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: 404,612 shares; 2024Q4: 408,040 shares; 2025Q1: 400,038 shares; 2025Q2: 410,717 shares; 2025Q3: 392,927 shares; 2025Q4: 406,187 shares 406,187 $198M 12.42% +13,260 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: 674,330 shares; 2024Q4: 689,469 shares; 2025Q1: 729,443 shares; 2025Q2: 753,725 shares; 2025Q3: 708,345 shares; 2025Q4: 748,472 shares 748,472 $143M 8.96% +40,127 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: 1,266,384 shares; 2024Q4: 1,295,718 shares; 2025Q1: 1,390,436 shares; 2025Q2: 1,429,066 shares; 2025Q3: 1,432,838 shares; 2025Q4: 1,494,152 shares 1,494,152 $93.3M 5.85% +61,314 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: 179,658 shares; 2024Q4: 177,754 shares; 2025Q1: 177,608 shares; 2025Q2: 180,705 shares; 2025Q3: 172,537 shares; 2025Q4: 170,006 shares 170,006 $46.2M 2.9% -2,531 Timeline IBDT 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: 1,465,502 shares; 2024Q4: 1,539,109 shares; 2025Q1: 1,638,539 shares; 2025Q2: 1,700,074 shares; 2025Q3: 1,626,388 shares; 2025Q4: 1,626,267 shares 1,626,267 $41.4M 2.59% -121 Timeline IBDU 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: 1,382,320 shares; 2024Q4: 1,536,141 shares; 2025Q1: 1,678,154 shares; 2025Q2: 1,778,176 shares; 2025Q3: 1,730,611 shares; 2025Q4: 1,745,523 shares 1,745,523 $40.9M 2.56% +14,912 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: 136,367 shares; 2024Q4: 131,885 shares; 2025Q1: 128,708 shares; 2025Q2: 130,740 shares; 2025Q3: 114,305 shares; 2025Q4: 108,641 shares 108,641 $37.6M 2.36% -5,664 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: 80,525 shares; 2024Q4: 80,544 shares; 2025Q1: 82,445 shares; 2025Q2: 82,893 shares; 2025Q3: 75,214 shares; 2025Q4: 75,792 shares 75,792 $36.7M 2.3% +578 Timeline IBDS 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: 1,287,113 shares; 2024Q4: 1,356,596 shares; 2025Q1: 1,432,132 shares; 2025Q2: 1,474,249 shares; 2025Q3: 1,377,966 shares; 2025Q4: 1,362,891 shares 1,362,891 $33.1M 2.07% -15,075 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: 87,896 shares; 2024Q4: 87,947 shares; 2025Q1: 89,055 shares; 2025Q2: 91,969 shares; 2025Q3: 91,763 shares; 2025Q4: 93,385 shares 93,385 $31.3M 1.96% +1,622 Timeline SPTS 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: 524,639 shares; 2024Q4: 709,505 shares; 2025Q1: 799,923 shares; 2025Q2: 853,117 shares; 2025Q3: 940,577 shares; 2025Q4: 984,643 shares 984,643 $28.8M 1.81% +44,066 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: 89,055 shares; 2024Q4: 88,699 shares; 2025Q1: 90,115 shares; 2025Q2: 90,420 shares; 2025Q3: 90,768 shares; 2025Q4: 94,535 shares 94,535 $27.4M 1.72% +3,767 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: 84,531 shares; 2024Q4: 83,692 shares; 2025Q1: 84,665 shares; 2025Q2: 87,098 shares; 2025Q3: 80,635 shares; 2025Q4: 81,283 shares 81,283 $26.2M 1.64% +648 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: 100,893 shares; 2024Q4: 100,625 shares; 2025Q1: 101,658 shares; 2025Q2: 100,352 shares; 2025Q3: 94,965 shares; 2025Q4: 97,187 shares 97,187 $25.1M 1.57% +2,222 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,556 shares; 2024Q4: 58,724 shares; 2025Q1: 59,141 shares; 2025Q2: 59,142 shares; 2025Q3: 53,181 shares; 2025Q4: 53,203 shares 53,203 $24.8M 1.56% +22 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,831 shares; 2024Q4: 10,687 shares; 2025Q1: 12,977 shares; 2025Q2: 19,910 shares; 2025Q3: 20,717 shares; 2025Q4: 20,820 shares 20,820 $22.4M 1.4% +103 Timeline SNEX STONEX GROUP INC More: the full row for STONEX GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 132,409 shares; 2024Q4: 128,141 shares; 2025Q1: 266,768 shares; 2025Q2: 267,225 shares; 2025Q3: 228,166 shares; 2025Q4: 233,774 shares 233,774 $22.2M 1.39% +5,608 Timeline IBDV 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: 53,757 shares; 2025Q3: 795,525 shares; 2025Q4: 953,887 shares 953,887 $21.1M 1.32% +158,362 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 333,313 shares; 2024Q4: 338,374 shares; 2025Q1: 360,698 shares; 2025Q2: 372,657 shares; 2025Q3: 410,401 shares; 2025Q4: 428,795 shares 428,795 $20.1M 1.26% +18,394 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: 72,552 shares; 2024Q4: 71,584 shares; 2025Q1: 74,093 shares; 2025Q2: 78,179 shares; 2025Q3: 62,483 shares; 2025Q4: 61,956 shares 61,956 $19.4M 1.22% -527 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: 85,671 shares; 2024Q4: 89,712 shares; 2025Q1: 93,629 shares; 2025Q2: 97,737 shares; 2025Q3: 88,754 shares; 2025Q4: 89,859 shares 89,859 $18.6M 1.17% +1,105 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: 168,008 shares; 2024Q4: 167,140 shares; 2025Q1: 172,733 shares; 2025Q2: 172,398 shares; 2025Q3: 153,083 shares; 2025Q4: 155,430 shares 155,430 $18.2M 1.14% +2,347 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: 165,293 shares; 2024Q4: 160,955 shares; 2025Q1: 170,399 shares; 2025Q2: 176,885 shares; 2025Q3: 167,318 shares; 2025Q4: 170,507 shares 170,507 $17.9M 1.13% +3,189 Timeline IBDW 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: 605,186 shares; 2025Q4: 813,979 shares 813,979 $17.2M 1.08% +208,793 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: 113,211 shares; 2024Q4: 115,563 shares; 2025Q1: 118,233 shares; 2025Q2: 124,238 shares; 2025Q3: 111,363 shares; 2025Q4: 112,683 shares 112,683 $17.2M 1.08% +1,320 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: 220,170 shares; 2024Q4: 205,391 shares; 2025Q1: 224,770 shares; 2025Q2: 224,053 shares; 2025Q3: 228,569 shares; 2025Q4: 233,351 shares 233,351 $17.2M 1.08% +4,782 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: 31,555 shares; 2024Q4: 31,806 shares; 2025Q1: 31,489 shares; 2025Q2: 31,972 shares; 2025Q3: 33,589 shares; 2025Q4: 33,857 shares 33,857 $17M 1.07% +268 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: 38,088 shares; 2024Q4: 38,350 shares; 2025Q1: 40,829 shares; 2025Q2: 46,375 shares; 2025Q3: 47,601 shares; 2025Q4: 49,503 shares 49,503 $15.5M 0.97% +1,902 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 131,361 shares; 2024Q4: 115,418 shares; 2025Q1: 119,412 shares; 2025Q2: 148,008 shares; 2025Q3: 161,310 shares; 2025Q4: 153,861 shares 153,861 $15.4M 0.97% -7,449 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: 736,861 shares; 2024Q4: 485,037 shares; 2025Q1: 588,764 shares; 2025Q2: 630,079 shares; 2025Q3: 718,366 shares; 2025Q4: 528,985 shares 528,985 $15.3M 0.96% -189,381 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 378,080 shares 378,080 $15.2M 0.95% new 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: 5,342 shares; 2024Q4: 109,325 shares; 2025Q1: 110,908 shares; 2025Q2: 105,923 shares; 2025Q3: 115,644 shares; 2025Q4: 110,206 shares 110,206 $13.2M 0.82% -5,438 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: 85,615 shares; 2024Q4: 85,386 shares; 2025Q1: 86,334 shares; 2025Q2: 88,890 shares; 2025Q3: 82,737 shares; 2025Q4: 84,746 shares 84,746 $12.1M 0.76% +2,009 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: 32,862 shares; 2024Q4: 33,359 shares; 2025Q1: 36,457 shares; 2025Q2: 37,555 shares; 2025Q3: 33,660 shares; 2025Q4: 34,469 shares 34,469 $10.8M 0.67% +809 Timeline PNFP PINNACLE FINANCIAL PARTNERS More: the full row for PINNACLE FINANCIAL PARTNERS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,271 shares; 2024Q4: 60,922 shares; 2025Q1: 61,432 shares; 2025Q2: 65,943 shares; 2025Q3: 94,388 shares; 2025Q4: 111,910 shares 111,910 $10.7M 0.67% +17,522 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: 73,449 shares; 2024Q4: 71,602 shares; 2025Q1: 71,181 shares; 2025Q2: 70,424 shares; 2025Q3: 67,504 shares; 2025Q4: 67,384 shares 67,384 $9.67M 0.61% -120 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: 45,214 shares; 2024Q4: 44,360 shares; 2025Q1: 45,081 shares; 2025Q2: 46,551 shares; 2025Q3: 43,952 shares; 2025Q4: 43,849 shares 43,849 $9.64M 0.6% -103 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: 48,756 shares; 2024Q4: 60,465 shares; 2025Q1: 79,030 shares; 2025Q2: 82,331 shares; 2025Q3: 70,863 shares; 2025Q4: 74,388 shares 74,388 $9.36M 0.59% +3,525 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: 5,144 shares; 2024Q4: 5,144 shares; 2025Q1: 30,537 shares; 2025Q2: 28,271 shares; 2025Q3: 24,785 shares; 2025Q4: 25,273 shares 25,273 $9.1M 0.57% +488 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 139,679 shares; 2025Q2: 147,032 shares; 2025Q3: 136,308 shares; 2025Q4: 143,860 shares 143,860 $9.09M 0.57% +7,552 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: 51,053 shares; 2024Q4: 50,913 shares; 2025Q1: 53,176 shares; 2025Q2: 56,261 shares; 2025Q3: 53,648 shares; 2025Q4: 54,176 shares 54,176 $8.39M 0.53% +528 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: 204,164 shares; 2024Q4: 201,106 shares; 2025Q1: 213,275 shares; 2025Q2: 214,658 shares; 2025Q3: 195,040 shares; 2025Q4: 203,696 shares 203,696 $8.3M 0.52% +8,656 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: 106,672 shares; 2024Q4: 107,090 shares; 2025Q1: 111,737 shares; 2025Q2: 112,824 shares; 2025Q3: 114,665 shares; 2025Q4: 118,226 shares 118,226 $8.27M 0.52% +3,561 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: 206,006 shares; 2024Q4: 161,549 shares; 2025Q1: 164,227 shares; 2025Q2: 158,546 shares; 2025Q3: 155,785 shares; 2025Q4: 152,756 shares 152,756 $8.08M 0.51% -3,029 Timeline NHI NATIONAL HEALTH INVS INC More: the full row for NATIONAL HEALTH INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,052 shares; 2024Q4: not reported; 2025Q1: 58,261 shares; 2025Q2: 77,705 shares; 2025Q3: 96,287 shares; 2025Q4: 103,817 shares 103,817 $7.93M 0.5% +7,530 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: 49,408 shares; 2024Q4: 70,863 shares; 2025Q1: 67,925 shares; 2025Q2: 67,622 shares; 2025Q3: 65,856 shares; 2025Q4: 65,840 shares 65,840 $7.92M 0.5% -16 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: 161,575 shares; 2024Q4: 131,154 shares; 2025Q1: 130,629 shares; 2025Q2: 130,726 shares; 2025Q3: 138,122 shares; 2025Q4: 134,860 shares 134,860 $7.92M 0.5% -3,262 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,213 shares; 2024Q4: 2,213 shares; 2025Q1: 3,558 shares; 2025Q2: 43,515 shares; 2025Q3: 47,317 shares; 2025Q4: 51,595 shares 51,595 $7.76M 0.49% +4,278 Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 119,337 shares; 2025Q2: 129,533 shares; 2025Q3: 131,347 shares; 2025Q4: 140,878 shares 140,878 $7.38M 0.46% +9,531 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: 57,519 shares; 2024Q4: 57,737 shares; 2025Q1: 58,241 shares; 2025Q2: 59,139 shares; 2025Q3: 53,410 shares; 2025Q4: 54,444 shares 54,444 $7.23M 0.45% +1,034 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: 109,599 shares; 2024Q4: 111,323 shares; 2025Q1: 119,798 shares; 2025Q2: 122,462 shares; 2025Q3: 124,227 shares; 2025Q4: 127,601 shares 127,601 $7.02M 0.44% +3,374 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: 227,489 shares; 2024Q4: 252,994 shares; 2025Q1: 269,981 shares; 2025Q2: 246,450 shares; 2025Q3: 255,817 shares; 2025Q4: 266,901 shares 266,901 $6.65M 0.42% +11,084 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,388 shares; 2024Q4: 45,044 shares; 2025Q1: 17,684 shares; 2025Q2: 21,534 shares; 2025Q3: 21,083 shares; 2025Q4: 21,006 shares 21,006 $6.33M 0.4% -77 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: 71,605 shares; 2024Q4: 70,868 shares; 2025Q1: 66,381 shares; 2025Q2: 65,401 shares; 2025Q3: 55,638 shares; 2025Q4: 55,161 shares 55,161 $6.15M 0.39% -477 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: 16,352 shares; 2024Q4: 16,718 shares; 2025Q1: 16,422 shares; 2025Q2: 16,517 shares; 2025Q3: 16,876 shares; 2025Q4: 17,349 shares 17,349 $5.97M 0.37% +473 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: 6,601 shares; 2024Q4: 6,574 shares; 2025Q1: 6,558 shares; 2025Q2: 6,579 shares; 2025Q3: 6,607 shares; 2025Q4: 6,587 shares 6,587 $5.68M 0.36% -20 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: 4,336 shares; 2024Q4: 5,224 shares; 2025Q1: 5,878 shares; 2025Q2: 6,246 shares; 2025Q3: 6,302 shares; 2025Q4: 9,012 shares 9,012 $5.65M 0.35% +2,710 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: 7,645 shares; 2024Q4: 7,652 shares; 2025Q1: 7,606 shares; 2025Q2: 7,603 shares; 2025Q3: 6,626 shares; 2025Q4: 16,746 shares 16,746 $5.64M 0.35% +10,120 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: 24,968 shares; 2024Q4: 23,463 shares; 2025Q1: 23,263 shares; 2025Q2: 23,300 shares; 2025Q3: 23,365 shares; 2025Q4: 23,250 shares 23,250 $5.31M 0.33% -115 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 126,428 shares; 2024Q4: 125,464 shares; 2025Q1: 129,085 shares; 2025Q2: 139,396 shares; 2025Q3: 113,432 shares; 2025Q4: 113,426 shares 113,426 $5.18M 0.32% -6 Timeline HROW HARROW INC More: the full row for HARROW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,955 shares; 2024Q4: 81,400 shares; 2025Q1: 103,693 shares; 2025Q2: 106,213 shares; 2025Q3: 103,862 shares; 2025Q4: 105,339 shares 105,339 $5.16M 0.32% +1,477 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: 3,832 shares; 2024Q4: 3,892 shares; 2025Q1: 3,734 shares; 2025Q2: 7,161 shares; 2025Q3: 7,345 shares; 2025Q4: 7,173 shares 7,173 $4.91M 0.31% -172 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,043 shares; 2024Q4: 5,872 shares; 2025Q1: 6,281 shares; 2025Q2: 6,708 shares; 2025Q3: 7,090 shares; 2025Q4: 6,981 shares 6,981 $4.76M 0.3% -109 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: 101,782 shares; 2024Q4: 96,027 shares; 2025Q1: 92,663 shares; 2025Q2: 92,416 shares; 2025Q3: 86,865 shares; 2025Q4: 87,668 shares 87,668 $4.71M 0.3% +803 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: 17,255 shares; 2024Q4: 18,647 shares; 2025Q1: 16,958 shares; 2025Q2: 18,566 shares; 2025Q3: 18,783 shares; 2025Q4: 19,045 shares 19,045 $4.4M 0.28% +262 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: 7,099 shares; 2024Q4: 7,006 shares; 2025Q1: 7,119 shares; 2025Q2: 7,146 shares; 2025Q3: 7,234 shares; 2025Q4: 7,021 shares 7,021 $4.31M 0.27% -213 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: 14,858 shares; 2024Q4: 29,990 shares; 2025Q1: 30,143 shares; 2025Q2: 31,028 shares; 2025Q3: 22,215 shares; 2025Q4: 22,126 shares 22,126 $4.08M 0.26% -89 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 148,929 shares; 2024Q4: 136,860 shares; 2025Q1: 136,254 shares; 2025Q2: 131,685 shares; 2025Q3: 127,270 shares; 2025Q4: 124,796 shares 124,796 $4M 0.25% -2,474 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,445 shares; 2024Q4: 21,026 shares; 2025Q1: 20,854 shares; 2025Q2: 20,649 shares; 2025Q3: 20,127 shares; 2025Q4: 20,064 shares 20,064 $3.99M 0.25% -63 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: 5,096 shares; 2024Q4: 5,231 shares; 2025Q1: 5,242 shares; 2025Q2: 5,329 shares; 2025Q3: 5,531 shares; 2025Q4: 6,010 shares 6,010 $3.97M 0.25% +479 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: 40,138 shares; 2024Q4: 38,484 shares; 2025Q1: 35,213 shares; 2025Q2: 33,243 shares; 2025Q3: 27,970 shares; 2025Q4: 27,309 shares 27,309 $3.92M 0.25% -661 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,808 shares; 2024Q4: 167,221 shares; 2025Q1: 165,971 shares; 2025Q2: 162,570 shares; 2025Q3: 163,363 shares; 2025Q4: 162,616 shares 162,616 $3.91M 0.25% -747 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: 18,540 shares; 2024Q4: 18,362 shares; 2025Q1: 18,713 shares; 2025Q2: 19,206 shares; 2025Q3: 14,495 shares; 2025Q4: 14,530 shares 14,530 $3.85M 0.24% +35 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: 37,658 shares; 2024Q4: 36,454 shares; 2025Q1: 35,112 shares; 2025Q2: 34,768 shares; 2025Q3: 28,209 shares; 2025Q4: 27,843 shares 27,843 $3.84M 0.24% -366 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: 17,669 shares; 2024Q4: 17,243 shares; 2025Q1: 18,959 shares; 2025Q2: 21,661 shares; 2025Q3: 19,588 shares; 2025Q4: 19,974 shares 19,974 $3.73M 0.23% +386 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: 43,757 shares; 2024Q4: 41,737 shares; 2025Q1: 36,537 shares; 2025Q2: 35,341 shares; 2025Q3: 34,407 shares; 2025Q4: 33,190 shares 33,190 $3.72M 0.23% -1,217 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: 14,003 shares; 2024Q4: 13,333 shares; 2025Q1: 12,570 shares; 2025Q2: 12,432 shares; 2025Q3: 12,083 shares; 2025Q4: 11,589 shares 11,589 $3.54M 0.22% -494 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: 21,598 shares; 2024Q4: 21,599 shares; 2025Q1: 27,514 shares; 2025Q2: 33,594 shares; 2025Q3: 30,176 shares; 2025Q4: 30,176 shares 30,176 $3.33M 0.21% 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: 34,840 shares; 2024Q4: 32,225 shares; 2025Q1: 30,859 shares; 2025Q2: 25,901 shares; 2025Q3: 18,430 shares; 2025Q4: 18,149 shares 18,149 $3.23M 0.2% -281 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: 8,936 shares; 2024Q4: 8,268 shares; 2025Q1: 8,253 shares; 2025Q2: 8,265 shares; 2025Q3: 8,526 shares; 2025Q4: 8,561 shares 8,561 $3.17M 0.2% +35 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,758 shares; 2024Q4: 104,124 shares; 2025Q1: 104,124 shares; 2025Q2: 104,124 shares; 2025Q3: 104,085 shares; 2025Q4: 104,277 shares 104,277 $3.09M 0.19% +192 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: 20,892 shares; 2024Q4: 18,101 shares; 2025Q1: 18,608 shares; 2025Q2: 20,368 shares; 2025Q3: 9,356 shares; 2025Q4: 9,114 shares 9,114 $3.01M 0.19% -242 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,538 shares; 2024Q4: 5,208 shares; 2025Q1: 4,830 shares; 2025Q2: 4,918 shares; 2025Q3: 4,955 shares; 2025Q4: 5,015 shares 5,015 $2.87M 0.18% +60 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: 35,823 shares; 2024Q4: 35,656 shares; 2025Q1: 33,365 shares; 2025Q2: 33,101 shares; 2025Q3: 32,995 shares; 2025Q4: 32,938 shares 32,938 $2.87M 0.18% -57 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: 15,439 shares; 2024Q4: 14,845 shares; 2025Q1: 13,716 shares; 2025Q2: 13,087 shares; 2025Q3: 13,081 shares; 2025Q4: 12,877 shares 12,877 $2.83M 0.18% -204 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: 12,838 shares; 2024Q4: 12,751 shares; 2025Q1: 12,696 shares; 2025Q2: 12,626 shares; 2025Q3: 12,384 shares; 2025Q4: 12,160 shares 12,160 $2.78M 0.17% -224 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,598 shares; 2024Q4: 41,790 shares; 2025Q1: 42,370 shares; 2025Q2: 40,858 shares; 2025Q3: 39,603 shares; 2025Q4: 39,797 shares 39,797 $2.76M 0.17% +194 Timeline GTLS CHART INDS INC More: the full row for CHART INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,782 shares; 2024Q4: 26,292 shares; 2025Q1: 19,310 shares; 2025Q2: 21,426 shares; 2025Q3: 13,650 shares; 2025Q4: 13,318 shares 13,318 $2.75M 0.17% -332 Timeline IBMR 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: 20,381 shares; 2024Q4: 65,404 shares; 2025Q1: 76,056 shares; 2025Q2: 91,404 shares; 2025Q3: 107,068 shares; 2025Q4: 101,176 shares 101,176 $2.57M 0.16% -5,892 Timeline ACIW ACI WORLDWIDE INC More: the full row for ACI WORLDWIDE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,071 shares; 2024Q4: 71,815 shares; 2025Q1: 68,638 shares; 2025Q2: 69,499 shares; 2025Q3: 52,279 shares; 2025Q4: 52,705 shares 52,705 $2.52M 0.16% +426 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: 37,363 shares; 2024Q4: 34,921 shares; 2025Q1: 31,936 shares; 2025Q2: 31,653 shares; 2025Q3: 31,671 shares; 2025Q4: 31,611 shares 31,611 $2.43M 0.15% -60 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,600 shares; 2024Q4: 15,338 shares; 2025Q1: 15,182 shares; 2025Q2: 15,193 shares; 2025Q3: 15,200 shares; 2025Q4: 14,695 shares 14,695 $2.4M 0.15% -505 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: 62,078 shares; 2024Q4: 60,158 shares; 2025Q1: 60,042 shares; 2025Q2: 55,337 shares; 2025Q3: 35,232 shares; 2025Q4: 34,035 shares 34,035 $2.29M 0.14% -1,197 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: 803 shares; 2024Q4: 803 shares; 2025Q1: 863 shares; 2025Q2: 4,135 shares; 2025Q3: 3,793 shares; 2025Q4: 3,783 shares 3,783 $2.28M 0.14% -10 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,402 shares; 2025Q4: 12,402 shares 12,402 $2.26M 0.14% 0 Timeline CALM CAL MAINE FOODS INC More: the full row for CAL MAINE FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,000 shares; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 27,703 shares 27,703 $2.2M 0.14% +22,703 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: 13,897 shares; 2024Q4: 13,566 shares; 2025Q1: 12,535 shares; 2025Q2: 12,210 shares; 2025Q3: 12,081 shares; 2025Q4: 11,981 shares 11,981 $2.2M 0.14% -100 Timeline IQLT 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: 44,577 shares; 2024Q4: 45,256 shares; 2025Q1: 45,309 shares; 2025Q2: 45,025 shares; 2025Q3: 45,078 shares; 2025Q4: 45,018 shares 45,018 $2.05M 0.13% -60 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,835 shares; 2024Q4: 23,793 shares; 2025Q1: 23,625 shares; 2025Q2: 23,631 shares; 2025Q3: 23,663 shares; 2025Q4: 47,339 shares 47,339 $2.02M 0.13% +23,676 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: 17,289 shares; 2024Q4: 16,549 shares; 2025Q1: 16,516 shares; 2025Q2: 16,376 shares; 2025Q3: 16,426 shares; 2025Q4: 16,015 shares 16,015 $2.01M 0.13% -411 Timeline BIP BROOKFIELD INFRASTRUCTURE PA More: the full row for BROOKFIELD INFRASTRUCTURE PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,999 shares; 2024Q4: 62,504 shares; 2025Q1: 55,986 shares; 2025Q2: 59,515 shares; 2025Q3: 58,787 shares; 2025Q4: 57,738 shares 57,738 $2.01M 0.13% -1,049 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: 5,948 shares; 2024Q4: 5,707 shares; 2025Q1: 5,711 shares; 2025Q2: 5,810 shares; 2025Q3: 5,753 shares; 2025Q4: 5,624 shares 5,624 $1.97M 0.12% -129 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: 10,939 shares; 2024Q4: 11,124 shares; 2025Q1: 11,189 shares; 2025Q2: 11,270 shares; 2025Q3: 11,183 shares; 2025Q4: 10,053 shares 10,053 $1.96M 0.12% -1,130 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,348 shares; 2024Q4: 4,300 shares; 2025Q1: 4,163 shares; 2025Q2: 4,030 shares; 2025Q3: 3,382 shares; 2025Q4: 3,304 shares 3,304 $1.89M 0.12% -78 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: 53,286 shares; 2024Q4: 53,027 shares; 2025Q1: 52,717 shares; 2025Q2: 52,717 shares; 2025Q3: 52,118 shares; 2025Q4: 49,992 shares 49,992 $1.81M 0.11% -2,126 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: 29,388 shares; 2024Q4: 110,551 shares; 2025Q1: 118,422 shares; 2025Q2: 37,589 shares; 2025Q3: 36,523 shares; 2025Q4: 35,064 shares 35,064 $1.78M 0.11% -1,459 Timeline IBMQ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,616 shares; 2024Q4: 77,909 shares; 2025Q1: 81,909 shares; 2025Q2: 95,929 shares; 2025Q3: 85,231 shares; 2025Q4: 69,588 shares 69,588 $1.78M 0.11% -15,643 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: 42,334 shares; 2024Q4: 42,334 shares; 2025Q1: 23,667 shares; 2025Q2: 23,667 shares; 2025Q3: 22,173 shares; 2025Q4: 22,173 shares 22,173 $1.78M 0.11% 0 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: 22,506 shares; 2024Q4: 22,364 shares; 2025Q1: 3,670 shares; 2025Q2: 3,661 shares; 2025Q3: 3,598 shares; 2025Q4: 3,598 shares 3,598 $1.74M 0.11% 0 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,828 shares; 2024Q4: 26,591 shares; 2025Q1: 26,426 shares; 2025Q2: 26,146 shares; 2025Q3: 24,608 shares; 2025Q4: 22,686 shares 22,686 $1.62M 0.1% -1,922 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: 75,670 shares; 2024Q4: 74,683 shares; 2025Q1: 78,054 shares; 2025Q2: 26,196 shares; 2025Q3: 16,244 shares; 2025Q4: 16,068 shares 16,068 $1.59M 0.1% -176 Timeline GIB CGI INC More: the full row for CGI 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: 21,913 shares; 2025Q2: 17,234 shares; 2025Q3: 17,234 shares; 2025Q4: 17,234 shares 17,234 $1.59M 0.1% 0 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 474 shares; 2025Q1: not reported; 2025Q2: 2,984 shares; 2025Q3: 2,984 shares; 2025Q4: 2,984 shares 2,984 $1.43M 0.09% 0 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,576 shares; 2024Q4: 37,664 shares; 2025Q1: 38,816 shares; 2025Q2: 40,291 shares; 2025Q3: 40,616 shares; 2025Q4: 43,416 shares 43,416 $1.42M 0.09% +2,800 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: 4,014 shares; 2024Q4: 4,014 shares; 2025Q1: 4,014 shares; 2025Q2: 8,755 shares; 2025Q3: 8,233 shares; 2025Q4: 9,809 shares 9,809 $1.38M 0.09% +1,576 Timeline MYCG SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 54,855 shares; 2025Q1: 54,855 shares; 2025Q2: 54,855 shares; 2025Q3: 54,855 shares; 2025Q4: 54,855 shares 54,855 $1.37M 0.09% 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: 16,117 shares; 2024Q4: 30,832 shares; 2025Q1: 30,009 shares; 2025Q2: 28,683 shares; 2025Q3: 27,525 shares; 2025Q4: 25,678 shares 25,678 $1.37M 0.09% -1,847 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,945 shares; 2024Q4: 17,224 shares; 2025Q1: 17,727 shares; 2025Q2: 17,261 shares; 2025Q3: 17,527 shares; 2025Q4: 17,173 shares 17,173 $1.37M 0.09% -354 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: 3,329 shares; 2024Q4: 2,947 shares; 2025Q1: 3,225 shares; 2025Q2: 3,043 shares; 2025Q3: 3,004 shares; 2025Q4: 2,854 shares 2,854 $1.35M 0.08% -150 Timeline SPSB 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: 67,333 shares; 2025Q1: 67,333 shares; 2025Q2: 43,882 shares; 2025Q3: 43,882 shares; 2025Q4: 43,882 shares 43,882 $1.33M 0.08% 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: 2,470 shares; 2024Q4: 12,445 shares; 2025Q1: 9,652 shares; 2025Q2: 49,285 shares; 2025Q3: 49,185 shares; 2025Q4: 48,084 shares 48,084 $1.32M 0.08% -1,101 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,970 shares; 2024Q4: 8,763 shares; 2025Q1: 8,767 shares; 2025Q2: 8,691 shares; 2025Q3: 8,468 shares; 2025Q4: 8,291 shares 8,291 $1.27M 0.08% -177 Timeline IBMP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,907 shares; 2024Q4: 71,315 shares; 2025Q1: 71,315 shares; 2025Q2: 77,590 shares; 2025Q3: 60,136 shares; 2025Q4: 49,119 shares 49,119 $1.25M 0.08% -11,017 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,306 shares; 2024Q4: 8,303 shares; 2025Q1: 8,477 shares; 2025Q2: 8,377 shares; 2025Q3: 5,772 shares; 2025Q4: 5,774 shares 5,774 $1.24M 0.08% +2 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,791 shares; 2024Q4: 4,719 shares; 2025Q1: 4,696 shares; 2025Q2: 4,729 shares; 2025Q3: 4,509 shares; 2025Q4: 4,502 shares 4,502 $1.21M 0.08% -7 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: 3,474 shares; 2024Q4: 3,455 shares; 2025Q1: 3,403 shares; 2025Q2: 3,403 shares; 2025Q3: 3,404 shares; 2025Q4: 3,319 shares 3,319 $1.17M 0.07% -85 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: 68,404 shares; 2024Q4: 68,404 shares; 2025Q1: 66,710 shares; 2025Q2: 66,710 shares; 2025Q3: 62,469 shares; 2025Q4: 58,532 shares 58,532 $1.16M 0.07% -3,937 Timeline MYCF SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 45,792 shares; 2025Q1: 45,792 shares; 2025Q2: 45,792 shares; 2025Q3: 45,792 shares; 2025Q4: 45,792 shares 45,792 $1.15M 0.07% 0 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,260 shares; 2024Q4: 4,335 shares; 2025Q1: 4,336 shares; 2025Q2: 4,642 shares; 2025Q3: 4,675 shares; 2025Q4: 4,402 shares 4,402 $1.13M 0.07% -273 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,485 shares; 2024Q4: 5,459 shares; 2025Q1: 5,459 shares; 2025Q2: 5,459 shares; 2025Q3: 5,459 shares; 2025Q4: 5,384 shares 5,384 $1.13M 0.07% -75 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,047 shares; 2025Q1: 1,041 shares; 2025Q2: 1,044 shares; 2025Q3: 994 shares; 2025Q4: 1,037 shares 1,037 $1.11M 0.07% +43 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,689 shares; 2024Q4: 6,490 shares; 2025Q1: 6,590 shares; 2025Q2: 6,659 shares; 2025Q3: 6,653 shares; 2025Q4: 6,299 shares 6,299 $1.08M 0.07% -354 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: 12,380 shares; 2024Q4: 10,680 shares; 2025Q1: 10,206 shares; 2025Q2: 10,122 shares; 2025Q3: 9,637 shares; 2025Q4: 9,435 shares 9,435 $1.07M 0.07% -202 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: 5,306 shares; 2024Q4: 5,303 shares; 2025Q1: 5,158 shares; 2025Q2: 5,182 shares; 2025Q3: 5,374 shares; 2025Q4: 5,404 shares 5,404 $1.05M 0.07% +30 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: 74,205 shares; 2024Q4: 61,454 shares; 2025Q1: 55,748 shares; 2025Q2: 53,051 shares; 2025Q3: 49,067 shares; 2025Q4: 41,256 shares 41,256 $977K 0.06% -7,811 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: 17,021 shares; 2024Q4: 17,021 shares; 2025Q1: 19,920 shares; 2025Q2: 19,920 shares; 2025Q3: 17,369 shares; 2025Q4: 31,404 shares 31,404 $972K 0.06% +14,035 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: 13,005 shares; 2024Q4: 12,885 shares; 2025Q1: 10,067 shares; 2025Q2: 10,067 shares; 2025Q3: 10,042 shares; 2025Q4: 10,042 shares 10,042 $964K 0.06% 0 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: not reported; 2024Q4: 2,877 shares; 2025Q1: 2,278 shares; 2025Q2: 2,398 shares; 2025Q3: 2,099 shares; 2025Q4: 2,124 shares 2,124 $955K 0.06% +25 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,232 shares; 2024Q4: 34,284 shares; 2025Q1: 34,290 shares; 2025Q2: 34,210 shares; 2025Q3: 32,836 shares; 2025Q4: 32,734 shares 32,734 $932K 0.06% -102 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: 10,505 shares; 2024Q4: 9,694 shares; 2025Q1: 9,664 shares; 2025Q2: 9,736 shares; 2025Q3: 9,952 shares; 2025Q4: 9,952 shares 9,952 $928K 0.06% 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: 9,189 shares; 2024Q4: 9,172 shares; 2025Q1: 9,151 shares; 2025Q2: 10,590 shares; 2025Q3: 10,304 shares; 2025Q4: 20,608 shares 20,608 $921K 0.06% +10,304 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: 5,452 shares; 2024Q4: 5,268 shares; 2025Q1: 5,473 shares; 2025Q2: 5,479 shares; 2025Q3: 5,710 shares; 2025Q4: 5,725 shares 5,725 $918K 0.06% +15 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: 16,144 shares; 2024Q4: 16,074 shares; 2025Q1: 16,074 shares; 2025Q2: 16,724 shares; 2025Q3: 16,724 shares; 2025Q4: 16,724 shares 16,724 $916K 0.06% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,215 shares 1,215 $916K 0.06% new 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: 27,827 shares; 2024Q4: 26,932 shares; 2025Q1: 17,767 shares; 2025Q2: 15,511 shares; 2025Q3: 14,971 shares; 2025Q4: 14,023 shares 14,023 $893K 0.06% -948 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: 4,277 shares; 2024Q4: 4,159 shares; 2025Q1: 4,123 shares; 2025Q2: 4,087 shares; 2025Q3: 4,087 shares; 2025Q4: 4,087 shares 4,087 $860K 0.05% 0 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,742 shares; 2024Q4: 3,723 shares; 2025Q1: 3,681 shares; 2025Q2: 3,605 shares; 2025Q3: 3,554 shares; 2025Q4: 3,444 shares 3,444 $848K 0.05% -110 Timeline 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: 20,054 shares; 2024Q4: 20,579 shares; 2025Q1: 20,579 shares; 2025Q2: 45,284 shares; 2025Q3: 10,731 shares; 2025Q4: 16,521 shares 16,521 $842K 0.05% +5,790 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: 2,460 shares; 2024Q4: 2,472 shares; 2025Q1: 2,635 shares; 2025Q2: 2,644 shares; 2025Q3: 2,859 shares; 2025Q4: 2,859 shares 2,859 $826K 0.05% 0 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,645 shares; 2024Q4: 3,645 shares; 2025Q1: 3,295 shares; 2025Q2: 3,318 shares; 2025Q3: 3,222 shares; 2025Q4: 3,141 shares 3,141 $825K 0.05% -81 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: 10,064 shares; 2024Q4: 10,119 shares; 2025Q1: 9,970 shares; 2025Q2: 9,229 shares; 2025Q3: 10,153 shares; 2025Q4: 10,069 shares 10,069 $808K 0.05% -84 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,399 shares; 2024Q4: 5,399 shares; 2025Q1: 5,249 shares; 2025Q2: 6,536 shares; 2025Q3: 6,536 shares; 2025Q4: 6,413 shares 6,413 $790K 0.05% -123 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: 10,795 shares; 2024Q4: 10,823 shares; 2025Q1: 9,985 shares; 2025Q2: 9,629 shares; 2025Q3: 9,418 shares; 2025Q4: 9,367 shares 9,367 $752K 0.05% -51 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: 3,354 shares; 2024Q4: 3,369 shares; 2025Q1: 3,274 shares; 2025Q2: 3,291 shares; 2025Q3: 3,474 shares; 2025Q4: 3,295 shares 3,295 $750K 0.05% -179 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: not reported; 2024Q4: 5,082 shares; 2025Q1: 5,085 shares; 2025Q2: 5,151 shares; 2025Q3: 5,161 shares; 2025Q4: 4,190 shares 4,190 $744K 0.05% -971 Timeline SMOT 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: 159,410 shares; 2024Q4: 163,937 shares; 2025Q1: 175,044 shares; 2025Q2: 175,639 shares; 2025Q3: 22,706 shares; 2025Q4: 19,450 shares 19,450 $704K 0.04% -3,256 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,344 shares; 2024Q4: 955 shares; 2025Q1: 963 shares; 2025Q2: 881 shares; 2025Q3: 822 shares; 2025Q4: 794 shares 794 $698K 0.04% -28 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: 32,606 shares; 2024Q4: 31,773 shares; 2025Q1: 33,403 shares; 2025Q2: 8,827 shares; 2025Q3: 8,032 shares; 2025Q4: 8,032 shares 8,032 $693K 0.04% 0 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: 2,686 shares; 2024Q4: 2,786 shares; 2025Q1: 2,809 shares; 2025Q2: 2,809 shares; 2025Q3: 2,786 shares; 2025Q4: 2,822 shares 2,822 $681K 0.04% +36 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: 14,269 shares; 2024Q4: 13,898 shares; 2025Q1: 13,324 shares; 2025Q2: 13,314 shares; 2025Q3: 12,990 shares; 2025Q4: 12,397 shares 12,397 $667K 0.04% -593 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,524 shares; 2025Q3: 5,474 shares; 2025Q4: 5,406 shares 5,406 $657K 0.04% -68 Timeline CLW CLEARWATER PAPER CORP More: the full row for CLEARWATER PAPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,482 shares; 2024Q4: 37,662 shares; 2025Q1: 39,670 shares; 2025Q2: 40,170 shares; 2025Q3: 40,170 shares; 2025Q4: 36,830 shares 36,830 $641K 0.04% -3,340 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,535 shares; 2024Q4: 3,347 shares; 2025Q1: 3,271 shares; 2025Q2: 3,121 shares; 2025Q3: 2,871 shares; 2025Q4: 2,997 shares 2,997 $635K 0.04% +126 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,054 shares; 2025Q2: 4,071 shares; 2025Q3: 4,585 shares; 2025Q4: 10,878 shares 10,878 $632K 0.04% +6,293 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: 6,512 shares; 2024Q4: 6,492 shares; 2025Q1: 9,822 shares; 2025Q2: 9,892 shares; 2025Q3: 10,941 shares; 2025Q4: 10,941 shares 10,941 $631K 0.04% 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: 9,186 shares; 2024Q4: 9,189 shares; 2025Q1: 9,266 shares; 2025Q2: 8,811 shares; 2025Q3: 7,939 shares; 2025Q4: 7,786 shares 7,786 $615K 0.04% -153 Timeline MYCH SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 24,207 shares; 2025Q1: 24,207 shares; 2025Q2: 24,207 shares; 2025Q3: 24,207 shares; 2025Q4: 24,207 shares 24,207 $607K 0.04% 0 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: 4,467 shares; 2024Q4: 3,748 shares; 2025Q1: 3,789 shares; 2025Q2: 3,343 shares; 2025Q3: 3,127 shares; 2025Q4: 3,127 shares 3,127 $607K 0.04% 0 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,452 shares 1,452 $599K 0.04% new 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: 2,228 shares; 2024Q4: 2,153 shares; 2025Q1: 2,135 shares; 2025Q2: 1,930 shares; 2025Q3: 1,900 shares; 2025Q4: 1,825 shares 1,825 $597K 0.04% -75 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,612 shares; 2024Q4: 2,949 shares; 2025Q1: 2,686 shares; 2025Q2: 2,488 shares; 2025Q3: 2,439 shares; 2025Q4: 2,014 shares 2,014 $597K 0.04% -425 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,615 shares; 2024Q4: 13,006 shares; 2025Q1: 13,096 shares; 2025Q2: 11,958 shares; 2025Q3: 11,411 shares; 2025Q4: 10,712 shares 10,712 $578K 0.04% -699 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: 35,345 shares; 2024Q4: 36,905 shares; 2025Q1: 35,879 shares; 2025Q2: 33,379 shares; 2025Q3: 33,379 shares; 2025Q4: 28,610 shares 28,610 $560K 0.04% -4,769 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: 12,051 shares; 2024Q4: 9,663 shares; 2025Q1: 8,452 shares; 2025Q2: 7,910 shares; 2025Q3: 7,181 shares; 2025Q4: 6,342 shares 6,342 $547K 0.03% -839 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,832 shares; 2024Q4: 2,732 shares; 2025Q1: 2,732 shares; 2025Q2: 2,657 shares; 2025Q3: 2,552 shares; 2025Q4: 2,552 shares 2,552 $539K 0.03% 0 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,043 shares; 2024Q4: 2,031 shares; 2025Q1: 2,051 shares; 2025Q2: 2,069 shares; 2025Q3: 2,069 shares; 2025Q4: 1,686 shares 1,686 $537K 0.03% -383 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: 27,895 shares; 2024Q4: 28,080 shares; 2025Q1: 27,415 shares; 2025Q2: 23,863 shares; 2025Q3: 22,709 shares; 2025Q4: 21,598 shares 21,598 $536K 0.03% -1,111 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: 6,002 shares; 2024Q4: 6,002 shares; 2025Q1: 6,002 shares; 2025Q2: 4,788 shares; 2025Q3: 5,718 shares; 2025Q4: 6,393 shares 6,393 $529K 0.03% +675 Timeline ISPY PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,300 shares; 2024Q4: 5,600 shares; 2025Q1: 5,300 shares; 2025Q2: 5,789 shares; 2025Q3: not reported; 2025Q4: 11,251 shares 11,251 $513K 0.03% new Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,638 shares; 2024Q4: 6,838 shares; 2025Q1: 6,838 shares; 2025Q2: 6,838 shares; 2025Q3: 6,973 shares; 2025Q4: 6,973 shares 6,973 $512K 0.03% 0 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,787 shares; 2024Q4: 1,787 shares; 2025Q1: 1,787 shares; 2025Q2: 1,841 shares; 2025Q3: 1,841 shares; 2025Q4: 1,841 shares 1,841 $510K 0.03% 0 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: 1,026 shares; 2024Q4: 1,026 shares; 2025Q1: 1,026 shares; 2025Q2: 1,026 shares; 2025Q3: 1,026 shares; 2025Q4: 1,026 shares 1,026 $503K 0.03% 0 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: 8,500 shares; 2024Q4: 7,896 shares; 2025Q1: 7,896 shares; 2025Q2: 7,781 shares; 2025Q3: 7,781 shares; 2025Q4: 7,781 shares 7,781 $496K 0.03% 0 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 566 shares; 2024Q4: 599 shares; 2025Q1: 614 shares; 2025Q2: 862 shares; 2025Q3: 865 shares; 2025Q4: 865 shares 865 $493K 0.03% 0 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,345 shares; 2025Q3: 2,244 shares; 2025Q4: 1,992 shares 1,992 $483K 0.03% -252 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: 7,100 shares; 2024Q4: 7,100 shares; 2025Q1: 7,100 shares; 2025Q2: 7,100 shares; 2025Q3: 7,100 shares; 2025Q4: 7,100 shares 7,100 $477K 0.03% 0 Timeline IHE 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: 5,574 shares; 2025Q1: 5,574 shares; 2025Q2: 5,574 shares; 2025Q3: 5,574 shares; 2025Q4: 5,574 shares 5,574 $473K 0.03% 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: 3,079 shares; 2024Q4: 3,079 shares; 2025Q1: 3,079 shares; 2025Q2: 3,099 shares; 2025Q3: 2,975 shares; 2025Q4: 2,914 shares 2,914 $467K 0.03% -61 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: 1,487 shares; 2024Q4: 1,462 shares; 2025Q1: 1,463 shares; 2025Q2: 2,124 shares; 2025Q3: 1,924 shares; 2025Q4: 1,807 shares 1,807 $464K 0.03% -117 Timeline IWS 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: 3,805 shares; 2024Q4: 3,730 shares; 2025Q1: 3,730 shares; 2025Q2: 3,201 shares; 2025Q3: 3,201 shares; 2025Q4: 3,201 shares 3,201 $452K 0.03% 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: 3,465 shares; 2024Q4: 3,465 shares; 2025Q1: 3,450 shares; 2025Q2: 3,430 shares; 2025Q3: 3,488 shares; 2025Q4: 3,488 shares 3,488 $450K 0.03% 0 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,841 shares 6,841 $447K 0.03% new Timeline HYBL SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,163 shares; 2024Q4: 11,163 shares; 2025Q1: 11,163 shares; 2025Q2: 11,163 shares; 2025Q3: 7,799 shares; 2025Q4: 15,556 shares 15,556 $442K 0.03% +7,757 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: 1,322 shares; 2024Q4: 1,354 shares; 2025Q1: 1,350 shares; 2025Q2: 1,841 shares; 2025Q3: 1,881 shares; 2025Q4: 1,881 shares 1,881 $435K 0.03% 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: 3,338 shares; 2024Q4: 3,038 shares; 2025Q1: 2,991 shares; 2025Q2: 2,995 shares; 2025Q3: 2,918 shares; 2025Q4: 2,871 shares 2,871 $434K 0.03% -47 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: 16,396 shares; 2024Q4: 11,813 shares; 2025Q1: 8,711 shares; 2025Q2: 24,001 shares; 2025Q3: 8,711 shares; 2025Q4: 8,521 shares 8,521 $431K 0.03% -190 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: 2,592 shares; 2024Q4: 2,603 shares; 2025Q1: 3,266 shares; 2025Q2: 3,138 shares; 2025Q3: 3,148 shares; 2025Q4: 3,095 shares 3,095 $431K 0.03% -53 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: 724 shares; 2024Q4: 553 shares; 2025Q1: 547 shares; 2025Q2: 555 shares; 2025Q3: 468 shares; 2025Q4: 4,520 shares 4,520 $424K 0.03% +4,052 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,437 shares; 2024Q4: 6,437 shares; 2025Q1: 6,437 shares; 2025Q2: 6,437 shares; 2025Q3: 6,437 shares; 2025Q4: 5,187 shares 5,187 $421K 0.03% -1,250 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: 800 shares; 2024Q4: 800 shares; 2025Q1: 800 shares; 2025Q2: 805 shares; 2025Q3: 810 shares; 2025Q4: 810 shares 810 $414K 0.03% 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: 1,521 shares; 2024Q4: 1,396 shares; 2025Q1: 1,387 shares; 2025Q2: 1,387 shares; 2025Q3: 1,397 shares; 2025Q4: 1,397 shares 1,397 $405K 0.03% 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: not reported; 2024Q4: not reported; 2025Q1: 1,178 shares; 2025Q2: 1,230 shares; 2025Q3: 1,310 shares; 2025Q4: 1,310 shares 1,310 $404K 0.03% 0 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,527 shares; 2024Q4: 13,147 shares; 2025Q1: 13,147 shares; 2025Q2: 12,897 shares; 2025Q3: 10,152 shares; 2025Q4: 9,732 shares 9,732 $402K 0.03% -420 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: 2,370 shares; 2024Q4: 2,170 shares; 2025Q1: 1,761 shares; 2025Q2: 1,805 shares; 2025Q3: 1,829 shares; 2025Q4: 1,621 shares 1,621 $399K 0.03% -208 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,804 shares; 2025Q3: 6,550 shares; 2025Q4: 6,589 shares 6,589 $396K 0.02% +39 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: 2,132 shares; 2024Q4: 2,213 shares; 2025Q1: 2,071 shares; 2025Q2: 2,071 shares; 2025Q3: 2,071 shares; 2025Q4: 2,071 shares 2,071 $384K 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: 1,785 shares; 2024Q4: 1,785 shares; 2025Q1: 1,785 shares; 2025Q2: 1,806 shares; 2025Q3: 1,806 shares; 2025Q4: 1,806 shares 1,806 $383K 0.02% 0 Timeline ATEX ANTERIX INC More: the full row for ANTERIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,545 shares; 2024Q4: 34,633 shares; 2025Q1: 31,888 shares; 2025Q2: 29,058 shares; 2025Q3: 17,352 shares; 2025Q4: 17,316 shares 17,316 $378K 0.02% -36 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: 1,305 shares; 2024Q4: 1,265 shares; 2025Q1: 1,261 shares; 2025Q2: 1,269 shares; 2025Q3: 1,271 shares; 2025Q4: 1,285 shares 1,285 $377K 0.02% +14 Timeline SNV SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,500 shares; 2024Q4: 7,500 shares; 2025Q1: 7,500 shares; 2025Q2: 7,512 shares; 2025Q3: 7,512 shares; 2025Q4: 7,500 shares 7,500 $375K 0.02% -12 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,367 shares; 2024Q4: 88,253 shares; 2025Q1: 101,502 shares; 2025Q2: 101,477 shares; 2025Q3: 8,692 shares; 2025Q4: 8,215 shares 8,215 $356K 0.02% -477 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: 5,801 shares; 2024Q4: 5,400 shares; 2025Q1: 5,402 shares; 2025Q2: 5,376 shares; 2025Q3: 4,755 shares; 2025Q4: 4,754 shares 4,754 $350K 0.02% -1 Timeline IBMS 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: 11,155 shares; 2025Q4: 13,267 shares 13,267 $346K 0.02% +2,112 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: 2,953 shares; 2024Q4: 2,953 shares; 2025Q1: 3,081 shares; 2025Q2: 2,953 shares; 2025Q3: 2,836 shares; 2025Q4: 2,836 shares 2,836 $341K 0.02% 0 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,540 shares; 2024Q4: 13,660 shares; 2025Q1: 13,660 shares; 2025Q2: 10,346 shares; 2025Q3: 8,510 shares; 2025Q4: 8,510 shares 8,510 $333K 0.02% 0 Timeline CHCT COMMUNITY HEALTHCARE TR INC More: the full row for COMMUNITY HEALTHCARE TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,100 shares; 2025Q1: 10,100 shares; 2025Q2: 20,100 shares; 2025Q3: 20,100 shares; 2025Q4: 20,100 shares 20,100 $330K 0.02% 0 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,655 shares; 2025Q2: 5,755 shares; 2025Q3: 5,755 shares; 2025Q4: 5,755 shares 5,755 $329K 0.02% 0 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: 1,638 shares; 2024Q4: not reported; 2025Q1: 2,005 shares; 2025Q2: 1,617 shares; 2025Q3: 1,539 shares; 2025Q4: 1,509 shares 1,509 $323K 0.02% -30 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: 341 shares; 2024Q4: 341 shares; 2025Q1: 344 shares; 2025Q2: 346 shares; 2025Q3: 318 shares; 2025Q4: 319 shares 319 $322K 0.02% +1 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,697 shares; 2025Q2: 3,734 shares; 2025Q3: 3,734 shares; 2025Q4: 3,734 shares 3,734 $319K 0.02% 0 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,737 shares; 2024Q4: 10,737 shares; 2025Q1: 10,737 shares; 2025Q2: 8,750 shares; 2025Q3: 4,123 shares; 2025Q4: 4,105 shares 4,105 $318K 0.02% -18 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,521 shares; 2025Q2: 4,933 shares; 2025Q3: 5,268 shares; 2025Q4: 5,268 shares 5,268 $316K 0.02% 0 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,655 shares; 2024Q4: 23,905 shares; 2025Q1: 22,773 shares; 2025Q2: 22,926 shares; 2025Q3: 23,790 shares; 2025Q4: 23,790 shares 23,790 $312K 0.02% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,419 shares; 2025Q4: 6,419 shares 6,419 $307K 0.02% 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: 6,002 shares; 2024Q4: 6,002 shares; 2025Q1: 6,002 shares; 2025Q2: 5,885 shares; 2025Q3: 5,785 shares; 2025Q4: 5,785 shares 5,785 $306K 0.02% 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: 7,859 shares; 2024Q4: 7,859 shares; 2025Q1: 7,662 shares; 2025Q2: 7,662 shares; 2025Q3: 7,662 shares; 2025Q4: 6,515 shares 6,515 $305K 0.02% -1,147 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: 3,040 shares; 2024Q4: 3,040 shares; 2025Q1: 3,040 shares; 2025Q2: 3,051 shares; 2025Q3: 3,051 shares; 2025Q4: 3,014 shares 3,014 $301K 0.02% -37 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,627 shares; 2024Q4: 6,627 shares; 2025Q1: 6,350 shares; 2025Q2: 6,350 shares; 2025Q3: 6,350 shares; 2025Q4: 6,350 shares 6,350 $297K 0.02% 0 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,894 shares; 2024Q4: 3,819 shares; 2025Q1: 3,700 shares; 2025Q2: 3,478 shares; 2025Q3: 3,450 shares; 2025Q4: 3,707 shares 3,707 $293K 0.02% +257 Timeline RNST RENASANT CORP More: the full row for RENASANT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,094 shares; 2024Q4: 8,094 shares; 2025Q1: 8,094 shares; 2025Q2: 8,094 shares; 2025Q3: 8,094 shares; 2025Q4: 8,094 shares 8,094 $285K 0.02% 0 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,245 shares; 2024Q4: 9,245 shares; 2025Q1: 9,254 shares; 2025Q2: 8,756 shares; 2025Q3: 10,031 shares; 2025Q4: 10,087 shares 10,087 $273K 0.02% +56 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: 1,300 shares; 2024Q4: 1,406 shares; 2025Q1: 1,603 shares; 2025Q2: 1,650 shares; 2025Q3: 1,577 shares; 2025Q4: 1,553 shares 1,553 $269K 0.02% -24 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,513 shares; 2024Q4: 2,513 shares; 2025Q1: 2,453 shares; 2025Q2: 2,474 shares; 2025Q3: 2,498 shares; 2025Q4: 2,541 shares 2,541 $267K 0.02% +43 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,638 shares; 2025Q4: 2,939 shares 2,939 $257K 0.02% -699 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: not reported; 2024Q4: not reported; 2025Q1: 11,908 shares; 2025Q2: 11,658 shares; 2025Q3: 11,658 shares; 2025Q4: 7,684 shares 7,684 $254K 0.02% -3,974 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,787 shares; 2025Q1: 2,748 shares; 2025Q2: 2,749 shares; 2025Q3: 2,655 shares; 2025Q4: 1,218 shares 1,218 $254K 0.02% -1,437 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,267 shares; 2025Q1: 9,267 shares; 2025Q2: 9,267 shares; 2025Q3: 9,267 shares; 2025Q4: 9,267 shares 9,267 $252K 0.02% 0 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,096 shares 1,096 $247K 0.02% new Timeline CEF 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,876 shares; 2025Q4: 5,356 shares 5,356 $245K 0.02% -520 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,028 shares; 2024Q4: 7,583 shares; 2025Q1: 6,778 shares; 2025Q2: 6,778 shares; 2025Q3: 6,707 shares; 2025Q4: 5,934 shares 5,934 $239K 0.02% -773 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: 2,263 shares; 2024Q4: 2,264 shares; 2025Q1: 1,314 shares; 2025Q2: 1,224 shares; 2025Q3: 1,161 shares; 2025Q4: 1,173 shares 1,173 $236K 0.01% +12 Timeline ADUS ADDUS HOMECARE CORP More: the full row for ADDUS HOMECARE 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: 18,551 shares; 2025Q2: 2,200 shares; 2025Q3: 2,200 shares; 2025Q4: 2,200 shares 2,200 $236K 0.01% 0 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,856 shares; 2024Q4: 4,375 shares; 2025Q1: 1,995 shares; 2025Q2: 1,434 shares; 2025Q3: 1,291 shares; 2025Q4: 1,291 shares 1,291 $235K 0.01% 0 Timeline MGNI MAGNITE INC More: the full row for MAGNITE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,350 shares; 2024Q4: 15,350 shares; 2025Q1: 15,300 shares; 2025Q2: 14,300 shares; 2025Q3: 14,250 shares; 2025Q4: 14,250 shares 14,250 $231K 0.01% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,883 shares 4,883 $229K 0.01% new Timeline FHN FIRST HORIZON CORPORATION More: the full row for FIRST HORIZON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,612 shares; 2024Q4: 10,612 shares; 2025Q1: 10,612 shares; 2025Q2: 10,643 shares; 2025Q3: 10,643 shares; 2025Q4: 9,586 shares 9,586 $229K 0.01% -1,057 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: 8,976 shares; 2024Q4: 8,661 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,745 shares; 2025Q4: 5,745 shares 5,745 $224K 0.01% 0 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,284 shares 4,284 $213K 0.01% new Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,247 shares; 2025Q3: 1,147 shares; 2025Q4: 1,147 shares 1,147 $212K 0.01% 0 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,194 shares; 2025Q3: 8,194 shares; 2025Q4: 7,678 shares 7,678 $211K 0.01% -516 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY 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: 1,246 shares; 2025Q4: 1,246 shares 1,246 $209K 0.01% 0 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,931 shares; 2025Q2: 2,944 shares; 2025Q3: 2,970 shares; 2025Q4: 2,970 shares 2,970 $208K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,420 shares 1,420 $204K 0.01% new 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: 3,357 shares; 2024Q4: 3,706 shares; 2025Q1: 3,705 shares; 2025Q2: 3,005 shares; 2025Q3: 3,005 shares; 2025Q4: 2,740 shares 2,740 $203K 0.01% -265 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: not reported; 2024Q4: not reported; 2025Q1: 2,026 shares; 2025Q2: 2,026 shares; 2025Q3: 2,026 shares; 2025Q4: 2,026 shares 2,026 $202K 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 664 shares 664 $202K 0.01% new Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 523 shares; 2025Q3: 523 shares; 2025Q4: 515 shares 515 $200K 0.01% -8 Timeline BBHL BBH TR More: the full row for BBH 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: 10,965 shares 10,965 $177K 0.01% new Timeline ESBA EMPIRE ST RLTY OP L P More: the full row for EMPIRE ST RLTY OP L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,147 shares; 2024Q4: 36,147 shares; 2025Q1: 36,147 shares; 2025Q2: 36,147 shares; 2025Q3: 36,147 shares; 2025Q4: 21,690 shares 21,690 $137K 0.01% -14,457 Timeline ASPN ASPEN AEROGELS INC More: the full row for ASPEN AEROGELS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,350 shares; 2024Q4: 25,350 shares; 2025Q1: 30,003 shares; 2025Q2: 25,503 shares; 2025Q3: 14,603 shares; 2025Q4: 14,603 shares 14,603 $41.3K <0.01% 0 Timeline KOS KOSMOS ENERGY LTD More: the full row for KOSMOS ENERGY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 490,427 shares; 2024Q4: 273,383 shares; 2025Q1: 44,667 shares; 2025Q2: 40,145 shares; 2025Q3: 40,145 shares; 2025Q4: 38,925 shares 38,925 $35.3K <0.01% -1,220 Timeline