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: 253,950 shares; 2024Q4: 249,639 shares; 2025Q1: 263,760 shares; 2025Q2: 254,442 shares; 2025Q3: 255,588 shares; 2025Q4: 233,818 shares 233,818 $73.6M 6.15% -21,770 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,512 shares; 2024Q4: 60,754 shares; 2025Q1: 62,451 shares; 2025Q2: 65,039 shares; 2025Q3: 65,619 shares; 2025Q4: 61,040 shares 61,040 $37.5M 3.13% -4,579 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: 359,435 shares; 2024Q4: 425,403 shares; 2025Q1: 451,306 shares; 2025Q2: 447,232 shares; 2025Q3: 451,490 shares; 2025Q4: 407,611 shares 407,611 $30.2M 2.52% -43,879 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: 83,637 shares; 2024Q4: 81,451 shares; 2025Q1: 79,210 shares; 2025Q2: 78,565 shares; 2025Q3: 96,807 shares; 2025Q4: 155,511 shares 155,511 $29M 2.42% +58,704 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: 348,707 shares; 2024Q4: 344,194 shares; 2025Q1: 366,990 shares; 2025Q2: 369,846 shares; 2025Q3: 388,403 shares; 2025Q4: 366,550 shares 366,550 $22.9M 1.91% -21,853 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: 262,277 shares; 2024Q4: 815,335 shares; 2025Q1: 839,437 shares; 2025Q2: 868,268 shares; 2025Q3: 876,688 shares; 2025Q4: 813,474 shares 813,474 $21.9M 1.83% -63,214 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: 77,894 shares; 2024Q4: 76,674 shares; 2025Q1: 81,138 shares; 2025Q2: 80,339 shares; 2025Q3: 80,709 shares; 2025Q4: 73,977 shares 73,977 $21.5M 1.79% -6,732 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: 6,477 shares; 2024Q4: 106 shares; 2025Q1: 20,565 shares; 2025Q2: 25,781 shares; 2025Q3: 31,272 shares; 2025Q4: 61,047 shares 61,047 $21.1M 1.76% +29,775 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,023 shares; 2024Q4: 73,766 shares; 2025Q1: 75,824 shares; 2025Q2: 78,957 shares; 2025Q3: 79,656 shares; 2025Q4: 73,920 shares 73,920 $18.7M 1.56% -5,736 Timeline PRN 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: 113,079 shares; 2024Q4: 117,640 shares; 2025Q1: 120,835 shares; 2025Q2: 116,606 shares; 2025Q3: 111,380 shares; 2025Q4: 101,793 shares 101,793 $17.8M 1.48% -9,587 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: 149,629 shares; 2024Q4: 147,875 shares; 2025Q1: 155,866 shares; 2025Q2: 157,544 shares; 2025Q3: 157,533 shares; 2025Q4: 145,492 shares 145,492 $17.5M 1.46% -12,041 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: 37,667 shares; 2024Q4: 36,526 shares; 2025Q1: 35,637 shares; 2025Q2: 34,019 shares; 2025Q3: 46,318 shares; 2025Q4: 62,085 shares 62,085 $16.9M 1.41% +15,767 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 39,637 shares; 2025Q4: 115,412 shares 115,412 $15.6M 1.3% +75,775 Timeline PTF 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: 238,769 shares; 2024Q4: 248,394 shares; 2025Q1: 255,095 shares; 2025Q2: 222,809 shares; 2025Q3: 212,673 shares; 2025Q4: 194,233 shares 194,233 $14.9M 1.24% -18,440 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 762 shares; 2025Q4: 22,525 shares 22,525 $14.7M 1.23% +21,763 Timeline PFI 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: 270,587 shares; 2024Q4: 282,778 shares; 2025Q1: 292,323 shares; 2025Q2: 281,793 shares; 2025Q3: 269,825 shares; 2025Q4: 246,469 shares 246,469 $14.2M 1.19% -23,356 Timeline XSOE 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: 379,653 shares; 2024Q4: 372,948 shares; 2025Q1: 396,610 shares; 2025Q2: 392,484 shares; 2025Q3: 394,242 shares; 2025Q4: 361,264 shares 361,264 $14.1M 1.18% -32,978 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,264 shares; 2024Q4: 19,435 shares; 2025Q1: 18,569 shares; 2025Q2: 18,508 shares; 2025Q3: 23,822 shares; 2025Q4: 28,112 shares 28,112 $13.6M 1.14% +4,290 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,468 shares; 2024Q4: 44,412 shares; 2025Q1: 44,614 shares; 2025Q2: 40,553 shares; 2025Q3: 41,937 shares; 2025Q4: 90,605 shares 90,605 $13M 1.09% +48,668 Timeline PYZ 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: 888 shares; 2024Q4: 882 shares; 2025Q1: 781 shares; 2025Q2: 244 shares; 2025Q3: 173 shares; 2025Q4: 118,401 shares 118,401 $13M 1.09% +118,228 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: 32,276 shares; 2024Q4: 31,420 shares; 2025Q1: 31,157 shares; 2025Q2: 30,480 shares; 2025Q3: 36,503 shares; 2025Q4: 40,533 shares 40,533 $12.7M 1.06% +4,030 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: 12,517 shares; 2024Q4: 13,587 shares; 2025Q1: 14,233 shares; 2025Q2: 13,995 shares; 2025Q3: 15,339 shares; 2025Q4: 16,910 shares 16,910 $11.6M 0.97% +1,571 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,249 shares; 2025Q4: 64,844 shares 64,844 $11.5M 0.96% +46,595 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,319 shares; 2024Q4: 71,746 shares; 2025Q1: 79,239 shares; 2025Q2: 100,204 shares; 2025Q3: 118,105 shares; 2025Q4: 118,222 shares 118,222 $11.4M 0.95% +117 Timeline XLRE 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: 36,405 shares; 2024Q4: 36,933 shares; 2025Q1: 36,921 shares; 2025Q2: 294,092 shares; 2025Q3: 299,309 shares; 2025Q4: 243,349 shares 243,349 $9.82M 0.82% -55,960 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: 29,901 shares; 2024Q4: 29,087 shares; 2025Q1: 28,313 shares; 2025Q2: 27,462 shares; 2025Q3: 34,333 shares; 2025Q4: 41,262 shares 41,262 $9.52M 0.8% +6,929 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116,699 shares; 2024Q4: 122,031 shares; 2025Q1: 122,652 shares; 2025Q2: 124,144 shares; 2025Q3: 118,616 shares; 2025Q4: 115,627 shares 115,627 $9.28M 0.77% -2,989 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,358 shares; 2025Q4: 15,069 shares 15,069 $9.22M 0.77% +13,711 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 150,073 shares; 2024Q4: 178,934 shares; 2025Q1: 190,445 shares; 2025Q2: 191,672 shares; 2025Q3: 201,219 shares; 2025Q4: 186,935 shares 186,935 $9.03M 0.75% -14,284 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 666 shares; 2025Q4: 9,286 shares 9,286 $8.67M 0.72% +8,620 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: 12,371 shares; 2024Q4: 12,043 shares; 2025Q1: 11,693 shares; 2025Q2: 11,568 shares; 2025Q3: 13,522 shares; 2025Q4: 12,864 shares 12,864 $8.49M 0.71% -658 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: 10,205 shares; 2024Q4: 9,940 shares; 2025Q1: 9,724 shares; 2025Q2: 9,334 shares; 2025Q3: 9,630 shares; 2025Q4: 9,638 shares 9,638 $8.47M 0.71% +8 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: 9,544 shares; 2024Q4: 9,243 shares; 2025Q1: 9,205 shares; 2025Q2: 8,726 shares; 2025Q3: 17,354 shares; 2025Q4: 90,330 shares 90,330 $8.42M 0.7% +72,976 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 65,959 shares; 2025Q1: 60,528 shares; 2025Q2: 63,085 shares; 2025Q3: 63,520 shares; 2025Q4: 62,397 shares 62,397 $8.18M 0.68% -1,123 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,689 shares; 2024Q4: 28,767 shares; 2025Q1: 29,568 shares; 2025Q2: 31,117 shares; 2025Q3: 31,392 shares; 2025Q4: 29,109 shares 29,109 $8.13M 0.68% -2,283 Timeline SCHC 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: 175,999 shares; 2024Q4: 174,299 shares; 2025Q1: 186,842 shares; 2025Q2: 189,710 shares; 2025Q3: 190,534 shares; 2025Q4: 174,687 shares 174,687 $7.95M 0.66% -15,847 Timeline SCHP 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: 167,022 shares; 2024Q4: 316,547 shares; 2025Q1: 335,471 shares; 2025Q2: 329,841 shares; 2025Q3: 332,489 shares; 2025Q4: 299,799 shares 299,799 $7.94M 0.66% -32,690 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3 shares; 2024Q4: 3 shares; 2025Q1: 3 shares; 2025Q2: 1 shares; 2025Q3: 1,469 shares; 2025Q4: 20,068 shares 20,068 $7.81M 0.65% +18,599 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,706 shares; 2025Q4: 24,462 shares 24,462 $7.7M 0.64% +22,756 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15 shares; 2024Q4: 15 shares; 2025Q1: 1,316 shares; 2025Q2: 2,372 shares; 2025Q3: 8,822 shares; 2025Q4: 76,207 shares 76,207 $7.61M 0.64% +67,385 Timeline SGI SOMNIGROUP INTERNATIONAL INC More: the full row for SOMNIGROUP INTERNATIONAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,710 shares; 2025Q4: 83,623 shares 83,623 $7.47M 0.62% +77,913 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,303 shares; 2024Q4: 86,818 shares; 2025Q1: 91,876 shares; 2025Q2: 91,994 shares; 2025Q3: 97,126 shares; 2025Q4: 86,163 shares 86,163 $7.36M 0.61% -10,963 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,852 shares; 2025Q4: 25,293 shares 25,293 $7.06M 0.59% +23,441 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112,509 shares; 2024Q4: 114,512 shares; 2025Q1: 114,100 shares; 2025Q2: 113,302 shares; 2025Q3: 123,430 shares; 2025Q4: 125,682 shares 125,682 $6.88M 0.57% +2,252 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,789 shares; 2024Q4: 46,567 shares; 2025Q1: 46,184 shares; 2025Q2: 44,264 shares; 2025Q3: 45,542 shares; 2025Q4: 44,610 shares 44,610 $6.85M 0.57% -932 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 835 shares; 2025Q4: 11,821 shares 11,821 $6.64M 0.55% +10,986 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: 2 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1,653 shares; 2025Q4: 11,444 shares 11,444 $6.53M 0.55% +9,791 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: 18,264 shares; 2024Q4: 17,785 shares; 2025Q1: 17,560 shares; 2025Q2: 16,842 shares; 2025Q3: 18,164 shares; 2025Q4: 18,539 shares 18,539 $6.5M 0.54% +375 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,771 shares; 2024Q4: 86,275 shares; 2025Q1: 92,004 shares; 2025Q2: 88,381 shares; 2025Q3: 89,512 shares; 2025Q4: 80,083 shares 80,083 $6.39M 0.53% -9,429 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,233 shares; 2024Q4: 57,638 shares; 2025Q1: 55,073 shares; 2025Q2: 44,667 shares; 2025Q3: 31,831 shares; 2025Q4: 30,861 shares 30,861 $6.33M 0.53% -970 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: 11,562 shares; 2024Q4: 11,250 shares; 2025Q1: 10,932 shares; 2025Q2: 10,721 shares; 2025Q3: 10,849 shares; 2025Q4: 10,662 shares 10,662 $6.04M 0.5% -187 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: 5,464 shares; 2024Q4: 5,313 shares; 2025Q1: 4,684 shares; 2025Q2: 5,000 shares; 2025Q3: 6,153 shares; 2025Q4: 62,729 shares 62,729 $5.88M 0.49% +56,576 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,642 shares; 2025Q4: 36,518 shares 36,518 $5.82M 0.49% +33,876 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: 7,731 shares; 2024Q4: 7,529 shares; 2025Q1: 7,043 shares; 2025Q2: 6,751 shares; 2025Q3: 6,804 shares; 2025Q4: 6,602 shares 6,602 $5.8M 0.48% -202 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: 20,503 shares; 2024Q4: 19,033 shares; 2025Q1: 18,244 shares; 2025Q2: 17,970 shares; 2025Q3: 18,114 shares; 2025Q4: 18,016 shares 18,016 $5.74M 0.48% -98 Timeline EWX 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: 85,253 shares; 2024Q4: 83,874 shares; 2025Q1: 89,589 shares; 2025Q2: 90,964 shares; 2025Q3: 91,470 shares; 2025Q4: 83,942 shares 83,942 $5.51M 0.46% -7,528 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 108 shares; 2025Q4: 123,581 shares 123,581 $5.51M 0.46% +123,473 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 40 shares; 2025Q4: 27,703 shares 27,703 $5.51M 0.46% +27,663 Timeline ENSG ENSIGN GROUP INC More: the full row for ENSIGN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 31,514 shares 31,514 $5.49M 0.46% new Timeline CNX CNX RES CORP More: the full row for CNX RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12 shares; 2025Q4: 148,610 shares 148,610 $5.46M 0.46% +148,598 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: 8,060 shares; 2024Q4: 7,846 shares; 2025Q1: 6,991 shares; 2025Q2: 5,916 shares; 2025Q3: 6,264 shares; 2025Q4: 6,324 shares 6,324 $5.45M 0.46% +60 Timeline HLI HOULIHAN LOKEY INC More: the full row for HOULIHAN LOKEY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,213 shares; 2025Q4: 30,731 shares 30,731 $5.35M 0.45% +28,518 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,546 shares; 2024Q4: 59,883 shares; 2025Q1: 58,767 shares; 2025Q2: 57,048 shares; 2025Q3: 56,766 shares; 2025Q4: 54,951 shares 54,951 $5.24M 0.44% -1,815 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: 34,822 shares; 2025Q2: 34,537 shares; 2025Q3: 33,208 shares; 2025Q4: 32,290 shares 32,290 $5.2M 0.43% -918 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: 6,715 shares; 2024Q4: 6,538 shares; 2025Q1: 6,402 shares; 2025Q2: 6,323 shares; 2025Q3: 6,264 shares; 2025Q4: 8,879 shares 8,879 $5.15M 0.43% +2,615 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 33,125 shares; 2025Q1: 31,567 shares; 2025Q2: 40,355 shares; 2025Q3: 40,930 shares; 2025Q4: 39,866 shares 39,866 $5.02M 0.42% -1,064 Timeline EVR EVERCORE INC More: the full row for EVERCORE 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: 1,027 shares; 2025Q4: 14,438 shares 14,438 $4.91M 0.41% +13,411 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,957 shares; 2025Q3: 20,127 shares; 2025Q4: 26,386 shares 26,386 $4.9M 0.41% +6,259 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,703 shares; 2024Q4: 39,529 shares; 2025Q1: 40,414 shares; 2025Q2: 40,330 shares; 2025Q3: 41,822 shares; 2025Q4: 41,313 shares 41,313 $4.86M 0.41% -509 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,787 shares; 2024Q4: 6,604 shares; 2025Q1: 6,539 shares; 2025Q2: 6,419 shares; 2025Q3: 6,444 shares; 2025Q4: 31,098 shares 31,098 $4.76M 0.4% +24,654 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,802 shares; 2024Q4: 20,265 shares; 2025Q1: 19,770 shares; 2025Q2: 19,169 shares; 2025Q3: 18,867 shares; 2025Q4: 18,137 shares 18,137 $4.76M 0.4% -730 Timeline FALN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 187,751 shares; 2025Q3: 188,984 shares; 2025Q4: 172,025 shares 172,025 $4.7M 0.39% -16,959 Timeline TKO TKO GROUP HOLDINGS INC More: the full row for TKO GROUP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,189 shares; 2025Q4: 21,435 shares 21,435 $4.48M 0.37% -754 Timeline JMBS JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 146,224 shares; 2024Q4: 142,773 shares; 2025Q1: 109,868 shares; 2025Q2: 101,411 shares; 2025Q3: 100,786 shares; 2025Q4: 96,809 shares 96,809 $4.42M 0.37% -3,977 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121,132 shares; 2024Q4: 118,890 shares; 2025Q1: 117,351 shares; 2025Q2: 114,737 shares; 2025Q3: 113,681 shares; 2025Q4: 109,312 shares 109,312 $4.4M 0.37% -4,369 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: 5,053 shares; 2024Q4: 3,493 shares; 2025Q1: 3,473 shares; 2025Q2: 49,913 shares; 2025Q3: 49,751 shares; 2025Q4: 48,123 shares 48,123 $4.39M 0.37% -1,628 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 53,737 shares; 2025Q2: 51,587 shares; 2025Q3: 53,069 shares; 2025Q4: 53,516 shares 53,516 $4.37M 0.37% +447 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,563 shares; 2024Q4: 13,048 shares; 2025Q1: 13,407 shares; 2025Q2: 15,085 shares; 2025Q3: 15,218 shares; 2025Q4: 14,111 shares 14,111 $4.26M 0.36% -1,107 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: 9,991 shares; 2024Q4: 9,720 shares; 2025Q1: 9,441 shares; 2025Q2: 9,348 shares; 2025Q3: 9,316 shares; 2025Q4: 9,068 shares 9,068 $4.26M 0.36% -248 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: not reported; 2025Q1: 75,513 shares; 2025Q2: 71,799 shares; 2025Q3: 72,773 shares; 2025Q4: 70,677 shares 70,677 $4.25M 0.35% -2,096 Timeline VWOB 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: 54,452 shares; 2024Q4: 63,953 shares; 2025Q1: 67,999 shares; 2025Q2: 66,817 shares; 2025Q3: 67,437 shares; 2025Q4: 61,186 shares 61,186 $4.13M 0.34% -6,251 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,192 shares; 2024Q4: 8,952 shares; 2025Q1: 8,760 shares; 2025Q2: 8,435 shares; 2025Q3: 8,356 shares; 2025Q4: 8,048 shares 8,048 $4.11M 0.34% -308 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,570 shares; 2024Q4: 7,370 shares; 2025Q1: 7,189 shares; 2025Q2: 6,924 shares; 2025Q3: 6,815 shares; 2025Q4: 6,550 shares 6,550 $4.08M 0.34% -265 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,459 shares; 2024Q4: 14,209 shares; 2025Q1: 20,256 shares; 2025Q2: 20,115 shares; 2025Q3: 20,845 shares; 2025Q4: 25,916 shares 25,916 $4.01M 0.33% +5,071 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,921 shares; 2024Q4: 50,024 shares; 2025Q1: 50,365 shares; 2025Q2: 50,311 shares; 2025Q3: 51,062 shares; 2025Q4: 50,653 shares 50,653 $3.9M 0.33% -409 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: 11,699 shares; 2024Q4: 22,728 shares; 2025Q1: 22,002 shares; 2025Q2: 21,935 shares; 2025Q3: 21,592 shares; 2025Q4: 20,917 shares 20,917 $3.85M 0.32% -675 Timeline DT DYNATRACE INC More: the full row for DYNATRACE 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: 56,890 shares; 2025Q3: 90,692 shares; 2025Q4: 87,616 shares 87,616 $3.8M 0.32% -3,076 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,308 shares; 2024Q4: 53,102 shares; 2025Q1: 53,393 shares; 2025Q2: 47,436 shares; 2025Q3: 45,634 shares; 2025Q4: 44,731 shares 44,731 $3.79M 0.32% -903 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: 15,095 shares; 2024Q4: 16,913 shares; 2025Q1: 17,716 shares; 2025Q2: 17,428 shares; 2025Q3: 17,496 shares; 2025Q4: 17,128 shares 17,128 $3.76M 0.31% -368 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: 4,175 shares; 2024Q4: 4,300 shares; 2025Q1: 4,960 shares; 2025Q2: 7,154 shares; 2025Q3: 7,825 shares; 2025Q4: 7,825 shares 7,825 $3.7M 0.31% 0 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: 95,481 shares; 2024Q4: 930 shares; 2025Q1: 42,690 shares; 2025Q2: 682 shares; 2025Q3: 42,570 shares; 2025Q4: 41,419 shares 41,419 $3.61M 0.3% -1,151 Timeline SPTI 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: 178,033 shares; 2024Q4: 172,418 shares; 2025Q1: 127,308 shares; 2025Q2: 124,701 shares; 2025Q3: 123,480 shares; 2025Q4: 124,599 shares 124,599 $3.59M 0.3% +1,119 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: 154 shares; 2024Q4: 36,015 shares; 2025Q1: 33,947 shares; 2025Q2: 34,492 shares; 2025Q3: 33,288 shares; 2025Q4: 32,327 shares 32,327 $3.55M 0.3% -961 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: 31,333 shares; 2024Q4: 28,687 shares; 2025Q1: 26,980 shares; 2025Q2: 27,409 shares; 2025Q3: 30,279 shares; 2025Q4: 31,484 shares 31,484 $3.47M 0.29% +1,205 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,101 shares 5,101 $3.45M 0.29% new Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,174 shares; 2024Q4: 7,952 shares; 2025Q1: 7,851 shares; 2025Q2: 7,631 shares; 2025Q3: 7,715 shares; 2025Q4: 7,584 shares 7,584 $3.44M 0.29% -131 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 77 shares; 2025Q4: 8,606 shares 8,606 $3.42M 0.29% +8,529 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,988 shares; 2024Q4: 55,882 shares; 2025Q1: 53,598 shares; 2025Q2: 50,915 shares; 2025Q3: 48,467 shares; 2025Q4: 46,719 shares 46,719 $3.34M 0.28% -1,748 Timeline JSI JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,848 shares; 2024Q4: 41,176 shares; 2025Q1: 52,026 shares; 2025Q2: 60,818 shares; 2025Q3: 60,738 shares; 2025Q4: 61,605 shares 61,605 $3.21M 0.27% +867 Timeline KBWB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,610 shares; 2024Q4: 45,732 shares; 2025Q1: 46,862 shares; 2025Q2: 36,323 shares; 2025Q3: 37,091 shares; 2025Q4: 37,427 shares 37,427 $3.15M 0.26% +336 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,584 shares; 2024Q4: 49,487 shares; 2025Q1: 51,937 shares; 2025Q2: 51,207 shares; 2025Q3: 51,574 shares; 2025Q4: 50,290 shares 50,290 $2.95M 0.25% -1,284 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,986 shares; 2024Q4: 14,863 shares; 2025Q1: 14,915 shares; 2025Q2: 14,704 shares; 2025Q3: 14,808 shares; 2025Q4: 14,711 shares 14,711 $2.94M 0.25% -97 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,992 shares; 2024Q4: 35,726 shares; 2025Q1: 33,684 shares; 2025Q2: 404 shares; 2025Q3: 29,909 shares; 2025Q4: 30,436 shares 30,436 $2.93M 0.24% +527 Timeline FLOT 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: 45,379 shares; 2024Q4: 45,006 shares; 2025Q1: 50,605 shares; 2025Q2: 53,539 shares; 2025Q3: 59,767 shares; 2025Q4: 56,603 shares 56,603 $2.88M 0.24% -3,164 Timeline EFAV 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: 29,643 shares; 2024Q4: 34,628 shares; 2025Q1: 34,722 shares; 2025Q2: 33,475 shares; 2025Q3: 34,179 shares; 2025Q4: 33,313 shares 33,313 $2.87M 0.24% -866 Timeline VNQI 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: 56,283 shares; 2024Q4: 55,688 shares; 2025Q1: 60,366 shares; 2025Q2: 66,540 shares; 2025Q3: 67,565 shares; 2025Q4: 62,628 shares 62,628 $2.87M 0.24% -4,937 Timeline CWB 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: 45,420 shares; 2024Q4: 52,314 shares; 2025Q1: 415 shares; 2025Q2: 400 shares; 2025Q3: 32,275 shares; 2025Q4: 31,232 shares 31,232 $2.79M 0.23% -1,043 Timeline MBS ANGEL OAK FUNDS TRUST More: the full row for ANGEL OAK FUNDS 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: 331,029 shares; 2025Q2: 324,712 shares; 2025Q3: 322,404 shares; 2025Q4: 309,846 shares 309,846 $2.71M 0.23% -12,558 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: 23,714 shares; 2024Q4: 24,031 shares; 2025Q1: 24,716 shares; 2025Q2: 28,169 shares; 2025Q3: 30,188 shares; 2025Q4: 60,441 shares 60,441 $2.7M 0.23% +30,253 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,445 shares; 2024Q4: 40,752 shares; 2025Q1: 38,429 shares; 2025Q2: 461 shares; 2025Q3: 34,231 shares; 2025Q4: 33,150 shares 33,150 $2.67M 0.22% -1,081 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: 46,903 shares; 2024Q4: 46,309 shares; 2025Q1: 52,067 shares; 2025Q2: 55,224 shares; 2025Q3: 56,182 shares; 2025Q4: 52,746 shares 52,746 $2.62M 0.22% -3,436 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,870 shares; 2024Q4: 22,670 shares; 2025Q1: 25,448 shares; 2025Q2: 27,121 shares; 2025Q3: 27,753 shares; 2025Q4: 25,881 shares 25,881 $2.6M 0.22% -1,872 Timeline USFR 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: 45,599 shares; 2024Q4: 45,144 shares; 2025Q1: 50,685 shares; 2025Q2: 53,998 shares; 2025Q3: 54,921 shares; 2025Q4: 51,475 shares 51,475 $2.59M 0.22% -3,446 Timeline UYLD ANGEL OAK FUNDS TRUST More: the full row for ANGEL OAK FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,702 shares; 2024Q4: 52,689 shares; 2025Q1: 50,361 shares; 2025Q2: 49,066 shares; 2025Q3: 48,532 shares; 2025Q4: 48,809 shares 48,809 $2.5M 0.21% +277 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: 15,498 shares; 2024Q4: 15,715 shares; 2025Q1: 15,144 shares; 2025Q2: 15,081 shares; 2025Q3: 15,914 shares; 2025Q4: 24,592 shares 24,592 $2.46M 0.21% +8,678 Timeline SPTL 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: 144,961 shares; 2024Q4: 140,330 shares; 2025Q1: 133,858 shares; 2025Q2: 130,659 shares; 2025Q3: 131,246 shares; 2025Q4: 88,230 shares 88,230 $2.34M 0.19% -43,016 Timeline TUG LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,058,693 shares; 2024Q4: 4,964,662 shares; 2025Q1: 4,860,603 shares; 2025Q2: 4,774,805 shares; 2025Q3: 4,280,438 shares; 2025Q4: 57,176 shares 57,176 $2.27M 0.19% -4,223,262 Timeline MISL 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 52,810 shares 52,810 $2.26M 0.19% new Timeline FXO 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: 43,841 shares; 2025Q1: 41,698 shares; 2025Q2: 41,167 shares; 2025Q3: 38,792 shares; 2025Q4: 37,346 shares 37,346 $2.25M 0.19% -1,446 Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,988 shares; 2025Q3: 21,764 shares; 2025Q4: 20,830 shares 20,830 $2.24M 0.19% -934 Timeline CARY ANGEL OAK FUNDS TRUST More: the full row for ANGEL OAK FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,571 shares; 2024Q4: 80,779 shares; 2025Q1: 77,487 shares; 2025Q2: 75,516 shares; 2025Q3: 74,895 shares; 2025Q4: 106,580 shares 106,580 $2.22M 0.19% +31,685 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: 26,228 shares; 2024Q4: 26,781 shares; 2025Q1: 26,833 shares; 2025Q2: 25,808 shares; 2025Q3: 26,140 shares; 2025Q4: 27,382 shares 27,382 $2.21M 0.18% +1,242 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: 8,337 shares; 2024Q4: 7,524 shares; 2025Q1: 7,578 shares; 2025Q2: 6,658 shares; 2025Q3: 7,170 shares; 2025Q4: 6,827 shares 6,827 $2.2M 0.18% -343 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: 23,447 shares; 2024Q4: 23,949 shares; 2025Q1: 26,553 shares; 2025Q2: 26,608 shares; 2025Q3: 27,123 shares; 2025Q4: 25,159 shares 25,159 $2.16M 0.18% -1,964 Timeline FXU 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: 66 shares; 2024Q4: 66 shares; 2025Q1: 49,410 shares; 2025Q2: 52,422 shares; 2025Q3: 49,742 shares; 2025Q4: 47,940 shares 47,940 $2.16M 0.18% -1,802 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,018 shares; 2025Q4: 10,166 shares 10,166 $2.16M 0.18% +6,148 Timeline FTXL FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,939 shares; 2024Q4: 42 shares; 2025Q1: 42 shares; 2025Q2: 42 shares; 2025Q3: 40 shares; 2025Q4: 16,370 shares 16,370 $2.12M 0.18% +16,330 Timeline FDN 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: 11,979 shares; 2024Q4: 10,780 shares; 2025Q1: 10,272 shares; 2025Q2: 8,742 shares; 2025Q3: 8,159 shares; 2025Q4: 7,856 shares 7,856 $2.11M 0.18% -303 Timeline XLP 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: 16,015 shares; 2024Q4: 16,321 shares; 2025Q1: 27,188 shares; 2025Q2: 27,060 shares; 2025Q3: 27,420 shares; 2025Q4: 27,150 shares 27,150 $2.11M 0.18% -270 Timeline FXF INVESCO CURRENCYSHARES SWISS More: the full row for INVESCO CURRENCYSHARES SWISS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,513 shares; 2024Q4: 9,796 shares; 2025Q1: 11,286 shares; 2025Q2: 17,409 shares; 2025Q3: 19,039 shares; 2025Q4: 18,802 shares 18,802 $2.1M 0.18% -237 Timeline FJP FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,299 shares; 2024Q4: 34,010 shares; 2025Q1: 29,299 shares; 2025Q2: 29,438 shares; 2025Q3: 30,039 shares; 2025Q4: 30,183 shares 30,183 $2.03M 0.17% +144 Timeline BDYN BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 52,372 shares; 2025Q4: 78,229 shares 78,229 $2M 0.17% +25,857 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,965 shares; 2024Q4: 66,113 shares; 2025Q1: 40,886 shares; 2025Q2: 40,971 shares; 2025Q3: 41,689 shares; 2025Q4: 41,390 shares 41,390 $1.98M 0.17% -299 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,516 shares; 2024Q4: 20,103 shares; 2025Q1: 23,139 shares; 2025Q2: 27,052 shares; 2025Q3: 29,584 shares; 2025Q4: 29,215 shares 29,215 $1.98M 0.16% -369 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: 9,165 shares; 2024Q4: 9,460 shares; 2025Q1: 9,611 shares; 2025Q2: 9,061 shares; 2025Q3: 10,942 shares; 2025Q4: 12,460 shares 12,460 $1.93M 0.16% +1,518 Timeline EZU 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: 36,781 shares; 2024Q4: 24,090 shares; 2025Q1: 31,150 shares; 2025Q2: 30,017 shares; 2025Q3: 30,425 shares; 2025Q4: 29,953 shares 29,953 $1.92M 0.16% -472 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: 4,408 shares; 2024Q4: 4,164 shares; 2025Q1: 4,299 shares; 2025Q2: 4,110 shares; 2025Q3: 3,751 shares; 2025Q4: 3,345 shares 3,345 $1.92M 0.16% -406 Timeline SCHG 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 35,467 shares; 2025Q4: 58,555 shares 58,555 $1.91M 0.16% +23,088 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: 10,458 shares; 2024Q4: 11,204 shares; 2025Q1: 10,569 shares; 2025Q2: 10,202 shares; 2025Q3: 10,237 shares; 2025Q4: 9,161 shares 9,161 $1.9M 0.16% -1,076 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,467 shares; 2025Q4: 14,922 shares 14,922 $1.84M 0.15% +6,455 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: 1 shares; 2024Q4: 1 shares; 2025Q1: 2 shares; 2025Q2: 20,846 shares; 2025Q3: 21,174 shares; 2025Q4: 42,440 shares 42,440 $1.81M 0.15% +21,266 Timeline IGEB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 32,579 shares; 2025Q4: 39,340 shares 39,340 $1.8M 0.15% +6,761 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,569 shares; 2025Q4: 29,527 shares 29,527 $1.8M 0.15% +13,958 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: 4,997 shares; 2024Q4: 5,607 shares; 2025Q1: 4,722 shares; 2025Q2: 4,734 shares; 2025Q3: 6,789 shares; 2025Q4: 7,571 shares 7,571 $1.73M 0.14% +782 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: 47,952 shares; 2024Q4: 14,310 shares; 2025Q1: 15,075 shares; 2025Q2: 14,495 shares; 2025Q3: 14,305 shares; 2025Q4: 14,248 shares 14,248 $1.71M 0.14% -57 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,153 shares; 2025Q4: 24,656 shares 24,656 $1.66M 0.14% +14,503 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,180 shares; 2025Q4: 3,309 shares 3,309 $1.61M 0.13% +1,129 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T 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: 45,078 shares; 2025Q4: 58,052 shares 58,052 $1.59M 0.13% +12,974 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: 16,845 shares; 2024Q4: 15,160 shares; 2025Q1: 13,059 shares; 2025Q2: 12,660 shares; 2025Q3: 12,996 shares; 2025Q4: 12,828 shares 12,828 $1.57M 0.13% -168 Timeline SPBO 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: 60,794 shares; 2024Q4: 59,015 shares; 2025Q1: 56,472 shares; 2025Q2: 55,478 shares; 2025Q3: 55,009 shares; 2025Q4: 52,975 shares 52,975 $1.55M 0.13% -2,034 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: 100 shares; 2024Q4: 1,656 shares; 2025Q1: 1,632 shares; 2025Q2: 3,278 shares; 2025Q3: 14,107 shares; 2025Q4: 14,569 shares 14,569 $1.53M 0.13% +462 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,440 shares; 2025Q4: 32,717 shares 32,717 $1.52M 0.13% +14,277 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: 9 shares; 2024Q4: 9 shares; 2025Q1: 9 shares; 2025Q2: not reported; 2025Q3: 1,793 shares; 2025Q4: 3,366 shares 3,366 $1.51M 0.13% +1,573 Timeline UTES ETFIS SER TR I More: the full row for ETFIS SER TR I 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: 18,634 shares 18,634 $1.47M 0.12% new 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: 12,343 shares; 2024Q4: 12,291 shares; 2025Q1: 11,910 shares; 2025Q2: 9,948 shares; 2025Q3: 8,038 shares; 2025Q4: 7,734 shares 7,734 $1.42M 0.12% -304 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: 4,517 shares; 2024Q4: 10,848 shares; 2025Q1: 11,009 shares; 2025Q2: 9,660 shares; 2025Q3: 10,604 shares; 2025Q4: 9,287 shares 9,287 $1.42M 0.12% -1,317 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: 26,388 shares; 2024Q4: 23,824 shares; 2025Q1: 24,065 shares; 2025Q2: 25,810 shares; 2025Q3: 27,583 shares; 2025Q4: 26,218 shares 26,218 $1.41M 0.12% -1,365 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: 3,960 shares; 2024Q4: 3,284 shares; 2025Q1: 3,469 shares; 2025Q2: 3,398 shares; 2025Q3: 2,863 shares; 2025Q4: 2,760 shares 2,760 $1.41M 0.12% -103 Timeline EUFN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,523 shares; 2024Q4: 58,383 shares; 2025Q1: 34,949 shares; 2025Q2: 35,325 shares; 2025Q3: 36,422 shares; 2025Q4: 37,332 shares 37,332 $1.38M 0.12% +910 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: 7,535 shares; 2024Q4: 7,333 shares; 2025Q1: 7,073 shares; 2025Q2: 52 shares; 2025Q3: 689 shares; 2025Q4: 1,288 shares 1,288 $1.38M 0.12% +599 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: 6,908 shares; 2024Q4: 5,810 shares; 2025Q1: 6,357 shares; 2025Q2: 6,125 shares; 2025Q3: 5,889 shares; 2025Q4: 6,602 shares 6,602 $1.38M 0.12% +713 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,020 shares; 2024Q4: 2,805 shares; 2025Q1: 2,740 shares; 2025Q2: 3,539 shares; 2025Q3: 3,436 shares; 2025Q4: 4,171 shares 4,171 $1.38M 0.11% +735 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: 5,941 shares; 2024Q4: 5,931 shares; 2025Q1: 6,197 shares; 2025Q2: 6,800 shares; 2025Q3: 7,401 shares; 2025Q4: 7,936 shares 7,936 $1.36M 0.11% +535 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: 12,362 shares; 2024Q4: 13,168 shares; 2025Q1: 15,041 shares; 2025Q2: 14,452 shares; 2025Q3: 13,922 shares; 2025Q4: 14,471 shares 14,471 $1.35M 0.11% +549 Timeline CAFX PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,518 shares; 2024Q4: 101,478 shares; 2025Q1: 96,867 shares; 2025Q2: 1,234 shares; 2025Q3: 17,252 shares; 2025Q4: 53,719 shares 53,719 $1.34M 0.11% +36,467 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 115,414 shares; 2024Q4: 102,599 shares; 2025Q1: 117,861 shares; 2025Q2: 114,901 shares; 2025Q3: 104,524 shares; 2025Q4: 101,327 shares 101,327 $1.34M 0.11% -3,197 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: 5,205 shares; 2024Q4: 4,801 shares; 2025Q1: 4,942 shares; 2025Q2: 4,621 shares; 2025Q3: 4,585 shares; 2025Q4: 4,627 shares 4,627 $1.34M 0.11% +42 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: 16,018 shares; 2024Q4: 15,291 shares; 2025Q1: 15,360 shares; 2025Q2: 14,743 shares; 2025Q3: 14,778 shares; 2025Q4: 3,846 shares 3,846 $1.32M 0.11% -10,932 Timeline XBI 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: 6,997 shares; 2024Q4: 5,465 shares; 2025Q1: 5,732 shares; 2025Q2: 5,646 shares; 2025Q3: 5,799 shares; 2025Q4: 10,854 shares 10,854 $1.32M 0.11% +5,055 Timeline MLPX 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: 33,054 shares; 2024Q4: 27,960 shares; 2025Q1: 28,451 shares; 2025Q2: 21,752 shares; 2025Q3: 22,318 shares; 2025Q4: 21,712 shares 21,712 $1.31M 0.11% -606 Timeline BDVL BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 31,518 shares; 2025Q4: 52,865 shares 52,865 $1.31M 0.11% +21,347 Timeline SPSM 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: 62,227 shares; 2024Q4: 63,261 shares; 2025Q1: 50,486 shares; 2025Q2: 26,627 shares; 2025Q3: 27,096 shares; 2025Q4: 27,226 shares 27,226 $1.28M 0.11% +130 Timeline FNY FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34 shares; 2024Q4: 33 shares; 2025Q1: 15,333 shares; 2025Q2: 15,417 shares; 2025Q3: 14,512 shares; 2025Q4: 13,958 shares 13,958 $1.27M 0.11% -554 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,988 shares; 2025Q4: 3,702 shares 3,702 $1.27M 0.11% +1,714 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: 27,317 shares; 2024Q4: 22,428 shares; 2025Q1: 18,826 shares; 2025Q2: 14,808 shares; 2025Q3: 16,393 shares; 2025Q4: 16,421 shares 16,421 $1.26M 0.11% +28 Timeline FEX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,350 shares; 2024Q4: 12,666 shares; 2025Q1: 12,147 shares; 2025Q2: 11,603 shares; 2025Q3: 10,933 shares; 2025Q4: 10,533 shares 10,533 $1.25M 0.1% -400 Timeline FTC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,141 shares; 2024Q4: 10,107 shares; 2025Q1: 9,672 shares; 2025Q2: 8,569 shares; 2025Q3: 8,035 shares; 2025Q4: 7,738 shares 7,738 $1.24M 0.1% -297 Timeline CGHM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T 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: 36,454 shares; 2025Q4: 47,867 shares 47,867 $1.22M 0.1% +11,413 Timeline FLCH FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,362 shares; 2024Q4: 32,223 shares; 2025Q1: 49,268 shares; 2025Q2: 49,052 shares; 2025Q3: 50,378 shares; 2025Q4: 51,082 shares 51,082 $1.22M 0.1% +704 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,445 shares; 2025Q4: 22,949 shares 22,949 $1.21M 0.1% +6,504 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,410 shares; 2024Q4: 12,403 shares; 2025Q1: 8,734 shares; 2025Q2: 4,295 shares; 2025Q3: 4,985 shares; 2025Q4: 9,951 shares 9,951 $1.19M 0.1% +4,966 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,869 shares; 2025Q4: 16,549 shares 16,549 $1.18M 0.1% +6,680 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: 6,102 shares; 2024Q4: 6,103 shares; 2025Q1: 5,709 shares; 2025Q2: 5,693 shares; 2025Q3: 6,984 shares; 2025Q4: 8,203 shares 8,203 $1.18M 0.1% +1,219 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,047 shares; 2024Q4: 2,202 shares; 2025Q1: 2,224 shares; 2025Q2: 2,174 shares; 2025Q3: 2,630 shares; 2025Q4: 2,397 shares 2,397 $1.16M 0.1% -233 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: 953 shares; 2025Q1: 1,021 shares; 2025Q2: 965 shares; 2025Q3: 1,071 shares; 2025Q4: 1,076 shares 1,076 $1.15M 0.1% +5 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: 13,520 shares; 2024Q4: 15,703 shares; 2025Q1: 14,083 shares; 2025Q2: 13,535 shares; 2025Q3: 15,327 shares; 2025Q4: 16,468 shares 16,468 $1.15M 0.1% +1,141 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: 5,468 shares; 2024Q4: 5,405 shares; 2025Q1: 4,670 shares; 2025Q2: 3,698 shares; 2025Q3: 6,524 shares; 2025Q4: 7,110 shares 7,110 $1.15M 0.1% +586 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,042 shares; 2025Q4: 5,950 shares 5,950 $1.14M 0.09% +1,908 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: 3,945 shares; 2024Q4: 4,051 shares; 2025Q1: 4,109 shares; 2025Q2: 4,071 shares; 2025Q3: 4,740 shares; 2025Q4: 4,744 shares 4,744 $1.1M 0.09% +4 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: 10,881 shares; 2024Q4: 10,717 shares; 2025Q1: 12,832 shares; 2025Q2: 14,262 shares; 2025Q3: 13,156 shares; 2025Q4: 13,441 shares 13,441 $1.09M 0.09% +285 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: 6,724 shares; 2024Q4: 5,385 shares; 2025Q1: 5,531 shares; 2025Q2: 5,293 shares; 2025Q3: 5,265 shares; 2025Q4: 6,058 shares 6,058 $1.08M 0.09% +793 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,328 shares; 2024Q4: 4,149 shares; 2025Q1: 4,074 shares; 2025Q2: 3,577 shares; 2025Q3: 3,850 shares; 2025Q4: 3,908 shares 3,908 $1.07M 0.09% +58 Timeline CGSM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T 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: 35,352 shares; 2025Q4: 40,276 shares 40,276 $1.06M 0.09% +4,924 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: 16,533 shares; 2024Q4: 19,694 shares; 2025Q1: 20,999 shares; 2025Q2: 19,157 shares; 2025Q3: 12,199 shares; 2025Q4: 11,989 shares 11,989 $1.05M 0.09% -210 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,438 shares; 2024Q4: 6,141 shares; 2025Q1: 6,458 shares; 2025Q2: 7,237 shares; 2025Q3: 6,896 shares; 2025Q4: 7,157 shares 7,157 $1.03M 0.09% +261 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: 5,852 shares; 2024Q4: 5,377 shares; 2025Q1: 4,982 shares; 2025Q2: 4,263 shares; 2025Q3: 3,807 shares; 2025Q4: 3,752 shares 3,752 $1.02M 0.08% -55 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: 14,048 shares; 2024Q4: 11,992 shares; 2025Q1: 12,168 shares; 2025Q2: 10,457 shares; 2025Q3: 8,836 shares; 2025Q4: 8,705 shares 8,705 $1.01M 0.08% -131 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: 14,049 shares; 2024Q4: 18,092 shares; 2025Q1: 18,622 shares; 2025Q2: 18,996 shares; 2025Q3: 18,633 shares; 2025Q4: 18,601 shares 18,601 $1M 0.08% -32 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,508 shares 19,508 $998K 0.08% 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: 24,010 shares; 2024Q4: 23,363 shares; 2025Q1: 25,560 shares; 2025Q2: 26,822 shares; 2025Q3: 30,025 shares; 2025Q4: 32,727 shares 32,727 $978K 0.08% +2,702 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,799 shares; 2025Q4: 10,261 shares 10,261 $977K 0.08% +2,462 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,490 shares; 2024Q4: 3,330 shares; 2025Q1: 11,695 shares; 2025Q2: 11,694 shares; 2025Q3: 11,455 shares; 2025Q4: 11,035 shares 11,035 $973K 0.08% -420 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,775 shares; 2024Q4: 12,039 shares; 2025Q1: 12,540 shares; 2025Q2: 12,018 shares; 2025Q3: 12,506 shares; 2025Q4: 11,616 shares 11,616 $973K 0.08% -890 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11 shares; 2024Q4: 6 shares; 2025Q1: 6 shares; 2025Q2: 6 shares; 2025Q3: 4,572 shares; 2025Q4: 9,539 shares 9,539 $970K 0.08% +4,967 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: 3,851 shares; 2024Q4: 3,697 shares; 2025Q1: 3,755 shares; 2025Q2: 3,719 shares; 2025Q3: 4,070 shares; 2025Q4: 3,828 shares 3,828 $944K 0.08% -242 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: 35 shares; 2024Q4: 28 shares; 2025Q1: 14,818 shares; 2025Q2: 14,700 shares; 2025Q3: 21,054 shares; 2025Q4: 23,065 shares 23,065 $939K 0.08% +2,011 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: 8,752 shares; 2024Q4: 8,766 shares; 2025Q1: 9,137 shares; 2025Q2: 8,971 shares; 2025Q3: 8,802 shares; 2025Q4: 8,490 shares 8,490 $936K 0.08% -312 Timeline BWZ SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 36,236 shares; 2025Q3: 35,690 shares; 2025Q4: 33,766 shares 33,766 $926K 0.08% -1,924 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: 4,754 shares; 2024Q4: 5,032 shares; 2025Q1: 5,266 shares; 2025Q2: 4,781 shares; 2025Q3: 5,484 shares; 2025Q4: 5,208 shares 5,208 $903K 0.08% -276 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,392 shares; 2024Q4: 7,128 shares; 2025Q1: 6,535 shares; 2025Q2: 6,267 shares; 2025Q3: 8,192 shares; 2025Q4: 8,002 shares 8,002 $898K 0.07% -190 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,043 shares; 2024Q4: 19,838 shares; 2025Q1: 18,894 shares; 2025Q2: 18,322 shares; 2025Q3: 17,980 shares; 2025Q4: 17,410 shares 17,410 $881K 0.07% -570 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE 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: 14,669 shares; 2025Q4: 20,110 shares 20,110 $878K 0.07% +5,441 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: 3,593 shares; 2024Q4: 3,336 shares; 2025Q1: 3,371 shares; 2025Q2: 3,019 shares; 2025Q3: 3,382 shares; 2025Q4: 3,372 shares 3,372 $868K 0.07% -10 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: 6,302 shares; 2024Q4: 6,176 shares; 2025Q1: 5,165 shares; 2025Q2: 5,057 shares; 2025Q3: 6,402 shares; 2025Q4: 6,920 shares 6,920 $867K 0.07% +518 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: 8,062 shares; 2024Q4: 8,051 shares; 2025Q1: 8,207 shares; 2025Q2: 7,905 shares; 2025Q3: 8,644 shares; 2025Q4: 8,497 shares 8,497 $858K 0.07% -147 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: 6,040 shares; 2024Q4: 6,604 shares; 2025Q1: 7,219 shares; 2025Q2: 7,555 shares; 2025Q3: 8,338 shares; 2025Q4: 8,078 shares 8,078 $848K 0.07% -260 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET 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: 13,583 shares; 2025Q4: 20,280 shares 20,280 $816K 0.07% +6,697 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: 7,066 shares; 2024Q4: 6,937 shares; 2025Q1: 6,066 shares; 2025Q2: 5,773 shares; 2025Q3: 6,384 shares; 2025Q4: 6,917 shares 6,917 $807K 0.07% +533 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: 2,244 shares; 2024Q4: 2,566 shares; 2025Q1: 2,618 shares; 2025Q2: 2,556 shares; 2025Q3: 2,252 shares; 2025Q4: 2,380 shares 2,380 $801K 0.07% +128 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: 7,667 shares; 2024Q4: 7,495 shares; 2025Q1: 6,561 shares; 2025Q2: 7,293 shares; 2025Q3: 9,170 shares; 2025Q4: 9,509 shares 9,509 $801K 0.07% +339 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: 2,525 shares; 2024Q4: 2,483 shares; 2025Q1: 2,254 shares; 2025Q2: 2,213 shares; 2025Q3: 2,537 shares; 2025Q4: 2,602 shares 2,602 $795K 0.07% +65 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,895 shares; 2025Q4: 3,912 shares 3,912 $777K 0.06% +17 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: 9,455 shares; 2024Q4: 9,450 shares; 2025Q1: 9,093 shares; 2025Q2: 9,000 shares; 2025Q3: 8,500 shares; 2025Q4: 7,985 shares 7,985 $776K 0.06% -515 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,480 shares; 2024Q4: 21,630 shares; 2025Q1: 20,819 shares; 2025Q2: 20,935 shares; 2025Q3: 19,862 shares; 2025Q4: 18,767 shares 18,767 $775K 0.06% -1,095 Timeline IBND 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: 135 shares; 2024Q4: 135 shares; 2025Q1: 135 shares; 2025Q2: 27,146 shares; 2025Q3: 25,551 shares; 2025Q4: 23,942 shares 23,942 $769K 0.06% -1,609 Timeline EBND 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: 167 shares; 2024Q4: 167 shares; 2025Q1: 167 shares; 2025Q2: 167 shares; 2025Q3: 38,191 shares; 2025Q4: 35,909 shares 35,909 $767K 0.06% -2,282 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: 1,541 shares; 2024Q4: 1,427 shares; 2025Q1: 1,356 shares; 2025Q2: 1,227 shares; 2025Q3: 1,636 shares; 2025Q4: 2,484 shares 2,484 $756K 0.06% +848 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: 5,666 shares; 2024Q4: 6,407 shares; 2025Q1: 6,517 shares; 2025Q2: 6,354 shares; 2025Q3: 6,194 shares; 2025Q4: 6,117 shares 6,117 $753K 0.06% -77 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: 2 shares; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 1,810 shares; 2025Q4: 2,398 shares 2,398 $753K 0.06% +588 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: 16 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,602 shares; 2025Q4: 2,530 shares 2,530 $750K 0.06% -72 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: 1,383 shares; 2024Q4: 1,388 shares; 2025Q1: 6,710 shares; 2025Q2: 6,597 shares; 2025Q3: 5,224 shares; 2025Q4: 4,557 shares 4,557 $742K 0.06% -667 Timeline GSUS 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,257 shares; 2025Q4: 7,851 shares 7,851 $741K 0.06% +1,594 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: 6,335 shares; 2024Q4: 8,240 shares; 2025Q1: 9,179 shares; 2025Q2: 8,911 shares; 2025Q3: 9,454 shares; 2025Q4: 9,341 shares 9,341 $738K 0.06% -113 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,658 shares; 2025Q4: 14,354 shares 14,354 $724K 0.06% +696 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: 11 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 4,824 shares; 2025Q4: 7,977 shares 7,977 $714K 0.06% +3,153 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,196 shares; 2024Q4: 9,163 shares; 2025Q1: 9,343 shares; 2025Q2: 10,155 shares; 2025Q3: 10,916 shares; 2025Q4: 10,539 shares 10,539 $706K 0.06% -377 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,586 shares; 2024Q4: 8,904 shares; 2025Q1: 8,647 shares; 2025Q2: 7,341 shares; 2025Q3: 8,302 shares; 2025Q4: 7,337 shares 7,337 $706K 0.06% -965 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,705 shares; 2025Q4: 2,813 shares 2,813 $704K 0.06% +1,108 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: 8 shares; 2024Q4: 3 shares; 2025Q1: 3 shares; 2025Q2: 228 shares; 2025Q3: 2,482 shares; 2025Q4: 2,372 shares 2,372 $696K 0.06% -110 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,821 shares; 2025Q4: 9,741 shares 9,741 $691K 0.06% +4,920 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: 939 shares; 2024Q4: 1,126 shares; 2025Q1: 1,441 shares; 2025Q2: 1,495 shares; 2025Q3: 1,300 shares; 2025Q4: 2,206 shares 2,206 $689K 0.06% +906 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,596 shares; 2025Q4: 20,587 shares 20,587 $686K 0.06% +9,991 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 178 shares; 2025Q4: 2,180 shares 2,180 $681K 0.06% +2,002 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: 15 shares; 2024Q4: 14 shares; 2025Q1: 14 shares; 2025Q2: 8 shares; 2025Q3: 2,311 shares; 2025Q4: 2,459 shares 2,459 $677K 0.06% +148 Timeline QLTA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,231 shares; 2025Q4: 13,954 shares 13,954 $671K 0.06% +3,723 Timeline VSS 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: 16,525 shares; 2024Q4: 15,984 shares; 2025Q1: 15,626 shares; 2025Q2: 4,307 shares; 2025Q3: 4,541 shares; 2025Q4: 4,647 shares 4,647 $666K 0.06% +106 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,208 shares; 2025Q4: 17,116 shares 17,116 $660K 0.06% +7,908 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,775 shares; 2025Q4: 2,880 shares 2,880 $652K 0.05% +1,105 Timeline CGGE CAPITAL GROUP GLOBAL EQUITY More: the full row for CAPITAL GROUP GLOBAL EQUITY 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: 12,604 shares; 2025Q4: 20,355 shares 20,355 $644K 0.05% +7,751 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: 1,711 shares; 2024Q4: 1,666 shares; 2025Q1: 1,087 shares; 2025Q2: 518 shares; 2025Q3: 3,699 shares; 2025Q4: 3,234 shares 3,234 $631K 0.05% -465 Timeline LQDH ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,214 shares; 2025Q4: 6,740 shares 6,740 $629K 0.05% +526 Timeline XOP 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: 4,389 shares; 2024Q4: 4,552 shares; 2025Q1: 4,781 shares; 2025Q2: 4,716 shares; 2025Q3: 4,856 shares; 2025Q4: 4,965 shares 4,965 $627K 0.05% +109 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6 shares; 2024Q4: 2,898 shares; 2025Q1: 3,393 shares; 2025Q2: 3,341 shares; 2025Q3: 3,078 shares; 2025Q4: 2,956 shares 2,956 $610K 0.05% -122 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,253 shares; 2025Q4: 10,514 shares 10,514 $608K 0.05% +261 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,256 shares; 2024Q4: 6,163 shares; 2025Q1: 6,081 shares; 2025Q2: 5,821 shares; 2025Q3: 10,016 shares; 2025Q4: 11,065 shares 11,065 $593K 0.05% +1,049 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 835 shares; 2025Q4: 1,891 shares 1,891 $583K 0.05% +1,056 Timeline FLGV FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,217 shares; 2024Q4: 93,670 shares; 2025Q1: 89,652 shares; 2025Q2: 88,279 shares; 2025Q3: 87,423 shares; 2025Q4: 28,251 shares 28,251 $580K 0.05% -59,172 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,865 shares; 2025Q4: 7,314 shares 7,314 $576K 0.05% +2,449 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS 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: 6,224 shares; 2025Q4: 11,283 shares 11,283 $570K 0.05% +5,059 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: 5 shares; 2024Q4: 5 shares; 2025Q1: 4 shares; 2025Q2: 3 shares; 2025Q3: 6,947 shares; 2025Q4: 10,601 shares 10,601 $570K 0.05% +3,654 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27 shares; 2024Q4: 23 shares; 2025Q1: 483 shares; 2025Q2: 933 shares; 2025Q3: 1,664 shares; 2025Q4: 2,412 shares 2,412 $549K 0.05% +748 Timeline CLOA BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,976 shares; 2025Q4: 10,170 shares 10,170 $526K 0.04% +4,194 Timeline FLGB FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,731 shares; 2024Q4: 16,175 shares; 2025Q1: 15,757 shares; 2025Q2: 15,991 shares; 2025Q3: 16,129 shares; 2025Q4: 15,541 shares 15,541 $525K 0.04% -588 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: 485 shares; 2024Q4: 489 shares; 2025Q1: 487 shares; 2025Q2: 469 shares; 2025Q3: 1,331 shares; 2025Q4: 1,944 shares 1,944 $522K 0.04% +613 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: 2,031 shares; 2025Q4: 3,014 shares 3,014 $517K 0.04% +983 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: 18,494 shares; 2024Q4: 18,558 shares; 2025Q1: 23,013 shares; 2025Q2: 26,359 shares; 2025Q3: 23,593 shares; 2025Q4: 22,541 shares 22,541 $502K 0.04% -1,052 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,948 shares; 2025Q4: 3,114 shares 3,114 $502K 0.04% +1,166 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE 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: 10,564 shares; 2025Q4: 14,034 shares 14,034 $500K 0.04% +3,470 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,323 shares; 2024Q4: 5,012 shares; 2025Q1: 5,195 shares; 2025Q2: 4,848 shares; 2025Q3: 5,105 shares; 2025Q4: 5,057 shares 5,057 $498K 0.04% -48 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: 5,916 shares; 2024Q4: 5,836 shares; 2025Q1: 5,746 shares; 2025Q2: 5,496 shares; 2025Q3: 8,687 shares; 2025Q4: 10,054 shares 10,054 $495K 0.04% +1,367 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: 14,291 shares; 2024Q4: 13,927 shares; 2025Q1: 8,965 shares; 2025Q2: 8,430 shares; 2025Q3: 10,847 shares; 2025Q4: 8,767 shares 8,767 $482K 0.04% -2,080 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 843 shares; 2025Q4: 1,290 shares 1,290 $482K 0.04% +447 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,760 shares; 2024Q4: 5,747 shares; 2025Q1: 5,091 shares; 2025Q2: 5,622 shares; 2025Q3: 8,006 shares; 2025Q4: 9,466 shares 9,466 $459K 0.04% +1,460 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS 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: 885 shares; 2025Q2: 1,647 shares; 2025Q3: 4,324 shares; 2025Q4: 4,982 shares 4,982 $458K 0.04% +658 Timeline GCOR 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,200 shares; 2025Q4: 10,973 shares 10,973 $458K 0.04% +3,773 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: 959 shares; 2024Q4: 965 shares; 2025Q1: 956 shares; 2025Q2: 926 shares; 2025Q3: 2,419 shares; 2025Q4: 2,420 shares 2,420 $440K 0.04% +1 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,677 shares; 2024Q4: 13,766 shares; 2025Q1: 13,078 shares; 2025Q2: 14,923 shares; 2025Q3: 16,685 shares; 2025Q4: 18,672 shares 18,672 $435K 0.04% +1,987 Timeline EEMV 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: 8,234 shares; 2024Q4: 8,277 shares; 2025Q1: 6,722 shares; 2025Q2: 6,292 shares; 2025Q3: 6,928 shares; 2025Q4: 6,542 shares 6,542 $419K 0.03% -386 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: 354 shares; 2024Q4: 334 shares; 2025Q1: 331 shares; 2025Q2: 300 shares; 2025Q3: 1,283 shares; 2025Q4: 3,644 shares 3,644 $406K 0.03% +2,361 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 367 shares; 2025Q4: 726 shares 726 $401K 0.03% +359 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12 shares; 2024Q4: 12 shares; 2025Q1: 12 shares; 2025Q2: 12 shares; 2025Q3: 2,440 shares; 2025Q4: 4,931 shares 4,931 $400K 0.03% +2,491 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE 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: 6,041 shares 6,041 $397K 0.03% new Timeline FN FABRINET More: the full row for FABRINET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 482 shares; 2024Q4: 565 shares; 2025Q1: 537 shares; 2025Q2: 547 shares; 2025Q3: 704 shares; 2025Q4: 864 shares 864 $393K 0.03% +160 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,462 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,885 shares; 2025Q4: 5,338 shares 5,338 $392K 0.03% +453 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 269 shares; 2024Q4: 230 shares; 2025Q1: 1,764 shares; 2025Q2: 3,130 shares; 2025Q3: 5,259 shares; 2025Q4: 7,717 shares 7,717 $392K 0.03% +2,458 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: 9 shares; 2024Q4: 9 shares; 2025Q1: 9 shares; 2025Q2: 9 shares; 2025Q3: 964 shares; 2025Q4: 1,837 shares 1,837 $377K 0.03% +873 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: 5,704 shares 5,704 $373K 0.03% new Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,675 shares; 2025Q4: 7,387 shares 7,387 $369K 0.03% +3,712 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 886 shares; 2025Q4: 1,627 shares 1,627 $349K 0.03% +741 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,945 shares; 2025Q4: 10,027 shares 10,027 $347K 0.03% +4,082 Timeline MDB MONGODB INC More: the full row for MONGODB 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: 30 shares; 2025Q4: 816 shares 816 $342K 0.03% +786 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER 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: 777 shares; 2025Q2: 1,486 shares; 2025Q3: 2,534 shares; 2025Q4: 2,362 shares 2,362 $339K 0.03% -172 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 206 shares; 2025Q1: 428 shares; 2025Q2: 616 shares; 2025Q3: 1,018 shares; 2025Q4: 946 shares 946 $332K 0.03% -72 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13 shares; 2024Q4: 9 shares; 2025Q1: 9 shares; 2025Q2: 2,202 shares; 2025Q3: 3,111 shares; 2025Q4: 3,518 shares 3,518 $331K 0.03% +407 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,622 shares; 2024Q4: 5,511 shares; 2025Q1: 5,454 shares; 2025Q2: 5,272 shares; 2025Q3: 6,840 shares; 2025Q4: 8,561 shares 8,561 $329K 0.03% +1,721 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 364 shares; 2024Q4: 339 shares; 2025Q1: 533 shares; 2025Q2: 607 shares; 2025Q3: 1,033 shares; 2025Q4: 1,536 shares 1,536 $329K 0.03% +503 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 838 shares; 2025Q4: 1,243 shares 1,243 $321K 0.03% +405 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: 930 shares; 2025Q4: 1,281 shares 1,281 $311K 0.03% +351 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,562 shares; 2024Q4: 1,444 shares; 2025Q1: 1,371 shares; 2025Q2: 2,077 shares; 2025Q3: 2,490 shares; 2025Q4: 2,245 shares 2,245 $310K 0.03% -245 Timeline BNS BANK NOVA SCOTIA B C More: the full row for BANK NOVA SCOTIA B C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,506 shares; 2024Q4: 5,034 shares; 2025Q1: 6,199 shares; 2025Q2: 5,093 shares; 2025Q3: 4,242 shares; 2025Q4: 4,173 shares 4,173 $308K 0.03% -69 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,212 shares; 2024Q4: 8,417 shares; 2025Q1: 10,559 shares; 2025Q2: 8,549 shares; 2025Q3: 8,261 shares; 2025Q4: 9,035 shares 9,035 $306K 0.03% +774 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,533 shares; 2024Q4: 1,524 shares; 2025Q1: 1,500 shares; 2025Q2: 1,432 shares; 2025Q3: 2,003 shares; 2025Q4: 2,183 shares 2,183 $301K 0.03% +180 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: 315 shares; 2024Q4: 168 shares; 2025Q1: 165 shares; 2025Q2: 163 shares; 2025Q3: 688 shares; 2025Q4: 870 shares 870 $300K 0.03% +182 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: 1,329 shares; 2024Q4: 5 shares; 2025Q1: 4 shares; 2025Q2: 935 shares; 2025Q3: 1,144 shares; 2025Q4: 1,305 shares 1,305 $297K 0.02% +161 Timeline FCA FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6 shares; 2024Q4: 13,866 shares; 2025Q1: 11,083 shares; 2025Q2: 10,111 shares; 2025Q3: 11,035 shares; 2025Q4: 10,434 shares 10,434 $295K 0.02% -601 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,024 shares; 2024Q4: 1,870 shares; 2025Q1: 2,080 shares; 2025Q2: 2,338 shares; 2025Q3: 3,109 shares; 2025Q4: 3,799 shares 3,799 $294K 0.02% +690 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: 1,916 shares; 2024Q4: 1,252 shares; 2025Q1: 1,105 shares; 2025Q2: 1,245 shares; 2025Q3: 1,676 shares; 2025Q4: 3,059 shares 3,059 $293K 0.02% +1,383 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: 1,674 shares; 2024Q4: 1,683 shares; 2025Q1: 1,671 shares; 2025Q2: 1,521 shares; 2025Q3: 1,626 shares; 2025Q4: 2,257 shares 2,257 $291K 0.02% +631 Timeline SCHR 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,176 shares; 2025Q4: 11,554 shares 11,554 $290K 0.02% +7,378 Timeline SCHQ 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,154 shares; 2025Q4: 9,066 shares 9,066 $287K 0.02% +5,912 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: 4 shares; 2024Q4: 4 shares; 2025Q1: 4 shares; 2025Q2: 4 shares; 2025Q3: 892 shares; 2025Q4: 1,469 shares 1,469 $286K 0.02% +577 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13 shares; 2024Q4: 13 shares; 2025Q1: 9 shares; 2025Q2: not reported; 2025Q3: 4,035 shares; 2025Q4: 6,049 shares 6,049 $285K 0.02% +2,014 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,136 shares; 2024Q4: 23,512 shares; 2025Q1: 23,175 shares; 2025Q2: 22,313 shares; 2025Q3: 22,850 shares; 2025Q4: 1,509 shares 1,509 $284K 0.02% -21,341 Timeline BIV 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,405 shares; 2025Q4: 3,595 shares 3,595 $280K 0.02% +1,190 Timeline HYDB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,700 shares; 2025Q4: 5,911 shares 5,911 $280K 0.02% +211 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA 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: 14,529 shares; 2025Q3: 19,347 shares; 2025Q4: 23,837 shares 23,837 $280K 0.02% +4,490 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,098 shares; 2024Q4: 1,100 shares; 2025Q1: 1,095 shares; 2025Q2: 1,064 shares; 2025Q3: 1,245 shares; 2025Q4: 1,435 shares 1,435 $278K 0.02% +190 Timeline G GENPACT LIMITED More: the full row for GENPACT 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: 2,953 shares; 2025Q2: 1,817 shares; 2025Q3: 5,115 shares; 2025Q4: 5,941 shares 5,941 $278K 0.02% +826 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,699 shares; 2024Q4: 23,082 shares; 2025Q1: 23,124 shares; 2025Q2: 20,357 shares; 2025Q3: 16,939 shares; 2025Q4: 17,484 shares 17,484 $277K 0.02% +545 Timeline FGM FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11 shares; 2024Q4: 11 shares; 2025Q1: 11 shares; 2025Q2: 4,254 shares; 2025Q3: 4,683 shares; 2025Q4: 4,419 shares 4,419 $276K 0.02% -264 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: 377 shares; 2024Q4: 47,006 shares; 2025Q1: 34,990 shares; 2025Q2: 149,044 shares; 2025Q3: 3,865 shares; 2025Q4: 3,307 shares 3,307 $274K 0.02% -558 Timeline FEUZ FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,971 shares; 2024Q4: 19 shares; 2025Q1: 4,689 shares; 2025Q2: 4,313 shares; 2025Q3: 4,687 shares; 2025Q4: 4,425 shares 4,425 $272K 0.02% -262 Timeline BLV 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,617 shares; 2025Q4: 3,904 shares 3,904 $271K 0.02% +1,287 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: 963 shares; 2024Q4: 960 shares; 2025Q1: 728 shares; 2025Q2: 707 shares; 2025Q3: 812 shares; 2025Q4: 938 shares 938 $271K 0.02% +126 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: 1 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,802 shares; 2025Q4: 2,096 shares 2,096 $268K 0.02% +294 Timeline CGCV CAPITAL GROUP CONSERVATIVE E More: the full row for CAPITAL GROUP CONSERVATIVE E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,585 shares; 2025Q4: 8,766 shares 8,766 $267K 0.02% +1,181 Timeline FKU FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,426 shares; 2024Q4: 7,405 shares; 2025Q1: 5,994 shares; 2025Q2: 5,087 shares; 2025Q3: 5,560 shares; 2025Q4: 5,248 shares 5,248 $267K 0.02% -312 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: 1,482 shares; 2024Q4: 1,378 shares; 2025Q1: 1,320 shares; 2025Q2: 905 shares; 2025Q3: 1,273 shares; 2025Q4: 1,550 shares 1,550 $264K 0.02% +277 Timeline GSIE 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,559 shares; 2025Q4: 6,112 shares 6,112 $262K 0.02% +553 Timeline VMRK VIVMARK RESIDENTIAL More: the full row for VIVMARK RESIDENTIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,676 shares; 2024Q4: 3,827 shares; 2025Q1: 4,187 shares; 2025Q2: 3,982 shares; 2025Q3: 4,163 shares; 2025Q4: 4,129 shares 4,129 $260K 0.02% -34 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV 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: 49 shares; 2025Q4: 242 shares 242 $259K 0.02% +193 Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,589 shares; 2024Q4: 15,486 shares; 2025Q1: 14,739 shares; 2025Q2: 16,598 shares; 2025Q3: 12,037 shares; 2025Q4: 13,235 shares 13,235 $256K 0.02% +1,198 Timeline HYGW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,295 shares; 2025Q4: 8,566 shares 8,566 $256K 0.02% +5,271 Timeline CGMM CAPITAL GROUP EQUITY ETF TR More: the full row for CAPITAL GROUP EQUITY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,812 shares; 2025Q4: 8,843 shares 8,843 $255K 0.02% +4,031 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 813 shares; 2024Q4: 840 shares; 2025Q1: 962 shares; 2025Q2: 923 shares; 2025Q3: 999 shares; 2025Q4: 960 shares 960 $249K 0.02% -39 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: 1,611 shares; 2024Q4: 1,296 shares; 2025Q1: 66 shares; 2025Q2: 59 shares; 2025Q3: 449 shares; 2025Q4: 499 shares 499 $245K 0.02% +50 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB 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: 930 shares; 2025Q4: 4,258 shares 4,258 $244K 0.02% +3,328 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,701 shares; 2024Q4: 19,189 shares; 2025Q1: 18,968 shares; 2025Q2: 15,125 shares; 2025Q3: 15,738 shares; 2025Q4: 944 shares 944 $244K 0.02% -14,794 Timeline AWI ARMSTRONG WORLD INDS INC NEW More: the full row for ARMSTRONG WORLD INDS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 663 shares; 2025Q4: 1,277 shares 1,277 $244K 0.02% +614 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: 2,346 shares; 2024Q4: 2,351 shares; 2025Q1: 2,330 shares; 2025Q2: 2,235 shares; 2025Q3: 2,754 shares; 2025Q4: 3,281 shares 3,281 $242K 0.02% +527 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,412 shares; 2024Q4: 2,409 shares; 2025Q1: 2,374 shares; 2025Q2: 2,291 shares; 2025Q3: 2,547 shares; 2025Q4: 2,898 shares 2,898 $241K 0.02% +351 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: 86 shares; 2024Q4: 67 shares; 2025Q1: 64 shares; 2025Q2: 64 shares; 2025Q3: 5,982 shares; 2025Q4: 9,529 shares 9,529 $237K 0.02% +3,547 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 413 shares; 2025Q4: 4,946 shares 4,946 $237K 0.02% +4,533 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,386 shares; 2024Q4: 10 shares; 2025Q1: not reported; 2025Q2: 1,668 shares; 2025Q3: 1,847 shares; 2025Q4: 2,311 shares 2,311 $236K 0.02% +464 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,982 shares; 2024Q4: 1,506 shares; 2025Q1: 1,431 shares; 2025Q2: 1,611 shares; 2025Q3: 1,327 shares; 2025Q4: 789 shares 789 $233K 0.02% -538 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: 306 shares; 2024Q4: 596 shares; 2025Q1: 908 shares; 2025Q2: 1,167 shares; 2025Q3: 1,186 shares; 2025Q4: 1,118 shares 1,118 $233K 0.02% -68 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13 shares; 2024Q4: 13 shares; 2025Q1: 904 shares; 2025Q2: 1,466 shares; 2025Q3: 3,222 shares; 2025Q4: 3,707 shares 3,707 $232K 0.02% +485 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 148 shares; 2025Q4: 188 shares 188 $229K 0.02% +40 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,555 shares; 2024Q4: 1,551 shares; 2025Q1: 1,523 shares; 2025Q2: 1,438 shares; 2025Q3: 1,463 shares; 2025Q4: 1,401 shares 1,401 $228K 0.02% -62 Timeline GSLC 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,400 shares; 2025Q4: 1,717 shares 1,717 $227K 0.02% +317 Timeline RING 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: 1,471 shares; 2025Q4: 3,066 shares 3,066 $226K 0.02% +1,595 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: 4 shares; 2024Q4: 4 shares; 2025Q1: 4 shares; 2025Q2: 1 shares; 2025Q3: 148 shares; 2025Q4: 1,246 shares 1,246 $224K 0.02% +1,098 Timeline LOGI LOGITECH INTL S A More: the full row for LOGITECH INTL S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,154 shares; 2024Q4: 1,067 shares; 2025Q1: 1,013 shares; 2025Q2: 1,035 shares; 2025Q3: 1,125 shares; 2025Q4: 2,217 shares 2,217 $222K 0.02% +1,092 Timeline IGLB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,001 shares; 2025Q4: 4,399 shares 4,399 $222K 0.02% +398 Timeline FEP FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD 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: 4,119 shares 4,119 $221K 0.02% new Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 72 shares; 2025Q4: 659 shares 659 $221K 0.02% +587 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: 20 shares; 2024Q4: 19 shares; 2025Q1: 19 shares; 2025Q2: 12 shares; 2025Q3: 597 shares; 2025Q4: 673 shares 673 $220K 0.02% +76 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: 287 shares; 2024Q4: 180 shares; 2025Q1: 179 shares; 2025Q2: 123 shares; 2025Q3: 1,578 shares; 2025Q4: 8,798 shares 8,798 $219K 0.02% +7,220 Timeline BBUS J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,789 shares; 2025Q4: 1,766 shares 1,766 $218K 0.02% -23 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: 1,165 shares; 2024Q4: 1,168 shares; 2025Q1: 1,160 shares; 2025Q2: 1,131 shares; 2025Q3: 1,905 shares; 2025Q4: 2,096 shares 2,096 $215K 0.02% +191 Timeline EMLC VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,207 shares 8,207 $212K 0.02% new 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: 100,642 shares; 2025Q1: 110,282 shares; 2025Q2: 104,834 shares; 2025Q3: 2,909 shares; 2025Q4: 4,422 shares 4,422 $201K 0.02% +1,513 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 304 shares; 2025Q4: 594 shares 594 $201K 0.02% +290 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: 275 shares; 2024Q4: 254 shares; 2025Q1: 144 shares; 2025Q2: 163 shares; 2025Q3: 282 shares; 2025Q4: 470 shares 470 $200K 0.02% +188 Timeline CPA COPA HOLDINGS SA More: the full row for COPA HOLDINGS SA 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: 1,046 shares; 2025Q3: 1,477 shares; 2025Q4: 1,656 shares 1,656 $200K 0.02% +179 Timeline RPRX ROYALTY PHARMA PLC More: the full row for ROYALTY PHARMA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,459 shares; 2024Q4: 1,932 shares; 2025Q1: 1,436 shares; 2025Q2: 17 shares; 2025Q3: 4,660 shares; 2025Q4: 5,158 shares 5,158 $199K 0.02% +498 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6 shares; 2024Q4: 5 shares; 2025Q1: 5 shares; 2025Q2: 5 shares; 2025Q3: 1,044 shares; 2025Q4: 1,488 shares 1,488 $198K 0.02% +444 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: 2,158 shares; 2024Q4: 2,163 shares; 2025Q1: 2,139 shares; 2025Q2: 2,042 shares; 2025Q3: 2,546 shares; 2025Q4: 2,758 shares 2,758 $193K 0.02% +212 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 570 shares; 2024Q4: 445 shares; 2025Q1: 1 shares; 2025Q2: 534 shares; 2025Q3: 1,123 shares; 2025Q4: 1,214 shares 1,214 $193K 0.02% +91 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: 2,400 shares; 2024Q4: 2,373 shares; 2025Q1: 2,312 shares; 2025Q2: 1,623 shares; 2025Q3: 1,621 shares; 2025Q4: 1,201 shares 1,201 $192K 0.02% -420 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,407 shares; 2024Q4: 4,455 shares; 2025Q1: 4,423 shares; 2025Q2: 4,334 shares; 2025Q3: 5,192 shares; 2025Q4: 6,776 shares 6,776 $191K 0.02% +1,584 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: 3,494 shares; 2024Q4: 1,759 shares; 2025Q1: 3,602 shares; 2025Q2: 4,621 shares; 2025Q3: 2,528 shares; 2025Q4: 3,880 shares 3,880 $191K 0.02% +1,352 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,921 shares; 2024Q4: 5,730 shares; 2025Q1: 2,347 shares; 2025Q2: 21 shares; 2025Q3: 6,144 shares; 2025Q4: 11,083 shares 11,083 $191K 0.02% +4,939 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: 8,083 shares; 2024Q4: 7,869 shares; 2025Q1: 41 shares; 2025Q2: 28 shares; 2025Q3: 553 shares; 2025Q4: 287 shares 287 $190K 0.02% -266 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: 5 shares; 2024Q4: 3 shares; 2025Q1: 3 shares; 2025Q2: 3 shares; 2025Q3: 262 shares; 2025Q4: 514 shares 514 $190K 0.02% +252 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,700 shares; 2024Q4: 3,814 shares; 2025Q1: 3,974 shares; 2025Q2: 3,890 shares; 2025Q3: 6,214 shares; 2025Q4: 7,166 shares 7,166 $189K 0.02% +952 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 8,487 shares; 2025Q3: 8,590 shares; 2025Q4: 490 shares 490 $188K 0.02% -8,100 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,977 shares; 2024Q4: 1,845 shares; 2025Q1: 1,758 shares; 2025Q2: 2,081 shares; 2025Q3: 2,312 shares; 2025Q4: 4,209 shares 4,209 $187K 0.02% +1,897 Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 477 shares; 2025Q4: 2,511 shares 2,511 $187K 0.02% +2,034 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 511 shares; 2025Q4: 2,420 shares 2,420 $186K 0.02% +1,909 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,714 shares; 2025Q4: 2,299 shares 2,299 $185K 0.02% +585 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: 17 shares; 2024Q4: 13 shares; 2025Q1: 12 shares; 2025Q2: 12 shares; 2025Q3: 1,213 shares; 2025Q4: 1,533 shares 1,533 $180K 0.02% +320 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP 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: 339 shares; 2025Q4: 7,003 shares 7,003 $179K 0.01% +6,664 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 962 shares; 2024Q4: 2,121 shares; 2025Q1: 3,063 shares; 2025Q2: 3,081 shares; 2025Q3: 4,401 shares; 2025Q4: 4,327 shares 4,327 $178K 0.01% -74 Timeline BBAG J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,838 shares; 2025Q4: 3,757 shares 3,757 $175K 0.01% -2,081 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,334 shares; 2025Q4: 1,451 shares 1,451 $173K 0.01% +117 Timeline GFI GOLD FIELDS LTD More: the full row for GOLD FIELDS 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: 5,291 shares; 2025Q2: 5,968 shares; 2025Q3: 6,597 shares; 2025Q4: 3,852 shares 3,852 $168K 0.01% -2,745 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,528 shares; 2025Q4: 2,409 shares 2,409 $167K 0.01% +881 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: 1,910 shares; 2024Q4: 3,834 shares; 2025Q1: 5,966 shares; 2025Q2: 7,749 shares; 2025Q3: 5,831 shares; 2025Q4: 4,515 shares 4,515 $164K 0.01% -1,316 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14 shares; 2025Q4: 644 shares 644 $163K 0.01% +630 Timeline FENY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,669 shares; 2025Q4: 6,576 shares 6,576 $163K 0.01% +2,907 Timeline FNDF 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,780 shares; 2025Q4: 3,541 shares 3,541 $160K 0.01% +1,761 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: 3,332 shares; 2024Q4: 3,350 shares; 2025Q1: 3,374 shares; 2025Q2: 3,254 shares; 2025Q3: 3,461 shares; 2025Q4: 3,416 shares 3,416 $160K 0.01% -45 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,883 shares; 2025Q4: 2,739 shares 2,739 $160K 0.01% +856 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,497 shares; 2024Q4: 6,461 shares; 2025Q1: 6,682 shares; 2025Q2: 2,194 shares; 2025Q3: 1,630 shares; 2025Q4: 1,249 shares 1,249 $156K 0.01% -381 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46 shares; 2024Q4: 30 shares; 2025Q1: 30 shares; 2025Q2: 15 shares; 2025Q3: 1,107 shares; 2025Q4: 1,568 shares 1,568 $156K 0.01% +461 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 598 shares; 2025Q4: 677 shares 677 $154K 0.01% +79 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: 13,414 shares; 2024Q4: 13,058 shares; 2025Q1: 12,924 shares; 2025Q2: 63 shares; 2025Q3: 211 shares; 2025Q4: 580 shares 580 $154K 0.01% +369 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 266 shares; 2025Q4: 531 shares 531 $151K 0.01% +265 Timeline RDDT REDDIT INC More: the full row for REDDIT 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: 340 shares; 2025Q4: 652 shares 652 $150K 0.01% +312 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: 883 shares; 2024Q4: 893 shares; 2025Q1: 887 shares; 2025Q2: 694 shares; 2025Q3: 517 shares; 2025Q4: 318 shares 318 $148K 0.01% -199 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH 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: 1,203 shares; 2025Q4: 3,328 shares 3,328 $148K 0.01% +2,125 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,004 shares; 2025Q4: 1,957 shares 1,957 $147K 0.01% -47 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 120 shares; 2025Q4: 215 shares 215 $145K 0.01% +95 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,155 shares; 2025Q4: 1,436 shares 1,436 $143K 0.01% +281 Timeline DDOG DATADOG INC More: the full row for DATADOG 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: 191 shares; 2025Q4: 1,052 shares 1,052 $143K 0.01% +861 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5 shares; 2024Q4: 5 shares; 2025Q1: 5 shares; 2025Q2: not reported; 2025Q3: 2,503 shares; 2025Q4: 2,748 shares 2,748 $142K 0.01% +245 Timeline JBND J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,617 shares 2,617 $142K 0.01% new 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: 593 shares; 2024Q4: 1,194 shares; 2025Q1: 1,174 shares; 2025Q2: 1,737 shares; 2025Q3: 1,334 shares; 2025Q4: 1,064 shares 1,064 $141K 0.01% -270 Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,425 shares; 2024Q4: 1,381 shares; 2025Q1: 1,315 shares; 2025Q2: 904 shares; 2025Q3: 1,179 shares; 2025Q4: 1,614 shares 1,614 $141K 0.01% +435 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,202 shares; 2025Q4: 2,656 shares 2,656 $140K 0.01% -546 Timeline ICLR ICON PUB LTD CO More: the full row for ICON PUB LTD CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 436 shares; 2024Q4: 402 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 447 shares; 2025Q4: 770 shares 770 $140K 0.01% +323 Timeline BALI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,372 shares; 2025Q4: 4,394 shares 4,394 $140K 0.01% +3,022 Timeline ROKU ROKU INC More: the full row for ROKU 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: 650 shares; 2025Q4: 1,282 shares 1,282 $139K 0.01% +632 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,075 shares; 2024Q4: 554 shares; 2025Q1: 523 shares; 2025Q2: 589 shares; 2025Q3: 681 shares; 2025Q4: 745 shares 745 $138K 0.01% +64 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,230 shares; 2024Q4: 6,433 shares; 2025Q1: 8,190 shares; 2025Q2: 7,802 shares; 2025Q3: 8,076 shares; 2025Q4: 7,913 shares 7,913 $137K 0.01% -163 Timeline FUTY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 279 shares; 2025Q4: 2,449 shares 2,449 $135K 0.01% +2,170 Timeline IFF INTERNATIONAL FLAVORS&FRAGRA More: the full row for INTERNATIONAL FLAVORS&FRAGRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12 shares; 2024Q4: 4 shares; 2025Q1: 69 shares; 2025Q2: 679 shares; 2025Q3: 1,145 shares; 2025Q4: 1,992 shares 1,992 $135K 0.01% +847 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: 47 shares; 2024Q4: 46 shares; 2025Q1: 46 shares; 2025Q2: 46 shares; 2025Q3: 261 shares; 2025Q4: 262 shares 262 $132K 0.01% +1 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: 23 shares; 2024Q4: 21 shares; 2025Q1: 20 shares; 2025Q2: 16 shares; 2025Q3: 287 shares; 2025Q4: 375 shares 375 $131K 0.01% +88 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 47 shares; 2025Q1: 469 shares; 2025Q2: 692 shares; 2025Q3: 1,402 shares; 2025Q4: 588 shares 588 $131K 0.01% -814 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 294 shares; 2024Q4: 301 shares; 2025Q1: 613 shares; 2025Q2: 787 shares; 2025Q3: 839 shares; 2025Q4: 1,263 shares 1,263 $130K 0.01% +424 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,203 shares; 2024Q4: 60 shares; 2025Q1: 40 shares; 2025Q2: 25 shares; 2025Q3: 783 shares; 2025Q4: 1,325 shares 1,325 $130K 0.01% +542 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 303 shares; 2025Q4: 489 shares 489 $126K 0.01% +186 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 29 shares; 2025Q1: 327 shares; 2025Q2: 321 shares; 2025Q3: 360 shares; 2025Q4: 490 shares 490 $126K 0.01% +130 Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107 shares; 2024Q4: 1,572 shares; 2025Q1: 1,790 shares; 2025Q2: 1,781 shares; 2025Q3: 5,364 shares; 2025Q4: 6,539 shares 6,539 $125K 0.01% +1,175 Timeline LCTU BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,082 shares; 2025Q4: 1,658 shares 1,658 $123K 0.01% +576 Timeline BF-B BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79 shares; 2024Q4: 162 shares; 2025Q1: 1,304 shares; 2025Q2: 1,691 shares; 2025Q3: 3,721 shares; 2025Q4: 4,613 shares 4,613 $121K 0.01% +892 Timeline AFRM AFFIRM HLDGS INC More: the full row for AFFIRM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 27 shares; 2025Q4: 1,606 shares 1,606 $120K 0.01% +1,579 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,592 shares; 2024Q4: 1,465 shares; 2025Q1: 831 shares; 2025Q2: 786 shares; 2025Q3: 924 shares; 2025Q4: 932 shares 932 $119K 0.01% +8 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,374 shares; 2024Q4: 5,377 shares; 2025Q1: 5,398 shares; 2025Q2: 5,208 shares; 2025Q3: 5,319 shares; 2025Q4: 4,898 shares 4,898 $119K 0.01% -421 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,559 shares; 2024Q4: 2,594 shares; 2025Q1: 2,590 shares; 2025Q2: 2,508 shares; 2025Q3: 2,786 shares; 2025Q4: 2,554 shares 2,554 $119K 0.01% -232 Timeline GIGB 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: 4 shares; 2024Q4: 4 shares; 2025Q1: 4 shares; 2025Q2: 4 shares; 2025Q3: 1,704 shares; 2025Q4: 2,553 shares 2,553 $119K 0.01% +849 Timeline CGNG CAPITAL GROUP NEW GEOGRAPHY More: the full row for CAPITAL GROUP NEW GEOGRAPHY 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: 2,196 shares; 2025Q4: 3,709 shares 3,709 $118K 0.01% +1,513 Timeline SIG SIGNET JEWELERS LTD More: the full row for SIGNET JEWELERS 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: 65 shares; 2025Q4: 1,420 shares 1,420 $118K 0.01% +1,355 Timeline VIPS VIPSHOP HLDGS LTD More: the full row for VIPSHOP HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19 shares; 2024Q4: 19 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,570 shares; 2025Q4: 6,579 shares 6,579 $116K 0.01% +4,009 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: 2 shares; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 90 shares; 2025Q4: 140 shares 140 $115K 0.01% +50 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 867 shares; 2025Q4: 1,261 shares 1,261 $114K 0.01% +394 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,014 shares; 2025Q4: 1,067 shares 1,067 $113K 0.01% +53 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 413 shares; 2025Q4: 867 shares 867 $112K 0.01% +454 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 424 shares; 2025Q4: 495 shares 495 $112K 0.01% +71 Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,188 shares; 2025Q4: 4,750 shares 4,750 $111K 0.01% +2,562 Timeline INGR INGREDION INC More: the full row for INGREDION 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: 700 shares; 2025Q4: 1,005 shares 1,005 $111K 0.01% +305 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: 623 shares; 2024Q4: 608 shares; 2025Q1: 585 shares; 2025Q2: 549 shares; 2025Q3: 599 shares; 2025Q4: 634 shares 634 $110K 0.01% +35 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 272 shares; 2025Q4: 759 shares 759 $109K 0.01% +487 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3 shares; 2024Q4: 3 shares; 2025Q1: 448 shares; 2025Q2: 397 shares; 2025Q3: 468 shares; 2025Q4: 534 shares 534 $108K 0.01% +66 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: 739 shares; 2024Q4: 746 shares; 2025Q1: 682 shares; 2025Q2: 644 shares; 2025Q3: 648 shares; 2025Q4: 601 shares 601 $107K 0.01% -47 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34 shares; 2024Q4: 577 shares; 2025Q1: 650 shares; 2025Q2: 1,152 shares; 2025Q3: 1,126 shares; 2025Q4: 653 shares 653 $107K 0.01% -473 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,458 shares; 2024Q4: 2,515 shares; 2025Q1: 2,515 shares; 2025Q2: 2,397 shares; 2025Q3: 2,015 shares; 2025Q4: 1,221 shares 1,221 $106K 0.01% -794 Timeline SEPQ LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 377,187 shares; 2024Q4: 377,265 shares; 2025Q1: 358,276 shares; 2025Q2: 362,488 shares; 2025Q3: 333,765 shares; 2025Q4: 4,194 shares 4,194 $106K 0.01% -329,571 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 865 shares; 2025Q4: 963 shares 963 $106K 0.01% +98 Timeline SW SMURFIT WESTROCK PLC More: the full row for SMURFIT WESTROCK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,683 shares; 2024Q4: 1,685 shares; 2025Q1: 2,460 shares; 2025Q2: 2,557 shares; 2025Q3: 2,800 shares; 2025Q4: 2,715 shares 2,715 $105K 0.01% -85 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21 shares; 2024Q4: 173 shares; 2025Q1: 1,667 shares; 2025Q2: 1,596 shares; 2025Q3: 2,015 shares; 2025Q4: 2,814 shares 2,814 $103K 0.01% +799 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26 shares; 2024Q4: 26 shares; 2025Q1: 26 shares; 2025Q2: not reported; 2025Q3: 3,029 shares; 2025Q4: 4,458 shares 4,458 $103K 0.01% +1,429 Timeline WPC WP CAREY INC More: the full row for WP CAREY 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: 1,032 shares; 2025Q4: 1,545 shares 1,545 $101K 0.01% +513 Timeline DEO DIAGEO PLC More: the full row for DIAGEO 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: 805 shares; 2025Q4: 1,160 shares 1,160 $100K 0.01% +355 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,559 shares; 2025Q4: 2,281 shares 2,281 $99.3K 0.01% +722 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,484 shares; 2024Q4: 1,375 shares; 2025Q1: 658 shares; 2025Q2: 743 shares; 2025Q3: 880 shares; 2025Q4: 953 shares 953 $99.3K 0.01% +73 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,084 shares; 2025Q4: 6,111 shares 6,111 $98.3K 0.01% +3,027 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 918 shares; 2024Q4: 921 shares; 2025Q1: 910 shares; 2025Q2: 874 shares; 2025Q3: 972 shares; 2025Q4: 590 shares 590 $96.5K 0.01% -382 Timeline PEZ 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: 146,405 shares; 2024Q4: 152,339 shares; 2025Q1: 156,636 shares; 2025Q2: 601 shares; 2025Q3: 136,538 shares; 2025Q4: 925 shares 925 $96.1K 0.01% -135,613 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: 9 shares; 2024Q4: 5 shares; 2025Q1: 5 shares; 2025Q2: 5 shares; 2025Q3: 372 shares; 2025Q4: 444 shares 444 $95K 0.01% +72 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A 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: 88 shares; 2025Q4: 162 shares 162 $94.1K 0.01% +74 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83 shares; 2024Q4: 67 shares; 2025Q1: 67 shares; 2025Q2: 34 shares; 2025Q3: 441 shares; 2025Q4: 1,581 shares 1,581 $92.7K 0.01% +1,140 Timeline GGUS 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,146 shares; 2025Q4: 1,441 shares 1,441 $91.7K 0.01% +295 Timeline LEMB 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: not reported; 2025Q4: 2,192 shares 2,192 $91.1K 0.01% new Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 491 shares; 2024Q4: 494 shares; 2025Q1: 489 shares; 2025Q2: 476 shares; 2025Q3: 491 shares; 2025Q4: 459 shares 459 $91K 0.01% -32 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 74 shares; 2025Q4: 89 shares 89 $90.1K 0.01% +15 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,140 shares; 2024Q4: 647 shares; 2025Q1: 617 shares; 2025Q2: 584 shares; 2025Q3: 668 shares; 2025Q4: 1,157 shares 1,157 $89.5K 0.01% +489 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: 14 shares; 2024Q4: 4 shares; 2025Q1: 4 shares; 2025Q2: 1 shares; 2025Q3: 713 shares; 2025Q4: 833 shares 833 $89.2K 0.01% +120 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: 60 shares; 2024Q4: 60 shares; 2025Q1: 60 shares; 2025Q2: 60 shares; 2025Q3: 150 shares; 2025Q4: 253 shares 253 $89.2K 0.01% +103 Timeline GEM 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,785 shares; 2025Q4: 2,136 shares 2,136 $88.9K 0.01% +351 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: 26 shares; 2025Q1: 234 shares; 2025Q2: 287 shares; 2025Q3: 491 shares; 2025Q4: 489 shares 489 $88.9K 0.01% -2 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,439 shares; 2025Q4: 8,118 shares 8,118 $88K 0.01% +2,679 Timeline PEGA PEGASYSTEMS INC More: the full row for PEGASYSTEMS 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: 778 shares; 2025Q4: 1,473 shares 1,473 $87.9K 0.01% +695 Timeline USHY 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 shares; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: not reported; 2025Q3: 2,663 shares; 2025Q4: 2,332 shares 2,332 $87.2K 0.01% -331 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: 29 shares; 2024Q4: 26 shares; 2025Q1: 25 shares; 2025Q2: 25 shares; 2025Q3: 632 shares; 2025Q4: 990 shares 990 $86.3K 0.01% +358 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 79 shares; 2025Q4: 183 shares 183 $85.4K 0.01% +104 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 400 shares; 2025Q4: 572 shares 572 $85.3K 0.01% +172 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 180 shares; 2025Q4: 392 shares 392 $85.1K 0.01% +212 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: 5 shares; 2024Q4: 5 shares; 2025Q1: 5 shares; 2025Q2: 1 shares; 2025Q3: 110 shares; 2025Q4: 147 shares 147 $83.6K 0.01% +37 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS 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: 107 shares; 2025Q4: 169 shares 169 $82.3K 0.01% +62 Timeline SYSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 915 shares 915 $82.2K 0.01% new Timeline TXT TEXTRON INC More: the full row for TEXTRON 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: 342 shares; 2025Q4: 913 shares 913 $79.6K 0.01% +571 Timeline EG EVEREST GROUP LTD More: the full row for EVEREST GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 531 shares; 2024Q4: 254 shares; 2025Q1: 240 shares; 2025Q2: 229 shares; 2025Q3: 237 shares; 2025Q4: 232 shares 232 $78.7K 0.01% -5 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54 shares; 2024Q4: 16 shares; 2025Q1: 250 shares; 2025Q2: 342 shares; 2025Q3: 871 shares; 2025Q4: 2,878 shares 2,878 $78.1K 0.01% +2,007 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 372 shares; 2025Q4: 543 shares 543 $76K 0.01% +171 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: 5 shares; 2024Q4: 5 shares; 2025Q1: 5 shares; 2025Q2: 3 shares; 2025Q3: 179 shares; 2025Q4: 352 shares 352 $74.6K 0.01% +173 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 270 shares; 2025Q4: 790 shares 790 $73K 0.01% +520 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,191 shares; 2025Q4: 1,130 shares 1,130 $72.7K 0.01% -61 Timeline HMC HONDA MOTOR CO LTD More: the full row for HONDA MOTOR CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,469 shares; 2024Q4: 8 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,678 shares; 2025Q4: 2,457 shares 2,457 $72.4K 0.01% +779 Timeline JLL JONES LANG LASALLE INC More: the full row for JONES LANG LASALLE 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: 148 shares; 2025Q4: 215 shares 215 $72.3K 0.01% +67 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,245 shares; 2024Q4: 1,209 shares; 2025Q1: 1,153 shares; 2025Q2: 1,098 shares; 2025Q3: 1,158 shares; 2025Q4: 1,137 shares 1,137 $72.2K 0.01% -21 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE 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: 519 shares; 2025Q4: 329 shares 329 $72.1K 0.01% -190 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,147 shares; 2025Q4: 2,567 shares 2,567 $71.9K 0.01% +420 Timeline ARGX ARGENX SE More: the full row for ARGENX SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 47 shares; 2025Q4: 85 shares 85 $71.5K 0.01% +38 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: 70 shares; 2024Q4: 44 shares; 2025Q1: 20 shares; 2025Q2: 3 shares; 2025Q3: 418 shares; 2025Q4: 894 shares 894 $71K 0.01% +476 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: not reported; 2025Q3: 172 shares; 2025Q4: 349 shares 349 $70.8K 0.01% +177 Timeline CNH CNH INDL N V More: the full row for CNH INDL N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 357 shares; 2025Q2: 3,653 shares; 2025Q3: 4,720 shares; 2025Q4: 7,623 shares 7,623 $70.3K 0.01% +2,903 Timeline JGLO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,067 shares; 2025Q4: 1,038 shares 1,038 $70.3K 0.01% -29 Timeline