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: 146,577 shares; 2024Q4: 151,183 shares; 2025Q1: 152,144 shares; 2025Q2: 150,177 shares; 2025Q3: 150,986 shares; 2025Q4: 149,520 shares 149,520 $72.3M 7.14% -1,466 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: 220,445 shares; 2024Q4: 272,014 shares; 2025Q1: 271,700 shares; 2025Q2: 265,830 shares; 2025Q3: 262,608 shares; 2025Q4: 255,638 shares 255,638 $69.5M 6.86% -6,970 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: 94,880 shares; 2024Q4: 112,291 shares; 2025Q1: 113,548 shares; 2025Q2: 116,564 shares; 2025Q3: 117,387 shares; 2025Q4: 116,122 shares 116,122 $36.3M 3.59% -1,265 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: 101,833 shares; 2024Q4: 101,897 shares; 2025Q1: 101,917 shares; 2025Q2: 99,002 shares; 2025Q3: 99,309 shares; 2025Q4: 97,135 shares 97,135 $31.3M 3.09% -2,174 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: 137,283 shares; 2024Q4: 144,774 shares; 2025Q1: 148,110 shares; 2025Q2: 151,728 shares; 2025Q3: 157,378 shares; 2025Q4: 155,355 shares 155,355 $29M 2.86% -2,023 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: 28,725 shares; 2024Q4: 28,404 shares; 2025Q1: 28,364 shares; 2025Q2: 27,886 shares; 2025Q3: 27,472 shares; 2025Q4: 26,951 shares 26,951 $29M 2.86% -521 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: 111,943 shares; 2024Q4: 112,063 shares; 2025Q1: 113,416 shares; 2025Q2: 113,225 shares; 2025Q3: 113,857 shares; 2025Q4: 113,678 shares 113,678 $22.2M 2.19% -179 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: 83,559 shares; 2024Q4: 86,248 shares; 2025Q1: 88,141 shares; 2025Q2: 88,103 shares; 2025Q3: 89,043 shares; 2025Q4: 89,401 shares 89,401 $20.6M 2.04% +358 Timeline XMHQ 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: 160,283 shares; 2025Q3: 174,793 shares; 2025Q4: 181,072 shares 181,072 $18.5M 1.83% +6,279 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: 41,096 shares; 2024Q4: 52,590 shares; 2025Q1: 51,758 shares; 2025Q2: 50,081 shares; 2025Q3: 49,361 shares; 2025Q4: 49,833 shares 49,833 $15.6M 1.54% +472 Timeline WTV WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 118,248 shares; 2025Q3: 135,350 shares; 2025Q4: 149,628 shares 149,628 $14M 1.38% +14,278 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: 83,280 shares; 2024Q4: 80,558 shares; 2025Q1: 78,306 shares; 2025Q2: 75,897 shares; 2025Q3: 75,155 shares; 2025Q4: 73,277 shares 73,277 $13.6M 1.34% -1,878 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: 33,306 shares; 2024Q4: 67,932 shares; 2025Q1: 68,663 shares; 2025Q2: 69,660 shares; 2025Q3: 71,288 shares; 2025Q4: 71,137 shares 71,137 $13.1M 1.29% -151 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: 86,418 shares; 2024Q4: 86,467 shares; 2025Q1: 86,619 shares; 2025Q2: 86,670 shares; 2025Q3: 85,893 shares; 2025Q4: 84,788 shares 84,788 $12.2M 1.2% -1,105 Timeline EFG 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: 75,733 shares; 2025Q3: 91,057 shares; 2025Q4: 100,294 shares 100,294 $11.4M 1.13% +9,237 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: 36,395 shares; 2024Q4: 37,039 shares; 2025Q1: 37,235 shares; 2025Q2: 37,307 shares; 2025Q3: 37,526 shares; 2025Q4: 37,193 shares 37,193 $11.4M 1.12% -333 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: 72,128 shares; 2024Q4: 71,892 shares; 2025Q1: 71,992 shares; 2025Q2: 72,379 shares; 2025Q3: 72,896 shares; 2025Q4: 72,079 shares 72,079 $11M 1.08% -817 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: 18,891 shares; 2024Q4: 21,614 shares; 2025Q1: 21,664 shares; 2025Q2: 21,691 shares; 2025Q3: 21,702 shares; 2025Q4: 21,622 shares 21,622 $10.1M 0.99% -80 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: 18,249 shares; 2024Q4: 20,258 shares; 2025Q1: 21,838 shares; 2025Q2: 27,189 shares; 2025Q3: 28,571 shares; 2025Q4: 28,957 shares 28,957 $10M 0.99% +386 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: 42,532 shares; 2024Q4: 42,515 shares; 2025Q1: 42,460 shares; 2025Q2: 42,549 shares; 2025Q3: 42,587 shares; 2025Q4: 43,534 shares 43,534 $9.95M 0.98% +947 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: 40,737 shares; 2024Q4: 44,208 shares; 2025Q1: 45,280 shares; 2025Q2: 45,568 shares; 2025Q3: 47,130 shares; 2025Q4: 47,412 shares 47,412 $9.81M 0.97% +282 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: 114,799 shares; 2024Q4: 122,807 shares; 2025Q1: 125,150 shares; 2025Q2: 124,078 shares; 2025Q3: 124,848 shares; 2025Q4: 125,046 shares 125,046 $9.63M 0.95% +198 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: 70,719 shares; 2024Q4: 73,589 shares; 2025Q1: 75,037 shares; 2025Q2: 79,563 shares; 2025Q3: 79,681 shares; 2025Q4: 77,438 shares 77,438 $9.32M 0.92% -2,243 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: 27,187 shares; 2024Q4: 29,527 shares; 2025Q1: 28,995 shares; 2025Q2: 28,719 shares; 2025Q3: 28,594 shares; 2025Q4: 28,301 shares 28,301 $9.26M 0.91% -293 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: 23,165 shares; 2024Q4: 23,674 shares; 2025Q1: 23,954 shares; 2025Q2: 24,378 shares; 2025Q3: 24,585 shares; 2025Q4: 25,288 shares 25,288 $8.7M 0.86% +703 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: 31,014 shares; 2024Q4: 30,835 shares; 2025Q1: 31,128 shares; 2025Q2: 30,338 shares; 2025Q3: 30,739 shares; 2025Q4: 29,941 shares 29,941 $8.64M 0.85% -798 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: 72,723 shares; 2024Q4: 72,859 shares; 2025Q1: 73,513 shares; 2025Q2: 74,008 shares; 2025Q3: 74,269 shares; 2025Q4: 67,737 shares 67,737 $8.49M 0.84% -6,532 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: 31,884 shares; 2024Q4: 32,206 shares; 2025Q1: 32,460 shares; 2025Q2: 33,713 shares; 2025Q3: 37,692 shares; 2025Q4: 37,656 shares 37,656 $8.06M 0.8% -36 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: 47,205 shares; 2024Q4: 47,597 shares; 2025Q1: 47,342 shares; 2025Q2: 46,696 shares; 2025Q3: 46,702 shares; 2025Q4: 46,474 shares 46,474 $7.95M 0.78% -228 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: 10,183 shares; 2024Q4: 10,183 shares; 2025Q1: 10,158 shares; 2025Q2: 9,759 shares; 2025Q3: 9,664 shares; 2025Q4: 9,627 shares 9,627 $7.9M 0.78% -37 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: 30,317 shares; 2024Q4: 30,492 shares; 2025Q1: 31,295 shares; 2025Q2: 31,866 shares; 2025Q3: 31,852 shares; 2025Q4: 32,339 shares 32,339 $7.8M 0.77% +487 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: 73,564 shares; 2024Q4: 79,030 shares; 2025Q1: 76,694 shares; 2025Q2: 75,042 shares; 2025Q3: 73,791 shares; 2025Q4: 73,350 shares 73,350 $7.72M 0.76% -441 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,272 shares; 2024Q4: 8,582 shares; 2025Q1: 8,635 shares; 2025Q2: 8,800 shares; 2025Q3: 8,903 shares; 2025Q4: 8,946 shares 8,946 $7.71M 0.76% +43 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: 10,491 shares; 2024Q4: 11,491 shares; 2025Q1: 11,491 shares; 2025Q2: 12,641 shares; 2025Q3: 13,254 shares; 2025Q4: 13,462 shares 13,462 $7.71M 0.76% +208 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: 36,312 shares; 2024Q4: 35,964 shares; 2025Q1: 37,308 shares; 2025Q2: 39,210 shares; 2025Q3: 40,382 shares; 2025Q4: 41,605 shares 41,605 $7.63M 0.75% +1,223 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: 11,101 shares; 2024Q4: 11,575 shares; 2025Q1: 12,185 shares; 2025Q2: 12,510 shares; 2025Q3: 12,845 shares; 2025Q4: 13,091 shares 13,091 $7.47M 0.74% +246 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: 54,881 shares; 2024Q4: 53,889 shares; 2025Q1: 52,739 shares; 2025Q2: 52,118 shares; 2025Q3: 51,102 shares; 2025Q4: 50,061 shares 50,061 $7.18M 0.71% -1,041 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: 9,346 shares; 2024Q4: 9,670 shares; 2025Q1: 13,067 shares; 2025Q2: 11,075 shares; 2025Q3: 11,120 shares; 2025Q4: 10,962 shares 10,962 $6.73M 0.66% -158 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: 8,162 shares; 2024Q4: 8,778 shares; 2025Q1: 9,133 shares; 2025Q2: 9,228 shares; 2025Q3: 9,453 shares; 2025Q4: 10,158 shares 10,158 $6.71M 0.66% +705 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: 92,628 shares; 2024Q4: 94,051 shares; 2025Q1: 94,524 shares; 2025Q2: 94,011 shares; 2025Q3: 94,749 shares; 2025Q4: 95,319 shares 95,319 $6.66M 0.66% +570 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: 35,059 shares; 2024Q4: 36,121 shares; 2025Q1: 35,101 shares; 2025Q2: 29,039 shares; 2025Q3: 28,598 shares; 2025Q4: 27,752 shares 27,752 $6.35M 0.63% -846 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,539 shares; 2025Q3: 8,408 shares; 2025Q4: 12,546 shares 12,546 $6.12M 0.6% +4,138 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: 16,409 shares; 2024Q4: 16,959 shares; 2025Q1: 17,009 shares; 2025Q2: 16,989 shares; 2025Q3: 17,589 shares; 2025Q4: 16,814 shares 16,814 $5.9M 0.58% -775 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,147 shares; 2025Q3: 23,126 shares; 2025Q4: 22,772 shares 22,772 $5.61M 0.55% -354 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: 64,960 shares; 2024Q4: 64,380 shares; 2025Q1: 68,081 shares; 2025Q2: 68,872 shares; 2025Q3: 70,288 shares; 2025Q4: 69,645 shares 69,645 $5.59M 0.55% -643 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: 38,338 shares; 2024Q4: 46,679 shares; 2025Q1: 47,140 shares; 2025Q2: 47,935 shares; 2025Q3: 158,750 shares; 2025Q4: 103,227 shares 103,227 $5.57M 0.55% -55,523 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: 9,988 shares; 2024Q4: 11,003 shares; 2025Q1: 11,006 shares; 2025Q2: 11,153 shares; 2025Q3: 11,260 shares; 2025Q4: 11,457 shares 11,457 $5.54M 0.55% +197 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: 15,945 shares; 2024Q4: 16,355 shares; 2025Q1: 16,446 shares; 2025Q2: 16,028 shares; 2025Q3: 16,279 shares; 2025Q4: 17,283 shares 17,283 $5.5M 0.54% +1,004 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: 18,531 shares; 2024Q4: 18,824 shares; 2025Q1: 19,355 shares; 2025Q2: 18,573 shares; 2025Q3: 18,621 shares; 2025Q4: 19,702 shares 19,702 $5.34M 0.53% +1,081 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: 30,233 shares; 2024Q4: 32,107 shares; 2025Q1: 31,583 shares; 2025Q2: 31,863 shares; 2025Q3: 32,157 shares; 2025Q4: 32,558 shares 32,558 $5.27M 0.52% +401 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: 45,495 shares; 2024Q4: 45,443 shares; 2025Q1: 46,268 shares; 2025Q2: 46,134 shares; 2025Q3: 46,144 shares; 2025Q4: 45,746 shares 45,746 $5.2M 0.51% -398 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: 13,282 shares; 2024Q4: 14,951 shares; 2025Q1: 15,077 shares; 2025Q2: 14,656 shares; 2025Q3: 15,123 shares; 2025Q4: 15,063 shares 15,063 $5.07M 0.5% -60 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,689 shares; 2024Q4: 16,578 shares; 2025Q1: 17,853 shares; 2025Q2: 17,386 shares; 2025Q3: 17,324 shares; 2025Q4: 16,960 shares 16,960 $5.02M 0.5% -364 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: 2,728 shares; 2024Q4: 3,861 shares; 2025Q1: 4,027 shares; 2025Q2: 3,991 shares; 2025Q3: 4,603 shares; 2025Q4: 7,230 shares 7,230 $4.53M 0.45% +2,627 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: 52,067 shares; 2024Q4: 52,067 shares; 2025Q1: 52,067 shares; 2025Q2: 52,067 shares; 2025Q3: 47,811 shares; 2025Q4: 46,503 shares 46,503 $4.48M 0.44% -1,308 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: 23,469 shares; 2024Q4: 24,459 shares; 2025Q1: 24,655 shares; 2025Q2: 25,058 shares; 2025Q3: 25,294 shares; 2025Q4: 24,894 shares 24,894 $4.42M 0.44% -400 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: 11,696 shares; 2024Q4: 11,696 shares; 2025Q1: 11,786 shares; 2025Q2: 11,786 shares; 2025Q3: 11,761 shares; 2025Q4: 11,761 shares 11,761 $4.35M 0.43% 0 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,155 shares; 2024Q4: 22,168 shares; 2025Q1: 22,166 shares; 2025Q2: 20,955 shares; 2025Q3: 20,564 shares; 2025Q4: 19,369 shares 19,369 $4.26M 0.42% -1,195 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: 27,400 shares; 2024Q4: 27,316 shares; 2025Q1: 34,953 shares; 2025Q2: 34,591 shares; 2025Q3: 36,073 shares; 2025Q4: 36,121 shares 36,121 $4.23M 0.42% +48 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 125,185 shares; 2025Q3: 127,385 shares; 2025Q4: 127,385 shares 127,385 $4.08M 0.4% 0 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: 19,184 shares; 2024Q4: 20,616 shares; 2025Q1: 23,552 shares; 2025Q2: 24,279 shares; 2025Q3: 24,990 shares; 2025Q4: 25,759 shares 25,759 $3.97M 0.39% +769 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: 14,572 shares; 2024Q4: 14,942 shares; 2025Q1: 14,927 shares; 2025Q2: 14,997 shares; 2025Q3: 15,042 shares; 2025Q4: 14,441 shares 14,441 $3.83M 0.38% -601 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: 15,683 shares; 2024Q4: 15,656 shares; 2025Q1: 15,700 shares; 2025Q2: 15,927 shares; 2025Q3: 15,944 shares; 2025Q4: 15,790 shares 15,790 $3.65M 0.36% -154 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: 146,893 shares; 2024Q4: 143,633 shares; 2025Q1: 154,346 shares; 2025Q2: 153,930 shares; 2025Q3: 155,741 shares; 2025Q4: 144,171 shares 144,171 $3.59M 0.35% -11,570 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: 8,033 shares; 2024Q4: 8,618 shares; 2025Q1: 9,079 shares; 2025Q2: 9,079 shares; 2025Q3: 9,350 shares; 2025Q4: 8,978 shares 8,978 $3.56M 0.35% -372 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: 18,107 shares; 2024Q4: 21,077 shares; 2025Q1: 20,702 shares; 2025Q2: 20,767 shares; 2025Q3: 21,341 shares; 2025Q4: 17,761 shares 17,761 $3.46M 0.34% -3,580 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,740 shares; 2025Q2: 20,740 shares; 2025Q3: 20,205 shares; 2025Q4: 19,620 shares 19,620 $3.36M 0.33% -585 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: 26,484 shares; 2024Q4: 27,776 shares; 2025Q1: 27,252 shares; 2025Q2: 26,602 shares; 2025Q3: 27,709 shares; 2025Q4: 27,359 shares 27,359 $3.29M 0.32% -350 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,314 shares; 2024Q4: 79,010 shares; 2025Q1: 57,724 shares; 2025Q2: 55,787 shares; 2025Q3: 53,793 shares; 2025Q4: 51,474 shares 51,474 $3.28M 0.32% -2,319 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: 10,768 shares; 2024Q4: 12,382 shares; 2025Q1: 11,639 shares; 2025Q2: 12,058 shares; 2025Q3: 12,277 shares; 2025Q4: 15,100 shares 15,100 $3.28M 0.32% +2,823 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,918 shares; 2025Q2: 2,785 shares; 2025Q3: 2,855 shares; 2025Q4: 3,039 shares 3,039 $3.25M 0.32% +184 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: 13,735 shares; 2024Q4: 13,584 shares; 2025Q1: 13,389 shares; 2025Q2: 12,676 shares; 2025Q3: 12,518 shares; 2025Q4: 12,518 shares 12,518 $3.24M 0.32% 0 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,825 shares; 2024Q4: 27,425 shares; 2025Q1: 27,425 shares; 2025Q2: 27,425 shares; 2025Q3: 27,425 shares; 2025Q4: 27,425 shares 27,425 $3.22M 0.32% 0 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,362 shares; 2024Q4: 17,699 shares; 2025Q1: 17,562 shares; 2025Q2: 17,562 shares; 2025Q3: 17,562 shares; 2025Q4: 23,914 shares 23,914 $3.17M 0.31% +6,352 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: 16,504 shares; 2024Q4: 17,233 shares; 2025Q1: 17,873 shares; 2025Q2: 22,892 shares; 2025Q3: 24,748 shares; 2025Q4: 26,602 shares 26,602 $3.1M 0.31% +1,854 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,030 shares; 2024Q4: 6,030 shares; 2025Q1: 6,030 shares; 2025Q2: 6,030 shares; 2025Q3: 6,030 shares; 2025Q4: 6,030 shares 6,030 $3.08M 0.3% 0 Timeline CATH GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 41,788 shares; 2025Q3: 39,348 shares; 2025Q4: 37,456 shares 37,456 $3.08M 0.3% -1,892 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: 24,935 shares; 2024Q4: 25,735 shares; 2025Q1: 25,692 shares; 2025Q2: 27,317 shares; 2025Q3: 27,462 shares; 2025Q4: 27,275 shares 27,275 $3.04M 0.3% -187 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: 14,980 shares; 2024Q4: 16,744 shares; 2025Q1: 17,608 shares; 2025Q2: 17,799 shares; 2025Q3: 18,914 shares; 2025Q4: 19,585 shares 19,585 $3.01M 0.3% +671 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: 2,514 shares; 2024Q4: 2,617 shares; 2025Q1: 2,617 shares; 2025Q2: 2,949 shares; 2025Q3: 3,155 shares; 2025Q4: 31,057 shares 31,057 $2.91M 0.29% +27,902 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: 76,775 shares; 2024Q4: 78,026 shares; 2025Q1: 72,312 shares; 2025Q2: 72,492 shares; 2025Q3: 72,062 shares; 2025Q4: 71,477 shares 71,477 $2.91M 0.29% -585 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: 25,616 shares; 2024Q4: 26,218 shares; 2025Q1: 26,611 shares; 2025Q2: 25,527 shares; 2025Q3: 25,239 shares; 2025Q4: 23,965 shares 23,965 $2.87M 0.28% -1,274 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: 18,187 shares; 2024Q4: 17,983 shares; 2025Q1: 18,056 shares; 2025Q2: 18,342 shares; 2025Q3: 18,342 shares; 2025Q4: 17,852 shares 17,852 $2.86M 0.28% -490 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,247 shares; 2025Q3: 4,572 shares; 2025Q4: 4,173 shares 4,173 $2.85M 0.28% -399 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: 39,442 shares; 2024Q4: 35,914 shares; 2025Q1: 35,491 shares; 2025Q2: 34,620 shares; 2025Q3: 34,542 shares; 2025Q4: 34,461 shares 34,461 $2.73M 0.27% -81 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: 71,660 shares; 2024Q4: 67,758 shares; 2025Q1: 69,550 shares; 2025Q2: 68,737 shares; 2025Q3: 68,564 shares; 2025Q4: 70,390 shares 70,390 $2.7M 0.27% +1,826 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,654 shares; 2025Q3: 27,494 shares; 2025Q4: 28,054 shares 28,054 $2.69M 0.27% +560 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: 113,910 shares; 2024Q4: 130,888 shares; 2025Q1: 137,446 shares; 2025Q2: 110,731 shares; 2025Q3: 109,213 shares; 2025Q4: 106,613 shares 106,613 $2.65M 0.26% -2,600 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,653 shares; 2024Q4: 19,405 shares; 2025Q1: 19,145 shares; 2025Q2: 18,956 shares; 2025Q3: 18,956 shares; 2025Q4: 18,956 shares 18,956 $2.61M 0.26% 0 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: 517 shares; 2024Q4: 517 shares; 2025Q1: 505 shares; 2025Q2: 478 shares; 2025Q3: 481 shares; 2025Q4: 476 shares 476 $2.55M 0.25% -5 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,407 shares; 2024Q4: 43,327 shares; 2025Q1: 40,731 shares; 2025Q2: 40,091 shares; 2025Q3: 39,991 shares; 2025Q4: 39,323 shares 39,323 $2.51M 0.25% -668 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,296 shares; 2024Q4: 3,296 shares; 2025Q1: 3,296 shares; 2025Q2: 3,275 shares; 2025Q3: 3,565 shares; 2025Q4: 3,630 shares 3,630 $2.49M 0.25% +65 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,747 shares; 2024Q4: 51,747 shares; 2025Q1: 51,693 shares; 2025Q2: 54,973 shares; 2025Q3: 54,023 shares; 2025Q4: 52,984 shares 52,984 $2.48M 0.24% -1,039 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: 11,522 shares; 2024Q4: 18,653 shares; 2025Q1: 19,013 shares; 2025Q2: 19,841 shares; 2025Q3: 21,280 shares; 2025Q4: 20,967 shares 20,967 $2.42M 0.24% -313 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,689 shares; 2024Q4: 34,515 shares; 2025Q1: 32,163 shares; 2025Q2: 31,178 shares; 2025Q3: 30,293 shares; 2025Q4: 30,431 shares 30,431 $2.4M 0.24% +138 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: 17,763 shares; 2024Q4: 16,168 shares; 2025Q1: 16,352 shares; 2025Q2: 16,069 shares; 2025Q3: 16,129 shares; 2025Q4: 24,750 shares 24,750 $2.38M 0.23% +8,621 Timeline EQT EQT CORP More: the full row for EQT 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: 17,115 shares; 2025Q2: 18,090 shares; 2025Q3: 43,205 shares; 2025Q4: 43,970 shares 43,970 $2.36M 0.23% +765 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: 37,065 shares; 2025Q3: 38,058 shares; 2025Q4: 37,477 shares 37,477 $2.34M 0.23% -581 Timeline XMMO 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: 9,116 shares; 2025Q3: 13,294 shares; 2025Q4: 16,528 shares 16,528 $2.29M 0.23% +3,234 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: 2,038 shares; 2024Q4: 1,988 shares; 2025Q1: 1,843 shares; 2025Q2: 2,001 shares; 2025Q3: 1,982 shares; 2025Q4: 1,840 shares 1,840 $2.24M 0.22% -142 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: 14,390 shares; 2024Q4: 14,390 shares; 2025Q1: 14,150 shares; 2025Q2: 14,050 shares; 2025Q3: 14,050 shares; 2025Q4: 17,510 shares 17,510 $2.15M 0.21% +3,460 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: 4,169 shares; 2024Q4: 4,285 shares; 2025Q1: 4,231 shares; 2025Q2: 3,926 shares; 2025Q3: 4,441 shares; 2025Q4: 4,211 shares 4,211 $2.12M 0.21% -230 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: 8,807 shares; 2024Q4: 8,914 shares; 2025Q1: 7,805 shares; 2025Q2: 7,751 shares; 2025Q3: 7,671 shares; 2025Q4: 7,706 shares 7,706 $2.1M 0.21% +35 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: 8,961 shares; 2024Q4: 9,568 shares; 2025Q1: 9,253 shares; 2025Q2: 8,966 shares; 2025Q3: 8,993 shares; 2025Q4: 8,493 shares 8,493 $2.1M 0.21% -500 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: 8,190 shares; 2024Q4: 8,190 shares; 2025Q1: 8,165 shares; 2025Q2: 8,165 shares; 2025Q3: 7,941 shares; 2025Q4: 7,941 shares 7,941 $2.04M 0.2% 0 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,225 shares; 2024Q4: 80,742 shares; 2025Q1: 80,096 shares; 2025Q2: 78,994 shares; 2025Q3: 80,549 shares; 2025Q4: 64,843 shares 64,843 $1.94M 0.19% -15,706 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 920 shares; 2025Q3: 82,425 shares; 2025Q4: 118,735 shares 118,735 $1.91M 0.19% +36,310 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: 17,515 shares; 2024Q4: 17,221 shares; 2025Q1: 23,753 shares; 2025Q2: 26,807 shares; 2025Q3: 28,075 shares; 2025Q4: 32,555 shares 32,555 $1.88M 0.19% +4,480 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: 11,663 shares; 2024Q4: 22,506 shares; 2025Q1: 22,354 shares; 2025Q2: 20,980 shares; 2025Q3: 20,828 shares; 2025Q4: 20,268 shares 20,268 $1.87M 0.18% -560 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: 14,716 shares; 2024Q4: 14,555 shares; 2025Q1: 14,752 shares; 2025Q2: 15,149 shares; 2025Q3: 15,909 shares; 2025Q4: 17,191 shares 17,191 $1.81M 0.18% +1,282 Timeline EG EVEREST GROUP LTD More: the full row for EVEREST GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,246 shares; 2024Q4: 5,146 shares; 2025Q1: 5,146 shares; 2025Q2: 5,146 shares; 2025Q3: 5,146 shares; 2025Q4: 5,146 shares 5,146 $1.75M 0.17% 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: 1,886 shares; 2024Q4: 1,886 shares; 2025Q1: 1,936 shares; 2025Q2: 1,957 shares; 2025Q3: 1,957 shares; 2025Q4: 1,957 shares 1,957 $1.72M 0.17% 0 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: 36,774 shares; 2024Q4: 34,940 shares; 2025Q1: 34,466 shares; 2025Q2: 31,684 shares; 2025Q3: 31,624 shares; 2025Q4: 31,764 shares 31,764 $1.71M 0.17% +140 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,847 shares; 2024Q4: 44,910 shares; 2025Q1: 46,156 shares; 2025Q2: 36,253 shares; 2025Q3: 34,701 shares; 2025Q4: 34,740 shares 34,740 $1.71M 0.17% +39 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: 23,793 shares; 2024Q4: 22,735 shares; 2025Q1: 19,509 shares; 2025Q2: 18,514 shares; 2025Q3: 18,320 shares; 2025Q4: 18,020 shares 18,020 $1.68M 0.17% -300 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,008 shares; 2025Q3: 15,008 shares; 2025Q4: 15,008 shares 15,008 $1.65M 0.16% 0 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 29,288 shares; 2025Q3: 30,090 shares; 2025Q4: 30,210 shares 30,210 $1.62M 0.16% +120 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: 21,734 shares; 2024Q4: 21,436 shares; 2025Q1: 19,837 shares; 2025Q2: 19,656 shares; 2025Q3: 19,387 shares; 2025Q4: 19,253 shares 19,253 $1.62M 0.16% -134 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,679 shares; 2024Q4: 27,873 shares; 2025Q1: 30,008 shares; 2025Q2: 30,805 shares; 2025Q3: 31,455 shares; 2025Q4: 32,617 shares 32,617 $1.6M 0.16% +1,162 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: 31,252 shares; 2024Q4: 30,901 shares; 2025Q1: 30,353 shares; 2025Q2: 29,435 shares; 2025Q3: 29,508 shares; 2025Q4: 29,597 shares 29,597 $1.58M 0.16% +89 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,249 shares; 2024Q4: 3,063 shares; 2025Q1: 2,903 shares; 2025Q2: 3,403 shares; 2025Q3: 3,335 shares; 2025Q4: 3,461 shares 3,461 $1.56M 0.15% +126 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 97,439 shares; 2025Q3: 97,439 shares; 2025Q4: 93,757 shares 93,757 $1.55M 0.15% -3,682 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: 16,343 shares; 2024Q4: 16,113 shares; 2025Q1: 15,862 shares; 2025Q2: 15,174 shares; 2025Q3: 15,175 shares; 2025Q4: 15,114 shares 15,114 $1.52M 0.15% -61 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,201 shares; 2024Q4: 35,441 shares; 2025Q1: 36,267 shares; 2025Q2: 34,421 shares; 2025Q3: 34,551 shares; 2025Q4: 34,678 shares 34,678 $1.51M 0.15% +127 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: 2 shares; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares 2 $1.51M 0.15% 0 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,846 shares; 2024Q4: 8,228 shares; 2025Q1: 8,518 shares; 2025Q2: 8,653 shares; 2025Q3: 9,066 shares; 2025Q4: 8,384 shares 8,384 $1.47M 0.15% -682 Timeline CTRE CARETRUST REIT INC More: the full row for CARETRUST REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,450 shares; 2024Q4: 35,593 shares; 2025Q1: 36,568 shares; 2025Q2: 37,853 shares; 2025Q3: 40,597 shares; 2025Q4: 40,597 shares 40,597 $1.47M 0.14% 0 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: 6,886 shares; 2025Q3: 6,886 shares; 2025Q4: 6,886 shares 6,886 $1.46M 0.14% 0 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: 10,156 shares; 2024Q4: 10,156 shares; 2025Q1: 10,138 shares; 2025Q2: 9,112 shares; 2025Q3: 8,912 shares; 2025Q4: 8,912 shares 8,912 $1.46M 0.14% 0 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,238 shares; 2024Q4: 4,637 shares; 2025Q1: 4,592 shares; 2025Q2: 4,899 shares; 2025Q3: 4,809 shares; 2025Q4: 4,724 shares 4,724 $1.46M 0.14% -85 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,210 shares; 2024Q4: 11,776 shares; 2025Q1: 11,598 shares; 2025Q2: 11,097 shares; 2025Q3: 11,097 shares; 2025Q4: 11,082 shares 11,082 $1.45M 0.14% -15 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: 23,556 shares; 2024Q4: 23,481 shares; 2025Q1: 23,022 shares; 2025Q2: 21,408 shares; 2025Q3: 24,463 shares; 2025Q4: 21,876 shares 21,876 $1.44M 0.14% -2,587 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,138 shares; 2024Q4: 90,383 shares; 2025Q1: 38,111 shares; 2025Q2: 38,786 shares; 2025Q3: 40,306 shares; 2025Q4: 38,169 shares 38,169 $1.41M 0.14% -2,137 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: 29,205 shares; 2024Q4: 21,383 shares; 2025Q1: 22,121 shares; 2025Q2: 21,859 shares; 2025Q3: 23,596 shares; 2025Q4: 27,655 shares 27,655 $1.4M 0.14% +4,059 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,017 shares; 2024Q4: 5,017 shares; 2025Q1: 5,017 shares; 2025Q2: 5,017 shares; 2025Q3: 5,017 shares; 2025Q4: 4,817 shares 4,817 $1.4M 0.14% -200 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: 17,433 shares; 2024Q4: 18,096 shares; 2025Q1: 18,085 shares; 2025Q2: 17,622 shares; 2025Q3: 17,597 shares; 2025Q4: 17,519 shares 17,519 $1.38M 0.14% -78 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,458 shares; 2024Q4: 20,071 shares; 2025Q1: 18,094 shares; 2025Q2: 18,069 shares; 2025Q3: 17,483 shares; 2025Q4: 16,579 shares 16,579 $1.38M 0.14% -904 Timeline AOS SMITH A O CORP More: the full row for SMITH A O CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,100 shares; 2024Q4: 20,100 shares; 2025Q1: 20,100 shares; 2025Q2: 20,100 shares; 2025Q3: 20,100 shares; 2025Q4: 20,100 shares 20,100 $1.34M 0.13% 0 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: 9,463 shares; 2024Q4: 9,390 shares; 2025Q1: 9,035 shares; 2025Q2: 8,731 shares; 2025Q3: 8,571 shares; 2025Q4: 8,571 shares 8,571 $1.33M 0.13% 0 Timeline FWONK LIBERTY MEDIA CORP DEL More: the full row for LIBERTY MEDIA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,434 shares; 2024Q4: 13,434 shares; 2025Q1: 13,434 shares; 2025Q2: 13,434 shares; 2025Q3: 13,434 shares; 2025Q4: 13,434 shares 13,434 $1.32M 0.13% 0 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: 5,654 shares; 2024Q4: 5,824 shares; 2025Q1: 5,776 shares; 2025Q2: 5,426 shares; 2025Q3: 5,426 shares; 2025Q4: 3,926 shares 3,926 $1.3M 0.13% -1,500 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,165 shares; 2024Q4: 8,165 shares; 2025Q1: 8,165 shares; 2025Q2: 7,998 shares; 2025Q3: 7,998 shares; 2025Q4: 7,998 shares 7,998 $1.28M 0.13% 0 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,294 shares; 2024Q4: 8,417 shares; 2025Q1: 6,669 shares; 2025Q2: 6,597 shares; 2025Q3: 6,343 shares; 2025Q4: 6,001 shares 6,001 $1.25M 0.12% -342 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,550 shares; 2024Q4: 6,000 shares; 2025Q1: 6,000 shares; 2025Q2: 6,000 shares; 2025Q3: 6,000 shares; 2025Q4: 6,000 shares 6,000 $1.24M 0.12% 0 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: 3,244 shares; 2024Q4: 3,350 shares; 2025Q1: 3,574 shares; 2025Q2: 3,585 shares; 2025Q3: 3,652 shares; 2025Q4: 3,525 shares 3,525 $1.23M 0.12% -127 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: 5,102 shares; 2024Q4: 5,968 shares; 2025Q1: 5,968 shares; 2025Q2: 5,968 shares; 2025Q3: 5,968 shares; 2025Q4: 5,968 shares 5,968 $1.22M 0.12% 0 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: 3,692 shares; 2024Q4: 3,692 shares; 2025Q1: 3,692 shares; 2025Q2: 3,669 shares; 2025Q3: 3,669 shares; 2025Q4: 8,045 shares 8,045 $1.22M 0.12% +4,376 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: 6,195 shares; 2024Q4: 6,195 shares; 2025Q1: 6,195 shares; 2025Q2: 8,220 shares; 2025Q3: 8,220 shares; 2025Q4: 7,365 shares 7,365 $1.18M 0.12% -855 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,213 shares; 2025Q3: 26,531 shares; 2025Q4: 24,570 shares 24,570 $1.18M 0.12% -1,961 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: 3,224 shares; 2024Q4: 3,287 shares; 2025Q1: 2,575 shares; 2025Q2: 2,575 shares; 2025Q3: 2,516 shares; 2025Q4: 2,516 shares 2,516 $1.17M 0.12% 0 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: 7,238 shares; 2024Q4: 7,238 shares; 2025Q1: 7,238 shares; 2025Q2: 7,473 shares; 2025Q3: 7,174 shares; 2025Q4: 6,048 shares 6,048 $1.16M 0.11% -1,126 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,342 shares; 2024Q4: 12,805 shares; 2025Q1: 13,062 shares; 2025Q2: 13,553 shares; 2025Q3: 13,390 shares; 2025Q4: 13,005 shares 13,005 $1.16M 0.11% -385 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: 25,946 shares; 2024Q4: 26,584 shares; 2025Q1: 26,584 shares; 2025Q2: 26,084 shares; 2025Q3: 25,019 shares; 2025Q4: 23,739 shares 23,739 $1.14M 0.11% -1,280 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,718 shares; 2025Q3: 5,676 shares; 2025Q4: 5,956 shares 5,956 $1.14M 0.11% +280 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: 34,084 shares; 2024Q4: 31,846 shares; 2025Q1: 29,291 shares; 2025Q2: 25,741 shares; 2025Q3: 24,323 shares; 2025Q4: 24,374 shares 24,374 $1.13M 0.11% +51 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,801 shares; 2024Q4: 22,140 shares; 2025Q1: 21,422 shares; 2025Q2: 20,405 shares; 2025Q3: 19,836 shares; 2025Q4: 19,147 shares 19,147 $1.12M 0.11% -689 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: 15,230 shares; 2024Q4: 13,957 shares; 2025Q1: 13,618 shares; 2025Q2: 11,378 shares; 2025Q3: 11,551 shares; 2025Q4: 11,229 shares 11,229 $1.11M 0.11% -322 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: 3,800 shares; 2024Q4: 4,220 shares; 2025Q1: 4,492 shares; 2025Q2: 4,062 shares; 2025Q3: 4,168 shares; 2025Q4: 4,099 shares 4,099 $1.1M 0.11% -69 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,096 shares; 2024Q4: 22,981 shares; 2025Q1: 23,491 shares; 2025Q2: 24,194 shares; 2025Q3: 24,622 shares; 2025Q4: 24,622 shares 24,622 $1.09M 0.11% 0 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,248 shares; 2025Q3: 5,148 shares; 2025Q4: 5,485 shares 5,485 $1.09M 0.11% +337 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: 7,748 shares; 2024Q4: 7,854 shares; 2025Q1: 7,740 shares; 2025Q2: 7,240 shares; 2025Q3: 7,240 shares; 2025Q4: 6,240 shares 6,240 $1.08M 0.11% -1,000 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,024 shares; 2024Q4: 1,358 shares; 2025Q1: 1,984 shares; 2025Q2: 2,477 shares; 2025Q3: 2,680 shares; 2025Q4: 3,180 shares 3,180 $1.07M 0.11% +500 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,879 shares; 2024Q4: 7,416 shares; 2025Q1: 7,186 shares; 2025Q2: 6,600 shares; 2025Q3: 17,433 shares; 2025Q4: 11,795 shares 11,795 $1.06M 0.1% -5,638 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: not reported; 2024Q4: 1,522 shares; 2025Q1: not reported; 2025Q2: 4,987 shares; 2025Q3: 6,012 shares; 2025Q4: 8,293 shares 8,293 $1.06M 0.1% +2,281 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: 6,172 shares; 2024Q4: 7,007 shares; 2025Q1: 8,620 shares; 2025Q2: 8,838 shares; 2025Q3: 9,530 shares; 2025Q4: 10,467 shares 10,467 $1.05M 0.1% +937 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,349 shares; 2025Q3: 1,349 shares; 2025Q4: 1,349 shares 1,349 $1.02M 0.1% 0 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,465 shares; 2024Q4: 39,440 shares; 2025Q1: 42,615 shares; 2025Q2: 37,221 shares; 2025Q3: 37,076 shares; 2025Q4: 24,665 shares 24,665 $1.01M 0.1% -12,411 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,593 shares; 2025Q3: 4,995 shares; 2025Q4: 4,569 shares 4,569 $968K 0.1% -426 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,730 shares; 2024Q4: 3,760 shares; 2025Q1: 3,760 shares; 2025Q2: 3,787 shares; 2025Q3: 3,861 shares; 2025Q4: 3,824 shares 3,824 $942K 0.09% -37 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: 5,732 shares; 2025Q2: 5,277 shares; 2025Q3: 5,277 shares; 2025Q4: 5,264 shares 5,264 $936K 0.09% -13 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,860 shares; 2024Q4: 9,847 shares; 2025Q1: 9,677 shares; 2025Q2: 9,528 shares; 2025Q3: 9,488 shares; 2025Q4: 9,249 shares 9,249 $923K 0.09% -239 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,722 shares; 2025Q3: 2,722 shares; 2025Q4: 3,132 shares 3,132 $909K 0.09% +410 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,895 shares; 2025Q3: 1,895 shares; 2025Q4: 1,895 shares 1,895 $897K 0.09% 0 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,477 shares; 2025Q3: 3,267 shares; 2025Q4: 3,477 shares 3,477 $897K 0.09% +210 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L 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: 50,982 shares; 2025Q3: 50,982 shares; 2025Q4: 49,394 shares 49,394 $887K 0.09% -1,588 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: 4,898 shares; 2024Q4: 4,772 shares; 2025Q1: 4,673 shares; 2025Q2: 5,109 shares; 2025Q3: 5,100 shares; 2025Q4: 5,431 shares 5,431 $883K 0.09% +331 Timeline FELE FRANKLIN ELEC INC More: the full row for FRANKLIN ELEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,100 shares; 2024Q4: 9,000 shares; 2025Q1: 9,000 shares; 2025Q2: 9,000 shares; 2025Q3: 9,000 shares; 2025Q4: 9,000 shares 9,000 $860K 0.08% 0 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,019 shares; 2024Q4: 44,019 shares; 2025Q1: 40,719 shares; 2025Q2: 40,379 shares; 2025Q3: 39,379 shares; 2025Q4: 35,517 shares 35,517 $841K 0.08% -3,862 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,178 shares; 2024Q4: 4,487 shares; 2025Q1: 4,386 shares; 2025Q2: 4,383 shares; 2025Q3: 4,296 shares; 2025Q4: 4,453 shares 4,453 $826K 0.08% +157 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: 14,004 shares; 2024Q4: 14,004 shares; 2025Q1: 19,687 shares; 2025Q2: 23,307 shares; 2025Q3: 24,679 shares; 2025Q4: 15,333 shares 15,333 $810K 0.08% -9,346 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,920 shares; 2025Q3: 7,613 shares; 2025Q4: 8,152 shares 8,152 $802K 0.08% +539 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: 13,288 shares; 2024Q4: 14,160 shares; 2025Q1: 14,033 shares; 2025Q2: 14,065 shares; 2025Q3: 15,065 shares; 2025Q4: 14,565 shares 14,565 $801K 0.08% -500 Timeline XSMO 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: 10,070 shares; 2025Q3: 10,710 shares; 2025Q4: 10,988 shares 10,988 $791K 0.08% +278 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: 9,744 shares; 2024Q4: 9,816 shares; 2025Q1: 9,704 shares; 2025Q2: 9,524 shares; 2025Q3: 9,359 shares; 2025Q4: 9,055 shares 9,055 $791K 0.08% -304 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: 2,342 shares; 2024Q4: 2,370 shares; 2025Q1: 2,332 shares; 2025Q2: 2,332 shares; 2025Q3: 2,625 shares; 2025Q4: 2,495 shares 2,495 $779K 0.08% -130 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,157 shares; 2024Q4: 37,053 shares; 2025Q1: 36,941 shares; 2025Q2: 36,907 shares; 2025Q3: 36,907 shares; 2025Q4: 36,907 shares 36,907 $762K 0.08% 0 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: 11,751 shares; 2024Q4: 11,094 shares; 2025Q1: 10,688 shares; 2025Q2: 10,472 shares; 2025Q3: 10,417 shares; 2025Q4: 10,252 shares 10,252 $753K 0.07% -165 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: 1,054 shares; 2025Q1: 1,043 shares; 2025Q2: 1,126 shares; 2025Q3: 1,126 shares; 2025Q4: 1,150 shares 1,150 $752K 0.07% +24 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,118 shares; 2024Q4: 6,843 shares; 2025Q1: 9,304 shares; 2025Q2: 11,025 shares; 2025Q3: 11,985 shares; 2025Q4: 12,403 shares 12,403 $724K 0.07% +418 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,499 shares; 2025Q3: 5,499 shares; 2025Q4: 5,084 shares 5,084 $707K 0.07% -415 Timeline ALLY ALLY FINL INC More: the full row for ALLY FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,362 shares; 2024Q4: 16,168 shares; 2025Q1: 16,335 shares; 2025Q2: 15,169 shares; 2025Q3: 15,330 shares; 2025Q4: 15,482 shares 15,482 $701K 0.07% +152 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,314 shares; 2024Q4: 7,651 shares; 2025Q1: 7,616 shares; 2025Q2: 6,921 shares; 2025Q3: 6,921 shares; 2025Q4: 7,521 shares 7,521 $691K 0.07% +600 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: 7,039 shares; 2024Q4: 7,014 shares; 2025Q1: 7,014 shares; 2025Q2: 7,014 shares; 2025Q3: 6,504 shares; 2025Q4: 6,504 shares 6,504 $686K 0.07% 0 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: 5,591 shares; 2024Q4: 5,169 shares; 2025Q1: 5,579 shares; 2025Q2: 5,363 shares; 2025Q3: 5,285 shares; 2025Q4: 5,285 shares 5,285 $682K 0.07% 0 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,688 shares; 2024Q4: 1,921 shares; 2025Q1: 1,921 shares; 2025Q2: 1,921 shares; 2025Q3: 1,921 shares; 2025Q4: 1,921 shares 1,921 $679K 0.07% 0 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: 6,607 shares; 2024Q4: 7,394 shares; 2025Q1: 7,279 shares; 2025Q2: 7,258 shares; 2025Q3: 7,516 shares; 2025Q4: 7,216 shares 7,216 $675K 0.07% -300 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: 3,425 shares; 2024Q4: 3,425 shares; 2025Q1: 3,425 shares; 2025Q2: 3,425 shares; 2025Q3: 3,425 shares; 2025Q4: 3,425 shares 3,425 $669K 0.07% 0 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,283 shares; 2025Q3: 24,283 shares; 2025Q4: 24,283 shares 24,283 $666K 0.07% 0 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,700 shares; 2024Q4: 3,300 shares; 2025Q1: 2,750 shares; 2025Q2: 2,750 shares; 2025Q3: 2,550 shares; 2025Q4: 2,525 shares 2,525 $660K 0.07% -25 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,644 shares; 2024Q4: 13,731 shares; 2025Q1: 14,081 shares; 2025Q2: 14,066 shares; 2025Q3: 13,493 shares; 2025Q4: 13,293 shares 13,293 $636K 0.06% -200 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: 476 shares; 2024Q4: 600 shares; 2025Q1: 626 shares; 2025Q2: 626 shares; 2025Q3: 752 shares; 2025Q4: 4,002 shares 4,002 $613K 0.06% +3,250 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,867 shares; 2025Q3: 4,867 shares; 2025Q4: 4,907 shares 4,907 $605K 0.06% +40 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 464 shares; 2025Q3: 556 shares; 2025Q4: 905 shares 905 $599K 0.06% +349 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: 673 shares; 2024Q4: 673 shares; 2025Q1: 673 shares; 2025Q2: 673 shares; 2025Q3: 673 shares; 2025Q4: 673 shares 673 $592K 0.06% 0 Timeline DVY 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: 4,819 shares; 2024Q4: 5,119 shares; 2025Q1: 5,119 shares; 2025Q2: 5,135 shares; 2025Q3: 4,719 shares; 2025Q4: 4,080 shares 4,080 $576K 0.06% -639 Timeline EPAM EPAM SYS INC More: the full row for EPAM SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,041 shares; 2024Q4: 4,041 shares; 2025Q1: 3,739 shares; 2025Q2: 3,653 shares; 2025Q3: 2,803 shares; 2025Q4: 2,803 shares 2,803 $574K 0.06% 0 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,032 shares; 2024Q4: 957 shares; 2025Q1: 957 shares; 2025Q2: 957 shares; 2025Q3: 1,007 shares; 2025Q4: 982 shares 982 $560K 0.06% -25 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,181 shares; 2024Q4: 18,973 shares; 2025Q1: 19,220 shares; 2025Q2: 19,162 shares; 2025Q3: 19,463 shares; 2025Q4: 13,823 shares 13,823 $556K 0.05% -5,640 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: 1,574 shares; 2024Q4: 1,630 shares; 2025Q1: 1,574 shares; 2025Q2: 1,574 shares; 2025Q3: 1,614 shares; 2025Q4: 1,564 shares 1,564 $550K 0.05% -50 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,066 shares; 2024Q4: 1,218 shares; 2025Q1: 1,206 shares; 2025Q2: 1,044 shares; 2025Q3: 1,044 shares; 2025Q4: 1,044 shares 1,044 $533K 0.05% 0 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: 4,696 shares; 2024Q4: not reported; 2025Q1: 5,196 shares; 2025Q2: 5,196 shares; 2025Q3: 5,196 shares; 2025Q4: 5,196 shares 5,196 $519K 0.05% 0 Timeline XAR 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: 1,845 shares; 2024Q4: 1,909 shares; 2025Q1: 1,909 shares; 2025Q2: 1,909 shares; 2025Q3: 1,959 shares; 2025Q4: 2,108 shares 2,108 $509K 0.05% +149 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: 9,417 shares; 2024Q4: 9,417 shares; 2025Q1: 9,417 shares; 2025Q2: 9,317 shares; 2025Q3: 9,177 shares; 2025Q4: 9,087 shares 9,087 $502K 0.05% -90 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,397 shares; 2024Q4: 5,196 shares; 2025Q1: 5,396 shares; 2025Q2: 5,371 shares; 2025Q3: 5,196 shares; 2025Q4: 5,046 shares 5,046 $493K 0.05% -150 Timeline RGTI RIGETTI COMPUTING INC More: the full row for RIGETTI COMPUTING 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: 20,821 shares; 2025Q2: 20,821 shares; 2025Q3: 21,178 shares; 2025Q4: 21,283 shares 21,283 $471K 0.05% +105 Timeline MT ARCELORMITTAL SA LUXEMBOURG More: the full row for ARCELORMITTAL SA LUXEMBOURG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,362 shares; 2024Q4: 25,411 shares; 2025Q1: 22,588 shares; 2025Q2: 22,500 shares; 2025Q3: 16,264 shares; 2025Q4: 10,202 shares 10,202 $465K 0.05% -6,062 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,814 shares; 2025Q3: 9,494 shares; 2025Q4: 10,139 shares 10,139 $464K 0.05% +645 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,281 shares; 2025Q3: 1,314 shares; 2025Q4: 1,374 shares 1,374 $461K 0.05% +60 Timeline TRVI TREVI THERAPEUTICS INC More: the full row for TREVI THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,502 shares; 2024Q4: 36,502 shares; 2025Q1: 36,502 shares; 2025Q2: 36,502 shares; 2025Q3: 36,502 shares; 2025Q4: 36,502 shares 36,502 $457K 0.05% 0 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,869 shares; 2025Q3: 3,325 shares; 2025Q4: 3,482 shares 3,482 $445K 0.04% +157 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,215 shares; 2024Q4: 2,012 shares; 2025Q1: 2,264 shares; 2025Q2: 2,225 shares; 2025Q3: 2,039 shares; 2025Q4: 2,507 shares 2,507 $441K 0.04% +468 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,005 shares 3,005 $431K 0.04% +5 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,348 shares; 2024Q4: 2,727 shares; 2025Q1: 2,727 shares; 2025Q2: 2,881 shares; 2025Q3: 2,881 shares; 2025Q4: 2,881 shares 2,881 $428K 0.04% 0 Timeline NUSC NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,752 shares; 2024Q4: 10,043 shares; 2025Q1: 10,043 shares; 2025Q2: 10,043 shares; 2025Q3: 10,043 shares; 2025Q4: 9,473 shares 9,473 $423K 0.04% -570 Timeline ADC AGREE RLTY CORP More: the full row for AGREE RLTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,863 shares; 2024Q4: 5,863 shares; 2025Q1: 5,863 shares; 2025Q2: 5,863 shares; 2025Q3: 5,863 shares; 2025Q4: 5,863 shares 5,863 $422K 0.04% 0 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS 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: 5,172 shares 5,172 $422K 0.04% new 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: 1,031 shares; 2024Q4: 1,010 shares; 2025Q1: 1,105 shares; 2025Q2: 1,105 shares; 2025Q3: 1,105 shares; 2025Q4: 980 shares 980 $418K 0.04% -125 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,200 shares; 2025Q3: 12,000 shares; 2025Q4: 12,000 shares 12,000 $391K 0.04% 0 Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,230 shares; 2024Q4: 4,230 shares; 2025Q1: 4,230 shares; 2025Q2: 4,230 shares; 2025Q3: 4,230 shares; 2025Q4: 4,230 shares 4,230 $383K 0.04% 0 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,219 shares; 2025Q3: 6,991 shares; 2025Q4: 6,991 shares 6,991 $382K 0.04% 0 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,359 shares; 2024Q4: 4,359 shares; 2025Q1: 4,344 shares; 2025Q2: 4,189 shares; 2025Q3: 4,189 shares; 2025Q4: 3,688 shares 3,688 $378K 0.04% -501 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108 shares; 2024Q4: 111 shares; 2025Q1: 111 shares; 2025Q2: 111 shares; 2025Q3: 111 shares; 2025Q4: 111 shares 111 $376K 0.04% 0 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 837 shares; 2024Q4: 1,091 shares; 2025Q1: 1,593 shares; 2025Q2: 1,621 shares; 2025Q3: 1,701 shares; 2025Q4: 1,935 shares 1,935 $376K 0.04% +234 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: 1,057 shares; 2024Q4: 1,130 shares; 2025Q1: 1,270 shares; 2025Q2: 1,607 shares; 2025Q3: 1,931 shares; 2025Q4: 1,769 shares 1,769 $359K 0.04% -162 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: 547 shares; 2024Q4: 564 shares; 2025Q1: 547 shares; 2025Q2: 547 shares; 2025Q3: 715 shares; 2025Q4: 615 shares 615 $356K 0.04% -100 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,764 shares; 2025Q1: 1,715 shares; 2025Q2: 1,715 shares; 2025Q3: 1,715 shares; 2025Q4: 1,715 shares 1,715 $352K 0.03% 0 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,845 shares; 2024Q4: 2,845 shares; 2025Q1: 2,695 shares; 2025Q2: 2,695 shares; 2025Q3: 2,695 shares; 2025Q4: 2,695 shares 2,695 $351K 0.03% 0 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,088 shares; 2024Q4: 2,088 shares; 2025Q1: 1,998 shares; 2025Q2: 1,998 shares; 2025Q3: 1,907 shares; 2025Q4: 1,907 shares 1,907 $351K 0.03% 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: 4,636 shares; 2024Q4: 4,335 shares; 2025Q1: 4,135 shares; 2025Q2: 4,184 shares; 2025Q3: 4,184 shares; 2025Q4: 3,884 shares 3,884 $339K 0.03% -300 Timeline SON SONOCO PRODS CO More: the full row for SONOCO PRODS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,796 shares; 2025Q4: 7,551 shares 7,551 $330K 0.03% +2,755 Timeline EWJV 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: 6,911 shares; 2025Q4: 8,204 shares 8,204 $326K 0.03% +1,293 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,522 shares; 2025Q3: 1,522 shares; 2025Q4: 1,522 shares 1,522 $320K 0.03% 0 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,399 shares; 2025Q1: 1,329 shares; 2025Q2: 1,329 shares; 2025Q3: 1,229 shares; 2025Q4: 1,029 shares 1,029 $313K 0.03% -200 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,280 shares; 2025Q3: 2,280 shares; 2025Q4: 2,280 shares 2,280 $312K 0.03% 0 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: 2,104 shares; 2024Q4: 2,901 shares; 2025Q1: 2,482 shares; 2025Q2: 1,423 shares; 2025Q3: 1,138 shares; 2025Q4: 1,077 shares 1,077 $311K 0.03% -61 Timeline RWJ 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,365 shares; 2025Q4: 6,365 shares 6,365 $310K 0.03% 0 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: 1,656 shares; 2024Q4: 1,778 shares; 2025Q1: 1,718 shares; 2025Q2: 1,800 shares; 2025Q3: 1,900 shares; 2025Q4: 1,850 shares 1,850 $301K 0.03% -50 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,378 shares; 2024Q4: 11,378 shares; 2025Q1: 11,378 shares; 2025Q2: 11,378 shares; 2025Q3: 11,378 shares; 2025Q4: 11,378 shares 11,378 $299K 0.03% 0 Timeline BBWI BATH & BODY WORKS INC More: the full row for BATH & BODY WORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,974 shares; 2024Q4: 14,313 shares; 2025Q1: 15,861 shares; 2025Q2: 14,892 shares; 2025Q3: 14,966 shares; 2025Q4: 14,902 shares 14,902 $299K 0.03% -64 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,898 shares; 2025Q4: 2,119 shares 2,119 $290K 0.03% +221 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,747 shares; 2024Q4: 1,706 shares; 2025Q1: 1,636 shares; 2025Q2: 2,236 shares; 2025Q3: 2,236 shares; 2025Q4: 2,236 shares 2,236 $288K 0.03% 0 Timeline PRF 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: 6,000 shares; 2024Q4: 6,000 shares; 2025Q1: 6,000 shares; 2025Q2: 6,000 shares; 2025Q3: 6,000 shares; 2025Q4: 6,000 shares 6,000 $282K 0.03% 0 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,321 shares; 2025Q3: 2,321 shares; 2025Q4: 2,065 shares 2,065 $279K 0.03% -256 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: 2,400 shares; 2025Q2: 2,400 shares; 2025Q3: 2,400 shares; 2025Q4: 2,400 shares 2,400 $279K 0.03% 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: 521 shares; 2024Q4: 521 shares; 2025Q1: 521 shares; 2025Q2: 521 shares; 2025Q3: 521 shares; 2025Q4: 521 shares 521 $272K 0.03% 0 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,487 shares; 2024Q4: 3,562 shares; 2025Q1: 3,562 shares; 2025Q2: 3,562 shares; 2025Q3: 3,300 shares; 2025Q4: 2,988 shares 2,988 $267K 0.03% -312 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,269 shares; 2025Q3: 1,244 shares; 2025Q4: 1,215 shares 1,215 $267K 0.03% -29 Timeline KRE 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: 4,106 shares; 2024Q4: 4,299 shares; 2025Q1: 4,106 shares; 2025Q2: 4,106 shares; 2025Q3: 4,106 shares; 2025Q4: 4,106 shares 4,106 $266K 0.03% 0 Timeline UHS UNIVERSAL HLTH SVCS INC More: the full row for UNIVERSAL HLTH SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,200 shares; 2024Q4: 1,200 shares; 2025Q1: 1,200 shares; 2025Q2: 1,200 shares; 2025Q3: 1,200 shares; 2025Q4: 1,200 shares 1,200 $262K 0.03% 0 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: 1,922 shares; 2024Q4: 1,922 shares; 2025Q1: 1,922 shares; 2025Q2: 1,922 shares; 2025Q3: 1,922 shares; 2025Q4: 1,922 shares 1,922 $262K 0.03% 0 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: 2,355 shares; 2024Q4: 2,355 shares; 2025Q1: not reported; 2025Q2: 2,034 shares; 2025Q3: 2,034 shares; 2025Q4: 2,034 shares 2,034 $256K 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: not reported; 2025Q1: not reported; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 545 shares 545 $255K 0.03% +345 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,462 shares; 2024Q4: 10,450 shares; 2025Q1: 10,410 shares; 2025Q2: 10,362 shares; 2025Q3: 10,362 shares; 2025Q4: 10,341 shares 10,341 $251K 0.02% -21 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 972 shares; 2024Q4: 1,032 shares; 2025Q1: 1,032 shares; 2025Q2: 1,032 shares; 2025Q3: 989 shares; 2025Q4: 901 shares 901 $248K 0.02% -88 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,613 shares; 2025Q3: 3,533 shares; 2025Q4: 3,533 shares 3,533 $247K 0.02% 0 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,650 shares; 2025Q3: 5,650 shares; 2025Q4: 5,650 shares 5,650 $246K 0.02% 0 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: not reported; 2024Q4: 2,569 shares; 2025Q1: 2,508 shares; 2025Q2: 2,508 shares; 2025Q3: 2,508 shares; 2025Q4: 2,508 shares 2,508 $239K 0.02% 0 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,845 shares; 2025Q3: 3,345 shares; 2025Q4: 2,595 shares 2,595 $237K 0.02% -750 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 560 shares; 2025Q3: 560 shares; 2025Q4: 560 shares 560 $236K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,779 shares; 2025Q3: 2,621 shares; 2025Q4: 5,242 shares 5,242 $234K 0.02% +2,621 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,582 shares; 2024Q4: 4,245 shares; 2025Q1: 4,099 shares; 2025Q2: 4,099 shares; 2025Q3: 3,564 shares; 2025Q4: 3,160 shares 3,160 $233K 0.02% -404 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: 6,220 shares; 2024Q4: 6,520 shares; 2025Q1: not reported; 2025Q2: 6,520 shares; 2025Q3: 6,520 shares; 2025Q4: 6,360 shares 6,360 $231K 0.02% -160 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,658 shares; 2024Q4: not reported; 2025Q1: 3,431 shares; 2025Q2: 3,421 shares; 2025Q3: 3,421 shares; 2025Q4: 3,354 shares 3,354 $225K 0.02% -67 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 36 shares; 2025Q3: 36 shares; 2025Q4: 4,351 shares 4,351 $216K 0.02% +4,315 Timeline RPM RPM INTL INC More: the full row for RPM INTL 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: 2,057 shares; 2025Q2: 2,057 shares; 2025Q3: 2,057 shares; 2025Q4: 2,057 shares 2,057 $214K 0.02% 0 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 831 shares; 2025Q3: 931 shares; 2025Q4: 831 shares 831 $214K 0.02% -100 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,775 shares; 2024Q4: 1,775 shares; 2025Q1: 1,735 shares; 2025Q2: 1,848 shares; 2025Q3: 1,848 shares; 2025Q4: 1,848 shares 1,848 $207K 0.02% 0 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 145 shares; 2025Q3: 145 shares; 2025Q4: 336 shares 336 $203K 0.02% +191 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: 2,664 shares; 2024Q4: 2,664 shares; 2025Q1: 2,076 shares; 2025Q2: 2,076 shares; 2025Q3: 2,076 shares; 2025Q4: 2,026 shares 2,026 $202K 0.02% -50 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,178 shares 1,178 $200K 0.02% +178 Timeline PAAS PAN AMERN SILVER CORP More: the full row for PAN AMERN SILVER 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: 3,800 shares; 2025Q3: 3,800 shares; 2025Q4: 3,800 shares 3,800 $197K 0.02% 0 Timeline MUB 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: 1,921 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,738 shares; 2025Q3: 1,738 shares; 2025Q4: 1,738 shares 1,738 $186K 0.02% 0 Timeline AL AIR LEASE CORP More: the full row for AIR LEASE 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: 2,800 shares; 2025Q3: 2,800 shares; 2025Q4: 2,800 shares 2,800 $180K 0.02% 0 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,698 shares 3,698 $180K 0.02% new 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: 1,300 shares; 2025Q3: 1,300 shares; 2025Q4: 1,300 shares 1,300 $178K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,692 shares; 2025Q3: 3,692 shares; 2025Q4: 3,692 shares 3,692 $176K 0.02% 0 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 307 shares; 2025Q3: 307 shares; 2025Q4: 307 shares 307 $174K 0.02% 0 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: 1,172 shares; 2025Q3: 2,672 shares; 2025Q4: 2,672 shares 2,672 $172K 0.02% 0 Timeline ANDE ANDERSONS INC More: the full row for ANDERSONS 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: 3,115 shares; 2025Q3: 3,115 shares; 2025Q4: 3,115 shares 3,115 $166K 0.02% 0 Timeline QQEW 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: 1,158 shares; 2025Q3: 1,158 shares; 2025Q4: 1,158 shares 1,158 $165K 0.02% 0 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16 shares; 2025Q3: 16 shares; 2025Q4: 951 shares 951 $164K 0.02% +935 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,078 shares; 2025Q3: 6,078 shares; 2025Q4: 6,078 shares 6,078 $164K 0.02% 0 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: 1,361 shares; 2024Q4: 1,431 shares; 2025Q1: 1,361 shares; 2025Q2: 1,361 shares; 2025Q3: 1,357 shares; 2025Q4: 1,289 shares 1,289 $162K 0.02% -68 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 643 shares; 2025Q3: 643 shares; 2025Q4: 643 shares 643 $161K 0.02% 0 Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,913 shares; 2024Q4: 14,443 shares; 2025Q1: 10,420 shares; 2025Q2: 9,301 shares; 2025Q3: 9,664 shares; 2025Q4: 8,314 shares 8,314 $159K 0.02% -1,350 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,951 shares; 2025Q3: 2,611 shares; 2025Q4: 1,854 shares 1,854 $158K 0.02% -757 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,598 shares; 2025Q3: 1,598 shares; 2025Q4: 1,598 shares 1,598 $158K 0.02% 0 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 646 shares; 2025Q3: 646 shares; 2025Q4: 646 shares 646 $157K 0.02% 0 Timeline EXTR EXTREME NETWORKS INC More: the full row for EXTREME 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: 9,400 shares; 2025Q3: 9,400 shares; 2025Q4: 9,400 shares 9,400 $157K 0.02% 0 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,455 shares; 2025Q3: 1,355 shares; 2025Q4: 1,355 shares 1,355 $149K 0.01% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,525 shares; 2025Q3: 1,525 shares; 2025Q4: 1,525 shares 1,525 $148K 0.01% 0 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 380 shares; 2025Q3: 380 shares; 2025Q4: 380 shares 380 $148K 0.01% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,468 shares; 2025Q3: 5,361 shares; 2025Q4: 5,361 shares 5,361 $147K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,520 shares; 2025Q3: 1,520 shares; 2025Q4: 1,520 shares 1,520 $147K 0.01% 0 Timeline FMAO FARMERS & MERCHANTS BANCORP More: the full row for FARMERS & MERCHANTS BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,940 shares; 2024Q4: 7,940 shares; 2025Q1: not reported; 2025Q2: 7,940 shares; 2025Q3: 7,940 shares; 2025Q4: 5,940 shares 5,940 $147K 0.01% -2,000 Timeline CIBR 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: 1,520 shares; 2025Q3: 1,520 shares; 2025Q4: 2,020 shares 2,020 $144K 0.01% +500 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 644 shares; 2025Q3: 569 shares; 2025Q4: 569 shares 569 $144K 0.01% 0 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,028 shares; 2025Q3: 1,028 shares; 2025Q4: 1,028 shares 1,028 $142K 0.01% 0 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,587 shares; 2024Q4: 1,474 shares; 2025Q1: 1,474 shares; 2025Q2: 1,474 shares; 2025Q3: 1,450 shares; 2025Q4: 1,400 shares 1,400 $141K 0.01% -50 Timeline DBA INVESCO DB MULTI-SECTOR COMM More: the full row for INVESCO DB MULTI-SECTOR COMM 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: 5,527 shares; 2025Q3: 5,527 shares; 2025Q4: 5,527 shares 5,527 $141K 0.01% 0 Timeline OC OWENS CORNING NEW More: the full row for OWENS CORNING NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,250 shares; 2024Q4: 1,250 shares; 2025Q1: not reported; 2025Q2: 1,250 shares; 2025Q3: 1,250 shares; 2025Q4: 1,250 shares 1,250 $140K 0.01% 0 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL 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: 1,232 shares; 2025Q3: 1,232 shares; 2025Q4: 1,232 shares 1,232 $139K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,843 shares; 2025Q3: 1,843 shares; 2025Q4: 1,843 shares 1,843 $139K 0.01% 0 Timeline SOXX 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: 450 shares; 2025Q3: 450 shares; 2025Q4: 450 shares 450 $136K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 464 shares; 2025Q3: 464 shares; 2025Q4: 464 shares 464 $130K 0.01% 0 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,485 shares; 2025Q3: 1,485 shares; 2025Q4: 1,231 shares 1,231 $126K 0.01% -254 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS 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: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares 600 $123K 0.01% 0 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares 1,500 $121K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares 400 $121K 0.01% 0 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 720 shares; 2025Q3: 720 shares; 2025Q4: 720 shares 720 $121K 0.01% 0 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C 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: 4,973 shares; 2025Q3: 4,973 shares; 2025Q4: 4,973 shares 4,973 $119K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,322 shares; 2025Q3: 1,322 shares; 2025Q4: 1,322 shares 1,322 $118K 0.01% 0 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,313 shares; 2025Q3: 5,303 shares; 2025Q4: 5,303 shares 5,303 $118K 0.01% 0 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,377 shares; 2025Q3: 1,327 shares; 2025Q4: 1,327 shares 1,327 $117K 0.01% 0 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM 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: 1,826 shares; 2025Q3: 1,626 shares; 2025Q4: 1,442 shares 1,442 $114K 0.01% -184 Timeline EPI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,158 shares; 2025Q4: 2,464 shares 2,464 $114K 0.01% +306 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,952 shares; 2025Q3: 1,552 shares; 2025Q4: 1,428 shares 1,428 $114K 0.01% -124 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 115 shares; 2025Q4: 450 shares 450 $114K 0.01% +335 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 386 shares; 2025Q3: 386 shares; 2025Q4: 386 shares 386 $113K 0.01% 0 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,744 shares; 2025Q3: 1,744 shares; 2025Q4: 1,744 shares 1,744 $112K 0.01% 0 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,196 shares 2,196 $111K 0.01% new Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 244 shares; 2025Q3: 244 shares; 2025Q4: 244 shares 244 $111K 0.01% 0 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,795 shares; 2025Q3: 2,795 shares; 2025Q4: 2,795 shares 2,795 $110K 0.01% 0 Timeline HEI-A HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 496 shares; 2025Q3: 496 shares; 2025Q4: 435 shares 435 $110K 0.01% -61 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL 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: 395 shares; 2025Q3: 395 shares; 2025Q4: 395 shares 395 $109K 0.01% 0 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 701 shares; 2025Q3: 701 shares; 2025Q4: 668 shares 668 $107K 0.01% -33 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,400 shares; 2025Q3: 1,400 shares; 2025Q4: 1,400 shares 1,400 $107K 0.01% 0 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: 8,612 shares; 2025Q3: 7,612 shares; 2025Q4: 6,177 shares 6,177 $107K 0.01% -1,435 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,594 shares; 2025Q3: 1,594 shares; 2025Q4: 1,594 shares 1,594 $107K 0.01% 0 Timeline VTR VENTAS INC More: the full row for VENTAS 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: 1,367 shares; 2025Q3: 1,367 shares; 2025Q4: 1,367 shares 1,367 $106K 0.01% 0 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 388 shares; 2025Q3: 388 shares; 2025Q4: 388 shares 388 $104K 0.01% 0 Timeline RAL RALLIANT CORP More: the full row for RALLIANT 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: 2,489 shares; 2025Q4: 2,031 shares 2,031 $103K 0.01% -458 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON 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: 1,700 shares; 2025Q3: 1,700 shares; 2025Q4: 1,700 shares 1,700 $103K 0.01% 0 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO 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: 1,322 shares; 2025Q3: 1,322 shares; 2025Q4: 1,222 shares 1,222 $102K 0.01% -100 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 444 shares; 2025Q3: 444 shares; 2025Q4: 444 shares 444 $102K 0.01% 0 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 315 shares; 2025Q3: 315 shares; 2025Q4: 315 shares 315 $102K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 450 shares; 2025Q3: 450 shares; 2025Q4: 450 shares 450 $100K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 131 shares; 2025Q3: not reported; 2025Q4: 1,051 shares 1,051 $99K 0.01% new Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,574 shares; 2024Q4: 2,574 shares; 2025Q1: 2,574 shares; 2025Q2: 2,574 shares; 2025Q3: 2,574 shares; 2025Q4: 1,218 shares 1,218 $97.8K 0.01% -1,356 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,169 shares; 2024Q4: 5,655 shares; 2025Q1: not reported; 2025Q2: 4,357 shares; 2025Q3: 4,251 shares; 2025Q4: 4,171 shares 4,171 $97.5K 0.01% -80 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 350 shares; 2025Q3: 301 shares; 2025Q4: 301 shares 301 $97.2K 0.01% 0 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,900 shares; 2025Q3: 2,200 shares; 2025Q4: 2,760 shares 2,760 $95.9K 0.01% +560 Timeline AAON AAON INC More: the full row for AAON 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: 1,230 shares; 2025Q3: 1,230 shares; 2025Q4: 1,230 shares 1,230 $93.8K 0.01% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 242 shares; 2025Q3: 242 shares; 2025Q4: 592 shares 592 $91.6K 0.01% +350 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,746 shares; 2024Q4: 1,902 shares; 2025Q1: 1,752 shares; 2025Q2: 1,738 shares; 2025Q3: 1,764 shares; 2025Q4: 1,322 shares 1,322 $88.8K 0.01% -442 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,721 shares; 2025Q3: 1,721 shares; 2025Q4: 1,571 shares 1,571 $88.6K 0.01% -150 Timeline FXL 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: 526 shares; 2025Q3: 526 shares; 2025Q4: 526 shares 526 $88.5K 0.01% 0 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares 400 $85.6K 0.01% 0 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 690 shares; 2025Q3: 690 shares; 2025Q4: 690 shares 690 $84.8K 0.01% 0 Timeline SPH SUBURBAN PROPANE PARTNERS L More: the full row for SUBURBAN PROPANE PARTNERS L 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: 5,556 shares; 2025Q3: 5,556 shares; 2025Q4: 4,556 shares 4,556 $84.5K 0.01% -1,000 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 369 shares; 2025Q3: 369 shares; 2025Q4: 369 shares 369 $84K 0.01% 0 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD 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: 1,250 shares; 2025Q3: 4,150 shares; 2025Q4: 1,650 shares 1,650 $83K 0.01% -2,500 Timeline CEFA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,246 shares; 2025Q3: 2,246 shares; 2025Q4: 2,246 shares 2,246 $83K 0.01% 0 Timeline WSFS WSFS FINL CORP More: the full row for WSFS FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares 1,500 $82.9K 0.01% 0 Timeline RING ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,115 shares; 2025Q3: 1,115 shares; 2025Q4: 1,115 shares 1,115 $82.1K 0.01% 0 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE 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: 784 shares; 2025Q3: 784 shares; 2025Q4: 784 shares 784 $82.1K 0.01% 0 Timeline WIP 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: 2,083 shares; 2025Q3: 2,083 shares; 2025Q4: 2,083 shares 2,083 $82K 0.01% 0 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: 368 shares; 2024Q4: 1,521 shares; 2025Q1: 1,206 shares; 2025Q2: 144 shares; 2025Q3: 130 shares; 2025Q4: 80 shares 80 $80.7K 0.01% -50 Timeline ALC ALCON AG More: the full row for ALCON AG 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: 1,188 shares; 2025Q3: 1,168 shares; 2025Q4: 1,021 shares 1,021 $80.5K 0.01% -147 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 215 shares; 2025Q3: 215 shares; 2025Q4: 215 shares 215 $80.3K 0.01% 0 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,200 shares; 2025Q3: 1,200 shares; 2025Q4: 1,200 shares 1,200 $78K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares 500 $77.6K 0.01% 0 Timeline COWZ PACER FDS TR More: the full row for PACER FDS 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: 1,409 shares; 2025Q3: 1,280 shares; 2025Q4: 1,280 shares 1,280 $77K 0.01% 0 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 193 shares; 2025Q3: 193 shares; 2025Q4: 193 shares 193 $76K 0.01% 0 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: 18,351 shares; 2024Q4: 20,438 shares; 2025Q1: 20,137 shares; 2025Q2: 15,971 shares; 2025Q3: 17,401 shares; 2025Q4: 2,038 shares 2,038 $75.4K 0.01% -15,363 Timeline RYN RAYONIER INC More: the full row for RAYONIER 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: 4,130 shares; 2025Q3: 4,130 shares; 2025Q4: 3,435 shares 3,435 $74.4K 0.01% -695 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,376 shares; 2025Q3: 2,376 shares; 2025Q4: 1,776 shares 1,776 $73K 0.01% -600 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,029 shares 3,029 $72.8K 0.01% new Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,198 shares; 2025Q3: 1,148 shares; 2025Q4: 729 shares 729 $72.4K 0.01% -419 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL 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: 1,563 shares; 2025Q3: 1,563 shares; 2025Q4: 1,563 shares 1,563 $71.3K 0.01% 0 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 647 shares; 2025Q3: 647 shares; 2025Q4: 647 shares 647 $70.9K 0.01% 0 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 900 shares; 2025Q3: 900 shares; 2025Q4: 900 shares 900 $70.1K 0.01% 0 Timeline GRO BRAZIL POTASH CORP More: the full row for BRAZIL POTASH 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: 36,900 shares; 2025Q4: 36,900 shares 36,900 $69.7K 0.01% 0 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,087 shares; 2025Q3: 3,087 shares; 2025Q4: 3,000 shares 3,000 $69.1K 0.01% -87 Timeline FLEX FLEX LTD More: the full row for FLEX 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: 1,139 shares; 2025Q3: 1,139 shares; 2025Q4: 1,139 shares 1,139 $68.8K 0.01% 0 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 918 shares; 2025Q3: 856 shares; 2025Q4: 839 shares 839 $68.8K 0.01% -17 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 895 shares; 2025Q3: 935 shares; 2025Q4: 935 shares 935 $68.8K 0.01% 0 Timeline L LOEWS CORP More: the full row for LOEWS 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: 650 shares; 2025Q3: 650 shares; 2025Q4: 650 shares 650 $68.5K 0.01% 0 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 349 shares; 2025Q3: 349 shares; 2025Q4: 349 shares 349 $67.8K 0.01% 0 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,050 shares; 2025Q3: 1,050 shares; 2025Q4: 1,050 shares 1,050 $67.2K 0.01% 0 Timeline IWN 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: 421 shares; 2025Q3: 360 shares; 2025Q4: 360 shares 360 $65.2K 0.01% 0 Timeline FUN SIX FLAGS ENTERTAINMENT CORP More: the full row for SIX FLAGS ENTERTAINMENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,799 shares; 2025Q1: 6,544 shares; 2025Q2: 7,144 shares; 2025Q3: 6,441 shares; 2025Q4: 4,217 shares 4,217 $64.7K 0.01% -2,224 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER 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: 870 shares; 2025Q3: 870 shares; 2025Q4: 870 shares 870 $64.6K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 675 shares; 2025Q3: 675 shares; 2025Q4: 652 shares 652 $63.8K 0.01% -23 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 357 shares; 2025Q3: 357 shares; 2025Q4: 357 shares 357 $63.3K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 236 shares; 2025Q3: 165 shares; 2025Q4: 165 shares 165 $63.2K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,400 shares; 2025Q3: 4,400 shares; 2025Q4: 4,400 shares 4,400 $63.1K 0.01% 0 Timeline RS RELIANCE INC More: the full row for RELIANCE 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: 216 shares; 2025Q3: 216 shares; 2025Q4: 216 shares 216 $62.4K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 780 shares; 2025Q3: 780 shares; 2025Q4: 780 shares 780 $62.3K 0.01% 0 Timeline GTLS CHART INDS INC More: the full row for CHART INDS 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: 325 shares; 2025Q3: 300 shares; 2025Q4: 300 shares 300 $61.9K 0.01% 0 Timeline CACI CACI INTL INC More: the full row for CACI INTL 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: 116 shares; 2025Q3: 116 shares; 2025Q4: 116 shares 116 $61.8K 0.01% 0 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 613 shares; 2025Q3: 1,863 shares; 2025Q4: 1,075 shares 1,075 $61.8K 0.01% -788 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,530 shares; 2025Q3: 1,530 shares; 2025Q4: 1,225 shares 1,225 $61.3K 0.01% -305 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,787 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,241 shares; 2025Q3: 1,041 shares; 2025Q4: 951 shares 951 $60.7K 0.01% -90 Timeline GDDY GODADDY INC More: the full row for GODADDY 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: 483 shares; 2025Q3: 483 shares; 2025Q4: 483 shares 483 $59.9K 0.01% 0 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS 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: 66 shares; 2025Q3: 66 shares; 2025Q4: 66 shares 66 $59.8K 0.01% 0 Timeline RGA REINSURANCE GROUP AMER INC More: the full row for REINSURANCE GROUP AMER 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: 302 shares; 2025Q3: 302 shares; 2025Q4: 287 shares 287 $58.4K 0.01% -15 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,221 shares; 2025Q3: 1,221 shares; 2025Q4: 1,221 shares 1,221 $58.4K 0.01% 0 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,200 shares; 2025Q3: 2,200 shares; 2025Q4: 2,200 shares 2,200 $58.3K 0.01% 0 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,410 shares; 2025Q3: 1,410 shares; 2025Q4: 1,410 shares 1,410 $58K 0.01% 0 Timeline UTF COHEN & STEERS INFRASTRUCTUR More: the full row for COHEN & STEERS INFRASTRUCTUR 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: 2,100 shares; 2025Q3: 2,100 shares; 2025Q4: 2,380 shares 2,380 $57.4K 0.01% +280 Timeline ATR APTARGROUP INC More: the full row for APTARGROUP 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: 470 shares; 2025Q3: 470 shares; 2025Q4: 470 shares 470 $57.3K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 198 shares; 2025Q3: 198 shares; 2025Q4: 396 shares 396 $57K 0.01% +198 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 769 shares; 2025Q3: 769 shares; 2025Q4: 769 shares 769 $57K 0.01% 0 Timeline LCTX LINEAGE CELL THERAPEUTICS IN More: the full row for LINEAGE CELL THERAPEUTICS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,795 shares; 2024Q4: 33,795 shares; 2025Q1: 33,795 shares; 2025Q2: 33,795 shares; 2025Q3: 33,795 shares; 2025Q4: 33,795 shares 33,795 $56.4K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 265 shares; 2025Q3: 265 shares; 2025Q4: 265 shares 265 $56.2K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,358 shares; 2025Q3: 1,358 shares; 2025Q4: 1,358 shares 1,358 $54.5K 0.01% 0 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,638 shares; 2024Q4: 1,787 shares; 2025Q1: 1,972 shares; 2025Q2: 754 shares; 2025Q3: 495 shares; 2025Q4: 400 shares 400 $54.5K 0.01% -95 Timeline VMRK VIVMARK RESIDENTIAL More: the full row for VIVMARK RESIDENTIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,224 shares; 2025Q3: 1,224 shares; 2025Q4: 857 shares 857 $54K 0.01% -367 Timeline RFG 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: 1,020 shares; 2025Q3: 1,020 shares; 2025Q4: 1,020 shares 1,020 $53.5K 0.01% 0 Timeline RZG 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: 975 shares; 2025Q3: 975 shares; 2025Q4: 975 shares 975 $53K 0.01% 0 Timeline BBN BLACKROCK TAX MUNICPAL BD TR More: the full row for BLACKROCK TAX MUNICPAL BD 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: 3,221 shares; 2025Q3: 3,221 shares; 2025Q4: 3,221 shares 3,221 $52.6K 0.01% 0 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 185 shares; 2025Q3: 185 shares; 2025Q4: 185 shares 185 $52.4K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 540 shares; 2025Q3: 540 shares; 2025Q4: 540 shares 540 $52.3K 0.01% 0 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN 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: 840 shares; 2025Q3: 840 shares; 2025Q4: 840 shares 840 $51.8K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 194 shares; 2025Q3: 194 shares; 2025Q4: 194 shares 194 $50.9K 0.01% 0 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 175 shares; 2025Q3: 175 shares; 2025Q4: 175 shares 175 $50.4K <0.01% 0 Timeline TRI THOMSON REUTERS CORP More: the full row for THOMSON REUTERS 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: 381 shares; 2025Q3: 381 shares; 2025Q4: 381 shares 381 $50.2K <0.01% 0 Timeline SPTM 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: 609 shares; 2025Q3: 609 shares; 2025Q4: 609 shares 609 $50.2K <0.01% 0 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: not reported; 2025Q2: 154 shares; 2025Q3: 642 shares; 2025Q4: 392 shares 392 $50K <0.01% -250 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 537 shares; 2025Q3: 540 shares; 2025Q4: 540 shares 540 $49.4K <0.01% 0 Timeline ACA ARCOSA INC More: the full row for ARCOSA 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: 462 shares; 2025Q3: 462 shares; 2025Q4: 462 shares 462 $49.1K <0.01% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 597 shares; 2025Q3: 597 shares; 2025Q4: 597 shares 597 $48.9K <0.01% 0 Timeline MIDD MIDDLEBY CORP More: the full row for MIDDLEBY 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: 328 shares; 2025Q3: 328 shares; 2025Q4: 328 shares 328 $48.8K <0.01% 0 Timeline IVT INVENTRUST PPTYS CORP More: the full row for INVENTRUST PPTYS 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: 1,720 shares; 2025Q3: 1,720 shares; 2025Q4: 1,720 shares 1,720 $48.5K <0.01% 0 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS 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: 272 shares; 2025Q3: 272 shares; 2025Q4: 272 shares 272 $47.7K <0.01% 0 Timeline HMC HONDA MOTOR CO LTD More: the full row for HONDA MOTOR CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,600 shares; 2025Q3: 1,600 shares; 2025Q4: 1,600 shares 1,600 $47.2K <0.01% 0 Timeline VNT VONTIER CORPORATION More: the full row for VONTIER 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: not reported; 2025Q2: 1,423 shares; 2025Q3: 1,423 shares; 2025Q4: 1,245 shares 1,245 $46.3K <0.01% -178 Timeline SCI SERVICE CORP INTL More: the full row for SERVICE CORP INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 591 shares; 2025Q3: 591 shares; 2025Q4: 591 shares 591 $46.1K <0.01% 0 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 614 shares; 2025Q3: 250 shares; 2025Q4: 731 shares 731 $45.7K <0.01% +481 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,921 shares; 2024Q4: 8,247 shares; 2025Q1: 9,121 shares; 2025Q2: 2,770 shares; 2025Q3: 2,156 shares; 2025Q4: 1,615 shares 1,615 $45.6K <0.01% -541 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND 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: 94 shares; 2025Q3: 94 shares; 2025Q4: 94 shares 94 $45.2K <0.01% 0 Timeline SPIB 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: 1,918 shares; 2025Q3: 1,322 shares; 2025Q4: 1,322 shares 1,322 $44.7K <0.01% 0 Timeline BGT BLACKROCK FLOATING RATE INC More: the full row for BLACKROCK FLOATING RATE 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: 3,920 shares; 2025Q3: 3,920 shares; 2025Q4: 3,920 shares 3,920 $44.4K <0.01% 0 Timeline R RYDER SYS INC More: the full row for RYDER SYS 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: 232 shares; 2025Q3: 232 shares; 2025Q4: 232 shares 232 $44.4K <0.01% 0 Timeline UPGD 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: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares 600 $44.4K <0.01% 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: 153 shares; 2025Q3: 153 shares; 2025Q4: 153 shares 153 $43.7K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 308 shares; 2025Q3: 308 shares; 2025Q4: 308 shares 308 $43.5K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 250 shares 250 $42.2K <0.01% 0 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM 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: 350 shares; 2025Q3: 350 shares; 2025Q4: 350 shares 350 $41.9K <0.01% 0 Timeline NI NISOURCE INC More: the full row for NISOURCE 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: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares 1,000 $41.8K <0.01% 0 Timeline BCO BRINKS CO More: the full row for BRINKS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 357 shares; 2025Q3: 357 shares; 2025Q4: 357 shares 357 $41.7K <0.01% 0 Timeline CLF CLEVELAND-CLIFFS INC NEW More: the full row for CLEVELAND-CLIFFS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,550 shares; 2025Q3: 3,100 shares; 2025Q4: 3,100 shares 3,100 $41.2K <0.01% 0 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares 500 $40.7K <0.01% 0 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,080 shares; 2025Q3: 1,080 shares; 2025Q4: 1,080 shares 1,080 $40.4K <0.01% 0 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS 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: 238 shares; 2025Q3: 238 shares; 2025Q4: 238 shares 238 $40.3K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 750 shares; 2025Q3: 750 shares; 2025Q4: 750 shares 750 $40K <0.01% 0 Timeline VKQ INVESCO MUNICIPAL TRUST More: the full row for INVESCO MUNICIPAL 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: 4,119 shares; 2025Q3: 4,119 shares; 2025Q4: 4,119 shares 4,119 $39.7K <0.01% 0 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 497 shares; 2025Q3: 497 shares; 2025Q4: 497 shares 497 $39.2K <0.01% 0 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS 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: 50 shares; 2025Q3: 50 shares; 2025Q4: 48 shares 48 $38.8K <0.01% -2 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,506 shares 1,506 $38.6K <0.01% +6 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 566 shares; 2025Q3: 566 shares; 2025Q4: 566 shares 566 $38.5K <0.01% 0 Timeline GEG GREAT ELM GROUP INC More: the full row for GREAT ELM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,000 shares; 2024Q4: 15,000 shares; 2025Q1: 15,000 shares; 2025Q2: 15,000 shares; 2025Q3: 15,000 shares; 2025Q4: 15,000 shares 15,000 $38.2K <0.01% 0 Timeline ADSK AUTODESK INC More: the full row for AUTODESK 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: 131 shares; 2025Q3: 129 shares; 2025Q4: 129 shares 129 $38.2K <0.01% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 518 shares; 2025Q3: 518 shares; 2025Q4: 518 shares 518 $38.1K <0.01% 0 Timeline AVB AVALONBAY CMNTYS INC More: the full row for AVALONBAY CMNTYS 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: 359 shares; 2025Q3: 359 shares; 2025Q4: 209 shares 209 $37.9K <0.01% -150 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: 245 shares; 2025Q3: 234 shares; 2025Q4: 168 shares 168 $37.9K <0.01% -66 Timeline VTRS VIATRIS INC More: the full row for VIATRIS 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: 3,063 shares; 2025Q3: 3,051 shares; 2025Q4: 3,040 shares 3,040 $37.8K <0.01% -11 Timeline ERII ENERGY RECOVERY INC More: the full row for ENERGY RECOVERY 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: 2,879 shares; 2025Q3: 2,879 shares; 2025Q4: 2,800 shares 2,800 $37.8K <0.01% -79 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 521 shares; 2025Q3: 431 shares; 2025Q4: 431 shares 431 $36.9K <0.01% 0 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,575 shares; 2025Q3: 3,575 shares; 2025Q4: 3,575 shares 3,575 $36.1K <0.01% 0 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 174 shares; 2025Q3: 174 shares; 2025Q4: 174 shares 174 $35.9K <0.01% 0 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S 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: 856 shares; 2025Q3: 856 shares; 2025Q4: 700 shares 700 $35.6K <0.01% -156 Timeline IWS 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: 251 shares; 2025Q3: 251 shares; 2025Q4: 251 shares 251 $35.4K <0.01% 0 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS 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: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares 2,000 $34.6K <0.01% 0 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 303 shares; 2025Q3: 303 shares; 2025Q4: 303 shares 303 $34.5K <0.01% 0 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 429 shares 429 $34.3K <0.01% new Timeline HXL HEXCEL CORP NEW More: the full row for HEXCEL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 462 shares; 2025Q3: 462 shares; 2025Q4: 462 shares 462 $34.1K <0.01% 0 Timeline HLI HOULIHAN LOKEY INC More: the full row for HOULIHAN LOKEY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 191 shares; 2025Q3: 191 shares; 2025Q4: 191 shares 191 $33.3K <0.01% 0 Timeline AA ALCOA CORP More: the full row for ALCOA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 622 shares; 2025Q3: 622 shares; 2025Q4: 622 shares 622 $33.1K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 146 shares; 2025Q3: 146 shares; 2025Q4: 137 shares 137 $32.9K <0.01% -9 Timeline STLA STELLANTIS N.V More: the full row for STELLANTIS N.V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,843 shares; 2024Q4: 33,434 shares; 2025Q1: 26,648 shares; 2025Q2: 6,880 shares; 2025Q3: 4,186 shares; 2025Q4: 3,009 shares 3,009 $32.8K <0.01% -1,177 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 90 shares; 2025Q3: 90 shares; 2025Q4: 90 shares 90 $32.4K <0.01% 0 Timeline PPL PPL CORP More: the full row for PPL 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: 921 shares; 2025Q3: 921 shares; 2025Q4: 921 shares 921 $32.3K <0.01% 0 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 413 shares; 2025Q3: 413 shares; 2025Q4: 413 shares 413 $31.9K <0.01% 0 Timeline PODD INSULET CORP More: the full row for INSULET 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: 111 shares; 2025Q3: 111 shares; 2025Q4: 111 shares 111 $31.6K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 110 shares; 2025Q3: 110 shares; 2025Q4: 90 shares 90 $31.6K <0.01% -20 Timeline TRN TRINITY INDS INC More: the full row for TRINITY INDS 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: 1,598 shares; 2025Q3: 1,598 shares; 2025Q4: 1,191 shares 1,191 $31.5K <0.01% -407 Timeline ESS ESSEX PPTY TR INC More: the full row for ESSEX PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 155 shares; 2025Q3: 155 shares; 2025Q4: 120 shares 120 $31.4K <0.01% -35 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 384 shares; 2025Q3: 384 shares; 2025Q4: 384 shares 384 $31.2K <0.01% 0 Timeline FAB 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: 348 shares; 2025Q3: 348 shares; 2025Q4: 348 shares 348 $31K <0.01% 0 Timeline FTS FORTIS INC More: the full row for FORTIS 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: 597 shares; 2025Q3: 597 shares; 2025Q4: 597 shares 597 $31K <0.01% 0 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 167 shares; 2025Q3: 167 shares; 2025Q4: 167 shares 167 $30.4K <0.01% 0 Timeline WYNN WYNN RESORTS LTD More: the full row for WYNN RESORTS 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: 250 shares; 2025Q3: 250 shares; 2025Q4: 250 shares 250 $30.1K <0.01% 0 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 134 shares 134 $29.8K <0.01% new Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR 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: 550 shares; 2025Q3: 550 shares; 2025Q4: 550 shares 550 $29.8K <0.01% 0 Timeline BAH BOOZ ALLEN HAMILTON HLDG COR More: the full row for BOOZ ALLEN HAMILTON HLDG COR 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: 374 shares; 2025Q3: 369 shares; 2025Q4: 353 shares 353 $29.8K <0.01% -16 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 441 shares; 2025Q3: 441 shares; 2025Q4: 441 shares 441 $29.7K <0.01% 0 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 497 shares; 2025Q3: 497 shares; 2025Q4: 497 shares 497 $29.6K <0.01% 0 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS 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: 132 shares; 2025Q3: 132 shares; 2025Q4: 132 shares 132 $29.5K <0.01% 0 Timeline