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: 634,769 shares; 2024Q4: 652,556 shares; 2025Q1: 658,691 shares; 2025Q2: 798,020 shares; 2025Q3: 808,419 shares; 2025Q4: 777,821 shares 777,821 $145M 7.18% -30,598 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: 215,116 shares; 2024Q4: 219,094 shares; 2025Q1: 221,048 shares; 2025Q2: 225,844 shares; 2025Q3: 234,981 shares; 2025Q4: 237,331 shares 237,331 $115M 5.68% +2,350 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 390,796 shares; 2024Q4: 393,952 shares; 2025Q1: 398,461 shares; 2025Q2: 406,816 shares; 2025Q3: 410,211 shares; 2025Q4: 413,982 shares 413,982 $113M 5.57% +3,771 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: 230,849 shares; 2024Q4: 254,238 shares; 2025Q1: 256,652 shares; 2025Q2: 264,998 shares; 2025Q3: 273,963 shares; 2025Q4: 275,832 shares 275,832 $86.6M 4.29% +1,869 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: 247,641 shares; 2024Q4: 253,606 shares; 2025Q1: 255,934 shares; 2025Q2: 263,387 shares; 2025Q3: 274,797 shares; 2025Q4: 274,057 shares 274,057 $63.3M 3.13% -740 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: 77,782 shares; 2024Q4: 81,015 shares; 2025Q1: 74,280 shares; 2025Q2: 76,745 shares; 2025Q3: 79,603 shares; 2025Q4: 78,996 shares 78,996 $52.1M 2.58% -607 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: 186,900 shares; 2024Q4: 188,317 shares; 2025Q1: 165,454 shares; 2025Q2: 169,365 shares; 2025Q3: 169,084 shares; 2025Q4: 158,354 shares 158,354 $51M 2.53% -10,730 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: 97,103 shares; 2024Q4: 97,964 shares; 2025Q1: 98,211 shares; 2025Q2: 100,688 shares; 2025Q3: 102,385 shares; 2025Q4: 101,345 shares 101,345 $50.9M 2.52% -1,040 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: 258,865 shares; 2024Q4: 263,376 shares; 2025Q1: 265,933 shares; 2025Q2: 273,633 shares; 2025Q3: 280,324 shares; 2025Q4: 277,634 shares 277,634 $42.6M 2.11% -2,690 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: 109,274 shares; 2024Q4: 110,556 shares; 2025Q1: 111,682 shares; 2025Q2: 115,053 shares; 2025Q3: 118,149 shares; 2025Q4: 118,361 shares 118,361 $41.5M 2.06% +212 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: 192,210 shares; 2024Q4: 195,885 shares; 2025Q1: 209,715 shares; 2025Q2: 217,340 shares; 2025Q3: 227,175 shares; 2025Q4: 208,316 shares 208,316 $38.2M 1.89% -18,859 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: 168,797 shares; 2024Q4: 170,180 shares; 2025Q1: 150,923 shares; 2025Q2: 154,006 shares; 2025Q3: 158,917 shares; 2025Q4: 157,376 shares 157,376 $36M 1.78% -1,541 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: 42,717 shares; 2024Q4: 48,671 shares; 2025Q1: 55,660 shares; 2025Q2: 57,075 shares; 2025Q3: 58,846 shares; 2025Q4: 58,727 shares 58,727 $34M 1.69% -119 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: 70,404 shares; 2024Q4: 69,748 shares; 2025Q1: 81,735 shares; 2025Q2: 81,433 shares; 2025Q3: 96,666 shares; 2025Q4: 96,545 shares 96,545 $33.4M 1.65% -121 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: 123,014 shares; 2024Q4: 124,897 shares; 2025Q1: 126,425 shares; 2025Q2: 129,477 shares; 2025Q3: 133,055 shares; 2025Q4: 133,002 shares 133,002 $32.1M 1.59% -53 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: 21,083 shares; 2024Q4: 28,260 shares; 2025Q1: 28,830 shares; 2025Q2: 29,813 shares; 2025Q3: 29,943 shares; 2025Q4: 29,784 shares 29,784 $31.9M 1.58% -159 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 425,370 shares; 2024Q4: 429,698 shares; 2025Q1: 432,462 shares; 2025Q2: 441,807 shares; 2025Q3: 439,430 shares; 2025Q4: 650,929 shares 650,929 $29.9M 1.48% +211,499 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,441 shares; 2024Q4: 103,130 shares; 2025Q1: 104,318 shares; 2025Q2: 107,319 shares; 2025Q3: 109,416 shares; 2025Q4: 109,322 shares 109,322 $29.6M 1.47% -94 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: 48,148 shares; 2024Q4: 49,076 shares; 2025Q1: 49,727 shares; 2025Q2: 51,477 shares; 2025Q3: 51,227 shares; 2025Q4: 50,706 shares 50,706 $28.9M 1.43% -521 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: 291,142 shares; 2024Q4: 293,007 shares; 2025Q1: 326,969 shares; 2025Q2: 337,725 shares; 2025Q3: 350,912 shares; 2025Q4: 354,438 shares 354,438 $28.5M 1.41% +3,526 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 71,395 shares; 2025Q1: 175,318 shares; 2025Q2: 184,030 shares; 2025Q3: 192,794 shares; 2025Q4: 194,344 shares 194,344 $25.5M 1.26% +1,550 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: 167,140 shares; 2024Q4: 176,578 shares; 2025Q1: 222,326 shares; 2025Q2: 283,812 shares; 2025Q3: 286,124 shares; 2025Q4: 284,341 shares 284,341 $24.2M 1.2% -1,783 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: 69,670 shares; 2024Q4: 77,461 shares; 2025Q1: 80,219 shares; 2025Q2: 83,180 shares; 2025Q3: 75,334 shares; 2025Q4: 75,913 shares 75,913 $23.8M 1.18% +579 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: 170,650 shares; 2024Q4: 172,398 shares; 2025Q1: 177,196 shares; 2025Q2: 182,078 shares; 2025Q3: 187,603 shares; 2025Q4: 187,165 shares 187,165 $23.4M 1.16% -438 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: 151,337 shares; 2024Q4: 151,647 shares; 2025Q1: 152,364 shares; 2025Q2: 156,047 shares; 2025Q3: 161,816 shares; 2025Q4: 157,758 shares 157,758 $22.6M 1.12% -4,058 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,631 shares; 2024Q4: 1,605 shares; 2025Q1: 1,634 shares; 2025Q2: 1,701 shares; 2025Q3: 19,455 shares; 2025Q4: 20,974 shares 20,974 $22.5M 1.12% +1,519 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: 45,961 shares; 2024Q4: 46,343 shares; 2025Q1: 49,750 shares; 2025Q2: 51,527 shares; 2025Q3: 53,393 shares; 2025Q4: 52,732 shares 52,732 $22.5M 1.11% -661 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 126,829 shares; 2024Q4: 128,728 shares; 2025Q1: 129,732 shares; 2025Q2: 132,581 shares; 2025Q3: 131,257 shares; 2025Q4: 107,943 shares 107,943 $22.2M 1.1% -23,314 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: 36,841 shares; 2024Q4: 37,079 shares; 2025Q1: 37,318 shares; 2025Q2: 38,359 shares; 2025Q3: 38,886 shares; 2025Q4: 38,597 shares 38,597 $20.2M 1% -289 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,055 shares; 2024Q4: 9,124 shares; 2025Q1: 9,178 shares; 2025Q2: 9,343 shares; 2025Q3: 9,225 shares; 2025Q4: 9,102 shares 9,102 $19.6M 0.97% -123 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: 123,190 shares; 2024Q4: 122,656 shares; 2025Q1: 124,520 shares; 2025Q2: 126,360 shares; 2025Q3: 125,256 shares; 2025Q4: 122,664 shares 122,664 $18.7M 0.93% -2,592 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 31,206 shares; 2025Q1: 31,401 shares; 2025Q2: 32,523 shares; 2025Q3: 32,990 shares; 2025Q4: 32,769 shares 32,769 $18.1M 0.89% -221 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,768 shares; 2024Q4: 97,602 shares; 2025Q1: 82,293 shares; 2025Q2: 84,269 shares; 2025Q3: 83,144 shares; 2025Q4: 81,598 shares 81,598 $17.7M 0.88% -1,546 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: 125,103 shares; 2024Q4: 123,046 shares; 2025Q1: 125,165 shares; 2025Q2: 127,101 shares; 2025Q3: 127,207 shares; 2025Q4: 120,629 shares 120,629 $17.3M 0.86% -6,578 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,235 shares; 2024Q4: 29,783 shares; 2025Q1: 30,035 shares; 2025Q2: 30,656 shares; 2025Q3: 30,652 shares; 2025Q4: 30,370 shares 30,370 $16.8M 0.83% -282 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: 73,501 shares; 2024Q4: 74,045 shares; 2025Q1: 75,391 shares; 2025Q2: 77,518 shares; 2025Q3: 79,398 shares; 2025Q4: 71,332 shares 71,332 $16.5M 0.82% -8,066 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: 62,455 shares; 2024Q4: 63,008 shares; 2025Q1: 72,844 shares; 2025Q2: 75,107 shares; 2025Q3: 77,578 shares; 2025Q4: 77,959 shares 77,959 $16.3M 0.81% +381 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: 173,168 shares; 2024Q4: 176,688 shares; 2025Q1: 180,276 shares; 2025Q2: 162,769 shares; 2025Q3: 161,737 shares; 2025Q4: 160,266 shares 160,266 $15.4M 0.76% -1,471 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: 34,385 shares; 2024Q4: 34,866 shares; 2025Q1: 35,088 shares; 2025Q2: 35,885 shares; 2025Q3: 35,471 shares; 2025Q4: 33,659 shares 33,659 $15M 0.74% -1,812 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,734 shares; 2024Q4: 2,734 shares; 2025Q1: 2,702 shares; 2025Q2: 3,039 shares; 2025Q3: 17,082 shares; 2025Q4: 51,806 shares 51,806 $14.8M 0.73% +34,724 Timeline MBB 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: 42,295 shares; 2024Q4: 67,163 shares; 2025Q1: 115,808 shares; 2025Q2: 142,575 shares; 2025Q3: 151,508 shares; 2025Q4: 154,732 shares 154,732 $14.7M 0.73% +3,224 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: 52,358 shares; 2024Q4: 53,562 shares; 2025Q1: 54,336 shares; 2025Q2: 56,125 shares; 2025Q3: 57,542 shares; 2025Q4: 54,686 shares 54,686 $14.7M 0.73% -2,856 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,085 shares; 2024Q4: 29,705 shares; 2025Q1: 30,649 shares; 2025Q2: 31,626 shares; 2025Q3: 39,852 shares; 2025Q4: 38,095 shares 38,095 $13.4M 0.66% -1,757 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,158 shares; 2024Q4: 16,173 shares; 2025Q1: 16,795 shares; 2025Q2: 15,651 shares; 2025Q3: 136,228 shares; 2025Q4: 135,605 shares 135,605 $12.5M 0.62% -623 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: 159,777 shares; 2024Q4: 162,690 shares; 2025Q1: 164,361 shares; 2025Q2: 166,049 shares; 2025Q3: 206,655 shares; 2025Q4: 234,437 shares 234,437 $12.4M 0.61% +27,782 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 89,766 shares 89,766 $12.1M 0.6% new Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,916 shares; 2024Q4: 21,149 shares; 2025Q1: 21,214 shares; 2025Q2: 21,616 shares; 2025Q3: 21,452 shares; 2025Q4: 21,159 shares 21,159 $12.1M 0.6% -293 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: 45,081 shares; 2024Q4: 44,313 shares; 2025Q1: 44,478 shares; 2025Q2: 45,947 shares; 2025Q3: 51,430 shares; 2025Q4: 55,582 shares 55,582 $11.5M 0.57% +4,152 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: 1,618 shares; 2024Q4: 1,470 shares; 2025Q1: 1,548 shares; 2025Q2: 1,470 shares; 2025Q3: 1,469 shares; 2025Q4: 21,768 shares 21,768 $11.1M 0.55% +20,299 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,639 shares; 2024Q4: 80,880 shares; 2025Q1: 81,144 shares; 2025Q2: 82,652 shares; 2025Q3: 81,613 shares; 2025Q4: 80,508 shares 80,508 $11M 0.54% -1,105 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,316 shares; 2024Q4: 7,599 shares; 2025Q1: 7,881 shares; 2025Q2: 8,140 shares; 2025Q3: 8,111 shares; 2025Q4: 7,936 shares 7,936 $10.6M 0.52% -175 Timeline FTEC 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: 46,643 shares; 2024Q4: 44,767 shares; 2025Q1: 45,752 shares; 2025Q2: 45,990 shares; 2025Q3: 45,544 shares; 2025Q4: 45,108 shares 45,108 $10.1M 0.5% -436 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: 106,744 shares; 2024Q4: 102,292 shares; 2025Q1: 111,683 shares; 2025Q2: 112,656 shares; 2025Q3: 111,749 shares; 2025Q4: 112,413 shares 112,413 $10.1M 0.5% +664 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: 56,332 shares; 2024Q4: 56,239 shares; 2025Q1: 59,342 shares; 2025Q2: 64,533 shares; 2025Q3: 75,176 shares; 2025Q4: 81,719 shares 81,719 $9.83M 0.49% +6,543 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: 70,107 shares; 2024Q4: 69,500 shares; 2025Q1: 69,983 shares; 2025Q2: 75,382 shares; 2025Q3: 81,486 shares; 2025Q4: 87,100 shares 87,100 $9.7M 0.48% +5,614 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: 14,792 shares; 2024Q4: 14,502 shares; 2025Q1: 15,099 shares; 2025Q2: 15,753 shares; 2025Q3: 125,787 shares; 2025Q4: 116,466 shares 116,466 $9.2M 0.46% -9,321 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: 8,544 shares; 2024Q4: 8,524 shares; 2025Q1: 12,617 shares; 2025Q2: 13,059 shares; 2025Q3: 15,263 shares; 2025Q4: 15,868 shares 15,868 $9.09M 0.45% +605 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: 3,613 shares; 2024Q4: 5,651 shares; 2025Q1: 4,624 shares; 2025Q2: 4,886 shares; 2025Q3: 4,736 shares; 2025Q4: 12,032 shares 12,032 $8.2M 0.41% +7,296 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: 120,186 shares; 2024Q4: 119,060 shares; 2025Q1: 122,146 shares; 2025Q2: 125,374 shares; 2025Q3: 141,543 shares; 2025Q4: 148,631 shares 148,631 $8.17M 0.4% +7,088 Timeline IGIB 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: 77,865 shares; 2024Q4: 79,133 shares; 2025Q1: 79,847 shares; 2025Q2: 124,363 shares; 2025Q3: 132,375 shares; 2025Q4: 135,196 shares 135,196 $7.28M 0.36% +2,821 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: 19,341 shares; 2024Q4: 20,360 shares; 2025Q1: 18,730 shares; 2025Q2: 19,783 shares; 2025Q3: 19,919 shares; 2025Q4: 21,010 shares 21,010 $7.23M 0.36% +1,091 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: 42,136 shares; 2024Q4: 42,622 shares; 2025Q1: 70,187 shares; 2025Q2: 70,948 shares; 2025Q3: 75,855 shares; 2025Q4: 77,667 shares 77,667 $6.77M 0.34% +1,812 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,041 shares; 2024Q4: 51,525 shares; 2025Q1: 51,757 shares; 2025Q2: 54,212 shares; 2025Q3: 54,622 shares; 2025Q4: 56,806 shares 56,806 $6.66M 0.33% +2,184 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: 9,173 shares; 2024Q4: 9,294 shares; 2025Q1: 14,347 shares; 2025Q2: 14,057 shares; 2025Q3: 14,122 shares; 2025Q4: 22,427 shares 22,427 $6.64M 0.33% +8,305 Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,764 shares; 2024Q4: 111,718 shares; 2025Q1: 112,292 shares; 2025Q2: 116,233 shares; 2025Q3: 114,448 shares; 2025Q4: 112,689 shares 112,689 $5.9M 0.29% -1,759 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: 59,933 shares; 2024Q4: 60,135 shares; 2025Q1: 61,239 shares; 2025Q2: 65,524 shares; 2025Q3: 78,247 shares; 2025Q4: 83,274 shares 83,274 $5.82M 0.29% +5,027 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: 68,758 shares; 2024Q4: 65,990 shares; 2025Q1: 68,242 shares; 2025Q2: 69,449 shares; 2025Q3: 71,461 shares; 2025Q4: 73,300 shares 73,300 $5.65M 0.28% +1,839 Timeline FBNC FIRST BANCORP N C More: the full row for FIRST BANCORP N C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111,772 shares; 2024Q4: 111,644 shares; 2025Q1: 111,644 shares; 2025Q2: 111,644 shares; 2025Q3: 110,644 shares; 2025Q4: 110,644 shares 110,644 $5.62M 0.28% 0 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,115 shares; 2024Q4: 9,708 shares; 2025Q1: 10,075 shares; 2025Q2: 10,457 shares; 2025Q3: 10,800 shares; 2025Q4: 10,804 shares 10,804 $5.52M 0.27% +4 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: 3,643 shares; 2024Q4: 3,603 shares; 2025Q1: 3,400 shares; 2025Q2: 6,794 shares; 2025Q3: 12,873 shares; 2025Q4: 16,633 shares 16,633 $5.49M 0.27% +3,760 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: 15,251 shares; 2024Q4: 14,866 shares; 2025Q1: 15,309 shares; 2025Q2: 15,868 shares; 2025Q3: 16,796 shares; 2025Q4: 16,903 shares 16,903 $5.38M 0.27% +107 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: 20,700 shares; 2024Q4: 20,939 shares; 2025Q1: 21,676 shares; 2025Q2: 21,370 shares; 2025Q3: 25,745 shares; 2025Q4: 27,838 shares 27,838 $4.94M 0.24% +2,093 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,804 shares; 2024Q4: 6,463 shares; 2025Q1: 6,382 shares; 2025Q2: 6,463 shares; 2025Q3: 6,428 shares; 2025Q4: 6,364 shares 6,364 $4.8M 0.24% -64 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,171 shares; 2024Q4: 13,171 shares; 2025Q1: 13,350 shares; 2025Q2: 13,171 shares; 2025Q3: 12,947 shares; 2025Q4: 12,948 shares 12,948 $4.79M 0.24% +1 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: 14,342 shares; 2024Q4: 14,190 shares; 2025Q1: 14,210 shares; 2025Q2: 13,977 shares; 2025Q3: 13,977 shares; 2025Q4: 13,979 shares 13,979 $4.69M 0.23% +2 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: 71,628 shares; 2024Q4: 68,400 shares; 2025Q1: 69,320 shares; 2025Q2: 69,835 shares; 2025Q3: 69,249 shares; 2025Q4: 69,246 shares 69,246 $4.65M 0.23% -3 Timeline SHYG 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: 98,276 shares; 2025Q2: 98,644 shares; 2025Q3: 104,523 shares; 2025Q4: 106,852 shares 106,852 $4.58M 0.23% +2,329 Timeline FNCL 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: 48,771 shares; 2024Q4: 52,354 shares; 2025Q1: 53,072 shares; 2025Q2: 53,785 shares; 2025Q3: 56,102 shares; 2025Q4: 56,311 shares 56,311 $4.38M 0.22% +209 Timeline FCOM 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: 60,349 shares; 2024Q4: 58,047 shares; 2025Q1: 58,531 shares; 2025Q2: 58,636 shares; 2025Q3: 58,093 shares; 2025Q4: 57,943 shares 57,943 $4.25M 0.21% -150 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,822 shares; 2024Q4: 42,334 shares; 2025Q1: 43,808 shares; 2025Q2: 43,236 shares; 2025Q3: 43,894 shares; 2025Q4: 44,278 shares 44,278 $4.13M 0.2% +384 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: 168,246 shares; 2024Q4: 168,180 shares; 2025Q1: 152,953 shares; 2025Q2: 154,683 shares; 2025Q3: 38,842 shares; 2025Q4: 38,466 shares 38,466 $4.05M 0.2% -376 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: 2,606 shares; 2025Q1: 2,895 shares; 2025Q2: 3,051 shares; 2025Q3: 3,695 shares; 2025Q4: 3,782 shares 3,782 $4.05M 0.2% +87 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: 5,024 shares; 2024Q4: 5,442 shares; 2025Q1: 8,466 shares; 2025Q2: 9,576 shares; 2025Q3: 13,541 shares; 2025Q4: 14,435 shares 14,435 $3.82M 0.19% +894 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,843 shares; 2024Q4: 3,262 shares; 2025Q1: 3,271 shares; 2025Q2: 4,533 shares; 2025Q3: 6,019 shares; 2025Q4: 6,159 shares 6,159 $3.78M 0.19% +140 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: 8,730 shares; 2024Q4: 8,485 shares; 2025Q1: 8,553 shares; 2025Q2: 9,340 shares; 2025Q3: 11,469 shares; 2025Q4: 12,230 shares 12,230 $3.74M 0.19% +761 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,589 shares; 2025Q2: 21,570 shares; 2025Q3: 22,555 shares; 2025Q4: 22,721 shares 22,721 $3.68M 0.18% +166 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: 110,897 shares; 2024Q4: 110,105 shares; 2025Q1: 120,133 shares; 2025Q2: 123,888 shares; 2025Q3: 140,333 shares; 2025Q4: 146,039 shares 146,039 $3.63M 0.18% +5,706 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: 2,920 shares; 2024Q4: 4,216 shares; 2025Q1: 4,056 shares; 2025Q2: 5,474 shares; 2025Q3: 6,986 shares; 2025Q4: 8,002 shares 8,002 $3.6M 0.18% +1,016 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: 14,848 shares; 2024Q4: 14,838 shares; 2025Q1: 10,803 shares; 2025Q2: 10,703 shares; 2025Q3: 10,756 shares; 2025Q4: 10,786 shares 10,786 $3.53M 0.17% +30 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: 19,112 shares; 2024Q4: 19,351 shares; 2025Q1: 19,891 shares; 2025Q2: 19,696 shares; 2025Q3: 20,427 shares; 2025Q4: 20,526 shares 20,526 $3.51M 0.17% +99 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: 755 shares; 2024Q4: 755 shares; 2025Q1: 4,418 shares; 2025Q2: 4,862 shares; 2025Q3: 5,843 shares; 2025Q4: 6,083 shares 6,083 $3.45M 0.17% +240 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,762 shares; 2024Q4: 26,805 shares; 2025Q1: 28,260 shares; 2025Q2: 29,148 shares; 2025Q3: 29,131 shares; 2025Q4: 29,504 shares 29,504 $3.4M 0.17% +373 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: 8,526 shares; 2024Q4: 13,378 shares; 2025Q1: 8,547 shares; 2025Q2: 8,450 shares; 2025Q3: 8,650 shares; 2025Q4: 23,676 shares 23,676 $3.4M 0.17% +15,026 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: 18,515 shares; 2024Q4: 18,536 shares; 2025Q1: 18,542 shares; 2025Q2: 19,013 shares; 2025Q3: 19,768 shares; 2025Q4: 19,179 shares 19,179 $3.33M 0.16% -589 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: 1,295 shares; 2024Q4: 1,451 shares; 2025Q1: 1,531 shares; 2025Q2: 1,633 shares; 2025Q3: 1,696 shares; 2025Q4: 1,635 shares 1,635 $3.29M 0.16% -61 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: 63,997 shares; 2024Q4: 63,534 shares; 2025Q1: 63,985 shares; 2025Q2: 66,385 shares; 2025Q3: 67,796 shares; 2025Q4: 68,613 shares 68,613 $3.28M 0.16% +817 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: 36,548 shares; 2024Q4: 37,660 shares; 2025Q1: 38,898 shares; 2025Q2: 42,186 shares; 2025Q3: 41,515 shares; 2025Q4: 38,663 shares 38,663 $3.26M 0.16% -2,852 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 393 shares; 2025Q2: 473 shares; 2025Q3: 599 shares; 2025Q4: 603 shares 603 $3.23M 0.16% +4 Timeline FHLC 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: 45,655 shares; 2024Q4: 43,553 shares; 2025Q1: 43,874 shares; 2025Q2: 44,177 shares; 2025Q3: 43,475 shares; 2025Q4: 43,431 shares 43,431 $3.23M 0.16% -44 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 168,751 shares; 2024Q4: 169,127 shares; 2025Q1: 170,036 shares; 2025Q2: 175,243 shares; 2025Q3: 178,626 shares; 2025Q4: 180,369 shares 180,369 $3.13M 0.15% +1,743 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: 5,831 shares; 2024Q4: 5,992 shares; 2025Q1: 5,686 shares; 2025Q2: 6,686 shares; 2025Q3: 6,404 shares; 2025Q4: 6,330 shares 6,330 $3.09M 0.15% -74 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: 9,157 shares; 2024Q4: 9,192 shares; 2025Q1: 9,180 shares; 2025Q2: 9,452 shares; 2025Q3: 9,332 shares; 2025Q4: 9,539 shares 9,539 $2.98M 0.15% +207 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,393 shares; 2024Q4: 11,106 shares; 2025Q1: 11,572 shares; 2025Q2: 12,311 shares; 2025Q3: 12,784 shares; 2025Q4: 12,916 shares 12,916 $2.91M 0.14% +132 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: 2,849 shares; 2024Q4: 3,256 shares; 2025Q1: 2,932 shares; 2025Q2: 2,788 shares; 2025Q3: 2,782 shares; 2025Q4: 6,111 shares 6,111 $2.89M 0.14% +3,329 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,400 shares; 2024Q4: 59,400 shares; 2025Q1: 59,300 shares; 2025Q2: 59,300 shares; 2025Q3: 59,300 shares; 2025Q4: 59,300 shares 59,300 $2.78M 0.14% 0 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,275 shares; 2025Q2: 2,661 shares; 2025Q3: 3,590 shares; 2025Q4: 17,548 shares 17,548 $2.69M 0.13% +13,958 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,153 shares; 2024Q4: 15,647 shares; 2025Q1: 13,439 shares; 2025Q2: 13,895 shares; 2025Q3: 13,784 shares; 2025Q4: 13,199 shares 13,199 $2.58M 0.13% -585 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: 6,601 shares; 2024Q4: 6,173 shares; 2025Q1: 7,133 shares; 2025Q2: 9,177 shares; 2025Q3: 25,254 shares; 2025Q4: 27,225 shares 27,225 $2.55M 0.13% +1,971 Timeline FIDU 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: 31,728 shares; 2024Q4: 30,333 shares; 2025Q1: 30,779 shares; 2025Q2: 30,934 shares; 2025Q3: 30,679 shares; 2025Q4: 30,643 shares 30,643 $2.53M 0.13% -36 Timeline FDIS 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: 25,082 shares; 2024Q4: 23,781 shares; 2025Q1: 24,169 shares; 2025Q2: 24,274 shares; 2025Q3: 24,153 shares; 2025Q4: 24,201 shares 24,201 $2.47M 0.12% +48 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,488 shares; 2024Q4: 1,706 shares; 2025Q1: 1,824 shares; 2025Q2: 2,211 shares; 2025Q3: 2,565 shares; 2025Q4: 25,869 shares 25,869 $2.43M 0.12% +23,304 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,307 shares; 2024Q4: 11,843 shares; 2025Q1: 11,122 shares; 2025Q2: 11,106 shares; 2025Q3: 11,296 shares; 2025Q4: 10,848 shares 10,848 $2.38M 0.12% -448 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,423 shares; 2024Q4: 7,760 shares; 2025Q1: 8,070 shares; 2025Q2: 8,710 shares; 2025Q3: 10,391 shares; 2025Q4: 10,407 shares 10,407 $2.37M 0.12% +16 Timeline AGZ 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: 19,473 shares; 2025Q1: 19,585 shares; 2025Q2: 19,689 shares; 2025Q3: 20,970 shares; 2025Q4: 21,382 shares 21,382 $2.36M 0.12% +412 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: 8,025 shares; 2024Q4: 8,026 shares; 2025Q1: 8,020 shares; 2025Q2: 8,231 shares; 2025Q3: 8,348 shares; 2025Q4: 8,564 shares 8,564 $2.34M 0.12% +216 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: 7,254 shares; 2024Q4: 7,277 shares; 2025Q1: 7,321 shares; 2025Q2: 7,575 shares; 2025Q3: 7,901 shares; 2025Q4: 7,891 shares 7,891 $2.29M 0.11% -10 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: not reported; 2024Q4: 363 shares; 2025Q1: 2,411 shares; 2025Q2: 2,404 shares; 2025Q3: 2,490 shares; 2025Q4: 2,559 shares 2,559 $2.25M 0.11% +69 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: not reported; 2024Q4: 8,658 shares; 2025Q1: 9,083 shares; 2025Q2: 12,389 shares; 2025Q3: 14,404 shares; 2025Q4: 14,562 shares 14,562 $2.24M 0.11% +158 Timeline AUB ATLANTIC UN BANKSHARES CORP More: the full row for ATLANTIC UN BANKSHARES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,892 shares; 2024Q4: 52,892 shares; 2025Q1: 66,802 shares; 2025Q2: 66,727 shares; 2025Q3: 62,956 shares; 2025Q4: 62,161 shares 62,161 $2.19M 0.11% -795 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: 1,581 shares; 2024Q4: 2,288 shares; 2025Q1: 2,269 shares; 2025Q2: 3,016 shares; 2025Q3: 3,085 shares; 2025Q4: 3,116 shares 3,116 $2.13M 0.11% +31 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: 1,216 shares; 2024Q4: 1,334 shares; 2025Q1: 1,554 shares; 2025Q2: 2,251 shares; 2025Q3: 5,739 shares; 2025Q4: 8,222 shares 8,222 $2.11M 0.1% +2,483 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,923 shares; 2024Q4: 1,656 shares; 2025Q1: 2,598 shares; 2025Q2: 4,262 shares; 2025Q3: 10,052 shares; 2025Q4: 12,691 shares 12,691 $2.04M 0.1% +2,639 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: 6,485 shares; 2024Q4: 6,991 shares; 2025Q1: 7,327 shares; 2025Q2: 7,616 shares; 2025Q3: 8,003 shares; 2025Q4: 7,765 shares 7,765 $2.04M 0.1% -238 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: 1,689 shares; 2024Q4: 1,647 shares; 2025Q1: 2,641 shares; 2025Q2: 2,834 shares; 2025Q3: 3,044 shares; 2025Q4: 3,202 shares 3,202 $2.01M 0.1% +158 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,558 shares 16,558 $1.98M 0.1% new 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,320 shares 6,320 $1.86M 0.09% new Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,654 shares; 2024Q4: 11,149 shares; 2025Q1: 11,465 shares; 2025Q2: 11,911 shares; 2025Q3: 12,471 shares; 2025Q4: 11,983 shares 11,983 $1.85M 0.09% -488 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,168 shares; 2025Q3: 5,485 shares; 2025Q4: 5,144 shares 5,144 $1.81M 0.09% -341 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 936 shares; 2025Q3: 9,789 shares; 2025Q4: 6,596 shares 6,596 $1.7M 0.08% -3,193 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: 39,873 shares; 2024Q4: 36,843 shares; 2025Q1: 40,506 shares; 2025Q2: 41,079 shares; 2025Q3: 40,550 shares; 2025Q4: 40,944 shares 40,944 $1.67M 0.08% +394 Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 760 shares; 2024Q4: 760 shares; 2025Q1: 757 shares; 2025Q2: 757 shares; 2025Q3: 757 shares; 2025Q4: 757 shares 757 $1.62M 0.08% 0 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 494 shares; 2025Q3: 1,416 shares; 2025Q4: 1,832 shares 1,832 $1.61M 0.08% +416 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: 2,376 shares; 2024Q4: 2,569 shares; 2025Q1: 2,658 shares; 2025Q2: 3,015 shares; 2025Q3: 3,733 shares; 2025Q4: 3,309 shares 3,309 $1.55M 0.08% -424 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: 6,252 shares; 2024Q4: 6,176 shares; 2025Q1: 6,161 shares; 2025Q2: 6,338 shares; 2025Q3: 6,477 shares; 2025Q4: 6,226 shares 6,226 $1.54M 0.08% -251 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: 25,955 shares; 2024Q4: 26,205 shares; 2025Q1: 25,853 shares; 2025Q2: 27,655 shares; 2025Q3: 27,655 shares; 2025Q4: 27,655 shares 27,655 $1.51M 0.08% 0 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: 4,948 shares; 2024Q4: 4,883 shares; 2025Q1: 4,751 shares; 2025Q2: 4,759 shares; 2025Q3: 4,759 shares; 2025Q4: 4,776 shares 4,776 $1.48M 0.07% +17 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,027 shares; 2024Q4: 31,530 shares; 2025Q1: 31,027 shares; 2025Q2: 31,831 shares; 2025Q3: 31,873 shares; 2025Q4: 27,295 shares 27,295 $1.47M 0.07% -4,578 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,843 shares; 2024Q4: 1,978 shares; 2025Q1: 1,954 shares; 2025Q2: 2,190 shares; 2025Q3: 2,172 shares; 2025Q4: 2,161 shares 2,161 $1.43M 0.07% -11 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,209 shares; 2024Q4: 9,276 shares; 2025Q1: 9,066 shares; 2025Q2: 8,995 shares; 2025Q3: 8,995 shares; 2025Q4: 8,949 shares 8,949 $1.39M 0.07% -46 Timeline LRGF 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: 25,814 shares; 2024Q4: 25,814 shares; 2025Q1: 24,552 shares; 2025Q2: 24,552 shares; 2025Q3: 19,174 shares; 2025Q4: 19,174 shares 19,174 $1.33M 0.07% 0 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: 21,000 shares; 2024Q4: 19,535 shares; 2025Q1: 19,328 shares; 2025Q2: 19,928 shares; 2025Q3: 20,096 shares; 2025Q4: 21,296 shares 21,296 $1.33M 0.07% +1,200 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: 3,179 shares; 2024Q4: 3,187 shares; 2025Q1: 3,230 shares; 2025Q2: 3,239 shares; 2025Q3: 3,209 shares; 2025Q4: 3,221 shares 3,221 $1.25M 0.06% +12 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,117 shares; 2024Q4: 8,931 shares; 2025Q1: 9,073 shares; 2025Q2: 9,338 shares; 2025Q3: 9,497 shares; 2025Q4: 9,686 shares 9,686 $1.24M 0.06% +189 Timeline FENY 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: 60,378 shares; 2024Q4: 48,005 shares; 2025Q1: 48,178 shares; 2025Q2: 48,442 shares; 2025Q3: 48,171 shares; 2025Q4: 48,042 shares 48,042 $1.19M 0.06% -129 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,798 shares; 2024Q4: 56,847 shares; 2025Q1: 47,593 shares; 2025Q2: 48,728 shares; 2025Q3: 43,968 shares; 2025Q4: 43,968 shares 43,968 $1.15M 0.06% 0 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,983 shares; 2024Q4: 9,983 shares; 2025Q1: 9,819 shares; 2025Q2: 9,769 shares; 2025Q3: 8,419 shares; 2025Q4: 8,419 shares 8,419 $1.15M 0.06% 0 Timeline FSTA 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: 28,040 shares; 2024Q4: 23,477 shares; 2025Q1: 23,527 shares; 2025Q2: 23,706 shares; 2025Q3: 23,473 shares; 2025Q4: 23,347 shares 23,347 $1.15M 0.06% -126 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,433 shares; 2024Q4: 5,749 shares; 2025Q1: 3,364 shares; 2025Q2: 4,664 shares; 2025Q3: 4,784 shares; 2025Q4: 9,366 shares 9,366 $1.12M 0.06% +4,582 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,988 shares; 2024Q4: 6,988 shares; 2025Q1: 6,913 shares; 2025Q2: 6,868 shares; 2025Q3: 6,843 shares; 2025Q4: 6,818 shares 6,818 $1.06M 0.05% -25 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: 1,768 shares; 2024Q4: 1,897 shares; 2025Q1: 1,839 shares; 2025Q2: 3,613 shares; 2025Q3: 3,549 shares; 2025Q4: 7,298 shares 7,298 $1.05M 0.05% +3,749 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,518 shares; 2024Q4: 22,075 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,152 shares; 2025Q4: 16,434 shares 16,434 $1.05M 0.05% +4,282 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: 2,066 shares; 2024Q4: 2,111 shares; 2025Q1: 2,649 shares; 2025Q2: 3,337 shares; 2025Q3: 5,284 shares; 2025Q4: 5,521 shares 5,521 $1.02M 0.05% +237 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,291 shares; 2024Q4: not reported; 2025Q1: 33,887 shares; 2025Q2: 36,072 shares; 2025Q3: 34,571 shares; 2025Q4: 35,831 shares 35,831 $964K 0.05% +1,260 Timeline PRFZ 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: 22,206 shares; 2024Q4: 20,070 shares; 2025Q1: 20,070 shares; 2025Q2: 20,070 shares; 2025Q3: 20,070 shares; 2025Q4: 20,743 shares 20,743 $952K 0.05% +673 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,212 shares; 2024Q4: 9,012 shares; 2025Q1: 8,612 shares; 2025Q2: 8,341 shares; 2025Q3: 8,568 shares; 2025Q4: 10,617 shares 10,617 $926K 0.05% +2,049 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,057 shares; 2024Q4: 6,057 shares; 2025Q1: 6,015 shares; 2025Q2: 6,013 shares; 2025Q3: 6,013 shares; 2025Q4: 6,013 shares 6,013 $910K 0.05% 0 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY 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: 17,843 shares 17,843 $892K 0.04% new Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,014 shares; 2025Q2: 1,811 shares; 2025Q3: 3,758 shares; 2025Q4: 3,600 shares 3,600 $886K 0.04% -158 Timeline BEAT HEARTBEAM INC More: the full row for HEARTBEAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 250,000 shares; 2024Q4: 250,000 shares; 2025Q1: 367,647 shares; 2025Q2: 367,647 shares; 2025Q3: 367,647 shares; 2025Q4: 367,647 shares 367,647 $882K 0.04% 0 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,743 shares; 2024Q4: 9,332 shares; 2025Q1: 10,347 shares; 2025Q2: 20,967 shares; 2025Q3: 18,289 shares; 2025Q4: 17,761 shares 17,761 $874K 0.04% -528 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,368 shares; 2024Q4: 8,368 shares; 2025Q1: 7,898 shares; 2025Q2: 7,938 shares; 2025Q3: 9,062 shares; 2025Q4: 8,450 shares 8,450 $821K 0.04% -612 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: 9,273 shares; 2024Q4: 9,465 shares; 2025Q1: 9,053 shares; 2025Q2: 8,829 shares; 2025Q3: 8,161 shares; 2025Q4: 8,061 shares 8,061 $776K 0.04% -100 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,834 shares; 2024Q4: 5,444 shares; 2025Q1: 5,444 shares; 2025Q2: 5,444 shares; 2025Q3: 5,718 shares; 2025Q4: 5,646 shares 5,646 $771K 0.04% -72 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,449 shares; 2024Q4: 1,568 shares; 2025Q1: 1,871 shares; 2025Q2: 1,870 shares; 2025Q3: 1,898 shares; 2025Q4: 2,528 shares 2,528 $768K 0.04% +630 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,204 shares; 2024Q4: 1,119 shares; 2025Q1: 846 shares; 2025Q2: 846 shares; 2025Q3: 787 shares; 2025Q4: 632 shares 632 $768K 0.04% -155 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares 1 $755K 0.04% 0 Timeline FUTY 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: 14,100 shares; 2024Q4: 13,474 shares; 2025Q1: 13,534 shares; 2025Q2: 13,599 shares; 2025Q3: 13,497 shares; 2025Q4: 13,465 shares 13,465 $744K 0.04% -32 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,929 shares; 2024Q4: 18,381 shares; 2025Q1: 10,362 shares; 2025Q2: 10,374 shares; 2025Q3: 10,433 shares; 2025Q4: 10,403 shares 10,403 $743K 0.04% -30 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: 42,939 shares; 2024Q4: 43,000 shares; 2025Q1: not reported; 2025Q2: 13,966 shares; 2025Q3: 13,832 shares; 2025Q4: 13,832 shares 13,832 $738K 0.04% 0 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,214 shares; 2024Q4: 2,214 shares; 2025Q1: 1,949 shares; 2025Q2: 1,949 shares; 2025Q3: 1,949 shares; 2025Q4: 1,949 shares 1,949 $728K 0.04% 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: 25,346 shares; 2024Q4: 24,896 shares; 2025Q1: 23,477 shares; 2025Q2: 24,145 shares; 2025Q3: 22,161 shares; 2025Q4: 5,475 shares 5,475 $727K 0.04% -16,686 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,038 shares; 2024Q4: 16,854 shares; 2025Q1: 8,727 shares; 2025Q2: 9,002 shares; 2025Q3: 9,256 shares; 2025Q4: 9,113 shares 9,113 $723K 0.04% -143 Timeline FMAT 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: 13,718 shares; 2024Q4: 13,292 shares; 2025Q1: 13,496 shares; 2025Q2: 13,563 shares; 2025Q3: 13,470 shares; 2025Q4: 13,520 shares 13,520 $718K 0.04% +50 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,098 shares; 2025Q1: 1,198 shares; 2025Q2: 1,371 shares; 2025Q3: 1,460 shares; 2025Q4: 1,516 shares 1,516 $711K 0.04% +56 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: 3,665 shares; 2024Q4: 3,642 shares; 2025Q1: 3,606 shares; 2025Q2: 4,876 shares; 2025Q3: 4,407 shares; 2025Q4: 4,357 shares 4,357 $699K 0.03% -50 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: 4,109 shares; 2024Q4: 4,180 shares; 2025Q1: 4,592 shares; 2025Q2: 3,872 shares; 2025Q3: 3,885 shares; 2025Q4: 3,512 shares 3,512 $685K 0.03% -373 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,473 shares; 2024Q4: 1,473 shares; 2025Q1: 1,445 shares; 2025Q2: 1,445 shares; 2025Q3: 1,445 shares; 2025Q4: 1,445 shares 1,445 $656K 0.03% 0 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,512 shares; 2024Q4: 16,331 shares; 2025Q1: 16,514 shares; 2025Q2: 16,103 shares; 2025Q3: 16,103 shares; 2025Q4: 17,003 shares 17,003 $616K 0.03% +900 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,424 shares; 2024Q4: 1,424 shares; 2025Q1: 2,493 shares; 2025Q2: 2,426 shares; 2025Q3: 2,161 shares; 2025Q4: 2,128 shares 2,128 $614K 0.03% -33 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,135 shares; 2025Q3: 1,221 shares; 2025Q4: 3,354 shares 3,354 $596K 0.03% +2,133 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: 9,565 shares; 2024Q4: 9,296 shares; 2025Q1: 9,296 shares; 2025Q2: 9,296 shares; 2025Q3: 9,166 shares; 2025Q4: 10,652 shares 10,652 $575K 0.03% +1,486 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: 1,014 shares; 2024Q4: 1,046 shares; 2025Q1: 980 shares; 2025Q2: 1,980 shares; 2025Q3: 1,980 shares; 2025Q4: 1,980 shares 1,980 $570K 0.03% 0 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,184 shares; 2024Q4: not reported; 2025Q1: 1,142 shares; 2025Q2: 1,221 shares; 2025Q3: 1,326 shares; 2025Q4: 1,784 shares 1,784 $550K 0.03% +458 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: 4,719 shares; 2024Q4: 4,693 shares; 2025Q1: 4,677 shares; 2025Q2: 4,934 shares; 2025Q3: 4,854 shares; 2025Q4: 1,066 shares 1,066 $516K 0.03% -3,788 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,648 shares; 2024Q4: 3,648 shares; 2025Q1: 3,648 shares; 2025Q2: 3,648 shares; 2025Q3: 3,648 shares; 2025Q4: 3,648 shares 3,648 $510K 0.03% 0 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: 662 shares; 2024Q4: 507 shares; 2025Q1: 441 shares; 2025Q2: 392 shares; 2025Q3: 332 shares; 2025Q4: 554 shares 554 $478K 0.02% +222 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: 7,370 shares; 2024Q4: 7,620 shares; 2025Q1: 7,370 shares; 2025Q2: 7,370 shares; 2025Q3: 7,370 shares; 2025Q4: 7,220 shares 7,220 $477K 0.02% -150 Timeline SCHV 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: 5,646 shares; 2024Q4: 16,937 shares; 2025Q1: 16,319 shares; 2025Q2: 16,069 shares; 2025Q3: 16,069 shares; 2025Q4: 16,042 shares 16,042 $475K 0.02% -27 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,436 shares; 2024Q4: 3,392 shares; 2025Q1: 3,417 shares; 2025Q2: 3,392 shares; 2025Q3: 3,392 shares; 2025Q4: 3,392 shares 3,392 $468K 0.02% 0 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 800 shares; 2025Q3: 1,050 shares; 2025Q4: 1,050 shares 1,050 $467K 0.02% 0 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,213 shares; 2024Q4: 7,226 shares; 2025Q1: 7,340 shares; 2025Q2: 7,555 shares; 2025Q3: 7,567 shares; 2025Q4: 7,779 shares 7,779 $461K 0.02% +212 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,813 shares; 2024Q4: 16,073 shares; 2025Q1: 16,076 shares; 2025Q2: 16,076 shares; 2025Q3: 16,077 shares; 2025Q4: 14,043 shares 14,043 $458K 0.02% -2,034 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,734 shares; 2024Q4: 9,697 shares; 2025Q1: 30,287 shares; 2025Q2: 8,405 shares; 2025Q3: 18,473 shares; 2025Q4: 16,506 shares 16,506 $453K 0.02% -1,967 Timeline FREL 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: 17,236 shares; 2024Q4: 16,470 shares; 2025Q1: 16,568 shares; 2025Q2: 16,633 shares; 2025Q3: 16,690 shares; 2025Q4: 16,685 shares 16,685 $449K 0.02% -5 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,080 shares; 2025Q2: 6,280 shares; 2025Q3: 5,085 shares; 2025Q4: 5,085 shares 5,085 $445K 0.02% 0 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,789 shares; 2024Q4: 5,839 shares; 2025Q1: 7,238 shares; 2025Q2: 7,261 shares; 2025Q3: 7,261 shares; 2025Q4: 7,711 shares 7,711 $445K 0.02% +450 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: 8,176 shares; 2024Q4: 8,137 shares; 2025Q1: 8,052 shares; 2025Q2: 8,052 shares; 2025Q3: 8,192 shares; 2025Q4: 8,192 shares 8,192 $440K 0.02% 0 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,345 shares; 2024Q4: 5,284 shares; 2025Q1: 3,975 shares; 2025Q2: 3,975 shares; 2025Q3: 3,975 shares; 2025Q4: 3,935 shares 3,935 $434K 0.02% -40 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,157 shares; 2024Q4: not reported; 2025Q1: 11,680 shares; 2025Q2: 11,987 shares; 2025Q3: 11,987 shares; 2025Q4: 15,911 shares 15,911 $433K 0.02% +3,924 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,672 shares; 2024Q4: 1,639 shares; 2025Q1: 1,607 shares; 2025Q2: 2,612 shares; 2025Q3: 2,605 shares; 2025Q4: 2,605 shares 2,605 $424K 0.02% 0 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,974 shares; 2025Q1: not reported; 2025Q2: 2,176 shares; 2025Q3: 1,753 shares; 2025Q4: 2,601 shares 2,601 $419K 0.02% +848 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,257 shares; 2024Q4: 1,298 shares; 2025Q1: 1,407 shares; 2025Q2: 1,407 shares; 2025Q3: 1,407 shares; 2025Q4: 1,407 shares 1,407 $408K 0.02% 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: 2,559 shares; 2024Q4: 2,464 shares; 2025Q1: 2,380 shares; 2025Q2: 2,380 shares; 2025Q3: 2,410 shares; 2025Q4: 2,456 shares 2,456 $399K 0.02% +46 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,772 shares; 2024Q4: 7,097 shares; 2025Q1: 7,097 shares; 2025Q2: 5,347 shares; 2025Q3: 5,347 shares; 2025Q4: 5,347 shares 5,347 $393K 0.02% 0 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: 2,375 shares; 2024Q4: 2,345 shares; 2025Q1: 1,923 shares; 2025Q2: 1,894 shares; 2025Q3: 1,894 shares; 2025Q4: 1,857 shares 1,857 $387K 0.02% -37 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: 1,657 shares; 2024Q4: 1,620 shares; 2025Q1: 1,374 shares; 2025Q2: 1,374 shares; 2025Q3: 1,395 shares; 2025Q4: 1,990 shares 1,990 $380K 0.02% +595 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,537 shares; 2024Q4: 2,537 shares; 2025Q1: 2,537 shares; 2025Q2: 2,637 shares; 2025Q3: 2,637 shares; 2025Q4: 2,637 shares 2,637 $372K 0.02% 0 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,586 shares; 2025Q2: 3,150 shares; 2025Q3: 3,150 shares; 2025Q4: 3,150 shares 3,150 $370K 0.02% 0 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: 1,104 shares; 2024Q4: 1,104 shares; 2025Q1: 1,104 shares; 2025Q2: 1,104 shares; 2025Q3: 1,104 shares; 2025Q4: 1,144 shares 1,144 $370K 0.02% +40 Timeline CALM CAL MAINE FOODS INC More: the full row for CAL MAINE FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,700 shares; 2024Q4: 4,600 shares; 2025Q1: 4,600 shares; 2025Q2: 4,600 shares; 2025Q3: 4,600 shares; 2025Q4: 4,600 shares 4,600 $366K 0.02% 0 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 375 shares; 2025Q4: 553 shares 553 $361K 0.02% +178 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: 2,613 shares; 2024Q4: 2,613 shares; 2025Q1: 2,612 shares; 2025Q2: 3,552 shares; 2025Q3: 3,512 shares; 2025Q4: 3,512 shares 3,512 $360K 0.02% 0 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,849 shares; 2024Q4: 3,569 shares; 2025Q1: 3,569 shares; 2025Q2: 3,569 shares; 2025Q3: 3,449 shares; 2025Q4: 3,042 shares 3,042 $357K 0.02% -407 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: 2,705 shares; 2024Q4: 1,863 shares; 2025Q1: 1,991 shares; 2025Q2: not reported; 2025Q3: 1,610 shares; 2025Q4: 1,661 shares 1,661 $356K 0.02% +51 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,344 shares; 2025Q3: 7,344 shares; 2025Q4: 7,344 shares 7,344 $342K 0.02% 0 Timeline XHB 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: 3,240 shares; 2024Q4: 3,240 shares; 2025Q1: 3,240 shares; 2025Q2: 3,240 shares; 2025Q3: 3,240 shares; 2025Q4: 3,240 shares 3,240 $334K 0.02% 0 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,016 shares; 2024Q4: 978 shares; 2025Q1: 978 shares; 2025Q2: 868 shares; 2025Q3: 868 shares; 2025Q4: 968 shares 968 $326K 0.02% +100 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: 1,476 shares; 2024Q4: 1,476 shares; 2025Q1: 1,352 shares; 2025Q2: 1,362 shares; 2025Q3: 1,517 shares; 2025Q4: 1,525 shares 1,525 $321K 0.02% +8 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 659 shares; 2024Q4: 659 shares; 2025Q1: 659 shares; 2025Q2: 655 shares; 2025Q3: 655 shares; 2025Q4: 655 shares 655 $315K 0.02% 0 Timeline LOB LIVE OAK BANCSHARES INC More: the full row for LIVE OAK BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,954 shares; 2024Q4: 8,954 shares; 2025Q1: 8,954 shares; 2025Q2: 8,954 shares; 2025Q3: 8,954 shares; 2025Q4: 8,954 shares 8,954 $308K 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: 6,880 shares; 2024Q4: 6,880 shares; 2025Q1: 6,880 shares; 2025Q2: 6,880 shares; 2025Q3: 6,880 shares; 2025Q4: 6,880 shares 6,880 $306K 0.02% 0 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,614 shares; 2025Q3: 2,679 shares; 2025Q4: 2,679 shares 2,679 $305K 0.02% 0 Timeline HDV 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: 2,476 shares; 2025Q2: 2,476 shares; 2025Q3: 2,476 shares; 2025Q4: 2,498 shares 2,498 $304K 0.02% +22 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,214 shares; 2025Q2: 993 shares; 2025Q3: 993 shares; 2025Q4: 1,383 shares 1,383 $300K 0.01% +390 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,298 shares; 2025Q1: 1,598 shares; 2025Q2: 2,142 shares; 2025Q3: 1,698 shares; 2025Q4: 1,598 shares 1,598 $294K 0.01% -100 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,240 shares; 2024Q4: 3,976 shares; 2025Q1: 3,916 shares; 2025Q2: 4,357 shares; 2025Q3: 3,893 shares; 2025Q4: 3,768 shares 3,768 $293K 0.01% -125 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,892 shares; 2024Q4: 1,892 shares; 2025Q1: 2,933 shares; 2025Q2: 2,933 shares; 2025Q3: 1,966 shares; 2025Q4: 1,966 shares 1,966 $292K 0.01% 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: 676 shares; 2024Q4: 735 shares; 2025Q1: 685 shares; 2025Q2: 637 shares; 2025Q3: 626 shares; 2025Q4: 626 shares 626 $292K 0.01% 0 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,249 shares; 2024Q4: 22,577 shares; 2025Q1: 11,907 shares; 2025Q2: 13,507 shares; 2025Q3: 13,507 shares; 2025Q4: 12,070 shares 12,070 $290K 0.01% -1,437 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,007 shares; 2025Q4: 3,007 shares 3,007 $289K 0.01% 0 Timeline VCR 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: 732 shares; 2024Q4: 732 shares; 2025Q1: 732 shares; 2025Q2: 732 shares; 2025Q3: 732 shares; 2025Q4: 732 shares 732 $288K 0.01% 0 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 809 shares; 2025Q3: 784 shares; 2025Q4: 784 shares 784 $277K 0.01% 0 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,604 shares; 2024Q4: 2,604 shares; 2025Q1: 2,604 shares; 2025Q2: 2,600 shares; 2025Q3: 2,350 shares; 2025Q4: 2,715 shares 2,715 $274K 0.01% +365 Timeline SMH 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: 754 shares; 2025Q3: 754 shares; 2025Q4: 756 shares 756 $272K 0.01% +2 Timeline FDN 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares 1,000 $269K 0.01% 0 Timeline FNDA 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: 7,806 shares; 2024Q4: 8,444 shares; 2025Q1: 7,910 shares; 2025Q2: 7,510 shares; 2025Q3: 7,510 shares; 2025Q4: 8,302 shares 8,302 $262K 0.01% +792 Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,469 shares; 2025Q2: 7,469 shares; 2025Q3: 5,869 shares; 2025Q4: 5,869 shares 5,869 $261K 0.01% 0 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,555 shares; 2024Q4: 2,555 shares; 2025Q1: 2,036 shares; 2025Q2: 2,036 shares; 2025Q3: 2,036 shares; 2025Q4: 1,964 shares 1,964 $260K 0.01% -72 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 678 shares; 2025Q1: 578 shares; 2025Q2: 478 shares; 2025Q3: 478 shares; 2025Q4: 450 shares 450 $256K 0.01% -28 Timeline IWN 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: 1,399 shares; 2024Q4: 1,399 shares; 2025Q1: 1,399 shares; 2025Q2: 1,399 shares; 2025Q3: 1,399 shares; 2025Q4: 1,399 shares 1,399 $254K 0.01% 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: 1,296 shares; 2024Q4: 1,288 shares; 2025Q1: 1,488 shares; 2025Q2: 1,635 shares; 2025Q3: 1,215 shares; 2025Q4: 1,099 shares 1,099 $252K 0.01% -116 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 626 shares; 2025Q4: 626 shares 626 $248K 0.01% 0 Timeline AHR AMERICAN HEALTHCARE REIT INC More: the full row for AMERICAN HEALTHCARE 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: 5,234 shares; 2025Q4: 5,234 shares 5,234 $246K 0.01% 0 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,505 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,505 shares 3,505 $243K 0.01% new Timeline VV 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: 762 shares; 2024Q4: 762 shares; 2025Q1: not reported; 2025Q2: 762 shares; 2025Q3: 762 shares; 2025Q4: 762 shares 762 $240K 0.01% 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: 1,808 shares; 2024Q4: 1,808 shares; 2025Q1: 1,717 shares; 2025Q2: 1,717 shares; 2025Q3: 1,717 shares; 2025Q4: 1,717 shares 1,717 $239K 0.01% 0 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,750 shares; 2024Q4: 3,550 shares; 2025Q1: 3,577 shares; 2025Q2: 2,139 shares; 2025Q3: 2,139 shares; 2025Q4: 1,367 shares 1,367 $233K 0.01% -772 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,546 shares; 2025Q3: 2,546 shares; 2025Q4: 2,546 shares 2,546 $233K 0.01% 0 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,510 shares; 2024Q4: 3,510 shares; 2025Q1: 3,510 shares; 2025Q2: not reported; 2025Q3: 3,510 shares; 2025Q4: 3,510 shares 3,510 $229K 0.01% 0 Timeline RSPT 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: 801 shares; 2024Q4: 801 shares; 2025Q1: 801 shares; 2025Q2: 801 shares; 2025Q3: 801 shares; 2025Q4: 801 shares 801 $225K 0.01% 0 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,571 shares; 2024Q4: 8,571 shares; 2025Q1: 8,367 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,943 shares 6,943 $223K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 726 shares; 2025Q3: 720 shares; 2025Q4: 720 shares 720 $218K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,847 shares; 2025Q3: 1,027 shares; 2025Q4: 1,027 shares 1,027 $218K 0.01% 0 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,464 shares; 2025Q3: 2,642 shares; 2025Q4: 2,645 shares 2,645 $216K 0.01% +3 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,384 shares; 2024Q4: 2,002 shares; 2025Q1: not reported; 2025Q2: 1,879 shares; 2025Q3: not reported; 2025Q4: 1,857 shares 1,857 $211K 0.01% new Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,000 shares; 2025Q4: 8,000 shares 8,000 $209K 0.01% 0 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 938 shares 938 $209K 0.01% new Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares 1,000 $208K 0.01% 0 Timeline SHV 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: 1,840 shares; 2024Q4: 1,840 shares; 2025Q1: 1,840 shares; 2025Q2: 1,840 shares; 2025Q3: 1,840 shares; 2025Q4: 1,840 shares 1,840 $203K 0.01% 0 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: 3,112 shares; 2025Q2: not reported; 2025Q3: 3,112 shares; 2025Q4: 3,112 shares 3,112 $202K 0.01% 0 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,861 shares; 2025Q1: 2,811 shares; 2025Q2: 2,781 shares; 2025Q3: 2,036 shares; 2025Q4: 1,181 shares 1,181 $202K 0.01% -855 Timeline OR OR ROYALTIES INC. More: the full row for OR ROYALTIES 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: 5,700 shares; 2025Q4: 5,700 shares 5,700 $202K 0.01% 0 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,621 shares 4,621 $201K 0.01% new Timeline LUMN LUMEN TECHNOLOGIES INC More: the full row for LUMEN TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,864 shares; 2025Q4: 17,865 shares 17,865 $139K 0.01% +1 Timeline