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: 194,846 shares; 2024Q4: 216,415 shares; 2025Q1: 274,143 shares; 2025Q2: 270,292 shares; 2025Q3: 256,692 shares; 2025Q4: 257,587 shares 257,587 $125M 5.57% +895 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: 293,839 shares; 2024Q4: 340,745 shares; 2025Q1: 507,677 shares; 2025Q2: 499,316 shares; 2025Q3: 446,214 shares; 2025Q4: 451,450 shares 451,450 $123M 5.49% +5,236 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: 241,219 shares; 2024Q4: 234,824 shares; 2025Q1: 236,213 shares; 2025Q2: 239,591 shares; 2025Q3: 232,699 shares; 2025Q4: 222,645 shares 222,645 $77.1M 3.45% -10,054 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: 111,820 shares; 2024Q4: 111,578 shares; 2025Q1: 123,035 shares; 2025Q2: 130,565 shares; 2025Q3: 128,355 shares; 2025Q4: 129,589 shares 129,589 $65.1M 2.91% +1,234 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,932,095 shares; 2024Q4: 1,874,040 shares; 2025Q1: 1,885,075 shares; 2025Q2: 1,871,490 shares; 2025Q3: 1,836,334 shares; 2025Q4: 1,792,640 shares 1,792,640 $59.2M 2.65% -43,694 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: 80,117 shares; 2024Q4: 120,455 shares; 2025Q1: 179,994 shares; 2025Q2: 175,146 shares; 2025Q3: 163,537 shares; 2025Q4: 161,455 shares 161,455 $56.6M 2.53% -2,082 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: 152,473 shares; 2024Q4: 154,062 shares; 2025Q1: 161,988 shares; 2025Q2: 167,543 shares; 2025Q3: 164,386 shares; 2025Q4: 165,479 shares 165,479 $53.3M 2.39% +1,093 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: 131,361 shares; 2024Q4: 139,575 shares; 2025Q1: 164,028 shares; 2025Q2: 162,731 shares; 2025Q3: 157,099 shares; 2025Q4: 155,999 shares 155,999 $49M 2.19% -1,100 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: 46,947 shares; 2024Q4: 61,331 shares; 2025Q1: 61,679 shares; 2025Q2: 63,134 shares; 2025Q3: 66,523 shares; 2025Q4: 71,436 shares 71,436 $48.9M 2.19% +4,913 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: 167,648 shares; 2024Q4: 169,217 shares; 2025Q1: 188,179 shares; 2025Q2: 199,958 shares; 2025Q3: 194,655 shares; 2025Q4: 197,598 shares 197,598 $45.6M 2.04% +2,943 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: 60,258 shares; 2024Q4: 66,243 shares; 2025Q1: 79,849 shares; 2025Q2: 79,227 shares; 2025Q3: 79,202 shares; 2025Q4: 79,476 shares 79,476 $45.4M 2.03% +274 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: 163,282 shares; 2024Q4: 164,659 shares; 2025Q1: 173,328 shares; 2025Q2: 182,048 shares; 2025Q3: 176,211 shares; 2025Q4: 172,936 shares 172,936 $33.7M 1.51% -3,275 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 239,346 shares; 2024Q4: 238,850 shares; 2025Q1: 372,832 shares; 2025Q2: 395,358 shares; 2025Q3: 422,030 shares; 2025Q4: 402,186 shares 402,186 $33.3M 1.49% -19,844 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: 30,761 shares; 2024Q4: 30,937 shares; 2025Q1: 32,753 shares; 2025Q2: 34,580 shares; 2025Q3: 35,149 shares; 2025Q4: 35,834 shares 35,834 $31.5M 1.41% +685 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: 194,491 shares; 2024Q4: 192,965 shares; 2025Q1: 194,451 shares; 2025Q2: 198,116 shares; 2025Q3: 197,793 shares; 2025Q4: 198,382 shares 198,382 $30.5M 1.36% +589 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,184,226 shares; 2025Q2: 908,286 shares; 2025Q3: 433,842 shares; 2025Q4: 389,912 shares 389,912 $28.9M 1.29% -43,930 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: 262,441 shares; 2024Q4: 260,503 shares; 2025Q1: 251,292 shares; 2025Q2: 257,563 shares; 2025Q3: 253,074 shares; 2025Q4: 255,878 shares 255,878 $28.5M 1.28% +2,804 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: 37,280 shares; 2024Q4: 39,315 shares; 2025Q1: 40,891 shares; 2025Q2: 42,603 shares; 2025Q3: 44,073 shares; 2025Q4: 45,350 shares 45,350 $25.7M 1.15% +1,277 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: 63,001 shares; 2024Q4: 64,427 shares; 2025Q1: 103,566 shares; 2025Q2: 101,971 shares; 2025Q3: 100,926 shares; 2025Q4: 111,444 shares 111,444 $24.5M 1.1% +10,518 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: 100,890 shares; 2024Q4: 100,096 shares; 2025Q1: 100,952 shares; 2025Q2: 104,974 shares; 2025Q3: 100,652 shares; 2025Q4: 98,506 shares 98,506 $22.5M 1.01% -2,146 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: 24,857 shares; 2024Q4: 24,744 shares; 2025Q1: 25,937 shares; 2025Q2: 26,684 shares; 2025Q3: 25,741 shares; 2025Q4: 25,890 shares 25,890 $22.3M 1% +149 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: 212,686 shares; 2024Q4: 215,835 shares; 2025Q1: 243,155 shares; 2025Q2: 261,465 shares; 2025Q3: 269,364 shares; 2025Q4: 276,720 shares 276,720 $22.2M 0.99% +7,356 Timeline RMOP TIDAL TRUST III More: the full row for TIDAL TRUST III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,750 shares; 2024Q4: 7,750 shares; 2025Q1: 7,750 shares; 2025Q2: 7,750 shares; 2025Q3: 350,871 shares; 2025Q4: 864,500 shares 864,500 $21.6M 0.97% +513,629 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: 46,684 shares; 2024Q4: 46,175 shares; 2025Q1: 47,831 shares; 2025Q2: 50,170 shares; 2025Q3: 51,898 shares; 2025Q4: 53,815 shares 53,815 $20.9M 0.94% +1,917 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: 56,958 shares; 2024Q4: 56,547 shares; 2025Q1: 57,932 shares; 2025Q2: 58,785 shares; 2025Q3: 59,509 shares; 2025Q4: 59,683 shares 59,683 $20.5M 0.92% +174 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: 65,411 shares; 2024Q4: 66,109 shares; 2025Q1: 75,755 shares; 2025Q2: 69,056 shares; 2025Q3: 64,252 shares; 2025Q4: 63,114 shares 63,114 $19.8M 0.88% -1,138 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 reported; 2025Q1: 960,209 shares; 2025Q2: 803,656 shares; 2025Q3: 408,151 shares; 2025Q4: 402,337 shares 402,337 $19.1M 0.85% -5,814 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: 528 shares; 2024Q4: 40,652 shares; 2025Q1: 120,041 shares; 2025Q2: 117,094 shares; 2025Q3: 116,847 shares; 2025Q4: 115,983 shares 115,983 $18.9M 0.84% -864 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: 339,304 shares; 2024Q4: 332,198 shares; 2025Q1: 255,132 shares; 2025Q2: 266,716 shares; 2025Q3: 268,188 shares; 2025Q4: 268,758 shares 268,758 $18.8M 0.84% +570 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: 57,370 shares; 2024Q4: 57,844 shares; 2025Q1: 60,495 shares; 2025Q2: 62,294 shares; 2025Q3: 62,270 shares; 2025Q4: 63,401 shares 63,401 $18.6M 0.83% +1,131 Timeline DFAI 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: 1,545,488 shares; 2025Q2: 1,133,451 shares; 2025Q3: 506,671 shares; 2025Q4: 475,153 shares 475,153 $18.1M 0.81% -31,518 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: 54,173 shares; 2024Q4: 54,891 shares; 2025Q1: 56,086 shares; 2025Q2: 57,399 shares; 2025Q3: 56,761 shares; 2025Q4: 57,928 shares 57,928 $18.1M 0.81% +1,167 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: 2,976 shares; 2024Q4: 41,376 shares; 2025Q1: 126,867 shares; 2025Q2: 122,525 shares; 2025Q3: 117,676 shares; 2025Q4: 117,052 shares 117,052 $18M 0.81% -624 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 142,902 shares; 2024Q4: 694,261 shares; 2025Q1: 679,607 shares; 2025Q2: 693,422 shares; 2025Q3: 700,945 shares; 2025Q4: 703,610 shares 703,610 $18M 0.81% +2,665 Timeline UITB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 771,747 shares; 2025Q2: 688,649 shares; 2025Q3: 359,375 shares; 2025Q4: 376,951 shares 376,951 $17.9M 0.8% +17,576 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: 260,418 shares; 2024Q4: 241,903 shares; 2025Q1: 242,204 shares; 2025Q2: 238,994 shares; 2025Q3: 235,529 shares; 2025Q4: 239,394 shares 239,394 $17.6M 0.79% +3,865 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,617 shares; 2024Q4: 46,444 shares; 2025Q1: 56,052 shares; 2025Q2: 56,008 shares; 2025Q3: 53,800 shares; 2025Q4: 49,937 shares 49,937 $17.5M 0.78% -3,863 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: 26,996 shares; 2024Q4: 26,686 shares; 2025Q1: 26,646 shares; 2025Q2: 26,747 shares; 2025Q3: 24,755 shares; 2025Q4: 25,298 shares 25,298 $17.3M 0.77% +543 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: 74,353 shares; 2024Q4: 72,745 shares; 2025Q1: 77,642 shares; 2025Q2: 78,093 shares; 2025Q3: 74,996 shares; 2025Q4: 74,621 shares 74,621 $17.1M 0.76% -375 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: 93,610 shares; 2025Q3: 95,122 shares; 2025Q4: 378,499 shares 378,499 $16.5M 0.74% +283,377 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: 20,043 shares; 2024Q4: 20,079 shares; 2025Q1: 20,342 shares; 2025Q2: 21,094 shares; 2025Q3: 21,422 shares; 2025Q4: 104,995 shares 104,995 $16.1M 0.72% +83,573 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 157,733 shares; 2024Q4: 160,710 shares; 2025Q1: 161,817 shares; 2025Q2: 167,327 shares; 2025Q3: 168,997 shares; 2025Q4: 168,336 shares 168,336 $16.1M 0.72% -661 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: 96,180 shares; 2024Q4: 94,279 shares; 2025Q1: 97,350 shares; 2025Q2: 98,374 shares; 2025Q3: 99,519 shares; 2025Q4: 102,110 shares 102,110 $15.6M 0.7% +2,591 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: 35,511 shares; 2024Q4: 35,706 shares; 2025Q1: 36,715 shares; 2025Q2: 38,198 shares; 2025Q3: 38,217 shares; 2025Q4: 34,372 shares 34,372 $15.3M 0.68% -3,845 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: 19,737 shares; 2024Q4: 19,737 shares; 2025Q1: 25,357 shares; 2025Q2: 28,619 shares; 2025Q3: 30,104 shares; 2025Q4: 30,663 shares 30,663 $15M 0.67% +559 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 reported; 2025Q1: 5,452 shares; 2025Q2: 2,465 shares; 2025Q3: 4,451 shares; 2025Q4: 286,731 shares 286,731 $14.6M 0.65% +282,280 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: 48,201 shares; 2024Q4: 64,895 shares; 2025Q1: 177,503 shares; 2025Q2: 145,531 shares; 2025Q3: 119,735 shares; 2025Q4: 118,985 shares 118,985 $14.3M 0.64% -750 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,549 shares; 2024Q4: 85,476 shares; 2025Q1: 113,045 shares; 2025Q2: 183,816 shares; 2025Q3: 194,639 shares; 2025Q4: 180,586 shares 180,586 $14.2M 0.64% -14,053 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: 236,143 shares; 2024Q4: 231,787 shares; 2025Q1: 232,958 shares; 2025Q2: 244,292 shares; 2025Q3: 251,883 shares; 2025Q4: 255,139 shares 255,139 $14M 0.63% +3,256 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: 14,269 shares; 2024Q4: 15,554 shares; 2025Q1: 17,682 shares; 2025Q2: 17,949 shares; 2025Q3: 17,208 shares; 2025Q4: 20,556 shares 20,556 $13.6M 0.61% +3,348 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,061 shares; 2024Q4: 25,611 shares; 2025Q1: 67,312 shares; 2025Q2: 95,913 shares; 2025Q3: 170,597 shares; 2025Q4: 191,846 shares 191,846 $13.3M 0.6% +21,249 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,566 shares; 2024Q4: 66,417 shares; 2025Q1: 71,344 shares; 2025Q2: 76,724 shares; 2025Q3: 77,900 shares; 2025Q4: 79,988 shares 79,988 $13M 0.58% +2,088 Timeline SGOV 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: 1,550 shares; 2024Q4: 191,667 shares; 2025Q1: 230,390 shares; 2025Q2: 224,714 shares; 2025Q3: 208,701 shares; 2025Q4: 126,171 shares 126,171 $12.7M 0.57% -82,530 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: 18,025 shares; 2024Q4: 18,025 shares; 2025Q1: 152,893 shares; 2025Q2: 123,819 shares; 2025Q3: 68,528 shares; 2025Q4: 65,924 shares 65,924 $12.6M 0.56% -2,604 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: 50,751 shares; 2024Q4: 50,660 shares; 2025Q1: 51,649 shares; 2025Q2: 53,149 shares; 2025Q3: 53,994 shares; 2025Q4: 53,340 shares 53,340 $12.3M 0.55% -654 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: 11,133 shares; 2024Q4: 10,430 shares; 2025Q1: 11,321 shares; 2025Q2: 12,486 shares; 2025Q3: 11,534 shares; 2025Q4: 11,327 shares 11,327 $12.2M 0.54% -207 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: 40,481 shares; 2024Q4: 38,579 shares; 2025Q1: 37,140 shares; 2025Q2: 37,359 shares; 2025Q3: 35,739 shares; 2025Q4: 34,480 shares 34,480 $12.1M 0.54% -1,259 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 468,571 shares; 2025Q2: 375,908 shares; 2025Q3: 198,944 shares; 2025Q4: 158,929 shares 158,929 $11.9M 0.53% -40,015 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,568 shares; 2024Q4: 27,738 shares; 2025Q1: 34,602 shares; 2025Q2: 43,978 shares; 2025Q3: 50,174 shares; 2025Q4: 51,339 shares 51,339 $11.5M 0.52% +1,165 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: 26,789 shares; 2024Q4: 26,452 shares; 2025Q1: 29,091 shares; 2025Q2: 33,614 shares; 2025Q3: 36,304 shares; 2025Q4: 36,062 shares 36,062 $10.7M 0.48% -242 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: 78,995 shares; 2024Q4: 77,668 shares; 2025Q1: 79,379 shares; 2025Q2: 78,273 shares; 2025Q3: 76,767 shares; 2025Q4: 74,353 shares 74,353 $10.7M 0.48% -2,414 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: 1,891 shares; 2024Q4: 9,191 shares; 2025Q1: 25,094 shares; 2025Q2: 29,422 shares; 2025Q3: 36,266 shares; 2025Q4: 36,659 shares 36,659 $10.5M 0.47% +393 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: 120,462 shares; 2024Q4: 110,935 shares; 2025Q1: 117,313 shares; 2025Q2: 115,341 shares; 2025Q3: 128,935 shares; 2025Q4: 129,136 shares 129,136 $10.3M 0.46% +201 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,013 shares; 2024Q4: 10,003 shares; 2025Q1: 79,155 shares; 2025Q2: 61,932 shares; 2025Q3: 35,959 shares; 2025Q4: 39,752 shares 39,752 $10.3M 0.46% +3,793 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 37,092 shares; 2025Q2: 98,108 shares; 2025Q3: 115,326 shares; 2025Q4: 126,305 shares 126,305 $9.9M 0.44% +10,979 Timeline HELO 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: 13,004 shares; 2024Q4: 16,229 shares; 2025Q1: 245,654 shares; 2025Q2: 223,759 shares; 2025Q3: 155,430 shares; 2025Q4: 146,176 shares 146,176 $9.71M 0.43% -9,254 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,804 shares; 2024Q4: 22,025 shares; 2025Q1: 23,503 shares; 2025Q2: 24,435 shares; 2025Q3: 26,001 shares; 2025Q4: 27,599 shares 27,599 $9.51M 0.43% +1,598 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: 36,296 shares; 2024Q4: 36,682 shares; 2025Q1: 50,830 shares; 2025Q2: 51,233 shares; 2025Q3: 39,608 shares; 2025Q4: 33,393 shares 33,393 $8.96M 0.4% -6,215 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: 67,413 shares; 2024Q4: 66,142 shares; 2025Q1: 80,970 shares; 2025Q2: 79,146 shares; 2025Q3: 76,703 shares; 2025Q4: 74,406 shares 74,406 $8.95M 0.4% -2,297 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: 69,122 shares; 2024Q4: 56,157 shares; 2025Q1: 45,658 shares; 2025Q2: 44,324 shares; 2025Q3: 41,003 shares; 2025Q4: 39,430 shares 39,430 $8.16M 0.37% -1,573 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: 24,334 shares; 2024Q4: 23,738 shares; 2025Q1: 24,257 shares; 2025Q2: 25,177 shares; 2025Q3: 24,310 shares; 2025Q4: 24,523 shares 24,523 $8.03M 0.36% +213 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 75,301 shares; 2025Q2: 61,304 shares; 2025Q3: 32,776 shares; 2025Q4: 23,824 shares 23,824 $7.36M 0.33% -8,952 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: 51,618 shares; 2024Q4: 50,295 shares; 2025Q1: 53,936 shares; 2025Q2: 55,407 shares; 2025Q3: 53,834 shares; 2025Q4: 55,001 shares 55,001 $6.89M 0.31% +1,167 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: 17,509 shares; 2024Q4: 18,072 shares; 2025Q1: 19,133 shares; 2025Q2: 19,615 shares; 2025Q3: 19,613 shares; 2025Q4: 19,517 shares 19,517 $6.86M 0.31% -96 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,725 shares; 2024Q4: 25,970 shares; 2025Q1: 30,700 shares; 2025Q2: 34,962 shares; 2025Q3: 36,069 shares; 2025Q4: 35,158 shares 35,158 $6.83M 0.31% -911 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: 48,455 shares; 2024Q4: 48,227 shares; 2025Q1: 49,102 shares; 2025Q2: 51,537 shares; 2025Q3: 51,365 shares; 2025Q4: 49,816 shares 49,816 $6.61M 0.3% -1,549 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: 99,076 shares; 2024Q4: 83,388 shares; 2025Q1: 208,056 shares; 2025Q2: 166,707 shares; 2025Q3: 112,145 shares; 2025Q4: 104,166 shares 104,166 $6.51M 0.29% -7,979 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: 10,835 shares; 2024Q4: 10,954 shares; 2025Q1: 127,303 shares; 2025Q2: 113,999 shares; 2025Q3: 64,060 shares; 2025Q4: 72,484 shares 72,484 $6.48M 0.29% +8,424 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: 24,369 shares; 2024Q4: 24,415 shares; 2025Q1: 47,184 shares; 2025Q2: 46,788 shares; 2025Q3: 33,898 shares; 2025Q4: 33,573 shares 33,573 $6.26M 0.28% -325 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: 86,445 shares; 2024Q4: 81,681 shares; 2025Q1: 83,990 shares; 2025Q2: 84,557 shares; 2025Q3: 83,873 shares; 2025Q4: 84,933 shares 84,933 $6.24M 0.28% +1,060 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,941 shares; 2024Q4: 6,931 shares; 2025Q1: 23,531 shares; 2025Q2: 22,015 shares; 2025Q3: 23,915 shares; 2025Q4: 62,333 shares 62,333 $6.23M 0.28% +38,418 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,983 shares; 2024Q4: 7,985 shares; 2025Q1: 8,640 shares; 2025Q2: 9,180 shares; 2025Q3: 9,432 shares; 2025Q4: 9,725 shares 9,725 $5.88M 0.26% +293 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: 173,318 shares; 2024Q4: 164,482 shares; 2025Q1: 143,858 shares; 2025Q2: 134,758 shares; 2025Q3: 124,235 shares; 2025Q4: 109,145 shares 109,145 $5.88M 0.26% -15,090 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: 64,747 shares; 2024Q4: 62,759 shares; 2025Q1: 63,326 shares; 2025Q2: 63,350 shares; 2025Q3: 61,445 shares; 2025Q4: 63,722 shares 63,722 $5.86M 0.26% +2,277 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: 25,354 shares; 2024Q4: 21,435 shares; 2025Q1: 22,167 shares; 2025Q2: 24,576 shares; 2025Q3: 23,724 shares; 2025Q4: 24,174 shares 24,174 $5.83M 0.26% +450 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: 101,186 shares; 2024Q4: 91,730 shares; 2025Q1: 89,374 shares; 2025Q2: 88,089 shares; 2025Q3: 78,652 shares; 2025Q4: 74,651 shares 74,651 $5.75M 0.26% -4,001 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: 18,053 shares; 2024Q4: 18,354 shares; 2025Q1: 29,911 shares; 2025Q2: 32,942 shares; 2025Q3: 31,502 shares; 2025Q4: 31,877 shares 31,877 $5.66M 0.25% +375 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,597 shares; 2024Q4: 25,594 shares; 2025Q1: 25,999 shares; 2025Q2: 26,584 shares; 2025Q3: 26,999 shares; 2025Q4: 26,690 shares 26,690 $5.66M 0.25% -309 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: 14,287 shares; 2024Q4: 13,708 shares; 2025Q1: 14,390 shares; 2025Q2: 14,940 shares; 2025Q3: 15,275 shares; 2025Q4: 15,283 shares 15,283 $5.65M 0.25% +8 Timeline H HYATT HOTELS CORP More: the full row for HYATT HOTELS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,092 shares; 2024Q4: 27,491 shares; 2025Q1: 28,843 shares; 2025Q2: 32,990 shares; 2025Q3: 33,171 shares; 2025Q4: 34,941 shares 34,941 $5.6M 0.25% +1,770 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: 46,825 shares; 2024Q4: 46,036 shares; 2025Q1: 48,420 shares; 2025Q2: 49,369 shares; 2025Q3: 48,047 shares; 2025Q4: 48,583 shares 48,583 $5.53M 0.25% +536 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: 47,477 shares; 2024Q4: 46,648 shares; 2025Q1: 48,276 shares; 2025Q2: 47,276 shares; 2025Q3: 46,253 shares; 2025Q4: 45,560 shares 45,560 $5.34M 0.24% -693 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: 38 shares; 2024Q4: 38 shares; 2025Q1: 21,895 shares; 2025Q2: 18,982 shares; 2025Q3: 10,359 shares; 2025Q4: 8,485 shares 8,485 $5.32M 0.24% -1,874 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,370 shares; 2024Q4: 14,260 shares; 2025Q1: 13,484 shares; 2025Q2: 13,755 shares; 2025Q3: 13,714 shares; 2025Q4: 13,701 shares 13,701 $5.25M 0.23% -13 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: 2,209 shares; 2024Q4: 2,209 shares; 2025Q1: 2,391 shares; 2025Q2: 2,121 shares; 2025Q3: 9,913 shares; 2025Q4: 16,175 shares 16,175 $5.15M 0.23% +6,262 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: 1,343 shares; 2024Q4: 855 shares; 2025Q1: 1,875 shares; 2025Q2: 8,334 shares; 2025Q3: 8,542 shares; 2025Q4: 16,571 shares 16,571 $5.1M 0.23% +8,029 Timeline DON 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: 25,363 shares; 2024Q4: 54,820 shares; 2025Q1: 86,919 shares; 2025Q2: 91,345 shares; 2025Q3: 92,078 shares; 2025Q4: 97,628 shares 97,628 $5.04M 0.23% +5,550 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: 7,834 shares; 2024Q4: 10,333 shares; 2025Q1: 20,936 shares; 2025Q2: 14,499 shares; 2025Q3: 13,201 shares; 2025Q4: 14,958 shares 14,958 $5.01M 0.22% +1,757 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: 4,518 shares; 2024Q4: 4,455 shares; 2025Q1: 34,245 shares; 2025Q2: 34,144 shares; 2025Q3: 33,238 shares; 2025Q4: 32,916 shares 32,916 $4.98M 0.22% -322 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: 17,901 shares; 2024Q4: 17,857 shares; 2025Q1: 18,652 shares; 2025Q2: 17,775 shares; 2025Q3: 15,411 shares; 2025Q4: 17,059 shares 17,059 $4.95M 0.22% +1,648 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: 6,968 shares; 2024Q4: 6,968 shares; 2025Q1: 14,920 shares; 2025Q2: 14,049 shares; 2025Q3: 7,786 shares; 2025Q4: 7,655 shares 7,655 $4.7M 0.21% -131 Timeline SSB SOUTHSTATE BK CORP More: the full row for SOUTHSTATE BK 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: 49,125 shares; 2025Q4: 49,148 shares 49,148 $4.63M 0.21% +23 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: 17,622 shares; 2024Q4: 16,904 shares; 2025Q1: 17,605 shares; 2025Q2: 17,744 shares; 2025Q3: 16,917 shares; 2025Q4: 17,170 shares 17,170 $4.42M 0.2% +253 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: 3,021 shares; 2024Q4: 2,950 shares; 2025Q1: 4,022 shares; 2025Q2: 4,496 shares; 2025Q3: 4,665 shares; 2025Q4: 4,837 shares 4,837 $4.25M 0.19% +172 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: 106,318 shares; 2024Q4: 96,485 shares; 2025Q1: 91,071 shares; 2025Q2: 88,998 shares; 2025Q3: 88,679 shares; 2025Q4: 79,248 shares 79,248 $4.19M 0.19% -9,431 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: 16,852 shares; 2024Q4: 16,738 shares; 2025Q1: 17,290 shares; 2025Q2: 17,181 shares; 2025Q3: 16,492 shares; 2025Q4: 15,619 shares 15,619 $4.14M 0.19% -873 Timeline QLTY GMO ETF TRUST More: the full row for GMO 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: 277,435 shares; 2025Q2: 269,334 shares; 2025Q3: 98,772 shares; 2025Q4: 105,572 shares 105,572 $4.06M 0.18% +6,800 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,620 shares; 2025Q2: 29,884 shares; 2025Q3: 30,515 shares; 2025Q4: 31,475 shares 31,475 $3.96M 0.18% +960 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 439,248 shares; 2025Q2: 295,326 shares; 2025Q3: 127,281 shares; 2025Q4: 121,614 shares 121,614 $3.96M 0.18% -5,667 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,761 shares; 2024Q4: 14,329 shares; 2025Q1: 14,586 shares; 2025Q2: 14,928 shares; 2025Q3: 14,127 shares; 2025Q4: 12,740 shares 12,740 $3.89M 0.17% -1,387 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,750 shares; 2024Q4: 61,843 shares; 2025Q1: 67,777 shares; 2025Q2: 84,208 shares; 2025Q3: 89,512 shares; 2025Q4: 66,694 shares 66,694 $3.89M 0.17% -22,818 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: 7,634 shares; 2024Q4: 7,644 shares; 2025Q1: 9,575 shares; 2025Q2: 8,714 shares; 2025Q3: 8,600 shares; 2025Q4: 8,081 shares 8,081 $3.82M 0.17% -519 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 125 shares; 2025Q1: 52 shares; 2025Q2: 108 shares; 2025Q3: 21,971 shares; 2025Q4: 30,008 shares 30,008 $3.74M 0.17% +8,037 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: 12,466 shares; 2024Q4: 12,651 shares; 2025Q1: 12,651 shares; 2025Q2: 12,805 shares; 2025Q3: 11,359 shares; 2025Q4: 11,351 shares 11,351 $3.57M 0.16% -8 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: 30,713 shares; 2024Q4: 30,538 shares; 2025Q1: 32,140 shares; 2025Q2: 32,427 shares; 2025Q3: 35,040 shares; 2025Q4: 36,812 shares 36,812 $3.54M 0.16% +1,772 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: 2,842 shares; 2024Q4: 26,989 shares; 2025Q1: 47,302 shares; 2025Q2: 42,714 shares; 2025Q3: 41,944 shares; 2025Q4: 42,147 shares 42,147 $3.34M 0.15% +203 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: 50,682 shares; 2024Q4: 47,937 shares; 2025Q1: 70,004 shares; 2025Q2: 55,422 shares; 2025Q3: 27,408 shares; 2025Q4: 23,216 shares 23,216 $3.33M 0.15% -4,192 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 128,307 shares; 2024Q4: 97,734 shares; 2025Q1: 96,534 shares; 2025Q2: 95,851 shares; 2025Q3: 94,075 shares; 2025Q4: 93,621 shares 93,621 $3.25M 0.15% -454 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: 34,044 shares; 2024Q4: 32,550 shares; 2025Q1: 34,246 shares; 2025Q2: 35,682 shares; 2025Q3: 32,041 shares; 2025Q4: 30,349 shares 30,349 $3.19M 0.14% -1,692 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: 2,100 shares; 2024Q4: 2,100 shares; 2025Q1: 2,120 shares; 2025Q2: 1,560 shares; 2025Q3: 1,545 shares; 2025Q4: 1,487 shares 1,487 $3.19M 0.14% -58 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,454 shares; 2024Q4: 31,001 shares; 2025Q1: 62,095 shares; 2025Q2: 59,835 shares; 2025Q3: 37,429 shares; 2025Q4: 45,134 shares 45,134 $2.98M 0.13% +7,705 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,377 shares; 2025Q1: 2,124 shares; 2025Q2: 2,605 shares; 2025Q3: 2,642 shares; 2025Q4: 2,686 shares 2,686 $2.87M 0.13% +44 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: 17,136 shares; 2024Q4: 17,528 shares; 2025Q1: 38,721 shares; 2025Q2: 35,417 shares; 2025Q3: 29,509 shares; 2025Q4: 29,324 shares 29,324 $2.82M 0.13% -185 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: 3,602 shares; 2024Q4: 3,602 shares; 2025Q1: 3,853 shares; 2025Q2: 3,918 shares; 2025Q3: 3,703 shares; 2025Q4: 3,724 shares 3,724 $2.81M 0.13% +21 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: 30,357 shares; 2024Q4: 30,446 shares; 2025Q1: 31,799 shares; 2025Q2: 32,068 shares; 2025Q3: 31,831 shares; 2025Q4: 30,976 shares 30,976 $2.7M 0.12% -855 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 288 shares; 2024Q4: 3,778 shares; 2025Q1: 6,818 shares; 2025Q2: 5,995 shares; 2025Q3: 5,747 shares; 2025Q4: 5,625 shares 5,625 $2.63M 0.12% -122 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: 118 shares; 2024Q4: 354 shares; 2025Q1: 407,540 shares; 2025Q2: 334,765 shares; 2025Q3: 109,895 shares; 2025Q4: 96,526 shares 96,526 $2.6M 0.12% -13,369 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: 3,127 shares; 2024Q4: 3,040 shares; 2025Q1: 3,618 shares; 2025Q2: 3,245 shares; 2025Q3: 6,675 shares; 2025Q4: 10,520 shares 10,520 $2.59M 0.12% +3,845 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: 154 shares; 2024Q4: 36 shares; 2025Q1: 416 shares; 2025Q2: 2,021 shares; 2025Q3: 2,098 shares; 2025Q4: 3,883 shares 3,883 $2.54M 0.11% +1,785 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: 54,644 shares; 2024Q4: 43,457 shares; 2025Q1: 43,714 shares; 2025Q2: 42,526 shares; 2025Q3: 40,965 shares; 2025Q4: 39,398 shares 39,398 $2.51M 0.11% -1,567 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: 19,613 shares; 2024Q4: 19,637 shares; 2025Q1: 18,077 shares; 2025Q2: 18,106 shares; 2025Q3: 17,623 shares; 2025Q4: 15,457 shares 15,457 $2.48M 0.11% -2,166 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: 12,616 shares; 2024Q4: 12,517 shares; 2025Q1: 12,595 shares; 2025Q2: 12,295 shares; 2025Q3: 12,048 shares; 2025Q4: 11,686 shares 11,686 $2.47M 0.11% -362 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: 5,208 shares; 2024Q4: 5,208 shares; 2025Q1: 5,032 shares; 2025Q2: 5,032 shares; 2025Q3: 5,025 shares; 2025Q4: 5,025 shares 5,025 $2.41M 0.11% 0 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,717 shares; 2024Q4: 1,717 shares; 2025Q1: 6,585 shares; 2025Q2: 6,593 shares; 2025Q3: 6,208 shares; 2025Q4: 6,220 shares 6,220 $2.41M 0.11% +12 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 36,706 shares 36,706 $2.4M 0.11% new 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: 50,725 shares; 2024Q4: 49,251 shares; 2025Q1: 49,986 shares; 2025Q2: 50,614 shares; 2025Q3: 47,814 shares; 2025Q4: 47,013 shares 47,013 $2.39M 0.11% -801 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: 2,989 shares; 2024Q4: 3,118 shares; 2025Q1: 8,557 shares; 2025Q2: 8,967 shares; 2025Q3: 5,113 shares; 2025Q4: 5,311 shares 5,311 $2.39M 0.11% +198 Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,542 shares; 2024Q4: 32,542 shares; 2025Q1: 32,542 shares; 2025Q2: 32,542 shares; 2025Q3: 32,542 shares; 2025Q4: 32,554 shares 32,554 $2.36M 0.11% +12 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: 125 shares; 2024Q4: 125 shares; 2025Q1: 10,313 shares; 2025Q2: 10,273 shares; 2025Q3: 10,223 shares; 2025Q4: 10,334 shares 10,334 $2.35M 0.11% +111 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: 3,604 shares; 2025Q1: 4,776 shares; 2025Q2: 4,919 shares; 2025Q3: 9,591 shares; 2025Q4: 17,945 shares 17,945 $2.35M 0.11% +8,354 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 38,591 shares; 2025Q2: 58,491 shares; 2025Q3: 29,527 shares; 2025Q4: 27,966 shares 27,966 $2.3M 0.1% -1,561 Timeline PFF 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: 94,891 shares; 2024Q4: 88,701 shares; 2025Q1: 93,803 shares; 2025Q2: 92,269 shares; 2025Q3: 87,510 shares; 2025Q4: 74,212 shares 74,212 $2.3M 0.1% -13,298 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: 35,636 shares; 2024Q4: 35,782 shares; 2025Q1: 36,327 shares; 2025Q2: 44,903 shares; 2025Q3: 43,399 shares; 2025Q4: 42,626 shares 42,626 $2.27M 0.1% -773 Timeline CADE CADENCE BANK More: the full row for CADENCE BANK 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: 58,908 shares; 2025Q4: 52,995 shares 52,995 $2.27M 0.1% -5,913 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: 2,910 shares; 2024Q4: 2,910 shares; 2025Q1: 3,897 shares; 2025Q2: 4,062 shares; 2025Q3: 3,816 shares; 2025Q4: 3,847 shares 3,847 $2.2M 0.1% +31 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: 3,603 shares; 2024Q4: 3,562 shares; 2025Q1: 4,785 shares; 2025Q2: 4,735 shares; 2025Q3: 4,317 shares; 2025Q4: 4,443 shares 4,443 $2.15M 0.1% +126 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: 24,671 shares; 2024Q4: 23,872 shares; 2025Q1: 23,419 shares; 2025Q2: 24,828 shares; 2025Q3: 11,632 shares; 2025Q4: 11,002 shares 11,002 $2.15M 0.1% -630 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,081 shares; 2024Q4: 25,450 shares; 2025Q1: 27,991 shares; 2025Q2: 27,399 shares; 2025Q3: 25,627 shares; 2025Q4: 20,627 shares 20,627 $2.07M 0.09% -5,000 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 reported; 2025Q1: 2,035 shares; 2025Q2: not reported; 2025Q3: 40,000 shares; 2025Q4: 40,828 shares 40,828 $2.07M 0.09% +828 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: 40,150 shares; 2024Q4: 40,150 shares; 2025Q1: 37,279 shares; 2025Q2: 38,090 shares; 2025Q3: 37,542 shares; 2025Q4: 34,770 shares 34,770 $2M 0.09% -2,772 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,139 shares; 2024Q4: 6,436 shares; 2025Q1: 7,579 shares; 2025Q2: 9,729 shares; 2025Q3: 9,115 shares; 2025Q4: 9,532 shares 9,532 $1.92M 0.09% +417 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: 8,805 shares; 2024Q4: 8,731 shares; 2025Q1: 9,019 shares; 2025Q2: 8,191 shares; 2025Q3: 6,283 shares; 2025Q4: 5,706 shares 5,706 $1.88M 0.08% -577 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,275 shares; 2024Q4: 30,857 shares; 2025Q1: 22,016 shares; 2025Q2: 20,157 shares; 2025Q3: 18,280 shares; 2025Q4: 13,568 shares 13,568 $1.87M 0.08% -4,712 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,702 shares; 2024Q4: 19,702 shares; 2025Q1: 25,269 shares; 2025Q2: 24,963 shares; 2025Q3: 22,622 shares; 2025Q4: 41,664 shares 41,664 $1.86M 0.08% +19,042 Timeline STEW SRH TOTAL RETURN FUND INC More: the full row for SRH TOTAL RETURN FUND 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: 100,000 shares; 2025Q2: 100,000 shares; 2025Q3: 100,000 shares; 2025Q4: 100,000 shares 100,000 $1.85M 0.08% 0 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,448 shares; 2024Q4: 9,710 shares; 2025Q1: 15,628 shares; 2025Q2: 15,164 shares; 2025Q3: 14,241 shares; 2025Q4: 14,277 shares 14,277 $1.84M 0.08% +36 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,915 shares; 2024Q4: 20,037 shares; 2025Q1: 24,529 shares; 2025Q2: 27,753 shares; 2025Q3: 29,583 shares; 2025Q4: 30,361 shares 30,361 $1.83M 0.08% +778 Timeline SLM SLM CORP More: the full row for SLM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 29,500 shares; 2025Q1: 61,449 shares; 2025Q2: 65,423 shares; 2025Q3: 65,413 shares; 2025Q4: 65,413 shares 65,413 $1.77M 0.08% 0 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,914 shares; 2024Q4: 6,731 shares; 2025Q1: 9,447 shares; 2025Q2: 10,494 shares; 2025Q3: 10,280 shares; 2025Q4: 8,657 shares 8,657 $1.76M 0.08% -1,623 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: 27,856 shares; 2024Q4: 26,681 shares; 2025Q1: 26,845 shares; 2025Q2: 28,563 shares; 2025Q3: 27,910 shares; 2025Q4: 25,548 shares 25,548 $1.72M 0.08% -2,362 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47 shares; 2024Q4: 9,176 shares; 2025Q1: 14,852 shares; 2025Q2: 14,746 shares; 2025Q3: 14,632 shares; 2025Q4: 14,626 shares 14,626 $1.7M 0.08% -6 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: 10,857 shares; 2024Q4: 10,278 shares; 2025Q1: 11,237 shares; 2025Q2: 10,629 shares; 2025Q3: 9,296 shares; 2025Q4: 8,952 shares 8,952 $1.64M 0.07% -344 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: 370 shares; 2024Q4: 370 shares; 2025Q1: 3,917 shares; 2025Q2: 3,958 shares; 2025Q3: 4,378 shares; 2025Q4: 4,363 shares 4,363 $1.63M 0.07% -15 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: 5,178 shares; 2024Q4: 4,234 shares; 2025Q1: 17,699 shares; 2025Q2: 18,225 shares; 2025Q3: 17,118 shares; 2025Q4: 17,307 shares 17,307 $1.62M 0.07% +189 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: 3,533 shares; 2024Q4: 30,000 shares; 2025Q1: 34,288 shares; 2025Q2: 36,407 shares; 2025Q3: 36,218 shares; 2025Q4: 32,205 shares 32,205 $1.61M 0.07% -4,013 Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,666 shares; 2024Q4: 14,962 shares; 2025Q1: 20,990 shares; 2025Q2: 29,809 shares; 2025Q3: 31,329 shares; 2025Q4: 29,099 shares 29,099 $1.61M 0.07% -2,230 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: 2,104 shares; 2024Q4: 2,553 shares; 2025Q1: 25,579 shares; 2025Q2: 8,248 shares; 2025Q3: 5,409 shares; 2025Q4: 29,554 shares 29,554 $1.59M 0.07% +24,145 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,652 shares; 2024Q4: 5,652 shares; 2025Q1: 7,165 shares; 2025Q2: 8,694 shares; 2025Q3: 8,449 shares; 2025Q4: 8,811 shares 8,811 $1.57M 0.07% +362 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: 7,536 shares; 2024Q4: 6,944 shares; 2025Q1: 6,848 shares; 2025Q2: 6,508 shares; 2025Q3: 6,096 shares; 2025Q4: 5,832 shares 5,832 $1.53M 0.07% -264 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: 9,496 shares; 2024Q4: 9,425 shares; 2025Q1: 13,453 shares; 2025Q2: 11,824 shares; 2025Q3: 10,343 shares; 2025Q4: 7,211 shares 7,211 $1.52M 0.07% -3,132 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: 17,487 shares; 2024Q4: 15,715 shares; 2025Q1: 14,900 shares; 2025Q2: 14,443 shares; 2025Q3: 13,810 shares; 2025Q4: 13,792 shares 13,792 $1.52M 0.07% -18 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,687 shares; 2025Q1: 22,905 shares; 2025Q2: 23,055 shares; 2025Q3: 22,181 shares; 2025Q4: 20,034 shares 20,034 $1.51M 0.07% -2,147 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: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares 2 $1.51M 0.07% 0 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 71,626 shares; 2025Q2: 42,249 shares; 2025Q3: 25,167 shares; 2025Q4: 29,774 shares 29,774 $1.48M 0.07% +4,607 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: 5,185 shares; 2024Q4: 4,968 shares; 2025Q1: 5,347 shares; 2025Q2: 7,646 shares; 2025Q3: 7,889 shares; 2025Q4: 8,285 shares 8,285 $1.42M 0.06% +396 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,232 shares; 2024Q4: 4,070 shares; 2025Q1: 4,162 shares; 2025Q2: 6,053 shares; 2025Q3: 5,827 shares; 2025Q4: 5,738 shares 5,738 $1.39M 0.06% -89 Timeline UCON FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 73,929 shares; 2025Q2: 70,319 shares; 2025Q3: 67,881 shares; 2025Q4: 54,942 shares 54,942 $1.38M 0.06% -12,939 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,576 shares; 2024Q4: 20,576 shares; 2025Q1: 21,534 shares; 2025Q2: 29,534 shares; 2025Q3: 29,576 shares; 2025Q4: 29,576 shares 29,576 $1.35M 0.06% 0 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 27,738 shares; 2025Q2: 37,153 shares; 2025Q3: 16,715 shares; 2025Q4: 15,993 shares 15,993 $1.32M 0.06% -722 Timeline RING 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: 17,508 shares; 2024Q4: 17,508 shares; 2025Q1: 17,508 shares; 2025Q2: 17,508 shares; 2025Q3: 17,508 shares; 2025Q4: 17,508 shares 17,508 $1.29M 0.06% 0 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: not reported; 2024Q4: not reported; 2025Q1: 41,787 shares; 2025Q2: 32,966 shares; 2025Q3: 15,510 shares; 2025Q4: 46,662 shares 46,662 $1.28M 0.06% +31,152 Timeline MOAT 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: 1,811 shares; 2025Q2: 8 shares; 2025Q3: 8 shares; 2025Q4: 12,317 shares 12,317 $1.28M 0.06% +12,309 Timeline VIS 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: 4,110 shares; 2024Q4: 4,110 shares; 2025Q1: 4,894 shares; 2025Q2: 4,224 shares; 2025Q3: 4,224 shares; 2025Q4: 4,224 shares 4,224 $1.26M 0.06% 0 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,211 shares; 2024Q4: 5,173 shares; 2025Q1: 5,564 shares; 2025Q2: 6,538 shares; 2025Q3: 5,703 shares; 2025Q4: 5,683 shares 5,683 $1.25M 0.06% -20 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: 27,503 shares; 2024Q4: 27,510 shares; 2025Q1: 28,604 shares; 2025Q2: 26,924 shares; 2025Q3: 24,961 shares; 2025Q4: 22,459 shares 22,459 $1.21M 0.05% -2,502 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: 45,595 shares; 2024Q4: 35,511 shares; 2025Q1: 35,784 shares; 2025Q2: 35,765 shares; 2025Q3: 31,773 shares; 2025Q4: 29,668 shares 29,668 $1.21M 0.05% -2,105 Timeline FRDM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 29,937 shares; 2025Q2: 25,440 shares; 2025Q3: 21,010 shares; 2025Q4: 23,101 shares 23,101 $1.18M 0.05% +2,091 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: 9,311 shares; 2024Q4: 9,311 shares; 2025Q1: 13,442 shares; 2025Q2: 14,632 shares; 2025Q3: 12,236 shares; 2025Q4: 12,557 shares 12,557 $1.17M 0.05% +321 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,663 shares; 2024Q4: 9,994 shares; 2025Q1: 9,832 shares; 2025Q2: 8,505 shares; 2025Q3: 6,997 shares; 2025Q4: 6,376 shares 6,376 $1.15M 0.05% -621 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,943 shares; 2024Q4: 17,511 shares; 2025Q1: 17,191 shares; 2025Q2: 17,083 shares; 2025Q3: 14,992 shares; 2025Q4: 13,631 shares 13,631 $1.14M 0.05% -1,361 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,049 shares; 2024Q4: 2,049 shares; 2025Q1: 3,406 shares; 2025Q2: 2,518 shares; 2025Q3: 2,218 shares; 2025Q4: 12,670 shares 12,670 $1.12M 0.05% +10,452 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: 9,354 shares; 2024Q4: 5,311 shares; 2025Q1: 6,535 shares; 2025Q2: 6,535 shares; 2025Q3: 9,126 shares; 2025Q4: 13,375 shares 13,375 $1.12M 0.05% +4,249 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: 2,754 shares; 2024Q4: 2,690 shares; 2025Q1: 3,283 shares; 2025Q2: 3,098 shares; 2025Q3: 3,163 shares; 2025Q4: 2,809 shares 2,809 $1.11M 0.05% -354 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76 shares; 2024Q4: 72 shares; 2025Q1: 23,496 shares; 2025Q2: 12,410 shares; 2025Q3: 3,596 shares; 2025Q4: 14,943 shares 14,943 $1.11M 0.05% +11,347 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: 11,541 shares; 2024Q4: 18,160 shares; 2025Q1: 18,160 shares; 2025Q2: 14,410 shares; 2025Q3: 15,410 shares; 2025Q4: 15,410 shares 15,410 $1.1M 0.05% 0 Timeline EFV 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: 24,706 shares; 2024Q4: 13,577 shares; 2025Q1: 14,006 shares; 2025Q2: 14,006 shares; 2025Q3: 13,923 shares; 2025Q4: 15,245 shares 15,245 $1.09M 0.05% +1,322 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: 21,350 shares; 2024Q4: 21,282 shares; 2025Q1: 19,362 shares; 2025Q2: 18,929 shares; 2025Q3: 23,416 shares; 2025Q4: 22,108 shares 22,108 $1.09M 0.05% -1,308 Timeline IUSG 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: 782 shares; 2024Q4: 782 shares; 2025Q1: 772 shares; 2025Q2: 772 shares; 2025Q3: 762 shares; 2025Q4: 6,253 shares 6,253 $1.05M 0.05% +5,491 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: 3,535 shares; 2024Q4: 3,485 shares; 2025Q1: 3,953 shares; 2025Q2: 3,960 shares; 2025Q3: 3,658 shares; 2025Q4: 4,068 shares 4,068 $1.05M 0.05% +410 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: 3,368 shares; 2024Q4: 3,383 shares; 2025Q1: 3,894 shares; 2025Q2: 4,955 shares; 2025Q3: 4,658 shares; 2025Q4: 4,685 shares 4,685 $1.02M 0.05% +27 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,481 shares; 2024Q4: 3,611 shares; 2025Q1: 4,919 shares; 2025Q2: 4,723 shares; 2025Q3: 4,540 shares; 2025Q4: 4,625 shares 4,625 $1M 0.04% +85 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,077 shares; 2024Q4: 2,074 shares; 2025Q1: 2,217 shares; 2025Q2: 2,157 shares; 2025Q3: 2,134 shares; 2025Q4: 2,155 shares 2,155 $1M 0.04% +21 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,010 shares; 2024Q4: 10,361 shares; 2025Q1: 9,944 shares; 2025Q2: 9,796 shares; 2025Q3: 8,541 shares; 2025Q4: 8,141 shares 8,141 $999K 0.04% -400 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,648 shares; 2024Q4: 5,555 shares; 2025Q1: 6,387 shares; 2025Q2: 6,279 shares; 2025Q3: 6,625 shares; 2025Q4: 6,225 shares 6,225 $997K 0.04% -400 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 39,502 shares; 2025Q2: 41,900 shares; 2025Q3: 35,851 shares; 2025Q4: 36,733 shares 36,733 $980K 0.04% +882 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,276 shares; 2024Q4: 29,209 shares; 2025Q1: 27,844 shares; 2025Q2: 28,022 shares; 2025Q3: 27,364 shares; 2025Q4: 23,696 shares 23,696 $975K 0.04% -3,668 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: 10,395 shares; 2024Q4: 9,966 shares; 2025Q1: 9,018 shares; 2025Q2: 8,292 shares; 2025Q3: 7,241 shares; 2025Q4: 7,022 shares 7,022 $968K 0.04% -219 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,671 shares; 2024Q4: 13,854 shares; 2025Q1: 12,898 shares; 2025Q2: 12,350 shares; 2025Q3: 10,837 shares; 2025Q4: 9,069 shares 9,069 $952K 0.04% -1,768 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: 6,193 shares; 2024Q4: 6,158 shares; 2025Q1: 6,118 shares; 2025Q2: 5,698 shares; 2025Q3: 7,454 shares; 2025Q4: 7,654 shares 7,654 $931K 0.04% +200 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: 24,318 shares; 2024Q4: 24,318 shares; 2025Q1: 26,351 shares; 2025Q2: 26,141 shares; 2025Q3: 25,708 shares; 2025Q4: 25,637 shares 25,637 $929K 0.04% -71 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: 2,250 shares; 2024Q4: 2,236 shares; 2025Q1: 2,292 shares; 2025Q2: 2,274 shares; 2025Q3: 2,174 shares; 2025Q4: 2,173 shares 2,173 $927K 0.04% -1 Timeline VGIT 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: 1,294 shares; 2024Q4: 12,990 shares; 2025Q1: 14,852 shares; 2025Q2: 14,861 shares; 2025Q3: 14,852 shares; 2025Q4: 15,120 shares 15,120 $906K 0.04% +268 Timeline IVE 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: 8,598 shares; 2025Q2: 14,116 shares; 2025Q3: 4,456 shares; 2025Q4: 4,256 shares 4,256 $903K 0.04% -200 Timeline VDC 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: 4,232 shares; 2024Q4: 4,215 shares; 2025Q1: 4,589 shares; 2025Q2: 4,277 shares; 2025Q3: 4,270 shares; 2025Q4: 4,270 shares 4,270 $902K 0.04% 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: 13,564 shares; 2024Q4: 5,977 shares; 2025Q1: 10,255 shares; 2025Q2: 9,931 shares; 2025Q3: 8,345 shares; 2025Q4: 8,052 shares 8,052 $888K 0.04% -293 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,050 shares; 2024Q4: 4,992 shares; 2025Q1: 4,817 shares; 2025Q2: 4,807 shares; 2025Q3: 4,558 shares; 2025Q4: 4,218 shares 4,218 $882K 0.04% -340 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 reported; 2025Q1: 8,135 shares; 2025Q2: 27,974 shares; 2025Q3: 18,328 shares; 2025Q4: 17,358 shares 17,358 $877K 0.04% -970 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,918 shares; 2024Q4: 6,324 shares; 2025Q1: 6,002 shares; 2025Q2: 5,868 shares; 2025Q3: 5,328 shares; 2025Q4: 5,324 shares 5,324 $868K 0.04% -4 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: 4,698 shares; 2024Q4: 5,674 shares; 2025Q1: 5,760 shares; 2025Q2: 5,686 shares; 2025Q3: 5,297 shares; 2025Q4: 5,461 shares 5,461 $845K 0.04% +164 Timeline RNST RENASANT CORP More: the full row for RENASANT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,000 shares; 2024Q4: 28,000 shares; 2025Q1: 28,000 shares; 2025Q2: 24,000 shares; 2025Q3: 24,000 shares; 2025Q4: 24,000 shares 24,000 $845K 0.04% 0 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,562 shares; 2024Q4: 3,632 shares; 2025Q1: 4,034 shares; 2025Q2: 4,054 shares; 2025Q3: 3,551 shares; 2025Q4: 3,216 shares 3,216 $792K 0.04% -335 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 reported; 2025Q1: 136,869 shares; 2025Q2: 82,271 shares; 2025Q3: 13,003 shares; 2025Q4: 10,084 shares 10,084 $785K 0.04% -2,919 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: 15,766 shares; 2024Q4: 18,004 shares; 2025Q1: 16,291 shares; 2025Q2: 14,899 shares; 2025Q3: 14,498 shares; 2025Q4: 14,225 shares 14,225 $779K 0.03% -273 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,918 shares; 2025Q2: 16,935 shares; 2025Q3: 13,634 shares; 2025Q4: 7,358 shares 7,358 $766K 0.03% -6,276 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,244 shares; 2024Q4: 6,244 shares; 2025Q1: 7,453 shares; 2025Q2: 6,244 shares; 2025Q3: 5,684 shares; 2025Q4: 5,326 shares 5,326 $763K 0.03% -358 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,993 shares; 2024Q4: 2,534 shares; 2025Q1: 2,559 shares; 2025Q2: 5,765 shares; 2025Q3: 5,667 shares; 2025Q4: 9,216 shares 9,216 $748K 0.03% +3,549 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: 3,547 shares; 2024Q4: 3,534 shares; 2025Q1: 3,689 shares; 2025Q2: 3,610 shares; 2025Q3: 3,587 shares; 2025Q4: 3,567 shares 3,567 $742K 0.03% -20 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: 2 shares; 2025Q1: 11,111 shares; 2025Q2: 11,118 shares; 2025Q3: 11,092 shares; 2025Q4: 11,076 shares 11,076 $736K 0.03% -16 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: 10,064 shares; 2024Q4: 9,803 shares; 2025Q1: 8,144 shares; 2025Q2: 8,682 shares; 2025Q3: 8,120 shares; 2025Q4: 7,051 shares 7,051 $722K 0.03% -1,069 Timeline IJK 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: 7,036 shares; 2024Q4: 6,711 shares; 2025Q1: 14,622 shares; 2025Q2: 12,709 shares; 2025Q3: 7,993 shares; 2025Q4: 7,388 shares 7,388 $716K 0.03% -605 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: 1,380 shares; 2024Q4: 1,380 shares; 2025Q1: 1,615 shares; 2025Q2: 2,317 shares; 2025Q3: 2,208 shares; 2025Q4: 2,151 shares 2,151 $697K 0.03% -57 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,419 shares; 2024Q4: 4,823 shares; 2025Q1: 9,946 shares; 2025Q2: 9,854 shares; 2025Q3: 10,306 shares; 2025Q4: 10,359 shares 10,359 $694K 0.03% +53 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,774 shares; 2024Q4: 4,233 shares; 2025Q1: 3,919 shares; 2025Q2: 4,163 shares; 2025Q3: 3,782 shares; 2025Q4: 3,576 shares 3,576 $694K 0.03% -206 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: not reported; 2024Q4: not reported; 2025Q1: 119,828 shares; 2025Q2: 119,878 shares; 2025Q3: 30,142 shares; 2025Q4: 25,917 shares 25,917 $680K 0.03% -4,225 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: 12,989 shares; 2024Q4: 12,989 shares; 2025Q1: 12,989 shares; 2025Q2: 12,989 shares; 2025Q3: 12,989 shares; 2025Q4: 13,189 shares 13,189 $670K 0.03% +200 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,128 shares; 2024Q4: 13,439 shares; 2025Q1: 11,987 shares; 2025Q2: 12,431 shares; 2025Q3: 12,979 shares; 2025Q4: 11,412 shares 11,412 $669K 0.03% -1,567 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: 8,787 shares; 2024Q4: 8,350 shares; 2025Q1: 9,236 shares; 2025Q2: 8,061 shares; 2025Q3: 7,098 shares; 2025Q4: 5,884 shares 5,884 $660K 0.03% -1,214 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: 5,281 shares; 2024Q4: 5,281 shares; 2025Q1: 6,470 shares; 2025Q2: 6,426 shares; 2025Q3: 5,493 shares; 2025Q4: 4,785 shares 4,785 $655K 0.03% -708 Timeline AYI ACUITY INC More: the full row for ACUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,794 shares; 2024Q4: 1,794 shares; 2025Q1: 1,798 shares; 2025Q2: 1,804 shares; 2025Q3: 1,796 shares; 2025Q4: 1,796 shares 1,796 $647K 0.03% 0 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: 260 shares; 2024Q4: 1,260 shares; 2025Q1: 1,286 shares; 2025Q2: 1,300 shares; 2025Q3: 1,259 shares; 2025Q4: 1,265 shares 1,265 $646K 0.03% +6 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,406 shares; 2025Q2: 8,338 shares; 2025Q3: 4,002 shares; 2025Q4: 3,168 shares 3,168 $629K 0.03% -834 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: 4,122 shares; 2024Q4: 4,092 shares; 2025Q1: 3,897 shares; 2025Q2: 3,899 shares; 2025Q3: 3,841 shares; 2025Q4: 3,844 shares 3,844 $625K 0.03% +3 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: 6,509 shares; 2024Q4: 6,611 shares; 2025Q1: 6,835 shares; 2025Q2: 6,630 shares; 2025Q3: 6,482 shares; 2025Q4: 5,420 shares 5,420 $625K 0.03% -1,062 Timeline PEY 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: 20,111 shares; 2024Q4: 20,111 shares; 2025Q1: 20,461 shares; 2025Q2: 21,986 shares; 2025Q3: 29,126 shares; 2025Q4: 30,595 shares 30,595 $624K 0.03% +1,469 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: 2,202 shares; 2024Q4: 2,202 shares; 2025Q1: 2,266 shares; 2025Q2: 2,198 shares; 2025Q3: 2,123 shares; 2025Q4: 2,127 shares 2,127 $617K 0.03% +4 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,056 shares; 2024Q4: 5,691 shares; 2025Q1: 4,562 shares; 2025Q2: 5,461 shares; 2025Q3: 4,447 shares; 2025Q4: 4,366 shares 4,366 $616K 0.03% -81 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: 4,431 shares; 2024Q4: 4,431 shares; 2025Q1: 7,114 shares; 2025Q2: 5,457 shares; 2025Q3: 4,231 shares; 2025Q4: 4,231 shares 4,231 $607K 0.03% 0 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,445 shares; 2024Q4: 19,714 shares; 2025Q1: 18,770 shares; 2025Q2: 25,776 shares; 2025Q3: 26,136 shares; 2025Q4: 24,379 shares 24,379 $606K 0.03% -1,757 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: 52 shares; 2024Q4: 191 shares; 2025Q1: 6,071 shares; 2025Q2: 5,958 shares; 2025Q3: 5,902 shares; 2025Q4: 5,938 shares 5,938 $593K 0.03% +36 Timeline DES 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: 17,766 shares; 2024Q4: 17,766 shares; 2025Q1: 17,682 shares; 2025Q2: 17,682 shares; 2025Q3: 17,682 shares; 2025Q4: 17,532 shares 17,532 $586K 0.03% -150 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: 4,276 shares; 2024Q4: 4,160 shares; 2025Q1: 4,953 shares; 2025Q2: 4,384 shares; 2025Q3: 3,987 shares; 2025Q4: 3,359 shares 3,359 $583K 0.03% -628 Timeline XLB 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: 2,043 shares; 2024Q4: 2,043 shares; 2025Q1: 9,621 shares; 2025Q2: 6,356 shares; 2025Q3: 6,356 shares; 2025Q4: 12,712 shares 12,712 $576K 0.03% +6,356 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18,902 shares; 2025Q2: 32,058 shares; 2025Q3: 14,239 shares; 2025Q4: 11,045 shares 11,045 $555K 0.02% -3,194 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: 1,320 shares; 2024Q4: 1,988 shares; 2025Q1: 3,265 shares; 2025Q2: 3,278 shares; 2025Q3: 2,146 shares; 2025Q4: 3,837 shares 3,837 $552K 0.02% +1,691 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: 2,104 shares; 2024Q4: 2,018 shares; 2025Q1: 1,863 shares; 2025Q2: 1,982 shares; 2025Q3: 1,512 shares; 2025Q4: 1,540 shares 1,540 $518K 0.02% +28 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,285 shares; 2024Q4: 3,285 shares; 2025Q1: 7,406 shares; 2025Q2: 6,856 shares; 2025Q3: 4,009 shares; 2025Q4: 3,909 shares 3,909 $514K 0.02% -100 Timeline FNDF 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 reported; 2025Q1: 23,873 shares; 2025Q2: 23,993 shares; 2025Q3: 12,628 shares; 2025Q4: 11,144 shares 11,144 $504K 0.02% -1,484 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,824 shares; 2024Q4: 2,824 shares; 2025Q1: 2,863 shares; 2025Q2: 2,864 shares; 2025Q3: 2,862 shares; 2025Q4: 2,880 shares 2,880 $470K 0.02% +18 Timeline FNDE 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 reported; 2025Q1: 16,687 shares; 2025Q2: 15,337 shares; 2025Q3: 15,154 shares; 2025Q4: 12,894 shares 12,894 $465K 0.02% -2,260 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,551 shares; 2024Q4: 3,171 shares; 2025Q1: 2,618 shares; 2025Q2: 2,506 shares; 2025Q3: 2,356 shares; 2025Q4: 2,206 shares 2,206 $451K 0.02% -150 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,388 shares; 2024Q4: 3,388 shares; 2025Q1: 3,545 shares; 2025Q2: 3,528 shares; 2025Q3: 3,577 shares; 2025Q4: 3,409 shares 3,409 $445K 0.02% -168 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 195 shares; 2025Q1: 3,025 shares; 2025Q2: 3,145 shares; 2025Q3: 3,125 shares; 2025Q4: 4,563 shares 4,563 $439K 0.02% +1,438 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: 5,795 shares; 2024Q4: 6,705 shares; 2025Q1: 6,880 shares; 2025Q2: 8,080 shares; 2025Q3: 9,830 shares; 2025Q4: 10,005 shares 10,005 $429K 0.02% +175 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: 2,400 shares; 2024Q4: 2,470 shares; 2025Q1: 2,669 shares; 2025Q2: 2,768 shares; 2025Q3: 2,488 shares; 2025Q4: 2,531 shares 2,531 $407K 0.02% +43 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,606 shares; 2024Q4: 6,458 shares; 2025Q1: 6,458 shares; 2025Q2: 6,341 shares; 2025Q3: 6,063 shares; 2025Q4: 5,945 shares 5,945 $406K 0.02% -118 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: 894 shares; 2024Q4: 1,788 shares; 2025Q1: 2,822 shares; 2025Q2: 2,586 shares; 2025Q3: 2,155 shares; 2025Q4: 2,151 shares 2,151 $396K 0.02% -4 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,646 shares; 2024Q4: 11,365 shares; 2025Q1: 12,030 shares; 2025Q2: 12,212 shares; 2025Q3: 10,260 shares; 2025Q4: 10,645 shares 10,645 $393K 0.02% +385 Timeline MOS MOSAIC CO More: the full row for MOSAIC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,301 shares; 2024Q4: 26,603 shares; 2025Q1: 20,227 shares; 2025Q2: 19,209 shares; 2025Q3: 17,101 shares; 2025Q4: 15,890 shares 15,890 $383K 0.02% -1,211 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,407 shares; 2024Q4: 3,340 shares; 2025Q1: 3,531 shares; 2025Q2: 3,290 shares; 2025Q3: 3,112 shares; 2025Q4: 3,093 shares 3,093 $380K 0.02% -19 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: 565 shares; 2024Q4: 580 shares; 2025Q1: 667 shares; 2025Q2: 601 shares; 2025Q3: 564 shares; 2025Q4: 562 shares 562 $372K 0.02% -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: 35 shares; 2024Q4: 84 shares; 2025Q1: 18,385 shares; 2025Q2: 18,217 shares; 2025Q3: 6,228 shares; 2025Q4: 5,343 shares 5,343 $359K 0.02% -885 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,480 shares; 2024Q4: 1,383 shares; 2025Q1: 1,431 shares; 2025Q2: 1,521 shares; 2025Q3: 1,232 shares; 2025Q4: 1,237 shares 1,237 $357K 0.02% +5 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: 5,890 shares; 2024Q4: 5,485 shares; 2025Q1: 5,383 shares; 2025Q2: 5,265 shares; 2025Q3: 4,487 shares; 2025Q4: 3,477 shares 3,477 $356K 0.02% -1,010 Timeline LYFT LYFT INC More: the full row for LYFT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,972 shares; 2024Q4: 22,245 shares; 2025Q1: 25,837 shares; 2025Q2: 30,264 shares; 2025Q3: 15,987 shares; 2025Q4: 18,359 shares 18,359 $356K 0.02% +2,372 Timeline AOR 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: 390 shares; 2024Q4: 390 shares; 2025Q1: 13,407 shares; 2025Q2: 11,662 shares; 2025Q3: 6,104 shares; 2025Q4: 5,406 shares 5,406 $351K 0.02% -698 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: 2,094 shares; 2024Q4: 2,043 shares; 2025Q1: 2,181 shares; 2025Q2: 1,798 shares; 2025Q3: 1,436 shares; 2025Q4: 1,661 shares 1,661 $347K 0.02% +225 Timeline DFGR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,055 shares 13,055 $345K 0.02% new 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: 3,020 shares; 2024Q4: 3,020 shares; 2025Q1: 3,687 shares; 2025Q2: 3,196 shares; 2025Q3: 3,196 shares; 2025Q4: 3,033 shares 3,033 $345K 0.02% -163 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,120 shares; 2024Q4: 2,860 shares; 2025Q1: 7,772 shares; 2025Q2: 7,761 shares; 2025Q3: 8,268 shares; 2025Q4: 8,209 shares 8,209 $330K 0.01% -59 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: 5,658 shares; 2024Q4: 5,190 shares; 2025Q1: 4,997 shares; 2025Q2: 5,018 shares; 2025Q3: 4,127 shares; 2025Q4: 4,145 shares 4,145 $328K 0.01% +18 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,038 shares; 2024Q4: 78,102 shares; 2025Q1: 75,891 shares; 2025Q2: 69,141 shares; 2025Q3: 18,848 shares; 2025Q4: 10,695 shares 10,695 $320K 0.01% -8,153 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: 30,880 shares; 2024Q4: 21,880 shares; 2025Q1: 18,578 shares; 2025Q2: 19,968 shares; 2025Q3: 17,469 shares; 2025Q4: 12,796 shares 12,796 $319K 0.01% -4,673 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: 232 shares; 2024Q4: 234 shares; 2025Q1: 1,287 shares; 2025Q2: 1,265 shares; 2025Q3: 322 shares; 2025Q4: 3,390 shares 3,390 $318K 0.01% +3,068 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,267 shares; 2025Q2: 13,249 shares; 2025Q3: 4,114 shares; 2025Q4: 4,006 shares 4,006 $309K 0.01% -108 Timeline QQQM 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,210 shares 1,210 $306K 0.01% new Timeline RVT ROYCE SMALL CAP TRUST INC More: the full row for ROYCE SMALL CAP TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,972 shares; 2024Q4: 18,972 shares; 2025Q1: 19,972 shares; 2025Q2: 19,972 shares; 2025Q3: 18,972 shares; 2025Q4: 18,972 shares 18,972 $305K 0.01% 0 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: 2,000 shares; 2024Q4: 2,046 shares; 2025Q1: 2,096 shares; 2025Q2: 2,110 shares; 2025Q3: 2,054 shares; 2025Q4: 2,052 shares 2,052 $297K 0.01% -2 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 324 shares; 2024Q4: 316 shares; 2025Q1: 469 shares; 2025Q2: 547 shares; 2025Q3: 320 shares; 2025Q4: 342 shares 342 $281K 0.01% +22 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,163 shares; 2024Q4: 4,382 shares; 2025Q1: 4,589 shares; 2025Q2: 4,483 shares; 2025Q3: 3,856 shares; 2025Q4: 3,786 shares 3,786 $280K 0.01% -70 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 440 shares; 2024Q4: 440 shares; 2025Q1: 690 shares; 2025Q2: 622 shares; 2025Q3: 463 shares; 2025Q4: 463 shares 463 $279K 0.01% 0 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,042 shares; 2025Q2: 1,018 shares; 2025Q3: 1,003 shares; 2025Q4: 1,005 shares 1,005 $277K 0.01% +2 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,826 shares; 2024Q4: 38,826 shares; 2025Q1: 36,675 shares; 2025Q2: 36,675 shares; 2025Q3: 9,420 shares; 2025Q4: 11,695 shares 11,695 $277K 0.01% +2,275 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,944 shares; 2024Q4: 6,696 shares; 2025Q1: 6,572 shares; 2025Q2: 6,523 shares; 2025Q3: 5,194 shares; 2025Q4: 5,225 shares 5,225 $276K 0.01% +31 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 reported; 2025Q1: 2,175 shares; 2025Q2: 2,205 shares; 2025Q3: 2,175 shares; 2025Q4: 2,286 shares 2,286 $273K 0.01% +111 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: 2,178 shares; 2024Q4: 2,144 shares; 2025Q1: 2,262 shares; 2025Q2: 2,245 shares; 2025Q3: 2,027 shares; 2025Q4: 932 shares 932 $269K 0.01% -1,095 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: 659 shares; 2024Q4: 1,010 shares; 2025Q1: 1,010 shares; 2025Q2: 1,015 shares; 2025Q3: 916 shares; 2025Q4: 2,252 shares 2,252 $269K 0.01% +1,336 Timeline PRK PARK NATL CORP More: the full row for PARK NATL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,141 shares; 2024Q4: 2,141 shares; 2025Q1: 1,996 shares; 2025Q2: 1,996 shares; 2025Q3: 1,770 shares; 2025Q4: 1,720 shares 1,720 $262K 0.01% -50 Timeline RWR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,598 shares; 2024Q4: 2,598 shares; 2025Q1: 2,598 shares; 2025Q2: 2,598 shares; 2025Q3: 2,598 shares; 2025Q4: 2,631 shares 2,631 $258K 0.01% +33 Timeline DEXC 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: 4,229 shares; 2025Q3: 4,229 shares; 2025Q4: 4,229 shares 4,229 $256K 0.01% 0 Timeline IWS 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: 1,834 shares; 2024Q4: 1,834 shares; 2025Q1: 1,889 shares; 2025Q2: 1,785 shares; 2025Q3: 1,783 shares; 2025Q4: 1,783 shares 1,783 $251K 0.01% 0 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,057 shares; 2025Q2: 2,567 shares; 2025Q3: 2,552 shares; 2025Q4: 2,515 shares 2,515 $250K 0.01% -37 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,181 shares; 2024Q4: 4,411 shares; 2025Q1: 6,386 shares; 2025Q2: 7,556 shares; 2025Q3: 4,983 shares; 2025Q4: 4,983 shares 4,983 $247K 0.01% 0 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: 2,339 shares; 2024Q4: 1,912 shares; 2025Q1: 2,023 shares; 2025Q2: 1,971 shares; 2025Q3: 1,917 shares; 2025Q4: 2,010 shares 2,010 $247K 0.01% +93 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,839 shares; 2024Q4: 6,219 shares; 2025Q1: 6,329 shares; 2025Q2: 6,290 shares; 2025Q3: 6,234 shares; 2025Q4: 6,239 shares 6,239 $246K 0.01% +5 Timeline AIVL 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: 2,124 shares; 2024Q4: 2,124 shares; 2025Q1: 2,124 shares; 2025Q2: 2,124 shares; 2025Q3: 2,124 shares; 2025Q4: 2,124 shares 2,124 $244K 0.01% 0 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: 2,770 shares; 2024Q4: 8,310 shares; 2025Q1: 42,108 shares; 2025Q2: 41,631 shares; 2025Q3: 11,204 shares; 2025Q4: 8,959 shares 8,959 $244K 0.01% -2,245 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,380 shares; 2024Q4: 1,380 shares; 2025Q1: 1,447 shares; 2025Q2: 1,395 shares; 2025Q3: 1,388 shares; 2025Q4: 1,393 shares 1,393 $234K 0.01% +5 Timeline IAUM ISHARES GOLD TRUST MICRO More: the full row for ISHARES GOLD TRUST MICRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,955 shares; 2025Q2: 4,205 shares; 2025Q3: 250 shares; 2025Q4: 5,414 shares 5,414 $233K 0.01% +5,164 Timeline ACA ARCOSA INC More: the full row for ARCOSA 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: 2,116 shares; 2025Q2: 2,116 shares; 2025Q3: 2,116 shares; 2025Q4: 2,116 shares 2,116 $225K 0.01% 0 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: 63 shares; 2024Q4: 63 shares; 2025Q1: 177 shares; 2025Q2: 2,615 shares; 2025Q3: 2,547 shares; 2025Q4: 2,552 shares 2,552 $223K 0.01% +5 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,599 shares; 2024Q4: 8,325 shares; 2025Q1: 8,179 shares; 2025Q2: 6,036 shares; 2025Q3: 4,197 shares; 2025Q4: 2,237 shares 2,237 $222K 0.01% -1,960 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: 8,505 shares; 2024Q4: 8,330 shares; 2025Q1: 8,561 shares; 2025Q2: 8,591 shares; 2025Q3: 8,561 shares; 2025Q4: 8,475 shares 8,475 $222K 0.01% -86 Timeline MUSA MURPHY USA INC More: the full row for MURPHY USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 781 shares; 2024Q4: 592 shares; 2025Q1: 589 shares; 2025Q2: 589 shares; 2025Q3: 589 shares; 2025Q4: 547 shares 547 $221K 0.01% -42 Timeline FLR FLUOR CORP More: the full row for FLUOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,500 shares; 2024Q4: 5,500 shares; 2025Q1: 5,515 shares; 2025Q2: 5,505 shares; 2025Q3: 5,500 shares; 2025Q4: 5,500 shares 5,500 $218K 0.01% 0 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 190 shares; 2024Q4: 37 shares; 2025Q1: 1,667 shares; 2025Q2: 2,449 shares; 2025Q3: 2,518 shares; 2025Q4: 2,602 shares 2,602 $213K 0.01% +84 Timeline SCHK 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 reported; 2025Q1: 43,405 shares; 2025Q2: 35,212 shares; 2025Q3: 8,750 shares; 2025Q4: 6,320 shares 6,320 $207K 0.01% -2,430 Timeline IJT 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: 1,325 shares; 2024Q4: 1,325 shares; 2025Q1: 2,349 shares; 2025Q2: 2,349 shares; 2025Q3: 1,449 shares; 2025Q4: 1,449 shares 1,449 $205K 0.01% 0 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,287 shares; 2024Q4: 2,720 shares; 2025Q1: 2,780 shares; 2025Q2: 2,622 shares; 2025Q3: 2,224 shares; 2025Q4: 4,275 shares 4,275 $204K 0.01% +2,051 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,500 shares; 2024Q4: 4,500 shares; 2025Q1: 4,500 shares; 2025Q2: 4,500 shares; 2025Q3: 4,500 shares; 2025Q4: 4,899 shares 4,899 $201K 0.01% +399 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 473 shares; 2024Q4: 505 shares; 2025Q1: 547 shares; 2025Q2: 554 shares; 2025Q3: 636 shares; 2025Q4: 730 shares 730 $201K 0.01% +94 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: not reported; 2024Q4: not reported; 2025Q1: 35,682 shares; 2025Q2: 34,154 shares; 2025Q3: 9,030 shares; 2025Q4: 6,582 shares 6,582 $198K 0.01% -2,448 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: 1,500 shares; 2024Q4: 1,500 shares; 2025Q1: 1,804 shares; 2025Q2: 1,794 shares; 2025Q3: 1,846 shares; 2025Q4: 2,021 shares 2,021 $196K 0.01% +175 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,308 shares; 2024Q4: 13,429 shares; 2025Q1: 13,175 shares; 2025Q2: 4,168 shares; 2025Q3: 2,520 shares; 2025Q4: 2,233 shares 2,233 $193K 0.01% -287 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,558 shares; 2024Q4: 4,201 shares; 2025Q1: 9,203 shares; 2025Q2: 8,875 shares; 2025Q3: 9,116 shares; 2025Q4: 7,908 shares 7,908 $185K 0.01% -1,208 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,600 shares; 2024Q4: 2,668 shares; 2025Q1: 4,793 shares; 2025Q2: 4,809 shares; 2025Q3: 4,742 shares; 2025Q4: 4,785 shares 4,785 $182K 0.01% +43 Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 102 shares; 2025Q1: 2,011 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares 2,000 $181K 0.01% 0 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 57,665 shares; 2025Q2: 52,301 shares; 2025Q3: 9,251 shares; 2025Q4: 5,396 shares 5,396 $176K 0.01% -3,855 Timeline PIPR PIPER SANDLER COS More: the full row for PIPER SANDLER COS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 515 shares; 2024Q4: 515 shares; 2025Q1: 515 shares; 2025Q2: 515 shares; 2025Q3: 515 shares; 2025Q4: 515 shares 515 $175K 0.01% 0 Timeline EEM 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: 3,266 shares; 2025Q2: 3,271 shares; 2025Q3: 907 shares; 2025Q4: 3,167 shares 3,167 $173K 0.01% +2,260 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: 300 shares; 2024Q4: 300 shares; 2025Q1: 422 shares; 2025Q2: 427 shares; 2025Q3: 311 shares; 2025Q4: 305 shares 305 $173K 0.01% -6 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: 5,370 shares; 2024Q4: 5,370 shares; 2025Q1: 6,070 shares; 2025Q2: 6,249 shares; 2025Q3: 6,103 shares; 2025Q4: 6,297 shares 6,297 $173K 0.01% +194 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,445 shares; 2024Q4: 5,445 shares; 2025Q1: 5,976 shares; 2025Q2: 5,886 shares; 2025Q3: 5,761 shares; 2025Q4: 5,661 shares 5,661 $173K 0.01% -100 Timeline VFH 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: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 2,830 shares; 2025Q2: 1,240 shares; 2025Q3: 1,284 shares; 2025Q4: 1,292 shares 1,292 $172K 0.01% +8 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: 921 shares; 2024Q4: 921 shares; 2025Q1: 1,165 shares; 2025Q2: 1,166 shares; 2025Q3: 1,166 shares; 2025Q4: 1,206 shares 1,206 $170K 0.01% +40 Timeline VOT 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: 589 shares; 2024Q4: 587 shares; 2025Q1: 587 shares; 2025Q2: 590 shares; 2025Q3: 590 shares; 2025Q4: 590 shares 590 $165K 0.01% 0 Timeline MKSI MKS INC. More: the full row for MKS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,012 shares; 2025Q2: 1,040 shares; 2025Q3: 1,022 shares; 2025Q4: 1,022 shares 1,022 $163K 0.01% 0 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,931 shares; 2024Q4: 1,838 shares; 2025Q1: 2,096 shares; 2025Q2: 2,079 shares; 2025Q3: 1,991 shares; 2025Q4: 2,067 shares 2,067 $163K 0.01% +76 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 630 shares; 2024Q4: 630 shares; 2025Q1: 1,150 shares; 2025Q2: 1,150 shares; 2025Q3: 520 shares; 2025Q4: 2,074 shares 2,074 $162K 0.01% +1,554 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,809 shares; 2024Q4: 2,809 shares; 2025Q1: 2,150 shares; 2025Q2: 2,227 shares; 2025Q3: 1,829 shares; 2025Q4: 1,828 shares 1,828 $160K 0.01% -1 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: 753 shares; 2024Q4: 752 shares; 2025Q1: 855 shares; 2025Q2: 775 shares; 2025Q3: 666 shares; 2025Q4: 644 shares 644 $159K 0.01% -22 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,140 shares; 2024Q4: 1,140 shares; 2025Q1: 1,322 shares; 2025Q2: 1,225 shares; 2025Q3: 1,169 shares; 2025Q4: 1,164 shares 1,164 $158K 0.01% -5 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: 4,335 shares; 2024Q4: 4,335 shares; 2025Q1: 4,335 shares; 2025Q2: 4,335 shares; 2025Q3: 4,335 shares; 2025Q4: 4,335 shares 4,335 $153K 0.01% 0 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 853 shares; 2024Q4: 853 shares; 2025Q1: 953 shares; 2025Q2: 2,292 shares; 2025Q3: 782 shares; 2025Q4: 734 shares 734 $151K 0.01% -48 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,497 shares; 2024Q4: 3,455 shares; 2025Q1: 5,592 shares; 2025Q2: 3,809 shares; 2025Q3: 1,693 shares; 2025Q4: 1,761 shares 1,761 $148K 0.01% +68 Timeline BSET BASSETT FURNITURE INDS INC More: the full row for BASSETT FURNITURE INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,552 shares; 2024Q4: 10,087 shares; 2025Q1: 10,087 shares; 2025Q2: 8,780 shares; 2025Q3: 8,780 shares; 2025Q4: 8,780 shares 8,780 $147K 0.01% 0 Timeline LDRX RBB FD INC More: the full row for RBB FD 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: 11,127 shares; 2025Q3: 11,986 shares; 2025Q4: 4,386 shares 4,386 $144K 0.01% -7,600 Timeline KRG KITE REALTY GROUP TRUST More: the full row for KITE REALTY GROUP TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,885 shares; 2024Q4: 19,385 shares; 2025Q1: 19,390 shares; 2025Q2: 19,390 shares; 2025Q3: 19,385 shares; 2025Q4: 6,000 shares 6,000 $144K 0.01% -13,385 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: 793 shares; 2024Q4: 793 shares; 2025Q1: 793 shares; 2025Q2: 891 shares; 2025Q3: 793 shares; 2025Q4: 793 shares 793 $144K 0.01% 0 Timeline XLU 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: 894 shares; 2024Q4: 1,000 shares; 2025Q1: 1,385 shares; 2025Q2: 1,000 shares; 2025Q3: 1,571 shares; 2025Q4: 3,362 shares 3,362 $144K 0.01% +1,791 Timeline PAXS PIMCO ACCESS INCOME FUND More: the full row for PIMCO ACCESS INCOME FUND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,350 shares; 2025Q1: 10,650 shares; 2025Q2: 9,350 shares; 2025Q3: 9,350 shares; 2025Q4: 9,350 shares 9,350 $143K 0.01% 0 Timeline FLMI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,454 shares; 2025Q2: 4,532 shares; 2025Q3: 4,144 shares; 2025Q4: 5,752 shares 5,752 $143K 0.01% +1,608 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,300 shares; 2024Q4: 1,365 shares; 2025Q1: 1,873 shares; 2025Q2: 1,875 shares; 2025Q3: 1,808 shares; 2025Q4: 1,857 shares 1,857 $142K 0.01% +49 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: 847 shares; 2024Q4: 751 shares; 2025Q1: 12,375 shares; 2025Q2: 4,730 shares; 2025Q3: 1,493 shares; 2025Q4: 938 shares 938 $139K 0.01% -555 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: 1,371 shares; 2024Q4: 2,265 shares; 2025Q1: 2,265 shares; 2025Q2: 2,400 shares; 2025Q3: 1,677 shares; 2025Q4: 1,791 shares 1,791 $139K 0.01% +114 Timeline IWY 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: 929 shares; 2024Q4: 929 shares; 2025Q1: 801 shares; 2025Q2: 499 shares; 2025Q3: 499 shares; 2025Q4: 499 shares 499 $138K 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: 3,811 shares; 2024Q4: 2,392 shares; 2025Q1: 52,192 shares; 2025Q2: 51,539 shares; 2025Q3: 6,285 shares; 2025Q4: 5,746 shares 5,746 $138K 0.01% -539 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: 33 shares; 2024Q4: 33 shares; 2025Q1: 194 shares; 2025Q2: 165 shares; 2025Q3: 104 shares; 2025Q4: 111 shares 111 $135K 0.01% +7 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: 2,420 shares; 2024Q4: 1,958 shares; 2025Q1: 2,116 shares; 2025Q2: 2,001 shares; 2025Q3: 1,319 shares; 2025Q4: 1,371 shares 1,371 $134K 0.01% +52 Timeline EVLV EVOLV TECHNOLOGIES HLDNGS IN More: the full row for EVOLV TECHNOLOGIES HLDNGS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,571 shares; 2024Q4: 3,571 shares; 2025Q1: 18,571 shares; 2025Q2: 18,571 shares; 2025Q3: 18,571 shares; 2025Q4: 18,571 shares 18,571 $133K 0.01% 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: 322 shares; 2024Q4: 322 shares; 2025Q1: 442 shares; 2025Q2: 334 shares; 2025Q3: 260 shares; 2025Q4: 256 shares 256 $131K 0.01% -4 Timeline GUG GUGGENHEIM ACTIVE ALLOC FD More: the full row for GUGGENHEIM ACTIVE ALLOC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,425 shares; 2025Q1: 8,425 shares; 2025Q2: 8,425 shares; 2025Q3: 8,425 shares; 2025Q4: 8,425 shares 8,425 $129K 0.01% 0 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 875 shares; 2024Q4: 875 shares; 2025Q1: 2,204 shares; 2025Q2: 2,246 shares; 2025Q3: 1,375 shares; 2025Q4: 1,045 shares 1,045 $129K 0.01% -330 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: 308 shares; 2024Q4: 268 shares; 2025Q1: 459 shares; 2025Q2: 381 shares; 2025Q3: 280 shares; 2025Q4: 273 shares 273 $128K 0.01% -7 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: not reported; 2024Q4: not reported; 2025Q1: 6,749 shares; 2025Q2: 5,447 shares; 2025Q3: 4,329 shares; 2025Q4: 3,902 shares 3,902 $128K 0.01% -427 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,900 shares; 2024Q4: 6,300 shares; 2025Q1: 8,335 shares; 2025Q2: 14,384 shares; 2025Q3: 12,676 shares; 2025Q4: 9,732 shares 9,732 $128K 0.01% -2,944 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,348 shares; 2024Q4: 1,858 shares; 2025Q1: 1,976 shares; 2025Q2: 1,818 shares; 2025Q3: 1,245 shares; 2025Q4: 1,245 shares 1,245 $122K 0.01% 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: 195 shares; 2024Q4: 195 shares; 2025Q1: 269 shares; 2025Q2: 324 shares; 2025Q3: 244 shares; 2025Q4: 374 shares 374 $121K 0.01% +130 Timeline SMA SMARTSTOP SELF STORAG REIT I More: the full row for SMARTSTOP SELF STORAG REIT I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,750 shares 3,750 $116K 0.01% new 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: 225 shares; 2024Q4: 225 shares; 2025Q1: 743 shares; 2025Q2: 742 shares; 2025Q3: 296 shares; 2025Q4: 415 shares 415 $113K 0.01% +119 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 71 shares; 2025Q2: 204 shares; 2025Q3: 196 shares; 2025Q4: 193 shares 193 $112K 0.01% -3 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,146 shares; 2024Q4: 1,096 shares; 2025Q1: 1,096 shares; 2025Q2: 1,096 shares; 2025Q3: 624 shares; 2025Q4: 721 shares 721 $112K 0.01% +97 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: 87 shares; 2024Q4: 77 shares; 2025Q1: 79 shares; 2025Q2: 54 shares; 2025Q3: 53 shares; 2025Q4: 52 shares 52 $112K 0.01% -1 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,014 shares; 2024Q4: 8,555 shares; 2025Q1: 6,097 shares; 2025Q2: 2,872 shares; 2025Q3: 1,886 shares; 2025Q4: 1,245 shares 1,245 $111K <0.01% -641 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: 763 shares; 2024Q4: 563 shares; 2025Q1: 1,335 shares; 2025Q2: 1,896 shares; 2025Q3: 1,789 shares; 2025Q4: 1,089 shares 1,089 $105K <0.01% -700 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 328 shares; 2024Q4: 328 shares; 2025Q1: 426 shares; 2025Q2: 513 shares; 2025Q3: 498 shares; 2025Q4: 513 shares 513 $104K <0.01% +15 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 78 shares; 2025Q2: 582 shares; 2025Q3: 521 shares; 2025Q4: 513 shares 513 $104K <0.01% -8 Timeline MGK 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: 250 shares; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 250 shares 250 $103K <0.01% 0 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS 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: 182 shares; 2025Q2: 163 shares; 2025Q3: 156 shares; 2025Q4: 152 shares 152 $103K <0.01% -4 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: 64 shares; 2024Q4: 42 shares; 2025Q1: 9,722 shares; 2025Q2: 8,810 shares; 2025Q3: 1,352 shares; 2025Q4: 929 shares 929 $102K <0.01% -423 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 496 shares; 2024Q4: 496 shares; 2025Q1: 814 shares; 2025Q2: 765 shares; 2025Q3: 575 shares; 2025Q4: 535 shares 535 $101K <0.01% -40 Timeline LEN LENNAR CORP More: the full row for LENNAR 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: 1,054 shares; 2025Q2: 985 shares; 2025Q3: 964 shares; 2025Q4: 964 shares 964 $99.1K <0.01% 0 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,315 shares; 2025Q2: 5,429 shares; 2025Q3: 1,751 shares; 2025Q4: 911 shares 911 $97.6K <0.01% -840 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: 282 shares; 2024Q4: 268 shares; 2025Q1: 279 shares; 2025Q2: 238 shares; 2025Q3: 236 shares; 2025Q4: 175 shares 175 $96.5K <0.01% -61 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 118 shares; 2025Q2: 617 shares; 2025Q3: 548 shares; 2025Q4: 551 shares 551 $94.9K <0.01% +3 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,439 shares; 2025Q2: 2,545 shares; 2025Q3: 1,119 shares; 2025Q4: 1,169 shares 1,169 $93.9K <0.01% +50 Timeline IWX 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: 1,898 shares; 2024Q4: 1,898 shares; 2025Q1: 1,898 shares; 2025Q2: 1,013 shares; 2025Q3: 1,013 shares; 2025Q4: 1,013 shares 1,013 $93.1K <0.01% 0 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: 1,854 shares; 2024Q4: 1,152 shares; 2025Q1: 1,152 shares; 2025Q2: 1,152 shares; 2025Q3: 1,152 shares; 2025Q4: 919 shares 919 $90.8K <0.01% -233 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,530 shares; 2024Q4: 1,050 shares; 2025Q1: 1,050 shares; 2025Q2: 1,071 shares; 2025Q3: 1,050 shares; 2025Q4: 1,050 shares 1,050 $90.1K <0.01% 0 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares 1,000 $86.9K <0.01% 0 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 80 shares; 2025Q2: 80 shares; 2025Q3: 80 shares; 2025Q4: 1,911 shares 1,911 $86.9K <0.01% +1,831 Timeline EFAV 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: 1,159 shares; 2025Q2: 1,159 shares; 2025Q3: 1,159 shares; 2025Q4: 984 shares 984 $84.9K <0.01% -175 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: 290 shares; 2025Q1: 1,617 shares; 2025Q2: 1,423 shares; 2025Q3: 452 shares; 2025Q4: 489 shares 489 $83.7K <0.01% +37 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,244 shares; 2024Q4: 1,244 shares; 2025Q1: 1,439 shares; 2025Q2: 1,431 shares; 2025Q3: 1,306 shares; 2025Q4: 1,296 shares 1,296 $83.4K <0.01% -10 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 165 shares; 2024Q4: 165 shares; 2025Q1: 389 shares; 2025Q2: 389 shares; 2025Q3: 389 shares; 2025Q4: 389 shares 389 $83.3K <0.01% 0 Timeline JMBS 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 reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,807 shares 1,807 $82.6K <0.01% new Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS 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: 28 shares; 2025Q2: 29 shares; 2025Q3: 361 shares; 2025Q4: 363 shares 363 $81K <0.01% +2 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: 930 shares; 2024Q4: 953 shares; 2025Q1: 930 shares; 2025Q2: 967 shares; 2025Q3: 951 shares; 2025Q4: 977 shares 977 $80.1K <0.01% +26 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,718 shares; 2024Q4: 1,310 shares; 2025Q1: 1,151 shares; 2025Q2: 1,142 shares; 2025Q3: 1,110 shares; 2025Q4: 1,087 shares 1,087 $80.1K <0.01% -23 Timeline HTO H2O AMERICA More: the full row for H2O AMERICA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,635 shares 1,635 $80.1K <0.01% +135 Timeline EMF TEMPLETON EMERGING MKTS FD More: the full row for TEMPLETON EMERGING MKTS FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,697 shares; 2024Q4: 4,697 shares; 2025Q1: 4,697 shares; 2025Q2: 4,697 shares; 2025Q3: 4,697 shares; 2025Q4: 4,697 shares 4,697 $80K <0.01% 0 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,849 shares; 2024Q4: 1,863 shares; 2025Q1: 2,307 shares; 2025Q2: 3,326 shares; 2025Q3: 3,095 shares; 2025Q4: 1,711 shares 1,711 $79.6K <0.01% -1,384 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: 85 shares; 2024Q4: 85 shares; 2025Q1: 133 shares; 2025Q2: 145 shares; 2025Q3: 60 shares; 2025Q4: 138 shares 138 $78.7K <0.01% +78 Timeline FNDB 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 reported; 2025Q1: 3,979 shares; 2025Q2: 4,031 shares; 2025Q3: 3,476 shares; 2025Q4: 2,938 shares 2,938 $78.1K <0.01% -538 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62 shares; 2024Q4: not reported; 2025Q1: 253 shares; 2025Q2: 784 shares; 2025Q3: 605 shares; 2025Q4: 584 shares 584 $77.5K <0.01% -21 Timeline BRTR BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 914 shares; 2025Q2: 1,669 shares; 2025Q3: 1,459 shares; 2025Q4: 1,523 shares 1,523 $77.3K <0.01% +64 Timeline TOWN TOWNEBANK PORTSMOUTH VA More: the full row for TOWNEBANK PORTSMOUTH VA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,316 shares; 2024Q4: 2,316 shares; 2025Q1: 2,316 shares; 2025Q2: 2,316 shares; 2025Q3: 2,316 shares; 2025Q4: 2,316 shares 2,316 $77.3K <0.01% 0 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER 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: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,142 shares 1,142 $77.2K <0.01% +142 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: 67 shares; 2024Q4: 201 shares; 2025Q1: 36,574 shares; 2025Q2: 35,821 shares; 2025Q3: 4,812 shares; 2025Q4: 2,603 shares 2,603 $77.1K <0.01% -2,209 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 883 shares; 2024Q4: 1,019 shares; 2025Q1: 1,162 shares; 2025Q2: 1,076 shares; 2025Q3: 991 shares; 2025Q4: 1,031 shares 1,031 $75.8K <0.01% +40 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: 300 shares; 2024Q4: not reported; 2025Q1: 6,202 shares; 2025Q2: 5,654 shares; 2025Q3: 401 shares; 2025Q4: 540 shares 540 $75.1K <0.01% +139 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 540 shares; 2025Q2: 541 shares; 2025Q3: 528 shares; 2025Q4: 528 shares 528 $75.1K <0.01% 0 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: 250 shares; 2024Q4: 479 shares; 2025Q1: 1,829 shares; 2025Q2: 940 shares; 2025Q3: 734 shares; 2025Q4: 863 shares 863 $73.3K <0.01% +129 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 170 shares; 2024Q4: 170 shares; 2025Q1: 239 shares; 2025Q2: 315 shares; 2025Q3: 216 shares; 2025Q4: 233 shares 233 $72.8K <0.01% +17 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: 221 shares; 2024Q4: 221 shares; 2025Q1: 559 shares; 2025Q2: 442 shares; 2025Q3: 301 shares; 2025Q4: 385 shares 385 $71.4K <0.01% +84 Timeline EMLC 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: 226 shares; 2024Q4: 226 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,763 shares 2,763 $71.3K <0.01% new Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 449 shares; 2025Q2: 604 shares; 2025Q3: 349 shares; 2025Q4: 332 shares 332 $70.9K <0.01% -17 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,500 shares; 2024Q4: 3,500 shares; 2025Q1: 3,500 shares; 2025Q2: 3,500 shares; 2025Q3: 3,500 shares; 2025Q4: 3,500 shares 3,500 $70.8K <0.01% 0 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 177 shares; 2024Q4: 153 shares; 2025Q1: 356 shares; 2025Q2: 323 shares; 2025Q3: 189 shares; 2025Q4: 180 shares 180 $70.1K <0.01% -9 Timeline KNSL KINSALE CAP GROUP INC More: the full row for KINSALE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 170 shares; 2024Q4: 179 shares; 2025Q1: 179 shares; 2025Q2: 180 shares; 2025Q3: 179 shares; 2025Q4: 178 shares 178 $69.6K <0.01% -1 Timeline IGV 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: 141 shares; 2025Q1: 655 shares; 2025Q2: 664 shares; 2025Q3: 655 shares; 2025Q4: 655 shares 655 $69.2K <0.01% 0 Timeline MGV 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: 630 shares; 2024Q4: 630 shares; 2025Q1: 630 shares; 2025Q2: 630 shares; 2025Q3: 480 shares; 2025Q4: 480 shares 480 $67.8K <0.01% 0 Timeline IUSB 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: 128 shares; 2025Q1: 5,222 shares; 2025Q2: 3,504 shares; 2025Q3: 1,454 shares; 2025Q4: 1,454 shares 1,454 $67.7K <0.01% 0 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 116 shares; 2025Q1: 941 shares; 2025Q2: 787 shares; 2025Q3: 697 shares; 2025Q4: 726 shares 726 $67.1K <0.01% +29 Timeline IDA IDACORP INC More: the full row for IDACORP 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: 20 shares; 2025Q2: 515 shares; 2025Q3: 515 shares; 2025Q4: 529 shares 529 $67K <0.01% +14 Timeline ESGD 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: 3,625 shares; 2025Q2: 3,625 shares; 2025Q3: 2,070 shares; 2025Q4: 697 shares 697 $66.3K <0.01% -1,373 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: 350 shares; 2024Q4: 404 shares; 2025Q1: 1,314 shares; 2025Q2: 512 shares; 2025Q3: 452 shares; 2025Q4: 410 shares 410 $65.9K <0.01% -42 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: 98 shares; 2024Q4: 98 shares; 2025Q1: 300 shares; 2025Q2: 66 shares; 2025Q3: 62 shares; 2025Q4: 61 shares 61 $65.3K <0.01% -1 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: 1,333 shares; 2024Q4: 1,333 shares; 2025Q1: 2,366 shares; 2025Q2: 8,574 shares; 2025Q3: 2,014 shares; 2025Q4: 2,014 shares 2,014 $64.6K <0.01% 0 Timeline IMTM 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: 18,323 shares; 2025Q2: 16,318 shares; 2025Q3: 3,418 shares; 2025Q4: 1,335 shares 1,335 $64K <0.01% -2,083 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: 924 shares; 2024Q4: 424 shares; 2025Q1: 1,536 shares; 2025Q2: 1,223 shares; 2025Q3: 326 shares; 2025Q4: 299 shares 299 $64K <0.01% -27 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,727 shares; 2025Q2: 4,028 shares; 2025Q3: 2,711 shares; 2025Q4: 2,647 shares 2,647 $63.6K <0.01% -64 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 43 shares; 2025Q2: 40 shares; 2025Q3: 350 shares; 2025Q4: 345 shares 345 $62.8K <0.01% -5 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 144 shares; 2025Q2: 1,210 shares; 2025Q3: 1,145 shares; 2025Q4: 1,149 shares 1,149 $62.2K <0.01% +4 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 625 shares; 2024Q4: 743 shares; 2025Q1: 1,917 shares; 2025Q2: 1,819 shares; 2025Q3: 1,826 shares; 2025Q4: 2,154 shares 2,154 $62.1K <0.01% +328 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,693 shares; 2024Q4: 1,617 shares; 2025Q1: 2,153 shares; 2025Q2: 1,488 shares; 2025Q3: 865 shares; 2025Q4: 916 shares 916 $61.7K <0.01% +51 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: 3,050 shares; 2024Q4: 3,050 shares; 2025Q1: 4,159 shares; 2025Q2: 3,727 shares; 2025Q3: 3,721 shares; 2025Q4: 3,721 shares 3,721 $61.4K <0.01% 0 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 502 shares; 2024Q4: 502 shares; 2025Q1: 1,230 shares; 2025Q2: 1,230 shares; 2025Q3: 1,230 shares; 2025Q4: 1,230 shares 1,230 $59.2K <0.01% 0 Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,750 shares; 2024Q4: 2,750 shares; 2025Q1: 3,191 shares; 2025Q2: 3,004 shares; 2025Q3: 2,964 shares; 2025Q4: 2,964 shares 2,964 $58.4K <0.01% 0 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: 209 shares; 2025Q2: 209 shares; 2025Q3: 161 shares; 2025Q4: 161 shares 161 $58K <0.01% 0 Timeline PR PERMIAN RESOURCES CORP More: the full row for PERMIAN RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,000 shares; 2025Q2: 4,127 shares; 2025Q3: 4,127 shares; 2025Q4: 4,127 shares 4,127 $57.9K <0.01% 0 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: 20 shares; 2024Q4: 20 shares; 2025Q1: 77 shares; 2025Q2: 417 shares; 2025Q3: 366 shares; 2025Q4: 369 shares 369 $57.1K <0.01% +3 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 173 shares; 2024Q4: 955 shares; 2025Q1: 1,037 shares; 2025Q2: 403 shares; 2025Q3: 384 shares; 2025Q4: 481 shares 481 $56.6K <0.01% +97 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 reported; 2025Q1: 1,657 shares; 2025Q2: 983 shares; 2025Q3: 267 shares; 2025Q4: 485 shares 485 $56.6K <0.01% +218 Timeline WSFS WSFS FINL CORP More: the full row for WSFS FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares 1,000 $55.2K <0.01% 0 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 285 shares; 2025Q1: 35 shares; 2025Q2: 1,000 shares; 2025Q3: 1,057 shares; 2025Q4: 1,000 shares 1,000 $55K <0.01% -57 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: 92 shares; 2024Q4: 92 shares; 2025Q1: 182 shares; 2025Q2: 310 shares; 2025Q3: 182 shares; 2025Q4: 182 shares 182 $55K <0.01% 0 Timeline RAL RALLIANT CORP More: the full row for RALLIANT 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: 721 shares; 2025Q3: 710 shares; 2025Q4: 1,052 shares 1,052 $53.6K <0.01% +342 Timeline MINO PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,146 shares; 2025Q2: 5,029 shares; 2025Q3: 1,842 shares; 2025Q4: 1,140 shares 1,140 $51.6K <0.01% -702 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: 650 shares; 2024Q4: not reported; 2025Q1: 45,370 shares; 2025Q2: 33,585 shares; 2025Q3: 9,138 shares; 2025Q4: 1,800 shares 1,800 $51.3K <0.01% -7,338 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,321 shares; 2025Q1: 1,390 shares; 2025Q2: 1,329 shares; 2025Q3: 1,321 shares; 2025Q4: 1,321 shares 1,321 $51.2K <0.01% 0 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 120 shares; 2025Q2: 896 shares; 2025Q3: 828 shares; 2025Q4: 851 shares 851 $51.1K <0.01% +23 Timeline FNDC 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 reported; 2025Q1: 1,857 shares; 2025Q2: 1,670 shares; 2025Q3: 1,285 shares; 2025Q4: 1,129 shares 1,129 $50.3K <0.01% -156 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: 1,241 shares; 2025Q1: not reported; 2025Q2: 58 shares; 2025Q3: 3,296 shares; 2025Q4: 1,741 shares 1,741 $50.2K <0.01% -1,555 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: 124 shares; 2024Q4: 124 shares; 2025Q1: 362 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 223 shares 223 $50.1K <0.01% new Timeline WES WESTERN MIDSTREAM PARTNERS L More: the full row for WESTERN MIDSTREAM PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,251 shares; 2024Q4: 1,251 shares; 2025Q1: 1,251 shares; 2025Q2: 1,251 shares; 2025Q3: 1,251 shares; 2025Q4: 1,251 shares 1,251 $49.4K <0.01% 0 Timeline PB PROSPERITY BANCSHARES INC More: the full row for PROSPERITY BANCSHARES 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: 7 shares; 2025Q3: not reported; 2025Q4: 713 shares 713 $49.3K <0.01% new Timeline FMDE FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,845 shares; 2025Q3: 1,662 shares; 2025Q4: 1,342 shares 1,342 $48.8K <0.01% -320 Timeline RPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,150 shares; 2024Q4: 1,150 shares; 2025Q1: 1,150 shares; 2025Q2: 1,150 shares; 2025Q3: 1,025 shares; 2025Q4: 1,025 shares 1,025 $47.8K <0.01% 0 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 215 shares; 2024Q4: 407 shares; 2025Q1: 572 shares; 2025Q2: 1,022 shares; 2025Q3: 856 shares; 2025Q4: 842 shares 842 $47.5K <0.01% -14 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 567 shares; 2025Q3: 544 shares; 2025Q4: 544 shares 544 $47.4K <0.01% 0 Timeline DIAL COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,493 shares; 2025Q2: 4,572 shares; 2025Q3: 3,293 shares; 2025Q4: 2,578 shares 2,578 $47.3K <0.01% -715 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: 27 shares; 2024Q4: 42 shares; 2025Q1: 250 shares; 2025Q2: 253 shares; 2025Q3: 100 shares; 2025Q4: 90 shares 90 $47.1K <0.01% -10 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16 shares; 2025Q2: 113 shares; 2025Q3: 109 shares; 2025Q4: 112 shares 112 $47K <0.01% +3 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: 320 shares; 2024Q4: 260 shares; 2025Q1: 260 shares; 2025Q2: 260 shares; 2025Q3: 260 shares; 2025Q4: 235 shares 235 $46.9K <0.01% -25 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,692 shares; 2025Q2: 1,887 shares; 2025Q3: 666 shares; 2025Q4: 666 shares 666 $46.4K <0.01% 0 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,725 shares; 2025Q2: 5,299 shares; 2025Q3: 2,686 shares; 2025Q4: 2,066 shares 2,066 $46K <0.01% -620 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,053 shares; 2024Q4: 1,053 shares; 2025Q1: 1,276 shares; 2025Q2: 1,209 shares; 2025Q3: 1,041 shares; 2025Q4: 1,005 shares 1,005 $45.8K <0.01% -36 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 95 shares; 2025Q3: 132 shares; 2025Q4: 132 shares 132 $45.3K <0.01% 0 Timeline IDV 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: 649 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 50 shares; 2025Q3: not reported; 2025Q4: 1,141 shares 1,141 $45K <0.01% new 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: 125 shares; 2024Q4: 125 shares; 2025Q1: 140 shares; 2025Q2: 153 shares; 2025Q3: 150 shares; 2025Q4: 176 shares 176 $44.2K <0.01% +26 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 250 shares; 2024Q4: 250 shares; 2025Q1: 279 shares; 2025Q2: 279 shares; 2025Q3: 255 shares; 2025Q4: 255 shares 255 $44.1K <0.01% 0 Timeline GOVT 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: 171 shares; 2025Q2: 809 shares; 2025Q3: 527 shares; 2025Q4: 1,912 shares 1,912 $44K <0.01% +1,385 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 210 shares; 2024Q4: 210 shares; 2025Q1: 221 shares; 2025Q2: 231 shares; 2025Q3: 224 shares; 2025Q4: 213 shares 213 $43.9K <0.01% -11 Timeline SFNC SIMMONS FIRST NATL CORP More: the full row for SIMMONS FIRST NATL 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: 3,473 shares; 2025Q2: 2,233 shares; 2025Q3: 2,258 shares; 2025Q4: 2,283 shares 2,283 $43K <0.01% +25 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 350 shares; 2024Q4: 350 shares; 2025Q1: 2,814 shares; 2025Q2: 1,205 shares; 2025Q3: 870 shares; 2025Q4: 843 shares 843 $42.8K <0.01% -27 Timeline DVYE 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 reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,370 shares 1,370 $42.7K <0.01% new Timeline RPV 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: 530 shares; 2024Q4: 530 shares; 2025Q1: 530 shares; 2025Q2: 530 shares; 2025Q3: 410 shares; 2025Q4: 410 shares 410 $42.4K <0.01% 0 Timeline SNDK SANDISK CORP More: the full row for SANDISK 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: 25 shares; 2025Q2: 173 shares; 2025Q3: 170 shares; 2025Q4: 177 shares 177 $42K <0.01% +7 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER 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: 500 shares; 2025Q2: 521 shares; 2025Q3: 500 shares; 2025Q4: 648 shares 648 $41.7K <0.01% +148 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,229 shares; 2024Q4: 1,049 shares; 2025Q1: 1,413 shares; 2025Q2: 1,674 shares; 2025Q3: 2,945 shares; 2025Q4: 1,447 shares 1,447 $40.9K <0.01% -1,498 Timeline SPTS 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: 78 shares; 2025Q3: not reported; 2025Q4: 1,387 shares 1,387 $40.6K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: 747 shares; 2025Q2: 730 shares; 2025Q3: 650 shares; 2025Q4: 642 shares 642 $40.1K <0.01% -8 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 reported; 2025Q1: 66 shares; 2025Q2: 27 shares; 2025Q3: 507 shares; 2025Q4: 576 shares 576 $39.2K <0.01% +69 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 690 shares; 2024Q4: 690 shares; 2025Q1: 590 shares; 2025Q2: 613 shares; 2025Q3: 412 shares; 2025Q4: 392 shares 392 $39.1K <0.01% -20 Timeline DVYA 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 reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 874 shares 874 $38.7K <0.01% new Timeline JQUA 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: 606 shares; 2024Q4: 606 shares; 2025Q1: 606 shares; 2025Q2: 606 shares; 2025Q3: 606 shares; 2025Q4: 606 shares 606 $38.3K <0.01% 0 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9 shares; 2024Q4: not reported; 2025Q1: 30 shares; 2025Q2: 123 shares; 2025Q3: 109 shares; 2025Q4: 109 shares 109 $37.1K <0.01% 0 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 554 shares; 2025Q2: 561 shares; 2025Q3: 339 shares; 2025Q4: 274 shares 274 $37K <0.01% -65 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: 1,413 shares; 2024Q4: 1,171 shares; 2025Q1: 564 shares; 2025Q2: 385 shares; 2025Q3: 358 shares; 2025Q4: 367 shares 367 $37K <0.01% +9 Timeline VGSH 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: 64 shares; 2025Q1: not reported; 2025Q2: 3,059 shares; 2025Q3: 145 shares; 2025Q4: 625 shares 625 $36.7K <0.01% +480 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: 37 shares; 2024Q4: 17 shares; 2025Q1: 234 shares; 2025Q2: 189 shares; 2025Q3: 62 shares; 2025Q4: 62 shares 62 $35.9K <0.01% 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: not reported; 2024Q4: not reported; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares 600 $35.6K <0.01% 0 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127 shares; 2024Q4: 127 shares; 2025Q1: 692 shares; 2025Q2: 414 shares; 2025Q3: 66 shares; 2025Q4: 117 shares 117 $35.6K <0.01% +51 Timeline P EVERPURE INC More: the full row for EVERPURE 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: 103 shares; 2025Q2: 592 shares; 2025Q3: 555 shares; 2025Q4: 527 shares 527 $35.3K <0.01% -28 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13 shares; 2025Q1: 652 shares; 2025Q2: 594 shares; 2025Q3: 699 shares; 2025Q4: 722 shares 722 $34.5K <0.01% +23 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,822 shares; 2025Q2: 2,314 shares; 2025Q3: 512 shares; 2025Q4: 512 shares 512 $34.3K <0.01% 0 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: 477 shares; 2024Q4: 425 shares; 2025Q1: 3,743 shares; 2025Q2: 1,339 shares; 2025Q3: 376 shares; 2025Q4: 321 shares 321 $34.3K <0.01% -55 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: not reported; 2024Q4: not reported; 2025Q1: 53 shares; 2025Q2: 164 shares; 2025Q3: 137 shares; 2025Q4: 131 shares 131 $34K <0.01% -6 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: 136 shares; 2024Q4: 122 shares; 2025Q1: 479 shares; 2025Q2: 467 shares; 2025Q3: 112 shares; 2025Q4: 116 shares 116 $33.4K <0.01% +4 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: not reported; 2025Q4: 62 shares 62 $33K <0.01% new Timeline