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: 1,083,210 shares; 2024Q4: 1,085,093 shares; 2025Q1: 1,083,078 shares; 2025Q2: 1,093,830 shares; 2025Q3: 1,029,510 shares; 2025Q4: 1,026,359 shares 1,026,359 $102M 9.73% -3,151 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: 136,941 shares; 2024Q4: 145,434 shares; 2025Q1: 144,181 shares; 2025Q2: 144,013 shares; 2025Q3: 153,862 shares; 2025Q4: 170,031 shares 170,031 $46.2M 4.42% +16,169 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: 9,076 shares; 2024Q4: 8,886 shares; 2025Q1: 8,839 shares; 2025Q2: 9,552 shares; 2025Q3: 16,775 shares; 2025Q4: 70,352 shares 70,352 $44.1M 4.22% +53,577 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: 65,683 shares; 2024Q4: 72,949 shares; 2025Q1: 73,651 shares; 2025Q2: 74,130 shares; 2025Q3: 74,120 shares; 2025Q4: 79,362 shares 79,362 $38.4M 3.67% +5,242 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 235,775 shares; 2024Q4: 224,497 shares; 2025Q1: 212,715 shares; 2025Q2: 207,182 shares; 2025Q3: 200,507 shares; 2025Q4: 204,600 shares 204,600 $36.4M 3.48% +4,093 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: 85,639 shares; 2024Q4: 87,568 shares; 2025Q1: 90,302 shares; 2025Q2: 91,794 shares; 2025Q3: 91,694 shares; 2025Q4: 92,908 shares 92,908 $32.2M 3.07% +1,214 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: 80,807 shares; 2024Q4: 85,663 shares; 2025Q1: 86,663 shares; 2025Q2: 87,294 shares; 2025Q3: 89,872 shares; 2025Q4: 94,549 shares 94,549 $29.6M 2.83% +4,677 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: 142,043 shares; 2024Q4: 138,483 shares; 2025Q1: 138,270 shares; 2025Q2: 138,619 shares; 2025Q3: 141,497 shares; 2025Q4: 147,074 shares 147,074 $27.4M 2.62% +5,577 Timeline CLH CLEAN HARBORS INC More: the full row for CLEAN HARBORS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,567 shares; 2024Q4: 109,565 shares; 2025Q1: 109,565 shares; 2025Q2: 109,120 shares; 2025Q3: 104,421 shares; 2025Q4: 105,852 shares 105,852 $24.8M 2.37% +1,431 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: 94,440 shares; 2024Q4: 97,116 shares; 2025Q1: 100,827 shares; 2025Q2: 100,916 shares; 2025Q3: 103,346 shares; 2025Q4: 106,935 shares 106,935 $22.1M 2.12% +3,589 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: 73,594 shares; 2024Q4: 77,092 shares; 2025Q1: 78,863 shares; 2025Q2: 79,997 shares; 2025Q3: 84,485 shares; 2025Q4: 95,138 shares 95,138 $22M 2.1% +10,653 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,000 shares; 2024Q4: 15,115 shares; 2025Q1: 15,772 shares; 2025Q2: 16,156 shares; 2025Q3: 16,852 shares; 2025Q4: 18,950 shares 18,950 $20.4M 1.95% +2,098 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: 51,484 shares; 2024Q4: 53,127 shares; 2025Q1: 53,791 shares; 2025Q2: 54,565 shares; 2025Q3: 55,932 shares; 2025Q4: 123,220 shares 123,220 $17.7M 1.7% +67,288 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 201,058 shares; 2024Q4: 280,987 shares; 2025Q1: 309,897 shares; 2025Q2: 309,809 shares; 2025Q3: 326,189 shares; 2025Q4: 373,406 shares 373,406 $17.6M 1.68% +47,217 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: 106,995 shares; 2024Q4: 115,704 shares; 2025Q1: 137,788 shares; 2025Q2: 140,862 shares; 2025Q3: 157,115 shares; 2025Q4: 392,441 shares 392,441 $16.8M 1.6% +235,326 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: 160,792 shares; 2024Q4: 174,569 shares; 2025Q1: 184,149 shares; 2025Q2: 180,196 shares; 2025Q3: 174,987 shares; 2025Q4: 187,246 shares 187,246 $15M 1.44% +12,259 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: 21,287 shares; 2024Q4: 21,241 shares; 2025Q1: 21,241 shares; 2025Q2: 57,173 shares; 2025Q3: 57,214 shares; 2025Q4: 62,502 shares 62,502 $13.7M 1.31% +5,288 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: 31,278 shares; 2024Q4: 32,317 shares; 2025Q1: 32,326 shares; 2025Q2: 32,742 shares; 2025Q3: 34,071 shares; 2025Q4: 37,009 shares 37,009 $13M 1.24% +2,938 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,020 shares; 2024Q4: 104,352 shares; 2025Q1: 112,401 shares; 2025Q2: 118,021 shares; 2025Q3: 135,152 shares; 2025Q4: 174,580 shares 174,580 $12.9M 1.24% +39,428 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: 63,531 shares; 2024Q4: 66,581 shares; 2025Q1: 72,071 shares; 2025Q2: 73,046 shares; 2025Q3: 75,073 shares; 2025Q4: 82,646 shares 82,646 $12.7M 1.21% +7,573 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: 78,322 shares; 2024Q4: 81,004 shares; 2025Q1: 85,064 shares; 2025Q2: 85,679 shares; 2025Q3: 94,337 shares; 2025Q4: 102,787 shares 102,787 $12.4M 1.18% +8,450 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: 28,175 shares; 2024Q4: 56,884 shares; 2025Q1: 57,520 shares; 2025Q2: 58,962 shares; 2025Q3: 60,528 shares; 2025Q4: 66,729 shares 66,729 $12.3M 1.17% +6,201 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: 13,302 shares; 2024Q4: 14,509 shares; 2025Q1: 16,178 shares; 2025Q2: 22,026 shares; 2025Q3: 22,085 shares; 2025Q4: 24,214 shares 24,214 $12.2M 1.16% +2,129 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,831 shares; 2024Q4: 16,121 shares; 2025Q1: 18,460 shares; 2025Q2: 18,473 shares; 2025Q3: 19,279 shares; 2025Q4: 20,295 shares 20,295 $11.5M 1.1% +1,016 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: 73,064 shares; 2024Q4: 75,128 shares; 2025Q1: 82,568 shares; 2025Q2: 85,347 shares; 2025Q3: 92,733 shares; 2025Q4: 102,822 shares 102,822 $11.5M 1.09% +10,089 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: 30,656 shares; 2024Q4: 35,020 shares; 2025Q1: 36,573 shares; 2025Q2: 37,505 shares; 2025Q3: 43,279 shares; 2025Q4: 47,916 shares 47,916 $10.9M 1.05% +4,637 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: 48,441 shares; 2024Q4: 52,527 shares; 2025Q1: 58,729 shares; 2025Q2: 58,523 shares; 2025Q3: 64,392 shares; 2025Q4: 71,511 shares 71,511 $10.9M 1.04% +7,119 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: 25,196 shares; 2025Q2: 26,059 shares; 2025Q3: 27,382 shares; 2025Q4: 31,585 shares 31,585 $10.6M 1.02% +4,203 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 155,183 shares; 2024Q4: 209,569 shares; 2025Q1: 187,790 shares; 2025Q2: 180,599 shares; 2025Q3: 214,067 shares; 2025Q4: 191,675 shares 191,675 $9.64M 0.92% -22,392 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,067 shares; 2024Q4: 14,727 shares; 2025Q1: 15,289 shares; 2025Q2: 15,543 shares; 2025Q3: 15,656 shares; 2025Q4: 16,868 shares 16,868 $9.62M 0.92% +1,212 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: 17,134 shares; 2024Q4: 19,396 shares; 2025Q1: 19,263 shares; 2025Q2: 18,824 shares; 2025Q3: 26,113 shares; 2025Q4: 29,562 shares 29,562 $9.53M 0.91% +3,449 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: 61,815 shares; 2025Q2: 62,856 shares; 2025Q3: 65,566 shares; 2025Q4: 76,346 shares 76,346 $9.37M 0.9% +10,780 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,638 shares; 2024Q4: 73,025 shares; 2025Q1: 79,621 shares; 2025Q2: 82,027 shares; 2025Q3: 86,080 shares; 2025Q4: 94,084 shares 94,084 $8.97M 0.86% +8,004 Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,227,832 shares; 2024Q4: 927,872 shares; 2025Q1: 827,863 shares; 2025Q2: 827,940 shares; 2025Q3: 729,940 shares; 2025Q4: 431,960 shares 431,960 $8.51M 0.81% -297,980 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: 67,570 shares; 2024Q4: 72,543 shares; 2025Q1: 81,952 shares; 2025Q2: 82,844 shares; 2025Q3: 86,171 shares; 2025Q4: 97,631 shares 97,631 $8.51M 0.81% +11,460 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,282 shares; 2024Q4: 10,831 shares; 2025Q1: 12,078 shares; 2025Q2: 12,300 shares; 2025Q3: 12,900 shares; 2025Q4: 14,558 shares 14,558 $8.31M 0.79% +1,658 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: 15,726 shares; 2024Q4: 16,509 shares; 2025Q1: 17,157 shares; 2025Q2: 17,201 shares; 2025Q3: 17,416 shares; 2025Q4: 16,771 shares 16,771 $8.11M 0.78% -645 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: 10,279 shares; 2024Q4: 10,226 shares; 2025Q1: 10,247 shares; 2025Q2: 10,770 shares; 2025Q3: 12,309 shares; 2025Q4: 13,031 shares 13,031 $8.01M 0.77% +722 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: 2,468 shares; 2024Q4: 2,468 shares; 2025Q1: 2,484 shares; 2025Q2: 8,758 shares; 2025Q3: 8,780 shares; 2025Q4: 8,788 shares 8,788 $7.72M 0.74% +8 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: 12,116 shares; 2024Q4: 12,293 shares; 2025Q1: 4,952 shares; 2025Q2: 9,062 shares; 2025Q3: 8,495 shares; 2025Q4: 8,694 shares 8,694 $7.5M 0.72% +199 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: 10,032 shares; 2024Q4: 10,543 shares; 2025Q1: 11,211 shares; 2025Q2: 11,483 shares; 2025Q3: 11,578 shares; 2025Q4: 12,841 shares 12,841 $7.44M 0.71% +1,263 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: 81,972 shares; 2024Q4: 86,230 shares; 2025Q1: 88,155 shares; 2025Q2: 88,224 shares; 2025Q3: 90,723 shares; 2025Q4: 50,768 shares 50,768 $7.28M 0.7% -39,955 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,448 shares; 2025Q1: 58,798 shares; 2025Q2: 61,374 shares; 2025Q3: 74,828 shares; 2025Q4: 87,287 shares 87,287 $7.13M 0.68% +12,459 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 96,984 shares; 2025Q4: 123,180 shares 123,180 $7.05M 0.67% +26,196 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: 17,923 shares; 2024Q4: 17,423 shares; 2025Q1: 17,412 shares; 2025Q2: 17,472 shares; 2025Q3: 17,703 shares; 2025Q4: 20,316 shares 20,316 $6.38M 0.61% +2,613 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,041 shares; 2024Q4: 56,461 shares; 2025Q1: 28,531 shares; 2025Q2: 26,031 shares; 2025Q3: 23,827 shares; 2025Q4: 22,373 shares 22,373 $6.24M 0.6% -1,454 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 90,440 shares; 2025Q3: 90,440 shares; 2025Q4: 90,440 shares 90,440 $6.06M 0.58% 0 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: 9,288 shares; 2024Q4: 9,363 shares; 2025Q1: 9,082 shares; 2025Q2: 5,589 shares; 2025Q3: 5,633 shares; 2025Q4: 12,563 shares 12,563 $5.95M 0.57% +6,930 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: 14,514 shares; 2024Q4: 15,973 shares; 2025Q1: 18,022 shares; 2025Q2: 18,634 shares; 2025Q3: 19,169 shares; 2025Q4: 21,973 shares 21,973 $5.69M 0.54% +2,804 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,398 shares; 2024Q4: 1,403 shares; 2025Q1: 1,403 shares; 2025Q2: 56,940 shares; 2025Q3: 56,520 shares; 2025Q4: 56,520 shares 56,520 $5.16M 0.49% 0 Timeline SGI SOMNIGROUP INTERNATIONAL INC More: the full row for SOMNIGROUP INTERNATIONAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,817 shares; 2024Q4: 5,817 shares; 2025Q1: 5,817 shares; 2025Q2: 53,479 shares; 2025Q3: 53,479 shares; 2025Q4: 56,911 shares 56,911 $5.08M 0.49% +3,432 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: 49,021 shares; 2025Q2: 51,148 shares; 2025Q3: 59,412 shares; 2025Q4: 51,738 shares 51,738 $4.11M 0.39% -7,674 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 37,504 shares; 2025Q2: 38,931 shares; 2025Q3: 43,142 shares; 2025Q4: 44,243 shares 44,243 $3.86M 0.37% +1,101 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,235 shares; 2024Q4: 9,707 shares; 2025Q1: 9,276 shares; 2025Q2: 8,645 shares; 2025Q3: 8,720 shares; 2025Q4: 8,973 shares 8,973 $3.7M 0.35% +253 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: 5,504 shares; 2024Q4: 5,487 shares; 2025Q1: 5,581 shares; 2025Q2: 5,488 shares; 2025Q3: 5,468 shares; 2025Q4: 5,347 shares 5,347 $3.65M 0.35% -121 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: 5,388 shares; 2024Q4: 5,586 shares; 2025Q1: 5,325 shares; 2025Q2: 4,749 shares; 2025Q3: 4,848 shares; 2025Q4: 5,249 shares 5,249 $3.6M 0.34% +401 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 25,883 shares; 2025Q1: 21,343 shares; 2025Q2: 21,346 shares; 2025Q3: 20,600 shares; 2025Q4: 20,619 shares 20,619 $3.53M 0.34% +19 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,984 shares; 2024Q4: 30,984 shares; 2025Q1: 30,984 shares; 2025Q2: 27,984 shares; 2025Q3: 28,268 shares; 2025Q4: 28,237 shares 28,237 $3.48M 0.33% -31 Timeline XYZ BLOCK INC More: the full row for BLOCK 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: 52,531 shares; 2025Q3: 52,531 shares; 2025Q4: 52,531 shares 52,531 $3.42M 0.33% 0 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: 3,753 shares; 2024Q4: 3,941 shares; 2025Q1: 3,971 shares; 2025Q2: 4,080 shares; 2025Q3: 4,885 shares; 2025Q4: 5,173 shares 5,173 $3.41M 0.33% +288 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,765 shares; 2024Q4: 17,765 shares; 2025Q1: 17,837 shares; 2025Q2: 86,071 shares; 2025Q3: 85,947 shares; 2025Q4: 85,869 shares 85,869 $3.18M 0.3% -78 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: 1,691 shares; 2024Q4: 1,691 shares; 2025Q1: 1,682 shares; 2025Q2: 11,909 shares; 2025Q3: 11,875 shares; 2025Q4: 11,841 shares 11,841 $3.18M 0.3% -34 Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 74,149 shares; 2025Q3: 75,939 shares; 2025Q4: 80,339 shares 80,339 $3.16M 0.3% +4,400 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,284 shares; 2024Q4: 42,896 shares; 2025Q1: 40,584 shares; 2025Q2: 41,108 shares; 2025Q3: 41,671 shares; 2025Q4: 44,371 shares 44,371 $3.08M 0.29% +2,700 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,864 shares; 2025Q1: 2,858 shares; 2025Q2: 2,858 shares; 2025Q3: 3,136 shares; 2025Q4: 2,746 shares 2,746 $2.94M 0.28% -390 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: 4,127 shares; 2024Q4: 4,552 shares; 2025Q1: 4,312 shares; 2025Q2: 21,870 shares; 2025Q3: 22,033 shares; 2025Q4: 22,082 shares 22,082 $2.93M 0.28% +49 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: 29,962 shares; 2024Q4: 35,417 shares; 2025Q1: 34,868 shares; 2025Q2: 36,086 shares; 2025Q3: 31,958 shares; 2025Q4: 65,025 shares 65,025 $2.91M 0.28% +33,067 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 71,825 shares; 2025Q4: 86,865 shares 86,865 $2.87M 0.27% +15,040 Timeline RECS COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 70,977 shares; 2025Q2: 64,672 shares; 2025Q3: 65,754 shares; 2025Q4: 70,002 shares 70,002 $2.86M 0.27% +4,248 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,231 shares; 2025Q4: 21,771 shares 21,771 $2.54M 0.24% +5,540 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,844 shares; 2025Q1: 17,791 shares; 2025Q2: 150,448 shares; 2025Q3: 17,883 shares; 2025Q4: 18,257 shares 18,257 $2.39M 0.23% +374 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: 4,151 shares; 2024Q4: 19,527 shares; 2025Q1: 21,567 shares; 2025Q2: 21,126 shares; 2025Q3: 22,004 shares; 2025Q4: 6,922 shares 6,922 $2.38M 0.23% -15,082 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: 4,683 shares; 2024Q4: 4,397 shares; 2025Q1: not reported; 2025Q2: 35,987 shares; 2025Q3: 36,140 shares; 2025Q4: 36,130 shares 36,130 $2.3M 0.22% -10 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 98,807 shares; 2025Q4: 96,200 shares 96,200 $2.28M 0.22% -2,607 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,695 shares; 2024Q4: 1,561 shares; 2025Q1: 1,561 shares; 2025Q2: 1,561 shares; 2025Q3: 1,561 shares; 2025Q4: 10,595 shares 10,595 $2.23M 0.21% +9,034 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: 9,609 shares; 2024Q4: 9,539 shares; 2025Q1: 9,695 shares; 2025Q2: 9,688 shares; 2025Q3: 10,429 shares; 2025Q4: 11,109 shares 11,109 $2.17M 0.21% +680 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,408 shares; 2025Q3: 4,750 shares; 2025Q4: 5,441 shares 5,441 $2.01M 0.19% +691 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,508 shares; 2024Q4: 3,509 shares; 2025Q1: 3,423 shares; 2025Q2: 8,025 shares; 2025Q3: 8,087 shares; 2025Q4: 8,100 shares 8,100 $2M 0.19% +13 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: 4,041 shares; 2024Q4: 5,610 shares; 2025Q1: 5,436 shares; 2025Q2: 5,433 shares; 2025Q3: 5,904 shares; 2025Q4: 5,882 shares 5,882 $1.93M 0.18% -22 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,510 shares; 2024Q4: 23,465 shares; 2025Q1: 21,869 shares; 2025Q2: 22,145 shares; 2025Q3: 22,289 shares; 2025Q4: 23,385 shares 23,385 $1.88M 0.18% +1,096 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: 4,462 shares; 2024Q4: 4,378 shares; 2025Q1: 2,995 shares; 2025Q2: 2,849 shares; 2025Q3: 3,715 shares; 2025Q4: 3,920 shares 3,920 $1.76M 0.17% +205 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: 16,689 shares; 2024Q4: 16,689 shares; 2025Q1: 16,668 shares; 2025Q2: 17,105 shares; 2025Q3: 25,911 shares; 2025Q4: 31,704 shares 31,704 $1.74M 0.17% +5,793 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: 11,825 shares; 2024Q4: 20,791 shares; 2025Q1: 20,778 shares; 2025Q2: 20,768 shares; 2025Q3: 21,594 shares; 2025Q4: 22,312 shares 22,312 $1.72M 0.16% +718 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: 25,596 shares 25,596 $1.67M 0.16% new Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,180 shares; 2024Q4: 2,222 shares; 2025Q1: 1,949 shares; 2025Q2: 1,905 shares; 2025Q3: 2,115 shares; 2025Q4: 2,453 shares 2,453 $1.65M 0.16% +338 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,707 shares; 2025Q1: 1,661 shares; 2025Q2: 1,661 shares; 2025Q3: 8,264 shares; 2025Q4: 10,198 shares 10,198 $1.64M 0.16% +1,934 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,089 shares; 2024Q4: 11,532 shares; 2025Q1: 17,639 shares; 2025Q2: 18,467 shares; 2025Q3: 18,104 shares; 2025Q4: 18,240 shares 18,240 $1.61M 0.15% +136 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,122 shares; 2024Q4: 28,137 shares; 2025Q1: 88,451 shares; 2025Q2: 16,485 shares; 2025Q3: 15,356 shares; 2025Q4: 15,340 shares 15,340 $1.6M 0.15% -16 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: 6,056 shares; 2024Q4: 6,326 shares; 2025Q1: 6,201 shares; 2025Q2: 6,200 shares; 2025Q3: 6,181 shares; 2025Q4: 6,206 shares 6,206 $1.6M 0.15% +25 Timeline VONG 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: 12,287 shares; 2025Q3: 12,422 shares; 2025Q4: 13,075 shares 13,075 $1.59M 0.15% +653 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: 20,776 shares; 2024Q4: 22,383 shares; 2025Q1: 21,862 shares; 2025Q2: 22,340 shares; 2025Q3: 22,694 shares; 2025Q4: 24,057 shares 24,057 $1.59M 0.15% +1,363 Timeline VSXY VICTORIAS SECRET AND CO More: the full row for VICTORIAS SECRET AND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28,799 shares; 2025Q3: 28,799 shares; 2025Q4: 28,799 shares 28,799 $1.56M 0.15% 0 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,952 shares; 2024Q4: 3,951 shares; 2025Q1: 3,941 shares; 2025Q2: 3,940 shares; 2025Q3: 3,940 shares; 2025Q4: 3,940 shares 3,940 $1.53M 0.15% 0 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: 6,399 shares; 2024Q4: 8,225 shares; 2025Q1: 7,698 shares; 2025Q2: 7,733 shares; 2025Q3: 9,652 shares; 2025Q4: 10,623 shares 10,623 $1.52M 0.15% +971 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: 3,539 shares; 2024Q4: 3,364 shares; 2025Q1: 3,295 shares; 2025Q2: 3,283 shares; 2025Q3: 3,349 shares; 2025Q4: 3,519 shares 3,519 $1.5M 0.14% +170 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: 10,282 shares; 2024Q4: 11,169 shares; 2025Q1: 10,968 shares; 2025Q2: 11,280 shares; 2025Q3: 11,365 shares; 2025Q4: 11,905 shares 11,905 $1.43M 0.14% +540 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: not reported; 2024Q4: 3,758 shares; 2025Q1: 3,432 shares; 2025Q2: 3,236 shares; 2025Q3: 4,212 shares; 2025Q4: 4,673 shares 4,673 $1.43M 0.14% +461 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,556 shares; 2025Q4: 4,464 shares 4,464 $1.36M 0.13% +2,908 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: 6,017 shares; 2024Q4: 5,951 shares; 2025Q1: 5,719 shares; 2025Q2: 5,675 shares; 2025Q3: 5,484 shares; 2025Q4: 5,623 shares 5,623 $1.36M 0.13% +139 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,340 shares; 2024Q4: 4,225 shares; 2025Q1: 4,288 shares; 2025Q2: 4,226 shares; 2025Q3: 4,354 shares; 2025Q4: 4,406 shares 4,406 $1.3M 0.12% +52 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: 7,986 shares; 2024Q4: 10,531 shares; 2025Q1: 10,318 shares; 2025Q2: 10,235 shares; 2025Q3: 10,269 shares; 2025Q4: 10,364 shares 10,364 $1.3M 0.12% +95 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: 3,956 shares; 2024Q4: 3,828 shares; 2025Q1: 3,824 shares; 2025Q2: 3,821 shares; 2025Q3: 4,023 shares; 2025Q4: 4,075 shares 4,075 $1.3M 0.12% +52 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: 3,760 shares; 2024Q4: 3,748 shares; 2025Q1: 3,583 shares; 2025Q2: 3,595 shares; 2025Q3: 4,260 shares; 2025Q4: 4,299 shares 4,299 $1.27M 0.12% +39 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: 1,590 shares; 2024Q4: 1,590 shares; 2025Q1: 1,456 shares; 2025Q2: 1,467 shares; 2025Q3: 2,099 shares; 2025Q4: 2,141 shares 2,141 $1.23M 0.12% +42 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: 5,039 shares; 2024Q4: 5,540 shares; 2025Q1: 5,540 shares; 2025Q2: 5,540 shares; 2025Q3: 5,921 shares; 2025Q4: 6,631 shares 6,631 $1.22M 0.12% +710 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: 22,037 shares; 2024Q4: 68,443 shares; 2025Q1: 75,852 shares; 2025Q2: 75,866 shares; 2025Q3: 10,994 shares; 2025Q4: 11,352 shares 11,352 $1.19M 0.11% +358 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: 3,482 shares; 2024Q4: 3,425 shares; 2025Q1: 3,357 shares; 2025Q2: 3,326 shares; 2025Q3: 3,314 shares; 2025Q4: 3,344 shares 3,344 $1.18M 0.11% +30 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: 3,923 shares; 2024Q4: 3,922 shares; 2025Q1: 3,922 shares; 2025Q2: 3,920 shares; 2025Q3: 4,020 shares; 2025Q4: 4,020 shares 4,020 $1.16M 0.11% 0 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: 6,985 shares; 2024Q4: 6,990 shares; 2025Q1: 5,040 shares; 2025Q2: 5,035 shares; 2025Q3: 12,524 shares; 2025Q4: 15,873 shares 15,873 $1.11M 0.11% +3,349 Timeline GSLC 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: 9,773 shares; 2024Q4: 8,884 shares; 2025Q1: 8,607 shares; 2025Q2: 8,362 shares; 2025Q3: 8,302 shares; 2025Q4: 8,097 shares 8,097 $1.07M 0.1% -205 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,015 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares 5,000 $1.07M 0.1% 0 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,524 shares; 2025Q3: 15,524 shares; 2025Q4: 15,524 shares 15,524 $1.04M 0.1% 0 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,852 shares; 2024Q4: 4,852 shares; 2025Q1: 4,853 shares; 2025Q2: 4,852 shares; 2025Q3: 5,086 shares; 2025Q4: 5,045 shares 5,045 $1.04M 0.1% -41 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: 5,000 shares; 2024Q4: 5,622 shares; 2025Q1: 5,610 shares; 2025Q2: 5,616 shares; 2025Q3: 5,664 shares; 2025Q4: 5,195 shares 5,195 $1.01M 0.1% -469 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: 4,753 shares; 2024Q4: 4,798 shares; 2025Q1: 4,753 shares; 2025Q2: 4,753 shares; 2025Q3: 4,753 shares; 2025Q4: 15,802 shares 15,802 $987K 0.09% +11,049 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: not reported; 2025Q1: not reported; 2025Q2: 4,218 shares; 2025Q3: 4,249 shares; 2025Q4: 4,292 shares 4,292 $977K 0.09% +43 Timeline SSB SOUTHSTATE BK CORP More: the full row for SOUTHSTATE BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,364 shares; 2025Q4: 10,364 shares 10,364 $975K 0.09% 0 Timeline AR ANTERO RESOURCES CORP More: the full row for ANTERO RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28,229 shares; 2025Q3: 28,229 shares; 2025Q4: 28,229 shares 28,229 $973K 0.09% 0 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,010 shares; 2024Q4: 6,010 shares; 2025Q1: 6,010 shares; 2025Q2: 6,005 shares; 2025Q3: 6,005 shares; 2025Q4: 7,574 shares 7,574 $966K 0.09% +1,569 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,514 shares; 2024Q4: 3,514 shares; 2025Q1: 3,423 shares; 2025Q2: 3,423 shares; 2025Q3: 3,132 shares; 2025Q4: 2,959 shares 2,959 $959K 0.09% -173 Timeline QQQJ 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: 20,776 shares; 2024Q4: 20,523 shares; 2025Q1: 24,391 shares; 2025Q2: 24,101 shares; 2025Q3: 25,158 shares; 2025Q4: 25,814 shares 25,814 $951K 0.09% +656 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,527 shares; 2024Q4: 2,674 shares; 2025Q1: 1,873 shares; 2025Q2: 1,844 shares; 2025Q3: 1,707 shares; 2025Q4: 1,709 shares 1,709 $893K 0.09% +2 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: 1,250 shares; 2024Q4: 2,123 shares; 2025Q1: 2,123 shares; 2025Q2: 2,109 shares; 2025Q3: 2,227 shares; 2025Q4: 2,256 shares 2,256 $878K 0.08% +29 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,123 shares; 2024Q4: 5,123 shares; 2025Q1: 5,123 shares; 2025Q2: 5,123 shares; 2025Q3: 5,123 shares; 2025Q4: 5,123 shares 5,123 $873K 0.08% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,930 shares; 2025Q3: 12,925 shares; 2025Q4: 12,930 shares 12,930 $869K 0.08% +5 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: 9,722 shares; 2024Q4: 11,366 shares; 2025Q1: 11,121 shares; 2025Q2: 11,121 shares; 2025Q3: 10,771 shares; 2025Q4: 10,856 shares 10,856 $858K 0.08% +85 Timeline PAYC PAYCOM SOFTWARE INC More: the full row for PAYCOM SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,338 shares; 2024Q4: 5,338 shares; 2025Q1: 5,334 shares; 2025Q2: 5,334 shares; 2025Q3: 5,334 shares; 2025Q4: 5,334 shares 5,334 $850K 0.08% 0 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,937 shares; 2024Q4: 1,911 shares; 2025Q1: 1,870 shares; 2025Q2: 1,852 shares; 2025Q3: 1,852 shares; 2025Q4: 2,715 shares 2,715 $831K 0.08% +863 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: 1,854 shares; 2024Q4: 1,854 shares; 2025Q1: 2,535 shares; 2025Q2: 2,525 shares; 2025Q3: 2,492 shares; 2025Q4: 2,462 shares 2,462 $825K 0.08% -30 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: 3,975 shares; 2024Q4: 8,855 shares; 2025Q1: 8,511 shares; 2025Q2: 8,511 shares; 2025Q3: 8,511 shares; 2025Q4: 8,516 shares 8,516 $820K 0.08% +5 Timeline CPB THE CAMPBELLS COMPANY More: the full row for THE CAMPBELLS COMPANY 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: 28,612 shares; 2025Q3: 28,612 shares; 2025Q4: 29,069 shares 29,069 $810K 0.08% +457 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,905 shares; 2024Q4: 2,909 shares; 2025Q1: 2,908 shares; 2025Q2: 2,899 shares; 2025Q3: 2,901 shares; 2025Q4: 2,969 shares 2,969 $805K 0.08% +68 Timeline RPV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,220 shares; 2024Q4: 7,995 shares; 2025Q1: 7,766 shares; 2025Q2: 7,766 shares; 2025Q3: 7,583 shares; 2025Q4: 7,579 shares 7,579 $783K 0.07% -4 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,920 shares; 2024Q4: 8,920 shares; 2025Q1: 8,920 shares; 2025Q2: 8,920 shares; 2025Q3: 8,920 shares; 2025Q4: 8,920 shares 8,920 $769K 0.07% 0 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,864 shares; 2025Q4: 6,279 shares 6,279 $764K 0.07% +3,415 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,068 shares; 2024Q4: 1,080 shares; 2025Q1: 1,102 shares; 2025Q2: 888 shares; 2025Q3: 865 shares; 2025Q4: 939 shares 939 $760K 0.07% +74 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: 2,186 shares; 2024Q4: 4,398 shares; 2025Q1: 4,395 shares; 2025Q2: 4,380 shares; 2025Q3: 4,450 shares; 2025Q4: 4,370 shares 4,370 $758K 0.07% -80 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: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares 1 $755K 0.07% 0 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: 1,144 shares; 2024Q4: 1,142 shares; 2025Q1: 1,142 shares; 2025Q2: 1,142 shares; 2025Q3: 1,222 shares; 2025Q4: 1,298 shares 1,298 $735K 0.07% +76 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,903 shares; 2024Q4: 13,893 shares; 2025Q1: 13,913 shares; 2025Q2: 13,908 shares; 2025Q3: 14,439 shares; 2025Q4: 14,350 shares 14,350 $729K 0.07% -89 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: 15,733 shares; 2024Q4: 16,981 shares; 2025Q1: 3,593 shares; 2025Q2: 3,597 shares; 2025Q3: 2,379 shares; 2025Q4: 2,207 shares 2,207 $729K 0.07% -172 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,539 shares; 2024Q4: 2,539 shares; 2025Q1: 2,533 shares; 2025Q2: 2,532 shares; 2025Q3: 3,093 shares; 2025Q4: 4,701 shares 4,701 $725K 0.07% +1,608 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,129 shares; 2025Q4: 7,735 shares 7,735 $721K 0.07% +606 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: 11,440 shares; 2024Q4: 11,932 shares; 2025Q1: 5,163 shares; 2025Q2: 4,787 shares; 2025Q3: 4,584 shares; 2025Q4: 4,615 shares 4,615 $714K 0.07% +31 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: 8,597 shares; 2024Q4: 8,436 shares; 2025Q1: 5,097 shares; 2025Q2: 4,460 shares; 2025Q3: 5,380 shares; 2025Q4: 5,517 shares 5,517 $704K 0.07% +137 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,088 shares; 2025Q4: 1,705 shares 1,705 $676K 0.06% -383 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,878 shares; 2024Q4: 1,903 shares; 2025Q1: 1,838 shares; 2025Q2: 1,840 shares; 2025Q3: 1,855 shares; 2025Q4: 1,906 shares 1,906 $673K 0.06% +51 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,240 shares; 2024Q4: 4,245 shares; 2025Q1: 4,065 shares; 2025Q2: 4,060 shares; 2025Q3: 4,053 shares; 2025Q4: 4,053 shares 4,053 $661K 0.06% 0 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,037 shares; 2024Q4: 9,623 shares; 2025Q1: 8,931 shares; 2025Q2: 9,237 shares; 2025Q3: 8,666 shares; 2025Q4: 8,146 shares 8,146 $643K 0.06% -520 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: 6,945 shares; 2024Q4: 6,936 shares; 2025Q1: 6,947 shares; 2025Q2: 6,945 shares; 2025Q3: 7,993 shares; 2025Q4: 7,631 shares 7,631 $643K 0.06% -362 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: 850 shares; 2024Q4: 850 shares; 2025Q1: not reported; 2025Q2: 850 shares; 2025Q3: 850 shares; 2025Q4: 2,425 shares 2,425 $626K 0.06% +1,575 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: 1,947 shares; 2024Q4: 1,849 shares; 2025Q1: 1,177 shares; 2025Q2: 1,218 shares; 2025Q3: 1,174 shares; 2025Q4: 1,219 shares 1,219 $623K 0.06% +45 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,925 shares 2,925 $620K 0.06% new Timeline MOD MODINE MFG CO More: the full row for MODINE MFG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,227 shares; 2024Q4: 7,141 shares; 2025Q1: 4,473 shares; 2025Q2: 4,378 shares; 2025Q3: 4,378 shares; 2025Q4: 4,587 shares 4,587 $612K 0.06% +209 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,858 shares; 2025Q4: 3,235 shares 3,235 $600K 0.06% +377 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL 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: 2,588 shares; 2025Q4: 2,608 shares 2,608 $590K 0.06% +20 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC 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: 17,350 shares; 2025Q3: 17,350 shares; 2025Q4: 11,688 shares 11,688 $587K 0.06% -5,662 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,098 shares; 2025Q1: 2,098 shares; 2025Q2: 2,098 shares; 2025Q3: 2,098 shares; 2025Q4: 2,098 shares 2,098 $586K 0.06% 0 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,002 shares; 2024Q4: 2,003 shares; 2025Q1: 2,542 shares; 2025Q2: 2,577 shares; 2025Q3: 2,649 shares; 2025Q4: 2,774 shares 2,774 $577K 0.06% +125 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA 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: 595 shares; 2025Q4: 616 shares 616 $575K 0.05% +21 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,436 shares; 2025Q4: 3,323 shares 3,323 $574K 0.05% +1,887 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 779 shares; 2024Q4: 707 shares; 2025Q1: 746 shares; 2025Q2: 749 shares; 2025Q3: 759 shares; 2025Q4: 759 shares 759 $572K 0.05% 0 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,813 shares; 2024Q4: 2,808 shares; 2025Q1: 2,804 shares; 2025Q2: 2,800 shares; 2025Q3: 3,063 shares; 2025Q4: 3,048 shares 3,048 $565K 0.05% -15 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 744 shares; 2024Q4: 865 shares; 2025Q1: 1,067 shares; 2025Q2: 855 shares; 2025Q3: 1,007 shares; 2025Q4: 1,206 shares 1,206 $565K 0.05% +199 Timeline TFLO 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: 11,199 shares 11,199 $565K 0.05% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 849 shares; 2025Q4: 1,829 shares 1,829 $563K 0.05% +980 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,276 shares; 2025Q2: 4,545 shares; 2025Q3: 4,591 shares; 2025Q4: 4,854 shares 4,854 $560K 0.05% +263 Timeline PFGC PERFORMANCE FOOD GROUP CO More: the full row for PERFORMANCE FOOD GROUP CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,746 shares; 2024Q4: 12,565 shares; 2025Q1: 6,898 shares; 2025Q2: 7,082 shares; 2025Q3: 6,509 shares; 2025Q4: 6,053 shares 6,053 $544K 0.05% -456 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,535 shares 2,535 $537K 0.05% new Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,389 shares; 2025Q4: 1,845 shares 1,845 $527K 0.05% +456 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: 6,982 shares; 2024Q4: 7,897 shares; 2025Q1: 7,922 shares; 2025Q2: 7,432 shares; 2025Q3: 11,972 shares; 2025Q4: 9,650 shares 9,650 $519K 0.05% -2,322 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: 19,685 shares; 2024Q4: 20,401 shares; 2025Q1: 2,611 shares; 2025Q2: 2,618 shares; 2025Q3: 2,420 shares; 2025Q4: 2,072 shares 2,072 $512K 0.05% -348 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,897 shares; 2024Q4: 2,522 shares; 2025Q1: 2,522 shares; 2025Q2: 2,522 shares; 2025Q3: 2,522 shares; 2025Q4: 2,523 shares 2,523 $512K 0.05% +1 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 609 shares; 2025Q2: 1,053 shares; 2025Q3: 1,049 shares; 2025Q4: 1,037 shares 1,037 $506K 0.05% -12 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: 3,746 shares; 2024Q4: 3,675 shares; 2025Q1: 3,634 shares; 2025Q2: 2,957 shares; 2025Q3: 2,916 shares; 2025Q4: 2,951 shares 2,951 $505K 0.05% +35 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: 397 shares; 2024Q4: 400 shares; 2025Q1: 411 shares; 2025Q2: 412 shares; 2025Q3: 507 shares; 2025Q4: 5,237 shares 5,237 $491K 0.05% +4,730 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,487 shares; 2025Q4: 2,235 shares 2,235 $485K 0.05% +748 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,014 shares; 2025Q4: 2,081 shares 2,081 $481K 0.05% +67 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,431 shares; 2025Q3: 1,731 shares; 2025Q4: 1,742 shares 1,742 $480K 0.05% +11 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,835 shares; 2024Q4: 33,732 shares; 2025Q1: 34,877 shares; 2025Q2: 34,145 shares; 2025Q3: 4,456 shares; 2025Q4: 3,177 shares 3,177 $478K 0.05% -1,279 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,050 shares; 2024Q4: 2,050 shares; 2025Q1: 2,047 shares; 2025Q2: 2,040 shares; 2025Q3: 2,177 shares; 2025Q4: 2,249 shares 2,249 $469K 0.04% +72 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: 1,080 shares; 2025Q1: 1,082 shares; 2025Q2: 1,082 shares; 2025Q3: 1,085 shares; 2025Q4: 1,107 shares 1,107 $467K 0.04% +22 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: 3,488 shares; 2024Q4: 3,056 shares; 2025Q1: 3,056 shares; 2025Q2: 2,743 shares; 2025Q3: 2,743 shares; 2025Q4: 5,162 shares 5,162 $462K 0.04% +2,419 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: 41,157 shares; 2024Q4: 6,424 shares; 2025Q1: 3,899 shares; 2025Q2: 3,899 shares; 2025Q3: 4,055 shares; 2025Q4: 4,748 shares 4,748 $456K 0.04% +693 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,200 shares; 2025Q1: not reported; 2025Q2: 1,200 shares; 2025Q3: 2,738 shares; 2025Q4: 2,930 shares 2,930 $453K 0.04% +192 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: 4,590 shares; 2024Q4: 4,530 shares; 2025Q1: 4,462 shares; 2025Q2: 4,399 shares; 2025Q3: 4,092 shares; 2025Q4: 4,040 shares 4,040 $453K 0.04% -52 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,704 shares 6,704 $451K 0.04% new Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,255 shares; 2025Q4: 6,842 shares 6,842 $440K 0.04% +1,587 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,853 shares; 2024Q4: 28,853 shares; 2025Q1: 23,987 shares; 2025Q2: 24,037 shares; 2025Q3: 25,178 shares; 2025Q4: 25,178 shares 25,178 $437K 0.04% 0 Timeline DXPE DXP ENTERPRISES INC More: the full row for DXP ENTERPRISES 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: 4,553 shares; 2025Q4: 3,937 shares 3,937 $432K 0.04% -616 Timeline RMT ROYCE MICRO-CAP TR INC More: the full row for ROYCE MICRO-CAP 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: not reported; 2025Q2: not reported; 2025Q3: 38,468 shares; 2025Q4: 41,317 shares 41,317 $431K 0.04% +2,849 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: 2,007 shares; 2024Q4: 2,007 shares; 2025Q1: 2,001 shares; 2025Q2: 2,001 shares; 2025Q3: 2,093 shares; 2025Q4: 2,024 shares 2,024 $429K 0.04% -69 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,790 shares; 2024Q4: 3,756 shares; 2025Q1: 1,567 shares; 2025Q2: 1,538 shares; 2025Q3: 1,561 shares; 2025Q4: 1,666 shares 1,666 $428K 0.04% +105 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: 27,426 shares; 2024Q4: 29,296 shares; 2025Q1: 1,738 shares; 2025Q2: 1,799 shares; 2025Q3: 1,783 shares; 2025Q4: 1,813 shares 1,813 $415K 0.04% +30 Timeline LRN STRIDE INC More: the full row for STRIDE 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: 1,497 shares; 2025Q4: 6,326 shares 6,326 $411K 0.04% +4,829 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: 6,891 shares; 2024Q4: 6,863 shares; 2025Q1: 7,674 shares; 2025Q2: 7,477 shares; 2025Q3: 9,108 shares; 2025Q4: 11,219 shares 11,219 $407K 0.04% +2,111 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,972 shares; 2024Q4: 2,068 shares; 2025Q1: 2,068 shares; 2025Q2: 2,068 shares; 2025Q3: 2,068 shares; 2025Q4: 2,074 shares 2,074 $403K 0.04% +6 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: 5,040 shares; 2024Q4: 5,040 shares; 2025Q1: 5,040 shares; 2025Q2: 5,083 shares; 2025Q3: 5,083 shares; 2025Q4: 5,145 shares 5,145 $400K 0.04% +62 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: not reported; 2024Q4: 1,889 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,176 shares; 2025Q4: 3,502 shares 3,502 $398K 0.04% +326 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: 1,186 shares; 2024Q4: 1,186 shares; 2025Q1: 1,185 shares; 2025Q2: 1,185 shares; 2025Q3: 1,264 shares; 2025Q4: 1,276 shares 1,276 $398K 0.04% +12 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,700 shares; 2025Q1: 2,704 shares; 2025Q2: 2,701 shares; 2025Q3: 3,602 shares; 2025Q4: 3,036 shares 3,036 $395K 0.04% -566 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,937 shares; 2025Q1: not reported; 2025Q2: 2,014 shares; 2025Q3: 2,206 shares; 2025Q4: 2,446 shares 2,446 $394K 0.04% +240 Timeline AGX ARGAN INC More: the full row for ARGAN 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: 1,189 shares; 2025Q3: 1,194 shares; 2025Q4: 1,231 shares 1,231 $386K 0.04% +37 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: 10,901 shares; 2024Q4: 16,807 shares; 2025Q1: 15,985 shares; 2025Q2: 13,005 shares; 2025Q3: 8,105 shares; 2025Q4: 9,411 shares 9,411 $383K 0.04% +1,306 Timeline RVT ROYCE SMALL CAP TRUST INC More: the full row for ROYCE SMALL CAP TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,859 shares; 2025Q4: 23,640 shares 23,640 $381K 0.04% +2,781 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 319 shares; 2024Q4: 369 shares; 2025Q1: 351 shares; 2025Q2: 350 shares; 2025Q3: 381 shares; 2025Q4: 433 shares 433 $381K 0.04% +52 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS 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: 851 shares; 2025Q4: 1,063 shares 1,063 $380K 0.04% +212 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,505 shares; 2025Q1: 1,505 shares; 2025Q2: 1,505 shares; 2025Q3: 1,505 shares; 2025Q4: 1,505 shares 1,505 $370K 0.04% 0 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,729 shares; 2025Q2: 9,156 shares; 2025Q3: 11,942 shares; 2025Q4: 12,066 shares 12,066 $368K 0.04% +124 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,780 shares; 2024Q4: 2,756 shares; 2025Q1: 1,859 shares; 2025Q2: 1,665 shares; 2025Q3: 1,505 shares; 2025Q4: 1,020 shares 1,020 $357K 0.03% -485 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,787 shares; 2024Q4: 8,252 shares; 2025Q1: 9,398 shares; 2025Q2: 9,370 shares; 2025Q3: 60,694 shares; 2025Q4: 6,682 shares 6,682 $353K 0.03% -54,012 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,833 shares; 2025Q4: 5,014 shares 5,014 $352K 0.03% +1,181 Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,164 shares 3,164 $351K 0.03% new 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: 1,725 shares; 2024Q4: 1,722 shares; 2025Q1: 1,722 shares; 2025Q2: 1,722 shares; 2025Q3: 1,869 shares; 2025Q4: 2,158 shares 2,158 $350K 0.03% +289 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,747 shares; 2025Q4: 1,747 shares 1,747 $344K 0.03% 0 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,006 shares; 2024Q4: 1,006 shares; 2025Q1: 981 shares; 2025Q2: 981 shares; 2025Q3: 1,502 shares; 2025Q4: 1,687 shares 1,687 $343K 0.03% +185 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: 13,210 shares; 2024Q4: 12,128 shares; 2025Q1: 12,268 shares; 2025Q2: 12,268 shares; 2025Q3: 13,128 shares; 2025Q4: 13,756 shares 13,756 $342K 0.03% +628 Timeline ITRN ITURAN LOCATION AND CONTROL More: the full row for ITURAN LOCATION AND CONTROL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,209 shares; 2025Q2: 7,669 shares; 2025Q3: 7,426 shares; 2025Q4: 7,868 shares 7,868 $338K 0.03% +442 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: 101 shares; 2024Q4: 101 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 99 shares; 2025Q4: 99 shares 99 $336K 0.03% 0 Timeline ZION ZIONS BANCORPORATION NATL AS More: the full row for ZIONS BANCORPORATION NATL AS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,713 shares 5,713 $334K 0.03% new Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,633 shares; 2024Q4: 1,634 shares; 2025Q1: 1,634 shares; 2025Q2: 1,632 shares; 2025Q3: 1,350 shares; 2025Q4: 1,267 shares 1,267 $333K 0.03% -83 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: 1,684 shares; 2025Q4: 1,871 shares 1,871 $332K 0.03% +187 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,609 shares 1,609 $332K 0.03% new Timeline BALY BALLYS CORPORATION More: the full row for BALLYS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,000 shares; 2025Q2: 20,000 shares; 2025Q3: 20,000 shares; 2025Q4: 20,000 shares 20,000 $330K 0.03% 0 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,336 shares; 2024Q4: 2,336 shares; 2025Q1: 2,336 shares; 2025Q2: 2,336 shares; 2025Q3: 2,336 shares; 2025Q4: 2,336 shares 2,336 $330K 0.03% 0 Timeline SPXC SPX TECHNOLOGIES INC More: the full row for SPX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,626 shares 1,626 $325K 0.03% new Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,011 shares; 2025Q4: 1,108 shares 1,108 $325K 0.03% +97 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION 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: 1,508 shares; 2025Q4: 2,026 shares 2,026 $323K 0.03% +518 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: not reported; 2025Q2: not reported; 2025Q3: 3,226 shares; 2025Q4: 3,226 shares 3,226 $320K 0.03% 0 Timeline BURL BURLINGTON STORES INC More: the full row for BURLINGTON STORES 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: 1,106 shares 1,106 $319K 0.03% new Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW 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: 9,261 shares 9,261 $319K 0.03% new Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,678 shares; 2025Q4: 2,174 shares 2,174 $319K 0.03% +496 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: 20,383 shares; 2024Q4: 22,276 shares; 2025Q1: 25,933 shares; 2025Q2: 27,113 shares; 2025Q3: 27,753 shares; 2025Q4: 1,139 shares 1,139 $313K 0.03% -26,614 Timeline HIMS HIMS & HERS HEALTH INC More: the full row for HIMS & HERS HEALTH 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: 9,570 shares 9,570 $311K 0.03% new Timeline UMBF UMB FINL CORP More: the full row for UMB FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,701 shares 2,701 $311K 0.03% new 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: 1,387 shares; 2025Q4: 1,432 shares 1,432 $307K 0.03% +45 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: 1,401 shares; 2024Q4: 1,402 shares; 2025Q1: 1,407 shares; 2025Q2: 1,401 shares; 2025Q3: 1,452 shares; 2025Q4: 1,425 shares 1,425 $306K 0.03% -27 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,540 shares 1,540 $306K 0.03% new Timeline PIPR PIPER SANDLER COS More: the full row for PIPER SANDLER COS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 840 shares; 2024Q4: 825 shares; 2025Q1: 854 shares; 2025Q2: 845 shares; 2025Q3: 861 shares; 2025Q4: 898 shares 898 $305K 0.03% +37 Timeline BSTZ BLACKROCK SCIENCE & TECHNOLO More: the full row for BLACKROCK SCIENCE & TECHNOLO 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: 13,380 shares 13,380 $303K 0.03% new Timeline IDCC INTERDIGITAL INC More: the full row for INTERDIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 950 shares 950 $302K 0.03% new 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: 618 shares; 2024Q4: 619 shares; 2025Q1: 613 shares; 2025Q2: 613 shares; 2025Q3: 603 shares; 2025Q4: 649 shares 649 $302K 0.03% +46 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,972 shares 3,972 $302K 0.03% new Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,002 shares 4,002 $301K 0.03% new Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,659 shares; 2024Q4: 1,659 shares; 2025Q1: 1,523 shares; 2025Q2: 1,524 shares; 2025Q3: 1,524 shares; 2025Q4: 1,524 shares 1,524 $298K 0.03% 0 Timeline ROL ROLLINS INC More: the full row for ROLLINS 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: 3,845 shares; 2025Q4: 4,957 shares 4,957 $297K 0.03% +1,112 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 923 shares; 2025Q4: 1,208 shares 1,208 $290K 0.03% +285 Timeline TIGR UP FINTECH HLDG LTD More: the full row for UP FINTECH HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 30,300 shares 30,300 $290K 0.03% new Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,177 shares; 2025Q3: 2,393 shares; 2025Q4: 2,393 shares 2,393 $287K 0.03% 0 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,127 shares; 2025Q1: 2,127 shares; 2025Q2: 2,127 shares; 2025Q3: 2,127 shares; 2025Q4: 2,127 shares 2,127 $284K 0.03% 0 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,462 shares 1,462 $280K 0.03% new Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,195 shares; 2024Q4: 1,201 shares; 2025Q1: 1,240 shares; 2025Q2: 1,185 shares; 2025Q3: 898 shares; 2025Q4: 1,042 shares 1,042 $276K 0.03% +144 Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT 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: 1,140 shares 1,140 $276K 0.03% new Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 420 shares 420 $274K 0.03% new 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: 3,022 shares; 2024Q4: 3,322 shares; 2025Q1: 3,110 shares; 2025Q2: 3,075 shares; 2025Q3: 3,204 shares; 2025Q4: 2,683 shares 2,683 $271K 0.03% -521 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: not reported; 2024Q4: 1,050 shares; 2025Q1: 1,052 shares; 2025Q2: 1,051 shares; 2025Q3: 1,051 shares; 2025Q4: 1,230 shares 1,230 $270K 0.03% +179 Timeline ZWS ZURN ELKAY WATER SOLNS CORP More: the full row for ZURN ELKAY WATER SOLNS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,774 shares 5,774 $268K 0.03% new Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,983 shares; 2024Q4: 35,548 shares; 2025Q1: 37,037 shares; 2025Q2: 37,003 shares; 2025Q3: 36,963 shares; 2025Q4: 2,429 shares 2,429 $268K 0.03% -34,534 Timeline PENG PENGUIN SOLUTIONS INC More: the full row for PENGUIN SOLUTIONS 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: 13,676 shares 13,676 $268K 0.03% new Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,135 shares; 2024Q4: 1,080 shares; 2025Q1: 1,058 shares; 2025Q2: 1,017 shares; 2025Q3: 925 shares; 2025Q4: 925 shares 925 $266K 0.03% 0 Timeline PARR PAR PAC HOLDINGS INC More: the full row for PAR PAC HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,444 shares 7,444 $262K 0.03% new Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,853 shares; 2025Q3: 1,853 shares; 2025Q4: 1,853 shares 1,853 $262K 0.02% 0 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,052 shares; 2024Q4: 1,052 shares; 2025Q1: 1,052 shares; 2025Q2: 1,052 shares; 2025Q3: 735 shares; 2025Q4: 735 shares 735 $259K 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: not reported; 2025Q2: not reported; 2025Q3: 204 shares; 2025Q4: 213 shares 213 $259K 0.02% +9 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,076 shares; 2024Q4: 5,076 shares; 2025Q1: 5,066 shares; 2025Q2: 5,071 shares; 2025Q3: 5,071 shares; 2025Q4: 5,218 shares 5,218 $257K 0.02% +147 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 823 shares; 2025Q4: 878 shares 878 $255K 0.02% +55 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,278 shares; 2025Q4: 1,162 shares 1,162 $252K 0.02% -116 Timeline ACM AECOM More: the full row for AECOM 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: 2,615 shares 2,615 $249K 0.02% new 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: 590 shares; 2024Q4: 579 shares; 2025Q1: 579 shares; 2025Q2: 567 shares; 2025Q3: 567 shares; 2025Q4: 517 shares 517 $248K 0.02% -50 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,556 shares; 2025Q2: 5,302 shares; 2025Q3: 5,302 shares; 2025Q4: 5,689 shares 5,689 $248K 0.02% +387 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,623 shares; 2024Q4: 2,408 shares; 2025Q1: 1,369 shares; 2025Q2: 1,412 shares; 2025Q3: 1,222 shares; 2025Q4: 978 shares 978 $247K 0.02% -244 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP 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: 1,982 shares; 2025Q2: 1,982 shares; 2025Q3: 2,331 shares; 2025Q4: 2,339 shares 2,339 $247K 0.02% +8 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,015 shares 1,015 $247K 0.02% new Timeline CMRE COSTAMARE INC More: the full row for COSTAMARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,014 shares; 2024Q4: 14,580 shares; 2025Q1: 14,551 shares; 2025Q2: 14,817 shares; 2025Q3: 19,314 shares; 2025Q4: 15,595 shares 15,595 $246K 0.02% -3,719 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,221 shares 1,221 $246K 0.02% new Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,583 shares; 2025Q4: 1,688 shares 1,688 $243K 0.02% +105 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY 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: 925 shares; 2025Q4: 1,059 shares 1,059 $241K 0.02% +134 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 470 shares 470 $240K 0.02% new Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,717 shares 1,717 $239K 0.02% new Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS 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: 1,906 shares; 2025Q4: 2,112 shares 2,112 $239K 0.02% +206 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 742 shares; 2024Q4: 742 shares; 2025Q1: 742 shares; 2025Q2: 742 shares; 2025Q3: 742 shares; 2025Q4: 742 shares 742 $237K 0.02% 0 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,869 shares 2,869 $233K 0.02% new Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 456 shares 456 $233K 0.02% new Timeline LIF LIFE360 INC More: the full row for LIFE360 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: 3,595 shares 3,595 $231K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 502 shares 502 $228K 0.02% new 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: 3,631 shares; 2024Q4: 3,631 shares; 2025Q1: 3,141 shares; 2025Q2: 3,141 shares; 2025Q3: 2,085 shares; 2025Q4: 2,062 shares 2,062 $227K 0.02% -23 Timeline ULS UL SOLUTIONS INC More: the full row for UL SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,873 shares 2,873 $227K 0.02% new Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 685 shares; 2025Q1: not reported; 2025Q2: 678 shares; 2025Q3: 690 shares; 2025Q4: 722 shares 722 $226K 0.02% +32 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,183 shares; 2025Q1: 1,974 shares; 2025Q2: 1,969 shares; 2025Q3: 1,979 shares; 2025Q4: 2,154 shares 2,154 $221K 0.02% +175 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: 1,471 shares; 2024Q4: not reported; 2025Q1: 1,351 shares; 2025Q2: 1,351 shares; 2025Q3: 1,424 shares; 2025Q4: 1,424 shares 1,424 $215K 0.02% 0 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,151 shares 2,151 $215K 0.02% new Timeline AIO VIRTUS ARTIFICIAL INTELLIGEN More: the full row for VIRTUS ARTIFICIAL INTELLIGEN 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: 9,733 shares 9,733 $212K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,631 shares 2,631 $209K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,800 shares; 2025Q4: 1,780 shares 1,780 $209K 0.02% -20 Timeline SNV SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,280 shares; 2025Q1: 4,280 shares; 2025Q2: 4,280 shares; 2025Q3: 4,280 shares; 2025Q4: 4,121 shares 4,121 $206K 0.02% -159 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 311 shares 311 $206K 0.02% new Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,869 shares 2,869 $206K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: 804 shares; 2025Q2: not reported; 2025Q3: 708 shares; 2025Q4: 708 shares 708 $205K 0.02% 0 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,387 shares; 2025Q4: 2,455 shares 2,455 $204K 0.02% +68 Timeline EIS ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,850 shares 1,850 $204K 0.02% new Timeline LII LENNOX INTL INC More: the full row for LENNOX INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 395 shares; 2025Q4: 418 shares 418 $203K 0.02% +23 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,464 shares 2,464 $200K 0.02% new Timeline PDX PIMCO DYNAMIC INCOME STRATEG More: the full row for PIMCO DYNAMIC INCOME STRATEG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,321 shares 10,321 $194K 0.02% new Timeline XAODX ABRDN TOTAL DYNAMIC DIVIDEND More: the full row for ABRDN TOTAL DYNAMIC DIVIDEND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,039 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,303 shares; 2025Q4: 19,462 shares 19,462 $190K 0.02% +159 Timeline DLY DOUBLELINE YIELD OPPORTUNITI More: the full row for DOUBLELINE YIELD OPPORTUNITI 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: 11,250 shares 11,250 $164K 0.02% new Timeline BMEZ BLACKROCK HEALTH SCIENCES TE More: the full row for BLACKROCK HEALTH SCIENCES TE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,239 shares 10,239 $154K 0.01% new Timeline BGR BLACKROCK ENERGY & RES TR More: the full row for BLACKROCK ENERGY & RES 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: 10,026 shares; 2025Q4: 10,026 shares 10,026 $136K 0.01% 0 Timeline XBOEX BLACKROCK ENHANCED GLOBAL More: the full row for BLACKROCK ENHANCED GLOBAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,030 shares; 2024Q4: 10,030 shares; 2025Q1: 10,030 shares; 2025Q2: 10,030 shares; 2025Q3: 11,156 shares; 2025Q4: 11,156 shares 11,156 $131K 0.01% 0 Timeline EEA EUROPEAN EQUITY FD INC More: the full row for EUROPEAN EQUITY FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,389 shares 11,389 $117K 0.01% new Timeline XEXGX EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB 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: 10,683 shares; 2025Q4: 10,683 shares 10,683 $102K 0.01% 0 Timeline BDJ BLACKROCK ENHANCED EQUITY DI More: the full row for BLACKROCK ENHANCED EQUITY DI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,278 shares; 2024Q4: 10,939 shares; 2025Q1: 10,939 shares; 2025Q2: 10,939 shares; 2025Q3: 10,369 shares; 2025Q4: 10,369 shares 10,369 $98.3K 0.01% 0 Timeline ABRDN GLOBAL PREMIER PPTYS F ABRDN GLOBAL PREMIER PPTYS F More: the full row for ABRDN GLOBAL PREMIER PPTYS F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,720 shares; 2025Q4: 24,620 shares 24,620 $94.5K 0.01% -100 CMU MFS HIGH YIELD MUN TR More: the full row for MFS HIGH YIELD MUN 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: 16,247 shares; 2025Q4: 16,247 shares 16,247 $57K 0.01% 0 Timeline