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: 160,216 shares; 2024Q4: 154,900 shares; 2025Q1: 147,367 shares; 2025Q2: 1,565 shares; 2025Q3: 149,924 shares; 2025Q4: 127,657 shares 127,657 $23.8M 5.68% -22,267 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: 80,569 shares; 2024Q4: 81,305 shares; 2025Q1: 81,069 shares; 2025Q2: 2,801 shares; 2025Q3: 79,973 shares; 2025Q4: 77,814 shares 77,814 $21.2M 5.05% -2,159 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: 39,447 shares; 2024Q4: 40,043 shares; 2025Q1: 39,678 shares; 2025Q2: 1,279 shares; 2025Q3: 39,378 shares; 2025Q4: 38,521 shares 38,521 $18.6M 4.45% -857 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 117,456 shares; 2025Q2: not reported; 2025Q3: 266,776 shares; 2025Q4: 278,885 shares 278,885 $13.9M 3.32% +12,109 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: 79,762 shares; 2024Q4: 126,630 shares; 2025Q1: 147,396 shares; 2025Q2: not reported; 2025Q3: 196,339 shares; 2025Q4: 272,740 shares 272,740 $13.8M 3.29% +76,401 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: 56,707 shares; 2024Q4: 57,404 shares; 2025Q1: 57,442 shares; 2025Q2: 6,274 shares; 2025Q3: 57,979 shares; 2025Q4: 56,480 shares 56,480 $13M 3.11% -1,499 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: 40,658 shares; 2024Q4: 42,111 shares; 2025Q1: 41,489 shares; 2025Q2: not reported; 2025Q3: 40,995 shares; 2025Q4: 37,296 shares 37,296 $12M 2.87% -3,699 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: 42,092 shares; 2024Q4: 44,013 shares; 2025Q1: 44,838 shares; 2025Q2: 2,018 shares; 2025Q3: 45,098 shares; 2025Q4: 36,791 shares 36,791 $11.5M 2.76% -8,307 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: 108,796 shares; 2024Q4: 110,758 shares; 2025Q1: 107,822 shares; 2025Q2: not reported; 2025Q3: 107,479 shares; 2025Q4: 95,846 shares 95,846 $10.7M 2.55% -11,633 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: 18,164 shares; 2024Q4: 19,010 shares; 2025Q1: 18,828 shares; 2025Q2: not reported; 2025Q3: 18,861 shares; 2025Q4: 18,924 shares 18,924 $9.51M 2.27% +63 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: 57,814 shares; 2024Q4: 60,918 shares; 2025Q1: 61,246 shares; 2025Q2: not reported; 2025Q3: 61,452 shares; 2025Q4: 53,559 shares 53,559 $9.51M 2.27% -7,893 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 30,204 shares; 2025Q2: not reported; 2025Q3: 99,216 shares; 2025Q4: 216,388 shares 216,388 $9.21M 2.2% +117,172 Timeline GBIL 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: 2,152 shares; 2024Q4: 12,715 shares; 2025Q1: 18,712 shares; 2025Q2: not reported; 2025Q3: 45,256 shares; 2025Q4: 90,144 shares 90,144 $9.01M 2.15% +44,888 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: 24,470 shares; 2024Q4: 25,508 shares; 2025Q1: 25,344 shares; 2025Q2: not reported; 2025Q3: 25,083 shares; 2025Q4: 25,424 shares 25,424 $8.92M 2.13% +341 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: 5,812 shares; 2024Q4: 5,787 shares; 2025Q1: 6,002 shares; 2025Q2: not reported; 2025Q3: 6,950 shares; 2025Q4: 6,982 shares 6,982 $7.5M 1.79% +32 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: 14,814 shares; 2024Q4: 15,820 shares; 2025Q1: 15,785 shares; 2025Q2: not reported; 2025Q3: 15,717 shares; 2025Q4: 15,905 shares 15,905 $7.41M 1.77% +188 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: 21,536 shares; 2024Q4: 23,700 shares; 2025Q1: 24,732 shares; 2025Q2: not reported; 2025Q3: 25,478 shares; 2025Q4: 27,629 shares 27,629 $6.8M 1.62% +2,151 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: 28,433 shares; 2025Q2: not reported; 2025Q3: 29,089 shares; 2025Q4: 29,996 shares 29,996 $6.79M 1.62% +907 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: 27,788 shares; 2024Q4: 30,067 shares; 2025Q1: 31,276 shares; 2025Q2: not reported; 2025Q3: 31,791 shares; 2025Q4: 34,694 shares 34,694 $6.77M 1.62% +2,903 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,182 shares; 2024Q4: 30,549 shares; 2025Q1: 30,326 shares; 2025Q2: not reported; 2025Q3: 29,173 shares; 2025Q4: 30,849 shares 30,849 $6.54M 1.56% +1,676 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 124,018 shares; 2025Q2: not reported; 2025Q3: 133,163 shares; 2025Q4: 137,025 shares 137,025 $6.24M 1.49% +3,862 Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 74,119 shares; 2025Q2: not reported; 2025Q3: 77,347 shares; 2025Q4: 82,238 shares 82,238 $6.19M 1.48% +4,891 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: 646 shares; 2025Q1: 4,783 shares; 2025Q2: not reported; 2025Q3: 5,150 shares; 2025Q4: 5,703 shares 5,703 $6.1M 1.46% +553 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 919 shares; 2025Q1: 1,344 shares; 2025Q2: not reported; 2025Q3: 23,724 shares; 2025Q4: 24,766 shares 24,766 $5.6M 1.34% +1,042 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: 16,185 shares; 2024Q4: 15,602 shares; 2025Q1: 15,594 shares; 2025Q2: 1,334 shares; 2025Q3: 17,429 shares; 2025Q4: 17,358 shares 17,358 $5.43M 1.3% -71 Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,473 shares; 2025Q1: 2,473 shares; 2025Q2: not reported; 2025Q3: 2,473 shares; 2025Q4: 2,473 shares 2,473 $5.31M 1.27% 0 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: 10,333 shares; 2024Q4: 14,724 shares; 2025Q1: 15,715 shares; 2025Q2: not reported; 2025Q3: 22,685 shares; 2025Q4: 20,680 shares 20,680 $5.18M 1.24% -2,005 Timeline XME 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: 90,370 shares; 2024Q4: 85,263 shares; 2025Q1: 83,871 shares; 2025Q2: not reported; 2025Q3: 48,282 shares; 2025Q4: 48,968 shares 48,968 $5.07M 1.21% +686 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: 8,236 shares; 2024Q4: 8,236 shares; 2025Q1: 8,252 shares; 2025Q2: not reported; 2025Q3: 7,742 shares; 2025Q4: 7,668 shares 7,668 $4.39M 1.05% -74 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,882 shares; 2024Q4: 12,239 shares; 2025Q1: 18,880 shares; 2025Q2: not reported; 2025Q3: 13,818 shares; 2025Q4: 22,488 shares 22,488 $4.29M 1.02% +8,670 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: 13,980 shares; 2024Q4: 13,374 shares; 2025Q1: 13,271 shares; 2025Q2: not reported; 2025Q3: 12,043 shares; 2025Q4: 11,850 shares 11,850 $3.91M 0.93% -193 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: 18,117 shares; 2024Q4: 17,673 shares; 2025Q1: 18,102 shares; 2025Q2: not reported; 2025Q3: 18,511 shares; 2025Q4: 18,308 shares 18,308 $3.79M 0.9% -203 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: 6,778 shares; 2024Q4: 6,756 shares; 2025Q1: 6,595 shares; 2025Q2: 646 shares; 2025Q3: 5,802 shares; 2025Q4: 5,791 shares 5,791 $3.63M 0.87% -11 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: 54,570 shares; 2024Q4: 57,786 shares; 2025Q1: 58,989 shares; 2025Q2: not reported; 2025Q3: 24,861 shares; 2025Q4: 24,371 shares 24,371 $3.49M 0.83% -490 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: 25,267 shares; 2024Q4: 25,802 shares; 2025Q1: 25,813 shares; 2025Q2: not reported; 2025Q3: 25,727 shares; 2025Q4: 25,758 shares 25,758 $3.02M 0.72% +31 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: 5,975 shares; 2024Q4: 5,942 shares; 2025Q1: 5,636 shares; 2025Q2: 969 shares; 2025Q3: 3,972 shares; 2025Q4: 3,957 shares 3,957 $2.98M 0.71% -15 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,104 shares; 2024Q4: 4,959 shares; 2025Q1: 8,259 shares; 2025Q2: not reported; 2025Q3: 7,711 shares; 2025Q4: 7,701 shares 7,701 $2.67M 0.64% -10 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: 21,342 shares; 2024Q4: 20,634 shares; 2025Q1: 15,184 shares; 2025Q2: 15,437 shares; 2025Q3: 13,008 shares; 2025Q4: 13,135 shares 13,135 $2.61M 0.62% +127 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: 11,027 shares; 2024Q4: 11,224 shares; 2025Q1: 11,714 shares; 2025Q2: not reported; 2025Q3: 11,258 shares; 2025Q4: 11,148 shares 11,148 $2.55M 0.61% -110 Timeline SIL 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 33,134 shares; 2025Q4: 30,285 shares 30,285 $2.53M 0.6% -2,849 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 34,143 shares; 2025Q4: 33,322 shares 33,322 $2.42M 0.58% -821 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: 13,083 shares; 2024Q4: 14,280 shares; 2025Q1: 14,594 shares; 2025Q2: not reported; 2025Q3: 7,222 shares; 2025Q4: 7,109 shares 7,109 $2.38M 0.57% -113 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,943 shares; 2024Q4: 4,922 shares; 2025Q1: 4,638 shares; 2025Q2: not reported; 2025Q3: 4,056 shares; 2025Q4: 4,207 shares 4,207 $2.05M 0.49% +151 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,513 shares; 2024Q4: 41,524 shares; 2025Q1: 41,053 shares; 2025Q2: not reported; 2025Q3: 40,129 shares; 2025Q4: 39,767 shares 39,767 $1.96M 0.47% -362 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: 3,816 shares; 2024Q4: 4,624 shares; 2025Q1: 5,466 shares; 2025Q2: 1,005 shares; 2025Q3: 6,198 shares; 2025Q4: 4,838 shares 4,838 $1.92M 0.46% -1,360 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: 21,742 shares; 2024Q4: 15,676 shares; 2025Q1: 15,988 shares; 2025Q2: 4,781 shares; 2025Q3: 15,351 shares; 2025Q4: 15,105 shares 15,105 $1.82M 0.43% -246 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,143 shares; 2025Q2: not reported; 2025Q3: 9,557 shares; 2025Q4: 9,557 shares 9,557 $1.76M 0.42% 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: 20,449 shares; 2025Q1: 30,705 shares; 2025Q2: not reported; 2025Q3: 20,522 shares; 2025Q4: 20,460 shares 20,460 $1.75M 0.42% -62 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,805 shares; 2024Q4: 8,673 shares; 2025Q1: 8,401 shares; 2025Q2: not reported; 2025Q3: 7,701 shares; 2025Q4: 7,918 shares 7,918 $1.74M 0.42% +217 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: 12,406 shares; 2024Q4: 11,122 shares; 2025Q1: 10,739 shares; 2025Q2: not reported; 2025Q3: 10,892 shares; 2025Q4: 11,400 shares 11,400 $1.74M 0.41% +508 Timeline COPX 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: 17,647 shares; 2024Q4: 13,672 shares; 2025Q1: 11,722 shares; 2025Q2: not reported; 2025Q3: 4,917 shares; 2025Q4: 24,105 shares 24,105 $1.73M 0.41% +19,188 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,073 shares; 2024Q4: 25,942 shares; 2025Q1: 35,761 shares; 2025Q2: not reported; 2025Q3: 34,850 shares; 2025Q4: 34,790 shares 34,790 $1.73M 0.41% -60 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,526 shares; 2024Q4: 2,595 shares; 2025Q1: 2,605 shares; 2025Q2: 2,842 shares; 2025Q3: 2,518 shares; 2025Q4: 2,467 shares 2,467 $1.69M 0.4% -51 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: 53,281 shares; 2024Q4: 62,666 shares; 2025Q1: 68,057 shares; 2025Q2: not reported; 2025Q3: 40,283 shares; 2025Q4: 35,031 shares 35,031 $1.65M 0.39% -5,252 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: 6,163 shares; 2024Q4: 5,998 shares; 2025Q1: 5,936 shares; 2025Q2: not reported; 2025Q3: 5,588 shares; 2025Q4: 5,529 shares 5,529 $1.64M 0.39% -59 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: 39,368 shares; 2024Q4: 11,600 shares; 2025Q1: 11,653 shares; 2025Q2: not reported; 2025Q3: 11,272 shares; 2025Q4: 10,815 shares 10,815 $1.55M 0.37% -457 Timeline FNB F N B CORP More: the full row for F N B CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,855 shares; 2024Q4: 89,609 shares; 2025Q1: 89,609 shares; 2025Q2: not reported; 2025Q3: 89,609 shares; 2025Q4: 89,609 shares 89,609 $1.53M 0.37% 0 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,812 shares; 2024Q4: 25,016 shares; 2025Q1: 26,093 shares; 2025Q2: not reported; 2025Q3: 28,130 shares; 2025Q4: 27,355 shares 27,355 $1.5M 0.36% -775 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,935 shares; 2024Q4: 8,235 shares; 2025Q1: 8,735 shares; 2025Q2: not reported; 2025Q3: 8,735 shares; 2025Q4: 8,485 shares 8,485 $1.45M 0.35% -250 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,229 shares; 2024Q4: 10,309 shares; 2025Q1: 9,725 shares; 2025Q2: not reported; 2025Q3: 9,084 shares; 2025Q4: 9,092 shares 9,092 $1.3M 0.31% +8 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,644 shares; 2024Q4: 4,466 shares; 2025Q1: 4,387 shares; 2025Q2: not reported; 2025Q3: 4,241 shares; 2025Q4: 4,145 shares 4,145 $1.27M 0.3% -96 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: not reported; 2024Q4: 4,164 shares; 2025Q1: 4,164 shares; 2025Q2: not reported; 2025Q3: 4,164 shares; 2025Q4: 4,251 shares 4,251 $1.23M 0.29% +87 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,626 shares; 2024Q4: 82,833 shares; 2025Q1: 68,621 shares; 2025Q2: not reported; 2025Q3: 100,350 shares; 2025Q4: 24,799 shares 24,799 $1.23M 0.29% -75,551 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: 17,966 shares; 2024Q4: 16,392 shares; 2025Q1: 16,717 shares; 2025Q2: not reported; 2025Q3: 15,760 shares; 2025Q4: 15,388 shares 15,388 $1.19M 0.28% -372 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: 5,575 shares; 2024Q4: 6,954 shares; 2025Q1: 6,505 shares; 2025Q2: not reported; 2025Q3: 5,010 shares; 2025Q4: 5,010 shares 5,010 $1.17M 0.28% 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: 12,764 shares; 2024Q4: 12,765 shares; 2025Q1: 16,679 shares; 2025Q2: not reported; 2025Q3: 16,674 shares; 2025Q4: 16,676 shares 16,676 $1.17M 0.28% +2 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,064 shares; 2024Q4: 22,228 shares; 2025Q1: 22,229 shares; 2025Q2: not reported; 2025Q3: 22,329 shares; 2025Q4: 19,441 shares 19,441 $1.14M 0.27% -2,888 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26,660 shares 26,660 $1.14M 0.27% new 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: 2,655 shares; 2024Q4: 5,371 shares; 2025Q1: 3,852 shares; 2025Q2: not reported; 2025Q3: 3,502 shares; 2025Q4: 3,105 shares 3,105 $1.02M 0.24% -397 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: 11,338 shares; 2024Q4: 11,358 shares; 2025Q1: 11,377 shares; 2025Q2: not reported; 2025Q3: 11,407 shares; 2025Q4: 11,528 shares 11,528 $1.01M 0.24% +121 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: 33,514 shares; 2024Q4: 15,136 shares; 2025Q1: 14,227 shares; 2025Q2: 18,732 shares; 2025Q3: 11,041 shares; 2025Q4: 21,830 shares 21,830 $976K 0.23% +10,789 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: 11,832 shares; 2024Q4: 11,282 shares; 2025Q1: 11,091 shares; 2025Q2: not reported; 2025Q3: 11,071 shares; 2025Q4: 12,012 shares 12,012 $964K 0.23% +941 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: 19,829 shares; 2024Q4: 19,712 shares; 2025Q1: 26,318 shares; 2025Q2: not reported; 2025Q3: 26,323 shares; 2025Q4: 25,981 shares 25,981 $942K 0.22% -342 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: not reported; 2024Q4: 835 shares; 2025Q1: 1,258 shares; 2025Q2: not reported; 2025Q3: 1,410 shares; 2025Q4: 1,415 shares 1,415 $934K 0.22% +5 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: 8,263 shares; 2024Q4: 8,171 shares; 2025Q1: 8,128 shares; 2025Q2: not reported; 2025Q3: 7,982 shares; 2025Q4: 7,815 shares 7,815 $901K 0.22% -167 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: 36,417 shares; 2024Q4: 34,939 shares; 2025Q1: 36,776 shares; 2025Q2: not reported; 2025Q3: 36,803 shares; 2025Q4: 36,275 shares 36,275 $901K 0.22% -528 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: 7,276 shares; 2024Q4: 7,161 shares; 2025Q1: 7,505 shares; 2025Q2: not reported; 2025Q3: 7,577 shares; 2025Q4: 7,712 shares 7,712 $895K 0.21% +135 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: 5,911 shares; 2024Q4: 5,740 shares; 2025Q1: 5,740 shares; 2025Q2: not reported; 2025Q3: 5,533 shares; 2025Q4: 5,550 shares 5,550 $890K 0.21% +17 Timeline HELO 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: 11,400 shares; 2025Q1: 11,400 shares; 2025Q2: not reported; 2025Q3: 13,254 shares; 2025Q4: 13,254 shares 13,254 $880K 0.21% 0 Timeline FCNCB FIRST CITIZENS BKCSHARES CL-B More: the full row for FIRST CITIZENS BKCSHARES CL-B 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: 500 shares; 2025Q4: 500 shares 500 $880K 0.21% 0 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: 6,842 shares; 2024Q4: 6,657 shares; 2025Q1: 6,609 shares; 2025Q2: not reported; 2025Q3: 6,631 shares; 2025Q4: 6,621 shares 6,621 $879K 0.21% -10 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: 5,946 shares; 2024Q4: 5,403 shares; 2025Q1: 5,393 shares; 2025Q2: not reported; 2025Q3: 4,881 shares; 2025Q4: 4,702 shares 4,702 $862K 0.21% -179 Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,045 shares; 2025Q1: 17,045 shares; 2025Q2: not reported; 2025Q3: 16,445 shares; 2025Q4: 11,696 shares 11,696 $839K 0.2% -4,749 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: 8,902 shares; 2024Q4: 9,900 shares; 2025Q1: 14,815 shares; 2025Q2: not reported; 2025Q3: 14,927 shares; 2025Q4: 14,520 shares 14,520 $837K 0.2% -407 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: 969 shares; 2024Q4: 967 shares; 2025Q1: 956 shares; 2025Q2: 266 shares; 2025Q3: 974 shares; 2025Q4: 935 shares 935 $806K 0.19% -39 Timeline VXF 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: 4,073 shares; 2024Q4: 4,067 shares; 2025Q1: 3,912 shares; 2025Q2: not reported; 2025Q3: 3,621 shares; 2025Q4: 3,818 shares 3,818 $798K 0.19% +197 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: 8,774 shares; 2024Q4: 8,570 shares; 2025Q1: 8,656 shares; 2025Q2: not reported; 2025Q3: 8,637 shares; 2025Q4: 8,527 shares 8,527 $795K 0.19% -110 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: 8,375 shares; 2024Q4: 8,375 shares; 2025Q1: 8,375 shares; 2025Q2: not reported; 2025Q3: 8,375 shares; 2025Q4: 8,375 shares 8,375 $789K 0.19% 0 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,524 shares; 2024Q4: 2,519 shares; 2025Q1: 2,492 shares; 2025Q2: not reported; 2025Q3: 2,476 shares; 2025Q4: 2,465 shares 2,465 $776K 0.19% -11 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: 15,649 shares; 2024Q4: 13,540 shares; 2025Q1: 11,754 shares; 2025Q2: not reported; 2025Q3: 7,439 shares; 2025Q4: 7,263 shares 7,263 $764K 0.18% -176 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,642 shares; 2024Q4: 4,902 shares; 2025Q1: 4,903 shares; 2025Q2: not reported; 2025Q3: 4,603 shares; 2025Q4: 4,604 shares 4,604 $749K 0.18% +1 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: 2,025 shares; 2024Q4: 1,992 shares; 2025Q1: 1,934 shares; 2025Q2: not reported; 2025Q3: 2,027 shares; 2025Q4: 2,147 shares 2,147 $739K 0.18% +120 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: 6,953 shares; 2024Q4: 5,962 shares; 2025Q1: 5,880 shares; 2025Q2: not reported; 2025Q3: 5,685 shares; 2025Q4: 5,666 shares 5,666 $710K 0.17% -19 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: 20,614 shares; 2024Q4: 18,703 shares; 2025Q1: 19,833 shares; 2025Q2: not reported; 2025Q3: 19,488 shares; 2025Q4: 16,964 shares 16,964 $691K 0.16% -2,524 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: 3,818 shares; 2024Q4: 3,762 shares; 2025Q1: 3,607 shares; 2025Q2: not reported; 2025Q3: 3,223 shares; 2025Q4: 3,065 shares 3,065 $673K 0.16% -158 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,803 shares; 2024Q4: 2,490 shares; 2025Q1: 2,457 shares; 2025Q2: not reported; 2025Q3: 1,748 shares; 2025Q4: 1,702 shares 1,702 $670K 0.16% -46 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: 2,943 shares; 2024Q4: 2,796 shares; 2025Q1: 2,727 shares; 2025Q2: not reported; 2025Q3: 2,606 shares; 2025Q4: 2,492 shares 2,492 $641K 0.15% -114 Timeline JMST 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: 11,600 shares; 2025Q1: 11,600 shares; 2025Q2: not reported; 2025Q3: 12,600 shares; 2025Q4: 12,580 shares 12,580 $641K 0.15% -20 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: not reported; 2024Q4: 2,537 shares; 2025Q1: 2,432 shares; 2025Q2: not reported; 2025Q3: 2,350 shares; 2025Q4: 2,761 shares 2,761 $639K 0.15% +411 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,568 shares; 2024Q4: 1,688 shares; 2025Q1: 1,704 shares; 2025Q2: not reported; 2025Q3: 1,402 shares; 2025Q4: 1,423 shares 1,423 $633K 0.15% +21 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: 6,011 shares; 2024Q4: 5,557 shares; 2025Q1: 5,404 shares; 2025Q2: not reported; 2025Q3: 5,063 shares; 2025Q4: 4,786 shares 4,786 $618K 0.15% -277 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,364 shares; 2024Q4: 12,863 shares; 2025Q1: 11,603 shares; 2025Q2: 84,357 shares; 2025Q3: 10,214 shares; 2025Q4: 10,245 shares 10,245 $586K 0.14% +31 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: not reported; 2024Q4: 4,620 shares; 2025Q1: 4,498 shares; 2025Q2: not reported; 2025Q3: 4,286 shares; 2025Q4: 5,278 shares 5,278 $582K 0.14% +992 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: 20,082 shares; 2024Q4: 21,711 shares; 2025Q1: 2,155 shares; 2025Q2: not reported; 2025Q3: 1,891 shares; 2025Q4: 1,628 shares 1,628 $548K 0.13% -263 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,623 shares; 2024Q4: 7,223 shares; 2025Q1: 6,321 shares; 2025Q2: 33,296 shares; 2025Q3: 5,597 shares; 2025Q4: 5,429 shares 5,429 $542K 0.13% -168 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS 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: 7,000 shares; 2025Q2: not reported; 2025Q3: 7,000 shares; 2025Q4: 7,000 shares 7,000 $542K 0.13% 0 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,186 shares; 2024Q4: 4,696 shares; 2025Q1: 4,537 shares; 2025Q2: not reported; 2025Q3: 4,567 shares; 2025Q4: 4,329 shares 4,329 $531K 0.13% -238 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,251 shares; 2024Q4: 10,301 shares; 2025Q1: 10,301 shares; 2025Q2: not reported; 2025Q3: 10,301 shares; 2025Q4: 10,301 shares 10,301 $493K 0.12% 0 Timeline IEO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,364 shares; 2024Q4: 6,690 shares; 2025Q1: 6,690 shares; 2025Q2: not reported; 2025Q3: 5,465 shares; 2025Q4: 5,465 shares 5,465 $488K 0.12% 0 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,340 shares; 2025Q1: 2,269 shares; 2025Q2: not reported; 2025Q3: 2,114 shares; 2025Q4: 2,002 shares 2,002 $483K 0.12% -112 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,335 shares; 2024Q4: 6,151 shares; 2025Q1: 6,085 shares; 2025Q2: not reported; 2025Q3: 6,185 shares; 2025Q4: 5,658 shares 5,658 $476K 0.11% -527 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,369 shares; 2024Q4: 1,006 shares; 2025Q1: 831 shares; 2025Q2: not reported; 2025Q3: 786 shares; 2025Q4: 786 shares 786 $476K 0.11% 0 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,953 shares; 2024Q4: 4,525 shares; 2025Q1: 4,539 shares; 2025Q2: not reported; 2025Q3: 4,550 shares; 2025Q4: 3,955 shares 3,955 $462K 0.11% -595 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,937 shares; 2024Q4: 15,944 shares; 2025Q1: 7,585 shares; 2025Q2: not reported; 2025Q3: 6,196 shares; 2025Q4: 6,204 shares 6,204 $460K 0.11% +8 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,866 shares; 2024Q4: 8,721 shares; 2025Q1: 8,916 shares; 2025Q2: not reported; 2025Q3: 4,755 shares; 2025Q4: 5,872 shares 5,872 $443K 0.11% +1,117 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: not reported; 2024Q4: 4,995 shares; 2025Q1: 4,995 shares; 2025Q2: not reported; 2025Q3: 4,995 shares; 2025Q4: 4,995 shares 4,995 $437K 0.1% 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: 865 shares; 2024Q4: 838 shares; 2025Q1: 803 shares; 2025Q2: not reported; 2025Q3: 901 shares; 2025Q4: 657 shares 657 $435K 0.1% -244 Timeline WAL WESTERN ALLIANCE BANCORP More: the full row for WESTERN ALLIANCE BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,235 shares; 2024Q4: 7,235 shares; 2025Q1: 7,070 shares; 2025Q2: not reported; 2025Q3: 5,970 shares; 2025Q4: 5,125 shares 5,125 $431K 0.1% -845 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: 3,877 shares; 2025Q1: 3,797 shares; 2025Q2: 20,338 shares; 2025Q3: 3,493 shares; 2025Q4: 3,493 shares 3,493 $431K 0.1% 0 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,484 shares; 2025Q1: 4,442 shares; 2025Q2: not reported; 2025Q3: 4,375 shares; 2025Q4: 4,217 shares 4,217 $421K 0.1% -158 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,800 shares; 2025Q1: 1,800 shares; 2025Q2: not reported; 2025Q3: 1,800 shares; 2025Q4: 2,300 shares 2,300 $419K 0.1% +500 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,723 shares; 2025Q1: 2,723 shares; 2025Q2: not reported; 2025Q3: 2,723 shares; 2025Q4: 2,707 shares 2,707 $417K 0.1% -16 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: 2,007 shares; 2024Q4: 1,729 shares; 2025Q1: 1,702 shares; 2025Q2: not reported; 2025Q3: 1,785 shares; 2025Q4: 1,690 shares 1,690 $416K 0.1% -95 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: not reported; 2024Q4: 873 shares; 2025Q1: 873 shares; 2025Q2: not reported; 2025Q3: 874 shares; 2025Q4: 874 shares 874 $414K 0.1% 0 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,203 shares; 2024Q4: 5,986 shares; 2025Q1: 6,211 shares; 2025Q2: not reported; 2025Q3: 6,389 shares; 2025Q4: 6,105 shares 6,105 $409K 0.1% -284 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: not reported; 2024Q4: 2,383 shares; 2025Q1: 2,383 shares; 2025Q2: not reported; 2025Q3: 2,383 shares; 2025Q4: 2,383 shares 2,383 $408K 0.1% 0 Timeline XSD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,295 shares; 2025Q1: 1,295 shares; 2025Q2: not reported; 2025Q3: 1,302 shares; 2025Q4: 1,244 shares 1,244 $400K 0.1% -58 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,200 shares; 2025Q1: 2,200 shares; 2025Q2: not reported; 2025Q3: 2,200 shares; 2025Q4: 2,200 shares 2,200 $397K 0.09% 0 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,395 shares; 2024Q4: 1,825 shares; 2025Q1: 1,649 shares; 2025Q2: not reported; 2025Q3: 1,413 shares; 2025Q4: 1,363 shares 1,363 $392K 0.09% -50 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: 4,139 shares; 2024Q4: 3,991 shares; 2025Q1: 3,979 shares; 2025Q2: not reported; 2025Q3: 3,947 shares; 2025Q4: 3,880 shares 3,880 $391K 0.09% -67 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,007 shares; 2025Q4: 1,048 shares 1,048 $388K 0.09% +41 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,622 shares; 2024Q4: 2,434 shares; 2025Q1: 2,571 shares; 2025Q2: not reported; 2025Q3: 2,552 shares; 2025Q4: 2,398 shares 2,398 $384K 0.09% -154 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: 7,706 shares; 2024Q4: 6,452 shares; 2025Q1: 6,455 shares; 2025Q2: 79,297 shares; 2025Q3: 6,138 shares; 2025Q4: 5,752 shares 5,752 $380K 0.09% -386 Timeline SNV SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL 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: 7,500 shares; 2025Q2: not reported; 2025Q3: 7,500 shares; 2025Q4: 7,500 shares 7,500 $375K 0.09% 0 Timeline HRB BLOCK H & R INC More: the full row for BLOCK H & R INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,581 shares; 2024Q4: 8,581 shares; 2025Q1: 8,581 shares; 2025Q2: not reported; 2025Q3: 8,581 shares; 2025Q4: 8,581 shares 8,581 $374K 0.09% 0 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,878 shares; 2025Q1: 1,873 shares; 2025Q2: not reported; 2025Q3: 1,840 shares; 2025Q4: 1,792 shares 1,792 $374K 0.09% -48 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,310 shares; 2024Q4: 6,310 shares; 2025Q1: 6,895 shares; 2025Q2: not reported; 2025Q3: 5,662 shares; 2025Q4: 5,014 shares 5,014 $369K 0.09% -648 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: 2,315 shares; 2024Q4: 4,680 shares; 2025Q1: 4,548 shares; 2025Q2: not reported; 2025Q3: 2,162 shares; 2025Q4: 1,962 shares 1,962 $361K 0.09% -200 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,541 shares; 2024Q4: 4,361 shares; 2025Q1: 4,361 shares; 2025Q2: not reported; 2025Q3: 4,089 shares; 2025Q4: 5,741 shares 5,741 $359K 0.09% +1,652 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,129 shares; 2024Q4: 4,405 shares; 2025Q1: 4,506 shares; 2025Q2: not reported; 2025Q3: 4,844 shares; 2025Q4: 4,844 shares 4,844 $357K 0.09% 0 Timeline SMH 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: 5,778 shares; 2024Q4: 2,367 shares; 2025Q1: 1,357 shares; 2025Q2: not reported; 2025Q3: 902 shares; 2025Q4: 991 shares 991 $357K 0.09% +89 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,027 shares; 2025Q1: 1,994 shares; 2025Q2: not reported; 2025Q3: 1,936 shares; 2025Q4: 1,814 shares 1,814 $354K 0.08% -122 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: 21,201 shares; 2024Q4: 2,552 shares; 2025Q1: 2,575 shares; 2025Q2: not reported; 2025Q3: 1,277 shares; 2025Q4: 1,220 shares 1,220 $348K 0.08% -57 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: not reported; 2024Q4: 1,286 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,331 shares; 2025Q4: 1,331 shares 1,331 $342K 0.08% 0 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,035 shares; 2025Q2: not reported; 2025Q3: 1,043 shares; 2025Q4: 965 shares 965 $341K 0.08% -78 Timeline AA ALCOA CORP More: the full row for ALCOA 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: 6,367 shares 6,367 $338K 0.08% new 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: 18,219 shares; 2024Q4: 20,036 shares; 2025Q1: 997 shares; 2025Q2: not reported; 2025Q3: 988 shares; 2025Q4: 861 shares 861 $335K 0.08% -127 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: not reported; 2024Q4: 5,536 shares; 2025Q1: 5,536 shares; 2025Q2: not reported; 2025Q3: 5,536 shares; 2025Q4: 5,536 shares 5,536 $333K 0.08% 0 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,413 shares; 2025Q1: 3,348 shares; 2025Q2: not reported; 2025Q3: 3,214 shares; 2025Q4: 3,214 shares 3,214 $329K 0.08% 0 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,466 shares; 2024Q4: 3,546 shares; 2025Q1: 3,297 shares; 2025Q2: not reported; 2025Q3: 2,186 shares; 2025Q4: 2,186 shares 2,186 $329K 0.08% 0 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,910 shares; 2024Q4: 9,377 shares; 2025Q1: 11,423 shares; 2025Q2: not reported; 2025Q3: 13,110 shares; 2025Q4: 13,089 shares 13,089 $326K 0.08% -21 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,605 shares; 2024Q4: 2,605 shares; 2025Q1: 2,605 shares; 2025Q2: not reported; 2025Q3: 2,605 shares; 2025Q4: 3,205 shares 3,205 $318K 0.08% +600 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,823 shares; 2024Q4: 4,169 shares; 2025Q1: 4,326 shares; 2025Q2: not reported; 2025Q3: 4,605 shares; 2025Q4: 4,121 shares 4,121 $303K 0.07% -484 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: not reported; 2025Q3: not reported; 2025Q4: 1,241 shares 1,241 $301K 0.07% new Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,419 shares; 2025Q1: 1,419 shares; 2025Q2: not reported; 2025Q3: 1,376 shares; 2025Q4: 1,299 shares 1,299 $299K 0.07% -77 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: not reported; 2024Q4: 1,079 shares; 2025Q1: 1,057 shares; 2025Q2: not reported; 2025Q3: 1,031 shares; 2025Q4: 971 shares 971 $299K 0.07% -60 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,273 shares; 2025Q1: 3,286 shares; 2025Q2: not reported; 2025Q3: 3,274 shares; 2025Q4: 3,188 shares 3,188 $298K 0.07% -86 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: 5,435 shares; 2024Q4: 4,439 shares; 2025Q1: 4,854 shares; 2025Q2: not reported; 2025Q3: 4,007 shares; 2025Q4: 3,635 shares 3,635 $296K 0.07% -372 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: not reported; 2024Q4: 5,042 shares; 2025Q1: 5,042 shares; 2025Q2: not reported; 2025Q3: 5,485 shares; 2025Q4: 5,467 shares 5,467 $295K 0.07% -18 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: not reported; 2024Q4: 1,051 shares; 2025Q1: 1,051 shares; 2025Q2: not reported; 2025Q3: 1,051 shares; 2025Q4: 1,008 shares 1,008 $291K 0.07% -43 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: 1,419 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,477 shares; 2025Q4: 1,478 shares 1,478 $288K 0.07% +1 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: not reported; 2024Q4: 471 shares; 2025Q1: 471 shares; 2025Q2: not reported; 2025Q3: 483 shares; 2025Q4: 483 shares 483 $276K 0.07% 0 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: 2,530 shares; 2024Q4: 2,457 shares; 2025Q1: 2,398 shares; 2025Q2: not reported; 2025Q3: 2,327 shares; 2025Q4: 2,217 shares 2,217 $273K 0.07% -110 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,949 shares; 2024Q4: 14,050 shares; 2025Q1: 13,580 shares; 2025Q2: not reported; 2025Q3: 3,179 shares; 2025Q4: 3,179 shares 3,179 $270K 0.06% 0 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 482 shares; 2025Q1: 482 shares; 2025Q2: not reported; 2025Q3: 482 shares; 2025Q4: 473 shares 473 $270K 0.06% -9 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: 1,478 shares; 2025Q1: 1,461 shares; 2025Q2: 9,801 shares; 2025Q3: 1,344 shares; 2025Q4: 1,252 shares 1,252 $266K 0.06% -92 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: 11,926 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,583 shares; 2025Q4: 7,183 shares 7,183 $265K 0.06% -400 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,708 shares; 2024Q4: 3,782 shares; 2025Q1: 3,797 shares; 2025Q2: not reported; 2025Q3: 3,608 shares; 2025Q4: 2,506 shares 2,506 $263K 0.06% -1,102 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,598 shares; 2025Q1: 3,612 shares; 2025Q2: not reported; 2025Q3: 3,612 shares; 2025Q4: 3,603 shares 3,603 $261K 0.06% -9 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,530 shares; 2024Q4: 1,482 shares; 2025Q1: 1,549 shares; 2025Q2: not reported; 2025Q3: 1,608 shares; 2025Q4: 1,504 shares 1,504 $261K 0.06% -104 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,149 shares; 2025Q1: 2,149 shares; 2025Q2: not reported; 2025Q3: 2,142 shares; 2025Q4: 2,000 shares 2,000 $260K 0.06% -142 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,067 shares; 2024Q4: 1,978 shares; 2025Q1: 1,918 shares; 2025Q2: not reported; 2025Q3: 1,617 shares; 2025Q4: 1,398 shares 1,398 $259K 0.06% -219 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: not reported; 2024Q4: 4,307 shares; 2025Q1: 4,781 shares; 2025Q2: not reported; 2025Q3: 5,253 shares; 2025Q4: 4,761 shares 4,761 $256K 0.06% -492 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: not reported; 2024Q4: 1,022 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 945 shares; 2025Q4: 943 shares 943 $256K 0.06% -2 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,093 shares; 2025Q4: 1,116 shares 1,116 $255K 0.06% +23 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,706 shares; 2024Q4: 2,739 shares; 2025Q1: 2,741 shares; 2025Q2: not reported; 2025Q3: 1,665 shares; 2025Q4: 1,665 shares 1,665 $248K 0.06% 0 Timeline NCIQ HASHDEX NASDAQ CME CRYPTO More: the full row for HASHDEX NASDAQ CME CRYPTO 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: 10,838 shares; 2025Q4: 10,838 shares 10,838 $246K 0.06% 0 Timeline IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,484 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,484 shares; 2025Q4: 5,484 shares 5,484 $246K 0.06% 0 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,846 shares; 2024Q4: 858 shares; 2025Q1: 886 shares; 2025Q2: not reported; 2025Q3: 975 shares; 2025Q4: 894 shares 894 $246K 0.06% -81 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,335 shares; 2025Q4: 4,935 shares 4,935 $245K 0.06% +600 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: 2,139 shares; 2024Q4: 2,166 shares; 2025Q1: 1,372 shares; 2025Q2: not reported; 2025Q3: 806 shares; 2025Q4: 806 shares 806 $245K 0.06% 0 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,022 shares; 2025Q2: not reported; 2025Q3: 7,022 shares; 2025Q4: 7,022 shares 7,022 $244K 0.06% 0 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,582 shares; 2024Q4: 4,286 shares; 2025Q1: 1,576 shares; 2025Q2: not reported; 2025Q3: 1,262 shares; 2025Q4: 1,148 shares 1,148 $243K 0.06% -114 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: 1,063 shares; 2025Q4: 1,067 shares 1,067 $243K 0.06% +4 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: not reported; 2024Q4: 1,394 shares; 2025Q1: 1,394 shares; 2025Q2: not reported; 2025Q3: 1,470 shares; 2025Q4: 1,482 shares 1,482 $240K 0.06% +12 Timeline ABBNY ABB LTD-SPON ADR More: the full row for ABB LTD-SPON ADR 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: 3,242 shares; 2025Q4: 3,242 shares 3,242 $240K 0.06% 0 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: 14,320 shares; 2024Q4: 9,071 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,105 shares 1,105 $237K 0.06% new Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,193 shares; 2024Q4: 16,468 shares; 2025Q1: 8,442 shares; 2025Q2: not reported; 2025Q3: 7,869 shares; 2025Q4: 7,912 shares 7,912 $236K 0.06% +43 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,490 shares; 2024Q4: 944 shares; 2025Q1: 944 shares; 2025Q2: not reported; 2025Q3: 799 shares; 2025Q4: 799 shares 799 $232K 0.06% 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: not reported; 2024Q4: 998 shares; 2025Q1: 999 shares; 2025Q2: not reported; 2025Q3: 917 shares; 2025Q4: 916 shares 916 $230K 0.05% -1 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,411 shares; 2024Q4: 1,966 shares; 2025Q1: 1,849 shares; 2025Q2: not reported; 2025Q3: 1,404 shares; 2025Q4: 1,404 shares 1,404 $229K 0.05% 0 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: not reported; 2024Q4: 1,683 shares; 2025Q1: 1,963 shares; 2025Q2: not reported; 2025Q3: 1,828 shares; 2025Q4: 1,585 shares 1,585 $228K 0.05% -243 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: 981 shares; 2024Q4: 926 shares; 2025Q1: 903 shares; 2025Q2: not reported; 2025Q3: 864 shares; 2025Q4: 840 shares 840 $225K 0.05% -24 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: not reported; 2025Q4: 3,490 shares 3,490 $225K 0.05% new 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: not reported; 2024Q4: 1,375 shares; 2025Q1: 1,376 shares; 2025Q2: 17,779 shares; 2025Q3: 1,284 shares; 2025Q4: 1,172 shares 1,172 $225K 0.05% -112 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: 58,126 shares; 2024Q4: 63,831 shares; 2025Q1: 65,967 shares; 2025Q2: not reported; 2025Q3: 3,210 shares; 2025Q4: 2,838 shares 2,838 $224K 0.05% -372 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: not reported; 2024Q4: 618 shares; 2025Q1: 618 shares; 2025Q2: not reported; 2025Q3: 636 shares; 2025Q4: 636 shares 636 $224K 0.05% 0 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY 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: 1,380 shares; 2025Q4: 1,380 shares 1,380 $222K 0.05% 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: not reported; 2024Q4: 2,387 shares; 2025Q1: 2,437 shares; 2025Q2: not reported; 2025Q3: 3,417 shares; 2025Q4: 3,417 shares 3,417 $218K 0.05% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 692 shares 692 $216K 0.05% new Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,293 shares 3,293 $215K 0.05% new Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,359 shares 4,359 $214K 0.05% new 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: 3,123 shares; 2025Q2: not reported; 2025Q3: 3,062 shares; 2025Q4: 3,013 shares 3,013 $211K 0.05% -49 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,510 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,510 shares 3,510 $211K 0.05% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 661 shares 661 $211K 0.05% new 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: not reported; 2024Q4: 1,146 shares; 2025Q1: 1,156 shares; 2025Q2: not reported; 2025Q3: 707 shares; 2025Q4: 711 shares 711 $209K 0.05% +4 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: not reported; 2024Q4: 1,186 shares; 2025Q1: 1,196 shares; 2025Q2: not reported; 2025Q3: 1,206 shares; 2025Q4: 1,202 shares 1,202 $209K 0.05% -4 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 759 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 690 shares; 2025Q4: 690 shares 690 $206K 0.05% 0 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: 4,213 shares; 2024Q4: 2,563 shares; 2025Q1: 2,355 shares; 2025Q2: not reported; 2025Q3: 2,074 shares; 2025Q4: 1,867 shares 1,867 $206K 0.05% -207 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,121 shares 2,121 $203K 0.05% new Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 44,398 shares; 2025Q4: 3,973 shares 3,973 $202K 0.05% -40,425 Timeline TKNO ALPHA TEKNOVA INC More: the full row for ALPHA TEKNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 43,550 shares; 2025Q1: 133,088 shares; 2025Q2: not reported; 2025Q3: 156,529 shares; 2025Q4: 48,803 shares 48,803 $185K 0.04% -107,726 Timeline NB NIOCORP DEVS LTD More: the full row for NIOCORP DEVS 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: not reported; 2025Q4: 10,000 shares 10,000 $53K 0.01% new Timeline STIM NEURONETICS INC More: the full row for NEURONETICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,000 shares; 2025Q1: 72,977 shares; 2025Q2: not reported; 2025Q3: 138,485 shares; 2025Q4: 36,437 shares 36,437 $50.3K 0.01% -102,048 Timeline