JAVA 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: restricted; 2024Q4: 731,502 shares; 2025Q1: 723,153 shares; 2025Q2: 732,726 shares; 2025Q3: 751,859 shares; 2025Q4: 822,317 shares 822,317 $59M 17% +70,458 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: restricted; 2024Q4: 82,849 shares; 2025Q1: 76,197 shares; 2025Q2: 76,263 shares; 2025Q3: 76,347 shares; 2025Q4: 75,772 shares 75,772 $47.5M 13.7% -575 Timeline JGRO 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: restricted; 2024Q4: 482,258 shares; 2025Q1: 477,067 shares; 2025Q2: 480,283 shares; 2025Q3: 478,513 shares; 2025Q4: 498,188 shares 498,188 $46.2M 13.32% +19,675 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 136,508 shares; 2025Q1: 125,026 shares; 2025Q2: 128,882 shares; 2025Q3: 129,870 shares; 2025Q4: 131,580 shares 131,580 $12.7M 3.65% +1,710 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 105,493 shares; 2025Q1: 98,151 shares; 2025Q2: 116,992 shares; 2025Q3: 125,256 shares; 2025Q4: 134,031 shares 134,031 $12.5M 3.6% +8,775 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 211,934 shares; 2025Q1: 199,048 shares; 2025Q2: 234,892 shares; 2025Q3: 251,978 shares; 2025Q4: 270,381 shares 270,381 $12.4M 3.59% +18,403 Timeline FENI 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 300,458 shares 300,458 $11M 3.17% new Timeline MGC 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: restricted; 2024Q4: 29,287 shares; 2025Q1: 29,727 shares; 2025Q2: 35,226 shares; 2025Q3: 36,562 shares; 2025Q4: 38,439 shares 38,439 $9.65M 2.78% +1,877 Timeline GUNR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 210,610 shares; 2025Q1: 207,880 shares; 2025Q2: 216,296 shares; 2025Q3: 214,864 shares; 2025Q4: 208,188 shares 208,188 $9.55M 2.75% -6,676 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: restricted; 2024Q4: 38,334 shares; 2025Q1: 35,392 shares; 2025Q2: 35,491 shares; 2025Q3: 35,449 shares; 2025Q4: 34,369 shares 34,369 $8.87M 2.56% -1,080 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: restricted; 2024Q4: 35,742 shares; 2025Q1: 32,917 shares; 2025Q2: 32,890 shares; 2025Q3: 23,514 shares; 2025Q4: 23,302 shares 23,302 $7.81M 2.25% -212 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: restricted; 2024Q4: 24,015 shares; 2025Q1: 24,746 shares; 2025Q2: 25,369 shares; 2025Q3: 25,691 shares; 2025Q4: 24,615 shares 24,615 $7.14M 2.06% -1,076 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: restricted; 2024Q4: 9,674 shares; 2025Q1: 9,667 shares; 2025Q2: 10,047 shares; 2025Q3: 10,037 shares; 2025Q4: 10,164 shares 10,164 $6.96M 2.01% +127 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: restricted; 2024Q4: 67,789 shares; 2025Q1: 66,034 shares; 2025Q2: 66,439 shares; 2025Q3: 104,145 shares; 2025Q4: 109,492 shares 109,492 $6.84M 1.97% +5,347 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: restricted; 2024Q4: 18,135 shares; 2025Q1: 18,265 shares; 2025Q2: 20,393 shares; 2025Q3: 20,851 shares; 2025Q4: 21,332 shares 21,332 $5.25M 1.51% +481 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: restricted; 2024Q4: 7,349 shares; 2025Q1: 7,264 shares; 2025Q2: 6,704 shares; 2025Q3: 6,704 shares; 2025Q4: 6,704 shares 6,704 $4.57M 1.32% 0 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 83,977 shares; 2025Q1: 79,100 shares; 2025Q2: 100,831 shares; 2025Q3: 85,227 shares; 2025Q4: 85,644 shares 85,644 $4.49M 1.29% +417 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: restricted; 2024Q4: 4,284 shares; 2025Q1: 4,276 shares; 2025Q2: 12,652 shares; 2025Q3: 12,605 shares; 2025Q4: 12,816 shares 12,816 $3.58M 1.03% +211 Timeline NFRA FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 61,585 shares; 2025Q1: 58,302 shares; 2025Q2: 58,713 shares; 2025Q3: 58,511 shares; 2025Q4: 58,710 shares 58,710 $3.55M 1.02% +199 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: restricted; 2024Q4: 69,048 shares; 2025Q1: 67,489 shares; 2025Q2: 80,889 shares; 2025Q3: 68,456 shares; 2025Q4: 68,060 shares 68,060 $3.42M 0.99% -396 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: restricted; 2024Q4: 6,310 shares; 2025Q1: 5,561 shares; 2025Q2: 5,547 shares; 2025Q3: 5,405 shares; 2025Q4: 5,375 shares 5,375 $3.24M 0.93% -30 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: restricted; 2024Q4: 11,619 shares; 2025Q1: 11,317 shares; 2025Q2: 11,243 shares; 2025Q3: 11,600 shares; 2025Q4: 11,104 shares 11,104 $3.02M 0.87% -496 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22,059 shares; 2025Q1: 22,145 shares; 2025Q2: 23,789 shares; 2025Q3: 23,647 shares; 2025Q4: 22,615 shares 22,615 $2.75M 0.79% -1,032 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: restricted; 2024Q4: 20,565 shares; 2025Q1: 17,666 shares; 2025Q2: 17,492 shares; 2025Q3: 23,566 shares; 2025Q4: 23,125 shares 23,125 $2.22M 0.64% -441 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: restricted; 2024Q4: 16,888 shares; 2025Q1: 17,094 shares; 2025Q2: 18,294 shares; 2025Q3: 18,294 shares; 2025Q4: 18,281 shares 18,281 $2.2M 0.63% -13 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: restricted; 2024Q4: 49,889 shares; 2025Q1: 43,119 shares; 2025Q2: 36,576 shares; 2025Q3: 35,329 shares; 2025Q4: 35,045 shares 35,045 $2.18M 0.63% -284 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: restricted; 2024Q4: 9,573 shares; 2025Q1: 9,561 shares; 2025Q2: 10,116 shares; 2025Q3: 9,474 shares; 2025Q4: 9,623 shares 9,623 $2.02M 0.58% +149 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: restricted; 2024Q4: 1,870 shares; 2025Q1: 1,870 shares; 2025Q2: 2,861 shares; 2025Q3: 2,861 shares; 2025Q4: 2,861 shares 2,861 $1.35M 0.39% 0 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: restricted; 2024Q4: 5,217 shares; 2025Q1: 5,062 shares; 2025Q2: 4,984 shares; 2025Q3: 4,563 shares; 2025Q4: 4,024 shares 4,024 $1.3M 0.37% -539 Timeline NIC NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,060 shares; 2025Q1: 10,290 shares; 2025Q2: 9,540 shares; 2025Q3: 9,540 shares; 2025Q4: 9,040 shares 9,040 $1.1M 0.32% -500 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: restricted; 2024Q4: 10,248 shares; 2025Q1: 10,248 shares; 2025Q2: 10,248 shares; 2025Q3: 9,848 shares; 2025Q4: 9,848 shares 9,848 $918K 0.26% 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: restricted; 2024Q4: 10,575 shares; 2025Q1: 10,018 shares; 2025Q2: 10,027 shares; 2025Q3: 8,435 shares; 2025Q4: 7,651 shares 7,651 $893K 0.26% -784 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,732 shares; 2025Q2: 12,657 shares; 2025Q3: 12,734 shares; 2025Q4: 12,084 shares 12,084 $878K 0.25% -650 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: restricted; 2024Q4: 7,308 shares; 2025Q1: 6,994 shares; 2025Q2: 6,943 shares; 2025Q3: 6,243 shares; 2025Q4: 5,886 shares 5,886 $844K 0.24% -357 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,542 shares; 2025Q1: 2,564 shares; 2025Q2: 2,563 shares; 2025Q3: 2,637 shares; 2025Q4: 2,551 shares 2,551 $771K 0.22% -86 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: restricted; 2024Q4: 1,859 shares; 2025Q1: 2,076 shares; 2025Q2: 1,965 shares; 2025Q3: 2,615 shares; 2025Q4: 4,033 shares 4,033 $752K 0.22% +1,418 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: restricted; 2024Q4: 8,467 shares; 2025Q1: 6,422 shares; 2025Q2: 5,967 shares; 2025Q3: 5,417 shares; 2025Q4: 4,686 shares 4,686 $752K 0.22% -731 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: restricted; 2024Q4: 7,023 shares; 2025Q1: 7,023 shares; 2025Q2: 7,023 shares; 2025Q3: 7,023 shares; 2025Q4: 7,023 shares 7,023 $741K 0.21% 0 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: restricted; 2024Q4: 13,841 shares; 2025Q1: 13,500 shares; 2025Q2: 13,347 shares; 2025Q3: 10,096 shares; 2025Q4: 9,294 shares 9,294 $716K 0.21% -802 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: restricted; 2024Q4: 8,790 shares; 2025Q1: 8,095 shares; 2025Q2: 8,013 shares; 2025Q3: 6,755 shares; 2025Q4: 5,950 shares 5,950 $697K 0.2% -805 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: restricted; 2024Q4: 5,583 shares; 2025Q1: 5,964 shares; 2025Q2: 5,893 shares; 2025Q3: 4,999 shares; 2025Q4: 3,345 shares 3,345 $692K 0.2% -1,654 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: restricted; 2024Q4: 16,128 shares; 2025Q1: 17,941 shares; 2025Q2: 16,958 shares; 2025Q3: 14,638 shares; 2025Q4: 12,788 shares 12,788 $682K 0.2% -1,850 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: restricted; 2024Q4: 5,275 shares; 2025Q1: 5,305 shares; 2025Q2: 5,305 shares; 2025Q3: 5,591 shares; 2025Q4: 5,665 shares 5,665 $682K 0.2% +74 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: restricted; 2024Q4: 1,016 shares; 2025Q1: 1,079 shares; 2025Q2: 1,000 shares; 2025Q3: 1,238 shares; 2025Q4: 1,333 shares 1,333 $645K 0.19% +95 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: restricted; 2024Q4: 5,379 shares; 2025Q1: 5,066 shares; 2025Q2: 5,015 shares; 2025Q3: 4,189 shares; 2025Q4: 3,711 shares 3,711 $566K 0.16% -478 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,802 shares; 2025Q1: 4,419 shares; 2025Q2: 4,378 shares; 2025Q3: 3,688 shares; 2025Q4: 3,235 shares 3,235 $561K 0.16% -453 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: restricted; 2024Q4: 3,832 shares; 2025Q1: 3,648 shares; 2025Q2: 3,410 shares; 2025Q3: 2,891 shares; 2025Q4: 2,585 shares 2,585 $540K 0.16% -306 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: restricted; 2024Q4: 4,157 shares; 2025Q1: 5,432 shares; 2025Q2: 5,106 shares; 2025Q3: 3,519 shares; 2025Q4: 4,053 shares 4,053 $538K 0.16% +534 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: restricted; 2024Q4: 3,066 shares; 2025Q1: 2,903 shares; 2025Q2: 3,014 shares; 2025Q3: 2,604 shares; 2025Q4: 2,299 shares 2,299 $532K 0.15% -305 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: restricted; 2024Q4: 16,767 shares; 2025Q1: 15,809 shares; 2025Q2: 15,647 shares; 2025Q3: 13,381 shares; 2025Q4: 11,974 shares 11,974 $522K 0.15% -1,407 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: restricted; 2024Q4: 2,523 shares; 2025Q1: 2,644 shares; 2025Q2: 2,665 shares; 2025Q3: 2,769 shares; 2025Q4: 2,810 shares 2,810 $515K 0.15% +41 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: restricted; 2024Q4: 17,233 shares; 2025Q1: 16,334 shares; 2025Q2: 16,173 shares; 2025Q3: 13,803 shares; 2025Q4: 12,236 shares 12,236 $498K 0.14% -1,567 Timeline CATH GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 5,900 shares; 2025Q2: 5,816 shares; 2025Q3: 5,816 shares; 2025Q4: 5,816 shares 5,816 $478K 0.14% 0 Timeline RRX REGAL REXNORD CORPORATION More: the full row for REGAL REXNORD CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,752 shares; 2025Q1: 4,923 shares; 2025Q2: 5,181 shares; 2025Q3: 4,658 shares; 2025Q4: 3,387 shares 3,387 $475K 0.14% -1,271 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: restricted; 2024Q4: 4,290 shares; 2025Q1: 3,990 shares; 2025Q2: 3,300 shares; 2025Q3: 3,300 shares; 2025Q4: 3,300 shares 3,300 $474K 0.14% 0 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,308 shares; 2025Q1: 8,725 shares; 2025Q2: 8,628 shares; 2025Q3: 7,260 shares; 2025Q4: 6,448 shares 6,448 $467K 0.13% -812 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,332 shares; 2025Q1: 4,332 shares; 2025Q2: 4,332 shares; 2025Q3: 4,332 shares; 2025Q4: 4,332 shares 4,332 $451K 0.13% 0 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,539 shares; 2025Q1: 20,069 shares; 2025Q2: 19,845 shares; 2025Q3: 16,791 shares; 2025Q4: 15,891 shares 15,891 $447K 0.13% -900 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,332 shares; 2025Q1: 4,332 shares; 2025Q2: 4,937 shares; 2025Q3: 4,989 shares; 2025Q4: 4,332 shares 4,332 $442K 0.13% -657 Timeline KIM KIMCO REALTY CORP More: the full row for KIMCO REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 26,327 shares; 2025Q1: 24,893 shares; 2025Q2: 24,619 shares; 2025Q3: 22,272 shares; 2025Q4: 21,726 shares 21,726 $440K 0.13% -546 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: restricted; 2024Q4: 1,459 shares; 2025Q1: 1,368 shares; 2025Q2: 1,646 shares; 2025Q3: 643 shares; 2025Q4: 1,294 shares 1,294 $427K 0.12% +651 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,272 shares; 2025Q1: 3,232 shares; 2025Q2: 3,232 shares; 2025Q3: 3,209 shares; 2025Q4: 3,118 shares 3,118 $427K 0.12% -91 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,197 shares; 2025Q1: 6,771 shares; 2025Q2: 6,687 shares; 2025Q3: 5,588 shares; 2025Q4: 4,927 shares 4,927 $422K 0.12% -661 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: restricted; 2024Q4: 389 shares; 2025Q1: 389 shares; 2025Q2: 789 shares; 2025Q3: 818 shares; 2025Q4: 818 shares 818 $411K 0.12% 0 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: restricted; 2024Q4: 7,431 shares; 2025Q1: 6,900 shares; 2025Q2: 6,529 shares; 2025Q3: 3,896 shares; 2025Q4: 3,254 shares 3,254 $399K 0.12% -642 Timeline VPLS VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,340 shares; 2025Q1: 4,587 shares; 2025Q2: 4,831 shares; 2025Q3: 4,831 shares; 2025Q4: 5,075 shares 5,075 $396K 0.11% +244 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: restricted; 2024Q4: 11,296 shares; 2025Q1: 10,747 shares; 2025Q2: 10,628 shares; 2025Q3: 5,093 shares; 2025Q4: 7,215 shares 7,215 $389K 0.11% +2,122 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: restricted; 2024Q4: 1,921 shares; 2025Q1: 2,010 shares; 2025Q2: 2,181 shares; 2025Q3: 2,188 shares; 2025Q4: 2,072 shares 2,072 $375K 0.11% -116 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: restricted; 2024Q4: 3,009 shares; 2025Q1: 3,009 shares; 2025Q2: 3,009 shares; 2025Q3: 3,009 shares; 2025Q4: 3,009 shares 3,009 $371K 0.11% 0 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: restricted; 2024Q4: 751 shares; 2025Q1: 793 shares; 2025Q2: 787 shares; 2025Q3: 793 shares; 2025Q4: 1,144 shares 1,144 $359K 0.1% +351 Timeline MGA MAGNA INTL INC More: the full row for MAGNA INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,338 shares; 2025Q3: 6,578 shares; 2025Q4: 6,732 shares 6,732 $359K 0.1% +154 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: restricted; 2024Q4: 4,651 shares; 2025Q1: 6,967 shares; 2025Q2: 11,889 shares; 2025Q3: 10,488 shares; 2025Q4: 9,440 shares 9,440 $348K 0.1% -1,048 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,054 shares 3,054 $340K 0.1% +54 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,973 shares; 2025Q1: 4,473 shares; 2025Q2: 4,453 shares; 2025Q3: 3,775 shares; 2025Q4: 3,203 shares 3,203 $336K 0.1% -572 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,450 shares; 2025Q1: 9,890 shares; 2025Q2: 9,779 shares; 2025Q3: 8,279 shares; 2025Q4: 7,286 shares 7,286 $323K 0.09% -993 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,017 shares; 2025Q4: 4,007 shares 4,007 $321K 0.09% -10 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: restricted; 2024Q4: 1,056 shares; 2025Q1: 972 shares; 2025Q2: 1,554 shares; 2025Q3: 1,616 shares; 2025Q4: 1,761 shares 1,761 $317K 0.09% +145 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 765 shares; 2025Q1: 915 shares; 2025Q2: 801 shares; 2025Q3: 819 shares; 2025Q4: 559 shares 559 $309K 0.09% -260 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: restricted; 2024Q4: 1,350 shares; 2025Q1: 1,350 shares; 2025Q2: 1,350 shares; 2025Q3: 1,350 shares; 2025Q4: 1,350 shares 1,350 $308K 0.09% 0 Timeline ARCB ARCBEST CORP More: the full row for ARCBEST CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,279 shares; 2025Q4: 3,982 shares 3,982 $295K 0.09% +703 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: restricted; 2024Q4: 8,370 shares; 2025Q1: 8,190 shares; 2025Q2: 8,190 shares; 2025Q3: 8,145 shares; 2025Q4: 6,273 shares 6,273 $294K 0.08% -1,872 Timeline SLGN SILGAN HLDGS INC More: the full row for SILGAN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,231 shares 7,231 $292K 0.08% new Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 473 shares; 2025Q1: 528 shares; 2025Q2: 520 shares; 2025Q3: 989 shares; 2025Q4: 931 shares 931 $291K 0.08% -58 Timeline PVH PVH CORPORATION More: the full row for PVH CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,249 shares 4,249 $285K 0.08% new Timeline HEI-A HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 544 shares; 2025Q3: 597 shares; 2025Q4: 1,097 shares 1,097 $277K 0.08% +500 Timeline BUSA 2023 ETF SERIES TRUST More: the full row for 2023 ETF SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,337 shares 7,337 $268K 0.08% new Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 848 shares; 2025Q1: 871 shares; 2025Q2: 869 shares; 2025Q3: 875 shares; 2025Q4: 861 shares 861 $249K 0.07% -14 Timeline HYGV FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,774 shares; 2025Q1: 10,304 shares; 2025Q2: 13,408 shares; 2025Q3: 12,795 shares; 2025Q4: 5,660 shares 5,660 $231K 0.07% -7,135 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,020 shares; 2025Q1: 1,249 shares; 2025Q2: 674 shares; 2025Q3: 674 shares; 2025Q4: 330 shares 330 $222K 0.06% -344 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,918 shares; 2025Q1: 2,709 shares; 2025Q2: 2,171 shares; 2025Q3: 2,247 shares; 2025Q4: 2,262 shares 2,262 $217K 0.06% +15 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: restricted; 2024Q4: 638 shares; 2025Q1: 618 shares; 2025Q2: 798 shares; 2025Q3: 717 shares; 2025Q4: 669 shares 669 $213K 0.06% -48 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: restricted; 2024Q4: 1,729 shares; 2025Q1: 1,773 shares; 2025Q2: 1,768 shares; 2025Q3: 1,852 shares; 2025Q4: 1,638 shares 1,638 $205K 0.06% -214 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,968 shares; 2025Q3: 2,151 shares; 2025Q4: 2,858 shares 2,858 $200K 0.06% +707 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 115 shares; 2025Q1: 2,935 shares; 2025Q2: 2,474 shares; 2025Q3: 2,474 shares; 2025Q4: 3,133 shares 3,133 $200K 0.06% +659 Timeline APG API GROUP CORP More: the full row for API GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,170 shares; 2025Q1: 9,435 shares; 2025Q2: 7,848 shares; 2025Q3: 11,771 shares; 2025Q4: 5,106 shares 5,106 $195K 0.06% -6,665 Timeline TCHP T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,903 shares; 2025Q1: 3,903 shares; 2025Q2: 4,062 shares; 2025Q3: 3,942 shares; 2025Q4: 3,888 shares 3,888 $194K 0.06% -54 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,818 shares; 2025Q3: 1,758 shares; 2025Q4: 2,421 shares 2,421 $193K 0.06% +663 Timeline MKSI MKS INC. More: the full row for MKS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 424 shares; 2025Q3: 553 shares; 2025Q4: 1,162 shares 1,162 $186K 0.05% +609 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 925 shares; 2025Q1: 860 shares; 2025Q2: 784 shares; 2025Q3: 868 shares; 2025Q4: 722 shares 722 $183K 0.05% -146 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,755 shares; 2025Q1: 10,289 shares; 2025Q2: 8,472 shares; 2025Q3: 8,135 shares; 2025Q4: 5,170 shares 5,170 $181K 0.05% -2,965 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: restricted; 2024Q4: 291 shares; 2025Q1: 378 shares; 2025Q2: 364 shares; 2025Q3: 635 shares; 2025Q4: 779 shares 779 $180K 0.05% +144 Timeline CCK CROWN HLDGS INC More: the full row for CROWN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,671 shares; 2025Q1: 2,493 shares; 2025Q2: 2,514 shares; 2025Q3: 2,419 shares; 2025Q4: 1,707 shares 1,707 $176K 0.05% -712 Timeline PFGC PERFORMANCE FOOD GROUP CO More: the full row for PERFORMANCE FOOD GROUP CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,171 shares; 2025Q1: 4,451 shares; 2025Q2: 3,639 shares; 2025Q3: 3,639 shares; 2025Q4: 1,930 shares 1,930 $174K 0.05% -1,709 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: restricted; 2024Q4: 1,496 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 157 shares; 2025Q4: 2,565 shares 2,565 $172K 0.05% +2,408 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: restricted; 2024Q4: 2,227 shares; 2025Q1: 2,463 shares; 2025Q2: 2,463 shares; 2025Q3: 2,463 shares; 2025Q4: 2,522 shares 2,522 $166K 0.05% +59 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 778 shares; 2025Q1: 724 shares; 2025Q2: 567 shares; 2025Q3: 618 shares; 2025Q4: 325 shares 325 $166K 0.05% -293 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: restricted; 2024Q4: 373 shares; 2025Q1: 399 shares; 2025Q2: 395 shares; 2025Q3: 706 shares; 2025Q4: 848 shares 848 $165K 0.05% +142 Timeline DEMZ ADVISORS INNER CIRCLE FD III More: the full row for ADVISORS INNER CIRCLE FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,137 shares; 2025Q1: 4,038 shares; 2025Q2: 4,188 shares; 2025Q3: 4,188 shares; 2025Q4: 3,860 shares 3,860 $165K 0.05% -328 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: restricted; 2024Q4: 462 shares; 2025Q1: 462 shares; 2025Q2: 462 shares; 2025Q3: 462 shares; 2025Q4: 462 shares 462 $163K 0.05% 0 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: restricted; 2024Q4: 1,299 shares; 2025Q1: 1,299 shares; 2025Q2: 1,299 shares; 2025Q3: 1,984 shares; 2025Q4: 2,116 shares 2,116 $160K 0.05% +132 Timeline ARW ARROW ELECTRS INC More: the full row for ARROW ELECTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 582 shares; 2025Q3: 645 shares; 2025Q4: 1,431 shares 1,431 $158K 0.05% +786 Timeline ARMK ARAMARK More: the full row for ARAMARK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,046 shares; 2025Q3: 3,352 shares; 2025Q4: 4,276 shares 4,276 $158K 0.05% +924 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 52 shares; 2025Q1: 68 shares; 2025Q2: 692 shares; 2025Q3: 750 shares; 2025Q4: 1,150 shares 1,150 $157K 0.05% +400 Timeline DOX AMDOCS LTD More: the full row for AMDOCS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,649 shares; 2025Q1: 6,257 shares; 2025Q2: 6,189 shares; 2025Q3: 6,054 shares; 2025Q4: 1,930 shares 1,930 $155K 0.04% -4,124 Timeline ALSN ALLISON TRANSMISSION HLDGS I More: the full row for ALLISON TRANSMISSION HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 436 shares; 2025Q3: 248 shares; 2025Q4: 1,573 shares 1,573 $154K 0.04% +1,325 Timeline OMF ONEMAIN HLDGS INC More: the full row for ONEMAIN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,317 shares; 2025Q3: 1,460 shares; 2025Q4: 2,248 shares 2,248 $152K 0.04% +788 Timeline GTES GATES INDL CORP PLC More: the full row for GATES INDL CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,049 shares; 2025Q3: 2,860 shares; 2025Q4: 7,060 shares 7,060 $152K 0.04% +4,200 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: restricted; 2024Q4: 73 shares; 2025Q1: 189 shares; 2025Q2: 187 shares; 2025Q3: 523 shares; 2025Q4: 704 shares 704 $151K 0.04% +181 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: restricted; 2024Q4: 1,832 shares; 2025Q1: 1,832 shares; 2025Q2: 1,832 shares; 2025Q3: 1,832 shares; 2025Q4: 1,832 shares 1,832 $145K 0.04% 0 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,002 shares; 2025Q3: 617 shares; 2025Q4: 3,249 shares 3,249 $142K 0.04% +2,632 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 166 shares; 2025Q1: not reported; 2025Q2: 612 shares; 2025Q3: 713 shares; 2025Q4: 2,185 shares 2,185 $139K 0.04% +1,472 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 281 shares 281 $138K 0.04% new Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 225 shares; 2025Q3: 250 shares; 2025Q4: 425 shares 425 $138K 0.04% +175 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: restricted; 2024Q4: 1,713 shares; 2025Q1: 1,713 shares; 2025Q2: 1,713 shares; 2025Q3: 1,913 shares; 2025Q4: 1,853 shares 1,853 $137K 0.04% -60 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 299 shares; 2025Q3: 331 shares; 2025Q4: 534 shares 534 $135K 0.04% +203 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 209 shares; 2025Q3: 232 shares; 2025Q4: 351 shares 351 $133K 0.04% +119 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: restricted; 2024Q4: 2,523 shares; 2025Q1: 2,739 shares; 2025Q2: 2,739 shares; 2025Q3: 2,759 shares; 2025Q4: 2,523 shares 2,523 $133K 0.04% -236 Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 297 shares; 2025Q4: 841 shares 841 $129K 0.04% +544 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 358 shares; 2025Q3: 402 shares; 2025Q4: 393 shares 393 $126K 0.04% -9 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 153 shares; 2025Q3: 164 shares; 2025Q4: 275 shares 275 $125K 0.04% +111 Timeline SON SONOCO PRODS CO More: the full row for SONOCO PRODS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,384 shares; 2025Q1: 9,154 shares; 2025Q2: 11,443 shares; 2025Q3: 10,520 shares; 2025Q4: 2,805 shares 2,805 $122K 0.04% -7,715 Timeline ATR APTARGROUP INC More: the full row for APTARGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 581 shares; 2025Q3: 641 shares; 2025Q4: 998 shares 998 $122K 0.04% +357 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: restricted; 2024Q4: 65 shares; 2025Q1: 83 shares; 2025Q2: 77 shares; 2025Q3: 149 shares; 2025Q4: 180 shares 180 $119K 0.03% +31 Timeline JTEK 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: restricted; 2024Q4: not reported; 2025Q1: 1,200 shares; 2025Q2: 1,300 shares; 2025Q3: 1,300 shares; 2025Q4: 1,300 shares 1,300 $117K 0.03% 0 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 212 shares; 2025Q3: 235 shares; 2025Q4: 410 shares 410 $117K 0.03% +175 Timeline VVV VALVOLINE INC More: the full row for VALVOLINE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,185 shares; 2025Q3: 1,394 shares; 2025Q4: 4,016 shares 4,016 $117K 0.03% +2,622 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: restricted; 2024Q4: 1,184 shares; 2025Q1: 1,225 shares; 2025Q2: 1,225 shares; 2025Q3: 1,379 shares; 2025Q4: 1,423 shares 1,423 $114K 0.03% +44 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 161 shares; 2025Q3: 179 shares; 2025Q4: 495 shares 495 $110K 0.03% +316 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: restricted; 2024Q4: 1,261 shares; 2025Q1: 1,261 shares; 2025Q2: 1,261 shares; 2025Q3: 1,261 shares; 2025Q4: 1,261 shares 1,261 $110K 0.03% 0 Timeline HLI HOULIHAN LOKEY INC More: the full row for HOULIHAN LOKEY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,318 shares; 2025Q1: 1,237 shares; 2025Q2: 1,079 shares; 2025Q3: 1,113 shares; 2025Q4: 626 shares 626 $109K 0.03% -487 Timeline LAD LITHIA MTRS INC More: the full row for LITHIA MTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 316 shares 316 $105K 0.03% new Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,263 shares; 2025Q1: 1,221 shares; 2025Q2: 470 shares; 2025Q3: 470 shares; 2025Q4: 470 shares 470 $105K 0.03% 0 Timeline IYK 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: restricted; 2024Q4: 1,530 shares; 2025Q1: 1,530 shares; 2025Q2: 1,530 shares; 2025Q3: 1,530 shares; 2025Q4: 1,530 shares 1,530 $102K 0.03% 0 Timeline WTM WHITE MTNS INS GROUP LTD More: the full row for WHITE MTNS INS GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26 shares; 2025Q3: 29 shares; 2025Q4: 49 shares 49 $102K 0.03% +20 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,480 shares; 2025Q1: 6,990 shares; 2025Q2: 5,660 shares; 2025Q3: 5,660 shares; 2025Q4: 1,868 shares 1,868 $100K 0.03% -3,792 Timeline CHWY CHEWY INC More: the full row for CHEWY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,295 shares; 2025Q1: 9,604 shares; 2025Q2: 6,718 shares; 2025Q3: 6,718 shares; 2025Q4: 3,025 shares 3,025 $100K 0.03% -3,693 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 458 shares; 2025Q1: 1,159 shares; 2025Q2: 689 shares; 2025Q3: 689 shares; 2025Q4: 503 shares 503 $100K 0.03% -186 Timeline MGEE MGE ENERGY INC More: the full row for MGE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,272 shares; 2025Q1: 1,272 shares; 2025Q2: 1,272 shares; 2025Q3: 1,272 shares; 2025Q4: 1,272 shares 1,272 $99.8K 0.03% 0 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares 400 $98.5K 0.03% 0 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 104 shares 104 $97.1K 0.03% new 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: restricted; 2024Q4: 2,692 shares; 2025Q1: 2,692 shares; 2025Q2: 2,792 shares; 2025Q3: 2,792 shares; 2025Q4: 2,792 shares 2,792 $97K 0.03% 0 Timeline AFG AMERICAN FINANCIAL GROUP INC More: the full row for AMERICAN FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 706 shares 706 $96.5K 0.03% new 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: restricted; 2024Q4: 679 shares; 2025Q1: 679 shares; 2025Q2: 679 shares; 2025Q3: 679 shares; 2025Q4: 679 shares 679 $95.8K 0.03% 0 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: restricted; 2024Q4: 65 shares; 2025Q1: 83 shares; 2025Q2: 81 shares; 2025Q3: 122 shares; 2025Q4: 165 shares 165 $94.2K 0.03% +43 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 890 shares 890 $92.8K 0.03% new 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: restricted; 2024Q4: 1,650 shares; 2025Q1: 1,271 shares; 2025Q2: 992 shares; 2025Q3: 992 shares; 2025Q4: 322 shares 322 $91.2K 0.03% -670 Timeline CLH CLEAN HARBORS INC More: the full row for CLEAN HARBORS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,825 shares; 2025Q1: 1,754 shares; 2025Q2: 1,422 shares; 2025Q3: 1,422 shares; 2025Q4: 383 shares 383 $89.8K 0.03% -1,039 Timeline QRVO QORVO INC More: the full row for QORVO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,535 shares; 2025Q2: 1,393 shares; 2025Q3: 1,393 shares; 2025Q4: 1,042 shares 1,042 $88.1K 0.03% -351 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: restricted; 2024Q4: 2,582 shares; 2025Q1: 2,418 shares; 2025Q2: 1,967 shares; 2025Q3: 1,967 shares; 2025Q4: 621 shares 621 $85.6K 0.02% -1,346 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 662 shares; 2025Q3: 535 shares; 2025Q4: 944 shares 944 $83.7K 0.02% +409 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: restricted; 2024Q4: 40 shares; 2025Q1: 43 shares; 2025Q2: 42 shares; 2025Q3: 44 shares; 2025Q4: 90 shares 90 $77.6K 0.02% +46 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,727 shares; 2025Q1: 1,365 shares; 2025Q2: 1,159 shares; 2025Q3: 1,159 shares; 2025Q4: 472 shares 472 $76.1K 0.02% -687 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,523 shares; 2025Q1: 1,818 shares; 2025Q2: 1,165 shares; 2025Q3: 1,112 shares; 2025Q4: 573 shares 573 $73.9K 0.02% -539 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: restricted; 2024Q4: 1,130 shares; 2025Q1: 1,201 shares; 2025Q2: 1,109 shares; 2025Q3: 1,311 shares; 2025Q4: 1,368 shares 1,368 $73.6K 0.02% +57 Timeline SCI SERVICE CORP INTL More: the full row for SERVICE CORP INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,000 shares; 2025Q1: 1,926 shares; 2025Q2: 1,387 shares; 2025Q3: 1,387 shares; 2025Q4: 925 shares 925 $72.1K 0.02% -462 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 663 shares; 2025Q1: 663 shares; 2025Q2: 663 shares; 2025Q3: 663 shares; 2025Q4: 663 shares 663 $70.7K 0.02% 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: restricted; 2024Q4: 1,200 shares; 2025Q1: 1,200 shares; 2025Q2: 1,200 shares; 2025Q3: 1,200 shares; 2025Q4: 1,200 shares 1,200 $69.2K 0.02% 0 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,260 shares; 2025Q1: 1,116 shares; 2025Q2: 665 shares; 2025Q3: 665 shares; 2025Q4: 409 shares 409 $66.3K 0.02% -256 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: restricted; 2024Q4: 16 shares; 2025Q1: 20 shares; 2025Q2: 20 shares; 2025Q3: 81 shares; 2025Q4: 430 shares 430 $65.9K 0.02% +349 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: restricted; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares 400 $64K 0.02% 0 Timeline PODD INSULET CORP More: the full row for INSULET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 296 shares; 2025Q3: 296 shares; 2025Q4: 217 shares 217 $61.7K 0.02% -79 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: restricted; 2024Q4: 207 shares; 2025Q1: 207 shares; 2025Q2: 207 shares; 2025Q3: 207 shares; 2025Q4: 207 shares 207 $61.3K 0.02% 0 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,175 shares; 2025Q2: 1,150 shares; 2025Q3: 1,150 shares; 2025Q4: 1,150 shares 1,150 $58.5K 0.02% 0 Timeline VONV 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: restricted; 2024Q4: 632 shares; 2025Q1: 632 shares; 2025Q2: 632 shares; 2025Q3: 632 shares; 2025Q4: 632 shares 632 $58.3K 0.02% 0 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 560 shares; 2025Q1: 560 shares; 2025Q2: 560 shares; 2025Q3: 560 shares; 2025Q4: 560 shares 560 $54.3K 0.02% 0 Timeline CNM CORE & MAIN INC More: the full row for CORE & MAIN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 878 shares; 2025Q3: 759 shares; 2025Q4: 1,037 shares 1,037 $53.9K 0.02% +278 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 185 shares; 2025Q3: 185 shares; 2025Q4: 135 shares 135 $53.7K 0.02% -50 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: restricted; 2024Q4: 126 shares; 2025Q1: 161 shares; 2025Q2: 157 shares; 2025Q3: 168 shares; 2025Q4: 349 shares 349 $53.6K 0.02% +181 Timeline IEO 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 592 shares 592 $52.8K 0.02% new Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 79 shares; 2025Q2: 79 shares; 2025Q3: 82 shares; 2025Q4: 152 shares 152 $52.6K 0.02% +70 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 214 shares; 2025Q3: 231 shares; 2025Q4: 98 shares 98 $52.2K 0.02% -133 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,549 shares; 2025Q1: 1,441 shares; 2025Q2: 1,114 shares; 2025Q3: 1,072 shares; 2025Q4: 325 shares 325 $52.2K 0.02% -747 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: restricted; 2024Q4: 75 shares; 2025Q1: 68 shares; 2025Q2: 66 shares; 2025Q3: 68 shares; 2025Q4: 192 shares 192 $52.1K 0.02% +124 Timeline HSIC SCHEIN HENRY INC More: the full row for SCHEIN HENRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 608 shares; 2025Q3: not reported; 2025Q4: 687 shares 687 $51.9K 0.01% new Timeline TECB 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: restricted; 2024Q4: not reported; 2025Q1: 900 shares; 2025Q2: 850 shares; 2025Q3: 850 shares; 2025Q4: 850 shares 850 $51.7K 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: restricted; 2024Q4: 423 shares; 2025Q1: 423 shares; 2025Q2: 516 shares; 2025Q3: 516 shares; 2025Q4: 516 shares 516 $51.5K 0.01% 0 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: restricted; 2024Q4: 2,004 shares; 2025Q1: 2,229 shares; 2025Q2: 1,529 shares; 2025Q3: 1,564 shares; 2025Q4: 2,063 shares 2,063 $51.4K 0.01% +499 Timeline VCRB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 538 shares; 2025Q1: 538 shares; 2025Q2: 657 shares; 2025Q3: 657 shares; 2025Q4: 657 shares 657 $51.2K 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: restricted; 2024Q4: 276 shares; 2025Q1: 276 shares; 2025Q2: 276 shares; 2025Q3: 391 shares; 2025Q4: 391 shares 391 $50.5K 0.01% 0 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 885 shares; 2025Q1: 885 shares; 2025Q2: 885 shares; 2025Q3: 885 shares; 2025Q4: 885 shares 885 $50.3K 0.01% 0 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 535 shares; 2025Q1: 535 shares; 2025Q2: 535 shares; 2025Q3: 535 shares; 2025Q4: 535 shares 535 $50.1K 0.01% 0 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 101 shares; 2025Q1: 171 shares; 2025Q2: 164 shares; 2025Q3: 169 shares; 2025Q4: 324 shares 324 $49.9K 0.01% +155 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: restricted; 2024Q4: 46 shares; 2025Q1: 61 shares; 2025Q2: 61 shares; 2025Q3: 67 shares; 2025Q4: 226 shares 226 $49.1K 0.01% +159 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: restricted; 2024Q4: 1,084 shares; 2025Q1: not reported; 2025Q2: 100 shares; 2025Q3: 113 shares; 2025Q4: 384 shares 384 $49K 0.01% +271 Timeline CAE CAE INC More: the full row for CAE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,909 shares; 2025Q1: 11,902 shares; 2025Q2: 5,355 shares; 2025Q3: 5,355 shares; 2025Q4: 1,511 shares 1,511 $46K 0.01% -3,844 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 58 shares; 2025Q1: 75 shares; 2025Q2: 73 shares; 2025Q3: 79 shares; 2025Q4: 136 shares 136 $45.9K 0.01% +57 Timeline ZBRA ZEBRA TECHNOLOGIES CORPORATI More: the full row for ZEBRA TECHNOLOGIES CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 176 shares; 2025Q3: 195 shares; 2025Q4: 189 shares 189 $45.9K 0.01% -6 Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18 shares; 2025Q4: 21 shares 21 $45.1K 0.01% +3 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 64 shares; 2025Q4: 72 shares 72 $44.8K 0.01% +8 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: restricted; 2024Q4: 179 shares; 2025Q1: 227 shares; 2025Q2: 221 shares; 2025Q3: 386 shares; 2025Q4: 444 shares 444 $44.4K 0.01% +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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 32 shares; 2025Q3: 36 shares; 2025Q4: 76 shares 76 $43.5K 0.01% +40 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9 shares; 2025Q3: 26 shares; 2025Q4: 454 shares 454 $42.6K 0.01% +428 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: restricted; 2024Q4: 711 shares; 2025Q1: 711 shares; 2025Q2: 711 shares; 2025Q3: 711 shares; 2025Q4: 711 shares 711 $42.3K 0.01% 0 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: restricted; 2024Q4: 63 shares; 2025Q1: 84 shares; 2025Q2: 84 shares; 2025Q3: 178 shares; 2025Q4: 159 shares 159 $42.1K 0.01% -19 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,546 shares; 2025Q1: 2,433 shares; 2025Q2: 1,430 shares; 2025Q3: 1,430 shares; 2025Q4: 618 shares 618 $41.6K 0.01% -812 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: restricted; 2024Q4: 124 shares; 2025Q1: 124 shares; 2025Q2: 124 shares; 2025Q3: 124 shares; 2025Q4: 134 shares 134 $40.7K 0.01% +10 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: restricted; 2024Q4: 141 shares; 2025Q1: 141 shares; 2025Q2: 141 shares; 2025Q3: 141 shares; 2025Q4: 282 shares 282 $40.6K 0.01% +141 Timeline VIK VIKING HOLDINGS LTD More: the full row for VIKING HOLDINGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 567 shares 567 $40.5K 0.01% new Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares 400 $40.4K 0.01% 0 Timeline HAYW HAYWARD HLDGS INC More: the full row for HAYWARD HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,710 shares; 2025Q4: 2,611 shares 2,611 $40.3K 0.01% -99 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 470 shares; 2025Q4: 235 shares 235 $40.2K 0.01% -235 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: restricted; 2024Q4: 327 shares; 2025Q1: 417 shares; 2025Q2: 404 shares; 2025Q3: 438 shares; 2025Q4: 817 shares 817 $40.1K 0.01% +379 Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,447 shares; 2025Q1: 1,137 shares; 2025Q2: 887 shares; 2025Q3: 887 shares; 2025Q4: 281 shares 281 $40K 0.01% -606 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: restricted; 2024Q4: 1,065 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 96 shares; 2025Q4: 402 shares 402 $38.6K 0.01% +306 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 60 shares; 2025Q3: 65 shares; 2025Q4: 67 shares 67 $38.4K 0.01% +2 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9 shares; 2025Q3: 13 shares; 2025Q4: 58 shares 58 $38.4K 0.01% +45 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 475 shares; 2025Q3: 526 shares; 2025Q4: 198 shares 198 $38.3K 0.01% -328 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: restricted; 2024Q4: 129 shares; 2025Q1: 243 shares; 2025Q2: 299 shares; 2025Q3: 323 shares; 2025Q4: 656 shares 656 $38.3K 0.01% +333 Timeline ZION ZIONS BANCORPORATION NATL AS More: the full row for ZIONS BANCORPORATION NATL AS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 658 shares; 2025Q4: 638 shares 638 $37.3K 0.01% -20 Timeline PRI PRIMERICA INC More: the full row for PRIMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 278 shares; 2025Q3: 302 shares; 2025Q4: 142 shares 142 $36.7K 0.01% -160 Timeline OWL BLUE OWL CAPITAL INC More: the full row for BLUE OWL CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,832 shares; 2025Q1: 11,031 shares; 2025Q2: 10,410 shares; 2025Q3: 10,410 shares; 2025Q4: 2,446 shares 2,446 $36.5K 0.01% -7,964 Timeline LII LENNOX INTL INC More: the full row for LENNOX INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 140 shares; 2025Q3: 155 shares; 2025Q4: 75 shares 75 $36.4K 0.01% -80 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: restricted; 2024Q4: 108 shares; 2025Q1: 279 shares; 2025Q2: 271 shares; 2025Q3: 377 shares; 2025Q4: 446 shares 446 $35.4K 0.01% +69 Timeline SSD SIMPSON MFG INC More: the full row for SIMPSON MFG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 341 shares; 2025Q3: 377 shares; 2025Q4: 216 shares 216 $34.9K 0.01% -161 Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 450 shares 450 $33.9K 0.01% new 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: restricted; 2024Q4: 181 shares; 2025Q1: 233 shares; 2025Q2: 227 shares; 2025Q3: 245 shares; 2025Q4: 477 shares 477 $33.3K 0.01% +232 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: restricted; 2024Q4: 32 shares; 2025Q1: 42 shares; 2025Q2: 42 shares; 2025Q3: 45 shares; 2025Q4: 95 shares 95 $33.2K 0.01% +50 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 248 shares 248 $32.9K 0.01% new 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: restricted; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: 10 shares; 2025Q3: 39 shares; 2025Q4: 29 shares 29 $31.2K 0.01% -10 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: restricted; 2024Q4: 69 shares; 2025Q1: 87 shares; 2025Q2: 85 shares; 2025Q3: 94 shares; 2025Q4: 176 shares 176 $30.9K 0.01% +82 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: restricted; 2024Q4: 291 shares; 2025Q1: 377 shares; 2025Q2: 377 shares; 2025Q3: 404 shares; 2025Q4: 798 shares 798 $30.6K 0.01% +394 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: restricted; 2024Q4: 169 shares; 2025Q1: 169 shares; 2025Q2: 169 shares; 2025Q3: 548 shares; 2025Q4: 548 shares 548 $30.1K 0.01% 0 Timeline ASB ASSOCIATED BANC-CORP More: the full row for ASSOCIATED BANC-CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,169 shares; 2025Q1: 1,169 shares; 2025Q2: 1,169 shares; 2025Q3: 1,169 shares; 2025Q4: 1,169 shares 1,169 $30.1K 0.01% 0 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 92 shares; 2025Q3: 101 shares; 2025Q4: 231 shares 231 $29.5K 0.01% +130 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: restricted; 2024Q4: 38 shares; 2025Q1: 48 shares; 2025Q2: 48 shares; 2025Q3: 53 shares; 2025Q4: 110 shares 110 $29.5K 0.01% +57 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: restricted; 2024Q4: 84 shares; 2025Q1: 82 shares; 2025Q2: 80 shares; 2025Q3: 85 shares; 2025Q4: 174 shares 174 $28.2K 0.01% +89 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: restricted; 2024Q4: 1,118 shares; 2025Q1: 1,118 shares; 2025Q2: 1,118 shares; 2025Q3: 1,118 shares; 2025Q4: 1,118 shares 1,118 $27.8K 0.01% 0 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares 200 $27.2K 0.01% 0 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 92 shares; 2025Q1: 76 shares; 2025Q2: 74 shares; 2025Q3: 76 shares; 2025Q4: 143 shares 143 $26.3K 0.01% +67 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: restricted; 2024Q4: 170 shares; 2025Q1: 170 shares; 2025Q2: 170 shares; 2025Q3: 170 shares; 2025Q4: 170 shares 170 $26.3K 0.01% 0 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: restricted; 2024Q4: 33 shares; 2025Q1: 63 shares; 2025Q2: 63 shares; 2025Q3: 68 shares; 2025Q4: 133 shares 133 $25.8K 0.01% +65 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: restricted; 2024Q4: 53 shares; 2025Q1: 67 shares; 2025Q2: 45 shares; 2025Q3: 46 shares; 2025Q4: 76 shares 76 $25.6K 0.01% +30 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 104 shares; 2025Q1: 104 shares; 2025Q2: 104 shares; 2025Q3: 104 shares; 2025Q4: 208 shares 208 $24.8K 0.01% +104 Timeline ENTG ENTEGRIS INC More: the full row for ENTEGRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,053 shares; 2025Q1: 1,004 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 292 shares 292 $24.6K 0.01% new 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 255 shares; 2025Q4: 255 shares 255 $24.3K 0.01% 0 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: restricted; 2024Q4: 99 shares; 2025Q1: 127 shares; 2025Q2: 127 shares; 2025Q3: 138 shares; 2025Q4: 269 shares 269 $24.2K 0.01% +131 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 36 shares; 2025Q1: 75 shares; 2025Q2: 75 shares; 2025Q3: 79 shares; 2025Q4: 137 shares 137 $24.1K 0.01% +58 Timeline BSY BENTLEY SYS INC More: the full row for BENTLEY SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,446 shares; 2025Q1: 1,391 shares; 2025Q2: 940 shares; 2025Q3: 940 shares; 2025Q4: 608 shares 608 $23.2K 0.01% -332 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: restricted; 2024Q4: 39 shares; 2025Q1: 49 shares; 2025Q2: 49 shares; 2025Q3: 53 shares; 2025Q4: 66 shares 66 $22.7K 0.01% +13 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: restricted; 2024Q4: 139 shares; 2025Q1: 139 shares; 2025Q2: 139 shares; 2025Q3: 139 shares; 2025Q4: 139 shares 139 $21.6K 0.01% 0 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: restricted; 2024Q4: 38 shares; 2025Q1: 24 shares; 2025Q2: 24 shares; 2025Q3: 65 shares; 2025Q4: 69 shares 69 $21.1K 0.01% +4 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: restricted; 2024Q4: 446 shares; 2025Q1: 446 shares; 2025Q2: 446 shares; 2025Q3: 446 shares; 2025Q4: 446 shares 446 $20.8K 0.01% 0 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 412 shares; 2025Q1: 412 shares; 2025Q2: 466 shares; 2025Q3: 466 shares; 2025Q4: 305 shares 305 $20K 0.01% -161 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 81 shares; 2025Q4: 81 shares 81 $19.6K 0.01% 0 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: restricted; 2024Q4: 95 shares; 2025Q1: 121 shares; 2025Q2: 121 shares; 2025Q3: 132 shares; 2025Q4: 162 shares 162 $18.4K 0.01% +30 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 141 shares; 2025Q1: 185 shares; 2025Q2: 185 shares; 2025Q3: 199 shares; 2025Q4: 343 shares 343 $17.4K 0.01% +144 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares 100 $17.4K 0.01% 0 Timeline ARGX ARGENX SE More: the full row for ARGENX SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 374 shares; 2025Q1: 348 shares; 2025Q2: 203 shares; 2025Q3: 203 shares; 2025Q4: 20 shares 20 $16.8K <0.01% -183 Timeline FXY INVESCO CURRENCYSHARES More: the full row for INVESCO CURRENCYSHARES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 285 shares; 2025Q4: 285 shares 285 $16.7K <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: restricted; 2024Q4: 67 shares; 2025Q1: 71 shares; 2025Q2: 71 shares; 2025Q3: 74 shares; 2025Q4: 90 shares 90 $16.7K <0.01% +16 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: restricted; 2024Q4: 144 shares; 2025Q1: 144 shares; 2025Q2: 144 shares; 2025Q3: 144 shares; 2025Q4: 144 shares 144 $16.3K <0.01% 0 Timeline REZI RESIDEO TECHNOLOGIES INC More: the full row for RESIDEO TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,422 shares; 2025Q1: 12,209 shares; 2025Q2: 4,514 shares; 2025Q3: 4,514 shares; 2025Q4: 454 shares 454 $15.9K <0.01% -4,060 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 31 shares; 2025Q4: 31 shares 31 $15.8K <0.01% 0 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 62 shares; 2025Q4: 62 shares 62 $15K <0.01% 0 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,536 shares; 2025Q1: 2,439 shares; 2025Q2: 1,729 shares; 2025Q3: 1,729 shares; 2025Q4: 318 shares 318 $14.9K <0.01% -1,411 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 26 shares; 2025Q4: 26 shares 26 $14.8K <0.01% 0 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 177 shares 177 $14.8K <0.01% new 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25 shares; 2025Q4: 25 shares 25 $14.5K <0.01% 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 58 shares; 2025Q4: 58 shares 58 $14.3K <0.01% 0 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 67 shares; 2025Q4: 67 shares 67 $13.9K <0.01% 0 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 49 shares; 2025Q4: 49 shares 49 $13.5K <0.01% 0 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 120 shares; 2025Q1: 120 shares; 2025Q2: 120 shares; 2025Q3: 120 shares; 2025Q4: 100 shares 100 $13.2K <0.01% -20 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,411 shares; 2025Q1: 6,283 shares; 2025Q2: 2,796 shares; 2025Q3: 2,796 shares; 2025Q4: 281 shares 281 $12.8K <0.01% -2,515 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: restricted; 2024Q4: 140 shares; 2025Q1: 140 shares; 2025Q2: 140 shares; 2025Q3: 140 shares; 2025Q4: 140 shares 140 $12.2K <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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 126 shares 126 $12.1K <0.01% new Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 80 shares 80 $12.1K <0.01% new 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 143 shares; 2025Q4: 143 shares 143 $11.7K <0.01% 0 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 106 shares; 2025Q1: 134 shares; 2025Q2: 134 shares; 2025Q3: 145 shares; 2025Q4: 178 shares 178 $11.3K <0.01% +33 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: restricted; 2024Q4: 30 shares; 2025Q1: 30 shares; 2025Q2: 30 shares; 2025Q3: 30 shares; 2025Q4: 30 shares 30 $11.2K <0.01% 0 Timeline BBWI BATH & BODY WORKS INC More: the full row for BATH & BODY WORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 292 shares; 2025Q1: 384 shares; 2025Q2: 384 shares; 2025Q3: 417 shares; 2025Q4: 517 shares 517 $10.4K <0.01% +100 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 105 shares; 2025Q4: 45 shares 45 $10.1K <0.01% -60 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,103 shares; 2025Q1: 3,720 shares; 2025Q2: 405 shares; 2025Q3: 405 shares; 2025Q4: 405 shares 405 $9.82K <0.01% 0 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24 shares 24 $8.42K <0.01% new Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 140 shares; 2025Q1: 140 shares; 2025Q2: 140 shares; 2025Q3: 140 shares; 2025Q4: 140 shares 140 $8.4K <0.01% 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: restricted; 2024Q4: 122 shares; 2025Q1: 122 shares; 2025Q2: 122 shares; 2025Q3: 122 shares; 2025Q4: 122 shares 122 $8.18K <0.01% 0 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 352 shares; 2025Q1: 598 shares; 2025Q2: 331 shares; 2025Q3: 506 shares; 2025Q4: 36 shares 36 $8.14K <0.01% -470 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares 100 $8.13K <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: restricted; 2024Q4: 80 shares; 2025Q1: 80 shares; 2025Q2: 80 shares; 2025Q3: 80 shares; 2025Q4: 80 shares 80 $7.95K <0.01% 0 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 37 shares; 2025Q1: 37 shares; 2025Q2: 37 shares; 2025Q3: 37 shares; 2025Q4: 37 shares 37 $7.84K <0.01% 0 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 692 shares; 2025Q3: 760 shares; 2025Q4: 100 shares 100 $7.83K <0.01% -660 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: restricted; 2024Q4: not reported; 2025Q1: 15 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7 shares 7 $7.49K <0.01% new 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: restricted; 2024Q4: 521 shares; 2025Q1: 604 shares; 2025Q2: 593 shares; 2025Q3: 623 shares; 2025Q4: 240 shares 240 $7.17K <0.01% -383 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 65 shares 65 $6.96K <0.01% new Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 91 shares; 2025Q3: 91 shares; 2025Q4: 91 shares 91 $6.05K <0.01% 0 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 67 shares; 2025Q1: 67 shares; 2025Q2: 67 shares; 2025Q3: 67 shares; 2025Q4: 67 shares 67 $5.64K <0.01% 0 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 212 shares; 2025Q1: 240 shares; 2025Q2: 240 shares; 2025Q3: 247 shares; 2025Q4: 122 shares 122 $4.9K <0.01% -125 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13 shares 13 $4.57K <0.01% new Timeline MAN MANPOWERGROUP INC WIS More: the full row for MANPOWERGROUP INC WIS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 145 shares; 2025Q1: 145 shares; 2025Q2: 145 shares; 2025Q3: 145 shares; 2025Q4: 145 shares 145 $4.31K <0.01% 0 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 86 shares 86 $4.17K <0.01% new Timeline EUFN 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 106 shares 106 $3.93K <0.01% new 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25 shares; 2025Q3: 25 shares; 2025Q4: 25 shares 25 $3.25K <0.01% 0 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 44 shares 44 $3.24K <0.01% new Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares 100 $3.05K <0.01% 0 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,006 shares; 2025Q1: 21 shares; 2025Q2: 21 shares; 2025Q3: 21 shares; 2025Q4: 21 shares 21 $3.01K <0.01% 0 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 122 shares; 2025Q1: 7,372 shares; 2025Q2: 122 shares; 2025Q3: 122 shares; 2025Q4: 122 shares 122 $2.85K <0.01% 0 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 32 shares 32 $2.35K <0.01% new 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6 shares 6 $1.37K <0.01% new Timeline GORO GOLD RESOURCE CORP More: the full row for GOLD RESOURCE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,917 shares; 2025Q1: 10,917 shares; 2025Q2: 10,917 shares; 2025Q3: 10,917 shares; 2025Q4: 942 shares 942 $780 <0.01% -9,975 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12 shares; 2025Q1: 12 shares; 2025Q2: 12 shares; 2025Q3: 12 shares; 2025Q4: 12 shares 12 $149 <0.01% 0 Timeline ABIOMED INC - CVR ABIOMED INC - CVR More: the full row for ABIOMED INC - CVR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 31 shares; 2025Q1: 31 shares; 2025Q2: 31 shares; 2025Q3: 31 shares; 2025Q4: 31 shares 31 $1 <0.01% 0