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: 1,222,778 shares; 2024Q4: 1,315,696 shares; 2025Q1: 1,443,881 shares; 2025Q2: 1,449,416 shares; 2025Q3: 1,514,464 shares; 2025Q4: 1,581,258 shares 1,581,258 $302M 11.94% +66,794 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: 469,740 shares; 2024Q4: 499,584 shares; 2025Q1: 537,277 shares; 2025Q2: 558,569 shares; 2025Q3: 570,283 shares; 2025Q4: 591,692 shares 591,692 $289M 11.41% +21,409 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: 596,894 shares; 2024Q4: 591,369 shares; 2025Q1: 590,658 shares; 2025Q2: 593,071 shares; 2025Q3: 582,748 shares; 2025Q4: 570,836 shares 570,836 $270M 10.68% -11,912 Timeline IXUS 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: 2,635,743 shares; 2024Q4: 2,765,413 shares; 2025Q1: 2,665,074 shares; 2025Q2: 2,604,706 shares; 2025Q3: 2,665,460 shares; 2025Q4: 2,754,129 shares 2,754,129 $233M 9.21% +88,669 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: 856,548 shares; 2024Q4: 850,844 shares; 2025Q1: 869,533 shares; 2025Q2: 892,418 shares; 2025Q3: 891,065 shares; 2025Q4: 880,945 shares 880,945 $185M 7.32% -10,120 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: 510,483 shares; 2024Q4: 509,135 shares; 2025Q1: 489,812 shares; 2025Q2: 548,128 shares; 2025Q3: 542,082 shares; 2025Q4: 538,486 shares 538,486 $65.6M 2.59% -3,596 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: 89,337 shares; 2024Q4: 88,832 shares; 2025Q1: 88,103 shares; 2025Q2: 86,405 shares; 2025Q3: 85,968 shares; 2025Q4: 84,986 shares 84,986 $58M 2.29% -982 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: 375,322 shares; 2024Q4: 366,063 shares; 2025Q1: 353,240 shares; 2025Q2: 350,620 shares; 2025Q3: 344,948 shares; 2025Q4: 337,278 shares 337,278 $48.4M 1.91% -7,670 Timeline IGF 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: 550,324 shares; 2024Q4: 925,897 shares; 2025Q1: 659,055 shares; 2025Q2: 648,780 shares; 2025Q3: 633,153 shares; 2025Q4: 677,221 shares 677,221 $41.6M 1.64% +44,068 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 236,402 shares; 2024Q4: 232,917 shares; 2025Q1: 221,928 shares; 2025Q2: 219,355 shares; 2025Q3: 218,385 shares; 2025Q4: 206,914 shares 206,914 $37.5M 1.48% -11,471 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: 1,161,041 shares; 2024Q4: 1,174,659 shares; 2025Q1: 972,983 shares; 2025Q2: 859,205 shares; 2025Q3: 735,091 shares; 2025Q4: 724,138 shares 724,138 $36.4M 1.44% -10,953 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: 95,627 shares; 2024Q4: 96,476 shares; 2025Q1: 93,624 shares; 2025Q2: 93,198 shares; 2025Q3: 91,968 shares; 2025Q4: 116,557 shares 116,557 $35.2M 1.39% +24,589 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: 172,343 shares; 2024Q4: 172,974 shares; 2025Q1: 168,213 shares; 2025Q2: 167,804 shares; 2025Q3: 166,158 shares; 2025Q4: 162,374 shares 162,374 $34.4M 1.36% -3,784 Timeline IWV 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: 91,680 shares; 2024Q4: 91,536 shares; 2025Q1: 92,084 shares; 2025Q2: 92,577 shares; 2025Q3: 87,925 shares; 2025Q4: 82,402 shares 82,402 $31.9M 1.26% -5,523 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: 201,703 shares; 2024Q4: 200,559 shares; 2025Q1: 112,859 shares; 2025Q2: 112,665 shares; 2025Q3: 115,765 shares; 2025Q4: 112,446 shares 112,446 $30.6M 1.21% -3,319 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: 199,297 shares; 2024Q4: 199,270 shares; 2025Q1: 200,284 shares; 2025Q2: 200,195 shares; 2025Q3: 199,078 shares; 2025Q4: 199,089 shares 199,089 $28.2M 1.11% +11 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 181,518 shares; 2025Q3: 166,664 shares; 2025Q4: 164,420 shares 164,420 $27.6M 1.09% -2,244 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 248,467 shares; 2025Q1: 470,348 shares; 2025Q2: 533,201 shares; 2025Q3: 487,339 shares; 2025Q4: 542,489 shares 542,489 $27.4M 1.08% +55,150 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: 91,918 shares; 2024Q4: 92,534 shares; 2025Q1: 51,127 shares; 2025Q2: 50,866 shares; 2025Q3: 52,887 shares; 2025Q4: 52,909 shares 52,909 $25.6M 1.01% +22 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: 37,070 shares; 2024Q4: 36,075 shares; 2025Q1: 41,271 shares; 2025Q2: 37,334 shares; 2025Q3: 41,787 shares; 2025Q4: 40,437 shares 40,437 $25.4M 1% -1,350 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: 35,586 shares; 2024Q4: 35,256 shares; 2025Q1: 34,577 shares; 2025Q2: 34,036 shares; 2025Q3: 36,892 shares; 2025Q4: 36,720 shares 36,720 $25.2M 0.99% -172 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: 144,142 shares; 2024Q4: 72,495 shares; 2025Q1: 69,959 shares; 2025Q2: 69,951 shares; 2025Q3: 70,023 shares; 2025Q4: 70,013 shares 70,013 $24.6M 0.97% -10 Timeline IUSV 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: 263,908 shares; 2025Q3: 242,418 shares; 2025Q4: 239,937 shares 239,937 $24.6M 0.97% -2,481 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: 343,462 shares; 2024Q4: 355,064 shares; 2025Q1: 282,166 shares; 2025Q2: 223,576 shares; 2025Q3: 224,664 shares; 2025Q4: 217,705 shares 217,705 $23.3M 0.92% -6,959 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,114 shares; 2024Q4: 78,475 shares; 2025Q1: 70,383 shares; 2025Q2: 68,351 shares; 2025Q3: 67,930 shares; 2025Q4: 65,597 shares 65,597 $21.2M 0.84% -2,333 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,143 shares; 2024Q4: 35,333 shares; 2025Q1: 35,034 shares; 2025Q2: 30,898 shares; 2025Q3: 33,618 shares; 2025Q4: 32,643 shares 32,643 $19.7M 0.78% -975 Timeline FCF FIRST COMWLTH FINL CORP PA More: the full row for FIRST COMWLTH FINL CORP PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,204,858 shares; 2024Q4: 1,204,858 shares; 2025Q1: 1,204,858 shares; 2025Q2: 1,204,858 shares; 2025Q3: 1,204,948 shares; 2025Q4: 1,151,545 shares 1,151,545 $19.4M 0.77% -53,403 Timeline VONV 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: 165,526 shares; 2024Q4: 159,416 shares; 2025Q1: 149,904 shares; 2025Q2: 218,735 shares; 2025Q3: 207,376 shares; 2025Q4: 204,555 shares 204,555 $18.9M 0.75% -2,821 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: 87,871 shares; 2024Q4: 87,707 shares; 2025Q1: 62,261 shares; 2025Q2: 61,761 shares; 2025Q3: 61,996 shares; 2025Q4: 59,076 shares 59,076 $18.5M 0.73% -2,920 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: 45,692 shares; 2024Q4: 91,236 shares; 2025Q1: 37,310 shares; 2025Q2: 32,947 shares; 2025Q3: 32,236 shares; 2025Q4: 33,462 shares 33,462 $16.8M 0.66% +1,226 Timeline CWB 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: 203,494 shares; 2024Q4: 205,316 shares; 2025Q1: 201,420 shares; 2025Q2: 200,274 shares; 2025Q3: 190,822 shares; 2025Q4: 186,814 shares 186,814 $16.7M 0.66% -4,008 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: 29,352 shares; 2024Q4: 29,482 shares; 2025Q1: 37,342 shares; 2025Q2: 37,996 shares; 2025Q3: 38,807 shares; 2025Q4: 39,336 shares 39,336 $13.2M 0.52% +529 Timeline CBU COMMUNITY FINANCIAL SYSTEM I More: the full row for COMMUNITY FINANCIAL SYSTEM I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 228,070 shares; 2024Q4: 228,070 shares; 2025Q1: 212,820 shares; 2025Q2: 216,121 shares; 2025Q3: 210,242 shares; 2025Q4: 210,242 shares 210,242 $12.1M 0.48% 0 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: 150,000 shares; 2024Q4: 450,000 shares; 2025Q1: 450,000 shares; 2025Q2: 450,000 shares; 2025Q3: 450,000 shares; 2025Q4: 450,000 shares 450,000 $11.8M 0.47% 0 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 203,918 shares; 2024Q4: 199,327 shares; 2025Q1: 197,518 shares; 2025Q2: 193,277 shares; 2025Q3: 178,980 shares; 2025Q4: 170,091 shares 170,091 $11.2M 0.44% -8,889 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: 222,868 shares; 2024Q4: 172,700 shares; 2025Q1: 43,746 shares; 2025Q2: 43,896 shares; 2025Q3: 41,808 shares; 2025Q4: 59,254 shares 59,254 $11.1M 0.44% +17,446 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: 73,705 shares; 2024Q4: 74,413 shares; 2025Q1: 34,548 shares; 2025Q2: 34,274 shares; 2025Q3: 35,433 shares; 2025Q4: 33,142 shares 33,142 $10.4M 0.41% -2,291 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: 26,964 shares; 2024Q4: 27,030 shares; 2025Q1: 15,929 shares; 2025Q2: 15,915 shares; 2025Q3: 16,531 shares; 2025Q4: 15,601 shares 15,601 $10.3M 0.41% -930 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: 92,803 shares; 2024Q4: 93,337 shares; 2025Q1: 42,390 shares; 2025Q2: 42,194 shares; 2025Q3: 43,408 shares; 2025Q4: 42,210 shares 42,210 $9.74M 0.39% -1,198 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,856 shares; 2024Q4: 107,219 shares; 2025Q1: 101,394 shares; 2025Q2: 102,234 shares; 2025Q3: 102,921 shares; 2025Q4: 102,892 shares 102,892 $9.2M 0.36% -29 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: 503,751 shares; 2024Q4: 499,037 shares; 2025Q1: 391,493 shares; 2025Q2: 382,996 shares; 2025Q3: 359,807 shares; 2025Q4: 358,847 shares 358,847 $8.95M 0.35% -960 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: 140,215 shares; 2024Q4: 143,746 shares; 2025Q1: 141,132 shares; 2025Q2: 138,451 shares; 2025Q3: 141,957 shares; 2025Q4: 142,481 shares 142,481 $8.9M 0.35% +524 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: 134,884 shares; 2024Q4: 136,145 shares; 2025Q1: 113,133 shares; 2025Q2: 113,092 shares; 2025Q3: 113,004 shares; 2025Q4: 113,258 shares 113,258 $8.72M 0.34% +254 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: 14,039 shares; 2024Q4: 14,113 shares; 2025Q1: 7,779 shares; 2025Q2: 7,735 shares; 2025Q3: 7,849 shares; 2025Q4: 7,950 shares 7,950 $8.54M 0.34% +101 Timeline VT 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: 40,221 shares; 2024Q4: 42,476 shares; 2025Q1: 46,196 shares; 2025Q2: 46,990 shares; 2025Q3: 52,808 shares; 2025Q4: 55,508 shares 55,508 $7.83M 0.31% +2,700 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: 51,026 shares; 2024Q4: 101,538 shares; 2025Q1: 48,966 shares; 2025Q2: 53,954 shares; 2025Q3: 54,058 shares; 2025Q4: 49,178 shares 49,178 $7.58M 0.3% -4,880 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: 18,060 shares; 2024Q4: 36,222 shares; 2025Q1: 34,688 shares; 2025Q2: 34,099 shares; 2025Q3: 34,399 shares; 2025Q4: 36,241 shares 36,241 $6.68M 0.26% +1,842 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: 46,109 shares; 2024Q4: 47,832 shares; 2025Q1: 23,488 shares; 2025Q2: 22,796 shares; 2025Q3: 23,129 shares; 2025Q4: 20,661 shares 20,661 $6.66M 0.26% -2,468 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: 33,672 shares; 2024Q4: 37,602 shares; 2025Q1: 28,155 shares; 2025Q2: 27,939 shares; 2025Q3: 28,571 shares; 2025Q4: 29,073 shares 29,073 $6.64M 0.26% +502 Timeline IWY 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: 21,694 shares; 2024Q4: 21,694 shares; 2025Q1: 21,694 shares; 2025Q2: 21,694 shares; 2025Q3: 21,501 shares; 2025Q4: 22,161 shares 22,161 $6.14M 0.24% +660 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: 79,837 shares; 2024Q4: 79,683 shares; 2025Q1: 51,608 shares; 2025Q2: 51,174 shares; 2025Q3: 52,621 shares; 2025Q4: 51,007 shares 51,007 $5.69M 0.23% -1,614 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,560 shares; 2024Q4: 39,800 shares; 2025Q1: 28,896 shares; 2025Q2: 27,520 shares; 2025Q3: 25,700 shares; 2025Q4: 25,844 shares 25,844 $5.35M 0.21% +144 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: 17,017 shares; 2024Q4: 16,852 shares; 2025Q1: 16,381 shares; 2025Q2: 16,307 shares; 2025Q3: 16,137 shares; 2025Q4: 14,194 shares 14,194 $5.3M 0.21% -1,943 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: 20,748 shares; 2024Q4: 20,972 shares; 2025Q1: 20,024 shares; 2025Q2: 17,969 shares; 2025Q3: 20,169 shares; 2025Q4: 20,187 shares 20,187 $5.21M 0.21% +18 Timeline RWO 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: 194,741 shares; 2024Q4: 191,247 shares; 2025Q1: 127,359 shares; 2025Q2: 123,099 shares; 2025Q3: 116,719 shares; 2025Q4: 115,063 shares 115,063 $5.18M 0.2% -1,656 Timeline MSA MSA SAFETY INC More: the full row for MSA SAFETY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,013 shares; 2024Q4: 43,014 shares; 2025Q1: 41,993 shares; 2025Q2: 34,610 shares; 2025Q3: 32,505 shares; 2025Q4: 31,531 shares 31,531 $5.05M 0.2% -974 Timeline STBA S & T BANCORP INC More: the full row for S & T BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 146,558 shares; 2024Q4: 146,558 shares; 2025Q1: 146,558 shares; 2025Q2: 129,058 shares; 2025Q3: 129,066 shares; 2025Q4: 127,474 shares 127,474 $5.02M 0.2% -1,592 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: 83,832 shares; 2024Q4: 85,072 shares; 2025Q1: 92,202 shares; 2025Q2: 92,069 shares; 2025Q3: 95,171 shares; 2025Q4: 92,432 shares 92,432 $4.97M 0.2% -2,739 Timeline BILS 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: 156,659 shares; 2024Q4: 84,783 shares; 2025Q1: 72,698 shares; 2025Q2: 63,010 shares; 2025Q3: 49,830 shares; 2025Q4: 45,719 shares 45,719 $4.54M 0.18% -4,111 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: 34,610 shares; 2024Q4: 33,013 shares; 2025Q1: 25,630 shares; 2025Q2: 25,603 shares; 2025Q3: 25,738 shares; 2025Q4: 25,523 shares 25,523 $4.37M 0.17% -215 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: 33,402 shares; 2024Q4: 33,817 shares; 2025Q1: 34,563 shares; 2025Q2: 34,413 shares; 2025Q3: 44,443 shares; 2025Q4: 35,202 shares 35,202 $4.23M 0.17% -9,241 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: 17,343 shares; 2024Q4: 17,010 shares; 2025Q1: 13,041 shares; 2025Q2: 12,989 shares; 2025Q3: 12,860 shares; 2025Q4: 12,909 shares 12,909 $4.23M 0.17% +49 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: 21,144 shares; 2024Q4: 21,414 shares; 2025Q1: 16,848 shares; 2025Q2: 16,621 shares; 2025Q3: 16,683 shares; 2025Q4: 16,571 shares 16,571 $3.77M 0.15% -112 Timeline SUN SUNOCO LP/SUNOCO FIN CORP More: the full row for SUNOCO LP/SUNOCO FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120,000 shares; 2024Q4: 71,000 shares; 2025Q1: 71,000 shares; 2025Q2: 71,000 shares; 2025Q3: 71,000 shares; 2025Q4: 71,000 shares 71,000 $3.72M 0.15% 0 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: 4,510 shares; 2024Q4: 4,578 shares; 2025Q1: 5,491 shares; 2025Q2: 5,649 shares; 2025Q3: 5,853 shares; 2025Q4: 4,904 shares 4,904 $3.7M 0.15% -949 Timeline SCZ 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: 16,679 shares; 2024Q4: 81,143 shares; 2025Q1: 43,078 shares; 2025Q2: 43,955 shares; 2025Q3: 43,606 shares; 2025Q4: 47,338 shares 47,338 $3.67M 0.15% +3,732 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: 42,337 shares; 2024Q4: 42,517 shares; 2025Q1: 26,786 shares; 2025Q2: 26,031 shares; 2025Q3: 25,046 shares; 2025Q4: 25,364 shares 25,364 $3.63M 0.14% +318 Timeline CPB THE CAMPBELLS COMPANY More: the full row for THE CAMPBELLS COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 131,561 shares; 2024Q4: 135,201 shares; 2025Q1: 130,351 shares; 2025Q2: 130,351 shares; 2025Q3: 130,351 shares; 2025Q4: 130,390 shares 130,390 $3.63M 0.14% +39 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: 50,503 shares; 2024Q4: 51,110 shares; 2025Q1: 29,693 shares; 2025Q2: 29,227 shares; 2025Q3: 30,097 shares; 2025Q4: 29,109 shares 29,109 $3.5M 0.14% -988 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: 23,623 shares; 2024Q4: 48,224 shares; 2025Q1: 7,991 shares; 2025Q2: 7,967 shares; 2025Q3: 10,176 shares; 2025Q4: 9,592 shares 9,592 $3.32M 0.13% -584 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: 19,166 shares; 2024Q4: 19,352 shares; 2025Q1: 9,216 shares; 2025Q2: 9,067 shares; 2025Q3: 9,325 shares; 2025Q4: 9,256 shares 9,256 $3.25M 0.13% -69 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: 45,865 shares; 2024Q4: 44,462 shares; 2025Q1: 39,019 shares; 2025Q2: 36,318 shares; 2025Q3: 36,226 shares; 2025Q4: 36,263 shares 36,263 $3.21M 0.13% +37 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: 16,380 shares; 2024Q4: 16,363 shares; 2025Q1: 5,182 shares; 2025Q2: 5,500 shares; 2025Q3: 7,356 shares; 2025Q4: 6,464 shares 6,464 $2.91M 0.11% -892 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 34,131 shares; 2025Q4: 35,091 shares 35,091 $2.85M 0.11% +960 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: 3,820 shares; 2024Q4: 3,843 shares; 2025Q1: 3,618 shares; 2025Q2: 3,595 shares; 2025Q3: 3,646 shares; 2025Q4: 18,280 shares 18,280 $2.8M 0.11% +14,634 Timeline UBSI UNITED BANKSHARES INC WEST V More: the full row for UNITED BANKSHARES INC WEST V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,414 shares; 2024Q4: 77,894 shares; 2025Q1: 77,341 shares; 2025Q2: 77,341 shares; 2025Q3: 77,341 shares; 2025Q4: 72,399 shares 72,399 $2.79M 0.11% -4,942 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: 22,427 shares; 2024Q4: 21,551 shares; 2025Q1: 13,704 shares; 2025Q2: 14,812 shares; 2025Q3: 14,812 shares; 2025Q4: 15,168 shares 15,168 $2.78M 0.11% +356 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,211 shares; 2024Q4: 28,082 shares; 2025Q1: 27,734 shares; 2025Q2: 29,479 shares; 2025Q3: 29,479 shares; 2025Q4: 58,958 shares 58,958 $2.64M 0.1% +29,479 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: 16,327 shares; 2024Q4: 16,672 shares; 2025Q1: 13,533 shares; 2025Q2: 13,300 shares; 2025Q3: 13,644 shares; 2025Q4: 13,343 shares 13,343 $2.6M 0.1% -301 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: 60,720 shares; 2024Q4: 60,423 shares; 2025Q1: 37,900 shares; 2025Q2: 36,568 shares; 2025Q3: 36,568 shares; 2025Q4: 36,566 shares 36,566 $2.56M 0.1% -2 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,763 shares; 2024Q4: 98,700 shares; 2025Q1: 91,655 shares; 2025Q2: 91,525 shares; 2025Q3: 91,525 shares; 2025Q4: 91,525 shares 91,525 $2.34M 0.09% 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: 21,928 shares; 2024Q4: 21,863 shares; 2025Q1: 18,148 shares; 2025Q2: 15,884 shares; 2025Q3: 15,902 shares; 2025Q4: 15,295 shares 15,295 $2.33M 0.09% -607 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: 31,890 shares; 2024Q4: 35,264 shares; 2025Q1: 46,249 shares; 2025Q2: 42,030 shares; 2025Q3: 30,810 shares; 2025Q4: 23,129 shares 23,129 $2.31M 0.09% -7,681 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,607 shares; 2024Q4: 3,724 shares; 2025Q1: 3,897 shares; 2025Q2: 3,929 shares; 2025Q3: 4,092 shares; 2025Q4: 3,677 shares 3,677 $2.26M 0.09% -415 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: 12,016 shares; 2024Q4: 12,482 shares; 2025Q1: 7,354 shares; 2025Q2: 7,056 shares; 2025Q3: 7,596 shares; 2025Q4: 7,328 shares 7,328 $2.24M 0.09% -268 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,241 shares; 2024Q4: 11,028 shares; 2025Q1: 13,341 shares; 2025Q2: 13,326 shares; 2025Q3: 23,576 shares; 2025Q4: 22,238 shares 22,238 $2.14M 0.08% -1,338 Timeline CBFV CB FINL SVCS INC More: the full row for CB FINL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,306 shares; 2024Q4: 120,612 shares; 2025Q1: 60,306 shares; 2025Q2: 60,306 shares; 2025Q3: 60,306 shares; 2025Q4: 60,306 shares 60,306 $2.1M 0.08% 0 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: 16,007 shares; 2024Q4: 16,067 shares; 2025Q1: 15,319 shares; 2025Q2: 15,319 shares; 2025Q3: 15,319 shares; 2025Q4: 15,319 shares 15,319 $2.08M 0.08% 0 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,264 shares; 2024Q4: 28,546 shares; 2025Q1: 27,966 shares; 2025Q2: 26,836 shares; 2025Q3: 27,491 shares; 2025Q4: 27,520 shares 27,520 $2.08M 0.08% +29 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: 4,829 shares; 2024Q4: 9,794 shares; 2025Q1: 3,608 shares; 2025Q2: 3,608 shares; 2025Q3: 3,608 shares; 2025Q4: 3,567 shares 3,567 $2.04M 0.08% -41 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: 20,061 shares; 2024Q4: 20,030 shares; 2025Q1: 16,427 shares; 2025Q2: 16,427 shares; 2025Q3: 16,686 shares; 2025Q4: 16,227 shares 16,227 $2.04M 0.08% -459 Timeline WPC WP CAREY INC More: the full row for WP CAREY 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: 30,074 shares; 2025Q2: 30,074 shares; 2025Q3: 30,074 shares; 2025Q4: 30,074 shares 30,074 $1.94M 0.08% 0 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: 5,083 shares; 2024Q4: 4,886 shares; 2025Q1: 4,196 shares; 2025Q2: 4,181 shares; 2025Q3: 4,300 shares; 2025Q4: 4,184 shares 4,184 $1.9M 0.07% -116 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: 7,511 shares; 2024Q4: 7,773 shares; 2025Q1: 3,178 shares; 2025Q2: 3,130 shares; 2025Q3: 3,429 shares; 2025Q4: 3,178 shares 3,178 $1.81M 0.07% -251 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: 12,727 shares; 2024Q4: 12,821 shares; 2025Q1: 8,470 shares; 2025Q2: 8,391 shares; 2025Q3: 8,266 shares; 2025Q4: 8,132 shares 8,132 $1.79M 0.07% -134 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,484 shares; 2024Q4: 12,496 shares; 2025Q1: 9,616 shares; 2025Q2: 9,616 shares; 2025Q3: 9,616 shares; 2025Q4: 9,616 shares 9,616 $1.77M 0.07% 0 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,898 shares; 2024Q4: 5,879 shares; 2025Q1: 5,781 shares; 2025Q2: 6,189 shares; 2025Q3: 6,975 shares; 2025Q4: 7,182 shares 7,182 $1.77M 0.07% +207 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: 5,401 shares; 2024Q4: 5,404 shares; 2025Q1: 5,452 shares; 2025Q2: 5,266 shares; 2025Q3: 5,360 shares; 2025Q4: 5,610 shares 5,610 $1.77M 0.07% +250 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: 27,667 shares; 2024Q4: 27,997 shares; 2025Q1: 11,544 shares; 2025Q2: 11,577 shares; 2025Q3: 11,494 shares; 2025Q4: 9,019 shares 9,019 $1.76M 0.07% -2,475 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: 73,624 shares; 2024Q4: 73,486 shares; 2025Q1: 58,119 shares; 2025Q2: 58,119 shares; 2025Q3: 59,536 shares; 2025Q4: 56,347 shares 56,347 $1.68M 0.07% -3,189 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,230 shares; 2024Q4: 11,155 shares; 2025Q1: 12,684 shares; 2025Q2: 10,747 shares; 2025Q3: 10,458 shares; 2025Q4: 10,458 shares 10,458 $1.62M 0.06% 0 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,306 shares; 2024Q4: 8,306 shares; 2025Q1: 8,018 shares; 2025Q2: 8,018 shares; 2025Q3: 8,018 shares; 2025Q4: 8,018 shares 8,018 $1.62M 0.06% 0 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: 2,580 shares; 2024Q4: 2,766 shares; 2025Q1: 2,806 shares; 2025Q2: 3,149 shares; 2025Q3: 4,049 shares; 2025Q4: 4,050 shares 4,050 $1.61M 0.06% +1 Timeline IWX 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: 17,308 shares; 2024Q4: 17,308 shares; 2025Q1: 17,308 shares; 2025Q2: 17,308 shares; 2025Q3: 17,308 shares; 2025Q4: 17,308 shares 17,308 $1.59M 0.06% 0 Timeline INSM INSMED INC More: the full row for INSMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,800 shares; 2025Q1: 8,800 shares; 2025Q2: 8,800 shares; 2025Q3: 8,800 shares; 2025Q4: 8,810 shares 8,810 $1.53M 0.06% +10 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: 4 shares; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares 2 $1.51M 0.06% 0 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: 430 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,842 shares; 2025Q4: 10,842 shares 10,842 $1.51M 0.06% 0 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,153 shares; 2024Q4: 8,439 shares; 2025Q1: 6,236 shares; 2025Q2: 5,777 shares; 2025Q3: 5,036 shares; 2025Q4: 5,034 shares 5,034 $1.49M 0.06% -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: 7,890 shares; 2024Q4: 6,576 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,269 shares; 2025Q4: 8,338 shares 8,338 $1.48M 0.06% +7,069 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: 18,230 shares; 2024Q4: 17,813 shares; 2025Q1: 10,661 shares; 2025Q2: 10,487 shares; 2025Q3: 10,924 shares; 2025Q4: 10,155 shares 10,155 $1.47M 0.06% -769 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: 536 shares; 2024Q4: 476 shares; 2025Q1: not reported; 2025Q2: 1,296 shares; 2025Q3: 1,336 shares; 2025Q4: 1,374 shares 1,374 $1.47M 0.06% +38 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: 31,257 shares; 2024Q4: 30,537 shares; 2025Q1: 15,611 shares; 2025Q2: 14,872 shares; 2025Q3: 14,707 shares; 2025Q4: 13,694 shares 13,694 $1.44M 0.06% -1,013 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: 22,686 shares; 2024Q4: 22,842 shares; 2025Q1: 11,472 shares; 2025Q2: 11,253 shares; 2025Q3: 11,809 shares; 2025Q4: 11,453 shares 11,453 $1.44M 0.06% -356 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: 38,722 shares; 2024Q4: 39,026 shares; 2025Q1: 36,364 shares; 2025Q2: 36,324 shares; 2025Q3: 36,264 shares; 2025Q4: 36,298 shares 36,298 $1.39M 0.06% +34 Timeline VIS 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: 4,202 shares; 2024Q4: 4,205 shares; 2025Q1: 4,207 shares; 2025Q2: 4,208 shares; 2025Q3: 4,510 shares; 2025Q4: 4,511 shares 4,511 $1.35M 0.05% +1 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: 7,535 shares; 2024Q4: 7,345 shares; 2025Q1: 6,992 shares; 2025Q2: 6,525 shares; 2025Q3: 6,525 shares; 2025Q4: 6,525 shares 6,525 $1.34M 0.05% 0 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,184 shares; 2024Q4: 80,208 shares; 2025Q1: 53,500 shares; 2025Q2: 52,324 shares; 2025Q3: 52,324 shares; 2025Q4: 53,156 shares 53,156 $1.32M 0.05% +832 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,202 shares; 2024Q4: 23,678 shares; 2025Q1: 17,728 shares; 2025Q2: 17,280 shares; 2025Q3: 19,656 shares; 2025Q4: 19,588 shares 19,588 $1.32M 0.05% -68 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,811 shares; 2024Q4: 8,840 shares; 2025Q1: 5,678 shares; 2025Q2: 5,619 shares; 2025Q3: 5,736 shares; 2025Q4: 6,429 shares 6,429 $1.31M 0.05% +693 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,503 shares; 2024Q4: 12,145 shares; 2025Q1: 12,145 shares; 2025Q2: 12,145 shares; 2025Q3: 12,145 shares; 2025Q4: 12,145 shares 12,145 $1.3M 0.05% 0 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: 37,072 shares; 2024Q4: 37,323 shares; 2025Q1: 29,437 shares; 2025Q2: 22,700 shares; 2025Q3: 22,530 shares; 2025Q4: 22,530 shares 22,530 $1.21M 0.05% 0 Timeline RBRK RUBRIK INC. More: the full row for RUBRIK 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: 3,853 shares; 2025Q2: 7,707 shares; 2025Q3: 15,635 shares; 2025Q4: 15,635 shares 15,635 $1.2M 0.05% 0 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: 23,494 shares; 2024Q4: 24,047 shares; 2025Q1: 14,264 shares; 2025Q2: 13,934 shares; 2025Q3: 15,473 shares; 2025Q4: 14,412 shares 14,412 $1.16M 0.05% -1,061 Timeline EFAV 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: 10,674 shares; 2024Q4: 10,764 shares; 2025Q1: 13,845 shares; 2025Q2: 13,482 shares; 2025Q3: 13,386 shares; 2025Q4: 13,386 shares 13,386 $1.15M 0.05% 0 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,810 shares; 2024Q4: 9,798 shares; 2025Q1: 3,612 shares; 2025Q2: 3,615 shares; 2025Q3: 4,325 shares; 2025Q4: 3,781 shares 3,781 $1.15M 0.05% -544 Timeline ATI ATI INC More: the full row for ATI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,917 shares; 2024Q4: 12,594 shares; 2025Q1: 12,453 shares; 2025Q2: 9,503 shares; 2025Q3: 9,503 shares; 2025Q4: 9,903 shares 9,903 $1.14M 0.04% +400 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: 56,535 shares; 2024Q4: 111,122 shares; 2025Q1: 13,595 shares; 2025Q2: 13,595 shares; 2025Q3: 14,122 shares; 2025Q4: 20,621 shares 20,621 $1.13M 0.04% +6,499 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: 3,033 shares; 2024Q4: 3,676 shares; 2025Q1: 1,464 shares; 2025Q2: 1,429 shares; 2025Q3: 1,373 shares; 2025Q4: 1,302 shares 1,302 $1.12M 0.04% -71 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: 13,534 shares; 2024Q4: 13,588 shares; 2025Q1: 6,745 shares; 2025Q2: 6,643 shares; 2025Q3: 7,510 shares; 2025Q4: 6,889 shares 6,889 $1.1M 0.04% -621 Timeline GII SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,770 shares; 2024Q4: 15,770 shares; 2025Q1: 15,770 shares; 2025Q2: 15,770 shares; 2025Q3: 15,770 shares; 2025Q4: 15,770 shares 15,770 $1.1M 0.04% 0 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: 8,403 shares; 2024Q4: 8,552 shares; 2025Q1: 4,542 shares; 2025Q2: 4,520 shares; 2025Q3: 4,528 shares; 2025Q4: 4,450 shares 4,450 $1.1M 0.04% -78 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,789 shares; 2024Q4: 12,789 shares; 2025Q1: 12,789 shares; 2025Q2: 12,789 shares; 2025Q3: 12,789 shares; 2025Q4: 25,578 shares 25,578 $1.09M 0.04% +12,789 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,035 shares; 2024Q4: 8,413 shares; 2025Q1: 5,023 shares; 2025Q2: 4,983 shares; 2025Q3: 4,895 shares; 2025Q4: 4,062 shares 4,062 $1.09M 0.04% -833 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: 19,305 shares; 2024Q4: 19,496 shares; 2025Q1: 20,575 shares; 2025Q2: 20,204 shares; 2025Q3: 20,961 shares; 2025Q4: 20,204 shares 20,204 $1.09M 0.04% -757 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,672 shares; 2024Q4: 9,672 shares; 2025Q1: 5,002 shares; 2025Q2: 5,002 shares; 2025Q3: 5,002 shares; 2025Q4: 5,002 shares 5,002 $1.06M 0.04% 0 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,881 shares; 2024Q4: 2,887 shares; 2025Q1: 2,088 shares; 2025Q2: 2,088 shares; 2025Q3: 2,049 shares; 2025Q4: 2,052 shares 2,052 $1.05M 0.04% +3 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,384 shares; 2024Q4: 7,284 shares; 2025Q1: 6,256 shares; 2025Q2: 6,234 shares; 2025Q3: 6,478 shares; 2025Q4: 6,898 shares 6,898 $1.05M 0.04% +420 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: 18,027 shares; 2024Q4: 17,778 shares; 2025Q1: 12,893 shares; 2025Q2: 12,793 shares; 2025Q3: 12,763 shares; 2025Q4: 12,786 shares 12,786 $1.04M 0.04% +23 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: 2,974 shares; 2024Q4: 3,151 shares; 2025Q1: 2,156 shares; 2025Q2: 2,113 shares; 2025Q3: 3,533 shares; 2025Q4: 3,597 shares 3,597 $1.04M 0.04% +64 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: 15,777 shares 15,777 $1.03M 0.04% new 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: 11,372 shares; 2024Q4: 10,950 shares; 2025Q1: 10,917 shares; 2025Q2: 10,917 shares; 2025Q3: 10,808 shares; 2025Q4: 10,602 shares 10,602 $1.02M 0.04% -206 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: 17,693 shares; 2024Q4: 17,922 shares; 2025Q1: 17,922 shares; 2025Q2: 17,922 shares; 2025Q3: 17,922 shares; 2025Q4: 17,922 shares 17,922 $1.02M 0.04% 0 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: 13,044 shares; 2024Q4: 13,535 shares; 2025Q1: 6,337 shares; 2025Q2: 6,750 shares; 2025Q3: 7,403 shares; 2025Q4: 6,553 shares 6,553 $1.01M 0.04% -850 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: 18,415 shares; 2024Q4: 11,625 shares; 2025Q1: 16,214 shares; 2025Q2: 17,595 shares; 2025Q3: 17,595 shares; 2025Q4: 17,595 shares 17,595 $964K 0.04% 0 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: 11,120 shares; 2024Q4: 9,641 shares; 2025Q1: 2,763 shares; 2025Q2: 2,613 shares; 2025Q3: 2,746 shares; 2025Q4: 2,781 shares 2,781 $957K 0.04% +35 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: 2,046 shares; 2024Q4: 2,063 shares; 2025Q1: 1,692 shares; 2025Q2: 1,677 shares; 2025Q3: 1,788 shares; 2025Q4: 1,677 shares 1,677 $956K 0.04% -111 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: 5,240 shares; 2024Q4: 5,274 shares; 2025Q1: 3,622 shares; 2025Q2: 3,622 shares; 2025Q3: 3,497 shares; 2025Q4: 3,297 shares 3,297 $952K 0.04% -200 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,235 shares; 2024Q4: 6,175 shares; 2025Q1: 5,630 shares; 2025Q2: 6,820 shares; 2025Q3: 10,398 shares; 2025Q4: 12,204 shares 12,204 $930K 0.04% +1,806 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: 2,410 shares; 2024Q4: 2,443 shares; 2025Q1: 2,003 shares; 2025Q2: 1,949 shares; 2025Q3: 1,868 shares; 2025Q4: 1,964 shares 1,964 $914K 0.04% +96 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,672 shares; 2024Q4: 10,861 shares; 2025Q1: 7,516 shares; 2025Q2: 7,373 shares; 2025Q3: 8,031 shares; 2025Q4: 7,881 shares 7,881 $909K 0.04% -150 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: 7,043 shares; 2024Q4: 7,055 shares; 2025Q1: 3,001 shares; 2025Q2: 2,934 shares; 2025Q3: 2,879 shares; 2025Q4: 2,893 shares 2,893 $891K 0.04% +14 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,772 shares; 2024Q4: 7,257 shares; 2025Q1: 3,446 shares; 2025Q2: 3,381 shares; 2025Q3: 3,623 shares; 2025Q4: 3,342 shares 3,342 $885K 0.03% -281 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,486 shares 17,486 $874K 0.03% 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: 8,183 shares; 2024Q4: 8,474 shares; 2025Q1: 5,268 shares; 2025Q2: 5,197 shares; 2025Q3: 5,465 shares; 2025Q4: 3,590 shares 3,590 $866K 0.03% -1,875 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,058 shares; 2025Q2: 5,010 shares; 2025Q3: 5,389 shares; 2025Q4: 4,908 shares 4,908 $862K 0.03% -481 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: 11,294 shares; 2024Q4: 11,364 shares; 2025Q1: 12,489 shares; 2025Q2: 11,184 shares; 2025Q3: 11,059 shares; 2025Q4: 11,059 shares 11,059 $859K 0.03% 0 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: 30,490 shares; 2024Q4: 17,479 shares; 2025Q1: 17,479 shares; 2025Q2: 16,884 shares; 2025Q3: 15,821 shares; 2025Q4: 16,809 shares 16,809 $853K 0.03% +988 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,368 shares 11,368 $853K 0.03% new Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,922 shares; 2024Q4: 4,703 shares; 2025Q1: 3,941 shares; 2025Q2: 3,869 shares; 2025Q3: 3,928 shares; 2025Q4: 3,871 shares 3,871 $831K 0.03% -57 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: 62,399 shares; 2024Q4: 56,836 shares; 2025Q1: 34,628 shares; 2025Q2: 34,334 shares; 2025Q3: 32,626 shares; 2025Q4: 33,004 shares 33,004 $822K 0.03% +378 Timeline RCI ROGERS COMMUNICATIONS INC More: the full row for ROGERS COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,283 shares; 2024Q4: 21,943 shares; 2025Q1: 21,180 shares; 2025Q2: 21,180 shares; 2025Q3: 21,180 shares; 2025Q4: 21,180 shares 21,180 $807K 0.03% 0 Timeline HYMC HYCROFT MINING HOLDING CORP More: the full row for HYCROFT MINING HOLDING CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,060 shares; 2024Q4: 33,128 shares; 2025Q1: 33,128 shares; 2025Q2: 33,128 shares; 2025Q3: 33,128 shares; 2025Q4: 33,128 shares 33,128 $787K 0.03% 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: 8,098 shares; 2024Q4: 8,220 shares; 2025Q1: 5,922 shares; 2025Q2: 5,904 shares; 2025Q3: 5,904 shares; 2025Q4: 5,904 shares 5,904 $784K 0.03% 0 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,051 shares; 2024Q4: 9,958 shares; 2025Q1: 8,681 shares; 2025Q2: 8,206 shares; 2025Q3: 7,649 shares; 2025Q4: 7,649 shares 7,649 $783K 0.03% 0 Timeline TMP TOMPKINS FINL CORP More: the full row for TOMPKINS FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,766 shares; 2024Q4: 10,766 shares; 2025Q1: 10,766 shares; 2025Q2: 10,766 shares; 2025Q3: 10,766 shares; 2025Q4: 10,766 shares 10,766 $781K 0.03% 0 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,088 shares; 2024Q4: 7,609 shares; 2025Q1: 8,214 shares; 2025Q2: 8,201 shares; 2025Q3: 4,201 shares; 2025Q4: 3,029 shares 3,029 $778K 0.03% -1,172 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,467 shares 4,467 $770K 0.03% new Timeline LVS LAS VEGAS SANDS CORP More: the full row for LAS VEGAS SANDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,466 shares; 2024Q4: 12,515 shares; 2025Q1: 11,784 shares; 2025Q2: 11,784 shares; 2025Q3: 11,784 shares; 2025Q4: 11,784 shares 11,784 $767K 0.03% 0 Timeline VFH 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: 5,575 shares; 2024Q4: 5,796 shares; 2025Q1: 5,595 shares; 2025Q2: 5,616 shares; 2025Q3: 5,633 shares; 2025Q4: 5,662 shares 5,662 $756K 0.03% +29 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,230 shares 7,230 $749K 0.03% new Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,891 shares; 2024Q4: 1,978 shares; 2025Q1: 1,396 shares; 2025Q2: 1,356 shares; 2025Q3: 1,555 shares; 2025Q4: 1,396 shares 1,396 $730K 0.03% -159 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,858 shares; 2024Q4: 4,916 shares; 2025Q1: 10,161 shares; 2025Q2: 10,169 shares; 2025Q3: 10,169 shares; 2025Q4: 10,176 shares 10,176 $727K 0.03% +7 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: 11,349 shares; 2024Q4: 11,234 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,422 shares; 2025Q4: 3,372 shares 3,372 $722K 0.03% +1,950 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: 28,348 shares; 2024Q4: 27,102 shares; 2025Q1: 24,792 shares; 2025Q2: 24,745 shares; 2025Q3: 24,745 shares; 2025Q4: 25,049 shares 25,049 $722K 0.03% +304 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: 22,831 shares; 2024Q4: 25,015 shares; 2025Q1: 15,086 shares; 2025Q2: 14,836 shares; 2025Q3: 15,540 shares; 2025Q4: 17,355 shares 17,355 $707K 0.03% +1,815 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: 5,638 shares; 2024Q4: 5,638 shares; 2025Q1: 6,564 shares; 2025Q2: 6,564 shares; 2025Q3: 6,564 shares; 2025Q4: 4,845 shares 4,845 $684K 0.03% -1,719 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: 10,926 shares; 2024Q4: 21,128 shares; 2025Q1: 9,183 shares; 2025Q2: 9,183 shares; 2025Q3: 9,183 shares; 2025Q4: 9,183 shares 9,183 $676K 0.03% 0 Timeline SM SM ENERGY COMPANY More: the full row for SM ENERGY COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,521 shares; 2024Q4: 35,516 shares; 2025Q1: 35,503 shares; 2025Q2: 35,503 shares; 2025Q3: 35,503 shares; 2025Q4: 35,503 shares 35,503 $664K 0.03% 0 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,723 shares; 2024Q4: 3,328 shares; 2025Q1: 1,219 shares; 2025Q2: 1,167 shares; 2025Q3: 887 shares; 2025Q4: 755 shares 755 $664K 0.03% -132 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: 5,359 shares; 2024Q4: 4,612 shares; 2025Q1: 4,489 shares; 2025Q2: 4,449 shares; 2025Q3: 4,449 shares; 2025Q4: 4,449 shares 4,449 $662K 0.03% 0 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: 2,528 shares; 2024Q4: 2,706 shares; 2025Q1: 2,096 shares; 2025Q2: 2,096 shares; 2025Q3: 2,366 shares; 2025Q4: 2,069 shares 2,069 $659K 0.03% -297 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,745 shares 10,745 $649K 0.03% new 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: 7,459 shares; 2024Q4: 7,669 shares; 2025Q1: 3,390 shares; 2025Q2: 3,286 shares; 2025Q3: 3,422 shares; 2025Q4: 3,610 shares 3,610 $641K 0.03% +188 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: 12,728 shares; 2024Q4: 28,498 shares; 2025Q1: 12,355 shares; 2025Q2: 11,943 shares; 2025Q3: 11,943 shares; 2025Q4: 11,795 shares 11,795 $636K 0.03% -148 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,095 shares; 2024Q4: 9,095 shares; 2025Q1: 4,054 shares; 2025Q2: 4,054 shares; 2025Q3: 3,884 shares; 2025Q4: 3,884 shares 3,884 $618K 0.02% 0 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: 1,814 shares; 2024Q4: 1,877 shares; 2025Q1: 833 shares; 2025Q2: 823 shares; 2025Q3: 932 shares; 2025Q4: 938 shares 938 $613K 0.02% +6 Timeline ALLY ALLY FINL INC More: the full row for ALLY FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,945 shares; 2024Q4: 13,931 shares; 2025Q1: 13,500 shares; 2025Q2: 13,500 shares; 2025Q3: 13,500 shares; 2025Q4: 13,500 shares 13,500 $611K 0.02% 0 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,670 shares; 2024Q4: 10,742 shares; 2025Q1: 4,495 shares; 2025Q2: 4,495 shares; 2025Q3: 5,620 shares; 2025Q4: 4,495 shares 4,495 $609K 0.02% -1,125 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: 25,685 shares; 2024Q4: 28,212 shares; 2025Q1: 20,465 shares; 2025Q2: 20,432 shares; 2025Q3: 6,432 shares; 2025Q4: 6,448 shares 6,448 $604K 0.02% +16 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: 6,134 shares; 2024Q4: 6,134 shares; 2025Q1: 6,134 shares; 2025Q2: 6,134 shares; 2025Q3: 6,134 shares; 2025Q4: 6,134 shares 6,134 $594K 0.02% 0 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: 1,750 shares; 2025Q1: 587 shares; 2025Q2: 542 shares; 2025Q3: 538 shares; 2025Q4: 553 shares 553 $592K 0.02% +15 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,246 shares; 2024Q4: 6,246 shares; 2025Q1: 6,246 shares; 2025Q2: 6,246 shares; 2025Q3: 6,246 shares; 2025Q4: 6,246 shares 6,246 $586K 0.02% 0 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,551 shares; 2024Q4: 2,695 shares; 2025Q1: 4,955 shares; 2025Q2: 4,977 shares; 2025Q3: 4,977 shares; 2025Q4: 4,977 shares 4,977 $586K 0.02% 0 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,716 shares; 2025Q4: 7,716 shares 7,716 $572K 0.02% 0 Timeline OMFL INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,041,515 shares; 2024Q4: 1,008,518 shares; 2025Q1: 980,582 shares; 2025Q2: 11,526 shares; 2025Q3: 9,789 shares; 2025Q4: 9,298 shares 9,298 $568K 0.02% -491 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: 4,004 shares; 2024Q4: 1,854 shares; 2025Q1: 1,854 shares; 2025Q2: 1,854 shares; 2025Q3: 1,854 shares; 2025Q4: 3,912 shares 3,912 $563K 0.02% +2,058 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: 2,989 shares; 2024Q4: 3,009 shares; 2025Q1: 1,268 shares; 2025Q2: 1,220 shares; 2025Q3: 1,561 shares; 2025Q4: 1,303 shares 1,303 $556K 0.02% -258 Timeline SUB 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: 5,164 shares; 2024Q4: 3,979 shares; 2025Q1: 3,935 shares; 2025Q2: 6,679 shares; 2025Q3: 8,279 shares; 2025Q4: 5,091 shares 5,091 $543K 0.02% -3,188 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: 4,816 shares; 2024Q4: 4,870 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,771 shares 7,771 $539K 0.02% new Timeline GNL GLOBAL NET LEASE INC More: the full row for GLOBAL NET LEASE 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: 118,976 shares; 2025Q2: 62,651 shares; 2025Q3: 62,651 shares; 2025Q4: 62,651 shares 62,651 $539K 0.02% 0 Timeline GTEK 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: 13,425 shares; 2024Q4: 13,425 shares; 2025Q1: 13,425 shares; 2025Q2: 13,425 shares; 2025Q3: 13,425 shares; 2025Q4: 13,425 shares 13,425 $537K 0.02% 0 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: 5,431 shares; 2024Q4: 9,874 shares; 2025Q1: 1,916 shares; 2025Q2: 1,914 shares; 2025Q3: 2,554 shares; 2025Q4: 2,394 shares 2,394 $520K 0.02% -160 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: 5,668 shares; 2024Q4: 5,684 shares; 2025Q1: 1,486 shares; 2025Q2: 1,467 shares; 2025Q3: 1,812 shares; 2025Q4: 1,393 shares 1,393 $515K 0.02% -419 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: 2,183 shares; 2024Q4: 2,238 shares; 2025Q1: 3,304 shares; 2025Q2: 3,304 shares; 2025Q3: 3,304 shares; 2025Q4: 3,304 shares 3,304 $513K 0.02% 0 Timeline AMLP 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: 16,412 shares; 2024Q4: 16,264 shares; 2025Q1: 15,148 shares; 2025Q2: 15,148 shares; 2025Q3: 15,148 shares; 2025Q4: 10,847 shares 10,847 $510K 0.02% -4,301 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,480 shares; 2024Q4: 5,524 shares; 2025Q1: 5,524 shares; 2025Q2: 5,524 shares; 2025Q3: 5,524 shares; 2025Q4: 5,524 shares 5,524 $503K 0.02% 0 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: 14,504 shares; 2024Q4: 13,575 shares; 2025Q1: 8,593 shares; 2025Q2: 8,649 shares; 2025Q3: 8,649 shares; 2025Q4: 8,649 shares 8,649 $499K 0.02% 0 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: 37,098 shares; 2024Q4: 33,453 shares; 2025Q1: 16,977 shares; 2025Q2: 13,932 shares; 2025Q3: 13,432 shares; 2025Q4: 13,506 shares 13,506 $498K 0.02% +74 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,297 shares; 2024Q4: 18,263 shares; 2025Q1: 18,263 shares; 2025Q2: 19,316 shares; 2025Q3: 19,316 shares; 2025Q4: 18,376 shares 18,376 $494K 0.02% -940 Timeline IHAK 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: 10,245 shares; 2025Q4: 10,245 shares 10,245 $493K 0.02% 0 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,210 shares; 2024Q4: 3,206 shares; 2025Q1: 737 shares; 2025Q2: 735 shares; 2025Q3: 850 shares; 2025Q4: 5,230 shares 5,230 $490K 0.02% +4,380 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: 11,885 shares; 2024Q4: 12,045 shares; 2025Q1: 1,159 shares; 2025Q2: 944 shares; 2025Q3: 1,206 shares; 2025Q4: 1,477 shares 1,477 $488K 0.02% +271 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,663 shares; 2024Q4: 7,518 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,835 shares; 2025Q4: 4,132 shares 4,132 $482K 0.02% -703 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,389 shares; 2024Q4: 3,470 shares; 2025Q1: 1,364 shares; 2025Q2: 1,406 shares; 2025Q3: 1,390 shares; 2025Q4: 1,366 shares 1,366 $482K 0.02% -24 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,394 shares; 2024Q4: 1,394 shares; 2025Q1: 1,394 shares; 2025Q2: 1,394 shares; 2025Q3: 1,394 shares; 2025Q4: 1,394 shares 1,394 $478K 0.02% 0 Timeline SIRI SIRIUSXM HOLDINGS INC More: the full row for SIRIUSXM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,874 shares; 2024Q4: 24,319 shares; 2025Q1: 23,790 shares; 2025Q2: 23,790 shares; 2025Q3: 23,790 shares; 2025Q4: 23,790 shares 23,790 $476K 0.02% 0 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 401 shares; 2024Q4: 816 shares; 2025Q1: 79 shares; 2025Q2: 105 shares; 2025Q3: 105 shares; 2025Q4: 87 shares 87 $466K 0.02% -18 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,185 shares 1,185 $461K 0.02% new Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN 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: 9,213 shares; 2025Q4: 9,213 shares 9,213 $456K 0.02% 0 Timeline WTAI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,000 shares; 2025Q2: 15,175 shares; 2025Q3: 15,175 shares; 2025Q4: 15,621 shares 15,621 $455K 0.02% +446 Timeline MGK 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: 1,094 shares; 2024Q4: 1,094 shares; 2025Q1: 1,094 shares; 2025Q2: 1,094 shares; 2025Q3: 1,094 shares; 2025Q4: 1,094 shares 1,094 $452K 0.02% 0 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,139 shares; 2024Q4: 5,446 shares; 2025Q1: 4,048 shares; 2025Q2: 3,048 shares; 2025Q3: 2,647 shares; 2025Q4: 2,647 shares 2,647 $449K 0.02% 0 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,677 shares; 2024Q4: 3,108 shares; 2025Q1: 1,648 shares; 2025Q2: 1,645 shares; 2025Q3: 1,536 shares; 2025Q4: 1,536 shares 1,536 $446K 0.02% 0 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,745 shares; 2024Q4: 4,580 shares; 2025Q1: 4,580 shares; 2025Q2: 4,580 shares; 2025Q3: 4,580 shares; 2025Q4: 4,580 shares 4,580 $431K 0.02% 0 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: 9,662 shares; 2024Q4: 9,932 shares; 2025Q1: 3,971 shares; 2025Q2: 3,701 shares; 2025Q3: 4,092 shares; 2025Q4: 3,769 shares 3,769 $429K 0.02% -323 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,426 shares; 2025Q1: not reported; 2025Q2: 1,761 shares; 2025Q3: 1,754 shares; 2025Q4: 1,768 shares 1,768 $428K 0.02% +14 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,079 shares; 2024Q4: 4,732 shares; 2025Q1: 3,108 shares; 2025Q2: 3,108 shares; 2025Q3: 3,240 shares; 2025Q4: 3,250 shares 3,250 $419K 0.02% +10 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,354 shares; 2024Q4: 5,339 shares; 2025Q1: 4,656 shares; 2025Q2: 4,656 shares; 2025Q3: 4,656 shares; 2025Q4: 4,656 shares 4,656 $411K 0.02% 0 Timeline XOP 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: 3,247 shares; 2024Q4: 3,247 shares; 2025Q1: 2,444 shares; 2025Q2: 3,247 shares; 2025Q3: 3,247 shares; 2025Q4: 3,247 shares 3,247 $410K 0.02% 0 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: 13,994 shares; 2024Q4: 14,248 shares; 2025Q1: 4,671 shares; 2025Q2: 4,469 shares; 2025Q3: 4,210 shares; 2025Q4: 4,238 shares 4,238 $395K 0.02% +28 Timeline IDCC INTERDIGITAL INC More: the full row for INTERDIGITAL 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: 1,234 shares 1,234 $393K 0.02% new Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,148 shares; 2024Q4: 4,233 shares; 2025Q1: 4,018 shares; 2025Q2: 4,061 shares; 2025Q3: 4,061 shares; 2025Q4: 4,688 shares 4,688 $391K 0.02% +627 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: 2,499 shares; 2024Q4: 2,463 shares; 2025Q1: 2,585 shares; 2025Q2: 2,623 shares; 2025Q3: 2,623 shares; 2025Q4: 2,623 shares 2,623 $391K 0.02% 0 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,520 shares; 2025Q2: 2,519 shares; 2025Q3: 2,519 shares; 2025Q4: 2,519 shares 2,519 $390K 0.02% 0 Timeline IEZ 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: 18,660 shares; 2024Q4: 18,660 shares; 2025Q1: 18,660 shares; 2025Q2: 18,660 shares; 2025Q3: 18,660 shares; 2025Q4: 18,660 shares 18,660 $389K 0.02% 0 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: 5,054 shares; 2024Q4: 5,070 shares; 2025Q1: 2,404 shares; 2025Q2: 2,404 shares; 2025Q3: 2,404 shares; 2025Q4: 2,413 shares 2,413 $386K 0.02% +9 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: 877 shares; 2024Q4: 877 shares; 2025Q1: 877 shares; 2025Q2: 877 shares; 2025Q3: 877 shares; 2025Q4: 794 shares 794 $382K 0.02% -83 Timeline ARKW 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: 2,540 shares; 2024Q4: 2,540 shares; 2025Q1: 2,540 shares; 2025Q2: 2,540 shares; 2025Q3: 2,540 shares; 2025Q4: 2,578 shares 2,578 $381K 0.02% +38 Timeline XTL 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: 7,174 shares; 2024Q4: 2,474 shares; 2025Q1: 2,474 shares; 2025Q2: 2,474 shares; 2025Q3: 2,474 shares; 2025Q4: 2,474 shares 2,474 $379K 0.01% 0 Timeline VNQI 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: 24,392 shares; 2024Q4: 23,472 shares; 2025Q1: 8,248 shares; 2025Q2: 8,248 shares; 2025Q3: 8,248 shares; 2025Q4: 8,248 shares 8,248 $378K 0.01% 0 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: 2,355 shares; 2024Q4: 2,929 shares; 2025Q1: 3,245 shares; 2025Q2: 3,234 shares; 2025Q3: 3,234 shares; 2025Q4: 3,234 shares 3,234 $368K 0.01% 0 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: 2,792 shares; 2024Q4: 2,884 shares; 2025Q1: 1,467 shares; 2025Q2: 1,426 shares; 2025Q3: 1,426 shares; 2025Q4: 1,426 shares 1,426 $367K 0.01% 0 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,733 shares; 2024Q4: 6,956 shares; 2025Q1: 6,048 shares; 2025Q2: 6,048 shares; 2025Q3: 6,048 shares; 2025Q4: 6,048 shares 6,048 $361K 0.01% 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: 5,450 shares; 2024Q4: 5,283 shares; 2025Q1: 1,176 shares; 2025Q2: 1,142 shares; 2025Q3: 1,012 shares; 2025Q4: 1,026 shares 1,026 $359K 0.01% +14 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: 7,005 shares; 2024Q4: 7,346 shares; 2025Q1: 3,810 shares; 2025Q2: 3,727 shares; 2025Q3: 3,727 shares; 2025Q4: 4,460 shares 4,460 $354K 0.01% +733 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,478 shares 1,478 $351K 0.01% new Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,210 shares; 2025Q2: 11,050 shares; 2025Q3: 11,050 shares; 2025Q4: 10,900 shares 10,900 $349K 0.01% -150 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,469 shares; 2024Q4: 1,502 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,024 shares 1,024 $346K 0.01% new 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: 3,878 shares; 2024Q4: 3,888 shares; 2025Q1: 4,323 shares; 2025Q2: 8,614 shares; 2025Q3: 8,614 shares; 2025Q4: 8,614 shares 8,614 $346K 0.01% 0 Timeline ARTY 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: 6,670 shares; 2025Q3: 6,670 shares; 2025Q4: 7,140 shares 7,140 $344K 0.01% +470 Timeline AROW ARROW FINL CORP More: the full row for ARROW FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,955 shares; 2024Q4: 10,955 shares; 2025Q1: 10,955 shares; 2025Q2: 10,955 shares; 2025Q3: 10,955 shares; 2025Q4: 10,955 shares 10,955 $344K 0.01% 0 Timeline IVOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,044 shares; 2024Q4: 3,044 shares; 2025Q1: 3,369 shares; 2025Q2: 3,369 shares; 2025Q3: 3,052 shares; 2025Q4: 3,052 shares 3,052 $341K 0.01% 0 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: 3,324 shares; 2024Q4: 3,244 shares; 2025Q1: 640 shares; 2025Q2: 575 shares; 2025Q3: 619 shares; 2025Q4: 580 shares 580 $336K 0.01% -39 Timeline ACWX 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: 5,798 shares; 2024Q4: 5,774 shares; 2025Q1: 5,739 shares; 2025Q2: 5,569 shares; 2025Q3: 5,369 shares; 2025Q4: 4,970 shares 4,970 $334K 0.01% -399 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: 13,512 shares; 2024Q4: 13,512 shares; 2025Q1: 2,099 shares; 2025Q2: not reported; 2025Q3: 2,689 shares; 2025Q4: 3,911 shares 3,911 $329K 0.01% +1,222 Timeline ACM AECOM More: the full row for AECOM Quarterly shares; oldest 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: 3,383 shares 3,383 $323K 0.01% new Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,447 shares; 2024Q4: 3,064 shares; 2025Q1: 950 shares; 2025Q2: 769 shares; 2025Q3: 612 shares; 2025Q4: 565 shares 565 $320K 0.01% -47 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,099 shares; 2024Q4: 9,710 shares; 2025Q1: 12,938 shares; 2025Q2: 12,920 shares; 2025Q3: 12,906 shares; 2025Q4: 6,846 shares 6,846 $318K 0.01% -6,060 Timeline FIW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,927 shares 2,927 $318K 0.01% new Timeline FWONK LIBERTY MEDIA CORP DEL More: the full row for LIBERTY MEDIA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,282 shares; 2024Q4: 3,282 shares; 2025Q1: 3,227 shares; 2025Q2: 3,227 shares; 2025Q3: 3,227 shares; 2025Q4: 3,227 shares 3,227 $318K 0.01% 0 Timeline HURN HURON CONSULTING GROUP INC More: the full row for HURON CONSULTING GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,831 shares 1,831 $317K 0.01% new Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,909 shares; 2024Q4: 9,922 shares; 2025Q1: 5,207 shares; 2025Q2: 5,207 shares; 2025Q3: 5,207 shares; 2025Q4: 5,228 shares 5,228 $314K 0.01% +21 Timeline CARG CARGURUS INC More: the full row for CARGURUS 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: 8,174 shares 8,174 $313K 0.01% new Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 768 shares; 2024Q4: 760 shares; 2025Q1: 1,043 shares; 2025Q2: 990 shares; 2025Q3: 931 shares; 2025Q4: 931 shares 931 $313K 0.01% 0 Timeline LLYVK LIBERTY LIVE HOLDINGS INC More: the full row for LIBERTY LIVE HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,753 shares 3,753 $312K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 917 shares 917 $312K 0.01% new Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,239 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,099 shares; 2025Q4: 1,099 shares 1,099 $311K 0.01% 0 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,130 shares; 2024Q4: 1,130 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 606 shares 606 $309K 0.01% new Timeline FFIV F5 INC More: the full row for F5 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: 1,203 shares 1,203 $307K 0.01% new 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: 2,850 shares; 2024Q4: 2,813 shares; 2025Q1: 1,736 shares; 2025Q2: 1,645 shares; 2025Q3: 1,471 shares; 2025Q4: 1,471 shares 1,471 $307K 0.01% 0 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,141 shares; 2024Q4: 3,497 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,157 shares; 2025Q4: 5,981 shares 5,981 $304K 0.01% -1,176 Timeline TDS TELEPHONE & DATA SYS INC More: the full row for TELEPHONE & DATA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,950 shares; 2024Q4: 10,950 shares; 2025Q1: 7,400 shares; 2025Q2: 7,400 shares; 2025Q3: 7,400 shares; 2025Q4: 7,400 shares 7,400 $303K 0.01% 0 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,189 shares; 2024Q4: 3,098 shares; 2025Q1: 1,743 shares; 2025Q2: 1,626 shares; 2025Q3: 2,046 shares; 2025Q4: 1,626 shares 1,626 $302K 0.01% -420 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,787 shares 3,787 $301K 0.01% new 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: 1,051 shares; 2024Q4: 1,052 shares; 2025Q1: not reported; 2025Q2: 1,083 shares; 2025Q3: 1,083 shares; 2025Q4: 984 shares 984 $296K 0.01% -99 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,023 shares; 2024Q4: 4,047 shares; 2025Q1: 3,383 shares; 2025Q2: 3,383 shares; 2025Q3: 3,383 shares; 2025Q4: 3,383 shares 3,383 $293K 0.01% 0 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: 2,218 shares; 2024Q4: 2,218 shares; 2025Q1: 2,218 shares; 2025Q2: 2,218 shares; 2025Q3: 2,218 shares; 2025Q4: 2,218 shares 2,218 $292K 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: 7,356 shares; 2024Q4: 6,350 shares; 2025Q1: 3,920 shares; 2025Q2: 3,920 shares; 2025Q3: 3,920 shares; 2025Q4: 3,920 shares 3,920 $288K 0.01% 0 Timeline OLLI OLLIES BARGAIN OUTLET HLDGS More: the full row for OLLIES BARGAIN OUTLET HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,620 shares; 2025Q3: 2,620 shares; 2025Q4: 2,620 shares 2,620 $287K 0.01% 0 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: 5,868 shares; 2024Q4: 4,707 shares; 2025Q1: 2,954 shares; 2025Q2: 2,890 shares; 2025Q3: 2,833 shares; 2025Q4: 2,985 shares 2,985 $287K 0.01% +152 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: 4,633 shares; 2024Q4: 4,573 shares; 2025Q1: 4,150 shares; 2025Q2: 4,150 shares; 2025Q3: 4,150 shares; 2025Q4: 4,150 shares 4,150 $286K 0.01% 0 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,350 shares; 2024Q4: 1,499 shares; 2025Q1: 1,293 shares; 2025Q2: 1,173 shares; 2025Q3: 1,112 shares; 2025Q4: 1,114 shares 1,114 $275K 0.01% +2 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: 1,823 shares; 2024Q4: 2,092 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares 1,500 $273K 0.01% 0 Timeline LBRDK LIBERTY BROADBAND CORP More: the full row for LIBERTY BROADBAND CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,693 shares; 2024Q4: 5,693 shares; 2025Q1: 5,602 shares; 2025Q2: 5,602 shares; 2025Q3: 5,602 shares; 2025Q4: 5,602 shares 5,602 $272K 0.01% 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: 10,038 shares; 2024Q4: 9,927 shares; 2025Q1: 5,258 shares; 2025Q2: 5,275 shares; 2025Q3: 5,290 shares; 2025Q4: 5,461 shares 5,461 $269K 0.01% +171 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 719 shares; 2024Q4: 719 shares; 2025Q1: 590 shares; 2025Q2: 590 shares; 2025Q3: 590 shares; 2025Q4: 590 shares 590 $268K 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: 6,966 shares; 2024Q4: 13,902 shares; 2025Q1: 6,075 shares; 2025Q2: 6,075 shares; 2025Q3: 6,075 shares; 2025Q4: 6,075 shares 6,075 $267K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,559 shares; 2025Q4: 2,559 shares 2,559 $266K 0.01% 0 Timeline VAW 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: 1,247 shares; 2024Q4: 1,247 shares; 2025Q1: 1,247 shares; 2025Q2: 1,252 shares; 2025Q3: 1,257 shares; 2025Q4: 1,261 shares 1,261 $262K 0.01% +4 Timeline VTWG 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: 2,787 shares; 2024Q4: 2,787 shares; 2025Q1: 2,787 shares; 2025Q2: 1,426 shares; 2025Q3: 1,426 shares; 2025Q4: 1,089 shares 1,089 $257K 0.01% -337 Timeline FCN FTI CONSULTING INC More: the full row for FTI CONSULTING 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: 1,491 shares 1,491 $255K 0.01% new Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,272 shares; 2025Q4: 1,272 shares 1,272 $254K 0.01% 0 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,354 shares; 2024Q4: 6,405 shares; 2025Q1: 4,812 shares; 2025Q2: 3,386 shares; 2025Q3: 2,487 shares; 2025Q4: 1,780 shares 1,780 $253K 0.01% -707 Timeline STNG SCORPIO TANKERS INC More: the full row for SCORPIO TANKERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,102 shares; 2024Q4: 6,102 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,831 shares; 2025Q4: 4,831 shares 4,831 $246K 0.01% 0 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,012 shares; 2024Q4: 4,049 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,495 shares; 2025Q4: 1,504 shares 1,504 $245K 0.01% +9 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: 1,922 shares; 2024Q4: not reported; 2025Q1: 1,015 shares; 2025Q2: 1,027 shares; 2025Q3: 1,027 shares; 2025Q4: 2,054 shares 2,054 $245K 0.01% +1,027 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: 3,524 shares; 2024Q4: 3,887 shares; 2025Q1: 1,753 shares; 2025Q2: 1,717 shares; 2025Q3: 1,848 shares; 2025Q4: 1,407 shares 1,407 $244K 0.01% -441 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,964 shares; 2025Q4: 1,964 shares 1,964 $242K 0.01% 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: 13,777 shares; 2024Q4: 13,797 shares; 2025Q1: 4,825 shares; 2025Q2: 4,776 shares; 2025Q3: 4,486 shares; 2025Q4: 4,486 shares 4,486 $239K 0.01% 0 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: 8,678 shares; 2024Q4: 16,532 shares; 2025Q1: 4,256 shares; 2025Q2: 4,047 shares; 2025Q3: 4,047 shares; 2025Q4: 4,478 shares 4,478 $237K 0.01% +431 Timeline SPLB 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: not reported; 2025Q3: 12,300 shares; 2025Q4: 10,000 shares 10,000 $226K 0.01% -2,300 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK 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: 6,651 shares; 2025Q4: 6,761 shares 6,761 $225K 0.01% +110 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 500 shares; 2025Q3: 537 shares; 2025Q4: 505 shares 505 $224K 0.01% -32 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: 2,754 shares; 2024Q4: 2,756 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 814 shares; 2025Q4: 814 shares 814 $221K 0.01% 0 Timeline PECO PHILLIPS EDISON & CO INC More: the full row for PHILLIPS EDISON & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,970 shares; 2025Q2: 8,970 shares; 2025Q3: 7,525 shares; 2025Q4: 6,042 shares 6,042 $216K 0.01% -1,483 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,665 shares; 2024Q4: 1,678 shares; 2025Q1: 574 shares; 2025Q2: 467 shares; 2025Q3: 440 shares; 2025Q4: 445 shares 445 $215K 0.01% +5 Timeline SUPN SUPERNUS PHARMACEUTICALS More: the full row for SUPERNUS PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,330 shares 4,330 $215K 0.01% new Timeline AX AXOS FINANCIAL INC More: the full row for AXOS FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,487 shares 2,487 $214K 0.01% new 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: 85 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,411 shares 1,411 $212K 0.01% new 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: 716 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 444 shares; 2025Q4: 450 shares 450 $211K 0.01% +6 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,966 shares; 2024Q4: 10,047 shares; 2025Q1: not reported; 2025Q2: 2,854 shares; 2025Q3: 3,040 shares; 2025Q4: 3,612 shares 3,612 $211K 0.01% +572 Timeline TTEK TETRA TECH INC NEW More: the full row for TETRA TECH INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,220 shares 6,220 $209K 0.01% new Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,137 shares 1,137 $205K 0.01% new 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: 1,442 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,442 shares; 2025Q4: 1,442 shares 1,442 $204K 0.01% 0 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,621 shares; 2024Q4: 2,634 shares; 2025Q1: 970 shares; 2025Q2: 871 shares; 2025Q3: 777 shares; 2025Q4: 768 shares 768 $202K 0.01% -9 Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,500 shares 4,500 $200K 0.01% new 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: 2,861 shares; 2024Q4: 2,964 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,355 shares 2,355 $200K 0.01% new Timeline LBTYK LIBERTY GLOBAL LTD More: the full row for LIBERTY GLOBAL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,239 shares; 2024Q4: 17,239 shares; 2025Q1: 17,200 shares; 2025Q2: 17,200 shares; 2025Q3: 17,200 shares; 2025Q4: 17,200 shares 17,200 $190K 0.01% 0 Timeline FRBA FIRST BK WILLIAMSTOWN NEW JE More: the full row for FIRST BK WILLIAMSTOWN NEW JE Quarterly shares; oldest 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: 10,988 shares; 2025Q4: 10,988 shares 10,988 $181K 0.01% 0 Timeline TMC TMC THE METALS COMPANY INC More: the full row for TMC THE METALS COMPANY 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: 17,187 shares 17,187 $106K <0.01% new Timeline TGB TASEKO MINES LTD More: the full row for TASEKO MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,609 shares; 2024Q4: 12,609 shares; 2025Q1: 12,609 shares; 2025Q2: 12,000 shares; 2025Q3: 12,000 shares; 2025Q4: 12,000 shares 12,000 $67.9K <0.01% 0 Timeline ACH ACCENDRA HEALTH INC More: the full row for ACCENDRA HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 31,050 shares; 2025Q1: 23,758 shares; 2025Q2: 18,684 shares; 2025Q3: 18,684 shares; 2025Q4: 18,684 shares 18,684 $52.3K <0.01% 0 Timeline AMC AMC ENTMT HLDGS INC More: the full row for AMC ENTMT HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,173 shares; 2024Q4: 25,211 shares; 2025Q1: 25,206 shares; 2025Q2: 25,206 shares; 2025Q3: 25,206 shares; 2025Q4: 25,206 shares 25,206 $39.3K <0.01% 0 Timeline AIFF FIREFLY NEUROSCIENCE INC More: the full row for FIREFLY NEUROSCIENCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,000 shares; 2024Q4: 12,000 shares; 2025Q1: 12,000 shares; 2025Q2: 12,000 shares; 2025Q3: 12,000 shares; 2025Q4: 12,000 shares 12,000 $10.5K <0.01% 0 Timeline TCRX TSCAN THERAPEUTICS INC More: the full row for TSCAN THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares 10,000 $10K <0.01% 0 Timeline