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: 433,108 shares; 2024Q4: 427,489 shares; 2025Q1: 423,365 shares; 2025Q2: 425,114 shares; 2025Q3: 421,689 shares; 2025Q4: 410,297 shares 410,297 $128M 4.99% -11,392 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: 535,253 shares; 2024Q4: 524,093 shares; 2025Q1: 439,189 shares; 2025Q2: 473,126 shares; 2025Q3: 470,348 shares; 2025Q4: 463,940 shares 463,940 $126M 4.9% -6,408 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,638,129 shares; 2024Q4: 2,682,855 shares; 2025Q1: 2,810,131 shares; 2025Q2: 2,361,744 shares; 2025Q3: 1,933,178 shares; 2025Q4: 1,900,223 shares 1,900,223 $120M 4.66% -32,955 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: 93,297 shares; 2024Q4: 89,508 shares; 2025Q1: 88,670 shares; 2025Q2: 588,463 shares; 2025Q3: 904,883 shares; 2025Q4: 971,008 shares 971,008 $77.9M 3.03% +66,125 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: 98,227 shares; 2024Q4: 96,563 shares; 2025Q1: 94,718 shares; 2025Q2: 96,740 shares; 2025Q3: 94,737 shares; 2025Q4: 94,861 shares 94,861 $62.6M 2.43% +124 Timeline SPBO SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,473,678 shares; 2024Q4: 2,419,567 shares; 2025Q1: 2,321,665 shares; 2025Q2: 2,300,466 shares; 2025Q3: 2,251,943 shares; 2025Q4: 2,133,922 shares 2,133,922 $62.6M 2.43% -118,021 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: 191,162 shares; 2024Q4: 192,444 shares; 2025Q1: 183,850 shares; 2025Q2: 191,876 shares; 2025Q3: 190,279 shares; 2025Q4: 188,641 shares 188,641 $60.8M 2.36% -1,638 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: 119,214 shares; 2024Q4: 118,878 shares; 2025Q1: 116,415 shares; 2025Q2: 115,660 shares; 2025Q3: 116,007 shares; 2025Q4: 115,284 shares 115,284 $57.9M 2.25% -723 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 730,395 shares; 2024Q4: 751,209 shares; 2025Q1: 765,288 shares; 2025Q2: 791,016 shares; 2025Q3: 805,662 shares; 2025Q4: 820,697 shares 820,697 $41.5M 1.61% +15,035 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: 18,501 shares; 2024Q4: 18,757 shares; 2025Q1: 93,182 shares; 2025Q2: 222,571 shares; 2025Q3: 220,866 shares; 2025Q4: 220,830 shares 220,830 $41.2M 1.6% -36 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: 80,939 shares; 2024Q4: 81,748 shares; 2025Q1: 80,503 shares; 2025Q2: 82,311 shares; 2025Q3: 83,029 shares; 2025Q4: 83,866 shares 83,866 $40.6M 1.58% +837 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: 195,166 shares; 2024Q4: 206,896 shares; 2025Q1: 201,801 shares; 2025Q2: 250,368 shares; 2025Q3: 258,136 shares; 2025Q4: 263,048 shares 263,048 $37.7M 1.46% +4,912 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 300,919 shares; 2024Q4: 307,008 shares; 2025Q1: 330,205 shares; 2025Q2: 346,384 shares; 2025Q3: 359,376 shares; 2025Q4: 393,474 shares 393,474 $37.5M 1.46% +34,098 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: 99,121 shares; 2024Q4: 98,980 shares; 2025Q1: 97,128 shares; 2025Q2: 148,791 shares; 2025Q3: 154,407 shares; 2025Q4: 160,075 shares 160,075 $36.9M 1.43% +5,668 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: 44,808 shares; 2024Q4: 41,089 shares; 2025Q1: 37,810 shares; 2025Q2: 36,416 shares; 2025Q3: 35,604 shares; 2025Q4: 361,529 shares 361,529 $33.9M 1.32% +325,925 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,888 shares; 2024Q4: 26,585 shares; 2025Q1: 27,722 shares; 2025Q2: 30,680 shares; 2025Q3: 31,851 shares; 2025Q4: 31,635 shares 31,635 $33.8M 1.31% -216 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: 156,613 shares; 2024Q4: 155,676 shares; 2025Q1: 151,134 shares; 2025Q2: 167,774 shares; 2025Q3: 166,526 shares; 2025Q4: 163,222 shares 163,222 $33.8M 1.31% -3,304 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: 91,120 shares; 2024Q4: 92,794 shares; 2025Q1: 92,808 shares; 2025Q2: 105,763 shares; 2025Q3: 106,296 shares; 2025Q4: 105,998 shares 105,998 $33.1M 1.28% -298 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,723 shares; 2024Q4: 6,499 shares; 2025Q1: 6,311 shares; 2025Q2: 6,224 shares; 2025Q3: 6,014 shares; 2025Q4: 5,962 shares 5,962 $31.9M 1.24% -52 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 864,396 shares; 2024Q4: 888,218 shares; 2025Q1: 900,868 shares; 2025Q2: 903,279 shares; 2025Q3: 913,868 shares; 2025Q4: 912,634 shares 912,634 $31.6M 1.23% -1,234 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 700,006 shares; 2024Q4: 706,511 shares; 2025Q1: 708,655 shares; 2025Q2: 744,876 shares; 2025Q3: 820,784 shares; 2025Q4: 817,642 shares 817,642 $31.4M 1.22% -3,142 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: 162,310 shares; 2024Q4: 171,735 shares; 2025Q1: 183,130 shares; 2025Q2: 355,212 shares; 2025Q3: 385,128 shares; 2025Q4: 390,007 shares 390,007 $31.3M 1.22% +4,879 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: 310,533 shares; 2024Q4: 311,074 shares; 2025Q1: 324,088 shares; 2025Q2: 342,501 shares; 2025Q3: 337,289 shares; 2025Q4: 334,239 shares 334,239 $31.2M 1.21% -3,050 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: 78,227 shares; 2024Q4: 77,637 shares; 2025Q1: 77,028 shares; 2025Q2: 120,733 shares; 2025Q3: 121,427 shares; 2025Q4: 120,684 shares 120,684 $31.1M 1.21% -743 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 668,560 shares; 2024Q4: 568,267 shares; 2025Q1: 581,990 shares; 2025Q2: 616,373 shares; 2025Q3: 652,407 shares; 2025Q4: 655,126 shares 655,126 $30.7M 1.19% +2,719 Timeline JPUS 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: 465,682 shares; 2024Q4: 444,688 shares; 2025Q1: 436,041 shares; 2025Q2: 257,030 shares; 2025Q3: 248,975 shares; 2025Q4: 244,850 shares 244,850 $30.3M 1.18% -4,125 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 412,152 shares; 2024Q4: 431,942 shares; 2025Q1: 471,224 shares; 2025Q2: 539,269 shares; 2025Q3: 606,032 shares; 2025Q4: 641,853 shares 641,853 $30.1M 1.17% +35,821 Timeline SPIB 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: 720,532 shares; 2024Q4: 785,960 shares; 2025Q1: 829,635 shares; 2025Q2: 864,256 shares; 2025Q3: 874,440 shares; 2025Q4: 875,911 shares 875,911 $29.6M 1.15% +1,471 Timeline TIPX 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: 980,527 shares; 2024Q4: 1,026,656 shares; 2025Q1: 1,158,911 shares; 2025Q2: 1,230,322 shares; 2025Q3: 1,294,836 shares; 2025Q4: 1,464,107 shares 1,464,107 $27.9M 1.08% +169,271 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: 78,306 shares; 2024Q4: 82,348 shares; 2025Q1: 82,515 shares; 2025Q2: 85,621 shares; 2025Q3: 85,405 shares; 2025Q4: 85,017 shares 85,017 $27.8M 1.08% -388 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: 95,309 shares; 2024Q4: 94,359 shares; 2025Q1: 93,403 shares; 2025Q2: 92,870 shares; 2025Q3: 93,381 shares; 2025Q4: 93,639 shares 93,639 $27.2M 1.06% +258 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: 55,914 shares; 2024Q4: 104,911 shares; 2025Q1: 105,544 shares; 2025Q2: 106,374 shares; 2025Q3: 138,897 shares; 2025Q4: 144,140 shares 144,140 $26.6M 1.03% +5,243 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: 22,070 shares; 2024Q4: 21,538 shares; 2025Q1: 22,337 shares; 2025Q2: 24,772 shares; 2025Q3: 24,605 shares; 2025Q4: 24,642 shares 24,642 $26.4M 1.02% +37 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 866,996 shares; 2024Q4: 963,542 shares; 2025Q1: 1,114,582 shares; 2025Q2: 1,082,767 shares; 2025Q3: 1,126,360 shares; 2025Q4: 1,140,720 shares 1,140,720 $25.8M 1% +14,360 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 315,168 shares; 2024Q4: 327,780 shares; 2025Q1: 353,678 shares; 2025Q2: 396,454 shares; 2025Q3: 427,884 shares; 2025Q4: 443,821 shares 443,821 $25.7M 1% +15,937 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: 164,976 shares; 2024Q4: 203,211 shares; 2025Q1: 151,165 shares; 2025Q2: 209,353 shares; 2025Q3: 206,377 shares; 2025Q4: 205,199 shares 205,199 $24.7M 0.96% -1,178 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 468,632 shares; 2024Q4: 573,172 shares; 2025Q1: 705,697 shares; 2025Q2: 652,940 shares; 2025Q3: 657,682 shares; 2025Q4: 686,422 shares 686,422 $24.3M 0.94% +28,740 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: 81,572 shares; 2024Q4: 81,123 shares; 2025Q1: 78,359 shares; 2025Q2: 80,372 shares; 2025Q3: 81,158 shares; 2025Q4: 77,205 shares 77,205 $24.2M 0.94% -3,953 Timeline VMBS 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: 454,806 shares; 2024Q4: 480,708 shares; 2025Q1: 480,930 shares; 2025Q2: 471,574 shares; 2025Q3: 468,238 shares; 2025Q4: 486,346 shares 486,346 $22.9M 0.89% +18,108 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: 3,125 shares; 2024Q4: 3,558 shares; 2025Q1: 4,197 shares; 2025Q2: 38,306 shares; 2025Q3: 94,853 shares; 2025Q4: 98,410 shares 98,410 $22.5M 0.87% +3,557 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: 56,724 shares; 2024Q4: 54,123 shares; 2025Q1: 53,142 shares; 2025Q2: 52,219 shares; 2025Q3: 45,111 shares; 2025Q4: 43,897 shares 43,897 $22.4M 0.87% -1,214 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,166 shares; 2024Q4: 93,049 shares; 2025Q1: 94,010 shares; 2025Q2: 95,536 shares; 2025Q3: 92,392 shares; 2025Q4: 92,422 shares 92,422 $22.3M 0.86% +30 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 382,529 shares; 2024Q4: 366,203 shares; 2025Q1: 354,618 shares; 2025Q2: 409,156 shares; 2025Q3: 476,233 shares; 2025Q4: 493,599 shares 493,599 $21.9M 0.85% +17,366 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: 415,754 shares; 2024Q4: 405,217 shares; 2025Q1: 390,284 shares; 2025Q2: 300,111 shares; 2025Q3: 288,363 shares; 2025Q4: 282,688 shares 282,688 $21.8M 0.85% -5,675 Timeline USIG 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: 232,035 shares; 2024Q4: 276,403 shares; 2025Q1: 339,309 shares; 2025Q2: 385,500 shares; 2025Q3: 398,582 shares; 2025Q4: 409,399 shares 409,399 $21.2M 0.82% +10,817 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: 180,882 shares; 2024Q4: 183,276 shares; 2025Q1: 178,323 shares; 2025Q2: 182,066 shares; 2025Q3: 180,420 shares; 2025Q4: 177,854 shares 177,854 $19.8M 0.77% -2,566 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 963,836 shares; 2024Q4: 915,242 shares; 2025Q1: 766,074 shares; 2025Q2: 748,030 shares; 2025Q3: 750,763 shares; 2025Q4: 764,044 shares 764,044 $17.6M 0.68% +13,281 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 320,069 shares; 2024Q4: 385,988 shares; 2025Q1: 446,743 shares; 2025Q2: 491,213 shares; 2025Q3: 532,135 shares; 2025Q4: 585,237 shares 585,237 $17.1M 0.67% +53,102 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: 24,097 shares; 2024Q4: 23,047 shares; 2025Q1: 22,098 shares; 2025Q2: 25,073 shares; 2025Q3: 24,909 shares; 2025Q4: 24,427 shares 24,427 $16.7M 0.65% -482 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 275,469 shares; 2024Q4: 321,204 shares; 2025Q1: 378,651 shares; 2025Q2: 381,882 shares; 2025Q3: 377,711 shares; 2025Q4: 381,131 shares 381,131 $16.6M 0.65% +3,420 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: 102,147 shares; 2024Q4: 101,211 shares; 2025Q1: 98,601 shares; 2025Q2: 98,268 shares; 2025Q3: 97,390 shares; 2025Q4: 96,799 shares 96,799 $16.6M 0.64% -591 Timeline FAF FIRST AMERN FINL CORP More: the full row for FIRST AMERN FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 228,261 shares; 2024Q4: 232,034 shares; 2025Q1: 233,362 shares; 2025Q2: 254,138 shares; 2025Q3: 256,627 shares; 2025Q4: 267,260 shares 267,260 $16.4M 0.64% +10,633 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: 67,560 shares; 2024Q4: 68,108 shares; 2025Q1: 66,704 shares; 2025Q2: 68,019 shares; 2025Q3: 68,455 shares; 2025Q4: 68,813 shares 68,813 $15.7M 0.61% +358 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: 96,111 shares; 2024Q4: 96,155 shares; 2025Q1: 95,250 shares; 2025Q2: 99,957 shares; 2025Q3: 100,647 shares; 2025Q4: 100,524 shares 100,524 $15.4M 0.6% -123 Timeline SPTB 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: 13,479 shares; 2024Q4: 172,008 shares; 2025Q1: 411,382 shares; 2025Q2: 490,879 shares; 2025Q3: 486,741 shares; 2025Q4: 486,801 shares 486,801 $14.8M 0.58% +60 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: 356,702 shares; 2024Q4: 343,329 shares; 2025Q1: 328,774 shares; 2025Q2: 343,621 shares; 2025Q3: 382,604 shares; 2025Q4: 361,111 shares 361,111 $14.7M 0.57% -21,493 Timeline SPMB 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: 646,614 shares; 2024Q4: 637,071 shares; 2025Q1: 631,802 shares; 2025Q2: 644,810 shares; 2025Q3: 639,716 shares; 2025Q4: 655,677 shares 655,677 $14.7M 0.57% +15,961 Timeline FND FLOOR & DECOR HLDGS INC More: the full row for FLOOR & DECOR HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 187,332 shares; 2024Q4: 189,845 shares; 2025Q1: 204,032 shares; 2025Q2: 251,156 shares; 2025Q3: 261,305 shares; 2025Q4: 238,695 shares 238,695 $14.5M 0.56% -22,610 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 263,505 shares; 2024Q4: 267,737 shares; 2025Q1: 320,233 shares; 2025Q2: 384,061 shares; 2025Q3: 390,012 shares; 2025Q4: 303,584 shares 303,584 $14.1M 0.55% -86,428 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: 90,069 shares; 2024Q4: 91,274 shares; 2025Q1: 88,652 shares; 2025Q2: 92,040 shares; 2025Q3: 92,269 shares; 2025Q4: 90,943 shares 90,943 $14M 0.54% -1,326 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 202,177 shares; 2024Q4: 171,574 shares; 2025Q1: 164,338 shares; 2025Q2: 163,086 shares; 2025Q3: 166,937 shares; 2025Q4: 164,511 shares 164,511 $13.8M 0.54% -2,426 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 166,649 shares; 2024Q4: 164,359 shares; 2025Q1: 165,788 shares; 2025Q2: 170,490 shares; 2025Q3: 146,650 shares; 2025Q4: 142,342 shares 142,342 $12.5M 0.48% -4,308 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,730 shares; 2024Q4: 90,845 shares; 2025Q1: 102,072 shares; 2025Q2: 113,873 shares; 2025Q3: 127,931 shares; 2025Q4: 133,002 shares 133,002 $12M 0.46% +5,071 Timeline CGCV CAPITAL GROUP CONSERVATIVE E More: the full row for CAPITAL GROUP CONSERVATIVE E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,913 shares; 2024Q4: 285,349 shares; 2025Q1: 430,736 shares; 2025Q2: 360,615 shares; 2025Q3: 383,707 shares; 2025Q4: 383,222 shares 383,222 $11.7M 0.45% -485 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: 31,936 shares; 2024Q4: 30,004 shares; 2025Q1: 30,520 shares; 2025Q2: 30,476 shares; 2025Q3: 30,077 shares; 2025Q4: 30,208 shares 30,208 $11.2M 0.43% +131 Timeline SUSB 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: 240,585 shares; 2024Q4: 300,924 shares; 2025Q1: 345,998 shares; 2025Q2: 361,197 shares; 2025Q3: 389,789 shares; 2025Q4: 437,666 shares 437,666 $11M 0.43% +47,877 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,563 shares; 2024Q4: 1,114 shares; 2025Q1: 781 shares; 2025Q2: 813 shares; 2025Q3: 813 shares; 2025Q4: 141,915 shares 141,915 $10.7M 0.42% +141,102 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: 74,957 shares; 2024Q4: 77,192 shares; 2025Q1: 73,709 shares; 2025Q2: 74,354 shares; 2025Q3: 73,115 shares; 2025Q4: 72,650 shares 72,650 $10.4M 0.4% -465 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 248,207 shares; 2024Q4: 278,045 shares; 2025Q1: 293,025 shares; 2025Q2: 294,083 shares; 2025Q3: 292,835 shares; 2025Q4: 255,245 shares 255,245 $10.3M 0.4% -37,590 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: 28,620 shares; 2024Q4: 28,734 shares; 2025Q1: 27,780 shares; 2025Q2: 28,737 shares; 2025Q3: 28,855 shares; 2025Q4: 29,235 shares 29,235 $10.3M 0.4% +380 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 289,298 shares; 2024Q4: 323,965 shares; 2025Q1: 344,365 shares; 2025Q2: 347,002 shares; 2025Q3: 363,945 shares; 2025Q4: 369,269 shares 369,269 $10.2M 0.4% +5,324 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: 30,246 shares; 2024Q4: 30,077 shares; 2025Q1: 30,024 shares; 2025Q2: 30,486 shares; 2025Q3: 30,696 shares; 2025Q4: 30,262 shares 30,262 $9.64M 0.37% -434 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 140 shares; 2024Q4: 140 shares; 2025Q1: 140 shares; 2025Q2: 140 shares; 2025Q3: 68,755 shares; 2025Q4: 130,594 shares 130,594 $9.35M 0.36% +61,839 Timeline ESGV 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: 49,041 shares; 2024Q4: 53,814 shares; 2025Q1: 59,181 shares; 2025Q2: 59,739 shares; 2025Q3: 60,604 shares; 2025Q4: 69,497 shares 69,497 $8.41M 0.33% +8,893 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,205 shares; 2024Q4: 60,516 shares; 2025Q1: 75,849 shares; 2025Q2: 79,885 shares; 2025Q3: 78,365 shares; 2025Q4: 78,455 shares 78,455 $8.4M 0.33% +90 Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,577 shares; 2024Q4: 118,382 shares; 2025Q1: 131,748 shares; 2025Q2: 134,719 shares; 2025Q3: 138,942 shares; 2025Q4: 180,326 shares 180,326 $8.12M 0.32% +41,384 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: 79,505 shares; 2024Q4: 81,301 shares; 2025Q1: 80,028 shares; 2025Q2: 83,064 shares; 2025Q3: 81,733 shares; 2025Q4: 79,805 shares 79,805 $7.67M 0.3% -1,928 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,235 shares; 2024Q4: 42,179 shares; 2025Q1: 48,213 shares; 2025Q2: 49,577 shares; 2025Q3: 50,445 shares; 2025Q4: 59,461 shares 59,461 $7.66M 0.3% +9,016 Timeline CVIE MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,492 shares; 2024Q4: 61,345 shares; 2025Q1: 67,565 shares; 2025Q2: 71,550 shares; 2025Q3: 87,028 shares; 2025Q4: 103,969 shares 103,969 $7.41M 0.29% +16,941 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,818 shares; 2024Q4: 26,600 shares; 2025Q1: 26,179 shares; 2025Q2: 26,454 shares; 2025Q3: 26,548 shares; 2025Q4: 26,114 shares 26,114 $7.13M 0.28% -434 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: 22,619 shares; 2024Q4: 22,676 shares; 2025Q1: 22,046 shares; 2025Q2: 26,195 shares; 2025Q3: 26,215 shares; 2025Q4: 25,949 shares 25,949 $6.87M 0.27% -266 Timeline XHB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 65,103 shares 65,103 $6.7M 0.26% new Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,427 shares; 2024Q4: 7,351 shares; 2025Q1: 7,673 shares; 2025Q2: 7,761 shares; 2025Q3: 7,786 shares; 2025Q4: 7,633 shares 7,633 $6.58M 0.26% -153 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: 93,503 shares; 2024Q4: 94,808 shares; 2025Q1: 95,340 shares; 2025Q2: 98,519 shares; 2025Q3: 103,381 shares; 2025Q4: 102,030 shares 102,030 $6.37M 0.25% -1,351 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: 106,914 shares; 2024Q4: 103,915 shares; 2025Q1: 103,192 shares; 2025Q2: 116,152 shares; 2025Q3: 115,900 shares; 2025Q4: 96,105 shares 96,105 $6.26M 0.24% -19,795 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: 20,414 shares; 2024Q4: 18,787 shares; 2025Q1: 17,827 shares; 2025Q2: 17,402 shares; 2025Q3: 17,511 shares; 2025Q4: 17,620 shares 17,620 $6.06M 0.24% +109 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,834 shares; 2024Q4: 108,689 shares; 2025Q1: 106,740 shares; 2025Q2: 106,346 shares; 2025Q3: 107,307 shares; 2025Q4: 106,285 shares 106,285 $5.71M 0.22% -1,022 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: 17,256 shares; 2024Q4: 17,084 shares; 2025Q1: 16,560 shares; 2025Q2: 16,356 shares; 2025Q3: 15,966 shares; 2025Q4: 16,040 shares 16,040 $5.29M 0.21% +74 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: 65 shares; 2024Q4: 240 shares; 2025Q1: 175 shares; 2025Q2: 175 shares; 2025Q3: 175 shares; 2025Q4: 67,385 shares 67,385 $5.23M 0.2% +67,210 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: 10,654 shares; 2024Q4: 11,304 shares; 2025Q1: 11,040 shares; 2025Q2: 17,582 shares; 2025Q3: 17,581 shares; 2025Q4: 17,435 shares 17,435 $5.16M 0.2% -146 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,751 shares; 2024Q4: 121,897 shares; 2025Q1: 123,556 shares; 2025Q2: 125,084 shares; 2025Q3: 124,672 shares; 2025Q4: 111,094 shares 111,094 $4.94M 0.19% -13,578 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: 8,423 shares; 2024Q4: 8,883 shares; 2025Q1: 9,120 shares; 2025Q2: 9,131 shares; 2025Q3: 9,342 shares; 2025Q4: 10,080 shares 10,080 $4.92M 0.19% +738 Timeline AOS SMITH A O CORP More: the full row for SMITH A O CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,748 shares; 2024Q4: 54,976 shares; 2025Q1: 58,436 shares; 2025Q2: 71,734 shares; 2025Q3: 72,288 shares; 2025Q4: 73,365 shares 73,365 $4.91M 0.19% +1,077 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: 15,243 shares; 2024Q4: 15,549 shares; 2025Q1: 15,124 shares; 2025Q2: 15,643 shares; 2025Q3: 15,451 shares; 2025Q4: 15,393 shares 15,393 $4.7M 0.18% -58 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: 6,435 shares; 2024Q4: 8,345 shares; 2025Q1: 7,731 shares; 2025Q2: 8,714 shares; 2025Q3: 8,400 shares; 2025Q4: 8,038 shares 8,038 $4.6M 0.18% -362 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,363 shares; 2024Q4: 73,222 shares; 2025Q1: 68,820 shares; 2025Q2: 48,745 shares; 2025Q3: 35,827 shares; 2025Q4: 34,589 shares 34,589 $4.49M 0.17% -1,238 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: 19,686 shares; 2024Q4: 19,513 shares; 2025Q1: 18,859 shares; 2025Q2: 19,125 shares; 2025Q3: 19,937 shares; 2025Q4: 20,233 shares 20,233 $4.45M 0.17% +296 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,401 shares; 2024Q4: 31,364 shares; 2025Q1: 34,216 shares; 2025Q2: 41,689 shares; 2025Q3: 42,712 shares; 2025Q4: 43,157 shares 43,157 $4.42M 0.17% +445 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: 17,043 shares; 2024Q4: 16,918 shares; 2025Q1: 16,918 shares; 2025Q2: 16,918 shares; 2025Q3: 16,918 shares; 2025Q4: 16,881 shares 16,881 $4.34M 0.17% -37 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: 122,928 shares; 2024Q4: 125,829 shares; 2025Q1: 123,811 shares; 2025Q2: 32,735 shares; 2025Q3: 34,713 shares; 2025Q4: 34,849 shares 34,849 $4.19M 0.16% +136 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,499 shares; 2024Q4: 34,436 shares; 2025Q1: 37,477 shares; 2025Q2: 39,080 shares; 2025Q3: 41,900 shares; 2025Q4: 45,454 shares 45,454 $4.16M 0.16% +3,554 Timeline VCEB 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: 38,764 shares; 2024Q4: 43,028 shares; 2025Q1: 46,977 shares; 2025Q2: 51,131 shares; 2025Q3: 56,801 shares; 2025Q4: 64,095 shares 64,095 $4.08M 0.16% +7,294 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: 38,937 shares; 2024Q4: 38,881 shares; 2025Q1: 34,115 shares; 2025Q2: 39,871 shares; 2025Q3: 38,546 shares; 2025Q4: 38,645 shares 38,645 $4.07M 0.16% +99 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: 11,642 shares; 2024Q4: 13,791 shares; 2025Q1: 13,238 shares; 2025Q2: 15,337 shares; 2025Q3: 15,375 shares; 2025Q4: 15,683 shares 15,683 $4.03M 0.16% +308 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,857 shares; 2024Q4: 79,961 shares; 2025Q1: 79,740 shares; 2025Q2: 79,785 shares; 2025Q3: 79,341 shares; 2025Q4: 78,533 shares 78,533 $4M 0.16% -808 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: 24,209 shares; 2024Q4: 22,468 shares; 2025Q1: 21,158 shares; 2025Q2: 20,999 shares; 2025Q3: 20,234 shares; 2025Q4: 20,038 shares 20,038 $3.91M 0.15% -196 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,815 shares; 2024Q4: 33,023 shares; 2025Q1: 31,639 shares; 2025Q2: 27,852 shares; 2025Q3: 26,158 shares; 2025Q4: 19,948 shares 19,948 $3.87M 0.15% -6,210 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30 shares; 2024Q4: 30 shares; 2025Q1: 49 shares; 2025Q2: 4,929 shares; 2025Q3: 4,955 shares; 2025Q4: 25,074 shares 25,074 $3.84M 0.15% +20,119 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,202 shares; 2025Q1: 70 shares; 2025Q2: 70 shares; 2025Q3: not reported; 2025Q4: 59,858 shares 59,858 $3.72M 0.14% new Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 122,234 shares; 2024Q4: 107,832 shares; 2025Q1: 92,645 shares; 2025Q2: 92,000 shares; 2025Q3: 104,296 shares; 2025Q4: 124,892 shares 124,892 $3.6M 0.14% +20,596 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,037 shares; 2024Q4: 9,693 shares; 2025Q1: 7,852 shares; 2025Q2: 10,507 shares; 2025Q3: 10,563 shares; 2025Q4: 10,563 shares 10,563 $3.25M 0.13% 0 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM 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: 8,994 shares; 2025Q3: 8,151 shares; 2025Q4: 7,857 shares 7,857 $3.12M 0.12% -294 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: 13,785 shares; 2024Q4: 20,607 shares; 2025Q1: 14,967 shares; 2025Q2: 21,437 shares; 2025Q3: 20,208 shares; 2025Q4: 20,216 shares 20,216 $3.08M 0.12% +8 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: 34,617 shares; 2024Q4: 36,884 shares; 2025Q1: 34,964 shares; 2025Q2: 34,806 shares; 2025Q3: 35,572 shares; 2025Q4: 70,740 shares 70,740 $3.02M 0.12% +35,168 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: 3,331 shares; 2024Q4: 3,389 shares; 2025Q1: 3,548 shares; 2025Q2: 2,762 shares; 2025Q3: 3,447 shares; 2025Q4: 4,331 shares 4,331 $2.97M 0.12% +884 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: 37,097 shares; 2024Q4: 38,424 shares; 2025Q1: 36,544 shares; 2025Q2: 34,782 shares; 2025Q3: 18,718 shares; 2025Q4: 19,061 shares 19,061 $2.95M 0.11% +343 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: 9,278 shares; 2024Q4: 9,339 shares; 2025Q1: 9,540 shares; 2025Q2: 9,615 shares; 2025Q3: 9,629 shares; 2025Q4: 9,633 shares 9,633 $2.93M 0.11% +4 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: 14,195 shares; 2024Q4: 14,107 shares; 2025Q1: 12,993 shares; 2025Q2: 14,553 shares; 2025Q3: 14,494 shares; 2025Q4: 14,257 shares 14,257 $2.87M 0.11% -237 Timeline NUSC NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 48,304 shares; 2025Q1: 60,480 shares; 2025Q2: 55,742 shares; 2025Q3: 58,815 shares; 2025Q4: 63,471 shares 63,471 $2.83M 0.11% +4,656 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: 35,078 shares; 2024Q4: 32,251 shares; 2025Q1: 39,059 shares; 2025Q2: 42,096 shares; 2025Q3: 49,082 shares; 2025Q4: 53,956 shares 53,956 $2.71M 0.11% +4,874 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: 24,473 shares; 2024Q4: 24,457 shares; 2025Q1: 24,457 shares; 2025Q2: 24,457 shares; 2025Q3: 24,457 shares; 2025Q4: 24,457 shares 24,457 $2.7M 0.1% 0 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: 21,017 shares; 2024Q4: 20,632 shares; 2025Q1: 21,101 shares; 2025Q2: 21,021 shares; 2025Q3: 20,731 shares; 2025Q4: 21,043 shares 21,043 $2.64M 0.1% +312 Timeline PSK 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: 128,976 shares; 2024Q4: 233,536 shares; 2025Q1: 268,321 shares; 2025Q2: 187,190 shares; 2025Q3: 197,007 shares; 2025Q4: 82,199 shares 82,199 $2.6M 0.1% -114,808 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,053 shares; 2024Q4: 10,129 shares; 2025Q1: 8,630 shares; 2025Q2: 9,830 shares; 2025Q3: 11,214 shares; 2025Q4: 13,157 shares 13,157 $2.51M 0.1% +1,943 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: 7,806 shares; 2024Q4: 7,787 shares; 2025Q1: 7,944 shares; 2025Q2: 7,967 shares; 2025Q3: 8,037 shares; 2025Q4: 8,015 shares 8,015 $2.35M 0.09% -22 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: 11,046 shares; 2024Q4: 9,956 shares; 2025Q1: 12,356 shares; 2025Q2: 3,666 shares; 2025Q3: 3,947 shares; 2025Q4: 3,993 shares 3,993 $2.31M 0.09% +46 Timeline SHM 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: 55,297 shares; 2024Q4: 52,313 shares; 2025Q1: 49,676 shares; 2025Q2: 46,926 shares; 2025Q3: 46,926 shares; 2025Q4: 46,926 shares 46,926 $2.25M 0.09% 0 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: 15,461 shares; 2024Q4: 15,723 shares; 2025Q1: 11,469 shares; 2025Q2: 12,831 shares; 2025Q3: 12,374 shares; 2025Q4: 12,213 shares 12,213 $2.24M 0.09% -161 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,758 shares; 2024Q4: 35,335 shares; 2025Q1: 18,443 shares; 2025Q2: 36,813 shares; 2025Q3: 35,768 shares; 2025Q4: 32,404 shares 32,404 $2.18M 0.08% -3,364 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: 15,094 shares; 2024Q4: 16,042 shares; 2025Q1: 15,252 shares; 2025Q2: 17,045 shares; 2025Q3: 16,570 shares; 2025Q4: 16,314 shares 16,314 $2.17M 0.08% -256 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,273 shares; 2024Q4: 73,782 shares; 2025Q1: 70,797 shares; 2025Q2: 69,909 shares; 2025Q3: 71,573 shares; 2025Q4: 67,912 shares 67,912 $2.1M 0.08% -3,661 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: 21,666 shares; 2024Q4: 25,440 shares; 2025Q1: 21,058 shares; 2025Q2: 28,398 shares; 2025Q3: 30,415 shares; 2025Q4: 29,221 shares 29,221 $2.04M 0.08% -1,194 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,479 shares; 2024Q4: 2,450 shares; 2025Q1: 2,345 shares; 2025Q2: 2,527 shares; 2025Q3: 23,133 shares; 2025Q4: 22,718 shares 22,718 $2.01M 0.08% -415 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: 10,680 shares; 2024Q4: 9,151 shares; 2025Q1: 9,077 shares; 2025Q2: 8,493 shares; 2025Q3: 8,493 shares; 2025Q4: 8,534 shares 8,534 $1.97M 0.08% +41 Timeline SPIP 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: 129,823 shares; 2024Q4: 103,776 shares; 2025Q1: 80,982 shares; 2025Q2: 79,235 shares; 2025Q3: 77,322 shares; 2025Q4: 75,358 shares 75,358 $1.96M 0.08% -1,964 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: 7,745 shares; 2024Q4: 8,195 shares; 2025Q1: 8,170 shares; 2025Q2: 8,045 shares; 2025Q3: 8,051 shares; 2025Q4: 7,929 shares 7,929 $1.95M 0.08% -122 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,156 shares; 2024Q4: 92,973 shares; 2025Q1: 79,963 shares; 2025Q2: 42,623 shares; 2025Q3: 25,392 shares; 2025Q4: 18,864 shares 18,864 $1.89M 0.07% -6,528 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: 2,641 shares; 2024Q4: 1,612 shares; 2025Q1: 1,667 shares; 2025Q2: 1,846 shares; 2025Q3: 1,699 shares; 2025Q4: 1,756 shares 1,756 $1.89M 0.07% +57 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: 38,494 shares; 2024Q4: 38,796 shares; 2025Q1: 37,498 shares; 2025Q2: 17,894 shares; 2025Q3: 15,637 shares; 2025Q4: 16,586 shares 16,586 $1.89M 0.07% +949 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: 9,275 shares; 2024Q4: 10,323 shares; 2025Q1: 10,062 shares; 2025Q2: 10,406 shares; 2025Q3: 10,181 shares; 2025Q4: 9,444 shares 9,444 $1.84M 0.07% -737 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,195 shares; 2024Q4: 3,195 shares; 2025Q1: 3,011 shares; 2025Q2: 3,919 shares; 2025Q3: 3,773 shares; 2025Q4: 3,731 shares 3,731 $1.8M 0.07% -42 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,992 shares; 2024Q4: 10,575 shares; 2025Q1: 9,969 shares; 2025Q2: 11,419 shares; 2025Q3: 11,269 shares; 2025Q4: 11,269 shares 11,269 $1.8M 0.07% 0 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,490 shares; 2024Q4: 7,154 shares; 2025Q1: 6,201 shares; 2025Q2: 5,388 shares; 2025Q3: 5,322 shares; 2025Q4: 5,145 shares 5,145 $1.72M 0.07% -177 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: 1,979 shares; 2024Q4: 2,391 shares; 2025Q1: 1,921 shares; 2025Q2: 2,589 shares; 2025Q3: 2,594 shares; 2025Q4: 2,602 shares 2,602 $1.7M 0.07% +8 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,257 shares; 2025Q3: 13,932 shares; 2025Q4: 28,311 shares 28,311 $1.7M 0.07% +14,379 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: 5,087 shares; 2024Q4: 6,361 shares; 2025Q1: 6,398 shares; 2025Q2: 6,148 shares; 2025Q3: 6,148 shares; 2025Q4: 6,163 shares 6,163 $1.67M 0.06% +15 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: 5,099 shares; 2024Q4: 5,958 shares; 2025Q1: 5,270 shares; 2025Q2: 6,804 shares; 2025Q3: 6,698 shares; 2025Q4: 6,715 shares 6,715 $1.62M 0.06% +17 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: 6,080 shares; 2024Q4: 6,104 shares; 2025Q1: 6,080 shares; 2025Q2: 6,111 shares; 2025Q3: 6,095 shares; 2025Q4: 6,082 shares 6,082 $1.5M 0.06% -13 Timeline IYZ 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: 14,184 shares; 2025Q1: 14,184 shares; 2025Q2: 13,496 shares; 2025Q3: 13,496 shares; 2025Q4: 43,926 shares 43,926 $1.49M 0.06% +30,430 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: 9,356 shares; 2024Q4: 9,152 shares; 2025Q1: 17,360 shares; 2025Q2: 19,746 shares; 2025Q3: 19,223 shares; 2025Q4: 19,412 shares 19,412 $1.44M 0.06% +189 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: 9,548 shares; 2024Q4: 8,131 shares; 2025Q1: 8,201 shares; 2025Q2: 8,131 shares; 2025Q3: 8,131 shares; 2025Q4: 8,131 shares 8,131 $1.41M 0.05% 0 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,494 shares; 2024Q4: 1,387 shares; 2025Q1: 1,576 shares; 2025Q2: 1,640 shares; 2025Q3: 1,570 shares; 2025Q4: 1,585 shares 1,585 $1.39M 0.05% +15 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,557 shares; 2024Q4: 6,555 shares; 2025Q1: 6,571 shares; 2025Q2: 6,553 shares; 2025Q3: 6,553 shares; 2025Q4: 6,553 shares 6,553 $1.36M 0.05% 0 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,177 shares; 2024Q4: 12,177 shares; 2025Q1: 12,177 shares; 2025Q2: 12,177 shares; 2025Q3: 29,177 shares; 2025Q4: 48,189 shares 48,189 $1.32M 0.05% +19,012 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: 16,906 shares; 2024Q4: 16,906 shares; 2025Q1: 16,705 shares; 2025Q2: 16,505 shares; 2025Q3: 16,476 shares; 2025Q4: 16,416 shares 16,416 $1.3M 0.05% -60 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: 3,385 shares; 2024Q4: 3,859 shares; 2025Q1: 3,653 shares; 2025Q2: 4,444 shares; 2025Q3: 4,284 shares; 2025Q4: 4,284 shares 4,284 $1.24M 0.05% 0 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,716 shares; 2024Q4: 4,053 shares; 2025Q1: 3,191 shares; 2025Q2: 3,356 shares; 2025Q3: 3,156 shares; 2025Q4: 3,174 shares 3,174 $1.24M 0.05% +18 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: 1,834 shares; 2024Q4: 1,838 shares; 2025Q1: 1,852 shares; 2025Q2: 2,065 shares; 2025Q3: 2,279 shares; 2025Q4: 2,139 shares 2,139 $1.22M 0.05% -140 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: 3,009 shares; 2024Q4: 3,087 shares; 2025Q1: 452 shares; 2025Q2: 4,206 shares; 2025Q3: 4,395 shares; 2025Q4: 4,397 shares 4,397 $1.21M 0.05% +2 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: 3,038 shares; 2024Q4: 3,524 shares; 2025Q1: 3,595 shares; 2025Q2: 3,190 shares; 2025Q3: 2,414 shares; 2025Q4: 2,573 shares 2,573 $1.2M 0.05% +159 Timeline NWBI NORTHWEST BANCSHARES INC More: the full row for NORTHWEST BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,074 shares; 2024Q4: 106,281 shares; 2025Q1: 103,425 shares; 2025Q2: 102,138 shares; 2025Q3: 101,328 shares; 2025Q4: 97,390 shares 97,390 $1.17M 0.05% -3,938 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,971 shares; 2024Q4: 32,538 shares; 2025Q1: 28,289 shares; 2025Q2: 19,812 shares; 2025Q3: 8,800 shares; 2025Q4: 19,780 shares 19,780 $1.16M 0.05% +10,980 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 666 shares; 2024Q4: 666 shares; 2025Q1: 666 shares; 2025Q2: 666 shares; 2025Q3: 666 shares; 2025Q4: 666 shares 666 $1.13M 0.04% 0 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,602 shares; 2024Q4: 3,586 shares; 2025Q1: 1,541 shares; 2025Q2: 3,585 shares; 2025Q3: 3,587 shares; 2025Q4: 3,560 shares 3,560 $1.1M 0.04% -27 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: 4,219 shares; 2024Q4: 4,219 shares; 2025Q1: 4,195 shares; 2025Q2: 4,195 shares; 2025Q3: 4,195 shares; 2025Q4: 4,195 shares 4,195 $1.09M 0.04% 0 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,930 shares; 2024Q4: 3,930 shares; 2025Q1: 3,930 shares; 2025Q2: 3,930 shares; 2025Q3: 3,930 shares; 2025Q4: 3,869 shares 3,869 $1.07M 0.04% -61 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,746 shares; 2024Q4: 20,145 shares; 2025Q1: 20,255 shares; 2025Q2: 21,558 shares; 2025Q3: 20,396 shares; 2025Q4: 19,646 shares 19,646 $1.06M 0.04% -750 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,407 shares; 2024Q4: 7,672 shares; 2025Q1: 7,696 shares; 2025Q2: 8,543 shares; 2025Q3: 8,812 shares; 2025Q4: 9,741 shares 9,741 $1.04M 0.04% +929 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,913 shares; 2024Q4: 23,839 shares; 2025Q1: 23,839 shares; 2025Q2: 23,839 shares; 2025Q3: 25,901 shares; 2025Q4: 25,901 shares 25,901 $1.03M 0.04% 0 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,563 shares; 2024Q4: 36,304 shares; 2025Q1: 27,495 shares; 2025Q2: 35,475 shares; 2025Q3: 34,373 shares; 2025Q4: 33,978 shares 33,978 $1.02M 0.04% -395 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: 293,282 shares; 2024Q4: 248,613 shares; 2025Q1: 15,359 shares; 2025Q2: 15,413 shares; 2025Q3: 13,002 shares; 2025Q4: 12,754 shares 12,754 $1.01M 0.04% -248 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: 14,782 shares; 2024Q4: 14,783 shares; 2025Q1: 14,664 shares; 2025Q2: 15,599 shares; 2025Q3: 15,448 shares; 2025Q4: 15,821 shares 15,821 $1.01M 0.04% +373 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,416 shares; 2024Q4: 3,416 shares; 2025Q1: 3,416 shares; 2025Q2: 4,108 shares; 2025Q3: 4,108 shares; 2025Q4: 4,109 shares 4,109 $996K 0.04% +1 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,928 shares; 2024Q4: 6,928 shares; 2025Q1: 6,895 shares; 2025Q2: 6,895 shares; 2025Q3: 6,895 shares; 2025Q4: 6,895 shares 6,895 $976K 0.04% 0 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,658 shares; 2024Q4: 3,658 shares; 2025Q1: 3,919 shares; 2025Q2: 3,893 shares; 2025Q3: 3,893 shares; 2025Q4: 3,911 shares 3,911 $966K 0.04% +18 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: 1,169 shares; 2024Q4: 1,259 shares; 2025Q1: 1,773 shares; 2025Q2: 1,772 shares; 2025Q3: 2,004 shares; 2025Q4: 1,999 shares 1,999 $899K 0.03% -5 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,492 shares; 2024Q4: 6,171 shares; 2025Q1: 6,132 shares; 2025Q2: 6,171 shares; 2025Q3: 6,192 shares; 2025Q4: 6,392 shares 6,392 $881K 0.03% +200 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: 1,785 shares; 2024Q4: 1,896 shares; 2025Q1: 1,625 shares; 2025Q2: 1,869 shares; 2025Q3: 1,883 shares; 2025Q4: 1,857 shares 1,857 $879K 0.03% -26 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: 8,804 shares; 2024Q4: 8,245 shares; 2025Q1: 7,315 shares; 2025Q2: 7,515 shares; 2025Q3: 7,395 shares; 2025Q4: 8,539 shares 8,539 $862K 0.03% +1,144 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: 290,173 shares; 2024Q4: 302,861 shares; 2025Q1: 310,107 shares; 2025Q2: 12,135 shares; 2025Q3: 10,450 shares; 2025Q4: 10,344 shares 10,344 $845K 0.03% -106 Timeline TFI 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: 35,520 shares; 2024Q4: 33,135 shares; 2025Q1: 27,977 shares; 2025Q2: 17,170 shares; 2025Q3: 19,735 shares; 2025Q4: 18,425 shares 18,425 $842K 0.03% -1,310 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: 2,186 shares; 2024Q4: 3,286 shares; 2025Q1: 3,173 shares; 2025Q2: 3,053 shares; 2025Q3: 3,053 shares; 2025Q4: 5,794 shares 5,794 $834K 0.03% +2,741 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: 1,100 shares; 2024Q4: 2,184 shares; 2025Q1: 2,395 shares; 2025Q2: 2,161 shares; 2025Q3: 2,029 shares; 2025Q4: 2,397 shares 2,397 $830K 0.03% +368 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: 9,182 shares; 2024Q4: 9,618 shares; 2025Q1: 8,327 shares; 2025Q2: 8,643 shares; 2025Q3: 8,623 shares; 2025Q4: 8,132 shares 8,132 $812K 0.03% -491 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: 1,302 shares; 2024Q4: 1,278 shares; 2025Q1: 1,271 shares; 2025Q2: 1,266 shares; 2025Q3: 1,360 shares; 2025Q4: 1,316 shares 1,316 $808K 0.03% -44 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,092 shares; 2024Q4: 1,427 shares; 2025Q1: 1,212 shares; 2025Q2: 1,656 shares; 2025Q3: 1,656 shares; 2025Q4: 1,626 shares 1,626 $797K 0.03% -30 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: 550 shares; 2024Q4: 3,499 shares; 2025Q1: 2,392 shares; 2025Q2: 4,466 shares; 2025Q3: 4,475 shares; 2025Q4: 4,266 shares 4,266 $792K 0.03% -209 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: 2,749 shares; 2024Q4: 2,728 shares; 2025Q1: 2,532 shares; 2025Q2: 2,457 shares; 2025Q3: 2,942 shares; 2025Q4: 2,942 shares 2,942 $789K 0.03% 0 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 204,904 shares; 2024Q4: 87,211 shares; 2025Q1: 85,437 shares; 2025Q2: 58,763 shares; 2025Q3: 20,835 shares; 2025Q4: 21,075 shares 21,075 $778K 0.03% +240 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: 4,270 shares; 2024Q4: 7,920 shares; 2025Q1: 4,595 shares; 2025Q2: 9,575 shares; 2025Q3: 9,365 shares; 2025Q4: 8,781 shares 8,781 $766K 0.03% -584 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,817 shares; 2024Q4: 8,633 shares; 2025Q1: 8,235 shares; 2025Q2: 8,067 shares; 2025Q3: 8,077 shares; 2025Q4: 7,973 shares 7,973 $766K 0.03% -104 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: 1,748 shares; 2024Q4: 1,748 shares; 2025Q1: 1,784 shares; 2025Q2: 1,784 shares; 2025Q3: 1,784 shares; 2025Q4: 1,784 shares 1,784 $761K 0.03% 0 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,062 shares; 2024Q4: 2,362 shares; 2025Q1: 2,412 shares; 2025Q2: 2,364 shares; 2025Q3: 2,362 shares; 2025Q4: 2,146 shares 2,146 $754K 0.03% -216 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,536 shares; 2024Q4: 5,429 shares; 2025Q1: 5,319 shares; 2025Q2: 4,102 shares; 2025Q3: 4,102 shares; 2025Q4: 4,102 shares 4,102 $739K 0.03% 0 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: 504 shares; 2024Q4: 504 shares; 2025Q1: 504 shares; 2025Q2: 820 shares; 2025Q3: 941 shares; 2025Q4: 1,170 shares 1,170 $734K 0.03% +229 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,754 shares; 2024Q4: 30,269 shares; 2025Q1: 23,679 shares; 2025Q2: 28,373 shares; 2025Q3: 29,042 shares; 2025Q4: 29,164 shares 29,164 $726K 0.03% +122 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,570 shares; 2024Q4: 21,266 shares; 2025Q1: 21,801 shares; 2025Q2: 23,889 shares; 2025Q3: 23,073 shares; 2025Q4: 22,088 shares 22,088 $708K 0.03% -985 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,149 shares; 2024Q4: 7,149 shares; 2025Q1: 3,804 shares; 2025Q2: 6,804 shares; 2025Q3: 6,804 shares; 2025Q4: 6,804 shares 6,804 $698K 0.03% 0 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: 2,670 shares; 2024Q4: 3,820 shares; 2025Q1: 4,074 shares; 2025Q2: 3,824 shares; 2025Q3: 3,831 shares; 2025Q4: 3,831 shares 3,831 $680K 0.03% 0 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,953 shares; 2024Q4: 22,573 shares; 2025Q1: 14,285 shares; 2025Q2: 27,895 shares; 2025Q3: 26,472 shares; 2025Q4: 27,192 shares 27,192 $675K 0.03% +720 Timeline CGHM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF 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: 6,700 shares; 2025Q4: 26,288 shares 26,288 $670K 0.03% +19,588 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,500 shares; 2024Q4: 36,900 shares; 2025Q1: 33,000 shares; 2025Q2: 33,785 shares; 2025Q3: 32,785 shares; 2025Q4: 32,150 shares 32,150 $650K 0.03% -635 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: 960 shares; 2024Q4: 962 shares; 2025Q1: 946 shares; 2025Q2: 887 shares; 2025Q3: 889 shares; 2025Q4: 859 shares 859 $648K 0.03% -30 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,409 shares; 2024Q4: 20,413 shares; 2025Q1: 19,917 shares; 2025Q2: 19,343 shares; 2025Q3: 18,260 shares; 2025Q4: 16,764 shares 16,764 $608K 0.02% -1,496 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: 49,641 shares; 2024Q4: 48,518 shares; 2025Q1: 46,088 shares; 2025Q2: 2,698 shares; 2025Q3: 2,687 shares; 2025Q4: 2,820 shares 2,820 $604K 0.02% +133 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,660 shares; 2024Q4: 2,660 shares; 2025Q1: 2,658 shares; 2025Q2: 2,658 shares; 2025Q3: 2,658 shares; 2025Q4: 2,708 shares 2,708 $594K 0.02% +50 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,784 shares; 2024Q4: 2,827 shares; 2025Q1: 1,756 shares; 2025Q2: 2,851 shares; 2025Q3: 2,851 shares; 2025Q4: 2,732 shares 2,732 $575K 0.02% -119 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,682 shares; 2024Q4: 3,682 shares; 2025Q1: 3,387 shares; 2025Q2: 3,387 shares; 2025Q3: 3,387 shares; 2025Q4: 3,387 shares 3,387 $569K 0.02% 0 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,964 shares; 2024Q4: 6,749 shares; 2025Q1: 5,707 shares; 2025Q2: 6,676 shares; 2025Q3: 6,662 shares; 2025Q4: 5,772 shares 5,772 $564K 0.02% -890 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,844 shares; 2024Q4: 1,984 shares; 2025Q1: 1,714 shares; 2025Q2: 1,714 shares; 2025Q3: 1,714 shares; 2025Q4: 1,714 shares 1,714 $554K 0.02% 0 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: 4,580 shares; 2024Q4: 4,780 shares; 2025Q1: 4,030 shares; 2025Q2: 4,729 shares; 2025Q3: 3,958 shares; 2025Q4: 3,089 shares 3,089 $549K 0.02% -869 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,104 shares; 2024Q4: 4,535 shares; 2025Q1: 9,599 shares; 2025Q2: 10,709 shares; 2025Q3: 10,896 shares; 2025Q4: 11,358 shares 11,358 $549K 0.02% +462 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: 6,981 shares; 2024Q4: 7,021 shares; 2025Q1: 7,192 shares; 2025Q2: 7,017 shares; 2025Q3: 6,442 shares; 2025Q4: 6,444 shares 6,444 $543K 0.02% +2 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,158 shares; 2024Q4: 3,157 shares; 2025Q1: 2,127 shares; 2025Q2: 2,976 shares; 2025Q3: 2,976 shares; 2025Q4: 2,976 shares 2,976 $539K 0.02% 0 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: 80 shares; 2024Q4: 80 shares; 2025Q1: 80 shares; 2025Q2: 93 shares; 2025Q3: 185 shares; 2025Q4: 1,122 shares 1,122 $539K 0.02% +937 Timeline OIH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 717 shares; 2024Q4: 1,364 shares; 2025Q1: 1,164 shares; 2025Q2: 1,233 shares; 2025Q3: 1,121 shares; 2025Q4: 1,872 shares 1,872 $533K 0.02% +751 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,140 shares; 2024Q4: 7,670 shares; 2025Q1: 7,810 shares; 2025Q2: 7,670 shares; 2025Q3: 7,670 shares; 2025Q4: 7,670 shares 7,670 $522K 0.02% 0 Timeline EFIV 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: 7,555 shares; 2024Q4: 7,555 shares; 2025Q1: 7,555 shares; 2025Q2: 7,555 shares; 2025Q3: 7,555 shares; 2025Q4: 7,555 shares 7,555 $500K 0.02% 0 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,560 shares; 2024Q4: 7,655 shares; 2025Q1: 7,679 shares; 2025Q2: 7,641 shares; 2025Q3: 7,571 shares; 2025Q4: 7,448 shares 7,448 $499K 0.02% -123 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: 2,967 shares; 2024Q4: 4,618 shares; 2025Q1: 3,180 shares; 2025Q2: 4,271 shares; 2025Q3: 4,241 shares; 2025Q4: 4,256 shares 4,256 $499K 0.02% +15 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: 3,282 shares; 2024Q4: 4,833 shares; 2025Q1: 4,874 shares; 2025Q2: 5,255 shares; 2025Q3: 4,758 shares; 2025Q4: 4,289 shares 4,289 $495K 0.02% -469 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: 3,007 shares; 2024Q4: 2,260 shares; 2025Q1: 2,260 shares; 2025Q2: 2,369 shares; 2025Q3: 2,369 shares; 2025Q4: 2,369 shares 2,369 $494K 0.02% 0 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109 shares; 2024Q4: 109 shares; 2025Q1: 109 shares; 2025Q2: 415 shares; 2025Q3: 3,375 shares; 2025Q4: 3,375 shares 3,375 $484K 0.02% 0 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 846 shares; 2024Q4: 1,322 shares; 2025Q1: 850 shares; 2025Q2: 1,458 shares; 2025Q3: 1,335 shares; 2025Q4: 1,335 shares 1,335 $468K 0.02% 0 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,099 shares; 2024Q4: 2,668 shares; 2025Q1: 2,792 shares; 2025Q2: 2,767 shares; 2025Q3: 2,721 shares; 2025Q4: 2,721 shares 2,721 $436K 0.02% 0 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,020 shares; 2024Q4: 3,060 shares; 2025Q1: 2,780 shares; 2025Q2: 3,060 shares; 2025Q3: 3,035 shares; 2025Q4: 2,855 shares 2,855 $432K 0.02% -180 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,271 shares; 2024Q4: 4,942 shares; 2025Q1: 4,542 shares; 2025Q2: 4,942 shares; 2025Q3: 4,577 shares; 2025Q4: 4,577 shares 4,577 $423K 0.02% 0 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,326 shares; 2024Q4: 5,226 shares; 2025Q1: 4,626 shares; 2025Q2: 5,995 shares; 2025Q3: 5,268 shares; 2025Q4: 5,268 shares 5,268 $423K 0.02% 0 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,206 shares; 2024Q4: 3,206 shares; 2025Q1: 1,701 shares; 2025Q2: 3,047 shares; 2025Q3: 3,047 shares; 2025Q4: 3,047 shares 3,047 $420K 0.02% 0 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: 1,436 shares; 2024Q4: 1,436 shares; 2025Q1: 1,436 shares; 2025Q2: 1,446 shares; 2025Q3: 1,446 shares; 2025Q4: 1,446 shares 1,446 $416K 0.02% 0 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,265 shares; 2024Q4: 9,846 shares; 2025Q1: 9,818 shares; 2025Q2: 9,308 shares; 2025Q3: 7,321 shares; 2025Q4: 7,431 shares 7,431 $409K 0.02% +110 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: 1,090 shares; 2024Q4: 2,828 shares; 2025Q1: 1,211 shares; 2025Q2: 2,580 shares; 2025Q3: 3,944 shares; 2025Q4: 4,536 shares 4,536 $406K 0.02% +592 Timeline XVV 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: 9,401 shares; 2024Q4: 9,401 shares; 2025Q1: 9,244 shares; 2025Q2: 7,649 shares; 2025Q3: 7,649 shares; 2025Q4: 7,649 shares 7,649 $403K 0.02% 0 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,296 shares; 2024Q4: 5,296 shares; 2025Q1: 7,100 shares; 2025Q2: 7,100 shares; 2025Q3: 7,839 shares; 2025Q4: 8,059 shares 8,059 $400K 0.02% +220 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,981 shares; 2024Q4: 4,281 shares; 2025Q1: 4,081 shares; 2025Q2: 4,306 shares; 2025Q3: 4,100 shares; 2025Q4: 3,930 shares 3,930 $396K 0.02% -170 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 160 shares; 2024Q4: 176 shares; 2025Q1: 160 shares; 2025Q2: 1,831 shares; 2025Q3: 3,131 shares; 2025Q4: 3,131 shares 3,131 $394K 0.02% 0 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 479 shares; 2024Q4: 523 shares; 2025Q1: 455 shares; 2025Q2: 568 shares; 2025Q3: 1,858 shares; 2025Q4: 1,858 shares 1,858 $394K 0.02% 0 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 126 shares; 2024Q4: 237 shares; 2025Q1: 56 shares; 2025Q2: 423 shares; 2025Q3: 3,363 shares; 2025Q4: 3,161 shares 3,161 $390K 0.02% -202 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 885 shares; 2024Q4: 885 shares; 2025Q1: 885 shares; 2025Q2: 2,085 shares; 2025Q3: 2,085 shares; 2025Q4: 2,085 shares 2,085 $384K 0.01% 0 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: 905 shares; 2024Q4: 878 shares; 2025Q1: 878 shares; 2025Q2: 918 shares; 2025Q3: 918 shares; 2025Q4: 918 shares 918 $379K 0.01% 0 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,817 shares; 2024Q4: 2,217 shares; 2025Q1: 1,695 shares; 2025Q2: 1,995 shares; 2025Q3: 1,716 shares; 2025Q4: 1,707 shares 1,707 $375K 0.01% -9 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,172 shares; 2024Q4: 3,608 shares; 2025Q1: 3,385 shares; 2025Q2: 4,084 shares; 2025Q3: 4,184 shares; 2025Q4: 3,984 shares 3,984 $373K 0.01% -200 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: 218,629 shares; 2024Q4: 114,985 shares; 2025Q1: 2,624 shares; 2025Q2: 4,323 shares; 2025Q3: 5,545 shares; 2025Q4: 5,545 shares 5,545 $373K 0.01% 0 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,689 shares; 2024Q4: 2,869 shares; 2025Q1: 2,689 shares; 2025Q2: 2,869 shares; 2025Q3: 2,869 shares; 2025Q4: 2,869 shares 2,869 $370K 0.01% 0 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,431 shares; 2024Q4: 6,481 shares; 2025Q1: 6,708 shares; 2025Q2: 7,236 shares; 2025Q3: 7,169 shares; 2025Q4: 7,003 shares 7,003 $370K 0.01% -166 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,763 shares; 2024Q4: 14,546 shares; 2025Q1: 11,940 shares; 2025Q2: 6,922 shares; 2025Q3: 4,683 shares; 2025Q4: 4,008 shares 4,008 $366K 0.01% -675 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,161 shares; 2024Q4: 1,393 shares; 2025Q1: 999 shares; 2025Q2: 1,370 shares; 2025Q3: 1,341 shares; 2025Q4: 1,261 shares 1,261 $366K 0.01% -80 Timeline NYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,335 shares; 2024Q4: 7,335 shares; 2025Q1: 7,335 shares; 2025Q2: 7,093 shares; 2025Q3: 7,093 shares; 2025Q4: 6,793 shares 6,793 $363K 0.01% -300 Timeline SLF SUN LIFE FINANCIAL INC. More: the full row for SUN LIFE FINANCIAL INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 650 shares; 2024Q4: 650 shares; 2025Q1: 650 shares; 2025Q2: 5,747 shares; 2025Q3: 5,747 shares; 2025Q4: 5,747 shares 5,747 $359K 0.01% 0 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,303 shares; 2024Q4: 2,927 shares; 2025Q1: 2,808 shares; 2025Q2: 3,017 shares; 2025Q3: 3,040 shares; 2025Q4: 3,040 shares 3,040 $353K 0.01% 0 Timeline FLRN 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: 96,811 shares; 2024Q4: 83,696 shares; 2025Q1: 16,986 shares; 2025Q2: 15,586 shares; 2025Q3: 14,291 shares; 2025Q4: 11,421 shares 11,421 $351K 0.01% -2,870 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: 812 shares; 2024Q4: 812 shares; 2025Q1: 812 shares; 2025Q2: 812 shares; 2025Q3: 1,375 shares; 2025Q4: 1,375 shares 1,375 $347K 0.01% 0 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,483 shares; 2024Q4: 9,699 shares; 2025Q1: 10,540 shares; 2025Q2: 11,476 shares; 2025Q3: 11,339 shares; 2025Q4: 11,707 shares 11,707 $346K 0.01% +368 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: 4,198 shares; 2024Q4: 4,205 shares; 2025Q1: 3,877 shares; 2025Q2: 3,993 shares; 2025Q3: 4,142 shares; 2025Q4: 7,703 shares 7,703 $344K 0.01% +3,561 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,395 shares; 2024Q4: 8,060 shares; 2025Q1: 8,709 shares; 2025Q2: 8,094 shares; 2025Q3: 7,105 shares; 2025Q4: 7,105 shares 7,105 $344K 0.01% 0 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,927 shares; 2024Q4: 6,622 shares; 2025Q1: 5,109 shares; 2025Q2: 6,442 shares; 2025Q3: 5,977 shares; 2025Q4: 5,827 shares 5,827 $341K 0.01% -150 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: 3,586 shares; 2024Q4: 3,015 shares; 2025Q1: 2,923 shares; 2025Q2: 3,095 shares; 2025Q3: 2,740 shares; 2025Q4: 2,751 shares 2,751 $338K 0.01% +11 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,484 shares; 2024Q4: 1,484 shares; 2025Q1: 1,624 shares; 2025Q2: 1,749 shares; 2025Q3: 1,549 shares; 2025Q4: 1,549 shares 1,549 $336K 0.01% 0 Timeline WNEB WESTERN NEW ENG BANCORP INC More: the full row for WESTERN NEW ENG BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,490 shares; 2024Q4: 24,178 shares; 2025Q1: 19,671 shares; 2025Q2: 27,648 shares; 2025Q3: 11,412 shares; 2025Q4: 26,584 shares 26,584 $335K 0.01% +15,172 Timeline MCI BARINGS CORPORATE INVS More: the full row for BARINGS CORPORATE INVS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,985 shares; 2024Q4: 17,925 shares; 2025Q1: 11,535 shares; 2025Q2: 18,105 shares; 2025Q3: 18,109 shares; 2025Q4: 18,113 shares 18,113 $329K 0.01% +4 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: 274 shares; 2024Q4: 274 shares; 2025Q1: 274 shares; 2025Q2: 274 shares; 2025Q3: 1,624 shares; 2025Q4: 1,624 shares 1,624 $325K 0.01% 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: 555 shares; 2024Q4: 16,600 shares; 2025Q1: 15,812 shares; 2025Q2: 15,591 shares; 2025Q3: 14,782 shares; 2025Q4: 1,688 shares 1,688 $323K 0.01% -13,094 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,280 shares; 2024Q4: 2,520 shares; 2025Q1: 2,604 shares; 2025Q2: 2,298 shares; 2025Q3: 2,345 shares; 2025Q4: 2,356 shares 2,356 $318K 0.01% +11 Timeline ESML 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: 4,173 shares; 2025Q1: not reported; 2025Q2: 6,511 shares; 2025Q3: 6,511 shares; 2025Q4: 6,834 shares 6,834 $314K 0.01% +323 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,850 shares; 2024Q4: 3,066 shares; 2025Q1: 2,923 shares; 2025Q2: 2,923 shares; 2025Q3: 2,923 shares; 2025Q4: 2,923 shares 2,923 $304K 0.01% 0 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,681 shares; 2024Q4: 4,723 shares; 2025Q1: 4,050 shares; 2025Q2: 5,094 shares; 2025Q3: 5,214 shares; 2025Q4: 5,222 shares 5,222 $301K 0.01% +8 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,383 shares; 2025Q2: 3,359 shares; 2025Q3: 3,095 shares; 2025Q4: 3,502 shares 3,502 $300K 0.01% +407 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,408 shares; 2024Q4: 4,533 shares; 2025Q1: 4,533 shares; 2025Q2: 4,533 shares; 2025Q3: 4,744 shares; 2025Q4: 3,951 shares 3,951 $290K 0.01% -793 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,549 shares; 2024Q4: 8,073 shares; 2025Q1: 4,192 shares; 2025Q2: 9,554 shares; 2025Q3: 9,586 shares; 2025Q4: 8,354 shares 8,354 $290K 0.01% -1,232 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: 5,458 shares; 2024Q4: 5,201 shares; 2025Q1: 4,535 shares; 2025Q2: 4,388 shares; 2025Q3: 4,388 shares; 2025Q4: 4,388 shares 4,388 $290K 0.01% 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: 777 shares; 2024Q4: 752 shares; 2025Q1: 1,485 shares; 2025Q2: 1,547 shares; 2025Q3: 1,439 shares; 2025Q4: 1,558 shares 1,558 $289K 0.01% +119 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,483 shares; 2024Q4: 4,483 shares; 2025Q1: 4,483 shares; 2025Q2: 4,483 shares; 2025Q3: 4,483 shares; 2025Q4: 4,846 shares 4,846 $289K 0.01% +363 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,975 shares; 2024Q4: 5,735 shares; 2025Q1: 400 shares; 2025Q2: 6,764 shares; 2025Q3: 6,592 shares; 2025Q4: 6,794 shares 6,794 $284K 0.01% +202 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,286 shares; 2024Q4: 1,286 shares; 2025Q1: 1,086 shares; 2025Q2: 1,347 shares; 2025Q3: 1,361 shares; 2025Q4: 1,361 shares 1,361 $283K 0.01% 0 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,178 shares; 2024Q4: 5,178 shares; 2025Q1: 5,657 shares; 2025Q2: 5,015 shares; 2025Q3: 4,977 shares; 2025Q4: 5,289 shares 5,289 $282K 0.01% +312 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: 4,308 shares; 2024Q4: 4,308 shares; 2025Q1: 4,224 shares; 2025Q2: 4,161 shares; 2025Q3: 4,406 shares; 2025Q4: 4,156 shares 4,156 $279K 0.01% -250 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: 956 shares; 2024Q4: 956 shares; 2025Q1: 956 shares; 2025Q2: 1,034 shares; 2025Q3: 1,031 shares; 2025Q4: 1,058 shares 1,058 $278K 0.01% +27 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,697 shares; 2024Q4: 3,697 shares; 2025Q1: 3,697 shares; 2025Q2: 3,534 shares; 2025Q3: 2,689 shares; 2025Q4: 2,342 shares 2,342 $276K 0.01% -347 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,637 shares; 2024Q4: 3,212 shares; 2025Q1: 2,563 shares; 2025Q2: 3,332 shares; 2025Q3: 3,346 shares; 2025Q4: 3,335 shares 3,335 $274K 0.01% -11 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: 92 shares; 2024Q4: 725 shares; 2025Q1: 1,057 shares; 2025Q2: 1,066 shares; 2025Q3: 1,066 shares; 2025Q4: 1,196 shares 1,196 $272K 0.01% +130 Timeline BNL BROADSTONE NET LEASE INC More: the full row for BROADSTONE NET LEASE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,624 shares; 2024Q4: 15,624 shares; 2025Q1: 15,624 shares; 2025Q2: 15,624 shares; 2025Q3: 15,624 shares; 2025Q4: 15,624 shares 15,624 $271K 0.01% 0 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,873 shares; 2024Q4: 2,873 shares; 2025Q1: 2,729 shares; 2025Q2: 3,019 shares; 2025Q3: 2,986 shares; 2025Q4: 3,044 shares 3,044 $266K 0.01% +58 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,418 shares; 2025Q2: 6,536 shares; 2025Q3: 6,461 shares; 2025Q4: 4,964 shares 4,964 $262K 0.01% -1,497 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,234 shares; 2024Q4: 15,147 shares; 2025Q1: 14,210 shares; 2025Q2: 12,615 shares; 2025Q3: 12,950 shares; 2025Q4: 9,449 shares 9,449 $259K 0.01% -3,501 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 687 shares; 2025Q3: 687 shares; 2025Q4: 687 shares 687 $257K 0.01% 0 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,059 shares; 2024Q4: 4,197 shares; 2025Q1: 2,953 shares; 2025Q2: 3,945 shares; 2025Q3: 3,245 shares; 2025Q4: 3,245 shares 3,245 $256K 0.01% 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: 1,910 shares; 2024Q4: 1,930 shares; 2025Q1: 1,920 shares; 2025Q2: 1,920 shares; 2025Q3: 1,920 shares; 2025Q4: 1,993 shares 1,993 $254K 0.01% +73 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 179 shares; 2024Q4: 677 shares; 2025Q1: 977 shares; 2025Q2: 3,372 shares; 2025Q3: 3,244 shares; 2025Q4: 3,177 shares 3,177 $253K 0.01% -67 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: 13,631 shares; 2024Q4: 3,922 shares; 2025Q1: 4,245 shares; 2025Q2: 4,667 shares; 2025Q3: 121 shares; 2025Q4: 709 shares 709 $248K 0.01% +588 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 643 shares; 2024Q4: 643 shares; 2025Q1: 643 shares; 2025Q2: 329 shares; 2025Q3: 329 shares; 2025Q4: 1,940 shares 1,940 $248K 0.01% +1,611 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,866 shares; 2024Q4: 3,899 shares; 2025Q1: 2,999 shares; 2025Q2: 3,766 shares; 2025Q3: 3,366 shares; 2025Q4: 3,117 shares 3,117 $229K 0.01% -249 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: 1,814 shares; 2024Q4: 1,871 shares; 2025Q1: 1,945 shares; 2025Q2: 1,594 shares; 2025Q3: 1,616 shares; 2025Q4: 1,616 shares 1,616 $228K 0.01% 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: 24 shares; 2024Q4: 24 shares; 2025Q1: 32 shares; 2025Q2: 231 shares; 2025Q3: 225 shares; 2025Q4: 187 shares 187 $227K 0.01% -38 Timeline FDRR FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,713 shares; 2024Q4: 3,713 shares; 2025Q1: 3,713 shares; 2025Q2: 3,713 shares; 2025Q3: 3,713 shares; 2025Q4: 3,713 shares 3,713 $227K 0.01% 0 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,355 shares; 2024Q4: 1,705 shares; 2025Q1: 1,482 shares; 2025Q2: 1,580 shares; 2025Q3: 1,746 shares; 2025Q4: 1,731 shares 1,731 $223K 0.01% -15 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: 2,612 shares; 2024Q4: 2,862 shares; 2025Q1: 4,169 shares; 2025Q2: 3,688 shares; 2025Q3: 3,681 shares; 2025Q4: 4,081 shares 4,081 $220K 0.01% +400 Timeline TDC TERADATA CORP DEL More: the full row for TERADATA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,050 shares; 2025Q3: 1,050 shares; 2025Q4: 7,120 shares 7,120 $217K 0.01% +6,070 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,836 shares; 2024Q4: 1,836 shares; 2025Q1: 1,836 shares; 2025Q2: 1,836 shares; 2025Q3: 1,836 shares; 2025Q4: 1,752 shares 1,752 $209K 0.01% -84 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: 485 shares; 2024Q4: 1,345 shares; 2025Q1: 551 shares; 2025Q2: 1,386 shares; 2025Q3: 541 shares; 2025Q4: 526 shares 526 $208K 0.01% -15 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50 shares; 2024Q4: 50 shares; 2025Q1: 74 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 1,016 shares 1,016 $208K 0.01% +916 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: 252 shares; 2024Q4: 252 shares; 2025Q1: 252 shares; 2025Q2: 252 shares; 2025Q3: 252 shares; 2025Q4: 252 shares 252 $204K 0.01% 0 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 577 shares; 2024Q4: 608 shares; 2025Q1: 244 shares; 2025Q2: 597 shares; 2025Q3: 575 shares; 2025Q4: 561 shares 561 $198K 0.01% -14 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA 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: not reported; 2025Q2: 908 shares; 2025Q3: 773 shares; 2025Q4: 698 shares 698 $198K 0.01% -75 Timeline IBB 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: 1,185 shares; 2024Q4: 1,170 shares; 2025Q1: 1,170 shares; 2025Q2: 1,170 shares; 2025Q3: 1,170 shares; 2025Q4: 1,170 shares 1,170 $197K 0.01% 0 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 537 shares; 2024Q4: 837 shares; 2025Q1: 837 shares; 2025Q2: 1,508 shares; 2025Q3: 1,767 shares; 2025Q4: 1,746 shares 1,746 $197K 0.01% -21 Timeline PEGA PEGASYSTEMS INC More: the full row for PEGASYSTEMS 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: 3,299 shares 3,299 $197K 0.01% new Timeline CARG CARGURUS INC More: the full row for CARGURUS 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: 5,088 shares 5,088 $195K 0.01% new Timeline ONTO ONTO INNOVATION INC More: the full row for ONTO INNOVATION 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: 1,227 shares 1,227 $194K 0.01% new Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,750 shares; 2024Q4: 2,750 shares; 2025Q1: 2,750 shares; 2025Q2: 3,703 shares; 2025Q3: 3,703 shares; 2025Q4: 3,592 shares 3,592 $190K 0.01% -111 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,002 shares; 2024Q4: 5,296 shares; 2025Q1: 5,122 shares; 2025Q2: 5,338 shares; 2025Q3: 5,233 shares; 2025Q4: 4,733 shares 4,733 $190K 0.01% -500 Timeline YELP YELP INC More: the full row for YELP 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: 6,258 shares 6,258 $190K 0.01% new Timeline AYI ACUITY INC More: the full row for ACUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 525 shares; 2025Q4: 525 shares 525 $189K 0.01% 0 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP 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: 18 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 387 shares 387 $189K 0.01% new Timeline ATMU ATMUS FILTRATION TECHNOLOGIE More: the full row for ATMUS FILTRATION TECHNOLOGIE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,481 shares; 2024Q4: 4,169 shares; 2025Q1: 4,085 shares; 2025Q2: 3,966 shares; 2025Q3: 3,710 shares; 2025Q4: 3,625 shares 3,625 $188K 0.01% -85 Timeline YETI YETI HLDGS INC More: the full row for YETI 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: not reported; 2025Q4: 4,204 shares 4,204 $186K 0.01% new 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: 800 shares; 2025Q1: 800 shares; 2025Q2: 805 shares; 2025Q3: 805 shares; 2025Q4: 805 shares 805 $183K 0.01% 0 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 185 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,394 shares 1,394 $183K 0.01% new Timeline YOU CLEAR SECURE INC More: the full row for CLEAR SECURE 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: 5,203 shares 5,203 $183K 0.01% new Timeline VIAV VIAVI SOLUTIONS INC More: the full row for VIAVI SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10 shares; 2024Q4: 11 shares; 2025Q1: 1 shares; 2025Q2: 11 shares; 2025Q3: 11 shares; 2025Q4: 10,237 shares 10,237 $182K 0.01% +10,226 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: 1,048 shares; 2024Q4: 1,048 shares; 2025Q1: 1,118 shares; 2025Q2: 1,118 shares; 2025Q3: 1,118 shares; 2025Q4: 1,118 shares 1,118 $182K 0.01% 0 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 744 shares; 2024Q4: 1,194 shares; 2025Q1: 774 shares; 2025Q2: 2,254 shares; 2025Q3: 1,874 shares; 2025Q4: 1,823 shares 1,823 $181K 0.01% -51 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS 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: 3,552 shares; 2025Q3: not reported; 2025Q4: 4,124 shares 4,124 $181K 0.01% new 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: 599 shares; 2024Q4: 798 shares; 2025Q1: 687 shares; 2025Q2: 732 shares; 2025Q3: 1,132 shares; 2025Q4: 1,132 shares 1,132 $180K 0.01% 0 Timeline CVCO CAVCO INDS INC DEL More: the full row for CAVCO INDS 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: 359 shares; 2025Q3: not reported; 2025Q4: 305 shares 305 $180K 0.01% new Timeline CRUS CIRRUS LOGIC INC More: the full row for CIRRUS LOGIC 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: 41 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,514 shares 1,514 $179K 0.01% new Timeline PGNY PROGYNY INC More: the full row for PROGYNY 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: 6,985 shares 6,985 $179K 0.01% new Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 230 shares; 2025Q3: 201 shares; 2025Q4: 196 shares 196 $178K 0.01% -5 Timeline HALO HALOZYME THERAPEUTICS INC More: the full row for HALOZYME THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,730 shares; 2025Q3: 2,196 shares; 2025Q4: 2,628 shares 2,628 $177K 0.01% +432 Timeline SKY CHAMPION HOMES INC More: the full row for CHAMPION HOMES 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: 43 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,092 shares 2,092 $177K 0.01% new 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: 336 shares; 2024Q4: 326 shares; 2025Q1: 357 shares; 2025Q2: 350 shares; 2025Q3: 340 shares; 2025Q4: 338 shares 338 $177K 0.01% -2 Timeline CSGS CSG SYS INTL INC More: the full row for CSG SYS 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: not reported; 2025Q4: 2,302 shares 2,302 $177K 0.01% new Timeline ACLS AXCELIS TECHNOLOGIES INC More: the full row for AXCELIS 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: 2,188 shares 2,188 $176K 0.01% new Timeline VOE 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: 715 shares; 2024Q4: 715 shares; 2025Q1: 715 shares; 2025Q2: 719 shares; 2025Q3: 771 shares; 2025Q4: 990 shares 990 $176K 0.01% +219 Timeline BL BLACKLINE INC More: the full row for BLACKLINE 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: 3,173 shares 3,173 $175K 0.01% new Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,322 shares; 2025Q3: 1,875 shares; 2025Q4: 1,772 shares 1,772 $175K 0.01% -103 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,200 shares 2,200 $175K 0.01% new Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 949 shares; 2024Q4: 2,199 shares; 2025Q1: 2,253 shares; 2025Q2: 1,874 shares; 2025Q3: 1,674 shares; 2025Q4: 1,549 shares 1,549 $174K 0.01% -125 Timeline IBP INSTALLED BLDG PRODS INC More: the full row for INSTALLED BLDG PRODS 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: 669 shares 669 $174K 0.01% new Timeline ALKS ALKERMES PLC More: the full row for ALKERMES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,180 shares 6,180 $173K 0.01% new Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN 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: 488 shares 488 $173K 0.01% new Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,608 shares 1,608 $172K 0.01% new Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,153 shares; 2024Q4: 3,027 shares; 2025Q1: 1,480 shares; 2025Q2: 2,993 shares; 2025Q3: 2,108 shares; 2025Q4: 2,321 shares 2,321 $171K 0.01% +213 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE 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: not reported; 2025Q4: 305 shares 305 $171K 0.01% new Timeline LVS LAS VEGAS SANDS CORP More: the full row for LAS VEGAS SANDS 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: 2,568 shares 2,568 $167K 0.01% new Timeline QLYS QUALYS INC More: the full row for QUALYS 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: 1,080 shares; 2025Q3: 1,228 shares; 2025Q4: 1,254 shares 1,254 $167K 0.01% +26 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,262 shares; 2024Q4: 1,262 shares; 2025Q1: 1,262 shares; 2025Q2: 1,262 shares; 2025Q3: 1,250 shares; 2025Q4: 1,250 shares 1,250 $166K 0.01% 0 Timeline INDB INDEPENDENT BK CORP MASS More: the full row for INDEPENDENT BK CORP MASS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 476 shares; 2024Q4: 2,213 shares; 2025Q1: 485 shares; 2025Q2: 2,223 shares; 2025Q3: 2,227 shares; 2025Q4: 2,231 shares 2,231 $163K 0.01% +4 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,475 shares; 2024Q4: 3,475 shares; 2025Q1: 3,475 shares; 2025Q2: 3,475 shares; 2025Q3: 3,475 shares; 2025Q4: 3,475 shares 3,475 $163K 0.01% 0 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,149 shares; 2024Q4: 1,149 shares; 2025Q1: 1,149 shares; 2025Q2: 1,149 shares; 2025Q3: 1,149 shares; 2025Q4: 1,149 shares 1,149 $162K 0.01% 0 Timeline BILS 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: 48,811 shares; 2024Q4: 47,717 shares; 2025Q1: 1,584 shares; 2025Q2: 1,494 shares; 2025Q3: 1,342 shares; 2025Q4: 1,629 shares 1,629 $162K 0.01% +287 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: 207 shares; 2024Q4: 207 shares; 2025Q1: 207 shares; 2025Q2: 207 shares; 2025Q3: 210 shares; 2025Q4: 243 shares 243 $161K 0.01% +33 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: 2,290 shares; 2024Q4: 2,290 shares; 2025Q1: 2,290 shares; 2025Q2: 2,290 shares; 2025Q3: 2,290 shares; 2025Q4: 2,290 shares 2,290 $159K 0.01% 0 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 280 shares; 2024Q4: 25 shares; 2025Q1: 25 shares; 2025Q2: 1,573 shares; 2025Q3: 1,573 shares; 2025Q4: 1,573 shares 1,573 $157K 0.01% 0 Timeline PHO 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: 2,185 shares; 2024Q4: 2,185 shares; 2025Q1: 2,185 shares; 2025Q2: 2,185 shares; 2025Q3: 2,185 shares; 2025Q4: 2,185 shares 2,185 $154K 0.01% 0 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,216 shares; 2024Q4: 1,111 shares; 2025Q1: not reported; 2025Q2: 1,111 shares; 2025Q3: 1,111 shares; 2025Q4: 1,812 shares 1,812 $149K 0.01% +701 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: 1,032 shares; 2025Q3: 1,032 shares; 2025Q4: 1,032 shares 1,032 $148K 0.01% 0 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,200 shares; 2025Q1: 1,200 shares; 2025Q2: 1,200 shares; 2025Q3: 1,200 shares; 2025Q4: 1,200 shares 1,200 $146K 0.01% 0 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,040 shares; 2024Q4: 3,640 shares; 2025Q1: 2,431 shares; 2025Q2: 1,931 shares; 2025Q3: 1,972 shares; 2025Q4: 1,972 shares 1,972 $145K 0.01% 0 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,551 shares; 2024Q4: 2,505 shares; 2025Q1: 1,953 shares; 2025Q2: 2,038 shares; 2025Q3: 1,588 shares; 2025Q4: 1,431 shares 1,431 $142K 0.01% -157 Timeline BBT BEACON FINANCIAL CORP. More: the full row for BEACON FINANCIAL CORP. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,087 shares; 2024Q4: 5,985 shares; 2025Q1: 4,767 shares; 2025Q2: 6,095 shares; 2025Q3: 6,095 shares; 2025Q4: 5,375 shares 5,375 $142K 0.01% -720 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: 1,923 shares; 2024Q4: 1,923 shares; 2025Q1: 1,923 shares; 2025Q2: 1,923 shares; 2025Q3: 1,923 shares; 2025Q4: 1,485 shares 1,485 $142K 0.01% -438 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: 2,750 shares; 2024Q4: 4,547 shares; 2025Q1: 1,638 shares; 2025Q2: 3,875 shares; 2025Q3: 3,875 shares; 2025Q4: 3,875 shares 3,875 $141K 0.01% 0 Timeline ST SENSATA TECHNOLOGIES HLDG PL More: the full row for SENSATA TECHNOLOGIES HLDG 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: not reported; 2025Q3: 4,150 shares; 2025Q4: 4,150 shares 4,150 $138K 0.01% 0 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: not reported; 2025Q3: 2,136 shares; 2025Q4: 2,059 shares 2,059 $138K 0.01% -77 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 992 shares; 2024Q4: 992 shares; 2025Q1: 2,600 shares; 2025Q2: 2,600 shares; 2025Q3: 2,301 shares; 2025Q4: 2,143 shares 2,143 $138K 0.01% -158 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: 130 shares; 2024Q4: 130 shares; 2025Q1: 130 shares; 2025Q2: 224 shares; 2025Q3: 224 shares; 2025Q4: 269 shares 269 $137K 0.01% +45 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: 88 shares; 2024Q4: 297 shares; 2025Q1: 297 shares; 2025Q2: 302 shares; 2025Q3: 407 shares; 2025Q4: 407 shares 407 $137K 0.01% 0 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,480 shares; 2024Q4: 1,480 shares; 2025Q1: 1,480 shares; 2025Q2: 1,480 shares; 2025Q3: 1,480 shares; 2025Q4: 1,411 shares 1,411 $136K 0.01% -69 Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,600 shares; 2024Q4: 3,600 shares; 2025Q1: not reported; 2025Q2: 3,600 shares; 2025Q3: 3,600 shares; 2025Q4: 3,600 shares 3,600 $135K 0.01% 0 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,275 shares; 2025Q4: 1,275 shares 1,275 $134K 0.01% 0 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 217 shares; 2024Q4: 217 shares; 2025Q1: 217 shares; 2025Q2: 217 shares; 2025Q3: 481 shares; 2025Q4: 217 shares 217 $133K 0.01% -264 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,510 shares; 2024Q4: 1,510 shares; 2025Q1: 1,510 shares; 2025Q2: 1,510 shares; 2025Q3: 1,510 shares; 2025Q4: 1,510 shares 1,510 $128K <0.01% 0 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 0 shares; 2024Q4: 127 shares; 2025Q1: 858 shares; 2025Q2: 858 shares; 2025Q3: 858 shares; 2025Q4: 858 shares 858 $128K <0.01% 0 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: 1,946 shares 1,946 $127K <0.01% new Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,235 shares; 2024Q4: 1,763 shares; 2025Q1: 1,411 shares; 2025Q2: 1,587 shares; 2025Q3: 1,587 shares; 2025Q4: 1,587 shares 1,587 $126K <0.01% 0 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 428 shares; 2024Q4: 407 shares; 2025Q1: 502 shares; 2025Q2: 895 shares; 2025Q3: 779 shares; 2025Q4: 694 shares 694 $122K <0.01% -85 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29 shares; 2024Q4: 179 shares; 2025Q1: 183 shares; 2025Q2: 473 shares; 2025Q3: 432 shares; 2025Q4: 179 shares 179 $121K <0.01% -253 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,515 shares; 2024Q4: 2,555 shares; 2025Q1: 2,275 shares; 2025Q2: 2,555 shares; 2025Q3: 2,530 shares; 2025Q4: 2,530 shares 2,530 $121K <0.01% 0 Timeline AGCO AGCO CORP More: the full row for AGCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,125 shares; 2025Q4: 1,125 shares 1,125 $117K <0.01% 0 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: 1,060 shares; 2024Q4: 1,600 shares; 2025Q1: 1,060 shares; 2025Q2: 1,600 shares; 2025Q3: 1,110 shares; 2025Q4: 1,110 shares 1,110 $117K <0.01% 0 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 409 shares; 2024Q4: 543 shares; 2025Q1: 892 shares; 2025Q2: 786 shares; 2025Q3: 786 shares; 2025Q4: 947 shares 947 $113K <0.01% +161 Timeline ACHR ARCHER AVIATION INC More: the full row for ARCHER AVIATION 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: 15,000 shares 15,000 $113K <0.01% new Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 201 shares; 2024Q4: 201 shares; 2025Q1: 201 shares; 2025Q2: 201 shares; 2025Q3: 229 shares; 2025Q4: 239 shares 239 $112K <0.01% +10 Timeline TOST TOAST INC More: the full row for TOAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,500 shares; 2024Q4: 7,500 shares; 2025Q1: 7,500 shares; 2025Q2: 3,533 shares; 2025Q3: 3,739 shares; 2025Q4: 3,000 shares 3,000 $107K <0.01% -739 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 754 shares; 2024Q4: 754 shares; 2025Q1: not reported; 2025Q2: 753 shares; 2025Q3: 753 shares; 2025Q4: 753 shares 753 $107K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: 186 shares; 2025Q2: 311 shares; 2025Q3: 287 shares; 2025Q4: 327 shares 327 $106K <0.01% +40 Timeline GOVI 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: 4,886 shares; 2024Q4: 4,886 shares; 2025Q1: 4,886 shares; 2025Q2: 4,475 shares; 2025Q3: 4,475 shares; 2025Q4: 3,844 shares 3,844 $106K <0.01% -631 Timeline RPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,255 shares; 2024Q4: 2,255 shares; 2025Q1: 2,255 shares; 2025Q2: 2,255 shares; 2025Q3: 2,255 shares; 2025Q4: 2,255 shares 2,255 $105K <0.01% 0 Timeline REET 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: 4,250 shares; 2024Q4: 4,250 shares; 2025Q1: 4,250 shares; 2025Q2: 4,250 shares; 2025Q3: 4,209 shares; 2025Q4: 4,209 shares 4,209 $105K <0.01% 0 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: 549 shares; 2024Q4: 549 shares; 2025Q1: 567 shares; 2025Q2: 549 shares; 2025Q3: 557 shares; 2025Q4: 537 shares 537 $105K <0.01% -20 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 310 shares; 2024Q4: 323 shares; 2025Q1: 310 shares; 2025Q2: 278 shares; 2025Q3: 278 shares; 2025Q4: 265 shares 265 $104K <0.01% -13 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: 477 shares; 2024Q4: 477 shares; 2025Q1: 424 shares; 2025Q2: 477 shares; 2025Q3: 512 shares; 2025Q4: 512 shares 512 $104K <0.01% 0 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 522 shares; 2024Q4: 522 shares; 2025Q1: 522 shares; 2025Q2: 492 shares; 2025Q3: 492 shares; 2025Q4: 492 shares 492 $104K <0.01% 0 Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,400 shares; 2024Q4: 9,400 shares; 2025Q1: 9,400 shares; 2025Q2: 9,400 shares; 2025Q3: 9,400 shares; 2025Q4: 10,400 shares 10,400 $104K <0.01% +1,000 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,385 shares; 2024Q4: 2,467 shares; 2025Q1: 83 shares; 2025Q2: 4,001 shares; 2025Q3: 3,777 shares; 2025Q4: 3,558 shares 3,558 $103K <0.01% -219 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: 262 shares; 2024Q4: 262 shares; 2025Q1: 6 shares; 2025Q2: 262 shares; 2025Q3: 262 shares; 2025Q4: 262 shares 262 $102K <0.01% 0 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 115 shares; 2024Q4: 115 shares; 2025Q1: 191 shares; 2025Q2: 451 shares; 2025Q3: 451 shares; 2025Q4: 451 shares 451 $102K <0.01% 0 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 331 shares; 2024Q4: 456 shares; 2025Q1: 401 shares; 2025Q2: 467 shares; 2025Q3: 389 shares; 2025Q4: 348 shares 348 $101K <0.01% -41 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,094 shares; 2024Q4: 1,694 shares; 2025Q1: 2,735 shares; 2025Q2: 1,114 shares; 2025Q3: 964 shares; 2025Q4: 1,818 shares 1,818 $99.6K <0.01% +854 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 213 shares; 2024Q4: 1,213 shares; 2025Q1: 1,213 shares; 2025Q2: 763 shares; 2025Q3: 763 shares; 2025Q4: 763 shares 763 $99.6K <0.01% 0 Timeline SH PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,750 shares; 2025Q3: 2,750 shares; 2025Q4: 2,750 shares 2,750 $99.1K <0.01% 0 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,130 shares; 2024Q4: 91,192 shares; 2025Q1: 1,234 shares; 2025Q2: 2,143 shares; 2025Q3: 1,143 shares; 2025Q4: 1,109 shares 1,109 $98.9K <0.01% -34 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 203 shares; 2024Q4: 813 shares; 2025Q1: not reported; 2025Q2: 815 shares; 2025Q3: 3,276 shares; 2025Q4: 3,011 shares 3,011 $98.2K <0.01% -265 Timeline BEAM BEAM THERAPEUTICS INC More: the full row for BEAM THERAPEUTICS 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: 3,500 shares 3,500 $97K <0.01% new Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26 shares; 2024Q4: 117 shares; 2025Q1: 117 shares; 2025Q2: 117 shares; 2025Q3: 117 shares; 2025Q4: 117 shares 117 $96K <0.01% 0 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,745 shares; 2024Q4: 1,545 shares; 2025Q1: 1,545 shares; 2025Q2: 1,545 shares; 2025Q3: 1,545 shares; 2025Q4: 1,545 shares 1,545 $95.4K <0.01% 0 Timeline USMV 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: 1,179 shares; 2024Q4: 1,179 shares; 2025Q1: 1,179 shares; 2025Q2: 1,158 shares; 2025Q3: 1,048 shares; 2025Q4: 1,012 shares 1,012 $95.3K <0.01% -36 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,060 shares; 2025Q1: 1,060 shares; 2025Q2: 1,060 shares; 2025Q3: 1,060 shares; 2025Q4: 1,060 shares 1,060 $92.3K <0.01% 0 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 422 shares; 2024Q4: 422 shares; 2025Q1: 403 shares; 2025Q2: 403 shares; 2025Q3: 403 shares; 2025Q4: 403 shares 403 $89.9K <0.01% 0 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 345 shares; 2024Q4: 345 shares; 2025Q1: 345 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares 300 $89.5K <0.01% 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: 43 shares; 2024Q4: 43 shares; 2025Q1: 73 shares; 2025Q2: 86 shares; 2025Q3: 118 shares; 2025Q4: 158 shares 158 $89.5K <0.01% +40 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: 767 shares; 2025Q3: 2,404 shares; 2025Q4: 767 shares 767 $86.7K <0.01% -1,637 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: 250 shares; 2024Q4: 250 shares; 2025Q1: 261 shares; 2025Q2: 261 shares; 2025Q3: 273 shares; 2025Q4: 408 shares 408 $86.5K <0.01% +135 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 247 shares; 2024Q4: 247 shares; 2025Q1: 1,526 shares; 2025Q2: 862 shares; 2025Q3: 1,262 shares; 2025Q4: 1,043 shares 1,043 $86.4K <0.01% -219 Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares 2,000 $85.4K <0.01% 0 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 585 shares; 2024Q4: 525 shares; 2025Q1: 525 shares; 2025Q2: 525 shares; 2025Q3: 525 shares; 2025Q4: 525 shares 525 $85.4K <0.01% 0 Timeline VPU 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: 460 shares; 2024Q4: 460 shares; 2025Q1: 460 shares; 2025Q2: 460 shares; 2025Q3: 460 shares; 2025Q4: 460 shares 460 $85.1K <0.01% 0 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: 1,763 shares; 2024Q4: 1,879 shares; 2025Q1: 2,351 shares; 2025Q2: 1,299 shares; 2025Q3: 1,224 shares; 2025Q4: 729 shares 729 $85.1K <0.01% -495 Timeline SXT SENSIENT TECHNOLOGIES CORP More: the full row for SENSIENT TECHNOLOGIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 900 shares; 2024Q4: 900 shares; 2025Q1: not reported; 2025Q2: 900 shares; 2025Q3: 900 shares; 2025Q4: 900 shares 900 $84.6K <0.01% 0 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 850 shares; 2024Q4: 850 shares; 2025Q1: 876 shares; 2025Q2: 850 shares; 2025Q3: 850 shares; 2025Q4: 850 shares 850 $84K <0.01% 0 Timeline MOG-B MOOG INC More: the full row for MOOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 337 shares; 2025Q1: not reported; 2025Q2: 337 shares; 2025Q3: 337 shares; 2025Q4: 337 shares 337 $83.7K <0.01% 0 Timeline CMF 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: 1,200 shares; 2024Q4: 1,200 shares; 2025Q1: 1,200 shares; 2025Q2: 1,200 shares; 2025Q3: 1,200 shares; 2025Q4: 1,450 shares 1,450 $83.3K <0.01% +250 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,125 shares; 2024Q4: 1,125 shares; 2025Q1: 1,125 shares; 2025Q2: 1,125 shares; 2025Q3: 1,125 shares; 2025Q4: 1,125 shares 1,125 $82.8K <0.01% 0 Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 962 shares; 2024Q4: 1,145 shares; 2025Q1: 945 shares; 2025Q2: 1,132 shares; 2025Q3: 932 shares; 2025Q4: 932 shares 932 $82.7K <0.01% 0 Timeline NEU NEWMARKET CORP More: the full row for NEWMARKET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120 shares; 2024Q4: 120 shares; 2025Q1: not reported; 2025Q2: 120 shares; 2025Q3: 120 shares; 2025Q4: 120 shares 120 $82.5K <0.01% 0 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 408 shares; 2024Q4: 408 shares; 2025Q1: 432 shares; 2025Q2: 432 shares; 2025Q3: 432 shares; 2025Q4: 432 shares 432 $81.2K <0.01% 0 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: 284 shares; 2024Q4: 284 shares; 2025Q1: 284 shares; 2025Q2: 284 shares; 2025Q3: 289 shares; 2025Q4: 289 shares 289 $80.7K <0.01% 0 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,550 shares; 2025Q4: 3,550 shares 3,550 $79.6K <0.01% 0 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 664 shares; 2025Q2: 664 shares; 2025Q3: 1,238 shares; 2025Q4: 1,238 shares 1,238 $79.3K <0.01% 0 Timeline UDR UDR INC More: the full row for UDR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,161 shares; 2025Q1: 2,161 shares; 2025Q2: 2,161 shares; 2025Q3: 2,161 shares; 2025Q4: 2,161 shares 2,161 $79.3K <0.01% 0 Timeline CMBS 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: 2,061 shares; 2024Q4: 2,061 shares; 2025Q1: 1,560 shares; 2025Q2: 1,613 shares; 2025Q3: 1,613 shares; 2025Q4: 1,613 shares 1,613 $79.2K <0.01% 0 Timeline SUSC 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: 8,478 shares; 2025Q1: 8,478 shares; 2025Q2: 3,345 shares; 2025Q3: 3,345 shares; 2025Q4: 3,345 shares 3,345 $78.2K <0.01% 0 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 860 shares; 2024Q4: 1,560 shares; 2025Q1: 764 shares; 2025Q2: 2,149 shares; 2025Q3: 1,487 shares; 2025Q4: 1,629 shares 1,629 $77.9K <0.01% +142 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: 434 shares; 2024Q4: 434 shares; 2025Q1: 514 shares; 2025Q2: 434 shares; 2025Q3: 434 shares; 2025Q4: 466 shares 466 $75.5K <0.01% +32 Timeline CGSD CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,701 shares; 2024Q4: 3,619 shares; 2025Q1: 2,900 shares; 2025Q2: 2,900 shares; 2025Q3: 2,900 shares; 2025Q4: 2,900 shares 2,900 $75.4K <0.01% 0 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 550 shares; 2024Q4: 550 shares; 2025Q1: 550 shares; 2025Q2: 850 shares; 2025Q3: 850 shares; 2025Q4: 850 shares 850 $74.1K <0.01% 0 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: 138 shares; 2024Q4: 138 shares; 2025Q1: 145 shares; 2025Q2: 145 shares; 2025Q3: 145 shares; 2025Q4: 161 shares 161 $73K <0.01% +16 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: 1,647 shares; 2024Q4: 2,440 shares; 2025Q1: 646 shares; 2025Q2: 2,322 shares; 2025Q3: 1,622 shares; 2025Q4: 1,622 shares 1,622 $70.7K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 236 shares; 2025Q3: 236 shares; 2025Q4: 236 shares 236 $69.8K <0.01% 0 Timeline MSEX MIDDLESEX WTR CO More: the full row for MIDDLESEX WTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,332 shares; 2024Q4: 1,332 shares; 2025Q1: not reported; 2025Q2: 1,332 shares; 2025Q3: 1,332 shares; 2025Q4: 1,332 shares 1,332 $67.2K <0.01% 0 Timeline RYN RAYONIER INC More: the full row for RAYONIER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,931 shares; 2024Q4: 5,516 shares; 2025Q1: 3,465 shares; 2025Q2: 3,544 shares; 2025Q3: 3,544 shares; 2025Q4: 3,041 shares 3,041 $65.8K <0.01% -503 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,559 shares; 2025Q1: 1,559 shares; 2025Q2: 2,250 shares; 2025Q3: 2,250 shares; 2025Q4: 1,640 shares 1,640 $65.8K <0.01% -610 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,638 shares; 2024Q4: 1,595 shares; 2025Q1: 1,595 shares; 2025Q2: 1,595 shares; 2025Q3: 1,595 shares; 2025Q4: 1,595 shares 1,595 $65.6K <0.01% 0 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,547 shares; 2024Q4: 861 shares; 2025Q1: 447 shares; 2025Q2: 825 shares; 2025Q3: 825 shares; 2025Q4: 825 shares 825 $65.4K <0.01% 0 Timeline SWX SOUTHWEST GAS HLDGS INC More: the full row for SOUTHWEST GAS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 276 shares; 2024Q4: 845 shares; 2025Q1: 276 shares; 2025Q2: 813 shares; 2025Q3: 813 shares; 2025Q4: 813 shares 813 $65.1K <0.01% 0 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 959 shares; 2024Q4: 1,059 shares; 2025Q1: 1,059 shares; 2025Q2: 676 shares; 2025Q3: 1,026 shares; 2025Q4: 1,102 shares 1,102 $64.3K <0.01% +76 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,000 shares; 2025Q1: 2,419 shares; 2025Q2: 3,615 shares; 2025Q3: 3,615 shares; 2025Q4: 3,615 shares 3,615 $64K <0.01% 0 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 374 shares; 2024Q4: 409 shares; 2025Q1: 374 shares; 2025Q2: 409 shares; 2025Q3: 410 shares; 2025Q4: 410 shares 410 $63.5K <0.01% 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: 540 shares; 2024Q4: 540 shares; 2025Q1: 540 shares; 2025Q2: 470 shares; 2025Q3: 470 shares; 2025Q4: 470 shares 470 $62.7K <0.01% 0 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: 200 shares; 2024Q4: 200 shares; 2025Q1: 215 shares; 2025Q2: 720 shares; 2025Q3: 673 shares; 2025Q4: 200 shares 200 $62.5K <0.01% -473 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: 2 shares; 2024Q4: 19 shares; 2025Q1: 100 shares; 2025Q2: 144 shares; 2025Q3: 138 shares; 2025Q4: 132 shares 132 $61.9K <0.01% -6 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 270 shares; 2024Q4: 270 shares; 2025Q1: 270 shares; 2025Q2: 270 shares; 2025Q3: 270 shares; 2025Q4: 270 shares 270 $61.6K <0.01% 0 Timeline IYY 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: 364 shares; 2024Q4: 364 shares; 2025Q1: 364 shares; 2025Q2: 364 shares; 2025Q3: 364 shares; 2025Q4: 364 shares 364 $60.4K <0.01% 0 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 238 shares; 2025Q2: 238 shares; 2025Q3: 238 shares; 2025Q4: 238 shares 238 $60.2K <0.01% 0 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 431 shares; 2024Q4: 431 shares; 2025Q1: 431 shares; 2025Q2: 431 shares; 2025Q3: 431 shares; 2025Q4: 431 shares 431 $60.1K <0.01% 0 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,614 shares; 2024Q4: 3,614 shares; 2025Q1: 3,614 shares; 2025Q2: 3,614 shares; 2025Q3: 3,614 shares; 2025Q4: 3,614 shares 3,614 $59.6K <0.01% 0 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,245 shares; 2025Q4: 1,245 shares 1,245 $57.4K <0.01% 0 Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 907 shares; 2025Q4: 907 shares 907 $57.1K <0.01% 0 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 833 shares; 2024Q4: 833 shares; 2025Q1: 833 shares; 2025Q2: 833 shares; 2025Q3: 833 shares; 2025Q4: 833 shares 833 $56.9K <0.01% 0 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 564 shares; 2024Q4: 529 shares; 2025Q1: 787 shares; 2025Q2: 953 shares; 2025Q3: 939 shares; 2025Q4: 947 shares 947 $56.9K <0.01% +8 Timeline CGUI CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 2,242 shares 2,242 $56.7K <0.01% -758 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,212 shares; 2025Q4: 1,212 shares 1,212 $56.5K <0.01% 0 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 257 shares; 2024Q4: 257 shares; 2025Q1: 257 shares; 2025Q2: 257 shares; 2025Q3: 257 shares; 2025Q4: 257 shares 257 $55.8K <0.01% 0 Timeline EUAD SPINNAKER ETF SERIES More: the full row for SPINNAKER ETF SERIES 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: 1,309 shares; 2025Q3: 1,309 shares; 2025Q4: 1,309 shares 1,309 $55.1K <0.01% 0 Timeline JAZZ JAZZ PHARMACEUTICALS PLC More: the full row for JAZZ PHARMACEUTICALS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 324 shares; 2024Q4: 324 shares; 2025Q1: 324 shares; 2025Q2: 324 shares; 2025Q3: 324 shares; 2025Q4: 324 shares 324 $55.1K <0.01% 0 Timeline MOO VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 750 shares; 2024Q4: 750 shares; 2025Q1: 750 shares; 2025Q2: 750 shares; 2025Q3: 750 shares; 2025Q4: 750 shares 750 $54.6K <0.01% 0 Timeline TSHA TAYSHA GENE THERAPIES INC More: the full row for TAYSHA GENE THERAPIES 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: 5,300 shares; 2025Q3: 9,633 shares; 2025Q4: 9,633 shares 9,633 $53K <0.01% 0 Timeline AOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS 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: 1,977 shares 1,977 $52.5K <0.01% new Timeline AGZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 475 shares; 2024Q4: 475 shares; 2025Q1: 475 shares; 2025Q2: 475 shares; 2025Q3: 475 shares; 2025Q4: 475 shares 475 $52.4K <0.01% 0 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,143 shares; 2024Q4: 2,143 shares; 2025Q1: 2,053 shares; 2025Q2: 2,028 shares; 2025Q3: 2,028 shares; 2025Q4: 2,028 shares 2,028 $52.2K <0.01% 0 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 267 shares; 2024Q4: 789 shares; 2025Q1: 524 shares; 2025Q2: 1,704 shares; 2025Q3: 1,144 shares; 2025Q4: 1,064 shares 1,064 $52.2K <0.01% -80 Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 247,600 shares; 2024Q4: 253,207 shares; 2025Q1: 250,675 shares; 2025Q2: 1,531 shares; 2025Q3: 872 shares; 2025Q4: 939 shares 939 $51.8K <0.01% +67 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: not reported; 2025Q1: 201 shares; 2025Q2: 180 shares; 2025Q3: 166 shares; 2025Q4: 302 shares 302 $51.7K <0.01% +136 Timeline KMX CARMAX INC More: the full row for CARMAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 706 shares; 2025Q1: 706 shares; 2025Q2: 706 shares; 2025Q3: 1,331 shares; 2025Q4: 1,331 shares 1,331 $51.4K <0.01% 0 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares 1,000 $50.5K <0.01% 0 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47 shares; 2024Q4: 47 shares; 2025Q1: 47 shares; 2025Q2: 213 shares; 2025Q3: 213 shares; 2025Q4: 213 shares 213 $49.8K <0.01% 0 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 610 shares; 2025Q3: 610 shares; 2025Q4: 610 shares 610 $47.3K <0.01% 0 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 694 shares; 2024Q4: 1,388 shares; 2025Q1: 3,385 shares; 2025Q2: 1,388 shares; 2025Q3: 1,738 shares; 2025Q4: 1,943 shares 1,943 $46.7K <0.01% +205 Timeline GNR SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 775 shares; 2024Q4: 775 shares; 2025Q1: 775 shares; 2025Q2: 775 shares; 2025Q3: 750 shares; 2025Q4: 750 shares 750 $46.6K <0.01% 0 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 725 shares; 2024Q4: 725 shares; 2025Q1: 725 shares; 2025Q2: 862 shares; 2025Q3: 862 shares; 2025Q4: 623 shares 623 $46.3K <0.01% -239 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 388 shares; 2024Q4: 486 shares; 2025Q1: 486 shares; 2025Q2: 486 shares; 2025Q3: 486 shares; 2025Q4: 486 shares 486 $45.8K <0.01% 0 Timeline FGDL FRANKLIN TEMPLETON HOLDINGS More: the full row for FRANKLIN TEMPLETON HOLDINGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 792 shares; 2025Q2: 792 shares; 2025Q3: 792 shares; 2025Q4: 792 shares 792 $45.6K <0.01% 0 Timeline HTD HANCOCK JOHN TAX-ADVANTAGED More: the full row for HANCOCK JOHN TAX-ADVANTAGED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,917 shares; 2024Q4: 1,917 shares; 2025Q1: 1,917 shares; 2025Q2: 1,917 shares; 2025Q3: 1,917 shares; 2025Q4: 1,917 shares 1,917 $45.4K <0.01% 0 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 452 shares; 2024Q4: 352 shares; 2025Q1: 352 shares; 2025Q2: 352 shares; 2025Q3: 352 shares; 2025Q4: 277 shares 277 $45.2K <0.01% -75 Timeline ILCV 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: 478 shares; 2024Q4: 478 shares; 2025Q1: 478 shares; 2025Q2: 478 shares; 2025Q3: 478 shares; 2025Q4: 478 shares 478 $45.1K <0.01% 0 Timeline NMT NUVEEN MASS QUALITY MUN INC More: the full row for NUVEEN MASS QUALITY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 996 shares; 2024Q4: 2,982 shares; 2025Q1: 0 shares; 2025Q2: 3,964 shares; 2025Q3: 3,964 shares; 2025Q4: 3,964 shares 3,964 $44.9K <0.01% 0 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES 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: 300 shares; 2025Q2: 237 shares; 2025Q3: 237 shares; 2025Q4: 237 shares 237 $43.7K <0.01% 0 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 447 shares; 2024Q4: 697 shares; 2025Q1: 447 shares; 2025Q2: 697 shares; 2025Q3: 447 shares; 2025Q4: 447 shares 447 $43.7K <0.01% 0 Timeline ADTN ADTRAN HOLDINGS INC More: the full row for ADTRAN 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: 2,500 shares; 2025Q2: 2,500 shares; 2025Q3: 2,500 shares; 2025Q4: 5,000 shares 5,000 $43.5K <0.01% +2,500 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 739 shares; 2025Q1: not reported; 2025Q2: 739 shares; 2025Q3: 739 shares; 2025Q4: 739 shares 739 $43.3K <0.01% 0 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5 shares; 2024Q4: 5 shares; 2025Q1: 20 shares; 2025Q2: 20 shares; 2025Q3: 20 shares; 2025Q4: 20 shares 20 $43K <0.01% 0 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 634 shares; 2024Q4: 207 shares; 2025Q1: 159 shares; 2025Q2: 207 shares; 2025Q3: 220 shares; 2025Q4: 201 shares 201 $42.9K <0.01% -19 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 311 shares; 2024Q4: 311 shares; 2025Q1: 335 shares; 2025Q2: 311 shares; 2025Q3: 311 shares; 2025Q4: 311 shares 311 $42.3K <0.01% 0 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 70 shares; 2025Q4: 70 shares 70 $42.2K <0.01% 0 Timeline IXUS 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: 490 shares; 2025Q4: 490 shares 490 $41.5K <0.01% 0 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 162 shares; 2024Q4: 421 shares; 2025Q1: 254 shares; 2025Q2: 367 shares; 2025Q3: 273 shares; 2025Q4: 267 shares 267 $41.4K <0.01% -6 Timeline PSN PARSONS CORP DEL More: the full row for PARSONS CORP 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: not reported; 2025Q4: 664 shares 664 $41K <0.01% new Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 241 shares; 2025Q3: 358 shares; 2025Q4: 455 shares 455 $41K <0.01% +97 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 372 shares; 2024Q4: 225 shares; 2025Q1: 225 shares; 2025Q2: 204 shares; 2025Q3: 204 shares; 2025Q4: 204 shares 204 $40.5K <0.01% 0 Timeline COHR COHERENT CORP More: the full row for COHERENT 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: 218 shares; 2025Q3: 218 shares; 2025Q4: 218 shares 218 $40.2K <0.01% 0 Timeline