SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 797,556 shares; 2024Q4: 1,806,414 shares; 2025Q1: 2,001,617 shares; 2025Q2: 2,053,233 shares; 2025Q3: 2,125,087 shares; 2025Q4: 2,166,677 shares 2,166,677 $174M 9.3% +41,590 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: 422,122 shares; 2024Q4: 414,737 shares; 2025Q1: 402,588 shares; 2025Q2: 399,763 shares; 2025Q3: 400,870 shares; 2025Q4: 796,240 shares 796,240 $115M 6.14% +395,370 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: 1,196,067 shares; 2024Q4: 1,201,071 shares; 2025Q1: 1,054,975 shares; 2025Q2: 1,042,117 shares; 2025Q3: 1,049,501 shares; 2025Q4: 1,052,778 shares 1,052,778 $100M 5.36% +3,277 Timeline SUSA 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: 629,088 shares; 2024Q4: 623,589 shares; 2025Q1: 605,262 shares; 2025Q2: 594,652 shares; 2025Q3: 589,020 shares; 2025Q4: 585,818 shares 585,818 $81.6M 4.37% -3,202 Timeline ISTB 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: 1,294,406 shares; 2024Q4: 1,504,770 shares; 2025Q1: 1,378,330 shares; 2025Q2: 1,338,348 shares; 2025Q3: 1,345,877 shares; 2025Q4: 1,384,279 shares 1,384,279 $67.5M 3.61% +38,402 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: 478,404 shares; 2024Q4: 417,404 shares; 2025Q1: 409,797 shares; 2025Q2: 409,797 shares; 2025Q3: 406,297 shares; 2025Q4: 403,029 shares 403,029 $64.5M 3.45% -3,268 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: 218,563 shares; 2024Q4: 222,468 shares; 2025Q1: 215,437 shares; 2025Q2: 212,017 shares; 2025Q3: 211,078 shares; 2025Q4: 212,736 shares 212,736 $57.8M 3.1% +1,658 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116,960 shares; 2024Q4: 117,248 shares; 2025Q1: 113,936 shares; 2025Q2: 115,732 shares; 2025Q3: 115,694 shares; 2025Q4: 118,642 shares 118,642 $57.4M 3.07% +2,948 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: 83,214 shares; 2024Q4: 83,215 shares; 2025Q1: 78,187 shares; 2025Q2: 78,998 shares; 2025Q3: 99,118 shares; 2025Q4: 99,543 shares 99,543 $50M 2.68% +425 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 179,083 shares; 2024Q4: 216,513 shares; 2025Q1: 247,596 shares; 2025Q2: 505,292 shares; 2025Q3: 553,724 shares; 2025Q4: 578,290 shares 578,290 $35.2M 1.88% +24,566 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: 410,064 shares; 2024Q4: 417,654 shares; 2025Q1: 431,943 shares; 2025Q2: 438,429 shares; 2025Q3: 448,518 shares; 2025Q4: 416,028 shares 416,028 $33.8M 1.81% -32,490 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: 112,537 shares; 2024Q4: 113,435 shares; 2025Q1: 111,888 shares; 2025Q2: 101,727 shares; 2025Q3: 101,487 shares; 2025Q4: 101,872 shares 101,872 $32M 1.71% +385 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: 313,402 shares; 2024Q4: 308,838 shares; 2025Q1: 488,312 shares; 2025Q2: 492,596 shares; 2025Q3: 505,177 shares; 2025Q4: 537,501 shares 537,501 $29.4M 1.58% +32,324 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: 191,269 shares; 2024Q4: 194,073 shares; 2025Q1: 185,977 shares; 2025Q2: 184,043 shares; 2025Q3: 183,911 shares; 2025Q4: 184,367 shares 184,367 $28.5M 1.53% +456 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: 31,674 shares; 2024Q4: 38,657 shares; 2025Q1: 38,969 shares; 2025Q2: 36,634 shares; 2025Q3: 36,656 shares; 2025Q4: 36,978 shares 36,978 $25.2M 1.35% +322 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: 45,240 shares; 2024Q4: 46,666 shares; 2025Q1: 38,245 shares; 2025Q2: 39,476 shares; 2025Q3: 40,479 shares; 2025Q4: 40,931 shares 40,931 $25.1M 1.35% +452 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: not reported; 2024Q4: not reported; 2025Q1: 513,981 shares; 2025Q2: 904,301 shares; 2025Q3: 1,034,901 shares; 2025Q4: 1,210,941 shares 1,210,941 $24.5M 1.31% +176,040 Timeline SPSM 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: 779,407 shares; 2024Q4: 834,656 shares; 2025Q1: 819,443 shares; 2025Q2: 538,532 shares; 2025Q3: 519,861 shares; 2025Q4: 514,216 shares 514,216 $24.1M 1.29% -5,645 Timeline SPYX 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: 302,364 shares; 2024Q4: 297,636 shares; 2025Q1: 301,245 shares; 2025Q2: 298,944 shares; 2025Q3: 424,171 shares; 2025Q4: 427,850 shares 427,850 $24M 1.29% +3,679 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: 123,465 shares; 2024Q4: 123,162 shares; 2025Q1: 103,332 shares; 2025Q2: 101,883 shares; 2025Q3: 101,752 shares; 2025Q4: 197,156 shares 197,156 $23.5M 1.26% +95,404 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: 69,011 shares; 2024Q4: 68,603 shares; 2025Q1: 62,438 shares; 2025Q2: 63,781 shares; 2025Q3: 62,273 shares; 2025Q4: 64,642 shares 64,642 $20.8M 1.11% +2,369 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: 55,548 shares; 2024Q4: 58,388 shares; 2025Q1: 57,180 shares; 2025Q2: 57,641 shares; 2025Q3: 53,876 shares; 2025Q4: 52,007 shares 52,007 $18M 0.96% -1,869 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,945 shares; 2024Q4: 71,378 shares; 2025Q1: 72,733 shares; 2025Q2: 71,746 shares; 2025Q3: 71,848 shares; 2025Q4: 75,885 shares 75,885 $17.5M 0.94% +4,037 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,167,022 shares; 2024Q4: 814,822 shares; 2025Q1: 675,196 shares; 2025Q2: 650,949 shares; 2025Q3: 644,428 shares; 2025Q4: 654,251 shares 654,251 $17.3M 0.93% +9,823 Timeline GSST GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 345,399 shares; 2025Q1: 317,399 shares; 2025Q2: 308,268 shares; 2025Q3: 313,081 shares; 2025Q4: 320,669 shares 320,669 $16.2M 0.87% +7,588 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: 95,127 shares; 2024Q4: 94,478 shares; 2025Q1: 89,417 shares; 2025Q2: 85,389 shares; 2025Q3: 85,229 shares; 2025Q4: 86,254 shares 86,254 $15.8M 0.85% +1,025 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: 136,564 shares; 2024Q4: 139,182 shares; 2025Q1: 135,334 shares; 2025Q2: 134,897 shares; 2025Q3: 135,784 shares; 2025Q4: 130,149 shares 130,149 $15.3M 0.82% -5,635 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: 44,686 shares; 2024Q4: 45,966 shares; 2025Q1: 46,416 shares; 2025Q2: 47,028 shares; 2025Q3: 47,068 shares; 2025Q4: 48,813 shares 48,813 $15.3M 0.82% +1,745 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: 45,904 shares; 2024Q4: 45,848 shares; 2025Q1: 43,530 shares; 2025Q2: 43,685 shares; 2025Q3: 43,654 shares; 2025Q4: 43,974 shares 43,974 $15.1M 0.81% +320 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: 75,300 shares; 2024Q4: 75,180 shares; 2025Q1: 75,132 shares; 2025Q2: 76,464 shares; 2025Q3: 76,024 shares; 2025Q4: 79,196 shares 79,196 $14.8M 0.79% +3,172 Timeline IBDS 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: 244,290 shares; 2024Q4: 373,877 shares; 2025Q1: 455,474 shares; 2025Q2: 471,129 shares; 2025Q3: 523,315 shares; 2025Q4: 586,946 shares 586,946 $14.3M 0.76% +63,631 Timeline IBDR 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: 257,919 shares; 2024Q4: 335,036 shares; 2025Q1: 430,389 shares; 2025Q2: 441,217 shares; 2025Q3: 485,872 shares; 2025Q4: 539,916 shares 539,916 $13.1M 0.7% +54,044 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: 17,855 shares; 2024Q4: 17,469 shares; 2025Q1: 15,070 shares; 2025Q2: 12,335 shares; 2025Q3: 11,992 shares; 2025Q4: 12,075 shares 12,075 $13M 0.69% +83 Timeline VSGX 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: 235,940 shares; 2024Q4: 238,113 shares; 2025Q1: 187,644 shares; 2025Q2: 182,548 shares; 2025Q3: 179,251 shares; 2025Q4: 174,012 shares 174,012 $12.5M 0.67% -5,239 Timeline IBDT 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: 170,234 shares; 2024Q4: 298,655 shares; 2025Q1: 356,875 shares; 2025Q2: 375,003 shares; 2025Q3: 428,706 shares; 2025Q4: 489,263 shares 489,263 $12.5M 0.67% +60,557 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 345,174 shares; 2024Q4: 350,892 shares; 2025Q1: 372,094 shares; 2025Q2: 379,098 shares; 2025Q3: 322,652 shares; 2025Q4: 281,004 shares 281,004 $12M 0.64% -41,648 Timeline BBCA 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: 20,358 shares; 2024Q4: 20,076 shares; 2025Q1: 125,428 shares; 2025Q2: 126,313 shares; 2025Q3: 127,452 shares; 2025Q4: 128,464 shares 128,464 $11.9M 0.64% +1,012 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: 29,521 shares; 2024Q4: 30,895 shares; 2025Q1: 30,809 shares; 2025Q2: 31,086 shares; 2025Q3: 31,268 shares; 2025Q4: 32,564 shares 32,564 $11.4M 0.61% +1,296 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: 2,271 shares; 2024Q4: 2,271 shares; 2025Q1: 30,375 shares; 2025Q2: 30,846 shares; 2025Q3: 35,852 shares; 2025Q4: 37,188 shares 37,188 $11.3M 0.6% +1,336 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: 23,210 shares; 2024Q4: 21,310 shares; 2025Q1: 19,560 shares; 2025Q2: 19,560 shares; 2025Q3: 19,330 shares; 2025Q4: 19,515 shares 19,515 $11.2M 0.6% +185 Timeline EWT 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: 197,611 shares; 2024Q4: 199,428 shares; 2025Q1: 168,614 shares; 2025Q2: 168,301 shares; 2025Q3: 169,214 shares; 2025Q4: 169,613 shares 169,613 $10.8M 0.58% +399 Timeline WEX WEX INC More: the full row for WEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,633 shares; 2024Q4: 65,633 shares; 2025Q1: 65,633 shares; 2025Q2: 65,633 shares; 2025Q3: 65,633 shares; 2025Q4: 65,963 shares 65,963 $9.83M 0.53% +330 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: 14 shares; 2024Q4: 14 shares; 2025Q1: 13 shares; 2025Q2: 13 shares; 2025Q3: 13 shares; 2025Q4: 13 shares 13 $9.81M 0.53% 0 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: 9,454 shares; 2025Q1: 8,784 shares; 2025Q2: 8,914 shares; 2025Q3: 8,865 shares; 2025Q4: 8,959 shares 8,959 $9.59M 0.51% +94 Timeline USXF 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: 202,964 shares; 2024Q4: 332,968 shares; 2025Q1: 272,390 shares; 2025Q2: 280,739 shares; 2025Q3: 160,940 shares; 2025Q4: 160,570 shares 160,570 $9.25M 0.49% -370 Timeline INDA 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: 231,885 shares; 2024Q4: 235,162 shares; 2025Q1: 168,852 shares; 2025Q2: 168,095 shares; 2025Q3: 168,125 shares; 2025Q4: 168,025 shares 168,025 $9.08M 0.49% -100 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: 14,146 shares; 2024Q4: 14,169 shares; 2025Q1: 14,303 shares; 2025Q2: 21,176 shares; 2025Q3: 26,485 shares; 2025Q4: 26,898 shares 26,898 $8.88M 0.48% +413 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: 90,900 shares; 2024Q4: 88,636 shares; 2025Q1: 76,067 shares; 2025Q2: 76,455 shares; 2025Q3: 75,235 shares; 2025Q4: 76,259 shares 76,259 $8.5M 0.45% +1,024 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: 75,617 shares; 2024Q4: 70,186 shares; 2025Q1: 69,426 shares; 2025Q2: 67,626 shares; 2025Q3: 67,626 shares; 2025Q4: 69,876 shares 69,876 $8.41M 0.45% +2,250 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,717 shares; 2024Q4: 50,184 shares; 2025Q1: 49,681 shares; 2025Q2: 49,644 shares; 2025Q3: 50,099 shares; 2025Q4: 49,549 shares 49,549 $8.4M 0.45% -550 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,265 shares; 2025Q4: 7,823 shares 7,823 $8.37M 0.45% +558 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,200 shares; 2024Q4: 24,148 shares; 2025Q1: 25,473 shares; 2025Q2: 26,447 shares; 2025Q3: 27,169 shares; 2025Q4: 27,586 shares 27,586 $8.31M 0.44% +417 Timeline GEM GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 251,599 shares; 2024Q4: 242,913 shares; 2025Q1: 215,340 shares; 2025Q2: 204,634 shares; 2025Q3: 201,665 shares; 2025Q4: 197,963 shares 197,963 $8.24M 0.44% -3,702 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: 39,188 shares; 2024Q4: 39,474 shares; 2025Q1: 37,559 shares; 2025Q2: 37,326 shares; 2025Q3: 37,226 shares; 2025Q4: 37,463 shares 37,463 $7.75M 0.42% +237 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: 37,170 shares; 2024Q4: 37,228 shares; 2025Q1: 37,115 shares; 2025Q2: 36,793 shares; 2025Q3: 36,617 shares; 2025Q4: 36,149 shares 36,149 $7.66M 0.41% -468 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: 56,914 shares; 2024Q4: 56,926 shares; 2025Q1: 55,961 shares; 2025Q2: 57,446 shares; 2025Q3: 56,729 shares; 2025Q4: 49,671 shares 49,671 $7.57M 0.41% -7,058 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,405 shares; 2024Q4: 82,634 shares; 2025Q1: 85,774 shares; 2025Q2: 87,967 shares; 2025Q3: 88,283 shares; 2025Q4: 89,574 shares 89,574 $7.32M 0.39% +1,291 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: 105,290 shares; 2024Q4: 105,536 shares; 2025Q1: 95,340 shares; 2025Q2: 93,771 shares; 2025Q3: 93,714 shares; 2025Q4: 93,393 shares 93,393 $7.25M 0.39% -321 Timeline IBDU 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: 53,268 shares; 2024Q4: 133,891 shares; 2025Q1: 198,097 shares; 2025Q2: 209,684 shares; 2025Q3: 242,880 shares; 2025Q4: 304,717 shares 304,717 $7.13M 0.38% +61,837 Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,252 shares; 2024Q4: 72,397 shares; 2025Q1: 81,327 shares; 2025Q2: 86,059 shares; 2025Q3: 90,536 shares; 2025Q4: 95,740 shares 95,740 $7.11M 0.38% +5,204 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: 123,633 shares; 2024Q4: 88,644 shares; 2025Q1: 83,954 shares; 2025Q2: 86,201 shares; 2025Q3: 86,140 shares; 2025Q4: 86,804 shares 86,804 $6.97M 0.37% +664 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: 59,362 shares; 2024Q4: 58,657 shares; 2025Q1: 46,568 shares; 2025Q2: 46,063 shares; 2025Q3: 45,692 shares; 2025Q4: 44,774 shares 44,774 $6.95M 0.37% -918 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: 13,935 shares; 2024Q4: 14,089 shares; 2025Q1: 13,712 shares; 2025Q2: 13,687 shares; 2025Q3: 14,050 shares; 2025Q4: 14,079 shares 14,079 $6.55M 0.35% +29 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: 7,491 shares; 2024Q4: 7,532 shares; 2025Q1: 7,493 shares; 2025Q2: 7,677 shares; 2025Q3: 7,658 shares; 2025Q4: 7,561 shares 7,561 $6.52M 0.35% -97 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: 24,681 shares; 2024Q4: 24,722 shares; 2025Q1: 24,488 shares; 2025Q2: 24,656 shares; 2025Q3: 24,702 shares; 2025Q4: 24,581 shares 24,581 $6.51M 0.35% -121 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: 10,273 shares; 2024Q4: 10,609 shares; 2025Q1: 10,600 shares; 2025Q2: 10,812 shares; 2025Q3: 10,684 shares; 2025Q4: 10,841 shares 10,841 $6.28M 0.34% +157 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,672 shares; 2024Q4: 49,643 shares; 2025Q1: 48,472 shares; 2025Q2: 49,304 shares; 2025Q3: 48,752 shares; 2025Q4: 48,398 shares 48,398 $6.18M 0.33% -354 Timeline NSRGY NESTLE SA-SPONS ADR More: the full row for NESTLE SA-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,685 shares; 2024Q4: 69,014 shares; 2025Q1: 63,929 shares; 2025Q2: 63,714 shares; 2025Q3: 62,764 shares; 2025Q4: 62,113 shares 62,113 $6.17M 0.33% -651 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: not reported; 2024Q4: not reported; 2025Q1: 17,924 shares; 2025Q2: 37,669 shares; 2025Q3: 41,332 shares; 2025Q4: 42,594 shares 42,594 $6.17M 0.33% +1,262 Timeline ESGU 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: 35,367 shares; 2024Q4: 34,613 shares; 2025Q1: 39,280 shares; 2025Q2: 41,293 shares; 2025Q3: 43,694 shares; 2025Q4: 40,814 shares 40,814 $6.08M 0.33% -2,880 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: 42,951 shares; 2024Q4: 43,229 shares; 2025Q1: 39,618 shares; 2025Q2: 40,743 shares; 2025Q3: 40,243 shares; 2025Q4: 41,790 shares 41,790 $5.99M 0.32% +1,547 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119,143 shares; 2024Q4: 120,748 shares; 2025Q1: 128,862 shares; 2025Q2: 123,863 shares; 2025Q3: 124,695 shares; 2025Q4: 128,928 shares 128,928 $5.94M 0.32% +4,233 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: 20,461 shares; 2024Q4: 20,637 shares; 2025Q1: 20,011 shares; 2025Q2: 19,994 shares; 2025Q3: 20,220 shares; 2025Q4: 20,393 shares 20,393 $5.92M 0.32% +173 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: 23,209 shares; 2024Q4: 22,701 shares; 2025Q1: 21,891 shares; 2025Q2: 21,204 shares; 2025Q3: 21,204 shares; 2025Q4: 21,147 shares 21,147 $5.44M 0.29% -57 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: 80,389 shares; 2024Q4: 78,199 shares; 2025Q1: 71,732 shares; 2025Q2: 73,403 shares; 2025Q3: 71,529 shares; 2025Q4: 70,278 shares 70,278 $5.41M 0.29% -1,251 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: 70,821 shares; 2024Q4: 74,781 shares; 2025Q1: 60,409 shares; 2025Q2: 60,409 shares; 2025Q3: 60,409 shares; 2025Q4: 60,117 shares 60,117 $5.38M 0.29% -292 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: 42,809 shares; 2024Q4: 42,390 shares; 2025Q1: 40,973 shares; 2025Q2: 40,843 shares; 2025Q3: 39,971 shares; 2025Q4: 39,517 shares 39,517 $4.95M 0.27% -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: 42,079 shares; 2024Q4: 41,932 shares; 2025Q1: 42,655 shares; 2025Q2: 43,465 shares; 2025Q3: 43,445 shares; 2025Q4: 44,835 shares 44,835 $4.72M 0.25% +1,390 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: 16,467 shares; 2024Q4: 16,352 shares; 2025Q1: 15,767 shares; 2025Q2: 15,935 shares; 2025Q3: 15,576 shares; 2025Q4: 15,863 shares 15,863 $4.7M 0.25% +287 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: 37,100 shares; 2024Q4: 37,102 shares; 2025Q1: 37,150 shares; 2025Q2: 37,342 shares; 2025Q3: 37,144 shares; 2025Q4: 37,134 shares 37,134 $4.46M 0.24% -10 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: 114,625 shares; 2024Q4: 111,979 shares; 2025Q1: 62,101 shares; 2025Q2: 58,742 shares; 2025Q3: 59,231 shares; 2025Q4: 60,515 shares 60,515 $4.45M 0.24% +1,284 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: 4,731 shares; 2024Q4: 4,661 shares; 2025Q1: 4,861 shares; 2025Q2: 4,411 shares; 2025Q3: 4,335 shares; 2025Q4: 6,517 shares 6,517 $4.41M 0.24% +2,182 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: 30,540 shares; 2024Q4: 30,902 shares; 2025Q1: 29,904 shares; 2025Q2: 30,426 shares; 2025Q3: 30,716 shares; 2025Q4: 29,084 shares 29,084 $4.17M 0.22% -1,632 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: 6,853 shares; 2024Q4: 6,853 shares; 2025Q1: 7,063 shares; 2025Q2: 7,173 shares; 2025Q3: 7,173 shares; 2025Q4: 7,306 shares 7,306 $4.17M 0.22% +133 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,706 shares; 2024Q4: 31,175 shares; 2025Q1: 25,824 shares; 2025Q2: 25,832 shares; 2025Q3: 22,500 shares; 2025Q4: 22,200 shares 22,200 $4.12M 0.22% -300 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: 15,509 shares; 2024Q4: 16,784 shares; 2025Q1: 16,451 shares; 2025Q2: 16,632 shares; 2025Q3: 16,632 shares; 2025Q4: 17,336 shares 17,336 $3.96M 0.21% +704 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: 47,963 shares; 2024Q4: 47,963 shares; 2025Q1: 47,113 shares; 2025Q2: 47,005 shares; 2025Q3: 47,005 shares; 2025Q4: 46,840 shares 46,840 $3.93M 0.21% -165 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: 13,824 shares; 2024Q4: 13,766 shares; 2025Q1: 11,607 shares; 2025Q2: 12,474 shares; 2025Q3: 12,539 shares; 2025Q4: 12,800 shares 12,800 $3.91M 0.21% +261 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: 46,334 shares; 2024Q4: 46,116 shares; 2025Q1: 46,333 shares; 2025Q2: 45,624 shares; 2025Q3: 45,386 shares; 2025Q4: 46,010 shares 46,010 $3.77M 0.2% +624 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 122,329 shares; 2024Q4: 118,151 shares; 2025Q1: 94,901 shares; 2025Q2: 97,690 shares; 2025Q3: 98,951 shares; 2025Q4: 99,126 shares 99,126 $3.6M 0.19% +175 Timeline AAXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,046 shares; 2024Q4: 51,625 shares; 2025Q1: 40,665 shares; 2025Q2: 39,738 shares; 2025Q3: 38,920 shares; 2025Q4: 37,601 shares 37,601 $3.5M 0.19% -1,319 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: 24,178 shares; 2024Q4: 24,178 shares; 2025Q1: 24,178 shares; 2025Q2: 24,178 shares; 2025Q3: 24,178 shares; 2025Q4: 25,178 shares 25,178 $3.34M 0.18% +1,000 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: 141,988 shares; 2024Q4: 136,571 shares; 2025Q1: 113,805 shares; 2025Q2: 118,867 shares; 2025Q3: 115,431 shares; 2025Q4: 115,498 shares 115,498 $3.18M 0.17% +67 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: 4,999 shares; 2024Q4: 5,067 shares; 2025Q1: 5,057 shares; 2025Q2: 5,056 shares; 2025Q3: 5,056 shares; 2025Q4: 5,056 shares 5,056 $3.05M 0.16% 0 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,205 shares; 2024Q4: 8,267 shares; 2025Q1: 8,152 shares; 2025Q2: 8,152 shares; 2025Q3: 8,042 shares; 2025Q4: 9,626 shares 9,626 $2.97M 0.16% +1,584 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: 6,105 shares; 2024Q4: 6,029 shares; 2025Q1: not reported; 2025Q2: 16,882 shares; 2025Q3: 32,353 shares; 2025Q4: 46,156 shares 46,156 $2.88M 0.15% +13,803 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: 51,831 shares; 2024Q4: 51,719 shares; 2025Q1: 19,203 shares; 2025Q2: 17,556 shares; 2025Q3: 17,115 shares; 2025Q4: 16,221 shares 16,221 $2.81M 0.15% -894 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: 12,329 shares; 2024Q4: 12,329 shares; 2025Q1: 12,329 shares; 2025Q2: 12,329 shares; 2025Q3: 12,324 shares; 2025Q4: 12,317 shares 12,317 $2.77M 0.15% -7 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: 8,311 shares; 2024Q4: 8,288 shares; 2025Q1: 8,398 shares; 2025Q2: 8,418 shares; 2025Q3: 8,402 shares; 2025Q4: 8,326 shares 8,326 $2.73M 0.15% -76 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: 12,910 shares; 2024Q4: 12,662 shares; 2025Q1: 12,662 shares; 2025Q2: 14,099 shares; 2025Q3: 13,970 shares; 2025Q4: 13,515 shares 13,515 $2.63M 0.14% -455 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: 124,593 shares; 2024Q4: 118,286 shares; 2025Q1: 98,548 shares; 2025Q2: 100,540 shares; 2025Q3: 100,393 shares; 2025Q4: 103,748 shares 103,748 $2.58M 0.14% +3,355 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: 108,261 shares; 2024Q4: 108,970 shares; 2025Q1: 102,515 shares; 2025Q2: 101,083 shares; 2025Q3: 101,465 shares; 2025Q4: 100,400 shares 100,400 $2.5M 0.13% -1,065 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: 10,445 shares; 2024Q4: 10,456 shares; 2025Q1: 10,455 shares; 2025Q2: 10,457 shares; 2025Q3: 10,461 shares; 2025Q4: 10,002 shares 10,002 $2.46M 0.13% -459 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,107 shares; 2025Q2: 10,507 shares; 2025Q3: 11,772 shares; 2025Q4: 12,822 shares 12,822 $2.46M 0.13% +1,050 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: 37,312 shares 37,312 $2.44M 0.13% new 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: 11,272 shares; 2024Q4: 11,322 shares; 2025Q1: 11,598 shares; 2025Q2: 11,975 shares; 2025Q3: 11,975 shares; 2025Q4: 12,139 shares 12,139 $2.37M 0.13% +164 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: 3,335 shares; 2024Q4: 3,656 shares; 2025Q1: 3,182 shares; 2025Q2: 3,278 shares; 2025Q3: 3,323 shares; 2025Q4: 3,361 shares 3,361 $2.11M 0.11% +38 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: 24,808 shares; 2024Q4: 24,717 shares; 2025Q1: 20,305 shares; 2025Q2: 21,968 shares; 2025Q3: 22,278 shares; 2025Q4: 21,470 shares 21,470 $2.06M 0.11% -808 Timeline VOX 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: 10,182 shares; 2024Q4: 10,212 shares; 2025Q1: 10,212 shares; 2025Q2: 10,212 shares; 2025Q3: 10,212 shares; 2025Q4: 10,212 shares 10,212 $1.98M 0.11% 0 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,572 shares; 2025Q2: 13,123 shares; 2025Q3: 13,273 shares; 2025Q4: 12,735 shares 12,735 $1.96M 0.11% -538 Timeline INDB INDEPENDENT BK CORP MASS More: the full row for INDEPENDENT BK CORP MASS 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: 26,835 shares; 2025Q4: 26,835 shares 26,835 $1.96M 0.1% 0 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: 15,876 shares; 2024Q4: 14,524 shares; 2025Q1: 12,524 shares; 2025Q2: 12,399 shares; 2025Q3: 12,399 shares; 2025Q4: 12,161 shares 12,161 $1.95M 0.1% -238 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: 5,439 shares; 2024Q4: 5,289 shares; 2025Q1: 5,269 shares; 2025Q2: 5,079 shares; 2025Q3: 5,079 shares; 2025Q4: 5,214 shares 5,214 $1.93M 0.1% +135 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: 31,212 shares; 2024Q4: 33,047 shares; 2025Q1: 26,151 shares; 2025Q2: 26,151 shares; 2025Q3: 26,351 shares; 2025Q4: 25,803 shares 25,803 $1.73M 0.09% -548 Timeline IBMP 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: 30,105 shares; 2024Q4: 46,490 shares; 2025Q1: 56,050 shares; 2025Q2: 58,700 shares; 2025Q3: 65,286 shares; 2025Q4: 68,105 shares 68,105 $1.73M 0.09% +2,819 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: 6,143 shares; 2024Q4: 6,143 shares; 2025Q1: 5,892 shares; 2025Q2: 6,621 shares; 2025Q3: 6,621 shares; 2025Q4: 6,442 shares 6,442 $1.73M 0.09% -179 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: 16,041 shares; 2024Q4: 16,041 shares; 2025Q1: 16,041 shares; 2025Q2: 16,041 shares; 2025Q3: 16,041 shares; 2025Q4: 16,041 shares 16,041 $1.72M 0.09% 0 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: 7,276 shares; 2024Q4: 7,242 shares; 2025Q1: 7,102 shares; 2025Q2: 7,119 shares; 2025Q3: 7,119 shares; 2025Q4: 7,399 shares 7,399 $1.71M 0.09% +280 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: 53,126 shares; 2024Q4: 51,538 shares; 2025Q1: 50,493 shares; 2025Q2: 46,895 shares; 2025Q3: 46,360 shares; 2025Q4: 46,360 shares 46,360 $1.71M 0.09% 0 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: 20,110 shares; 2024Q4: 19,119 shares; 2025Q1: 19,583 shares; 2025Q2: 22,083 shares; 2025Q3: 22,148 shares; 2025Q4: 25,534 shares 25,534 $1.69M 0.09% +3,386 Timeline IBDV 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: 10,473 shares; 2024Q4: 15,186 shares; 2025Q1: 40,331 shares; 2025Q2: 45,303 shares; 2025Q3: 60,504 shares; 2025Q4: 76,090 shares 76,090 $1.68M 0.09% +15,586 Timeline IBMQ 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: 19,150 shares; 2024Q4: 43,245 shares; 2025Q1: 47,605 shares; 2025Q2: 54,020 shares; 2025Q3: 59,614 shares; 2025Q4: 65,502 shares 65,502 $1.68M 0.09% +5,888 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: 17,443 shares; 2024Q4: 17,573 shares; 2025Q1: 17,963 shares; 2025Q2: 17,963 shares; 2025Q3: 17,963 shares; 2025Q4: 23,903 shares 23,903 $1.67M 0.09% +5,940 Timeline ICLN 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: 141,442 shares; 2024Q4: 120,168 shares; 2025Q1: 100,098 shares; 2025Q2: 98,063 shares; 2025Q3: 97,179 shares; 2025Q4: 96,053 shares 96,053 $1.58M 0.08% -1,126 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,158 shares; 2024Q4: 45,302 shares; 2025Q1: 41,623 shares; 2025Q2: 21,687 shares; 2025Q3: 21,001 shares; 2025Q4: 30,864 shares 30,864 $1.58M 0.08% +9,863 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: 3,932 shares; 2024Q4: 3,944 shares; 2025Q1: 4,009 shares; 2025Q2: 4,084 shares; 2025Q3: 3,998 shares; 2025Q4: 3,959 shares 3,959 $1.57M 0.08% -39 Timeline DDEC 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: 1,856,662 shares; 2024Q4: 135,706 shares; 2025Q1: 57,858 shares; 2025Q2: 37,713 shares; 2025Q3: 37,713 shares; 2025Q4: 34,099 shares 34,099 $1.54M 0.08% -3,614 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,729 shares; 2024Q4: 2,062 shares; 2025Q1: 2,171 shares; 2025Q2: 2,171 shares; 2025Q3: 2,251 shares; 2025Q4: 2,231 shares 2,231 $1.53M 0.08% -20 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: 2,019 shares; 2024Q4: 2,019 shares; 2025Q1: 1,989 shares; 2025Q2: 1,989 shares; 2025Q3: 1,989 shares; 2025Q4: 2,313 shares 2,313 $1.51M 0.08% +324 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: 5,573 shares; 2024Q4: 5,572 shares; 2025Q1: 5,572 shares; 2025Q2: 9,443 shares; 2025Q3: 9,286 shares; 2025Q4: 9,456 shares 9,456 $1.45M 0.08% +170 Timeline IYC 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: 13,928 shares; 2024Q4: 13,928 shares; 2025Q1: 13,928 shares; 2025Q2: 13,928 shares; 2025Q3: 13,928 shares; 2025Q4: 13,928 shares 13,928 $1.44M 0.08% 0 Timeline PSCT 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: 25,300 shares; 2024Q4: 25,300 shares; 2025Q1: 25,300 shares; 2025Q2: 25,300 shares; 2025Q3: 25,300 shares; 2025Q4: 25,300 shares 25,300 $1.43M 0.08% 0 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,780 shares; 2024Q4: 3,805 shares; 2025Q1: 3,829 shares; 2025Q2: 4,097 shares; 2025Q3: 3,828 shares; 2025Q4: 4,188 shares 4,188 $1.4M 0.08% +360 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: 2,935 shares; 2024Q4: 2,935 shares; 2025Q1: 2,915 shares; 2025Q2: 3,204 shares; 2025Q3: 3,204 shares; 2025Q4: 3,268 shares 3,268 $1.39M 0.07% +64 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,798 shares; 2024Q4: 1,798 shares; 2025Q1: 1,793 shares; 2025Q2: 1,931 shares; 2025Q3: 1,923 shares; 2025Q4: 2,047 shares 2,047 $1.35M 0.07% +124 Timeline IHE 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: 18,154 shares; 2024Q4: 18,154 shares; 2025Q1: 18,154 shares; 2025Q2: 18,154 shares; 2025Q3: 18,154 shares; 2025Q4: 15,849 shares 15,849 $1.34M 0.07% -2,305 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: 16,452 shares; 2024Q4: 17,143 shares; 2025Q1: 14,514 shares; 2025Q2: 15,316 shares; 2025Q3: 15,201 shares; 2025Q4: 13,517 shares 13,517 $1.34M 0.07% -1,684 Timeline IBMO 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: 30,966 shares; 2024Q4: 34,025 shares; 2025Q1: 45,085 shares; 2025Q2: 47,700 shares; 2025Q3: 50,693 shares; 2025Q4: 51,999 shares 51,999 $1.33M 0.07% +1,306 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,636 shares; 2024Q4: 2,648 shares; 2025Q1: 2,636 shares; 2025Q2: 2,636 shares; 2025Q3: 2,636 shares; 2025Q4: 2,636 shares 2,636 $1.25M 0.07% 0 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,254 shares; 2024Q4: 4,304 shares; 2025Q1: 4,699 shares; 2025Q2: 4,332 shares; 2025Q3: 4,332 shares; 2025Q4: 5,171 shares 5,171 $1.18M 0.06% +839 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: 3,382 shares; 2024Q4: 3,382 shares; 2025Q1: 3,382 shares; 2025Q2: 3,792 shares; 2025Q3: 3,698 shares; 2025Q4: 3,763 shares 3,763 $1.17M 0.06% +65 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: 3,050 shares; 2024Q4: 3,050 shares; 2025Q1: 3,050 shares; 2025Q2: 3,955 shares; 2025Q3: 3,955 shares; 2025Q4: 3,955 shares 3,955 $1.16M 0.06% 0 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,165 shares; 2024Q4: 3,165 shares; 2025Q1: 3,165 shares; 2025Q2: 3,165 shares; 2025Q3: 3,165 shares; 2025Q4: 3,092 shares 3,092 $1.15M 0.06% -73 Timeline IBMR 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: 16,450 shares; 2025Q3: 26,320 shares; 2025Q4: 45,271 shares 45,271 $1.15M 0.06% +18,951 Timeline CRAI CRA INTL INC More: the full row for CRA INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,661 shares; 2024Q4: 17,681 shares; 2025Q1: 5,681 shares; 2025Q2: 5,681 shares; 2025Q3: 5,681 shares; 2025Q4: 5,681 shares 5,681 $1.14M 0.06% 0 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: 10,521 shares; 2024Q4: 10,492 shares; 2025Q1: 10,351 shares; 2025Q2: 14,378 shares; 2025Q3: 18,260 shares; 2025Q4: 21,168 shares 21,168 $1.14M 0.06% +2,908 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: 6,332 shares; 2024Q4: 12,714 shares; 2025Q1: 12,174 shares; 2025Q2: 13,130 shares; 2025Q3: 12,237 shares; 2025Q4: 12,142 shares 12,142 $1.12M 0.06% -95 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: 3,975 shares; 2024Q4: 3,732 shares; 2025Q1: 3,317 shares; 2025Q2: 2,737 shares; 2025Q3: 2,630 shares; 2025Q4: 2,467 shares 2,467 $1.11M 0.06% -163 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: 26,636 shares; 2024Q4: 28,248 shares; 2025Q1: 30,332 shares; 2025Q2: 29,832 shares; 2025Q3: 28,576 shares; 2025Q4: 26,956 shares 26,956 $1.1M 0.06% -1,620 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: 1,156 shares; 2024Q4: 1,156 shares; 2025Q1: 1,151 shares; 2025Q2: 1,191 shares; 2025Q3: 1,186 shares; 2025Q4: 1,198 shares 1,198 $1.05M 0.06% +12 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 197 shares; 2024Q4: 197 shares; 2025Q1: 197 shares; 2025Q2: 197 shares; 2025Q3: 197 shares; 2025Q4: 196 shares 196 $1.05M 0.06% -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: 3,704 shares; 2024Q4: 3,704 shares; 2025Q1: 4,154 shares; 2025Q2: 4,154 shares; 2025Q3: 4,154 shares; 2025Q4: 4,154 shares 4,154 $1.03M 0.05% 0 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: 15,061 shares; 2024Q4: 15,061 shares; 2025Q1: 14,211 shares; 2025Q2: 15,111 shares; 2025Q3: 15,111 shares; 2025Q4: 18,641 shares 18,641 $1.03M 0.05% +3,530 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: 4,060 shares; 2024Q4: 4,221 shares; 2025Q1: 4,721 shares; 2025Q2: 4,203 shares; 2025Q3: 4,203 shares; 2025Q4: 4,065 shares 4,065 $1M 0.05% -138 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: 1,840 shares; 2024Q4: 1,840 shares; 2025Q1: 1,840 shares; 2025Q2: 1,840 shares; 2025Q3: 1,840 shares; 2025Q4: 1,840 shares 1,840 $940K 0.05% 0 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: 1,543 shares; 2024Q4: 1,537 shares; 2025Q1: 1,537 shares; 2025Q2: 1,742 shares; 2025Q3: 1,742 shares; 2025Q4: 1,742 shares 1,742 $910K 0.05% 0 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,613 shares; 2024Q4: 1,736 shares; 2025Q1: 1,639 shares; 2025Q2: 1,652 shares; 2025Q3: 1,687 shares; 2025Q4: 1,857 shares 1,857 $906K 0.05% +170 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: 26,411 shares; 2024Q4: 26,411 shares; 2025Q1: 26,411 shares; 2025Q2: 26,411 shares; 2025Q3: 26,411 shares; 2025Q4: 26,411 shares 26,411 $883K 0.05% 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: 2,400 shares; 2024Q4: 2,361 shares; 2025Q1: 2,361 shares; 2025Q2: 2,361 shares; 2025Q3: 2,211 shares; 2025Q4: 2,211 shares 2,211 $861K 0.05% 0 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: 5,303 shares; 2024Q4: 4,503 shares; 2025Q1: 4,503 shares; 2025Q2: 4,503 shares; 2025Q3: 4,539 shares; 2025Q4: 4,286 shares 4,286 $856K 0.05% -253 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,161 shares; 2024Q4: 14,527 shares; 2025Q1: 15,758 shares; 2025Q2: 16,402 shares; 2025Q3: 17,500 shares; 2025Q4: 17,870 shares 17,870 $855K 0.05% +370 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,922 shares; 2024Q4: 2,922 shares; 2025Q1: 2,922 shares; 2025Q2: 2,922 shares; 2025Q3: 2,922 shares; 2025Q4: 2,922 shares 2,922 $848K 0.05% 0 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,214 shares; 2024Q4: 1,211 shares; 2025Q1: 1,204 shares; 2025Q2: 1,204 shares; 2025Q3: 1,204 shares; 2025Q4: 1,271 shares 1,271 $842K 0.05% +67 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: 4,111 shares; 2024Q4: 4,111 shares; 2025Q1: 4,111 shares; 2025Q2: 4,111 shares; 2025Q3: 4,111 shares; 2025Q4: 3,990 shares 3,990 $833K 0.04% -121 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,685 shares; 2024Q4: 1,685 shares; 2025Q1: 1,685 shares; 2025Q2: 1,685 shares; 2025Q3: 1,685 shares; 2025Q4: 1,685 shares 1,685 $826K 0.04% 0 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: 2,211 shares; 2024Q4: 2,211 shares; 2025Q1: 2,211 shares; 2025Q2: 2,211 shares; 2025Q3: 2,211 shares; 2025Q4: 2,335 shares 2,335 $821K 0.04% +124 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: 14,920 shares; 2024Q4: 16,033 shares; 2025Q1: 15,318 shares; 2025Q2: 15,318 shares; 2025Q3: 15,106 shares; 2025Q4: 14,848 shares 14,848 $801K 0.04% -258 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: 4,550 shares; 2024Q4: 4,115 shares; 2025Q1: 4,115 shares; 2025Q2: 4,115 shares; 2025Q3: 4,065 shares; 2025Q4: 4,065 shares 4,065 $789K 0.04% 0 Timeline IHI 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: 12,604 shares; 2024Q4: 12,604 shares; 2025Q1: 12,604 shares; 2025Q2: 12,604 shares; 2025Q3: 12,604 shares; 2025Q4: 12,604 shares 12,604 $783K 0.04% 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: 3,364 shares; 2024Q4: 3,614 shares; 2025Q1: 3,614 shares; 2025Q2: 3,504 shares; 2025Q3: 3,504 shares; 2025Q4: 3,456 shares 3,456 $759K 0.04% -48 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,794 shares; 2024Q4: 1,794 shares; 2025Q1: 1,794 shares; 2025Q2: 1,884 shares; 2025Q3: 1,674 shares; 2025Q4: 2,789 shares 2,789 $719K 0.04% +1,115 Timeline XHS 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: 6,693 shares; 2024Q4: 6,693 shares; 2025Q1: 6,693 shares; 2025Q2: 6,705 shares; 2025Q3: 6,705 shares; 2025Q4: 6,705 shares 6,705 $716K 0.04% 0 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,333 shares; 2024Q4: 11,633 shares; 2025Q1: 11,633 shares; 2025Q2: 12,070 shares; 2025Q3: 12,070 shares; 2025Q4: 12,150 shares 12,150 $701K 0.04% +80 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: 7,277 shares; 2024Q4: 7,407 shares; 2025Q1: 7,407 shares; 2025Q2: 7,407 shares; 2025Q3: 7,407 shares; 2025Q4: 7,407 shares 7,407 $690K 0.04% 0 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,586 shares; 2024Q4: 8,586 shares; 2025Q1: 8,586 shares; 2025Q2: 17,172 shares; 2025Q3: 17,172 shares; 2025Q4: 17,172 shares 17,172 $689K 0.04% 0 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,853 shares; 2024Q4: 1,853 shares; 2025Q1: 1,853 shares; 2025Q2: 1,853 shares; 2025Q3: 1,853 shares; 2025Q4: 2,105 shares 2,105 $670K 0.04% +252 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: 7,818 shares; 2024Q4: 7,818 shares; 2025Q1: 7,803 shares; 2025Q2: 7,803 shares; 2025Q3: 7,803 shares; 2025Q4: 14,910 shares 14,910 $667K 0.04% +7,107 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,210 shares; 2024Q4: 1,235 shares; 2025Q1: 1,245 shares; 2025Q2: 1,505 shares; 2025Q3: 1,505 shares; 2025Q4: 1,458 shares 1,458 $661K 0.04% -47 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: 14,864 shares; 2024Q4: 8,917 shares; 2025Q1: 8,917 shares; 2025Q2: 8,917 shares; 2025Q3: 8,917 shares; 2025Q4: 8,288 shares 8,288 $658K 0.04% -629 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: 4,850 shares; 2024Q4: 4,818 shares; 2025Q1: 4,731 shares; 2025Q2: 5,551 shares; 2025Q3: 5,551 shares; 2025Q4: 5,551 shares 5,551 $651K 0.03% 0 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,860 shares; 2024Q4: 2,860 shares; 2025Q1: 2,860 shares; 2025Q2: 2,860 shares; 2025Q3: 2,860 shares; 2025Q4: 2,860 shares 2,860 $621K 0.03% 0 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: 3,400 shares; 2024Q4: 3,400 shares; 2025Q1: 3,400 shares; 2025Q2: 3,400 shares; 2025Q3: 3,400 shares; 2025Q4: 3,400 shares 3,400 $612K 0.03% 0 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: 6,614 shares; 2024Q4: 6,614 shares; 2025Q1: 6,377 shares; 2025Q2: 6,377 shares; 2025Q3: 6,377 shares; 2025Q4: 6,377 shares 6,377 $612K 0.03% 0 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,879 shares; 2024Q4: 2,879 shares; 2025Q1: 2,879 shares; 2025Q2: 2,879 shares; 2025Q3: 2,879 shares; 2025Q4: 2,879 shares 2,879 $606K 0.03% 0 Timeline IBMS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,183 shares 23,183 $604K 0.03% new 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: 3,508 shares; 2024Q4: 3,988 shares; 2025Q1: 3,988 shares; 2025Q2: 3,988 shares; 2025Q3: 3,988 shares; 2025Q4: 3,988 shares 3,988 $603K 0.03% 0 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: 35,966 shares; 2024Q4: 36,306 shares; 2025Q1: 37,731 shares; 2025Q2: 37,821 shares; 2025Q3: 36,481 shares; 2025Q4: 20,173 shares 20,173 $603K 0.03% -16,308 Timeline SII SPROTT INC More: the full row for SPROTT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,000 shares; 2024Q4: 6,000 shares; 2025Q1: 6,000 shares; 2025Q2: 6,000 shares; 2025Q3: 6,000 shares; 2025Q4: 6,000 shares 6,000 $588K 0.03% 0 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: 2,651 shares; 2024Q4: 2,681 shares; 2025Q1: 2,719 shares; 2025Q2: 2,719 shares; 2025Q3: 2,817 shares; 2025Q4: 2,757 shares 2,757 $585K 0.03% -60 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,446 shares; 2024Q4: 3,446 shares; 2025Q1: 3,446 shares; 2025Q2: 3,446 shares; 2025Q3: 3,446 shares; 2025Q4: 3,446 shares 3,446 $584K 0.03% 0 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,384 shares; 2024Q4: 2,384 shares; 2025Q1: 2,384 shares; 2025Q2: 2,384 shares; 2025Q3: 2,384 shares; 2025Q4: 2,384 shares 2,384 $579K 0.03% 0 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,898 shares; 2024Q4: 5,798 shares; 2025Q1: 5,798 shares; 2025Q2: 5,798 shares; 2025Q3: 5,722 shares; 2025Q4: 5,722 shares 5,722 $577K 0.03% 0 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,807 shares; 2024Q4: 23,896 shares; 2025Q1: 23,896 shares; 2025Q2: 16,296 shares; 2025Q3: 16,166 shares; 2025Q4: 15,034 shares 15,034 $577K 0.03% -1,132 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: 10,169 shares; 2024Q4: 9,542 shares; 2025Q1: 9,023 shares; 2025Q2: 10,853 shares; 2025Q3: 10,853 shares; 2025Q4: 10,646 shares 10,646 $573K 0.03% -207 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: 7,487 shares; 2024Q4: 7,587 shares; 2025Q1: 7,227 shares; 2025Q2: 7,227 shares; 2025Q3: 7,227 shares; 2025Q4: 7,175 shares 7,175 $567K 0.03% -52 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: 2,538 shares; 2024Q4: 2,897 shares; 2025Q1: 2,538 shares; 2025Q2: 2,567 shares; 2025Q3: 2,567 shares; 2025Q4: 2,907 shares 2,907 $555K 0.03% +340 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: 1,905 shares; 2024Q4: 1,905 shares; 2025Q1: 1,905 shares; 2025Q2: 1,905 shares; 2025Q3: 1,905 shares; 2025Q4: 1,905 shares 1,905 $553K 0.03% 0 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 151 shares; 2024Q4: 151 shares; 2025Q1: 151 shares; 2025Q2: 163 shares; 2025Q3: 163 shares; 2025Q4: 163 shares 163 $549K 0.03% 0 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: 9,615 shares; 2024Q4: 9,615 shares; 2025Q1: 9,570 shares; 2025Q2: 9,500 shares; 2025Q3: 9,540 shares; 2025Q4: 10,726 shares 10,726 $546K 0.03% +1,186 Timeline BBHL BBH TR More: the full row for BBH 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: 33,746 shares 33,746 $544K 0.03% new Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,456 shares; 2024Q4: 4,456 shares; 2025Q1: 4,456 shares; 2025Q2: 4,456 shares; 2025Q3: 4,456 shares; 2025Q4: 4,788 shares 4,788 $537K 0.03% +332 Timeline IBDW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,932 shares; 2025Q4: 24,674 shares 24,674 $522K 0.03% +8,742 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,348 shares; 2025Q4: 10,627 shares 10,627 $513K 0.03% +2,279 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: 3,818 shares; 2024Q4: 3,838 shares; 2025Q1: 3,838 shares; 2025Q2: 3,838 shares; 2025Q3: 3,826 shares; 2025Q4: 3,901 shares 3,901 $503K 0.03% +75 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: 2,630 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,211 shares; 2025Q4: 6,366 shares 6,366 $502K 0.03% +1,155 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: 7,371 shares; 2024Q4: 7,296 shares; 2025Q1: 7,296 shares; 2025Q2: 7,296 shares; 2025Q3: 7,296 shares; 2025Q4: 7,296 shares 7,296 $490K 0.03% 0 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,740 shares; 2025Q1: 1,740 shares; 2025Q2: 1,685 shares; 2025Q3: 1,685 shares; 2025Q4: 1,685 shares 1,685 $486K 0.03% 0 Timeline GLP GLOBAL PARTNERS LP More: the full row for GLOBAL PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,450 shares; 2024Q4: 4,450 shares; 2025Q1: 4,450 shares; 2025Q2: 4,550 shares; 2025Q3: 4,850 shares; 2025Q4: 11,446 shares 11,446 $479K 0.03% +6,596 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: 998 shares; 2024Q4: 998 shares; 2025Q1: 992 shares; 2025Q2: 992 shares; 2025Q3: 992 shares; 2025Q4: 992 shares 992 $477K 0.03% 0 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: not reported; 2024Q4: 2,130 shares; 2025Q1: 2,130 shares; 2025Q2: 2,069 shares; 2025Q3: 2,069 shares; 2025Q4: 2,069 shares 2,069 $471K 0.03% 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: 5,479 shares; 2024Q4: 5,479 shares; 2025Q1: 5,479 shares; 2025Q2: 5,479 shares; 2025Q3: 5,339 shares; 2025Q4: 5,339 shares 5,339 $467K 0.03% 0 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,104 shares; 2024Q4: 2,284 shares; 2025Q1: 2,284 shares; 2025Q2: 2,409 shares; 2025Q3: 2,409 shares; 2025Q4: 2,646 shares 2,646 $465K 0.02% +237 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,034 shares; 2024Q4: 1,034 shares; 2025Q1: 1,034 shares; 2025Q2: 1,034 shares; 2025Q3: 1,034 shares; 2025Q4: 1,034 shares 1,034 $459K 0.02% 0 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,800 shares; 2024Q4: 3,800 shares; 2025Q1: 3,770 shares; 2025Q2: 3,895 shares; 2025Q3: 3,895 shares; 2025Q4: 2,670 shares 2,670 $457K 0.02% -1,225 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,948 shares 6,948 $454K 0.02% new 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: 1,321 shares; 2024Q4: 1,321 shares; 2025Q1: 1,321 shares; 2025Q2: 1,321 shares; 2025Q3: 1,344 shares; 2025Q4: 1,324 shares 1,324 $454K 0.02% -20 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,980 shares; 2024Q4: 4,980 shares; 2025Q1: 4,980 shares; 2025Q2: 4,980 shares; 2025Q3: 4,980 shares; 2025Q4: 4,980 shares 4,980 $445K 0.02% 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: 5,155 shares; 2024Q4: 5,155 shares; 2025Q1: 5,155 shares; 2025Q2: 5,155 shares; 2025Q3: 5,155 shares; 2025Q4: 10,310 shares 10,310 $440K 0.02% +5,155 Timeline DLN 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: 5,365 shares; 2024Q4: 5,365 shares; 2025Q1: 4,980 shares; 2025Q2: 4,980 shares; 2025Q3: 4,980 shares; 2025Q4: 4,980 shares 4,980 $439K 0.02% 0 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 987 shares; 2024Q4: 1,015 shares; 2025Q1: 966 shares; 2025Q2: 966 shares; 2025Q3: 917 shares; 2025Q4: 1,445 shares 1,445 $437K 0.02% +528 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: 2,035 shares; 2024Q4: 2,010 shares; 2025Q1: 2,010 shares; 2025Q2: 2,010 shares; 2025Q3: 2,010 shares; 2025Q4: 2,010 shares 2,010 $420K 0.02% 0 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: 1,223 shares; 2024Q4: 1,223 shares; 2025Q1: 1,150 shares; 2025Q2: 1,439 shares; 2025Q3: 1,150 shares; 2025Q4: 1,853 shares 1,853 $407K 0.02% +703 Timeline IBDX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,697 shares 15,697 $401K 0.02% new 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: 12,321 shares; 2024Q4: 12,497 shares; 2025Q1: 9,358 shares; 2025Q2: 9,358 shares; 2025Q3: 9,382 shares; 2025Q4: 8,593 shares 8,593 $400K 0.02% -789 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,095 shares; 2024Q4: 1,095 shares; 2025Q1: 1,095 shares; 2025Q2: 948 shares; 2025Q3: 948 shares; 2025Q4: 948 shares 948 $395K 0.02% 0 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,620 shares; 2024Q4: 3,620 shares; 2025Q1: 3,575 shares; 2025Q2: 3,553 shares; 2025Q3: 3,553 shares; 2025Q4: 3,553 shares 3,553 $392K 0.02% 0 Timeline TIGO MILLICOM INTL CELLULAR S A More: the full row for MILLICOM INTL CELLULAR 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: 7,000 shares; 2025Q2: 7,000 shares; 2025Q3: 7,000 shares; 2025Q4: 7,000 shares 7,000 $388K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: 3,928 shares; 2025Q2: 3,928 shares; 2025Q3: 3,928 shares; 2025Q4: 4,428 shares 4,428 $386K 0.02% +500 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,500 shares; 2025Q2: 4,535 shares; 2025Q3: 4,535 shares; 2025Q4: 4,835 shares 4,835 $384K 0.02% +300 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS 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: 923 shares; 2025Q3: 923 shares; 2025Q4: 871 shares 871 $368K 0.02% -52 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: 3,004 shares; 2024Q4: 2,882 shares; 2025Q1: 2,732 shares; 2025Q2: 2,732 shares; 2025Q3: 2,732 shares; 2025Q4: 2,593 shares 2,593 $366K 0.02% -139 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,398 shares; 2025Q3: 2,398 shares; 2025Q4: 2,704 shares 2,704 $365K 0.02% +306 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: 7,618 shares; 2024Q4: 6,285 shares; 2025Q1: 5,049 shares; 2025Q2: 5,049 shares; 2025Q3: 5,049 shares; 2025Q4: 5,422 shares 5,422 $363K 0.02% +373 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: 3,427 shares; 2024Q4: 3,169 shares; 2025Q1: 3,644 shares; 2025Q2: 3,044 shares; 2025Q3: 2,739 shares; 2025Q4: 3,139 shares 3,139 $357K 0.02% +400 Timeline IBMT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,558 shares 13,558 $352K 0.02% new 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: 4,020 shares; 2024Q4: 3,880 shares; 2025Q1: 3,880 shares; 2025Q2: 3,101 shares; 2025Q3: 3,101 shares; 2025Q4: 3,007 shares 3,007 $349K 0.02% -94 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: 3,890 shares; 2024Q4: 4,150 shares; 2025Q1: 4,150 shares; 2025Q2: 4,150 shares; 2025Q3: 4,150 shares; 2025Q4: 7,630 shares 7,630 $346K 0.02% +3,480 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,114 shares; 2024Q4: 2,114 shares; 2025Q1: 2,081 shares; 2025Q2: 2,281 shares; 2025Q3: 2,281 shares; 2025Q4: 2,118 shares 2,118 $344K 0.02% -163 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: 5,202 shares; 2024Q4: 5,202 shares; 2025Q1: 3,524 shares; 2025Q2: 3,524 shares; 2025Q3: 3,524 shares; 2025Q4: 3,524 shares 3,524 $339K 0.02% 0 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: 5,453 shares; 2024Q4: 5,251 shares; 2025Q1: 5,325 shares; 2025Q2: 5,225 shares; 2025Q3: 4,825 shares; 2025Q4: 4,025 shares 4,025 $339K 0.02% -800 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: 4,915 shares; 2024Q4: 4,915 shares; 2025Q1: 4,915 shares; 2025Q2: 4,915 shares; 2025Q3: 4,915 shares; 2025Q4: 4,915 shares 4,915 $331K 0.02% 0 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 270 shares 270 $328K 0.02% -130 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: 671 shares; 2024Q4: 671 shares; 2025Q1: 721 shares; 2025Q2: 727 shares; 2025Q3: 727 shares; 2025Q4: 677 shares 677 $327K 0.02% -50 Timeline QABA FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,745 shares; 2024Q4: 5,745 shares; 2025Q1: 5,745 shares; 2025Q2: 5,745 shares; 2025Q3: 5,745 shares; 2025Q4: 5,745 shares 5,745 $326K 0.02% 0 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,688 shares; 2024Q4: 2,688 shares; 2025Q1: 2,688 shares; 2025Q2: 2,688 shares; 2025Q3: 2,688 shares; 2025Q4: 2,688 shares 2,688 $322K 0.02% 0 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 755 shares; 2025Q3: 751 shares; 2025Q4: 946 shares 946 $318K 0.02% +195 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,618 shares; 2024Q4: 1,528 shares; 2025Q1: 1,460 shares; 2025Q2: 1,460 shares; 2025Q3: 1,460 shares; 2025Q4: 1,460 shares 1,460 $317K 0.02% 0 Timeline XLRE 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: 7,827 shares; 2024Q4: 7,917 shares; 2025Q1: 7,827 shares; 2025Q2: 7,827 shares; 2025Q3: 7,827 shares; 2025Q4: 7,827 shares 7,827 $316K 0.02% 0 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 706 shares; 2024Q4: 706 shares; 2025Q1: 706 shares; 2025Q2: 706 shares; 2025Q3: 706 shares; 2025Q4: 706 shares 706 $314K 0.02% 0 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 965 shares; 2024Q4: 965 shares; 2025Q1: 965 shares; 2025Q2: 965 shares; 2025Q3: 965 shares; 2025Q4: 965 shares 965 $312K 0.02% 0 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,690 shares 1,690 $311K 0.02% new Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 923 shares; 2024Q4: 923 shares; 2025Q1: 1,423 shares; 2025Q2: 1,423 shares; 2025Q3: 1,390 shares; 2025Q4: 1,290 shares 1,290 $311K 0.02% -100 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,800 shares 18,800 $310K 0.02% new 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: 5,086 shares; 2024Q4: 5,165 shares; 2025Q1: 5,165 shares; 2025Q2: 5,798 shares; 2025Q3: 5,798 shares; 2025Q4: 5,798 shares 5,798 $309K 0.02% 0 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,195 shares; 2024Q4: 1,195 shares; 2025Q1: 1,195 shares; 2025Q2: 1,195 shares; 2025Q3: 1,195 shares; 2025Q4: 1,195 shares 1,195 $309K 0.02% 0 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: 3,840 shares; 2024Q4: 3,840 shares; 2025Q1: 3,840 shares; 2025Q2: 3,840 shares; 2025Q3: 3,840 shares; 2025Q4: 3,840 shares 3,840 $294K 0.02% 0 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS 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: 3,554 shares 3,554 $290K 0.02% new Timeline MSA MSA SAFETY INC More: the full row for MSA SAFETY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,808 shares; 2024Q4: 1,808 shares; 2025Q1: 1,808 shares; 2025Q2: 1,808 shares; 2025Q3: 1,808 shares; 2025Q4: 1,808 shares 1,808 $290K 0.02% 0 Timeline CNR CORE NATURAL RESOURCES INC More: the full row for CORE NATURAL RESOURCES 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: 3,255 shares; 2025Q2: 3,255 shares; 2025Q3: 3,255 shares; 2025Q4: 3,255 shares 3,255 $288K 0.02% 0 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,920 shares; 2025Q1: 8,920 shares; 2025Q2: 8,920 shares; 2025Q3: 8,920 shares; 2025Q4: 8,920 shares 8,920 $286K 0.02% 0 Timeline OMFL INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,519 shares; 2024Q4: 5,002 shares; 2025Q1: 4,631 shares; 2025Q2: 4,631 shares; 2025Q3: 4,631 shares; 2025Q4: 4,631 shares 4,631 $283K 0.02% 0 Timeline XBI 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: 2,499 shares; 2024Q4: 2,499 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,310 shares; 2025Q4: 2,310 shares 2,310 $282K 0.02% 0 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,460 shares; 2024Q4: 1,414 shares; 2025Q1: 1,414 shares; 2025Q2: 1,727 shares; 2025Q3: 1,727 shares; 2025Q4: 1,727 shares 1,727 $280K 0.01% 0 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: 6,177 shares; 2024Q4: 5,987 shares; 2025Q1: 5,399 shares; 2025Q2: 4,846 shares; 2025Q3: 4,681 shares; 2025Q4: 4,389 shares 4,389 $280K 0.01% -292 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,559 shares; 2024Q4: 3,655 shares; 2025Q1: 3,515 shares; 2025Q2: 3,515 shares; 2025Q3: 3,515 shares; 2025Q4: 3,515 shares 3,515 $272K 0.01% 0 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: 1,759 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,959 shares; 2025Q3: 1,959 shares; 2025Q4: 1,959 shares 1,959 $270K 0.01% 0 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,084 shares; 2025Q3: 3,084 shares; 2025Q4: 3,084 shares 3,084 $269K 0.01% 0 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: 971 shares; 2024Q4: 971 shares; 2025Q1: 971 shares; 2025Q2: 971 shares; 2025Q3: 971 shares; 2025Q4: 971 shares 971 $267K 0.01% 0 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,837 shares; 2024Q4: 2,137 shares; 2025Q1: 2,137 shares; 2025Q2: 2,256 shares; 2025Q3: 2,297 shares; 2025Q4: 1,650 shares 1,650 $266K 0.01% -647 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,800 shares; 2025Q2: not reported; 2025Q3: 1,200 shares; 2025Q4: 1,464 shares 1,464 $261K 0.01% +264 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: not reported; 2024Q4: 385 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 458 shares 458 $259K 0.01% new 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: not reported; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 261 shares; 2025Q4: 2,750 shares 2,750 $258K 0.01% +2,489 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares 1,000 $257K 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: not reported; 2024Q4: not reported; 2025Q1: 2,567 shares; 2025Q2: 2,567 shares; 2025Q3: 2,567 shares; 2025Q4: 2,567 shares 2,567 $255K 0.01% 0 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 583 shares; 2024Q4: 583 shares; 2025Q1: 583 shares; 2025Q2: 673 shares; 2025Q3: 610 shares; 2025Q4: 555 shares 555 $252K 0.01% -55 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: 3,583 shares; 2024Q4: 3,583 shares; 2025Q1: 3,383 shares; 2025Q2: 3,383 shares; 2025Q3: 3,383 shares; 2025Q4: 3,383 shares 3,383 $249K 0.01% 0 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: 9,966 shares; 2024Q4: 8,572 shares; 2025Q1: 7,246 shares; 2025Q2: 7,246 shares; 2025Q3: 7,246 shares; 2025Q4: 6,080 shares 6,080 $244K 0.01% -1,166 Timeline WDAY WORKDAY INC More: the full row for WORKDAY 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: 1,128 shares 1,128 $242K 0.01% new 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: 3,622 shares; 2024Q4: 7,244 shares; 2025Q1: not reported; 2025Q2: 7,244 shares; 2025Q3: 7,244 shares; 2025Q4: 7,244 shares 7,244 $238K 0.01% 0 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,210 shares; 2024Q4: 1,210 shares; 2025Q1: 1,118 shares; 2025Q2: 1,136 shares; 2025Q3: 1,136 shares; 2025Q4: 1,136 shares 1,136 $236K 0.01% 0 Timeline JMEE 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: 3,554 shares; 2024Q4: 3,554 shares; 2025Q1: not reported; 2025Q2: 3,554 shares; 2025Q3: 3,554 shares; 2025Q4: 3,554 shares 3,554 $229K 0.01% 0 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: 2,271 shares; 2024Q4: 2,390 shares; 2025Q1: 2,390 shares; 2025Q2: 2,390 shares; 2025Q3: 2,390 shares; 2025Q4: 2,417 shares 2,417 $226K 0.01% +27 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,048 shares 1,048 $224K 0.01% new 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: 3,076 shares; 2024Q4: 3,076 shares; 2025Q1: 3,076 shares; 2025Q2: 3,076 shares; 2025Q3: 3,076 shares; 2025Q4: 3,050 shares 3,050 $218K 0.01% -26 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: not reported; 2025Q2: 1,746 shares; 2025Q3: 1,746 shares; 2025Q4: 1,728 shares 1,728 $218K 0.01% -18 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,034 shares 2,034 $217K 0.01% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,635 shares 3,635 $213K 0.01% new Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,650 shares; 2025Q3: 1,550 shares; 2025Q4: 1,550 shares 1,550 $211K 0.01% 0 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,330 shares; 2024Q4: 1,330 shares; 2025Q1: 1,330 shares; 2025Q2: 1,823 shares; 2025Q3: 1,823 shares; 2025Q4: 1,667 shares 1,667 $210K 0.01% -156 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,049 shares; 2025Q2: not reported; 2025Q3: 2,833 shares; 2025Q4: 2,833 shares 2,833 $208K 0.01% 0 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: 14,135 shares; 2024Q4: 10,070 shares; 2025Q1: 10,070 shares; 2025Q2: 10,070 shares; 2025Q3: 9,570 shares; 2025Q4: 8,620 shares 8,620 $207K 0.01% -950 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,157 shares 1,157 $205K 0.01% new Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,664 shares 1,664 $204K 0.01% new 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: 13,628 shares; 2024Q4: 10,078 shares; 2025Q1: 10,078 shares; 2025Q2: 10,788 shares; 2025Q3: 10,388 shares; 2025Q4: 9,145 shares 9,145 $204K 0.01% -1,243 Timeline ESS ESSEX PPTY TR INC More: the full row for ESSEX PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 775 shares; 2025Q2: 775 shares; 2025Q3: 775 shares; 2025Q4: 775 shares 775 $203K 0.01% 0 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 952 shares; 2025Q3: 952 shares; 2025Q4: 952 shares 952 $202K 0.01% 0 Timeline GRNH GREENGRO TECHNOLOGIES INC COM More: the full row for GREENGRO TECHNOLOGIES INC COM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares 10,000 $0 0% 0 Value filed as zero, left out of ratios. 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