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: 360,218 shares; 2024Q4: 361,913 shares; 2025Q1: 350,823 shares; 2025Q2: 346,321 shares; 2025Q3: 344,294 shares; 2025Q4: 342,020 shares 342,020 $93M 9.1% -2,274 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: 97,414 shares; 2024Q4: 96,580 shares; 2025Q1: 88,678 shares; 2025Q2: 56,410 shares; 2025Q3: 55,492 shares; 2025Q4: 55,619 shares 55,619 $38.1M 3.73% +127 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: 87,720 shares; 2024Q4: 89,492 shares; 2025Q1: 83,082 shares; 2025Q2: 102,139 shares; 2025Q3: 130,524 shares; 2025Q4: 165,310 shares 165,310 $35.1M 3.43% +34,786 Timeline DYNF 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: 360,379 shares; 2024Q4: 357,031 shares; 2025Q1: 378,545 shares; 2025Q2: 392,474 shares; 2025Q3: 473,642 shares; 2025Q4: 518,844 shares 518,844 $31.6M 3.09% +45,202 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: 236,681 shares; 2024Q4: 231,942 shares; 2025Q1: 193,221 shares; 2025Q2: 222,982 shares; 2025Q3: 215,956 shares; 2025Q4: 231,800 shares 231,800 $28.6M 2.8% +15,844 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: 75,234 shares; 2024Q4: 58,692 shares; 2025Q1: 122,645 shares; 2025Q2: 240,464 shares; 2025Q3: 284,974 shares; 2025Q4: 340,510 shares 340,510 $22.9M 2.24% +55,536 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 554,213 shares; 2024Q4: 504,299 shares; 2025Q1: 508,587 shares; 2025Q2: 510,224 shares; 2025Q3: 445,436 shares; 2025Q4: 478,439 shares 478,439 $22.3M 2.18% +33,003 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: 16,423 shares; 2024Q4: 16,294 shares; 2025Q1: 34,837 shares; 2025Q2: 41,317 shares; 2025Q3: 58,375 shares; 2025Q4: 63,688 shares 63,688 $21.8M 2.14% +5,313 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: 41,787 shares; 2024Q4: 40,372 shares; 2025Q1: 42,436 shares; 2025Q2: 42,279 shares; 2025Q3: 42,915 shares; 2025Q4: 42,240 shares 42,240 $20.4M 2% -675 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: 288,088 shares; 2024Q4: 271,161 shares; 2025Q1: 253,957 shares; 2025Q2: 343,950 shares; 2025Q3: 293,995 shares; 2025Q4: 266,023 shares 266,023 $19M 1.86% -27,972 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: 53,441 shares; 2024Q4: 26,753 shares; 2025Q1: 20,429 shares; 2025Q2: 27,575 shares; 2025Q3: 27,307 shares; 2025Q4: 149,027 shares 149,027 $16M 1.56% +121,720 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: 74,473 shares; 2024Q4: 72,578 shares; 2025Q1: 65,598 shares; 2025Q2: 70,332 shares; 2025Q3: 77,018 shares; 2025Q4: 75,705 shares 75,705 $14.1M 1.38% -1,313 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: 64,268 shares; 2024Q4: 63,055 shares; 2025Q1: 60,778 shares; 2025Q2: 61,890 shares; 2025Q3: 60,361 shares; 2025Q4: 60,799 shares 60,799 $14M 1.37% +438 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: 241,912 shares; 2024Q4: 289,693 shares; 2025Q1: 270,699 shares; 2025Q2: 273,326 shares; 2025Q3: 293,463 shares; 2025Q4: 274,965 shares 274,965 $12.9M 1.27% -18,498 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: 94,298 shares; 2024Q4: 112,134 shares; 2025Q1: 142,878 shares; 2025Q2: 125,458 shares; 2025Q3: 150,675 shares; 2025Q4: 147,484 shares 147,484 $12M 1.17% -3,191 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,826 shares; 2024Q4: 97,923 shares; 2025Q1: 111,370 shares; 2025Q2: 116,521 shares; 2025Q3: 102,683 shares; 2025Q4: 58,405 shares 58,405 $11.6M 1.14% -44,278 Timeline THRO 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: 35,832 shares; 2025Q2: 267,511 shares; 2025Q3: 276,784 shares; 2025Q4: 295,874 shares 295,874 $11.4M 1.12% +19,090 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: 15,033 shares; 2024Q4: 15,795 shares; 2025Q1: 14,567 shares; 2025Q2: 15,044 shares; 2025Q3: 15,410 shares; 2025Q4: 15,766 shares 15,766 $10.8M 1.05% +356 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: 37,730 shares; 2024Q4: 37,788 shares; 2025Q1: 37,778 shares; 2025Q2: 32,764 shares; 2025Q3: 31,170 shares; 2025Q4: 30,769 shares 30,769 $9.63M 0.94% -401 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: 120,799 shares; 2025Q3: 239,316 shares; 2025Q4: 279,103 shares 279,103 $9.29M 0.91% +39,787 Timeline TLH 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: 7,531 shares; 2024Q4: 6,805 shares; 2025Q1: 48,316 shares; 2025Q2: 62,784 shares; 2025Q3: 91,643 shares; 2025Q4: 88,873 shares 88,873 $9.04M 0.88% -2,770 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: 30,809 shares; 2024Q4: 27,758 shares; 2025Q1: 25,152 shares; 2025Q2: 26,759 shares; 2025Q3: 26,259 shares; 2025Q4: 24,884 shares 24,884 $8.61M 0.84% -1,375 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: 6,874 shares; 2024Q4: 7,331 shares; 2025Q1: 7,558 shares; 2025Q2: 8,382 shares; 2025Q3: 7,960 shares; 2025Q4: 7,875 shares 7,875 $8.46M 0.83% -85 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: 11,516 shares; 2024Q4: 11,383 shares; 2025Q1: 11,635 shares; 2025Q2: 13,041 shares; 2025Q3: 13,036 shares; 2025Q4: 12,742 shares 12,742 $8.41M 0.82% -294 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,873 shares; 2025Q1: 17,719 shares; 2025Q2: 18,476 shares; 2025Q3: 20,809 shares; 2025Q4: 31,527 shares 31,527 $7.89M 0.77% +10,718 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,935 shares; 2024Q4: 71,206 shares; 2025Q1: 76,447 shares; 2025Q2: 80,966 shares; 2025Q3: 105,080 shares; 2025Q4: 123,459 shares 123,459 $6.51M 0.64% +18,379 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,274 shares; 2024Q4: 3,274 shares; 2025Q1: 3,274 shares; 2025Q2: 3,309 shares; 2025Q3: 27,917 shares; 2025Q4: 28,362 shares 28,362 $6.09M 0.6% +445 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: 121,719 shares; 2024Q4: 86,088 shares; 2025Q1: 86,319 shares; 2025Q2: 75,598 shares; 2025Q3: 122,004 shares; 2025Q4: 68,214 shares 68,214 $6.04M 0.59% -53,790 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: 17,782 shares; 2024Q4: 18,152 shares; 2025Q1: 19,583 shares; 2025Q2: 17,286 shares; 2025Q3: 17,538 shares; 2025Q4: 19,349 shares 19,349 $5.88M 0.58% +1,811 Timeline MBB 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: 57,116 shares; 2024Q4: 64,566 shares; 2025Q1: 51,658 shares; 2025Q2: 54,315 shares; 2025Q3: 56,972 shares; 2025Q4: 61,022 shares 61,022 $5.81M 0.57% +4,050 Timeline AOA 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: 65,933 shares; 2024Q4: 64,800 shares; 2025Q1: 64,017 shares; 2025Q2: 63,194 shares; 2025Q3: 61,912 shares; 2025Q4: 61,130 shares 61,130 $5.47M 0.54% -782 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: 15,969 shares; 2024Q4: 16,380 shares; 2025Q1: 16,841 shares; 2025Q2: 17,560 shares; 2025Q3: 17,920 shares; 2025Q4: 16,907 shares 16,907 $5.45M 0.53% -1,013 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: 56,468 shares; 2024Q4: 17,864 shares; 2025Q1: 56,094 shares; 2025Q2: 57,160 shares; 2025Q3: 54,631 shares; 2025Q4: 58,291 shares 58,291 $5.21M 0.51% +3,660 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 42,492 shares; 2025Q1: 42,205 shares; 2025Q2: 41,999 shares; 2025Q3: 38,976 shares; 2025Q4: 39,369 shares 39,369 $5.16M 0.5% +393 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: 21,893 shares; 2024Q4: 22,672 shares; 2025Q1: 23,935 shares; 2025Q2: 26,238 shares; 2025Q3: 23,579 shares; 2025Q4: 21,939 shares 21,939 $5.01M 0.49% -1,640 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: 18,592 shares; 2024Q4: 19,253 shares; 2025Q1: 18,773 shares; 2025Q2: 15,836 shares; 2025Q3: 15,762 shares; 2025Q4: 15,957 shares 15,957 $5.01M 0.49% +195 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: 22,682 shares; 2024Q4: 25,594 shares; 2025Q1: 32,480 shares; 2025Q2: 37,402 shares; 2025Q3: 37,974 shares; 2025Q4: 40,484 shares 40,484 $4.87M 0.48% +2,510 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,427 shares; 2024Q4: 22,877 shares; 2025Q1: 80,853 shares; 2025Q2: 68,506 shares; 2025Q3: 12,437 shares; 2025Q4: 43,250 shares 43,250 $4.76M 0.47% +30,813 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: 14,709 shares; 2024Q4: 16,836 shares; 2025Q1: 23,009 shares; 2025Q2: 24,125 shares; 2025Q3: 26,286 shares; 2025Q4: 22,710 shares 22,710 $4.7M 0.46% -3,576 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: 17,081 shares; 2024Q4: 17,472 shares; 2025Q1: 17,775 shares; 2025Q2: 19,113 shares; 2025Q3: 17,954 shares; 2025Q4: 17,540 shares 17,540 $4.52M 0.44% -414 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: 10,425 shares; 2024Q4: 10,249 shares; 2025Q1: 11,248 shares; 2025Q2: 12,817 shares; 2025Q3: 13,412 shares; 2025Q4: 13,428 shares 13,428 $4.4M 0.43% +16 Timeline IAGG 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: 73,191 shares; 2025Q3: 79,479 shares; 2025Q4: 80,068 shares 80,068 $4M 0.39% +589 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: 50,631 shares; 2024Q4: 48,946 shares; 2025Q1: 50,468 shares; 2025Q2: 45,072 shares; 2025Q3: 19,479 shares; 2025Q4: 19,823 shares 19,823 $3.96M 0.39% +344 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: 8,229 shares; 2024Q4: 8,870 shares; 2025Q1: 9,592 shares; 2025Q2: 8,461 shares; 2025Q3: 8,549 shares; 2025Q4: 8,518 shares 8,518 $3.83M 0.37% -31 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,788 shares; 2024Q4: 34,146 shares; 2025Q1: 33,537 shares; 2025Q2: not reported; 2025Q3: 34,123 shares; 2025Q4: 34,514 shares 34,514 $3.79M 0.37% +391 Timeline PMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,990 shares; 2024Q4: 82,609 shares; 2025Q1: 83,894 shares; 2025Q2: 83,745 shares; 2025Q3: 83,729 shares; 2025Q4: 83,672 shares 83,672 $3.76M 0.37% -57 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,069 shares; 2024Q4: 28,324 shares; 2025Q1: 37,278 shares; 2025Q2: not reported; 2025Q3: 38,421 shares; 2025Q4: 38,658 shares 38,658 $3.72M 0.36% +237 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: 69,923 shares; 2024Q4: 71,407 shares; 2025Q1: 93,927 shares; 2025Q2: 94,696 shares; 2025Q3: 72,961 shares; 2025Q4: 73,275 shares 73,275 $3.69M 0.36% +314 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: 25,745 shares; 2024Q4: 24,054 shares; 2025Q1: 25,154 shares; 2025Q2: 25,627 shares; 2025Q3: 25,148 shares; 2025Q4: 25,634 shares 25,634 $3.67M 0.36% +486 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: 55,608 shares; 2024Q4: 56,068 shares; 2025Q1: 57,188 shares; 2025Q2: 58,199 shares; 2025Q3: 57,013 shares; 2025Q4: 55,284 shares 55,284 $3.65M 0.36% -1,729 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: 11,454 shares; 2024Q4: 11,386 shares; 2025Q1: 11,941 shares; 2025Q2: 12,126 shares; 2025Q3: 11,124 shares; 2025Q4: 10,387 shares 10,387 $3.64M 0.36% -737 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: 12,445 shares; 2024Q4: 12,582 shares; 2025Q1: 12,635 shares; 2025Q2: 13,175 shares; 2025Q3: 12,885 shares; 2025Q4: 12,251 shares 12,251 $3.56M 0.35% -634 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: 7,618 shares; 2024Q4: 7,367 shares; 2025Q1: 7,716 shares; 2025Q2: 7,553 shares; 2025Q3: 7,009 shares; 2025Q4: 6,996 shares 6,996 $3.52M 0.34% -13 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: 20,336 shares; 2024Q4: 18,951 shares; 2025Q1: 22,174 shares; 2025Q2: 22,830 shares; 2025Q3: 23,253 shares; 2025Q4: 22,920 shares 22,920 $3.49M 0.34% -333 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: 37,077 shares; 2024Q4: 58,517 shares; 2025Q1: 71,120 shares; 2025Q2: 76,182 shares; 2025Q3: 68,375 shares; 2025Q4: 67,665 shares 67,665 $3.42M 0.34% -710 Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,954 shares; 2024Q4: 66,781 shares; 2025Q1: 71,723 shares; 2025Q2: 71,641 shares; 2025Q3: 71,619 shares; 2025Q4: 71,499 shares 71,499 $3.36M 0.33% -120 Timeline POCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,516 shares; 2024Q4: 72,904 shares; 2025Q1: 72,904 shares; 2025Q2: 72,904 shares; 2025Q3: 72,904 shares; 2025Q4: 74,988 shares 74,988 $3.29M 0.32% +2,084 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: 21,450 shares; 2024Q4: 17,205 shares; 2025Q1: 22,224 shares; 2025Q2: 21,159 shares; 2025Q3: 23,091 shares; 2025Q4: 22,822 shares 22,822 $3.28M 0.32% -269 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,152 shares; 2024Q4: 13,213 shares; 2025Q1: 18,752 shares; 2025Q2: 18,833 shares; 2025Q3: 25,539 shares; 2025Q4: 25,605 shares 25,605 $3.27M 0.32% +66 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: 2,261 shares; 2024Q4: 2,053 shares; 2025Q1: 2,120 shares; 2025Q2: 2,000 shares; 2025Q3: 2,709 shares; 2025Q4: 2,977 shares 2,977 $3.18M 0.31% +268 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,511 shares; 2024Q4: 16,248 shares; 2025Q1: 3,064 shares; 2025Q2: 15,049 shares; 2025Q3: 14,450 shares; 2025Q4: 15,081 shares 15,081 $3.15M 0.31% +631 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,589 shares; 2024Q4: 26,924 shares; 2025Q1: 27,933 shares; 2025Q2: 28,287 shares; 2025Q3: 28,011 shares; 2025Q4: 27,226 shares 27,226 $3.03M 0.3% -785 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: 22,576 shares; 2024Q4: 19,938 shares; 2025Q1: 20,398 shares; 2025Q2: 15,808 shares; 2025Q3: 16,877 shares; 2025Q4: 18,893 shares 18,893 $3.03M 0.3% +2,016 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,280 shares; 2024Q4: 25,511 shares; 2025Q1: 24,925 shares; 2025Q2: 25,249 shares; 2025Q3: 24,941 shares; 2025Q4: 24,317 shares 24,317 $2.92M 0.29% -624 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: 39,661 shares; 2024Q4: 34,673 shares; 2025Q1: 34,953 shares; 2025Q2: 35,132 shares; 2025Q3: 35,696 shares; 2025Q4: 35,014 shares 35,014 $2.81M 0.28% -682 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,401 shares; 2024Q4: 10,465 shares; 2025Q1: 10,600 shares; 2025Q2: 11,527 shares; 2025Q3: 10,565 shares; 2025Q4: 10,033 shares 10,033 $2.8M 0.27% -532 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: 4,014 shares; 2024Q4: 3,687 shares; 2025Q1: 3,368 shares; 2025Q2: 3,397 shares; 2025Q3: 3,247 shares; 2025Q4: 29,802 shares 29,802 $2.79M 0.27% +26,555 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,449 shares; 2024Q4: 1,444 shares; 2025Q1: 1,479 shares; 2025Q2: 1,598 shares; 2025Q3: 1,640 shares; 2025Q4: 4,286 shares 4,286 $2.69M 0.26% +2,646 Timeline IVLU 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: 62,052 shares; 2024Q4: 138,618 shares; 2025Q1: 61,625 shares; 2025Q2: 98,409 shares; 2025Q3: 79,555 shares; 2025Q4: 69,560 shares 69,560 $2.65M 0.26% -9,995 Timeline COMT ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 99,059 shares; 2025Q3: 104,622 shares; 2025Q4: 105,382 shares 105,382 $2.62M 0.26% +760 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,012 shares; 2025Q1: 14,312 shares; 2025Q2: 14,465 shares; 2025Q3: 15,210 shares; 2025Q4: 15,209 shares 15,209 $2.6M 0.25% -1 Timeline PMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,017 shares; 2024Q4: 57,017 shares; 2025Q1: 57,017 shares; 2025Q2: 69,283 shares; 2025Q3: 64,521 shares; 2025Q4: 64,521 shares 64,521 $2.55M 0.25% 0 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: 69,592 shares; 2024Q4: 67,225 shares; 2025Q1: 66,883 shares; 2025Q2: 68,484 shares; 2025Q3: 77,227 shares; 2025Q4: 62,211 shares 62,211 $2.53M 0.25% -15,016 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: 4,558 shares; 2024Q4: 4,652 shares; 2025Q1: 4,564 shares; 2025Q2: 4,536 shares; 2025Q3: 4,459 shares; 2025Q4: 4,433 shares 4,433 $2.53M 0.25% -26 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: 14,174 shares; 2024Q4: 16,483 shares; 2025Q1: 18,219 shares; 2025Q2: 11,188 shares; 2025Q3: 11,582 shares; 2025Q4: 12,652 shares 12,652 $2.47M 0.24% +1,070 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,986 shares; 2024Q4: 13,241 shares; 2025Q1: 13,684 shares; 2025Q2: 14,679 shares; 2025Q3: 13,871 shares; 2025Q4: 13,587 shares 13,587 $2.41M 0.24% -284 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: 11,620 shares; 2024Q4: 10,623 shares; 2025Q1: 10,183 shares; 2025Q2: 11,947 shares; 2025Q3: 11,740 shares; 2025Q4: 11,413 shares 11,413 $2.38M 0.23% -327 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: 51,540 shares; 2024Q4: 47,391 shares; 2025Q1: 54,590 shares; 2025Q2: 65,027 shares; 2025Q3: 91,345 shares; 2025Q4: 93,724 shares 93,724 $2.33M 0.23% +2,379 Timeline PNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,541 shares; 2024Q4: 54,900 shares; 2025Q1: 54,900 shares; 2025Q2: 54,900 shares; 2025Q3: 51,791 shares; 2025Q4: 55,299 shares 55,299 $2.31M 0.23% +3,508 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: 7,527 shares; 2024Q4: 7,277 shares; 2025Q1: 7,457 shares; 2025Q2: 7,585 shares; 2025Q3: 7,451 shares; 2025Q4: 7,172 shares 7,172 $2.28M 0.22% -279 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,901 shares; 2024Q4: 32,893 shares; 2025Q1: 28,254 shares; 2025Q2: 29,151 shares; 2025Q3: 33,475 shares; 2025Q4: 46,511 shares 46,511 $2.25M 0.22% +13,036 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,668 shares; 2024Q4: 17,417 shares; 2025Q1: 17,623 shares; 2025Q2: 18,326 shares; 2025Q3: 19,099 shares; 2025Q4: 18,823 shares 18,823 $2.21M 0.22% -276 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: 19,464 shares; 2024Q4: 18,073 shares; 2025Q1: 18,915 shares; 2025Q2: 20,336 shares; 2025Q3: 18,486 shares; 2025Q4: 19,380 shares 19,380 $2.2M 0.22% +894 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,603 shares; 2024Q4: 20,664 shares; 2025Q1: 25,752 shares; 2025Q2: 27,280 shares; 2025Q3: 28,368 shares; 2025Q4: 28,491 shares 28,491 $2.2M 0.22% +123 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,702 shares; 2024Q4: 6,818 shares; 2025Q1: 7,423 shares; 2025Q2: 7,181 shares; 2025Q3: 6,996 shares; 2025Q4: 7,092 shares 7,092 $2.17M 0.21% +96 Timeline PJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,787 shares; 2024Q4: 51,111 shares; 2025Q1: 50,111 shares; 2025Q2: 51,065 shares; 2025Q3: 51,065 shares; 2025Q4: 51,065 shares 51,065 $2.14M 0.21% 0 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: 12,385 shares; 2024Q4: 12,226 shares; 2025Q1: 11,643 shares; 2025Q2: 11,713 shares; 2025Q3: 11,353 shares; 2025Q4: 11,121 shares 11,121 $2.04M 0.2% -232 Timeline PFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,342 shares; 2024Q4: 34,342 shares; 2025Q1: 49,945 shares; 2025Q2: 49,945 shares; 2025Q3: 49,945 shares; 2025Q4: 49,945 shares 49,945 $2.03M 0.2% 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: 37,562 shares; 2024Q4: 36,713 shares; 2025Q1: 37,167 shares; 2025Q2: 36,273 shares; 2025Q3: 35,984 shares; 2025Q4: 41,154 shares 41,154 $2.03M 0.2% +5,170 Timeline PAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,114 shares; 2024Q4: 34,114 shares; 2025Q1: 34,114 shares; 2025Q2: 34,114 shares; 2025Q3: 46,527 shares; 2025Q4: 46,527 shares 46,527 $2.01M 0.2% 0 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest 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: 30,617 shares 30,617 $2M 0.2% new Timeline TOUS T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,547 shares; 2025Q3: 14,205 shares; 2025Q4: 57,735 shares 57,735 $1.99M 0.19% +43,530 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,269 shares; 2024Q4: 11,244 shares; 2025Q1: 1,323 shares; 2025Q2: not reported; 2025Q3: 5,288 shares; 2025Q4: 8,033 shares 8,033 $1.98M 0.19% +2,745 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,800 shares; 2024Q4: 37,498 shares; 2025Q1: 10,912 shares; 2025Q2: 17,024 shares; 2025Q3: 16,313 shares; 2025Q4: 22,658 shares 22,658 $1.97M 0.19% +6,345 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,770 shares; 2025Q1: 18,411 shares; 2025Q2: 25,392 shares; 2025Q3: 25,839 shares; 2025Q4: 50,715 shares 50,715 $1.94M 0.19% +24,876 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: 1,320 shares; 2024Q4: 1,314 shares; 2025Q1: 4,968 shares; 2025Q2: 4,748 shares; 2025Q3: 4,723 shares; 2025Q4: 5,147 shares 5,147 $1.92M 0.19% +424 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: 43,021 shares; 2024Q4: 39,167 shares; 2025Q1: 29,840 shares; 2025Q2: 30,915 shares; 2025Q3: 36,753 shares; 2025Q4: 35,981 shares 35,981 $1.92M 0.19% -772 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: 22,152 shares; 2024Q4: 21,372 shares; 2025Q1: 23,546 shares; 2025Q2: 23,932 shares; 2025Q3: 26,176 shares; 2025Q4: 24,419 shares 24,419 $1.88M 0.18% -1,757 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: 8,394 shares; 2024Q4: 8,238 shares; 2025Q1: 8,648 shares; 2025Q2: 9,171 shares; 2025Q3: 9,882 shares; 2025Q4: 10,002 shares 10,002 $1.86M 0.18% +120 Timeline OZ BELPOINTE PREP LLC More: the full row for BELPOINTE PREP LLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,474 shares; 2024Q4: 28,474 shares; 2025Q1: 28,474 shares; 2025Q2: 28,474 shares; 2025Q3: 28,474 shares; 2025Q4: 28,474 shares 28,474 $1.85M 0.18% 0 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,338 shares; 2024Q4: 35,372 shares; 2025Q1: 37,117 shares; 2025Q2: 37,239 shares; 2025Q3: 38,767 shares; 2025Q4: 38,612 shares 38,612 $1.85M 0.18% -155 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 42,248 shares 42,248 $1.84M 0.18% new Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,779 shares; 2024Q4: 6,122 shares; 2025Q1: 5,950 shares; 2025Q2: 29,212 shares; 2025Q3: 31,992 shares; 2025Q4: 32,457 shares 32,457 $1.84M 0.18% +465 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,764 shares 23,764 $1.83M 0.18% new 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: 6,149 shares; 2024Q4: 5,995 shares; 2025Q1: 6,007 shares; 2025Q2: 6,155 shares; 2025Q3: 5,840 shares; 2025Q4: 6,178 shares 6,178 $1.83M 0.18% +338 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: 16,369 shares; 2024Q4: 14,925 shares; 2025Q1: 15,479 shares; 2025Q2: 16,481 shares; 2025Q3: 11,257 shares; 2025Q4: 17,268 shares 17,268 $1.82M 0.18% +6,011 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: 5,066 shares; 2024Q4: 4,932 shares; 2025Q1: 4,869 shares; 2025Q2: 5,417 shares; 2025Q3: 5,338 shares; 2025Q4: 4,886 shares 4,886 $1.81M 0.18% -452 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,987 shares; 2024Q4: 6,918 shares; 2025Q1: 6,907 shares; 2025Q2: 7,437 shares; 2025Q3: 7,349 shares; 2025Q4: 7,367 shares 7,367 $1.78M 0.17% +18 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: 11,196 shares; 2024Q4: 12,233 shares; 2025Q1: 12,678 shares; 2025Q2: 12,428 shares; 2025Q3: 13,862 shares; 2025Q4: 13,130 shares 13,130 $1.77M 0.17% -732 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,719 shares; 2024Q4: 5,859 shares; 2025Q1: 5,966 shares; 2025Q2: 5,841 shares; 2025Q3: 5,990 shares; 2025Q4: 5,140 shares 5,140 $1.77M 0.17% -850 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,539 shares; 2024Q4: 17,342 shares; 2025Q1: 18,334 shares; 2025Q2: 18,704 shares; 2025Q3: 19,037 shares; 2025Q4: 18,930 shares 18,930 $1.74M 0.17% -107 Timeline PEY 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: 60,462 shares; 2024Q4: 85,645 shares; 2025Q1: 82,802 shares; 2025Q2: 86,953 shares; 2025Q3: 86,820 shares; 2025Q4: 85,102 shares 85,102 $1.73M 0.17% -1,718 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,509 shares; 2024Q4: 8,016 shares; 2025Q1: 13,441 shares; 2025Q2: 15,732 shares; 2025Q3: 16,412 shares; 2025Q4: 17,312 shares 17,312 $1.73M 0.17% +900 Timeline HIMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,413 shares; 2025Q2: 14,489 shares; 2025Q3: 31,782 shares; 2025Q4: 35,005 shares 35,005 $1.7M 0.17% +3,223 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: 19,054 shares; 2024Q4: 25,614 shares; 2025Q1: 31,832 shares; 2025Q2: 34,150 shares; 2025Q3: 32,734 shares; 2025Q4: 30,616 shares 30,616 $1.68M 0.16% -2,118 Timeline BRTR BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 33,116 shares 33,116 $1.68M 0.16% new Timeline PDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,499 shares; 2024Q4: 36,985 shares; 2025Q1: 36,985 shares; 2025Q2: 36,985 shares; 2025Q3: 36,985 shares; 2025Q4: 38,717 shares 38,717 $1.68M 0.16% +1,732 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: 12,403 shares; 2024Q4: 13,119 shares; 2025Q1: 13,900 shares; 2025Q2: 15,074 shares; 2025Q3: 14,290 shares; 2025Q4: 13,336 shares 13,336 $1.67M 0.16% -954 Timeline LCTU 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: 32,362 shares; 2024Q4: 31,194 shares; 2025Q1: 30,032 shares; 2025Q2: 29,844 shares; 2025Q3: 23,163 shares; 2025Q4: 22,480 shares 22,480 $1.67M 0.16% -683 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: 5,004 shares; 2024Q4: 5,084 shares; 2025Q1: 5,317 shares; 2025Q2: 6,062 shares; 2025Q3: 5,962 shares; 2025Q4: 5,478 shares 5,478 $1.65M 0.16% -484 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,357 shares; 2024Q4: 29,320 shares; 2025Q1: 32,313 shares; 2025Q2: 33,713 shares; 2025Q3: 29,663 shares; 2025Q4: 33,914 shares 33,914 $1.64M 0.16% +4,251 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,123 shares; 2024Q4: 23,673 shares; 2025Q1: 23,338 shares; 2025Q2: 22,953 shares; 2025Q3: 23,679 shares; 2025Q4: 21,804 shares 21,804 $1.61M 0.16% -1,875 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: 4,574 shares; 2024Q4: 8,502 shares; 2025Q1: 8,236 shares; 2025Q2: 8,386 shares; 2025Q3: 8,824 shares; 2025Q4: 8,735 shares 8,735 $1.61M 0.16% -89 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,056 shares; 2024Q4: 5,116 shares; 2025Q1: 5,665 shares; 2025Q2: 5,682 shares; 2025Q3: 5,537 shares; 2025Q4: 5,533 shares 5,533 $1.6M 0.16% -4 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,333 shares; 2024Q4: 3,317 shares; 2025Q1: 3,269 shares; 2025Q2: 3,165 shares; 2025Q3: 3,163 shares; 2025Q4: 3,034 shares 3,034 $1.59M 0.16% -129 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: 2,857 shares; 2024Q4: 2,514 shares; 2025Q1: 2,323 shares; 2025Q2: 2,532 shares; 2025Q3: 2,334 shares; 2025Q4: 2,795 shares 2,795 $1.58M 0.15% +461 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,833 shares; 2024Q4: 1,825 shares; 2025Q1: 2,043 shares; 2025Q2: 2,120 shares; 2025Q3: 2,295 shares; 2025Q4: 2,341 shares 2,341 $1.55M 0.15% +46 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,120 shares; 2024Q4: 1,385 shares; 2025Q1: 2,781 shares; 2025Q2: 2,743 shares; 2025Q3: 2,783 shares; 2025Q4: 1,759 shares 1,759 $1.55M 0.15% -1,024 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,980 shares; 2024Q4: 14,090 shares; 2025Q1: 14,407 shares; 2025Q2: 14,525 shares; 2025Q3: 14,561 shares; 2025Q4: 14,489 shares 14,489 $1.53M 0.15% -72 Timeline EMB 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: 5,446 shares; 2024Q4: 6,504 shares; 2025Q1: 9,181 shares; 2025Q2: 10,740 shares; 2025Q3: 11,917 shares; 2025Q4: 15,629 shares 15,629 $1.5M 0.15% +3,712 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: 3,090 shares; 2024Q4: 2,945 shares; 2025Q1: 2,999 shares; 2025Q2: 2,991 shares; 2025Q3: 3,124 shares; 2025Q4: 3,104 shares 3,104 $1.5M 0.15% -20 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: 1,562 shares; 2024Q4: 1,573 shares; 2025Q1: 1,668 shares; 2025Q2: 2,825 shares; 2025Q3: 2,802 shares; 2025Q4: 2,913 shares 2,913 $1.49M 0.15% +111 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,973 shares; 2024Q4: 10,159 shares; 2025Q1: 7,159 shares; 2025Q2: 7,098 shares; 2025Q3: 7,458 shares; 2025Q4: 7,772 shares 7,772 $1.48M 0.15% +314 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: 7,616 shares; 2024Q4: 7,814 shares; 2025Q1: 8,849 shares; 2025Q2: 8,656 shares; 2025Q3: 6,289 shares; 2025Q4: 5,540 shares 5,540 $1.47M 0.14% -749 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,966 shares; 2024Q4: 3,830 shares; 2025Q1: 3,852 shares; 2025Q2: 4,024 shares; 2025Q3: 4,078 shares; 2025Q4: 3,391 shares 3,391 $1.45M 0.14% -687 Timeline BIZD 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: 44,570 shares; 2024Q4: 43,456 shares; 2025Q1: 39,939 shares; 2025Q2: 41,691 shares; 2025Q3: 97,051 shares; 2025Q4: 101,774 shares 101,774 $1.44M 0.14% +4,723 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,386 shares; 2024Q4: 1,426 shares; 2025Q1: 1,484 shares; 2025Q2: 1,594 shares; 2025Q3: 1,629 shares; 2025Q4: 5,259 shares 5,259 $1.44M 0.14% +3,630 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,034 shares; 2024Q4: 24,826 shares; 2025Q1: 24,016 shares; 2025Q2: 25,781 shares; 2025Q3: 25,822 shares; 2025Q4: 24,890 shares 24,890 $1.42M 0.14% -932 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: 21,487 shares 21,487 $1.41M 0.14% new 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: 11,201 shares; 2024Q4: 10,688 shares; 2025Q1: 10,883 shares; 2025Q2: 11,277 shares; 2025Q3: 15,494 shares; 2025Q4: 14,944 shares 14,944 $1.39M 0.14% -550 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: 56,100 shares; 2024Q4: 13,486 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 54,985 shares; 2025Q4: 55,456 shares 55,456 $1.38M 0.14% +471 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 24,008 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,270 shares; 2025Q4: 6,542 shares 6,542 $1.38M 0.13% -728 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: 5,583 shares; 2024Q4: 4,872 shares; 2025Q1: 4,775 shares; 2025Q2: 5,487 shares; 2025Q3: 4,142 shares; 2025Q4: 4,971 shares 4,971 $1.33M 0.13% +829 Timeline PJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,570 shares; 2024Q4: 29,165 shares; 2025Q1: 26,665 shares; 2025Q2: 26,665 shares; 2025Q3: 28,662 shares; 2025Q4: 28,662 shares 28,662 $1.33M 0.13% 0 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: 5,671 shares; 2024Q4: 5,858 shares; 2025Q1: 6,104 shares; 2025Q2: 6,745 shares; 2025Q3: 6,687 shares; 2025Q4: 6,272 shares 6,272 $1.33M 0.13% -415 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,746 shares; 2024Q4: 2,259 shares; 2025Q1: 2,020 shares; 2025Q2: 2,841 shares; 2025Q3: 2,274 shares; 2025Q4: 2,247 shares 2,247 $1.3M 0.13% -27 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: 10,015 shares; 2024Q4: 9,996 shares; 2025Q1: 9,983 shares; 2025Q2: 9,754 shares; 2025Q3: 9,708 shares; 2025Q4: 9,740 shares 9,740 $1.3M 0.13% +32 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,501 shares; 2024Q4: 7,616 shares; 2025Q1: 7,067 shares; 2025Q2: 4,153 shares; 2025Q3: 3,933 shares; 2025Q4: 11,531 shares 11,531 $1.29M 0.13% +7,598 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,219 shares; 2024Q4: 1,295 shares; 2025Q1: 3,417 shares; 2025Q2: 3,367 shares; 2025Q3: 3,408 shares; 2025Q4: 1,493 shares 1,493 $1.29M 0.13% -1,915 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: 16,974 shares; 2024Q4: 17,281 shares; 2025Q1: 8,625 shares; 2025Q2: 8,560 shares; 2025Q3: 9,237 shares; 2025Q4: 8,542 shares 8,542 $1.27M 0.12% -695 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: 12,886 shares; 2024Q4: 12,524 shares; 2025Q1: 13,565 shares; 2025Q2: 12,475 shares; 2025Q3: 7,634 shares; 2025Q4: 9,991 shares 9,991 $1.26M 0.12% +2,357 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: 8,595 shares; 2024Q4: 8,584 shares; 2025Q1: 8,141 shares; 2025Q2: 8,202 shares; 2025Q3: 8,285 shares; 2025Q4: 8,140 shares 8,140 $1.25M 0.12% -145 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,826 shares; 2024Q4: 2,071 shares; 2025Q1: 2,094 shares; 2025Q2: 2,157 shares; 2025Q3: 2,196 shares; 2025Q4: 2,174 shares 2,174 $1.24M 0.12% -22 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,809 shares; 2025Q2: 23,258 shares; 2025Q3: 27,476 shares; 2025Q4: 27,617 shares 27,617 $1.24M 0.12% +141 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,249 shares; 2024Q4: 8,559 shares; 2025Q1: 9,538 shares; 2025Q2: 9,492 shares; 2025Q3: 8,762 shares; 2025Q4: 8,402 shares 8,402 $1.23M 0.12% -360 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: 12,373 shares; 2024Q4: 64,076 shares; 2025Q1: 62,023 shares; 2025Q2: 58,906 shares; 2025Q3: 55,046 shares; 2025Q4: 47,214 shares 47,214 $1.21M 0.12% -7,832 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,286 shares; 2024Q4: 27,171 shares; 2025Q1: 27,487 shares; 2025Q2: 28,279 shares; 2025Q3: 25,298 shares; 2025Q4: 21,193 shares 21,193 $1.19M 0.12% -4,105 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: 15,793 shares; 2024Q4: 12,767 shares; 2025Q1: 12,258 shares; 2025Q2: 14,534 shares; 2025Q3: 15,284 shares; 2025Q4: 14,479 shares 14,479 $1.18M 0.12% -805 Timeline TLTW 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: 36,838 shares; 2024Q4: 10,638 shares; 2025Q1: 10,638 shares; 2025Q2: 10,638 shares; 2025Q3: 51,944 shares; 2025Q4: 51,959 shares 51,959 $1.18M 0.12% +15 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,208 shares; 2024Q4: 6,752 shares; 2025Q1: 7,148 shares; 2025Q2: 7,301 shares; 2025Q3: 5,487 shares; 2025Q4: 6,763 shares 6,763 $1.17M 0.11% +1,276 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: not reported; 2024Q4: not reported; 2025Q1: 3,596 shares; 2025Q2: 3,194 shares; 2025Q3: 3,888 shares; 2025Q4: 7,843 shares 7,843 $1.17M 0.11% +3,955 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS 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: 22,026 shares; 2025Q4: 22,026 shares 22,026 $1.16M 0.11% 0 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,504 shares; 2024Q4: 3,033 shares; 2025Q1: 2,575 shares; 2025Q2: 2,300 shares; 2025Q3: 1,687 shares; 2025Q4: 1,701 shares 1,701 $1.15M 0.11% +14 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: 20,966 shares; 2024Q4: 18,133 shares; 2025Q1: 22,304 shares; 2025Q2: 24,418 shares; 2025Q3: 24,167 shares; 2025Q4: 21,133 shares 21,133 $1.14M 0.11% -3,034 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: 9,431 shares; 2024Q4: 4,278 shares; 2025Q1: 6,166 shares; 2025Q2: 7,581 shares; 2025Q3: 6,769 shares; 2025Q4: 6,314 shares 6,314 $1.12M 0.11% -455 Timeline JMBS JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,141 shares; 2025Q4: 24,553 shares 24,553 $1.12M 0.11% +19,412 Timeline XTEN BONDBLOXX ETF TRUST More: the full row for BONDBLOXX 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: 24,059 shares 24,059 $1.11M 0.11% new Timeline PSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,741 shares; 2024Q4: 25,288 shares; 2025Q1: 25,288 shares; 2025Q2: 25,288 shares; 2025Q3: 25,288 shares; 2025Q4: 25,288 shares 25,288 $1.11M 0.11% 0 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,608 shares; 2024Q4: 25,681 shares; 2025Q1: 19,447 shares; 2025Q2: 19,381 shares; 2025Q3: 20,105 shares; 2025Q4: 20,095 shares 20,095 $1.11M 0.11% -10 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,436 shares; 2025Q3: 27,464 shares; 2025Q4: 22,278 shares 22,278 $1.09M 0.11% -5,186 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: 2,739 shares; 2024Q4: 3,299 shares; 2025Q1: 3,280 shares; 2025Q2: 3,299 shares; 2025Q3: 3,697 shares; 2025Q4: 3,508 shares 3,508 $1.08M 0.11% -189 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: 9,268 shares; 2024Q4: 9,278 shares; 2025Q1: 9,452 shares; 2025Q2: 12,272 shares; 2025Q3: 14,777 shares; 2025Q4: 18,629 shares 18,629 $1.07M 0.11% +3,852 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,963 shares; 2024Q4: 46,896 shares; 2025Q1: 63,161 shares; 2025Q2: 63,336 shares; 2025Q3: 61,534 shares; 2025Q4: 67,411 shares 67,411 $1.07M 0.1% +5,877 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: 8,672 shares; 2024Q4: 7,137 shares; 2025Q1: 4,917 shares; 2025Q2: 4,747 shares; 2025Q3: 4,923 shares; 2025Q4: 5,470 shares 5,470 $1.07M 0.1% +547 Timeline KJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,662 shares; 2024Q4: 26,662 shares; 2025Q1: 25,679 shares; 2025Q2: 25,679 shares; 2025Q3: 25,679 shares; 2025Q4: 25,640 shares 25,640 $1.06M 0.1% -39 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: 45,739 shares; 2024Q4: 45,683 shares; 2025Q1: 41,698 shares; 2025Q2: 18,648 shares; 2025Q3: 17,816 shares; 2025Q4: 19,627 shares 19,627 $1.06M 0.1% +1,811 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: 102,604 shares; 2024Q4: 136,303 shares; 2025Q1: 68,407 shares; 2025Q2: 67,872 shares; 2025Q3: 15,575 shares; 2025Q4: 9,182 shares 9,182 $1.05M 0.1% -6,393 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,079 shares; 2024Q4: 28,507 shares; 2025Q1: 30,042 shares; 2025Q2: 30,693 shares; 2025Q3: 32,051 shares; 2025Q4: 29,757 shares 29,757 $1.04M 0.1% -2,294 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,426 shares; 2024Q4: 5,158 shares; 2025Q1: 5,166 shares; 2025Q2: 4,058 shares; 2025Q3: 3,169 shares; 2025Q4: 3,144 shares 3,144 $1.04M 0.1% -25 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: 6,127 shares; 2024Q4: 6,119 shares; 2025Q1: 9,546 shares; 2025Q2: 9,508 shares; 2025Q3: 9,719 shares; 2025Q4: 8,839 shares 8,839 $1.03M 0.1% -880 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,199 shares; 2024Q4: 9,328 shares; 2025Q1: 9,182 shares; 2025Q2: 8,925 shares; 2025Q3: 8,964 shares; 2025Q4: 9,248 shares 9,248 $1.02M 0.1% +284 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: 623 shares; 2024Q4: 3,930 shares; 2025Q1: 637 shares; 2025Q2: 562 shares; 2025Q3: 1,778 shares; 2025Q4: 2,153 shares 2,153 $1.02M 0.1% +375 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: 665 shares; 2024Q4: 947 shares; 2025Q1: 665 shares; 2025Q2: 665 shares; 2025Q3: 1,040 shares; 2025Q4: 1,685 shares 1,685 $1.02M 0.1% +645 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: 1,417 shares; 2024Q4: 1,632 shares; 2025Q1: 1,624 shares; 2025Q2: 1,931 shares; 2025Q3: 1,920 shares; 2025Q4: 1,735 shares 1,735 $994K 0.1% -185 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,523 shares; 2024Q4: 1,318 shares; 2025Q1: 1,570 shares; 2025Q2: 1,659 shares; 2025Q3: 1,694 shares; 2025Q4: 1,616 shares 1,616 $993K 0.1% -78 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,092 shares; 2024Q4: 10,888 shares; 2025Q1: 10,943 shares; 2025Q2: 10,981 shares; 2025Q3: 11,309 shares; 2025Q4: 8,549 shares 8,549 $986K 0.1% -2,760 Timeline SUSC 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: 32,437 shares; 2024Q4: 30,902 shares; 2025Q1: 32,486 shares; 2025Q2: 30,114 shares; 2025Q3: 34,260 shares; 2025Q4: 41,746 shares 41,746 $976K 0.1% +7,486 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,667 shares; 2024Q4: 6,329 shares; 2025Q1: 2,892 shares; 2025Q2: 2,542 shares; 2025Q3: 4,739 shares; 2025Q4: 7,046 shares 7,046 $965K 0.09% +2,307 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: 101,806 shares; 2024Q4: 81,930 shares; 2025Q1: 72,045 shares; 2025Q2: 61,760 shares; 2025Q3: 39,195 shares; 2025Q4: 38,382 shares 38,382 $953K 0.09% -813 Timeline DSI 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: 10,008 shares; 2024Q4: 8,319 shares; 2025Q1: 8,138 shares; 2025Q2: 7,819 shares; 2025Q3: 7,675 shares; 2025Q4: 7,365 shares 7,365 $949K 0.09% -310 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: 1,490 shares; 2024Q4: 2,549 shares; 2025Q1: 3,591 shares; 2025Q2: 3,579 shares; 2025Q3: 3,574 shares; 2025Q4: 3,469 shares 3,469 $941K 0.09% -105 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,972 shares; 2024Q4: 8,921 shares; 2025Q1: 7,954 shares; 2025Q2: 7,941 shares; 2025Q3: 6,359 shares; 2025Q4: 5,828 shares 5,828 $938K 0.09% -531 Timeline PAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,309 shares; 2024Q4: 19,309 shares; 2025Q1: 19,309 shares; 2025Q2: 23,823 shares; 2025Q3: 23,823 shares; 2025Q4: 23,823 shares 23,823 $932K 0.09% 0 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: 32,357 shares; 2024Q4: 24,948 shares; 2025Q1: 25,796 shares; 2025Q2: 26,181 shares; 2025Q3: 25,537 shares; 2025Q4: 15,209 shares 15,209 $914K 0.09% -10,328 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,792 shares; 2024Q4: 1,755 shares; 2025Q1: 1,772 shares; 2025Q2: 1,861 shares; 2025Q3: 1,767 shares; 2025Q4: 1,785 shares 1,785 $912K 0.09% +18 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,995 shares; 2024Q4: 4,732 shares; 2025Q1: 4,499 shares; 2025Q2: 3,938 shares; 2025Q3: 3,957 shares; 2025Q4: 3,747 shares 3,747 $910K 0.09% -210 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,006 shares; 2024Q4: 1,005 shares; 2025Q1: 1,080 shares; 2025Q2: 1,058 shares; 2025Q3: 1,117 shares; 2025Q4: 1,186 shares 1,186 $909K 0.09% +69 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: 16,313 shares; 2024Q4: 11,740 shares; 2025Q1: 13,274 shares; 2025Q2: 13,793 shares; 2025Q3: 15,053 shares; 2025Q4: 10,646 shares 10,646 $896K 0.09% -4,407 Timeline IJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,196 shares; 2024Q4: 22,196 shares; 2025Q1: 24,825 shares; 2025Q2: 24,825 shares; 2025Q3: 24,825 shares; 2025Q4: 24,779 shares 24,779 $896K 0.09% -46 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,262 shares; 2024Q4: 30,496 shares; 2025Q1: 30,037 shares; 2025Q2: 33,692 shares; 2025Q3: 30,385 shares; 2025Q4: 32,474 shares 32,474 $891K 0.09% +2,089 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,685 shares; 2025Q4: 13,171 shares 13,171 $884K 0.09% +486 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 498 shares; 2024Q4: not reported; 2025Q1: 2,238 shares; 2025Q2: 1,603 shares; 2025Q3: 1,906 shares; 2025Q4: 1,874 shares 1,874 $880K 0.09% -32 Timeline EMGF 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: 8,238 shares; 2024Q4: 8,269 shares; 2025Q1: 14,904 shares; 2025Q2: 15,293 shares; 2025Q3: 15,042 shares; 2025Q4: 15,150 shares 15,150 $876K 0.09% +108 Timeline HDB HDFC BANK LTD More: the full row for HDFC BANK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,027 shares; 2024Q4: 18,801 shares; 2025Q1: 18,791 shares; 2025Q2: 17,912 shares; 2025Q3: 25,066 shares; 2025Q4: 23,896 shares 23,896 $873K 0.09% -1,170 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: 14,675 shares; 2024Q4: 14,798 shares; 2025Q1: 17,631 shares; 2025Q2: 13,584 shares; 2025Q3: 12,269 shares; 2025Q4: 12,378 shares 12,378 $865K 0.08% +109 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,792 shares; 2024Q4: 19,267 shares; 2025Q1: 15,035 shares; 2025Q2: 10,448 shares; 2025Q3: 8,317 shares; 2025Q4: 7,049 shares 7,049 $865K 0.08% -1,268 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,567 shares; 2024Q4: 2,298 shares; 2025Q1: 2,274 shares; 2025Q2: 2,286 shares; 2025Q3: 2,273 shares; 2025Q4: 2,203 shares 2,203 $844K 0.08% -70 Timeline USXF 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: 22,400 shares; 2024Q4: 26,222 shares; 2025Q1: 25,281 shares; 2025Q2: 18,862 shares; 2025Q3: 14,717 shares; 2025Q4: 14,575 shares 14,575 $839K 0.08% -142 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: 1,470 shares; 2024Q4: 1,502 shares; 2025Q1: 1,675 shares; 2025Q2: 2,318 shares; 2025Q3: 3,265 shares; 2025Q4: 3,444 shares 3,444 $835K 0.08% +179 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,004 shares; 2025Q1: 8,146 shares; 2025Q2: 8,173 shares; 2025Q3: 8,593 shares; 2025Q4: 6,425 shares 6,425 $834K 0.08% -2,168 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 751 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,346 shares; 2025Q4: 3,642 shares 3,642 $834K 0.08% +296 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,601 shares; 2024Q4: 2,478 shares; 2025Q1: 3,026 shares; 2025Q2: 3,023 shares; 2025Q3: 2,915 shares; 2025Q4: 2,141 shares 2,141 $833K 0.08% -774 Timeline PUK PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,012 shares; 2024Q4: not reported; 2025Q1: 33,288 shares; 2025Q2: 28,119 shares; 2025Q3: 27,288 shares; 2025Q4: 26,732 shares 26,732 $832K 0.08% -556 Timeline KAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,348 shares; 2024Q4: 22,348 shares; 2025Q1: 22,348 shares; 2025Q2: 23,639 shares; 2025Q3: 23,639 shares; 2025Q4: 23,639 shares 23,639 $830K 0.08% 0 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,478 shares; 2024Q4: 3,878 shares; 2025Q1: 5,311 shares; 2025Q2: 5,390 shares; 2025Q3: 3,617 shares; 2025Q4: 3,559 shares 3,559 $823K 0.08% -58 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,989 shares; 2024Q4: 5,571 shares; 2025Q1: 3,665 shares; 2025Q2: 5,549 shares; 2025Q3: 3,624 shares; 2025Q4: 3,837 shares 3,837 $822K 0.08% +213 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,783 shares 6,783 $809K 0.08% new Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,744 shares; 2025Q3: 2,980 shares; 2025Q4: 3,550 shares 3,550 $808K 0.08% +570 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: 4,796 shares; 2024Q4: 3,909 shares; 2025Q1: 4,857 shares; 2025Q2: 5,083 shares; 2025Q3: 4,896 shares; 2025Q4: 4,595 shares 4,595 $807K 0.08% -301 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,432 shares; 2025Q2: 20,771 shares; 2025Q3: 21,085 shares; 2025Q4: 22,046 shares 22,046 $799K 0.08% +961 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: not reported; 2024Q4: not reported; 2025Q1: 2,557 shares; 2025Q2: 2,798 shares; 2025Q3: 2,564 shares; 2025Q4: 2,539 shares 2,539 $799K 0.08% -25 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 828 shares; 2024Q4: 800 shares; 2025Q1: 790 shares; 2025Q2: 789 shares; 2025Q3: 780 shares; 2025Q4: 781 shares 781 $789K 0.08% +1 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: 995 shares; 2024Q4: 889 shares; 2025Q1: 767 shares; 2025Q2: 879 shares; 2025Q3: 765 shares; 2025Q4: 5,125 shares 5,125 $785K 0.08% +4,360 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,967 shares; 2024Q4: 4,015 shares; 2025Q1: 4,098 shares; 2025Q2: 4,088 shares; 2025Q3: 4,097 shares; 2025Q4: 4,075 shares 4,075 $781K 0.08% -22 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: 2,920 shares; 2024Q4: 2,974 shares; 2025Q1: 3,112 shares; 2025Q2: 3,190 shares; 2025Q3: 3,177 shares; 2025Q4: 3,032 shares 3,032 $780K 0.08% -145 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,087 shares; 2024Q4: 59,081 shares; 2025Q1: 60,797 shares; 2025Q2: 60,885 shares; 2025Q3: 67,750 shares; 2025Q4: 44,923 shares 44,923 $779K 0.08% -22,827 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,361 shares; 2025Q2: 4,388 shares; 2025Q3: 4,480 shares; 2025Q4: 4,804 shares 4,804 $776K 0.08% +324 Timeline GLDM WORLD GOLD TR More: the full row for WORLD 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: 3,363 shares; 2025Q4: 9,052 shares 9,052 $773K 0.08% +5,689 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: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares 1 $755K 0.07% 0 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,154 shares; 2024Q4: 10,044 shares; 2025Q1: 9,882 shares; 2025Q2: 10,036 shares; 2025Q3: 8,570 shares; 2025Q4: 8,241 shares 8,241 $754K 0.07% -329 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,666 shares; 2024Q4: 3,545 shares; 2025Q1: 3,571 shares; 2025Q2: 3,704 shares; 2025Q3: 3,797 shares; 2025Q4: 3,843 shares 3,843 $750K 0.07% +46 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,075 shares; 2024Q4: 1,343 shares; 2025Q1: 4,001 shares; 2025Q2: 4,237 shares; 2025Q3: 3,955 shares; 2025Q4: 4,115 shares 4,115 $749K 0.07% +160 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,898 shares; 2025Q2: 20,762 shares; 2025Q3: 23,723 shares; 2025Q4: 14,821 shares 14,821 $736K 0.07% -8,902 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,603 shares; 2024Q4: 5,230 shares; 2025Q1: 6,118 shares; 2025Q2: 6,072 shares; 2025Q3: 5,517 shares; 2025Q4: 5,116 shares 5,116 $734K 0.07% -401 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,256 shares; 2024Q4: 13,175 shares; 2025Q1: 13,838 shares; 2025Q2: 17,756 shares; 2025Q3: 17,129 shares; 2025Q4: 31,763 shares 31,763 $731K 0.07% +14,634 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: 10,152 shares; 2024Q4: 10,133 shares; 2025Q1: 10,233 shares; 2025Q2: 10,193 shares; 2025Q3: 9,375 shares; 2025Q4: 9,870 shares 9,870 $725K 0.07% +495 Timeline PFXF 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: 40,472 shares; 2024Q4: 40,584 shares; 2025Q1: 40,605 shares; 2025Q2: 40,669 shares; 2025Q3: 40,726 shares; 2025Q4: 40,816 shares 40,816 $721K 0.07% +90 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,996 shares; 2024Q4: 1,964 shares; 2025Q1: 1,976 shares; 2025Q2: 2,011 shares; 2025Q3: 2,005 shares; 2025Q4: 2,120 shares 2,120 $714K 0.07% +115 Timeline BLW BLACKROCK LTD DURATION INCOM More: the full row for BLACKROCK LTD DURATION INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,668 shares; 2024Q4: 57,648 shares; 2025Q1: 54,612 shares; 2025Q2: 55,701 shares; 2025Q3: 55,482 shares; 2025Q4: 51,858 shares 51,858 $713K 0.07% -3,624 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,259 shares; 2025Q4: 1,565 shares 1,565 $710K 0.07% +306 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,771 shares; 2024Q4: 1,686 shares; 2025Q1: 1,621 shares; 2025Q2: 1,613 shares; 2025Q3: 1,636 shares; 2025Q4: 1,677 shares 1,677 $708K 0.07% +41 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,704 shares; 2024Q4: 10,698 shares; 2025Q1: 10,692 shares; 2025Q2: 8,836 shares; 2025Q3: 7,737 shares; 2025Q4: 8,104 shares 8,104 $707K 0.07% +367 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,500 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,946 shares 10,946 $705K 0.07% new Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,150 shares; 2024Q4: 5,187 shares; 2025Q1: 4,794 shares; 2025Q2: 4,606 shares; 2025Q3: 4,595 shares; 2025Q4: 4,562 shares 4,562 $703K 0.07% -33 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: 2,126 shares; 2024Q4: 2,496 shares; 2025Q1: 5,654 shares; 2025Q2: 5,794 shares; 2025Q3: 4,806 shares; 2025Q4: 5,172 shares 5,172 $702K 0.07% +366 Timeline KOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,609 shares; 2024Q4: 19,419 shares; 2025Q1: 19,419 shares; 2025Q2: 19,419 shares; 2025Q3: 19,419 shares; 2025Q4: 20,780 shares 20,780 $700K 0.07% +1,361 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: 870 shares; 2024Q4: 960 shares; 2025Q1: 922 shares; 2025Q2: 882 shares; 2025Q3: 942 shares; 2025Q4: 1,070 shares 1,070 $700K 0.07% +128 Timeline BRT BRT APARTMENTS CORP More: the full row for BRT APARTMENTS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,146 shares; 2024Q4: 65,621 shares; 2025Q1: 48,471 shares; 2025Q2: 48,471 shares; 2025Q3: 47,471 shares; 2025Q4: 47,471 shares 47,471 $698K 0.07% 0 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: not reported; 2024Q4: 4,196 shares; 2025Q1: 5,629 shares; 2025Q2: 5,629 shares; 2025Q3: 6,095 shares; 2025Q4: 9,039 shares 9,039 $689K 0.07% +2,944 Timeline MUA BLACKROCK MUNIASSETS FD INC More: the full row for BLACKROCK MUNIASSETS FD 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: 63,403 shares; 2025Q4: 63,607 shares 63,607 $681K 0.07% +204 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,364 shares; 2024Q4: 2,106 shares; 2025Q1: 3,341 shares; 2025Q2: 3,651 shares; 2025Q3: 3,672 shares; 2025Q4: 3,284 shares 3,284 $671K 0.07% -388 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: 669 shares; 2025Q1: 654 shares; 2025Q2: 626 shares; 2025Q3: 620 shares; 2025Q4: 625 shares 625 $669K 0.07% +5 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: 1,231 shares; 2024Q4: 815 shares; 2025Q1: 1,159 shares; 2025Q2: 1,381 shares; 2025Q3: 1,876 shares; 2025Q4: 1,985 shares 1,985 $668K 0.07% +109 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,115 shares; 2024Q4: 8,908 shares; 2025Q1: 10,464 shares; 2025Q2: 10,687 shares; 2025Q3: 10,729 shares; 2025Q4: 11,126 shares 11,126 $668K 0.07% +397 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,507 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,547 shares; 2025Q4: 5,431 shares 5,431 $660K 0.06% +2,884 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,661 shares; 2024Q4: 2,646 shares; 2025Q1: 1,089 shares; 2025Q2: 842 shares; 2025Q3: 815 shares; 2025Q4: 751 shares 751 $660K 0.06% -64 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,526 shares; 2024Q4: 6,530 shares; 2025Q1: 6,533 shares; 2025Q2: 6,602 shares; 2025Q3: 6,586 shares; 2025Q4: 6,544 shares 6,544 $650K 0.06% -42 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: 4,448 shares; 2024Q4: 4,139 shares; 2025Q1: 4,255 shares; 2025Q2: 4,397 shares; 2025Q3: 4,402 shares; 2025Q4: 4,502 shares 4,502 $646K 0.06% +100 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,477 shares; 2024Q4: 2,567 shares; 2025Q1: 3,110 shares; 2025Q2: 2,075 shares; 2025Q3: 1,737 shares; 2025Q4: 2,248 shares 2,248 $642K 0.06% +511 Timeline SYSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,060 shares 7,060 $634K 0.06% new Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,494 shares 12,494 $631K 0.06% new Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,703 shares; 2024Q4: 8,638 shares; 2025Q1: 9,872 shares; 2025Q2: 10,554 shares; 2025Q3: 10,134 shares; 2025Q4: 7,148 shares 7,148 $626K 0.06% -2,986 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: 9,838 shares; 2024Q4: 9,947 shares; 2025Q1: 10,953 shares; 2025Q2: 10,542 shares; 2025Q3: 9,616 shares; 2025Q4: 9,839 shares 9,839 $615K 0.06% +223 Timeline CSPF COHEN & STEERS ETF TRUST More: the full row for COHEN & STEERS 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: 23,546 shares; 2025Q4: 23,546 shares 23,546 $610K 0.06% 0 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,021 shares; 2024Q4: 2,221 shares; 2025Q1: 4,337 shares; 2025Q2: 3,882 shares; 2025Q3: 4,165 shares; 2025Q4: 2,758 shares 2,758 $605K 0.06% -1,407 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,988 shares; 2024Q4: 1,962 shares; 2025Q1: 2,105 shares; 2025Q2: 2,039 shares; 2025Q3: 2,093 shares; 2025Q4: 2,175 shares 2,175 $599K 0.06% +82 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,957 shares; 2024Q4: 1,867 shares; 2025Q1: 1,861 shares; 2025Q2: 1,900 shares; 2025Q3: 1,747 shares; 2025Q4: 1,701 shares 1,701 $598K 0.06% -46 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,355 shares; 2024Q4: 8,939 shares; 2025Q1: 9,011 shares; 2025Q2: 9,855 shares; 2025Q3: 10,259 shares; 2025Q4: 8,965 shares 8,965 $596K 0.06% -1,294 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,251 shares; 2024Q4: 8,359 shares; 2025Q1: 8,315 shares; 2025Q2: 8,384 shares; 2025Q3: 8,319 shares; 2025Q4: 8,496 shares 8,496 $596K 0.06% +177 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,305 shares; 2024Q4: 2,312 shares; 2025Q1: 2,399 shares; 2025Q2: 2,465 shares; 2025Q3: 2,436 shares; 2025Q4: 2,053 shares 2,053 $591K 0.06% -383 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,453 shares; 2024Q4: 1,483 shares; 2025Q1: 1,655 shares; 2025Q2: 1,716 shares; 2025Q3: 1,570 shares; 2025Q4: 1,649 shares 1,649 $589K 0.06% +79 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: 4,295 shares; 2024Q4: 3,946 shares; 2025Q1: 4,936 shares; 2025Q2: 5,822 shares; 2025Q3: 5,632 shares; 2025Q4: 5,659 shares 5,659 $589K 0.06% +27 Timeline AMCOR PLC AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,793 shares; 2024Q4: 43,159 shares; 2025Q1: 45,185 shares; 2025Q2: 48,202 shares; 2025Q3: 125,143 shares; 2025Q4: 70,557 shares 70,557 $588K 0.06% -54,586 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: 12,169 shares; 2024Q4: 6,076 shares; 2025Q1: 7,822 shares; 2025Q2: 7,911 shares; 2025Q3: 7,786 shares; 2025Q4: 7,383 shares 7,383 $586K 0.06% -403 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,350 shares; 2024Q4: 1,138 shares; 2025Q1: 1,195 shares; 2025Q2: 1,596 shares; 2025Q3: 1,592 shares; 2025Q4: 1,655 shares 1,655 $580K 0.06% +63 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,122 shares; 2025Q2: 5,335 shares; 2025Q3: 5,873 shares; 2025Q4: 6,122 shares 6,122 $576K 0.06% +249 Timeline GSLC 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: 4,966 shares; 2024Q4: 4,711 shares; 2025Q1: 4,722 shares; 2025Q2: 4,742 shares; 2025Q3: 4,741 shares; 2025Q4: 4,335 shares 4,335 $574K 0.06% -406 Timeline PBR PETROLEO BRASILEIRO S A More: the full row for PETROLEO BRASILEIRO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,312 shares; 2024Q4: 11,958 shares; 2025Q1: 23,966 shares; 2025Q2: 22,943 shares; 2025Q3: 51,431 shares; 2025Q4: 48,125 shares 48,125 $570K 0.06% -3,306 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,851 shares; 2024Q4: 1,756 shares; 2025Q1: 1,783 shares; 2025Q2: 1,826 shares; 2025Q3: 1,790 shares; 2025Q4: 1,751 shares 1,751 $567K 0.06% -39 Timeline IEV 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: 54,096 shares; 2024Q4: 39,305 shares; 2025Q1: 31,606 shares; 2025Q2: 29,769 shares; 2025Q3: 12,422 shares; 2025Q4: 8,189 shares 8,189 $562K 0.05% -4,233 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: 2,026 shares; 2024Q4: 2,023 shares; 2025Q1: 2,045 shares; 2025Q2: 1,891 shares; 2025Q3: 1,883 shares; 2025Q4: 1,879 shares 1,879 $561K 0.05% -4 Timeline INFY INFOSYS LTD More: the full row for INFOSYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,737 shares; 2024Q4: 31,273 shares; 2025Q1: 31,510 shares; 2025Q2: 32,097 shares; 2025Q3: 30,593 shares; 2025Q4: 31,121 shares 31,121 $555K 0.05% +528 Timeline AVB AVALONBAY CMNTYS INC More: the full row for AVALONBAY CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,535 shares; 2024Q4: 1,519 shares; 2025Q1: 1,631 shares; 2025Q2: 2,282 shares; 2025Q3: 3,754 shares; 2025Q4: 3,046 shares 3,046 $552K 0.05% -708 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,980 shares; 2024Q4: 11,974 shares; 2025Q1: 9,499 shares; 2025Q2: 9,996 shares; 2025Q3: 10,033 shares; 2025Q4: 12,472 shares 12,472 $551K 0.05% +2,439 Timeline NWG NATWEST GROUP PLC More: the full row for NATWEST GROUP 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: 20,187 shares; 2025Q2: 33,233 shares; 2025Q3: 31,507 shares; 2025Q4: 31,471 shares 31,471 $551K 0.05% -36 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: 3,008 shares; 2024Q4: 2,881 shares; 2025Q1: 3,264 shares; 2025Q2: 3,859 shares; 2025Q3: 3,468 shares; 2025Q4: 3,421 shares 3,421 $548K 0.05% -47 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,497 shares 5,497 $534K 0.05% new Timeline IAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,837 shares; 2024Q4: 12,837 shares; 2025Q1: 12,837 shares; 2025Q2: 17,293 shares; 2025Q3: 17,293 shares; 2025Q4: 17,293 shares 17,293 $533K 0.05% 0 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,722 shares; 2024Q4: 2,724 shares; 2025Q1: 2,587 shares; 2025Q2: 3,057 shares; 2025Q3: 3,204 shares; 2025Q4: 3,127 shares 3,127 $530K 0.05% -77 Timeline IAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS 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: 18,296 shares; 2025Q4: 18,296 shares 18,296 $521K 0.05% 0 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,219 shares; 2024Q4: 2,948 shares; 2025Q1: 7,110 shares; 2025Q2: 8,689 shares; 2025Q3: 5,986 shares; 2025Q4: 8,138 shares 8,138 $518K 0.05% +2,152 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS 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: 3,835 shares; 2025Q4: 6,572 shares 6,572 $517K 0.05% +2,737 Timeline KJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,197 shares; 2024Q4: 17,197 shares; 2025Q1: 15,047 shares; 2025Q2: 15,047 shares; 2025Q3: 16,246 shares; 2025Q4: 16,246 shares 16,246 $515K 0.05% 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: 734 shares; 2024Q4: 683 shares; 2025Q1: 683 shares; 2025Q2: 683 shares; 2025Q3: 683 shares; 2025Q4: 683 shares 683 $515K 0.05% 0 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 42,996 shares; 2025Q4: 43,785 shares 43,785 $514K 0.05% +789 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS 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: 704 shares; 2025Q3: 747 shares; 2025Q4: 759 shares 759 $513K 0.05% +12 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,149 shares; 2025Q4: 4,986 shares 4,986 $511K 0.05% +837 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS 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: 9,460 shares; 2025Q4: 9,460 shares 9,460 $510K 0.05% 0 Timeline ITUB ITAU UNIBANCO HLDG S A More: the full row for ITAU UNIBANCO HLDG S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,711 shares; 2024Q4: 55,176 shares; 2025Q1: 68,777 shares; 2025Q2: 67,893 shares; 2025Q3: 67,971 shares; 2025Q4: 71,025 shares 71,025 $509K 0.05% +3,054 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,138 shares; 2024Q4: 3,998 shares; 2025Q1: 3,972 shares; 2025Q2: 4,313 shares; 2025Q3: 4,941 shares; 2025Q4: 3,976 shares 3,976 $507K 0.05% -965 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,798 shares; 2024Q4: 8,480 shares; 2025Q1: 8,626 shares; 2025Q2: 8,858 shares; 2025Q3: 7,762 shares; 2025Q4: 6,604 shares 6,604 $506K 0.05% -1,158 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,654 shares; 2024Q4: not reported; 2025Q1: 4,393 shares; 2025Q2: 4,688 shares; 2025Q3: 4,035 shares; 2025Q4: 4,083 shares 4,083 $502K 0.05% +48 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 703 shares; 2024Q4: 632 shares; 2025Q1: 636 shares; 2025Q2: 653 shares; 2025Q3: 408 shares; 2025Q4: 606 shares 606 $497K 0.05% +198 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: 32,387 shares; 2024Q4: 31,259 shares; 2025Q1: 31,006 shares; 2025Q2: 29,120 shares; 2025Q3: 22,470 shares; 2025Q4: 16,564 shares 16,564 $495K 0.05% -5,906 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: 2,459 shares; 2024Q4: 2,559 shares; 2025Q1: 3,559 shares; 2025Q2: 1,236 shares; 2025Q3: 1,394 shares; 2025Q4: 1,244 shares 1,244 $493K 0.05% -150 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,120 shares; 2024Q4: 2,860 shares; 2025Q1: 2,525 shares; 2025Q2: 8,774 shares; 2025Q3: 7,312 shares; 2025Q4: 7,666 shares 7,666 $493K 0.05% +354 Timeline FIVE FIVE BELOW INC More: the full row for FIVE BELOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,107 shares; 2025Q1: not reported; 2025Q2: 2,488 shares; 2025Q3: 2,719 shares; 2025Q4: 2,613 shares 2,613 $492K 0.05% -106 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,521 shares; 2024Q4: 3,427 shares; 2025Q1: 3,576 shares; 2025Q2: 3,567 shares; 2025Q3: 3,623 shares; 2025Q4: 3,562 shares 3,562 $491K 0.05% -61 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,686 shares 2,686 $487K 0.05% new Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,542 shares; 2024Q4: 7,394 shares; 2025Q1: 7,156 shares; 2025Q2: 6,994 shares; 2025Q3: 5,715 shares; 2025Q4: 5,426 shares 5,426 $479K 0.05% -289 Timeline ARGX ARGENX SE More: the full row for ARGENX SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 654 shares; 2024Q4: 659 shares; 2025Q1: 757 shares; 2025Q2: 817 shares; 2025Q3: 839 shares; 2025Q4: 567 shares 567 $477K 0.05% -272 Timeline IDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS 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: 14,641 shares 14,641 $473K 0.05% new Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,617 shares; 2024Q4: 1,931 shares; 2025Q1: 2,090 shares; 2025Q2: 2,264 shares; 2025Q3: 2,259 shares; 2025Q4: 2,157 shares 2,157 $468K 0.05% -102 Timeline AWI ARMSTRONG WORLD INDS INC NEW More: the full row for ARMSTRONG WORLD INDS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,409 shares; 2024Q4: 2,335 shares; 2025Q1: 2,283 shares; 2025Q2: 2,339 shares; 2025Q3: 2,341 shares; 2025Q4: 2,432 shares 2,432 $465K 0.05% +91 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,136 shares 7,136 $462K 0.05% new 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: 8,199 shares; 2024Q4: 5,182 shares; 2025Q1: 5,297 shares; 2025Q2: 5,306 shares; 2025Q3: 5,281 shares; 2025Q4: 5,440 shares 5,440 $460K 0.05% +159 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,560 shares; 2024Q4: 2,563 shares; 2025Q1: 2,530 shares; 2025Q2: 2,520 shares; 2025Q3: 2,324 shares; 2025Q4: 2,520 shares 2,520 $460K 0.05% +196 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: 13,307 shares; 2024Q4: 12,131 shares; 2025Q1: 7,097 shares; 2025Q2: 6,432 shares; 2025Q3: 6,287 shares; 2025Q4: 6,218 shares 6,218 $458K 0.04% -69 Timeline TYG TORTOISE ENERGY INFRSTRCTR C More: the full row for TORTOISE ENERGY INFRSTRCTR C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,162 shares 11,162 $457K 0.04% new Timeline ILCV 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: 26,413 shares; 2025Q2: 5,247 shares; 2025Q3: 4,899 shares; 2025Q4: 4,829 shares 4,829 $456K 0.04% -70 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,532 shares; 2024Q4: 5,468 shares; 2025Q1: 5,505 shares; 2025Q2: 5,565 shares; 2025Q3: 5,626 shares; 2025Q4: 5,709 shares 5,709 $455K 0.04% +83 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,378 shares; 2024Q4: 20,856 shares; 2025Q1: 20,639 shares; 2025Q2: 20,984 shares; 2025Q3: 12,528 shares; 2025Q4: 12,526 shares 12,526 $454K 0.04% -2 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,110 shares; 2024Q4: 6,081 shares; 2025Q1: 5,963 shares; 2025Q2: 5,837 shares; 2025Q3: 5,828 shares; 2025Q4: 5,658 shares 5,658 $454K 0.04% -170 Timeline HLI HOULIHAN LOKEY INC More: the full row for HOULIHAN LOKEY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,127 shares; 2024Q4: 3,048 shares; 2025Q1: 3,073 shares; 2025Q2: 2,472 shares; 2025Q3: 2,512 shares; 2025Q4: 2,595 shares 2,595 $452K 0.04% +83 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,327 shares; 2025Q4: 2,661 shares 2,661 $451K 0.04% +1,334 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: 20,929 shares; 2024Q4: 14,550 shares; 2025Q1: 14,233 shares; 2025Q2: 14,235 shares; 2025Q3: 14,046 shares; 2025Q4: 14,070 shares 14,070 $451K 0.04% +24 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,122 shares; 2024Q4: 3,167 shares; 2025Q1: 3,334 shares; 2025Q2: 3,620 shares; 2025Q3: 3,440 shares; 2025Q4: 3,400 shares 3,400 $450K 0.04% -40 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,787 shares; 2024Q4: 1,763 shares; 2025Q1: 1,843 shares; 2025Q2: 1,874 shares; 2025Q3: 1,878 shares; 2025Q4: 1,826 shares 1,826 $450K 0.04% -52 Timeline VMRK VIVMARK RESIDENTIAL More: the full row for VIVMARK RESIDENTIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,638 shares; 2024Q4: 7,465 shares; 2025Q1: 7,931 shares; 2025Q2: 8,196 shares; 2025Q3: 8,002 shares; 2025Q4: 7,126 shares 7,126 $449K 0.04% -876 Timeline IMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS 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: 14,895 shares; 2025Q3: 14,895 shares; 2025Q4: 14,895 shares 14,895 $445K 0.04% 0 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,294 shares; 2024Q4: 1,223 shares; 2025Q1: 1,254 shares; 2025Q2: 1,226 shares; 2025Q3: 1,251 shares; 2025Q4: 1,201 shares 1,201 $444K 0.04% -50 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 212 shares; 2024Q4: 199 shares; 2025Q1: 294 shares; 2025Q2: 281 shares; 2025Q3: 250 shares; 2025Q4: 220 shares 220 $444K 0.04% -30 Timeline VOX 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: 2,269 shares; 2024Q4: 2,269 shares; 2025Q1: 2,269 shares; 2025Q2: 2,269 shares; 2025Q3: 2,269 shares; 2025Q4: 2,269 shares 2,269 $439K 0.04% 0 Timeline NYF 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: 5,902 shares; 2024Q4: 6,138 shares; 2025Q1: 6,157 shares; 2025Q2: 6,215 shares; 2025Q3: 6,345 shares; 2025Q4: 8,203 shares 8,203 $439K 0.04% +1,858 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,482 shares; 2024Q4: 3,721 shares; 2025Q1: 3,779 shares; 2025Q2: 4,539 shares; 2025Q3: 4,986 shares; 2025Q4: 7,488 shares 7,488 $439K 0.04% +2,502 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: 6,201 shares; 2024Q4: 5,845 shares; 2025Q1: 5,274 shares; 2025Q2: 4,505 shares; 2025Q3: 3,507 shares; 2025Q4: 2,560 shares 2,560 $438K 0.04% -947 Timeline GMAB GENMAB A/S More: the full row for GENMAB A/S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,043 shares; 2024Q4: not reported; 2025Q1: 14,128 shares; 2025Q2: 14,455 shares; 2025Q3: 14,153 shares; 2025Q4: 14,104 shares 14,104 $434K 0.04% -49 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: 4,783 shares; 2024Q4: 4,095 shares; 2025Q1: 4,210 shares; 2025Q2: 4,452 shares; 2025Q3: 4,129 shares; 2025Q4: 4,505 shares 4,505 $433K 0.04% +376 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,136 shares; 2024Q4: 1,117 shares; 2025Q1: 1,112 shares; 2025Q2: 965 shares; 2025Q3: 947 shares; 2025Q4: 964 shares 964 $432K 0.04% +17 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 956 shares; 2024Q4: 865 shares; 2025Q1: 941 shares; 2025Q2: 992 shares; 2025Q3: 913 shares; 2025Q4: 768 shares 768 $431K 0.04% -145 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 466 shares; 2024Q4: 348 shares; 2025Q1: 366 shares; 2025Q2: 360 shares; 2025Q3: 339 shares; 2025Q4: 254 shares 254 $429K 0.04% -85 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,062 shares; 2024Q4: 1,063 shares; 2025Q1: 1,063 shares; 2025Q2: 1,063 shares; 2025Q3: 1,063 shares; 2025Q4: 1,087 shares 1,087 $428K 0.04% +24 Timeline IOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,555 shares; 2025Q1: 9,555 shares; 2025Q2: 9,555 shares; 2025Q3: 9,555 shares; 2025Q4: 12,178 shares 12,178 $425K 0.04% +2,623 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,693 shares; 2024Q4: 6,786 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,339 shares 5,339 $421K 0.04% new Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,290 shares; 2024Q4: 1,483 shares; 2025Q1: 1,729 shares; 2025Q2: 1,967 shares; 2025Q3: 1,742 shares; 2025Q4: 2,151 shares 2,151 $417K 0.04% +409 Timeline CSW CSW INDUSTRIALS INC More: the full row for CSW INDUSTRIALS 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: 765 shares; 2025Q2: 941 shares; 2025Q3: 1,034 shares; 2025Q4: 1,420 shares 1,420 $417K 0.04% +386 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,579 shares; 2025Q3: 2,984 shares; 2025Q4: 3,064 shares 3,064 $417K 0.04% +80 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,199 shares 11,199 $414K 0.04% new Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,359 shares; 2025Q3: 5,870 shares; 2025Q4: 4,928 shares 4,928 $412K 0.04% -942 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,915 shares; 2024Q4: 1,903 shares; 2025Q1: 1,871 shares; 2025Q2: 1,874 shares; 2025Q3: 1,843 shares; 2025Q4: 1,844 shares 1,844 $412K 0.04% +1 Timeline UMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,703 shares; 2024Q4: 13,703 shares; 2025Q1: 12,235 shares; 2025Q2: 11,220 shares; 2025Q3: 11,220 shares; 2025Q4: 11,220 shares 11,220 $410K 0.04% 0 Timeline ZWS ZURN ELKAY WATER SOLNS CORP More: the full row for ZURN ELKAY WATER SOLNS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,164 shares; 2024Q4: 8,295 shares; 2025Q1: 8,334 shares; 2025Q2: 8,446 shares; 2025Q3: 8,381 shares; 2025Q4: 8,808 shares 8,808 $409K 0.04% +427 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,743 shares; 2024Q4: 6,489 shares; 2025Q1: 6,991 shares; 2025Q2: 9,186 shares; 2025Q3: 9,415 shares; 2025Q4: 10,150 shares 10,150 $408K 0.04% +735 Timeline THO THOR INDS INC More: the full row for THOR INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,768 shares; 2024Q4: 3,777 shares; 2025Q1: 3,749 shares; 2025Q2: 3,781 shares; 2025Q3: 3,812 shares; 2025Q4: 3,969 shares 3,969 $407K 0.04% +157 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: 5,964 shares; 2024Q4: 5,318 shares; 2025Q1: 5,429 shares; 2025Q2: 10,645 shares; 2025Q3: 10,708 shares; 2025Q4: 10,147 shares 10,147 $407K 0.04% -561 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,208 shares; 2024Q4: 1,211 shares; 2025Q1: 1,196 shares; 2025Q2: 1,197 shares; 2025Q3: 1,300 shares; 2025Q4: 1,305 shares 1,305 $405K 0.04% +5 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 347 shares; 2024Q4: 333 shares; 2025Q1: 326 shares; 2025Q2: 4,567 shares; 2025Q3: 4,554 shares; 2025Q4: 4,435 shares 4,435 $405K 0.04% -119 Timeline KAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS 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: 15,221 shares; 2025Q4: 15,221 shares 15,221 $404K 0.04% 0 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,769 shares; 2024Q4: 2,349 shares; 2025Q1: 2,046 shares; 2025Q2: 2,758 shares; 2025Q3: 972 shares; 2025Q4: 2,530 shares 2,530 $403K 0.04% +1,558 Timeline ASX ASE TECHNOLOGY HLDG CO LTD More: the full row for ASE TECHNOLOGY HLDG CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,936 shares; 2024Q4: 24,441 shares; 2025Q1: 27,395 shares; 2025Q2: 27,827 shares; 2025Q3: 27,708 shares; 2025Q4: 24,973 shares 24,973 $402K 0.04% -2,735 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,512 shares; 2024Q4: 3,006 shares; 2025Q1: 1,636 shares; 2025Q2: 2,199 shares; 2025Q3: 2,319 shares; 2025Q4: 2,914 shares 2,914 $401K 0.04% +595 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,860 shares; 2024Q4: 9,676 shares; 2025Q1: 8,888 shares; 2025Q2: 8,037 shares; 2025Q3: 7,473 shares; 2025Q4: 7,896 shares 7,896 $401K 0.04% +423 Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,062 shares; 2024Q4: 4,716 shares; 2025Q1: 4,276 shares; 2025Q2: 4,274 shares; 2025Q3: 4,247 shares; 2025Q4: 4,450 shares 4,450 $401K 0.04% +203 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,683 shares; 2024Q4: 5,256 shares; 2025Q1: 4,269 shares; 2025Q2: 4,241 shares; 2025Q3: 4,292 shares; 2025Q4: 4,236 shares 4,236 $397K 0.04% -56 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,331 shares; 2025Q4: 4,659 shares 4,659 $396K 0.04% +328 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: 1,828 shares; 2024Q4: 1,831 shares; 2025Q1: 1,904 shares; 2025Q2: 1,893 shares; 2025Q3: 1,888 shares; 2025Q4: 1,905 shares 1,905 $395K 0.04% +17 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,459 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,202 shares 4,202 $395K 0.04% new Timeline ROAD CONSTRUCTION PARTNERS INC More: the full row for CONSTRUCTION PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,072 shares; 2024Q4: 4,778 shares; 2025Q1: 4,633 shares; 2025Q2: 4,840 shares; 2025Q3: 4,787 shares; 2025Q4: 3,628 shares 3,628 $394K 0.04% -1,159 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: 2,809 shares; 2024Q4: 2,685 shares; 2025Q1: 2,942 shares; 2025Q2: 2,878 shares; 2025Q3: 2,207 shares; 2025Q4: 1,594 shares 1,594 $394K 0.04% -613 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,613 shares; 2024Q4: 3,542 shares; 2025Q1: 2,492 shares; 2025Q2: 2,411 shares; 2025Q3: 2,346 shares; 2025Q4: 2,427 shares 2,427 $393K 0.04% +81 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: 4,642 shares; 2024Q4: 2,890 shares; 2025Q1: 2,962 shares; 2025Q2: 3,793 shares; 2025Q3: 3,794 shares; 2025Q4: 3,823 shares 3,823 $392K 0.04% +29 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS 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: 11,717 shares; 2025Q2: 14,169 shares; 2025Q3: 20,589 shares; 2025Q4: 13,932 shares 13,932 $392K 0.04% -6,657 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,842 shares; 2025Q2: 3,265 shares; 2025Q3: 3,353 shares; 2025Q4: 3,373 shares 3,373 $392K 0.04% +20 Timeline RBA RB GLOBAL INC More: the full row for RB GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,165 shares; 2024Q4: 3,872 shares; 2025Q1: 3,976 shares; 2025Q2: 3,920 shares; 2025Q3: 3,991 shares; 2025Q4: 3,742 shares 3,742 $385K 0.04% -249 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,985 shares; 2024Q4: 1,893 shares; 2025Q1: 2,052 shares; 2025Q2: 1,994 shares; 2025Q3: 2,033 shares; 2025Q4: 2,058 shares 2,058 $382K 0.04% +25 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,621 shares 4,621 $377K 0.04% new Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,359 shares; 2025Q4: 4,369 shares 4,369 $375K 0.04% +10 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: 8,687 shares; 2024Q4: 7,431 shares; 2025Q1: 5,925 shares; 2025Q2: 5,809 shares; 2025Q3: 2,290 shares; 2025Q4: 2,108 shares 2,108 $374K 0.04% -182 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: 2,944 shares; 2024Q4: 1,780 shares; 2025Q1: 1,731 shares; 2025Q2: 2,280 shares; 2025Q3: 2,275 shares; 2025Q4: 2,226 shares 2,226 $374K 0.04% -49 Timeline EVUS 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: 8,924 shares; 2025Q4: 11,588 shares 11,588 $371K 0.04% +2,664 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 685 shares; 2024Q4: 513 shares; 2025Q1: not reported; 2025Q2: 597 shares; 2025Q3: 605 shares; 2025Q4: 608 shares 608 $368K 0.04% +3 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,868 shares; 2025Q4: 7,868 shares 7,868 $368K 0.04% 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: not reported; 2024Q4: not reported; 2025Q1: 9,595 shares; 2025Q2: 10,637 shares; 2025Q3: 11,853 shares; 2025Q4: 9,919 shares 9,919 $366K 0.04% -1,934 Timeline COO COOPER COS INC More: the full row for COOPER COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,054 shares; 2024Q4: 3,849 shares; 2025Q1: 4,059 shares; 2025Q2: 4,230 shares; 2025Q3: 3,809 shares; 2025Q4: 4,429 shares 4,429 $363K 0.04% +620 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,008 shares; 2025Q3: 4,310 shares; 2025Q4: 3,809 shares 3,809 $362K 0.04% -501 Timeline SPHD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,187 shares; 2024Q4: 7,246 shares; 2025Q1: 7,307 shares; 2025Q2: 7,375 shares; 2025Q3: 7,450 shares; 2025Q4: 7,540 shares 7,540 $362K 0.04% +90 Timeline JBTM JBT MAREL CORPORATION More: the full row for JBT MAREL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,208 shares; 2024Q4: 2,229 shares; 2025Q1: 2,210 shares; 2025Q2: 2,294 shares; 2025Q3: 2,301 shares; 2025Q4: 2,395 shares 2,395 $361K 0.04% +94 Timeline FN FABRINET More: the full row for FABRINET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,030 shares; 2024Q4: 968 shares; 2025Q1: 1,118 shares; 2025Q2: 1,069 shares; 2025Q3: 819 shares; 2025Q4: 792 shares 792 $361K 0.04% -27 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,809 shares; 2024Q4: 6,738 shares; 2025Q1: 8,620 shares; 2025Q2: 8,622 shares; 2025Q3: 10,374 shares; 2025Q4: 9,838 shares 9,838 $356K 0.03% -536 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,258 shares 6,258 $356K 0.03% new Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 561 shares; 2024Q4: 457 shares; 2025Q1: 409 shares; 2025Q2: 409 shares; 2025Q3: 460 shares; 2025Q4: 460 shares 460 $355K 0.03% 0 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,853 shares; 2024Q4: 1,660 shares; 2025Q1: 1,750 shares; 2025Q2: 1,793 shares; 2025Q3: 1,778 shares; 2025Q4: 1,966 shares 1,966 $354K 0.03% +188 Timeline KDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS 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: 8,076 shares; 2025Q4: 13,816 shares 13,816 $353K 0.03% +5,740 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,894 shares; 2025Q4: 4,390 shares 4,390 $352K 0.03% -1,504 Timeline RGEN REPLIGEN CORP More: the full row for REPLIGEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,758 shares; 2024Q4: not reported; 2025Q1: 1,836 shares; 2025Q2: 2,091 shares; 2025Q3: 2,029 shares; 2025Q4: 2,142 shares 2,142 $351K 0.03% +113 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,436 shares; 2024Q4: 7,449 shares; 2025Q1: 4,342 shares; 2025Q2: 6,573 shares; 2025Q3: 3,478 shares; 2025Q4: 4,027 shares 4,027 $347K 0.03% +549 Timeline SITE SITEONE LANDSCAPE SUPPLY INC More: the full row for SITEONE LANDSCAPE SUPPLY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,601 shares; 2024Q4: 2,598 shares; 2025Q1: 2,633 shares; 2025Q2: 2,667 shares; 2025Q3: 2,645 shares; 2025Q4: 2,784 shares 2,784 $347K 0.03% +139 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,072 shares; 2024Q4: 2,899 shares; 2025Q1: 2,242 shares; 2025Q2: 2,279 shares; 2025Q3: 3,663 shares; 2025Q4: 3,632 shares 3,632 $346K 0.03% -31 Timeline LOPE GRAND CANYON ED INC More: the full row for GRAND CANYON ED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,440 shares; 2024Q4: 2,378 shares; 2025Q1: 2,360 shares; 2025Q2: 2,368 shares; 2025Q3: 2,211 shares; 2025Q4: 2,078 shares 2,078 $346K 0.03% -133 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 890 shares; 2024Q4: 550 shares; 2025Q1: 597 shares; 2025Q2: 565 shares; 2025Q3: 583 shares; 2025Q4: 603 shares 603 $343K 0.03% +20 Timeline HEI-A HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,206 shares; 2024Q4: 1,240 shares; 2025Q1: 1,312 shares; 2025Q2: 1,314 shares; 2025Q3: 1,336 shares; 2025Q4: 1,356 shares 1,356 $342K 0.03% +20 Timeline EAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,008 shares; 2024Q4: 10,008 shares; 2025Q1: 10,008 shares; 2025Q2: 11,999 shares; 2025Q3: 11,468 shares; 2025Q4: 11,468 shares 11,468 $341K 0.03% 0 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,849 shares; 2025Q4: 20,200 shares 20,200 $338K 0.03% +9,351 Timeline FMX FOMENTO ECONOMICO MEXICANO S More: the full row for FOMENTO ECONOMICO MEXICANO S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,725 shares; 2024Q4: not reported; 2025Q1: 4,259 shares; 2025Q2: 3,870 shares; 2025Q3: 3,510 shares; 2025Q4: 3,345 shares 3,345 $338K 0.03% -165 Timeline GSBD GOLDMAN SACHS BDC INC More: the full row for GOLDMAN SACHS BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,345 shares; 2024Q4: 20,345 shares; 2025Q1: 20,345 shares; 2025Q2: 43,955 shares; 2025Q3: 43,955 shares; 2025Q4: 36,036 shares 36,036 $334K 0.03% -7,919 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,726 shares; 2025Q3: 13,277 shares; 2025Q4: 13,886 shares 13,886 $334K 0.03% +609 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,373 shares; 2025Q4: 1,123 shares 1,123 $332K 0.03% -250 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,910 shares; 2024Q4: 4,083 shares; 2025Q1: 3,447 shares; 2025Q2: 3,705 shares; 2025Q3: 2,704 shares; 2025Q4: 2,710 shares 2,710 $330K 0.03% +6 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,418 shares; 2024Q4: 6,357 shares; 2025Q1: 5,803 shares; 2025Q2: 5,535 shares; 2025Q3: 5,761 shares; 2025Q4: 4,010 shares 4,010 $326K 0.03% -1,751 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,185 shares; 2025Q4: 6,808 shares 6,808 $325K 0.03% +623 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 394 shares; 2024Q4: 398 shares; 2025Q1: 386 shares; 2025Q2: 393 shares; 2025Q3: 392 shares; 2025Q4: 399 shares 399 $323K 0.03% +7 Timeline ULS UL SOLUTIONS INC More: the full row for UL SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,700 shares; 2025Q4: 4,087 shares 4,087 $322K 0.03% +387 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: 2,741 shares; 2024Q4: 1,971 shares; 2025Q1: 2,084 shares; 2025Q2: 1,275 shares; 2025Q3: 1,069 shares; 2025Q4: 917 shares 917 $321K 0.03% -152 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 149 shares; 2025Q3: 150 shares; 2025Q4: 149 shares 149 $321K 0.03% -1 Timeline HLMN HILLMAN SOLUTIONS CORP More: the full row for HILLMAN SOLUTIONS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,387 shares; 2024Q4: 38,470 shares; 2025Q1: 41,334 shares; 2025Q2: 37,037 shares; 2025Q3: 35,963 shares; 2025Q4: 36,993 shares 36,993 $320K 0.03% +1,030 Timeline ENSG ENSIGN GROUP INC More: the full row for ENSIGN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,955 shares; 2024Q4: 1,885 shares; 2025Q1: 1,971 shares; 2025Q2: 1,798 shares; 2025Q3: 1,770 shares; 2025Q4: 1,832 shares 1,832 $319K 0.03% +62 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,235 shares; 2024Q4: 1,190 shares; 2025Q1: 1,236 shares; 2025Q2: 1,274 shares; 2025Q3: 1,249 shares; 2025Q4: 1,327 shares 1,327 $319K 0.03% +78 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,773 shares; 2024Q4: not reported; 2025Q1: 4,097 shares; 2025Q2: 3,956 shares; 2025Q3: 4,052 shares; 2025Q4: 4,116 shares 4,116 $319K 0.03% +64 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,522 shares; 2024Q4: 10,669 shares; 2025Q1: 11,092 shares; 2025Q2: 11,675 shares; 2025Q3: 11,770 shares; 2025Q4: 11,573 shares 11,573 $318K 0.03% -197 Timeline GPIX 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,930 shares; 2025Q4: 5,994 shares 5,994 $316K 0.03% +1,064 Timeline XETYX EATON VANCE TAX-MANAGED DIVE More: the full row for EATON VANCE TAX-MANAGED DIVE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,209 shares; 2024Q4: 17,543 shares; 2025Q1: 18,363 shares; 2025Q2: 19,224 shares; 2025Q3: 20,330 shares; 2025Q4: 20,472 shares 20,472 $314K 0.03% +142 Timeline UDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,866 shares; 2024Q4: 7,866 shares; 2025Q1: 7,866 shares; 2025Q2: 7,866 shares; 2025Q3: 7,866 shares; 2025Q4: 7,866 shares 7,866 $312K 0.03% 0 Timeline EXPO EXPONENT INC More: the full row for EXPONENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,801 shares; 2024Q4: 3,502 shares; 2025Q1: 3,576 shares; 2025Q2: 3,716 shares; 2025Q3: not reported; 2025Q4: 4,459 shares 4,459 $310K 0.03% new Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,918 shares; 2024Q4: 2,902 shares; 2025Q1: 2,930 shares; 2025Q2: 2,933 shares; 2025Q3: 2,923 shares; 2025Q4: 2,939 shares 2,939 $306K 0.03% +16 Timeline PRVA PRIVIA HEALTH GROUP INC More: the full row for PRIVIA HEALTH 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: 10,611 shares; 2025Q2: 11,471 shares; 2025Q3: 11,979 shares; 2025Q4: 12,871 shares 12,871 $305K 0.03% +892 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: 6,944 shares; 2025Q4: 6,804 shares 6,804 $303K 0.03% -140 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,556 shares; 2024Q4: 3,284 shares; 2025Q1: 3,530 shares; 2025Q2: 3,651 shares; 2025Q3: 2,775 shares; 2025Q4: 4,110 shares 4,110 $302K 0.03% +1,335 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,631 shares; 2025Q4: 2,061 shares 2,061 $298K 0.03% +430 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: 710 shares; 2024Q4: 649 shares; 2025Q1: 662 shares; 2025Q2: 688 shares; 2025Q3: 677 shares; 2025Q4: 656 shares 656 $298K 0.03% -21 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,332 shares; 2024Q4: 5,004 shares; 2025Q1: 5,012 shares; 2025Q2: 3,953 shares; 2025Q3: 3,969 shares; 2025Q4: 4,000 shares 4,000 $296K 0.03% +31 Timeline KMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS 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: 10,416 shares; 2025Q3: 10,416 shares; 2025Q4: 10,416 shares 10,416 $295K 0.03% 0 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,969 shares; 2025Q4: 3,759 shares 3,759 $295K 0.03% -210 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,673 shares; 2024Q4: 1,675 shares; 2025Q1: not reported; 2025Q2: 1,756 shares; 2025Q3: 1,762 shares; 2025Q4: 1,725 shares 1,725 $294K 0.03% -37 Timeline FUL FULLER H B CO More: the full row for FULLER H B CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,335 shares; 2024Q4: 3,294 shares; 2025Q1: not reported; 2025Q2: 4,499 shares; 2025Q3: 4,553 shares; 2025Q4: 4,944 shares 4,944 $294K 0.03% +391 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,939 shares; 2024Q4: 10,430 shares; 2025Q1: 10,248 shares; 2025Q2: 9,615 shares; 2025Q3: 9,228 shares; 2025Q4: 7,265 shares 7,265 $294K 0.03% -1,963 Timeline PRI PRIMERICA INC More: the full row for PRIMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,115 shares; 2024Q4: 1,074 shares; 2025Q1: 1,056 shares; 2025Q2: 1,081 shares; 2025Q3: 1,075 shares; 2025Q4: 1,128 shares 1,128 $291K 0.03% +53 Timeline BSY BENTLEY SYS INC More: the full row for BENTLEY SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,954 shares; 2024Q4: 7,571 shares; 2025Q1: 7,951 shares; 2025Q2: 8,304 shares; 2025Q3: 8,223 shares; 2025Q4: 7,617 shares 7,617 $291K 0.03% -606 Timeline WK WORKIVA INC More: the full row for WORKIVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,834 shares; 2024Q4: 2,795 shares; 2025Q1: 2,886 shares; 2025Q2: 3,122 shares; 2025Q3: 3,268 shares; 2025Q4: 3,368 shares 3,368 $290K 0.03% +100 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,561 shares; 2025Q3: 5,550 shares; 2025Q4: 5,536 shares 5,536 $290K 0.03% -14 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,419 shares; 2024Q4: 6,801 shares; 2025Q1: 6,898 shares; 2025Q2: 6,987 shares; 2025Q3: not reported; 2025Q4: 2,911 shares 2,911 $289K 0.03% new Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,374 shares; 2024Q4: 3,304 shares; 2025Q1: 3,343 shares; 2025Q2: 3,667 shares; 2025Q3: 3,186 shares; 2025Q4: 3,441 shares 3,441 $289K 0.03% +255 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,346 shares; 2025Q2: 3,005 shares; 2025Q3: 2,843 shares; 2025Q4: 2,108 shares 2,108 $287K 0.03% -735 Timeline INOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS 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: 8,276 shares 8,276 $286K 0.03% 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: 1,085 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 470 shares; 2025Q3: 610 shares; 2025Q4: 602 shares 602 $282K 0.03% -8 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,295 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,170 shares; 2025Q4: 3,831 shares 3,831 $282K 0.03% -339 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,338 shares; 2024Q4: 19,387 shares; 2025Q1: 20,238 shares; 2025Q2: 18,013 shares; 2025Q3: 15,612 shares; 2025Q4: 7,413 shares 7,413 $281K 0.03% -8,199 Timeline RYAAY RYANAIR HOLDINGS PLC More: the full row for RYANAIR HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,855 shares 3,855 $278K 0.03% new Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,624 shares; 2024Q4: 6,359 shares; 2025Q1: 10,453 shares; 2025Q2: 6,840 shares; 2025Q3: 6,376 shares; 2025Q4: 5,800 shares 5,800 $278K 0.03% -576 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,504 shares 1,504 $277K 0.03% new Timeline CAKE CHEESECAKE FACTORY INC More: the full row for CHEESECAKE FACTORY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,425 shares; 2024Q4: 5,327 shares; 2025Q1: 5,191 shares; 2025Q2: 5,320 shares; 2025Q3: 5,301 shares; 2025Q4: 5,493 shares 5,493 $277K 0.03% +192 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: 4,633 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,185 shares; 2025Q3: 4,686 shares; 2025Q4: 5,127 shares 5,127 $276K 0.03% +441 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,226 shares; 2024Q4: 4,282 shares; 2025Q1: 3,897 shares; 2025Q2: 3,395 shares; 2025Q3: 3,128 shares; 2025Q4: 3,210 shares 3,210 $275K 0.03% +82 Timeline BOH BANK OF HI CORP More: the full row for BANK OF HI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,115 shares; 2025Q1: 3,270 shares; 2025Q2: 3,605 shares; 2025Q3: 3,583 shares; 2025Q4: 4,014 shares 4,014 $274K 0.03% +431 Timeline NXT NEXTPOWER INC More: the full row for NEXTPOWER 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: 3,150 shares 3,150 $274K 0.03% new Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 716 shares; 2024Q4: 711 shares; 2025Q1: 647 shares; 2025Q2: 560 shares; 2025Q3: 546 shares; 2025Q4: 477 shares 477 $274K 0.03% -69 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,054 shares; 2025Q2: 2,012 shares; 2025Q3: 2,008 shares; 2025Q4: 1,468 shares 1,468 $272K 0.03% -540 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: 1,521 shares; 2024Q4: 3,126 shares; 2025Q1: 1,767 shares; 2025Q2: 1,755 shares; 2025Q3: 1,517 shares; 2025Q4: 1,509 shares 1,509 $272K 0.03% -8 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,142 shares; 2025Q4: 4,777 shares 4,777 $271K 0.03% +635 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,105 shares; 2024Q4: 15,829 shares; 2025Q1: 19,359 shares; 2025Q2: 15,119 shares; 2025Q3: 12,511 shares; 2025Q4: 11,507 shares 11,507 $269K 0.03% -1,004 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,271 shares; 2024Q4: 10,957 shares; 2025Q1: 9,197 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,908 shares 2,908 $269K 0.03% new Timeline PODD INSULET CORP More: the full row for INSULET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 937 shares; 2024Q4: 955 shares; 2025Q1: 1,037 shares; 2025Q2: 970 shares; 2025Q3: 965 shares; 2025Q4: 936 shares 936 $266K 0.03% -29 Timeline RYAN RYAN SPECIALTY HOLDINGS INC More: the full row for RYAN SPECIALTY 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: 4,108 shares; 2025Q2: 4,371 shares; 2025Q3: not reported; 2025Q4: 5,107 shares 5,107 $264K 0.03% new 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: not reported; 2024Q4: 879 shares; 2025Q1: not reported; 2025Q2: 954 shares; 2025Q3: 954 shares; 2025Q4: 951 shares 951 $264K 0.03% -3 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: 4,933 shares; 2024Q4: 5,332 shares; 2025Q1: 3,637 shares; 2025Q2: 3,654 shares; 2025Q3: 3,725 shares; 2025Q4: 5,881 shares 5,881 $263K 0.03% +2,156 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: not reported; 2024Q4: not reported; 2025Q1: 781 shares; 2025Q2: 693 shares; 2025Q3: 744 shares; 2025Q4: 744 shares 744 $263K 0.03% 0 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,699 shares; 2024Q4: 3,632 shares; 2025Q1: 3,558 shares; 2025Q2: 2,743 shares; 2025Q3: 2,366 shares; 2025Q4: 2,194 shares 2,194 $263K 0.03% -172 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,840 shares; 2024Q4: 2,852 shares; 2025Q1: 64,842 shares; 2025Q2: 53,960 shares; 2025Q3: 3,471 shares; 2025Q4: 2,617 shares 2,617 $263K 0.03% -854 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,242 shares; 2025Q4: 1,290 shares 1,290 $262K 0.03% +48 Timeline PCTY PAYLOCITY HLDG CORP More: the full row for PAYLOCITY HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,466 shares; 2024Q4: 1,413 shares; 2025Q1: 1,599 shares; 2025Q2: 1,768 shares; 2025Q3: 1,614 shares; 2025Q4: 1,719 shares 1,719 $262K 0.03% +105 Timeline TTAN SERVICETITAN INC More: the full row for SERVICETITAN 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: 2,448 shares 2,448 $261K 0.03% new Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 47,525 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,893 shares; 2025Q4: 2,709 shares 2,709 $260K 0.03% -184 Timeline COPY RBB FUND TRUST More: the full row for RBB FUND 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: 20,000 shares; 2025Q3: 20,000 shares; 2025Q4: 20,000 shares 20,000 $258K 0.03% 0 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,048 shares; 2024Q4: not reported; 2025Q1: 6,709 shares; 2025Q2: 6,881 shares; 2025Q3: 7,440 shares; 2025Q4: 7,419 shares 7,419 $258K 0.03% -21 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,258 shares; 2024Q4: 4,891 shares; 2025Q1: 5,306 shares; 2025Q2: 4,873 shares; 2025Q3: 4,861 shares; 2025Q4: 3,813 shares 3,813 $256K 0.03% -1,048 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,472 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,197 shares; 2025Q3: 1,469 shares; 2025Q4: 1,179 shares 1,179 $256K 0.03% -290 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 493 shares; 2025Q1: 482 shares; 2025Q2: 569 shares; 2025Q3: 551 shares; 2025Q4: 544 shares 544 $253K 0.02% -7 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,090 shares; 2024Q4: not reported; 2025Q1: 1,045 shares; 2025Q2: not reported; 2025Q3: 964 shares; 2025Q4: 1,007 shares 1,007 $253K 0.02% +43 Timeline LII LENNOX INTL INC More: the full row for LENNOX INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 822 shares; 2024Q4: 803 shares; 2025Q1: 806 shares; 2025Q2: 584 shares; 2025Q3: 507 shares; 2025Q4: 520 shares 520 $253K 0.02% +13 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 650 shares; 2025Q3: 893 shares; 2025Q4: 803 shares 803 $251K 0.02% -90 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 952 shares; 2024Q4: 920 shares; 2025Q1: 931 shares; 2025Q2: not reported; 2025Q3: 898 shares; 2025Q4: 910 shares 910 $251K 0.02% +12 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,235 shares; 2024Q4: 15,004 shares; 2025Q1: 15,373 shares; 2025Q2: 15,664 shares; 2025Q3: 15,424 shares; 2025Q4: 15,143 shares 15,143 $250K 0.02% -281 Timeline GKOS GLAUKOS CORP More: the full row for GLAUKOS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,096 shares; 2024Q4: 1,606 shares; 2025Q1: not reported; 2025Q2: 2,279 shares; 2025Q3: not reported; 2025Q4: 2,199 shares 2,199 $248K 0.02% new Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,127 shares; 2024Q4: 1,118 shares; 2025Q1: 1,134 shares; 2025Q2: 1,141 shares; 2025Q3: 1,104 shares; 2025Q4: 1,108 shares 1,108 $248K 0.02% +4 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,515 shares 2,515 $248K 0.02% new Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,910 shares; 2024Q4: not reported; 2025Q1: 1,919 shares; 2025Q2: 1,781 shares; 2025Q3: 1,910 shares; 2025Q4: 1,805 shares 1,805 $246K 0.02% -105 Timeline EJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,265 shares; 2024Q4: 7,265 shares; 2025Q1: 7,265 shares; 2025Q2: 7,265 shares; 2025Q3: 7,265 shares; 2025Q4: 7,265 shares 7,265 $245K 0.02% 0 Timeline IBN ICICI BK LTD More: the full row for ICICI BK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,253 shares; 2024Q4: 8,434 shares; 2025Q1: 11,758 shares; 2025Q2: 10,149 shares; 2025Q3: 8,009 shares; 2025Q4: 8,235 shares 8,235 $245K 0.02% +226 Timeline MDB MONGODB INC More: the full row for MONGODB 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: 583 shares 583 $245K 0.02% new Timeline KAI KADANT INC More: the full row for KADANT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 784 shares; 2024Q4: 766 shares; 2025Q1: 814 shares; 2025Q2: 866 shares; 2025Q3: 853 shares; 2025Q4: 856 shares 856 $244K 0.02% +3 Timeline TCOM TRIP COM GROUP LTD More: the full row for TRIP COM GROUP 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: 4,417 shares; 2025Q3: 3,643 shares; 2025Q4: 3,391 shares 3,391 $244K 0.02% -252 Timeline IFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS 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: 8,058 shares; 2025Q2: 8,058 shares; 2025Q3: 8,058 shares; 2025Q4: 8,058 shares 8,058 $244K 0.02% 0 Timeline XSMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,100 shares; 2024Q4: 6,883 shares; 2025Q1: 4,252 shares; 2025Q2: 4,564 shares; 2025Q3: 3,372 shares; 2025Q4: 3,380 shares 3,380 $243K 0.02% +8 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: 8,427 shares; 2024Q4: 9,289 shares; 2025Q1: 9,077 shares; 2025Q2: 9,597 shares; 2025Q3: 8,887 shares; 2025Q4: 4,162 shares 4,162 $243K 0.02% -4,725 Timeline IYH 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: 3,725 shares; 2025Q2: 3,725 shares; 2025Q3: 3,725 shares; 2025Q4: 3,725 shares 3,725 $243K 0.02% 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,393 shares 1,393 $242K 0.02% new Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,917 shares; 2024Q4: 2,612 shares; 2025Q1: 2,120 shares; 2025Q2: 2,234 shares; 2025Q3: 2,130 shares; 2025Q4: 2,287 shares 2,287 $240K 0.02% +157 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,128 shares; 2024Q4: 1,146 shares; 2025Q1: 1,160 shares; 2025Q2: 1,199 shares; 2025Q3: 1,205 shares; 2025Q4: 1,106 shares 1,106 $240K 0.02% -99 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,921 shares; 2024Q4: 3,931 shares; 2025Q1: 4,147 shares; 2025Q2: 4,838 shares; 2025Q3: 2,560 shares; 2025Q4: 3,035 shares 3,035 $240K 0.02% +475 Timeline ZBRA ZEBRA TECHNOLOGIES CORPORATI More: the full row for ZEBRA TECHNOLOGIES CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,302 shares; 2024Q4: 996 shares; 2025Q1: 945 shares; 2025Q2: 978 shares; 2025Q3: 960 shares; 2025Q4: 978 shares 978 $237K 0.02% +18 Timeline SAIA SAIA INC More: the full row for SAIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 475 shares; 2024Q4: 482 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 687 shares; 2025Q4: 726 shares 726 $237K 0.02% +39 Timeline