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: 133,336 shares; 2024Q4: 127,286 shares; 2025Q1: 124,522 shares; 2025Q2: 105,176 shares; 2025Q3: 93,960 shares; 2025Q4: 94,130 shares 94,130 $32.6M 5.36% +170 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: 51,120 shares; 2024Q4: 51,046 shares; 2025Q1: 51,162 shares; 2025Q2: 52,029 shares; 2025Q3: 50,976 shares; 2025Q4: 55,086 shares 55,086 $26.6M 4.38% +4,110 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: 83,788 shares; 2024Q4: 82,137 shares; 2025Q1: 82,071 shares; 2025Q2: 82,326 shares; 2025Q3: 82,197 shares; 2025Q4: 84,008 shares 84,008 $26.3M 4.32% +1,811 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: 71,330 shares; 2024Q4: 70,313 shares; 2025Q1: 65,921 shares; 2025Q2: 66,448 shares; 2025Q3: 66,652 shares; 2025Q4: 70,620 shares 70,620 $22.8M 3.74% +3,968 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: 15,929 shares; 2024Q4: 15,818 shares; 2025Q1: 14,795 shares; 2025Q2: 15,316 shares; 2025Q3: 18,527 shares; 2025Q4: 20,012 shares 20,012 $21.5M 3.54% +1,485 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: 170,465 shares; 2024Q4: 172,297 shares; 2025Q1: 181,457 shares; 2025Q2: 183,454 shares; 2025Q3: 194,753 shares; 2025Q4: 212,143 shares 212,143 $16.3M 2.69% +17,390 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: 62,281 shares; 2024Q4: 58,582 shares; 2025Q1: 57,269 shares; 2025Q2: 57,206 shares; 2025Q3: 56,750 shares; 2025Q4: 58,014 shares 58,014 $15.8M 2.59% +1,264 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: 57,484 shares; 2024Q4: 57,606 shares; 2025Q1: 58,180 shares; 2025Q2: 60,620 shares; 2025Q3: 61,909 shares; 2025Q4: 71,221 shares 71,221 $14.7M 2.42% +9,312 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: 44,768 shares; 2024Q4: 43,946 shares; 2025Q1: 38,470 shares; 2025Q2: 37,279 shares; 2025Q3: 38,121 shares; 2025Q4: 40,302 shares 40,302 $14.2M 2.34% +2,181 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: 24,701 shares; 2024Q4: 24,755 shares; 2025Q1: 25,076 shares; 2025Q2: 25,428 shares; 2025Q3: 25,137 shares; 2025Q4: 28,782 shares 28,782 $13.9M 2.29% +3,645 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: 88,589 shares; 2024Q4: 88,371 shares; 2025Q1: 90,014 shares; 2025Q2: 91,622 shares; 2025Q3: 92,169 shares; 2025Q4: 103,970 shares 103,970 $13.8M 2.27% +11,801 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: 18,675 shares; 2024Q4: 18,803 shares; 2025Q1: 20,329 shares; 2025Q2: 20,636 shares; 2025Q3: 21,237 shares; 2025Q4: 23,688 shares 23,688 $11.9M 1.96% +2,451 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: 95,150 shares; 2024Q4: 93,282 shares; 2025Q1: 95,100 shares; 2025Q2: 94,908 shares; 2025Q3: 96,783 shares; 2025Q4: 99,444 shares 99,444 $11.1M 1.82% +2,661 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 285,426 shares; 2025Q1: 305,692 shares; 2025Q2: 316,063 shares; 2025Q3: 321,787 shares; 2025Q4: 361,644 shares 361,644 $9.94M 1.63% +39,857 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,538 shares; 2024Q4: 46,498 shares; 2025Q1: 46,544 shares; 2025Q2: 51,378 shares; 2025Q3: 52,603 shares; 2025Q4: 63,520 shares 63,520 $9.68M 1.59% +10,917 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: 23,208 shares; 2024Q4: 23,282 shares; 2025Q1: 23,828 shares; 2025Q2: 24,242 shares; 2025Q3: 24,367 shares; 2025Q4: 27,521 shares 27,521 $9.27M 1.52% +3,154 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: 75,713 shares; 2024Q4: 75,170 shares; 2025Q1: 90,469 shares; 2025Q2: 93,178 shares; 2025Q3: 93,857 shares; 2025Q4: 95,302 shares 95,302 $8.34M 1.37% +1,445 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: 42,165 shares; 2024Q4: 42,381 shares; 2025Q1: 39,646 shares; 2025Q2: 39,930 shares; 2025Q3: 43,955 shares; 2025Q4: 50,870 shares 50,870 $8.24M 1.35% +6,915 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: 11,429 shares; 2024Q4: 10,818 shares; 2025Q1: 9,842 shares; 2025Q2: 9,444 shares; 2025Q3: 9,891 shares; 2025Q4: 11,731 shares 11,731 $8.04M 1.32% +1,840 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,147 shares; 2024Q4: 19,175 shares; 2025Q1: 19,085 shares; 2025Q2: 19,151 shares; 2025Q3: 19,337 shares; 2025Q4: 22,512 shares 22,512 $7.94M 1.31% +3,175 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,672 shares; 2024Q4: 30,302 shares; 2025Q1: 29,263 shares; 2025Q2: 29,933 shares; 2025Q3: 28,776 shares; 2025Q4: 29,603 shares 29,603 $7.66M 1.26% +827 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: 36,720 shares; 2024Q4: 37,199 shares; 2025Q1: 37,250 shares; 2025Q2: 37,872 shares; 2025Q3: 42,337 shares; 2025Q4: 47,185 shares 47,185 $7.57M 1.24% +4,848 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: 50,914 shares; 2024Q4: 51,115 shares; 2025Q1: 50,995 shares; 2025Q2: 52,839 shares; 2025Q3: 54,907 shares; 2025Q4: 65,575 shares 65,575 $7.46M 1.23% +10,668 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: 12,218 shares; 2024Q4: 14,836 shares; 2025Q1: 12,098 shares; 2025Q2: 12,312 shares; 2025Q3: 10,923 shares; 2025Q4: 10,849 shares 10,849 $7.4M 1.22% -74 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: 12,991 shares; 2024Q4: 12,653 shares; 2025Q1: 12,292 shares; 2025Q2: 12,861 shares; 2025Q3: 12,292 shares; 2025Q4: 11,999 shares 11,999 $7.37M 1.21% -293 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: 51,902 shares; 2024Q4: 52,307 shares; 2025Q1: 53,160 shares; 2025Q2: 50,832 shares; 2025Q3: 34,870 shares; 2025Q4: 38,518 shares 38,518 $7.18M 1.18% +3,648 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,799 shares; 2024Q4: 100,942 shares; 2025Q1: 96,351 shares; 2025Q2: 98,520 shares; 2025Q3: 100,336 shares; 2025Q4: 118,357 shares 118,357 $7.15M 1.17% +18,021 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,114 shares; 2024Q4: 34,068 shares; 2025Q1: 32,423 shares; 2025Q2: 32,471 shares; 2025Q3: 32,624 shares; 2025Q4: 35,975 shares 35,975 $7.02M 1.15% +3,351 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: 21,166 shares; 2024Q4: 21,141 shares; 2025Q1: 19,512 shares; 2025Q2: 19,826 shares; 2025Q3: 20,123 shares; 2025Q4: 20,806 shares 20,806 $6.63M 1.09% +683 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: 83,007 shares; 2024Q4: 81,772 shares; 2025Q1: 82,736 shares; 2025Q2: 81,276 shares; 2025Q3: 81,970 shares; 2025Q4: 100,223 shares 100,223 $6.39M 1.05% +18,253 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,971 shares; 2024Q4: 26,273 shares; 2025Q1: 26,140 shares; 2025Q2: 26,636 shares; 2025Q3: 27,063 shares; 2025Q4: 28,786 shares 28,786 $6.32M 1.04% +1,723 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,561 shares; 2024Q4: 32,708 shares; 2025Q1: 32,961 shares; 2025Q2: 33,021 shares; 2025Q3: 33,144 shares; 2025Q4: 35,139 shares 35,139 $6.1M 1% +1,995 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: 15,956 shares; 2024Q4: 15,895 shares; 2025Q1: 16,042 shares; 2025Q2: 16,210 shares; 2025Q3: 16,353 shares; 2025Q4: 16,918 shares 16,918 $5.82M 0.96% +565 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,725 shares; 2024Q4: 20,992 shares; 2025Q1: 20,748 shares; 2025Q2: 28,220 shares; 2025Q3: 28,415 shares; 2025Q4: 29,026 shares 29,026 $5.75M 0.94% +611 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: 16,575 shares; 2024Q4: 16,402 shares; 2025Q1: 14,660 shares; 2025Q2: 16,359 shares; 2025Q3: 7,141 shares; 2025Q4: 8,168 shares 8,168 $5.39M 0.89% +1,027 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: 54,888 shares; 2024Q4: 54,866 shares; 2025Q1: 86,943 shares; 2025Q2: 88,548 shares; 2025Q3: 89,788 shares; 2025Q4: 93,141 shares 93,141 $5.37M 0.88% +3,353 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: 1,898 shares; 2024Q4: 1,997 shares; 2025Q1: 2,067 shares; 2025Q2: 2,074 shares; 2025Q3: 2,099 shares; 2025Q4: 2,602 shares 2,602 $5.24M 0.86% +503 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: 34,791 shares; 2024Q4: 35,181 shares; 2025Q1: 36,065 shares; 2025Q2: 40,891 shares; 2025Q3: 41,386 shares; 2025Q4: 44,579 shares 44,579 $5.23M 0.86% +3,193 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,435 shares; 2024Q4: 36,849 shares; 2025Q1: 31,445 shares; 2025Q2: 25,887 shares; 2025Q3: 24,083 shares; 2025Q4: 24,559 shares 24,559 $4.7M 0.77% +476 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: 17,641 shares; 2024Q4: 17,112 shares; 2025Q1: 17,786 shares; 2025Q2: 18,481 shares; 2025Q3: 18,152 shares; 2025Q4: 20,084 shares 20,084 $4.64M 0.76% +1,932 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,295 shares; 2025Q1: 17,463 shares; 2025Q2: 18,121 shares; 2025Q3: 18,322 shares; 2025Q4: 18,631 shares 18,631 $4.36M 0.72% +309 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: 36,005 shares; 2024Q4: 34,113 shares; 2025Q1: 32,526 shares; 2025Q2: 33,321 shares; 2025Q3: 32,768 shares; 2025Q4: 36,444 shares 36,444 $3.84M 0.63% +3,676 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: 12,267 shares; 2024Q4: 12,258 shares; 2025Q1: 12,395 shares; 2025Q2: 12,734 shares; 2025Q3: 12,411 shares; 2025Q4: 14,152 shares 14,152 $3.8M 0.62% +1,741 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,547 shares; 2024Q4: 31,872 shares; 2025Q1: 38,956 shares; 2025Q2: 40,378 shares; 2025Q3: 41,443 shares; 2025Q4: 47,843 shares 47,843 $3.7M 0.61% +6,400 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: 16,371 shares; 2024Q4: 15,774 shares; 2025Q1: 15,203 shares; 2025Q2: 16,116 shares; 2025Q3: 16,148 shares; 2025Q4: 34,396 shares 34,396 $3.3M 0.54% +18,248 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,708 shares; 2024Q4: 65,948 shares; 2025Q1: 68,097 shares; 2025Q2: 13,264 shares; 2025Q3: 52,160 shares; 2025Q4: 69,879 shares 69,879 $3.25M 0.53% +17,719 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,289 shares; 2024Q4: 16,103 shares; 2025Q1: 21,866 shares; 2025Q2: 19,755 shares; 2025Q3: 38,531 shares; 2025Q4: 48,378 shares 48,378 $3.25M 0.53% +9,847 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,913 shares; 2024Q4: 22,585 shares; 2025Q1: 35,765 shares; 2025Q2: 35,135 shares; 2025Q3: 18,267 shares; 2025Q4: 18,252 shares 18,252 $3.24M 0.53% -15 Timeline FIW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,974 shares; 2024Q4: 25,770 shares; 2025Q1: 27,487 shares; 2025Q2: 27,824 shares; 2025Q3: 27,623 shares; 2025Q4: 27,919 shares 27,919 $3.03M 0.5% +296 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: 24,101 shares; 2025Q3: 23,433 shares; 2025Q4: 24,352 shares 24,352 $3.02M 0.5% +919 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,887 shares; 2024Q4: 16,050 shares; 2025Q1: 20,512 shares; 2025Q2: 18,981 shares; 2025Q3: 31,828 shares; 2025Q4: 33,191 shares 33,191 $2.97M 0.49% +1,363 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: 4,302 shares; 2024Q4: 4,266 shares; 2025Q1: 3,980 shares; 2025Q2: 4,209 shares; 2025Q3: 3,217 shares; 2025Q4: 3,417 shares 3,417 $2.95M 0.48% +200 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: 7,140 shares; 2024Q4: 7,261 shares; 2025Q1: 7,478 shares; 2025Q2: 7,763 shares; 2025Q3: 7,858 shares; 2025Q4: 7,941 shares 7,941 $2.79M 0.46% +83 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: 9,089 shares; 2024Q4: 9,116 shares; 2025Q1: 9,298 shares; 2025Q2: 9,684 shares; 2025Q3: 9,914 shares; 2025Q4: 10,578 shares 10,578 $2.61M 0.43% +664 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: 9,056 shares; 2024Q4: 9,784 shares; 2025Q1: 10,060 shares; 2025Q2: 8,603 shares; 2025Q3: 8,157 shares; 2025Q4: 16,893 shares 16,893 $2.43M 0.4% +8,736 Timeline SHV 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: 17,348 shares; 2024Q4: 21,232 shares; 2025Q1: 27,890 shares; 2025Q2: 30,505 shares; 2025Q3: 20,749 shares; 2025Q4: 21,422 shares 21,422 $2.36M 0.39% +673 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,254 shares; 2024Q4: 3,236 shares; 2025Q1: 4,483 shares; 2025Q2: 4,511 shares; 2025Q3: 3,460 shares; 2025Q4: 3,619 shares 3,619 $2.05M 0.34% +159 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: 6,322 shares; 2024Q4: 6,208 shares; 2025Q1: 6,227 shares; 2025Q2: 6,227 shares; 2025Q3: 5,391 shares; 2025Q4: 6,522 shares 6,522 $2.05M 0.34% +1,131 Timeline PAVE 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: 39,661 shares; 2024Q4: 41,694 shares; 2025Q1: 42,864 shares; 2025Q2: 44,232 shares; 2025Q3: 42,207 shares; 2025Q4: 42,503 shares 42,503 $2.03M 0.33% +296 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,784 shares; 2024Q4: 11,832 shares; 2025Q1: 11,795 shares; 2025Q2: 13,059 shares; 2025Q3: 12,900 shares; 2025Q4: 12,642 shares 12,642 $2.01M 0.33% -258 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,372 shares; 2024Q4: 9,184 shares; 2025Q1: 10,236 shares; 2025Q2: 10,253 shares; 2025Q3: 17,013 shares; 2025Q4: 18,225 shares 18,225 $2.01M 0.33% +1,212 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 358 shares; 2024Q4: 356 shares; 2025Q1: 369 shares; 2025Q2: 375 shares; 2025Q3: 366 shares; 2025Q4: 373 shares 373 $2M 0.33% +7 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: 2,130 shares; 2024Q4: 1,997 shares; 2025Q1: 1,997 shares; 2025Q2: 4,547 shares; 2025Q3: 4,939 shares; 2025Q4: 4,980 shares 4,980 $1.97M 0.32% +41 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,240 shares; 2024Q4: 16,597 shares; 2025Q1: 24,238 shares; 2025Q2: 24,279 shares; 2025Q3: 23,835 shares; 2025Q4: 24,163 shares 24,163 $1.92M 0.32% +328 Timeline IFRA 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: 31,839 shares; 2024Q4: 31,361 shares; 2025Q1: 33,497 shares; 2025Q2: 33,754 shares; 2025Q3: 34,535 shares; 2025Q4: 36,431 shares 36,431 $1.92M 0.32% +1,896 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: 20,240 shares; 2024Q4: 19,426 shares; 2025Q1: 19,825 shares; 2025Q2: 19,716 shares; 2025Q3: 19,483 shares; 2025Q4: 20,010 shares 20,010 $1.91M 0.31% +527 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: 18,758 shares; 2024Q4: 17,942 shares; 2025Q1: 18,688 shares; 2025Q2: 18,790 shares; 2025Q3: 18,637 shares; 2025Q4: 19,348 shares 19,348 $1.82M 0.3% +711 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,698 shares; 2024Q4: 26,238 shares; 2025Q1: 24,407 shares; 2025Q2: 24,292 shares; 2025Q3: 17,729 shares; 2025Q4: 19,636 shares 19,636 $1.82M 0.3% +1,907 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: 17,784 shares; 2024Q4: 24,140 shares; 2025Q1: 18,657 shares; 2025Q2: 18,110 shares; 2025Q3: 18,345 shares; 2025Q4: 38,365 shares 38,365 $1.72M 0.28% +20,020 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,851 shares; 2024Q4: 21,087 shares; 2025Q1: 21,869 shares; 2025Q2: 10,787 shares; 2025Q3: 16,231 shares; 2025Q4: 16,006 shares 16,006 $1.52M 0.25% -225 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,709 shares; 2024Q4: 2,614 shares; 2025Q1: 2,843 shares; 2025Q2: 2,942 shares; 2025Q3: 2,993 shares; 2025Q4: 3,191 shares 3,191 $1.45M 0.24% +198 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,342 shares; 2025Q3: 15,092 shares; 2025Q4: 15,423 shares 15,423 $1.41M 0.23% +331 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY 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: 17,147 shares; 2025Q4: 18,046 shares 18,046 $1.39M 0.23% +899 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,499 shares; 2024Q4: 6,492 shares; 2025Q1: 6,780 shares; 2025Q2: 6,341 shares; 2025Q3: 6,474 shares; 2025Q4: 9,464 shares 9,464 $1.36M 0.22% +2,990 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,528 shares; 2024Q4: 4,507 shares; 2025Q1: 4,511 shares; 2025Q2: 4,373 shares; 2025Q3: 4,341 shares; 2025Q4: 4,391 shares 4,391 $1.35M 0.22% +50 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: 1,730 shares; 2024Q4: 1,740 shares; 2025Q1: 1,667 shares; 2025Q2: 1,631 shares; 2025Q3: 3,814 shares; 2025Q4: 3,866 shares 3,866 $1.31M 0.21% +52 Timeline XAR 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: 5,248 shares; 2024Q4: 5,499 shares; 2025Q1: 5,554 shares; 2025Q2: 5,631 shares; 2025Q3: 5,355 shares; 2025Q4: 5,312 shares 5,312 $1.28M 0.21% -43 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,355 shares; 2024Q4: 1,352 shares; 2025Q1: 1,345 shares; 2025Q2: 1,306 shares; 2025Q3: 1,427 shares; 2025Q4: 1,432 shares 1,432 $1.26M 0.21% +5 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: not reported; 2024Q4: not reported; 2025Q1: 6,385 shares; 2025Q2: 6,380 shares; 2025Q3: 6,725 shares; 2025Q4: 6,788 shares 6,788 $1.24M 0.2% +63 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: not reported; 2024Q4: not reported; 2025Q1: 9,558 shares; 2025Q2: 9,292 shares; 2025Q3: 9,215 shares; 2025Q4: 9,091 shares 9,091 $1.16M 0.19% -124 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,016 shares; 2024Q4: 1,125 shares; 2025Q1: 1,076 shares; 2025Q2: 640 shares; 2025Q3: 1,808 shares; 2025Q4: 1,775 shares 1,775 $1.16M 0.19% -33 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,969 shares; 2024Q4: 24,377 shares; 2025Q1: 25,114 shares; 2025Q2: 25,288 shares; 2025Q3: 24,053 shares; 2025Q4: 24,161 shares 24,161 $1.14M 0.19% +108 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: 3,399 shares; 2024Q4: 3,312 shares; 2025Q1: 3,260 shares; 2025Q2: 3,268 shares; 2025Q3: 3,242 shares; 2025Q4: 3,664 shares 3,664 $1.12M 0.18% +422 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,961 shares; 2024Q4: 7,549 shares; 2025Q1: 7,447 shares; 2025Q2: 7,622 shares; 2025Q3: 7,473 shares; 2025Q4: 7,366 shares 7,366 $1.1M 0.18% -107 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: 8,744 shares; 2024Q4: 8,720 shares; 2025Q1: 6,164 shares; 2025Q2: 6,943 shares; 2025Q3: 8,049 shares; 2025Q4: 7,808 shares 7,808 $1.06M 0.17% -241 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: 533 shares; 2024Q4: 533 shares; 2025Q1: 1,313 shares; 2025Q2: 1,459 shares; 2025Q3: 1,274 shares; 2025Q4: 11,131 shares 11,131 $1.04M 0.17% +9,857 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: not reported; 2024Q4: not reported; 2025Q1: 2,852 shares; 2025Q2: 3,189 shares; 2025Q3: 3,315 shares; 2025Q4: 3,473 shares 3,473 $1.03M 0.17% +158 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,176 shares; 2025Q2: 8,937 shares; 2025Q3: 8,934 shares; 2025Q4: 8,773 shares 8,773 $1.02M 0.17% -161 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,935 shares; 2025Q4: 4,941 shares 4,941 $1.02M 0.17% +6 Timeline VT 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: 6,674 shares; 2024Q4: 7,056 shares; 2025Q1: 7,108 shares; 2025Q2: 7,586 shares; 2025Q3: 7,140 shares; 2025Q4: 7,156 shares 7,156 $1.01M 0.17% +16 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE 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: 5,065 shares; 2025Q2: 4,916 shares; 2025Q3: 4,913 shares; 2025Q4: 4,919 shares 4,919 $1.01M 0.17% +6 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: 2,962 shares; 2024Q4: 2,977 shares; 2025Q1: 3,013 shares; 2025Q2: 3,038 shares; 2025Q3: 3,028 shares; 2025Q4: 3,042 shares 3,042 $996K 0.16% +14 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18,094 shares; 2025Q2: 18,598 shares; 2025Q3: 17,811 shares; 2025Q4: 18,032 shares 18,032 $988K 0.16% +221 Timeline IDV 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: 23,620 shares; 2025Q3: 22,965 shares; 2025Q4: 24,555 shares 24,555 $969K 0.16% +1,590 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,921 shares; 2024Q4: 10,095 shares; 2025Q1: 10,113 shares; 2025Q2: 18,208 shares; 2025Q3: 18,208 shares; 2025Q4: 35,157 shares 35,157 $964K 0.16% +16,949 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,074 shares; 2025Q1: 3,663 shares; 2025Q2: 3,488 shares; 2025Q3: 3,441 shares; 2025Q4: 3,406 shares 3,406 $950K 0.16% -35 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: 892 shares; 2024Q4: 911 shares; 2025Q1: 1,286 shares; 2025Q2: 1,577 shares; 2025Q3: 1,689 shares; 2025Q4: 1,609 shares 1,609 $918K 0.15% -80 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: not reported; 2024Q4: not reported; 2025Q1: 4,890 shares; 2025Q2: 4,827 shares; 2025Q3: 4,995 shares; 2025Q4: 4,692 shares 4,692 $915K 0.15% -303 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,270 shares; 2024Q4: 7,085 shares; 2025Q1: 15,733 shares; 2025Q2: 15,862 shares; 2025Q3: 16,423 shares; 2025Q4: 17,203 shares 17,203 $910K 0.15% +780 Timeline TLH 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: 4,224 shares; 2025Q2: not reported; 2025Q3: 5,043 shares; 2025Q4: 8,904 shares 8,904 $905K 0.15% +3,861 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: 15,384 shares; 2024Q4: 15,349 shares; 2025Q1: 15,444 shares; 2025Q2: 15,027 shares; 2025Q3: 14,977 shares; 2025Q4: 14,988 shares 14,988 $901K 0.15% +11 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: 6,929 shares; 2024Q4: 6,889 shares; 2025Q1: 7,261 shares; 2025Q2: 7,555 shares; 2025Q3: 4,240 shares; 2025Q4: 4,372 shares 4,372 $888K 0.15% +132 Timeline TKO TKO GROUP HOLDINGS INC More: the full row for TKO GROUP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,893 shares; 2025Q4: 4,160 shares 4,160 $869K 0.14% +267 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,434 shares; 2025Q2: 5,321 shares; 2025Q3: 12,362 shares; 2025Q4: 12,239 shares 12,239 $858K 0.14% -123 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,842 shares; 2024Q4: 556 shares; 2025Q1: 1,075 shares; 2025Q2: 1,825 shares; 2025Q3: 1,648 shares; 2025Q4: 1,896 shares 1,896 $853K 0.14% +248 Timeline FOX FOX CORP More: the full row for FOX 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: 13,414 shares; 2025Q2: 13,017 shares; 2025Q3: 13,021 shares; 2025Q4: 12,906 shares 12,906 $838K 0.14% -115 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,187 shares; 2025Q2: 7,415 shares; 2025Q3: 7,016 shares; 2025Q4: 7,004 shares 7,004 $825K 0.14% -12 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: not reported; 2024Q4: 2,002 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,883 shares; 2025Q4: 6,571 shares 6,571 $810K 0.13% +4,688 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,429 shares; 2024Q4: 6,429 shares; 2025Q1: 5,797 shares; 2025Q2: 5,848 shares; 2025Q3: 5,700 shares; 2025Q4: 11,617 shares 11,617 $807K 0.13% +5,917 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ 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: 8,130 shares; 2025Q4: 8,068 shares 8,068 $784K 0.13% -62 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,030 shares; 2025Q2: 3,889 shares; 2025Q3: 11,426 shares; 2025Q4: 14,804 shares 14,804 $781K 0.13% +3,378 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE 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: 5,602 shares; 2025Q4: 5,546 shares 5,546 $776K 0.13% -56 Timeline CBRE CBRE GROUP INC More: the full row for CBRE 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: 4,928 shares; 2025Q4: 4,782 shares 4,782 $769K 0.13% -146 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: 1,232 shares; 2024Q4: 1,232 shares; 2025Q1: 1,232 shares; 2025Q2: 1,232 shares; 2025Q3: 1,232 shares; 2025Q4: 1,232 shares 1,232 $767K 0.13% 0 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,390 shares; 2025Q4: 6,401 shares 6,401 $767K 0.13% +11 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,148 shares; 2025Q4: 6,244 shares 6,244 $766K 0.13% +96 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,595 shares 12,595 $766K 0.13% new Timeline PWB 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: 7,048 shares; 2024Q4: 7,048 shares; 2025Q1: 7,048 shares; 2025Q2: 7,048 shares; 2025Q3: 5,847 shares; 2025Q4: 5,847 shares 5,847 $743K 0.12% 0 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: not reported; 2024Q4: not reported; 2025Q1: 8,257 shares; 2025Q2: 8,029 shares; 2025Q3: 8,041 shares; 2025Q4: 7,962 shares 7,962 $736K 0.12% -79 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,660 shares; 2025Q4: 5,380 shares 5,380 $735K 0.12% -280 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: 1,402 shares; 2024Q4: 1,180 shares; 2025Q1: 1,179 shares; 2025Q2: 1,179 shares; 2025Q3: 1,180 shares; 2025Q4: 1,167 shares 1,167 $732K 0.12% -13 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR 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: 2,831 shares; 2025Q4: 2,825 shares 2,825 $723K 0.12% -6 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: not reported; 2024Q4: not reported; 2025Q1: 30,385 shares; 2025Q2: 31,515 shares; 2025Q3: 30,377 shares; 2025Q4: 28,137 shares 28,137 $699K 0.11% -2,240 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: 2,105 shares; 2024Q4: 2,105 shares; 2025Q1: 2,134 shares; 2025Q2: 2,090 shares; 2025Q3: 2,077 shares; 2025Q4: 1,972 shares 1,972 $693K 0.11% -105 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,014 shares; 2025Q4: 3,010 shares 3,010 $686K 0.11% -4 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 371 shares; 2025Q1: 1,283 shares; 2025Q2: 1,260 shares; 2025Q3: 1,252 shares; 2025Q4: 1,204 shares 1,204 $684K 0.11% -48 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,302 shares; 2024Q4: 1,322 shares; 2025Q1: 1,322 shares; 2025Q2: 1,414 shares; 2025Q3: 1,414 shares; 2025Q4: 1,419 shares 1,419 $672K 0.11% +5 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,604 shares; 2025Q2: 16,119 shares; 2025Q3: 16,135 shares; 2025Q4: 15,979 shares 15,979 $667K 0.11% -156 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: 4,718 shares; 2024Q4: 4,642 shares; 2025Q1: 4,615 shares; 2025Q2: 4,881 shares; 2025Q3: 4,842 shares; 2025Q4: 4,556 shares 4,556 $653K 0.11% -286 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,389 shares; 2025Q4: 2,368 shares 2,368 $647K 0.11% -21 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,589 shares; 2025Q2: 3,447 shares; 2025Q3: 3,443 shares; 2025Q4: 3,480 shares 3,480 $646K 0.11% +37 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,963 shares; 2025Q4: 2,772 shares 2,772 $628K 0.1% -1,191 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,275 shares; 2025Q4: 9,165 shares 9,165 $614K 0.1% -110 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: 1,632 shares; 2024Q4: 1,604 shares; 2025Q1: 1,604 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,091 shares 3,091 $614K 0.1% new 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: 2,635 shares; 2024Q4: 2,619 shares; 2025Q1: 2,471 shares; 2025Q2: 2,586 shares; 2025Q3: 2,541 shares; 2025Q4: 2,379 shares 2,379 $612K 0.1% -162 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: 4,257 shares; 2024Q4: 4,007 shares; 2025Q1: 4,007 shares; 2025Q2: 4,007 shares; 2025Q3: 4,007 shares; 2025Q4: 5,002 shares 5,002 $602K 0.1% +995 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: 605 shares; 2025Q1: 574 shares; 2025Q2: 579 shares; 2025Q3: 559 shares; 2025Q4: 562 shares 562 $602K 0.1% +3 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: 1,658 shares; 2024Q4: 1,658 shares; 2025Q1: 3,642 shares; 2025Q2: 3,585 shares; 2025Q3: 1,590 shares; 2025Q4: 1,624 shares 1,624 $601K 0.1% +34 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,561 shares; 2025Q4: 4,201 shares 4,201 $599K 0.1% -360 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,236 shares; 2025Q4: 1,136 shares 1,136 $580K 0.1% -100 Timeline EFV 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: 8,073 shares 8,073 $576K 0.09% new Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,817 shares; 2024Q4: 3,810 shares; 2025Q1: 3,810 shares; 2025Q2: 3,379 shares; 2025Q3: 3,355 shares; 2025Q4: 2,809 shares 2,809 $561K 0.09% -546 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,637 shares 2,637 $559K 0.09% new 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: 1,011 shares; 2024Q4: 1,011 shares; 2025Q1: 1,011 shares; 2025Q2: 1,011 shares; 2025Q3: 1,011 shares; 2025Q4: 1,011 shares 1,011 $559K 0.09% 0 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,800 shares; 2024Q4: 2,805 shares; 2025Q1: 2,509 shares; 2025Q2: 2,513 shares; 2025Q3: 2,518 shares; 2025Q4: 2,524 shares 2,524 $548K 0.09% +6 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,639 shares; 2025Q3: 3,834 shares; 2025Q4: 6,686 shares 6,686 $543K 0.09% +2,852 Timeline FTC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,119 shares; 2024Q4: 4,119 shares; 2025Q1: 4,119 shares; 2025Q2: 4,119 shares; 2025Q3: 3,362 shares; 2025Q4: 3,362 shares 3,362 $538K 0.09% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,008 shares 5,008 $536K 0.09% new Timeline MTBA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,516 shares; 2025Q2: 4,554 shares; 2025Q3: 9,474 shares; 2025Q4: 10,377 shares 10,377 $523K 0.09% +903 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: 1,643 shares; 2024Q4: 1,538 shares; 2025Q1: 1,556 shares; 2025Q2: 1,846 shares; 2025Q3: 1,945 shares; 2025Q4: 2,276 shares 2,276 $520K 0.09% +331 Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,272 shares; 2025Q4: 1,981 shares 1,981 $506K 0.08% -291 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,341 shares; 2025Q4: 2,057 shares 2,057 $500K 0.08% -284 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,148 shares; 2025Q4: 7,957 shares 7,957 $497K 0.08% -1,191 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: 1,653 shares; 2024Q4: 1,668 shares; 2025Q1: 1,692 shares; 2025Q2: 1,682 shares; 2025Q3: 1,636 shares; 2025Q4: 1,773 shares 1,773 $481K 0.08% +137 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,669 shares; 2025Q4: 4,760 shares 4,760 $475K 0.08% +91 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: 3,262 shares; 2024Q4: 3,308 shares; 2025Q1: 3,601 shares; 2025Q2: 3,459 shares; 2025Q3: 3,431 shares; 2025Q4: 3,434 shares 3,434 $468K 0.08% +3 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: not reported; 2025Q4: 1,359 shares 1,359 $466K 0.08% 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: 5,340 shares; 2024Q4: 5,593 shares; 2025Q1: 5,634 shares; 2025Q2: 4,947 shares; 2025Q3: 5,170 shares; 2025Q4: 5,806 shares 5,806 $466K 0.08% +636 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,586 shares; 2024Q4: 1,611 shares; 2025Q1: 1,774 shares; 2025Q2: 1,818 shares; 2025Q3: 1,670 shares; 2025Q4: 1,584 shares 1,584 $465K 0.08% -86 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: 1,689 shares; 2024Q4: 1,694 shares; 2025Q1: 1,721 shares; 2025Q2: 1,847 shares; 2025Q3: 1,881 shares; 2025Q4: 1,892 shares 1,892 $456K 0.08% +11 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 773 shares; 2024Q4: 773 shares; 2025Q1: 749 shares; 2025Q2: 750 shares; 2025Q3: 758 shares; 2025Q4: 872 shares 872 $456K 0.07% +114 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: 9,392 shares; 2024Q4: 3,868 shares; 2025Q1: 3,515 shares; 2025Q2: 3,418 shares; 2025Q3: 3,335 shares; 2025Q4: 3,602 shares 3,602 $451K 0.07% +267 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,831 shares; 2024Q4: 13,652 shares; 2025Q1: 13,305 shares; 2025Q2: 13,590 shares; 2025Q3: 9,851 shares; 2025Q4: 9,765 shares 9,765 $450K 0.07% -86 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: 12,231 shares; 2024Q4: 12,203 shares; 2025Q1: not reported; 2025Q2: 4,498 shares; 2025Q3: 4,372 shares; 2025Q4: 4,790 shares 4,790 $446K 0.07% +418 Timeline IAGG 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: 5,490 shares; 2025Q4: 8,645 shares 8,645 $432K 0.07% +3,155 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,320 shares; 2024Q4: 1,324 shares; 2025Q1: 1,339 shares; 2025Q2: 1,378 shares; 2025Q3: 1,356 shares; 2025Q4: 1,363 shares 1,363 $426K 0.07% +7 Timeline NJR NEW JERSEY RES CORP More: the full row for NEW JERSEY RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,592 shares; 2024Q4: 8,737 shares; 2025Q1: 9,318 shares; 2025Q2: 9,130 shares; 2025Q3: 9,313 shares; 2025Q4: 9,211 shares 9,211 $425K 0.07% -102 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: 3,281 shares; 2024Q4: 3,222 shares; 2025Q1: 3,305 shares; 2025Q2: not reported; 2025Q3: 3,655 shares; 2025Q4: 4,406 shares 4,406 $424K 0.07% +751 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,676 shares; 2024Q4: 2,674 shares; 2025Q1: 2,513 shares; 2025Q2: 2,503 shares; 2025Q3: 2,486 shares; 2025Q4: 2,493 shares 2,493 $418K 0.07% +7 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: 6,459 shares; 2024Q4: 5,375 shares; 2025Q1: 3,246 shares; 2025Q2: 2,837 shares; 2025Q3: 3,067 shares; 2025Q4: 3,233 shares 3,233 $417K 0.07% +166 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,332 shares; 2024Q4: 19,383 shares; 2025Q1: 19,790 shares; 2025Q2: 20,826 shares; 2025Q3: 20,355 shares; 2025Q4: 2,997 shares 2,997 $417K 0.07% -17,358 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: 562 shares; 2024Q4: 599 shares; 2025Q1: 550 shares; 2025Q2: 492 shares; 2025Q3: 466 shares; 2025Q4: 474 shares 474 $417K 0.07% +8 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,049 shares; 2024Q4: 12,902 shares; 2025Q1: 10,693 shares; 2025Q2: 16,114 shares; 2025Q3: 5,006 shares; 2025Q4: 5,032 shares 5,032 $417K 0.07% +26 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,534 shares; 2025Q4: 4,527 shares 4,527 $414K 0.07% -2,007 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,348 shares; 2024Q4: 1,404 shares; 2025Q1: 1,426 shares; 2025Q2: 1,445 shares; 2025Q3: 1,400 shares; 2025Q4: 1,560 shares 1,560 $409K 0.07% +160 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,357 shares; 2025Q4: 1,275 shares 1,275 $401K 0.07% -82 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: 7,567 shares; 2024Q4: 7,570 shares; 2025Q1: 7,333 shares; 2025Q2: 7,116 shares; 2025Q3: 7,077 shares; 2025Q4: 7,298 shares 7,298 $401K 0.07% +221 Timeline MTUM 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: 1,041 shares; 2024Q4: 1,032 shares; 2025Q1: 1,032 shares; 2025Q2: 1,033 shares; 2025Q3: 995 shares; 2025Q4: 1,573 shares 1,573 $394K 0.06% +578 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: 4,923 shares; 2024Q4: 4,321 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,692 shares; 2025Q4: 1,370 shares 1,370 $391K 0.06% -322 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,764 shares; 2024Q4: 4,911 shares; 2025Q1: 4,608 shares; 2025Q2: 4,499 shares; 2025Q3: 3,540 shares; 2025Q4: 3,520 shares 3,520 $388K 0.06% -20 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: 1,426 shares; 2024Q4: 1,449 shares; 2025Q1: 1,523 shares; 2025Q2: 1,499 shares; 2025Q3: 1,478 shares; 2025Q4: 1,536 shares 1,536 $378K 0.06% +58 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: 1,699 shares; 2024Q4: 1,706 shares; 2025Q1: 1,615 shares; 2025Q2: 1,628 shares; 2025Q3: 1,622 shares; 2025Q4: 1,620 shares 1,620 $362K 0.06% -2 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: 3,692 shares; 2024Q4: 3,746 shares; 2025Q1: 3,419 shares; 2025Q2: 3,345 shares; 2025Q3: 3,390 shares; 2025Q4: 3,424 shares 3,424 $361K 0.06% +34 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,122 shares; 2024Q4: 5,224 shares; 2025Q1: 5,359 shares; 2025Q2: 5,262 shares; 2025Q3: 5,133 shares; 2025Q4: 5,117 shares 5,117 $358K 0.06% -16 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: 1,561 shares; 2024Q4: 1,561 shares; 2025Q1: 1,561 shares; 2025Q2: 1,561 shares; 2025Q3: 1,561 shares; 2025Q4: 1,561 shares 1,561 $357K 0.06% 0 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 576 shares; 2024Q4: 592 shares; 2025Q1: 575 shares; 2025Q2: 564 shares; 2025Q3: 350 shares; 2025Q4: 353 shares 353 $356K 0.06% +3 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: 3,122 shares; 2024Q4: 2,954 shares; 2025Q1: 3,316 shares; 2025Q2: 2,272 shares; 2025Q3: 2,730 shares; 2025Q4: 2,752 shares 2,752 $351K 0.06% +22 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 453 shares; 2025Q4: 623 shares 623 $350K 0.06% +170 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: 937 shares; 2024Q4: 957 shares; 2025Q1: 932 shares; 2025Q2: 461 shares; 2025Q3: 462 shares; 2025Q4: 462 shares 462 $348K 0.06% 0 Timeline QS QUANTUMSCAPE CORP More: the full row for QUANTUMSCAPE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,714 shares; 2024Q4: 25,725 shares; 2025Q1: 33,149 shares; 2025Q2: 31,257 shares; 2025Q3: 33,344 shares; 2025Q4: 33,160 shares 33,160 $346K 0.06% -184 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: 838 shares; 2024Q4: 811 shares; 2025Q1: 834 shares; 2025Q2: 910 shares; 2025Q3: 903 shares; 2025Q4: 810 shares 810 $345K 0.06% -93 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: 3,363 shares; 2024Q4: 3,328 shares; 2025Q1: 3,438 shares; 2025Q2: 2,407 shares; 2025Q3: 908 shares; 2025Q4: 815 shares 815 $344K 0.06% -93 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: 2,020 shares; 2024Q4: 2,018 shares; 2025Q1: 1,858 shares; 2025Q2: 1,823 shares; 2025Q3: 1,768 shares; 2025Q4: 1,794 shares 1,794 $337K 0.06% +26 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,329 shares; 2024Q4: 2,332 shares; 2025Q1: 2,689 shares; 2025Q2: 2,613 shares; 2025Q3: 2,597 shares; 2025Q4: 2,576 shares 2,576 $336K 0.06% -21 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: 36,933 shares; 2024Q4: 3,830 shares; 2025Q1: 4,174 shares; 2025Q2: 3,455 shares; 2025Q3: 3,439 shares; 2025Q4: 3,465 shares 3,465 $333K 0.05% +26 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,856 shares; 2024Q4: 1,885 shares; 2025Q1: 2,054 shares; 2025Q2: 1,960 shares; 2025Q3: 1,929 shares; 2025Q4: 1,795 shares 1,795 $328K 0.05% -134 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,198 shares; 2024Q4: 6,060 shares; 2025Q1: 6,594 shares; 2025Q2: 6,230 shares; 2025Q3: 6,346 shares; 2025Q4: 6,504 shares 6,504 $325K 0.05% +158 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,061 shares; 2024Q4: 1,063 shares; 2025Q1: 1,051 shares; 2025Q2: 1,026 shares; 2025Q3: 1,022 shares; 2025Q4: 998 shares 998 $323K 0.05% -24 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,046 shares; 2024Q4: 1,041 shares; 2025Q1: 1,041 shares; 2025Q2: 725 shares; 2025Q3: 725 shares; 2025Q4: 957 shares 957 $321K 0.05% +232 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 888 shares; 2024Q4: 685 shares; 2025Q1: 655 shares; 2025Q2: 651 shares; 2025Q3: 622 shares; 2025Q4: 523 shares 523 $320K 0.05% -99 Timeline AADR ADVISORSHARES TR More: the full row for ADVISORSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,209 shares; 2024Q4: 5,209 shares; 2025Q1: 4,195 shares; 2025Q2: 4,195 shares; 2025Q3: 3,695 shares; 2025Q4: 3,695 shares 3,695 $319K 0.05% 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: 2,911 shares; 2024Q4: 3,392 shares; 2025Q1: 3,283 shares; 2025Q2: 3,101 shares; 2025Q3: 3,285 shares; 2025Q4: 3,282 shares 3,282 $316K 0.05% -3 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,620 shares; 2025Q4: 13,635 shares 13,635 $314K 0.05% -4,985 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER 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: 4,898 shares; 2025Q4: 4,872 shares 4,872 $314K 0.05% -26 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,489 shares; 2024Q4: 4,934 shares; 2025Q1: 6,802 shares; 2025Q2: 5,308 shares; 2025Q3: 5,443 shares; 2025Q4: 5,539 shares 5,539 $312K 0.05% +96 Timeline FRT FEDERAL RLTY INVT TR NEW More: the full row for FEDERAL RLTY INVT TR NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,337 shares; 2024Q4: 3,407 shares; 2025Q1: 3,708 shares; 2025Q2: 2,526 shares; 2025Q3: 2,966 shares; 2025Q4: 3,039 shares 3,039 $306K 0.05% +73 Timeline PDP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,852 shares; 2024Q4: 3,852 shares; 2025Q1: 3,738 shares; 2025Q2: 3,681 shares; 2025Q3: 2,640 shares; 2025Q4: 2,590 shares 2,590 $301K 0.05% -50 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: 2,474 shares; 2024Q4: 1,950 shares; 2025Q1: 1,953 shares; 2025Q2: 1,956 shares; 2025Q3: 1,939 shares; 2025Q4: 1,942 shares 1,942 $301K 0.05% +3 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: 10,242 shares; 2024Q4: 9,638 shares; 2025Q1: 4,483 shares; 2025Q2: 4,390 shares; 2025Q3: 4,328 shares; 2025Q4: 3,793 shares 3,793 $300K 0.05% -535 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: 3,705 shares; 2024Q4: 3,503 shares; 2025Q1: 2,552 shares; 2025Q2: 2,297 shares; 2025Q3: 2,366 shares; 2025Q4: 2,470 shares 2,470 $297K 0.05% +104 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,531 shares; 2024Q4: 2,616 shares; 2025Q1: 2,575 shares; 2025Q2: 2,519 shares; 2025Q3: 792 shares; 2025Q4: 762 shares 762 $297K 0.05% -30 Timeline CBSH COMMERCE BANCSHARES INC More: the full row for COMMERCE BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,486 shares; 2024Q4: 5,704 shares; 2025Q1: 5,768 shares; 2025Q2: 5,743 shares; 2025Q3: 5,630 shares; 2025Q4: 5,659 shares 5,659 $296K 0.05% +29 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,489 shares 1,489 $296K 0.05% new 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: 5,821 shares; 2024Q4: 5,902 shares; 2025Q1: 11,135 shares; 2025Q2: 10,848 shares; 2025Q3: 3,551 shares; 2025Q4: 3,664 shares 3,664 $292K 0.05% +113 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,904 shares; 2025Q1: 3,904 shares; 2025Q2: 3,904 shares; 2025Q3: 3,904 shares; 2025Q4: 3,639 shares 3,639 $290K 0.05% -265 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 849 shares; 2025Q4: 950 shares 950 $289K 0.05% +101 Timeline FSMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III 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: 14,330 shares 14,330 $287K 0.05% new 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: 8,526 shares; 2024Q4: 7,448 shares; 2025Q1: 7,710 shares; 2025Q2: 7,605 shares; 2025Q3: 6,956 shares; 2025Q4: 5,287 shares 5,287 $285K 0.05% -1,669 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: 2,997 shares; 2024Q4: 3,027 shares; 2025Q1: 2,792 shares; 2025Q2: 2,749 shares; 2025Q3: 2,828 shares; 2025Q4: 2,529 shares 2,529 $284K 0.05% -299 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: 4,514 shares; 2024Q4: 4,060 shares; 2025Q1: 4,060 shares; 2025Q2: 4,060 shares; 2025Q3: 3,747 shares; 2025Q4: 3,941 shares 3,941 $276K 0.05% +194 Timeline SGI SOMNIGROUP INTERNATIONAL INC More: the full row for SOMNIGROUP INTERNATIONAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,230 shares; 2025Q4: 3,085 shares 3,085 $275K 0.05% -145 Timeline IXN 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: 3,530 shares; 2024Q4: 3,068 shares; 2025Q1: 2,919 shares; 2025Q2: 2,762 shares; 2025Q3: 2,614 shares; 2025Q4: 2,622 shares 2,622 $275K 0.05% +8 Timeline TIP 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: 2,730 shares; 2025Q1: 2,611 shares; 2025Q2: 2,611 shares; 2025Q3: 2,591 shares; 2025Q4: 2,458 shares 2,458 $270K 0.04% -133 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: 701 shares; 2024Q4: 1,521 shares; 2025Q1: 1,515 shares; 2025Q2: 1,509 shares; 2025Q3: 1,506 shares; 2025Q4: 1,465 shares 1,465 $270K 0.04% -41 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,959 shares 6,959 $268K 0.04% new Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,558 shares; 2024Q4: 5,228 shares; 2025Q1: 4,195 shares; 2025Q2: 3,718 shares; 2025Q3: 3,800 shares; 2025Q4: 4,045 shares 4,045 $267K 0.04% +245 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,275 shares; 2024Q4: 3,300 shares; 2025Q1: 3,511 shares; 2025Q2: 3,439 shares; 2025Q3: 3,445 shares; 2025Q4: 3,042 shares 3,042 $255K 0.04% -403 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: 9,755 shares; 2024Q4: 9,171 shares; 2025Q1: 9,533 shares; 2025Q2: 798 shares; 2025Q3: 1,054 shares; 2025Q4: 770 shares 770 $254K 0.04% -284 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 723 shares; 2024Q4: 723 shares; 2025Q1: 723 shares; 2025Q2: 723 shares; 2025Q3: 723 shares; 2025Q4: 723 shares 723 $249K 0.04% 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: 4,005 shares; 2024Q4: 3,493 shares; 2025Q1: 5,318 shares; 2025Q2: 3,406 shares; 2025Q3: 4,058 shares; 2025Q4: 3,771 shares 3,771 $240K 0.04% -287 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,364 shares; 2024Q4: 4,084 shares; 2025Q1: 4,084 shares; 2025Q2: 4,084 shares; 2025Q3: 4,364 shares; 2025Q4: 4,694 shares 4,694 $239K 0.04% +330 Timeline TLT 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: 11,363 shares; 2024Q4: 5,533 shares; 2025Q1: 3,778 shares; 2025Q2: not reported; 2025Q3: 2,896 shares; 2025Q4: 2,737 shares 2,737 $239K 0.04% -159 Timeline HOPE HOPE BANCORP INC More: the full row for HOPE BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,135 shares; 2024Q4: 23,307 shares; 2025Q1: 21,007 shares; 2025Q2: 21,207 shares; 2025Q3: 21,410 shares; 2025Q4: 21,619 shares 21,619 $237K 0.04% +209 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 262 shares; 2025Q4: 253 shares 253 $236K 0.04% -9 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,074 shares 7,074 $236K 0.04% new Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,125 shares; 2025Q1: 2,074 shares; 2025Q2: 2,045 shares; 2025Q3: 2,079 shares; 2025Q4: 1,932 shares 1,932 $231K 0.04% -147 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,153 shares 5,153 $230K 0.04% new Timeline ENSG ENSIGN GROUP INC More: the full row for ENSIGN 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: 1,317 shares 1,317 $229K 0.04% new Timeline CNX CNX RES CORP More: the full row for CNX RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,210 shares 6,210 $228K 0.04% new 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: 16,259 shares; 2024Q4: 16,080 shares; 2025Q1: 1,432 shares; 2025Q2: not reported; 2025Q3: 1,231 shares; 2025Q4: 1,164 shares 1,164 $226K 0.04% -67 Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,084 shares; 2024Q4: 4,571 shares; 2025Q1: 4,572 shares; 2025Q2: 4,572 shares; 2025Q3: 3,573 shares; 2025Q4: 3,574 shares 3,574 $225K 0.04% +1 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: 2,195 shares; 2024Q4: 2,109 shares; 2025Q1: 2,242 shares; 2025Q2: 640 shares; 2025Q3: not reported; 2025Q4: 386 shares 386 $224K 0.04% new Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,206 shares; 2024Q4: 3,208 shares; 2025Q1: 2,110 shares; 2025Q2: 2,196 shares; 2025Q3: 2,100 shares; 2025Q4: 2,100 shares 2,100 $219K 0.04% 0 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,971 shares; 2024Q4: 2,145 shares; 2025Q1: 3,057 shares; 2025Q2: not reported; 2025Q3: 2,342 shares; 2025Q4: 2,175 shares 2,175 $213K 0.03% -167 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,716 shares; 2024Q4: 3,727 shares; 2025Q1: 4,569 shares; 2025Q2: 4,164 shares; 2025Q3: 4,299 shares; 2025Q4: 3,113 shares 3,113 $212K 0.03% -1,186 Timeline SPHD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,358 shares; 2025Q3: 4,361 shares; 2025Q4: 4,340 shares 4,340 $208K 0.03% -21 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,054 shares; 2024Q4: 2,054 shares; 2025Q1: 2,054 shares; 2025Q2: 2,054 shares; 2025Q3: not reported; 2025Q4: 2,054 shares 2,054 $203K 0.03% new Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,604 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,528 shares 2,528 $203K 0.03% 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: 1,822 shares; 2024Q4: 1,812 shares; 2025Q1: 2,092 shares; 2025Q2: 1,663 shares; 2025Q3: 1,873 shares; 2025Q4: 1,611 shares 1,611 $203K 0.03% -262 Timeline FNX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,608 shares 1,608 $203K 0.03% new Timeline PPH 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: not reported; 2025Q4: 1,941 shares 1,941 $200K 0.03% new Timeline NAK NORTHERN DYNASTY MINERALS LT More: the full row for NORTHERN DYNASTY MINERALS LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,000 shares; 2024Q4: 35,000 shares; 2025Q1: 35,000 shares; 2025Q2: 36,500 shares; 2025Q3: 36,500 shares; 2025Q4: 24,825 shares 24,825 $48.9K 0.01% -11,675 Timeline IAUX I-80 GOLD CORP More: the full row for I-80 GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,526 shares 12,526 $18.3K <0.01% new Timeline