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: 289,408 shares; 2024Q4: 169,983 shares; 2025Q1: 296,330 shares; 2025Q2: 175,732 shares; 2025Q3: 294,224 shares; 2025Q4: 289,892 shares 289,892 $35.7M 10.24% -4,332 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112,951 shares; 2024Q4: 66,111 shares; 2025Q1: 118,655 shares; 2025Q2: 69,681 shares; 2025Q3: 121,776 shares; 2025Q4: 121,400 shares 121,400 $30.7M 8.8% -376 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 350,768 shares; 2024Q4: 183,554 shares; 2025Q1: 414,001 shares; 2025Q2: 212,830 shares; 2025Q3: 468,402 shares; 2025Q4: 486,101 shares 486,101 $27.8M 7.97% +17,699 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 604,377 shares; 2024Q4: 351,850 shares; 2025Q1: 647,280 shares; 2025Q2: 372,109 shares; 2025Q3: 699,943 shares; 2025Q4: 717,100 shares 717,100 $21.2M 6.07% +17,157 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: 69,824 shares; 2024Q4: 37,219 shares; 2025Q1: 67,925 shares; 2025Q2: 46,487 shares; 2025Q3: 55,887 shares; 2025Q4: 65,301 shares 65,301 $17.5M 5.02% +9,414 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: 170,085 shares; 2024Q4: 101,084 shares; 2025Q1: 180,114 shares; 2025Q2: 105,925 shares; 2025Q3: 191,489 shares; 2025Q4: 192,716 shares 192,716 $12.7M 3.64% +1,227 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: 33,002 shares; 2024Q4: 22,055 shares; 2025Q1: 35,014 shares; 2025Q2: 22,175 shares; 2025Q3: 28,087 shares; 2025Q4: 33,642 shares 33,642 $9.74M 2.79% +5,555 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: 11,875 shares; 2024Q4: 2,903 shares; 2025Q1: 11,853 shares; 2025Q2: 2,914 shares; 2025Q3: 11,834 shares; 2025Q4: 12,032 shares 12,032 $8.24M 2.36% +198 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: 38,588 shares; 2024Q4: 27,093 shares; 2025Q1: 40,778 shares; 2025Q2: 28,427 shares; 2025Q3: 39,323 shares; 2025Q4: 44,485 shares 44,485 $8.03M 2.3% +5,162 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: 16,876 shares; 2024Q4: 8,151 shares; 2025Q1: 17,519 shares; 2025Q2: 8,335 shares; 2025Q3: 12,245 shares; 2025Q4: 16,881 shares 16,881 $7.87M 2.25% +4,636 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: 38,945 shares; 2024Q4: 38,940 shares; 2025Q1: 60,041 shares; 2025Q2: 42,129 shares; 2025Q3: 64,425 shares; 2025Q4: 65,400 shares 65,400 $7.86M 2.25% +975 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: 27,292 shares; 2024Q4: 11,942 shares; 2025Q1: 29,749 shares; 2025Q2: 15,387 shares; 2025Q3: 27,611 shares; 2025Q4: 29,916 shares 29,916 $6.87M 1.97% +2,305 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: 94,294 shares; 2024Q4: 65,305 shares; 2025Q1: 95,693 shares; 2025Q2: 64,146 shares; 2025Q3: 90,028 shares; 2025Q4: 89,859 shares 89,859 $6.53M 1.87% -169 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: 10,879 shares; 2024Q4: 7,531 shares; 2025Q1: 11,059 shares; 2025Q2: 8,447 shares; 2025Q3: 9,944 shares; 2025Q4: 10,972 shares 10,972 $5.47M 1.57% +1,028 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: 16,737 shares; 2024Q4: 7,502 shares; 2025Q1: 17,103 shares; 2025Q2: 7,566 shares; 2025Q3: 13,567 shares; 2025Q4: 15,462 shares 15,462 $4.72M 1.35% +1,895 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: 5,426 shares; 2024Q4: 3,165 shares; 2025Q1: 5,850 shares; 2025Q2: 3,458 shares; 2025Q3: 6,073 shares; 2025Q4: 6,822 shares 6,822 $4.48M 1.28% +749 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: 12,038 shares; 2024Q4: 4,264 shares; 2025Q1: 12,414 shares; 2025Q2: 4,284 shares; 2025Q3: 10,034 shares; 2025Q4: 11,951 shares 11,951 $4.12M 1.18% +1,917 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: 32,250 shares; 2024Q4: 8,943 shares; 2025Q1: 33,163 shares; 2025Q2: 8,832 shares; 2025Q3: 30,801 shares; 2025Q4: 35,456 shares 35,456 $3.85M 1.1% +4,655 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: 4,157 shares; 2024Q4: 635 shares; 2025Q1: 4,113 shares; 2025Q2: 628 shares; 2025Q3: 4,097 shares; 2025Q4: 4,090 shares 4,090 $2.79M 0.8% -7 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: 40,363 shares; 2024Q4: 11,985 shares; 2025Q1: 39,250 shares; 2025Q2: 12,004 shares; 2025Q3: 32,940 shares; 2025Q4: 39,924 shares 39,924 $2.74M 0.78% +6,984 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,929 shares; 2024Q4: 12,253 shares; 2025Q1: 15,449 shares; 2025Q2: 11,777 shares; 2025Q3: 15,590 shares; 2025Q4: 15,173 shares 15,173 $2.55M 0.73% -417 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: 5,575 shares; 2024Q4: not reported; 2025Q1: 5,695 shares; 2025Q2: not reported; 2025Q3: 5,363 shares; 2025Q4: 5,230 shares 5,230 $2.48M 0.71% -133 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: 9,676 shares; 2024Q4: 1,800 shares; 2025Q1: 8,998 shares; 2025Q2: 1,200 shares; 2025Q3: 7,428 shares; 2025Q4: 8,580 shares 8,580 $2.47M 0.71% +1,152 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: 1,434 shares; 2024Q4: not reported; 2025Q1: 2,051 shares; 2025Q2: 419 shares; 2025Q3: 2,212 shares; 2025Q4: 2,287 shares 2,287 $2.44M 0.7% +75 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,064 shares; 2024Q4: 13,064 shares; 2025Q1: 12,364 shares; 2025Q2: 11,364 shares; 2025Q3: 11,364 shares; 2025Q4: 11,364 shares 11,364 $2.34M 0.67% 0 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,018 shares; 2024Q4: 21,679 shares; 2025Q1: 25,582 shares; 2025Q2: 21,009 shares; 2025Q3: 27,515 shares; 2025Q4: 27,179 shares 27,179 $2.3M 0.66% -336 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,635 shares; 2024Q4: 5,911 shares; 2025Q1: 35,268 shares; 2025Q2: 7,214 shares; 2025Q3: 33,238 shares; 2025Q4: 32,098 shares 32,098 $2.23M 0.64% -1,140 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,550 shares; 2024Q4: 5,079 shares; 2025Q1: 10,563 shares; 2025Q2: 5,052 shares; 2025Q3: 10,476 shares; 2025Q4: 10,480 shares 10,480 $2.22M 0.64% +4 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: 5,369 shares; 2024Q4: 2,292 shares; 2025Q1: 6,100 shares; 2025Q2: 2,412 shares; 2025Q3: 5,137 shares; 2025Q4: 6,437 shares 6,437 $2.11M 0.6% +1,300 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: 5,131 shares; 2024Q4: 2,236 shares; 2025Q1: 10,679 shares; 2025Q2: 2,381 shares; 2025Q3: 10,974 shares; 2025Q4: 11,314 shares 11,314 $2.08M 0.6% +340 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 549 shares; 2025Q3: 2,905 shares; 2025Q4: 2,978 shares 2,978 $1.95M 0.56% +73 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: 8,322 shares; 2024Q4: 3,570 shares; 2025Q1: 8,251 shares; 2025Q2: 3,245 shares; 2025Q3: 7,412 shares; 2025Q4: 8,683 shares 8,683 $1.91M 0.55% +1,271 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,323 shares; 2024Q4: 1,940 shares; 2025Q1: 4,644 shares; 2025Q2: 1,953 shares; 2025Q3: 3,452 shares; 2025Q4: 5,026 shares 5,026 $1.8M 0.51% +1,574 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: 16,542 shares; 2024Q4: 7,871 shares; 2025Q1: 17,255 shares; 2025Q2: 5,895 shares; 2025Q3: 13,590 shares; 2025Q4: 15,666 shares 15,666 $1.78M 0.51% +2,076 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: 2,023 shares; 2024Q4: 1,368 shares; 2025Q1: 2,044 shares; 2025Q2: 1,338 shares; 2025Q3: 874 shares; 2025Q4: 1,980 shares 1,980 $1.77M 0.51% +1,106 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,464 shares; 2024Q4: 8,399 shares; 2025Q1: 24,868 shares; 2025Q2: 14,457 shares; 2025Q3: 22,972 shares; 2025Q4: 31,925 shares 31,925 $1.73M 0.5% +8,953 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,434 shares; 2024Q4: 7,190 shares; 2025Q1: 18,145 shares; 2025Q2: 7,516 shares; 2025Q3: 18,446 shares; 2025Q4: 37,238 shares 37,238 $1.66M 0.48% +18,792 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: 4,213 shares; 2024Q4: 2,150 shares; 2025Q1: 4,254 shares; 2025Q2: 2,241 shares; 2025Q3: 3,827 shares; 2025Q4: 5,266 shares 5,266 $1.59M 0.46% +1,439 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: 1,603 shares; 2024Q4: 304 shares; 2025Q1: 1,780 shares; 2025Q2: 325 shares; 2025Q3: 1,966 shares; 2025Q4: 10,230 shares 10,230 $1.57M 0.45% +8,264 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,420 shares; 2024Q4: 1,350 shares; 2025Q1: 4,327 shares; 2025Q2: 1,489 shares; 2025Q3: 4,822 shares; 2025Q4: 4,871 shares 4,871 $1.55M 0.44% +49 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: 3,475 shares; 2024Q4: 7,195 shares; 2025Q1: 16,795 shares; 2025Q2: 8,328 shares; 2025Q3: 18,305 shares; 2025Q4: 18,902 shares 18,902 $1.54M 0.44% +597 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: 2,169 shares; 2024Q4: 1,034 shares; 2025Q1: 2,154 shares; 2025Q2: 639 shares; 2025Q3: 1,912 shares; 2025Q4: 2,715 shares 2,715 $1.53M 0.44% +803 Timeline BOTZ 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: 39,201 shares; 2024Q4: 32,506 shares; 2025Q1: 41,543 shares; 2025Q2: 33,627 shares; 2025Q3: 41,634 shares; 2025Q4: 42,232 shares 42,232 $1.53M 0.44% +598 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,178 shares; 2025Q2: 2,640 shares; 2025Q3: 11,452 shares; 2025Q4: 11,017 shares 11,017 $1.49M 0.43% -435 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: 5,154 shares; 2024Q4: 4,254 shares; 2025Q1: 5,778 shares; 2025Q2: 3,178 shares; 2025Q3: 1,125 shares; 2025Q4: 5,707 shares 5,707 $1.48M 0.42% +4,582 Timeline ARKW ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,533 shares; 2024Q4: 16,255 shares; 2025Q1: 18,875 shares; 2025Q2: 15,556 shares; 2025Q3: 9,084 shares; 2025Q4: 9,853 shares 9,853 $1.46M 0.42% +769 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,133 shares; 2025Q1: 3,512 shares; 2025Q2: 3,312 shares; 2025Q3: 9,613 shares; 2025Q4: 13,449 shares 13,449 $1.41M 0.41% +3,836 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,421 shares; 2024Q4: not reported; 2025Q1: 4,651 shares; 2025Q2: 4,421 shares; 2025Q3: 7,719 shares; 2025Q4: 13,008 shares 13,008 $1.39M 0.4% +5,289 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: 3,779 shares; 2024Q4: 1,142 shares; 2025Q1: 4,316 shares; 2025Q2: 1,340 shares; 2025Q3: 4,487 shares; 2025Q4: 5,047 shares 5,047 $1.36M 0.39% +560 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: 3,456 shares; 2024Q4: 950 shares; 2025Q1: 4,354 shares; 2025Q2: 906 shares; 2025Q3: 4,926 shares; 2025Q4: 4,993 shares 4,993 $1.35M 0.39% +67 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,564 shares; 2024Q4: 5,598 shares; 2025Q1: 11,170 shares; 2025Q2: 5,986 shares; 2025Q3: 9,262 shares; 2025Q4: 12,898 shares 12,898 $1.34M 0.38% +3,636 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,587 shares; 2024Q4: 507 shares; 2025Q1: 1,396 shares; 2025Q2: 460 shares; 2025Q3: 1,243 shares; 2025Q4: 1,546 shares 1,546 $1.33M 0.38% +303 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,695 shares; 2024Q4: 14,475 shares; 2025Q1: 17,072 shares; 2025Q2: 14,288 shares; 2025Q3: not reported; 2025Q4: 16,381 shares 16,381 $1.29M 0.37% new Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,248 shares; 2025Q2: 335 shares; 2025Q3: 1,259 shares; 2025Q4: 1,114 shares 1,114 $1.19M 0.34% -145 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,630 shares; 2024Q4: 19,155 shares; 2025Q1: 18,818 shares; 2025Q2: 19,219 shares; 2025Q3: 19,691 shares; 2025Q4: 19,703 shares 19,703 $1.14M 0.33% +12 Timeline NYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,505 shares; 2025Q4: 21,033 shares 21,033 $1.13M 0.32% +15,528 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 808 shares; 2024Q4: not reported; 2025Q1: 1,828 shares; 2025Q2: not reported; 2025Q3: 1,817 shares; 2025Q4: 1,817 shares 1,817 $1.12M 0.32% 0 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,404 shares; 2024Q4: 2,284 shares; 2025Q1: 2,930 shares; 2025Q2: 1,835 shares; 2025Q3: 2,309 shares; 2025Q4: 2,446 shares 2,446 $1.08M 0.31% +137 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,044 shares; 2024Q4: 2,472 shares; 2025Q1: 11,027 shares; 2025Q2: 2,628 shares; 2025Q3: 12,852 shares; 2025Q4: 23,548 shares 23,548 $1.07M 0.31% +10,696 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,289 shares; 2025Q4: 8,291 shares 8,291 $1.03M 0.3% +1,002 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,609 shares; 2024Q4: 1,168 shares; 2025Q1: 1,817 shares; 2025Q2: 1,163 shares; 2025Q3: 567 shares; 2025Q4: 1,850 shares 1,850 $999K 0.29% +1,283 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,460 shares; 2024Q4: 12,311 shares; 2025Q1: 12,465 shares; 2025Q2: 12,315 shares; 2025Q3: 12,362 shares; 2025Q4: 11,182 shares 11,182 $979K 0.28% -1,180 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,462 shares; 2025Q2: not reported; 2025Q3: 10,462 shares; 2025Q4: 10,462 shares 10,462 $956K 0.27% 0 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 205 shares; 2024Q4: 243 shares; 2025Q1: 313 shares; 2025Q2: 351 shares; 2025Q3: 368 shares; 2025Q4: 426 shares 426 $858K 0.25% +58 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: 4,594 shares; 2024Q4: not reported; 2025Q1: 4,210 shares; 2025Q2: not reported; 2025Q3: 4,140 shares; 2025Q4: 4,106 shares 4,106 $850K 0.24% -34 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,799 shares; 2024Q4: 3,497 shares; 2025Q1: 4,428 shares; 2025Q2: 4,400 shares; 2025Q3: 4,432 shares; 2025Q4: 4,212 shares 4,212 $849K 0.24% -220 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,107 shares; 2024Q4: not reported; 2025Q1: 2,153 shares; 2025Q2: not reported; 2025Q3: 2,489 shares; 2025Q4: 2,404 shares 2,404 $845K 0.24% -85 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: 6,842 shares; 2024Q4: not reported; 2025Q1: 6,860 shares; 2025Q2: not reported; 2025Q3: 6,533 shares; 2025Q4: 6,598 shares 6,598 $810K 0.23% +65 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,963 shares; 2024Q4: 6,659 shares; 2025Q1: 7,706 shares; 2025Q2: 6,641 shares; 2025Q3: 7,477 shares; 2025Q4: 7,609 shares 7,609 $804K 0.23% +132 Timeline BCFN BARON ETF TR More: the full row for BARON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 30,666 shares 30,666 $763K 0.22% new Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,845 shares; 2024Q4: not reported; 2025Q1: 1,734 shares; 2025Q2: not reported; 2025Q3: 1,604 shares; 2025Q4: 1,584 shares 1,584 $761K 0.22% -20 Timeline LRGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,361 shares; 2024Q4: not reported; 2025Q1: 7,631 shares; 2025Q2: not reported; 2025Q3: 10,881 shares; 2025Q4: 10,881 shares 10,881 $755K 0.22% 0 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: not reported; 2025Q3: 1 shares; 2025Q4: 1 shares 1 $755K 0.22% 0 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,828 shares; 2024Q4: not reported; 2025Q1: 2,837 shares; 2025Q2: not reported; 2025Q3: 3,419 shares; 2025Q4: 3,335 shares 3,335 $752K 0.22% -84 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,261 shares; 2024Q4: not reported; 2025Q1: 1,333 shares; 2025Q2: 457 shares; 2025Q3: 1,602 shares; 2025Q4: 1,599 shares 1,599 $744K 0.21% -3 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,158 shares; 2024Q4: 17,077 shares; 2025Q1: 18,954 shares; 2025Q2: 19,478 shares; 2025Q3: not reported; 2025Q4: 17,025 shares 17,025 $725K 0.21% new Timeline BUG 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: 21,861 shares; 2024Q4: 19,081 shares; 2025Q1: 22,000 shares; 2025Q2: 18,922 shares; 2025Q3: 21,965 shares; 2025Q4: 22,718 shares 22,718 $692K 0.2% +753 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,460 shares; 2024Q4: 3,460 shares; 2025Q1: 3,781 shares; 2025Q2: 3,456 shares; 2025Q3: not reported; 2025Q4: 3,780 shares 3,780 $691K 0.2% new Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,536 shares; 2025Q2: not reported; 2025Q3: 1,536 shares; 2025Q4: 1,536 shares 1,536 $683K 0.2% 0 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: 5,367 shares; 2024Q4: 3,341 shares; 2025Q1: 5,629 shares; 2025Q2: 3,354 shares; 2025Q3: 4,474 shares; 2025Q4: 5,725 shares 5,725 $673K 0.19% +1,251 Timeline TMP TOMPKINS FINL CORP More: the full row for TOMPKINS FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,394 shares; 2024Q4: 10,255 shares; 2025Q1: 10,280 shares; 2025Q2: 10,255 shares; 2025Q3: 10,280 shares; 2025Q4: 9,280 shares 9,280 $673K 0.19% -1,000 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: 3,708 shares; 2024Q4: 1,755 shares; 2025Q1: 3,465 shares; 2025Q2: 1,139 shares; 2025Q3: not reported; 2025Q4: 1,274 shares 1,274 $644K 0.18% new Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,455 shares; 2024Q4: 4,455 shares; 2025Q1: 4,455 shares; 2025Q2: 4,455 shares; 2025Q3: not reported; 2025Q4: 4,455 shares 4,455 $640K 0.18% new 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: 753 shares; 2024Q4: 723 shares; 2025Q1: 740 shares; 2025Q2: 759 shares; 2025Q3: 487 shares; 2025Q4: 1,098 shares 1,098 $632K 0.18% +611 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,790 shares; 2025Q4: 12,377 shares 12,377 $626K 0.18% -9,413 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 848 shares; 2024Q4: not reported; 2025Q1: 814 shares; 2025Q2: not reported; 2025Q3: 811 shares; 2025Q4: 809 shares 809 $610K 0.17% -2 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: 5,534 shares; 2024Q4: not reported; 2025Q1: 4,321 shares; 2025Q2: not reported; 2025Q3: 2,935 shares; 2025Q4: 4,141 shares 4,141 $605K 0.17% +1,206 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 832 shares; 2025Q4: 746 shares 746 $572K 0.16% -86 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: 3,774 shares; 2024Q4: 1,704 shares; 2025Q1: 3,982 shares; 2025Q2: 1,704 shares; 2025Q3: 2,022 shares; 2025Q4: 3,664 shares 3,664 $569K 0.16% +1,642 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 428 shares; 2024Q4: 450 shares; 2025Q1: 551 shares; 2025Q2: 575 shares; 2025Q3: 622 shares; 2025Q4: 642 shares 642 $564K 0.16% +20 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: 3,695 shares; 2024Q4: 2,181 shares; 2025Q1: 3,754 shares; 2025Q2: 2,181 shares; 2025Q3: 1,415 shares; 2025Q4: 3,700 shares 3,700 $547K 0.16% +2,285 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,446 shares; 2024Q4: 4,132 shares; 2025Q1: 10,535 shares; 2025Q2: 4,132 shares; 2025Q3: 5,215 shares; 2025Q4: 9,657 shares 9,657 $534K 0.15% +4,442 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,510 shares; 2024Q4: 9,510 shares; 2025Q1: 9,428 shares; 2025Q2: 9,428 shares; 2025Q3: not reported; 2025Q4: 9,510 shares 9,510 $512K 0.15% new Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,044 shares; 2024Q4: 6,088 shares; 2025Q1: 6,518 shares; 2025Q2: 6,088 shares; 2025Q3: not reported; 2025Q4: 6,518 shares 6,518 $494K 0.14% new Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,416 shares; 2024Q4: 1,294 shares; 2025Q1: 2,014 shares; 2025Q2: 1,349 shares; 2025Q3: 1,938 shares; 2025Q4: 1,893 shares 1,893 $482K 0.14% -45 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: 9,121 shares; 2024Q4: 9,121 shares; 2025Q1: 9,043 shares; 2025Q2: 9,089 shares; 2025Q3: not reported; 2025Q4: 9,121 shares 9,121 $477K 0.14% new 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: 18,853 shares; 2024Q4: 20,901 shares; 2025Q1: 20,951 shares; 2025Q2: 20,951 shares; 2025Q3: not reported; 2025Q4: 20,901 shares 20,901 $476K 0.14% new Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,642 shares; 2024Q4: 1,562 shares; 2025Q1: 1,474 shares; 2025Q2: 1,501 shares; 2025Q3: 2,400 shares; 2025Q4: 2,396 shares 2,396 $476K 0.14% -4 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 966 shares; 2024Q4: 966 shares; 2025Q1: 1,002 shares; 2025Q2: 956 shares; 2025Q3: not reported; 2025Q4: 979 shares 979 $476K 0.14% new Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,730 shares 4,730 $473K 0.14% new Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,840 shares; 2024Q4: not reported; 2025Q1: 1,919 shares; 2025Q2: not reported; 2025Q3: 1,975 shares; 2025Q4: 1,925 shares 1,925 $464K 0.13% -50 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,109 shares; 2024Q4: not reported; 2025Q1: 2,071 shares; 2025Q2: not reported; 2025Q3: 1,027 shares; 2025Q4: 1,514 shares 1,514 $462K 0.13% +487 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,117 shares; 2024Q4: 1,117 shares; 2025Q1: 1,247 shares; 2025Q2: 1,117 shares; 2025Q3: not reported; 2025Q4: 1,247 shares 1,247 $461K 0.13% new 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: 9,847 shares; 2024Q4: 9,847 shares; 2025Q1: 10,604 shares; 2025Q2: 9,847 shares; 2025Q3: not reported; 2025Q4: 10,562 shares 10,562 $447K 0.13% new Timeline GHC GRAHAM HLDGS CO More: the full row for GRAHAM HLDGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 392 shares; 2024Q4: 389 shares; 2025Q1: 393 shares; 2025Q2: 390 shares; 2025Q3: 394 shares; 2025Q4: 404 shares 404 $444K 0.13% +10 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: not reported; 2024Q4: 1,649 shares; 2025Q1: 1,847 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,812 shares 1,812 $435K 0.12% new Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,288 shares; 2024Q4: 7,288 shares; 2025Q1: 7,999 shares; 2025Q2: 7,272 shares; 2025Q3: not reported; 2025Q4: 7,993 shares 7,993 $433K 0.12% new Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,040 shares; 2024Q4: 625 shares; 2025Q1: 1,081 shares; 2025Q2: 667 shares; 2025Q3: 743 shares; 2025Q4: 743 shares 743 $426K 0.12% 0 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,932 shares; 2024Q4: not reported; 2025Q1: 1,932 shares; 2025Q2: not reported; 2025Q3: 1,932 shares; 2025Q4: 1,932 shares 1,932 $425K 0.12% 0 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,333 shares; 2024Q4: 6,143 shares; 2025Q1: 7,963 shares; 2025Q2: 7,490 shares; 2025Q3: 6,610 shares; 2025Q4: 7,915 shares 7,915 $421K 0.12% +1,305 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: 5,521 shares; 2024Q4: 4,554 shares; 2025Q1: 5,521 shares; 2025Q2: 5,521 shares; 2025Q3: 5,079 shares; 2025Q4: 5,079 shares 5,079 $418K 0.12% 0 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,488 shares; 2024Q4: 3,438 shares; 2025Q1: 3,466 shares; 2025Q2: 3,453 shares; 2025Q3: not reported; 2025Q4: 3,438 shares 3,438 $414K 0.12% 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: 3,008 shares; 2024Q4: 3,008 shares; 2025Q1: 3,269 shares; 2025Q2: 1,960 shares; 2025Q3: not reported; 2025Q4: 3,198 shares 3,198 $414K 0.12% new 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: not reported; 2024Q4: not reported; 2025Q1: 2,003 shares; 2025Q2: not reported; 2025Q3: 2,455 shares; 2025Q4: 2,856 shares 2,856 $410K 0.12% +401 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,653 shares; 2024Q4: 3,640 shares; 2025Q1: 10,735 shares; 2025Q2: 3,565 shares; 2025Q3: not reported; 2025Q4: 3,856 shares 3,856 $408K 0.12% new Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,924 shares; 2024Q4: 7,924 shares; 2025Q1: 8,317 shares; 2025Q2: 7,837 shares; 2025Q3: not reported; 2025Q4: 8,404 shares 8,404 $402K 0.12% new Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,897 shares; 2024Q4: 4,159 shares; 2025Q1: 4,485 shares; 2025Q2: 4,173 shares; 2025Q3: not reported; 2025Q4: 4,467 shares 4,467 $398K 0.11% new Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,263 shares; 2024Q4: 3,263 shares; 2025Q1: 3,554 shares; 2025Q2: 3,263 shares; 2025Q3: not reported; 2025Q4: 3,543 shares 3,543 $382K 0.11% new 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: 1,653 shares; 2024Q4: 1,623 shares; 2025Q1: 2,741 shares; 2025Q2: 1,623 shares; 2025Q3: not reported; 2025Q4: 1,728 shares 1,728 $380K 0.11% new Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 958 shares; 2024Q4: not reported; 2025Q1: 1,197 shares; 2025Q2: 848 shares; 2025Q3: 958 shares; 2025Q4: 958 shares 958 $380K 0.11% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,696 shares 2,696 $369K 0.11% new Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,418 shares; 2025Q2: not reported; 2025Q3: 3,189 shares; 2025Q4: 3,938 shares 3,938 $367K 0.11% +749 Timeline JNK 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: 3,235 shares; 2024Q4: 3,289 shares; 2025Q1: 4,093 shares; 2025Q2: 3,281 shares; 2025Q3: not reported; 2025Q4: 3,838 shares 3,838 $366K 0.1% new Timeline WEAV WEAVE COMMUNICATIONS INC More: the full row for WEAVE COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 47,812 shares; 2025Q4: 47,812 shares 47,812 $363K 0.1% 0 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,099 shares; 2024Q4: 1,099 shares; 2025Q1: 1,199 shares; 2025Q2: 1,099 shares; 2025Q3: not reported; 2025Q4: 1,199 shares 1,199 $360K 0.1% new Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,398 shares; 2024Q4: 10,398 shares; 2025Q1: 10,398 shares; 2025Q2: 10,398 shares; 2025Q3: not reported; 2025Q4: 10,398 shares 10,398 $357K 0.1% new 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: 5,516 shares; 2024Q4: not reported; 2025Q1: 5,354 shares; 2025Q2: not reported; 2025Q3: 6,217 shares; 2025Q4: 6,217 shares 6,217 $353K 0.1% 0 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,963 shares; 2024Q4: 3,963 shares; 2025Q1: 4,308 shares; 2025Q2: 3,963 shares; 2025Q3: not reported; 2025Q4: 4,308 shares 4,308 $353K 0.1% new Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,195 shares; 2024Q4: 2,210 shares; 2025Q1: 2,419 shares; 2025Q2: 2,452 shares; 2025Q3: not reported; 2025Q4: 2,156 shares 2,156 $349K 0.1% new Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 936 shares; 2024Q4: not reported; 2025Q1: 1,040 shares; 2025Q2: not reported; 2025Q3: 967 shares; 2025Q4: 942 shares 942 $348K 0.1% -25 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: 1,742 shares; 2024Q4: 1,752 shares; 2025Q1: 1,778 shares; 2025Q2: 1,846 shares; 2025Q3: not reported; 2025Q4: 1,708 shares 1,708 $338K 0.1% new Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,145 shares; 2024Q4: 1,068 shares; 2025Q1: 1,094 shares; 2025Q2: 1,176 shares; 2025Q3: not reported; 2025Q4: 979 shares 979 $336K 0.1% new Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,220 shares; 2024Q4: 3,238 shares; 2025Q1: 3,258 shares; 2025Q2: 3,693 shares; 2025Q3: 3,312 shares; 2025Q4: 3,338 shares 3,338 $331K 0.09% +26 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,609 shares; 2024Q4: 3,609 shares; 2025Q1: 3,899 shares; 2025Q2: 3,609 shares; 2025Q3: not reported; 2025Q4: 3,899 shares 3,899 $329K 0.09% new 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: 662 shares; 2024Q4: 662 shares; 2025Q1: 735 shares; 2025Q2: 662 shares; 2025Q3: not reported; 2025Q4: 735 shares 735 $327K 0.09% new Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,282 shares; 2024Q4: 1,282 shares; 2025Q1: 1,472 shares; 2025Q2: 1,282 shares; 2025Q3: not reported; 2025Q4: 1,472 shares 1,472 $325K 0.09% new Timeline SPXE PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,547 shares; 2024Q4: not reported; 2025Q1: 4,674 shares; 2025Q2: not reported; 2025Q3: 4,498 shares; 2025Q4: 4,391 shares 4,391 $324K 0.09% -107 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,430 shares; 2024Q4: 2,375 shares; 2025Q1: 2,050 shares; 2025Q2: 2,050 shares; 2025Q3: not reported; 2025Q4: 2,310 shares 2,310 $324K 0.09% new Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,746 shares; 2024Q4: not reported; 2025Q1: 1,749 shares; 2025Q2: not reported; 2025Q3: 1,571 shares; 2025Q4: 1,697 shares 1,697 $320K 0.09% +126 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,803 shares; 2024Q4: not reported; 2025Q1: 4,665 shares; 2025Q2: 4,665 shares; 2025Q3: 4,665 shares; 2025Q4: 4,665 shares 4,665 $319K 0.09% 0 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 686 shares; 2025Q2: not reported; 2025Q3: 680 shares; 2025Q4: 680 shares 680 $319K 0.09% 0 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 354 shares; 2025Q2: not reported; 2025Q3: 339 shares; 2025Q4: 3,390 shares 3,390 $318K 0.09% +3,051 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,938 shares 1,938 $312K 0.09% new Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,924 shares; 2024Q4: not reported; 2025Q1: 2,880 shares; 2025Q2: not reported; 2025Q3: 2,180 shares; 2025Q4: 2,211 shares 2,211 $312K 0.09% +31 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: 7,757 shares; 2024Q4: 7,757 shares; 2025Q1: 7,781 shares; 2025Q2: 7,808 shares; 2025Q3: not reported; 2025Q4: 7,757 shares 7,757 $310K 0.09% new Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,294 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,310 shares 1,310 $294K 0.08% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,348 shares; 2025Q4: 1,348 shares 1,348 $284K 0.08% 0 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,355 shares; 2024Q4: 2,355 shares; 2025Q1: 2,490 shares; 2025Q2: 2,275 shares; 2025Q3: not reported; 2025Q4: 2,570 shares 2,570 $281K 0.08% new Timeline ONON ON HLDG AG More: the full row for ON HLDG AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,600 shares; 2024Q4: 4,575 shares; 2025Q1: 5,450 shares; 2025Q2: 5,750 shares; 2025Q3: 6,125 shares; 2025Q4: 5,825 shares 5,825 $271K 0.08% -300 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 655 shares; 2024Q4: not reported; 2025Q1: 671 shares; 2025Q2: not reported; 2025Q3: 504 shares; 2025Q4: 632 shares 632 $268K 0.08% +128 Timeline IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,365 shares; 2025Q4: 5,855 shares 5,855 $263K 0.08% +1,490 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,749 shares; 2024Q4: not reported; 2025Q1: 1,802 shares; 2025Q2: not reported; 2025Q3: 1,495 shares; 2025Q4: 1,763 shares 1,763 $262K 0.08% +268 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,432 shares; 2024Q4: 10,212 shares; 2025Q1: 10,737 shares; 2025Q2: 10,212 shares; 2025Q3: not reported; 2025Q4: 10,737 shares 10,737 $253K 0.07% new 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: 783 shares; 2024Q4: not reported; 2025Q1: 782 shares; 2025Q2: not reported; 2025Q3: 782 shares; 2025Q4: 738 shares 738 $247K 0.07% -44 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 840 shares; 2024Q4: not reported; 2025Q1: 843 shares; 2025Q2: 650 shares; 2025Q3: 1,098 shares; 2025Q4: 948 shares 948 $244K 0.07% -150 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: 2,535 shares; 2024Q4: not reported; 2025Q1: 2,485 shares; 2025Q2: not reported; 2025Q3: 2,504 shares; 2025Q4: 2,504 shares 2,504 $243K 0.07% 0 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 699 shares; 2024Q4: 699 shares; 2025Q1: not reported; 2025Q2: 699 shares; 2025Q3: not reported; 2025Q4: 759 shares 759 $240K 0.07% new Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,910 shares; 2024Q4: 3,910 shares; 2025Q1: 4,100 shares; 2025Q2: 3,860 shares; 2025Q3: not reported; 2025Q4: 4,150 shares 4,150 $238K 0.07% new Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,605 shares; 2024Q4: 1,590 shares; 2025Q1: 1,705 shares; 2025Q2: 1,550 shares; 2025Q3: not reported; 2025Q4: 1,705 shares 1,705 $238K 0.07% new Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,533 shares; 2025Q4: 3,533 shares 3,533 $237K 0.07% 0 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,116 shares; 2024Q4: 2,064 shares; 2025Q1: 2,127 shares; 2025Q2: 2,266 shares; 2025Q3: not reported; 2025Q4: 1,891 shares 1,891 $236K 0.07% new Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,687 shares; 2024Q4: 3,687 shares; 2025Q1: 3,687 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,687 shares 3,687 $235K 0.07% new Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,101 shares; 2024Q4: 4,101 shares; 2025Q1: 4,351 shares; 2025Q2: 4,101 shares; 2025Q3: not reported; 2025Q4: 4,351 shares 4,351 $234K 0.07% new Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,434 shares; 2024Q4: 1,434 shares; 2025Q1: 1,434 shares; 2025Q2: 1,434 shares; 2025Q3: not reported; 2025Q4: 1,434 shares 1,434 $234K 0.07% new 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: not reported; 2024Q4: 1,665 shares; 2025Q1: 1,905 shares; 2025Q2: 1,665 shares; 2025Q3: not reported; 2025Q4: 1,905 shares 1,905 $230K 0.07% new Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 804 shares 804 $229K 0.07% new 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: 856 shares; 2024Q4: 436 shares; 2025Q1: 496 shares; 2025Q2: 436 shares; 2025Q3: not reported; 2025Q4: 487 shares 487 $229K 0.07% new Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 867 shares; 2024Q4: not reported; 2025Q1: 868 shares; 2025Q2: not reported; 2025Q3: 790 shares; 2025Q4: 790 shares 790 $227K 0.07% 0 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 105 shares 105 $226K 0.06% new Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,937 shares; 2024Q4: 4,981 shares; 2025Q1: 5,158 shares; 2025Q2: 5,334 shares; 2025Q3: not reported; 2025Q4: 4,564 shares 4,564 $224K 0.06% new Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,207 shares; 2024Q4: 5,207 shares; 2025Q1: 5,596 shares; 2025Q2: 5,207 shares; 2025Q3: not reported; 2025Q4: 5,596 shares 5,596 $223K 0.06% new Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 644 shares; 2025Q4: 644 shares 644 $221K 0.06% 0 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,521 shares; 2024Q4: 1,521 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,308 shares 1,308 $221K 0.06% new Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 959 shares; 2024Q4: 959 shares; 2025Q1: 958 shares; 2025Q2: 958 shares; 2025Q3: not reported; 2025Q4: 929 shares 929 $216K 0.06% new Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,944 shares; 2025Q2: 2,734 shares; 2025Q3: not reported; 2025Q4: 2,944 shares 2,944 $215K 0.06% new Timeline BIP BROOKFIELD INFRASTRUCTURE PA More: the full row for BROOKFIELD INFRASTRUCTURE PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,269 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,269 shares; 2025Q3: not reported; 2025Q4: 6,711 shares 6,711 $213K 0.06% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,879 shares; 2025Q4: 2,894 shares 2,894 $213K 0.06% +15 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,294 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,424 shares 2,424 $213K 0.06% new Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,663 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,663 shares 9,663 $212K 0.06% new 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: 2,620 shares; 2024Q4: not reported; 2025Q1: 2,959 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,945 shares 2,945 $211K 0.06% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,716 shares 2,716 $209K 0.06% new Timeline SOUN SOUNDHOUND AI INC More: the full row for SOUNDHOUND AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,614 shares 20,614 $206K 0.06% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 731 shares; 2025Q4: 1,392 shares 1,392 $200K 0.06% +661 Timeline LAR LITHIUM ARGENTINA AG More: the full row for LITHIUM ARGENTINA AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 27,476 shares; 2025Q4: 28,197 shares 28,197 $157K 0.05% +721 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,856 shares; 2024Q4: 13,160 shares; 2025Q1: 14,016 shares; 2025Q2: 13,160 shares; 2025Q3: not reported; 2025Q4: 14,016 shares 14,016 $139K 0.04% new Timeline LAC LITHIUM AMERS CORP NEW More: the full row for LITHIUM AMERS CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,644 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 27,605 shares; 2025Q4: 28,391 shares 28,391 $124K 0.04% +786 Timeline PRPL PURPLE INNOVATION INC More: the full row for PURPLE INNOVATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares 10,000 $6.91K <0.01% 0 Timeline