,655 $1.25M 0.1% 0 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,090 shares; 2024Q4: 8,340 shares; 2025Q1: 8,340 shares; 2025Q2: 8,340 shares; 2025Q3: 8,340 shares; 2025Q4: 8,340 shares 8,340 $1.24M 0.1% 0 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,405 shares; 2024Q4: 7,655 shares; 2025Q1: 7,105 shares; 2025Q2: 7,105 shares; 2025Q3: 7,105 shares; 2025Q4: 7,140 shares 7,140 $1.2M 0.1% +35 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: 6,525 shares; 2024Q4: 7,080 shares; 2025Q1: 7,080 shares; 2025Q2: 7,080 shares; 2025Q3: 7,080 shares; 2025Q4: 7,080 shares 7,080 $1.14M 0.1% 0 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,525 shares; 2024Q4: 6,525 shares; 2025Q1: 5,525 shares; 2025Q2: 5,525 shares; 2025Q3: 5,524 shares; 2025Q4: 5,350 shares 5,350 $1.13M 0.09% -174 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,595 shares; 2024Q4: 5,770 shares; 2025Q1: 5,720 shares; 2025Q2: 5,705 shares; 2025Q3: 5,695 shares; 2025Q4: 5,695 shares 5,695 $1.11M 0.09% 0 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,212 shares; 2024Q4: 5,422 shares; 2025Q1: 5,135 shares; 2025Q2: 6,081 shares; 2025Q3: 6,088 shares; 2025Q4: 6,198 shares 6,198 $1.1M 0.09% +110 Timeline BPRE BLUEROCK PVT REAL ESTATE FD More: the full row for BLUEROCK PVT REAL ESTATE FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 72,657 shares 72,657 $1.09M 0.09% new Timeline SMBK SMARTFINANCIAL INC More: the full row for SMARTFINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,427 shares; 2024Q4: 33,427 shares; 2025Q1: 29,427 shares; 2025Q2: 29,427 shares; 2025Q3: 29,302 shares; 2025Q4: 29,302 shares 29,302 $1.08M 0.09% 0 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,505 shares; 2024Q4: 4,655 shares; 2025Q1: 5,270 shares; 2025Q2: 5,415 shares; 2025Q3: 7,620 shares; 2025Q4: 7,620 shares 7,620 $1.08M 0.09% 0 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,123 shares; 2024Q4: 17,767 shares; 2025Q1: 19,153 shares; 2025Q2: 21,054 shares; 2025Q3: 21,301 shares; 2025Q4: 22,521 shares 22,521 $1.08M 0.09% +1,220 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,400 shares; 2024Q4: 15,750 shares; 2025Q1: 13,525 shares; 2025Q2: 13,475 shares; 2025Q3: 13,475 shares; 2025Q4: 13,475 shares 13,475 $1.07M 0.09% 0 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,897 shares; 2024Q4: 2,897 shares; 2025Q1: 2,897 shares; 2025Q2: 2,897 shares; 2025Q3: 2,297 shares; 2025Q4: 2,297 shares 2,297 $1.07M 0.09% 0 Timeline Pentair Inc Pentair Inc More: the full row for Pentair Inc Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,010 shares; 2024Q4: 10,410 shares; 2025Q1: 10,285 shares; 2025Q2: 10,260 shares; 2025Q3: 10,235 shares; 2025Q4: 10,235 shares 10,235 $1.07M 0.09% 0 PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 45,000 shares 45,000 $1.06M 0.09% new Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,674 shares; 2024Q4: 4,810 shares; 2025Q1: 4,510 shares; 2025Q2: 4,403 shares; 2025Q3: 4,388 shares; 2025Q4: 4,388 shares 4,388 $1.06M 0.09% 0 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,050 shares; 2025Q1: 5,550 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,351 shares 7,351 $1.06M 0.09% new Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,160 shares; 2024Q4: 6,410 shares; 2025Q1: 6,410 shares; 2025Q2: 6,410 shares; 2025Q3: 6,410 shares; 2025Q4: 6,410 shares 6,410 $1.03M 0.09% 0 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP 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: 10,000 shares; 2025Q3: 10,200 shares; 2025Q4: 12,242 shares 12,242 $1.02M 0.09% +2,042 Timeline EBC EASTERN BANKSHARES INC More: the full row for EASTERN BANKSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,436 shares; 2024Q4: 55,436 shares; 2025Q1: 55,436 shares; 2025Q2: 55,436 shares; 2025Q3: 55,436 shares; 2025Q4: 55,436 shares 55,436 $1.02M 0.09% 0 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: 2,920 shares; 2024Q4: 2,920 shares; 2025Q1: 2,920 shares; 2025Q2: 2,920 shares; 2025Q3: 2,920 shares; 2025Q4: 3,020 shares 3,020 $1.01M 0.08% +100 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,154 shares; 2024Q4: 2,219 shares; 2025Q1: 1,880 shares; 2025Q2: 1,875 shares; 2025Q3: 1,892 shares; 2025Q4: 1,892 shares 1,892 $989K 0.08% 0 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: 1,693 shares; 2024Q4: 2,307 shares; 2025Q1: 1,838 shares; 2025Q2: 2,094 shares; 2025Q3: 2,164 shares; 2025Q4: 2,171 shares 2,171 $976K 0.08% +7 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: 12,231 shares; 2024Q4: 12,656 shares; 2025Q1: 12,606 shares; 2025Q2: 25,212 shares; 2025Q3: 24,297 shares; 2025Q4: 24,297 shares 24,297 $975K 0.08% 0 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,300 shares; 2024Q4: 6,500 shares; 2025Q1: 5,105 shares; 2025Q2: 5,080 shares; 2025Q3: 5,015 shares; 2025Q4: 5,015 shares 5,015 $943K 0.08% 0 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: 3,082 shares; 2024Q4: 3,201 shares; 2025Q1: 2,987 shares; 2025Q2: 2,982 shares; 2025Q3: 2,907 shares; 2025Q4: 2,907 shares 2,907 $942K 0.08% 0 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,346 shares; 2024Q4: 3,946 shares; 2025Q1: 3,946 shares; 2025Q2: 3,946 shares; 2025Q3: 4,016 shares; 2025Q4: 3,751 shares 3,751 $911K 0.08% -265 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,052 shares; 2024Q4: 2,089 shares; 2025Q1: 2,187 shares; 2025Q2: 2,402 shares; 2025Q3: 2,542 shares; 2025Q4: 2,641 shares 2,641 $890K 0.07% +99 Timeline SPHQ 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: 18,187 shares; 2024Q4: 13,443 shares; 2025Q1: 12,914 shares; 2025Q2: 12,237 shares; 2025Q3: 11,631 shares; 2025Q4: 11,651 shares 11,651 $874K 0.07% +20 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,500 shares 4,500 $871K 0.07% new Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22,066 shares; 2025Q1: 25,000 shares; 2025Q2: 25,000 shares; 2025Q3: 40,000 shares; 2025Q4: 65,000 shares 65,000 $861K 0.07% +25,000 Timeline COWZ 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: 32,016 shares; 2024Q4: 30,588 shares; 2025Q1: 28,623 shares; 2025Q2: 22,208 shares; 2025Q3: 15,158 shares; 2025Q4: 14,240 shares 14,240 $857K 0.07% -918 Timeline VNQ 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: not reported; 2024Q4: 4,303 shares; 2025Q1: 5,219 shares; 2025Q2: 5,621 shares; 2025Q3: 7,149 shares; 2025Q4: 9,649 shares 9,649 $854K 0.07% +2,500 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: 10,498 shares; 2024Q4: 10,873 shares; 2025Q1: 10,855 shares; 2025Q2: 10,855 shares; 2025Q3: 10,855 shares; 2025Q4: 10,805 shares 10,805 $854K 0.07% -50 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: 8,681 shares; 2024Q4: 7,724 shares; 2025Q1: 8,534 shares; 2025Q2: 9,041 shares; 2025Q3: 8,771 shares; 2025Q4: 8,181 shares 8,181 $851K 0.07% -590 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: 12,190 shares; 2024Q4: 12,615 shares; 2025Q1: 12,615 shares; 2025Q2: 12,615 shares; 2025Q3: 12,565 shares; 2025Q4: 12,565 shares 12,565 $840K 0.07% 0 Timeline PAVE 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: 21,418 shares; 2024Q4: 20,661 shares; 2025Q1: 18,501 shares; 2025Q2: 17,474 shares; 2025Q3: 17,239 shares; 2025Q4: 17,139 shares 17,139 $819K 0.07% -100 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,755 shares; 2024Q4: 5,955 shares; 2025Q1: 5,955 shares; 2025Q2: 5,940 shares; 2025Q3: 6,530 shares; 2025Q4: 6,530 shares 6,530 $803K 0.07% 0 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,020 shares; 2024Q4: 10,420 shares; 2025Q1: 10,420 shares; 2025Q2: 10,370 shares; 2025Q3: 10,370 shares; 2025Q4: 10,835 shares 10,835 $798K 0.07% +465 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: 13,425 shares; 2024Q4: 14,500 shares; 2025Q1: 14,262 shares; 2025Q2: 14,344 shares; 2025Q3: 13,865 shares; 2025Q4: 14,151 shares 14,151 $778K 0.07% +286 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,435 shares; 2024Q4: 7,685 shares; 2025Q1: 7,660 shares; 2025Q2: 7,660 shares; 2025Q3: 8,160 shares; 2025Q4: 7,575 shares 7,575 $776K 0.06% -585 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,931 shares; 2024Q4: 11,215 shares; 2025Q1: 11,215 shares; 2025Q2: 11,215 shares; 2025Q3: 11,215 shares; 2025Q4: 11,140 shares 11,140 $759K 0.06% -75 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: 2,272 shares; 2024Q4: 2,318 shares; 2025Q1: 2,319 shares; 2025Q2: 2,118 shares; 2025Q3: 1,214 shares; 2025Q4: 1,204 shares 1,204 $755K 0.06% -10 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,475 shares; 2024Q4: 12,875 shares; 2025Q1: 12,875 shares; 2025Q2: 12,875 shares; 2025Q3: 12,875 shares; 2025Q4: 12,875 shares 12,875 $740K 0.06% 0 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: 10,827 shares; 2024Q4: 11,305 shares; 2025Q1: 11,776 shares; 2025Q2: 13,584 shares; 2025Q3: 14,632 shares; 2025Q4: 15,806 shares 15,806 $735K 0.06% +1,174 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: 8,805 shares; 2024Q4: 8,805 shares; 2025Q1: 8,805 shares; 2025Q2: 8,805 shares; 2025Q3: 8,805 shares; 2025Q4: 8,805 shares 8,805 $726K 0.06% 0 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: not reported; 2024Q4: not reported; 2025Q1: 10,806 shares; 2025Q2: 10,806 shares; 2025Q3: 10,781 shares; 2025Q4: 10,781 shares 10,781 $726K 0.06% 0 Timeline IWV 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: 2,343 shares; 2024Q4: 2,343 shares; 2025Q1: 2,344 shares; 2025Q2: 1,868 shares; 2025Q3: 1,868 shares; 2025Q4: 1,868 shares 1,868 $723K 0.06% 0 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,825 shares; 2024Q4: 1,885 shares; 2025Q1: 1,590 shares; 2025Q2: 1,580 shares; 2025Q3: 1,597 shares; 2025Q4: 1,597 shares 1,597 $711K 0.06% 0 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,897 shares; 2024Q4: 8,147 shares; 2025Q1: 7,397 shares; 2025Q2: 7,347 shares; 2025Q3: 10,317 shares; 2025Q4: 9,417 shares 9,417 $699K 0.06% -900 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: 2,040 shares; 2024Q4: 2,090 shares; 2025Q1: 2,505 shares; 2025Q2: 2,485 shares; 2025Q3: 2,485 shares; 2025Q4: 2,465 shares 2,465 $678K 0.06% -20 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,995 shares; 2024Q4: 8,145 shares; 2025Q1: 8,145 shares; 2025Q2: 8,145 shares; 2025Q3: 8,095 shares; 2025Q4: 7,870 shares 7,870 $660K 0.06% -225 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: 4,033 shares; 2024Q4: 3,915 shares; 2025Q1: 4,815 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,190 shares 12,190 $658K 0.06% new Timeline BEN FRANKLIN TEMPLETON INC More: the full row for FRANKLIN TEMPLETON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,576 shares; 2024Q4: 24,076 shares; 2025Q1: 27,426 shares; 2025Q2: 27,426 shares; 2025Q3: 27,726 shares; 2025Q4: 27,476 shares 27,476 $656K 0.05% -250 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,840 shares 5,840 $644K 0.05% new 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: 2,551 shares; 2024Q4: 2,492 shares; 2025Q1: 2,396 shares; 2025Q2: 2,396 shares; 2025Q3: 2,643 shares; 2025Q4: 2,896 shares 2,896 $629K 0.05% +253 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,685 shares; 2024Q4: 10,585 shares; 2025Q1: 10,985 shares; 2025Q2: 10,985 shares; 2025Q3: 10,985 shares; 2025Q4: 10,985 shares 10,985 $619K 0.05% 0 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: 2,475 shares; 2024Q4: 2,575 shares; 2025Q1: 2,575 shares; 2025Q2: 2,575 shares; 2025Q3: 2,575 shares; 2025Q4: 2,575 shares 2,575 $619K 0.05% 0 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: 4,088 shares; 2024Q4: 4,338 shares; 2025Q1: 4,438 shares; 2025Q2: 4,438 shares; 2025Q3: 3,922 shares; 2025Q4: 3,997 shares 3,997 $616K 0.05% +75 Timeline FRT FEDERAL RLTY INVT TR NEW More: the full row for FEDERAL RLTY INVT TR NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,795 shares; 2024Q4: 5,995 shares; 2025Q1: 5,995 shares; 2025Q2: 5,995 shares; 2025Q3: 5,995 shares; 2025Q4: 5,995 shares 5,995 $604K 0.05% 0 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: 2,260 shares; 2024Q4: 2,345 shares; 2025Q1: 2,310 shares; 2025Q2: 2,300 shares; 2025Q3: 2,275 shares; 2025Q4: 2,275 shares 2,275 $595K 0.05% 0 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: 5,985 shares; 2024Q4: not reported; 2025Q1: 1,346 shares; 2025Q2: 1,807 shares; 2025Q3: 1,892 shares; 2025Q4: 1,936 shares 1,936 $588K 0.05% +44 Timeline FPEI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,000 shares; 2024Q4: 30,000 shares; 2025Q1: 30,000 shares; 2025Q2: 30,000 shares; 2025Q3: 30,000 shares; 2025Q4: 30,000 shares 30,000 $582K 0.05% 0 Timeline RNR RENAISSANCERE HLDGS LTD More: the full row for RENAISSANCERE HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares 2,000 $562K 0.05% 0 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,411 shares 8,411 $551K 0.05% new 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: 1,883 shares; 2024Q4: 2,228 shares; 2025Q1: 1,963 shares; 2025Q2: 1,947 shares; 2025Q3: 1,942 shares; 2025Q4: 3,800 shares 3,800 $547K 0.05% +1,858 Timeline ACWX 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: 7,673 shares; 2024Q4: 7,673 shares; 2025Q1: 7,773 shares; 2025Q2: 7,773 shares; 2025Q3: 7,843 shares; 2025Q4: 7,865 shares 7,865 $528K 0.04% +22 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,660 shares; 2024Q4: 5,544 shares; 2025Q1: 5,544 shares; 2025Q2: 5,544 shares; 2025Q3: 5,544 shares; 2025Q4: 5,544 shares 5,544 $522K 0.04% 0 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,001 shares; 2024Q4: 2,002 shares; 2025Q1: 2,002 shares; 2025Q2: 1,702 shares; 2025Q3: 1,702 shares; 2025Q4: 1,703 shares 1,703 $514K 0.04% +1 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,015 shares; 2024Q4: 5,190 shares; 2025Q1: 5,190 shares; 2025Q2: 5,190 shares; 2025Q3: 5,190 shares; 2025Q4: 5,080 shares 5,080 $512K 0.04% -110 Timeline ERIE ERIE INDTY CO More: the full row for ERIE INDTY 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: 1,665 shares; 2025Q2: 1,665 shares; 2025Q3: 1,665 shares; 2025Q4: 1,785 shares 1,785 $512K 0.04% +120 Timeline AMCOR PLC AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,550 shares; 2024Q4: 66,550 shares; 2025Q1: 66,550 shares; 2025Q2: 66,250 shares; 2025Q3: 66,275 shares; 2025Q4: 61,125 shares 61,125 $510K 0.04% -5,150 IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,541 shares; 2024Q4: 6,300 shares; 2025Q1: 5,910 shares; 2025Q2: 5,790 shares; 2025Q3: 3,420 shares; 2025Q4: 2,980 shares 2,980 $503K 0.04% -440 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: 1,760 shares; 2024Q4: 3,740 shares; 2025Q1: 3,740 shares; 2025Q2: 3,640 shares; 2025Q3: 2,638 shares; 2025Q4: 2,638 shares 2,638 $486K 0.04% 0 Timeline RDDT REDDIT INC More: the full row for REDDIT 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: 2,100 shares 2,100 $483K 0.04% new Timeline BLV 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: not reported; 2024Q4: 11,690 shares; 2025Q1: 11,690 shares; 2025Q2: 9,880 shares; 2025Q3: 5,905 shares; 2025Q4: 6,941 shares 6,941 $483K 0.04% +1,036 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,241 shares; 2024Q4: 12,792 shares; 2025Q1: 13,745 shares; 2025Q2: 16,786 shares; 2025Q3: 18,453 shares; 2025Q4: 20,298 shares 20,298 $475K 0.04% +1,845 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,358 shares; 2024Q4: 1,543 shares; 2025Q1: 1,543 shares; 2025Q2: 1,543 shares; 2025Q3: 1,543 shares; 2025Q4: 1,511 shares 1,511 $469K 0.04% -32 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,685 shares; 2024Q4: 28,685 shares; 2025Q1: 28,685 shares; 2025Q2: 28,685 shares; 2025Q3: 28,685 shares; 2025Q4: 26,935 shares 26,935 $465K 0.04% -1,750 Timeline BIZD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,500 shares; 2024Q4: 82,500 shares; 2025Q1: 82,500 shares; 2025Q2: 38,000 shares; 2025Q3: 36,000 shares; 2025Q4: 32,800 shares 32,800 $465K 0.04% -3,200 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,500 shares; 2024Q4: 14,570 shares; 2025Q1: 14,570 shares; 2025Q2: 14,570 shares; 2025Q3: 14,570 shares; 2025Q4: 11,220 shares 11,220 $461K 0.04% -3,350 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: 2,303 shares; 2024Q4: 2,399 shares; 2025Q1: 2,280 shares; 2025Q2: 2,180 shares; 2025Q3: 2,180 shares; 2025Q4: 1,985 shares 1,985 $436K 0.04% -195 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: not reported; 2024Q4: not reported; 2025Q1: 1,465 shares; 2025Q2: 1,465 shares; 2025Q3: 1,465 shares; 2025Q4: 1,485 shares 1,485 $431K 0.04% +20 Timeline GDXJ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,750 shares; 2025Q2: 3,750 shares; 2025Q3: 3,750 shares; 2025Q4: 3,750 shares 3,750 $427K 0.04% 0 Timeline VGLT 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: 3,625 shares; 2024Q4: 3,625 shares; 2025Q1: 3,625 shares; 2025Q2: not reported; 2025Q3: 3,813 shares; 2025Q4: 7,634 shares 7,634 $426K 0.04% +3,821 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,162 shares; 2024Q4: 3,164 shares; 2025Q1: 3,165 shares; 2025Q2: 3,167 shares; 2025Q3: 3,168 shares; 2025Q4: 3,221 shares 3,221 $424K 0.04% +53 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,344 shares; 2024Q4: 3,193 shares; 2025Q1: 3,199 shares; 2025Q2: 3,206 shares; 2025Q3: 2,998 shares; 2025Q4: 3,007 shares 3,007 $424K 0.04% +9 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,420 shares; 2024Q4: 4,901 shares; 2025Q1: 5,026 shares; 2025Q2: 4,964 shares; 2025Q3: 4,964 shares; 2025Q4: 4,964 shares 4,964 $422K 0.04% 0 Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,029 shares; 2024Q4: 7,029 shares; 2025Q1: 7,029 shares; 2025Q2: 7,029 shares; 2025Q3: 7,029 shares; 2025Q4: 7,029 shares 7,029 $415K 0.03% 0 Timeline ZETA ZETA GLOBAL HOLDINGS CORP More: the full row for ZETA GLOBAL HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,846 shares; 2024Q4: 16,206 shares; 2025Q1: 17,154 shares; 2025Q2: 19,438 shares; 2025Q3: 19,051 shares; 2025Q4: 19,801 shares 19,801 $403K 0.03% +750 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,990 shares; 2024Q4: 3,320 shares; 2025Q1: 4,030 shares; 2025Q2: 4,030 shares; 2025Q3: 4,055 shares; 2025Q4: 4,055 shares 4,055 $397K 0.03% 0 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,708 shares; 2024Q4: 4,710 shares; 2025Q1: 4,452 shares; 2025Q2: 4,452 shares; 2025Q3: 4,364 shares; 2025Q4: 8,704 shares 8,704 $389K 0.03% +4,340 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: 7,311 shares; 2024Q4: 2,356 shares; 2025Q1: 1,956 shares; 2025Q2: 1,653 shares; 2025Q3: 1,803 shares; 2025Q4: 1,803 shares 1,803 $386K 0.03% 0 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: 11,714 shares; 2024Q4: 15,254 shares; 2025Q1: 11,148 shares; 2025Q2: 11,148 shares; 2025Q3: 14,481 shares; 2025Q4: 15,446 shares 15,446 $384K 0.03% +965 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,888 shares; 2024Q4: 5,888 shares; 2025Q1: 5,853 shares; 2025Q2: 5,828 shares; 2025Q3: 6,053 shares; 2025Q4: 6,053 shares 6,053 $378K 0.03% 0 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: 16,045 shares; 2024Q4: 14,695 shares; 2025Q1: 16,245 shares; 2025Q2: 16,245 shares; 2025Q3: 16,215 shares; 2025Q4: 15,890 shares 15,890 $377K 0.03% -325 Timeline SYM SYMBOTIC INC More: the full row for SYMBOTIC 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: 6,395 shares; 2025Q3: 6,295 shares; 2025Q4: 6,305 shares 6,305 $375K 0.03% +10 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,068 shares; 2025Q3: 4,413 shares; 2025Q4: 4,768 shares 4,768 $363K 0.03% +355 Timeline VWO 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: 45,875 shares; 2024Q4: 11,275 shares; 2025Q1: 11,075 shares; 2025Q2: 11,075 shares; 2025Q3: 6,668 shares; 2025Q4: 6,688 shares 6,688 $360K 0.03% +20 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,653 shares; 2024Q4: 1,676 shares; 2025Q1: 1,668 shares; 2025Q2: 1,668 shares; 2025Q3: 1,545 shares; 2025Q4: 1,340 shares 1,340 $355K 0.03% -205 Timeline IWO 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: 1,027 shares; 2024Q4: 1,027 shares; 2025Q1: 1,027 shares; 2025Q2: 1,027 shares; 2025Q3: 1,027 shares; 2025Q4: 1,088 shares 1,088 $351K 0.03% +61 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: 4,308 shares; 2024Q4: 4,308 shares; 2025Q1: 6,308 shares; 2025Q2: not reported; 2025Q3: 6,151 shares; 2025Q4: 5,192 shares 5,192 $349K 0.03% -959 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,660 shares; 2025Q3: 1,666 shares; 2025Q4: 1,671 shares 1,671 $348K 0.03% +5 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO 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: 4,469 shares; 2025Q3: 4,464 shares; 2025Q4: 4,464 shares 4,464 $339K 0.03% 0 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,493 shares; 2024Q4: 1,493 shares; 2025Q1: 1,493 shares; 2025Q2: 1,493 shares; 2025Q3: 1,585 shares; 2025Q4: 1,610 shares 1,610 $336K 0.03% +25 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: 8,527 shares; 2024Q4: 8,527 shares; 2025Q1: 7,612 shares; 2025Q2: 6,095 shares; 2025Q3: 6,095 shares; 2025Q4: 6,095 shares 6,095 $334K 0.03% 0 Timeline RPG 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: 8,865 shares; 2024Q4: 8,987 shares; 2025Q1: 8,287 shares; 2025Q2: 8,287 shares; 2025Q3: 7,152 shares; 2025Q4: 7,152 shares 7,152 $334K 0.03% 0 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: 2,107 shares; 2024Q4: 2,107 shares; 2025Q1: 2,027 shares; 2025Q2: 2,027 shares; 2025Q3: 2,027 shares; 2025Q4: 2,027 shares 2,027 $330K 0.03% 0 Timeline XSLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,948 shares; 2024Q4: 7,432 shares; 2025Q1: 7,432 shares; 2025Q2: 7,196 shares; 2025Q3: 7,196 shares; 2025Q4: 7,011 shares 7,011 $325K 0.03% -185 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 633 shares; 2024Q4: 633 shares; 2025Q1: 633 shares; 2025Q2: 633 shares; 2025Q3: 633 shares; 2025Q4: 657 shares 657 $322K 0.03% +24 Timeline BBT BEACON FINANCIAL CORP. More: the full row for BEACON FINANCIAL CORP. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,370 shares; 2024Q4: 11,370 shares; 2025Q1: 11,370 shares; 2025Q2: 11,370 shares; 2025Q3: 12,137 shares; 2025Q4: 12,137 shares 12,137 $320K 0.03% 0 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,033 shares; 2025Q3: 1,284 shares; 2025Q4: 1,286 shares 1,286 $312K 0.03% +2 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 622 shares; 2025Q4: 622 shares 622 $303K 0.03% 0 Timeline First Trust Private Assets … First Trust Private Assets Fun More: the full row for First Trust Private Assets Fun 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: 21,018 shares 21,018 $299K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 800 shares 800 $296K 0.02% new Timeline OMF ONEMAIN HLDGS INC More: the full row for ONEMAIN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,854 shares; 2024Q4: 7,074 shares; 2025Q1: 7,474 shares; 2025Q2: 7,429 shares; 2025Q3: 7,303 shares; 2025Q4: 4,365 shares 4,365 $295K 0.02% -2,938 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 389 shares; 2025Q2: 439 shares; 2025Q3: 514 shares; 2025Q4: 504 shares 504 $293K 0.02% -10 Timeline BF-B BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,798 shares; 2024Q4: 9,123 shares; 2025Q1: 11,273 shares; 2025Q2: 11,130 shares; 2025Q3: 11,280 shares; 2025Q4: 11,155 shares 11,155 $291K 0.02% -125 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,575 shares; 2024Q4: 1,531 shares; 2025Q1: 1,533 shares; 2025Q2: 1,516 shares; 2025Q3: 1,518 shares; 2025Q4: 1,549 shares 1,549 $287K 0.02% +31 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,107 shares; 2025Q4: 1,107 shares 1,107 $286K 0.02% 0 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,492 shares; 2024Q4: 9,582 shares; 2025Q1: 6,934 shares; 2025Q2: 6,914 shares; 2025Q3: 6,944 shares; 2025Q4: 6,382 shares 6,382 $283K 0.02% -562 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON 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: 2,422 shares; 2025Q2: 2,422 shares; 2025Q3: 2,422 shares; 2025Q4: 2,422 shares 2,422 $281K 0.02% 0 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,496 shares; 2024Q4: 3,496 shares; 2025Q1: 3,496 shares; 2025Q2: 3,496 shares; 2025Q3: 3,496 shares; 2025Q4: 3,496 shares 3,496 $280K 0.02% 0 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: 1,698 shares; 2024Q4: 1,635 shares; 2025Q1: 1,636 shares; 2025Q2: 1,637 shares; 2025Q3: 1,719 shares; 2025Q4: 1,684 shares 1,684 $273K 0.02% -35 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,481 shares; 2024Q4: 1,481 shares; 2025Q1: 1,481 shares; 2025Q2: 1,481 shares; 2025Q3: 1,481 shares; 2025Q4: 1,481 shares 1,481 $273K 0.02% 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: 1,070 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,050 shares; 2025Q4: 1,050 shares 1,050 $270K 0.02% 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: 5,579 shares; 2024Q4: 5,689 shares; 2025Q1: 5,689 shares; 2025Q2: 4,679 shares; 2025Q3: 4,679 shares; 2025Q4: 3,881 shares 3,881 $269K 0.02% -798 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,370 shares; 2024Q4: 1,593 shares; 2025Q1: 1,593 shares; 2025Q2: 1,593 shares; 2025Q3: 1,593 shares; 2025Q4: 1,453 shares 1,453 $269K 0.02% -140 Timeline WBS WEBSTER FINL CORP More: the full row for WEBSTER FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,039 shares; 2025Q1: 4,039 shares; 2025Q2: 4,039 shares; 2025Q3: 4,039 shares; 2025Q4: 4,119 shares 4,119 $259K 0.02% +80 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,869 shares; 2025Q4: 3,869 shares 3,869 $252K 0.02% 0 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,135 shares; 2024Q4: 3,135 shares; 2025Q1: 3,135 shares; 2025Q2: 3,135 shares; 2025Q3: 3,135 shares; 2025Q4: 3,135 shares 3,135 $252K 0.02% 0 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,443 shares; 2024Q4: 7,193 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,080 shares 1,080 $247K 0.02% new Timeline BHB BAR HBR BANKSHARES More: the full row for BAR HBR BANKSHARES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,493 shares; 2024Q4: 7,493 shares; 2025Q1: 7,493 shares; 2025Q2: 7,493 shares; 2025Q3: 7,493 shares; 2025Q4: 7,493 shares 7,493 $233K 0.02% 0 Timeline FELG 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: 5,564 shares; 2025Q3: 5,568 shares; 2025Q4: 5,574 shares 5,574 $232K 0.02% +6 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,668 shares; 2025Q4: 2,668 shares 2,668 $229K 0.02% 0 Timeline OSK OSHKOSH CORP More: the full row for OSHKOSH 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: 1,800 shares; 2025Q3: 1,800 shares; 2025Q4: 1,800 shares 1,800 $226K 0.02% 0 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: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares 1,000 $223K 0.02% 0 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: not reported; 2024Q4: 2,569 shares; 2025Q1: 1,789 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,789 shares 1,789 $220K 0.02% new Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,277 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,677 shares; 2025Q4: 1,677 shares 1,677 $218K 0.02% 0 Timeline AWR AMER STATES WTR CO More: the full row for AMER STATES WTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares 3,000 $217K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,774 shares; 2025Q4: 2,774 shares 2,774 $213K 0.02% 0 Timeline IYR 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: 2,078 shares; 2024Q4: 3,116 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,240 shares 2,240 $210K 0.02% new 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: 1,570 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,570 shares; 2025Q4: 1,614 shares 1,614 $208K 0.02% +44 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: 1,688 shares; 2024Q4: 1,688 shares; 2025Q1: 1,638 shares; 2025Q2: 1,638 shares; 2025Q3: 1,263 shares; 2025Q4: 1,263 shares 1,263 $203K 0.02% 0 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,022 shares 3,022 $201K 0.02% new Timeline BLFY BLUE FOUNDRY BANCORP More: the full row for BLUE FOUNDRY BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,100 shares; 2024Q4: 11,100 shares; 2025Q1: 11,100 shares; 2025Q2: 11,100 shares; 2025Q3: 11,100 shares; 2025Q4: 11,100 shares 11,100 $138K 0.01% 0 Timeline INDI INDIE SEMICONDUCTOR INC More: the full row for INDIE SEMICONDUCTOR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,796 shares; 2024Q4: 17,394 shares; 2025Q1: 22,100 shares; 2025Q2: 20,150 shares; 2025Q3: 19,550 shares; 2025Q4: 17,335 shares 17,335 $61K 0.01% -2,215 Timeline PLUG PLUG PWR INC More: the full row for PLUG PWR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,077 shares; 2024Q4: 29,077 shares; 2025Q1: 25,077 shares; 2025Q2: 25,077 shares; 2025Q3: 29,077 shares; 2025Q4: 29,077 shares 29,077 $57K <0.01% 0 Timeline OPK OPKO HEALTH INC More: the full row for OPKO HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,770 shares; 2024Q4: 25,770 shares; 2025Q1: 25,770 shares; 2025Q2: 25,770 shares; 2025Q3: 25,770 shares; 2025Q4: 25,770 shares 25,770 $32K <0.01% 0 Timeline REKR REKOR SYSTEMS INC More: the full row for REKOR SYSTEMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,000 shares; 2024Q4: 18,000 shares; 2025Q1: 18,000 shares; 2025Q2: 18,000 shares; 2025Q3: 18,000 shares; 2025Q4: 18,000 shares 18,000 $25K <0.01% 0 Timeline UEEC UNITED HEALTH PRODUCTS, INC. C More: the full row for UNITED HEALTH PRODUCTS, INC. C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 161,905 shares; 2024Q4: 161,905 shares; 2025Q1: 161,905 shares; 2025Q2: 161,905 shares; 2025Q3: 161,905 shares; 2025Q4: 161,905 shares 161,905 $9K <0.01% 0 Timeline Royal Mines & Minerals Corp Royal Mines & Minerals Corp More: the full row for Royal Mines & Minerals Corp Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,000 shares; 2024Q4: 50,000 shares; 2025Q1: 50,000 shares; 2025Q2: 50,000 shares; 2025Q3: 50,000 shares; 2025Q4: 50,000 shares 50,000 $0 0% 0 Value filed as zero, left out of ratios. Sovereign Expl Assocs Intl … Sovereign Expl Assocs Intl Inc More: the full row for Sovereign Expl Assocs Intl Inc Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,000 shares 10,000 $0 0% new Value filed as zero, left out of ratios.