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: 289,354 shares; 2024Q4: 294,962 shares; 2025Q1: 362,329 shares; 2025Q2: 362,465 shares; 2025Q3: 393,079 shares; 2025Q4: 390,988 shares 390,988 $72.9M 5.63% -2,091 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: 180,346 shares; 2024Q4: 182,859 shares; 2025Q1: 197,937 shares; 2025Q2: 218,706 shares; 2025Q3: 210,479 shares; 2025Q4: 207,797 shares 207,797 $65M 5.02% -2,682 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: 185,643 shares; 2024Q4: 174,236 shares; 2025Q1: 182,116 shares; 2025Q2: 225,522 shares; 2025Q3: 228,650 shares; 2025Q4: 229,928 shares 229,928 $62.5M 4.83% +1,278 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: 195,616 shares; 2024Q4: 198,215 shares; 2025Q1: 200,702 shares; 2025Q2: 221,057 shares; 2025Q3: 221,386 shares; 2025Q4: 221,108 shares 221,108 $51M 3.94% -278 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,177 shares; 2024Q4: 101,024 shares; 2025Q1: 104,534 shares; 2025Q2: 105,117 shares; 2025Q3: 102,890 shares; 2025Q4: 105,120 shares 105,120 $50.8M 3.92% +2,230 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: 193,853 shares; 2024Q4: 192,483 shares; 2025Q1: 193,858 shares; 2025Q2: 139,460 shares; 2025Q3: 136,447 shares; 2025Q4: 272,450 shares 272,450 $39.2M 3.03% +136,003 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: 48,028 shares; 2024Q4: 48,033 shares; 2025Q1: 48,561 shares; 2025Q2: 46,656 shares; 2025Q3: 46,270 shares; 2025Q4: 49,155 shares 49,155 $32.4M 2.5% +2,885 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: 15,896 shares; 2024Q4: 16,119 shares; 2025Q1: 10,508 shares; 2025Q2: 113,504 shares; 2025Q3: 75,758 shares; 2025Q4: 76,603 shares 76,603 $26.5M 2.05% +845 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: 81,409 shares; 2024Q4: 80,851 shares; 2025Q1: 69,848 shares; 2025Q2: 76,086 shares; 2025Q3: 75,515 shares; 2025Q4: 74,950 shares 74,950 $24.2M 1.86% -565 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: 37,609 shares; 2024Q4: 38,233 shares; 2025Q1: 39,298 shares; 2025Q2: 40,803 shares; 2025Q3: 40,833 shares; 2025Q4: 41,484 shares 41,484 $23.7M 1.83% +651 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: 95,796 shares; 2024Q4: 96,177 shares; 2025Q1: 112,889 shares; 2025Q2: 168,500 shares; 2025Q3: 190,265 shares; 2025Q4: 217,195 shares 217,195 $22.9M 1.76% +26,930 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 617,465 shares; 2024Q4: 408,884 shares; 2025Q1: 344,028 shares; 2025Q2: 199,947 shares; 2025Q3: 371,379 shares; 2025Q4: 424,621 shares 424,621 $21.4M 1.65% +53,242 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: 23,269 shares; 2024Q4: 23,235 shares; 2025Q1: 23,501 shares; 2025Q2: 23,597 shares; 2025Q3: 23,468 shares; 2025Q4: 23,276 shares 23,276 $20.5M 1.58% -192 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 266,558 shares; 2024Q4: 330,999 shares; 2025Q1: 339,582 shares; 2025Q2: 336,480 shares; 2025Q3: 404,052 shares; 2025Q4: 415,274 shares 415,274 $19.6M 1.51% +11,222 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: 185,742 shares; 2024Q4: 188,239 shares; 2025Q1: 192,558 shares; 2025Q2: 194,299 shares; 2025Q3: 190,567 shares; 2025Q4: 188,923 shares 188,923 $18.9M 1.46% -1,644 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: 360,900 shares; 2024Q4: 359,802 shares; 2025Q1: 334,586 shares; 2025Q2: 332,619 shares; 2025Q3: 331,846 shares; 2025Q4: 333,612 shares 333,612 $18.3M 1.42% +1,766 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: 26,151 shares; 2024Q4: 27,269 shares; 2025Q1: 36,339 shares; 2025Q2: 26,211 shares; 2025Q3: 32,161 shares; 2025Q4: 31,641 shares 31,641 $18.3M 1.42% -520 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 927 shares; 2025Q1: 1,165 shares; 2025Q2: 15,641 shares; 2025Q3: 16,479 shares; 2025Q4: 17,101 shares 17,101 $18.3M 1.41% +622 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: 22,213 shares; 2024Q4: 22,323 shares; 2025Q1: 23,031 shares; 2025Q2: 23,044 shares; 2025Q3: 23,094 shares; 2025Q4: 117,572 shares 117,572 $18M 1.39% +94,478 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: 45,375 shares; 2024Q4: 92,205 shares; 2025Q1: 94,861 shares; 2025Q2: 94,986 shares; 2025Q3: 95,866 shares; 2025Q4: 97,138 shares 97,138 $17.9M 1.38% +1,272 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: 50,744 shares; 2025Q3: 59,170 shares; 2025Q4: 58,811 shares 58,811 $17.7M 1.37% -359 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: 30,833 shares; 2024Q4: 31,584 shares; 2025Q1: 22,552 shares; 2025Q2: 34,957 shares; 2025Q3: 36,051 shares; 2025Q4: 34,736 shares 34,736 $16.8M 1.3% -1,315 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: 159,917 shares; 2024Q4: 168,159 shares; 2025Q1: 185,571 shares; 2025Q2: 186,619 shares; 2025Q3: 189,311 shares; 2025Q4: 191,745 shares 191,745 $16.3M 1.26% +2,434 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 130,672 shares; 2025Q2: 131,495 shares; 2025Q3: 129,908 shares; 2025Q4: 128,838 shares 128,838 $15M 1.16% -1,070 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: 54,162 shares; 2024Q4: 54,690 shares; 2025Q1: 55,252 shares; 2025Q2: 55,256 shares; 2025Q3: 55,649 shares; 2025Q4: 56,189 shares 56,189 $14.8M 1.14% +540 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: 63,279 shares; 2024Q4: 64,259 shares; 2025Q1: 64,979 shares; 2025Q2: 64,028 shares; 2025Q3: 65,191 shares; 2025Q4: 66,666 shares 66,666 $14.6M 1.13% +1,475 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 204,918 shares; 2024Q4: 201,623 shares; 2025Q1: 201,438 shares; 2025Q2: 194,457 shares; 2025Q3: 180,645 shares; 2025Q4: 182,438 shares 182,438 $14.6M 1.13% +1,793 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: 32,158 shares; 2024Q4: 33,188 shares; 2025Q1: 32,027 shares; 2025Q2: 33,149 shares; 2025Q3: 46,216 shares; 2025Q4: 40,364 shares 40,364 $14.1M 1.09% -5,852 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: 544,843 shares; 2024Q4: 549,186 shares; 2025Q1: 497,943 shares; 2025Q2: 493,344 shares; 2025Q3: 499,547 shares; 2025Q4: 509,029 shares 509,029 $14M 1.08% +9,482 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 249,971 shares; 2024Q4: 269,044 shares; 2025Q1: 282,523 shares; 2025Q2: 288,252 shares; 2025Q3: 292,958 shares; 2025Q4: 297,330 shares 297,330 $13.9M 1.08% +4,372 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: 146,849 shares; 2024Q4: 292,129 shares; 2025Q1: 163,085 shares; 2025Q2: 136,828 shares; 2025Q3: 140,404 shares; 2025Q4: 142,674 shares 142,674 $13.2M 1.02% +2,270 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 36,588 shares; 2025Q2: 41,342 shares; 2025Q3: 41,826 shares; 2025Q4: 40,551 shares 40,551 $12.9M 1% -1,275 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: 2,839 shares; 2024Q4: 2,807 shares; 2025Q1: 2,475 shares; 2025Q2: 105,602 shares; 2025Q3: 107,596 shares; 2025Q4: 109,335 shares 109,335 $12.8M 0.99% +1,739 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: 16,254 shares; 2024Q4: 16,846 shares; 2025Q1: 17,106 shares; 2025Q2: 15,402 shares; 2025Q3: 15,566 shares; 2025Q4: 15,349 shares 15,349 $12.6M 0.97% -217 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: 60,192 shares; 2024Q4: 33,230 shares; 2025Q1: 59,549 shares; 2025Q2: 59,142 shares; 2025Q3: 59,121 shares; 2025Q4: 58,432 shares 58,432 $12.1M 0.93% -689 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: 144,739 shares; 2024Q4: 148,827 shares; 2025Q1: 152,698 shares; 2025Q2: 155,290 shares; 2025Q3: 155,448 shares; 2025Q4: 155,302 shares 155,302 $11.9M 0.92% -146 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: 81,572 shares; 2024Q4: 82,317 shares; 2025Q1: 79,139 shares; 2025Q2: 61,217 shares; 2025Q3: 62,804 shares; 2025Q4: 70,553 shares 70,553 $11.3M 0.87% +7,749 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: 131,390 shares; 2024Q4: 109,016 shares; 2025Q1: 109,447 shares; 2025Q2: 124,438 shares; 2025Q3: 126,735 shares; 2025Q4: 129,932 shares 129,932 $11.1M 0.86% +3,197 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: 31,593 shares; 2024Q4: 32,413 shares; 2025Q1: 30,333 shares; 2025Q2: 30,922 shares; 2025Q3: 31,919 shares; 2025Q4: 32,336 shares 32,336 $10.6M 0.82% +417 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: 31,261 shares; 2024Q4: 31,383 shares; 2025Q1: 29,252 shares; 2025Q2: 29,435 shares; 2025Q3: 29,767 shares; 2025Q4: 30,594 shares 30,594 $10.5M 0.81% +827 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 159,265 shares; 2024Q4: 191,432 shares; 2025Q1: 183,774 shares; 2025Q2: 181,675 shares; 2025Q3: 176,338 shares; 2025Q4: 180,291 shares 180,291 $9.87M 0.76% +3,953 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,677 shares; 2024Q4: 98,529 shares; 2025Q1: 97,860 shares; 2025Q2: 96,279 shares; 2025Q3: 98,143 shares; 2025Q4: 125,358 shares 125,358 $9.74M 0.75% +27,215 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: 103,514 shares; 2024Q4: 111,438 shares; 2025Q1: 115,624 shares; 2025Q2: 115,184 shares; 2025Q3: 118,766 shares; 2025Q4: 118,682 shares 118,682 $9.38M 0.72% -84 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: 121,706 shares; 2024Q4: 125,107 shares; 2025Q1: 128,130 shares; 2025Q2: 132,450 shares; 2025Q3: 135,912 shares; 2025Q4: 101,299 shares 101,299 $8.53M 0.66% -34,613 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: 80,380 shares; 2024Q4: 82,321 shares; 2025Q1: 82,847 shares; 2025Q2: 82,773 shares; 2025Q3: 55,138 shares; 2025Q4: 55,861 shares 55,861 $8.51M 0.66% +723 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: 85,296 shares; 2024Q4: 86,218 shares; 2025Q1: 58,962 shares; 2025Q2: 31,381 shares; 2025Q3: 31,136 shares; 2025Q4: 19,882 shares 19,882 $7.88M 0.61% -11,254 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: 108,328 shares; 2024Q4: 113,013 shares; 2025Q1: 123,226 shares; 2025Q2: 127,794 shares; 2025Q3: 133,623 shares; 2025Q4: 137,004 shares 137,004 $7.72M 0.6% +3,381 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: 60,286 shares; 2024Q4: 60,793 shares; 2025Q1: 62,959 shares; 2025Q2: 63,684 shares; 2025Q3: 64,536 shares; 2025Q4: 66,232 shares 66,232 $7.54M 0.58% +1,696 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: 25,684 shares; 2024Q4: 26,219 shares; 2025Q1: 27,022 shares; 2025Q2: 38,721 shares; 2025Q3: 38,191 shares; 2025Q4: 38,615 shares 38,615 $7M 0.54% +424 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,149 shares; 2025Q3: 20,590 shares; 2025Q4: 30,543 shares 30,543 $6.99M 0.54% +9,953 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: 59,945 shares; 2024Q4: 59,964 shares; 2025Q1: 61,277 shares; 2025Q2: 53,670 shares; 2025Q3: 54,208 shares; 2025Q4: 55,480 shares 55,480 $6.68M 0.52% +1,272 Timeline XLB 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: 69,658 shares; 2024Q4: 27,555 shares; 2025Q1: 21,246 shares; 2025Q2: 17,885 shares; 2025Q3: 15,301 shares; 2025Q4: 146,277 shares 146,277 $6.63M 0.51% +130,976 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: 11,569 shares; 2024Q4: 11,454 shares; 2025Q1: 13,711 shares; 2025Q2: 13,368 shares; 2025Q3: 12,951 shares; 2025Q4: 13,357 shares 13,357 $6.01M 0.46% +406 Timeline OZ BELPOINTE PREP LLC More: the full row for BELPOINTE PREP LLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,531 shares; 2024Q4: 86,933 shares; 2025Q1: 85,973 shares; 2025Q2: 85,818 shares; 2025Q3: 85,419 shares; 2025Q4: 89,354 shares 89,354 $5.81M 0.45% +3,935 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,636 shares; 2024Q4: 38,372 shares; 2025Q1: 79,151 shares; 2025Q2: 77,753 shares; 2025Q3: 76,538 shares; 2025Q4: 78,063 shares 78,063 $5.57M 0.43% +1,525 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: 68,394 shares; 2024Q4: 69,693 shares; 2025Q1: 70,778 shares; 2025Q2: 70,030 shares; 2025Q3: 69,827 shares; 2025Q4: 71,460 shares 71,460 $5.53M 0.43% +1,633 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: 39,025 shares; 2024Q4: 39,087 shares; 2025Q1: 38,397 shares; 2025Q2: 24,845 shares; 2025Q3: 25,471 shares; 2025Q4: 26,279 shares 26,279 $5.34M 0.41% +808 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: 26,537 shares; 2025Q1: 27,606 shares; 2025Q2: 30,252 shares; 2025Q3: 30,683 shares; 2025Q4: 26,396 shares 26,396 $5.13M 0.4% -4,287 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: 59,472 shares; 2024Q4: 59,752 shares; 2025Q1: 78,376 shares; 2025Q2: 77,972 shares; 2025Q3: 76,672 shares; 2025Q4: 78,449 shares 78,449 $5.1M 0.39% +1,777 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: not reported; 2024Q4: not reported; 2025Q1: 5,317 shares; 2025Q2: 7,097 shares; 2025Q3: 7,126 shares; 2025Q4: 10,718 shares 10,718 $4.99M 0.39% +3,592 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: 14,847 shares; 2024Q4: 15,270 shares; 2025Q1: 12,784 shares; 2025Q2: 13,787 shares; 2025Q3: 13,592 shares; 2025Q4: 13,899 shares 13,899 $4.87M 0.38% +307 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,143 shares; 2024Q4: 4,304 shares; 2025Q1: 4,177 shares; 2025Q2: 4,275 shares; 2025Q3: 4,570 shares; 2025Q4: 4,533 shares 4,533 $4.87M 0.38% -37 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,014 shares; 2025Q2: 19,226 shares; 2025Q3: 19,435 shares; 2025Q4: 26,201 shares 26,201 $4.78M 0.37% +6,766 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,236 shares; 2024Q4: 11,211 shares; 2025Q1: 11,027 shares; 2025Q2: 10,849 shares; 2025Q3: 10,721 shares; 2025Q4: 13,203 shares 13,203 $4.72M 0.36% +2,482 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: 43,336 shares; 2024Q4: 43,279 shares; 2025Q1: 20,389 shares; 2025Q2: 20,252 shares; 2025Q3: 19,884 shares; 2025Q4: 19,659 shares 19,659 $3.61M 0.28% -225 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: 39,993 shares; 2024Q4: 39,648 shares; 2025Q1: 38,753 shares; 2025Q2: 38,412 shares; 2025Q3: 37,686 shares; 2025Q4: 38,381 shares 38,381 $3.58M 0.28% +695 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: 8,847 shares; 2024Q4: 8,928 shares; 2025Q1: 8,151 shares; 2025Q2: 8,170 shares; 2025Q3: 8,108 shares; 2025Q4: 11,408 shares 11,408 $3.49M 0.27% +3,300 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: 38,947 shares; 2024Q4: 42,803 shares; 2025Q1: 46,011 shares; 2025Q2: 47,573 shares; 2025Q3: 49,197 shares; 2025Q4: 58,168 shares 58,168 $3.4M 0.26% +8,971 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: 12,092 shares; 2024Q4: 12,395 shares; 2025Q1: 20,912 shares; 2025Q2: 21,463 shares; 2025Q3: 25,179 shares; 2025Q4: 23,483 shares 23,483 $3.37M 0.26% -1,696 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: 12,746 shares; 2024Q4: 10,796 shares; 2025Q1: 10,601 shares; 2025Q2: 9,830 shares; 2025Q3: 10,569 shares; 2025Q4: 10,725 shares 10,725 $3.37M 0.26% +156 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: 31,378 shares; 2024Q4: 30,790 shares; 2025Q1: 29,916 shares; 2025Q2: 27,817 shares; 2025Q3: 27,294 shares; 2025Q4: 27,347 shares 27,347 $3.36M 0.26% +53 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: 5,276 shares; 2024Q4: 5,220 shares; 2025Q1: 5,134 shares; 2025Q2: 5,074 shares; 2025Q3: 6,228 shares; 2025Q4: 6,485 shares 6,485 $3.26M 0.25% +257 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,348 shares 24,348 $3.23M 0.25% new Timeline RSPD INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 55,154 shares 55,154 $3.15M 0.24% new Timeline SPMD 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: 66,010 shares; 2024Q4: 59,301 shares; 2025Q1: 59,031 shares; 2025Q2: 53,062 shares; 2025Q3: 52,598 shares; 2025Q4: 53,813 shares 53,813 $3.12M 0.24% +1,215 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: 24,660 shares; 2024Q4: 80,227 shares; 2025Q1: 19,858 shares; 2025Q2: 19,456 shares; 2025Q3: 19,382 shares; 2025Q4: 18,623 shares 18,623 $2.88M 0.22% -759 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,790 shares; 2024Q4: 3,209 shares; 2025Q1: 3,259 shares; 2025Q2: 8,853 shares; 2025Q3: 13,095 shares; 2025Q4: 13,241 shares 13,241 $2.84M 0.22% +146 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,561 shares; 2025Q4: 27,421 shares 27,421 $2.82M 0.22% +8,860 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: 17,762 shares; 2024Q4: 25,845 shares; 2025Q1: 28,105 shares; 2025Q2: 28,881 shares; 2025Q3: 27,460 shares; 2025Q4: 27,148 shares 27,148 $2.78M 0.21% -312 Timeline MBSF VALUED ADVISERS TR More: the full row for VALUED ADVISERS 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: 103,262 shares 103,262 $2.65M 0.2% new 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: 7,781 shares; 2025Q1: 105,268 shares; 2025Q2: 9,222 shares; 2025Q3: 9,056 shares; 2025Q4: 9,145 shares 9,145 $2.61M 0.2% +89 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,774 shares; 2024Q4: 34,502 shares; 2025Q1: 19,290 shares; 2025Q2: 18,899 shares; 2025Q3: 18,676 shares; 2025Q4: 19,328 shares 19,328 $2.56M 0.2% +652 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,927 shares 15,927 $2.56M 0.2% new 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: 9,190 shares; 2024Q4: 9,624 shares; 2025Q1: 10,134 shares; 2025Q2: 10,033 shares; 2025Q3: 10,026 shares; 2025Q4: 10,315 shares 10,315 $2.54M 0.2% +289 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,445 shares; 2024Q4: 10,085 shares; 2025Q1: 9,257 shares; 2025Q2: 9,705 shares; 2025Q3: 9,173 shares; 2025Q4: 21,260 shares 21,260 $2.54M 0.2% +12,087 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: 18,871 shares; 2024Q4: 19,226 shares; 2025Q1: 19,916 shares; 2025Q2: 10,796 shares; 2025Q3: 10,634 shares; 2025Q4: 13,007 shares 13,007 $2.54M 0.2% +2,373 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: 59,559 shares; 2024Q4: 58,323 shares; 2025Q1: 60,856 shares; 2025Q2: 61,491 shares; 2025Q3: 60,970 shares; 2025Q4: 62,225 shares 62,225 $2.53M 0.2% +1,255 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: 18,400 shares; 2024Q4: 17,699 shares; 2025Q1: 23,040 shares; 2025Q2: 21,495 shares; 2025Q3: 21,307 shares; 2025Q4: 17,597 shares 17,597 $2.52M 0.19% -3,710 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: 3,911 shares; 2024Q4: 3,897 shares; 2025Q1: 3,887 shares; 2025Q2: 3,801 shares; 2025Q3: 3,735 shares; 2025Q4: 4,088 shares 4,088 $2.51M 0.19% +353 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: 2,453 shares; 2024Q4: 2,517 shares; 2025Q1: 2,639 shares; 2025Q2: 2,191 shares; 2025Q3: 2,245 shares; 2025Q4: 26,675 shares 26,675 $2.5M 0.19% +24,430 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: 27,695 shares; 2024Q4: 27,643 shares; 2025Q1: 27,349 shares; 2025Q2: 26,228 shares; 2025Q3: 20,146 shares; 2025Q4: 20,636 shares 20,636 $2.47M 0.19% +490 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: 2,201 shares; 2024Q4: 2,260 shares; 2025Q1: 1,997 shares; 2025Q2: 2,714 shares; 2025Q3: 2,776 shares; 2025Q4: 2,818 shares 2,818 $2.43M 0.19% +42 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,265 shares; 2024Q4: 14,762 shares; 2025Q1: 12,098 shares; 2025Q2: 28,003 shares; 2025Q3: 53,747 shares; 2025Q4: 53,688 shares 53,688 $2.38M 0.18% -59 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: 21,907 shares; 2024Q4: 18,531 shares; 2025Q1: 17,161 shares; 2025Q2: 10,101 shares; 2025Q3: 9,842 shares; 2025Q4: 15,174 shares 15,174 $2.35M 0.18% +5,332 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,000 shares; 2024Q4: 37,012 shares; 2025Q1: 30,765 shares; 2025Q2: 31,108 shares; 2025Q3: 29,227 shares; 2025Q4: 29,488 shares 29,488 $2.34M 0.18% +261 Timeline RMD RESMED INC More: the full row for RESMED 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: 9,317 shares; 2025Q3: 9,227 shares; 2025Q4: 9,642 shares 9,642 $2.32M 0.18% +415 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: 13,941 shares; 2024Q4: 13,839 shares; 2025Q1: 10,028 shares; 2025Q2: 9,851 shares; 2025Q3: 9,717 shares; 2025Q4: 9,851 shares 9,851 $2.25M 0.17% +134 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,935 shares; 2024Q4: 8,647 shares; 2025Q1: 19,508 shares; 2025Q2: 27,826 shares; 2025Q3: 28,049 shares; 2025Q4: 27,174 shares 27,174 $2.25M 0.17% -875 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,693 shares; 2024Q4: 23,258 shares; 2025Q1: 20,617 shares; 2025Q2: 19,558 shares; 2025Q3: 18,427 shares; 2025Q4: 18,775 shares 18,775 $2.21M 0.17% +348 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: 29,100 shares; 2024Q4: 27,305 shares; 2025Q1: 26,835 shares; 2025Q2: 21,514 shares; 2025Q3: 23,317 shares; 2025Q4: 21,221 shares 21,221 $2.12M 0.16% -2,096 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: 12,294 shares; 2024Q4: 8,772 shares; 2025Q1: 9,426 shares; 2025Q2: 7,278 shares; 2025Q3: 7,150 shares; 2025Q4: 7,817 shares 7,817 $2.01M 0.16% +667 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,356 shares; 2024Q4: 9,596 shares; 2025Q1: 12,150 shares; 2025Q2: 11,999 shares; 2025Q3: 11,799 shares; 2025Q4: 11,908 shares 11,908 $1.94M 0.15% +109 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: 5,385 shares; 2024Q4: 4,210 shares; 2025Q1: 3,358 shares; 2025Q2: 3,026 shares; 2025Q3: 2,814 shares; 2025Q4: 2,812 shares 2,812 $1.92M 0.15% -2 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: 17,099 shares; 2024Q4: 17,675 shares; 2025Q1: 16,658 shares; 2025Q2: 16,351 shares; 2025Q3: 16,335 shares; 2025Q4: 16,541 shares 16,541 $1.86M 0.14% +206 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,914 shares; 2024Q4: 46,474 shares; 2025Q1: 40,813 shares; 2025Q2: 40,720 shares; 2025Q3: 40,101 shares; 2025Q4: 40,175 shares 40,175 $1.8M 0.14% +74 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: 11,103 shares; 2024Q4: 12,325 shares; 2025Q1: 16,893 shares; 2025Q2: 16,859 shares; 2025Q3: 16,994 shares; 2025Q4: 17,485 shares 17,485 $1.79M 0.14% +491 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: 22,718 shares; 2024Q4: 29,804 shares; 2025Q1: 22,732 shares; 2025Q2: 13,630 shares; 2025Q3: 12,306 shares; 2025Q4: 39,959 shares 39,959 $1.79M 0.14% +27,653 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: not reported; 2024Q4: not reported; 2025Q1: 10,318 shares; 2025Q2: 28,362 shares; 2025Q3: 28,381 shares; 2025Q4: 23,864 shares 23,864 $1.76M 0.14% -4,517 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: 3,049 shares; 2024Q4: 3,202 shares; 2025Q1: 3,345 shares; 2025Q2: 3,377 shares; 2025Q3: 3,271 shares; 2025Q4: 3,322 shares 3,322 $1.74M 0.13% +51 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: 17,079 shares; 2024Q4: 16,367 shares; 2025Q1: 11,518 shares; 2025Q2: 14,074 shares; 2025Q3: 13,183 shares; 2025Q4: 13,569 shares 13,569 $1.73M 0.13% +386 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: 14,683 shares; 2024Q4: 11,015 shares; 2025Q1: 10,136 shares; 2025Q2: 9,887 shares; 2025Q3: 10,144 shares; 2025Q4: 10,059 shares 10,059 $1.72M 0.13% -85 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: 4,012 shares; 2024Q4: 4,245 shares; 2025Q1: 4,572 shares; 2025Q2: 4,662 shares; 2025Q3: 4,597 shares; 2025Q4: 6,413 shares 6,413 $1.72M 0.13% +1,816 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,747 shares; 2024Q4: 11,144 shares; 2025Q1: 10,572 shares; 2025Q2: 10,716 shares; 2025Q3: 10,372 shares; 2025Q4: 10,511 shares 10,511 $1.7M 0.13% +139 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: 6,446 shares; 2024Q4: 6,661 shares; 2025Q1: 6,944 shares; 2025Q2: 6,872 shares; 2025Q3: 6,831 shares; 2025Q4: 6,972 shares 6,972 $1.68M 0.13% +141 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: 7,460 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,377 shares; 2025Q3: 13,119 shares; 2025Q4: 9,201 shares 9,201 $1.64M 0.13% -3,918 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,129 shares; 2024Q4: 5,467 shares; 2025Q1: 9,168 shares; 2025Q2: 9,324 shares; 2025Q3: 9,119 shares; 2025Q4: 9,043 shares 9,043 $1.63M 0.13% -76 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: 29,380 shares; 2024Q4: 22,605 shares; 2025Q1: 20,867 shares; 2025Q2: 20,867 shares; 2025Q3: 20,752 shares; 2025Q4: 20,262 shares 20,262 $1.63M 0.13% -490 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,024 shares; 2024Q4: 6,233 shares; 2025Q1: 6,412 shares; 2025Q2: 6,389 shares; 2025Q3: 4,823 shares; 2025Q4: 5,093 shares 5,093 $1.59M 0.12% +270 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,235 shares; 2024Q4: 11,229 shares; 2025Q1: 11,412 shares; 2025Q2: 10,520 shares; 2025Q3: 10,281 shares; 2025Q4: 9,866 shares 9,866 $1.59M 0.12% -415 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: 38,003 shares; 2024Q4: 40,866 shares; 2025Q1: 22,248 shares; 2025Q2: 20,583 shares; 2025Q3: 20,622 shares; 2025Q4: 21,470 shares 21,470 $1.5M 0.12% +848 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: 2,381 shares; 2024Q4: 2,408 shares; 2025Q1: 2,405 shares; 2025Q2: 2,399 shares; 2025Q3: 2,651 shares; 2025Q4: 2,642 shares 2,642 $1.5M 0.12% -9 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: 14,898 shares; 2024Q4: 14,498 shares; 2025Q1: 17,846 shares; 2025Q2: 18,537 shares; 2025Q3: 22,740 shares; 2025Q4: 23,139 shares 23,139 $1.47M 0.11% +399 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: 19,501 shares; 2024Q4: 19,749 shares; 2025Q1: 8,593 shares; 2025Q2: 8,588 shares; 2025Q3: 8,290 shares; 2025Q4: 7,536 shares 7,536 $1.47M 0.11% -754 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: 18,294 shares; 2024Q4: 22,274 shares; 2025Q1: 24,174 shares; 2025Q2: 27,133 shares; 2025Q3: 27,165 shares; 2025Q4: 14,743 shares 14,743 $1.46M 0.11% -12,422 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,728 shares; 2024Q4: 15,552 shares; 2025Q1: 14,094 shares; 2025Q2: 16,103 shares; 2025Q3: 17,137 shares; 2025Q4: 14,712 shares 14,712 $1.41M 0.11% -2,425 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: 20,753 shares; 2024Q4: 20,516 shares; 2025Q1: 11,680 shares; 2025Q2: 10,984 shares; 2025Q3: 10,925 shares; 2025Q4: 12,541 shares 12,541 $1.4M 0.11% +1,616 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: 3,755 shares; 2024Q4: 3,951 shares; 2025Q1: 4,612 shares; 2025Q2: 4,187 shares; 2025Q3: 2,944 shares; 2025Q4: 3,010 shares 3,010 $1.36M 0.11% +66 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,793 shares; 2024Q4: 1,906 shares; 2025Q1: 2,062 shares; 2025Q2: 2,067 shares; 2025Q3: 2,016 shares; 2025Q4: 2,036 shares 2,036 $1.35M 0.1% +20 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: 2,237 shares; 2024Q4: 2,116 shares; 2025Q1: 2,117 shares; 2025Q2: 2,440 shares; 2025Q3: 2,466 shares; 2025Q4: 2,334 shares 2,334 $1.34M 0.1% -132 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: 4,378 shares; 2024Q4: 4,302 shares; 2025Q1: 4,135 shares; 2025Q2: 3,797 shares; 2025Q3: 3,689 shares; 2025Q4: 3,612 shares 3,612 $1.34M 0.1% -77 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,470 shares 12,470 $1.32M 0.1% new 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: 2,786 shares; 2025Q3: 2,771 shares; 2025Q4: 4,422 shares 4,422 $1.31M 0.1% +1,651 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: 48,559 shares; 2024Q4: 50,053 shares; 2025Q1: 30,373 shares; 2025Q2: 29,617 shares; 2025Q3: 16,077 shares; 2025Q4: 16,898 shares 16,898 $1.3M 0.1% +821 Timeline MBS ANGEL OAK FUNDS TRUST More: the full row for ANGEL OAK FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 95,983 shares; 2025Q1: 96,460 shares; 2025Q2: 93,750 shares; 2025Q3: 99,589 shares; 2025Q4: 144,622 shares 144,622 $1.26M 0.1% +45,033 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,665 shares; 2025Q4: 9,707 shares 9,707 $1.22M 0.09% +4,042 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,433 shares; 2024Q4: 75,501 shares; 2025Q1: 72,907 shares; 2025Q2: 69,824 shares; 2025Q3: 17,933 shares; 2025Q4: 20,048 shares 20,048 $1.21M 0.09% +2,115 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: 959 shares; 2024Q4: not reported; 2025Q1: 1,355 shares; 2025Q2: 1,363 shares; 2025Q3: 1,301 shares; 2025Q4: 1,329 shares 1,329 $1.2M 0.09% +28 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,590 shares; 2024Q4: 20,616 shares; 2025Q1: 16,224 shares; 2025Q2: 15,607 shares; 2025Q3: 20,355 shares; 2025Q4: 24,591 shares 24,591 $1.15M 0.09% +4,236 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: 8,496 shares; 2024Q4: 8,902 shares; 2025Q1: 9,553 shares; 2025Q2: 5,365 shares; 2025Q3: 1,151 shares; 2025Q4: 6,599 shares 6,599 $1.14M 0.09% +5,448 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,006 shares; 2024Q4: 5,100 shares; 2025Q1: 5,796 shares; 2025Q2: 5,571 shares; 2025Q3: 5,571 shares; 2025Q4: 5,948 shares 5,948 $1.12M 0.09% +377 Timeline SMDV PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,956 shares; 2024Q4: 17,217 shares; 2025Q1: 17,371 shares; 2025Q2: 16,220 shares; 2025Q3: 16,564 shares; 2025Q4: 16,908 shares 16,908 $1.12M 0.09% +344 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,722 shares; 2024Q4: 20,328 shares; 2025Q1: 22,490 shares; 2025Q2: 9,648 shares; 2025Q3: 8,122 shares; 2025Q4: 8,098 shares 8,098 $1.1M 0.09% -24 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,747 shares; 2024Q4: 3,869 shares; 2025Q1: 3,824 shares; 2025Q2: 3,738 shares; 2025Q3: 3,662 shares; 2025Q4: 3,798 shares 3,798 $1.08M 0.08% +136 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: 17,569 shares; 2024Q4: 17,828 shares; 2025Q1: 18,174 shares; 2025Q2: 21,624 shares; 2025Q3: 21,692 shares; 2025Q4: 4,383 shares 4,383 $1.08M 0.08% -17,309 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,013 shares; 2024Q4: 3,103 shares; 2025Q1: 3,140 shares; 2025Q2: 3,060 shares; 2025Q3: 3,170 shares; 2025Q4: 3,072 shares 3,072 $1.03M 0.08% -98 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 500 shares; 2025Q1: 529 shares; 2025Q2: 537 shares; 2025Q3: 447 shares; 2025Q4: 474 shares 474 $955K 0.07% +27 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: not reported; 2025Q3: not reported; 2025Q4: 2,033 shares 2,033 $953K 0.07% new Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,648 shares; 2024Q4: 7,491 shares; 2025Q1: 7,786 shares; 2025Q2: 6,603 shares; 2025Q3: 3,959 shares; 2025Q4: 4,174 shares 4,174 $945K 0.07% +215 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,236 shares; 2025Q4: 3,277 shares 3,277 $941K 0.07% +41 Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,738 shares; 2024Q4: 31,541 shares; 2025Q1: 27,550 shares; 2025Q2: 12,125 shares; 2025Q3: 11,868 shares; 2025Q4: 12,478 shares 12,478 $940K 0.07% +610 Timeline ROL ROLLINS INC More: the full row for ROLLINS 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: 15,247 shares; 2025Q4: 15,394 shares 15,394 $924K 0.07% +147 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: 578 shares; 2024Q4: 605 shares; 2025Q1: 664 shares; 2025Q2: 9,626 shares; 2025Q3: 9,579 shares; 2025Q4: 10,042 shares 10,042 $916K 0.07% +463 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 893 shares; 2025Q4: 906 shares 906 $914K 0.07% +13 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,276 shares; 2024Q4: 9,964 shares; 2025Q1: 9,840 shares; 2025Q2: 8,928 shares; 2025Q3: 8,712 shares; 2025Q4: 8,773 shares 8,773 $914K 0.07% +61 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,484 shares; 2024Q4: 6,285 shares; 2025Q1: 10,289 shares; 2025Q2: 11,350 shares; 2025Q3: 11,332 shares; 2025Q4: 10,272 shares 10,272 $895K 0.07% -1,060 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS 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: 55,781 shares; 2025Q3: 52,575 shares; 2025Q4: 53,379 shares 53,379 $894K 0.07% +804 Timeline ITB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,159 shares 9,159 $882K 0.07% new 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: 5,998 shares; 2024Q4: not reported; 2025Q1: 14,058 shares; 2025Q2: 13,150 shares; 2025Q3: 13,288 shares; 2025Q4: 12,958 shares 12,958 $872K 0.07% -330 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,039 shares; 2024Q4: 3,079 shares; 2025Q1: 3,038 shares; 2025Q2: 2,787 shares; 2025Q3: 2,800 shares; 2025Q4: 2,772 shares 2,772 $865K 0.07% -28 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,226 shares; 2024Q4: 8,575 shares; 2025Q1: 10,335 shares; 2025Q2: 9,728 shares; 2025Q3: 9,231 shares; 2025Q4: 20,175 shares 20,175 $861K 0.07% +10,944 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: 7,140 shares; 2024Q4: 7,156 shares; 2025Q1: 7,131 shares; 2025Q2: 6,540 shares; 2025Q3: 6,466 shares; 2025Q4: 6,426 shares 6,426 $853K 0.07% -40 Timeline WDAY WORKDAY INC More: the full row for WORKDAY 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: 3,938 shares 3,938 $846K 0.07% new Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,239 shares; 2025Q4: 6,311 shares 6,311 $827K 0.06% +72 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: 6,333 shares; 2024Q4: 6,147 shares; 2025Q1: 5,887 shares; 2025Q2: 5,289 shares; 2025Q3: 5,186 shares; 2025Q4: 5,094 shares 5,094 $816K 0.06% -92 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: 10,813 shares; 2024Q4: 10,933 shares; 2025Q1: 10,749 shares; 2025Q2: 9,887 shares; 2025Q3: 9,969 shares; 2025Q4: 10,275 shares 10,275 $811K 0.06% +306 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,798 shares; 2024Q4: 2,039 shares; 2025Q1: 2,183 shares; 2025Q2: 2,089 shares; 2025Q3: 1,999 shares; 2025Q4: 1,694 shares 1,694 $796K 0.06% -305 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,800 shares; 2025Q3: 4,474 shares; 2025Q4: 3,433 shares 3,433 $789K 0.06% -1,041 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: 9,217 shares; 2024Q4: 8,129 shares; 2025Q1: 8,931 shares; 2025Q2: 8,698 shares; 2025Q3: 8,852 shares; 2025Q4: 9,891 shares 9,891 $785K 0.06% +1,039 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,660 shares; 2025Q3: 3,494 shares; 2025Q4: 3,544 shares 3,544 $777K 0.06% +50 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,484 shares; 2024Q4: 2,486 shares; 2025Q1: 2,435 shares; 2025Q2: 2,437 shares; 2025Q3: 2,489 shares; 2025Q4: 2,589 shares 2,589 $767K 0.06% +100 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,043 shares; 2024Q4: 2,820 shares; 2025Q1: 2,354 shares; 2025Q2: 2,350 shares; 2025Q3: 2,342 shares; 2025Q4: 2,355 shares 2,355 $741K 0.06% +13 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: 8,345 shares; 2024Q4: 8,214 shares; 2025Q1: 8,280 shares; 2025Q2: 7,573 shares; 2025Q3: 7,617 shares; 2025Q4: 7,680 shares 7,680 $738K 0.06% +63 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: 2,811 shares; 2024Q4: 2,930 shares; 2025Q1: 3,036 shares; 2025Q2: 2,852 shares; 2025Q3: 2,942 shares; 2025Q4: 3,009 shares 3,009 $723K 0.06% +67 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,291 shares; 2024Q4: 2,159 shares; 2025Q1: 2,182 shares; 2025Q2: 2,136 shares; 2025Q3: 1,993 shares; 2025Q4: 1,919 shares 1,919 $717K 0.06% -74 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,758 shares 3,758 $693K 0.05% new 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: 37,797 shares; 2024Q4: 36,072 shares; 2025Q1: 30,088 shares; 2025Q2: 21,445 shares; 2025Q3: 14,190 shares; 2025Q4: 8,497 shares 8,497 $690K 0.05% -5,693 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: 6,772 shares; 2024Q4: 6,455 shares; 2025Q1: 9,459 shares; 2025Q2: 9,437 shares; 2025Q3: 7,151 shares; 2025Q4: 6,903 shares 6,903 $686K 0.05% -248 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,895 shares; 2024Q4: 7,812 shares; 2025Q1: 6,405 shares; 2025Q2: 6,804 shares; 2025Q3: 6,810 shares; 2025Q4: 6,475 shares 6,475 $663K 0.05% -335 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: 8,905 shares; 2024Q4: 9,198 shares; 2025Q1: 9,569 shares; 2025Q2: 8,905 shares; 2025Q3: 9,181 shares; 2025Q4: 9,587 shares 9,587 $641K 0.05% +406 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: 12,400 shares; 2024Q4: 12,400 shares; 2025Q1: 12,400 shares; 2025Q2: 12,400 shares; 2025Q3: 12,495 shares; 2025Q4: 12,400 shares 12,400 $630K 0.05% -95 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: 17,974 shares; 2024Q4: 18,225 shares; 2025Q1: 18,464 shares; 2025Q2: 18,720 shares; 2025Q3: 18,985 shares; 2025Q4: 19,251 shares 19,251 $617K 0.05% +266 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: 32,274 shares; 2024Q4: 31,338 shares; 2025Q1: 25,031 shares; 2025Q2: 24,676 shares; 2025Q3: 24,819 shares; 2025Q4: 24,600 shares 24,600 $613K 0.05% -219 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: 19,391 shares; 2024Q4: 2,991 shares; 2025Q1: 16,535 shares; 2025Q2: 2,929 shares; 2025Q3: 3,013 shares; 2025Q4: 3,145 shares 3,145 $610K 0.05% +132 Timeline MSTR STRATEGY INC More: the full row for STRATEGY 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: 1,580 shares; 2025Q3: 3,885 shares; 2025Q4: 4,005 shares 4,005 $609K 0.05% +120 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,072 shares; 2024Q4: 6,627 shares; 2025Q1: 7,089 shares; 2025Q2: 7,310 shares; 2025Q3: 7,264 shares; 2025Q4: 5,742 shares 5,742 $603K 0.05% -1,522 Timeline BF-B BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22,793 shares; 2025Q2: 21,226 shares; 2025Q3: 21,701 shares; 2025Q4: 23,041 shares 23,041 $600K 0.05% +1,340 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: 496 shares; 2024Q4: 584 shares; 2025Q1: 563 shares; 2025Q2: 626 shares; 2025Q3: 557 shares; 2025Q4: 949 shares 949 $595K 0.05% +392 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: not reported; 2025Q3: not reported; 2025Q4: 1,381 shares 1,381 $583K 0.04% new Timeline SBAC SBA COMMUNICATIONS CORP More: the full row for SBA COMMUNICATIONS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,625 shares; 2024Q4: 2,842 shares; 2025Q1: 3,179 shares; 2025Q2: 3,310 shares; 2025Q3: 3,289 shares; 2025Q4: 2,973 shares 2,973 $575K 0.04% -316 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,453 shares; 2024Q4: 10,453 shares; 2025Q1: 10,453 shares; 2025Q2: 10,453 shares; 2025Q3: 10,453 shares; 2025Q4: 10,453 shares 10,453 $571K 0.04% 0 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,643 shares; 2024Q4: 1,643 shares; 2025Q1: 1,643 shares; 2025Q2: 1,643 shares; 2025Q3: 1,643 shares; 2025Q4: 1,643 shares 1,643 $564K 0.04% 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: 4,659 shares; 2024Q4: 4,304 shares; 2025Q1: 4,494 shares; 2025Q2: 4,443 shares; 2025Q3: 4,420 shares; 2025Q4: 4,492 shares 4,492 $552K 0.04% +72 Timeline BAB 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: 81,248 shares; 2024Q4: 69,965 shares; 2025Q1: 70,775 shares; 2025Q2: 22,330 shares; 2025Q3: 22,239 shares; 2025Q4: 20,205 shares 20,205 $550K 0.04% -2,034 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: not reported; 2024Q4: not reported; 2025Q1: 777 shares; 2025Q2: 1,037 shares; 2025Q3: 1,293 shares; 2025Q4: 1,263 shares 1,263 $539K 0.04% -30 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA 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: not reported; 2025Q3: not reported; 2025Q4: 2,187 shares 2,187 $488K 0.04% new 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: 4,643 shares; 2025Q3: 4,776 shares; 2025Q4: 4,656 shares 4,656 $477K 0.04% -120 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: 16,860 shares; 2024Q4: 16,811 shares; 2025Q1: 9,036 shares; 2025Q2: 8,392 shares; 2025Q3: 8,402 shares; 2025Q4: 8,139 shares 8,139 $477K 0.04% -263 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: 1,260 shares; 2024Q4: 1,622 shares; 2025Q1: 49,982 shares; 2025Q2: 1,349 shares; 2025Q3: 1,333 shares; 2025Q4: 1,319 shares 1,319 $466K 0.04% -14 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: 13,123 shares; 2024Q4: 10,971 shares; 2025Q1: 22,503 shares; 2025Q2: 22,050 shares; 2025Q3: 20,005 shares; 2025Q4: 17,873 shares 17,873 $444K 0.03% -2,132 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,000 shares; 2024Q4: 18,000 shares; 2025Q1: 18,010 shares; 2025Q2: 16,737 shares; 2025Q3: 16,737 shares; 2025Q4: 16,759 shares 16,759 $440K 0.03% +22 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: 4,964 shares; 2024Q4: 4,620 shares; 2025Q1: 5,032 shares; 2025Q2: 4,668 shares; 2025Q3: 4,811 shares; 2025Q4: 4,931 shares 4,931 $438K 0.03% +120 Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,521 shares; 2024Q4: 1,921 shares; 2025Q1: 1,621 shares; 2025Q2: 1,571 shares; 2025Q3: 1,420 shares; 2025Q4: 1,320 shares 1,320 $434K 0.03% -100 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: not reported; 2025Q3: not reported; 2025Q4: 5,468 shares 5,468 $405K 0.03% new Timeline ARKQ ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,555 shares; 2024Q4: 4,555 shares; 2025Q1: 3,847 shares; 2025Q2: 3,847 shares; 2025Q3: 3,847 shares; 2025Q4: 3,471 shares 3,471 $398K 0.03% -376 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: not reported; 2024Q4: not reported; 2025Q1: 5,011 shares; 2025Q2: 4,595 shares; 2025Q3: 4,639 shares; 2025Q4: 4,713 shares 4,713 $391K 0.03% +74 Timeline BIL 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: 2,404 shares; 2025Q2: 7,465 shares; 2025Q3: 5,566 shares; 2025Q4: 4,250 shares 4,250 $388K 0.03% -1,316 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,246 shares; 2024Q4: 1,246 shares; 2025Q1: 1,246 shares; 2025Q2: 1,246 shares; 2025Q3: 1,272 shares; 2025Q4: 1,272 shares 1,272 $387K 0.03% 0 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,873 shares; 2024Q4: 11,124 shares; 2025Q1: 8,773 shares; 2025Q2: 8,771 shares; 2025Q3: 8,479 shares; 2025Q4: 9,368 shares 9,368 $378K 0.03% +889 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: 13,744 shares; 2024Q4: 13,767 shares; 2025Q1: 14,075 shares; 2025Q2: 12,311 shares; 2025Q3: 12,545 shares; 2025Q4: 12,079 shares 12,079 $361K 0.03% -466 Timeline SUSL 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: 4,390 shares; 2024Q4: 4,264 shares; 2025Q1: 4,202 shares; 2025Q2: 4,378 shares; 2025Q3: 3,072 shares; 2025Q4: 2,930 shares 2,930 $355K 0.03% -142 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 264 shares; 2024Q4: 264 shares; 2025Q1: 264 shares; 2025Q2: 264 shares; 2025Q3: 264 shares; 2025Q4: 264 shares 264 $351K 0.03% 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: 25,994 shares; 2024Q4: 14,851 shares; 2025Q1: 15,308 shares; 2025Q2: 29,631 shares; 2025Q3: 29,950 shares; 2025Q4: 6,410 shares 6,410 $345K 0.03% -23,540 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: 2,997 shares; 2025Q2: 2,752 shares; 2025Q3: 3,045 shares; 2025Q4: 3,120 shares 3,120 $343K 0.03% +75 Timeline ESGD 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: 3,856 shares; 2024Q4: 3,622 shares; 2025Q1: 3,799 shares; 2025Q2: 3,740 shares; 2025Q3: 3,727 shares; 2025Q4: 3,566 shares 3,566 $339K 0.03% -161 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: 2,240 shares; 2024Q4: 2,123 shares; 2025Q1: 2,114 shares; 2025Q2: 2,138 shares; 2025Q3: 2,224 shares; 2025Q4: 2,184 shares 2,184 $336K 0.03% -40 Timeline AGZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,870 shares; 2024Q4: 6,861 shares; 2025Q1: 4,424 shares; 2025Q2: 3,331 shares; 2025Q3: 3,341 shares; 2025Q4: 3,037 shares 3,037 $335K 0.03% -304 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,543 shares; 2025Q1: 3,568 shares; 2025Q2: 3,568 shares; 2025Q3: 3,568 shares; 2025Q4: 3,568 shares 3,568 $334K 0.03% 0 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: 2,672 shares; 2024Q4: 2,672 shares; 2025Q1: 2,677 shares; 2025Q2: 2,672 shares; 2025Q3: 2,672 shares; 2025Q4: 2,672 shares 2,672 $329K 0.03% 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: 2,751 shares; 2024Q4: 2,470 shares; 2025Q1: 2,427 shares; 2025Q2: 2,475 shares; 2025Q3: 2,475 shares; 2025Q4: 2,386 shares 2,386 $329K 0.03% -89 Timeline IPAY AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,308 shares 6,308 $328K 0.03% new 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: 131,471 shares; 2024Q4: 16,220 shares; 2025Q1: 6,519 shares; 2025Q2: 5,036 shares; 2025Q3: 4,504 shares; 2025Q4: 3,401 shares 3,401 $327K 0.03% -1,103 Timeline ALM ALMONTY INDS INC More: the full row for ALMONTY 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: not reported; 2025Q3: 105,000 shares; 2025Q4: 36,483 shares 36,483 $321K 0.02% -68,517 Timeline AMCOR PLC AMCOR PLC More: the full row for AMCOR 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: 40,873 shares; 2025Q2: 37,740 shares; 2025Q3: 37,856 shares; 2025Q4: 38,453 shares 38,453 $321K 0.02% +597 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: 1,555 shares; 2024Q4: 1,555 shares; 2025Q1: 1,255 shares; 2025Q2: 1,333 shares; 2025Q3: 1,299 shares; 2025Q4: 1,277 shares 1,277 $309K 0.02% -22 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 997 shares 997 $307K 0.02% new 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: 975 shares; 2024Q4: 1,021 shares; 2025Q1: not reported; 2025Q2: 843 shares; 2025Q3: 843 shares; 2025Q4: 843 shares 843 $304K 0.02% 0 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,992 shares; 2024Q4: 6,492 shares; 2025Q1: 6,508 shares; 2025Q2: 6,802 shares; 2025Q3: 6,806 shares; 2025Q4: 6,531 shares 6,531 $300K 0.02% -275 Timeline VGIT 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: not reported; 2025Q3: not reported; 2025Q4: 4,919 shares 4,919 $295K 0.02% new Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,555 shares; 2025Q1: 13,075 shares; 2025Q2: 4,317 shares; 2025Q3: 4,574 shares; 2025Q4: 5,915 shares 5,915 $294K 0.02% +1,341 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: 48,145 shares; 2024Q4: 44,924 shares; 2025Q1: 47,732 shares; 2025Q2: 43,237 shares; 2025Q3: 1,131 shares; 2025Q4: 1,048 shares 1,048 $288K 0.02% -83 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,418 shares; 2025Q3: 2,476 shares; 2025Q4: 2,613 shares 2,613 $288K 0.02% +137 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: 7,301 shares; 2024Q4: 7,351 shares; 2025Q1: 7,188 shares; 2025Q2: 1,002 shares; 2025Q3: 1,003 shares; 2025Q4: 1,083 shares 1,083 $287K 0.02% +80 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,332 shares; 2025Q2: 2,114 shares; 2025Q3: 2,365 shares; 2025Q4: 2,389 shares 2,389 $285K 0.02% +24 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,002 shares; 2024Q4: 2,866 shares; 2025Q1: 2,575 shares; 2025Q2: 2,626 shares; 2025Q3: 2,686 shares; 2025Q4: 2,449 shares 2,449 $282K 0.02% -237 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: 872 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 929 shares; 2025Q4: 954 shares 954 $277K 0.02% +25 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: 3,460 shares; 2024Q4: 1,157 shares; 2025Q1: not reported; 2025Q2: 1,432 shares; 2025Q3: 1,272 shares; 2025Q4: 1,272 shares 1,272 $276K 0.02% 0 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,444 shares; 2024Q4: 8,117 shares; 2025Q1: 6,073 shares; 2025Q2: 5,712 shares; 2025Q3: 5,746 shares; 2025Q4: 5,256 shares 5,256 $267K 0.02% -490 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: 5,024 shares; 2024Q4: 5,650 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,170 shares; 2025Q4: 4,752 shares 4,752 $260K 0.02% -418 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: 370 shares; 2024Q4: 375 shares; 2025Q1: 384 shares; 2025Q2: 392 shares; 2025Q3: 341 shares; 2025Q4: 375 shares 375 $257K 0.02% +34 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: 7,268 shares; 2024Q4: 7,295 shares; 2025Q1: 7,295 shares; 2025Q2: 7,051 shares; 2025Q3: 7,051 shares; 2025Q4: 7,051 shares 7,051 $245K 0.02% 0 Timeline JMBS JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,545 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,345 shares 5,345 $244K 0.02% new Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,500 shares; 2025Q4: 1,502 shares 1,502 $242K 0.02% +2 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,393 shares; 2025Q4: 2,400 shares 2,400 $240K 0.02% -993 Timeline GLXY GALAXY DIGITAL INC. More: the full row for GALAXY DIGITAL 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: 10,495 shares; 2025Q3: 10,495 shares; 2025Q4: 10,495 shares 10,495 $235K 0.02% 0 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,017 shares; 2024Q4: 2,271 shares; 2025Q1: not reported; 2025Q2: 1,650 shares; 2025Q3: 1,650 shares; 2025Q4: 1,489 shares 1,489 $233K 0.02% -161 Timeline DEEF DBX ETF TR More: the full row for DBX 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: 6,988 shares; 2025Q2: 10,916 shares; 2025Q3: 6,112 shares; 2025Q4: 6,485 shares 6,485 $233K 0.02% +373 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 348 shares 348 $228K 0.02% new Timeline EEMA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,418 shares 2,418 $227K 0.02% new Timeline QCLN 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: 6,487 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,291 shares; 2025Q4: 5,079 shares 5,079 $226K 0.02% -212 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: 609 shares; 2025Q3: 580 shares; 2025Q4: 580 shares 580 $226K 0.02% 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: 1,665 shares; 2024Q4: 1,592 shares; 2025Q1: 1,592 shares; 2025Q2: 1,592 shares; 2025Q3: 1,592 shares; 2025Q4: 1,592 shares 1,592 $225K 0.02% 0 Timeline EZU ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,472 shares 3,472 $223K 0.02% new 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: 32,587 shares; 2024Q4: 32,989 shares; 2025Q1: 34,356 shares; 2025Q2: 41,349 shares; 2025Q3: 41,197 shares; 2025Q4: 2,142 shares 2,142 $216K 0.02% -39,055 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,618 shares; 2024Q4: 4,618 shares; 2025Q1: 4,118 shares; 2025Q2: 4,118 shares; 2025Q3: 3,088 shares; 2025Q4: 3,138 shares 3,138 $215K 0.02% +50 Timeline IYR 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: 4,261 shares; 2025Q1: 3,221 shares; 2025Q2: 4,411 shares; 2025Q3: 4,592 shares; 2025Q4: 2,247 shares 2,247 $211K 0.02% -2,345 Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS 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: 26,201 shares; 2025Q2: 24,026 shares; 2025Q3: 24,325 shares; 2025Q4: 8,568 shares 8,568 $203K 0.02% -15,757 Timeline HUMA HUMACYTE INC More: the full row for HUMACYTE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 218,308 shares; 2024Q4: 184,208 shares; 2025Q1: 184,508 shares; 2025Q2: 184,608 shares; 2025Q3: 184,608 shares; 2025Q4: 209,608 shares 209,608 $201K 0.02% +25,000 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: 748 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 693 shares 693 $200K 0.02% new Timeline APLE APPLE HOSPITALITY REIT INC More: the full row for APPLE HOSPITALITY REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,910 shares; 2024Q4: 26,795 shares; 2025Q1: 21,024 shares; 2025Q2: 18,139 shares; 2025Q3: 12,219 shares; 2025Q4: 12,219 shares 12,219 $145K 0.01% 0 Timeline HIX WESTERN ASSET HIGH INCOM FD More: the full row for WESTERN ASSET HIGH INCOM FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,836 shares 16,836 $70K 0.01% new Timeline BSIN BIG SKY INDL INC More: the full row for BIG SKY INDL 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: 28,965 shares 28,965 $26.8K <0.01% new Timeline REEAF REE AUTOMOTIVE LTD More: the full row for REE AUTOMOTIVE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,333 shares; 2024Q4: 13,333 shares; 2025Q1: 13,333 shares; 2025Q2: 13,333 shares; 2025Q3: 13,333 shares; 2025Q4: 13,333 shares 13,333 $9.79K <0.01% 0 Timeline