SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 575,073 shares; 2024Q4: 1,720,641 shares; 2025Q1: 1,803,736 shares; 2025Q2: 1,849,912 shares; 2025Q3: 1,885,878 shares; 2025Q4: 1,971,052 shares 1,971,052 $53M 7.35% +85,174 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 154,065 shares; 2024Q4: 667,326 shares; 2025Q1: 744,378 shares; 2025Q2: 794,943 shares; 2025Q3: 854,513 shares; 2025Q4: 997,963 shares 997,963 $32.6M 4.51% +143,450 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: 374,626 shares; 2024Q4: 1,068,306 shares; 2025Q1: 1,103,822 shares; 2025Q2: 1,111,401 shares; 2025Q3: 1,077,066 shares; 2025Q4: 1,102,037 shares 1,102,037 $28.9M 4% +24,971 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: 119,376 shares; 2024Q4: 121,792 shares; 2025Q1: 111,046 shares; 2025Q2: 110,480 shares; 2025Q3: 96,086 shares; 2025Q4: 105,530 shares 105,530 $28.7M 3.97% +9,444 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,100 shares; 2024Q4: 76,303 shares; 2025Q1: 96,034 shares; 2025Q2: 104,785 shares; 2025Q3: 115,756 shares; 2025Q4: 144,374 shares 144,374 $27.6M 3.82% +28,618 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 330,537 shares; 2024Q4: 383,672 shares; 2025Q1: 431,633 shares; 2025Q2: 453,931 shares; 2025Q3: 484,616 shares; 2025Q4: 589,112 shares 589,112 $27.1M 3.76% +104,496 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,061 shares; 2024Q4: 106,725 shares; 2025Q1: 109,798 shares; 2025Q2: 114,524 shares; 2025Q3: 121,413 shares; 2025Q4: 256,134 shares 256,134 $23.8M 3.3% +134,721 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 422,385 shares; 2024Q4: 835,669 shares; 2025Q1: 820,850 shares; 2025Q2: 828,197 shares; 2025Q3: 834,667 shares; 2025Q4: 835,210 shares 835,210 $20.1M 2.78% +543 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: 45,325 shares; 2024Q4: 43,295 shares; 2025Q1: 44,831 shares; 2025Q2: 44,639 shares; 2025Q3: 38,029 shares; 2025Q4: 39,701 shares 39,701 $19.2M 2.66% +1,672 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 149,679 shares; 2024Q4: 137,997 shares; 2025Q1: 136,133 shares; 2025Q2: 134,162 shares; 2025Q3: 137,995 shares; 2025Q4: 372,447 shares 372,447 $17.3M 2.4% +234,452 Timeline GARP 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: 70,886 shares; 2024Q4: 163,355 shares; 2025Q1: 178,450 shares; 2025Q2: 209,248 shares; 2025Q3: 218,639 shares; 2025Q4: 230,248 shares 230,248 $15.7M 2.17% +11,609 Timeline SCHM 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: 124,409 shares; 2024Q4: 404,244 shares; 2025Q1: 397,077 shares; 2025Q2: 388,095 shares; 2025Q3: 381,039 shares; 2025Q4: 366,066 shares 366,066 $11M 1.52% -14,973 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 47,402 shares; 2025Q1: 44,426 shares; 2025Q2: 43,272 shares; 2025Q3: 60,019 shares; 2025Q4: 60,321 shares 60,321 $10.3M 1.43% +302 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,754 shares; 2024Q4: 56,796 shares; 2025Q1: 129,911 shares; 2025Q2: 160,200 shares; 2025Q3: 197,544 shares; 2025Q4: 265,661 shares 265,661 $10.1M 1.4% +68,117 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: 18,112 shares; 2024Q4: 18,800 shares; 2025Q1: 19,493 shares; 2025Q2: 19,670 shares; 2025Q3: 27,673 shares; 2025Q4: 29,779 shares 29,779 $9.32M 1.29% +2,106 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,552 shares; 2024Q4: 121,640 shares; 2025Q1: 142,044 shares; 2025Q2: 152,839 shares; 2025Q3: 163,519 shares; 2025Q4: 180,042 shares 180,042 $9.2M 1.27% +16,523 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 135,666 shares; 2024Q4: 456,424 shares; 2025Q1: 465,380 shares; 2025Q2: 398,002 shares; 2025Q3: 370,585 shares; 2025Q4: 306,885 shares 306,885 $8.42M 1.17% -63,700 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: 24,447 shares; 2024Q4: 24,425 shares; 2025Q1: 24,708 shares; 2025Q2: 25,740 shares; 2025Q3: 25,481 shares; 2025Q4: 27,494 shares 27,494 $8.35M 1.16% +2,013 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: 35,597 shares; 2024Q4: 35,044 shares; 2025Q1: 35,749 shares; 2025Q2: 35,326 shares; 2025Q3: 32,882 shares; 2025Q4: 35,997 shares 35,997 $8.31M 1.15% +3,115 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,399 shares; 2024Q4: 8,748 shares; 2025Q1: 9,116 shares; 2025Q2: 9,313 shares; 2025Q3: 9,124 shares; 2025Q4: 9,258 shares 9,258 $6.98M 0.97% +134 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,143 shares; 2024Q4: 27,681 shares; 2025Q1: 32,838 shares; 2025Q2: 34,197 shares; 2025Q3: 32,593 shares; 2025Q4: 34,338 shares 34,338 $6.4M 0.89% +1,745 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,553 shares; 2024Q4: 8,765 shares; 2025Q1: 9,132 shares; 2025Q2: 9,145 shares; 2025Q3: 8,163 shares; 2025Q4: 8,864 shares 8,864 $5.85M 0.81% +701 Timeline LDUR PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,225 shares; 2024Q4: 42,828 shares; 2025Q1: 46,527 shares; 2025Q2: 47,877 shares; 2025Q3: 51,607 shares; 2025Q4: 59,728 shares 59,728 $5.73M 0.79% +8,121 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: 20,833 shares; 2024Q4: 20,883 shares; 2025Q1: 21,276 shares; 2025Q2: 21,631 shares; 2025Q3: 16,430 shares; 2025Q4: 16,449 shares 16,449 $5.69M 0.79% +19 Timeline SCHE 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: 119,846 shares; 2024Q4: 120,335 shares; 2025Q1: 137,258 shares; 2025Q2: 144,107 shares; 2025Q3: 152,578 shares; 2025Q4: 166,756 shares 166,756 $5.46M 0.76% +14,178 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: 4,318 shares; 2024Q4: 4,573 shares; 2025Q1: 4,589 shares; 2025Q2: 4,835 shares; 2025Q3: 4,884 shares; 2025Q4: 5,023 shares 5,023 $5.4M 0.75% +139 Timeline EMXC 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: 55,111 shares; 2024Q4: 56,050 shares; 2025Q1: 60,543 shares; 2025Q2: 62,684 shares; 2025Q3: 66,664 shares; 2025Q4: 74,026 shares 74,026 $5.38M 0.75% +7,362 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: 11,139 shares; 2024Q4: 10,580 shares; 2025Q1: 19,691 shares; 2025Q2: 20,710 shares; 2025Q3: 46,553 shares; 2025Q4: 44,908 shares 44,908 $4.73M 0.65% -1,645 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: 9,417 shares; 2024Q4: 9,069 shares; 2025Q1: 9,080 shares; 2025Q2: 9,079 shares; 2025Q3: 8,848 shares; 2025Q4: 9,094 shares 9,094 $4.57M 0.63% +246 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,079 shares; 2024Q4: 1,989 shares; 2025Q1: 1,947 shares; 2025Q2: 1,832 shares; 2025Q3: 3,536 shares; 2025Q4: 3,599 shares 3,599 $4.37M 0.61% +63 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: 47,155 shares; 2024Q4: 38,093 shares; 2025Q1: 35,290 shares; 2025Q2: 33,353 shares; 2025Q3: 32,722 shares; 2025Q4: 32,080 shares 32,080 $3.94M 0.55% -642 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: 13,000 shares; 2024Q4: 12,262 shares; 2025Q1: 11,718 shares; 2025Q2: 11,698 shares; 2025Q3: 8,225 shares; 2025Q4: 7,868 shares 7,868 $3.81M 0.53% -357 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: 12,856 shares; 2024Q4: 12,361 shares; 2025Q1: 12,010 shares; 2025Q2: 11,823 shares; 2025Q3: 10,696 shares; 2025Q4: 11,518 shares 11,518 $3.71M 0.51% +822 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: 13,534 shares; 2024Q4: 12,160 shares; 2025Q1: 11,217 shares; 2025Q2: 10,874 shares; 2025Q3: 10,856 shares; 2025Q4: 10,781 shares 10,781 $3.53M 0.49% -75 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: 1,611 shares; 2024Q4: 1,597 shares; 2025Q1: 5,176 shares; 2025Q2: 5,292 shares; 2025Q3: 5,336 shares; 2025Q4: 5,713 shares 5,713 $3.51M 0.49% +377 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,817 shares; 2024Q4: 2,355 shares; 2025Q1: 8,400 shares; 2025Q2: 8,821 shares; 2025Q3: 8,989 shares; 2025Q4: 9,675 shares 9,675 $3.48M 0.48% +686 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,886 shares; 2024Q4: 53,389 shares; 2025Q1: 49,129 shares; 2025Q2: 61,563 shares; 2025Q3: 61,669 shares; 2025Q4: 59,328 shares 59,328 $3.42M 0.47% -2,341 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,046 shares; 2024Q4: 180,924 shares; 2025Q1: 145,990 shares; 2025Q2: 126,124 shares; 2025Q3: 117,616 shares; 2025Q4: 118,380 shares 118,380 $3.37M 0.47% +764 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: 12,012 shares; 2024Q4: 11,848 shares; 2025Q1: 12,079 shares; 2025Q2: 12,327 shares; 2025Q3: 12,115 shares; 2025Q4: 12,920 shares 12,920 $3.32M 0.46% +805 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: 6,483 shares; 2024Q4: 6,801 shares; 2025Q1: 6,817 shares; 2025Q2: 20,261 shares; 2025Q3: 20,265 shares; 2025Q4: 20,257 shares 20,257 $3.25M 0.45% -8 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,490 shares; 2024Q4: 18,351 shares; 2025Q1: 18,997 shares; 2025Q2: 18,921 shares; 2025Q3: 18,888 shares; 2025Q4: 18,250 shares 18,250 $3.24M 0.45% -638 Timeline IMCG 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: 37,131 shares; 2024Q4: 40,652 shares; 2025Q1: 41,719 shares; 2025Q2: 41,564 shares; 2025Q3: 41,444 shares; 2025Q4: 39,994 shares 39,994 $3.19M 0.44% -1,450 Timeline ASCI ABRDN FDS More: the full row for ABRDN 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: 90,508 shares 90,508 $3.12M 0.43% new 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: 5,793 shares; 2024Q4: 4,508 shares; 2025Q1: 4,381 shares; 2025Q2: 4,304 shares; 2025Q3: 12,570 shares; 2025Q4: 12,253 shares 12,253 $2.95M 0.41% -317 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: 650 shares; 2024Q4: 397 shares; 2025Q1: 436 shares; 2025Q2: 6,773 shares; 2025Q3: 6,964 shares; 2025Q4: 7,377 shares 7,377 $2.92M 0.4% +413 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,490 shares; 2024Q4: 46,683 shares; 2025Q1: 43,740 shares; 2025Q2: 37,703 shares; 2025Q3: 31,518 shares; 2025Q4: 23,668 shares 23,668 $2.84M 0.39% -7,850 Timeline VONG 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: 1,208 shares; 2024Q4: 1,841 shares; 2025Q1: 20,580 shares; 2025Q2: 21,706 shares; 2025Q3: 21,843 shares; 2025Q4: 22,869 shares 22,869 $2.78M 0.39% +1,026 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 157,381 shares; 2024Q4: 157,835 shares; 2025Q1: 98,566 shares; 2025Q2: 87,332 shares; 2025Q3: 78,112 shares; 2025Q4: 61,100 shares 61,100 $2.78M 0.39% -17,012 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,286 shares; 2024Q4: 10,621 shares; 2025Q1: 10,214 shares; 2025Q2: 10,150 shares; 2025Q3: 10,089 shares; 2025Q4: 10,031 shares 10,031 $2.72M 0.38% -58 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,556 shares; 2024Q4: 19,900 shares; 2025Q1: 10,709 shares; 2025Q2: 8,970 shares; 2025Q3: 8,555 shares; 2025Q4: 8,848 shares 8,848 $2.67M 0.37% +293 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,051 shares; 2024Q4: 18,038 shares; 2025Q1: 18,070 shares; 2025Q2: 17,795 shares; 2025Q3: 17,848 shares; 2025Q4: 17,268 shares 17,268 $2.66M 0.37% -580 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,895 shares; 2024Q4: 38,215 shares; 2025Q1: 38,803 shares; 2025Q2: 39,653 shares; 2025Q3: 40,093 shares; 2025Q4: 42,114 shares 42,114 $2.66M 0.37% +2,021 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,054 shares; 2024Q4: 60,568 shares; 2025Q1: 60,140 shares; 2025Q2: 58,822 shares; 2025Q3: 56,735 shares; 2025Q4: 52,417 shares 52,417 $2.65M 0.37% -4,318 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,585 shares; 2024Q4: 21,415 shares; 2025Q1: 22,814 shares; 2025Q2: 21,625 shares; 2025Q3: 21,399 shares; 2025Q4: 22,020 shares 22,020 $2.65M 0.37% +621 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: 5,291 shares; 2024Q4: 5,291 shares; 2025Q1: 5,074 shares; 2025Q2: 5,593 shares; 2025Q3: 22,952 shares; 2025Q4: 23,175 shares 23,175 $2.64M 0.37% +223 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: 9,204 shares; 2024Q4: 9,331 shares; 2025Q1: 9,644 shares; 2025Q2: 9,740 shares; 2025Q3: 10,771 shares; 2025Q4: 9,832 shares 9,832 $2.6M 0.36% -939 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,889 shares; 2024Q4: 1,888 shares; 2025Q1: 1,897 shares; 2025Q2: 1,965 shares; 2025Q3: 6,738 shares; 2025Q4: 6,671 shares 6,671 $2.6M 0.36% -67 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,329 shares; 2024Q4: 25,640 shares; 2025Q1: 24,192 shares; 2025Q2: 23,506 shares; 2025Q3: 22,964 shares; 2025Q4: 22,361 shares 22,361 $2.6M 0.36% -603 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,962 shares; 2024Q4: 23,470 shares; 2025Q1: 24,419 shares; 2025Q2: 24,547 shares; 2025Q3: 28,721 shares; 2025Q4: 27,247 shares 27,247 $2.5M 0.35% -1,474 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: 5,614 shares; 2024Q4: 5,720 shares; 2025Q1: 3,281 shares; 2025Q2: 3,426 shares; 2025Q3: 3,227 shares; 2025Q4: 3,603 shares 3,603 $2.47M 0.34% +376 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: 30,155 shares; 2024Q4: 27,938 shares; 2025Q1: 25,981 shares; 2025Q2: 25,639 shares; 2025Q3: 25,295 shares; 2025Q4: 24,632 shares 24,632 $2.46M 0.34% -663 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: 10 shares; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: 15 shares; 2025Q3: 15,977 shares; 2025Q4: 15,284 shares 15,284 $2.46M 0.34% -693 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,305 shares; 2024Q4: 29,582 shares; 2025Q1: 30,102 shares; 2025Q2: 29,799 shares; 2025Q3: 18,268 shares; 2025Q4: 17,801 shares 17,801 $2.4M 0.33% -467 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,064 shares; 2024Q4: 1,127 shares; 2025Q1: 1,215 shares; 2025Q2: 1,076 shares; 2025Q3: 7,451 shares; 2025Q4: 7,264 shares 7,264 $2.4M 0.33% -187 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,140 shares; 2024Q4: 53,997 shares; 2025Q1: 58,337 shares; 2025Q2: 58,517 shares; 2025Q3: 58,799 shares; 2025Q4: 62,483 shares 62,483 $2.39M 0.33% +3,684 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7 shares; 2024Q4: 26 shares; 2025Q1: 20 shares; 2025Q2: 20 shares; 2025Q3: 2,598 shares; 2025Q4: 2,718 shares 2,718 $2.39M 0.33% +120 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: 3,579 shares; 2024Q4: 3,885 shares; 2025Q1: 3,858 shares; 2025Q2: 3,868 shares; 2025Q3: 2,052 shares; 2025Q4: 3,408 shares 3,408 $2.32M 0.32% +1,356 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: 58 shares; 2025Q1: 200 shares; 2025Q2: 256 shares; 2025Q3: 8,123 shares; 2025Q4: 7,936 shares 7,936 $2.28M 0.32% -187 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,420 shares; 2025Q1: 2,233 shares; 2025Q2: 2,167 shares; 2025Q3: 2,141 shares; 2025Q4: 2,121 shares 2,121 $2.27M 0.31% -20 Timeline TECB 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: 34,218 shares; 2024Q4: 53,993 shares; 2025Q1: 49,431 shares; 2025Q2: 45,013 shares; 2025Q3: 42,115 shares; 2025Q4: 37,029 shares 37,029 $2.25M 0.31% -5,086 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,859 shares; 2024Q4: 10,915 shares; 2025Q1: 11,107 shares; 2025Q2: 11,030 shares; 2025Q3: 10,753 shares; 2025Q4: 10,377 shares 10,377 $2.21M 0.31% -376 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73 shares; 2024Q4: 73 shares; 2025Q1: 74 shares; 2025Q2: 73 shares; 2025Q3: 4,787 shares; 2025Q4: 4,724 shares 4,724 $2.2M 0.31% -63 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: 525 shares; 2024Q4: 525 shares; 2025Q1: 20,951 shares; 2025Q2: 20,754 shares; 2025Q3: 20,485 shares; 2025Q4: 20,636 shares 20,636 $2.18M 0.3% +151 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,966 shares; 2025Q4: 10,606 shares 10,606 $2.18M 0.3% -360 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,039 shares; 2024Q4: 25,135 shares; 2025Q1: 25,213 shares; 2025Q2: 25,799 shares; 2025Q3: 26,392 shares; 2025Q4: 25,351 shares 25,351 $2.15M 0.3% -1,041 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: 7 shares; 2024Q4: 19 shares; 2025Q1: 14 shares; 2025Q2: 14 shares; 2025Q3: 2,571 shares; 2025Q4: 2,615 shares 2,615 $2.14M 0.3% +44 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: 1,032 shares; 2024Q4: 1,181 shares; 2025Q1: 8,906 shares; 2025Q2: 10,748 shares; 2025Q3: 10,453 shares; 2025Q4: 10,970 shares 10,970 $2.14M 0.3% +517 Timeline RSPT 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: 46,879 shares; 2024Q4: 46,879 shares; 2025Q1: 46,879 shares; 2025Q2: 46,879 shares; 2025Q3: 46,879 shares; 2025Q4: 46,879 shares 46,879 $2.13M 0.3% 0 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11 shares; 2025Q1: 15 shares; 2025Q2: 12 shares; 2025Q3: 9,445 shares; 2025Q4: 9,199 shares 9,199 $2.09M 0.29% -246 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: 1,922 shares; 2024Q4: 2,214 shares; 2025Q1: 2,286 shares; 2025Q2: 2,312 shares; 2025Q3: 2,295 shares; 2025Q4: 2,301 shares 2,301 $2.08M 0.29% +6 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,349 shares; 2024Q4: 4,349 shares; 2025Q1: 4,349 shares; 2025Q2: 4,349 shares; 2025Q3: 197 shares; 2025Q4: 4,349 shares 4,349 $2.06M 0.29% +4,152 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,406 shares; 2024Q4: 11,638 shares; 2025Q1: 11,867 shares; 2025Q2: 11,830 shares; 2025Q3: 11,536 shares; 2025Q4: 11,121 shares 11,121 $2.05M 0.28% -415 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,566 shares; 2024Q4: 1,071 shares; 2025Q1: 911 shares; 2025Q2: 907 shares; 2025Q3: 8,109 shares; 2025Q4: 7,934 shares 7,934 $2.04M 0.28% -175 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: 20 shares; 2025Q3: 35,163 shares; 2025Q4: 33,998 shares 33,998 $2.04M 0.28% -1,165 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: 12,548 shares; 2024Q4: 12,760 shares; 2025Q1: 13,023 shares; 2025Q2: 13,033 shares; 2025Q3: 6,749 shares; 2025Q4: 6,667 shares 6,667 $2.04M 0.28% -82 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,265 shares; 2025Q4: 8,020 shares 8,020 $2.03M 0.28% -245 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: 45 shares; 2024Q4: 44 shares; 2025Q1: 58 shares; 2025Q2: 61 shares; 2025Q3: 2,941 shares; 2025Q4: 3,062 shares 3,062 $2.03M 0.28% +121 Timeline CCEP COCA-COLA EUROPACIFIC PARTNE More: the full row for COCA-COLA EUROPACIFIC PARTNE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,592 shares; 2025Q4: 22,120 shares 22,120 $2.01M 0.28% -472 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88 shares; 2024Q4: 156 shares; 2025Q1: 263 shares; 2025Q2: 259 shares; 2025Q3: 5,717 shares; 2025Q4: 5,691 shares 5,691 $2M 0.28% -26 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,764 shares; 2024Q4: 9,513 shares; 2025Q1: 8,112 shares; 2025Q2: 8,058 shares; 2025Q3: 8,204 shares; 2025Q4: 7,814 shares 7,814 $1.93M 0.27% -390 Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,844 shares; 2024Q4: 6,154 shares; 2025Q1: 6,119 shares; 2025Q2: 5,777 shares; 2025Q3: 5,657 shares; 2025Q4: 5,633 shares 5,633 $1.92M 0.27% -24 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: not reported; 2024Q4: 73 shares; 2025Q1: 40 shares; 2025Q2: 41 shares; 2025Q3: 18,952 shares; 2025Q4: 18,336 shares 18,336 $1.91M 0.26% -616 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: 8,770 shares; 2024Q4: 8,908 shares; 2025Q1: 9,153 shares; 2025Q2: 9,179 shares; 2025Q3: 10,419 shares; 2025Q4: 10,114 shares 10,114 $1.9M 0.26% -305 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,719 shares; 2025Q4: 8,473 shares 8,473 $1.89M 0.26% -246 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 27,674 shares; 2025Q2: 28,267 shares; 2025Q3: 42,024 shares; 2025Q4: 40,875 shares 40,875 $1.86M 0.26% -1,149 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,941 shares; 2024Q4: 8,838 shares; 2025Q1: 24,395 shares; 2025Q2: 23,805 shares; 2025Q3: 25,065 shares; 2025Q4: 25,899 shares 25,899 $1.85M 0.26% +834 Timeline LII LENNOX INTL INC More: the full row for LENNOX INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,743 shares; 2025Q4: 3,800 shares 3,800 $1.84M 0.26% +57 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5 shares; 2025Q2: 6 shares; 2025Q3: 8,901 shares; 2025Q4: 8,702 shares 8,702 $1.84M 0.26% -199 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: 7,098 shares; 2024Q4: 7,279 shares; 2025Q1: 7,464 shares; 2025Q2: 7,471 shares; 2025Q3: 7,655 shares; 2025Q4: 7,475 shares 7,475 $1.8M 0.25% -180 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 69 shares; 2025Q1: 43 shares; 2025Q2: 38 shares; 2025Q3: 15,721 shares; 2025Q4: 15,199 shares 15,199 $1.78M 0.25% -522 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,708 shares; 2024Q4: 3,866 shares; 2025Q1: 4,021 shares; 2025Q2: 4,075 shares; 2025Q3: 2,898 shares; 2025Q4: 3,933 shares 3,933 $1.77M 0.24% +1,035 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,124 shares; 2024Q4: 5,248 shares; 2025Q1: 5,354 shares; 2025Q2: 5,295 shares; 2025Q3: 5,295 shares; 2025Q4: 5,190 shares 5,190 $1.74M 0.24% -105 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12 shares; 2024Q4: 24 shares; 2025Q1: 18 shares; 2025Q2: 14 shares; 2025Q3: 12,240 shares; 2025Q4: 11,992 shares 11,992 $1.73M 0.24% -248 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,587 shares; 2024Q4: 5,652 shares; 2025Q1: 5,649 shares; 2025Q2: 5,775 shares; 2025Q3: 5,861 shares; 2025Q4: 6,140 shares 6,140 $1.71M 0.24% +279 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,740 shares; 2024Q4: 36,199 shares; 2025Q1: 40,033 shares; 2025Q2: 39,263 shares; 2025Q3: 39,758 shares; 2025Q4: 48,465 shares 48,465 $1.7M 0.24% +8,707 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: 798 shares; 2024Q4: 798 shares; 2025Q1: 787 shares; 2025Q2: 788 shares; 2025Q3: 778 shares; 2025Q4: 787 shares 787 $1.58M 0.22% +9 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,140 shares; 2024Q4: 11,294 shares; 2025Q1: 11,232 shares; 2025Q2: 11,127 shares; 2025Q3: 11,031 shares; 2025Q4: 10,711 shares 10,711 $1.55M 0.21% -320 Timeline PAYC PAYCOM SOFTWARE INC More: the full row for PAYCOM SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,630 shares; 2024Q4: 10,702 shares; 2025Q1: 10,811 shares; 2025Q2: 10,666 shares; 2025Q3: 10,034 shares; 2025Q4: 9,714 shares 9,714 $1.55M 0.21% -320 Timeline IHDG 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: 27,311 shares; 2024Q4: 27,248 shares; 2025Q1: 29,982 shares; 2025Q2: 30,601 shares; 2025Q3: 30,514 shares; 2025Q4: 31,325 shares 31,325 $1.52M 0.21% +811 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares 2 $1.51M 0.21% 0 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,736 shares; 2024Q4: 13,034 shares; 2025Q1: 11,912 shares; 2025Q2: 11,631 shares; 2025Q3: 11,518 shares; 2025Q4: 11,342 shares 11,342 $1.5M 0.21% -176 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,564 shares; 2024Q4: 10,640 shares; 2025Q1: 12,047 shares; 2025Q2: 12,352 shares; 2025Q3: 11,370 shares; 2025Q4: 13,175 shares 13,175 $1.5M 0.21% +1,805 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: 4,728 shares; 2024Q4: 4,750 shares; 2025Q1: 4,740 shares; 2025Q2: 4,743 shares; 2025Q3: 4,746 shares; 2025Q4: 4,746 shares 4,746 $1.48M 0.21% 0 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,045 shares; 2024Q4: 8,885 shares; 2025Q1: 9,512 shares; 2025Q2: 9,854 shares; 2025Q3: 5,839 shares; 2025Q4: 9,914 shares 9,914 $1.42M 0.2% +4,075 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: 11,856 shares; 2024Q4: 11,663 shares; 2025Q1: 12,027 shares; 2025Q2: 12,343 shares; 2025Q3: 12,545 shares; 2025Q4: 12,722 shares 12,722 $1.42M 0.2% +177 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: 30,346 shares; 2024Q4: 42,940 shares; 2025Q1: 42,962 shares; 2025Q2: 43,252 shares; 2025Q3: 41,291 shares; 2025Q4: 42,103 shares 42,103 $1.35M 0.19% +812 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,808 shares; 2024Q4: 2,774 shares; 2025Q1: 2,774 shares; 2025Q2: 2,850 shares; 2025Q3: 2,816 shares; 2025Q4: 2,798 shares 2,798 $1.34M 0.19% -18 Timeline FNDX 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: 19,014 shares; 2024Q4: 54,966 shares; 2025Q1: 52,675 shares; 2025Q2: 50,524 shares; 2025Q3: 50,998 shares; 2025Q4: 48,205 shares 48,205 $1.31M 0.18% -2,793 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,613 shares; 2024Q4: 2,603 shares; 2025Q1: 2,705 shares; 2025Q2: 2,702 shares; 2025Q3: 1,661 shares; 2025Q4: 2,671 shares 2,671 $1.3M 0.18% +1,010 Timeline XT 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: 21,318 shares; 2024Q4: 20,963 shares; 2025Q1: 19,228 shares; 2025Q2: 18,480 shares; 2025Q3: 18,479 shares; 2025Q4: 18,520 shares 18,520 $1.29M 0.18% +41 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,994 shares; 2024Q4: 5,105 shares; 2025Q1: 5,511 shares; 2025Q2: 5,608 shares; 2025Q3: 5,620 shares; 2025Q4: 5,643 shares 5,643 $1.29M 0.18% +23 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,910 shares; 2024Q4: 15,890 shares; 2025Q1: 17,291 shares; 2025Q2: 17,762 shares; 2025Q3: 18,313 shares; 2025Q4: 18,556 shares 18,556 $1.29M 0.18% +243 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,999 shares; 2024Q4: 4,999 shares; 2025Q1: 4,999 shares; 2025Q2: 4,999 shares; 2025Q3: 4,999 shares; 2025Q4: 4,999 shares 4,999 $1.25M 0.17% 0 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: 10,244 shares; 2024Q4: 7,880 shares; 2025Q1: 7,742 shares; 2025Q2: 7,251 shares; 2025Q3: 7,156 shares; 2025Q4: 6,247 shares 6,247 $1.22M 0.17% -909 Timeline CHAT TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,965 shares; 2024Q4: 13,916 shares; 2025Q1: 14,014 shares; 2025Q2: 13,546 shares; 2025Q3: 18,855 shares; 2025Q4: 20,198 shares 20,198 $1.19M 0.16% +1,343 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,729 shares; 2024Q4: 1,730 shares; 2025Q1: 2,501 shares; 2025Q2: 2,505 shares; 2025Q3: 2,423 shares; 2025Q4: 2,423 shares 2,423 $1.13M 0.16% 0 Timeline JUST GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,542 shares; 2024Q4: 9,639 shares; 2025Q1: 10,404 shares; 2025Q2: 9,862 shares; 2025Q3: 11,539 shares; 2025Q4: 11,646 shares 11,646 $1.13M 0.16% +107 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,837 shares; 2024Q4: 9,152 shares; 2025Q1: 8,842 shares; 2025Q2: 8,033 shares; 2025Q3: 7,884 shares; 2025Q4: 7,889 shares 7,889 $1.09M 0.15% +5 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: 964 shares; 2024Q4: 1,023 shares; 2025Q1: 1,069 shares; 2025Q2: 1,051 shares; 2025Q3: 1,017 shares; 2025Q4: 1,013 shares 1,013 $1.08M 0.15% -4 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,115 shares; 2024Q4: 4,925 shares; 2025Q1: 4,766 shares; 2025Q2: 4,755 shares; 2025Q3: 4,721 shares; 2025Q4: 4,654 shares 4,654 $1.08M 0.15% -67 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,086 shares; 2024Q4: 2,412 shares; 2025Q1: 3,134 shares; 2025Q2: 3,004 shares; 2025Q3: 2,839 shares; 2025Q4: 3,368 shares 3,368 $1.06M 0.15% +529 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: 13,851 shares; 2024Q4: 3,603 shares; 2025Q1: 3,476 shares; 2025Q2: 3,695 shares; 2025Q3: 3,526 shares; 2025Q4: 3,514 shares 3,514 $1.04M 0.14% -12 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,901 shares; 2024Q4: 16,588 shares; 2025Q1: 15,363 shares; 2025Q2: 9,069 shares; 2025Q3: 7,348 shares; 2025Q4: 8,382 shares 8,382 $1.02M 0.14% +1,034 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: 14,658 shares; 2024Q4: 13,736 shares; 2025Q1: 13,280 shares; 2025Q2: 13,456 shares; 2025Q3: 13,458 shares; 2025Q4: 13,140 shares 13,140 $1.01M 0.14% -318 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,669 shares; 2024Q4: 1,742 shares; 2025Q1: 1,730 shares; 2025Q2: 3,984 shares; 2025Q3: 4,518 shares; 2025Q4: 4,546 shares 4,546 $987K 0.14% +28 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,531 shares; 2024Q4: 7,880 shares; 2025Q1: 6,346 shares; 2025Q2: 6,000 shares; 2025Q3: 5,913 shares; 2025Q4: 5,854 shares 5,854 $932K 0.13% -59 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,280 shares; 2024Q4: 1,239 shares; 2025Q1: 1,371 shares; 2025Q2: 1,373 shares; 2025Q3: 1,093 shares; 2025Q4: 1,203 shares 1,203 $928K 0.13% +110 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: 19,214 shares; 2024Q4: 20,668 shares; 2025Q1: 20,659 shares; 2025Q2: 23,964 shares; 2025Q3: 23,981 shares; 2025Q4: 22,360 shares 22,360 $910K 0.13% -1,621 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,149 shares; 2024Q4: 9,162 shares; 2025Q1: 9,422 shares; 2025Q2: 9,962 shares; 2025Q3: 9,751 shares; 2025Q4: 9,764 shares 9,764 $909K 0.13% +13 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,585 shares; 2024Q4: 6,650 shares; 2025Q1: 6,926 shares; 2025Q2: 6,941 shares; 2025Q3: 1,583 shares; 2025Q4: 1,578 shares 1,578 $903K 0.13% -5 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: 3,656 shares; 2024Q4: 3,519 shares; 2025Q1: 3,456 shares; 2025Q2: 3,355 shares; 2025Q3: 3,756 shares; 2025Q4: 4,071 shares 4,071 $842K 0.12% +315 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: 15,156 shares; 2024Q4: 15,375 shares; 2025Q1: 15,690 shares; 2025Q2: 15,885 shares; 2025Q3: 4,798 shares; 2025Q4: 4,761 shares 4,761 $814K 0.11% -37 Timeline MLPA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23,794 shares; 2025Q4: 16,750 shares 16,750 $810K 0.11% -7,044 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,296 shares; 2024Q4: 2,926 shares; 2025Q1: 3,003 shares; 2025Q2: 2,788 shares; 2025Q3: 2,752 shares; 2025Q4: 2,786 shares 2,786 $804K 0.11% +34 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,339 shares; 2024Q4: 3,617 shares; 2025Q1: 3,473 shares; 2025Q2: 3,476 shares; 2025Q3: 3,375 shares; 2025Q4: 3,314 shares 3,314 $803K 0.11% -61 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,265 shares; 2024Q4: 1,172 shares; 2025Q1: 1,172 shares; 2025Q2: 1,263 shares; 2025Q3: 1,264 shares; 2025Q4: 1,250 shares 1,250 $784K 0.11% -14 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 897 shares; 2024Q4: 911 shares; 2025Q1: 896 shares; 2025Q2: 874 shares; 2025Q3: 884 shares; 2025Q4: 889 shares 889 $781K 0.11% +5 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,431 shares; 2024Q4: 6,507 shares; 2025Q1: 5,632 shares; 2025Q2: 5,628 shares; 2025Q3: 5,400 shares; 2025Q4: 5,378 shares 5,378 $770K 0.11% -22 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,474 shares; 2024Q4: 6,718 shares; 2025Q1: 9,376 shares; 2025Q2: 9,410 shares; 2025Q3: 9,465 shares; 2025Q4: 9,402 shares 9,402 $768K 0.11% -63 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,362 shares; 2024Q4: 3,362 shares; 2025Q1: 3,362 shares; 2025Q2: 3,362 shares; 2025Q3: 3,404 shares; 2025Q4: 3,404 shares 3,404 $748K 0.1% 0 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,722 shares; 2024Q4: 3,662 shares; 2025Q1: 3,662 shares; 2025Q2: 3,662 shares; 2025Q3: 3,962 shares; 2025Q4: 3,962 shares 3,962 $731K 0.1% 0 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: 8,874 shares; 2024Q4: 7,749 shares; 2025Q1: 6,352 shares; 2025Q2: 5,987 shares; 2025Q3: 5,207 shares; 2025Q4: 4,890 shares 4,890 $701K 0.1% -317 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: 6,816 shares; 2024Q4: 5,827 shares; 2025Q1: 5,897 shares; 2025Q2: 14,216 shares; 2025Q3: 13,844 shares; 2025Q4: 13,025 shares 13,025 $700K 0.1% -819 Timeline VCEB VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,063 shares; 2024Q4: 7,264 shares; 2025Q1: 7,250 shares; 2025Q2: 7,396 shares; 2025Q3: 9,368 shares; 2025Q4: 10,961 shares 10,961 $697K 0.1% +1,593 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: 832 shares; 2024Q4: 832 shares; 2025Q1: 1,596 shares; 2025Q2: 1,604 shares; 2025Q3: 1,611 shares; 2025Q4: 3,553 shares 3,553 $651K 0.09% +1,942 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: 34,487 shares; 2024Q4: 27,117 shares; 2025Q1: 8,636 shares; 2025Q2: 6,900 shares; 2025Q3: 6,887 shares; 2025Q4: 6,776 shares 6,776 $650K 0.09% -111 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: 2,193 shares; 2024Q4: 2,120 shares; 2025Q1: 2,120 shares; 2025Q2: 2,120 shares; 2025Q3: 2,139 shares; 2025Q4: 2,057 shares 2,057 $647K 0.09% -82 Timeline COPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,664 shares; 2024Q4: 2,664 shares; 2025Q1: 2,664 shares; 2025Q2: 2,664 shares; 2025Q3: 4,370 shares; 2025Q4: 8,825 shares 8,825 $633K 0.09% +4,455 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,633 shares; 2024Q4: 5,470 shares; 2025Q1: 7,183 shares; 2025Q2: 7,945 shares; 2025Q3: 8,039 shares; 2025Q4: 11,158 shares 11,158 $632K 0.09% +3,119 Timeline EUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,494 shares; 2024Q4: 11,788 shares; 2025Q1: 11,439 shares; 2025Q2: 11,432 shares; 2025Q3: 12,841 shares; 2025Q4: 14,084 shares 14,084 $618K 0.09% +1,243 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: 1,100 shares; 2024Q4: 1,172 shares; 2025Q1: 1,318 shares; 2025Q2: 1,459 shares; 2025Q3: 1,471 shares; 2025Q4: 1,664 shares 1,664 $615K 0.09% +193 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: 8,674 shares; 2024Q4: 8,685 shares; 2025Q1: 9,568 shares; 2025Q2: 11,007 shares; 2025Q3: 10,916 shares; 2025Q4: 11,042 shares 11,042 $606K 0.08% +126 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: 771 shares; 2024Q4: 717 shares; 2025Q1: 731 shares; 2025Q2: 832 shares; 2025Q3: 884 shares; 2025Q4: 3,830 shares 3,830 $586K 0.08% +2,946 Timeline NOBL 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: 5,809 shares; 2024Q4: 5,814 shares; 2025Q1: 5,814 shares; 2025Q2: 5,815 shares; 2025Q3: 5,611 shares; 2025Q4: 5,610 shares 5,610 $583K 0.08% -1 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,141 shares; 2024Q4: 2,141 shares; 2025Q1: 2,141 shares; 2025Q2: 2,141 shares; 2025Q3: 2,141 shares; 2025Q4: 2,141 shares 2,141 $576K 0.08% 0 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,682 shares; 2024Q4: 23,652 shares; 2025Q1: 16,602 shares; 2025Q2: 13,023 shares; 2025Q3: 12,189 shares; 2025Q4: 10,692 shares 10,692 $570K 0.08% -1,497 Timeline FULT FULTON FINL CORP PA More: the full row for FULTON FINL CORP PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,550 shares; 2024Q4: 30,700 shares; 2025Q1: 30,630 shares; 2025Q2: 29,321 shares; 2025Q3: 22,029 shares; 2025Q4: 29,321 shares 29,321 $566K 0.08% +7,292 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,220 shares; 2024Q4: 9,256 shares; 2025Q1: 9,217 shares; 2025Q2: 9,163 shares; 2025Q3: 10,406 shares; 2025Q4: 11,604 shares 11,604 $555K 0.08% +1,198 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,729 shares 3,729 $555K 0.08% new Timeline MEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,680 shares; 2024Q4: 5,147 shares; 2025Q1: 5,674 shares; 2025Q2: 7,046 shares; 2025Q3: 7,585 shares; 2025Q4: 10,755 shares 10,755 $541K 0.07% +3,170 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,304 shares; 2024Q4: 11,304 shares; 2025Q1: 11,304 shares; 2025Q2: 11,304 shares; 2025Q3: 10,104 shares; 2025Q4: 11,304 shares 11,304 $530K 0.07% +1,200 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: 21,433 shares; 2024Q4: 21,858 shares; 2025Q1: 20,727 shares; 2025Q2: 21,967 shares; 2025Q3: 21,765 shares; 2025Q4: 20,966 shares 20,966 $520K 0.07% -799 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,672 shares; 2024Q4: 1,537 shares; 2025Q1: 1,608 shares; 2025Q2: 1,608 shares; 2025Q3: 1,550 shares; 2025Q4: 1,676 shares 1,676 $516K 0.07% +126 Timeline UFOX ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,397 shares; 2024Q4: 8,397 shares; 2025Q1: 8,683 shares; 2025Q2: 8,397 shares; 2025Q3: 7,290 shares; 2025Q4: 7,686 shares 7,686 $490K 0.07% +396 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: 2,803 shares; 2024Q4: 2,784 shares; 2025Q1: 3,002 shares; 2025Q2: 3,198 shares; 2025Q3: 3,271 shares; 2025Q4: 3,175 shares 3,175 $486K 0.07% -96 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,184 shares; 2024Q4: 1,184 shares; 2025Q1: 1,184 shares; 2025Q2: 1,184 shares; 2025Q3: 1,184 shares; 2025Q4: 1,184 shares 1,184 $466K 0.06% 0 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,117 shares; 2024Q4: 9,721 shares; 2025Q1: 9,558 shares; 2025Q2: 8,633 shares; 2025Q3: 8,640 shares; 2025Q4: 9,475 shares 9,475 $466K 0.06% +835 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,574 shares; 2024Q4: 1,739 shares; 2025Q1: 1,935 shares; 2025Q2: 2,410 shares; 2025Q3: 2,490 shares; 2025Q4: 2,592 shares 2,592 $459K 0.06% +102 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: 191 shares; 2024Q4: 395 shares; 2025Q1: 629 shares; 2025Q2: 724 shares; 2025Q3: 733 shares; 2025Q4: 800 shares 800 $456K 0.06% +67 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,793 shares; 2024Q4: 1,790 shares; 2025Q1: 1,790 shares; 2025Q2: 1,781 shares; 2025Q3: 1,546 shares; 2025Q4: 1,761 shares 1,761 $454K 0.06% +215 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,962 shares; 2024Q4: 3,962 shares; 2025Q1: 3,962 shares; 2025Q2: 3,962 shares; 2025Q3: not reported; 2025Q4: 3,962 shares 3,962 $450K 0.06% new 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: 4,080 shares; 2024Q4: 3,901 shares; 2025Q1: 4,048 shares; 2025Q2: 4,189 shares; 2025Q3: 4,818 shares; 2025Q4: 4,741 shares 4,741 $450K 0.06% -77 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,788 shares; 2024Q4: 4,182 shares; 2025Q1: 3,389 shares; 2025Q2: 3,251 shares; 2025Q3: 2,521 shares; 2025Q4: 2,630 shares 2,630 $443K 0.06% +109 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: 2,271 shares; 2024Q4: 2,442 shares; 2025Q1: 2,535 shares; 2025Q2: 2,558 shares; 2025Q3: 506 shares; 2025Q4: 492 shares 492 $424K 0.06% -14 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,048 shares; 2024Q4: 2,007 shares; 2025Q1: 2,011 shares; 2025Q2: 2,012 shares; 2025Q3: 2,012 shares; 2025Q4: 2,012 shares 2,012 $419K 0.06% 0 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,548 shares; 2024Q4: 67,234 shares; 2025Q1: 47,314 shares; 2025Q2: 35,858 shares; 2025Q3: 24,566 shares; 2025Q4: 13,694 shares 13,694 $409K 0.06% -10,872 Timeline PFS PROVIDENT FINL SVCS INC More: the full row for PROVIDENT FINL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,844 shares; 2024Q4: 21,363 shares; 2025Q1: 21,363 shares; 2025Q2: 20,706 shares; 2025Q3: 20,706 shares; 2025Q4: 20,706 shares 20,706 $408K 0.06% 0 Timeline HDV 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: 1,812 shares; 2024Q4: 2,257 shares; 2025Q1: 2,977 shares; 2025Q2: 3,271 shares; 2025Q3: 3,283 shares; 2025Q4: 3,338 shares 3,338 $405K 0.06% +55 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 291 shares; 2024Q4: 354 shares; 2025Q1: 1,141 shares; 2025Q2: 486 shares; 2025Q3: 3,729 shares; 2025Q4: 3,733 shares 3,733 $399K 0.06% +4 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,192 shares; 2024Q4: 5,340 shares; 2025Q1: 7,581 shares; 2025Q2: 8,615 shares; 2025Q3: 8,830 shares; 2025Q4: 8,982 shares 8,982 $391K 0.05% +152 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,869 shares 5,869 $384K 0.05% new 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: 1,325 shares; 2024Q4: 1,325 shares; 2025Q1: 1,956 shares; 2025Q2: 1,428 shares; 2025Q3: 1,325 shares; 2025Q4: 2,650 shares 2,650 $381K 0.05% +1,325 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,427 shares; 2024Q4: 1,382 shares; 2025Q1: 1,382 shares; 2025Q2: 1,382 shares; 2025Q3: 1,297 shares; 2025Q4: 1,297 shares 1,297 $376K 0.05% 0 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,888 shares; 2024Q4: 3,888 shares; 2025Q1: 3,888 shares; 2025Q2: 3,888 shares; 2025Q3: 1,820 shares; 2025Q4: 3,876 shares 3,876 $373K 0.05% +2,056 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 847 shares; 2025Q3: 1,252 shares; 2025Q4: 1,252 shares 1,252 $370K 0.05% 0 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 330 shares; 2024Q4: 395 shares; 2025Q1: 642 shares; 2025Q2: 1,225 shares; 2025Q3: 1,122 shares; 2025Q4: 1,045 shares 1,045 $365K 0.05% -77 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,626 shares; 2024Q4: 3,626 shares; 2025Q1: 7,436 shares; 2025Q2: 7,436 shares; 2025Q3: 7,436 shares; 2025Q4: 7,436 shares 7,436 $355K 0.05% 0 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,639 shares; 2024Q4: 7,639 shares; 2025Q1: 7,630 shares; 2025Q2: 7,565 shares; 2025Q3: 7,170 shares; 2025Q4: 6,866 shares 6,866 $349K 0.05% -304 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,759 shares; 2024Q4: 1,385 shares; 2025Q1: 1,363 shares; 2025Q2: 1,338 shares; 2025Q3: 1,312 shares; 2025Q4: 1,259 shares 1,259 $343K 0.05% -53 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,327 shares; 2024Q4: 1,328 shares; 2025Q1: 1,330 shares; 2025Q2: 1,333 shares; 2025Q3: 1,333 shares; 2025Q4: 1,333 shares 1,333 $328K 0.05% 0 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: 2,560 shares; 2024Q4: 2,532 shares; 2025Q1: 2,400 shares; 2025Q2: 2,398 shares; 2025Q3: 2,261 shares; 2025Q4: 2,137 shares 2,137 $325K 0.05% -124 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: 1,662 shares; 2024Q4: 1,954 shares; 2025Q1: 1,982 shares; 2025Q2: 2,160 shares; 2025Q3: 2,160 shares; 2025Q4: 1,458 shares 1,458 $325K 0.05% -702 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,527 shares; 2024Q4: 6,763 shares; 2025Q1: 6,724 shares; 2025Q2: 6,798 shares; 2025Q3: 6,846 shares; 2025Q4: 6,899 shares 6,899 $322K 0.04% +53 Timeline DIVB 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: 2,295 shares; 2024Q4: 3,386 shares; 2025Q1: 5,143 shares; 2025Q2: 5,955 shares; 2025Q3: 5,979 shares; 2025Q4: 6,075 shares 6,075 $322K 0.04% +96 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 736 shares; 2024Q4: 652 shares; 2025Q1: 634 shares; 2025Q2: 635 shares; 2025Q3: 616 shares; 2025Q4: 620 shares 620 $316K 0.04% +4 Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,680 shares; 2024Q4: 9,780 shares; 2025Q1: 9,861 shares; 2025Q2: 10,028 shares; 2025Q3: 10,882 shares; 2025Q4: 12,459 shares 12,459 $314K 0.04% +1,577 Timeline IJJ 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: 2,320 shares; 2024Q4: 2,320 shares; 2025Q1: 2,320 shares; 2025Q2: 2,320 shares; 2025Q3: not reported; 2025Q4: 2,320 shares 2,320 $305K 0.04% new Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,534 shares; 2024Q4: 3,386 shares; 2025Q1: 5,341 shares; 2025Q2: 6,276 shares; 2025Q3: 6,315 shares; 2025Q4: 6,467 shares 6,467 $286K 0.04% +152 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: 377 shares; 2024Q4: 745 shares; 2025Q1: 789 shares; 2025Q2: 788 shares; 2025Q3: 782 shares; 2025Q4: 799 shares 799 $280K 0.04% +17 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: 1,939 shares; 2024Q4: 1,889 shares; 2025Q1: 1,889 shares; 2025Q2: 1,889 shares; 2025Q3: 199 shares; 2025Q4: 1,981 shares 1,981 $279K 0.04% +1,782 Timeline DWM 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: 4,014 shares; 2024Q4: 4,014 shares; 2025Q1: 4,014 shares; 2025Q2: 4,014 shares; 2025Q3: not reported; 2025Q4: 4,014 shares 4,014 $276K 0.04% new Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,479 shares; 2024Q4: 5,560 shares; 2025Q1: 5,773 shares; 2025Q2: 5,751 shares; 2025Q3: 721 shares; 2025Q4: 802 shares 802 $275K 0.04% +81 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: 780 shares; 2024Q4: 1,006 shares; 2025Q1: 1,982 shares; 2025Q2: 1,544 shares; 2025Q3: 1,556 shares; 2025Q4: 1,417 shares 1,417 $275K 0.04% -139 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,530 shares; 2025Q3: 6,531 shares; 2025Q4: 6,086 shares 6,086 $265K 0.04% -445 Timeline GCOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,087 shares; 2024Q4: 3,225 shares; 2025Q1: 4,861 shares; 2025Q2: 5,862 shares; 2025Q3: 5,926 shares; 2025Q4: 6,429 shares 6,429 $264K 0.04% +503 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: 2,854 shares; 2024Q4: 3,223 shares; 2025Q1: 3,562 shares; 2025Q2: 3,359 shares; 2025Q3: 2,755 shares; 2025Q4: 3,277 shares 3,277 $262K 0.04% +522 Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 9,136 shares 9,136 $257K 0.04% -864 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: 17,948 shares; 2024Q4: 9,734 shares; 2025Q1: 11,043 shares; 2025Q2: 9,208 shares; 2025Q3: 9,931 shares; 2025Q4: 10,196 shares 10,196 $253K 0.04% +265 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,780 shares; 2024Q4: 1,780 shares; 2025Q1: 1,780 shares; 2025Q2: 1,780 shares; 2025Q3: not reported; 2025Q4: 1,780 shares 1,780 $251K 0.03% new Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 330 shares; 2024Q4: 330 shares; 2025Q1: 354 shares; 2025Q2: 353 shares; 2025Q3: 353 shares; 2025Q4: 381 shares 381 $249K 0.03% +28 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,352 shares; 2024Q4: 4,352 shares; 2025Q1: 4,352 shares; 2025Q2: 4,352 shares; 2025Q3: not reported; 2025Q4: 4,352 shares 4,352 $247K 0.03% new 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: 3,947 shares; 2024Q4: 4,257 shares; 2025Q1: 3,512 shares; 2025Q2: 3,503 shares; 2025Q3: 3,417 shares; 2025Q4: 3,530 shares 3,530 $246K 0.03% +113 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,018 shares; 2024Q4: 5,550 shares; 2025Q1: 5,895 shares; 2025Q2: 5,786 shares; 2025Q3: 5,563 shares; 2025Q4: 6,764 shares 6,764 $244K 0.03% +1,201 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 588 shares; 2024Q4: 997 shares; 2025Q1: 1,003 shares; 2025Q2: 2,172 shares; 2025Q3: 2,137 shares; 2025Q4: 2,164 shares 2,164 $244K 0.03% +27 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,716 shares 3,716 $243K 0.03% new 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: 507 shares; 2024Q4: 644 shares; 2025Q1: 839 shares; 2025Q2: 1,155 shares; 2025Q3: 1,114 shares; 2025Q4: 1,387 shares 1,387 $240K 0.03% +273 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37 shares; 2024Q4: 37 shares; 2025Q1: 99 shares; 2025Q2: 878 shares; 2025Q3: 1,056 shares; 2025Q4: 1,137 shares 1,137 $232K 0.03% +81 Timeline IPKW INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,765 shares; 2025Q2: 2,933 shares; 2025Q3: 4,127 shares; 2025Q4: 4,127 shares 4,127 $229K 0.03% 0 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,362 shares; 2024Q4: 31,848 shares; 2025Q1: 33,869 shares; 2025Q2: 34,203 shares; 2025Q3: 5,891 shares; 2025Q4: 4,216 shares 4,216 $227K 0.03% -1,675 Timeline PJP 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: 2,362 shares; 2025Q2: 2,179 shares; 2025Q3: 2,179 shares; 2025Q4: 2,179 shares 2,179 $227K 0.03% 0 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,229 shares; 2024Q4: 2,114 shares; 2025Q1: 2,873 shares; 2025Q2: 2,777 shares; 2025Q3: 2,726 shares; 2025Q4: 2,580 shares 2,580 $225K 0.03% -146 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 400 shares; 2024Q4: 372 shares; 2025Q1: 400 shares; 2025Q2: 393 shares; 2025Q3: 382 shares; 2025Q4: 393 shares 393 $224K 0.03% +11 Timeline REMX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 248 shares; 2025Q4: 2,991 shares 2,991 $221K 0.03% +2,743 Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,458 shares; 2024Q4: 4,539 shares; 2025Q1: 4,211 shares; 2025Q2: 4,082 shares; 2025Q3: 2,836 shares; 2025Q4: 2,680 shares 2,680 $219K 0.03% -156 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 27 shares; 2025Q1: 2,238 shares; 2025Q2: 3,456 shares; 2025Q3: 3,456 shares; 2025Q4: 3,456 shares 3,456 $215K 0.03% 0 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,423 shares; 2024Q4: 2,423 shares; 2025Q1: 2,423 shares; 2025Q2: 2,423 shares; 2025Q3: 2,423 shares; 2025Q4: 2,423 shares 2,423 $214K 0.03% 0 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,878 shares; 2024Q4: 6,842 shares; 2025Q1: 6,225 shares; 2025Q2: 5,753 shares; 2025Q3: 5,725 shares; 2025Q4: 4,430 shares 4,430 $214K 0.03% -1,295 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 599 shares; 2024Q4: 692 shares; 2025Q1: 2,493 shares; 2025Q2: 1,237 shares; 2025Q3: 1,243 shares; 2025Q4: 4,088 shares 4,088 $214K 0.03% +2,845 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: 711 shares; 2024Q4: 702 shares; 2025Q1: 1,215 shares; 2025Q2: 1,032 shares; 2025Q3: 931 shares; 2025Q4: 981 shares 981 $210K 0.03% +50 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: 829 shares; 2024Q4: 829 shares; 2025Q1: 833 shares; 2025Q2: 830 shares; 2025Q3: 831 shares; 2025Q4: 723 shares 723 $209K 0.03% -108 Timeline NJR NEW JERSEY RES CORP More: the full row for NEW JERSEY RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 321 shares; 2024Q4: 321 shares; 2025Q1: 321 shares; 2025Q2: 321 shares; 2025Q3: 4,488 shares; 2025Q4: 4,488 shares 4,488 $206K 0.03% 0 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 658 shares; 2024Q4: 658 shares; 2025Q1: 453 shares; 2025Q2: 448 shares; 2025Q3: 467 shares; 2025Q4: 1,056 shares 1,056 $204K 0.03% +589 Timeline MSM MSC INDL DIRECT INC More: the full row for MSC INDL DIRECT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,578 shares; 2024Q4: 6,087 shares; 2025Q1: 4,903 shares; 2025Q2: 3,408 shares; 2025Q3: 2,714 shares; 2025Q4: 2,433 shares 2,433 $204K 0.03% -281 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: 6,365 shares; 2024Q4: 4,305 shares; 2025Q1: 3,845 shares; 2025Q2: 3,554 shares; 2025Q3: 2,835 shares; 2025Q4: 2,396 shares 2,396 $201K 0.03% -439 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,248 shares; 2024Q4: 11,496 shares; 2025Q1: 6,481 shares; 2025Q2: 4,982 shares; 2025Q3: 4,966 shares; 2025Q4: 4,682 shares 4,682 $188K 0.03% -284 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: 88,583 shares; 2024Q4: 91,264 shares; 2025Q1: 92,917 shares; 2025Q2: 93,285 shares; 2025Q3: 8,151 shares; 2025Q4: 6,820 shares 6,820 $187K 0.03% -1,331 Timeline SCHV 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: 675 shares; 2024Q4: 2,090 shares; 2025Q1: 3,864 shares; 2025Q2: 5,233 shares; 2025Q3: 6,082 shares; 2025Q4: 6,231 shares 6,231 $184K 0.03% +149 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,153 shares; 2024Q4: 43,355 shares; 2025Q1: 43,147 shares; 2025Q2: 42,466 shares; 2025Q3: 1,456 shares; 2025Q4: 1,412 shares 1,412 $180K 0.02% -44 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,842 shares; 2024Q4: 1,842 shares; 2025Q1: 1,842 shares; 2025Q2: 1,842 shares; 2025Q3: not reported; 2025Q4: 1,842 shares 1,842 $178K 0.02% new Timeline IBMP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,923 shares; 2025Q3: 6,966 shares; 2025Q4: 7,024 shares 7,024 $178K 0.02% +58 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 7 shares; 2025Q1: 18 shares; 2025Q2: 32 shares; 2025Q3: 30 shares; 2025Q4: 33 shares 33 $176K 0.02% +3 Timeline ESGE 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: 2,987 shares; 2024Q4: 3,001 shares; 2025Q1: 3,473 shares; 2025Q2: 3,629 shares; 2025Q3: 4,106 shares; 2025Q4: 3,986 shares 3,986 $176K 0.02% -120 Timeline IFRA 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: 3,619 shares; 2024Q4: 3,619 shares; 2025Q1: 3,387 shares; 2025Q2: 3,360 shares; 2025Q3: 3,360 shares; 2025Q4: 3,360 shares 3,360 $176K 0.02% 0 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,586 shares; 2024Q4: 10,610 shares; 2025Q1: 10,630 shares; 2025Q2: 10,655 shares; 2025Q3: 9,796 shares; 2025Q4: 10,707 shares 10,707 $176K 0.02% +911 Timeline FNCL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,267 shares; 2024Q4: 2,267 shares; 2025Q1: 2,267 shares; 2025Q2: 2,267 shares; 2025Q3: 365 shares; 2025Q4: 2,267 shares 2,267 $176K 0.02% +1,902 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,193 shares; 2024Q4: 4,198 shares; 2025Q1: 4,221 shares; 2025Q2: 4,205 shares; 2025Q3: 3,986 shares; 2025Q4: 7,404 shares 7,404 $175K 0.02% +3,418 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 393 shares; 2024Q4: 369 shares; 2025Q1: 370 shares; 2025Q2: 365 shares; 2025Q3: 365 shares; 2025Q4: 395 shares 395 $175K 0.02% +30 Timeline FINX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,924 shares; 2025Q1: 15,493 shares; 2025Q2: 10,684 shares; 2025Q3: 10,256 shares; 2025Q4: 5,919 shares 5,919 $174K 0.02% -4,337 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: 1,442 shares; 2024Q4: 1,482 shares; 2025Q1: 1,459 shares; 2025Q2: 1,462 shares; 2025Q3: 1,466 shares; 2025Q4: 1,466 shares 1,466 $171K 0.02% 0 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 766 shares; 2024Q4: 779 shares; 2025Q1: 781 shares; 2025Q2: 780 shares; 2025Q3: 764 shares; 2025Q4: 776 shares 776 $170K 0.02% +12 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,639 shares; 2024Q4: 1,639 shares; 2025Q1: 1,476 shares; 2025Q2: 1,470 shares; 2025Q3: 1,469 shares; 2025Q4: 1,490 shares 1,490 $167K 0.02% +21 Timeline FNDB 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: 2,362 shares; 2024Q4: 6,276 shares; 2025Q1: 8,031 shares; 2025Q2: 6,210 shares; 2025Q3: 6,210 shares; 2025Q4: 6,210 shares 6,210 $165K 0.02% 0 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: 614 shares; 2024Q4: 1,787 shares; 2025Q1: 3,541 shares; 2025Q2: 4,445 shares; 2025Q3: 4,143 shares; 2025Q4: 3,321 shares 3,321 $164K 0.02% -822 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,841 shares; 2024Q4: 3,109 shares; 2025Q1: 3,232 shares; 2025Q2: 3,282 shares; 2025Q3: 254 shares; 2025Q4: 281 shares 281 $162K 0.02% +27 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 874 shares; 2024Q4: 879 shares; 2025Q1: 1,184 shares; 2025Q2: 1,245 shares; 2025Q3: 1,240 shares; 2025Q4: 1,249 shares 1,249 $161K 0.02% +9 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: not reported; 2024Q4: not reported; 2025Q1: 3 shares; 2025Q2: 3 shares; 2025Q3: 49 shares; 2025Q4: 344 shares 344 $161K 0.02% +295 Timeline SCHZ 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: 3,665 shares; 2024Q4: 7,330 shares; 2025Q1: 6,900 shares; 2025Q2: 6,900 shares; 2025Q3: 7,120 shares; 2025Q4: 6,900 shares 6,900 $161K 0.02% -220 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,811 shares; 2024Q4: 1,811 shares; 2025Q1: 1,820 shares; 2025Q2: 1,817 shares; 2025Q3: 1,817 shares; 2025Q4: 1,968 shares 1,968 $158K 0.02% +151 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,264 shares; 2024Q4: 2,982 shares; 2025Q1: 5,044 shares; 2025Q2: 3,909 shares; 2025Q3: 3,544 shares; 2025Q4: 2,451 shares 2,451 $158K 0.02% -1,093 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: 459 shares; 2024Q4: 460 shares; 2025Q1: 461 shares; 2025Q2: 459 shares; 2025Q3: 293 shares; 2025Q4: 399 shares 399 $155K 0.02% +106 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,095 shares; 2024Q4: 1,096 shares; 2025Q1: 1,073 shares; 2025Q2: 1,019 shares; 2025Q3: 1,018 shares; 2025Q4: 1,015 shares 1,015 $153K 0.02% -3 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,058 shares; 2024Q4: 2,058 shares; 2025Q1: 2,058 shares; 2025Q2: 2,930 shares; 2025Q3: 2,674 shares; 2025Q4: 2,071 shares 2,071 $152K 0.02% -603 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: 42,029 shares; 2024Q4: 42,566 shares; 2025Q1: 43,197 shares; 2025Q2: 43,024 shares; 2025Q3: 2,962 shares; 2025Q4: 2,513 shares 2,513 $151K 0.02% -449 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: 737 shares; 2024Q4: 735 shares; 2025Q1: 749 shares; 2025Q2: 679 shares; 2025Q3: 608 shares; 2025Q4: 542 shares 542 $149K 0.02% -66 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: 53 shares; 2024Q4: 53 shares; 2025Q1: 54 shares; 2025Q2: 117 shares; 2025Q3: 117 shares; 2025Q4: 417 shares 417 $147K 0.02% +300 Timeline ACWI 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: 1,044 shares; 2024Q4: 1,044 shares; 2025Q1: 1,044 shares; 2025Q2: 1,044 shares; 2025Q3: 1,044 shares; 2025Q4: 1,044 shares 1,044 $147K 0.02% 0 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,679 shares; 2024Q4: 8,251 shares; 2025Q1: 8,251 shares; 2025Q2: 8,290 shares; 2025Q3: 8,252 shares; 2025Q4: 8,366 shares 8,366 $145K 0.02% +114 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: 743 shares; 2024Q4: 1,224 shares; 2025Q1: 1,941 shares; 2025Q2: 2,493 shares; 2025Q3: 2,008 shares; 2025Q4: 1,546 shares 1,546 $144K 0.02% -462 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: 922 shares; 2024Q4: 923 shares; 2025Q1: 999 shares; 2025Q2: 922 shares; 2025Q3: 922 shares; 2025Q4: 922 shares 922 $143K 0.02% 0 Timeline ARKG 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: not reported; 2024Q4: not reported; 2025Q1: 6,372 shares; 2025Q2: 5,371 shares; 2025Q3: 4,721 shares; 2025Q4: 4,948 shares 4,948 $143K 0.02% +227 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: 89 shares; 2024Q4: 98 shares; 2025Q1: 111 shares; 2025Q2: 129 shares; 2025Q3: 126 shares; 2025Q4: 1,496 shares 1,496 $140K 0.02% +1,370 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: 828 shares; 2024Q4: 829 shares; 2025Q1: 836 shares; 2025Q2: 836 shares; 2025Q3: 867 shares; 2025Q4: 865 shares 865 $138K 0.02% -2 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: 580 shares; 2024Q4: 580 shares; 2025Q1: 676 shares; 2025Q2: 593 shares; 2025Q3: 580 shares; 2025Q4: 1,160 shares 1,160 $138K 0.02% +580 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,423 shares; 2024Q4: 9,550 shares; 2025Q1: 9,865 shares; 2025Q2: 10,555 shares; 2025Q3: 903 shares; 2025Q4: 879 shares 879 $137K 0.02% -24 Timeline PSCI 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: 3,136 shares; 2024Q4: 3,851 shares; 2025Q1: 2,680 shares; 2025Q2: 921 shares; 2025Q3: 831 shares; 2025Q4: 880 shares 880 $132K 0.02% +49 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: 984 shares; 2024Q4: 984 shares; 2025Q1: 987 shares; 2025Q2: 993 shares; 2025Q3: 995 shares; 2025Q4: 1,065 shares 1,065 $127K 0.02% +70 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,728 shares; 2024Q4: 7,695 shares; 2025Q1: 1,168 shares; 2025Q2: 1,117 shares; 2025Q3: 1,085 shares; 2025Q4: 717 shares 717 $127K 0.02% -368 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,011 shares; 2024Q4: 8,059 shares; 2025Q1: 8,174 shares; 2025Q2: 8,142 shares; 2025Q3: 450 shares; 2025Q4: 411 shares 411 $127K 0.02% -39 Timeline VIOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,143 shares; 2024Q4: 1,410 shares; 2025Q1: 1,353 shares; 2025Q2: 1,328 shares; 2025Q3: 427 shares; 2025Q4: 1,285 shares 1,285 $125K 0.02% +858 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: 573 shares; 2024Q4: 1,456 shares; 2025Q1: 1,456 shares; 2025Q2: 1,456 shares; 2025Q3: 1,456 shares; 2025Q4: 1,823 shares 1,823 $124K 0.02% +367 Timeline EFIV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,873 shares; 2025Q3: 1,873 shares; 2025Q4: 1,873 shares 1,873 $123K 0.02% 0 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: 463 shares; 2024Q4: 601 shares; 2025Q1: 814 shares; 2025Q2: 949 shares; 2025Q3: 951 shares; 2025Q4: 957 shares 957 $121K 0.02% +6 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: 4,659 shares; 2024Q4: 2,509 shares; 2025Q1: 2,472 shares; 2025Q2: 2,186 shares; 2025Q3: 1,467 shares; 2025Q4: 1,519 shares 1,519 $120K 0.02% +52 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,929 shares; 2024Q4: 4,861 shares; 2025Q1: 4,787 shares; 2025Q2: 4,746 shares; 2025Q3: 368 shares; 2025Q4: 278 shares 278 $115K 0.02% -90 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,114 shares; 2024Q4: 2,121 shares; 2025Q1: 2,121 shares; 2025Q2: 2,114 shares; 2025Q3: 2,114 shares; 2025Q4: 1,520 shares 1,520 $114K 0.02% -594 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 350 shares; 2025Q3: 350 shares; 2025Q4: 350 shares 350 $113K 0.02% 0 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 289 shares; 2024Q4: 278 shares; 2025Q1: 206 shares; 2025Q2: 378 shares; 2025Q3: 441 shares; 2025Q4: 425 shares 425 $111K 0.02% -16 Timeline XSMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,886 shares; 2024Q4: 5,048 shares; 2025Q1: 3,198 shares; 2025Q2: 2,539 shares; 2025Q3: 1,429 shares; 2025Q4: 1,531 shares 1,531 $110K 0.02% +102 Timeline CVMC MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 750 shares; 2025Q2: 774 shares; 2025Q3: 1,599 shares; 2025Q4: 1,720 shares 1,720 $110K 0.02% +121 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111 shares; 2024Q4: 111 shares; 2025Q1: 111 shares; 2025Q2: 111 shares; 2025Q3: 112 shares; 2025Q4: 1,002 shares 1,002 $109K 0.02% +890 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,296 shares; 2025Q4: 1,296 shares 1,296 $108K 0.01% 0 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,017 shares; 2024Q4: 1,022 shares; 2025Q1: 1,024 shares; 2025Q2: 1,973 shares; 2025Q3: 958 shares; 2025Q4: 1,997 shares 1,997 $107K 0.01% +1,039 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 420 shares; 2024Q4: 420 shares; 2025Q1: 622 shares; 2025Q2: 621 shares; 2025Q3: 621 shares; 2025Q4: 622 shares 622 $105K 0.01% +1 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,403 shares; 2024Q4: 1,403 shares; 2025Q1: 1,403 shares; 2025Q2: 1,403 shares; 2025Q3: 1,403 shares; 2025Q4: 1,403 shares 1,403 $105K 0.01% 0 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: 36,563 shares; 2024Q4: 25,180 shares; 2025Q1: 25,216 shares; 2025Q2: 24,986 shares; 2025Q3: 1,016 shares; 2025Q4: 1,620 shares 1,620 $103K 0.01% +604 Timeline IBMQ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,943 shares; 2025Q3: 3,967 shares; 2025Q4: 4,000 shares 4,000 $102K 0.01% +33 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4 shares; 2024Q4: 124 shares; 2025Q1: 322 shares; 2025Q2: 564 shares; 2025Q3: 482 shares; 2025Q4: 450 shares 450 $101K 0.01% -32 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: 51 shares; 2024Q4: 298 shares; 2025Q1: 333 shares; 2025Q2: 333 shares; 2025Q3: 333 shares; 2025Q4: 333 shares 333 $100K 0.01% 0 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 126 shares; 2024Q4: 434 shares; 2025Q1: 1,128 shares; 2025Q2: 1,564 shares; 2025Q3: 1,612 shares; 2025Q4: 1,153 shares 1,153 $100K 0.01% -459 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,320 shares; 2024Q4: 2,254 shares; 2025Q1: 2,230 shares; 2025Q2: 2,230 shares; 2025Q3: 2,230 shares; 2025Q4: 2,230 shares 2,230 $100K 0.01% 0 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: 2,149 shares; 2024Q4: 2,141 shares; 2025Q1: 2,141 shares; 2025Q2: 2,136 shares; 2025Q3: 2,136 shares; 2025Q4: 2,134 shares 2,134 $99K 0.01% -2 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 75 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,224 shares 1,224 $98K 0.01% new Timeline ENFR ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,130 shares; 2024Q4: 3,130 shares; 2025Q1: 3,130 shares; 2025Q2: 3,130 shares; 2025Q3: 3,130 shares; 2025Q4: 3,130 shares 3,130 $98K 0.01% 0 Timeline RSPH 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: 3,020 shares; 2024Q4: 3,020 shares; 2025Q1: 3,020 shares; 2025Q2: 3,020 shares; 2025Q3: 3,020 shares; 2025Q4: 3,020 shares 3,020 $96K 0.01% 0 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 901 shares; 2024Q4: 903 shares; 2025Q1: 811 shares; 2025Q2: 767 shares; 2025Q3: 792 shares; 2025Q4: 766 shares 766 $95K 0.01% -26 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: 6,942 shares; 2024Q4: 6,976 shares; 2025Q1: 7,080 shares; 2025Q2: 7,066 shares; 2025Q3: 279 shares; 2025Q4: 225 shares 225 $95K 0.01% -54 Timeline RKT ROCKET COS INC More: the full row for ROCKET COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,941 shares; 2025Q4: 4,941 shares 4,941 $95K 0.01% 0 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 505 shares; 2024Q4: 505 shares; 2025Q1: 508 shares; 2025Q2: 508 shares; 2025Q3: 510 shares; 2025Q4: 512 shares 512 $95K 0.01% +2 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: 182 shares; 2024Q4: 512 shares; 2025Q1: 500 shares; 2025Q2: 509 shares; 2025Q3: 757 shares; 2025Q4: 533 shares 533 $94K 0.01% -224 Timeline MDGL MADRIGAL PHARMACEUTICALS INC More: the full row for MADRIGAL PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 35 shares; 2025Q3: 39 shares; 2025Q4: 161 shares 161 $93K 0.01% +122 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 808 shares; 2025Q4: 814 shares 814 $93K 0.01% +6 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 436 shares; 2024Q4: 436 shares; 2025Q1: 351 shares; 2025Q2: 341 shares; 2025Q3: 271 shares; 2025Q4: 263 shares 263 $92K 0.01% -8 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares 500 $92K 0.01% 0 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 328 shares; 2024Q4: 378 shares; 2025Q1: 378 shares; 2025Q2: 333 shares; 2025Q3: 333 shares; 2025Q4: 335 shares 335 $92K 0.01% +2 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 145 shares; 2025Q1: 424 shares; 2025Q2: 225 shares; 2025Q3: 16 shares; 2025Q4: 1,365 shares 1,365 $91K 0.01% +1,349 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109 shares; 2024Q4: 395 shares; 2025Q1: 997 shares; 2025Q2: 1,257 shares; 2025Q3: 1,071 shares; 2025Q4: 955 shares 955 $90K 0.01% -116 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: 12,297 shares; 2024Q4: 7,606 shares; 2025Q1: 6,149 shares; 2025Q2: 3,062 shares; 2025Q3: 1,547 shares; 2025Q4: 882 shares 882 $90K 0.01% -665 Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 219 shares; 2024Q4: 546 shares; 2025Q1: 1,157 shares; 2025Q2: 1,520 shares; 2025Q3: 1,520 shares; 2025Q4: 1,520 shares 1,520 $89K 0.01% 0 Timeline TPYP TORTOISE CAPITAL SERIES TRUS More: the full row for TORTOISE CAPITAL SERIES TRUS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,505 shares; 2025Q3: 2,505 shares; 2025Q4: 2,505 shares 2,505 $88K 0.01% 0 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 33 shares; 2025Q1: 97 shares; 2025Q2: 122 shares; 2025Q3: 135 shares; 2025Q4: 141 shares 141 $87K 0.01% +6 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: 104 shares; 2024Q4: 181 shares; 2025Q1: 283 shares; 2025Q2: 291 shares; 2025Q3: 292 shares; 2025Q4: 273 shares 273 $86K 0.01% -19 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 489 shares; 2024Q4: 490 shares; 2025Q1: 491 shares; 2025Q2: 491 shares; 2025Q3: 89 shares; 2025Q4: 408 shares 408 $86K 0.01% +319 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: 225 shares; 2024Q4: 456 shares; 2025Q1: 450 shares; 2025Q2: 435 shares; 2025Q3: 440 shares; 2025Q4: 466 shares 466 $85K 0.01% +26 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: 726 shares; 2024Q4: 727 shares; 2025Q1: 731 shares; 2025Q2: 737 shares; 2025Q3: 740 shares; 2025Q4: 741 shares 741 $85K 0.01% +1 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,409 shares; 2025Q2: 1,093 shares; 2025Q3: 1,093 shares; 2025Q4: 1,093 shares 1,093 $84K 0.01% 0 Timeline BFLY BUTTERFLY NETWORK INC More: the full row for BUTTERFLY NETWORK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,108 shares; 2024Q4: 21,108 shares; 2025Q1: 22,208 shares; 2025Q2: 22,208 shares; 2025Q3: 21,108 shares; 2025Q4: 22,208 shares 22,208 $84K 0.01% +1,100 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: 122 shares; 2024Q4: 122 shares; 2025Q1: 165 shares; 2025Q2: 164 shares; 2025Q3: 185 shares; 2025Q4: 185 shares 185 $83K 0.01% 0 Timeline MTX MINERALS TECHNOLOGIES INC More: the full row for MINERALS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,366 shares; 2024Q4: 1,366 shares; 2025Q1: 1,366 shares; 2025Q2: 1,366 shares; 2025Q3: 1,366 shares; 2025Q4: 1,366 shares 1,366 $83K 0.01% 0 Timeline WTM WHITE MTNS INS GROUP LTD More: the full row for WHITE MTNS INS GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40 shares; 2024Q4: 40 shares; 2025Q1: 40 shares; 2025Q2: 40 shares; 2025Q3: 40 shares; 2025Q4: 40 shares 40 $83K 0.01% 0 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 365 shares; 2024Q4: 365 shares; 2025Q1: 365 shares; 2025Q2: 365 shares; 2025Q3: 194 shares; 2025Q4: 365 shares 365 $82K 0.01% +171 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 395 shares; 2024Q4: 393 shares; 2025Q1: 498 shares; 2025Q2: 504 shares; 2025Q3: 504 shares; 2025Q4: 509 shares 509 $82K 0.01% +5 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,838 shares; 2024Q4: 1,612 shares; 2025Q1: 1,707 shares; 2025Q2: 1,707 shares; 2025Q3: 1,707 shares; 2025Q4: 1,707 shares 1,707 $81K 0.01% 0 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 941 shares; 2024Q4: 991 shares; 2025Q1: 1,017 shares; 2025Q2: 3,414 shares; 2025Q3: 3,301 shares; 2025Q4: 3,353 shares 3,353 $81K 0.01% +52 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 669 shares; 2024Q4: 587 shares; 2025Q1: 594 shares; 2025Q2: 591 shares; 2025Q3: 587 shares; 2025Q4: 594 shares 594 $80K 0.01% +7 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,410 shares; 2024Q4: 2,604 shares; 2025Q1: 3,144 shares; 2025Q2: 2,236 shares; 2025Q3: 1,416 shares; 2025Q4: 2,185 shares 2,185 $80K 0.01% +769 Timeline ISTB 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: 5,325 shares; 2024Q4: 4,342 shares; 2025Q1: 3,426 shares; 2025Q2: 3,431 shares; 2025Q3: 3,436 shares; 2025Q4: 1,648 shares 1,648 $80K 0.01% -1,788 Timeline SUSA 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: 564 shares; 2024Q4: 564 shares; 2025Q1: 564 shares; 2025Q2: 564 shares; 2025Q3: 564 shares; 2025Q4: 564 shares 564 $78K 0.01% 0 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,265 shares; 2024Q4: 1,245 shares; 2025Q1: 884 shares; 2025Q2: 754 shares; 2025Q3: 522 shares; 2025Q4: 445 shares 445 $77K 0.01% -77 Timeline THNQ EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,213 shares; 2024Q4: 1,213 shares; 2025Q1: 1,213 shares; 2025Q2: 1,213 shares; 2025Q3: 1,213 shares; 2025Q4: 1,213 shares 1,213 $77K 0.01% 0 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: 4,378 shares; 2024Q4: 4,192 shares; 2025Q1: 882 shares; 2025Q2: 92 shares; 2025Q3: 240 shares; 2025Q4: 776 shares 776 $76K 0.01% +536 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: 1,601 shares; 2024Q4: 1,401 shares; 2025Q1: 1,415 shares; 2025Q2: 1,493 shares; 2025Q3: 1,489 shares; 2025Q4: 1,312 shares 1,312 $76K 0.01% -177 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,368 shares; 2024Q4: 1,568 shares; 2025Q1: 1,710 shares; 2025Q2: 1,568 shares; 2025Q3: 1,192 shares; 2025Q4: 1,568 shares 1,568 $76K 0.01% +376 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 869 shares; 2024Q4: 869 shares; 2025Q1: 819 shares; 2025Q2: 1,319 shares; 2025Q3: 1,319 shares; 2025Q4: 1,319 shares 1,319 $75K 0.01% 0 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,611 shares; 2025Q2: 781 shares; 2025Q3: 781 shares; 2025Q4: 781 shares 781 $73K 0.01% 0 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: 60 shares; 2024Q4: 123 shares; 2025Q1: 242 shares; 2025Q2: 250 shares; 2025Q3: 214 shares; 2025Q4: 174 shares 174 $73K 0.01% -40 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,603 shares; 2024Q4: 1,603 shares; 2025Q1: 1,603 shares; 2025Q2: 1,603 shares; 2025Q3: 29 shares; 2025Q4: 529 shares 529 $73K 0.01% +500 Timeline AFRM AFFIRM HLDGS INC More: the full row for AFFIRM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,010 shares; 2025Q1: 1,113 shares; 2025Q2: 1,226 shares; 2025Q3: 977 shares; 2025Q4: 983 shares 983 $73K 0.01% +6 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,542 shares; 2024Q4: 7,680 shares; 2025Q1: 7,839 shares; 2025Q2: 7,784 shares; 2025Q3: 227 shares; 2025Q4: 214 shares 214 $72K 0.01% -13 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,700 shares; 2024Q4: 1,700 shares; 2025Q1: 1,700 shares; 2025Q2: 1,700 shares; 2025Q3: 1,700 shares; 2025Q4: 1,000 shares 1,000 $71K 0.01% -700 Timeline CQP CHENIERE ENERGY PARTNERS L P More: the full row for CHENIERE ENERGY PARTNERS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,031 shares; 2024Q4: 1,341 shares; 2025Q1: 1,341 shares; 2025Q2: 1,341 shares; 2025Q3: 1,341 shares; 2025Q4: 1,341 shares 1,341 $71K 0.01% 0 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 587 shares; 2024Q4: 492 shares; 2025Q1: 392 shares; 2025Q2: 249 shares; 2025Q3: 223 shares; 2025Q4: 247 shares 247 $70K 0.01% +24 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,444 shares 1,444 $70K 0.01% new Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 254 shares; 2024Q4: 254 shares; 2025Q1: 255 shares; 2025Q2: 254 shares; 2025Q3: 254 shares; 2025Q4: 254 shares 254 $70K 0.01% 0 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,361 shares; 2024Q4: 8,604 shares; 2025Q1: 8,920 shares; 2025Q2: 9,061 shares; 2025Q3: 469 shares; 2025Q4: 388 shares 388 $70K 0.01% -81 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 402 shares; 2024Q4: 402 shares; 2025Q1: 409 shares; 2025Q2: 413 shares; 2025Q3: 421 shares; 2025Q4: 425 shares 425 $68K 0.01% +4 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110 shares; 2024Q4: 110 shares; 2025Q1: 110 shares; 2025Q2: 282 shares; 2025Q3: 282 shares; 2025Q4: 282 shares 282 $68K 0.01% 0 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 350 shares; 2024Q4: 350 shares; 2025Q1: 453 shares; 2025Q2: 455 shares; 2025Q3: 455 shares; 2025Q4: 455 shares 455 $68K 0.01% 0 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 91 shares; 2025Q1: 239 shares; 2025Q2: 328 shares; 2025Q3: 255 shares; 2025Q4: 262 shares 262 $67K 0.01% +7 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: 3 shares; 2025Q1: 5 shares; 2025Q2: 18 shares; 2025Q3: 115 shares; 2025Q4: 141 shares 141 $66K 0.01% +26 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,964 shares; 2024Q4: 5,819 shares; 2025Q1: 4,761 shares; 2025Q2: 3,301 shares; 2025Q3: 2,101 shares; 2025Q4: 1,048 shares 1,048 $66K 0.01% -1,053 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: 1,573 shares; 2024Q4: 1,073 shares; 2025Q1: 1,373 shares; 2025Q2: 873 shares; 2025Q3: 1,873 shares; 2025Q4: 1,873 shares 1,873 $65K 0.01% 0 Timeline IZRL 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: 1,208 shares; 2024Q4: not reported; 2025Q1: 2,189 shares; 2025Q2: 2,189 shares; 2025Q3: 2,189 shares; 2025Q4: 2,189 shares 2,189 $65K 0.01% 0 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5 shares; 2024Q4: 36 shares; 2025Q1: 117 shares; 2025Q2: 142 shares; 2025Q3: 89 shares; 2025Q4: 125 shares 125 $64K 0.01% +36 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 306 shares; 2024Q4: 306 shares; 2025Q1: 307 shares; 2025Q2: 310 shares; 2025Q3: 312 shares; 2025Q4: 312 shares 312 $64K 0.01% 0 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,792 shares; 2024Q4: 15,999 shares; 2025Q1: 16,366 shares; 2025Q2: 16,330 shares; 2025Q3: 621 shares; 2025Q4: 307 shares 307 $63K 0.01% -314 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: 170 shares; 2024Q4: 170 shares; 2025Q1: 170 shares; 2025Q2: 170 shares; 2025Q3: 170 shares; 2025Q4: 170 shares 170 $63K 0.01% 0 Timeline IBDR 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: 2,583 shares; 2024Q4: 2,583 shares; 2025Q1: 2,583 shares; 2025Q2: 2,583 shares; 2025Q3: 2,583 shares; 2025Q4: 2,583 shares 2,583 $62K 0.01% 0 Timeline FNDA 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: 2,056 shares; 2024Q4: 2,798 shares; 2025Q1: 2,766 shares; 2025Q2: 2,766 shares; 2025Q3: 2,470 shares; 2025Q4: 1,996 shares 1,996 $62K 0.01% -474 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: 23,784 shares; 2024Q4: 23,880 shares; 2025Q1: 24,510 shares; 2025Q2: 24,747 shares; 2025Q3: 1,034 shares; 2025Q4: 828 shares 828 $61K 0.01% -206 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,147 shares; 2024Q4: 26,358 shares; 2025Q1: 27,007 shares; 2025Q2: 53,804 shares; 2025Q3: 1,638 shares; 2025Q4: 1,536 shares 1,536 $61K 0.01% -102 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 452 shares; 2024Q4: 453 shares; 2025Q1: 453 shares; 2025Q2: 454 shares; 2025Q3: 454 shares; 2025Q4: 460 shares 460 $59K 0.01% +6 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14 shares; 2025Q1: 113 shares; 2025Q2: 228 shares; 2025Q3: 233 shares; 2025Q4: 190 shares 190 $59K 0.01% -43 Timeline FDBC FIDELITY D & D BANCORP INC More: the full row for FIDELITY D & D BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,376 shares; 2024Q4: 1,376 shares; 2025Q1: 1,376 shares; 2025Q2: 1,376 shares; 2025Q3: 1,376 shares; 2025Q4: 1,376 shares 1,376 $59K 0.01% 0 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 156 shares; 2024Q4: 156 shares; 2025Q1: 160 shares; 2025Q2: 151 shares; 2025Q3: 137 shares; 2025Q4: 151 shares 151 $57K 0.01% +14 Timeline CRSP CRISPR THERAPEUTICS AG More: the full row for CRISPR THERAPEUTICS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,100 shares 1,100 $57K 0.01% +100 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,768 shares; 2025Q2: 552 shares; 2025Q3: 552 shares; 2025Q4: 552 shares 552 $56K 0.01% 0 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 700 shares; 2024Q4: 700 shares; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: 700 shares; 2025Q4: 700 shares 700 $56K 0.01% 0 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 370 shares; 2024Q4: 370 shares; 2025Q1: 374 shares; 2025Q2: 370 shares; 2025Q3: 370 shares; 2025Q4: 370 shares 370 $55K 0.01% 0 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,135 shares; 2024Q4: 46,043 shares; 2025Q1: 47,762 shares; 2025Q2: 48,870 shares; 2025Q3: 2,370 shares; 2025Q4: 1,514 shares 1,514 $55K 0.01% -856 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,883 shares; 2024Q4: 3,834 shares; 2025Q1: 2,672 shares; 2025Q2: 1,945 shares; 2025Q3: 754 shares; 2025Q4: 405 shares 405 $55K 0.01% -349 Timeline STOT SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,515 shares; 2024Q4: 1,515 shares; 2025Q1: 1,515 shares; 2025Q2: 1,515 shares; 2025Q3: 1,180 shares; 2025Q4: 1,180 shares 1,180 $55K 0.01% 0 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 655 shares; 2024Q4: 655 shares; 2025Q1: 655 shares; 2025Q2: 655 shares; 2025Q3: 655 shares; 2025Q4: 655 shares 655 $54K 0.01% 0 Timeline AMRZ AMRIZE LTD More: the full row for AMRIZE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,011 shares; 2025Q3: 1,011 shares; 2025Q4: 1,011 shares 1,011 $54K 0.01% 0 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 50 shares; 2025Q3: 1,395 shares; 2025Q4: 749 shares 749 $53K 0.01% -646 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: 986 shares; 2024Q4: 820 shares; 2025Q1: 827 shares; 2025Q2: 683 shares; 2025Q3: 679 shares; 2025Q4: 675 shares 675 $53K 0.01% -4 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 393 shares; 2024Q4: 393 shares; 2025Q1: 996 shares; 2025Q2: 1,003 shares; 2025Q3: 1,003 shares; 2025Q4: 993 shares 993 $52K 0.01% -10 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 65 shares; 2025Q1: 216 shares; 2025Q2: 396 shares; 2025Q3: 137 shares; 2025Q4: 304 shares 304 $52K 0.01% +167 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 644 shares; 2024Q4: 718 shares; 2025Q1: 980 shares; 2025Q2: 1,194 shares; 2025Q3: 696 shares; 2025Q4: 655 shares 655 $51K 0.01% -41 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 327 shares 327 $51K 0.01% new Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,094 shares; 2024Q4: 1,094 shares; 2025Q1: 1,094 shares; 2025Q2: 1,094 shares; 2025Q3: 1,094 shares; 2025Q4: 1,094 shares 1,094 $50K 0.01% 0 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50 shares; 2024Q4: 60 shares; 2025Q1: 190 shares; 2025Q2: 188 shares; 2025Q3: 82 shares; 2025Q4: 88 shares 88 $49K 0.01% +6 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 458 shares; 2024Q4: 541 shares; 2025Q1: 569 shares; 2025Q2: 573 shares; 2025Q3: 570 shares; 2025Q4: 605 shares 605 $49K 0.01% +35 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 229 shares; 2024Q4: 1,032 shares; 2025Q1: 980 shares; 2025Q2: 982 shares; 2025Q3: 940 shares; 2025Q4: 997 shares 997 $49K 0.01% +57 Timeline FBNC FIRST BANCORP N C More: the full row for FIRST BANCORP N C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 973 shares 973 $49K 0.01% new Timeline FBIN FORTUNE BRANDS INNOVATIONS I More: the full row for FORTUNE BRANDS INNOVATIONS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,836 shares; 2024Q4: 2,364 shares; 2025Q1: 1,895 shares; 2025Q2: 1,099 shares; 2025Q3: 1,065 shares; 2025Q4: 975 shares 975 $48K 0.01% -90 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares 500 $48K 0.01% 0 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 243 shares; 2024Q4: 224 shares; 2025Q1: 224 shares; 2025Q2: 224 shares; 2025Q3: 224 shares; 2025Q4: 224 shares 224 $47K 0.01% 0 Timeline DON 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: 930 shares; 2024Q4: 930 shares; 2025Q1: 930 shares; 2025Q2: 930 shares; 2025Q3: 930 shares; 2025Q4: 930 shares 930 $47K 0.01% 0 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,827 shares; 2024Q4: 3,827 shares; 2025Q1: 3,827 shares; 2025Q2: 3,827 shares; 2025Q3: 927 shares; 2025Q4: 3,943 shares 3,943 $46K 0.01% +3,016 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,135 shares; 2024Q4: 1,120 shares; 2025Q1: 1,126 shares; 2025Q2: 1,130 shares; 2025Q3: 1,133 shares; 2025Q4: 1,147 shares 1,147 $44K 0.01% +14 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 595 shares; 2024Q4: 596 shares; 2025Q1: 597 shares; 2025Q2: 602 shares; 2025Q3: 604 shares; 2025Q4: 602 shares 602 $44K 0.01% -2 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: 535 shares; 2024Q4: 498 shares; 2025Q1: 463 shares; 2025Q2: 460 shares; 2025Q3: 568 shares; 2025Q4: 566 shares 566 $44K 0.01% -2 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10 shares; 2024Q4: 10 shares; 2025Q1: 144 shares; 2025Q2: 203 shares; 2025Q3: 212 shares; 2025Q4: 203 shares 203 $43K 0.01% -9 Timeline XJH 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: 971 shares; 2025Q3: 971 shares; 2025Q4: 971 shares 971 $43K 0.01% 0 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 867 shares; 2025Q2: 451 shares; 2025Q3: 451 shares; 2025Q4: 426 shares 426 $43K 0.01% -25 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,690 shares; 2025Q2: 1,690 shares; 2025Q3: 1,814 shares; 2025Q4: 1,690 shares 1,690 $42K 0.01% -124 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: 562 shares; 2024Q4: 566 shares; 2025Q1: 566 shares; 2025Q2: 545 shares; 2025Q3: 545 shares; 2025Q4: 545 shares 545 $42K 0.01% 0 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 437 shares; 2024Q4: 437 shares; 2025Q1: 437 shares; 2025Q2: 438 shares; 2025Q3: 438 shares; 2025Q4: 438 shares 438 $41K 0.01% 0 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,959 shares; 2024Q4: 64,304 shares; 2025Q1: 65,998 shares; 2025Q2: 67,288 shares; 2025Q3: 2,046 shares; 2025Q4: 1,460 shares 1,460 $41K 0.01% -586 Timeline TPG TPG INC More: the full row for TPG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 228 shares; 2024Q4: 395 shares; 2025Q1: 574 shares; 2025Q2: 649 shares; 2025Q3: 649 shares; 2025Q4: 649 shares 649 $41K 0.01% 0 Timeline QBTS D-WAVE QUANTUM INC More: the full row for D-WAVE QUANTUM 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: 600 shares; 2025Q2: 1,075 shares; 2025Q3: 495 shares; 2025Q4: 1,595 shares 1,595 $41K 0.01% +1,100 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: 402 shares; 2024Q4: 402 shares; 2025Q1: 403 shares; 2025Q2: 403 shares; 2025Q3: 403 shares; 2025Q4: 408 shares 408 $40K 0.01% +5 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 624 shares; 2024Q4: 624 shares; 2025Q1: 624 shares; 2025Q2: 624 shares; 2025Q3: 403 shares; 2025Q4: 403 shares 403 $39K 0.01% 0 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,665 shares; 2024Q4: 1,736 shares; 2025Q1: 1,786 shares; 2025Q2: 1,801 shares; 2025Q3: 55 shares; 2025Q4: 39 shares 39 $39K 0.01% -16 Timeline APEI AMERICAN PUB ED INC More: the full row for AMERICAN PUB ED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,059 shares; 2025Q1: 1,059 shares; 2025Q2: 1,059 shares; 2025Q3: not reported; 2025Q4: 1,040 shares 1,040 $39K 0.01% new Timeline ROBO EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 571 shares; 2024Q4: 541 shares; 2025Q1: 210 shares; 2025Q2: 210 shares; 2025Q3: 556 shares; 2025Q4: 564 shares 564 $39K 0.01% +8 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 511 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares 500 $38K 0.01% 0 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 202 shares; 2024Q4: 202 shares; 2025Q1: 203 shares; 2025Q2: 205 shares; 2025Q3: 208 shares; 2025Q4: 210 shares 210 $38K 0.01% +2 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 283 shares; 2024Q4: 283 shares; 2025Q1: 526 shares; 2025Q2: 534 shares; 2025Q3: 541 shares; 2025Q4: 555 shares 555 $37K 0.01% +14 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 131 shares; 2024Q4: 131 shares; 2025Q1: 131 shares; 2025Q2: 131 shares; 2025Q3: 36 shares; 2025Q4: 131 shares 131 $37K 0.01% +95 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 576 shares; 2025Q3: 576 shares; 2025Q4: 576 shares 576 $37K 0.01% 0 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,139 shares; 2024Q4: 1,303 shares; 2025Q1: 1,098 shares; 2025Q2: 897 shares; 2025Q3: 750 shares; 2025Q4: 591 shares 591 $36K <0.01% -159 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 338 shares; 2024Q4: 338 shares; 2025Q1: 338 shares; 2025Q2: 338 shares; 2025Q3: 338 shares; 2025Q4: 349 shares 349 $36K <0.01% +11 Timeline DLN 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: 410 shares; 2024Q4: 410 shares; 2025Q1: 410 shares; 2025Q2: 410 shares; 2025Q3: not reported; 2025Q4: 410 shares 410 $36K <0.01% new Timeline INCO COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,018 shares; 2024Q4: 1,018 shares; 2025Q1: 569 shares; 2025Q2: 569 shares; 2025Q3: 569 shares; 2025Q4: 569 shares 569 $36K <0.01% 0 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 605 shares; 2024Q4: 605 shares; 2025Q1: 605 shares; 2025Q2: 608 shares; 2025Q3: 608 shares; 2025Q4: 611 shares 611 $35K <0.01% +3 Timeline BIPC BROOKFIELD INFRASTRUCTURE CO More: the full row for BROOKFIELD INFRASTRUCTURE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 750 shares; 2025Q1: 750 shares; 2025Q2: 750 shares; 2025Q3: 750 shares; 2025Q4: 750 shares 750 $34K <0.01% 0 Timeline HRB BLOCK H & R INC More: the full row for BLOCK H & R INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 800 shares; 2024Q4: 827 shares; 2025Q1: 800 shares; 2025Q2: 800 shares; 2025Q3: not reported; 2025Q4: 800 shares 800 $34K <0.01% new 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: 347 shares; 2024Q4: 346 shares; 2025Q1: 466 shares; 2025Q2: 346 shares; 2025Q3: 350 shares; 2025Q4: 336 shares 336 $34K <0.01% -14 Timeline METV LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,320 shares; 2024Q4: 1,862 shares; 2025Q1: 1,862 shares; 2025Q2: 1,862 shares; 2025Q3: 1,862 shares; 2025Q4: 1,862 shares 1,862 $34K <0.01% 0 Timeline IBUY 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: 109 shares; 2024Q4: 663 shares; 2025Q1: 663 shares; 2025Q2: 663 shares; 2025Q3: 659 shares; 2025Q4: 469 shares 469 $34K <0.01% -190 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: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: not reported; 2025Q4: 400 shares 400 $33K <0.01% new Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: not reported; 2025Q4: 400 shares 400 $33K <0.01% new Timeline QSR RESTAURANT BRANDS INTL INC More: the full row for RESTAURANT BRANDS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 495 shares; 2024Q4: 495 shares; 2025Q1: 495 shares; 2025Q2: 495 shares; 2025Q3: 495 shares; 2025Q4: 495 shares 495 $33K <0.01% 0 Timeline RGTI RIGETTI COMPUTING INC More: the full row for RIGETTI COMPUTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,100 shares; 2025Q3: 100 shares; 2025Q4: 1,500 shares 1,500 $33K <0.01% +1,400 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21 shares; 2025Q3: not reported; 2025Q4: 619 shares 619 $33K <0.01% new Timeline FMS FRESENIUS MEDICAL CARE AG More: the full row for FRESENIUS MEDICAL CARE AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,598 shares; 2024Q4: 7,936 shares; 2025Q1: 3,275 shares; 2025Q2: 3,066 shares; 2025Q3: 2,940 shares; 2025Q4: 1,401 shares 1,401 $33K <0.01% -1,539 Timeline XSD 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: 105 shares; 2024Q4: 105 shares; 2025Q1: 105 shares; 2025Q2: 105 shares; 2025Q3: not reported; 2025Q4: 105 shares 105 $33K <0.01% new Timeline RRR RED ROCK RESORTS INC More: the full row for RED ROCK RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 531 shares; 2024Q4: 534 shares; 2025Q1: 537 shares; 2025Q2: 540 shares; 2025Q3: 542 shares; 2025Q4: 544 shares 544 $33K <0.01% +2 Timeline WMK WEIS MKTS INC More: the full row for WEIS MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares 500 $32K <0.01% 0 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43 shares; 2024Q4: 443 shares; 2025Q1: 514 shares; 2025Q2: 443 shares; 2025Q3: 433 shares; 2025Q4: 443 shares 443 $32K <0.01% +10 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: 415 shares; 2024Q4: 247 shares; 2025Q1: 251 shares; 2025Q2: 173 shares; 2025Q3: 172 shares; 2025Q4: 178 shares 178 $32K <0.01% +6 Timeline PSI 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: 33,968 shares; 2024Q4: 30,051 shares; 2025Q1: 2,071 shares; 2025Q2: 2,071 shares; 2025Q3: 344 shares; 2025Q4: 417 shares 417 $32K <0.01% +73 Timeline NLR 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: 94 shares; 2024Q4: 146 shares; 2025Q1: 146 shares; 2025Q2: 161 shares; 2025Q3: 261 shares; 2025Q4: 261 shares 261 $32K <0.01% 0 Timeline KBE 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: 528 shares; 2024Q4: 528 shares; 2025Q1: 528 shares; 2025Q2: 528 shares; 2025Q3: 528 shares; 2025Q4: 528 shares 528 $32K <0.01% 0 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55 shares; 2024Q4: 55 shares; 2025Q1: 56 shares; 2025Q2: 56 shares; 2025Q3: 56 shares; 2025Q4: 56 shares 56 $31K <0.01% 0 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: 42 shares; 2024Q4: 84 shares; 2025Q1: 91 shares; 2025Q2: 84 shares; 2025Q3: 84 shares; 2025Q4: 341 shares 341 $31K <0.01% +257 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119 shares; 2024Q4: 119 shares; 2025Q1: 220 shares; 2025Q2: 234 shares; 2025Q3: 235 shares; 2025Q4: 235 shares 235 $31K <0.01% 0 Timeline REET 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: 2,374 shares; 2025Q2: 1,203 shares; 2025Q3: 1,203 shares; 2025Q4: 1,203 shares 1,203 $30K <0.01% 0 Timeline SNX TD SYNNEX CORPORATION More: the full row for TD SYNNEX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 202 shares; 2024Q4: 202 shares; 2025Q1: 202 shares; 2025Q2: 202 shares; 2025Q3: 202 shares; 2025Q4: 202 shares 202 $30K <0.01% 0 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: 262 shares; 2024Q4: 262 shares; 2025Q1: 262 shares; 2025Q2: 264 shares; 2025Q3: 287 shares; 2025Q4: 286 shares 286 $30K <0.01% -1 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: 172 shares; 2024Q4: 172 shares; 2025Q1: 176 shares; 2025Q2: 172 shares; 2025Q3: 174 shares; 2025Q4: 181 shares 181 $29K <0.01% +7 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,422 shares; 2024Q4: 1,422 shares; 2025Q1: 1,523 shares; 2025Q2: 1,522 shares; 2025Q3: 1,220 shares; 2025Q4: 1,208 shares 1,208 $29K <0.01% -12 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20 shares; 2024Q4: 189 shares; 2025Q1: 833 shares; 2025Q2: 921 shares; 2025Q3: 323 shares; 2025Q4: 332 shares 332 $29K <0.01% +9 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,957 shares; 2024Q4: 19,063 shares; 2025Q1: 19,419 shares; 2025Q2: 19,441 shares; 2025Q3: 485 shares; 2025Q4: 259 shares 259 $28K <0.01% -226 Timeline RFG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 540 shares; 2024Q4: 540 shares; 2025Q1: 540 shares; 2025Q2: 540 shares; 2025Q3: 540 shares; 2025Q4: 540 shares 540 $28K <0.01% 0 Timeline FLS FLOWSERVE CORP More: the full row for FLOWSERVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 405 shares; 2024Q4: 405 shares; 2025Q1: 405 shares; 2025Q2: 405 shares; 2025Q3: 405 shares; 2025Q4: 405 shares 405 $28K <0.01% 0 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 349 shares; 2024Q4: 238 shares; 2025Q1: 233 shares; 2025Q2: 235 shares; 2025Q3: 226 shares; 2025Q4: 219 shares 219 $27K <0.01% -7 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,596 shares; 2024Q4: 1,852 shares; 2025Q1: 660 shares; 2025Q2: 287 shares; 2025Q3: 278 shares; 2025Q4: 278 shares 278 $26K <0.01% 0 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares 400 $26K <0.01% 0 Timeline RZV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,035 shares; 2024Q4: 1,089 shares; 2025Q1: 781 shares; 2025Q2: 222 shares; 2025Q3: 222 shares; 2025Q4: 222 shares 222 $26K <0.01% 0 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: 59 shares; 2024Q4: 59 shares; 2025Q1: 59 shares; 2025Q2: 59 shares; 2025Q3: 59 shares; 2025Q4: 259 shares 259 $25K <0.01% +200 Timeline IHI 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: 555 shares; 2024Q4: 507 shares; 2025Q1: 507 shares; 2025Q2: 507 shares; 2025Q3: 410 shares; 2025Q4: 416 shares 416 $25K <0.01% +6 Timeline FNDE 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: 960 shares; 2024Q4: 856 shares; 2025Q1: 841 shares; 2025Q2: 841 shares; 2025Q3: 802 shares; 2025Q4: 716 shares 716 $25K <0.01% -86 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12 shares; 2024Q4: 12 shares; 2025Q1: 12 shares; 2025Q2: 12 shares; 2025Q3: not reported; 2025Q4: 12 shares 12 $25K <0.01% new Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 541 shares; 2024Q4: 613 shares; 2025Q1: 763 shares; 2025Q2: 232 shares; 2025Q3: 232 shares; 2025Q4: 232 shares 232 $25K <0.01% 0 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,918 shares; 2024Q4: 402 shares; 2025Q1: 291 shares; 2025Q2: 117 shares; 2025Q3: 117 shares; 2025Q4: 76 shares 76 $25K <0.01% -41 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 766 shares; 2024Q4: 737 shares; 2025Q1: 588 shares; 2025Q2: 657 shares; 2025Q3: 664 shares; 2025Q4: 876 shares 876 $25K <0.01% +212 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 511 shares; 2025Q2: 511 shares; 2025Q3: 511 shares; 2025Q4: 511 shares 511 $25K <0.01% 0 Timeline BEP BROOKFIELD RENEWABLE ENERGY More: the full row for BROOKFIELD RENEWABLE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 940 shares; 2024Q4: 940 shares; 2025Q1: 940 shares; 2025Q2: 940 shares; 2025Q3: 940 shares; 2025Q4: 940 shares 940 $25K <0.01% 0 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: 305 shares; 2024Q4: 275 shares; 2025Q1: 245 shares; 2025Q2: 245 shares; 2025Q3: 90 shares; 2025Q4: 245 shares 245 $25K <0.01% +155 Timeline SMLV 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: 191 shares; 2024Q4: 191 shares; 2025Q1: 191 shares; 2025Q2: 191 shares; 2025Q3: 51 shares; 2025Q4: 191 shares 191 $25K <0.01% +140 Timeline SPYD 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: 31 shares; 2024Q4: 31 shares; 2025Q1: 575 shares; 2025Q2: 575 shares; 2025Q3: 576 shares; 2025Q4: 576 shares 576 $24K <0.01% 0 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72 shares; 2024Q4: 472 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares 400 $24K <0.01% 0 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: 438 shares; 2024Q4: 438 shares; 2025Q1: 2,641 shares; 2025Q2: 522 shares; 2025Q3: 438 shares; 2025Q4: 438 shares 438 $23K <0.01% 0 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS 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: 850 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares 600 $23K <0.01% 0 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 310 shares; 2024Q4: 310 shares; 2025Q1: 313 shares; 2025Q2: 310 shares; 2025Q3: 316 shares; 2025Q4: 332 shares 332 $23K <0.01% +16 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: 380 shares; 2024Q4: 385 shares; 2025Q1: 390 shares; 2025Q2: 391 shares; 2025Q3: 394 shares; 2025Q4: 410 shares 410 $23K <0.01% +16 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 66 shares; 2025Q1: 125 shares; 2025Q2: 147 shares; 2025Q3: 147 shares; 2025Q4: 147 shares 147 $23K <0.01% 0 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 275 shares; 2024Q4: 275 shares; 2025Q1: 581 shares; 2025Q2: 581 shares; 2025Q3: 411 shares; 2025Q4: 411 shares 411 $23K <0.01% 0 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,352 shares; 2024Q4: 1,357 shares; 2025Q1: 1,210 shares; 2025Q2: 1,150 shares; 2025Q3: 1,150 shares; 2025Q4: 1,150 shares 1,150 $23K <0.01% 0 Timeline STOK STOKE THERAPEUTICS INC More: the full row for STOKE THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 750 shares; 2025Q1: 750 shares; 2025Q2: 750 shares; 2025Q3: 750 shares; 2025Q4: 750 shares 750 $23K <0.01% 0 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares 500 $22K <0.01% 0 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 299 shares; 2024Q4: 299 shares; 2025Q1: 303 shares; 2025Q2: 301 shares; 2025Q3: 304 shares; 2025Q4: 304 shares 304 $22K <0.01% 0 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50 shares; 2024Q4: 300 shares; 2025Q1: 410 shares; 2025Q2: 285 shares; 2025Q3: 285 shares; 2025Q4: 285 shares 285 $22K <0.01% 0 Timeline CVSA COVISTA INC More: the full row for COVISTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 217 shares; 2025Q1: 217 shares; 2025Q2: 217 shares; 2025Q3: not reported; 2025Q4: 217 shares 217 $22K <0.01% new Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 195 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 88 shares; 2025Q3: 188 shares; 2025Q4: 189 shares 189 $21K <0.01% +1 Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,291 shares; 2024Q4: 854 shares; 2025Q1: 763 shares; 2025Q2: 317 shares; 2025Q3: 277 shares; 2025Q4: 242 shares 242 $21K <0.01% -35 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: 241 shares; 2024Q4: 313 shares; 2025Q1: 325 shares; 2025Q2: 308 shares; 2025Q3: 78 shares; 2025Q4: 88 shares 88 $20K <0.01% +10 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: 105 shares; 2024Q4: not reported; 2025Q1: 680 shares; 2025Q2: not reported; 2025Q3: 278 shares; 2025Q4: 256 shares 256 $20K <0.01% -22 Timeline