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: 401,225 shares; 2024Q4: 397,450 shares; 2025Q1: 394,417 shares; 2025Q2: 383,207 shares; 2025Q3: 390,727 shares; 2025Q4: 351,223 shares 351,223 $95.5M 9.68% -39,504 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: 76,768 shares; 2024Q4: 78,344 shares; 2025Q1: 92,045 shares; 2025Q2: 90,188 shares; 2025Q3: 92,337 shares; 2025Q4: 90,782 shares 90,782 $44.3M 4.49% -1,555 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: 143,055 shares; 2024Q4: 145,785 shares; 2025Q1: 141,441 shares; 2025Q2: 139,437 shares; 2025Q3: 138,505 shares; 2025Q4: 133,814 shares 133,814 $42M 4.26% -4,691 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: 160,307 shares; 2024Q4: 156,773 shares; 2025Q1: 154,816 shares; 2025Q2: 153,680 shares; 2025Q3: 152,080 shares; 2025Q4: 131,261 shares 131,261 $41.1M 4.17% -20,819 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: 179,556 shares; 2024Q4: 176,420 shares; 2025Q1: 179,752 shares; 2025Q2: 175,114 shares; 2025Q3: 175,833 shares; 2025Q4: 164,509 shares 164,509 $38M 3.85% -11,324 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: 84,143 shares; 2024Q4: 83,721 shares; 2025Q1: 84,261 shares; 2025Q2: 82,595 shares; 2025Q3: 82,443 shares; 2025Q4: 63,490 shares 63,490 $30.7M 3.11% -18,953 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: 100,603 shares; 2024Q4: 97,975 shares; 2025Q1: 97,926 shares; 2025Q2: 95,972 shares; 2025Q3: 94,245 shares; 2025Q4: 85,730 shares 85,730 $27.6M 2.8% -8,515 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: 106,610 shares; 2024Q4: 112,066 shares; 2025Q1: 108,746 shares; 2025Q2: 107,372 shares; 2025Q3: 106,164 shares; 2025Q4: 96,878 shares 96,878 $19.3M 1.96% -9,286 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: 65,884 shares; 2024Q4: 64,578 shares; 2025Q1: 64,020 shares; 2025Q2: 61,561 shares; 2025Q3: 61,813 shares; 2025Q4: 53,292 shares 53,292 $18.7M 1.9% -8,521 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,868 shares; 2024Q4: 41,204 shares; 2025Q1: 40,968 shares; 2025Q2: 40,675 shares; 2025Q3: 40,626 shares; 2025Q4: 25,948 shares 25,948 $16.3M 1.65% -14,678 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: 31,262 shares; 2024Q4: 30,406 shares; 2025Q1: 30,092 shares; 2025Q2: 29,172 shares; 2025Q3: 29,216 shares; 2025Q4: 27,880 shares 27,880 $15.8M 1.6% -1,336 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: 30,203 shares; 2024Q4: 29,516 shares; 2025Q1: 29,478 shares; 2025Q2: 29,562 shares; 2025Q3: 28,914 shares; 2025Q4: 26,319 shares 26,319 $15M 1.52% -2,595 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,861 shares; 2024Q4: 80,395 shares; 2025Q1: 77,073 shares; 2025Q2: 74,326 shares; 2025Q3: 74,056 shares; 2025Q4: 65,186 shares 65,186 $14.9M 1.52% -8,870 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: 87,911 shares; 2024Q4: 84,050 shares; 2025Q1: 83,385 shares; 2025Q2: 81,181 shares; 2025Q3: 80,060 shares; 2025Q4: 70,588 shares 70,588 $14.6M 1.48% -9,472 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: 96,525 shares; 2024Q4: 94,777 shares; 2025Q1: 98,160 shares; 2025Q2: 92,707 shares; 2025Q3: 92,411 shares; 2025Q4: 77,179 shares 77,179 $14.4M 1.46% -15,232 Timeline XPO XPO INC More: the full row for XPO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 129,304 shares; 2024Q4: 125,456 shares; 2025Q1: 123,801 shares; 2025Q2: 98,187 shares; 2025Q3: 98,545 shares; 2025Q4: 97,504 shares 97,504 $13.3M 1.34% -1,041 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: 152,143 shares; 2024Q4: 145,556 shares; 2025Q1: 144,501 shares; 2025Q2: 140,015 shares; 2025Q3: 140,654 shares; 2025Q4: 117,157 shares 117,157 $13.1M 1.33% -23,497 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,955 shares; 2024Q4: 76,287 shares; 2025Q1: 75,602 shares; 2025Q2: 73,541 shares; 2025Q3: 73,560 shares; 2025Q4: 66,936 shares 66,936 $13.1M 1.33% -6,624 Timeline BNL BROADSTONE NET LEASE INC More: the full row for BROADSTONE NET LEASE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,046,270 shares; 2024Q4: 1,015,121 shares; 2025Q1: 965,061 shares; 2025Q2: 798,164 shares; 2025Q3: 840,491 shares; 2025Q4: 735,626 shares 735,626 $13M 1.32% -104,865 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: 77,683 shares; 2025Q1: 78,341 shares; 2025Q2: 76,168 shares; 2025Q3: 75,468 shares; 2025Q4: 72,195 shares 72,195 $12.4M 1.25% -3,273 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: 89,812 shares; 2024Q4: 87,843 shares; 2025Q1: 86,658 shares; 2025Q2: 85,262 shares; 2025Q3: 85,799 shares; 2025Q4: 77,443 shares 77,443 $11.9M 1.21% -8,356 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: 20,186 shares; 2024Q4: 20,725 shares; 2025Q1: 20,647 shares; 2025Q2: 20,489 shares; 2025Q3: 20,522 shares; 2025Q4: 20,477 shares 20,477 $11.9M 1.2% -45 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: 70,008 shares; 2024Q4: 70,688 shares; 2025Q1: 72,570 shares; 2025Q2: 72,894 shares; 2025Q3: 72,253 shares; 2025Q4: 70,543 shares 70,543 $10.9M 1.11% -1,710 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: 219,989 shares; 2024Q4: 216,733 shares; 2025Q1: 231,038 shares; 2025Q2: 221,786 shares; 2025Q3: 219,924 shares; 2025Q4: 191,355 shares 191,355 $10.5M 1.06% -28,569 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: 143,963 shares; 2024Q4: 138,523 shares; 2025Q1: 137,410 shares; 2025Q2: 134,508 shares; 2025Q3: 130,670 shares; 2025Q4: 111,382 shares 111,382 $10.4M 1.05% -19,288 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: 37,396 shares; 2024Q4: 36,943 shares; 2025Q1: 36,499 shares; 2025Q2: 35,600 shares; 2025Q3: 35,660 shares; 2025Q4: 67,195 shares 67,195 $9.68M 0.98% +31,535 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: 35,667 shares; 2024Q4: 34,445 shares; 2025Q1: 34,106 shares; 2025Q2: 33,188 shares; 2025Q3: 34,103 shares; 2025Q4: 30,831 shares 30,831 $9.65M 0.98% -3,272 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: 67,028 shares; 2024Q4: 47,559 shares; 2025Q1: 48,326 shares; 2025Q2: 47,072 shares; 2025Q3: 47,150 shares; 2025Q4: 41,197 shares 41,197 $8.94M 0.91% -5,953 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: 166,497 shares; 2024Q4: 158,080 shares; 2025Q1: 162,317 shares; 2025Q2: 162,950 shares; 2025Q3: 165,596 shares; 2025Q4: 136,769 shares 136,769 $7.43M 0.75% -28,827 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: 55,933 shares; 2024Q4: 52,842 shares; 2025Q1: 54,017 shares; 2025Q2: 52,105 shares; 2025Q3: 51,232 shares; 2025Q4: 50,912 shares 50,912 $7.38M 0.75% -320 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: 55,025 shares; 2024Q4: 55,231 shares; 2025Q1: 61,859 shares; 2025Q2: 53,573 shares; 2025Q3: 47,633 shares; 2025Q4: 46,420 shares 46,420 $7.19M 0.73% -1,213 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: 16,682 shares; 2024Q4: 15,835 shares; 2025Q1: 16,083 shares; 2025Q2: 15,834 shares; 2025Q3: 17,285 shares; 2025Q4: 14,080 shares 14,080 $7.08M 0.72% -3,205 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,498 shares; 2024Q4: 46,298 shares; 2025Q1: 45,993 shares; 2025Q2: 46,190 shares; 2025Q3: 46,268 shares; 2025Q4: 45,326 shares 45,326 $6.86M 0.7% -942 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: 56,706 shares; 2024Q4: 57,348 shares; 2025Q1: 57,387 shares; 2025Q2: 59,105 shares; 2025Q3: 56,039 shares; 2025Q4: 54,571 shares 54,571 $6.84M 0.69% -1,468 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: 110,491 shares; 2024Q4: 109,601 shares; 2025Q1: 99,543 shares; 2025Q2: 93,515 shares; 2025Q3: 86,209 shares; 2025Q4: 63,482 shares 63,482 $6.74M 0.68% -22,727 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: 48,282 shares; 2024Q4: 46,636 shares; 2025Q1: 46,229 shares; 2025Q2: 32,038 shares; 2025Q3: 30,910 shares; 2025Q4: 27,494 shares 27,494 $6.66M 0.68% -3,416 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: 50,259 shares; 2024Q4: 49,349 shares; 2025Q1: 51,226 shares; 2025Q2: 49,669 shares; 2025Q3: 50,927 shares; 2025Q4: 43,560 shares 43,560 $6.64M 0.67% -7,367 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: 45,975 shares; 2024Q4: 46,445 shares; 2025Q1: 45,961 shares; 2025Q2: 45,975 shares; 2025Q3: 45,795 shares; 2025Q4: 45,781 shares 45,781 $6.57M 0.67% -14 Timeline QXO QXO INC More: the full row for QXO 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: 285,892 shares; 2025Q4: 329,592 shares 329,592 $6.36M 0.64% +43,700 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: 10,711 shares; 2024Q4: 10,569 shares; 2025Q1: 10,659 shares; 2025Q2: 10,406 shares; 2025Q3: 11,121 shares; 2025Q4: 10,627 shares 10,627 $6.09M 0.62% -494 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,291 shares; 2024Q4: 23,227 shares; 2025Q1: 23,258 shares; 2025Q2: 18,988 shares; 2025Q3: 18,499 shares; 2025Q4: 18,227 shares 18,227 $5.89M 0.6% -272 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: 38,263 shares; 2024Q4: 37,674 shares; 2025Q1: 38,569 shares; 2025Q2: 37,736 shares; 2025Q3: 37,701 shares; 2025Q4: 31,819 shares 31,819 $5.84M 0.59% -5,882 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: 20,543 shares; 2024Q4: 19,851 shares; 2025Q1: 19,796 shares; 2025Q2: 19,350 shares; 2025Q3: 25,517 shares; 2025Q4: 21,500 shares 21,500 $5.83M 0.59% -4,017 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: 24,305 shares; 2024Q4: 23,985 shares; 2025Q1: 22,905 shares; 2025Q2: 22,781 shares; 2025Q3: 22,828 shares; 2025Q4: 21,197 shares 21,197 $5.79M 0.59% -1,631 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: 75,462 shares; 2024Q4: 75,266 shares; 2025Q1: 76,228 shares; 2025Q2: 72,172 shares; 2025Q3: 73,868 shares; 2025Q4: 64,892 shares 64,892 $5.46M 0.55% -8,976 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: 5,434 shares; 2025Q1: 5,402 shares; 2025Q2: 5,319 shares; 2025Q3: 5,704 shares; 2025Q4: 5,005 shares 5,005 $5.36M 0.54% -699 Timeline BIP BROOKFIELD INFRASTRUCTURE PA More: the full row for BROOKFIELD INFRASTRUCTURE PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 160,924 shares; 2024Q4: 157,555 shares; 2025Q1: 151,593 shares; 2025Q2: 152,605 shares; 2025Q3: 149,694 shares; 2025Q4: 139,647 shares 139,647 $4.85M 0.49% -10,047 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,278 shares; 2024Q4: 34,258 shares; 2025Q1: 33,548 shares; 2025Q2: 32,287 shares; 2025Q3: 31,112 shares; 2025Q4: 30,898 shares 30,898 $4.76M 0.48% -214 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,354 shares; 2024Q4: 52,198 shares; 2025Q1: 52,102 shares; 2025Q2: 51,769 shares; 2025Q3: 48,442 shares; 2025Q4: 48,796 shares 48,796 $4.73M 0.48% +354 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: 7,232 shares; 2024Q4: 6,930 shares; 2025Q1: 6,974 shares; 2025Q2: 6,622 shares; 2025Q3: 6,704 shares; 2025Q4: 5,452 shares 5,452 $4.7M 0.48% -1,252 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: 44,289 shares; 2024Q4: 42,473 shares; 2025Q1: 42,871 shares; 2025Q2: 40,441 shares; 2025Q3: 40,713 shares; 2025Q4: 39,383 shares 39,383 $4.64M 0.47% -1,330 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: 19,466 shares; 2024Q4: 19,457 shares; 2025Q1: 19,245 shares; 2025Q2: 19,011 shares; 2025Q3: 18,973 shares; 2025Q4: 17,395 shares 17,395 $4.58M 0.46% -1,578 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: 21,792 shares; 2024Q4: 20,594 shares; 2025Q1: 20,585 shares; 2025Q2: 19,601 shares; 2025Q3: 19,767 shares; 2025Q4: 13,301 shares 13,301 $4.58M 0.46% -6,466 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: 7,284 shares; 2024Q4: 7,618 shares; 2025Q1: 7,870 shares; 2025Q2: 7,911 shares; 2025Q3: 8,445 shares; 2025Q4: 6,630 shares 6,630 $4.38M 0.44% -1,815 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: 48,065 shares; 2024Q4: 46,661 shares; 2025Q1: 46,561 shares; 2025Q2: 44,687 shares; 2025Q3: 33,298 shares; 2025Q4: 22,331 shares 22,331 $4.35M 0.44% -10,967 Timeline JHEQX JPMORGAN HEDGED EQUITY I More: the full row for JPMORGAN HEDGED EQUITY I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 123,868 shares; 2025Q1: 123,447 shares; 2025Q2: 122,833 shares; 2025Q3: 122,243 shares; 2025Q4: 121,568 shares 121,568 $4.3M 0.44% -675 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: 66,658 shares; 2024Q4: 62,494 shares; 2025Q1: 63,790 shares; 2025Q2: 56,805 shares; 2025Q3: 54,407 shares; 2025Q4: 39,567 shares 39,567 $4.15M 0.42% -14,840 Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 258,590 shares; 2024Q4: 306,877 shares; 2025Q1: 366,683 shares; 2025Q2: 310,011 shares; 2025Q3: 321,080 shares; 2025Q4: 285,014 shares 285,014 $4.09M 0.41% -36,066 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: 59,418 shares; 2024Q4: 58,367 shares; 2025Q1: 58,852 shares; 2025Q2: 58,084 shares; 2025Q3: 56,341 shares; 2025Q4: 51,684 shares 51,684 $4.08M 0.41% -4,657 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: 17,819 shares; 2024Q4: 17,757 shares; 2025Q1: 17,612 shares; 2025Q2: 16,968 shares; 2025Q3: 16,962 shares; 2025Q4: 33,387 shares 33,387 $3.99M 0.4% +16,425 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: 4,076 shares; 2024Q4: 4,184 shares; 2025Q1: 4,254 shares; 2025Q2: 3,960 shares; 2025Q3: 4,019 shares; 2025Q4: 3,685 shares 3,685 $3.96M 0.4% -334 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: 72,568 shares; 2024Q4: 71,763 shares; 2025Q1: 71,150 shares; 2025Q2: 70,290 shares; 2025Q3: 74,739 shares; 2025Q4: 71,319 shares 71,319 $3.92M 0.4% -3,420 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: 33,583 shares; 2024Q4: 32,149 shares; 2025Q1: 31,409 shares; 2025Q2: 31,777 shares; 2025Q3: 31,911 shares; 2025Q4: 27,091 shares 27,091 $3.88M 0.39% -4,820 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,212 shares; 2024Q4: 1,182 shares; 2025Q1: 16,200 shares; 2025Q2: 15,953 shares; 2025Q3: 16,307 shares; 2025Q4: 13,188 shares 13,188 $3.87M 0.39% -3,119 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: 4,617 shares; 2024Q4: 4,605 shares; 2025Q1: 4,406 shares; 2025Q2: 4,253 shares; 2025Q3: 4,300 shares; 2025Q4: 4,251 shares 4,251 $3.74M 0.38% -49 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: 8,642 shares; 2024Q4: 7,756 shares; 2025Q1: 7,675 shares; 2025Q2: 7,595 shares; 2025Q3: 7,613 shares; 2025Q4: 7,580 shares 7,580 $3.67M 0.37% -33 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: 50,476 shares; 2024Q4: 52,897 shares; 2025Q1: 50,461 shares; 2025Q2: 45,882 shares; 2025Q3: 46,471 shares; 2025Q4: 29,888 shares 29,888 $3.59M 0.36% -16,583 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: 56,579 shares; 2024Q4: 53,792 shares; 2025Q1: 51,395 shares; 2025Q2: 54,041 shares; 2025Q3: 53,158 shares; 2025Q4: 50,470 shares 50,470 $3.53M 0.36% -2,688 Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,786 shares; 2024Q4: 76,384 shares; 2025Q1: 75,688 shares; 2025Q2: 73,728 shares; 2025Q3: 72,429 shares; 2025Q4: 63,975 shares 63,975 $3.35M 0.34% -8,454 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,901 shares; 2024Q4: 100,726 shares; 2025Q1: 103,301 shares; 2025Q2: 102,656 shares; 2025Q3: 112,656 shares; 2025Q4: 104,176 shares 104,176 $3.34M 0.34% -8,480 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: 14,694 shares; 2024Q4: 14,330 shares; 2025Q1: 14,115 shares; 2025Q2: 13,475 shares; 2025Q3: 13,006 shares; 2025Q4: 10,014 shares 10,014 $3.31M 0.34% -2,992 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,668 shares; 2024Q4: 18,071 shares; 2025Q1: 17,850 shares; 2025Q2: 16,746 shares; 2025Q3: 16,387 shares; 2025Q4: 10,513 shares 10,513 $3.26M 0.33% -5,874 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: 627 shares; 2025Q1: 721 shares; 2025Q2: 977 shares; 2025Q3: 994 shares; 2025Q4: 4,940 shares 4,940 $3.23M 0.33% +3,946 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: 10,850 shares; 2025Q2: 9,989 shares; 2025Q3: 10,509 shares; 2025Q4: 14,557 shares 14,557 $3.19M 0.32% +4,048 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: 6,988 shares; 2024Q4: 7,071 shares; 2025Q1: 10,256 shares; 2025Q2: 11,072 shares; 2025Q3: 11,763 shares; 2025Q4: 11,768 shares 11,768 $3.04M 0.31% +5 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,385 shares; 2024Q4: 49,770 shares; 2025Q1: 48,520 shares; 2025Q2: 47,263 shares; 2025Q3: 43,926 shares; 2025Q4: 65,523 shares 65,523 $3.01M 0.3% +21,597 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: 12,184 shares; 2024Q4: 14,286 shares; 2025Q1: 15,194 shares; 2025Q2: 15,588 shares; 2025Q3: 14,376 shares; 2025Q4: 8,513 shares 8,513 $2.95M 0.3% -5,863 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,930 shares; 2024Q4: 14,444 shares; 2025Q1: 14,496 shares; 2025Q2: 16,351 shares; 2025Q3: 16,341 shares; 2025Q4: 8,756 shares 8,756 $2.94M 0.3% -7,585 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,926 shares; 2024Q4: 17,730 shares; 2025Q1: 16,527 shares; 2025Q2: 16,027 shares; 2025Q3: 16,027 shares; 2025Q4: 16,027 shares 16,027 $2.84M 0.29% 0 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: 3,856 shares; 2024Q4: 4,396 shares; 2025Q1: 7,302 shares; 2025Q2: 8,285 shares; 2025Q3: 9,225 shares; 2025Q4: 9,748 shares 9,748 $2.83M 0.29% +523 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: 10,341 shares; 2024Q4: 10,283 shares; 2025Q1: 10,332 shares; 2025Q2: 10,328 shares; 2025Q3: 10,409 shares; 2025Q4: 9,254 shares 9,254 $2.83M 0.29% -1,155 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: 14,004 shares; 2024Q4: 14,292 shares; 2025Q1: 14,382 shares; 2025Q2: 14,149 shares; 2025Q3: 14,178 shares; 2025Q4: 13,294 shares 13,294 $2.77M 0.28% -884 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,740 shares; 2024Q4: 11,373 shares; 2025Q1: 12,203 shares; 2025Q2: 12,416 shares; 2025Q3: 12,636 shares; 2025Q4: 12,098 shares 12,098 $2.76M 0.28% -538 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,767 shares; 2024Q4: 10,742 shares; 2025Q1: 10,889 shares; 2025Q2: 11,180 shares; 2025Q3: 10,947 shares; 2025Q4: 10,944 shares 10,944 $2.75M 0.28% -3 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: 1,830 shares; 2024Q4: 1,625 shares; 2025Q1: 9,959 shares; 2025Q2: 9,497 shares; 2025Q3: 9,368 shares; 2025Q4: 7,532 shares 7,532 $2.64M 0.27% -1,836 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: 15,806 shares; 2024Q4: 15,848 shares; 2025Q1: 15,222 shares; 2025Q2: 15,124 shares; 2025Q3: 15,085 shares; 2025Q4: 13,920 shares 13,920 $2.58M 0.26% -1,165 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: 664 shares; 2024Q4: 777 shares; 2025Q1: 2,964 shares; 2025Q2: 2,762 shares; 2025Q3: 4,386 shares; 2025Q4: 16,660 shares 16,660 $2.55M 0.26% +12,274 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: 5,126 shares; 2024Q4: 5,115 shares; 2025Q1: 5,379 shares; 2025Q2: 5,330 shares; 2025Q3: 5,377 shares; 2025Q4: 4,154 shares 4,154 $2.55M 0.26% -1,223 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: 6,666 shares; 2024Q4: 6,523 shares; 2025Q1: 6,844 shares; 2025Q2: 7,148 shares; 2025Q3: 7,950 shares; 2025Q4: 5,355 shares 5,355 $2.41M 0.24% -2,595 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,438 shares; 2024Q4: 6,346 shares; 2025Q1: 6,033 shares; 2025Q2: 6,006 shares; 2025Q3: 5,866 shares; 2025Q4: 3,486 shares 3,486 $2.38M 0.24% -2,380 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: 11,457 shares; 2024Q4: 11,486 shares; 2025Q1: 11,358 shares; 2025Q2: 9,229 shares; 2025Q3: 8,442 shares; 2025Q4: 8,492 shares 8,492 $2.37M 0.24% +50 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,540 shares; 2024Q4: 2,632 shares; 2025Q1: 3,132 shares; 2025Q2: 3,138 shares; 2025Q3: 3,138 shares; 2025Q4: 3,056 shares 3,056 $2.3M 0.23% -82 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,817 shares; 2024Q4: 47,790 shares; 2025Q1: 47,027 shares; 2025Q2: 43,675 shares; 2025Q3: 42,448 shares; 2025Q4: 41,531 shares 41,531 $2.2M 0.22% -917 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: 10,676 shares; 2024Q4: 10,628 shares; 2025Q1: 11,050 shares; 2025Q2: 10,387 shares; 2025Q3: 10,206 shares; 2025Q4: 9,323 shares 9,323 $2.16M 0.22% -883 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: 31,774 shares; 2024Q4: 31,019 shares; 2025Q1: 30,529 shares; 2025Q2: 30,899 shares; 2025Q3: 30,505 shares; 2025Q4: 27,441 shares 27,441 $2.13M 0.22% -3,064 Timeline IYC 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: 22,290 shares; 2024Q4: 22,200 shares; 2025Q1: 22,271 shares; 2025Q2: 21,301 shares; 2025Q3: 21,290 shares; 2025Q4: 20,309 shares 20,309 $2.09M 0.21% -981 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: 20,853 shares; 2024Q4: 20,529 shares; 2025Q1: 19,204 shares; 2025Q2: 18,918 shares; 2025Q3: 18,368 shares; 2025Q4: 2,900 shares 2,900 $1.99M 0.2% -15,468 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,425 shares; 2024Q4: 13,405 shares; 2025Q1: 13,405 shares; 2025Q2: 18,722 shares; 2025Q3: 18,567 shares; 2025Q4: 18,367 shares 18,367 $1.94M 0.2% -200 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: 13,060 shares; 2024Q4: 12,891 shares; 2025Q1: 13,683 shares; 2025Q2: 14,083 shares; 2025Q3: 13,784 shares; 2025Q4: 9,487 shares 9,487 $1.81M 0.18% -4,297 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,158 shares; 2024Q4: 12,175 shares; 2025Q1: 10,574 shares; 2025Q2: 10,560 shares; 2025Q3: 10,547 shares; 2025Q4: 8,442 shares 8,442 $1.79M 0.18% -2,105 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: 11,083 shares; 2024Q4: 10,725 shares; 2025Q1: 11,467 shares; 2025Q2: 11,629 shares; 2025Q3: 11,879 shares; 2025Q4: 13,455 shares 13,455 $1.66M 0.17% +1,576 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: 31,000 shares; 2024Q4: 92,946 shares; 2025Q1: 92,946 shares; 2025Q2: 58,650 shares; 2025Q3: 58,650 shares; 2025Q4: 60,990 shares 60,990 $1.64M 0.17% +2,340 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,993 shares; 2025Q1: 912 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,310 shares 5,310 $1.64M 0.17% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,101 shares; 2025Q3: 1,084 shares; 2025Q4: 8,586 shares 8,586 $1.58M 0.16% +7,502 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,255 shares; 2024Q4: 14,432 shares; 2025Q1: 13,546 shares; 2025Q2: 13,010 shares; 2025Q3: 13,530 shares; 2025Q4: 11,278 shares 11,278 $1.54M 0.16% -2,252 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: 8,444 shares; 2024Q4: 8,323 shares; 2025Q1: 8,459 shares; 2025Q2: 6,328 shares; 2025Q3: 5,745 shares; 2025Q4: 5,040 shares 5,040 $1.52M 0.15% -705 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,845 shares; 2024Q4: 1,824 shares; 2025Q1: 1,905 shares; 2025Q2: 1,894 shares; 2025Q3: 1,875 shares; 2025Q4: 16,101 shares 16,101 $1.51M 0.15% +14,226 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,209 shares; 2024Q4: 4,189 shares; 2025Q1: 4,032 shares; 2025Q2: 3,844 shares; 2025Q3: 3,592 shares; 2025Q4: 3,592 shares 3,592 $1.5M 0.15% 0 Timeline VIGI 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: 15,770 shares; 2024Q4: 15,770 shares; 2025Q1: 15,770 shares; 2025Q2: 15,770 shares; 2025Q3: 15,770 shares; 2025Q4: 15,770 shares 15,770 $1.44M 0.15% 0 Timeline GXO GXO LOGISTICS INCORPORATED More: the full row for GXO LOGISTICS INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,764 shares; 2024Q4: 75,381 shares; 2025Q1: 53,820 shares; 2025Q2: 31,790 shares; 2025Q3: 27,508 shares; 2025Q4: 25,993 shares 25,993 $1.37M 0.14% -1,515 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,095 shares; 2024Q4: 20,270 shares; 2025Q1: 19,893 shares; 2025Q2: 20,670 shares; 2025Q3: 19,487 shares; 2025Q4: 10,683 shares 10,683 $1.29M 0.13% -8,804 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,718 shares; 2024Q4: 21,577 shares; 2025Q1: 21,349 shares; 2025Q2: 21,763 shares; 2025Q3: 21,713 shares; 2025Q4: 19,264 shares 19,264 $1.27M 0.13% -2,449 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: 9,045 shares; 2024Q4: 9,365 shares; 2025Q1: 9,462 shares; 2025Q2: 9,469 shares; 2025Q3: 9,496 shares; 2025Q4: 9,405 shares 9,405 $1.25M 0.13% -91 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: 7,289 shares; 2024Q4: 7,185 shares; 2025Q1: 7,101 shares; 2025Q2: 7,527 shares; 2025Q3: 7,360 shares; 2025Q4: 6,319 shares 6,319 $1.23M 0.12% -1,041 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,203 shares; 2024Q4: 32,989 shares; 2025Q1: 29,936 shares; 2025Q2: 22,171 shares; 2025Q3: 20,153 shares; 2025Q4: 9,382 shares 9,382 $1.18M 0.12% -10,771 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: 6,438 shares; 2024Q4: 6,486 shares; 2025Q1: 6,421 shares; 2025Q2: 6,442 shares; 2025Q3: 6,483 shares; 2025Q4: 4,445 shares 4,445 $1.15M 0.12% -2,038 Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,495 shares; 2024Q4: 9,409 shares; 2025Q1: 9,495 shares; 2025Q2: 8,853 shares; 2025Q3: 7,485 shares; 2025Q4: 7,605 shares 7,605 $1.13M 0.11% +120 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,461 shares; 2024Q4: 16,156 shares; 2025Q1: 15,568 shares; 2025Q2: 15,698 shares; 2025Q3: 15,899 shares; 2025Q4: 9,785 shares 9,785 $1.12M 0.11% -6,114 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: 45,782 shares; 2024Q4: 64,132 shares; 2025Q1: 20,707 shares; 2025Q2: 15,605 shares; 2025Q3: 13,994 shares; 2025Q4: 11,245 shares 11,245 $1.12M 0.11% -2,749 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,233 shares; 2024Q4: 14,172 shares; 2025Q1: 18,971 shares; 2025Q2: 20,757 shares; 2025Q3: 19,576 shares; 2025Q4: 19,067 shares 19,067 $1.1M 0.11% -509 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: 21,492 shares; 2024Q4: 18,478 shares; 2025Q1: 19,180 shares; 2025Q2: 20,952 shares; 2025Q3: 22,229 shares; 2025Q4: 14,046 shares 14,046 $1.08M 0.11% -8,183 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: 24,786 shares; 2024Q4: 26,505 shares; 2025Q1: 27,775 shares; 2025Q2: 25,939 shares; 2025Q3: 19,565 shares; 2025Q4: 19,146 shares 19,146 $1.03M 0.1% -419 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,664 shares; 2024Q4: 2,684 shares; 2025Q1: 2,670 shares; 2025Q2: 2,762 shares; 2025Q3: 2,802 shares; 2025Q4: 2,732 shares 2,732 $1.01M 0.1% -70 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,639 shares; 2024Q4: 11,647 shares; 2025Q1: 10,537 shares; 2025Q2: 10,702 shares; 2025Q3: 11,676 shares; 2025Q4: 11,441 shares 11,441 $979K 0.1% -235 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,016 shares; 2024Q4: 7,014 shares; 2025Q1: 6,839 shares; 2025Q2: 5,897 shares; 2025Q3: 5,897 shares; 2025Q4: 6,833 shares 6,833 $965K 0.1% +936 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: 2,153 shares; 2024Q4: 2,432 shares; 2025Q1: 2,674 shares; 2025Q2: 3,499 shares; 2025Q3: 3,616 shares; 2025Q4: 3,098 shares 3,098 $955K 0.1% -518 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: 65,836 shares; 2024Q4: 65,184 shares; 2025Q1: 62,828 shares; 2025Q2: 62,062 shares; 2025Q3: 62,973 shares; 2025Q4: 10,566 shares 10,566 $945K 0.1% -52,407 Timeline JEPQ 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: 12,263 shares; 2024Q4: 11,583 shares; 2025Q1: 14,200 shares; 2025Q2: 14,824 shares; 2025Q3: 15,461 shares; 2025Q4: 15,771 shares 15,771 $926K 0.09% +310 Timeline IYH 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: 14,742 shares; 2024Q4: 14,587 shares; 2025Q1: 13,863 shares; 2025Q2: 13,735 shares; 2025Q3: 14,045 shares; 2025Q4: 14,088 shares 14,088 $917K 0.09% +43 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,448 shares; 2024Q4: 7,492 shares; 2025Q1: 7,365 shares; 2025Q2: 7,444 shares; 2025Q3: 7,062 shares; 2025Q4: 6,648 shares 6,648 $905K 0.09% -414 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: 41,711 shares; 2024Q4: 40,367 shares; 2025Q1: 22,299 shares; 2025Q2: 10,403 shares; 2025Q3: 10,592 shares; 2025Q4: 20,110 shares 20,110 $899K 0.09% +9,518 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: 7,331 shares; 2024Q4: 7,142 shares; 2025Q1: 7,859 shares; 2025Q2: 7,684 shares; 2025Q3: 7,742 shares; 2025Q4: 5,577 shares 5,577 $893K 0.09% -2,165 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 887 shares; 2024Q4: not reported; 2025Q1: 2,482 shares; 2025Q2: 1,682 shares; 2025Q3: 1,932 shares; 2025Q4: 2,463 shares 2,463 $887K 0.09% +531 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,575 shares; 2024Q4: 1,638 shares; 2025Q1: 1,638 shares; 2025Q2: 1,622 shares; 2025Q3: 1,457 shares; 2025Q4: 1,457 shares 1,457 $882K 0.09% 0 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: 2,058 shares; 2024Q4: 2,179 shares; 2025Q1: 2,379 shares; 2025Q2: 2,533 shares; 2025Q3: 2,441 shares; 2025Q4: 983 shares 983 $864K 0.09% -1,458 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: 3,972 shares; 2024Q4: 4,012 shares; 2025Q1: 4,042 shares; 2025Q2: 3,985 shares; 2025Q3: 3,912 shares; 2025Q4: 2,396 shares 2,396 $844K 0.09% -1,516 Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,701 shares; 2024Q4: 20,075 shares; 2025Q1: 20,054 shares; 2025Q2: 11,666 shares; 2025Q3: 10,266 shares; 2025Q4: 9,589 shares 9,589 $837K 0.08% -677 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: 6,968 shares; 2024Q4: 7,100 shares; 2025Q1: 7,634 shares; 2025Q2: 7,810 shares; 2025Q3: 8,039 shares; 2025Q4: 4,555 shares 4,555 $810K 0.08% -3,484 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: 2,614 shares; 2024Q4: 2,601 shares; 2025Q1: 2,376 shares; 2025Q2: 2,161 shares; 2025Q3: 2,741 shares; 2025Q4: 2,730 shares 2,730 $793K 0.08% -11 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,802 shares; 2024Q4: 3,809 shares; 2025Q1: 3,868 shares; 2025Q2: 3,662 shares; 2025Q3: 4,703 shares; 2025Q4: 4,133 shares 4,133 $765K 0.08% -570 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares 1 $755K 0.08% 0 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,143 shares; 2024Q4: 2,096 shares; 2025Q1: 2,269 shares; 2025Q2: 2,790 shares; 2025Q3: 2,801 shares; 2025Q4: 2,504 shares 2,504 $742K 0.08% -297 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: 1,770 shares; 2024Q4: 2,010 shares; 2025Q1: 2,108 shares; 2025Q2: 2,248 shares; 2025Q3: 2,297 shares; 2025Q4: 1,693 shares 1,693 $722K 0.07% -604 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: 27,844 shares; 2024Q4: 25,850 shares; 2025Q1: 29,534 shares; 2025Q2: 31,074 shares; 2025Q3: 31,865 shares; 2025Q4: 28,812 shares 28,812 $717K 0.07% -3,053 Timeline AB ALLIANCEBERNSTEIN HLDG L P More: the full row for ALLIANCEBERNSTEIN HLDG L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,500 shares; 2024Q4: 17,466 shares; 2025Q1: 17,466 shares; 2025Q2: 17,466 shares; 2025Q3: 21,466 shares; 2025Q4: 18,466 shares 18,466 $711K 0.07% -3,000 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,520 shares; 2024Q4: 101,718 shares; 2025Q1: 100,915 shares; 2025Q2: 79,407 shares; 2025Q3: 56,046 shares; 2025Q4: 19,013 shares 19,013 $703K 0.07% -37,033 Timeline SLYG 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: 14,594 shares; 2024Q4: 13,333 shares; 2025Q1: 13,373 shares; 2025Q2: 7,386 shares; 2025Q3: 7,386 shares; 2025Q4: 7,386 shares 7,386 $696K 0.07% 0 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,351 shares; 2024Q4: 18,250 shares; 2025Q1: 18,541 shares; 2025Q2: 18,205 shares; 2025Q3: 18,141 shares; 2025Q4: 17,554 shares 17,554 $687K 0.07% -587 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,765 shares; 2024Q4: 3,742 shares; 2025Q1: 3,792 shares; 2025Q2: 3,813 shares; 2025Q3: 3,813 shares; 2025Q4: 3,760 shares 3,760 $678K 0.07% -53 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,596 shares; 2024Q4: 1,602 shares; 2025Q1: 1,601 shares; 2025Q2: 1,516 shares; 2025Q3: 1,472 shares; 2025Q4: 1,430 shares 1,430 $649K 0.07% -42 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,167 shares; 2024Q4: 4,106 shares; 2025Q1: 4,289 shares; 2025Q2: 4,347 shares; 2025Q3: 4,330 shares; 2025Q4: 4,003 shares 4,003 $648K 0.07% -327 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,704 shares; 2024Q4: 2,559 shares; 2025Q1: 2,555 shares; 2025Q2: 2,486 shares; 2025Q3: 2,767 shares; 2025Q4: 829 shares 829 $640K 0.06% -1,938 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,492 shares; 2024Q4: 28,354 shares; 2025Q1: 30,154 shares; 2025Q2: 28,979 shares; 2025Q3: 40,979 shares; 2025Q4: 38,729 shares 38,729 $639K 0.06% -2,250 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,732 shares; 2024Q4: 3,721 shares; 2025Q1: 3,683 shares; 2025Q2: 3,728 shares; 2025Q3: 3,752 shares; 2025Q4: 2,614 shares 2,614 $635K 0.06% -1,138 Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,180 shares; 2024Q4: 11,180 shares; 2025Q1: 10,510 shares; 2025Q2: 10,513 shares; 2025Q3: 10,513 shares; 2025Q4: 10,516 shares 10,516 $622K 0.06% +3 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: 2,999 shares; 2024Q4: 3,397 shares; 2025Q1: 3,616 shares; 2025Q2: 3,800 shares; 2025Q3: 3,895 shares; 2025Q4: 3,491 shares 3,491 $620K 0.06% -404 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,869 shares; 2024Q4: 23,608 shares; 2025Q1: 23,868 shares; 2025Q2: 23,870 shares; 2025Q3: 23,870 shares; 2025Q4: 23,412 shares 23,412 $614K 0.06% -458 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: 6,900 shares; 2024Q4: 7,227 shares; 2025Q1: 7,273 shares; 2025Q2: 7,480 shares; 2025Q3: 7,628 shares; 2025Q4: 6,971 shares 6,971 $608K 0.06% -657 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: 6,418 shares; 2024Q4: 7,868 shares; 2025Q1: 8,219 shares; 2025Q2: 8,329 shares; 2025Q3: 8,291 shares; 2025Q4: 6,474 shares 6,474 $606K 0.06% -1,817 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: 36,003 shares; 2024Q4: 21,402 shares; 2025Q1: 20,282 shares; 2025Q2: 14,314 shares; 2025Q3: 17,222 shares; 2025Q4: 15,515 shares 15,515 $600K 0.06% -1,707 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,034 shares; 2024Q4: 22,762 shares; 2025Q1: 14,209 shares; 2025Q2: 13,853 shares; 2025Q3: 15,709 shares; 2025Q4: 8,135 shares 8,135 $598K 0.06% -7,574 Timeline AUB ATLANTIC UN BANKSHARES CORP More: the full row for ATLANTIC UN BANKSHARES 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: 17,205 shares; 2025Q3: 17,522 shares; 2025Q4: 16,781 shares 16,781 $592K 0.06% -741 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,685 shares; 2024Q4: 1,685 shares; 2025Q1: 1,699 shares; 2025Q2: 1,314 shares; 2025Q3: 1,446 shares; 2025Q4: 1,446 shares 1,446 $573K 0.06% 0 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,571 shares; 2024Q4: 20,780 shares; 2025Q1: 21,117 shares; 2025Q2: 20,988 shares; 2025Q3: 20,982 shares; 2025Q4: 20,811 shares 20,811 $572K 0.06% -171 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,354 shares; 2024Q4: 3,444 shares; 2025Q1: 3,445 shares; 2025Q2: 3,209 shares; 2025Q3: 3,181 shares; 2025Q4: 2,308 shares 2,308 $568K 0.06% -873 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 260 shares; 2024Q4: 261 shares; 2025Q1: 264 shares; 2025Q2: 262 shares; 2025Q3: 262 shares; 2025Q4: 262 shares 262 $563K 0.06% 0 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: 9,520 shares; 2024Q4: 9,532 shares; 2025Q1: 9,820 shares; 2025Q2: 10,111 shares; 2025Q3: 10,056 shares; 2025Q4: 9,308 shares 9,308 $560K 0.06% -748 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: 2,421 shares; 2024Q4: 2,579 shares; 2025Q1: 3,097 shares; 2025Q2: 2,608 shares; 2025Q3: 2,201 shares; 2025Q4: 1,936 shares 1,936 $553K 0.06% -265 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: 20,544 shares; 2024Q4: 20,935 shares; 2025Q1: 20,608 shares; 2025Q2: 15,512 shares; 2025Q3: 15,701 shares; 2025Q4: 14,964 shares 14,964 $542K 0.06% -737 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: 7,704 shares; 2024Q4: 7,406 shares; 2025Q1: 7,877 shares; 2025Q2: 7,294 shares; 2025Q3: 7,352 shares; 2025Q4: 3,068 shares 3,068 $525K 0.05% -4,284 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: 2,036 shares; 2024Q4: 2,801 shares; 2025Q1: 3,095 shares; 2025Q2: 4,107 shares; 2025Q3: 4,169 shares; 2025Q4: 3,176 shares 3,176 $514K 0.05% -993 Timeline IYF 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: 5,260 shares; 2024Q4: 5,058 shares; 2025Q1: 5,050 shares; 2025Q2: 4,170 shares; 2025Q3: 3,770 shares; 2025Q4: 3,962 shares 3,962 $511K 0.05% +192 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,479 shares; 2024Q4: 2,046 shares; 2025Q1: 2,785 shares; 2025Q2: 2,857 shares; 2025Q3: 3,008 shares; 2025Q4: 2,381 shares 2,381 $510K 0.05% -627 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,233 shares; 2024Q4: 18,869 shares; 2025Q1: 18,565 shares; 2025Q2: 17,488 shares; 2025Q3: 17,494 shares; 2025Q4: 17,400 shares 17,400 $496K 0.05% -94 Timeline MDYG 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: 6,420 shares; 2024Q4: 5,620 shares; 2025Q1: 5,620 shares; 2025Q2: 5,355 shares; 2025Q3: 5,355 shares; 2025Q4: 5,355 shares 5,355 $495K 0.05% 0 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: 928 shares; 2024Q4: 928 shares; 2025Q1: 994 shares; 2025Q2: 992 shares; 2025Q3: 1,492 shares; 2025Q4: 1,428 shares 1,428 $492K 0.05% -64 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,976 shares; 2024Q4: 2,981 shares; 2025Q1: 3,073 shares; 2025Q2: 2,499 shares; 2025Q3: 2,507 shares; 2025Q4: 2,436 shares 2,436 $491K 0.05% -71 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: 3,997 shares; 2024Q4: 4,131 shares; 2025Q1: 4,035 shares; 2025Q2: 3,942 shares; 2025Q3: 3,950 shares; 2025Q4: 3,865 shares 3,865 $487K 0.05% -85 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,910 shares; 2025Q1: 4,393 shares; 2025Q2: 4,885 shares; 2025Q3: 4,989 shares; 2025Q4: 4,085 shares 4,085 $477K 0.05% -904 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,720 shares; 2024Q4: 1,729 shares; 2025Q1: 1,828 shares; 2025Q2: 1,934 shares; 2025Q3: 1,904 shares; 2025Q4: 1,456 shares 1,456 $477K 0.05% -448 Timeline FBT 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: 2,280 shares; 2024Q4: 2,280 shares; 2025Q1: 2,280 shares; 2025Q2: 2,280 shares; 2025Q3: 2,280 shares; 2025Q4: 2,280 shares 2,280 $471K 0.05% 0 Timeline HEFA 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: 125,029 shares; 2024Q4: 125,886 shares; 2025Q1: 113,650 shares; 2025Q2: 112,800 shares; 2025Q3: 114,820 shares; 2025Q4: 11,114 shares 11,114 $460K 0.05% -103,706 Timeline IYG 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: 5,654 shares; 2024Q4: 5,617 shares; 2025Q1: 5,747 shares; 2025Q2: 4,609 shares; 2025Q3: 4,609 shares; 2025Q4: 4,941 shares 4,941 $456K 0.05% +332 Timeline EGP EASTGROUP PPTYS INC More: the full row for EASTGROUP PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,500 shares; 2024Q4: 3,500 shares; 2025Q1: 3,500 shares; 2025Q2: 3,500 shares; 2025Q3: 3,500 shares; 2025Q4: 2,500 shares 2,500 $449K 0.05% -1,000 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: 890 shares; 2024Q4: 911 shares; 2025Q1: 935 shares; 2025Q2: 926 shares; 2025Q3: 941 shares; 2025Q4: 868 shares 868 $443K 0.04% -73 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: 3,300 shares; 2024Q4: 2,844 shares; 2025Q1: 2,892 shares; 2025Q2: 3,134 shares; 2025Q3: 3,159 shares; 2025Q4: 2,711 shares 2,711 $441K 0.04% -448 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,665 shares; 2024Q4: 4,665 shares; 2025Q1: 4,665 shares; 2025Q2: 4,665 shares; 2025Q3: 4,665 shares; 2025Q4: 4,665 shares 4,665 $432K 0.04% 0 Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 208 shares; 2024Q4: 208 shares; 2025Q1: 204 shares; 2025Q2: 201 shares; 2025Q3: 201 shares; 2025Q4: 201 shares 201 $431K 0.04% 0 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,127 shares; 2024Q4: 12,133 shares; 2025Q1: 12,260 shares; 2025Q2: 12,929 shares; 2025Q3: 13,077 shares; 2025Q4: 4,422 shares 4,422 $430K 0.04% -8,655 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: 586 shares; 2024Q4: 577 shares; 2025Q1: 606 shares; 2025Q2: 511 shares; 2025Q3: 508 shares; 2025Q4: 516 shares 516 $424K 0.04% +8 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,316 shares; 2024Q4: 1,434 shares; 2025Q1: 1,698 shares; 2025Q2: 1,729 shares; 2025Q3: 1,825 shares; 2025Q4: 1,751 shares 1,751 $422K 0.04% -74 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,764 shares; 2025Q3: 3,807 shares; 2025Q4: 3,630 shares 3,630 $421K 0.04% -177 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: 6,780 shares; 2024Q4: 6,568 shares; 2025Q1: 6,397 shares; 2025Q2: 6,887 shares; 2025Q3: 7,043 shares; 2025Q4: 5,166 shares 5,166 $415K 0.04% -1,877 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,934 shares; 2024Q4: 2,752 shares; 2025Q1: 2,452 shares; 2025Q2: 2,024 shares; 2025Q3: 1,693 shares; 2025Q4: 1,587 shares 1,587 $408K 0.04% -106 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,102 shares 2,102 $403K 0.04% new 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: 14,538 shares; 2024Q4: 14,930 shares; 2025Q1: 15,089 shares; 2025Q2: 14,660 shares; 2025Q3: 13,931 shares; 2025Q4: 1,507 shares 1,507 $400K 0.04% -12,424 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: 3,628 shares; 2024Q4: 3,674 shares; 2025Q1: 4,014 shares; 2025Q2: 4,741 shares; 2025Q3: 5,017 shares; 2025Q4: 2,909 shares 2,909 $394K 0.04% -2,108 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,988 shares; 2024Q4: 1,996 shares; 2025Q1: 2,095 shares; 2025Q2: 2,056 shares; 2025Q3: 2,088 shares; 2025Q4: 1,932 shares 1,932 $392K 0.04% -156 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: 6,372 shares; 2024Q4: 5,562 shares; 2025Q1: 6,680 shares; 2025Q2: 5,570 shares; 2025Q3: 5,751 shares; 2025Q4: 4,014 shares 4,014 $388K 0.04% -1,737 Timeline IHF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,050 shares; 2024Q4: 8,050 shares; 2025Q1: 8,050 shares; 2025Q2: 8,050 shares; 2025Q3: 8,000 shares; 2025Q4: 8,000 shares 8,000 $384K 0.04% 0 Timeline AAXJ 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: 4,020 shares; 2024Q4: 4,020 shares; 2025Q1: 4,020 shares; 2025Q2: 4,020 shares; 2025Q3: 4,020 shares; 2025Q4: 4,090 shares 4,090 $381K 0.04% +70 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: 4,057 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,202 shares; 2025Q4: 5,067 shares 5,067 $372K 0.04% -135 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: 325 shares; 2024Q4: 414 shares; 2025Q1: 499 shares; 2025Q2: 476 shares; 2025Q3: 488 shares; 2025Q4: 306 shares 306 $372K 0.04% -182 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: 1,469 shares; 2024Q4: 1,448 shares; 2025Q1: 1,523 shares; 2025Q2: 1,576 shares; 2025Q3: 1,493 shares; 2025Q4: 556 shares 556 $368K 0.04% -937 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: 1,800 shares; 2024Q4: not reported; 2025Q1: 2,038 shares; 2025Q2: 2,092 shares; 2025Q3: 2,991 shares; 2025Q4: 2,788 shares 2,788 $360K 0.04% -203 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,945 shares; 2024Q4: 2,945 shares; 2025Q1: 2,945 shares; 2025Q2: 2,756 shares; 2025Q3: 2,747 shares; 2025Q4: 2,745 shares 2,745 $346K 0.04% -2 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: 3,095 shares; 2024Q4: 3,315 shares; 2025Q1: 3,135 shares; 2025Q2: 2,416 shares; 2025Q3: 2,130 shares; 2025Q4: 726 shares 726 $344K 0.03% -1,404 Timeline TMP TOMPKINS FINL CORP More: the full row for TOMPKINS FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,736 shares; 2024Q4: 4,736 shares; 2025Q1: 4,736 shares; 2025Q2: 4,736 shares; 2025Q3: 4,736 shares; 2025Q4: 4,736 shares 4,736 $343K 0.03% 0 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: 1,511 shares; 2024Q4: 1,705 shares; 2025Q1: 1,757 shares; 2025Q2: 1,729 shares; 2025Q3: 1,835 shares; 2025Q4: 1,503 shares 1,503 $342K 0.03% -332 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: 2,124 shares; 2024Q4: 2,116 shares; 2025Q1: 1,915 shares; 2025Q2: 1,651 shares; 2025Q3: 1,659 shares; 2025Q4: 1,631 shares 1,631 $341K 0.03% -28 Timeline PHO 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: 4,708 shares; 2024Q4: 4,708 shares; 2025Q1: 4,708 shares; 2025Q2: 4,708 shares; 2025Q3: 4,708 shares; 2025Q4: 4,708 shares 4,708 $331K 0.03% 0 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 647 shares; 2025Q1: 735 shares; 2025Q2: 789 shares; 2025Q3: 795 shares; 2025Q4: 695 shares 695 $326K 0.03% -100 Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,226 shares; 2024Q4: 6,021 shares; 2025Q1: 6,208 shares; 2025Q2: 6,157 shares; 2025Q3: 5,974 shares; 2025Q4: 5,753 shares 5,753 $318K 0.03% -221 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,736 shares; 2024Q4: 1,736 shares; 2025Q1: 1,906 shares; 2025Q2: 1,899 shares; 2025Q3: 1,431 shares; 2025Q4: 2,276 shares 2,276 $312K 0.03% +845 Timeline MC MOELIS & CO More: the full row for MOELIS & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,492 shares; 2024Q4: 4,492 shares; 2025Q1: 4,492 shares; 2025Q2: 4,492 shares; 2025Q3: 4,492 shares; 2025Q4: 4,492 shares 4,492 $309K 0.03% 0 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: 51,669 shares; 2024Q4: 52,155 shares; 2025Q1: 50,453 shares; 2025Q2: 49,323 shares; 2025Q3: 48,325 shares; 2025Q4: 4,583 shares 4,583 $308K 0.03% -43,742 Timeline IOO 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: 2,985 shares; 2024Q4: 2,985 shares; 2025Q1: 2,745 shares; 2025Q2: 2,550 shares; 2025Q3: 2,500 shares; 2025Q4: 2,366 shares 2,366 $300K 0.03% -134 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: 973 shares; 2024Q4: 999 shares; 2025Q1: 1,038 shares; 2025Q2: 1,068 shares; 2025Q3: 1,055 shares; 2025Q4: 927 shares 927 $295K 0.03% -128 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,366 shares; 2024Q4: 4,366 shares; 2025Q1: 4,366 shares; 2025Q2: 4,166 shares; 2025Q3: 4,166 shares; 2025Q4: 1,758 shares 1,758 $295K 0.03% -2,408 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,885 shares; 2024Q4: 6,266 shares; 2025Q1: 6,673 shares; 2025Q2: 6,916 shares; 2025Q3: 7,061 shares; 2025Q4: 2,382 shares 2,382 $292K 0.03% -4,679 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: 2,761 shares; 2024Q4: 3,040 shares; 2025Q1: 3,324 shares; 2025Q2: 3,367 shares; 2025Q3: 3,503 shares; 2025Q4: 3,048 shares 3,048 $291K 0.03% -455 Timeline MOAT 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: 4,268 shares; 2024Q4: 3,776 shares; 2025Q1: 3,776 shares; 2025Q2: 3,080 shares; 2025Q3: 2,660 shares; 2025Q4: 2,803 shares 2,803 $290K 0.03% +143 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares 2,000 $282K 0.03% 0 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,239 shares; 2024Q4: 2,566 shares; 2025Q1: 2,288 shares; 2025Q2: 2,025 shares; 2025Q3: 1,776 shares; 2025Q4: 1,340 shares 1,340 $282K 0.03% -436 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,624 shares; 2024Q4: 5,973 shares; 2025Q1: 6,574 shares; 2025Q2: 7,395 shares; 2025Q3: 7,307 shares; 2025Q4: 6,874 shares 6,874 $280K 0.03% -433 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,981 shares; 2024Q4: 1,012 shares; 2025Q1: 1,134 shares; 2025Q2: 1,006 shares; 2025Q3: 1,041 shares; 2025Q4: 952 shares 952 $275K 0.03% -89 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 50 shares; 2025Q1: 54 shares; 2025Q2: 61 shares; 2025Q3: 59 shares; 2025Q4: 51 shares 51 $273K 0.03% -8 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: 539 shares; 2024Q4: 678 shares; 2025Q1: 769 shares; 2025Q2: 900 shares; 2025Q3: 845 shares; 2025Q4: 579 shares 579 $271K 0.03% -266 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,000 shares; 2024Q4: 3,460 shares; 2025Q1: 3,430 shares; 2025Q2: 3,552 shares; 2025Q3: 3,689 shares; 2025Q4: 2,346 shares 2,346 $270K 0.03% -1,343 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: 2,090 shares; 2024Q4: 2,090 shares; 2025Q1: 2,090 shares; 2025Q2: 2,090 shares; 2025Q3: 2,090 shares; 2025Q4: 2,090 shares 2,090 $269K 0.03% 0 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,040 shares; 2024Q4: 3,406 shares; 2025Q1: 3,408 shares; 2025Q2: 3,410 shares; 2025Q3: 3,413 shares; 2025Q4: 2,733 shares 2,733 $263K 0.03% -680 Timeline IVOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,142 shares; 2024Q4: 3,142 shares; 2025Q1: 3,142 shares; 2025Q2: not reported; 2025Q3: 2,592 shares; 2025Q4: 2,592 shares 2,592 $262K 0.03% 0 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: 9,511 shares; 2024Q4: 10,525 shares; 2025Q1: 12,892 shares; 2025Q2: 13,102 shares; 2025Q3: 13,159 shares; 2025Q4: 10,216 shares 10,216 $254K 0.03% -2,943 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,897 shares; 2024Q4: 2,892 shares; 2025Q1: 3,244 shares; 2025Q2: 3,046 shares; 2025Q3: 3,504 shares; 2025Q4: 2,890 shares 2,890 $252K 0.03% -614 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,791 shares; 2024Q4: 5,791 shares; 2025Q1: 5,291 shares; 2025Q2: 5,611 shares; 2025Q3: 5,276 shares; 2025Q4: 5,276 shares 5,276 $252K 0.03% 0 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,979 shares; 2024Q4: not reported; 2025Q1: 3,809 shares; 2025Q2: 4,031 shares; 2025Q3: 4,247 shares; 2025Q4: 3,078 shares 3,078 $251K 0.03% -1,169 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: 482 shares; 2025Q4: 368 shares 368 $248K 0.03% -114 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: 3,758 shares; 2025Q1: 4,308 shares; 2025Q2: 5,246 shares; 2025Q3: 5,236 shares; 2025Q4: 4,222 shares 4,222 $248K 0.03% -1,014 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,867 shares; 2024Q4: 12,066 shares; 2025Q1: 11,800 shares; 2025Q2: 11,846 shares; 2025Q3: 11,846 shares; 2025Q4: 10,254 shares 10,254 $247K 0.02% -1,592 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: 1,034 shares; 2025Q3: 1,034 shares; 2025Q4: 1,158 shares 1,158 $246K 0.02% +124 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,880 shares; 2024Q4: 2,004 shares; 2025Q1: 1,909 shares; 2025Q2: 1,609 shares; 2025Q3: 1,609 shares; 2025Q4: 1,446 shares 1,446 $244K 0.02% -163 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,731 shares; 2024Q4: 1,782 shares; 2025Q1: 1,899 shares; 2025Q2: 1,802 shares; 2025Q3: 1,824 shares; 2025Q4: 464 shares 464 $243K 0.02% -1,360 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,858 shares 3,858 $241K 0.02% new Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,046 shares; 2025Q1: 1,588 shares; 2025Q2: 1,804 shares; 2025Q3: 1,840 shares; 2025Q4: 1,624 shares 1,624 $235K 0.02% -216 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: 528 shares; 2024Q4: 521 shares; 2025Q1: 604 shares; 2025Q2: 601 shares; 2025Q3: 548 shares; 2025Q4: 517 shares 517 $234K 0.02% -31 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,202 shares; 2025Q3: 1,223 shares; 2025Q4: 1,132 shares 1,132 $232K 0.02% -91 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: 3,635 shares; 2024Q4: 3,331 shares; 2025Q1: 3,388 shares; 2025Q2: 3,334 shares; 2025Q3: 3,229 shares; 2025Q4: 685 shares 685 $231K 0.02% -2,544 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: 4,661 shares; 2024Q4: 4,891 shares; 2025Q1: not reported; 2025Q2: 4,685 shares; 2025Q3: 4,992 shares; 2025Q4: 4,279 shares 4,279 $231K 0.02% -713 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,579 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,651 shares; 2025Q3: 1,818 shares; 2025Q4: 1,599 shares 1,599 $230K 0.02% -219 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: 3,427 shares; 2024Q4: not reported; 2025Q1: 3,776 shares; 2025Q2: 3,063 shares; 2025Q3: 3,075 shares; 2025Q4: 2,901 shares 2,901 $230K 0.02% -174 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,509 shares; 2024Q4: 1,443 shares; 2025Q1: 1,728 shares; 2025Q2: 1,570 shares; 2025Q3: 1,601 shares; 2025Q4: 1,326 shares 1,326 $230K 0.02% -275 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,119 shares; 2024Q4: 11,093 shares; 2025Q1: 9,186 shares; 2025Q2: 9,206 shares; 2025Q3: 9,288 shares; 2025Q4: 5,133 shares 5,133 $230K 0.02% -4,155 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,514 shares; 2025Q1: 1,218 shares; 2025Q2: 1,076 shares; 2025Q3: 1,081 shares; 2025Q4: 649 shares 649 $229K 0.02% -432 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,395 shares; 2025Q4: 2,295 shares 2,295 $229K 0.02% -100 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,885 shares 1,885 $226K 0.02% new Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,688 shares; 2025Q3: 2,799 shares; 2025Q4: 2,250 shares 2,250 $225K 0.02% -549 Timeline GOOD GLADSTONE COMMERCIAL CORP More: the full row for GLADSTONE COMMERCIAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,535 shares; 2024Q4: 13,535 shares; 2025Q1: 13,535 shares; 2025Q2: 14,535 shares; 2025Q3: 20,535 shares; 2025Q4: 20,535 shares 20,535 $219K 0.02% 0 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES 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: 3,144 shares 3,144 $218K 0.02% new Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,000 shares; 2024Q4: 8,000 shares; 2025Q1: 8,000 shares; 2025Q2: 8,000 shares; 2025Q3: 8,000 shares; 2025Q4: 8,000 shares 8,000 $217K 0.02% 0 Timeline FRPT FRESHPET INC More: the full row for FRESHPET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,250 shares; 2024Q4: 2,250 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,550 shares 3,550 $216K 0.02% new Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,757 shares; 2024Q4: 1,742 shares; 2025Q1: 1,551 shares; 2025Q2: 1,551 shares; 2025Q3: 1,551 shares; 2025Q4: 1,551 shares 1,551 $216K 0.02% 0 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 490 shares; 2025Q4: 460 shares 460 $215K 0.02% -30 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: not reported; 2025Q4: 940 shares 940 $212K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: 1,813 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,653 shares 1,653 $211K 0.02% new Timeline ZS ZSCALER INC More: the full row for ZSCALER 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: 925 shares 925 $208K 0.02% new 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: 3,122 shares; 2024Q4: 3,162 shares; 2025Q1: 3,183 shares; 2025Q2: 3,116 shares; 2025Q3: 3,104 shares; 2025Q4: 679 shares 679 $207K 0.02% -2,425 Timeline IGPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,473 shares 3,473 $207K 0.02% new 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: 2,127 shares; 2024Q4: 2,138 shares; 2025Q1: 2,141 shares; 2025Q2: 2,145 shares; 2025Q3: 3,067 shares; 2025Q4: 553 shares 553 $207K 0.02% -2,514 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: not reported; 2024Q4: not reported; 2025Q1: 1,907 shares; 2025Q2: 1,952 shares; 2025Q3: 2,023 shares; 2025Q4: 1,757 shares 1,757 $206K 0.02% -266 Timeline COO COOPER COS INC More: the full row for COOPER COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,544 shares; 2024Q4: 2,531 shares; 2025Q1: 2,542 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,477 shares 2,477 $203K 0.02% new Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,200 shares; 2025Q4: 1,083 shares 1,083 $201K 0.02% -117 Timeline INTZ INTRUSION INC More: the full row for INTRUSION 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: 35,150 shares; 2025Q3: 35,150 shares; 2025Q4: 158,890 shares 158,890 $183K 0.02% +123,740 Timeline