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: restricted; 2024Q4: 353,478 shares; 2025Q1: 348,745 shares; 2025Q2: 343,421 shares; 2025Q3: 341,453 shares; 2025Q4: 331,417 shares 331,417 $90.1M 6.22% -10,036 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: restricted; 2024Q4: 151,446 shares; 2025Q1: 151,647 shares; 2025Q2: 150,382 shares; 2025Q3: 149,357 shares; 2025Q4: 148,341 shares 148,341 $71.7M 4.96% -1,016 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: restricted; 2024Q4: 220,937 shares; 2025Q1: 216,571 shares; 2025Q2: 216,231 shares; 2025Q3: 217,536 shares; 2025Q4: 216,579 shares 216,579 $50M 3.45% -957 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: restricted; 2024Q4: 166,742 shares; 2025Q1: 160,848 shares; 2025Q2: 159,842 shares; 2025Q3: 157,966 shares; 2025Q4: 155,276 shares 155,276 $48.6M 3.36% -2,690 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: restricted; 2024Q4: 149,019 shares; 2025Q1: 145,397 shares; 2025Q2: 143,042 shares; 2025Q3: 140,774 shares; 2025Q4: 136,862 shares 136,862 $42.9M 2.97% -3,912 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: restricted; 2024Q4: 224,986 shares; 2025Q1: 229,445 shares; 2025Q2: 224,302 shares; 2025Q3: 221,765 shares; 2025Q4: 218,696 shares 218,696 $40.8M 2.82% -3,069 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 465,811 shares; 2025Q1: 468,500 shares; 2025Q2: 467,090 shares; 2025Q3: 483,733 shares; 2025Q4: 572,566 shares 572,566 $37.8M 2.61% +88,833 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: restricted; 2024Q4: 75,408 shares; 2025Q1: 76,170 shares; 2025Q2: 76,308 shares; 2025Q3: 73,561 shares; 2025Q4: 73,700 shares 73,700 $37M 2.56% +139 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: restricted; 2024Q4: 43,435 shares; 2025Q1: 43,109 shares; 2025Q2: 42,405 shares; 2025Q3: 42,065 shares; 2025Q4: 42,242 shares 42,242 $36.4M 2.52% +177 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: restricted; 2024Q4: 84,628 shares; 2025Q1: 82,907 shares; 2025Q2: 82,257 shares; 2025Q3: 81,331 shares; 2025Q4: 81,775 shares 81,775 $28.7M 1.98% +444 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 46,450 shares; 2025Q1: 46,583 shares; 2025Q2: 47,164 shares; 2025Q3: 46,923 shares; 2025Q4: 47,766 shares 47,766 $27.7M 1.91% +843 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: restricted; 2024Q4: 112,302 shares; 2025Q1: 137,939 shares; 2025Q2: 165,560 shares; 2025Q3: 290,951 shares; 2025Q4: 434,038 shares 434,038 $22M 1.52% +143,087 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: restricted; 2024Q4: 30,365 shares; 2025Q1: 28,932 shares; 2025Q2: 29,133 shares; 2025Q3: 28,446 shares; 2025Q4: 29,745 shares 29,745 $20.3M 1.4% +1,299 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: restricted; 2024Q4: 81,162 shares; 2025Q1: 81,727 shares; 2025Q2: 84,726 shares; 2025Q3: 86,887 shares; 2025Q4: 87,938 shares 87,938 $20.1M 1.39% +1,051 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: restricted; 2024Q4: 75,781 shares; 2025Q1: 76,191 shares; 2025Q2: 76,607 shares; 2025Q3: 76,241 shares; 2025Q4: 76,136 shares 76,136 $20M 1.38% -105 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 140,678 shares; 2025Q1: 137,837 shares; 2025Q2: 137,495 shares; 2025Q3: 139,418 shares; 2025Q4: 139,975 shares 139,975 $18.9M 1.31% +557 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 113,707 shares; 2025Q2: 113,424 shares; 2025Q3: not reported; 2025Q4: 109,904 shares 109,904 $18.8M 1.3% new 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: restricted; 2024Q4: 206,406 shares; 2025Q1: 206,591 shares; 2025Q2: 206,772 shares; 2025Q3: 157,195 shares; 2025Q4: 146,382 shares 146,382 $17.6M 1.22% -10,813 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: restricted; 2024Q4: 47,297 shares; 2025Q1: 47,531 shares; 2025Q2: 47,782 shares; 2025Q3: 47,485 shares; 2025Q4: 47,773 shares 47,773 $16.8M 1.16% +288 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: restricted; 2024Q4: 484,537 shares; 2025Q1: 496,108 shares; 2025Q2: 478,119 shares; 2025Q3: 495,381 shares; 2025Q4: 507,999 shares 507,999 $16.6M 1.14% +12,618 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: restricted; 2024Q4: 47,855 shares; 2025Q1: 48,314 shares; 2025Q2: 49,664 shares; 2025Q3: 49,956 shares; 2025Q4: 51,232 shares 51,232 $16.5M 1.14% +1,276 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: restricted; 2024Q4: 20,782 shares; 2025Q1: 20,695 shares; 2025Q2: 20,609 shares; 2025Q3: 22,597 shares; 2025Q4: 23,986 shares 23,986 $16.4M 1.14% +1,389 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,942 shares; 2025Q1: 19,641 shares; 2025Q2: 19,700 shares; 2025Q3: 19,649 shares; 2025Q4: 19,766 shares 19,766 $16M 1.11% +117 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 40,038 shares; 2025Q1: 40,870 shares; 2025Q2: 43,104 shares; 2025Q3: 41,813 shares; 2025Q4: 42,179 shares 42,179 $15.8M 1.09% +366 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: restricted; 2024Q4: 43,514 shares; 2025Q1: 43,570 shares; 2025Q2: 44,657 shares; 2025Q3: 45,125 shares; 2025Q4: 45,623 shares 45,623 $14.9M 1.03% +498 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: restricted; 2024Q4: 38,355 shares; 2025Q1: 38,388 shares; 2025Q2: 39,145 shares; 2025Q3: 39,990 shares; 2025Q4: 39,983 shares 39,983 $13.8M 0.95% -7 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,251 shares; 2025Q1: 20,512 shares; 2025Q2: 20,596 shares; 2025Q3: 20,848 shares; 2025Q4: 20,696 shares 20,696 $13.7M 0.95% -152 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: restricted; 2024Q4: 40,275 shares; 2025Q1: 42,487 shares; 2025Q2: 43,546 shares; 2025Q3: 43,973 shares; 2025Q4: 44,630 shares 44,630 $13.6M 0.94% +657 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: restricted; 2024Q4: 107,790 shares; 2025Q1: 107,910 shares; 2025Q2: 108,028 shares; 2025Q3: 108,150 shares; 2025Q4: 108,263 shares 108,263 $13.3M 0.92% +113 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 93,515 shares; 2025Q1: 93,464 shares; 2025Q2: 113,237 shares; 2025Q3: 126,777 shares; 2025Q4: 144,513 shares 144,513 $12.9M 0.89% +17,736 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: restricted; 2024Q4: 69,904 shares; 2025Q1: 68,405 shares; 2025Q2: 67,411 shares; 2025Q3: 66,260 shares; 2025Q4: 65,597 shares 65,597 $12.8M 0.88% -663 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: restricted; 2024Q4: 80,306 shares; 2025Q1: 80,799 shares; 2025Q2: 81,397 shares; 2025Q3: 81,171 shares; 2025Q4: 82,047 shares 82,047 $12.6M 0.87% +876 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21,940 shares; 2025Q1: 21,771 shares; 2025Q2: 21,981 shares; 2025Q3: 22,043 shares; 2025Q4: 22,237 shares 22,237 $12.6M 0.87% +194 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: restricted; 2024Q4: 82,149 shares; 2025Q1: 87,093 shares; 2025Q2: 90,498 shares; 2025Q3: 93,229 shares; 2025Q4: 98,286 shares 98,286 $11M 0.76% +5,057 Timeline EAGL 2023 ETF SERIES TRUST More: the full row for 2023 ETF SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 312,008 shares; 2025Q1: 312,008 shares; 2025Q2: 312,008 shares; 2025Q3: 312,008 shares; 2025Q4: 318,518 shares 318,518 $10.3M 0.71% +6,510 Timeline SMLF 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 101,916 shares; 2025Q4: 135,006 shares 135,006 $10.1M 0.7% +33,090 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: restricted; 2024Q4: 10,444 shares; 2025Q1: 10,444 shares; 2025Q2: 10,444 shares; 2025Q3: 10,444 shares; 2025Q4: 10,444 shares 10,444 $9.18M 0.63% 0 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: restricted; 2024Q4: 14,000 shares; 2025Q1: 13,759 shares; 2025Q2: 13,806 shares; 2025Q3: 13,696 shares; 2025Q4: 13,691 shares 13,691 $9.04M 0.62% -5 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 30,049 shares; 2025Q1: 30,361 shares; 2025Q2: 30,330 shares; 2025Q3: 29,980 shares; 2025Q4: 29,704 shares 29,704 $8.98M 0.62% -276 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: restricted; 2024Q4: 345,864 shares; 2025Q1: 347,758 shares; 2025Q2: 352,222 shares; 2025Q3: 321,159 shares; 2025Q4: 318,815 shares 318,815 $8.75M 0.6% -2,344 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 25,966 shares; 2025Q1: 24,805 shares; 2025Q2: 24,505 shares; 2025Q3: 24,535 shares; 2025Q4: 24,535 shares 24,535 $8.66M 0.6% 0 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 47,621 shares; 2025Q1: 46,788 shares; 2025Q2: 46,893 shares; 2025Q3: 46,728 shares; 2025Q4: 47,097 shares 47,097 $8.64M 0.6% +369 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: restricted; 2024Q4: 6,293 shares; 2025Q1: 6,868 shares; 2025Q2: 7,139 shares; 2025Q3: 7,451 shares; 2025Q4: 8,028 shares 8,028 $8.63M 0.6% +577 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: restricted; 2024Q4: 39,312 shares; 2025Q1: 41,535 shares; 2025Q2: 43,361 shares; 2025Q3: 44,864 shares; 2025Q4: 46,629 shares 46,629 $8.59M 0.59% +1,765 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,764 shares; 2025Q1: 16,830 shares; 2025Q2: 16,640 shares; 2025Q3: 16,470 shares; 2025Q4: 16,413 shares 16,413 $8.38M 0.58% -57 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: restricted; 2024Q4: 36,686 shares; 2025Q1: 36,182 shares; 2025Q2: 36,212 shares; 2025Q3: 35,903 shares; 2025Q4: 36,593 shares 36,593 $8.36M 0.58% +690 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: restricted; 2024Q4: 35,973 shares; 2025Q1: 36,281 shares; 2025Q2: 35,846 shares; 2025Q3: 35,257 shares; 2025Q4: 35,687 shares 35,687 $8.26M 0.57% +430 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: restricted; 2024Q4: 100,356 shares; 2025Q1: 102,635 shares; 2025Q2: 102,475 shares; 2025Q3: 101,727 shares; 2025Q4: 102,792 shares 102,792 $8.25M 0.57% +1,065 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: restricted; 2024Q4: 29,047 shares; 2025Q1: 28,092 shares; 2025Q2: 28,006 shares; 2025Q3: 27,137 shares; 2025Q4: 26,930 shares 26,930 $8.23M 0.57% -207 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 137,951 shares; 2025Q1: 136,591 shares; 2025Q2: 139,581 shares; 2025Q3: 139,490 shares; 2025Q4: 178,474 shares 178,474 $7.93M 0.55% +38,984 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 75,428 shares; 2025Q1: 77,675 shares; 2025Q2: 76,170 shares; 2025Q3: 78,406 shares; 2025Q4: 76,955 shares 76,955 $7.72M 0.53% -1,451 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: restricted; 2024Q4: 79,924 shares; 2025Q1: 79,012 shares; 2025Q2: 86,957 shares; 2025Q3: 98,614 shares; 2025Q4: 114,425 shares 114,425 $7.69M 0.53% +15,811 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: restricted; 2024Q4: 35,156 shares; 2025Q1: 35,291 shares; 2025Q2: 35,438 shares; 2025Q3: 35,584 shares; 2025Q4: 35,748 shares 35,748 $7.58M 0.52% +164 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: restricted; 2024Q4: 11,980 shares; 2025Q1: 15,980 shares; 2025Q2: 16,128 shares; 2025Q3: 12,313 shares; 2025Q4: 11,790 shares 11,790 $7.39M 0.51% -523 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: restricted; 2024Q4: 5,038 shares; 2025Q1: 5,083 shares; 2025Q2: 6,607 shares; 2025Q3: 7,033 shares; 2025Q4: 74,291 shares 74,291 $6.97M 0.48% +67,258 Timeline EQWL 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 36,861 shares; 2025Q4: 58,340 shares 58,340 $6.89M 0.48% +21,479 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: restricted; 2024Q4: 22,533 shares; 2025Q1: 21,211 shares; 2025Q2: 21,172 shares; 2025Q3: 21,174 shares; 2025Q4: 21,385 shares 21,385 $6.59M 0.46% +211 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,950 shares; 2025Q1: 16,370 shares; 2025Q2: 16,418 shares; 2025Q3: 16,618 shares; 2025Q4: 16,615 shares 16,615 $6.58M 0.45% -3 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: restricted; 2024Q4: 24,047 shares; 2025Q1: 24,233 shares; 2025Q2: 25,944 shares; 2025Q3: 26,181 shares; 2025Q4: 26,726 shares 26,726 $6.58M 0.45% +545 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,554 shares; 2025Q1: 19,134 shares; 2025Q2: 19,638 shares; 2025Q3: 20,295 shares; 2025Q4: 20,478 shares 20,478 $6.55M 0.45% +183 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: restricted; 2024Q4: 16,342 shares; 2025Q1: 17,849 shares; 2025Q2: 18,640 shares; 2025Q3: 19,340 shares; 2025Q4: 20,517 shares 20,517 $6.53M 0.45% +1,177 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 23,999 shares; 2025Q1: 25,859 shares; 2025Q2: 27,328 shares; 2025Q3: 29,315 shares; 2025Q4: 31,756 shares 31,756 $6.45M 0.45% +2,441 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: restricted; 2024Q4: 81,863 shares; 2025Q1: 81,836 shares; 2025Q2: 52,421 shares; 2025Q3: 48,028 shares; 2025Q4: 44,377 shares 44,377 $6.37M 0.44% -3,651 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: restricted; 2024Q4: 17,414 shares; 2025Q1: 18,326 shares; 2025Q2: 18,777 shares; 2025Q3: 18,558 shares; 2025Q4: 17,400 shares 17,400 $6.02M 0.42% -1,158 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: restricted; 2024Q4: 31,002 shares; 2025Q1: 29,699 shares; 2025Q2: 29,605 shares; 2025Q3: 19,055 shares; 2025Q4: 18,240 shares 18,240 $6.02M 0.42% -815 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 65,797 shares; 2025Q1: 68,354 shares; 2025Q2: 70,447 shares; 2025Q3: 73,319 shares; 2025Q4: 74,439 shares 74,439 $5.91M 0.41% +1,120 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: restricted; 2024Q4: 87,538 shares; 2025Q1: 104,942 shares; 2025Q2: 99,875 shares; 2025Q3: 105,882 shares; 2025Q4: 115,968 shares 115,968 $5.91M 0.41% +10,086 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: restricted; 2024Q4: 6,738 shares; 2025Q1: 7,190 shares; 2025Q2: 7,193 shares; 2025Q3: 7,451 shares; 2025Q4: 9,296 shares 9,296 $5.71M 0.39% +1,845 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: restricted; 2024Q4: 82,270 shares; 2025Q1: 89,228 shares; 2025Q2: 103,048 shares; 2025Q3: 111,463 shares; 2025Q4: 120,568 shares 120,568 $5.48M 0.38% +9,105 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 42,613 shares; 2025Q1: 45,670 shares; 2025Q2: 47,481 shares; 2025Q3: 47,467 shares; 2025Q4: 50,255 shares 50,255 $5.36M 0.37% +2,788 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: restricted; 2024Q4: 20,158 shares; 2025Q1: 21,375 shares; 2025Q2: 21,909 shares; 2025Q3: 21,712 shares; 2025Q4: 20,221 shares 20,221 $5.36M 0.37% -1,491 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 112,514 shares; 2025Q1: 122,152 shares; 2025Q2: 144,493 shares; 2025Q3: 146,558 shares; 2025Q4: 197,478 shares 197,478 $5.31M 0.37% +50,920 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: restricted; 2024Q4: 36,702 shares; 2025Q1: 35,661 shares; 2025Q2: 35,380 shares; 2025Q3: 34,856 shares; 2025Q4: 34,471 shares 34,471 $5.21M 0.36% -385 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: restricted; 2024Q4: 47,964 shares; 2025Q1: 47,391 shares; 2025Q2: 47,473 shares; 2025Q3: 46,372 shares; 2025Q4: 45,909 shares 45,909 $5.06M 0.35% -463 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: restricted; 2024Q4: 4,236 shares; 2025Q1: 4,520 shares; 2025Q2: 4,695 shares; 2025Q3: 4,808 shares; 2025Q4: 5,009 shares 5,009 $5.05M 0.35% +201 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: restricted; 2024Q4: 29,232 shares; 2025Q1: 28,490 shares; 2025Q2: 26,957 shares; 2025Q3: 26,258 shares; 2025Q4: 24,355 shares 24,355 $5.04M 0.35% -1,903 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,011 shares; 2025Q1: 16,011 shares; 2025Q2: 15,716 shares; 2025Q3: 15,717 shares; 2025Q4: 15,713 shares 15,713 $4.87M 0.34% -4 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: restricted; 2024Q4: 36,914 shares; 2025Q1: 36,892 shares; 2025Q2: 36,290 shares; 2025Q3: 35,104 shares; 2025Q4: 33,329 shares 33,329 $4.78M 0.33% -1,775 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: restricted; 2024Q4: 65,962 shares; 2025Q1: 68,611 shares; 2025Q2: 68,888 shares; 2025Q3: 65,542 shares; 2025Q4: 63,797 shares 63,797 $4.69M 0.32% -1,745 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: restricted; 2024Q4: 31,815 shares; 2025Q1: 32,922 shares; 2025Q2: 30,031 shares; 2025Q3: 30,504 shares; 2025Q4: 29,783 shares 29,783 $4.54M 0.31% -721 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,116 shares; 2025Q1: 5,397 shares; 2025Q2: 5,661 shares; 2025Q3: 5,714 shares; 2025Q4: 28,933 shares 28,933 $4.43M 0.31% +23,219 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: restricted; 2024Q4: 15,586 shares; 2025Q1: 15,509 shares; 2025Q2: 16,829 shares; 2025Q3: 16,904 shares; 2025Q4: 16,464 shares 16,464 $3.99M 0.28% -440 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: restricted; 2024Q4: 72,367 shares; 2025Q1: 71,857 shares; 2025Q2: 73,074 shares; 2025Q3: 73,129 shares; 2025Q4: 84,996 shares 84,996 $3.98M 0.27% +11,867 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: restricted; 2024Q4: 22,608 shares; 2025Q1: 22,720 shares; 2025Q2: 22,608 shares; 2025Q3: 22,608 shares; 2025Q4: 22,233 shares 22,233 $3.95M 0.27% -375 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,767 shares; 2025Q1: 9,737 shares; 2025Q2: 9,472 shares; 2025Q3: 8,987 shares; 2025Q4: 8,934 shares 8,934 $3.81M 0.26% -53 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: restricted; 2024Q4: 31,861 shares; 2025Q1: 31,773 shares; 2025Q2: 31,701 shares; 2025Q3: 31,173 shares; 2025Q4: 31,035 shares 31,035 $3.73M 0.26% -138 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,249 shares; 2025Q1: 6,882 shares; 2025Q2: 5,599 shares; 2025Q3: 5,600 shares; 2025Q4: 5,694 shares 5,694 $3.72M 0.26% +94 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: restricted; 2024Q4: 12,003 shares; 2025Q1: 12,517 shares; 2025Q2: 12,062 shares; 2025Q3: 12,180 shares; 2025Q4: 12,536 shares 12,536 $3.68M 0.25% +356 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: restricted; 2024Q4: 10,675 shares; 2025Q1: 9,698 shares; 2025Q2: 11,123 shares; 2025Q3: 10,812 shares; 2025Q4: 10,902 shares 10,902 $3.66M 0.25% +90 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: restricted; 2024Q4: 27,000 shares; 2025Q1: 38,172 shares; 2025Q2: 30,681 shares; 2025Q3: 37,541 shares; 2025Q4: 44,862 shares 44,862 $3.6M 0.25% +7,321 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 27,778 shares; 2025Q1: 28,161 shares; 2025Q2: 27,857 shares; 2025Q3: 27,854 shares; 2025Q4: 28,132 shares 28,132 $3.59M 0.25% +278 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 45,787 shares; 2025Q1: 44,008 shares; 2025Q2: 43,919 shares; 2025Q3: 42,985 shares; 2025Q4: 42,156 shares 42,156 $3.53M 0.24% -829 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 30,545 shares; 2025Q1: 29,523 shares; 2025Q2: 29,524 shares; 2025Q3: 29,524 shares; 2025Q4: 29,450 shares 29,450 $3.44M 0.24% -74 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: restricted; 2024Q4: not reported; 2025Q1: 3,072 shares; 2025Q2: 3,140 shares; 2025Q3: not reported; 2025Q4: 3,203 shares 3,203 $3.43M 0.24% new Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 51,648 shares; 2025Q1: 53,285 shares; 2025Q2: 47,047 shares; 2025Q3: 44,861 shares; 2025Q4: 32,383 shares 32,383 $3.35M 0.23% -12,478 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: restricted; 2024Q4: 30,626 shares; 2025Q1: 29,961 shares; 2025Q2: 29,862 shares; 2025Q3: 29,372 shares; 2025Q4: 28,231 shares 28,231 $3.21M 0.22% -1,141 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: restricted; 2024Q4: not reported; 2025Q1: 2,079 shares; 2025Q2: 14,158 shares; 2025Q3: 15,557 shares; 2025Q4: 17,020 shares 17,020 $3.16M 0.22% +1,463 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: restricted; 2024Q4: 77,713 shares; 2025Q1: 85,477 shares; 2025Q2: 99,318 shares; 2025Q3: 53,230 shares; 2025Q4: 59,471 shares 59,471 $3.14M 0.22% +6,241 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,117 shares; 2025Q1: 10,575 shares; 2025Q2: 10,575 shares; 2025Q3: 10,575 shares; 2025Q4: 10,460 shares 10,460 $3M 0.21% -115 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 756 shares; 2025Q1: 784 shares; 2025Q2: 813 shares; 2025Q3: 817 shares; 2025Q4: 846 shares 846 $2.87M 0.2% +29 Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 40,173 shares; 2025Q1: 43,670 shares; 2025Q2: 46,640 shares; 2025Q3: 41,298 shares; 2025Q4: 44,495 shares 44,495 $2.85M 0.2% +3,197 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,830 shares; 2025Q1: 8,790 shares; 2025Q2: 8,852 shares; 2025Q3: 9,056 shares; 2025Q4: 8,998 shares 8,998 $2.83M 0.2% -58 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 95,507 shares; 2025Q1: 97,279 shares; 2025Q2: 99,482 shares; 2025Q3: 105,018 shares; 2025Q4: 105,525 shares 105,525 $2.77M 0.19% +507 Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,461 shares; 2025Q1: 21,802 shares; 2025Q2: 21,291 shares; 2025Q3: 20,413 shares; 2025Q4: 18,796 shares 18,796 $2.7M 0.19% -1,617 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 27,535 shares; 2025Q1: 26,721 shares; 2025Q2: 26,130 shares; 2025Q3: 23,515 shares; 2025Q4: 21,169 shares 21,169 $2.66M 0.18% -2,346 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 245 shares; 2025Q1: 259 shares; 2025Q2: 3,885 shares; 2025Q3: 4,185 shares; 2025Q4: 28,086 shares 28,086 $2.56M 0.18% +23,901 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: restricted; 2024Q4: 10,427 shares; 2025Q1: 10,813 shares; 2025Q2: 11,009 shares; 2025Q3: 11,044 shares; 2025Q4: 11,469 shares 11,469 $2.52M 0.17% +425 Timeline NBSD NEUBERGER BERMAN ETF TRUST More: the full row for NEUBERGER BERMAN ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,664 shares; 2025Q3: not reported; 2025Q4: 47,856 shares 47,856 $2.45M 0.17% new Timeline SMMU PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 29,460 shares; 2025Q1: 34,660 shares; 2025Q2: 39,857 shares; 2025Q3: 40,047 shares; 2025Q4: 48,327 shares 48,327 $2.44M 0.17% +8,280 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: restricted; 2024Q4: 33,049 shares; 2025Q1: 31,992 shares; 2025Q2: 29,839 shares; 2025Q3: 25,701 shares; 2025Q4: 25,701 shares 25,701 $2.4M 0.17% 0 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 28,526 shares; 2025Q1: 27,977 shares; 2025Q2: 27,813 shares; 2025Q3: 27,799 shares; 2025Q4: 27,499 shares 27,499 $2.4M 0.17% -300 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 85,110 shares; 2025Q1: 82,817 shares; 2025Q2: 82,635 shares; 2025Q3: 82,354 shares; 2025Q4: 79,717 shares 79,717 $2.38M 0.16% -2,637 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 53,908 shares; 2025Q1: 61,868 shares; 2025Q2: 63,119 shares; 2025Q3: 66,251 shares; 2025Q4: 64,381 shares 64,381 $2.38M 0.16% -1,870 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: restricted; 2024Q4: 46,105 shares; 2025Q1: 46,027 shares; 2025Q2: 45,990 shares; 2025Q3: 45,685 shares; 2025Q4: 44,915 shares 44,915 $2.37M 0.16% -770 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: restricted; 2024Q4: 4,292 shares; 2025Q1: 4,165 shares; 2025Q2: 4,251 shares; 2025Q3: 4,161 shares; 2025Q4: 4,120 shares 4,120 $2.35M 0.16% -41 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 28,060 shares; 2025Q1: 28,232 shares; 2025Q2: 59,977 shares; 2025Q3: 58,937 shares; 2025Q4: 56,747 shares 56,747 $2.28M 0.16% -2,190 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: restricted; 2024Q4: 29,947 shares; 2025Q1: 28,142 shares; 2025Q2: 27,327 shares; 2025Q3: 26,231 shares; 2025Q4: 19,758 shares 19,758 $2.22M 0.15% -6,473 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: restricted; 2024Q4: 5,961 shares; 2025Q1: 5,967 shares; 2025Q2: 5,978 shares; 2025Q3: 5,960 shares; 2025Q4: 5,917 shares 5,917 $2.19M 0.15% -43 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: restricted; 2024Q4: 4,809 shares; 2025Q1: 7,822 shares; 2025Q2: 11,372 shares; 2025Q3: 11,252 shares; 2025Q4: 10,808 shares 10,808 $2.15M 0.15% -444 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,244 shares; 2025Q1: 18,458 shares; 2025Q2: 17,085 shares; 2025Q3: 16,091 shares; 2025Q4: 16,162 shares 16,162 $2.14M 0.15% +71 Timeline MORN MORNINGSTAR INC More: the full row for MORNINGSTAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,876 shares; 2025Q1: 12,884 shares; 2025Q2: 12,179 shares; 2025Q3: 11,214 shares; 2025Q4: 9,682 shares 9,682 $2.1M 0.15% -1,532 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: restricted; 2024Q4: 8,888 shares; 2025Q1: 8,705 shares; 2025Q2: 8,693 shares; 2025Q3: 8,686 shares; 2025Q4: 8,683 shares 8,683 $2.09M 0.14% -3 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,225 shares; 2025Q1: 8,619 shares; 2025Q2: 8,355 shares; 2025Q3: 7,906 shares; 2025Q4: 7,586 shares 7,586 $2.07M 0.14% -320 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,886 shares; 2025Q1: 1,939 shares; 2025Q2: 2,546 shares; 2025Q3: 3,140 shares; 2025Q4: 3,724 shares 3,724 $2.06M 0.14% +584 Timeline PBE INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 24,506 shares; 2025Q1: 24,506 shares; 2025Q2: 24,256 shares; 2025Q3: 24,286 shares; 2025Q4: 24,381 shares 24,381 $2M 0.14% +95 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 37,529 shares; 2025Q1: 36,375 shares; 2025Q2: 34,926 shares; 2025Q3: 32,262 shares; 2025Q4: 28,747 shares 28,747 $1.96M 0.14% -3,515 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: restricted; 2024Q4: 42,715 shares; 2025Q1: 41,598 shares; 2025Q2: 41,374 shares; 2025Q3: 40,342 shares; 2025Q4: 36,280 shares 36,280 $1.95M 0.13% -4,062 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,447 shares; 2025Q1: 5,545 shares; 2025Q2: 5,470 shares; 2025Q3: 5,470 shares; 2025Q4: 5,347 shares 5,347 $1.87M 0.13% -123 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 23,011 shares; 2025Q1: 22,829 shares; 2025Q2: 22,796 shares; 2025Q3: 21,618 shares; 2025Q4: 21,431 shares 21,431 $1.87M 0.13% -187 Timeline HELO 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,549 shares; 2025Q3: 20,282 shares; 2025Q4: 28,102 shares 28,102 $1.87M 0.13% +7,820 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: restricted; 2024Q4: 12,892 shares; 2025Q1: 13,165 shares; 2025Q2: 13,472 shares; 2025Q3: 13,968 shares; 2025Q4: 14,183 shares 14,183 $1.83M 0.13% +215 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: restricted; 2024Q4: 3,925 shares; 2025Q1: 8,438 shares; 2025Q2: 9,546 shares; 2025Q3: 9,525 shares; 2025Q4: 10,002 shares 10,002 $1.78M 0.12% +477 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: restricted; 2024Q4: 23,063 shares; 2025Q1: 23,373 shares; 2025Q2: 22,935 shares; 2025Q3: 22,935 shares; 2025Q4: 22,835 shares 22,835 $1.76M 0.12% -100 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,209 shares; 2025Q1: 10,682 shares; 2025Q2: 11,829 shares; 2025Q3: 12,377 shares; 2025Q4: 12,039 shares 12,039 $1.74M 0.12% -338 Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 39,926 shares; 2025Q1: 39,432 shares; 2025Q2: 38,124 shares; 2025Q3: 35,975 shares; 2025Q4: 31,133 shares 31,133 $1.72M 0.12% -4,842 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: restricted; 2024Q4: 2,711 shares; 2025Q1: 2,169 shares; 2025Q2: 5,477 shares; 2025Q3: 5,138 shares; 2025Q4: 11,730 shares 11,730 $1.69M 0.12% +6,592 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,577 shares; 2025Q1: 10,697 shares; 2025Q2: 10,323 shares; 2025Q3: 9,341 shares; 2025Q4: 9,755 shares 9,755 $1.64M 0.11% +414 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,055 shares; 2025Q1: 16,943 shares; 2025Q2: 17,625 shares; 2025Q3: 17,441 shares; 2025Q4: 16,967 shares 16,967 $1.59M 0.11% -474 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: restricted; 2024Q4: 18,268 shares; 2025Q1: 17,753 shares; 2025Q2: 17,127 shares; 2025Q3: 16,323 shares; 2025Q4: 15,662 shares 15,662 $1.56M 0.11% -661 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: restricted; 2024Q4: 4,549 shares; 2025Q1: 4,705 shares; 2025Q2: 4,760 shares; 2025Q3: 4,961 shares; 2025Q4: 5,006 shares 5,006 $1.48M 0.1% +45 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,812 shares; 2025Q1: 15,781 shares; 2025Q2: 17,779 shares; 2025Q3: 21,134 shares; 2025Q4: 27,414 shares 27,414 $1.48M 0.1% +6,280 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 19,374 shares; 2025Q1: 19,584 shares; 2025Q2: 20,039 shares; 2025Q3: 19,294 shares; 2025Q4: 18,180 shares 18,180 $1.44M 0.1% -1,114 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: restricted; 2024Q4: 6,950 shares; 2025Q1: 8,700 shares; 2025Q2: 9,301 shares; 2025Q3: 13,585 shares; 2025Q4: 16,731 shares 16,731 $1.43M 0.1% +3,146 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,837 shares; 2025Q1: 13,437 shares; 2025Q2: 13,412 shares; 2025Q3: 13,387 shares; 2025Q4: 13,617 shares 13,617 $1.32M 0.09% +230 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: restricted; 2024Q4: 36,958 shares; 2025Q1: 27,878 shares; 2025Q2: 24,263 shares; 2025Q3: 23,549 shares; 2025Q4: 20,664 shares 20,664 $1.32M 0.09% -2,885 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,779 shares; 2025Q1: 12,477 shares; 2025Q2: 14,415 shares; 2025Q3: 17,508 shares; 2025Q4: 24,962 shares 24,962 $1.31M 0.09% +7,454 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,900 shares; 2025Q1: 9,200 shares; 2025Q2: 9,300 shares; 2025Q3: 8,925 shares; 2025Q4: 9,145 shares 9,145 $1.29M 0.09% +220 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: restricted; 2024Q4: 6,968 shares; 2025Q1: 6,642 shares; 2025Q2: 6,226 shares; 2025Q3: 5,316 shares; 2025Q4: 5,160 shares 5,160 $1.27M 0.09% -156 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: restricted; 2024Q4: 4,850 shares; 2025Q1: 4,850 shares; 2025Q2: 4,578 shares; 2025Q3: 4,604 shares; 2025Q4: 4,805 shares 4,805 $1.23M 0.09% +201 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: restricted; 2024Q4: 24,637 shares; 2025Q1: 23,467 shares; 2025Q2: 16,386 shares; 2025Q3: 16,001 shares; 2025Q4: 15,328 shares 15,328 $1.22M 0.08% -673 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: restricted; 2024Q4: 4,206 shares; 2025Q1: 4,180 shares; 2025Q2: 4,187 shares; 2025Q3: 5,853 shares; 2025Q4: 5,679 shares 5,679 $1.22M 0.08% -174 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: restricted; 2024Q4: 60,557 shares; 2025Q1: 60,506 shares; 2025Q2: 53,898 shares; 2025Q3: 50,012 shares; 2025Q4: 48,442 shares 48,442 $1.21M 0.08% -1,570 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 898 shares; 2025Q1: 902 shares; 2025Q2: 948 shares; 2025Q3: 948 shares; 2025Q4: 906 shares 906 $1.2M 0.08% -42 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: restricted; 2024Q4: 24,513 shares; 2025Q1: 36,767 shares; 2025Q2: 38,316 shares; 2025Q3: 35,343 shares; 2025Q4: 36,834 shares 36,834 $1.11M 0.08% +1,491 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: restricted; 2024Q4: 20,285 shares; 2025Q1: 21,054 shares; 2025Q2: 20,191 shares; 2025Q3: 20,552 shares; 2025Q4: 19,777 shares 19,777 $1.09M 0.08% -775 Timeline ICSH 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: restricted; 2024Q4: 5,377 shares; 2025Q1: 6,152 shares; 2025Q2: 5,727 shares; 2025Q3: 21,527 shares; 2025Q4: 21,340 shares 21,340 $1.08M 0.07% -187 Timeline FLRN SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 39,355 shares; 2025Q1: 38,435 shares; 2025Q2: 37,885 shares; 2025Q3: 35,820 shares; 2025Q4: 35,000 shares 35,000 $1.08M 0.07% -820 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,263 shares; 2025Q1: 2,263 shares; 2025Q2: 4,493 shares; 2025Q3: 4,010 shares; 2025Q4: 3,860 shares 3,860 $1.06M 0.07% -150 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: restricted; 2024Q4: 13,699 shares; 2025Q1: 14,309 shares; 2025Q2: 15,274 shares; 2025Q3: 15,019 shares; 2025Q4: 15,083 shares 15,083 $1.05M 0.07% +64 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: restricted; 2024Q4: 4,359 shares; 2025Q1: 4,372 shares; 2025Q2: 4,296 shares; 2025Q3: 4,421 shares; 2025Q4: 4,062 shares 4,062 $1.04M 0.07% -359 Timeline JGRO 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: restricted; 2024Q4: 3,218 shares; 2025Q1: 4,102 shares; 2025Q2: 4,282 shares; 2025Q3: 9,579 shares; 2025Q4: 11,149 shares 11,149 $1.03M 0.07% +1,570 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,420 shares; 2025Q1: 2,370 shares; 2025Q2: 5,421 shares; 2025Q3: 6,084 shares; 2025Q4: 6,697 shares 6,697 $1.03M 0.07% +613 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,236 shares; 2025Q1: 11,358 shares; 2025Q2: 11,392 shares; 2025Q3: 10,507 shares; 2025Q4: 10,751 shares 10,751 $1.01M 0.07% +244 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,786 shares; 2025Q1: 2,187 shares; 2025Q2: 2,654 shares; 2025Q3: 2,904 shares; 2025Q4: 3,114 shares 3,114 $1.01M 0.07% +210 Timeline BIL 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,500 shares; 2025Q4: 11,000 shares 11,000 $1.01M 0.07% +5,500 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: restricted; 2024Q4: 3,200 shares; 2025Q1: 8,700 shares; 2025Q2: 14,550 shares; 2025Q3: 8,500 shares; 2025Q4: 10,000 shares 10,000 $1M 0.07% +1,500 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: restricted; 2024Q4: 11,291 shares; 2025Q1: 10,425 shares; 2025Q2: 7,624 shares; 2025Q3: 7,462 shares; 2025Q4: 5,129 shares 5,129 $1M 0.07% -2,333 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: restricted; 2024Q4: 2,055 shares; 2025Q1: 1,980 shares; 2025Q2: 2,017 shares; 2025Q3: 2,117 shares; 2025Q4: 2,102 shares 2,102 $995K 0.07% -15 Timeline MDYG 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: restricted; 2024Q4: 12,119 shares; 2025Q1: 12,236 shares; 2025Q2: 12,786 shares; 2025Q3: 10,383 shares; 2025Q4: 10,564 shares 10,564 $976K 0.07% +181 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,068 shares; 2025Q1: 4,068 shares; 2025Q2: 4,062 shares; 2025Q3: 4,062 shares; 2025Q4: 4,062 shares 4,062 $973K 0.07% 0 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: restricted; 2024Q4: 1,666 shares; 2025Q1: 1,692 shares; 2025Q2: 1,694 shares; 2025Q3: 1,695 shares; 2025Q4: 1,686 shares 1,686 $966K 0.07% -9 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: restricted; 2024Q4: 8,359 shares; 2025Q1: 8,213 shares; 2025Q2: 11,910 shares; 2025Q3: 11,240 shares; 2025Q4: 21,581 shares 21,581 $965K 0.07% +10,341 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,160 shares; 2025Q1: 19,570 shares; 2025Q2: 21,370 shares; 2025Q3: 28,985 shares; 2025Q4: 18,740 shares 18,740 $942K 0.07% -10,245 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,989 shares; 2025Q1: 16,954 shares; 2025Q2: 17,392 shares; 2025Q3: 17,115 shares; 2025Q4: 17,130 shares 17,130 $937K 0.06% +15 Timeline VOYA VOYA FINANCIAL INC More: the full row for VOYA FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,557 shares; 2025Q1: 12,557 shares; 2025Q2: 12,557 shares; 2025Q3: 12,557 shares; 2025Q4: 12,557 shares 12,557 $935K 0.06% 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: restricted; 2024Q4: 8,993 shares; 2025Q1: 9,003 shares; 2025Q2: 8,218 shares; 2025Q3: 5,589 shares; 2025Q4: 4,763 shares 4,763 $924K 0.06% -826 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: restricted; 2024Q4: 13,589 shares; 2025Q1: 13,324 shares; 2025Q2: 13,179 shares; 2025Q3: 12,009 shares; 2025Q4: 11,447 shares 11,447 $905K 0.06% -562 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: restricted; 2024Q4: 2,491 shares; 2025Q1: 2,125 shares; 2025Q2: 1,915 shares; 2025Q3: 1,904 shares; 2025Q4: 2,006 shares 2,006 $902K 0.06% +102 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,231 shares; 2025Q3: 1,450 shares; 2025Q4: 836 shares 836 $894K 0.06% -614 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: restricted; 2024Q4: 13,296 shares; 2025Q1: 12,261 shares; 2025Q2: 8,583 shares; 2025Q3: 8,563 shares; 2025Q4: 8,348 shares 8,348 $879K 0.06% -215 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,168 shares; 2025Q1: 1,881 shares; 2025Q2: 1,919 shares; 2025Q3: 2,250 shares; 2025Q4: 2,048 shares 2,048 $864K 0.06% -202 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,749 shares; 2025Q1: 1,796 shares; 2025Q2: 1,750 shares; 2025Q3: 1,750 shares; 2025Q4: 1,757 shares 1,757 $857K 0.06% +7 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 5,829 shares; 2025Q2: 7,000 shares; 2025Q3: 7,000 shares; 2025Q4: 8,001 shares 8,001 $823K 0.06% +1,001 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 26,241 shares; 2025Q1: 26,516 shares; 2025Q2: 26,468 shares; 2025Q3: 26,287 shares; 2025Q4: 26,935 shares 26,935 $810K 0.06% +648 Timeline EUSA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,700 shares; 2025Q1: 7,700 shares; 2025Q2: 7,700 shares; 2025Q3: 7,700 shares; 2025Q4: 7,700 shares 7,700 $796K 0.05% 0 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,760 shares; 2025Q1: 2,692 shares; 2025Q2: 2,513 shares; 2025Q3: 2,513 shares; 2025Q4: 3,231 shares 3,231 $785K 0.05% +718 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,004 shares; 2025Q1: 6,004 shares; 2025Q2: 5,904 shares; 2025Q3: 5,904 shares; 2025Q4: 5,904 shares 5,904 $725K 0.05% 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: restricted; 2024Q4: 4,938 shares; 2025Q1: 4,898 shares; 2025Q2: 4,898 shares; 2025Q3: 4,898 shares; 2025Q4: 4,388 shares 4,388 $703K 0.05% -510 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 340 shares 340 $685K 0.05% new Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,412 shares; 2025Q1: 8,212 shares; 2025Q2: 8,212 shares; 2025Q3: 8,212 shares; 2025Q4: 8,189 shares 8,189 $680K 0.05% -23 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: restricted; 2024Q4: 3,380 shares; 2025Q1: 3,238 shares; 2025Q2: 3,238 shares; 2025Q3: 3,083 shares; 2025Q4: 3,023 shares 3,023 $664K 0.05% -60 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,657 shares; 2025Q1: 11,357 shares; 2025Q2: 18,144 shares; 2025Q3: 4,704 shares; 2025Q4: 3,424 shares 3,424 $656K 0.05% -1,280 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 7,459 shares; 2025Q2: 7,409 shares; 2025Q3: 6,772 shares; 2025Q4: 6,254 shares 6,254 $655K 0.05% -518 Timeline PIO 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: restricted; 2024Q4: 14,720 shares; 2025Q1: 14,720 shares; 2025Q2: 14,720 shares; 2025Q3: 14,720 shares; 2025Q4: 14,720 shares 14,720 $650K 0.04% 0 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,392 shares; 2025Q1: 6,879 shares; 2025Q2: 7,045 shares; 2025Q3: 6,165 shares; 2025Q4: 5,933 shares 5,933 $633K 0.04% -232 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: restricted; 2024Q4: 30,489 shares; 2025Q1: 30,226 shares; 2025Q2: 32,449 shares; 2025Q3: 23,556 shares; 2025Q4: 21,986 shares 21,986 $626K 0.04% -1,570 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: restricted; 2024Q4: 5,626 shares; 2025Q1: 5,507 shares; 2025Q2: 5,441 shares; 2025Q3: 5,176 shares; 2025Q4: 4,988 shares 4,988 $625K 0.04% -188 Timeline AA ALCOA CORP More: the full row for ALCOA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,810 shares; 2025Q1: 12,810 shares; 2025Q2: 12,810 shares; 2025Q3: 12,810 shares; 2025Q4: 11,583 shares 11,583 $616K 0.04% -1,227 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,972 shares; 2025Q1: 12,822 shares; 2025Q2: 12,592 shares; 2025Q3: 12,087 shares; 2025Q4: 10,273 shares 10,273 $600K 0.04% -1,814 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: restricted; 2024Q4: 12,835 shares; 2025Q1: 12,835 shares; 2025Q2: 12,835 shares; 2025Q3: 11,145 shares; 2025Q4: 11,103 shares 11,103 $599K 0.04% -42 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: restricted; 2024Q4: 8,042 shares; 2025Q1: 8,110 shares; 2025Q2: 8,108 shares; 2025Q3: 8,110 shares; 2025Q4: 8,111 shares 8,111 $597K 0.04% +1 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,301 shares; 2025Q2: 2,974 shares; 2025Q3: 2,974 shares; 2025Q4: 2,306 shares 2,306 $591K 0.04% -668 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,840 shares; 2025Q1: 7,731 shares; 2025Q2: 6,707 shares; 2025Q3: 6,607 shares; 2025Q4: 6,616 shares 6,616 $585K 0.04% +9 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,123 shares; 2025Q3: 2,123 shares; 2025Q4: 2,049 shares 2,049 $585K 0.04% -74 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: restricted; 2024Q4: 11,336 shares; 2025Q1: 8,336 shares; 2025Q2: 8,336 shares; 2025Q3: 8,261 shares; 2025Q4: 8,261 shares 8,261 $579K 0.04% 0 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,581 shares; 2025Q3: 8,745 shares; 2025Q4: 9,855 shares 9,855 $560K 0.04% +1,110 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: restricted; 2024Q4: 2,674 shares; 2025Q1: 2,547 shares; 2025Q2: 2,610 shares; 2025Q3: 2,620 shares; 2025Q4: 2,595 shares 2,595 $546K 0.04% -25 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,500 shares; 2025Q1: 6,625 shares; 2025Q2: 6,613 shares; 2025Q3: 6,613 shares; 2025Q4: 6,608 shares 6,608 $542K 0.04% -5 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: restricted; 2024Q4: 3,855 shares; 2025Q1: 3,855 shares; 2025Q2: 3,720 shares; 2025Q3: 3,720 shares; 2025Q4: 3,120 shares 3,120 $541K 0.04% -600 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: restricted; 2024Q4: 9,363 shares; 2025Q1: 9,547 shares; 2025Q2: 2,356 shares; 2025Q3: 1,616 shares; 2025Q4: 2,012 shares 2,012 $540K 0.04% +396 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: restricted; 2024Q4: 3,523 shares; 2025Q1: 4,093 shares; 2025Q2: 3,943 shares; 2025Q3: 3,943 shares; 2025Q4: 3,883 shares 3,883 $535K 0.04% -60 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: restricted; 2024Q4: 5,472 shares; 2025Q1: 5,502 shares; 2025Q2: 5,726 shares; 2025Q3: 5,564 shares; 2025Q4: 5,564 shares 5,564 $534K 0.04% 0 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,533 shares; 2025Q1: 9,992 shares; 2025Q2: 10,032 shares; 2025Q3: 9,908 shares; 2025Q4: 9,188 shares 9,188 $523K 0.04% -720 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 107 shares; 2025Q1: 105 shares; 2025Q2: 105 shares; 2025Q3: 102 shares; 2025Q4: 96 shares 96 $514K 0.04% -6 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: restricted; 2024Q4: 11,105 shares; 2025Q1: 11,105 shares; 2025Q2: 11,105 shares; 2025Q3: 11,105 shares; 2025Q4: 11,105 shares 11,105 $509K 0.04% 0 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,698 shares; 2025Q1: 9,650 shares; 2025Q2: 9,635 shares; 2025Q3: 10,461 shares; 2025Q4: 8,935 shares 8,935 $489K 0.03% -1,526 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,922 shares 3,922 $468K 0.03% new 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: restricted; 2024Q4: 3,929 shares; 2025Q1: 3,980 shares; 2025Q2: 3,870 shares; 2025Q3: 3,725 shares; 2025Q4: 3,350 shares 3,350 $466K 0.03% -375 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,244 shares; 2025Q1: 10,998 shares; 2025Q2: 10,748 shares; 2025Q3: 9,892 shares; 2025Q4: 9,393 shares 9,393 $448K 0.03% -499 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: restricted; 2024Q4: 13,224 shares; 2025Q1: 12,854 shares; 2025Q2: 15,279 shares; 2025Q3: 17,831 shares; 2025Q4: 18,503 shares 18,503 $445K 0.03% +672 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,736 shares; 2025Q1: 2,725 shares; 2025Q2: 2,730 shares; 2025Q3: 2,730 shares; 2025Q4: 2,730 shares 2,730 $439K 0.03% 0 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 577 shares; 2025Q1: 575 shares; 2025Q2: 575 shares; 2025Q3: 573 shares; 2025Q4: 568 shares 568 $438K 0.03% -5 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,476 shares; 2025Q1: 3,501 shares; 2025Q2: 5,617 shares; 2025Q3: 5,460 shares; 2025Q4: 5,490 shares 5,490 $414K 0.03% +30 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,345 shares; 2025Q1: 6,960 shares; 2025Q2: 6,260 shares; 2025Q3: 6,135 shares; 2025Q4: 5,200 shares 5,200 $413K 0.03% -935 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 4,280 shares; 2025Q2: 5,270 shares; 2025Q3: 5,647 shares; 2025Q4: 8,014 shares 8,014 $405K 0.03% +2,367 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,172 shares; 2025Q1: 1,185 shares; 2025Q2: 1,185 shares; 2025Q3: 1,147 shares; 2025Q4: 1,147 shares 1,147 $401K 0.03% 0 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 946 shares; 2025Q1: 946 shares; 2025Q2: 946 shares; 2025Q3: 846 shares; 2025Q4: 846 shares 846 $394K 0.03% 0 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 559 shares; 2025Q1: 579 shares; 2025Q2: 533 shares; 2025Q3: 489 shares; 2025Q4: 511 shares 511 $392K 0.03% +22 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,461 shares 2,461 $382K 0.03% new Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 841 shares; 2025Q1: 941 shares; 2025Q2: 891 shares; 2025Q3: 893 shares; 2025Q4: 841 shares 841 $381K 0.03% -52 Timeline LBRDK LIBERTY BROADBAND CORP More: the full row for LIBERTY BROADBAND CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,670 shares; 2025Q1: 7,670 shares; 2025Q2: 7,670 shares; 2025Q3: 7,670 shares; 2025Q4: 7,670 shares 7,670 $373K 0.03% 0 Timeline CHTR CHARTER COMMUNICATIONS INC More: the full row for CHARTER COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,680 shares; 2025Q1: 1,900 shares; 2025Q2: 1,900 shares; 2025Q3: 1,883 shares; 2025Q4: 1,780 shares 1,780 $372K 0.03% -103 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: restricted; 2024Q4: 8,667 shares; 2025Q1: 8,617 shares; 2025Q2: 8,617 shares; 2025Q3: 8,487 shares; 2025Q4: 8,487 shares 8,487 $367K 0.03% 0 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,389 shares; 2025Q1: 12,889 shares; 2025Q2: 12,889 shares; 2025Q3: 12,889 shares; 2025Q4: 12,889 shares 12,889 $361K 0.02% 0 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 584 shares; 2025Q2: 584 shares; 2025Q3: 584 shares; 2025Q4: 569 shares 569 $354K 0.02% -15 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: restricted; 2024Q4: 3,163 shares; 2025Q1: 3,163 shares; 2025Q2: 3,153 shares; 2025Q3: 3,133 shares; 2025Q4: 2,663 shares 2,663 $353K 0.02% -470 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,719 shares; 2025Q1: 1,719 shares; 2025Q2: 1,719 shares; 2025Q3: 1,723 shares; 2025Q4: 1,219 shares 1,219 $352K 0.02% -504 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: restricted; 2024Q4: 2,045 shares; 2025Q1: 2,038 shares; 2025Q2: 2,035 shares; 2025Q3: 2,035 shares; 2025Q4: 2,037 shares 2,037 $348K 0.02% +2 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,964 shares; 2025Q1: 4,993 shares; 2025Q2: 4,582 shares; 2025Q3: 4,372 shares; 2025Q4: 4,121 shares 4,121 $347K 0.02% -251 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: restricted; 2024Q4: 1,200 shares; 2025Q1: 1,200 shares; 2025Q2: 1,195 shares; 2025Q3: 1,195 shares; 2025Q4: 1,195 shares 1,195 $347K 0.02% 0 Timeline BAH BOOZ ALLEN HAMILTON HLDG COR More: the full row for BOOZ ALLEN HAMILTON HLDG COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21,355 shares; 2025Q1: 20,635 shares; 2025Q2: 18,638 shares; 2025Q3: 10,752 shares; 2025Q4: 4,103 shares 4,103 $346K 0.02% -6,649 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 602 shares; 2025Q1: 602 shares; 2025Q2: 602 shares; 2025Q3: 499 shares; 2025Q4: 419 shares 419 $344K 0.02% -80 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: restricted; 2024Q4: 1,048 shares; 2025Q1: 1,493 shares; 2025Q2: 1,485 shares; 2025Q3: 1,485 shares; 2025Q4: 1,485 shares 1,485 $338K 0.02% 0 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 775 shares; 2025Q1: 760 shares; 2025Q2: 760 shares; 2025Q3: 760 shares; 2025Q4: 760 shares 760 $338K 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,532 shares; 2025Q3: 1,532 shares; 2025Q4: 1,565 shares 1,565 $335K 0.02% +33 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,346 shares; 2025Q1: 2,346 shares; 2025Q2: 2,346 shares; 2025Q3: 2,346 shares; 2025Q4: 2,346 shares 2,346 $331K 0.02% 0 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,474 shares; 2025Q1: 2,474 shares; 2025Q2: 2,474 shares; 2025Q3: 2,474 shares; 2025Q4: 2,396 shares 2,396 $330K 0.02% -78 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: restricted; 2024Q4: 2,158 shares; 2025Q1: 2,108 shares; 2025Q2: 2,074 shares; 2025Q3: 2,040 shares; 2025Q4: 2,040 shares 2,040 $327K 0.02% 0 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 768 shares; 2025Q1: 768 shares; 2025Q2: 768 shares; 2025Q3: 749 shares; 2025Q4: 725 shares 725 $325K 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: restricted; 2024Q4: 2,452 shares; 2025Q1: 2,632 shares; 2025Q2: 2,687 shares; 2025Q3: 2,389 shares; 2025Q4: 3,094 shares 3,094 $325K 0.02% +705 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 475 shares; 2025Q3: 475 shares; 2025Q4: 475 shares 475 $321K 0.02% 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: restricted; 2024Q4: 528 shares; 2025Q1: 707 shares; 2025Q2: 670 shares; 2025Q3: 670 shares; 2025Q4: 655 shares 655 $317K 0.02% -15 Timeline PTC PTC INC More: the full row for PTC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,544 shares; 2025Q2: 1,954 shares; 2025Q3: 1,954 shares; 2025Q4: 1,806 shares 1,806 $315K 0.02% -148 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: restricted; 2024Q4: 488 shares; 2025Q1: 645 shares; 2025Q2: 638 shares; 2025Q3: 641 shares; 2025Q4: 638 shares 638 $313K 0.02% -3 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: restricted; 2024Q4: not reported; 2025Q1: 662 shares; 2025Q2: 662 shares; 2025Q3: 662 shares; 2025Q4: 662 shares 662 $309K 0.02% 0 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,440 shares; 2025Q1: 9,272 shares; 2025Q2: 9,468 shares; 2025Q3: 7,974 shares; 2025Q4: 3,535 shares 3,535 $308K 0.02% -4,439 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: restricted; 2024Q4: 8,667 shares; 2025Q1: 8,667 shares; 2025Q2: 8,513 shares; 2025Q3: 8,513 shares; 2025Q4: 8,461 shares 8,461 $307K 0.02% -52 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: restricted; 2024Q4: 4,031 shares; 2025Q1: 3,557 shares; 2025Q2: 3,567 shares; 2025Q3: 3,557 shares; 2025Q4: 7,125 shares 7,125 $304K 0.02% +3,568 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 377 shares; 2025Q3: 377 shares; 2025Q4: 400 shares 400 $302K 0.02% +23 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: restricted; 2024Q4: 7,027 shares; 2025Q1: 6,678 shares; 2025Q2: 7,048 shares; 2025Q3: 6,672 shares; 2025Q4: 5,564 shares 5,564 $299K 0.02% -1,108 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,229 shares; 2025Q3: 5,829 shares; 2025Q4: 3,840 shares 3,840 $298K 0.02% -1,989 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: restricted; 2024Q4: 760 shares; 2025Q1: 760 shares; 2025Q2: 760 shares; 2025Q3: 764 shares; 2025Q4: 760 shares 760 $296K 0.02% -4 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: restricted; 2024Q4: 1,548 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,897 shares 1,897 $294K 0.02% new Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,794 shares; 2025Q1: 2,794 shares; 2025Q2: 2,439 shares; 2025Q3: 2,439 shares; 2025Q4: 2,439 shares 2,439 $292K 0.02% 0 Timeline FSS FEDERAL SIGNAL CORP More: the full row for FEDERAL SIGNAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,684 shares; 2025Q4: 2,684 shares 2,684 $291K 0.02% 0 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,127 shares; 2025Q1: 2,127 shares; 2025Q2: 2,127 shares; 2025Q3: 2,654 shares; 2025Q4: 2,007 shares 2,007 $289K 0.02% -647 Timeline RAL RALLIANT CORP More: the full row for RALLIANT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,608 shares 5,608 $286K 0.02% new Timeline TRUT 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,743 shares 10,743 $284K 0.02% new Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,264 shares; 2025Q1: 2,064 shares; 2025Q2: 2,064 shares; 2025Q3: 2,064 shares; 2025Q4: 2,064 shares 2,064 $283K 0.02% 0 Timeline RSPN 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,816 shares; 2025Q4: 4,981 shares 4,981 $282K 0.02% +1,165 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,486 shares; 2025Q1: 3,134 shares; 2025Q2: 3,134 shares; 2025Q3: 2,962 shares; 2025Q4: 2,962 shares 2,962 $274K 0.02% 0 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,111 shares; 2025Q3: 3,427 shares; 2025Q4: 3,575 shares 3,575 $273K 0.02% +148 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: restricted; 2024Q4: 8,098 shares; 2025Q1: 8,098 shares; 2025Q2: 8,098 shares; 2025Q3: 8,437 shares; 2025Q4: 8,438 shares 8,438 $271K 0.02% +1 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,919 shares; 2025Q1: 2,286 shares; 2025Q2: 2,271 shares; 2025Q3: 2,282 shares; 2025Q4: 2,282 shares 2,282 $269K 0.02% 0 Timeline LBRDA LIBERTY BROADBAND CORP More: the full row for LIBERTY BROADBAND CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,210 shares; 2025Q1: 5,210 shares; 2025Q2: 5,210 shares; 2025Q3: 5,210 shares; 2025Q4: 5,210 shares 5,210 $252K 0.02% 0 Timeline IYF 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: restricted; 2024Q4: 1,950 shares; 2025Q1: 1,950 shares; 2025Q2: 1,950 shares; 2025Q3: 1,950 shares; 2025Q4: 1,900 shares 1,900 $245K 0.02% -50 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,391 shares; 2025Q1: 1,391 shares; 2025Q2: 1,391 shares; 2025Q3: 1,391 shares; 2025Q4: 1,391 shares 1,391 $244K 0.02% 0 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,281 shares; 2025Q2: 1,211 shares; 2025Q3: 1,211 shares; 2025Q4: 1,211 shares 1,211 $244K 0.02% 0 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: restricted; 2024Q4: 1,157 shares; 2025Q1: 986 shares; 2025Q2: 987 shares; 2025Q3: 937 shares; 2025Q4: 937 shares 937 $242K 0.02% 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: restricted; 2024Q4: 1,320 shares; 2025Q1: 1,320 shares; 2025Q2: 1,320 shares; 2025Q3: 1,320 shares; 2025Q4: 1,320 shares 1,320 $240K 0.02% 0 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,519 shares; 2025Q1: 2,591 shares; 2025Q2: 2,467 shares; 2025Q3: 2,439 shares; 2025Q4: 2,354 shares 2,354 $237K 0.02% -85 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,478 shares 2,478 $233K 0.02% new Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,340 shares; 2025Q1: 1,256 shares; 2025Q2: 1,256 shares; 2025Q3: 1,256 shares; 2025Q4: 1,256 shares 1,256 $233K 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,939 shares 4,939 $231K 0.02% new Timeline MBCN MIDDLEFIELD BANC CORP More: the full row for MIDDLEFIELD BANC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,666 shares; 2025Q1: 7,216 shares; 2025Q2: 6,666 shares; 2025Q3: 6,666 shares; 2025Q4: 6,666 shares 6,666 $230K 0.02% 0 Timeline QUS 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,308 shares; 2025Q3: 1,308 shares; 2025Q4: 1,308 shares 1,308 $228K 0.02% 0 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,625 shares; 2025Q1: 4,525 shares; 2025Q2: 4,525 shares; 2025Q3: 4,525 shares; 2025Q4: 4,525 shares 4,525 $226K 0.02% 0 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: restricted; 2024Q4: not reported; 2025Q1: 1,347 shares; 2025Q2: 1,327 shares; 2025Q3: 1,327 shares; 2025Q4: 1,177 shares 1,177 $225K 0.02% -150 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 390 shares; 2025Q1: 390 shares; 2025Q2: 390 shares; 2025Q3: 391 shares; 2025Q4: 392 shares 392 $223K 0.02% +1 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 50,240 shares; 2025Q1: 47,684 shares; 2025Q2: 46,428 shares; 2025Q3: 33,791 shares; 2025Q4: 12,707 shares 12,707 $219K 0.02% -21,084 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,390 shares; 2025Q4: 6,683 shares 6,683 $219K 0.02% +293 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: restricted; 2024Q4: 368 shares; 2025Q1: not reported; 2025Q2: 378 shares; 2025Q3: 368 shares; 2025Q4: 355 shares 355 $214K 0.01% -13 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,650 shares 2,650 $213K 0.01% new Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,097 shares; 2025Q3: 3,097 shares; 2025Q4: 3,097 shares 3,097 $208K 0.01% 0 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,124 shares; 2025Q4: 2,024 shares 2,024 $207K 0.01% -100 Timeline DDD 3D SYS CORP DEL More: the full row for 3D SYS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,003 shares 10,003 $17.7K <0.01% new Timeline