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: 53,433 shares; 2024Q4: 49,579 shares; 2025Q1: 46,431 shares; 2025Q2: 44,793 shares; 2025Q3: 44,339 shares; 2025Q4: 42,035 shares 42,035 $13.5M 5.29% -2,304 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,235 shares; 2024Q4: 35,314 shares; 2025Q1: 35,509 shares; 2025Q2: 35,553 shares; 2025Q3: 35,516 shares; 2025Q4: 34,590 shares 34,590 $9.4M 3.67% -926 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: 13,618 shares; 2024Q4: 13,831 shares; 2025Q1: 14,260 shares; 2025Q2: 14,637 shares; 2025Q3: 14,653 shares; 2025Q4: 14,389 shares 14,389 $6.96M 2.72% -264 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: 10,003 shares; 2024Q4: 14,697 shares; 2025Q1: 17,961 shares; 2025Q2: 20,795 shares; 2025Q3: 21,060 shares; 2025Q4: 22,616 shares 22,616 $4.33M 1.69% +1,556 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: 17,375 shares; 2024Q4: 17,227 shares; 2025Q1: 19,142 shares; 2025Q2: 20,024 shares; 2025Q3: 19,792 shares; 2025Q4: 23,003 shares 23,003 $4.29M 1.67% +3,211 Timeline RDVI 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: 88,277 shares; 2024Q4: 98,308 shares; 2025Q1: 123,564 shares; 2025Q2: 130,488 shares; 2025Q3: 142,575 shares; 2025Q4: 162,908 shares 162,908 $4.27M 1.67% +20,333 Timeline SDVY 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: 73,680 shares; 2024Q4: 81,514 shares; 2025Q1: 87,462 shares; 2025Q2: 90,577 shares; 2025Q3: 93,044 shares; 2025Q4: 94,229 shares 94,229 $3.61M 1.41% +1,185 Timeline FTA FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,608 shares; 2024Q4: 35,342 shares; 2025Q1: 37,233 shares; 2025Q2: 39,090 shares; 2025Q3: 39,627 shares; 2025Q4: 40,902 shares 40,902 $3.52M 1.38% +1,275 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: 6,551 shares; 2024Q4: 6,753 shares; 2025Q1: 6,786 shares; 2025Q2: 5,914 shares; 2025Q3: 5,756 shares; 2025Q4: 5,567 shares 5,567 $3.19M 1.24% -189 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,129 shares; 2024Q4: 49,243 shares; 2025Q1: 67,733 shares; 2025Q2: 74,664 shares; 2025Q3: 77,366 shares; 2025Q4: 88,207 shares 88,207 $3.06M 1.19% +10,841 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,616 shares; 2024Q4: 17,282 shares; 2025Q1: 17,701 shares; 2025Q2: 17,702 shares; 2025Q3: 17,705 shares; 2025Q4: 17,708 shares 17,708 $2.89M 1.13% +3 Timeline FGD 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: 64,232 shares; 2024Q4: 64,661 shares; 2025Q1: 73,977 shares; 2025Q2: 82,346 shares; 2025Q3: 86,464 shares; 2025Q4: 93,973 shares 93,973 $2.84M 1.11% +7,509 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: 12,694 shares; 2024Q4: 12,696 shares; 2025Q1: 13,649 shares; 2025Q2: 14,013 shares; 2025Q3: 13,770 shares; 2025Q4: 13,778 shares 13,778 $2.69M 1.05% +8 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,707 shares; 2024Q4: 2,336 shares; 2025Q1: 2,887 shares; 2025Q2: 3,639 shares; 2025Q3: 3,688 shares; 2025Q4: 4,044 shares 4,044 $2.54M 0.99% +356 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: 12,702 shares; 2024Q4: 14,879 shares; 2025Q1: 20,905 shares; 2025Q2: 21,519 shares; 2025Q3: 22,224 shares; 2025Q4: 22,633 shares 22,633 $2.52M 0.98% +409 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,116 shares; 2024Q4: 28,080 shares; 2025Q1: 43,692 shares; 2025Q2: 50,430 shares; 2025Q3: 52,573 shares; 2025Q4: 60,130 shares 60,130 $2.42M 0.94% +7,557 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,680 shares; 2024Q4: 9,088 shares; 2025Q1: 10,497 shares; 2025Q2: 10,785 shares; 2025Q3: 11,116 shares; 2025Q4: 10,934 shares 10,934 $2.32M 0.9% -182 Timeline IFV 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: 47,103 shares; 2024Q4: 56,095 shares; 2025Q1: 76,110 shares; 2025Q2: 82,272 shares; 2025Q3: 86,625 shares; 2025Q4: 91,392 shares 91,392 $2.27M 0.89% +4,767 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: 5,817 shares; 2024Q4: 7,983 shares; 2025Q1: 9,059 shares; 2025Q2: 9,215 shares; 2025Q3: 9,351 shares; 2025Q4: 9,546 shares 9,546 $2.2M 0.86% +195 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: 6,347 shares; 2024Q4: 6,114 shares; 2025Q1: 6,306 shares; 2025Q2: 6,568 shares; 2025Q3: 6,849 shares; 2025Q4: 9,642 shares 9,642 $2.2M 0.86% +2,793 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: 15,959 shares; 2024Q4: 15,380 shares; 2025Q1: 15,022 shares; 2025Q2: 14,955 shares; 2025Q3: 14,845 shares; 2025Q4: 14,307 shares 14,307 $2.18M 0.85% -538 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: 8,822 shares; 2024Q4: 9,019 shares; 2025Q1: 9,823 shares; 2025Q2: 8,184 shares; 2025Q3: 7,998 shares; 2025Q4: 7,929 shares 7,929 $2.15M 0.84% -69 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,676 shares; 2024Q4: 25,769 shares; 2025Q1: 26,901 shares; 2025Q2: 26,901 shares; 2025Q3: 26,901 shares; 2025Q4: 24,553 shares 24,553 $2.11M 0.82% -2,348 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: 2,417 shares; 2024Q4: 2,369 shares; 2025Q1: 1,970 shares; 2025Q2: 2,269 shares; 2025Q3: 2,313 shares; 2025Q4: 2,335 shares 2,335 $2.05M 0.8% +22 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,024 shares; 2024Q4: 10,057 shares; 2025Q1: 9,279 shares; 2025Q2: 9,192 shares; 2025Q3: 8,667 shares; 2025Q4: 7,565 shares 7,565 $2.03M 0.79% -1,102 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,315 shares; 2024Q4: 27,980 shares; 2025Q1: 42,105 shares; 2025Q2: 47,444 shares; 2025Q3: 49,361 shares; 2025Q4: 56,658 shares 56,658 $2.02M 0.79% +7,297 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: 6,663 shares; 2024Q4: 6,643 shares; 2025Q1: 6,641 shares; 2025Q2: 6,655 shares; 2025Q3: 6,678 shares; 2025Q4: 6,637 shares 6,637 $2.02M 0.79% -41 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,346 shares; 2024Q4: 9,361 shares; 2025Q1: 9,808 shares; 2025Q2: 9,990 shares; 2025Q3: 10,121 shares; 2025Q4: 7,782 shares 7,782 $2.01M 0.79% -2,339 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,562 shares; 2024Q4: 5,818 shares; 2025Q1: 6,057 shares; 2025Q2: 6,110 shares; 2025Q3: 6,113 shares; 2025Q4: 5,757 shares 5,757 $1.99M 0.78% -356 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: 6,155 shares; 2024Q4: 8,884 shares; 2025Q1: 13,190 shares; 2025Q2: 14,546 shares; 2025Q3: 13,966 shares; 2025Q4: 14,610 shares 14,610 $1.97M 0.77% +644 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: 22,626 shares; 2024Q4: 23,164 shares; 2025Q1: 21,093 shares; 2025Q2: 23,054 shares; 2025Q3: 20,787 shares; 2025Q4: 20,721 shares 20,721 $1.92M 0.75% -66 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: 2,628 shares; 2024Q4: 2,614 shares; 2025Q1: 3,957 shares; 2025Q2: 4,724 shares; 2025Q3: 5,073 shares; 2025Q4: 5,446 shares 5,446 $1.91M 0.75% +373 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,324 shares; 2024Q4: 20,004 shares; 2025Q1: 31,068 shares; 2025Q2: 34,668 shares; 2025Q3: 35,202 shares; 2025Q4: 42,883 shares 42,883 $1.91M 0.74% +7,681 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: 3,675 shares; 2024Q4: 3,758 shares; 2025Q1: 4,063 shares; 2025Q2: 4,302 shares; 2025Q3: 4,400 shares; 2025Q4: 4,469 shares 4,469 $1.91M 0.74% +69 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: 5,637 shares; 2024Q4: 5,640 shares; 2025Q1: 5,888 shares; 2025Q2: 5,896 shares; 2025Q3: 5,883 shares; 2025Q4: 5,948 shares 5,948 $1.86M 0.73% +65 Timeline CGIE CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,769 shares; 2024Q4: 23,869 shares; 2025Q1: 40,464 shares; 2025Q2: 44,958 shares; 2025Q3: 47,224 shares; 2025Q4: 51,095 shares 51,095 $1.78M 0.69% +3,871 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,477 shares; 2024Q4: 19,096 shares; 2025Q1: 18,645 shares; 2025Q2: 18,664 shares; 2025Q3: 19,059 shares; 2025Q4: 19,169 shares 19,169 $1.74M 0.68% +110 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: 2,806 shares; 2024Q4: 2,920 shares; 2025Q1: 3,077 shares; 2025Q2: 3,253 shares; 2025Q3: 3,256 shares; 2025Q4: 3,456 shares 3,456 $1.74M 0.68% +200 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,070 shares; 2024Q4: 41,070 shares; 2025Q1: 48,993 shares; 2025Q2: 51,946 shares; 2025Q3: 53,563 shares; 2025Q4: 58,350 shares 58,350 $1.72M 0.67% +4,787 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: 7,711 shares; 2024Q4: 11,961 shares; 2025Q1: 14,635 shares; 2025Q2: 16,368 shares; 2025Q3: 17,224 shares; 2025Q4: 19,174 shares 19,174 $1.72M 0.67% +1,950 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: 5,654 shares; 2024Q4: 5,810 shares; 2025Q1: 5,911 shares; 2025Q2: 5,292 shares; 2025Q3: 5,174 shares; 2025Q4: 4,979 shares 4,979 $1.71M 0.67% -195 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: 3,920 shares; 2024Q4: 4,170 shares; 2025Q1: 4,991 shares; 2025Q2: 5,219 shares; 2025Q3: 5,404 shares; 2025Q4: 5,452 shares 5,452 $1.7M 0.66% +48 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,401 shares; 2024Q4: 19,570 shares; 2025Q1: 29,625 shares; 2025Q2: 32,690 shares; 2025Q3: 34,542 shares; 2025Q4: 38,128 shares 38,128 $1.66M 0.65% +3,586 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: 3,602 shares; 2024Q4: 3,667 shares; 2025Q1: 4,085 shares; 2025Q2: 4,338 shares; 2025Q3: 4,506 shares; 2025Q4: 4,751 shares 4,751 $1.64M 0.64% +245 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,841 shares; 2024Q4: 3,140 shares; 2025Q1: 4,022 shares; 2025Q2: 4,358 shares; 2025Q3: 4,592 shares; 2025Q4: 4,592 shares 4,592 $1.61M 0.63% 0 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: 14,129 shares; 2024Q4: 13,900 shares; 2025Q1: 14,009 shares; 2025Q2: 14,074 shares; 2025Q3: 13,953 shares; 2025Q4: 13,379 shares 13,379 $1.61M 0.63% -574 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: 6,394 shares; 2024Q4: 5,196 shares; 2025Q1: 5,297 shares; 2025Q2: 5,305 shares; 2025Q3: 5,270 shares; 2025Q4: 5,150 shares 5,150 $1.57M 0.61% -120 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,488 shares; 2024Q4: 17,533 shares; 2025Q1: 18,689 shares; 2025Q2: 19,165 shares; 2025Q3: 19,554 shares; 2025Q4: 19,675 shares 19,675 $1.57M 0.61% +121 Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,130 shares; 2024Q4: 14,861 shares; 2025Q1: 20,694 shares; 2025Q2: 22,763 shares; 2025Q3: 23,489 shares; 2025Q4: 24,895 shares 24,895 $1.57M 0.61% +1,406 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,606 shares; 2024Q4: 8,378 shares; 2025Q1: 8,167 shares; 2025Q2: 7,801 shares; 2025Q3: 7,804 shares; 2025Q4: 7,530 shares 7,530 $1.56M 0.61% -274 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: 3,034 shares; 2024Q4: 3,367 shares; 2025Q1: 3,894 shares; 2025Q2: 4,011 shares; 2025Q3: 4,076 shares; 2025Q4: 4,180 shares 4,180 $1.55M 0.6% +104 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: 9,063 shares; 2024Q4: 9,048 shares; 2025Q1: 9,049 shares; 2025Q2: 8,977 shares; 2025Q3: 8,983 shares; 2025Q4: 8,298 shares 8,298 $1.54M 0.6% -685 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: 10,676 shares; 2024Q4: 10,817 shares; 2025Q1: 11,781 shares; 2025Q2: 12,339 shares; 2025Q3: 9,525 shares; 2025Q4: 8,890 shares 8,890 $1.52M 0.59% -635 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,756 shares; 2024Q4: 6,844 shares; 2025Q1: 7,030 shares; 2025Q2: 7,029 shares; 2025Q3: 6,933 shares; 2025Q4: 6,732 shares 6,732 $1.5M 0.59% -201 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: 1,324 shares; 2024Q4: 1,385 shares; 2025Q1: 1,597 shares; 2025Q2: 1,662 shares; 2025Q3: 1,725 shares; 2025Q4: 1,737 shares 1,737 $1.5M 0.58% +12 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: 11,997 shares; 2024Q4: 14,883 shares; 2025Q1: 17,702 shares; 2025Q2: 18,624 shares; 2025Q3: 19,756 shares; 2025Q4: 21,340 shares 21,340 $1.43M 0.56% +1,584 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: 1,708 shares; 2024Q4: 1,730 shares; 2025Q1: 1,940 shares; 2025Q2: 2,045 shares; 2025Q3: 2,163 shares; 2025Q4: 2,150 shares 2,150 $1.42M 0.56% -13 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,574 shares; 2024Q4: 28,660 shares; 2025Q1: 29,175 shares; 2025Q2: 29,084 shares; 2025Q3: 28,879 shares; 2025Q4: 28,346 shares 28,346 $1.42M 0.55% -533 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,515 shares; 2024Q4: 1,595 shares; 2025Q1: 2,156 shares; 2025Q2: 2,310 shares; 2025Q3: 2,391 shares; 2025Q4: 2,553 shares 2,553 $1.41M 0.55% +162 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,699 shares; 2024Q4: 10,492 shares; 2025Q1: 10,954 shares; 2025Q2: 10,966 shares; 2025Q3: 10,976 shares; 2025Q4: 11,000 shares 11,000 $1.4M 0.55% +24 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: not reported; 2024Q4: not reported; 2025Q1: 2,088 shares; 2025Q2: 2,484 shares; 2025Q3: 2,566 shares; 2025Q4: 2,730 shares 2,730 $1.39M 0.54% +164 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: 4,236 shares; 2024Q4: 4,249 shares; 2025Q1: 4,383 shares; 2025Q2: 4,387 shares; 2025Q3: 4,391 shares; 2025Q4: 4,382 shares 4,382 $1.38M 0.54% -9 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: 2,768 shares; 2024Q4: 3,287 shares; 2025Q1: 3,642 shares; 2025Q2: 3,846 shares; 2025Q3: 4,315 shares; 2025Q4: 4,457 shares 4,457 $1.32M 0.52% +142 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: 23,960 shares; 2024Q4: 24,001 shares; 2025Q1: 22,517 shares; 2025Q2: 22,209 shares; 2025Q3: 21,967 shares; 2025Q4: 22,128 shares 22,128 $1.27M 0.49% +161 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: 13,220 shares; 2024Q4: 13,198 shares; 2025Q1: 13,180 shares; 2025Q2: 13,191 shares; 2025Q3: 13,245 shares; 2025Q4: 12,953 shares 12,953 $1.26M 0.49% -292 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,412 shares; 2024Q4: 14,412 shares; 2025Q1: 14,727 shares; 2025Q2: 16,015 shares; 2025Q3: 16,183 shares; 2025Q4: 16,673 shares 16,673 $1.26M 0.49% +490 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: 4,648 shares; 2024Q4: 5,161 shares; 2025Q1: 6,606 shares; 2025Q2: 7,319 shares; 2025Q3: 7,724 shares; 2025Q4: 8,052 shares 8,052 $1.24M 0.48% +328 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: 4,221 shares; 2024Q4: 4,221 shares; 2025Q1: 4,217 shares; 2025Q2: 4,217 shares; 2025Q3: 4,192 shares; 2025Q4: 4,192 shares 4,192 $1.21M 0.47% 0 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,807 shares; 2024Q4: 18,807 shares; 2025Q1: 16,762 shares; 2025Q2: 16,519 shares; 2025Q3: 16,497 shares; 2025Q4: 16,507 shares 16,507 $1.18M 0.46% +10 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,919 shares; 2024Q4: 7,882 shares; 2025Q1: 8,251 shares; 2025Q2: 8,238 shares; 2025Q3: 8,279 shares; 2025Q4: 8,122 shares 8,122 $1.16M 0.45% -157 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,390 shares; 2024Q4: 3,933 shares; 2025Q1: 5,075 shares; 2025Q2: 5,412 shares; 2025Q3: 5,733 shares; 2025Q4: 6,151 shares 6,151 $1.16M 0.45% +418 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,467 shares; 2024Q4: 10,377 shares; 2025Q1: 10,343 shares; 2025Q2: 20,981 shares; 2025Q3: 29,403 shares; 2025Q4: 28,827 shares 28,827 $1.16M 0.45% -576 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: 6,976 shares; 2024Q4: 11,598 shares; 2025Q1: 13,956 shares; 2025Q2: 15,426 shares; 2025Q3: 15,833 shares; 2025Q4: 17,506 shares 17,506 $1.16M 0.45% +1,673 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,826 shares; 2024Q4: 4,523 shares; 2025Q1: 4,468 shares; 2025Q2: 4,456 shares; 2025Q3: 4,435 shares; 2025Q4: 4,332 shares 4,332 $1.1M 0.43% -103 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,587 shares; 2024Q4: 3,147 shares; 2025Q1: 4,195 shares; 2025Q2: 4,554 shares; 2025Q3: 4,646 shares; 2025Q4: 4,921 shares 4,921 $1.08M 0.42% +275 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,740 shares; 2024Q4: 28,740 shares; 2025Q1: 22,589 shares; 2025Q2: 22,686 shares; 2025Q3: 22,772 shares; 2025Q4: 22,880 shares 22,880 $1.04M 0.41% +108 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: 4,521 shares; 2024Q4: 5,924 shares; 2025Q1: 8,709 shares; 2025Q2: 10,109 shares; 2025Q3: 10,532 shares; 2025Q4: 11,355 shares 11,355 $1.04M 0.41% +823 Timeline SMDV PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,289 shares; 2024Q4: 15,481 shares; 2025Q1: 15,481 shares; 2025Q2: 15,481 shares; 2025Q3: 15,581 shares; 2025Q4: 15,706 shares 15,706 $1.04M 0.41% +125 Timeline SDVD 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: 17,765 shares; 2024Q4: 20,626 shares; 2025Q1: 21,808 shares; 2025Q2: 23,445 shares; 2025Q3: 31,191 shares; 2025Q4: 47,740 shares 47,740 $1.02M 0.4% +16,549 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,519 shares; 2024Q4: 2,085 shares; 2025Q1: 2,693 shares; 2025Q2: 3,261 shares; 2025Q3: 3,318 shares; 2025Q4: 3,522 shares 3,522 $1.02M 0.4% +204 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,205 shares; 2024Q4: 10,914 shares; 2025Q1: 10,871 shares; 2025Q2: 10,880 shares; 2025Q3: 10,758 shares; 2025Q4: 9,625 shares 9,625 $1.02M 0.4% -1,133 Timeline PIZ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,090 shares; 2024Q4: 25,090 shares; 2025Q1: 19,642 shares; 2025Q2: 20,180 shares; 2025Q3: 20,204 shares; 2025Q4: 20,587 shares 20,587 $1.01M 0.39% +383 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,066 shares; 2024Q4: 12,233 shares; 2025Q1: 13,959 shares; 2025Q2: 14,190 shares; 2025Q3: 14,154 shares; 2025Q4: 14,144 shares 14,144 $983K 0.38% -10 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: 4,824 shares; 2024Q4: 4,868 shares; 2025Q1: 5,623 shares; 2025Q2: 5,713 shares; 2025Q3: 5,827 shares; 2025Q4: 5,919 shares 5,919 $963K 0.38% +92 Timeline KNG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,034 shares 19,034 $936K 0.37% new 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: not reported; 2024Q4: 1,011 shares; 2025Q1: 1,955 shares; 2025Q2: 2,055 shares; 2025Q3: 2,041 shares; 2025Q4: 2,078 shares 2,078 $935K 0.36% +37 Timeline DWAS INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,400 shares; 2024Q4: 11,228 shares; 2025Q1: 9,431 shares; 2025Q2: 9,432 shares; 2025Q3: 9,432 shares; 2025Q4: 9,432 shares 9,432 $913K 0.36% 0 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: 14,867 shares; 2024Q4: 14,662 shares; 2025Q1: 13,648 shares; 2025Q2: 14,566 shares; 2025Q3: 14,004 shares; 2025Q4: 12,393 shares 12,393 $911K 0.36% -1,611 Timeline AIRR 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: 8,416 shares; 2024Q4: 8,416 shares; 2025Q1: 8,695 shares; 2025Q2: 9,208 shares; 2025Q3: 9,209 shares; 2025Q4: 9,211 shares 9,211 $906K 0.35% +2 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: 835 shares; 2024Q4: 836 shares; 2025Q1: 831 shares; 2025Q2: 838 shares; 2025Q3: 836 shares; 2025Q4: 837 shares 837 $899K 0.35% +1 Timeline FTQI FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,494 shares; 2025Q4: 42,652 shares 42,652 $888K 0.35% +28,158 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,136 shares; 2024Q4: 2,193 shares; 2025Q1: 2,193 shares; 2025Q2: 2,064 shares; 2025Q3: 1,520 shares; 2025Q4: 1,522 shares 1,522 $882K 0.34% +2 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: 15,155 shares; 2024Q4: 15,266 shares; 2025Q1: 15,025 shares; 2025Q2: 15,028 shares; 2025Q3: 14,903 shares; 2025Q4: 10,910 shares 10,910 $876K 0.34% -3,993 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,886 shares; 2024Q4: 2,615 shares; 2025Q1: 2,967 shares; 2025Q2: 3,207 shares; 2025Q3: 3,231 shares; 2025Q4: 3,456 shares 3,456 $865K 0.34% +225 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,823 shares; 2024Q4: 2,099 shares; 2025Q1: 2,185 shares; 2025Q2: 2,218 shares; 2025Q3: 2,238 shares; 2025Q4: 2,199 shares 2,199 $843K 0.33% -39 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: 4,455 shares; 2024Q4: 4,397 shares; 2025Q1: 4,413 shares; 2025Q2: 2,931 shares; 2025Q3: 2,869 shares; 2025Q4: 2,549 shares 2,549 $841K 0.33% -320 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: 5,588 shares; 2024Q4: 5,966 shares; 2025Q1: 6,071 shares; 2025Q2: 6,725 shares; 2025Q3: 6,742 shares; 2025Q4: 6,633 shares 6,633 $831K 0.32% -109 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,577 shares; 2024Q4: 2,364 shares; 2025Q1: 2,364 shares; 2025Q2: 2,363 shares; 2025Q3: 2,356 shares; 2025Q4: 2,368 shares 2,368 $830K 0.32% +12 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,183 shares; 2024Q4: 17,269 shares; 2025Q1: 17,269 shares; 2025Q2: 17,340 shares; 2025Q3: 17,422 shares; 2025Q4: 17,633 shares 17,633 $813K 0.32% +211 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: 3,080 shares; 2024Q4: 3,080 shares; 2025Q1: 3,456 shares; 2025Q2: 3,732 shares; 2025Q3: 3,756 shares; 2025Q4: 4,565 shares 4,565 $810K 0.32% +809 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,250 shares; 2024Q4: 55,039 shares; 2025Q1: 52,852 shares; 2025Q2: 51,985 shares; 2025Q3: 51,972 shares; 2025Q4: 34,648 shares 34,648 $805K 0.31% -17,324 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: 5,128 shares; 2024Q4: 5,110 shares; 2025Q1: 5,587 shares; 2025Q2: 5,716 shares; 2025Q3: 5,738 shares; 2025Q4: 3,115 shares 3,115 $801K 0.31% -2,623 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: 7,124 shares; 2024Q4: 6,830 shares; 2025Q1: 6,730 shares; 2025Q2: 6,730 shares; 2025Q3: 6,846 shares; 2025Q4: 6,937 shares 6,937 $800K 0.31% +91 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: 13,492 shares; 2024Q4: 8,643 shares; 2025Q1: 8,638 shares; 2025Q2: 8,143 shares; 2025Q3: 7,995 shares; 2025Q4: 7,543 shares 7,543 $794K 0.31% -452 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: 2,991 shares; 2024Q4: 4,276 shares; 2025Q1: 5,175 shares; 2025Q2: 5,635 shares; 2025Q3: 6,073 shares; 2025Q4: 6,576 shares 6,576 $790K 0.31% +503 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: 11,897 shares; 2024Q4: 11,817 shares; 2025Q1: 11,817 shares; 2025Q2: 11,934 shares; 2025Q3: 11,945 shares; 2025Q4: 11,280 shares 11,280 $789K 0.31% -665 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: 2,216 shares; 2024Q4: 2,216 shares; 2025Q1: 2,217 shares; 2025Q2: 2,338 shares; 2025Q3: 2,278 shares; 2025Q4: 5,918 shares 5,918 $785K 0.31% +3,640 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,528 shares; 2025Q3: 9,633 shares; 2025Q4: 11,087 shares 11,087 $777K 0.3% +1,454 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: 3,382 shares; 2024Q4: 3,532 shares; 2025Q1: 3,235 shares; 2025Q2: 3,239 shares; 2025Q3: 3,243 shares; 2025Q4: 3,369 shares 3,369 $771K 0.3% +126 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: 1,132 shares; 2024Q4: 1,132 shares; 2025Q1: 1,279 shares; 2025Q2: 1,279 shares; 2025Q3: 1,279 shares; 2025Q4: 1,354 shares 1,354 $767K 0.3% +75 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,692 shares; 2024Q4: 21,724 shares; 2025Q1: 23,475 shares; 2025Q2: 24,525 shares; 2025Q3: 25,174 shares; 2025Q4: 14,481 shares 14,481 $765K 0.3% -10,693 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: 617 shares; 2024Q4: 844 shares; 2025Q1: 1,120 shares; 2025Q2: 1,154 shares; 2025Q3: 1,145 shares; 2025Q4: 1,145 shares 1,145 $756K 0.29% 0 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: 9,662 shares; 2024Q4: 9,638 shares; 2025Q1: 9,633 shares; 2025Q2: 9,416 shares; 2025Q3: 9,422 shares; 2025Q4: 8,634 shares 8,634 $753K 0.29% -788 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,680 shares; 2024Q4: 3,783 shares; 2025Q1: 3,994 shares; 2025Q2: 4,157 shares; 2025Q3: 3,204 shares; 2025Q4: 2,204 shares 2,204 $743K 0.29% -1,000 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: 2,530 shares; 2024Q4: 8,533 shares; 2025Q1: 8,273 shares; 2025Q2: 8,285 shares; 2025Q3: 8,285 shares; 2025Q4: 7,930 shares 7,930 $742K 0.29% -355 Timeline LNTH LANTHEUS HLDGS INC More: the full row for LANTHEUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,886 shares; 2024Q4: 10,886 shares; 2025Q1: 11,037 shares; 2025Q2: 11,043 shares; 2025Q3: 11,043 shares; 2025Q4: 11,043 shares 11,043 $735K 0.29% 0 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: 1,181 shares; 2024Q4: 1,197 shares; 2025Q1: 1,385 shares; 2025Q2: 1,386 shares; 2025Q3: 1,388 shares; 2025Q4: 1,333 shares 1,333 $697K 0.27% -55 Timeline PIE INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,636 shares; 2024Q4: 29,220 shares; 2025Q1: 27,181 shares; 2025Q2: 27,307 shares; 2025Q3: 28,572 shares; 2025Q4: 29,443 shares 29,443 $696K 0.27% +871 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: 1,254 shares; 2024Q4: 1,243 shares; 2025Q1: 1,240 shares; 2025Q2: 1,239 shares; 2025Q3: 1,240 shares; 2025Q4: 1,186 shares 1,186 $677K 0.26% -54 Timeline FXU FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,653 shares; 2024Q4: 14,653 shares; 2025Q1: 14,653 shares; 2025Q2: 14,696 shares; 2025Q3: 14,782 shares; 2025Q4: 14,890 shares 14,890 $670K 0.26% +108 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,131 shares; 2024Q4: 2,118 shares; 2025Q1: 2,110 shares; 2025Q2: 2,860 shares; 2025Q3: 2,895 shares; 2025Q4: 2,040 shares 2,040 $661K 0.26% -855 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: 3,985 shares; 2024Q4: 3,985 shares; 2025Q1: 3,985 shares; 2025Q2: 4,204 shares; 2025Q3: 4,355 shares; 2025Q4: 4,274 shares 4,274 $659K 0.26% -81 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,625 shares; 2024Q4: 5,356 shares; 2025Q1: 5,140 shares; 2025Q2: 5,111 shares; 2025Q3: 4,769 shares; 2025Q4: 4,529 shares 4,529 $650K 0.25% -240 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: 523 shares; 2024Q4: 517 shares; 2025Q1: 529 shares; 2025Q2: 530 shares; 2025Q3: 531 shares; 2025Q4: 532 shares 532 $647K 0.25% +1 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,259 shares; 2025Q4: 4,685 shares 4,685 $640K 0.25% +426 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: 640 shares; 2024Q4: 635 shares; 2025Q1: 664 shares; 2025Q2: 720 shares; 2025Q3: 722 shares; 2025Q4: 723 shares 723 $636K 0.25% +1 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 478 shares; 2024Q4: 501 shares; 2025Q1: 668 shares; 2025Q2: 716 shares; 2025Q3: 590 shares; 2025Q4: 628 shares 628 $634K 0.25% +38 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: 1,004 shares; 2024Q4: 1,888 shares; 2025Q1: 1,922 shares; 2025Q2: 1,927 shares; 2025Q3: 2,038 shares; 2025Q4: 2,255 shares 2,255 $616K 0.24% +217 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: 2,376 shares; 2024Q4: 2,695 shares; 2025Q1: 3,225 shares; 2025Q2: 3,246 shares; 2025Q3: 2,310 shares; 2025Q4: 2,300 shares 2,300 $609K 0.24% -10 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,458 shares; 2024Q4: 4,449 shares; 2025Q1: 5,127 shares; 2025Q2: 5,161 shares; 2025Q3: 5,191 shares; 2025Q4: 5,220 shares 5,220 $609K 0.24% +29 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: 1,396 shares; 2024Q4: 1,240 shares; 2025Q1: 1,230 shares; 2025Q2: 1,497 shares; 2025Q3: 2,501 shares; 2025Q4: 2,792 shares 2,792 $606K 0.24% +291 Timeline FVC 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: 15,122 shares; 2024Q4: 15,122 shares; 2025Q1: 15,122 shares; 2025Q2: 16,580 shares; 2025Q3: 16,445 shares; 2025Q4: 16,552 shares 16,552 $602K 0.23% +107 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: 1,429 shares; 2024Q4: 1,429 shares; 2025Q1: 1,417 shares; 2025Q2: 1,471 shares; 2025Q3: 1,334 shares; 2025Q4: 1,225 shares 1,225 $593K 0.23% -109 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,338 shares; 2024Q4: 1,282 shares; 2025Q1: 1,279 shares; 2025Q2: 1,281 shares; 2025Q3: 1,284 shares; 2025Q4: 1,249 shares 1,249 $582K 0.23% -35 Timeline PRN INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,536 shares; 2025Q1: 2,822 shares; 2025Q2: 3,053 shares; 2025Q3: 3,138 shares; 2025Q4: 3,288 shares 3,288 $574K 0.22% +150 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: 1,524 shares; 2024Q4: 1,680 shares; 2025Q1: 1,904 shares; 2025Q2: 1,951 shares; 2025Q3: 1,966 shares; 2025Q4: 1,785 shares 1,785 $569K 0.22% -181 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,431 shares; 2024Q4: 2,431 shares; 2025Q1: 2,489 shares; 2025Q2: 2,490 shares; 2025Q3: 2,491 shares; 2025Q4: 2,492 shares 2,492 $568K 0.22% +1 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,637 shares; 2024Q4: 1,637 shares; 2025Q1: 1,518 shares; 2025Q2: 1,489 shares; 2025Q3: 1,454 shares; 2025Q4: 1,455 shares 1,455 $566K 0.22% +1 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,333 shares; 2024Q4: 3,313 shares; 2025Q1: 3,313 shares; 2025Q2: 3,313 shares; 2025Q3: 3,313 shares; 2025Q4: 3,492 shares 3,492 $562K 0.22% +179 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: 781 shares; 2024Q4: 983 shares; 2025Q1: 719 shares; 2025Q2: 1,026 shares; 2025Q3: 1,001 shares; 2025Q4: 1,190 shares 1,190 $558K 0.22% +189 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: 7,040 shares; 2024Q4: 7,040 shares; 2025Q1: 7,040 shares; 2025Q2: 7,040 shares; 2025Q3: 7,056 shares; 2025Q4: 7,127 shares 7,127 $549K 0.21% +71 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,456 shares 4,456 $547K 0.21% new Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,933 shares; 2024Q4: 3,429 shares; 2025Q1: 3,970 shares; 2025Q2: 4,251 shares; 2025Q3: 4,670 shares; 2025Q4: 2,690 shares 2,690 $546K 0.21% -1,980 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: 1,376 shares; 2024Q4: 1,342 shares; 2025Q1: 1,342 shares; 2025Q2: 1,491 shares; 2025Q3: 1,491 shares; 2025Q4: 1,496 shares 1,496 $539K 0.21% +5 Timeline FXG 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: 10,076 shares; 2024Q4: 10,076 shares; 2025Q1: 8,613 shares; 2025Q2: 8,586 shares; 2025Q3: 8,654 shares; 2025Q4: 8,698 shares 8,698 $528K 0.21% +44 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: 3,708 shares; 2024Q4: 3,693 shares; 2025Q1: 3,055 shares; 2025Q2: 3,153 shares; 2025Q3: 2,925 shares; 2025Q4: 2,461 shares 2,461 $527K 0.21% -464 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,223 shares; 2024Q4: 2,351 shares; 2025Q1: 1,713 shares; 2025Q2: 1,701 shares; 2025Q3: 1,664 shares; 2025Q4: 1,565 shares 1,565 $527K 0.21% -99 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,088 shares; 2024Q4: 9,119 shares; 2025Q1: 9,145 shares; 2025Q2: 9,295 shares; 2025Q3: 9,550 shares; 2025Q4: 9,736 shares 9,736 $520K 0.2% +186 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: 1,241 shares; 2024Q4: 2,424 shares; 2025Q1: 2,560 shares; 2025Q2: 2,560 shares; 2025Q3: 2,560 shares; 2025Q4: 2,793 shares 2,793 $514K 0.2% +233 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,626 shares; 2024Q4: 1,690 shares; 2025Q1: 1,214 shares; 2025Q2: 1,214 shares; 2025Q3: 1,214 shares; 2025Q4: 1,215 shares 1,215 $513K 0.2% +1 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: 17,951 shares; 2024Q4: 15,971 shares; 2025Q1: 14,509 shares; 2025Q2: 14,711 shares; 2025Q3: 14,347 shares; 2025Q4: 12,285 shares 12,285 $500K 0.2% -2,062 Timeline FYX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,090 shares; 2024Q4: 4,388 shares; 2025Q1: 4,388 shares; 2025Q2: 4,390 shares; 2025Q3: 4,398 shares; 2025Q4: 4,410 shares 4,410 $499K 0.19% +12 Timeline SPYV 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: 8,752 shares; 2024Q4: 8,752 shares; 2025Q1: 8,716 shares; 2025Q2: 8,658 shares; 2025Q3: 8,686 shares; 2025Q4: 8,724 shares 8,724 $496K 0.19% +38 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: 421 shares; 2024Q4: 494 shares; 2025Q1: 577 shares; 2025Q2: 583 shares; 2025Q3: 720 shares; 2025Q4: 3,235 shares 3,235 $496K 0.19% +2,515 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,402 shares; 2024Q4: 4,277 shares; 2025Q1: 4,212 shares; 2025Q2: 4,216 shares; 2025Q3: 4,220 shares; 2025Q4: 4,065 shares 4,065 $477K 0.19% -155 Timeline PYZ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,845 shares; 2025Q2: 4,130 shares; 2025Q3: 4,136 shares; 2025Q4: 4,299 shares 4,299 $474K 0.18% +163 Timeline PXI 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: 5,393 shares; 2025Q1: 8,623 shares; 2025Q2: 9,763 shares; 2025Q3: 10,338 shares; 2025Q4: 10,385 shares 10,385 $470K 0.18% +47 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: 3,293 shares; 2024Q4: 3,287 shares; 2025Q1: 3,287 shares; 2025Q2: 3,292 shares; 2025Q3: 3,299 shares; 2025Q4: 3,307 shares 3,307 $467K 0.18% +8 Timeline PEZ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,036 shares; 2025Q2: 4,314 shares; 2025Q3: 4,367 shares; 2025Q4: 4,466 shares 4,466 $464K 0.18% +99 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: 2,641 shares; 2024Q4: 2,587 shares; 2025Q1: 2,424 shares; 2025Q2: 2,645 shares; 2025Q3: 2,698 shares; 2025Q4: 2,802 shares 2,802 $449K 0.18% +104 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,832 shares; 2024Q4: 8,831 shares; 2025Q1: 8,805 shares; 2025Q2: 8,873 shares; 2025Q3: 8,266 shares; 2025Q4: 8,267 shares 8,267 $445K 0.17% +1 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,807 shares; 2024Q4: 2,203 shares; 2025Q1: 1,528 shares; 2025Q2: 1,511 shares; 2025Q3: 1,514 shares; 2025Q4: 1,517 shares 1,517 $440K 0.17% +3 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: 3,125 shares; 2024Q4: 3,130 shares; 2025Q1: 4,321 shares; 2025Q2: 4,329 shares; 2025Q3: 4,610 shares; 2025Q4: 4,612 shares 4,612 $440K 0.17% +2 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,484 shares; 2024Q4: 7,780 shares; 2025Q1: 7,867 shares; 2025Q2: 7,867 shares; 2025Q3: 7,837 shares; 2025Q4: 7,790 shares 7,790 $439K 0.17% -47 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,841 shares; 2024Q4: 4,841 shares; 2025Q1: 5,104 shares; 2025Q2: 5,132 shares; 2025Q3: 5,156 shares; 2025Q4: 5,179 shares 5,179 $438K 0.17% +23 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,693 shares; 2024Q4: 3,693 shares; 2025Q1: 4,949 shares; 2025Q2: 4,957 shares; 2025Q3: 5,026 shares; 2025Q4: 5,026 shares 5,026 $428K 0.17% 0 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,713 shares; 2024Q4: 18,713 shares; 2025Q1: 20,996 shares; 2025Q2: 21,216 shares; 2025Q3: 21,562 shares; 2025Q4: 21,147 shares 21,147 $428K 0.17% -415 Timeline PFI INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,078 shares; 2025Q2: 6,705 shares; 2025Q3: 6,977 shares; 2025Q4: 7,405 shares 7,405 $427K 0.17% +428 Timeline FXH 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: 2,788 shares; 2024Q4: 3,258 shares; 2025Q1: 3,258 shares; 2025Q2: 3,260 shares; 2025Q3: 3,517 shares; 2025Q4: 3,746 shares 3,746 $426K 0.17% +229 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,742 shares; 2024Q4: 2,706 shares; 2025Q1: 2,638 shares; 2025Q2: 2,691 shares; 2025Q3: 2,730 shares; 2025Q4: 2,510 shares 2,510 $406K 0.16% -220 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: 3,337 shares; 2024Q4: 3,274 shares; 2025Q1: 3,292 shares; 2025Q2: 3,539 shares; 2025Q3: 3,539 shares; 2025Q4: 3,552 shares 3,552 $404K 0.16% +13 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: 1,168 shares; 2024Q4: not reported; 2025Q1: 1,168 shares; 2025Q2: 1,167 shares; 2025Q3: 1,167 shares; 2025Q4: 1,307 shares 1,307 $403K 0.16% +140 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,407 shares; 2025Q3: 2,651 shares; 2025Q4: 2,740 shares 2,740 $402K 0.16% +89 Timeline RKT ROCKET COS INC More: the full row for ROCKET COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,042 shares 20,042 $388K 0.15% new 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: 634 shares; 2024Q4: 632 shares; 2025Q1: 737 shares; 2025Q2: 737 shares; 2025Q3: 630 shares; 2025Q4: 630 shares 630 $387K 0.15% 0 Timeline FEM FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,817 shares; 2024Q4: 13,231 shares; 2025Q1: 13,231 shares; 2025Q2: 13,166 shares; 2025Q3: 13,662 shares; 2025Q4: 13,868 shares 13,868 $379K 0.15% +206 Timeline FXR 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: 4,679 shares; 2024Q4: 4,679 shares; 2025Q1: 4,679 shares; 2025Q2: 4,683 shares; 2025Q3: 4,691 shares; 2025Q4: 4,697 shares 4,697 $375K 0.15% +6 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,879 shares; 2024Q4: 1,879 shares; 2025Q1: 1,936 shares; 2025Q2: 1,821 shares; 2025Q3: 1,821 shares; 2025Q4: 1,826 shares 1,826 $371K 0.14% +5 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: 4,750 shares; 2024Q4: 4,750 shares; 2025Q1: 4,750 shares; 2025Q2: 6,033 shares; 2025Q3: 6,080 shares; 2025Q4: 6,131 shares 6,131 $369K 0.14% +51 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: 1,784 shares; 2024Q4: 1,815 shares; 2025Q1: 1,807 shares; 2025Q2: 1,811 shares; 2025Q3: 1,802 shares; 2025Q4: 1,568 shares 1,568 $363K 0.14% -234 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,765 shares; 2024Q4: 3,587 shares; 2025Q1: 1,882 shares; 2025Q2: 1,880 shares; 2025Q3: 1,781 shares; 2025Q4: 1,480 shares 1,480 $356K 0.14% -301 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,509 shares; 2025Q4: 5,509 shares 5,509 $355K 0.14% 0 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,668 shares; 2024Q4: 4,417 shares; 2025Q1: 4,496 shares; 2025Q2: 4,493 shares; 2025Q3: 4,495 shares; 2025Q4: 4,151 shares 4,151 $353K 0.14% -344 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: 3,627 shares; 2024Q4: 3,619 shares; 2025Q1: 3,619 shares; 2025Q2: 3,624 shares; 2025Q3: 3,629 shares; 2025Q4: 3,636 shares 3,636 $352K 0.14% +7 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: 1,414 shares; 2024Q4: 1,414 shares; 2025Q1: 1,414 shares; 2025Q2: 1,416 shares; 2025Q3: 1,419 shares; 2025Q4: 1,422 shares 1,422 $350K 0.14% +3 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: 12,771 shares; 2024Q4: 12,803 shares; 2025Q1: 12,802 shares; 2025Q2: 12,871 shares; 2025Q3: 12,574 shares; 2025Q4: 12,672 shares 12,672 $348K 0.14% +98 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: 8,997 shares; 2024Q4: 8,828 shares; 2025Q1: 8,828 shares; 2025Q2: 8,828 shares; 2025Q3: 8,828 shares; 2025Q4: 8,828 shares 8,828 $346K 0.13% 0 Timeline MTSI MACOM TECH SOLUTIONS HLDGS I More: the full row for MACOM TECH SOLUTIONS HLDGS I 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 $343K 0.13% 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: 1,353 shares; 2024Q4: 1,293 shares; 2025Q1: 1,437 shares; 2025Q2: 1,428 shares; 2025Q3: 1,427 shares; 2025Q4: 1,441 shares 1,441 $328K 0.13% +14 Timeline CATX PERSPECTIVE THERAPEUTICS INC More: the full row for PERSPECTIVE THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,236 shares; 2024Q4: 22,236 shares; 2025Q1: 22,236 shares; 2025Q2: 69,061 shares; 2025Q3: 69,061 shares; 2025Q4: 119,061 shares 119,061 $327K 0.13% +50,000 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,472 shares; 2024Q4: 2,462 shares; 2025Q1: 1,759 shares; 2025Q2: 1,739 shares; 2025Q3: 1,731 shares; 2025Q4: 1,668 shares 1,668 $325K 0.13% -63 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,506 shares; 2025Q2: 3,506 shares; 2025Q3: 4,145 shares; 2025Q4: 4,145 shares 4,145 $318K 0.12% 0 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: 14,180 shares; 2024Q4: 14,180 shares; 2025Q1: 14,180 shares; 2025Q2: 49,209 shares; 2025Q3: 36,472 shares; 2025Q4: 18,846 shares 18,846 $311K 0.12% -17,626 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,475 shares; 2025Q3: 1,548 shares; 2025Q4: 1,746 shares 1,746 $310K 0.12% +198 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,505 shares; 2024Q4: 4,465 shares; 2025Q1: 4,465 shares; 2025Q2: 4,465 shares; 2025Q3: 4,390 shares; 2025Q4: 4,171 shares 4,171 $308K 0.12% -219 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,418 shares; 2024Q4: 1,439 shares; 2025Q1: 1,335 shares; 2025Q2: 1,335 shares; 2025Q3: 1,334 shares; 2025Q4: 1,247 shares 1,247 $307K 0.12% -87 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,078 shares; 2024Q4: 13,078 shares; 2025Q1: 11,285 shares; 2025Q2: 11,960 shares; 2025Q3: 8,035 shares; 2025Q4: 8,088 shares 8,088 $296K 0.12% +53 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: 12,592 shares; 2024Q4: 12,039 shares; 2025Q1: 12,115 shares; 2025Q2: 12,455 shares; 2025Q3: 12,346 shares; 2025Q4: 11,904 shares 11,904 $296K 0.12% -442 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,840 shares; 2025Q3: 3,191 shares; 2025Q4: 3,613 shares 3,613 $295K 0.12% +422 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,319 shares; 2024Q4: 7,043 shares; 2025Q1: 6,612 shares; 2025Q2: 6,628 shares; 2025Q3: 6,641 shares; 2025Q4: 6,334 shares 6,334 $295K 0.11% -307 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: not reported; 2024Q4: not reported; 2025Q1: 5,140 shares; 2025Q2: 5,159 shares; 2025Q3: 5,326 shares; 2025Q4: 5,345 shares 5,345 $294K 0.11% +19 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,555 shares; 2025Q2: 2,564 shares; 2025Q3: 3,110 shares; 2025Q4: 3,175 shares 3,175 $294K 0.11% +65 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: 550 shares; 2024Q4: 554 shares; 2025Q1: 554 shares; 2025Q2: 613 shares; 2025Q3: 646 shares; 2025Q4: 646 shares 646 $293K 0.11% 0 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: 305 shares; 2024Q4: 307 shares; 2025Q1: 307 shares; 2025Q2: 307 shares; 2025Q3: 309 shares; 2025Q4: 3,124 shares 3,124 $293K 0.11% +2,815 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,061 shares; 2024Q4: 2,089 shares; 2025Q1: 2,215 shares; 2025Q2: 2,267 shares; 2025Q3: 2,239 shares; 2025Q4: 1,885 shares 1,885 $292K 0.11% -354 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,493 shares; 2024Q4: 4,496 shares; 2025Q1: 4,562 shares; 2025Q2: 4,565 shares; 2025Q3: 4,466 shares; 2025Q4: 4,060 shares 4,060 $273K 0.11% -406 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,841 shares; 2024Q4: 2,843 shares; 2025Q1: 2,689 shares; 2025Q2: 2,691 shares; 2025Q3: 2,715 shares; 2025Q4: 2,690 shares 2,690 $271K 0.11% -25 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,402 shares; 2024Q4: 2,402 shares; 2025Q1: 2,402 shares; 2025Q2: 2,402 shares; 2025Q3: 2,419 shares; 2025Q4: 2,419 shares 2,419 $267K 0.1% 0 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 934 shares 934 $266K 0.1% new Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,824 shares; 2024Q4: 28,824 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,000 shares; 2025Q4: 10,090 shares 10,090 $264K 0.1% +90 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,656 shares; 2025Q2: 1,704 shares; 2025Q3: 1,682 shares; 2025Q4: 1,431 shares 1,431 $262K 0.1% -251 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,261 shares; 2024Q4: 1,258 shares; 2025Q1: 1,289 shares; 2025Q2: 1,233 shares; 2025Q3: 1,247 shares; 2025Q4: 1,047 shares 1,047 $259K 0.1% -200 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,362 shares; 2024Q4: 1,362 shares; 2025Q1: 1,362 shares; 2025Q2: 1,368 shares; 2025Q3: 1,375 shares; 2025Q4: 1,383 shares 1,383 $255K 0.1% +8 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: 872 shares; 2024Q4: 872 shares; 2025Q1: 917 shares; 2025Q2: 917 shares; 2025Q3: 879 shares; 2025Q4: 883 shares 883 $255K 0.1% +4 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: 1,475 shares; 2024Q4: not reported; 2025Q1: 1,475 shares; 2025Q2: 1,579 shares; 2025Q3: 1,592 shares; 2025Q4: 1,592 shares 1,592 $255K 0.1% 0 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,740 shares; 2024Q4: 3,452 shares; 2025Q1: 3,138 shares; 2025Q2: 3,078 shares; 2025Q3: 3,082 shares; 2025Q4: 3,092 shares 3,092 $253K 0.1% +10 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: 1,135 shares; 2024Q4: 1,135 shares; 2025Q1: 1,136 shares; 2025Q2: not reported; 2025Q3: 1,123 shares; 2025Q4: 1,123 shares 1,123 $253K 0.1% 0 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 439 shares; 2024Q4: 439 shares; 2025Q1: 439 shares; 2025Q2: 439 shares; 2025Q3: 439 shares; 2025Q4: 439 shares 439 $251K 0.1% 0 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: 1,399 shares; 2024Q4: not reported; 2025Q1: 1,399 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,595 shares 1,595 $247K 0.1% new Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,127 shares; 2024Q4: 4,689 shares; 2025Q1: 4,141 shares; 2025Q2: 4,147 shares; 2025Q3: 4,131 shares; 2025Q4: 1,930 shares 1,930 $243K 0.09% -2,201 Timeline WMS ADVANCED DRAIN SYS INC DEL More: the full row for ADVANCED DRAIN SYS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,478 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,661 shares; 2025Q4: 1,663 shares 1,663 $241K 0.09% +2 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,882 shares; 2025Q3: 2,023 shares; 2025Q4: 2,173 shares 2,173 $239K 0.09% +150 Timeline SF STIFEL FINL CORP More: the full row for STIFEL FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,595 shares; 2024Q4: 2,195 shares; 2025Q1: 2,195 shares; 2025Q2: 2,100 shares; 2025Q3: 2,000 shares; 2025Q4: 1,900 shares 1,900 $238K 0.09% -100 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,686 shares; 2024Q4: 4,541 shares; 2025Q1: 4,066 shares; 2025Q2: 4,089 shares; 2025Q3: 4,054 shares; 2025Q4: 3,483 shares 3,483 $237K 0.09% -571 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,191 shares; 2024Q4: 5,191 shares; 2025Q1: 5,191 shares; 2025Q2: 5,195 shares; 2025Q3: 5,206 shares; 2025Q4: 4,721 shares 4,721 $236K 0.09% -485 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,200 shares; 2025Q3: 2,202 shares; 2025Q4: 2,204 shares 2,204 $235K 0.09% +2 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: not reported; 2024Q4: not reported; 2025Q1: 2,324 shares; 2025Q2: 2,408 shares; 2025Q3: 2,424 shares; 2025Q4: 2,443 shares 2,443 $235K 0.09% +19 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: 1,810 shares; 2024Q4: 1,816 shares; 2025Q1: 1,822 shares; 2025Q2: 1,829 shares; 2025Q3: 1,835 shares; 2025Q4: 1,817 shares 1,817 $234K 0.09% -18 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: 4,559 shares; 2024Q4: 5,441 shares; 2025Q1: 5,444 shares; 2025Q2: 5,450 shares; 2025Q3: 5,703 shares; 2025Q4: 6,295 shares 6,295 $233K 0.09% +592 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,414 shares; 2024Q4: 2,414 shares; 2025Q1: 2,430 shares; 2025Q2: 2,442 shares; 2025Q3: 2,451 shares; 2025Q4: 2,461 shares 2,461 $232K 0.09% +10 Timeline TDIV 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: 4,067 shares; 2024Q4: 4,067 shares; 2025Q1: not reported; 2025Q2: 2,362 shares; 2025Q3: 2,365 shares; 2025Q4: 2,374 shares 2,374 $230K 0.09% +9 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,397 shares; 2024Q4: 2,364 shares; 2025Q1: 2,364 shares; 2025Q2: 2,364 shares; 2025Q3: 2,346 shares; 2025Q4: 2,346 shares 2,346 $229K 0.09% 0 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,361 shares; 2024Q4: 1,327 shares; 2025Q1: 1,326 shares; 2025Q2: 1,406 shares; 2025Q3: not reported; 2025Q4: 1,233 shares 1,233 $225K 0.09% new Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 394 shares; 2025Q1: 395 shares; 2025Q2: 395 shares; 2025Q3: 395 shares; 2025Q4: 395 shares 395 $224K 0.09% 0 Timeline IYM 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: 1,431 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,435 shares; 2025Q3: 1,441 shares; 2025Q4: 1,448 shares 1,448 $223K 0.09% +7 Timeline PDP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,967 shares; 2024Q4: 1,948 shares; 2025Q1: not reported; 2025Q2: 1,910 shares; 2025Q3: 1,912 shares; 2025Q4: 1,912 shares 1,912 $223K 0.09% 0 Timeline FNX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,758 shares; 2025Q3: 1,761 shares; 2025Q4: 1,765 shares 1,765 $222K 0.09% +4 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,835 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,370 shares 4,370 $222K 0.09% new Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 252 shares; 2024Q4: 252 shares; 2025Q1: 252 shares; 2025Q2: 252 shares; 2025Q3: 252 shares; 2025Q4: 758 shares 758 $218K 0.08% +506 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,315 shares 12,315 $214K 0.08% new 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: 4,456 shares; 2024Q4: 4,467 shares; 2025Q1: not reported; 2025Q2: 4,489 shares; 2025Q3: 4,889 shares; 2025Q4: 3,965 shares 3,965 $212K 0.08% -924 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,022 shares; 2025Q4: 2,109 shares 2,109 $211K 0.08% +87 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,500 shares; 2025Q1: not reported; 2025Q2: 2,500 shares; 2025Q3: not reported; 2025Q4: 1,250 shares 1,250 $208K 0.08% new Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 310 shares 310 $203K 0.08% new 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: 1,689 shares 1,689 $202K 0.08% new Timeline GRAB GRAB HOLDINGS LIMITED More: the full row for GRAB HOLDINGS LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,000 shares; 2025Q4: 40,430 shares 40,430 $202K 0.08% +20,430 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,641 shares; 2024Q4: 1,641 shares; 2025Q1: 1,562 shares; 2025Q2: 1,537 shares; 2025Q3: 1,575 shares; 2025Q4: 1,236 shares 1,236 $201K 0.08% -339 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,742 shares; 2024Q4: 11,742 shares; 2025Q1: 11,742 shares; 2025Q2: 11,742 shares; 2025Q3: 11,742 shares; 2025Q4: 12,188 shares 12,188 $161K 0.06% +446 Timeline SOUN SOUNDHOUND AI INC More: the full row for SOUNDHOUND AI 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: 15,000 shares 15,000 $150K 0.06% new Timeline DJT TRUMP MEDIA & TECHNOLOGY GRO More: the full row for TRUMP MEDIA & TECHNOLOGY GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,987 shares; 2025Q3: 16,987 shares; 2025Q4: 10,047 shares 10,047 $133K 0.05% -6,940 Timeline LAND GLADSTONE LD CORP More: the full row for GLADSTONE LD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,000 shares; 2024Q4: 14,000 shares; 2025Q1: 14,000 shares; 2025Q2: 14,000 shares; 2025Q3: 14,000 shares; 2025Q4: 14,000 shares 14,000 $128K 0.05% 0 Timeline NIO NIO INC More: the full row for NIO 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: 14,357 shares; 2025Q4: 19,412 shares 19,412 $99K 0.04% +5,055 Timeline