AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 153,258 shares; 2024Q4: 156,762 shares; 2025Q1: 173,527 shares; 2025Q2: 187,409 shares; 2025Q3: 195,008 shares; 2025Q4: 206,542 shares 206,542 $20.6M 8.01% +11,534 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: 64,254 shares; 2024Q4: 62,982 shares; 2025Q1: 61,437 shares; 2025Q2: 61,188 shares; 2025Q3: 61,252 shares; 2025Q4: 58,085 shares 58,085 $15.8M 6.13% -3,167 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: 262,483 shares; 2024Q4: 263,132 shares; 2025Q1: 286,732 shares; 2025Q2: 286,808 shares; 2025Q3: 294,387 shares; 2025Q4: 295,392 shares 295,392 $13.7M 5.34% +1,005 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: 29,097 shares; 2024Q4: 28,632 shares; 2025Q1: 27,820 shares; 2025Q2: 27,600 shares; 2025Q3: 27,372 shares; 2025Q4: 25,349 shares 25,349 $12.3M 4.76% -2,023 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: 130,441 shares; 2024Q4: 128,084 shares; 2025Q1: 132,494 shares; 2025Q2: 133,324 shares; 2025Q3: 133,383 shares; 2025Q4: 133,744 shares 133,744 $12M 4.65% +361 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: 129,138 shares; 2024Q4: 123,967 shares; 2025Q1: 135,537 shares; 2025Q2: 176,768 shares; 2025Q3: 160,563 shares; 2025Q4: 160,787 shares 160,787 $8.13M 3.16% +224 Timeline GSST GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,586 shares; 2024Q4: 111,042 shares; 2025Q1: 131,064 shares; 2025Q2: 171,069 shares; 2025Q3: 153,756 shares; 2025Q4: 157,880 shares 157,880 $7.97M 3.09% +4,124 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: 59,865 shares; 2024Q4: 51,295 shares; 2025Q1: 48,785 shares; 2025Q2: 47,563 shares; 2025Q3: 46,249 shares; 2025Q4: 41,359 shares 41,359 $7.71M 3% -4,890 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: 28,865 shares; 2024Q4: 36,156 shares; 2025Q1: 36,031 shares; 2025Q2: 28,365 shares; 2025Q3: 28,440 shares; 2025Q4: 28,150 shares 28,150 $5.49M 2.13% -290 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: 18,332 shares; 2024Q4: 18,110 shares; 2025Q1: 17,768 shares; 2025Q2: 17,768 shares; 2025Q3: 17,598 shares; 2025Q4: 16,969 shares 16,969 $5.47M 2.12% -629 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: 21,505 shares; 2024Q4: 19,552 shares; 2025Q1: 19,302 shares; 2025Q2: 19,292 shares; 2025Q3: 19,097 shares; 2025Q4: 16,872 shares 16,872 $5.28M 2.05% -2,225 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: 10,438 shares; 2024Q4: 10,150 shares; 2025Q1: 9,635 shares; 2025Q2: 9,610 shares; 2025Q3: 9,595 shares; 2025Q4: 8,995 shares 8,995 $4.52M 1.76% -600 Timeline CWI SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 128,725 shares; 2024Q4: 114,290 shares; 2025Q1: 113,218 shares; 2025Q2: 110,878 shares; 2025Q3: 110,242 shares; 2025Q4: 109,702 shares 109,702 $3.94M 1.53% -540 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: 13,298 shares; 2024Q4: 12,596 shares; 2025Q1: 12,694 shares; 2025Q2: 11,609 shares; 2025Q3: 11,529 shares; 2025Q4: 11,524 shares 11,524 $3.62M 1.4% -5 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: 17,941 shares; 2024Q4: 17,470 shares; 2025Q1: 16,762 shares; 2025Q2: 16,712 shares; 2025Q3: 16,422 shares; 2025Q4: 15,527 shares 15,527 $3.58M 1.39% -895 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: 7,877 shares; 2024Q4: 7,777 shares; 2025Q1: 7,762 shares; 2025Q2: 7,762 shares; 2025Q3: 7,742 shares; 2025Q4: 7,542 shares 7,542 $2.99M 1.16% -200 Timeline IJS 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: 23,883 shares; 2024Q4: 23,680 shares; 2025Q1: 23,590 shares; 2025Q2: 24,223 shares; 2025Q3: 24,488 shares; 2025Q4: 25,293 shares 25,293 $2.88M 1.12% +805 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: 23,435 shares; 2024Q4: 23,688 shares; 2025Q1: 23,728 shares; 2025Q2: 23,049 shares; 2025Q3: 22,818 shares; 2025Q4: 23,195 shares 23,195 $2.79M 1.08% +377 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: 9,690 shares; 2024Q4: 9,876 shares; 2025Q1: 9,826 shares; 2025Q2: 10,026 shares; 2025Q3: 9,755 shares; 2025Q4: 9,580 shares 9,580 $2.54M 0.99% -175 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,846 shares; 2024Q4: 18,871 shares; 2025Q1: 18,541 shares; 2025Q2: 18,926 shares; 2025Q3: 18,976 shares; 2025Q4: 18,931 shares 18,931 $2.49M 0.97% -45 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: 34,067 shares; 2024Q4: 32,847 shares; 2025Q1: 32,557 shares; 2025Q2: 32,937 shares; 2025Q3: 34,497 shares; 2025Q4: 35,482 shares 35,482 $2.34M 0.91% +985 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: 10,961 shares; 2024Q4: 10,660 shares; 2025Q1: 10,565 shares; 2025Q2: 10,330 shares; 2025Q3: 10,173 shares; 2025Q4: 10,057 shares 10,057 $2.3M 0.89% -116 Timeline JPEM 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: 34,338 shares; 2024Q4: 34,468 shares; 2025Q1: 34,917 shares; 2025Q2: 35,942 shares; 2025Q3: 37,092 shares; 2025Q4: 37,457 shares 37,457 $2.27M 0.88% +365 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: 11,628 shares; 2024Q4: 11,563 shares; 2025Q1: 11,513 shares; 2025Q2: 11,348 shares; 2025Q3: 11,393 shares; 2025Q4: 10,893 shares 10,893 $2.25M 0.88% -500 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: 2,961 shares; 2024Q4: 2,828 shares; 2025Q1: 2,665 shares; 2025Q2: 2,610 shares; 2025Q3: 2,595 shares; 2025Q4: 2,587 shares 2,587 $2.23M 0.87% -8 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: 14,074 shares; 2024Q4: 14,106 shares; 2025Q1: 13,931 shares; 2025Q2: 14,247 shares; 2025Q3: 14,311 shares; 2025Q4: 15,051 shares 15,051 $2.12M 0.83% +740 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: 7,230 shares; 2024Q4: 7,305 shares; 2025Q1: 6,750 shares; 2025Q2: 6,715 shares; 2025Q3: 6,415 shares; 2025Q4: 5,755 shares 5,755 $1.99M 0.77% -660 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: 19,753 shares; 2024Q4: 19,778 shares; 2025Q1: 19,373 shares; 2025Q2: 19,908 shares; 2025Q3: 19,995 shares; 2025Q4: 19,960 shares 19,960 $1.93M 0.75% -35 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: 1,867 shares; 2024Q4: 1,837 shares; 2025Q1: 1,842 shares; 2025Q2: 1,842 shares; 2025Q3: 1,807 shares; 2025Q4: 1,799 shares 1,799 $1.93M 0.75% -8 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: 7,941 shares; 2024Q4: 7,838 shares; 2025Q1: 7,777 shares; 2025Q2: 8,044 shares; 2025Q3: 8,327 shares; 2025Q4: 8,521 shares 8,521 $1.81M 0.7% +194 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,810 shares; 2024Q4: 4,810 shares; 2025Q1: 4,810 shares; 2025Q2: 4,810 shares; 2025Q3: 4,810 shares; 2025Q4: 4,810 shares 4,810 $1.8M 0.7% 0 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,332 shares; 2024Q4: 3,138 shares; 2025Q1: 3,108 shares; 2025Q2: 2,933 shares; 2025Q3: 2,939 shares; 2025Q4: 2,939 shares 2,939 $1.77M 0.69% 0 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,463 shares; 2025Q3: 7,463 shares; 2025Q4: 7,083 shares 7,083 $1.72M 0.67% -380 Timeline EEM 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: 39,981 shares; 2024Q4: 33,890 shares; 2025Q1: 33,565 shares; 2025Q2: 32,525 shares; 2025Q3: 30,925 shares; 2025Q4: 30,675 shares 30,675 $1.68M 0.65% -250 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: 2,062 shares; 2024Q4: 2,196 shares; 2025Q1: 2,154 shares; 2025Q2: 2,184 shares; 2025Q3: 2,276 shares; 2025Q4: 2,339 shares 2,339 $1.6M 0.62% +63 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: 5,060 shares; 2024Q4: 4,889 shares; 2025Q1: 4,809 shares; 2025Q2: 4,860 shares; 2025Q3: 4,809 shares; 2025Q4: 4,509 shares 4,509 $1.58M 0.61% -300 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: 3,312 shares; 2024Q4: 3,264 shares; 2025Q1: 3,154 shares; 2025Q2: 2,874 shares; 2025Q3: 2,809 shares; 2025Q4: 2,714 shares 2,714 $1.55M 0.6% -95 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: 3,762 shares; 2024Q4: 3,877 shares; 2025Q1: 3,715 shares; 2025Q2: 3,715 shares; 2025Q3: 3,539 shares; 2025Q4: 3,414 shares 3,414 $1.54M 0.6% -125 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,945 shares; 2024Q4: 7,770 shares; 2025Q1: 7,595 shares; 2025Q2: 7,295 shares; 2025Q3: 7,295 shares; 2025Q4: 7,145 shares 7,145 $1.49M 0.58% -150 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: 7,928 shares; 2024Q4: 6,993 shares; 2025Q1: 5,993 shares; 2025Q2: 6,093 shares; 2025Q3: 6,093 shares; 2025Q4: 6,093 shares 6,093 $1.47M 0.57% 0 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,122 shares; 2024Q4: 13,585 shares; 2025Q1: 12,381 shares; 2025Q2: 11,824 shares; 2025Q3: 11,785 shares; 2025Q4: 11,855 shares 11,855 $1.46M 0.57% +70 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: 17,877 shares; 2024Q4: 17,827 shares; 2025Q1: 18,477 shares; 2025Q2: 18,802 shares; 2025Q3: 18,802 shares; 2025Q4: 18,102 shares 18,102 $1.39M 0.54% -700 Timeline EWJ 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: 17,325 shares; 2024Q4: 17,325 shares; 2025Q1: 17,325 shares; 2025Q2: 16,600 shares; 2025Q3: 16,157 shares; 2025Q4: 15,982 shares 15,982 $1.29M 0.5% -175 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: 4,084 shares; 2024Q4: 3,985 shares; 2025Q1: 3,957 shares; 2025Q2: 3,942 shares; 2025Q3: 3,856 shares; 2025Q4: 3,646 shares 3,646 $1.29M 0.5% -210 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: 1,612 shares; 2024Q4: 1,567 shares; 2025Q1: 1,510 shares; 2025Q2: 1,560 shares; 2025Q3: 1,584 shares; 2025Q4: 1,439 shares 1,439 $1.26M 0.49% -145 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: 14,688 shares; 2024Q4: 15,163 shares; 2025Q1: 16,798 shares; 2025Q2: 17,653 shares; 2025Q3: 18,028 shares; 2025Q4: 18,063 shares 18,063 $1.21M 0.47% +35 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: 9,973 shares; 2024Q4: 9,823 shares; 2025Q1: 9,698 shares; 2025Q2: 9,748 shares; 2025Q3: 9,698 shares; 2025Q4: 9,548 shares 9,548 $1.2M 0.46% -150 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: 7,699 shares; 2024Q4: 7,789 shares; 2025Q1: 7,666 shares; 2025Q2: 6,906 shares; 2025Q3: 6,773 shares; 2025Q4: 6,506 shares 6,506 $1.19M 0.46% -267 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: 11,954 shares; 2024Q4: 11,848 shares; 2025Q1: 11,438 shares; 2025Q2: 11,564 shares; 2025Q3: 11,373 shares; 2025Q4: 10,558 shares 10,558 $1.18M 0.46% -815 Timeline TDTT FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,514 shares; 2024Q4: 33,991 shares; 2025Q1: 40,916 shares; 2025Q2: 46,387 shares; 2025Q3: 46,386 shares; 2025Q4: 46,836 shares 46,836 $1.13M 0.44% +450 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: 17,945 shares; 2024Q4: 17,578 shares; 2025Q1: 17,428 shares; 2025Q2: 17,428 shares; 2025Q3: 17,428 shares; 2025Q4: 17,368 shares 17,368 $1.11M 0.43% -60 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: 16,054 shares; 2024Q4: 15,979 shares; 2025Q1: 15,929 shares; 2025Q2: 15,929 shares; 2025Q3: 44,319 shares; 2025Q4: 44,044 shares 44,044 $1.09M 0.42% -275 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: 11,383 shares; 2024Q4: 11,384 shares; 2025Q1: 11,344 shares; 2025Q2: 11,344 shares; 2025Q3: 16,845 shares; 2025Q4: 11,085 shares 11,085 $1.06M 0.41% -5,760 Timeline ESS ESSEX PPTY TR INC More: the full row for ESSEX PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,070 shares; 2024Q4: 4,069 shares; 2025Q1: 4,069 shares; 2025Q2: 4,035 shares; 2025Q3: 4,034 shares; 2025Q4: 4,034 shares 4,034 $1.06M 0.41% 0 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,069 shares; 2024Q4: 2,072 shares; 2025Q1: 2,175 shares; 2025Q2: 2,254 shares; 2025Q3: 2,278 shares; 2025Q4: 4,744 shares 4,744 $1.05M 0.41% +2,466 Timeline IGIB 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: 27,411 shares; 2024Q4: 20,360 shares; 2025Q1: 18,960 shares; 2025Q2: 18,286 shares; 2025Q3: 18,285 shares; 2025Q4: 18,285 shares 18,285 $985K 0.38% 0 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,197 shares; 2024Q4: 2,192 shares; 2025Q1: 2,293 shares; 2025Q2: 2,288 shares; 2025Q3: 1,788 shares; 2025Q4: 1,738 shares 1,738 $984K 0.38% -50 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: 1,454 shares; 2024Q4: 1,454 shares; 2025Q1: 1,454 shares; 2025Q2: 1,469 shares; 2025Q3: 1,428 shares; 2025Q4: 1,435 shares 1,435 $979K 0.38% +7 Timeline TDTF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,856 shares; 2024Q4: 26,456 shares; 2025Q1: 33,456 shares; 2025Q2: 38,956 shares; 2025Q3: 39,356 shares; 2025Q4: 39,806 shares 39,806 $954K 0.37% +450 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: 5,395 shares; 2024Q4: 4,770 shares; 2025Q1: 4,770 shares; 2025Q2: 4,135 shares; 2025Q3: 3,935 shares; 2025Q4: 3,685 shares 3,685 $947K 0.37% -250 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: 1,199 shares; 2024Q4: 1,170 shares; 2025Q1: 1,220 shares; 2025Q2: 1,190 shares; 2025Q3: 1,147 shares; 2025Q4: 10,025 shares 10,025 $940K 0.37% +8,878 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: 2,881 shares; 2024Q4: 2,821 shares; 2025Q1: 2,746 shares; 2025Q2: 2,751 shares; 2025Q3: 2,766 shares; 2025Q4: 2,661 shares 2,661 $916K 0.36% -105 Timeline EWU 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: 19,335 shares; 2024Q4: 19,835 shares; 2025Q1: 22,035 shares; 2025Q2: 21,485 shares; 2025Q3: 20,335 shares; 2025Q4: 20,335 shares 20,335 $894K 0.35% 0 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: 3,174 shares; 2024Q4: 3,109 shares; 2025Q1: 3,054 shares; 2025Q2: 3,104 shares; 2025Q3: 3,133 shares; 2025Q4: 2,870 shares 2,870 $884K 0.34% -263 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,746 shares; 2024Q4: 1,721 shares; 2025Q1: 1,671 shares; 2025Q2: 1,689 shares; 2025Q3: 1,673 shares; 2025Q4: 1,576 shares 1,576 $805K 0.31% -97 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: 14,475 shares; 2024Q4: 14,400 shares; 2025Q1: 13,990 shares; 2025Q2: 15,100 shares; 2025Q3: 14,825 shares; 2025Q4: 13,825 shares 13,825 $760K 0.3% -1,000 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: 8,514 shares; 2024Q4: 8,394 shares; 2025Q1: 7,929 shares; 2025Q2: 7,249 shares; 2025Q3: 7,249 shares; 2025Q4: 6,824 shares 6,824 $718K 0.28% -425 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: 2,451 shares; 2024Q4: 2,284 shares; 2025Q1: 2,224 shares; 2025Q2: 2,044 shares; 2025Q3: 1,934 shares; 2025Q4: 1,819 shares 1,819 $673K 0.26% -115 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: 2,924 shares; 2024Q4: 2,859 shares; 2025Q1: 2,669 shares; 2025Q2: 2,393 shares; 2025Q3: 2,282 shares; 2025Q4: 2,031 shares 2,031 $671K 0.26% -251 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: 6,257 shares; 2024Q4: 6,157 shares; 2025Q1: 6,107 shares; 2025Q2: 6,095 shares; 2025Q3: 6,095 shares; 2025Q4: 6,095 shares 6,095 $670K 0.26% 0 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,660 shares; 2024Q4: 8,660 shares; 2025Q1: 7,600 shares; 2025Q2: 21,260 shares; 2025Q3: 8,418 shares; 2025Q4: 8,318 shares 8,318 $656K 0.25% -100 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,589 shares; 2024Q4: 2,379 shares; 2025Q1: 2,240 shares; 2025Q2: 2,266 shares; 2025Q3: 2,231 shares; 2025Q4: 2,071 shares 2,071 $643K 0.25% -160 Timeline ELS EQUITY LIFESTYLE PROPERTIES More: the full row for EQUITY LIFESTYLE PROPERTIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,588 shares; 2024Q4: 11,512 shares; 2025Q1: 11,462 shares; 2025Q2: 11,248 shares; 2025Q3: 10,722 shares; 2025Q4: 10,562 shares 10,562 $640K 0.25% -160 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: 3,155 shares; 2024Q4: 3,130 shares; 2025Q1: 3,130 shares; 2025Q2: 3,230 shares; 2025Q3: 3,230 shares; 2025Q4: 3,090 shares 3,090 $635K 0.25% -140 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: 2,054 shares; 2024Q4: 2,051 shares; 2025Q1: 2,151 shares; 2025Q2: 2,146 shares; 2025Q3: 2,146 shares; 2025Q4: 2,021 shares 2,021 $618K 0.24% -125 Timeline SPSB 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: 16,460 shares; 2024Q4: 16,210 shares; 2025Q1: 13,510 shares; 2025Q2: 21,510 shares; 2025Q3: 20,250 shares; 2025Q4: 20,250 shares 20,250 $612K 0.24% 0 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: 762 shares; 2025Q1: 762 shares; 2025Q2: 794 shares; 2025Q3: 990 shares; 2025Q4: 935 shares 935 $611K 0.24% -55 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,310 shares; 2024Q4: 13,310 shares; 2025Q1: 13,310 shares; 2025Q2: 13,310 shares; 2025Q3: 13,310 shares; 2025Q4: 13,310 shares 13,310 $610K 0.24% 0 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 961 shares; 2024Q4: 956 shares; 2025Q1: 976 shares; 2025Q2: 993 shares; 2025Q3: 1,008 shares; 2025Q4: 907 shares 907 $601K 0.23% -101 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,107 shares; 2024Q4: 3,009 shares; 2025Q1: 2,960 shares; 2025Q2: 2,960 shares; 2025Q3: 5,555 shares; 2025Q4: 2,412 shares 2,412 $594K 0.23% -3,143 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,967 shares; 2024Q4: 4,982 shares; 2025Q1: 4,857 shares; 2025Q2: 4,212 shares; 2025Q3: 4,247 shares; 2025Q4: 3,997 shares 3,997 $576K 0.22% -250 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,945 shares; 2024Q4: 4,420 shares; 2025Q1: 4,360 shares; 2025Q2: 4,360 shares; 2025Q3: 4,285 shares; 2025Q4: 4,285 shares 4,285 $569K 0.22% 0 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: 1,615 shares; 2024Q4: 1,615 shares; 2025Q1: 1,615 shares; 2025Q2: 1,655 shares; 2025Q3: 1,655 shares; 2025Q4: 1,640 shares 1,640 $552K 0.21% -15 Timeline SCHA 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: 9,776 shares; 2024Q4: 19,492 shares; 2025Q1: 19,492 shares; 2025Q2: 19,332 shares; 2025Q3: 19,332 shares; 2025Q4: 19,332 shares 19,332 $551K 0.21% 0 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: 1,190 shares; 2024Q4: 1,190 shares; 2025Q1: 1,165 shares; 2025Q2: 1,155 shares; 2025Q3: 1,145 shares; 2025Q4: 1,155 shares 1,155 $538K 0.21% +10 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: 3,959 shares; 2024Q4: 3,869 shares; 2025Q1: 3,874 shares; 2025Q2: 4,315 shares; 2025Q3: 4,164 shares; 2025Q4: 3,749 shares 3,749 $537K 0.21% -415 Timeline JIRE 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: 3,715 shares; 2025Q1: 4,015 shares; 2025Q2: 7,115 shares; 2025Q3: 7,115 shares; 2025Q4: 7,015 shares 7,015 $525K 0.2% -100 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,982 shares; 2024Q4: 1,931 shares; 2025Q1: 1,931 shares; 2025Q2: 1,932 shares; 2025Q3: 1,931 shares; 2025Q4: 1,816 shares 1,816 $525K 0.2% -115 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: 5,535 shares; 2024Q4: 4,510 shares; 2025Q1: 4,470 shares; 2025Q2: 4,565 shares; 2025Q3: 4,565 shares; 2025Q4: 4,577 shares 4,577 $521K 0.2% +12 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,021 shares; 2024Q4: 3,821 shares; 2025Q1: 3,621 shares; 2025Q2: 3,496 shares; 2025Q3: 3,481 shares; 2025Q4: 2,894 shares 2,894 $514K 0.2% -587 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 587 shares; 2024Q4: 537 shares; 2025Q1: 522 shares; 2025Q2: 502 shares; 2025Q3: 482 shares; 2025Q4: 422 shares 422 $513K 0.2% -60 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,620 shares; 2024Q4: 16,055 shares; 2025Q1: 14,755 shares; 2025Q2: 14,080 shares; 2025Q3: 13,805 shares; 2025Q4: 13,880 shares 13,880 $512K 0.2% +75 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 625 shares; 2024Q4: 645 shares; 2025Q1: 640 shares; 2025Q2: 640 shares; 2025Q3: 640 shares; 2025Q4: 615 shares 615 $504K 0.2% -25 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,905 shares; 2024Q4: 9,905 shares; 2025Q1: 9,905 shares; 2025Q2: 9,355 shares; 2025Q3: 9,355 shares; 2025Q4: 9,355 shares 9,355 $503K 0.2% 0 Timeline SCHB 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: 6,223 shares; 2024Q4: 18,667 shares; 2025Q1: 18,667 shares; 2025Q2: 18,457 shares; 2025Q3: 18,456 shares; 2025Q4: 18,376 shares 18,376 $482K 0.19% -80 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: 5,725 shares; 2024Q4: 5,675 shares; 2025Q1: 6,025 shares; 2025Q2: 5,775 shares; 2025Q3: 5,675 shares; 2025Q4: 5,475 shares 5,475 $479K 0.19% -200 Timeline EWN 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: 8,225 shares; 2024Q4: 8,225 shares; 2025Q1: 8,225 shares; 2025Q2: 8,225 shares; 2025Q3: 8,225 shares; 2025Q4: 8,225 shares 8,225 $469K 0.18% 0 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,319 shares; 2024Q4: 2,279 shares; 2025Q1: 2,169 shares; 2025Q2: 2,119 shares; 2025Q3: 2,082 shares; 2025Q4: 2,017 shares 2,017 $467K 0.18% -65 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: 6,058 shares; 2024Q4: 6,058 shares; 2025Q1: 5,958 shares; 2025Q2: 6,083 shares; 2025Q3: 6,083 shares; 2025Q4: 5,903 shares 5,903 $466K 0.18% -180 Timeline IMSR TERRESTRIAL ENERGY INC More: the full row for TERRESTRIAL ENERGY 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: 75,995 shares 75,995 $464K 0.18% new 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: 4,775 shares; 2024Q4: 4,774 shares; 2025Q1: 4,524 shares; 2025Q2: 4,173 shares; 2025Q3: 4,172 shares; 2025Q4: 4,172 shares 4,172 $460K 0.18% 0 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: 1,740 shares; 2024Q4: 1,735 shares; 2025Q1: 1,695 shares; 2025Q2: 1,780 shares; 2025Q3: 1,680 shares; 2025Q4: 1,530 shares 1,530 $453K 0.18% -150 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: 4,373 shares; 2024Q4: 4,373 shares; 2025Q1: 4,323 shares; 2025Q2: 3,940 shares; 2025Q3: 3,940 shares; 2025Q4: 3,740 shares 3,740 $438K 0.17% -200 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: 3,868 shares; 2024Q4: 3,731 shares; 2025Q1: 3,731 shares; 2025Q2: 3,716 shares; 2025Q3: 3,691 shares; 2025Q4: 3,421 shares 3,421 $437K 0.17% -270 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: 5,956 shares; 2024Q4: 5,809 shares; 2025Q1: 5,684 shares; 2025Q2: 5,179 shares; 2025Q3: 12,357 shares; 2025Q4: 10,529 shares 10,529 $429K 0.17% -1,828 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: 2,750 shares; 2024Q4: 3,750 shares; 2025Q1: 4,750 shares; 2025Q2: 5,150 shares; 2025Q3: 5,150 shares; 2025Q4: 5,150 shares 5,150 $427K 0.17% 0 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 275 shares; 2024Q4: 265 shares; 2025Q1: 265 shares; 2025Q2: 265 shares; 2025Q3: 262 shares; 2025Q4: 247 shares 247 $418K 0.16% -15 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: 827 shares; 2024Q4: 837 shares; 2025Q1: 817 shares; 2025Q2: 792 shares; 2025Q3: 834 shares; 2025Q4: 724 shares 724 $413K 0.16% -110 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,322 shares; 2024Q4: 2,172 shares; 2025Q1: 2,172 shares; 2025Q2: 2,172 shares; 2025Q3: 2,222 shares; 2025Q4: 2,022 shares 2,022 $411K 0.16% -200 Timeline EWQ 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: 9,130 shares; 2024Q4: 9,130 shares; 2025Q1: 9,130 shares; 2025Q2: 9,130 shares; 2025Q3: 9,130 shares; 2025Q4: 9,130 shares 9,130 $411K 0.16% 0 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,475 shares; 2024Q4: 5,645 shares; 2025Q1: 4,895 shares; 2025Q2: 4,895 shares; 2025Q3: 5,045 shares; 2025Q4: 5,045 shares 5,045 $410K 0.16% 0 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,262 shares; 2024Q4: 6,198 shares; 2025Q1: 6,198 shares; 2025Q2: 6,323 shares; 2025Q3: 6,323 shares; 2025Q4: 5,823 shares 5,823 $407K 0.16% -500 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,460 shares; 2024Q4: 1,460 shares; 2025Q1: 1,460 shares; 2025Q2: 1,445 shares; 2025Q3: 1,445 shares; 2025Q4: 1,385 shares 1,385 $402K 0.16% -60 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: 3,652 shares; 2024Q4: 3,652 shares; 2025Q1: 3,392 shares; 2025Q2: 3,492 shares; 2025Q3: 3,415 shares; 2025Q4: 3,385 shares 3,385 $393K 0.15% -30 Timeline EWC 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: 7,020 shares; 2024Q4: 7,020 shares; 2025Q1: 7,020 shares; 2025Q2: 7,020 shares; 2025Q3: 7,020 shares; 2025Q4: 7,020 shares 7,020 $379K 0.15% 0 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,873 shares; 2024Q4: 15,746 shares; 2025Q1: 15,746 shares; 2025Q2: 15,746 shares; 2025Q3: 15,746 shares; 2025Q4: 15,746 shares 15,746 $379K 0.15% 0 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: 2,217 shares; 2024Q4: 2,162 shares; 2025Q1: 2,112 shares; 2025Q2: 2,247 shares; 2025Q3: 2,077 shares; 2025Q4: 1,917 shares 1,917 $374K 0.15% -160 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 985 shares; 2024Q4: 880 shares; 2025Q1: 855 shares; 2025Q2: 855 shares; 2025Q3: 805 shares; 2025Q4: 790 shares 790 $371K 0.14% -15 Timeline EWG 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: 8,625 shares; 2024Q4: 8,775 shares; 2025Q1: 8,775 shares; 2025Q2: 8,775 shares; 2025Q3: 8,775 shares; 2025Q4: 8,675 shares 8,675 $369K 0.14% -100 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: 912 shares; 2024Q4: 912 shares; 2025Q1: 912 shares; 2025Q2: 922 shares; 2025Q3: 922 shares; 2025Q4: 832 shares 832 $355K 0.14% -90 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: 1,713 shares; 2025Q3: 1,713 shares; 2025Q4: 1,200 shares 1,200 $342K 0.13% -513 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: 1,109 shares; 2024Q4: 1,109 shares; 2025Q1: 1,134 shares; 2025Q2: 1,134 shares; 2025Q3: 1,119 shares; 2025Q4: 1,044 shares 1,044 $342K 0.13% -75 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: 9,260 shares; 2024Q4: 9,047 shares; 2025Q1: 7,174 shares; 2025Q2: 6,486 shares; 2025Q3: 6,300 shares; 2025Q4: 6,030 shares 6,030 $340K 0.13% -270 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: 363 shares; 2025Q2: 363 shares; 2025Q3: 340 shares; 2025Q4: 315 shares 315 $337K 0.13% -25 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,440 shares 1,440 $337K 0.13% new 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: 1,835 shares; 2024Q4: 1,985 shares; 2025Q1: 1,825 shares; 2025Q2: 1,950 shares; 2025Q3: 1,950 shares; 2025Q4: 1,940 shares 1,940 $337K 0.13% -10 Timeline SCHX 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: 4,270 shares; 2024Q4: 12,810 shares; 2025Q1: 12,560 shares; 2025Q2: 12,560 shares; 2025Q3: 12,360 shares; 2025Q4: 12,360 shares 12,360 $333K 0.13% 0 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 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 $330K 0.13% 0 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: 1,008 shares; 2025Q3: 1,008 shares; 2025Q4: 1,008 shares 1,008 $306K 0.12% 0 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,685 shares; 2024Q4: 9,985 shares; 2025Q1: 9,060 shares; 2025Q2: 8,460 shares; 2025Q3: 8,410 shares; 2025Q4: 8,410 shares 8,410 $305K 0.12% 0 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: 4,062 shares; 2024Q4: 4,042 shares; 2025Q1: 3,957 shares; 2025Q2: 3,807 shares; 2025Q3: 3,782 shares; 2025Q4: 3,782 shares 3,782 $304K 0.12% 0 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,096 shares; 2024Q4: 6,096 shares; 2025Q1: 6,096 shares; 2025Q2: 5,846 shares; 2025Q3: 5,846 shares; 2025Q4: 5,746 shares 5,746 $304K 0.12% -100 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: 475 shares; 2024Q4: 480 shares; 2025Q1: 455 shares; 2025Q2: 455 shares; 2025Q3: 455 shares; 2025Q4: 455 shares 455 $300K 0.12% 0 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,944 shares; 2024Q4: 11,594 shares; 2025Q1: 11,034 shares; 2025Q2: 10,534 shares; 2025Q3: 12,284 shares; 2025Q4: 9,910 shares 9,910 $296K 0.12% -2,374 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: 6,875 shares; 2024Q4: 6,450 shares; 2025Q1: 6,450 shares; 2025Q2: 6,700 shares; 2025Q3: 6,700 shares; 2025Q4: 6,250 shares 6,250 $293K 0.11% -450 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,532 shares; 2024Q4: 1,882 shares; 2025Q1: 1,882 shares; 2025Q2: 1,671 shares; 2025Q3: 1,721 shares; 2025Q4: 1,360 shares 1,360 $291K 0.11% -361 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,625 shares; 2025Q3: 1,665 shares; 2025Q4: 1,685 shares 1,685 $291K 0.11% +20 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,725 shares; 2024Q4: 6,725 shares; 2025Q1: 6,725 shares; 2025Q2: 7,275 shares; 2025Q3: 6,975 shares; 2025Q4: 6,675 shares 6,675 $291K 0.11% -300 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,435 shares; 2024Q4: 2,435 shares; 2025Q1: 2,360 shares; 2025Q2: 2,360 shares; 2025Q3: 2,360 shares; 2025Q4: 2,360 shares 2,360 $290K 0.11% 0 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: 2,540 shares; 2024Q4: 2,540 shares; 2025Q1: 2,540 shares; 2025Q2: 2,515 shares; 2025Q3: 2,515 shares; 2025Q4: 2,515 shares 2,515 $290K 0.11% 0 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,530 shares; 2024Q4: 1,245 shares; 2025Q1: 1,239 shares; 2025Q2: 1,235 shares; 2025Q3: 1,251 shares; 2025Q4: 1,166 shares 1,166 $288K 0.11% -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: not reported; 2024Q4: not reported; 2025Q1: 2,402 shares; 2025Q2: 2,297 shares; 2025Q3: 2,297 shares; 2025Q4: 2,297 shares 2,297 $282K 0.11% 0 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 967 shares; 2024Q4: 945 shares; 2025Q1: 930 shares; 2025Q2: 930 shares; 2025Q3: 930 shares; 2025Q4: 865 shares 865 $280K 0.11% -65 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: 1,900 shares; 2024Q4: 1,800 shares; 2025Q1: 1,800 shares; 2025Q2: 1,800 shares; 2025Q3: 1,800 shares; 2025Q4: 1,800 shares 1,800 $279K 0.11% 0 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: 587 shares; 2024Q4: 587 shares; 2025Q1: 552 shares; 2025Q2: 519 shares; 2025Q3: 563 shares; 2025Q4: 478 shares 478 $277K 0.11% -85 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,855 shares; 2024Q4: 2,905 shares; 2025Q1: 2,930 shares; 2025Q2: 2,930 shares; 2025Q3: 3,095 shares; 2025Q4: 2,745 shares 2,745 $277K 0.11% -350 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,760 shares; 2024Q4: 1,885 shares; 2025Q1: 1,885 shares; 2025Q2: 1,810 shares; 2025Q3: 1,810 shares; 2025Q4: 1,550 shares 1,550 $277K 0.11% -260 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,905 shares; 2024Q4: 1,860 shares; 2025Q1: 1,960 shares; 2025Q2: 1,775 shares; 2025Q3: 1,775 shares; 2025Q4: 1,775 shares 1,775 $275K 0.11% 0 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,100 shares; 2024Q4: 1,020 shares; 2025Q1: 1,020 shares; 2025Q2: 1,050 shares; 2025Q3: 1,050 shares; 2025Q4: 875 shares 875 $274K 0.11% -175 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: 590 shares; 2024Q4: 465 shares; 2025Q1: 460 shares; 2025Q2: 460 shares; 2025Q3: 430 shares; 2025Q4: 305 shares 305 $268K 0.1% -125 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: 6,100 shares; 2024Q4: 6,100 shares; 2025Q1: 6,100 shares; 2025Q2: 5,600 shares; 2025Q3: 5,600 shares; 2025Q4: 5,600 shares 5,600 $263K 0.1% 0 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,202 shares; 2024Q4: 2,162 shares; 2025Q1: 1,837 shares; 2025Q2: 1,737 shares; 2025Q3: 1,807 shares; 2025Q4: 1,807 shares 1,807 $259K 0.1% 0 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,159 shares; 2024Q4: 3,159 shares; 2025Q1: 3,159 shares; 2025Q2: 3,124 shares; 2025Q3: 2,999 shares; 2025Q4: 2,949 shares 2,949 $258K 0.1% -50 Timeline SCHO 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: 5,225 shares; 2024Q4: 10,450 shares; 2025Q1: 10,450 shares; 2025Q2: 10,450 shares; 2025Q3: 10,450 shares; 2025Q4: 10,450 shares 10,450 $255K 0.1% 0 Timeline XFFCX FLAHERTY & CRUMRIN PFD & INM More: the full row for FLAHERTY & CRUMRIN PFD & INM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,388 shares; 2024Q4: 15,388 shares; 2025Q1: 15,388 shares; 2025Q2: 15,388 shares; 2025Q3: 15,388 shares; 2025Q4: 15,388 shares 15,388 $254K 0.1% 0 Timeline DLN 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: 2,824 shares; 2024Q4: 2,824 shares; 2025Q1: 2,824 shares; 2025Q2: 2,824 shares; 2025Q3: 2,824 shares; 2025Q4: 2,824 shares 2,824 $249K 0.1% 0 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,365 shares; 2024Q4: 3,365 shares; 2025Q1: 3,450 shares; 2025Q2: 3,500 shares; 2025Q3: 3,250 shares; 2025Q4: 2,930 shares 2,930 $247K 0.1% -320 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 634 shares; 2025Q3: 633 shares; 2025Q4: 633 shares 633 $247K 0.1% 0 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,855 shares; 2024Q4: 1,855 shares; 2025Q1: 1,855 shares; 2025Q2: 1,855 shares; 2025Q3: 1,880 shares; 2025Q4: 1,820 shares 1,820 $246K 0.1% -60 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 173 shares; 2025Q2: 2,840 shares; 2025Q3: 2,840 shares; 2025Q4: 2,690 shares 2,690 $245K 0.1% -150 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT 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: 470 shares; 2025Q3: 470 shares; 2025Q4: 445 shares 445 $245K 0.1% -25 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: 800 shares; 2024Q4: 757 shares; 2025Q1: 740 shares; 2025Q2: 740 shares; 2025Q3: 740 shares; 2025Q4: 700 shares 700 $245K 0.1% -40 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: 1,345 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,230 shares 1,230 $244K 0.09% new 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: 2,500 shares; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares; 2025Q2: 2,500 shares; 2025Q3: 2,500 shares; 2025Q4: 2,500 shares 2,500 $243K 0.09% 0 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: 1,135 shares; 2025Q3: 1,135 shares; 2025Q4: 1,060 shares 1,060 $242K 0.09% -75 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: not reported; 2024Q4: 50 shares; 2025Q1: 45 shares; 2025Q2: 45 shares; 2025Q3: 45 shares; 2025Q4: 45 shares 45 $241K 0.09% 0 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,270 shares; 2024Q4: 4,245 shares; 2025Q1: 4,260 shares; 2025Q2: 4,225 shares; 2025Q3: 4,175 shares; 2025Q4: 3,755 shares 3,755 $240K 0.09% -420 Timeline EWL 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: 3,975 shares; 2024Q4: not reported; 2025Q1: 3,975 shares; 2025Q2: 3,975 shares; 2025Q3: 3,975 shares; 2025Q4: 3,875 shares 3,875 $232K 0.09% -100 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: 1,981 shares; 2025Q3: 1,981 shares; 2025Q4: 1,940 shares 1,940 $232K 0.09% -41 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,356 shares; 2025Q4: 1,356 shares 1,356 $230K 0.09% 0 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,087 shares; 2025Q4: 1,000 shares 1,000 $228K 0.09% -87 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,849 shares; 2025Q4: 2,849 shares 2,849 $226K 0.09% 0 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,175 shares; 2025Q4: 2,625 shares 2,625 $225K 0.09% -550 Timeline PII POLARIS INC More: the full row for POLARIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,210 shares; 2024Q4: 4,190 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,550 shares; 2025Q4: 3,550 shares 3,550 $225K 0.09% 0 Timeline EWD 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: 4,650 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,650 shares; 2025Q3: 4,650 shares; 2025Q4: 4,550 shares 4,550 $224K 0.09% -100 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: 751 shares; 2024Q4: 726 shares; 2025Q1: 726 shares; 2025Q2: 726 shares; 2025Q3: 726 shares; 2025Q4: 715 shares 715 $223K 0.09% -11 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,212 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,542 shares 1,542 $218K 0.08% new Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,550 shares 2,550 $217K 0.08% new Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 962 shares; 2024Q4: 962 shares; 2025Q1: 962 shares; 2025Q2: 862 shares; 2025Q3: 862 shares; 2025Q4: 752 shares 752 $217K 0.08% -110 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,335 shares; 2024Q4: 7,235 shares; 2025Q1: 6,935 shares; 2025Q2: 3,910 shares; 2025Q3: 4,085 shares; 2025Q4: 3,760 shares 3,760 $216K 0.08% -325 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: 2,850 shares; 2024Q4: 2,525 shares; 2025Q1: 2,525 shares; 2025Q2: 2,525 shares; 2025Q3: 2,525 shares; 2025Q4: 2,475 shares 2,475 $216K 0.08% -50 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: not reported; 2025Q3: not reported; 2025Q4: 2,350 shares 2,350 $215K 0.08% new Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 183 shares; 2024Q4: 154 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 154 shares 154 $215K 0.08% new Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,356 shares; 2024Q4: 2,356 shares; 2025Q1: 2,356 shares; 2025Q2: 2,356 shares; 2025Q3: 2,356 shares; 2025Q4: 2,356 shares 2,356 $214K 0.08% 0 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 471 shares; 2024Q4: 456 shares; 2025Q1: 436 shares; 2025Q2: 456 shares; 2025Q3: 456 shares; 2025Q4: 436 shares 436 $214K 0.08% -20 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,010 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,646 shares 2,646 $214K 0.08% new Timeline EWA 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: 8,333 shares; 2024Q4: 8,333 shares; 2025Q1: 8,333 shares; 2025Q2: 8,033 shares; 2025Q3: 8,033 shares; 2025Q4: 8,033 shares 8,033 $210K 0.08% 0 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 964 shares; 2024Q4: 963 shares; 2025Q1: 963 shares; 2025Q2: 989 shares; 2025Q3: 888 shares; 2025Q4: 832 shares 832 $209K 0.08% -56 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: 461 shares; 2024Q4: 461 shares; 2025Q1: 461 shares; 2025Q2: 461 shares; 2025Q3: 331 shares; 2025Q4: 331 shares 331 $208K 0.08% 0 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,071 shares; 2024Q4: 4,031 shares; 2025Q1: 4,031 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,796 shares 3,796 $205K 0.08% new Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,133 shares 1,133 $204K 0.08% new Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,200 shares; 2024Q4: 10,150 shares; 2025Q1: 9,250 shares; 2025Q2: 10,050 shares; 2025Q3: 9,550 shares; 2025Q4: 8,050 shares 8,050 $200K 0.08% -1,500 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,577 shares; 2024Q4: 1,697 shares; 2025Q1: 1,645 shares; 2025Q2: 1,525 shares; 2025Q3: 1,400 shares; 2025Q4: 1,150 shares 1,150 $197K 0.08% -250 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: 1,035 shares; 2024Q4: 5,175 shares; 2025Q1: 4,975 shares; 2025Q2: 4,725 shares; 2025Q3: 4,575 shares; 2025Q4: 3,875 shares 3,875 $194K 0.08% -700 Timeline TMFS RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,325 shares; 2024Q4: 6,475 shares; 2025Q1: 6,225 shares; 2025Q2: 6,225 shares; 2025Q3: 6,025 shares; 2025Q4: 5,525 shares 5,525 $192K 0.07% -500 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,120 shares 1,120 $192K 0.07% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 545 shares 545 $188K 0.07% new 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: 2,899 shares; 2024Q4: 2,899 shares; 2025Q1: 2,899 shares; 2025Q2: 2,899 shares; 2025Q3: 2,549 shares; 2025Q4: 2,374 shares 2,374 $187K 0.07% -175 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,800 shares 1,800 $187K 0.07% new Timeline PCAR PACCAR INC More: the full row for PACCAR 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: 1,705 shares 1,705 $187K 0.07% new Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,705 shares; 2025Q4: 1,725 shares 1,725 $185K 0.07% +20 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,366 shares; 2024Q4: 8,616 shares; 2025Q1: 8,616 shares; 2025Q2: 8,991 shares; 2025Q3: 8,816 shares; 2025Q4: 8,216 shares 8,216 $183K 0.07% -600 Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 27 shares; 2025Q4: 25 shares 25 $182K 0.07% -2 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,295 shares; 2025Q2: 2,580 shares; 2025Q3: 2,580 shares; 2025Q4: 2,080 shares 2,080 $181K 0.07% -500 Timeline