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: 171,895 shares; 2024Q4: not loaded; 2025Q1: 162,504 shares; 2025Q2: 157,636 shares; 2025Q3: 155,009 shares; 2025Q4: 223,203 shares 223,203 $60.7M 5.19% +68,194 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: 64,729 shares; 2024Q4: not loaded; 2025Q1: 62,153 shares; 2025Q2: 60,561 shares; 2025Q3: 59,716 shares; 2025Q4: 93,203 shares 93,203 $45.1M 3.85% +33,487 Timeline VCRB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 234,490 shares; 2025Q4: 530,588 shares 530,588 $41.3M 3.53% +296,098 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 149,820 shares; 2024Q4: not loaded; 2025Q1: 138,807 shares; 2025Q2: 136,958 shares; 2025Q3: 134,068 shares; 2025Q4: 213,897 shares 213,897 $39.9M 3.41% +79,829 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: 26,843 shares; 2024Q4: not loaded; 2025Q1: 26,939 shares; 2025Q2: 27,479 shares; 2025Q3: 27,344 shares; 2025Q4: 54,243 shares 54,243 $37M 3.16% +26,899 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: 35,684 shares; 2024Q4: not loaded; 2025Q1: 35,720 shares; 2025Q2: 36,049 shares; 2025Q3: 36,150 shares; 2025Q4: 72,131 shares 72,131 $34.7M 2.96% +35,981 Timeline JBND J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 285,340 shares; 2025Q4: 621,004 shares 621,004 $33.6M 2.87% +335,664 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: 77,112 shares; 2024Q4: not loaded; 2025Q1: 427,447 shares; 2025Q2: 456,460 shares; 2025Q3: 476,842 shares; 2025Q4: 944,778 shares 944,778 $30.8M 2.63% +467,936 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: 65,405 shares; 2024Q4: not loaded; 2025Q1: 64,134 shares; 2025Q2: 62,941 shares; 2025Q3: 61,545 shares; 2025Q4: 91,263 shares 91,263 $28.6M 2.45% +29,718 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: 47,983 shares; 2024Q4: not loaded; 2025Q1: 46,549 shares; 2025Q2: 46,168 shares; 2025Q3: 45,523 shares; 2025Q4: 88,308 shares 88,308 $28.5M 2.43% +42,785 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: 133,077 shares; 2024Q4: not loaded; 2025Q1: 132,604 shares; 2025Q2: 124,430 shares; 2025Q3: 122,455 shares; 2025Q4: 160,005 shares 160,005 $25.9M 2.22% +37,550 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: 82,620 shares; 2024Q4: not loaded; 2025Q1: 80,158 shares; 2025Q2: 77,579 shares; 2025Q3: 76,203 shares; 2025Q4: 104,729 shares 104,729 $24.2M 2.07% +28,526 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: 66,796 shares; 2024Q4: not loaded; 2025Q1: 65,892 shares; 2025Q2: 66,014 shares; 2025Q3: 64,906 shares; 2025Q4: 129,740 shares 129,740 $23.8M 2.03% +64,834 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: 51,272 shares; 2024Q4: not loaded; 2025Q1: 50,201 shares; 2025Q2: 49,829 shares; 2025Q3: 49,719 shares; 2025Q4: 86,639 shares 86,639 $22.3M 1.9% +36,920 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 214,554 shares; 2025Q4: 466,152 shares 466,152 $22.1M 1.89% +251,598 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: 73,068 shares; 2024Q4: not loaded; 2025Q1: 71,130 shares; 2025Q2: 71,150 shares; 2025Q3: 70,362 shares; 2025Q4: 139,618 shares 139,618 $21.4M 1.83% +69,256 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: 69,665 shares; 2024Q4: not loaded; 2025Q1: 301,489 shares; 2025Q2: 362,097 shares; 2025Q3: 382,259 shares; 2025Q4: 780,928 shares 780,928 $21.4M 1.83% +398,669 Timeline SPYV 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: 98,017 shares; 2024Q4: not loaded; 2025Q1: 147,878 shares; 2025Q2: 174,450 shares; 2025Q3: 185,659 shares; 2025Q4: 376,632 shares 376,632 $21.4M 1.83% +190,973 Timeline JIRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not loaded; 2025Q1: 114,933 shares; 2025Q2: 118,890 shares; 2025Q3: 126,356 shares; 2025Q4: 272,505 shares 272,505 $20.4M 1.74% +146,149 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,904 shares; 2024Q4: not loaded; 2025Q1: 101,477 shares; 2025Q2: 98,660 shares; 2025Q3: 97,472 shares; 2025Q4: 133,565 shares 133,565 $19.3M 1.65% +36,093 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: 60,744 shares; 2024Q4: not loaded; 2025Q1: 68,711 shares; 2025Q2: 133,080 shares; 2025Q3: 142,479 shares; 2025Q4: 286,564 shares 286,564 $18.9M 1.62% +144,085 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: not reported; 2024Q4: not loaded; 2025Q1: 91,416 shares; 2025Q2: 97,851 shares; 2025Q3: 104,127 shares; 2025Q4: 210,983 shares 210,983 $18.9M 1.61% +106,856 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: 40,715 shares; 2024Q4: not loaded; 2025Q1: 41,281 shares; 2025Q2: 41,967 shares; 2025Q3: 41,572 shares; 2025Q4: 85,183 shares 85,183 $17.6M 1.51% +43,611 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: 69,820 shares; 2024Q4: not loaded; 2025Q1: 67,723 shares; 2025Q2: 66,362 shares; 2025Q3: 65,435 shares; 2025Q4: 101,650 shares 101,650 $17.4M 1.49% +36,215 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,276 shares; 2024Q4: not loaded; 2025Q1: 51,233 shares; 2025Q2: 25,879 shares; 2025Q3: 25,379 shares; 2025Q4: 25,229 shares 25,229 $17M 1.45% -150 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,880 shares; 2024Q4: not loaded; 2025Q1: 32,678 shares; 2025Q2: 32,520 shares; 2025Q3: 32,144 shares; 2025Q4: 65,094 shares 65,094 $16.8M 1.44% +32,950 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,907 shares; 2024Q4: not loaded; 2025Q1: 28,755 shares; 2025Q2: 55,167 shares; 2025Q3: 58,889 shares; 2025Q4: 127,515 shares 127,515 $15.3M 1.31% +68,626 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: 8,947 shares; 2024Q4: not loaded; 2025Q1: 8,720 shares; 2025Q2: 8,738 shares; 2025Q3: 8,545 shares; 2025Q4: 16,716 shares 16,716 $14.7M 1.26% +8,171 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: 25,672 shares; 2024Q4: not loaded; 2025Q1: 25,576 shares; 2025Q2: 25,904 shares; 2025Q3: 26,245 shares; 2025Q4: 54,020 shares 54,020 $14.5M 1.24% +27,775 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: 47,450 shares; 2024Q4: not loaded; 2025Q1: 43,623 shares; 2025Q2: 41,552 shares; 2025Q3: 40,888 shares; 2025Q4: 45,892 shares 45,892 $14.4M 1.23% +5,004 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: 14,304 shares; 2024Q4: not loaded; 2025Q1: 13,452 shares; 2025Q2: 12,787 shares; 2025Q3: 12,475 shares; 2025Q4: 12,621 shares 12,621 $13.6M 1.16% +146 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: 47,049 shares; 2024Q4: not loaded; 2025Q1: 47,989 shares; 2025Q2: 48,524 shares; 2025Q3: 48,515 shares; 2025Q4: 97,812 shares 97,812 $13.5M 1.15% +49,297 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: 44,741 shares; 2024Q4: not loaded; 2025Q1: 42,838 shares; 2025Q2: 41,180 shares; 2025Q3: 40,648 shares; 2025Q4: 59,012 shares 59,012 $13.5M 1.15% +18,364 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: 11,981 shares; 2024Q4: not loaded; 2025Q1: 12,083 shares; 2025Q2: 12,250 shares; 2025Q3: 12,151 shares; 2025Q4: 25,880 shares 25,880 $12.5M 1.07% +13,729 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: 18,192 shares; 2024Q4: not loaded; 2025Q1: 17,770 shares; 2025Q2: 17,910 shares; 2025Q3: 17,632 shares; 2025Q4: 35,120 shares 35,120 $12.3M 1.05% +17,488 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: 59,327 shares; 2024Q4: not loaded; 2025Q1: 60,278 shares; 2025Q2: 62,418 shares; 2025Q3: 61,875 shares; 2025Q4: 123,866 shares 123,866 $11.9M 1.02% +61,991 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: 29,087 shares; 2024Q4: not loaded; 2025Q1: 28,890 shares; 2025Q2: 29,123 shares; 2025Q3: 28,863 shares; 2025Q4: 58,918 shares 58,918 $11.5M 0.98% +30,055 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,096 shares; 2024Q4: not loaded; 2025Q1: 15,255 shares; 2025Q2: 14,454 shares; 2025Q3: 14,116 shares; 2025Q4: 14,135 shares 14,135 $11.4M 0.98% +19 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,368 shares; 2024Q4: not loaded; 2025Q1: 40,314 shares; 2025Q2: 40,879 shares; 2025Q3: 40,561 shares; 2025Q4: 88,090 shares 88,090 $11M 0.94% +47,529 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: 19,793 shares; 2024Q4: not loaded; 2025Q1: 19,808 shares; 2025Q2: 19,994 shares; 2025Q3: 20,245 shares; 2025Q4: 40,832 shares 40,832 $10.7M 0.92% +20,587 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,120 shares; 2024Q4: not loaded; 2025Q1: 88,531 shares; 2025Q2: 91,634 shares; 2025Q3: 94,479 shares; 2025Q4: 199,188 shares 199,188 $10.1M 0.87% +104,709 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,556 shares; 2024Q4: not loaded; 2025Q1: 30,495 shares; 2025Q2: 31,152 shares; 2025Q3: 30,855 shares; 2025Q4: 63,676 shares 63,676 $9.13M 0.78% +32,821 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,816 shares; 2024Q4: not loaded; 2025Q1: 11,809 shares; 2025Q2: 11,676 shares; 2025Q3: 11,535 shares; 2025Q4: 23,158 shares 23,158 $9.01M 0.77% +11,623 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: 10,723 shares; 2024Q4: not loaded; 2025Q1: 10,084 shares; 2025Q2: 9,530 shares; 2025Q3: 9,334 shares; 2025Q4: 93,900 shares 93,900 $8.8M 0.75% +84,566 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,118 shares; 2024Q4: not loaded; 2025Q1: 49,131 shares; 2025Q2: 49,602 shares; 2025Q3: 49,774 shares; 2025Q4: 124,200 shares 124,200 $8.34M 0.71% +74,426 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 69,932 shares; 2025Q4: 159,505 shares 159,505 $8.07M 0.69% +89,573 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: 22,906 shares; 2024Q4: not loaded; 2025Q1: 42,677 shares; 2025Q2: 40,455 shares; 2025Q3: 39,669 shares; 2025Q4: 41,461 shares 41,461 $7.64M 0.65% +1,792 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,774 shares; 2024Q4: not loaded; 2025Q1: 37,048 shares; 2025Q2: 37,571 shares; 2025Q3: 37,045 shares; 2025Q4: 73,896 shares 73,896 $7.57M 0.65% +36,851 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 113,886 shares 113,886 $7.45M 0.64% new 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: 25,957 shares; 2024Q4: not loaded; 2025Q1: 25,961 shares; 2025Q2: 26,177 shares; 2025Q3: 26,029 shares; 2025Q4: 50,427 shares 50,427 $7.24M 0.62% +24,398 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 28,368 shares; 2025Q3: 27,802 shares; 2025Q4: 27,805 shares 27,805 $7.12M 0.61% +3 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,514 shares; 2024Q4: not loaded; 2025Q1: 12,867 shares; 2025Q2: 13,291 shares; 2025Q3: 13,150 shares; 2025Q4: 26,538 shares 26,538 $6.66M 0.57% +13,388 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 70,694 shares; 2025Q4: 65,091 shares 65,091 $6.5M 0.56% -5,603 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: not reported; 2024Q4: not loaded; 2025Q1: 33,651 shares; 2025Q2: 34,878 shares; 2025Q3: 37,168 shares; 2025Q4: 88,225 shares 88,225 $5.93M 0.51% +51,057 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: 22,429 shares; 2024Q4: not loaded; 2025Q1: 22,068 shares; 2025Q2: 21,462 shares; 2025Q3: 14,373 shares; 2025Q4: 17,872 shares 17,872 $5.9M 0.5% +3,499 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,139 shares; 2024Q4: not loaded; 2025Q1: 30,947 shares; 2025Q2: 30,630 shares; 2025Q3: 29,135 shares; 2025Q4: 55,900 shares 55,900 $5.53M 0.47% +26,765 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not loaded; 2025Q1: 32,948 shares; 2025Q2: 33,991 shares; 2025Q3: 36,188 shares; 2025Q4: 72,846 shares 72,846 $5.29M 0.45% +36,658 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 49,869 shares; 2025Q4: 66,200 shares 66,200 $5.28M 0.45% +16,331 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 25,017 shares; 2025Q3: 24,405 shares; 2025Q4: 18,692 shares 18,692 $5.21M 0.45% -5,713 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: 9,721 shares; 2024Q4: not loaded; 2025Q1: 9,213 shares; 2025Q2: 8,764 shares; 2025Q3: 8,572 shares; 2025Q4: 8,706 shares 8,706 $5.04M 0.43% +134 Timeline IDCC INTERDIGITAL INC More: the full row for INTERDIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,500 shares; 2024Q4: not loaded; 2025Q1: 8,000 shares; 2025Q2: 8,000 shares; 2025Q3: 8,000 shares; 2025Q4: 15,800 shares 15,800 $5.03M 0.43% +7,800 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: 10,004 shares; 2024Q4: not loaded; 2025Q1: 9,426 shares; 2025Q2: 8,948 shares; 2025Q3: 8,710 shares; 2025Q4: 8,791 shares 8,791 $5.02M 0.43% +81 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: 20,455 shares; 2024Q4: not loaded; 2025Q1: 20,148 shares; 2025Q2: 19,467 shares; 2025Q3: 19,031 shares; 2025Q4: 18,903 shares 18,903 $5.01M 0.43% -128 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,194 shares; 2024Q4: not loaded; 2025Q1: 19,067 shares; 2025Q2: 18,116 shares; 2025Q3: 11,612 shares; 2025Q4: 11,739 shares 11,739 $3.8M 0.33% +127 Timeline VCRM VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,367 shares; 2025Q4: 49,934 shares 49,934 $3.77M 0.32% +25,567 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 30,899 shares; 2025Q4: 43,048 shares 43,048 $3.61M 0.31% +12,149 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,050 shares; 2024Q4: not loaded; 2025Q1: 4,050 shares; 2025Q2: 4,050 shares; 2025Q3: 4,030 shares; 2025Q4: 10,060 shares 10,060 $3.39M 0.29% +6,030 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: 6,460 shares; 2024Q4: not loaded; 2025Q1: 2,941 shares; 2025Q2: 2,480 shares; 2025Q3: 2,437 shares; 2025Q4: 4,468 shares 4,468 $3.06M 0.26% +2,031 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,444 shares; 2024Q4: not loaded; 2025Q1: 55,444 shares; 2025Q2: 55,444 shares; 2025Q3: 54,858 shares; 2025Q4: 108,548 shares 108,548 $2.98M 0.25% +53,690 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 28,560 shares; 2025Q4: 58,920 shares 58,920 $2.98M 0.25% +30,360 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,651 shares; 2024Q4: not loaded; 2025Q1: 4,322 shares; 2025Q2: 4,044 shares; 2025Q3: 4,044 shares; 2025Q4: 5,632 shares 5,632 $2.87M 0.25% +1,588 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,086 shares; 2024Q4: not loaded; 2025Q1: 14,266 shares; 2025Q2: 15,255 shares; 2025Q3: 15,710 shares; 2025Q4: 32,398 shares 32,398 $2.76M 0.24% +16,688 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,634 shares; 2024Q4: not loaded; 2025Q1: 23,602 shares; 2025Q2: 22,406 shares; 2025Q3: 22,022 shares; 2025Q4: 22,069 shares 22,069 $2.71M 0.23% +47 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: 13,487 shares; 2024Q4: not loaded; 2025Q1: 11,961 shares; 2025Q2: 11,337 shares; 2025Q3: 11,337 shares; 2025Q4: 16,335 shares 16,335 $2.66M 0.23% +4,998 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,859 shares; 2024Q4: not loaded; 2025Q1: 28,780 shares; 2025Q2: 30,749 shares; 2025Q3: 30,482 shares; 2025Q4: 65,340 shares 65,340 $2.51M 0.21% +34,858 Timeline SCHO 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: not reported; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 82,378 shares; 2025Q4: 102,654 shares 102,654 $2.5M 0.21% +20,276 Timeline SUB 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 loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,092 shares; 2025Q4: 22,984 shares 22,984 $2.45M 0.21% +8,892 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: 10,456 shares; 2024Q4: not loaded; 2025Q1: 10,150 shares; 2025Q2: 10,150 shares; 2025Q3: 10,150 shares; 2025Q4: 20,300 shares 20,300 $2.24M 0.19% +10,150 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,500 shares 25,500 $2.22M 0.19% new Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,201 shares; 2024Q4: not loaded; 2025Q1: 26,201 shares; 2025Q2: 26,201 shares; 2025Q3: 26,201 shares; 2025Q4: 26,601 shares 26,601 $2.18M 0.19% +400 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: 5,753 shares; 2024Q4: not loaded; 2025Q1: 5,753 shares; 2025Q2: 5,753 shares; 2025Q3: 5,755 shares; 2025Q4: 14,138 shares 14,138 $2.15M 0.18% +8,383 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,873 shares; 2024Q4: not loaded; 2025Q1: 105,184 shares; 2025Q2: 40,645 shares; 2025Q3: 36,628 shares; 2025Q4: 72,216 shares 72,216 $2.06M 0.18% +35,588 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: not reported; 2024Q4: not loaded; 2025Q1: 428 shares; 2025Q2: 428 shares; 2025Q3: not reported; 2025Q4: 4,155 shares 4,155 $1.93M 0.17% new 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: 4,603 shares; 2024Q4: not loaded; 2025Q1: 2,770 shares; 2025Q2: 2,761 shares; 2025Q3: 2,998 shares; 2025Q4: 5,494 shares 5,494 $1.84M 0.16% +2,496 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: 4,588 shares; 2024Q4: not loaded; 2025Q1: 4,338 shares; 2025Q2: 4,288 shares; 2025Q3: 3,867 shares; 2025Q4: 8,134 shares 8,134 $1.79M 0.15% +4,267 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: 97,578 shares; 2024Q4: not loaded; 2025Q1: 19,337 shares; 2025Q2: 17,949 shares; 2025Q3: 15,664 shares; 2025Q4: 27,516 shares 27,516 $1.72M 0.15% +11,852 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,014 shares 3,014 $1.43M 0.12% new 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: 300 shares; 2024Q4: not loaded; 2025Q1: 280 shares; 2025Q2: 260 shares; 2025Q3: 260 shares; 2025Q4: 256 shares 256 $1.37M 0.12% -4 Timeline SCHM 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: 83,876 shares; 2024Q4: not loaded; 2025Q1: 227,193 shares; 2025Q2: 46,211 shares; 2025Q3: 39,648 shares; 2025Q4: 45,346 shares 45,346 $1.36M 0.12% +5,698 Timeline CWB 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 loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,590 shares; 2025Q4: 15,208 shares 15,208 $1.36M 0.12% +4,618 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,704 shares; 2024Q4: not loaded; 2025Q1: 4,368 shares; 2025Q2: 4,047 shares; 2025Q3: 4,047 shares; 2025Q4: 3,991 shares 3,991 $1.35M 0.12% -56 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,338 shares; 2025Q4: 25,858 shares 25,858 $1.28M 0.11% +11,520 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,590 shares; 2024Q4: not loaded; 2025Q1: 2,590 shares; 2025Q2: 2,590 shares; 2025Q3: 2,590 shares; 2025Q4: 5,180 shares 5,180 $1.28M 0.11% +2,590 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: 1,900 shares; 2024Q4: not loaded; 2025Q1: 1,900 shares; 2025Q2: 1,900 shares; 2025Q3: 1,900 shares; 2025Q4: 3,900 shares 3,900 $1.24M 0.11% +2,000 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 450 shares; 2024Q4: not loaded; 2025Q1: 450 shares; 2025Q2: 6,750 shares; 2025Q3: 6,750 shares; 2025Q4: 13,500 shares 13,500 $1.23M 0.11% +6,750 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: 11,012 shares; 2024Q4: not loaded; 2025Q1: 11,012 shares; 2025Q2: 11,012 shares; 2025Q3: 11,012 shares; 2025Q4: 22,024 shares 22,024 $1.21M 0.1% +11,012 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: 97,410 shares; 2024Q4: not loaded; 2025Q1: 66,851 shares; 2025Q2: 53,027 shares; 2025Q3: 50,383 shares; 2025Q4: 37,294 shares 37,294 $1.2M 0.1% -13,089 Timeline LFST LIFESTANCE HEALTH GROUP INC More: the full row for LIFESTANCE HEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,542 shares; 2024Q4: not loaded; 2025Q1: 84,542 shares; 2025Q2: 84,542 shares; 2025Q3: 84,542 shares; 2025Q4: 169,084 shares 169,084 $1.19M 0.1% +84,542 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: 6,306 shares; 2024Q4: not loaded; 2025Q1: 6,306 shares; 2025Q2: 6,306 shares; 2025Q3: 6,306 shares; 2025Q4: 6,306 shares 6,306 $1.14M 0.1% 0 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,364 shares; 2024Q4: not loaded; 2025Q1: 39,061 shares; 2025Q2: 30,253 shares; 2025Q3: 21,769 shares; 2025Q4: 43,537 shares 43,537 $1.14M 0.1% +21,768 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: not reported; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,847 shares 1,847 $1.06M 0.09% new 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: 5,470 shares; 2024Q4: not loaded; 2025Q1: 5,100 shares; 2025Q2: 4,746 shares; 2025Q3: 4,695 shares; 2025Q4: 4,945 shares 4,945 $1.03M 0.09% +250 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,047 shares; 2024Q4: not loaded; 2025Q1: 7,499 shares; 2025Q2: 6,944 shares; 2025Q3: 6,944 shares; 2025Q4: 6,802 shares 6,802 $980K 0.08% -142 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: 1,865 shares; 2024Q4: not loaded; 2025Q1: 1,508 shares; 2025Q2: 1,510 shares; 2025Q3: 1,362 shares; 2025Q4: 2,727 shares 2,727 $956K 0.08% +1,365 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: 1,877 shares; 2024Q4: not loaded; 2025Q1: 1,741 shares; 2025Q2: 1,673 shares; 2025Q3: 1,673 shares; 2025Q4: 1,659 shares 1,659 $946K 0.08% -14 Timeline SPTI 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 loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 32,547 shares 32,547 $939K 0.08% new 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: 1,070 shares; 2024Q4: not loaded; 2025Q1: 1,060 shares; 2025Q2: 1,074 shares; 2025Q3: 1,040 shares; 2025Q4: 1,840 shares 1,840 $925K 0.08% +800 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: 2,550 shares; 2024Q4: not loaded; 2025Q1: 2,400 shares; 2025Q2: 2,400 shares; 2025Q3: 2,400 shares; 2025Q4: 6,800 shares 6,800 $902K 0.08% +4,400 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,189 shares; 2025Q4: 7,548 shares 7,548 $901K 0.08% +359 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,250 shares; 2024Q4: not loaded; 2025Q1: 3,958 shares; 2025Q2: 3,684 shares; 2025Q3: 3,684 shares; 2025Q4: 3,723 shares 3,723 $898K 0.08% +39 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,349 shares; 2024Q4: not loaded; 2025Q1: 1,257 shares; 2025Q2: 1,162 shares; 2025Q3: 1,162 shares; 2025Q4: 1,148 shares 1,148 $880K 0.08% -14 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: 2,655 shares; 2024Q4: not loaded; 2025Q1: 2,489 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,114 shares 8,114 $854K 0.07% new 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: 1,150 shares; 2024Q4: not loaded; 2025Q1: 1,120 shares; 2025Q2: 1,120 shares; 2025Q3: 1,120 shares; 2025Q4: 4,094 shares 4,094 $852K 0.07% +2,974 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: 2,819 shares; 2024Q4: not loaded; 2025Q1: 2,627 shares; 2025Q2: 2,441 shares; 2025Q3: 2,441 shares; 2025Q4: 2,417 shares 2,417 $847K 0.07% -24 Timeline ANGL 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 loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 26,505 shares; 2025Q4: 27,734 shares 27,734 $814K 0.07% +1,229 Timeline IBTJ 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 loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,400 shares; 2025Q4: 36,800 shares 36,800 $808K 0.07% +18,400 Timeline IBTI 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 loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,000 shares; 2025Q4: 36,000 shares 36,000 $805K 0.07% +18,000 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,876 shares; 2024Q4: not loaded; 2025Q1: 23,156 shares; 2025Q2: 21,635 shares; 2025Q3: 21,635 shares; 2025Q4: 21,503 shares 21,503 $788K 0.07% -132 Timeline HYGH ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,944 shares; 2025Q4: 9,062 shares 9,062 $781K 0.07% +1,118 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,492 shares; 2024Q4: not loaded; 2025Q1: 1,992 shares; 2025Q2: 1,993 shares; 2025Q3: 1,973 shares; 2025Q4: 4,159 shares 4,159 $743K 0.06% +2,186 Timeline GHYB GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,712 shares; 2025Q4: 16,337 shares 16,337 $740K 0.06% +625 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: 5,759 shares; 2024Q4: not loaded; 2025Q1: 5,289 shares; 2025Q2: 1,368 shares; 2025Q3: 1,335 shares; 2025Q4: 2,446 shares 2,446 $739K 0.06% +1,111 Timeline IBTH 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 loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,400 shares; 2025Q4: 32,800 shares 32,800 $737K 0.06% +16,400 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,349 shares; 2024Q4: not loaded; 2025Q1: 18,753 shares; 2025Q2: 19,572 shares; 2025Q3: 20,708 shares; 2025Q4: 44,470 shares 44,470 $733K 0.06% +23,762 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: 2,257 shares; 2024Q4: not loaded; 2025Q1: 2,257 shares; 2025Q2: 2,257 shares; 2025Q3: 2,257 shares; 2025Q4: 2,257 shares 2,257 $729K 0.06% 0 Timeline JNK 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 loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,115 shares; 2025Q4: 7,418 shares 7,418 $721K 0.06% +303 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: 2,400 shares; 2024Q4: not loaded; 2025Q1: 2,400 shares; 2025Q2: 2,400 shares; 2025Q3: 2,400 shares; 2025Q4: 4,800 shares 4,800 $714K 0.06% +2,400 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,010 shares; 2024Q4: not loaded; 2025Q1: 6,556 shares; 2025Q2: 6,078 shares; 2025Q3: 6,078 shares; 2025Q4: 6,286 shares 6,286 $673K 0.06% +208 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,157 shares; 2024Q4: not loaded; 2025Q1: 7,603 shares; 2025Q2: 3,695 shares; 2025Q3: 3,695 shares; 2025Q4: 3,675 shares 3,675 $668K 0.06% -20 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 loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,500 shares; 2025Q4: 7,600 shares 7,600 $665K 0.06% +4,100 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: 48,390 shares; 2024Q4: not loaded; 2025Q1: 42,616 shares; 2025Q2: 5,671 shares; 2025Q3: 5,114 shares; 2025Q4: 10,228 shares 10,228 $652K 0.06% +5,114 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,333 shares; 2024Q4: not loaded; 2025Q1: 2,714 shares; 2025Q2: 2,500 shares; 2025Q3: 2,427 shares; 2025Q4: 2,508 shares 2,508 $651K 0.06% +81 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,675 shares; 2024Q4: not loaded; 2025Q1: 2,115 shares; 2025Q2: 1,803 shares; 2025Q3: 1,803 shares; 2025Q4: 3,188 shares 3,188 $637K 0.05% +1,385 Timeline LMBS 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 loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,589 shares; 2025Q4: 12,697 shares 12,697 $635K 0.05% +108 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: not reported; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,312 shares; 2025Q4: 6,648 shares 6,648 $633K 0.05% +336 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,540 shares; 2024Q4: not loaded; 2025Q1: 15,527 shares; 2025Q2: 8,375 shares; 2025Q3: 8,375 shares; 2025Q4: 13,458 shares 13,458 $633K 0.05% +5,083 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,471 shares; 2024Q4: not loaded; 2025Q1: 10,735 shares; 2025Q2: 9,782 shares; 2025Q3: 9,782 shares; 2025Q4: 9,664 shares 9,664 $604K 0.05% -118 Timeline IBTL 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 loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,700 shares; 2025Q4: 29,400 shares 29,400 $603K 0.05% +14,700 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: not reported; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,416 shares 6,416 $601K 0.05% new Timeline IBTK 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 loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,000 shares; 2025Q4: 30,000 shares 30,000 $595K 0.05% +15,000 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: not reported; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,601 shares 4,601 $554K 0.05% new Timeline VNLA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,831 shares; 2025Q4: 11,096 shares 11,096 $545K 0.05% +265 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 loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,000 shares; 2025Q4: 4,000 shares 4,000 $541K 0.05% +2,000 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 319 shares; 2024Q4: not loaded; 2025Q1: 314 shares; 2025Q2: 314 shares; 2025Q3: 313 shares; 2025Q4: 626 shares 626 $540K 0.05% +313 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,582 shares; 2025Q4: 10,464 shares 10,464 $533K 0.05% +5,882 Timeline SHBI SHORE BANCSHARES INC More: the full row for SHORE BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 28,050 shares 28,050 $496K 0.04% new Timeline TIP 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 loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,120 shares; 2025Q4: 4,291 shares 4,291 $472K 0.04% +171 Timeline EES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,017 shares; 2024Q4: not loaded; 2025Q1: 43,272 shares; 2025Q2: 6,591 shares; 2025Q3: 4,449 shares; 2025Q4: 8,058 shares 8,058 $459K 0.04% +3,609 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: 888 shares; 2024Q4: not loaded; 2025Q1: 801 shares; 2025Q2: 801 shares; 2025Q3: not reported; 2025Q4: 1,400 shares 1,400 $458K 0.04% new 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: 695 shares; 2024Q4: not loaded; 2025Q1: 695 shares; 2025Q2: 695 shares; 2025Q3: 644 shares; 2025Q4: 1,288 shares 1,288 $443K 0.04% +644 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,678 shares; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,408 shares 4,408 $431K 0.04% new Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,324 shares 5,324 $410K 0.04% new 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: not reported; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,160 shares 2,160 $383K 0.03% new Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,700 shares; 2024Q4: not loaded; 2025Q1: 1,700 shares; 2025Q2: 1,700 shares; 2025Q3: 1,700 shares; 2025Q4: 3,400 shares 3,400 $381K 0.03% +1,700 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: 20,891 shares; 2024Q4: not loaded; 2025Q1: 4,599 shares; 2025Q2: 3,944 shares; 2025Q3: 3,944 shares; 2025Q4: 6,874 shares 6,874 $376K 0.03% +2,930 Timeline XCEM COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,807 shares; 2024Q4: not loaded; 2025Q1: 7,233 shares; 2025Q2: 6,845 shares; 2025Q3: 6,022 shares; 2025Q4: 9,145 shares 9,145 $351K 0.03% +3,123 Timeline FDM 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: 48,552 shares; 2024Q4: not loaded; 2025Q1: 20,885 shares; 2025Q2: 2,866 shares; 2025Q3: 2,830 shares; 2025Q4: 4,286 shares 4,286 $341K 0.03% +1,456 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,564 shares 13,564 $338K 0.03% new Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,200 shares 2,200 $331K 0.03% new Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,854 shares 8,854 $321K 0.03% new Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,000 shares 2,000 $321K 0.03% new Timeline TPLC TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,036 shares 7,036 $320K 0.03% new 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: not reported; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,095 shares 1,095 $316K 0.03% new 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: not reported; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 799 shares; 2025Q4: 1,598 shares 1,598 $311K 0.03% +799 Timeline BNS BANK NOVA SCOTIA B C More: the full row for BANK NOVA SCOTIA B C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,000 shares 4,000 $295K 0.03% new Timeline SLRC SLR INVESTMENT CORP More: the full row for SLR INVESTMENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,000 shares 18,000 $278K 0.02% new Timeline MICC MAGNUM ICE CREAM CO NV More: the full row for MAGNUM ICE CREAM CO NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,152 shares 17,152 $272K 0.02% new 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: not reported; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 404 shares 404 $267K 0.02% new Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,628 shares 3,628 $267K 0.02% new 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 loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 750 shares 750 $265K 0.02% new Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,253 shares 2,253 $263K 0.02% new Timeline IYLD 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 loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,000 shares 12,000 $257K 0.02% new Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,938 shares; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,590 shares 1,590 $249K 0.02% new 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: not reported; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 516 shares 516 $232K 0.02% new Timeline SPMD 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 loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,990 shares 3,990 $231K 0.02% new 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: not reported; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,450 shares 2,450 $228K 0.02% new Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,900 shares 5,900 $226K 0.02% new Timeline SCHE 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: 12,658 shares; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,848 shares 6,848 $224K 0.02% new 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: 5,167 shares; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,800 shares 1,800 $215K 0.02% new 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: not reported; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 592 shares 592 $205K 0.02% new Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,000 shares 3,000 $204K 0.02% new Timeline TU TELUS CORPORATION More: the full row for TELUS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,400 shares 14,400 $190K 0.02% new Timeline OMEX ODYSSEY MARINE EXPL INC More: the full row for ODYSSEY MARINE EXPL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not loaded; 2025Q1: 15,400 shares; 2025Q2: 13,022 shares; 2025Q3: 12,000 shares; 2025Q4: 36,010 shares 36,010 $70.6K 0.01% +24,010 Timeline REAX THE REAL BROKERAGE INC More: the full row for THE REAL BROKERAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,000 shares 14,000 $51.1K <0.01% new Timeline