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: 157,624 shares; 2024Q4: 153,953 shares; 2025Q1: 155,738 shares; 2025Q2: 150,041 shares; 2025Q3: 141,469 shares; 2025Q4: 140,369 shares 140,369 $95.7M 8.98% -1,100 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: 144,507 shares; 2024Q4: 146,203 shares; 2025Q1: 145,459 shares; 2025Q2: 146,496 shares; 2025Q3: 140,237 shares; 2025Q4: 142,704 shares 142,704 $89.5M 8.39% +2,467 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 224,579 shares; 2024Q4: 220,541 shares; 2025Q1: 217,843 shares; 2025Q2: 207,527 shares; 2025Q3: 202,828 shares; 2025Q4: 208,433 shares 208,433 $56.7M 5.32% +5,605 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: 136,414 shares; 2024Q4: 135,707 shares; 2025Q1: 137,364 shares; 2025Q2: 137,391 shares; 2025Q3: 136,123 shares; 2025Q4: 132,722 shares 132,722 $41.5M 3.9% -3,401 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: 270,094 shares; 2024Q4: 251,261 shares; 2025Q1: 249,718 shares; 2025Q2: 246,638 shares; 2025Q3: 229,357 shares; 2025Q4: 221,048 shares 221,048 $41.2M 3.87% -8,309 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: 67,610 shares; 2024Q4: 71,941 shares; 2025Q1: 74,142 shares; 2025Q2: 71,674 shares; 2025Q3: 70,185 shares; 2025Q4: 69,820 shares 69,820 $33.8M 3.17% -365 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,114 shares; 2024Q4: 99,444 shares; 2025Q1: 96,631 shares; 2025Q2: 92,587 shares; 2025Q3: 90,518 shares; 2025Q4: 88,420 shares 88,420 $28.5M 2.67% -2,098 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: 121,895 shares; 2024Q4: 120,564 shares; 2025Q1: 120,769 shares; 2025Q2: 120,347 shares; 2025Q3: 119,541 shares; 2025Q4: 120,092 shares 120,092 $27.7M 2.6% +551 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,279 shares; 2024Q4: 76,301 shares; 2025Q1: 81,832 shares; 2025Q2: 305,470 shares; 2025Q3: 457,708 shares; 2025Q4: 485,546 shares 485,546 $24M 2.25% +27,838 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 605,532 shares; 2024Q4: 619,097 shares; 2025Q1: 515,834 shares; 2025Q2: 426,950 shares; 2025Q3: 420,716 shares; 2025Q4: 430,091 shares 430,091 $21.6M 2.03% +9,375 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: 177,531 shares; 2024Q4: 173,851 shares; 2025Q1: 173,268 shares; 2025Q2: 173,071 shares; 2025Q3: 172,324 shares; 2025Q4: 170,578 shares 170,578 $19M 1.78% -1,746 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: 117,079 shares; 2024Q4: 102,044 shares; 2025Q1: 181,513 shares; 2025Q2: 186,253 shares; 2025Q3: 192,482 shares; 2025Q4: 195,212 shares 195,212 $17.5M 1.64% +2,730 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: 25,618 shares; 2024Q4: 25,827 shares; 2025Q1: 24,126 shares; 2025Q2: 26,050 shares; 2025Q3: 25,919 shares; 2025Q4: 25,304 shares 25,304 $17.3M 1.63% -615 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 139,457 shares; 2024Q4: 159,114 shares; 2025Q1: 154,317 shares; 2025Q2: 157,463 shares; 2025Q3: 164,783 shares; 2025Q4: 168,905 shares 168,905 $16.9M 1.58% +4,122 Timeline GVI 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: 68,126 shares; 2024Q4: 86,550 shares; 2025Q1: 94,754 shares; 2025Q2: 105,119 shares; 2025Q3: 144,139 shares; 2025Q4: 152,495 shares 152,495 $16.4M 1.54% +8,356 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 134,516 shares; 2025Q1: 181,070 shares; 2025Q2: 179,352 shares; 2025Q3: 298,723 shares; 2025Q4: 313,449 shares 313,449 $15.9M 1.49% +14,726 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: 63,001 shares; 2024Q4: 61,442 shares; 2025Q1: 60,866 shares; 2025Q2: 60,504 shares; 2025Q3: 60,470 shares; 2025Q4: 58,597 shares 58,597 $13.4M 1.26% -1,873 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: 40,036 shares; 2024Q4: 38,836 shares; 2025Q1: 38,972 shares; 2025Q2: 38,212 shares; 2025Q3: 38,006 shares; 2025Q4: 37,901 shares 37,901 $13.3M 1.25% -105 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,301 shares; 2024Q4: 44,376 shares; 2025Q1: 44,278 shares; 2025Q2: 39,391 shares; 2025Q3: 40,563 shares; 2025Q4: 38,210 shares 38,210 $12.8M 1.2% -2,353 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,122 shares; 2025Q2: 11,239 shares; 2025Q3: 11,180 shares; 2025Q4: 11,217 shares 11,217 $12M 1.13% +37 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: 16,322 shares; 2024Q4: 16,165 shares; 2025Q1: 16,193 shares; 2025Q2: 16,874 shares; 2025Q3: 16,868 shares; 2025Q4: 17,323 shares 17,323 $11.4M 1.07% +455 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: 141,790 shares; 2024Q4: 117,721 shares; 2025Q1: 118,230 shares; 2025Q2: 136,237 shares; 2025Q3: 146,651 shares; 2025Q4: 154,046 shares 154,046 $10.4M 0.97% +7,395 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: 18,947 shares; 2024Q4: 18,400 shares; 2025Q1: 18,489 shares; 2025Q2: 18,331 shares; 2025Q3: 17,995 shares; 2025Q4: 17,773 shares 17,773 $10.3M 0.97% -222 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: 46,616 shares; 2024Q4: 45,772 shares; 2025Q1: 45,821 shares; 2025Q2: 44,421 shares; 2025Q3: 43,922 shares; 2025Q4: 43,916 shares 43,916 $10.1M 0.94% -6 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: 13,054 shares; 2024Q4: 12,735 shares; 2025Q1: 12,658 shares; 2025Q2: 12,517 shares; 2025Q3: 12,331 shares; 2025Q4: 11,654 shares 11,654 $10M 0.94% -677 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 56,574 shares; 2025Q1: 90,187 shares; 2025Q2: 112,987 shares; 2025Q3: 119,110 shares; 2025Q4: 135,021 shares 135,021 $9.41M 0.88% +15,911 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: 12,933 shares; 2024Q4: 12,734 shares; 2025Q1: 16,422 shares; 2025Q2: 15,183 shares; 2025Q3: 15,113 shares; 2025Q4: 15,133 shares 15,133 $9.3M 0.87% +20 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: 57,407 shares; 2024Q4: 55,966 shares; 2025Q1: 54,237 shares; 2025Q2: 48,954 shares; 2025Q3: 47,218 shares; 2025Q4: 47,489 shares 47,489 $9.26M 0.87% +271 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: 173,394 shares; 2024Q4: 166,513 shares; 2025Q1: 166,085 shares; 2025Q2: 167,846 shares; 2025Q3: 164,758 shares; 2025Q4: 166,919 shares 166,919 $9.18M 0.86% +2,161 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: 35,366 shares; 2024Q4: 36,210 shares; 2025Q1: 38,921 shares; 2025Q2: 39,117 shares; 2025Q3: 41,250 shares; 2025Q4: 41,665 shares 41,665 $8.76M 0.82% +415 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,550 shares; 2024Q4: 33,873 shares; 2025Q1: 33,922 shares; 2025Q2: 34,110 shares; 2025Q3: 30,212 shares; 2025Q4: 60,438 shares 60,438 $8.7M 0.82% +30,226 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: 48,732 shares; 2024Q4: 46,718 shares; 2025Q1: 44,566 shares; 2025Q2: 42,083 shares; 2025Q3: 41,441 shares; 2025Q4: 40,814 shares 40,814 $8.45M 0.79% -627 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: 107,069 shares; 2024Q4: 104,548 shares; 2025Q1: 103,903 shares; 2025Q2: 204,278 shares; 2025Q3: 194,162 shares; 2025Q4: 196,950 shares 196,950 $7.9M 0.74% +2,788 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: 13,619 shares; 2024Q4: 13,063 shares; 2025Q1: 13,298 shares; 2025Q2: 12,957 shares; 2025Q3: 12,718 shares; 2025Q4: 12,454 shares 12,454 $7.13M 0.67% -264 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: 39,088 shares; 2024Q4: 29,739 shares; 2025Q1: 28,590 shares; 2025Q2: 28,555 shares; 2025Q3: 28,108 shares; 2025Q4: 27,566 shares 27,566 $7.11M 0.67% -542 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: 11,759 shares; 2024Q4: 17,925 shares; 2025Q1: 17,525 shares; 2025Q2: 21,745 shares; 2025Q3: 21,970 shares; 2025Q4: 21,564 shares 21,564 $6.87M 0.64% -406 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: 25,475 shares; 2024Q4: 25,138 shares; 2025Q1: 26,734 shares; 2025Q2: 25,480 shares; 2025Q3: 25,129 shares; 2025Q4: 21,691 shares 21,691 $6.81M 0.64% -3,438 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: 53,201 shares; 2024Q4: 52,884 shares; 2025Q1: 52,276 shares; 2025Q2: 46,096 shares; 2025Q3: 45,380 shares; 2025Q4: 44,884 shares 44,884 $6.43M 0.6% -496 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: 23,835 shares; 2024Q4: 23,139 shares; 2025Q1: 23,212 shares; 2025Q2: 22,213 shares; 2025Q3: 21,294 shares; 2025Q4: 23,810 shares 23,810 $6.31M 0.59% +2,516 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: 19,460 shares; 2024Q4: 19,663 shares; 2025Q1: 19,838 shares; 2025Q2: 17,982 shares; 2025Q3: 17,781 shares; 2025Q4: 17,306 shares 17,306 $5.95M 0.56% -475 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: 25,077 shares; 2024Q4: 23,484 shares; 2025Q1: 23,676 shares; 2025Q2: 25,184 shares; 2025Q3: 24,533 shares; 2025Q4: 24,506 shares 24,506 $5.94M 0.56% -27 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: 64,039 shares; 2024Q4: 63,523 shares; 2025Q1: 60,028 shares; 2025Q2: 60,524 shares; 2025Q3: 59,373 shares; 2025Q4: 59,299 shares 59,299 $5.69M 0.53% -74 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: 96,838 shares; 2024Q4: 91,319 shares; 2025Q1: 86,461 shares; 2025Q2: 77,737 shares; 2025Q3: 74,241 shares; 2025Q4: 73,103 shares 73,103 $5.63M 0.53% -1,138 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 24,686 shares; 2025Q2: 25,667 shares; 2025Q3: 25,943 shares; 2025Q4: 32,094 shares 32,094 $5.49M 0.52% +6,151 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 128,820 shares; 2024Q4: 136,483 shares; 2025Q1: 123,412 shares; 2025Q2: 63,571 shares; 2025Q3: 84,524 shares; 2025Q4: 107,339 shares 107,339 $5.43M 0.51% +22,815 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: 11,138 shares; 2024Q4: 11,072 shares; 2025Q1: 11,067 shares; 2025Q2: 11,298 shares; 2025Q3: 10,923 shares; 2025Q4: 10,628 shares 10,628 $5.34M 0.5% -295 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: 15,365 shares; 2024Q4: 15,006 shares; 2025Q1: 14,791 shares; 2025Q2: 14,657 shares; 2025Q3: 14,743 shares; 2025Q4: 15,035 shares 15,035 $5.06M 0.47% +292 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 232,081 shares 232,081 $4.78M 0.45% +227,081 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: 18,653 shares; 2024Q4: 18,796 shares; 2025Q1: 19,506 shares; 2025Q2: 17,986 shares; 2025Q3: 16,004 shares; 2025Q4: 16,490 shares 16,490 $4.75M 0.45% +486 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: 53,184 shares; 2024Q4: 49,970 shares; 2025Q1: 43,448 shares; 2025Q2: 42,710 shares; 2025Q3: 38,151 shares; 2025Q4: 37,729 shares 37,729 $4.54M 0.43% -422 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,326 shares; 2024Q4: 17,558 shares; 2025Q1: 18,212 shares; 2025Q2: 18,508 shares; 2025Q3: 19,037 shares; 2025Q4: 19,091 shares 19,091 $4.19M 0.39% +54 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,890 shares; 2024Q4: 4,716 shares; 2025Q1: 4,580 shares; 2025Q2: 4,600 shares; 2025Q3: 4,428 shares; 2025Q4: 26,935 shares 26,935 $4.13M 0.39% +22,507 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,182 shares; 2024Q4: 17,367 shares; 2025Q1: 17,149 shares; 2025Q2: 16,443 shares; 2025Q3: 16,382 shares; 2025Q4: 15,698 shares 15,698 $4.12M 0.39% -684 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: 41,083 shares; 2024Q4: 43,869 shares; 2025Q1: 43,669 shares; 2025Q2: 44,544 shares; 2025Q3: 46,554 shares; 2025Q4: 50,312 shares 50,312 $4.11M 0.39% +3,758 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,538 shares; 2024Q4: 41,086 shares; 2025Q1: 46,186 shares; 2025Q2: 46,186 shares; 2025Q3: 99,687 shares; 2025Q4: 206,908 shares 206,908 $4.08M 0.38% +107,221 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: 15,583 shares; 2024Q4: 16,806 shares; 2025Q1: 16,117 shares; 2025Q2: 15,808 shares; 2025Q3: 15,846 shares; 2025Q4: 16,297 shares 16,297 $4.01M 0.38% +451 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: 12,781 shares; 2024Q4: 11,956 shares; 2025Q1: 11,999 shares; 2025Q2: 10,153 shares; 2025Q3: 10,288 shares; 2025Q4: 10,565 shares 10,565 $3.91M 0.37% +277 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,791 shares; 2024Q4: 115,014 shares; 2025Q1: 149,012 shares; 2025Q2: 155,316 shares; 2025Q3: 157,973 shares; 2025Q4: 198,836 shares 198,836 $3.89M 0.37% +40,863 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: 17,422 shares; 2024Q4: 21,157 shares; 2025Q1: 21,085 shares; 2025Q2: 21,016 shares; 2025Q3: 21,181 shares; 2025Q4: 23,857 shares 23,857 $3.86M 0.36% +2,676 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,524 shares; 2024Q4: 16,381 shares; 2025Q1: 16,304 shares; 2025Q2: 16,534 shares; 2025Q3: 18,419 shares; 2025Q4: 18,832 shares 18,832 $3.67M 0.34% +413 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: 14,351 shares; 2024Q4: 14,366 shares; 2025Q1: 14,121 shares; 2025Q2: 12,027 shares; 2025Q3: 12,005 shares; 2025Q4: 11,993 shares 11,993 $3.55M 0.33% -12 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: 36,066 shares; 2024Q4: 35,591 shares; 2025Q1: 35,868 shares; 2025Q2: 35,462 shares; 2025Q3: 34,369 shares; 2025Q4: 34,661 shares 34,661 $3.46M 0.32% +292 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 70,481 shares; 2025Q4: 75,558 shares 75,558 $3.44M 0.32% +5,077 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: 22,251 shares; 2024Q4: 21,925 shares; 2025Q1: 21,433 shares; 2025Q2: 21,581 shares; 2025Q3: 21,780 shares; 2025Q4: 22,370 shares 22,370 $3.41M 0.32% +590 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: 10,693 shares; 2024Q4: 10,949 shares; 2025Q1: 10,759 shares; 2025Q2: 10,275 shares; 2025Q3: 10,035 shares; 2025Q4: 9,832 shares 9,832 $3.4M 0.32% -203 Timeline SHYG 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: 77,514 shares; 2024Q4: 79,439 shares; 2025Q1: 79,851 shares; 2025Q2: 65,678 shares; 2025Q3: 78,803 shares; 2025Q4: 78,678 shares 78,678 $3.37M 0.32% -125 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: 34,045 shares; 2024Q4: 34,873 shares; 2025Q1: 35,284 shares; 2025Q2: 37,629 shares; 2025Q3: 39,353 shares; 2025Q4: 45,074 shares 45,074 $3.32M 0.31% +5,721 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,440 shares; 2024Q4: 2,471 shares; 2025Q1: 2,501 shares; 2025Q2: 2,540 shares; 2025Q3: 2,648 shares; 2025Q4: 32,594 shares 32,594 $3.06M 0.29% +29,946 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: 15,941 shares; 2024Q4: 10,097 shares; 2025Q1: 10,195 shares; 2025Q2: 9,458 shares; 2025Q3: 35,079 shares; 2025Q4: 34,461 shares 34,461 $3.05M 0.29% -618 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: 11,866 shares; 2024Q4: 11,586 shares; 2025Q1: 11,540 shares; 2025Q2: 11,728 shares; 2025Q3: 11,543 shares; 2025Q4: 11,592 shares 11,592 $2.98M 0.28% +49 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,399 shares; 2025Q2: 5,547 shares; 2025Q3: 5,625 shares; 2025Q4: 5,762 shares 5,762 $2.94M 0.28% +137 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: 30,663 shares; 2024Q4: 29,754 shares; 2025Q1: 29,614 shares; 2025Q2: 26,501 shares; 2025Q3: 25,900 shares; 2025Q4: 25,600 shares 25,600 $2.87M 0.27% -300 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: 16,843 shares; 2024Q4: 16,649 shares; 2025Q1: 16,766 shares; 2025Q2: 16,409 shares; 2025Q3: 10,587 shares; 2025Q4: 10,592 shares 10,592 $2.84M 0.27% +5 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: 9,138 shares; 2024Q4: 9,361 shares; 2025Q1: 9,745 shares; 2025Q2: 8,981 shares; 2025Q3: 6,588 shares; 2025Q4: 6,300 shares 6,300 $2.83M 0.27% -288 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,733 shares; 2024Q4: 8,583 shares; 2025Q1: 19,734 shares; 2025Q2: 19,254 shares; 2025Q3: 19,019 shares; 2025Q4: 19,019 shares 19,019 $2.68M 0.25% 0 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,028 shares; 2024Q4: 17,619 shares; 2025Q1: 17,634 shares; 2025Q2: 16,800 shares; 2025Q3: 16,966 shares; 2025Q4: 17,217 shares 17,217 $2.67M 0.25% +251 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: 16,141 shares; 2024Q4: 14,322 shares; 2025Q1: 14,196 shares; 2025Q2: 13,791 shares; 2025Q3: 13,200 shares; 2025Q4: 13,115 shares 13,115 $2.5M 0.23% -85 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: 6,697 shares; 2024Q4: 6,697 shares; 2025Q1: 6,697 shares; 2025Q2: 6,697 shares; 2025Q3: 6,697 shares; 2025Q4: 6,697 shares 6,697 $2.5M 0.23% 0 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,280 shares; 2024Q4: 24,333 shares; 2025Q1: 20,625 shares; 2025Q2: 19,043 shares; 2025Q3: 17,527 shares; 2025Q4: 17,355 shares 17,355 $2.49M 0.23% -172 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: 14,135 shares; 2024Q4: 14,143 shares; 2025Q1: 13,733 shares; 2025Q2: 13,225 shares; 2025Q3: 13,385 shares; 2025Q4: 13,247 shares 13,247 $2.43M 0.23% -138 Timeline ESGV 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: 36,729 shares; 2024Q4: 36,729 shares; 2025Q1: 36,729 shares; 2025Q2: 18,904 shares; 2025Q3: 18,904 shares; 2025Q4: 18,904 shares 18,904 $2.29M 0.21% 0 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: 51 shares; 2024Q4: 50 shares; 2025Q1: 23 shares; 2025Q2: 23 shares; 2025Q3: 3,405 shares; 2025Q4: 2,964 shares 2,964 $2.27M 0.21% -441 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: 11,892 shares; 2024Q4: 11,055 shares; 2025Q1: 11,206 shares; 2025Q2: 10,920 shares; 2025Q3: 10,975 shares; 2025Q4: 10,878 shares 10,878 $2.27M 0.21% -97 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: 3 shares; 2024Q4: 3 shares; 2025Q1: 3 shares; 2025Q2: 3 shares; 2025Q3: 3 shares; 2025Q4: 3 shares 3 $2.26M 0.21% 0 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: 28,694 shares; 2024Q4: 9,320 shares; 2025Q1: 8,919 shares; 2025Q2: 8,544 shares; 2025Q3: 8,349 shares; 2025Q4: 7,721 shares 7,721 $2.24M 0.21% -628 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,078 shares; 2024Q4: 18,078 shares; 2025Q1: 17,873 shares; 2025Q2: 17,373 shares; 2025Q3: 17,273 shares; 2025Q4: 17,048 shares 17,048 $2.2M 0.21% -225 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: 16,231 shares; 2024Q4: 17,000 shares; 2025Q1: 15,530 shares; 2025Q2: 15,457 shares; 2025Q3: 14,884 shares; 2025Q4: 15,009 shares 15,009 $2.15M 0.2% +125 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: 1,955 shares; 2024Q4: 2,097 shares; 2025Q1: 2,057 shares; 2025Q2: 2,084 shares; 2025Q3: 1,989 shares; 2025Q4: 1,973 shares 1,973 $2.12M 0.2% -16 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: 7,555 shares; 2024Q4: 7,355 shares; 2025Q1: 7,346 shares; 2025Q2: 7,315 shares; 2025Q3: 7,588 shares; 2025Q4: 8,329 shares 8,329 $2.05M 0.19% +741 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: 4,784 shares; 2024Q4: 5,494 shares; 2025Q1: 5,474 shares; 2025Q2: 5,524 shares; 2025Q3: 5,524 shares; 2025Q4: 5,524 shares 5,524 $1.89M 0.18% 0 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,520 shares; 2024Q4: 15,552 shares; 2025Q1: 14,926 shares; 2025Q2: 15,487 shares; 2025Q3: 15,487 shares; 2025Q4: 15,527 shares 15,527 $1.89M 0.18% +40 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: 6,847 shares; 2024Q4: 6,633 shares; 2025Q1: 6,436 shares; 2025Q2: 6,436 shares; 2025Q3: 6,110 shares; 2025Q4: 6,165 shares 6,165 $1.88M 0.18% +55 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: 21,942 shares; 2024Q4: 21,904 shares; 2025Q1: 20,971 shares; 2025Q2: 17,975 shares; 2025Q3: 17,538 shares; 2025Q4: 17,453 shares 17,453 $1.84M 0.17% -85 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: 48,402 shares; 2024Q4: 43,790 shares; 2025Q1: 41,545 shares; 2025Q2: 41,219 shares; 2025Q3: 42,401 shares; 2025Q4: 43,487 shares 43,487 $1.77M 0.17% +1,086 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: 23,133 shares; 2024Q4: 17,087 shares; 2025Q1: 16,564 shares; 2025Q2: 16,259 shares; 2025Q3: 14,986 shares; 2025Q4: 14,397 shares 14,397 $1.64M 0.15% -589 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,409 shares; 2024Q4: 41,007 shares; 2025Q1: 43,007 shares; 2025Q2: 34,096 shares; 2025Q3: 34,966 shares; 2025Q4: 32,096 shares 32,096 $1.63M 0.15% -2,870 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,131 shares; 2024Q4: 1,785 shares; 2025Q1: 1,785 shares; 2025Q2: 1,785 shares; 2025Q3: 39,273 shares; 2025Q4: 38,442 shares 38,442 $1.59M 0.15% -831 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: 3,352 shares; 2024Q4: 3,329 shares; 2025Q1: 3,329 shares; 2025Q2: 3,329 shares; 2025Q3: 3,329 shares; 2025Q4: 3,329 shares 3,329 $1.55M 0.15% 0 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,957 shares; 2024Q4: 5,020 shares; 2025Q1: 4,906 shares; 2025Q2: 5,049 shares; 2025Q3: 4,832 shares; 2025Q4: 4,856 shares 4,856 $1.52M 0.14% +24 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: 11,751 shares; 2024Q4: 11,921 shares; 2025Q1: 11,643 shares; 2025Q2: 11,784 shares; 2025Q3: 11,825 shares; 2025Q4: 11,782 shares 11,782 $1.48M 0.14% -43 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,449 shares; 2024Q4: 16,923 shares; 2025Q1: 14,747 shares; 2025Q2: 15,227 shares; 2025Q3: 15,227 shares; 2025Q4: 15,227 shares 15,227 $1.47M 0.14% 0 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,384 shares; 2024Q4: 21,712 shares; 2025Q1: 21,606 shares; 2025Q2: 16,381 shares; 2025Q3: 14,757 shares; 2025Q4: 15,085 shares 15,085 $1.45M 0.14% +328 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: 7,586 shares; 2024Q4: 2,381 shares; 2025Q1: 21,470 shares; 2025Q2: 21,010 shares; 2025Q3: 20,647 shares; 2025Q4: 18,665 shares 18,665 $1.38M 0.13% -1,982 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: 25,154 shares; 2024Q4: 25,554 shares; 2025Q1: 24,954 shares; 2025Q2: 14,854 shares; 2025Q3: 14,854 shares; 2025Q4: 15,103 shares 15,103 $1.32M 0.12% +249 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,679 shares; 2024Q4: 62,511 shares; 2025Q1: 61,424 shares; 2025Q2: 61,024 shares; 2025Q3: 59,657 shares; 2025Q4: 19,426 shares 19,426 $1.3M 0.12% -40,231 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: 3,814 shares; 2024Q4: 3,811 shares; 2025Q1: 3,776 shares; 2025Q2: 3,751 shares; 2025Q3: 3,907 shares; 2025Q4: 3,958 shares 3,958 $1.3M 0.12% +51 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: 14,489 shares; 2024Q4: 14,498 shares; 2025Q1: 13,898 shares; 2025Q2: 13,676 shares; 2025Q3: 13,767 shares; 2025Q4: 15,409 shares 15,409 $1.24M 0.12% +1,642 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: 17,970 shares; 2024Q4: 17,970 shares; 2025Q1: 17,970 shares; 2025Q2: 17,970 shares; 2025Q3: 17,970 shares; 2025Q4: 17,970 shares 17,970 $1.21M 0.11% 0 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,687 shares; 2024Q4: 40,339 shares; 2025Q1: 32,121 shares; 2025Q2: 28,726 shares; 2025Q3: 28,756 shares; 2025Q4: 29,812 shares 29,812 $1.2M 0.11% +1,056 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,776 shares; 2024Q4: 5,538 shares; 2025Q1: 5,538 shares; 2025Q2: 5,458 shares; 2025Q3: 5,439 shares; 2025Q4: 5,425 shares 5,425 $1.19M 0.11% -14 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: 276 shares; 2024Q4: 276 shares; 2025Q1: 246 shares; 2025Q2: 246 shares; 2025Q3: 255 shares; 2025Q4: 2,431 shares 2,431 $1.18M 0.11% +2,176 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: 4,198 shares; 2024Q4: 4,176 shares; 2025Q1: 4,176 shares; 2025Q2: 4,237 shares; 2025Q3: 4,160 shares; 2025Q4: 4,160 shares 4,160 $1.14M 0.11% 0 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 59,248 shares 59,248 $1.12M 0.1% new Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,507 shares; 2024Q4: 21,325 shares; 2025Q1: 20,960 shares; 2025Q2: 20,960 shares; 2025Q3: 20,504 shares; 2025Q4: 20,285 shares 20,285 $1.11M 0.1% -219 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,064 shares; 2024Q4: 6,414 shares; 2025Q1: 6,414 shares; 2025Q2: 6,414 shares; 2025Q3: 6,414 shares; 2025Q4: 6,476 shares 6,476 $1.09M 0.1% +62 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: 1,718 shares; 2024Q4: 1,618 shares; 2025Q1: 1,425 shares; 2025Q2: 1,324 shares; 2025Q3: 1,164 shares; 2025Q4: 1,876 shares 1,876 $1.07M 0.1% +712 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: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 9,952 shares; 2025Q2: 9,952 shares; 2025Q3: 9,952 shares; 2025Q4: 9,952 shares 9,952 $1.07M 0.1% 0 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,136 shares; 2024Q4: 1,171 shares; 2025Q1: 1,171 shares; 2025Q2: 1,995 shares; 2025Q3: 2,139 shares; 2025Q4: 2,139 shares 2,139 $1.04M 0.1% 0 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,888 shares; 2024Q4: 10,319 shares; 2025Q1: 10,319 shares; 2025Q2: 10,499 shares; 2025Q3: 10,092 shares; 2025Q4: 10,092 shares 10,092 $941K 0.09% 0 Timeline BSMQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,442 shares; 2024Q4: 13,477 shares; 2025Q1: 13,477 shares; 2025Q2: 11,772 shares; 2025Q3: 14,411 shares; 2025Q4: 39,761 shares 39,761 $940K 0.09% +25,350 Timeline VTWO 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: 10,548 shares; 2024Q4: 10,904 shares; 2025Q1: 10,368 shares; 2025Q2: 10,225 shares; 2025Q3: 8,954 shares; 2025Q4: 9,430 shares 9,430 $938K 0.09% +476 Timeline BANK OF AMER CORP 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: 758 shares; 2024Q4: 748 shares; 2025Q1: 748 shares; 2025Q2: 748 shares; 2025Q3: 748 shares; 2025Q4: 748 shares 748 $936K 0.09% 0 JMST 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: 11,816 shares; 2024Q4: 11,816 shares; 2025Q1: 11,816 shares; 2025Q2: 18,294 shares; 2025Q3: 18,294 shares; 2025Q4: 18,294 shares 18,294 $932K 0.09% 0 Timeline VYMI 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: 12,627 shares; 2024Q4: 12,627 shares; 2025Q1: 12,627 shares; 2025Q2: 12,627 shares; 2025Q3: 10,244 shares; 2025Q4: 10,244 shares 10,244 $922K 0.09% 0 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,937 shares; 2024Q4: 21,754 shares; 2025Q1: 19,574 shares; 2025Q2: 19,119 shares; 2025Q3: 17,614 shares; 2025Q4: 17,014 shares 17,014 $918K 0.09% -600 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,664 shares; 2024Q4: 11,664 shares; 2025Q1: 11,562 shares; 2025Q2: 11,038 shares; 2025Q3: 10,923 shares; 2025Q4: 10,923 shares 10,923 $907K 0.09% 0 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,906 shares; 2024Q4: 1,906 shares; 2025Q1: 1,906 shares; 2025Q2: 1,967 shares; 2025Q3: 1,967 shares; 2025Q4: 1,967 shares 1,967 $876K 0.08% 0 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,338 shares; 2024Q4: 35,707 shares; 2025Q1: 35,573 shares; 2025Q2: 34,624 shares; 2025Q3: 34,624 shares; 2025Q4: 34,105 shares 34,105 $847K 0.08% -519 Timeline EUSA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,674 shares; 2025Q1: 6,045 shares; 2025Q2: 8,034 shares; 2025Q3: 8,384 shares; 2025Q4: 8,169 shares 8,169 $844K 0.08% -215 Timeline BSMR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,160 shares; 2024Q4: 5,520 shares; 2025Q1: 5,520 shares; 2025Q2: 4,875 shares; 2025Q3: 9,125 shares; 2025Q4: 34,475 shares 34,475 $816K 0.08% +25,350 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,885 shares; 2024Q4: 14,785 shares; 2025Q1: 15,035 shares; 2025Q2: 14,984 shares; 2025Q3: 14,810 shares; 2025Q4: 14,859 shares 14,859 $814K 0.08% +49 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: 374 shares; 2024Q4: 336 shares; 2025Q1: 370 shares; 2025Q2: 550 shares; 2025Q3: 784 shares; 2025Q4: 753 shares 753 $806K 0.08% -31 Timeline AGGY 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: 16,911 shares; 2025Q1: 16,911 shares; 2025Q2: 16,911 shares; 2025Q3: 16,911 shares; 2025Q4: 17,828 shares 17,828 $785K 0.07% +917 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: 6,583 shares; 2024Q4: 6,547 shares; 2025Q1: 6,127 shares; 2025Q2: 2,909 shares; 2025Q3: 2,909 shares; 2025Q4: 3,078 shares 3,078 $742K 0.07% +169 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,850 shares; 2024Q4: 2,850 shares; 2025Q1: 2,850 shares; 2025Q2: 2,850 shares; 2025Q3: 2,850 shares; 2025Q4: 2,850 shares 2,850 $738K 0.07% 0 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,590 shares; 2024Q4: 34,770 shares; 2025Q1: 34,770 shares; 2025Q2: 34,770 shares; 2025Q3: 27,441 shares; 2025Q4: 26,856 shares 26,856 $737K 0.07% -585 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: 469 shares; 2024Q4: 619 shares; 2025Q1: 687 shares; 2025Q2: 761 shares; 2025Q3: 796 shares; 2025Q4: 811 shares 811 $713K 0.07% +15 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: 10,366 shares; 2024Q4: 10,148 shares; 2025Q1: 10,148 shares; 2025Q2: 10,148 shares; 2025Q3: 10,248 shares; 2025Q4: 10,148 shares 10,148 $709K 0.07% -100 Timeline MEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,640 shares; 2024Q4: 58,640 shares; 2025Q1: 24,016 shares; 2025Q2: 24,016 shares; 2025Q3: 14,016 shares; 2025Q4: 14,016 shares 14,016 $705K 0.07% 0 Timeline XPO XPO INC More: the full row for XPO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,155 shares; 2024Q4: 5,155 shares; 2025Q1: 5,155 shares; 2025Q2: 5,155 shares; 2025Q3: 5,155 shares; 2025Q4: 5,155 shares 5,155 $701K 0.07% 0 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,235 shares; 2024Q4: 4,687 shares; 2025Q1: 4,687 shares; 2025Q2: 4,501 shares; 2025Q3: 4,574 shares; 2025Q4: 4,464 shares 4,464 $686K 0.06% -110 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: 57,310 shares; 2024Q4: 54,133 shares; 2025Q1: 38,214 shares; 2025Q2: 32,806 shares; 2025Q3: 29,336 shares; 2025Q4: 26,866 shares 26,866 $669K 0.06% -2,470 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: 3,347 shares; 2024Q4: 4,323 shares; 2025Q1: 4,323 shares; 2025Q2: 3,932 shares; 2025Q3: 3,707 shares; 2025Q4: 3,696 shares 3,696 $656K 0.06% -11 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: 1,638 shares; 2024Q4: 1,430 shares; 2025Q1: 1,430 shares; 2025Q2: 1,358 shares; 2025Q3: 1,358 shares; 2025Q4: 1,358 shares 1,358 $643K 0.06% 0 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,049 shares; 2024Q4: 1,975 shares; 2025Q1: 1,929 shares; 2025Q2: 1,970 shares; 2025Q3: 1,970 shares; 2025Q4: 2,050 shares 2,050 $631K 0.06% +80 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,566 shares; 2024Q4: 10,045 shares; 2025Q1: 10,045 shares; 2025Q2: 8,045 shares; 2025Q3: 6,991 shares; 2025Q4: 6,991 shares 6,991 $624K 0.06% 0 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,915 shares; 2024Q4: 3,915 shares; 2025Q1: 3,915 shares; 2025Q2: 3,915 shares; 2025Q3: 3,883 shares; 2025Q4: 3,883 shares 3,883 $622K 0.06% 0 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 460 shares; 2024Q4: 460 shares; 2025Q1: 460 shares; 2025Q2: 460 shares; 2025Q3: 460 shares; 2025Q4: 460 shares 460 $612K 0.06% 0 Timeline BSMS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,120 shares; 2025Q1: 2,120 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,575 shares 25,575 $601K 0.06% new 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: 1,210 shares; 2024Q4: 1,210 shares; 2025Q1: 1,485 shares; 2025Q2: 1,285 shares; 2025Q3: 1,495 shares; 2025Q4: 1,505 shares 1,505 $596K 0.06% +10 Timeline XSOE 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: 16,345 shares; 2024Q4: 16,345 shares; 2025Q1: 13,740 shares; 2025Q2: 13,740 shares; 2025Q3: 14,345 shares; 2025Q4: 15,240 shares 15,240 $595K 0.06% +895 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,277 shares; 2024Q4: 7,831 shares; 2025Q1: 7,506 shares; 2025Q2: 7,184 shares; 2025Q3: 7,184 shares; 2025Q4: 7,353 shares 7,353 $593K 0.06% +169 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,374 shares; 2024Q4: 2,374 shares; 2025Q1: 2,149 shares; 2025Q2: 2,244 shares; 2025Q3: 2,231 shares; 2025Q4: 2,056 shares 2,056 $586K 0.06% -175 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: 19,566 shares; 2024Q4: 16,207 shares; 2025Q1: 16,207 shares; 2025Q2: 16,636 shares; 2025Q3: 10,859 shares; 2025Q4: 10,859 shares 10,859 $584K 0.05% 0 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,316 shares; 2024Q4: 1,166 shares; 2025Q1: 1,166 shares; 2025Q2: 1,166 shares; 2025Q3: 2,226 shares; 2025Q4: 3,001 shares 3,001 $575K 0.05% +775 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: 12,136 shares; 2024Q4: 11,619 shares; 2025Q1: 11,419 shares; 2025Q2: 12,352 shares; 2025Q3: 9,146 shares; 2025Q4: 9,146 shares 9,146 $571K 0.05% 0 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,291 shares; 2024Q4: 5,317 shares; 2025Q1: 5,317 shares; 2025Q2: 5,887 shares; 2025Q3: 6,067 shares; 2025Q4: 5,978 shares 5,978 $563K 0.05% -89 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,466 shares; 2024Q4: 2,567 shares; 2025Q1: 2,475 shares; 2025Q2: 2,141 shares; 2025Q3: 2,107 shares; 2025Q4: 1,927 shares 1,927 $559K 0.05% -180 Timeline WBS WEBSTER FINL CORP More: the full row for WEBSTER FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,532 shares; 2024Q4: 8,807 shares; 2025Q1: 8,807 shares; 2025Q2: 8,807 shares; 2025Q3: 8,807 shares; 2025Q4: 8,732 shares 8,732 $550K 0.05% -75 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,625 shares; 2024Q4: 7,625 shares; 2025Q1: 7,625 shares; 2025Q2: 7,625 shares; 2025Q3: 7,625 shares; 2025Q4: 7,625 shares 7,625 $546K 0.05% 0 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,126 shares; 2024Q4: 2,126 shares; 2025Q1: 2,516 shares; 2025Q2: 2,536 shares; 2025Q3: 2,556 shares; 2025Q4: 6,516 shares 6,516 $540K 0.05% +3,960 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: 1,568 shares; 2024Q4: 1,568 shares; 2025Q1: 1,493 shares; 2025Q2: 1,493 shares; 2025Q3: 1,493 shares; 2025Q4: 1,493 shares 1,493 $503K 0.05% 0 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,017 shares; 2024Q4: 6,017 shares; 2025Q1: 6,017 shares; 2025Q2: 6,023 shares; 2025Q3: 6,150 shares; 2025Q4: 6,346 shares 6,346 $500K 0.05% +196 Timeline SHAG 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: 9,759 shares; 2024Q4: 10,533 shares; 2025Q1: 10,720 shares; 2025Q2: 11,345 shares; 2025Q3: 9,611 shares; 2025Q4: 10,084 shares 10,084 $484K 0.05% +473 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,922 shares; 2024Q4: 13,190 shares; 2025Q1: 8,382 shares; 2025Q2: 6,871 shares; 2025Q3: 6,080 shares; 2025Q4: 6,080 shares 6,080 $483K 0.05% 0 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,805 shares; 2024Q4: 2,343 shares; 2025Q1: 2,040 shares; 2025Q2: 1,965 shares; 2025Q3: 1,875 shares; 2025Q4: 1,855 shares 1,855 $465K 0.04% -20 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: 7,855 shares; 2024Q4: 7,071 shares; 2025Q1: 7,163 shares; 2025Q2: 2,423 shares; 2025Q3: 2,405 shares; 2025Q4: 2,387 shares 2,387 $463K 0.04% -18 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,311 shares; 2024Q4: 7,280 shares; 2025Q1: 6,433 shares; 2025Q2: 5,488 shares; 2025Q3: 4,766 shares; 2025Q4: 4,586 shares 4,586 $458K 0.04% -180 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79 shares; 2024Q4: 82 shares; 2025Q1: 77 shares; 2025Q2: 85 shares; 2025Q3: 85 shares; 2025Q4: 85 shares 85 $455K 0.04% 0 Timeline BUFF 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: 8,934 shares 8,934 $445K 0.04% 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: 205 shares; 2024Q4: 545 shares; 2025Q1: 545 shares; 2025Q2: 827 shares; 2025Q3: 946 shares; 2025Q4: 946 shares 946 $443K 0.04% 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: 3,845 shares; 2024Q4: 3,615 shares; 2025Q1: 3,550 shares; 2025Q2: 2,343 shares; 2025Q3: 2,151 shares; 2025Q4: 1,908 shares 1,908 $441K 0.04% -243 Timeline AAXJ 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: 4,938 shares; 2024Q4: 4,836 shares; 2025Q1: 4,795 shares; 2025Q2: 4,795 shares; 2025Q3: 4,795 shares; 2025Q4: 4,685 shares 4,685 $436K 0.04% -110 Timeline HOLX HOLOGIC INC More: the full row for HOLOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,920 shares; 2024Q4: 6,920 shares; 2025Q1: 6,920 shares; 2025Q2: 6,125 shares; 2025Q3: 5,685 shares; 2025Q4: 5,635 shares 5,635 $420K 0.04% -50 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: 2,712 shares; 2024Q4: 2,712 shares; 2025Q1: 2,712 shares; 2025Q2: 2,638 shares; 2025Q3: 2,528 shares; 2025Q4: 2,585 shares 2,585 $415K 0.04% +57 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,707 shares; 2024Q4: 1,707 shares; 2025Q1: 1,707 shares; 2025Q2: 1,657 shares; 2025Q3: 1,657 shares; 2025Q4: 1,345 shares 1,345 $389K 0.04% -312 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: 10,900 shares; 2024Q4: 12,064 shares; 2025Q1: 11,886 shares; 2025Q2: 11,086 shares; 2025Q3: 10,411 shares; 2025Q4: 10,336 shares 10,336 $381K 0.04% -75 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,659 shares; 2024Q4: 7,659 shares; 2025Q1: 7,659 shares; 2025Q2: 7,659 shares; 2025Q3: 8,289 shares; 2025Q4: 8,289 shares 8,289 $369K 0.03% 0 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,614 shares; 2024Q4: 9,614 shares; 2025Q1: 9,404 shares; 2025Q2: 7,661 shares; 2025Q3: 7,081 shares; 2025Q4: 6,931 shares 6,931 $366K 0.03% -150 Timeline EEMV 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: 5,672 shares; 2024Q4: 5,672 shares; 2025Q1: 5,672 shares; 2025Q2: 5,672 shares; 2025Q3: 5,672 shares; 2025Q4: 5,672 shares 5,672 $363K 0.03% 0 Timeline GXO GXO LOGISTICS INCORPORATED More: the full row for GXO LOGISTICS INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,625 shares; 2024Q4: 6,625 shares; 2025Q1: 6,625 shares; 2025Q2: 6,625 shares; 2025Q3: 6,625 shares; 2025Q4: 6,625 shares 6,625 $349K 0.03% 0 Timeline AIVL WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,950 shares; 2024Q4: 3,950 shares; 2025Q1: 3,500 shares; 2025Q2: 3,030 shares; 2025Q3: 3,030 shares; 2025Q4: 3,030 shares 3,030 $348K 0.03% 0 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,640 shares; 2024Q4: 2,640 shares; 2025Q1: 2,640 shares; 2025Q2: 2,598 shares; 2025Q3: 2,598 shares; 2025Q4: 2,614 shares 2,614 $347K 0.03% +16 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: 1,997 shares; 2024Q4: 2,104 shares; 2025Q1: 1,347 shares; 2025Q2: 1,556 shares; 2025Q3: 1,556 shares; 2025Q4: 1,606 shares 1,606 $344K 0.03% +50 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: 321 shares; 2024Q4: 393 shares; 2025Q1: 393 shares; 2025Q2: 663 shares; 2025Q3: 663 shares; 2025Q4: 606 shares 606 $343K 0.03% -57 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: 3,081 shares; 2024Q4: 2,841 shares; 2025Q1: 2,841 shares; 2025Q2: 2,841 shares; 2025Q3: 2,841 shares; 2025Q4: 2,841 shares 2,841 $341K 0.03% 0 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: 405 shares; 2024Q4: 405 shares; 2025Q1: 405 shares; 2025Q2: 405 shares; 2025Q3: 405 shares; 2025Q4: 405 shares 405 $332K 0.03% 0 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: 2,611 shares; 2024Q4: 2,611 shares; 2025Q1: 2,611 shares; 2025Q2: 2,611 shares; 2025Q3: 2,611 shares; 2025Q4: 2,769 shares 2,769 $321K 0.03% +158 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,037 shares; 2024Q4: 1,071 shares; 2025Q1: 1,037 shares; 2025Q2: 1,052 shares; 2025Q3: 1,032 shares; 2025Q4: 747 shares 747 $319K 0.03% -285 Timeline IGSB 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: 4,504 shares; 2024Q4: 4,746 shares; 2025Q1: 5,104 shares; 2025Q2: 5,329 shares; 2025Q3: 5,329 shares; 2025Q4: 5,876 shares 5,876 $311K 0.03% +547 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,690 shares; 2025Q3: 11,505 shares; 2025Q4: 11,505 shares 11,505 $310K 0.03% 0 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,824 shares; 2024Q4: 2,824 shares; 2025Q1: 2,824 shares; 2025Q2: 2,382 shares; 2025Q3: 2,382 shares; 2025Q4: 2,382 shares 2,382 $307K 0.03% 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: 530 shares; 2024Q4: 404 shares; 2025Q1: 404 shares; 2025Q2: 404 shares; 2025Q3: 404 shares; 2025Q4: 404 shares 404 $305K 0.03% 0 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,894 shares; 2024Q4: 1,954 shares; 2025Q1: 2,210 shares; 2025Q2: 2,100 shares; 2025Q3: 1,959 shares; 2025Q4: 1,959 shares 1,959 $303K 0.03% 0 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,911 shares; 2024Q4: 1,982 shares; 2025Q1: 1,756 shares; 2025Q2: 1,358 shares; 2025Q3: 984 shares; 2025Q4: 903 shares 903 $298K 0.03% -81 Timeline IDV 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: 11,059 shares; 2024Q4: 7,459 shares; 2025Q1: 7,459 shares; 2025Q2: 7,459 shares; 2025Q3: 7,459 shares; 2025Q4: 7,459 shares 7,459 $294K 0.03% 0 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,365 shares; 2024Q4: 1,365 shares; 2025Q1: 1,365 shares; 2025Q2: 1,277 shares; 2025Q3: 1,137 shares; 2025Q4: 1,137 shares 1,137 $292K 0.03% 0 Timeline IXJ 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: 3,115 shares; 2024Q4: 3,145 shares; 2025Q1: 3,145 shares; 2025Q2: 2,975 shares; 2025Q3: 2,975 shares; 2025Q4: 2,975 shares 2,975 $290K 0.03% 0 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: 1,836 shares; 2024Q4: 1,931 shares; 2025Q1: 1,836 shares; 2025Q2: 1,671 shares; 2025Q3: 1,581 shares; 2025Q4: 1,626 shares 1,626 $282K 0.03% +45 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: 442 shares; 2024Q4: 403 shares; 2025Q1: 392 shares; 2025Q2: 402 shares; 2025Q3: 402 shares; 2025Q4: 427 shares 427 $279K 0.03% +25 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,325 shares; 2024Q4: 4,404 shares; 2025Q1: 3,429 shares; 2025Q2: 2,618 shares; 2025Q3: 2,618 shares; 2025Q4: 2,618 shares 2,618 $274K 0.03% 0 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: 1,333 shares; 2024Q4: 1,333 shares; 2025Q1: 1,333 shares; 2025Q2: 1,333 shares; 2025Q3: 1,333 shares; 2025Q4: 1,375 shares 1,375 $268K 0.03% +42 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: 11,302 shares; 2024Q4: 11,302 shares; 2025Q1: 10,504 shares; 2025Q2: 10,809 shares; 2025Q3: 8,782 shares; 2025Q4: 8,782 shares 8,782 $262K 0.02% 0 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,950 shares; 2024Q4: 1,880 shares; 2025Q1: 1,880 shares; 2025Q2: 1,880 shares; 2025Q3: 1,880 shares; 2025Q4: 1,880 shares 1,880 $262K 0.02% 0 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,901 shares; 2024Q4: 4,901 shares; 2025Q1: 39,637 shares; 2025Q2: 29,706 shares; 2025Q3: 5,460 shares; 2025Q4: 5,047 shares 5,047 $257K 0.02% -413 Timeline DHS 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: 2,510 shares; 2024Q4: 2,510 shares; 2025Q1: 2,510 shares; 2025Q2: 2,510 shares; 2025Q3: 2,510 shares; 2025Q4: 2,510 shares 2,510 $256K 0.02% 0 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 898 shares; 2024Q4: 1,198 shares; 2025Q1: 1,198 shares; 2025Q2: 1,198 shares; 2025Q3: 1,198 shares; 2025Q4: 1,193 shares 1,193 $253K 0.02% -5 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: 1,741 shares; 2024Q4: 1,282 shares; 2025Q1: 1,282 shares; 2025Q2: 1,252 shares; 2025Q3: 1,252 shares; 2025Q4: 1,152 shares 1,152 $250K 0.02% -100 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: 4,725 shares; 2024Q4: 4,725 shares; 2025Q1: 4,725 shares; 2025Q2: 4,301 shares; 2025Q3: 4,301 shares; 2025Q4: 4,301 shares 4,301 $248K 0.02% 0 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 242 shares; 2025Q1: 588 shares; 2025Q2: 966 shares; 2025Q3: 1,016 shares; 2025Q4: 1,391 shares 1,391 $247K 0.02% +375 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: 222 shares; 2024Q4: 254 shares; 2025Q1: 254 shares; 2025Q2: 268 shares; 2025Q3: 268 shares; 2025Q4: 268 shares 268 $236K 0.02% 0 Timeline ACM AECOM More: the full row for AECOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,333 shares; 2024Q4: 2,333 shares; 2025Q1: 2,289 shares; 2025Q2: 2,289 shares; 2025Q3: 2,289 shares; 2025Q4: 2,289 shares 2,289 $218K 0.02% 0 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,405 shares; 2024Q4: 4,526 shares; 2025Q1: 4,526 shares; 2025Q2: 4,526 shares; 2025Q3: 4,526 shares; 2025Q4: 4,526 shares 4,526 $212K 0.02% 0 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: 2,032 shares; 2024Q4: 2,032 shares; 2025Q1: 2,032 shares; 2025Q2: 1,916 shares; 2025Q3: 1,906 shares; 2025Q4: 1,896 shares 1,896 $208K 0.02% -10 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 693 shares; 2024Q4: 693 shares; 2025Q1: 792 shares; 2025Q2: 792 shares; 2025Q3: 693 shares; 2025Q4: 576 shares 576 $207K 0.02% -117 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,200 shares; 2024Q4: 1,200 shares; 2025Q1: 1,200 shares; 2025Q2: 1,200 shares; 2025Q3: 1,200 shares; 2025Q4: 1,200 shares 1,200 $207K 0.02% 0 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 826 shares; 2024Q4: 826 shares; 2025Q1: 826 shares; 2025Q2: 720 shares; 2025Q3: 720 shares; 2025Q4: 720 shares 720 $205K 0.02% 0 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,203 shares; 2024Q4: 1,203 shares; 2025Q1: 1,203 shares; 2025Q2: 1,203 shares; 2025Q3: 2,712 shares; 2025Q4: 1,777 shares 1,777 $202K 0.02% -935 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 359 shares; 2024Q4: 359 shares; 2025Q1: 307 shares; 2025Q2: 394 shares; 2025Q3: 394 shares; 2025Q4: 394 shares 394 $193K 0.02% 0 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: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 2,400 shares 2,400 $193K 0.02% -600 Timeline IGIB 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: 3,584 shares; 2024Q4: 3,584 shares; 2025Q1: 3,584 shares; 2025Q2: 3,526 shares; 2025Q3: 3,526 shares; 2025Q4: 3,526 shares 3,526 $190K 0.02% 0 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 371 shares; 2024Q4: 371 shares; 2025Q1: 371 shares; 2025Q2: 371 shares; 2025Q3: 371 shares; 2025Q4: 371 shares 371 $189K 0.02% 0 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: 508 shares; 2024Q4: 1,167 shares; 2025Q1: 960 shares; 2025Q2: 1,069 shares; 2025Q3: 1,011 shares; 2025Q4: 1,011 shares 1,011 $186K 0.02% 0 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,371 shares; 2024Q4: 1,321 shares; 2025Q1: 1,230 shares; 2025Q2: 1,230 shares; 2025Q3: 1,230 shares; 2025Q4: 1,230 shares 1,230 $186K 0.02% 0 Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,530 shares; 2024Q4: 18,530 shares; 2025Q1: 18,530 shares; 2025Q2: 18,530 shares; 2025Q3: 18,530 shares; 2025Q4: 18,530 shares 18,530 $185K 0.02% 0 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares 2,000 $185K 0.02% 0 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,133 shares; 2024Q4: 1,133 shares; 2025Q1: 1,133 shares; 2025Q2: 1,133 shares; 2025Q3: 1,133 shares; 2025Q4: 1,133 shares 1,133 $184K 0.02% 0 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: 1,400 shares; 2024Q4: 1,400 shares; 2025Q1: 1,400 shares; 2025Q2: 1,400 shares; 2025Q3: 1,400 shares; 2025Q4: 1,400 shares 1,400 $182K 0.02% 0 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,618 shares; 2024Q4: 1,618 shares; 2025Q1: 1,618 shares; 2025Q2: 1,618 shares; 2025Q3: 1,618 shares; 2025Q4: 1,224 shares 1,224 $176K 0.02% -394 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,505 shares; 2024Q4: 6,389 shares; 2025Q1: 6,025 shares; 2025Q2: 2,185 shares; 2025Q3: 2,185 shares; 2025Q4: 1,790 shares 1,790 $175K 0.02% -395 Timeline EG EVEREST GROUP LTD More: the full row for EVEREST GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares 500 $170K 0.02% 0 Timeline EEMA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 235 shares; 2024Q4: 706 shares; 2025Q1: 1,131 shares; 2025Q2: 1,229 shares; 2025Q3: 1,582 shares; 2025Q4: 1,802 shares 1,802 $169K 0.02% +220 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,612 shares; 2024Q4: 2,912 shares; 2025Q1: 2,298 shares; 2025Q2: 2,298 shares; 2025Q3: 2,298 shares; 2025Q4: 2,298 shares 2,298 $169K 0.02% 0 Timeline INDY 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: 2,175 shares; 2024Q4: 2,560 shares; 2025Q1: 2,560 shares; 2025Q2: 2,560 shares; 2025Q3: 3,085 shares; 2025Q4: 3,390 shares 3,390 $167K 0.02% +305 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: 1,808 shares; 2024Q4: 1,822 shares; 2025Q1: 1,822 shares; 2025Q2: 1,815 shares; 2025Q3: 1,746 shares; 2025Q4: 1,746 shares 1,746 $166K 0.02% 0 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,200 shares; 2024Q4: 1,200 shares; 2025Q1: 1,200 shares; 2025Q2: 1,200 shares; 2025Q3: 1,200 shares; 2025Q4: 1,200 shares 1,200 $162K 0.02% 0 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,106 shares; 2024Q4: 11,548 shares; 2025Q1: 2,779 shares; 2025Q2: 2,416 shares; 2025Q3: 2,451 shares; 2025Q4: 1,427 shares 1,427 $161K 0.02% -1,024 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: 274 shares; 2024Q4: 274 shares; 2025Q1: 274 shares; 2025Q2: 274 shares; 2025Q3: 286 shares; 2025Q4: 308 shares 308 $161K 0.02% +22 Timeline NVG NUVEEN AMT FREE MUN CR INC F More: the full row for NUVEEN AMT FREE MUN CR INC F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,588 shares; 2024Q4: 12,588 shares; 2025Q1: 12,588 shares; 2025Q2: 12,588 shares; 2025Q3: 12,588 shares; 2025Q4: 12,588 shares 12,588 $159K 0.01% 0 Timeline AVT AVNET INC More: the full row for AVNET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,140 shares; 2024Q4: 3,140 shares; 2025Q1: 3,140 shares; 2025Q2: 3,140 shares; 2025Q3: 3,140 shares; 2025Q4: 3,140 shares 3,140 $151K 0.01% 0 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: 1,023 shares; 2024Q4: 1,023 shares; 2025Q1: 1,023 shares; 2025Q2: 1,023 shares; 2025Q3: 1,023 shares; 2025Q4: 1,023 shares 1,023 $150K 0.01% 0 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 368 shares; 2024Q4: 323 shares; 2025Q1: 323 shares; 2025Q2: 441 shares; 2025Q3: 441 shares; 2025Q4: 508 shares 508 $149K 0.01% +67 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: 532 shares; 2024Q4: 431 shares; 2025Q1: 431 shares; 2025Q2: 431 shares; 2025Q3: 431 shares; 2025Q4: 549 shares 549 $149K 0.01% +118 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: 1,295 shares; 2024Q4: 1,295 shares; 2025Q1: 1,295 shares; 2025Q2: 1,295 shares; 2025Q3: 1,295 shares; 2025Q4: 1,295 shares 1,295 $148K 0.01% 0 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,241 shares; 2024Q4: 1,823 shares; 2025Q1: 1,823 shares; 2025Q2: 1,823 shares; 2025Q3: 1,823 shares; 2025Q4: 1,823 shares 1,823 $147K 0.01% 0 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares 2,000 $147K 0.01% 0 Timeline CATH GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,750 shares 1,750 $144K 0.01% new Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 670 shares; 2024Q4: 670 shares; 2025Q1: 1,070 shares; 2025Q2: 1,620 shares; 2025Q3: 1,720 shares; 2025Q4: 1,720 shares 1,720 $144K 0.01% 0 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,591 shares; 2024Q4: 1,448 shares; 2025Q1: 1,448 shares; 2025Q2: 1,142 shares; 2025Q3: 1,113 shares; 2025Q4: 1,104 shares 1,104 $141K 0.01% -9 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: 2,335 shares; 2024Q4: 2,335 shares; 2025Q1: 2,100 shares; 2025Q2: 2,100 shares; 2025Q3: 2,100 shares; 2025Q4: 2,100 shares 2,100 $139K 0.01% 0 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,508 shares; 2024Q4: 4,519 shares; 2025Q1: 4,028 shares; 2025Q2: 3,383 shares; 2025Q3: 3,069 shares; 2025Q4: 2,568 shares 2,568 $138K 0.01% -501 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 459 shares; 2024Q4: 459 shares; 2025Q1: 459 shares; 2025Q2: 427 shares; 2025Q3: 427 shares; 2025Q4: 427 shares 427 $138K 0.01% 0 Timeline PBE INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,670 shares; 2024Q4: 1,670 shares; 2025Q1: 1,670 shares; 2025Q2: 1,670 shares; 2025Q3: 1,670 shares; 2025Q4: 1,670 shares 1,670 $137K 0.01% 0 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 490 shares; 2024Q4: 490 shares; 2025Q1: 1,041 shares; 2025Q2: 1,115 shares; 2025Q3: 1,165 shares; 2025Q4: 1,165 shares 1,165 $137K 0.01% 0 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,352 shares; 2025Q3: 1,352 shares; 2025Q4: 1,352 shares 1,352 $131K 0.01% 0 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,960 shares; 2024Q4: 2,055 shares; 2025Q1: 2,208 shares; 2025Q2: 1,439 shares; 2025Q3: 1,464 shares; 2025Q4: 2,928 shares 2,928 $131K 0.01% +1,464 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: 967 shares; 2024Q4: 967 shares; 2025Q1: 967 shares; 2025Q2: 1,187 shares; 2025Q3: 1,187 shares; 2025Q4: 1,187 shares 1,187 $131K 0.01% 0 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 700 shares; 2024Q4: 700 shares; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: 700 shares; 2025Q4: 700 shares 700 $130K 0.01% 0 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 900 shares; 2024Q4: 700 shares; 2025Q1: 700 shares; 2025Q2: 450 shares; 2025Q3: 450 shares; 2025Q4: 450 shares 450 $129K 0.01% 0 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,059 shares; 2024Q4: 1,059 shares; 2025Q1: 1,059 shares; 2025Q2: 1,059 shares; 2025Q3: 1,121 shares; 2025Q4: 1,059 shares 1,059 $124K 0.01% -62 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 920 shares; 2024Q4: 920 shares; 2025Q1: 920 shares; 2025Q2: 870 shares; 2025Q3: 650 shares; 2025Q4: 650 shares 650 $122K 0.01% 0 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,235 shares; 2024Q4: 5,011 shares; 2025Q1: 3,651 shares; 2025Q2: 2,946 shares; 2025Q3: 980 shares; 2025Q4: 880 shares 880 $121K 0.01% -100 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 313 shares; 2024Q4: 313 shares; 2025Q1: 486 shares; 2025Q2: 486 shares; 2025Q3: 504 shares; 2025Q4: 1,008 shares 1,008 $120K 0.01% +504 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: 1,388 shares; 2024Q4: 1,773 shares; 2025Q1: 1,411 shares; 2025Q2: 1,334 shares; 2025Q3: 1,284 shares; 2025Q4: 1,284 shares 1,284 $120K 0.01% 0 Timeline VGSH 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: 3,266 shares; 2024Q4: 3,214 shares; 2025Q1: 3,214 shares; 2025Q2: 3,214 shares; 2025Q3: 1,830 shares; 2025Q4: 2,015 shares 2,015 $118K 0.01% +185 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: 750 shares; 2024Q4: 750 shares; 2025Q1: 750 shares; 2025Q2: 995 shares; 2025Q3: 1,095 shares; 2025Q4: 1,395 shares 1,395 $117K 0.01% +300 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 995 shares; 2024Q4: 995 shares; 2025Q1: 995 shares; 2025Q2: 995 shares; 2025Q3: 900 shares; 2025Q4: 900 shares 900 $116K 0.01% 0 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 880 shares; 2025Q3: 880 shares; 2025Q4: 880 shares 880 $115K 0.01% 0 Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,528 shares; 2024Q4: 2,696 shares; 2025Q1: 2,523 shares; 2025Q2: 2,238 shares; 2025Q3: 2,238 shares; 2025Q4: 2,061 shares 2,061 $114K 0.01% -177 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: 1,277 shares; 2024Q4: 1,157 shares; 2025Q1: 1,157 shares; 2025Q2: 1,157 shares; 2025Q3: 641 shares; 2025Q4: 641 shares 641 $110K 0.01% 0 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 941 shares; 2024Q4: 941 shares; 2025Q1: 836 shares; 2025Q2: 836 shares; 2025Q3: 636 shares; 2025Q4: 621 shares 621 $109K 0.01% -15 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,654 shares; 2024Q4: 1,654 shares; 2025Q1: 1,593 shares; 2025Q2: 1,318 shares; 2025Q3: 1,308 shares; 2025Q4: 1,233 shares 1,233 $108K 0.01% -75 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: 1,051 shares; 2024Q4: 1,051 shares; 2025Q1: 786 shares; 2025Q2: 786 shares; 2025Q3: 786 shares; 2025Q4: 875 shares 875 $107K 0.01% +89 Timeline APTV APTIV PLC More: the full row for APTIV 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: 1,798 shares; 2025Q2: 1,748 shares; 2025Q3: 1,328 shares; 2025Q4: 1,328 shares 1,328 $101K 0.01% 0 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 275 shares; 2024Q4: 275 shares; 2025Q1: 275 shares; 2025Q2: 285 shares; 2025Q3: 293 shares; 2025Q4: 293 shares 293 $101K 0.01% 0 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 400 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares 2,000 $100K 0.01% 0 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: 2,596 shares; 2024Q4: 2,364 shares; 2025Q1: 2,052 shares; 2025Q2: 2,052 shares; 2025Q3: 1,762 shares; 2025Q4: 1,712 shares 1,712 $99.9K 0.01% -50 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10 shares; 2025Q2: 420 shares; 2025Q3: 450 shares; 2025Q4: 450 shares 450 $98.7K 0.01% 0 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 196 shares; 2024Q4: 255 shares; 2025Q1: 255 shares; 2025Q2: 272 shares; 2025Q3: 255 shares; 2025Q4: 255 shares 255 $97.7K 0.01% 0 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: 1,225 shares; 2024Q4: 1,225 shares; 2025Q1: 1,225 shares; 2025Q2: 1,062 shares; 2025Q3: 1,062 shares; 2025Q4: 1,062 shares 1,062 $97.6K 0.01% 0 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: 1,105 shares; 2024Q4: 1,105 shares; 2025Q1: 1,013 shares; 2025Q2: 1,013 shares; 2025Q3: 1,013 shares; 2025Q4: 1,013 shares 1,013 $97.4K 0.01% 0 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,153 shares; 2025Q3: 2,153 shares; 2025Q4: 2,153 shares 2,153 $95.6K 0.01% 0 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,703 shares; 2025Q1: 1,703 shares; 2025Q2: 1,703 shares; 2025Q3: 1,703 shares; 2025Q4: 1,703 shares 1,703 $95K 0.01% 0 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares 400 $95K 0.01% 0 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 691 shares; 2024Q4: 691 shares; 2025Q1: 691 shares; 2025Q2: 691 shares; 2025Q3: 691 shares; 2025Q4: 691 shares 691 $94K 0.01% 0 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,477 shares; 2024Q4: 1,412 shares; 2025Q1: 1,318 shares; 2025Q2: 1,568 shares; 2025Q3: 1,514 shares; 2025Q4: 1,472 shares 1,472 $93.8K 0.01% -42 Timeline USA LIBERTY ALL STAR EQUITY FD More: the full row for LIBERTY ALL STAR EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,898 shares; 2024Q4: 15,898 shares; 2025Q1: 15,898 shares; 2025Q2: 15,898 shares; 2025Q3: 15,898 shares; 2025Q4: 14,933 shares 14,933 $93.8K 0.01% -965 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: 1,908 shares; 2024Q4: 1,908 shares; 2025Q1: 1,908 shares; 2025Q2: 1,908 shares; 2025Q3: 1,908 shares; 2025Q4: 1,908 shares 1,908 $92.2K 0.01% 0 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,850 shares; 2024Q4: 6,850 shares; 2025Q1: 3,545 shares; 2025Q2: 3,080 shares; 2025Q3: 3,080 shares; 2025Q4: 2,527 shares 2,527 $91.6K 0.01% -553 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,413 shares; 2024Q4: 1,613 shares; 2025Q1: 1,413 shares; 2025Q2: 1,394 shares; 2025Q3: 894 shares; 2025Q4: 894 shares 894 $90.2K 0.01% 0 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,137 shares; 2024Q4: 1,137 shares; 2025Q1: 897 shares; 2025Q2: 364 shares; 2025Q3: 364 shares; 2025Q4: 364 shares 364 $89.9K 0.01% 0 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 518 shares; 2025Q3: 518 shares; 2025Q4: 518 shares 518 $89.9K 0.01% 0 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: 1,035 shares; 2024Q4: 1,035 shares; 2025Q1: 1,035 shares; 2025Q2: 1,035 shares; 2025Q3: 1,035 shares; 2025Q4: 1,035 shares 1,035 $88.5K 0.01% 0 Timeline EMLC 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: 3,896 shares; 2024Q4: 3,896 shares; 2025Q1: 3,393 shares; 2025Q2: 3,393 shares; 2025Q3: 3,393 shares; 2025Q4: 3,393 shares 3,393 $87.6K 0.01% 0 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 725 shares; 2024Q4: 725 shares; 2025Q1: 725 shares; 2025Q2: 725 shares; 2025Q3: 725 shares; 2025Q4: 725 shares 725 $86.8K 0.01% 0 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 484 shares; 2024Q4: 484 shares; 2025Q1: 420 shares; 2025Q2: 260 shares; 2025Q3: 260 shares; 2025Q4: 292 shares 292 $84.3K 0.01% +32 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,262 shares 1,262 $83.9K 0.01% new 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: 1,594 shares; 2024Q4: 1,594 shares; 2025Q1: 1,594 shares; 2025Q2: 1,575 shares; 2025Q3: 1,642 shares; 2025Q4: 1,057 shares 1,057 $83.5K 0.01% -585 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,200 shares; 2025Q4: 1,280 shares 1,280 $82.5K 0.01% +80 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,188 shares; 2024Q4: 2,275 shares; 2025Q1: 1,049 shares; 2025Q2: 1,049 shares; 2025Q3: 1,214 shares; 2025Q4: 1,371 shares 1,371 $82.2K 0.01% +157 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 450 shares; 2025Q1: 507 shares; 2025Q2: 507 shares; 2025Q3: 507 shares; 2025Q4: 507 shares 507 $82.1K 0.01% 0 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: 257 shares; 2024Q4: 257 shares; 2025Q1: 257 shares; 2025Q2: 257 shares; 2025Q3: 257 shares; 2025Q4: 257 shares 257 $80.9K 0.01% 0 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,367 shares; 2024Q4: 7,302 shares; 2025Q1: 6,302 shares; 2025Q2: 5,852 shares; 2025Q3: 3,852 shares; 2025Q4: 2,602 shares 2,602 $80.6K 0.01% -1,250 Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,893 shares; 2024Q4: 6,893 shares; 2025Q1: 6,893 shares; 2025Q2: 6,893 shares; 2025Q3: 6,893 shares; 2025Q4: 6,893 shares 6,893 $80.2K 0.01% 0 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: 225 shares; 2024Q4: 225 shares; 2025Q1: 225 shares; 2025Q2: 225 shares; 2025Q3: 225 shares; 2025Q4: 225 shares 225 $79.1K 0.01% 0 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60 shares; 2024Q4: 60 shares; 2025Q1: 335 shares; 2025Q2: 345 shares; 2025Q3: 357 shares; 2025Q4: 647 shares 647 $77.2K 0.01% +290 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: 3,200 shares; 2024Q4: 3,200 shares; 2025Q1: 3,200 shares; 2025Q2: 3,200 shares; 2025Q3: 3,200 shares; 2025Q4: 3,200 shares 3,200 $76.9K 0.01% 0 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,200 shares; 2024Q4: 3,200 shares; 2025Q1: 3,200 shares; 2025Q2: 3,411 shares; 2025Q3: 3,411 shares; 2025Q4: 3,411 shares 3,411 $76K 0.01% 0 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,240 shares; 2024Q4: 2,240 shares; 2025Q1: 2,240 shares; 2025Q2: 2,240 shares; 2025Q3: 2,240 shares; 2025Q4: 2,240 shares 2,240 $75.8K 0.01% 0 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 601 shares; 2024Q4: 601 shares; 2025Q1: 601 shares; 2025Q2: 601 shares; 2025Q3: 601 shares; 2025Q4: 601 shares 601 $75.7K 0.01% 0 Timeline PFFA ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,472 shares; 2024Q4: 3,472 shares; 2025Q1: 3,472 shares; 2025Q2: 3,472 shares; 2025Q3: 3,472 shares; 2025Q4: 3,472 shares 3,472 $74.8K 0.01% 0 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: 4,825 shares; 2024Q4: 4,825 shares; 2025Q1: 4,825 shares; 2025Q2: 4,825 shares; 2025Q3: 4,825 shares; 2025Q4: 4,825 shares 4,825 $74K 0.01% 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: not reported; 2024Q4: not reported; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 200 shares 200 $73.9K 0.01% +100 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,649 shares; 2024Q4: 1,587 shares; 2025Q1: 1,587 shares; 2025Q2: 1,587 shares; 2025Q3: 1,587 shares; 2025Q4: 1,587 shares 1,587 $73.8K 0.01% 0 Timeline KBWB 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: 861 shares; 2025Q2: 861 shares; 2025Q3: 861 shares; 2025Q4: 861 shares 861 $72.6K 0.01% 0 Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares 500 $71.2K 0.01% 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: 1,480 shares; 2024Q4: 1,480 shares; 2025Q1: 1,480 shares; 2025Q2: 1,480 shares; 2025Q3: 1,480 shares; 2025Q4: 1,480 shares 1,480 $70.8K 0.01% 0 Timeline RXO RXO INC More: the full row for RXO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,560 shares; 2024Q4: 5,560 shares; 2025Q1: 5,560 shares; 2025Q2: 5,560 shares; 2025Q3: 5,560 shares; 2025Q4: 5,560 shares 5,560 $70.3K 0.01% 0 Timeline XBOEX BLACKROCK ENHANCED GLOBAL More: the full row for BLACKROCK ENHANCED GLOBAL Quarterly shares; oldest 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: 6,000 shares 6,000 $70.3K 0.01% new Timeline DES 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: 2,604 shares; 2024Q4: 2,604 shares; 2025Q1: 2,604 shares; 2025Q2: 2,604 shares; 2025Q3: 2,070 shares; 2025Q4: 2,070 shares 2,070 $69.2K 0.01% 0 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 781 shares; 2024Q4: 762 shares; 2025Q1: 762 shares; 2025Q2: 867 shares; 2025Q3: 598 shares; 2025Q4: 698 shares 698 $69.2K 0.01% +100 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: 1,650 shares; 2024Q4: 1,650 shares; 2025Q1: 1,650 shares; 2025Q2: 1,450 shares; 2025Q3: 1,450 shares; 2025Q4: 1,450 shares 1,450 $69.2K 0.01% 0 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: 1,191 shares; 2024Q4: 1,141 shares; 2025Q1: 990 shares; 2025Q2: 1,065 shares; 2025Q3: 990 shares; 2025Q4: 790 shares 790 $68.2K 0.01% -200 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 269 shares 269 $68K 0.01% 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: 188 shares; 2024Q4: 282 shares; 2025Q1: 282 shares; 2025Q2: 439 shares; 2025Q3: 439 shares; 2025Q4: 439 shares 439 $67.7K 0.01% 0 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 534 shares; 2024Q4: 534 shares; 2025Q1: 139 shares; 2025Q2: 23 shares; 2025Q3: 73 shares; 2025Q4: 189 shares 189 $66.8K 0.01% +116 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: 426 shares; 2025Q1: 426 shares; 2025Q2: 361 shares; 2025Q3: 241 shares; 2025Q4: 287 shares 287 $65.3K 0.01% +46 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: 1,049 shares; 2024Q4: 919 shares; 2025Q1: 919 shares; 2025Q2: 752 shares; 2025Q3: 752 shares; 2025Q4: 678 shares 678 $65.3K 0.01% -74 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,490 shares; 2025Q4: 1,490 shares 1,490 $64.9K 0.01% 0 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 182 shares; 2024Q4: 270 shares; 2025Q1: 170 shares; 2025Q2: 270 shares; 2025Q3: 258 shares; 2025Q4: 501 shares 501 $64.6K 0.01% +243 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: 79 shares; 2024Q4: 79 shares; 2025Q1: 79 shares; 2025Q2: 79 shares; 2025Q3: 79 shares; 2025Q4: 79 shares 79 $63.9K 0.01% 0 Timeline INDA 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: 1,180 shares; 2024Q4: 1,180 shares; 2025Q1: 1,180 shares; 2025Q2: 1,180 shares; 2025Q3: 1,180 shares; 2025Q4: 1,180 shares 1,180 $63.8K 0.01% 0 Timeline DGT 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: 380 shares; 2024Q4: 380 shares; 2025Q1: 380 shares; 2025Q2: 380 shares; 2025Q3: 380 shares; 2025Q4: 380 shares 380 $63.3K 0.01% 0 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: 18 shares; 2024Q4: 771 shares; 2025Q1: 862 shares; 2025Q2: 841 shares; 2025Q3: 841 shares; 2025Q4: 715 shares 715 $63.1K 0.01% -126 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 844 shares; 2024Q4: 808 shares; 2025Q1: 790 shares; 2025Q2: 790 shares; 2025Q3: 790 shares; 2025Q4: 790 shares 790 $62.6K 0.01% 0 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 307 shares; 2025Q3: 307 shares; 2025Q4: 307 shares 307 $62.3K 0.01% 0 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: 388 shares; 2024Q4: 388 shares; 2025Q1: 388 shares; 2025Q2: 305 shares; 2025Q3: 305 shares; 2025Q4: 305 shares 305 $62K 0.01% 0 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,015 shares; 2024Q4: 979 shares; 2025Q1: 979 shares; 2025Q2: 846 shares; 2025Q3: 846 shares; 2025Q4: 1,046 shares 1,046 $61.3K 0.01% +200 Timeline JRS NUVEEN REAL ESTATE INCOME FD More: the full row for NUVEEN REAL ESTATE INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,973 shares; 2024Q4: 7,973 shares; 2025Q1: 7,973 shares; 2025Q2: 7,973 shares; 2025Q3: 7,973 shares; 2025Q4: 7,973 shares 7,973 $61.1K 0.01% 0 Timeline VMI VALMONT INDS INC More: the full row for VALMONT INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 150 shares; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 150 shares 150 $60.3K 0.01% 0 Timeline TBLD THORNBURG INCM BUILDER OPP T More: the full row for THORNBURG INCM BUILDER OPP T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,000 shares 3,000 $60.3K 0.01% new Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 483 shares 483 $60K 0.01% new Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares 400 $59.6K 0.01% 0 Timeline OGS ONE GAS INC More: the full row for ONE GAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 771 shares; 2024Q4: 771 shares; 2025Q1: 771 shares; 2025Q2: 771 shares; 2025Q3: 771 shares; 2025Q4: 771 shares 771 $59.6K 0.01% 0 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: 764 shares; 2025Q2: 764 shares; 2025Q3: 764 shares; 2025Q4: 764 shares 764 $58.8K 0.01% 0 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 413 shares; 2024Q4: 413 shares; 2025Q1: 413 shares; 2025Q2: 968 shares; 2025Q3: 968 shares; 2025Q4: 968 shares 968 $58.5K 0.01% 0 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 210 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,016 shares; 2025Q4: 1,016 shares 1,016 $58.4K 0.01% 0 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: 200 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares 500 $58.3K 0.01% 0 Timeline EWY 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: 600 shares; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares 600 $58.3K 0.01% 0 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,285 shares; 2024Q4: 1,462 shares; 2025Q1: 776 shares; 2025Q2: 776 shares; 2025Q3: 776 shares; 2025Q4: 661 shares 661 $57.6K 0.01% -115 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: 428 shares; 2024Q4: 428 shares; 2025Q1: 428 shares; 2025Q2: 273 shares; 2025Q3: 273 shares; 2025Q4: 258 shares 258 $57.6K 0.01% -15 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: 275 shares; 2024Q4: 275 shares; 2025Q1: 275 shares; 2025Q2: 275 shares; 2025Q3: 275 shares; 2025Q4: 275 shares 275 $57.1K 0.01% 0 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 650 shares; 2024Q4: 650 shares; 2025Q1: 650 shares; 2025Q2: 650 shares; 2025Q3: 650 shares; 2025Q4: 650 shares 650 $56.1K 0.01% 0 Timeline EWT 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: 880 shares; 2024Q4: 880 shares; 2025Q1: 880 shares; 2025Q2: 880 shares; 2025Q3: 880 shares; 2025Q4: 880 shares 880 $55.9K 0.01% 0 Timeline URTH 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: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares 300 $55.7K 0.01% 0 Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,300 shares; 2024Q4: 1,300 shares; 2025Q1: 1,300 shares; 2025Q2: 1,300 shares; 2025Q3: 1,300 shares; 2025Q4: 1,300 shares 1,300 $55.5K 0.01% 0 Timeline DBC INVESCO DB COMMDY INDX TRCK More: the full row for INVESCO DB COMMDY INDX TRCK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,470 shares; 2024Q4: 2,470 shares; 2025Q1: 2,470 shares; 2025Q2: 2,470 shares; 2025Q3: 2,470 shares; 2025Q4: 2,470 shares 2,470 $55.2K 0.01% 0 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 328 shares; 2024Q4: 328 shares; 2025Q1: 328 shares; 2025Q2: 328 shares; 2025Q3: 297 shares; 2025Q4: 297 shares 297 $55.1K 0.01% 0 Timeline GXC SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 565 shares; 2024Q4: 565 shares; 2025Q1: 565 shares; 2025Q2: 565 shares; 2025Q3: 565 shares; 2025Q4: 565 shares 565 $54.7K 0.01% 0 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 739 shares; 2024Q4: 739 shares; 2025Q1: 739 shares; 2025Q2: 739 shares; 2025Q3: 739 shares; 2025Q4: 739 shares 739 $54.3K 0.01% 0 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,204 shares; 2024Q4: 1,974 shares; 2025Q1: 1,201 shares; 2025Q2: 1,201 shares; 2025Q3: 1,126 shares; 2025Q4: 726 shares 726 $53.9K 0.01% -400 Timeline HYLB DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,553 shares; 2024Q4: 1,853 shares; 2025Q1: 2,242 shares; 2025Q2: 983 shares; 2025Q3: 983 shares; 2025Q4: 1,454 shares 1,454 $53.6K 0.01% +471 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,130 shares; 2025Q3: 1,780 shares; 2025Q4: 1,780 shares 1,780 $53.5K 0.01% 0 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 203 shares; 2024Q4: 203 shares; 2025Q1: 203 shares; 2025Q2: 203 shares; 2025Q3: 203 shares; 2025Q4: 203 shares 203 $52K <0.01% 0 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,458 shares; 2024Q4: 2,223 shares; 2025Q1: 2,223 shares; 2025Q2: 2,334 shares; 2025Q3: 2,334 shares; 2025Q4: 2,209 shares 2,209 $51.6K <0.01% -125 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 895 shares; 2024Q4: 895 shares; 2025Q1: 895 shares; 2025Q2: 895 shares; 2025Q3: 895 shares; 2025Q4: 459 shares 459 $50.6K <0.01% -436 Timeline MTBA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares 1,000 $50.4K <0.01% 0 Timeline FLRN 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: 53,799 shares; 2024Q4: 53,799 shares; 2025Q1: 53,799 shares; 2025Q2: 53,799 shares; 2025Q3: 1,624 shares; 2025Q4: 1,624 shares 1,624 $49.9K <0.01% 0 Timeline FBT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 238 shares; 2024Q4: 238 shares; 2025Q1: 238 shares; 2025Q2: 238 shares; 2025Q3: 238 shares; 2025Q4: 238 shares 238 $49.2K <0.01% 0 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: 3,456 shares; 2024Q4: 3,456 shares; 2025Q1: 3,456 shares; 2025Q2: 3,456 shares; 2025Q3: 3,456 shares; 2025Q4: 3,456 shares 3,456 $49K <0.01% 0 Timeline TMC TMC THE METALS COMPANY INC More: the full row for TMC THE METALS COMPANY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,429 shares; 2025Q3: 7,929 shares; 2025Q4: 7,929 shares 7,929 $48.9K <0.01% 0 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares 1,000 $48.5K <0.01% 0 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 450 shares; 2024Q4: 450 shares; 2025Q1: 684 shares; 2025Q2: 684 shares; 2025Q3: 450 shares; 2025Q4: 450 shares 450 $47.6K <0.01% 0 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 819 shares; 2024Q4: 819 shares; 2025Q1: 819 shares; 2025Q2: 930 shares; 2025Q3: 930 shares; 2025Q4: 696 shares 696 $46.7K <0.01% -234 Timeline NFE NEW FORTRESS ENERGY INC More: the full row for NEW FORTRESS ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,658 shares; 2024Q4: 40,658 shares; 2025Q1: 40,658 shares; 2025Q2: 40,658 shares; 2025Q3: 40,658 shares; 2025Q4: 40,658 shares 40,658 $46.4K <0.01% 0 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 604 shares; 2025Q3: 604 shares; 2025Q4: 604 shares 604 $46.3K <0.01% 0 Timeline HPF HANCOCK JOHN PFD INCOME FD I More: the full row for HANCOCK JOHN PFD INCOME FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,879 shares; 2024Q4: 2,879 shares; 2025Q1: 2,879 shares; 2025Q2: 2,879 shares; 2025Q3: 2,879 shares; 2025Q4: 2,879 shares 2,879 $46.3K <0.01% 0 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: 87 shares; 2024Q4: 87 shares; 2025Q1: 87 shares; 2025Q2: 87 shares; 2025Q3: 67 shares; 2025Q4: 67 shares 67 $45.3K <0.01% 0 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: 81 shares; 2024Q4: 72 shares; 2025Q1: 45 shares; 2025Q2: 54 shares; 2025Q3: 54 shares; 2025Q4: 68 shares 68 $45K <0.01% +14 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,346 shares; 2024Q4: 1,066 shares; 2025Q1: 694 shares; 2025Q2: 694 shares; 2025Q3: 694 shares; 2025Q4: 694 shares 694 $44.2K <0.01% 0 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 494 shares; 2024Q4: 494 shares; 2025Q1: 494 shares; 2025Q2: 514 shares; 2025Q3: 494 shares; 2025Q4: 494 shares 494 $43.8K <0.01% 0 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: 1,885 shares; 2024Q4: 1,468 shares; 2025Q1: 1,468 shares; 2025Q2: 1,088 shares; 2025Q3: 1,088 shares; 2025Q4: 1,088 shares 1,088 $43.7K <0.01% 0 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 938 shares; 2024Q4: 1,138 shares; 2025Q1: 938 shares; 2025Q2: 550 shares; 2025Q3: 550 shares; 2025Q4: 550 shares 550 $43.4K <0.01% 0 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: 124 shares; 2024Q4: 244 shares; 2025Q1: 313 shares; 2025Q2: 328 shares; 2025Q3: 338 shares; 2025Q4: 425 shares 425 $41.9K <0.01% +87 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: 1,100 shares; 2024Q4: 2,175 shares; 2025Q1: 2,175 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares 500 $40.1K <0.01% 0 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: 2 shares; 2024Q4: 83 shares; 2025Q1: 83 shares; 2025Q2: 131 shares; 2025Q3: 94 shares; 2025Q4: 94 shares 94 $39.7K <0.01% 0 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 204 shares; 2024Q4: 120 shares; 2025Q1: 120 shares; 2025Q2: 111 shares; 2025Q3: 110 shares; 2025Q4: 110 shares 110 $38.5K <0.01% 0 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 425 shares; 2024Q4: 425 shares; 2025Q1: 425 shares; 2025Q2: 425 shares; 2025Q3: 425 shares; 2025Q4: 425 shares 425 $38.2K <0.01% 0 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 296 shares; 2024Q4: 296 shares; 2025Q1: 296 shares; 2025Q2: 325 shares; 2025Q3: 325 shares; 2025Q4: 325 shares 325 $37.3K <0.01% 0 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,802 shares; 2024Q4: 14,802 shares; 2025Q1: 14,802 shares; 2025Q2: 24,757 shares; 2025Q3: 1,822 shares; 2025Q4: 1,822 shares 1,822 $36.9K <0.01% 0 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 768 shares; 2025Q2: 768 shares; 2025Q3: 768 shares; 2025Q4: 768 shares 768 $36.7K <0.01% 0 Timeline UTG REAVES UTIL INCOME FD More: the full row for REAVES UTIL INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 995 shares; 2024Q4: 995 shares; 2025Q1: 995 shares; 2025Q2: 995 shares; 2025Q3: 995 shares; 2025Q4: 995 shares 995 $36.4K <0.01% 0 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 162 shares; 2024Q4: 162 shares; 2025Q1: 162 shares; 2025Q2: 162 shares; 2025Q3: 162 shares; 2025Q4: 162 shares 162 $36.2K <0.01% 0 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 212 shares; 2024Q4: 212 shares; 2025Q1: 212 shares; 2025Q2: 256 shares; 2025Q3: 256 shares; 2025Q4: 256 shares 256 $36.1K <0.01% 0 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: 623 shares; 2024Q4: 622 shares; 2025Q1: 622 shares; 2025Q2: 524 shares; 2025Q3: 262 shares; 2025Q4: 262 shares 262 $35.9K <0.01% 0 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares 500 $35.8K <0.01% 0 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: 545 shares; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 306 shares 306 $35.3K <0.01% +56 Timeline RAL RALLIANT CORP More: the full row for RALLIANT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 718 shares; 2025Q4: 685 shares 685 $34.9K <0.01% -33 Timeline CNOB CONNECTONE BANCORP INC More: the full row for CONNECTONE BANCORP 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: 1,319 shares; 2025Q3: 1,319 shares; 2025Q4: 1,319 shares 1,319 $34.6K <0.01% 0 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,008 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares 500 $33.7K <0.01% 0 Timeline ARDC ARES DYNAMIC CR ALLOCATION F More: the full row for ARES DYNAMIC CR ALLOCATION F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,531 shares; 2024Q4: 2,531 shares; 2025Q1: 2,531 shares; 2025Q2: 2,531 shares; 2025Q3: 2,531 shares; 2025Q4: 2,531 shares 2,531 $33.7K <0.01% 0 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 156 shares; 2024Q4: 156 shares; 2025Q1: 156 shares; 2025Q2: 156 shares; 2025Q3: 156 shares; 2025Q4: 156 shares 156 $33.1K <0.01% 0 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,112 shares; 2024Q4: 1,112 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares 600 $32K <0.01% 0 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 109 shares; 2025Q1: 109 shares; 2025Q2: 158 shares; 2025Q3: 109 shares; 2025Q4: 138 shares 138 $31.4K <0.01% +29 Timeline EIC EAGLE POINT INCOME CO More: the full row for EAGLE POINT INCOME CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,739 shares; 2024Q4: 2,739 shares; 2025Q1: 2,739 shares; 2025Q2: 2,739 shares; 2025Q3: 2,739 shares; 2025Q4: 2,739 shares 2,739 $31.3K <0.01% 0 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: 375 shares; 2024Q4: 375 shares; 2025Q1: 375 shares; 2025Q2: 375 shares; 2025Q3: 225 shares; 2025Q4: 225 shares 225 $31K <0.01% 0 Timeline W WAYFAIR INC More: the full row for WAYFAIR 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: 297 shares 297 $29.8K <0.01% new 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 199 shares 199 $29.6K <0.01% new Timeline NAK NORTHERN DYNASTY MINERALS LT More: the full row for NORTHERN DYNASTY MINERALS 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,000 shares 15,000 $29.6K <0.01% new Timeline BIT BLACKROCK MULTI SECTOR INC T More: the full row for BLACKROCK MULTI SECTOR INC T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,255 shares; 2024Q4: 2,255 shares; 2025Q1: 2,255 shares; 2025Q2: 2,255 shares; 2025Q3: 2,255 shares; 2025Q4: 2,255 shares 2,255 $29.4K <0.01% 0 Timeline PFM 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: 570 shares; 2024Q4: 570 shares; 2025Q1: 570 shares; 2025Q2: 570 shares; 2025Q3: 570 shares; 2025Q4: 570 shares 570 $29.4K <0.01% 0 Timeline PTY PIMCO CORPORATE & INCOME OPP More: the full row for PIMCO CORPORATE & INCOME OPP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,200 shares; 2024Q4: 2,200 shares; 2025Q1: 2,200 shares; 2025Q2: 2,200 shares; 2025Q3: 2,200 shares; 2025Q4: 2,200 shares 2,200 $28.4K <0.01% 0 Timeline PFO FLAHERTY & CRUMRINE PFD INCO More: the full row for FLAHERTY & CRUMRINE PFD INCO Quarterly shares; oldest 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: 3,000 shares 3,000 $28.4K <0.01% new Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 170 shares; 2024Q4: 170 shares; 2025Q1: 677 shares; 2025Q2: 677 shares; 2025Q3: 677 shares; 2025Q4: 677 shares 677 $27.3K <0.01% 0 Timeline PFLD ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 392 shares; 2024Q4: 652 shares; 2025Q1: 735 shares; 2025Q2: 735 shares; 2025Q3: 735 shares; 2025Q4: 1,364 shares 1,364 $26.7K <0.01% +629 Timeline BTG B2GOLD CORP More: the full row for B2GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,880 shares; 2025Q1: 5,880 shares; 2025Q2: 5,880 shares; 2025Q3: 5,880 shares; 2025Q4: 5,880 shares 5,880 $26.5K <0.01% 0 Timeline HIMS HIMS & HERS HEALTH INC More: the full row for HIMS & HERS HEALTH 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: 275 shares; 2025Q2: 905 shares; 2025Q3: 905 shares; 2025Q4: 805 shares 805 $26.1K <0.01% -100 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,459 shares; 2024Q4: 1,459 shares; 2025Q1: 1,459 shares; 2025Q2: 1,459 shares; 2025Q3: 1,459 shares; 2025Q4: 1,459 shares 1,459 $25.8K <0.01% 0 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 263 shares; 2024Q4: 124 shares; 2025Q1: 124 shares; 2025Q2: 62 shares; 2025Q3: 85 shares; 2025Q4: 85 shares 85 $25.7K <0.01% 0 Timeline GIL GILDAN ACTIVEWEAR INC More: the full row for GILDAN ACTIVEWEAR 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: 408 shares 408 $25.5K <0.01% 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: 187 shares; 2024Q4: 187 shares; 2025Q1: 187 shares; 2025Q2: 187 shares; 2025Q3: 187 shares; 2025Q4: 187 shares 187 $25.5K <0.01% 0 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: 621 shares; 2024Q4: 621 shares; 2025Q1: 621 shares; 2025Q2: 621 shares; 2025Q3: 621 shares; 2025Q4: 621 shares 621 $25.4K <0.01% 0 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,212 shares; 2025Q3: 1,212 shares; 2025Q4: 1,212 shares 1,212 $25.3K <0.01% 0 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 380 shares; 2024Q4: 520 shares; 2025Q1: 290 shares; 2025Q2: 290 shares; 2025Q3: 245 shares; 2025Q4: 245 shares 245 $24.7K <0.01% 0 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: 29 shares; 2024Q4: 29 shares; 2025Q1: 29 shares; 2025Q2: 89 shares; 2025Q3: 159 shares; 2025Q4: 89 shares 89 $24.3K <0.01% -70 Timeline MUSA MURPHY USA INC More: the full row for MURPHY USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 80 shares; 2025Q1: 80 shares; 2025Q2: 88 shares; 2025Q3: 80 shares; 2025Q4: 60 shares 60 $24.2K <0.01% -20 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: 325 shares; 2024Q4: 325 shares; 2025Q1: 325 shares; 2025Q2: 325 shares; 2025Q3: 325 shares; 2025Q4: 325 shares 325 $24K <0.01% 0 Timeline UDR UDR INC More: the full row for UDR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 648 shares; 2024Q4: 648 shares; 2025Q1: 648 shares; 2025Q2: 648 shares; 2025Q3: 648 shares; 2025Q4: 648 shares 648 $23.8K <0.01% 0 Timeline PFD FLAHERTY & CRUMRINE PFD INCO More: the full row for FLAHERTY & CRUMRINE PFD INCO Quarterly shares; oldest 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: 2,000 shares 2,000 $23.7K <0.01% new Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares 1,000 $23.7K <0.01% 0 Timeline BBUS 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: 192 shares; 2024Q4: 192 shares; 2025Q1: 192 shares; 2025Q2: 192 shares; 2025Q3: 192 shares; 2025Q4: 192 shares 192 $23.7K <0.01% 0 Timeline XERS XERIS BIOPHARMA HOLDINGS INC More: the full row for XERIS BIOPHARMA 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: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 4,000 shares; 2025Q4: 3,000 shares 3,000 $23.6K <0.01% -1,000 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 595 shares; 2024Q4: 595 shares; 2025Q1: 595 shares; 2025Q2: 595 shares; 2025Q3: 595 shares; 2025Q4: 595 shares 595 $23.4K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 130 shares; 2025Q4: 385 shares 385 $23.4K <0.01% +255 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 35 shares; 2025Q4: 105 shares 105 $22.5K <0.01% +70 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 825 shares; 2024Q4: 825 shares; 2025Q1: 825 shares; 2025Q2: 825 shares; 2025Q3: 825 shares; 2025Q4: 580 shares 580 $22.2K <0.01% -245 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,276 shares; 2024Q4: 1,276 shares; 2025Q1: 1,081 shares; 2025Q2: 497 shares; 2025Q3: 497 shares; 2025Q4: 497 shares 497 $22K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 605 shares; 2025Q3: 605 shares; 2025Q4: 605 shares 605 $21.9K <0.01% 0 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,423 shares; 2024Q4: 2,239 shares; 2025Q1: 2,239 shares; 2025Q2: 2,159 shares; 2025Q3: 569 shares; 2025Q4: 569 shares 569 $21.8K <0.01% 0 Timeline JNK 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: 223 shares; 2024Q4: 223 shares; 2025Q1: 223 shares; 2025Q2: 223 shares; 2025Q3: 223 shares; 2025Q4: 223 shares 223 $21.7K <0.01% 0 Timeline FLGV FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,055 shares; 2025Q2: 1,055 shares; 2025Q3: 1,055 shares; 2025Q4: 1,055 shares 1,055 $21.6K <0.01% 0 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares 300 $21.4K <0.01% 0 Timeline XXRP LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,225 shares 2,225 $21.2K <0.01% new 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: 35 shares; 2024Q4: 35 shares; 2025Q1: 35 shares; 2025Q2: 35 shares; 2025Q3: 35 shares; 2025Q4: 35 shares 35 $21.1K <0.01% 0 Timeline EUFN 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: 1,071 shares; 2025Q2: 1,071 shares; 2025Q3: 555 shares; 2025Q4: 555 shares 555 $20.6K <0.01% 0 Timeline NAD NUVEEN QUALITY MUNCP INCOME More: the full row for NUVEEN QUALITY MUNCP INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,689 shares; 2024Q4: 1,689 shares; 2025Q1: 1,689 shares; 2025Q2: 1,689 shares; 2025Q3: 1,689 shares; 2025Q4: 1,689 shares 1,689 $20.3K <0.01% 0 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 123 shares; 2024Q4: 123 shares; 2025Q1: 123 shares; 2025Q2: 123 shares; 2025Q3: 123 shares; 2025Q4: 123 shares 123 $20K <0.01% 0 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: 579 shares; 2024Q4: 479 shares; 2025Q1: 295 shares; 2025Q2: 295 shares; 2025Q3: 495 shares; 2025Q4: 200 shares 200 $19.9K <0.01% -295 Timeline QYLD 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: 1,121 shares; 2024Q4: 1,121 shares; 2025Q1: 1,121 shares; 2025Q2: 1,121 shares; 2025Q3: 1,121 shares; 2025Q4: 1,121 shares 1,121 $19.8K <0.01% 0 Timeline XYLD 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: 486 shares; 2024Q4: 486 shares; 2025Q1: 486 shares; 2025Q2: 486 shares; 2025Q3: 486 shares; 2025Q4: 486 shares 486 $19.7K <0.01% 0 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 347 shares; 2024Q4: 215 shares; 2025Q1: 97 shares; 2025Q2: 97 shares; 2025Q3: 97 shares; 2025Q4: 97 shares 97 $19.5K <0.01% 0 Timeline CX CEMEX SAB DE CV More: the full row for CEMEX SAB DE CV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,700 shares; 2025Q2: 1,700 shares; 2025Q3: 1,700 shares; 2025Q4: 1,700 shares 1,700 $19.5K <0.01% 0 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 585 shares; 2025Q3: 585 shares; 2025Q4: 585 shares 585 $19.3K <0.01% 0 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,150 shares; 2024Q4: 600 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares 400 $18.7K <0.01% 0 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 420 shares; 2024Q4: 420 shares; 2025Q1: 420 shares; 2025Q2: 639 shares; 2025Q3: 219 shares; 2025Q4: 219 shares 219 $18.7K <0.01% 0 Timeline EZU ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 290 shares; 2025Q2: 290 shares; 2025Q3: 290 shares; 2025Q4: 290 shares 290 $18.6K <0.01% 0 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 100 shares; 2025Q4: 100 shares 100 $18.5K <0.01% 0 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,854 shares; 2024Q4: 1,785 shares; 2025Q1: 599 shares; 2025Q2: 416 shares; 2025Q3: 416 shares; 2025Q4: 416 shares 416 $18.1K <0.01% 0 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 441 shares; 2024Q4: 441 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares 300 $18.1K <0.01% 0 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 75 shares 75 $18.1K <0.01% new Timeline ICLN 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: 1,068 shares 1,068 $17.5K <0.01% new Timeline CPER UNITED STS COMMODITY INDEX F More: the full row for UNITED STS COMMODITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 500 shares 500 $17.5K <0.01% new Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 216 shares; 2025Q2: 216 shares; 2025Q3: 216 shares; 2025Q4: 216 shares 216 $17.4K <0.01% 0 Timeline BXP BXP INC More: the full row for BXP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 257 shares; 2024Q4: 257 shares; 2025Q1: 257 shares; 2025Q2: 278 shares; 2025Q3: 257 shares; 2025Q4: 257 shares 257 $17.3K <0.01% 0 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 450 shares; 2024Q4: 450 shares; 2025Q1: 450 shares; 2025Q2: 450 shares; 2025Q3: 450 shares; 2025Q4: 450 shares 450 $17.3K <0.01% 0 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 330 shares; 2024Q4: 330 shares; 2025Q1: 330 shares; 2025Q2: 409 shares; 2025Q3: 409 shares; 2025Q4: 409 shares 409 $17.1K <0.01% 0 Timeline PFFD 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: 251 shares; 2024Q4: 422 shares; 2025Q1: 526 shares; 2025Q2: 526 shares; 2025Q3: 526 shares; 2025Q4: 880 shares 880 $16.6K <0.01% +354 Timeline SPTI 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: 573 shares; 2025Q2: 573 shares; 2025Q3: 573 shares; 2025Q4: 573 shares 573 $16.5K <0.01% 0 Timeline ECC EAGLE POINT CR CO More: the full row for EAGLE POINT CR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,855 shares; 2024Q4: 2,855 shares; 2025Q1: 2,855 shares; 2025Q2: 2,855 shares; 2025Q3: 2,855 shares; 2025Q4: 2,855 shares 2,855 $16.4K <0.01% 0 Timeline AGOX STARBOARD INVT TR More: the full row for STARBOARD INVT TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,317 shares; 2024Q4: 6,317 shares; 2025Q1: 574 shares; 2025Q2: 574 shares; 2025Q3: 574 shares; 2025Q4: 574 shares 574 $16.4K <0.01% 0 Timeline PICK 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: 318 shares; 2024Q4: 318 shares; 2025Q1: 318 shares; 2025Q2: 318 shares; 2025Q3: 318 shares; 2025Q4: 318 shares 318 $16.3K <0.01% 0 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: not reported; 2025Q1: 177 shares; 2025Q2: 177 shares; 2025Q3: 177 shares; 2025Q4: 354 shares 354 $16.1K <0.01% +177 Timeline JSI 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: 297 shares; 2025Q2: 297 shares; 2025Q3: 297 shares; 2025Q4: 297 shares 297 $15.5K <0.01% 0 Timeline NMZ NUVEEN MUN HIGH INCOME OPPOR More: the full row for NUVEEN MUN HIGH INCOME OPPOR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,500 shares; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares 1,500 $15.3K <0.01% 0 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: 9 shares; 2024Q4: 9 shares; 2025Q1: 9 shares; 2025Q2: 9 shares; 2025Q3: 9 shares; 2025Q4: 9 shares 9 $15.2K <0.01% 0 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15 shares 15 $15.1K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 143 shares 143 $15.1K <0.01% new Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 150 shares 150 $15K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 113 shares 113 $15K <0.01% new Timeline BTZ BLACKROCK CR ALLOCATION More: the full row for BLACKROCK CR ALLOCATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,378 shares; 2024Q4: 1,378 shares; 2025Q1: 1,378 shares; 2025Q2: 1,378 shares; 2025Q3: 1,378 shares; 2025Q4: 1,378 shares 1,378 $14.9K <0.01% 0 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 442 shares; 2024Q4: 501 shares; 2025Q1: 442 shares; 2025Q2: 554 shares; 2025Q3: 554 shares; 2025Q4: 112 shares 112 $14.1K <0.01% -442 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 176 shares; 2024Q4: 176 shares; 2025Q1: 176 shares; 2025Q2: 176 shares; 2025Q3: 176 shares; 2025Q4: 176 shares 176 $13.9K <0.01% 0 Timeline VOD VODAFONE GROUP PLC More: the full row for VODAFONE GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,050 shares; 2024Q4: 1,050 shares; 2025Q1: 1,050 shares; 2025Q2: 1,050 shares; 2025Q3: 1,050 shares; 2025Q4: 1,050 shares 1,050 $13.9K <0.01% 0 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: 278 shares; 2024Q4: 278 shares; 2025Q1: 278 shares; 2025Q2: 278 shares; 2025Q3: 278 shares; 2025Q4: 278 shares 278 $13.6K <0.01% 0 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 321 shares; 2024Q4: 61 shares; 2025Q1: 61 shares; 2025Q2: 128 shares; 2025Q3: 128 shares; 2025Q4: 128 shares 128 $13.4K <0.01% 0 Timeline FTRE FORTREA HLDGS INC More: the full row for FORTREA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 875 shares; 2024Q4: 875 shares; 2025Q1: 875 shares; 2025Q2: 775 shares; 2025Q3: 775 shares; 2025Q4: 775 shares 775 $13.4K <0.01% 0 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4 shares; 2025Q3: 4 shares; 2025Q4: 14 shares 14 $13.1K <0.01% +10 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 150 shares; 2025Q4: 140 shares 140 $12.8K <0.01% -10 Timeline CRH CRH PLC More: the full row for CRH 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: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares 100 $12.5K <0.01% 0 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4 shares; 2024Q4: 4 shares; 2025Q1: 4 shares; 2025Q2: 135 shares; 2025Q3: 136 shares; 2025Q4: 136 shares 136 $12.4K <0.01% 0 Timeline STEX STREAMEX CORP More: the full row for STREAMEX 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: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares 4,000 $12.1K <0.01% 0 Timeline ARDX ARDELYX INC More: the full row for ARDELYX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,600 shares; 2024Q4: 1,600 shares; 2025Q1: 1,600 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares 2,000 $11.7K <0.01% 0 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 100 shares 100 $11.3K <0.01% new Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 250 shares; 2025Q4: 400 shares 400 $11.3K <0.01% +150 Timeline BKT BLACKROCK INCOME TR INC More: the full row for BLACKROCK INCOME TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 997 shares; 2024Q4: 997 shares; 2025Q1: 997 shares; 2025Q2: 997 shares; 2025Q3: 997 shares; 2025Q4: 997 shares 997 $11K <0.01% 0 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36 shares; 2024Q4: 36 shares; 2025Q1: 36 shares; 2025Q2: 36 shares; 2025Q3: 36 shares; 2025Q4: 36 shares 36 $10.9K <0.01% 0 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12 shares; 2024Q4: 12 shares; 2025Q1: 12 shares; 2025Q2: 12 shares; 2025Q3: 12 shares; 2025Q4: 12 shares 12 $10.9K <0.01% 0 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: 1,124 shares; 2024Q4: 1,068 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 200 shares 200 $10.2K <0.01% new Timeline IGLB 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: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares 200 $10.1K <0.01% 0 Timeline GRAB GRAB HOLDINGS LIMITED More: the full row for GRAB HOLDINGS LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares 2,000 $9.98K <0.01% 0 Timeline