SRCE 1ST SOURCE CORP More: the full row for 1ST SOURCE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,375,652 shares; 2024Q4: 5,335,474 shares; 2025Q1: 5,195,001 shares; 2025Q2: 5,191,814 shares; 2025Q3: 5,190,558 shares; 2025Q4: 5,169,264 shares 5,169,264 $323M 16.94% -21,294 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: 584,046 shares; 2024Q4: 584,615 shares; 2025Q1: 575,157 shares; 2025Q2: 563,612 shares; 2025Q3: 568,098 shares; 2025Q4: 565,330 shares 565,330 $268M 14.04% -2,768 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: 176,329 shares; 2024Q4: 181,887 shares; 2025Q1: 182,945 shares; 2025Q2: 183,996 shares; 2025Q3: 180,881 shares; 2025Q4: 209,693 shares 209,693 $143M 7.5% +28,812 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: 665,762 shares; 2024Q4: 660,089 shares; 2025Q1: 675,118 shares; 2025Q2: 677,377 shares; 2025Q3: 686,114 shares; 2025Q4: 610,192 shares 610,192 $128M 6.73% -75,922 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: 744,555 shares; 2024Q4: 755,167 shares; 2025Q1: 737,604 shares; 2025Q2: 731,200 shares; 2025Q3: 607,596 shares; 2025Q4: 485,458 shares 485,458 $67.6M 3.54% -122,138 Timeline EMXC 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: 724,201 shares; 2024Q4: 723,624 shares; 2025Q1: 726,756 shares; 2025Q2: 726,094 shares; 2025Q3: 741,030 shares; 2025Q4: 722,812 shares 722,812 $52.5M 2.76% -18,218 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: 464,276 shares; 2024Q4: 474,301 shares; 2025Q1: 451,563 shares; 2025Q2: 464,358 shares; 2025Q3: 479,734 shares; 2025Q4: 465,150 shares 465,150 $44.7M 2.34% -14,584 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: 84,509 shares; 2024Q4: 84,475 shares; 2025Q1: 83,178 shares; 2025Q2: 83,217 shares; 2025Q3: 81,869 shares; 2025Q4: 78,301 shares 78,301 $37.9M 1.99% -3,568 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 165,148 shares; 2024Q4: 162,513 shares; 2025Q1: 159,964 shares; 2025Q2: 141,862 shares; 2025Q3: 140,897 shares; 2025Q4: 134,118 shares 134,118 $36.5M 1.91% -6,779 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 619,725 shares; 2024Q4: 612,631 shares; 2025Q1: 608,911 shares; 2025Q2: 615,598 shares; 2025Q3: 605,569 shares; 2025Q4: 567,626 shares 567,626 $35.5M 1.86% -37,943 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: 36,315 shares; 2024Q4: 35,787 shares; 2025Q1: 35,017 shares; 2025Q2: 34,338 shares; 2025Q3: 33,355 shares; 2025Q4: 31,658 shares 31,658 $34M 1.78% -1,697 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: 103,624 shares; 2024Q4: 103,094 shares; 2025Q1: 101,248 shares; 2025Q2: 100,728 shares; 2025Q3: 101,138 shares; 2025Q4: 97,646 shares 97,646 $30.6M 1.6% -3,492 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: 253,540 shares; 2024Q4: 252,836 shares; 2025Q1: 270,166 shares; 2025Q2: 295,919 shares; 2025Q3: 380,722 shares; 2025Q4: 393,002 shares 393,002 $25.9M 1.36% +12,280 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: 211,495 shares; 2024Q4: 209,551 shares; 2025Q1: 207,287 shares; 2025Q2: 206,646 shares; 2025Q3: 201,587 shares; 2025Q4: 204,561 shares 204,561 $24.6M 1.29% +2,974 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: 105,775 shares; 2024Q4: 106,829 shares; 2025Q1: 105,113 shares; 2025Q2: 101,894 shares; 2025Q3: 99,499 shares; 2025Q4: 90,488 shares 90,488 $22.3M 1.17% -9,011 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: 36,005 shares; 2024Q4: 36,156 shares; 2025Q1: 36,020 shares; 2025Q2: 36,139 shares; 2025Q3: 35,820 shares; 2025Q4: 35,986 shares 35,986 $21.7M 1.14% +166 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: 72,334 shares; 2024Q4: 71,194 shares; 2025Q1: 69,558 shares; 2025Q2: 67,805 shares; 2025Q3: 66,000 shares; 2025Q4: 64,609 shares 64,609 $20.8M 1.09% -1,391 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: 88,922 shares; 2024Q4: 90,723 shares; 2025Q1: 90,766 shares; 2025Q2: 90,471 shares; 2025Q3: 90,480 shares; 2025Q4: 89,261 shares 89,261 $20.6M 1.08% -1,219 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: 92,082 shares; 2024Q4: 92,097 shares; 2025Q1: 92,133 shares; 2025Q2: 91,403 shares; 2025Q3: 90,713 shares; 2025Q4: 89,730 shares 89,730 $17.5M 0.92% -983 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: 55,309 shares; 2024Q4: 54,754 shares; 2025Q1: 53,946 shares; 2025Q2: 53,326 shares; 2025Q3: 53,010 shares; 2025Q4: 51,150 shares 51,150 $16.1M 0.84% -1,860 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: 72,015 shares; 2024Q4: 70,980 shares; 2025Q1: 70,276 shares; 2025Q2: 69,044 shares; 2025Q3: 68,017 shares; 2025Q4: 66,796 shares 66,796 $13.8M 0.73% -1,221 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: 83,587 shares; 2024Q4: 81,086 shares; 2025Q1: 72,162 shares; 2025Q2: 75,195 shares; 2025Q3: 74,082 shares; 2025Q4: 69,501 shares 69,501 $13M 0.68% -4,581 Timeline PATK PATRICK INDS INC More: the full row for PATRICK INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,767 shares; 2024Q4: 131,650 shares; 2025Q1: 131,650 shares; 2025Q2: 129,650 shares; 2025Q3: 102,650 shares; 2025Q4: 100,650 shares 100,650 $10.9M 0.57% -2,000 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: 31,912 shares; 2024Q4: 31,354 shares; 2025Q1: 31,202 shares; 2025Q2: 29,173 shares; 2025Q3: 28,467 shares; 2025Q4: 27,373 shares 27,373 $10.1M 0.53% -1,094 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: 101,755 shares; 2024Q4: 99,562 shares; 2025Q1: 98,213 shares; 2025Q2: 98,622 shares; 2025Q3: 96,067 shares; 2025Q4: 95,176 shares 95,176 $10M 0.53% -891 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: 12,184 shares; 2024Q4: 11,946 shares; 2025Q1: 11,958 shares; 2025Q2: 11,626 shares; 2025Q3: 11,651 shares; 2025Q4: 11,515 shares 11,515 $9.93M 0.52% -136 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: 32,489 shares; 2024Q4: 32,278 shares; 2025Q1: 30,748 shares; 2025Q2: 30,907 shares; 2025Q3: 30,339 shares; 2025Q4: 28,174 shares 28,174 $9.75M 0.51% -2,165 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: 92,755 shares; 2024Q4: 89,947 shares; 2025Q1: 90,733 shares; 2025Q2: 91,697 shares; 2025Q3: 90,908 shares; 2025Q4: 87,244 shares 87,244 $9.31M 0.49% -3,664 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: 70,320 shares; 2024Q4: 69,794 shares; 2025Q1: 69,069 shares; 2025Q2: 67,496 shares; 2025Q3: 66,018 shares; 2025Q4: 64,383 shares 64,383 $9.24M 0.48% -1,635 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: 16,231 shares; 2024Q4: 15,963 shares; 2025Q1: 15,972 shares; 2025Q2: 16,023 shares; 2025Q3: 16,135 shares; 2025Q4: 15,946 shares 15,946 $9.24M 0.48% -189 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: 31,160 shares; 2024Q4: 30,608 shares; 2025Q1: 30,144 shares; 2025Q2: 29,824 shares; 2025Q3: 29,415 shares; 2025Q4: 28,508 shares 28,508 $8.71M 0.46% -907 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: 59,355 shares; 2024Q4: 59,249 shares; 2025Q1: 58,930 shares; 2025Q2: 57,699 shares; 2025Q3: 56,755 shares; 2025Q4: 56,547 shares 56,547 $8.69M 0.46% -208 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: 22,182 shares; 2024Q4: 43,922 shares; 2025Q1: 44,176 shares; 2025Q2: 44,123 shares; 2025Q3: 47,212 shares; 2025Q4: 46,871 shares 46,871 $8.63M 0.45% -341 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: 47,152 shares; 2024Q4: 45,893 shares; 2025Q1: 45,412 shares; 2025Q2: 45,640 shares; 2025Q3: 44,866 shares; 2025Q4: 42,857 shares 42,857 $8.35M 0.44% -2,009 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: 31,244 shares; 2024Q4: 30,660 shares; 2025Q1: 28,894 shares; 2025Q2: 28,516 shares; 2025Q3: 28,058 shares; 2025Q4: 27,806 shares 27,806 $8.24M 0.43% -252 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 131,698 shares; 2024Q4: 121,040 shares; 2025Q1: 119,051 shares; 2025Q2: 119,197 shares; 2025Q3: 120,929 shares; 2025Q4: 114,319 shares 114,319 $8.16M 0.43% -6,610 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 199,317 shares; 2024Q4: 185,521 shares; 2025Q1: 187,521 shares; 2025Q2: 174,355 shares; 2025Q3: 170,848 shares; 2025Q4: 165,000 shares 165,000 $7.6M 0.4% -5,848 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: 31,291 shares; 2024Q4: 31,111 shares; 2025Q1: 30,730 shares; 2025Q2: 30,448 shares; 2025Q3: 29,759 shares; 2025Q4: 29,122 shares 29,122 $7.49M 0.39% -637 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: 28,696 shares; 2024Q4: 28,193 shares; 2025Q1: 27,894 shares; 2025Q2: 27,511 shares; 2025Q3: 26,830 shares; 2025Q4: 25,935 shares 25,935 $7.49M 0.39% -895 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: 23,578 shares; 2024Q4: 22,765 shares; 2025Q1: 22,663 shares; 2025Q2: 22,701 shares; 2025Q3: 22,085 shares; 2025Q4: 21,749 shares 21,749 $7.48M 0.39% -336 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: 55,872 shares; 2024Q4: 54,775 shares; 2025Q1: 54,214 shares; 2025Q2: 54,199 shares; 2025Q3: 53,383 shares; 2025Q4: 51,906 shares 51,906 $7.44M 0.39% -1,477 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: 60,161 shares; 2024Q4: 61,119 shares; 2025Q1: 58,929 shares; 2025Q2: 59,827 shares; 2025Q3: 60,146 shares; 2025Q4: 60,178 shares 60,178 $7.24M 0.38% +32 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: 65,133 shares; 2024Q4: 65,519 shares; 2025Q1: 65,549 shares; 2025Q2: 66,273 shares; 2025Q3: 64,562 shares; 2025Q4: 64,215 shares 64,215 $7.15M 0.38% -347 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: 16,349 shares; 2024Q4: 16,047 shares; 2025Q1: 16,124 shares; 2025Q2: 13,824 shares; 2025Q3: 13,661 shares; 2025Q4: 13,436 shares 13,436 $6.75M 0.35% -225 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,088 shares; 2024Q4: 34,498 shares; 2025Q1: 33,965 shares; 2025Q2: 33,870 shares; 2025Q3: 32,494 shares; 2025Q4: 31,727 shares 31,727 $6.6M 0.35% -767 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: 11,290 shares; 2024Q4: 11,238 shares; 2025Q1: 11,284 shares; 2025Q2: 11,613 shares; 2025Q3: 11,642 shares; 2025Q4: 11,420 shares 11,420 $6.47M 0.34% -222 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: 43,765 shares; 2024Q4: 43,610 shares; 2025Q1: 43,321 shares; 2025Q2: 43,488 shares; 2025Q3: 43,285 shares; 2025Q4: 41,409 shares 41,409 $6.31M 0.33% -1,876 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: 28,489 shares; 2024Q4: 28,270 shares; 2025Q1: 27,773 shares; 2025Q2: 26,940 shares; 2025Q3: 26,671 shares; 2025Q4: 26,777 shares 26,777 $6.12M 0.32% +106 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: 11,267 shares; 2024Q4: 11,142 shares; 2025Q1: 11,136 shares; 2025Q2: 11,048 shares; 2025Q3: 10,879 shares; 2025Q4: 10,605 shares 10,605 $6.05M 0.32% -274 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: 10,686 shares; 2024Q4: 11,906 shares; 2025Q1: 15,277 shares; 2025Q2: 14,175 shares; 2025Q3: 14,212 shares; 2025Q4: 15,251 shares 15,251 $6.04M 0.32% +1,039 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: 83,888 shares; 2024Q4: 82,184 shares; 2025Q1: 79,693 shares; 2025Q2: 79,087 shares; 2025Q3: 78,871 shares; 2025Q4: 77,434 shares 77,434 $5.96M 0.31% -1,437 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: 9,282 shares; 2024Q4: 9,259 shares; 2025Q1: 9,303 shares; 2025Q2: 9,434 shares; 2025Q3: 9,617 shares; 2025Q4: 9,599 shares 9,599 $5.5M 0.29% -18 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: 95,654 shares; 2024Q4: 96,437 shares; 2025Q1: 97,193 shares; 2025Q2: 97,521 shares; 2025Q3: 98,615 shares; 2025Q4: 96,557 shares 96,557 $5.31M 0.28% -2,058 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: 47,197 shares; 2024Q4: 46,428 shares; 2025Q1: 45,997 shares; 2025Q2: 46,277 shares; 2025Q3: 46,272 shares; 2025Q4: 45,769 shares 45,769 $5.21M 0.27% -503 Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,244 shares; 2024Q4: 49,071 shares; 2025Q1: 48,364 shares; 2025Q2: 45,817 shares; 2025Q3: 46,805 shares; 2025Q4: 46,679 shares 46,679 $5.01M 0.26% -126 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: 32,720 shares; 2024Q4: 32,617 shares; 2025Q1: 32,339 shares; 2025Q2: 31,855 shares; 2025Q3: 32,160 shares; 2025Q4: 31,918 shares 31,918 $4.92M 0.26% -242 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: 39,297 shares; 2024Q4: 39,021 shares; 2025Q1: 38,846 shares; 2025Q2: 38,228 shares; 2025Q3: 38,333 shares; 2025Q4: 37,768 shares 37,768 $4.73M 0.25% -565 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,417 shares; 2024Q4: 49,862 shares; 2025Q1: 49,135 shares; 2025Q2: 49,751 shares; 2025Q3: 50,004 shares; 2025Q4: 47,162 shares 47,162 $4.71M 0.25% -2,842 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: 24,828 shares; 2024Q4: 25,160 shares; 2025Q1: 25,108 shares; 2025Q2: 25,511 shares; 2025Q3: 25,565 shares; 2025Q4: 25,310 shares 25,310 $4.64M 0.24% -255 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: 106,293 shares; 2024Q4: 103,848 shares; 2025Q1: 86,363 shares; 2025Q2: 86,665 shares; 2025Q3: 86,319 shares; 2025Q4: 83,720 shares 83,720 $4.58M 0.24% -2,599 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: 13,073 shares; 2024Q4: 12,982 shares; 2025Q1: 12,924 shares; 2025Q2: 13,079 shares; 2025Q3: 13,028 shares; 2025Q4: 12,429 shares 12,429 $4.36M 0.23% -599 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: 21,517 shares; 2024Q4: 21,173 shares; 2025Q1: 20,711 shares; 2025Q2: 20,393 shares; 2025Q3: 20,024 shares; 2025Q4: 18,958 shares 18,958 $4.34M 0.23% -1,066 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: 89,468 shares; 2024Q4: 80,351 shares; 2025Q1: 85,828 shares; 2025Q2: 87,584 shares; 2025Q3: 87,331 shares; 2025Q4: 80,288 shares 80,288 $4.32M 0.23% -7,043 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,280 shares; 2024Q4: 5,341 shares; 2025Q1: 5,589 shares; 2025Q2: 6,038 shares; 2025Q3: 6,332 shares; 2025Q4: 6,218 shares 6,218 $4.1M 0.22% -114 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: 24,252 shares; 2024Q4: 24,058 shares; 2025Q1: 23,958 shares; 2025Q2: 23,926 shares; 2025Q3: 23,694 shares; 2025Q4: 23,468 shares 23,468 $4.01M 0.21% -226 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,016 shares; 2024Q4: 14,841 shares; 2025Q1: 14,723 shares; 2025Q2: 14,567 shares; 2025Q3: 14,055 shares; 2025Q4: 13,690 shares 13,690 $3.97M 0.21% -365 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: 45,229 shares; 2024Q4: 45,348 shares; 2025Q1: 44,831 shares; 2025Q2: 44,384 shares; 2025Q3: 43,200 shares; 2025Q4: 42,040 shares 42,040 $3.94M 0.21% -1,160 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: 24,780 shares; 2024Q4: 24,780 shares; 2025Q1: 24,905 shares; 2025Q2: 24,890 shares; 2025Q3: 24,795 shares; 2025Q4: 23,885 shares 23,885 $3.82M 0.2% -910 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: 8,373 shares; 2024Q4: 8,268 shares; 2025Q1: 8,345 shares; 2025Q2: 8,307 shares; 2025Q3: 8,298 shares; 2025Q4: 8,146 shares 8,146 $3.8M 0.2% -152 Timeline DNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 69,111 shares 69,111 $3.38M 0.18% new 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: 16,578 shares; 2024Q4: 16,215 shares; 2025Q1: 15,950 shares; 2025Q2: 15,794 shares; 2025Q3: 15,681 shares; 2025Q4: 15,351 shares 15,351 $3.37M 0.18% -330 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,109 shares; 2024Q4: 47,786 shares; 2025Q1: 46,047 shares; 2025Q2: 45,108 shares; 2025Q3: 43,486 shares; 2025Q4: 42,045 shares 42,045 $3.32M 0.17% -1,441 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: 10,651 shares; 2024Q4: 10,596 shares; 2025Q1: 10,601 shares; 2025Q2: 10,746 shares; 2025Q3: 10,746 shares; 2025Q4: 10,671 shares 10,671 $3.29M 0.17% -75 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,875 shares; 2024Q4: 85,643 shares; 2025Q1: 86,559 shares; 2025Q2: 85,397 shares; 2025Q3: 85,623 shares; 2025Q4: 80,830 shares 80,830 $3.26M 0.17% -4,793 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: 4,738 shares; 2024Q4: 4,735 shares; 2025Q1: 4,822 shares; 2025Q2: 4,995 shares; 2025Q3: 4,983 shares; 2025Q4: 5,000 shares 5,000 $3.07M 0.16% +17 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: 6,134 shares; 2024Q4: 6,129 shares; 2025Q1: 6,175 shares; 2025Q2: 6,250 shares; 2025Q3: 6,284 shares; 2025Q4: 6,240 shares 6,240 $3.02M 0.16% -44 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,012 shares; 2024Q4: 26,859 shares; 2025Q1: 26,443 shares; 2025Q2: 26,881 shares; 2025Q3: 26,576 shares; 2025Q4: 26,059 shares 26,059 $3M 0.16% -517 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: 6,549 shares; 2024Q4: 6,424 shares; 2025Q1: 6,403 shares; 2025Q2: 6,357 shares; 2025Q3: 6,402 shares; 2025Q4: 6,280 shares 6,280 $2.92M 0.15% -122 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,939 shares; 2024Q4: 3,099 shares; 2025Q1: 5,198 shares; 2025Q2: 6,186 shares; 2025Q3: 6,543 shares; 2025Q4: 6,620 shares 6,620 $2.79M 0.15% +77 Timeline LKFN LAKELAND FINL CORP More: the full row for LAKELAND FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,744 shares; 2024Q4: 48,744 shares; 2025Q1: 48,744 shares; 2025Q2: 48,744 shares; 2025Q3: 48,744 shares; 2025Q4: 48,744 shares 48,744 $2.78M 0.15% 0 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: 29,565 shares; 2024Q4: 29,371 shares; 2025Q1: 28,949 shares; 2025Q2: 32,712 shares; 2025Q3: 33,131 shares; 2025Q4: 32,746 shares 32,746 $2.76M 0.14% -385 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: 46,395 shares; 2024Q4: 46,274 shares; 2025Q1: 45,964 shares; 2025Q2: 47,608 shares; 2025Q3: 48,114 shares; 2025Q4: 47,350 shares 47,350 $2.69M 0.14% -764 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: 34,178 shares; 2024Q4: 34,760 shares; 2025Q1: 33,581 shares; 2025Q2: 33,784 shares; 2025Q3: 33,466 shares; 2025Q4: 33,300 shares 33,300 $2.67M 0.14% -166 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,698 shares; 2024Q4: 53,680 shares; 2025Q1: 53,427 shares; 2025Q2: 49,223 shares; 2025Q3: 44,769 shares; 2025Q4: 41,586 shares 41,586 $2.65M 0.14% -3,183 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: 15,852 shares; 2024Q4: 15,925 shares; 2025Q1: 15,928 shares; 2025Q2: 16,151 shares; 2025Q3: 16,114 shares; 2025Q4: 14,814 shares 14,814 $2.63M 0.14% -1,300 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,931 shares; 2024Q4: 7,835 shares; 2025Q1: 7,735 shares; 2025Q2: 7,753 shares; 2025Q3: 7,547 shares; 2025Q4: 7,388 shares 7,388 $2.49M 0.13% -159 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,256 shares; 2024Q4: 3,376 shares; 2025Q1: 3,122 shares; 2025Q2: 3,722 shares; 2025Q3: 3,535 shares; 2025Q4: 3,526 shares 3,526 $2.42M 0.13% -9 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,777 shares; 2024Q4: 14,942 shares; 2025Q1: 14,661 shares; 2025Q2: 13,944 shares; 2025Q3: 13,871 shares; 2025Q4: 14,195 shares 14,195 $2.4M 0.13% +324 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: 16,908 shares; 2024Q4: 16,653 shares; 2025Q1: 16,677 shares; 2025Q2: 16,744 shares; 2025Q3: 16,559 shares; 2025Q4: 15,812 shares 15,812 $2.39M 0.13% -747 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,760 shares; 2024Q4: 23,633 shares; 2025Q1: 23,563 shares; 2025Q2: 23,680 shares; 2025Q3: 23,370 shares; 2025Q4: 22,862 shares 22,862 $2.28M 0.12% -508 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,593 shares; 2025Q1: 4,633 shares; 2025Q2: 4,633 shares; 2025Q3: 4,633 shares; 2025Q4: 4,633 shares 4,633 $2.23M 0.12% 0 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,566 shares; 2024Q4: 15,378 shares; 2025Q1: 15,378 shares; 2025Q2: 15,319 shares; 2025Q3: 15,319 shares; 2025Q4: 14,855 shares 14,855 $2.21M 0.12% -464 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,368 shares; 2024Q4: 18,154 shares; 2025Q1: 17,826 shares; 2025Q2: 17,399 shares; 2025Q3: 16,519 shares; 2025Q4: 16,459 shares 16,459 $2.15M 0.11% -60 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,455 shares; 2024Q4: 17,405 shares; 2025Q1: 16,975 shares; 2025Q2: 16,935 shares; 2025Q3: 21,720 shares; 2025Q4: 21,444 shares 21,444 $2.06M 0.11% -276 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: 5,712 shares; 2024Q4: 5,540 shares; 2025Q1: 5,652 shares; 2025Q2: 5,628 shares; 2025Q3: 5,626 shares; 2025Q4: 5,531 shares 5,531 $1.94M 0.1% -95 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: 10,529 shares; 2024Q4: 10,443 shares; 2025Q1: 10,212 shares; 2025Q2: 10,287 shares; 2025Q3: 8,548 shares; 2025Q4: 7,924 shares 7,924 $1.91M 0.1% -624 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,294 shares; 2024Q4: 8,991 shares; 2025Q1: 8,863 shares; 2025Q2: 8,710 shares; 2025Q3: 8,132 shares; 2025Q4: 7,399 shares 7,399 $1.83M 0.1% -733 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: 12,196 shares; 2024Q4: 12,369 shares; 2025Q1: 13,252 shares; 2025Q2: 13,662 shares; 2025Q3: 14,110 shares; 2025Q4: 13,309 shares 13,309 $1.82M 0.1% -801 Timeline DAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,188 shares; 2024Q4: 64,246 shares; 2025Q1: 57,820 shares; 2025Q2: not reported; 2025Q3: 40,054 shares; 2025Q4: 40,054 shares 40,054 $1.78M 0.09% 0 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,015 shares; 2024Q4: 23,954 shares; 2025Q1: 23,253 shares; 2025Q2: 22,001 shares; 2025Q3: 21,970 shares; 2025Q4: 21,970 shares 21,970 $1.77M 0.09% 0 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,533 shares; 2024Q4: 4,450 shares; 2025Q1: 4,908 shares; 2025Q2: 4,916 shares; 2025Q3: 7,347 shares; 2025Q4: 7,878 shares 7,878 $1.71M 0.09% +531 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: 2,655 shares; 2024Q4: 2,628 shares; 2025Q1: 2,791 shares; 2025Q2: 2,799 shares; 2025Q3: 2,715 shares; 2025Q4: 2,693 shares 2,693 $1.69M 0.09% -22 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: 2,544 shares; 2024Q4: 2,531 shares; 2025Q1: 2,532 shares; 2025Q2: 2,604 shares; 2025Q3: 2,582 shares; 2025Q4: 2,582 shares 2,582 $1.69M 0.09% 0 Timeline FAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 31,490 shares; 2025Q4: 31,393 shares 31,393 $1.66M 0.09% -97 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: 31,723 shares; 2024Q4: 28,776 shares; 2025Q1: 26,785 shares; 2025Q2: 26,435 shares; 2025Q3: 26,115 shares; 2025Q4: 25,247 shares 25,247 $1.61M 0.08% -868 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,919 shares; 2024Q4: 24,580 shares; 2025Q1: 23,101 shares; 2025Q2: 22,691 shares; 2025Q3: 21,790 shares; 2025Q4: 21,487 shares 21,487 $1.58M 0.08% -303 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: 5,519 shares; 2024Q4: 5,469 shares; 2025Q1: 5,839 shares; 2025Q2: 6,480 shares; 2025Q3: 6,241 shares; 2025Q4: 5,929 shares 5,929 $1.57M 0.08% -312 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: 7,252 shares; 2024Q4: 7,096 shares; 2025Q1: 7,009 shares; 2025Q2: 6,965 shares; 2025Q3: 6,925 shares; 2025Q4: 6,742 shares 6,742 $1.56M 0.08% -183 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: 20,445 shares; 2024Q4: 20,276 shares; 2025Q1: 20,367 shares; 2025Q2: 18,775 shares; 2025Q3: 17,872 shares; 2025Q4: 36,074 shares 36,074 $1.54M 0.08% +18,202 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,813 shares; 2024Q4: 32,098 shares; 2025Q1: 31,433 shares; 2025Q2: 30,495 shares; 2025Q3: 29,602 shares; 2025Q4: 28,858 shares 28,858 $1.54M 0.08% -744 Timeline DOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,673 shares; 2024Q4: 27,673 shares; 2025Q1: 27,457 shares; 2025Q2: 22,145 shares; 2025Q3: not reported; 2025Q4: 33,562 shares 33,562 $1.49M 0.08% new 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: 12,538 shares; 2024Q4: 12,504 shares; 2025Q1: 12,340 shares; 2025Q2: 14,852 shares; 2025Q3: 14,724 shares; 2025Q4: 11,957 shares 11,957 $1.47M 0.08% -2,767 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: 40,800 shares; 2024Q4: 40,474 shares; 2025Q1: 40,424 shares; 2025Q2: 39,696 shares; 2025Q3: 39,396 shares; 2025Q4: 38,488 shares 38,488 $1.42M 0.07% -908 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: 19,835 shares; 2024Q4: 19,430 shares; 2025Q1: 19,472 shares; 2025Q2: 19,212 shares; 2025Q3: 19,619 shares; 2025Q4: 19,766 shares 19,766 $1.38M 0.07% +147 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: 12,016 shares; 2024Q4: 12,016 shares; 2025Q1: 12,056 shares; 2025Q2: 12,111 shares; 2025Q3: 11,401 shares; 2025Q4: 11,384 shares 11,384 $1.36M 0.07% -17 Timeline SXI STANDEX INTL CORP More: the full row for STANDEX INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,626 shares; 2025Q3: 6,126 shares; 2025Q4: 6,126 shares 6,126 $1.33M 0.07% 0 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: 76,639 shares; 2024Q4: 68,935 shares; 2025Q1: 65,713 shares; 2025Q2: 59,220 shares; 2025Q3: 53,972 shares; 2025Q4: 53,370 shares 53,370 $1.33M 0.07% -602 Timeline DSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 29,472 shares 29,472 $1.32M 0.07% new 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: 30,007 shares; 2024Q4: 30,579 shares; 2025Q1: 30,082 shares; 2025Q2: 30,062 shares; 2025Q3: 26,071 shares; 2025Q4: 24,286 shares 24,286 $1.31M 0.07% -1,785 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,808 shares; 2024Q4: 2,781 shares; 2025Q1: 3,053 shares; 2025Q2: 3,635 shares; 2025Q3: 3,649 shares; 2025Q4: 4,098 shares 4,098 $1.31M 0.07% +449 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: 2,338 shares; 2024Q4: 4,894 shares; 2025Q1: 5,619 shares; 2025Q2: 6,058 shares; 2025Q3: 6,832 shares; 2025Q4: 6,052 shares 6,052 $1.3M 0.07% -780 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,559 shares; 2024Q4: 35,015 shares; 2025Q1: 34,471 shares; 2025Q2: 33,691 shares; 2025Q3: 33,114 shares; 2025Q4: 31,734 shares 31,734 $1.29M 0.07% -1,380 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: 1,262 shares; 2024Q4: 1,262 shares; 2025Q1: 1,262 shares; 2025Q2: 1,271 shares; 2025Q3: 1,266 shares; 2025Q4: 1,266 shares 1,266 $1.28M 0.07% 0 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,195 shares; 2024Q4: 19,089 shares; 2025Q1: 19,089 shares; 2025Q2: 19,125 shares; 2025Q3: 19,125 shares; 2025Q4: 18,939 shares 18,939 $1.27M 0.07% -186 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,043 shares; 2024Q4: 11,208 shares; 2025Q1: 11,232 shares; 2025Q2: 11,042 shares; 2025Q3: 10,921 shares; 2025Q4: 10,824 shares 10,824 $1.27M 0.07% -97 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: 23,652 shares; 2024Q4: 23,519 shares; 2025Q1: 23,432 shares; 2025Q2: 23,150 shares; 2025Q3: 22,650 shares; 2025Q4: 22,466 shares 22,466 $1.24M 0.07% -184 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,230 shares; 2024Q4: 13,145 shares; 2025Q1: 13,159 shares; 2025Q2: 13,207 shares; 2025Q3: 13,207 shares; 2025Q4: 13,185 shares 13,185 $1.23M 0.06% -22 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,918 shares; 2024Q4: 8,648 shares; 2025Q1: 8,096 shares; 2025Q2: 7,638 shares; 2025Q3: 7,364 shares; 2025Q4: 7,169 shares 7,169 $1.17M 0.06% -195 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,876 shares; 2024Q4: 13,440 shares; 2025Q1: 13,057 shares; 2025Q2: 12,623 shares; 2025Q3: 12,214 shares; 2025Q4: 11,808 shares 11,808 $1.13M 0.06% -406 Timeline FNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,000 shares; 2024Q4: 20,611 shares; 2025Q1: 20,611 shares; 2025Q2: 20,611 shares; 2025Q3: 20,611 shares; 2025Q4: 20,611 shares 20,611 $1.13M 0.06% 0 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,032 shares; 2025Q1: 1,007 shares; 2025Q2: 1,069 shares; 2025Q3: 1,069 shares; 2025Q4: 1,041 shares 1,041 $1.11M 0.06% -28 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: 4,114 shares; 2024Q4: 4,114 shares; 2025Q1: 4,114 shares; 2025Q2: 4,112 shares; 2025Q3: 4,134 shares; 2025Q4: 4,134 shares 4,134 $1.07M 0.06% 0 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,810 shares; 2024Q4: 8,720 shares; 2025Q1: 8,645 shares; 2025Q2: 8,676 shares; 2025Q3: 12,826 shares; 2025Q4: 12,501 shares 12,501 $1.06M 0.06% -325 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,889 shares; 2024Q4: 2,697 shares; 2025Q1: 2,915 shares; 2025Q2: 3,270 shares; 2025Q3: 3,236 shares; 2025Q4: 3,000 shares 3,000 $1.05M 0.06% -236 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: 3,768 shares; 2024Q4: 3,763 shares; 2025Q1: 3,763 shares; 2025Q2: 3,572 shares; 2025Q3: 3,572 shares; 2025Q4: 3,572 shares 3,572 $1.05M 0.06% 0 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,924 shares; 2024Q4: 5,924 shares; 2025Q1: 5,924 shares; 2025Q2: 5,959 shares; 2025Q3: 5,043 shares; 2025Q4: 5,043 shares 5,043 $1.04M 0.05% 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: 11,957 shares; 2024Q4: 11,580 shares; 2025Q1: 11,343 shares; 2025Q2: 11,200 shares; 2025Q3: 10,637 shares; 2025Q4: 10,264 shares 10,264 $1.04M 0.05% -373 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,802 shares; 2024Q4: 10,420 shares; 2025Q1: 10,868 shares; 2025Q2: 10,813 shares; 2025Q3: 10,829 shares; 2025Q4: 10,829 shares 10,829 $1.03M 0.05% 0 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,406 shares; 2024Q4: 11,693 shares; 2025Q1: 11,693 shares; 2025Q2: 11,693 shares; 2025Q3: 11,406 shares; 2025Q4: 11,406 shares 11,406 $999K 0.05% 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: 4,685 shares; 2024Q4: 4,700 shares; 2025Q1: 4,380 shares; 2025Q2: 4,380 shares; 2025Q3: 5,402 shares; 2025Q4: 5,143 shares 5,143 $982K 0.05% -259 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,424 shares; 2024Q4: 9,424 shares; 2025Q1: 9,424 shares; 2025Q2: 9,424 shares; 2025Q3: 9,424 shares; 2025Q4: 9,424 shares 9,424 $981K 0.05% 0 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,543 shares; 2024Q4: 25,219 shares; 2025Q1: 24,633 shares; 2025Q2: 23,323 shares; 2025Q3: 23,323 shares; 2025Q4: 23,323 shares 23,323 $974K 0.05% 0 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,048 shares; 2024Q4: 7,006 shares; 2025Q1: 7,009 shares; 2025Q2: 7,076 shares; 2025Q3: 7,408 shares; 2025Q4: 7,158 shares 7,158 $950K 0.05% -250 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: 14,281 shares; 2024Q4: 12,336 shares; 2025Q1: 11,089 shares; 2025Q2: 11,580 shares; 2025Q3: 11,889 shares; 2025Q4: 11,888 shares 11,888 $943K 0.05% -1 Timeline DJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,460 shares; 2025Q4: 19,735 shares 19,735 $939K 0.05% -725 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,631 shares; 2024Q4: 29,261 shares; 2025Q1: 27,938 shares; 2025Q2: 28,610 shares; 2025Q3: 28,431 shares; 2025Q4: 26,981 shares 26,981 $937K 0.05% -1,450 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,872 shares; 2024Q4: 2,988 shares; 2025Q1: 2,923 shares; 2025Q2: 2,934 shares; 2025Q3: 2,915 shares; 2025Q4: 2,820 shares 2,820 $923K 0.05% -95 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,844 shares; 2024Q4: 1,844 shares; 2025Q1: 1,771 shares; 2025Q2: 1,740 shares; 2025Q3: 1,800 shares; 2025Q4: 1,800 shares 1,800 $919K 0.05% 0 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,162 shares; 2024Q4: 3,027 shares; 2025Q1: 3,116 shares; 2025Q2: 3,068 shares; 2025Q3: 3,022 shares; 2025Q4: 2,922 shares 2,922 $912K 0.05% -100 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,075 shares; 2024Q4: 37,970 shares; 2025Q1: 37,359 shares; 2025Q2: 36,974 shares; 2025Q3: 35,917 shares; 2025Q4: 35,866 shares 35,866 $891K 0.05% -51 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: 5,464 shares; 2024Q4: 5,207 shares; 2025Q1: 5,069 shares; 2025Q2: 6,237 shares; 2025Q3: 7,441 shares; 2025Q4: 6,940 shares 6,940 $873K 0.05% -501 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,538 shares; 2024Q4: 10,420 shares; 2025Q1: 10,420 shares; 2025Q2: 10,207 shares; 2025Q3: 10,194 shares; 2025Q4: 10,194 shares 10,194 $869K 0.05% 0 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,937 shares; 2024Q4: 3,677 shares; 2025Q1: 3,563 shares; 2025Q2: 3,612 shares; 2025Q3: 3,561 shares; 2025Q4: 3,455 shares 3,455 $851K 0.04% -106 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,403 shares; 2024Q4: 20,698 shares; 2025Q1: 20,333 shares; 2025Q2: 20,022 shares; 2025Q3: 18,224 shares; 2025Q4: 17,719 shares 17,719 $848K 0.04% -505 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: 6,103 shares; 2024Q4: 6,123 shares; 2025Q1: 6,162 shares; 2025Q2: 6,255 shares; 2025Q3: 6,221 shares; 2025Q4: 6,221 shares 6,221 $803K 0.04% 0 Timeline CTS CTS CORP More: the full row for CTS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,351 shares; 2024Q4: 18,172 shares; 2025Q1: 18,172 shares; 2025Q2: 18,172 shares; 2025Q3: 18,172 shares; 2025Q4: 18,172 shares 18,172 $779K 0.04% 0 Timeline IESC IES HOLDINGS INC More: the full row for IES HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares 2,000 $778K 0.04% 0 Timeline FBT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,336 shares; 2024Q4: 4,334 shares; 2025Q1: 4,334 shares; 2025Q2: 3,757 shares; 2025Q3: 3,757 shares; 2025Q4: 3,747 shares 3,747 $774K 0.04% -10 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,417 shares; 2024Q4: 29,672 shares; 2025Q1: 28,654 shares; 2025Q2: 25,942 shares; 2025Q3: 20,391 shares; 2025Q4: 20,298 shares 20,298 $749K 0.04% -93 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,900 shares; 2024Q4: 27,638 shares; 2025Q1: 27,063 shares; 2025Q2: 19,279 shares; 2025Q3: 35,960 shares; 2025Q4: 35,960 shares 35,960 $742K 0.04% 0 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,975 shares; 2024Q4: 15,226 shares; 2025Q1: 15,331 shares; 2025Q2: 14,848 shares; 2025Q3: 13,901 shares; 2025Q4: 12,712 shares 12,712 $742K 0.04% -1,189 Timeline CBT CABOT CORP More: the full row for CABOT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,606 shares; 2024Q4: 11,606 shares; 2025Q1: 11,606 shares; 2025Q2: 11,128 shares; 2025Q3: 11,128 shares; 2025Q4: 11,128 shares 11,128 $738K 0.04% 0 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,550 shares; 2024Q4: 1,668 shares; 2025Q1: 1,736 shares; 2025Q2: 1,736 shares; 2025Q3: 1,736 shares; 2025Q4: 5,072 shares 5,072 $730K 0.04% +3,336 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,396 shares; 2024Q4: 4,886 shares; 2025Q1: 4,918 shares; 2025Q2: 4,802 shares; 2025Q3: 4,728 shares; 2025Q4: 4,593 shares 4,593 $711K 0.04% -135 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,518 shares; 2024Q4: 4,544 shares; 2025Q1: 4,572 shares; 2025Q2: 4,544 shares; 2025Q3: 4,544 shares; 2025Q4: 4,299 shares 4,299 $699K 0.04% -245 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,500 shares; 2024Q4: 18,393 shares; 2025Q1: 18,091 shares; 2025Q2: 17,825 shares; 2025Q3: 17,199 shares; 2025Q4: 17,199 shares 17,199 $691K 0.04% 0 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,881 shares; 2024Q4: 12,435 shares; 2025Q1: 12,507 shares; 2025Q2: 11,350 shares; 2025Q3: 11,350 shares; 2025Q4: 10,744 shares 10,744 $682K 0.04% -606 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: 9,593 shares; 2024Q4: 9,273 shares; 2025Q1: 9,227 shares; 2025Q2: 8,100 shares; 2025Q3: 7,725 shares; 2025Q4: 7,605 shares 7,605 $662K 0.03% -120 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,010 shares; 2024Q4: 6,010 shares; 2025Q1: 6,010 shares; 2025Q2: 6,846 shares; 2025Q3: 6,060 shares; 2025Q4: 6,060 shares 6,060 $649K 0.03% 0 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,286 shares; 2024Q4: 4,336 shares; 2025Q1: 4,440 shares; 2025Q2: 3,752 shares; 2025Q3: 3,828 shares; 2025Q4: 3,945 shares 3,945 $642K 0.03% +117 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,085 shares 7,085 $634K 0.03% new Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,137 shares; 2024Q4: 1,083 shares; 2025Q1: 1,084 shares; 2025Q2: 1,084 shares; 2025Q3: 1,084 shares; 2025Q4: 938 shares 938 $621K 0.03% -146 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,657 shares; 2024Q4: 1,657 shares; 2025Q1: 1,601 shares; 2025Q2: 1,575 shares; 2025Q3: 1,575 shares; 2025Q4: 1,575 shares 1,575 $613K 0.03% 0 Timeline HBNC HORIZON BANCORP IND More: the full row for HORIZON BANCORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,321 shares; 2024Q4: 36,000 shares; 2025Q1: 36,177 shares; 2025Q2: 36,177 shares; 2025Q3: 36,000 shares; 2025Q4: 36,000 shares 36,000 $611K 0.03% 0 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,803 shares 6,803 $608K 0.03% new 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: 4,757 shares; 2024Q4: 4,555 shares; 2025Q1: 4,495 shares; 2025Q2: 4,924 shares; 2025Q3: 4,874 shares; 2025Q4: 2,835 shares 2,835 $601K 0.03% -2,039 Timeline QMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,500 shares; 2024Q4: 22,500 shares; 2025Q1: 22,500 shares; 2025Q2: 22,500 shares; 2025Q3: 22,500 shares; 2025Q4: 18,000 shares 18,000 $594K 0.03% -4,500 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: 2,351 shares; 2024Q4: 2,369 shares; 2025Q1: 2,372 shares; 2025Q2: 2,157 shares; 2025Q3: 2,295 shares; 2025Q4: 2,295 shares 2,295 $590K 0.03% 0 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,687 shares; 2024Q4: 1,691 shares; 2025Q1: 1,635 shares; 2025Q2: 1,895 shares; 2025Q3: 1,928 shares; 2025Q4: 1,768 shares 1,768 $584K 0.03% -160 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,610 shares; 2024Q4: 3,479 shares; 2025Q1: 2,705 shares; 2025Q2: 3,127 shares; 2025Q3: 3,037 shares; 2025Q4: 3,037 shares 3,037 $582K 0.03% 0 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,839 shares; 2024Q4: 1,839 shares; 2025Q1: 1,850 shares; 2025Q2: 1,857 shares; 2025Q3: 1,953 shares; 2025Q4: 2,118 shares 2,118 $574K 0.03% +165 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,709 shares; 2024Q4: 3,709 shares; 2025Q1: 3,709 shares; 2025Q2: 3,709 shares; 2025Q3: 3,704 shares; 2025Q4: 12,644 shares 12,644 $573K 0.03% +8,940 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,976 shares; 2024Q4: 1,923 shares; 2025Q1: 1,859 shares; 2025Q2: 1,828 shares; 2025Q3: 1,708 shares; 2025Q4: 1,633 shares 1,633 $572K 0.03% -75 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,024 shares; 2024Q4: 1,036 shares; 2025Q1: 1,024 shares; 2025Q2: 996 shares; 2025Q3: 996 shares; 2025Q4: 996 shares 996 $568K 0.03% 0 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: 1,130 shares; 2024Q4: 1,130 shares; 2025Q1: 1,105 shares; 2025Q2: 1,664 shares; 2025Q3: 1,706 shares; 2025Q4: 1,691 shares 1,691 $567K 0.03% -15 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: 642 shares; 2024Q4: 653 shares; 2025Q1: 653 shares; 2025Q2: 642 shares; 2025Q3: 636 shares; 2025Q4: 633 shares 633 $556K 0.03% -3 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: 23,569 shares; 2024Q4: 23,209 shares; 2025Q1: 21,852 shares; 2025Q2: 21,159 shares; 2025Q3: 20,082 shares; 2025Q4: 18,250 shares 18,250 $545K 0.03% -1,832 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: 5,269 shares; 2024Q4: 5,349 shares; 2025Q1: 5,303 shares; 2025Q2: 5,218 shares; 2025Q3: 5,208 shares; 2025Q4: 5,058 shares 5,058 $531K 0.03% -150 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,802 shares; 2024Q4: 3,802 shares; 2025Q1: 3,802 shares; 2025Q2: 3,802 shares; 2025Q3: 3,802 shares; 2025Q4: 3,652 shares 3,652 $515K 0.03% -150 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,300 shares; 2024Q4: 10,919 shares; 2025Q1: 10,872 shares; 2025Q2: 10,818 shares; 2025Q3: 10,818 shares; 2025Q4: 10,818 shares 10,818 $497K 0.03% 0 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 631 shares; 2024Q4: 606 shares; 2025Q1: 586 shares; 2025Q2: 583 shares; 2025Q3: 568 shares; 2025Q4: 563 shares 563 $495K 0.03% -5 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: 1,476 shares; 2024Q4: 1,570 shares; 2025Q1: 1,570 shares; 2025Q2: 1,738 shares; 2025Q3: 1,634 shares; 2025Q4: 1,611 shares 1,611 $490K 0.03% -23 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,757 shares; 2024Q4: 8,879 shares; 2025Q1: 8,883 shares; 2025Q2: 9,371 shares; 2025Q3: 9,249 shares; 2025Q4: 9,249 shares 9,249 $489K 0.03% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,228 shares 7,228 $486K 0.03% new Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,500 shares; 2024Q4: not reported; 2025Q1: 7,500 shares; 2025Q2: 7,500 shares; 2025Q3: 7,500 shares; 2025Q4: 7,500 shares 7,500 $483K 0.03% 0 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: 5,761 shares; 2024Q4: 5,761 shares; 2025Q1: 5,761 shares; 2025Q2: 5,761 shares; 2025Q3: 5,753 shares; 2025Q4: 5,753 shares 5,753 $477K 0.03% 0 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,780 shares; 2024Q4: 1,420 shares; 2025Q1: 1,685 shares; 2025Q2: 1,673 shares; 2025Q3: 1,615 shares; 2025Q4: 1,274 shares 1,274 $476K 0.02% -341 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: 4,129 shares; 2024Q4: 4,223 shares; 2025Q1: 4,150 shares; 2025Q2: 5,518 shares; 2025Q3: 5,501 shares; 2025Q4: 5,451 shares 5,451 $475K 0.02% -50 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,818 shares; 2024Q4: 1,847 shares; 2025Q1: 1,819 shares; 2025Q2: 1,820 shares; 2025Q3: 1,735 shares; 2025Q4: 1,635 shares 1,635 $472K 0.02% -100 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,080 shares; 2024Q4: 10,080 shares; 2025Q1: 10,080 shares; 2025Q2: 10,080 shares; 2025Q3: 9,880 shares; 2025Q4: 9,880 shares 9,880 $472K 0.02% 0 Timeline GRAL GRAIL INC More: the full row for GRAIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,487 shares; 2025Q2: 10,042 shares; 2025Q3: 10,042 shares; 2025Q4: 5,497 shares 5,497 $470K 0.02% -4,545 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,132 shares; 2024Q4: 6,107 shares; 2025Q1: 6,107 shares; 2025Q2: 5,866 shares; 2025Q3: 5,866 shares; 2025Q4: 5,862 shares 5,862 $465K 0.02% -4 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,654 shares; 2024Q4: 1,654 shares; 2025Q1: 1,655 shares; 2025Q2: 1,674 shares; 2025Q3: 1,674 shares; 2025Q4: 1,674 shares 1,674 $461K 0.02% 0 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,210 shares; 2024Q4: 15,565 shares; 2025Q1: 16,669 shares; 2025Q2: 16,669 shares; 2025Q3: 16,669 shares; 2025Q4: 16,469 shares 16,469 $452K 0.02% -200 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,646 shares; 2024Q4: 1,630 shares; 2025Q1: 1,642 shares; 2025Q2: 1,639 shares; 2025Q3: 1,639 shares; 2025Q4: 1,626 shares 1,626 $444K 0.02% -13 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,742 shares; 2024Q4: 2,988 shares; 2025Q1: 2,938 shares; 2025Q2: 2,931 shares; 2025Q3: 2,713 shares; 2025Q4: 2,713 shares 2,713 $435K 0.02% 0 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,936 shares; 2024Q4: 7,936 shares; 2025Q1: 7,856 shares; 2025Q2: 7,783 shares; 2025Q3: 7,544 shares; 2025Q4: 7,367 shares 7,367 $432K 0.02% -177 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,549 shares; 2024Q4: 10,885 shares; 2025Q1: 11,018 shares; 2025Q2: 11,610 shares; 2025Q3: 11,726 shares; 2025Q4: 11,164 shares 11,164 $428K 0.02% -562 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,387 shares; 2024Q4: 5,431 shares; 2025Q1: 5,548 shares; 2025Q2: 6,070 shares; 2025Q3: 4,407 shares; 2025Q4: 4,152 shares 4,152 $412K 0.02% -255 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: 987 shares; 2024Q4: 1,042 shares; 2025Q1: 1,144 shares; 2025Q2: 1,168 shares; 2025Q3: 1,153 shares; 2025Q4: 913 shares 913 $411K 0.02% -240 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: 8,079 shares; 2024Q4: 6,789 shares; 2025Q1: 6,789 shares; 2025Q2: 5,689 shares; 2025Q3: 5,689 shares; 2025Q4: 9,142 shares 9,142 $409K 0.02% +3,453 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,121 shares; 2024Q4: 2,371 shares; 2025Q1: 2,348 shares; 2025Q2: 2,322 shares; 2025Q3: 2,292 shares; 2025Q4: 2,312 shares 2,312 $406K 0.02% +20 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,988 shares; 2025Q3: 12,001 shares; 2025Q4: 12,001 shares 12,001 $406K 0.02% 0 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,119 shares; 2024Q4: 21,466 shares; 2025Q1: 21,125 shares; 2025Q2: 21,417 shares; 2025Q3: 21,417 shares; 2025Q4: 17,235 shares 17,235 $403K 0.02% -4,182 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: 1,273 shares; 2024Q4: 1,383 shares; 2025Q1: 1,373 shares; 2025Q2: 1,371 shares; 2025Q3: 1,371 shares; 2025Q4: 1,371 shares 1,371 $398K 0.02% 0 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,994 shares; 2024Q4: 22,994 shares; 2025Q1: 22,994 shares; 2025Q2: 22,994 shares; 2025Q3: 22,994 shares; 2025Q4: 23,894 shares 23,894 $394K 0.02% +900 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,463 shares; 2024Q4: 7,735 shares; 2025Q1: 7,896 shares; 2025Q2: 8,577 shares; 2025Q3: 8,114 shares; 2025Q4: 7,980 shares 7,980 $393K 0.02% -134 Timeline IVOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,404 shares; 2024Q4: 3,404 shares; 2025Q1: 3,404 shares; 2025Q2: 3,404 shares; 2025Q3: 3,404 shares; 2025Q4: 3,404 shares 3,404 $381K 0.02% 0 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,547 shares; 2024Q4: 2,431 shares; 2025Q1: 2,406 shares; 2025Q2: 2,254 shares; 2025Q3: 2,244 shares; 2025Q4: 2,170 shares 2,170 $376K 0.02% -74 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: 1,506 shares; 2024Q4: 1,554 shares; 2025Q1: 1,539 shares; 2025Q2: 1,589 shares; 2025Q3: 1,554 shares; 2025Q4: 1,398 shares 1,398 $375K 0.02% -156 Timeline KD KYNDRYL HLDGS INC More: the full row for KYNDRYL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,431 shares; 2024Q4: 13,405 shares; 2025Q1: 13,489 shares; 2025Q2: 13,405 shares; 2025Q3: 13,405 shares; 2025Q4: 13,405 shares 13,405 $356K 0.02% 0 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 431 shares; 2024Q4: 431 shares; 2025Q1: 431 shares; 2025Q2: 434 shares; 2025Q3: 434 shares; 2025Q4: 434 shares 434 $356K 0.02% 0 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: 4,429 shares; 2024Q4: 4,411 shares; 2025Q1: 4,348 shares; 2025Q2: 4,526 shares; 2025Q3: 4,516 shares; 2025Q4: 4,045 shares 4,045 $353K 0.02% -471 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,724 shares 3,724 $351K 0.02% new 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: 3,194 shares; 2024Q4: 3,144 shares; 2025Q1: 3,144 shares; 2025Q2: 3,155 shares; 2025Q3: 3,155 shares; 2025Q4: 3,155 shares 3,155 $348K 0.02% 0 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,628 shares; 2024Q4: 2,603 shares; 2025Q1: 2,603 shares; 2025Q2: 2,600 shares; 2025Q3: 2,600 shares; 2025Q4: 2,600 shares 2,600 $344K 0.02% 0 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,664 shares; 2024Q4: 7,523 shares; 2025Q1: 7,095 shares; 2025Q2: 7,393 shares; 2025Q3: 6,785 shares; 2025Q4: 3,810 shares 3,810 $343K 0.02% -2,975 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: not reported; 2024Q4: 4,321 shares; 2025Q1: 4,321 shares; 2025Q2: 4,635 shares; 2025Q3: 4,635 shares; 2025Q4: 6,255 shares 6,255 $343K 0.02% +1,620 Timeline RAL RALLIANT CORP More: the full row for RALLIANT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,819 shares; 2025Q4: 6,637 shares 6,637 $338K 0.02% -182 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,074 shares; 2024Q4: 6,115 shares; 2025Q1: 5,828 shares; 2025Q2: 5,822 shares; 2025Q3: 5,822 shares; 2025Q4: 5,822 shares 5,822 $336K 0.02% 0 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,583 shares; 2024Q4: 1,590 shares; 2025Q1: 1,583 shares; 2025Q2: 1,583 shares; 2025Q3: 1,583 shares; 2025Q4: 1,583 shares 1,583 $335K 0.02% 0 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,255 shares; 2024Q4: 2,255 shares; 2025Q1: 1,989 shares; 2025Q2: 1,844 shares; 2025Q3: 1,844 shares; 2025Q4: 1,819 shares 1,819 $335K 0.02% -25 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: 354 shares; 2024Q4: 362 shares; 2025Q1: 339 shares; 2025Q2: 394 shares; 2025Q3: 355 shares; 2025Q4: 3,565 shares 3,565 $334K 0.02% +3,210 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,951 shares; 2024Q4: 5,845 shares; 2025Q1: 5,845 shares; 2025Q2: 5,771 shares; 2025Q3: 5,757 shares; 2025Q4: 5,757 shares 5,757 $331K 0.02% 0 Timeline ONB OLD NATL BANCORP IND More: the full row for OLD NATL BANCORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,062 shares; 2024Q4: 19,021 shares; 2025Q1: 16,694 shares; 2025Q2: 14,804 shares; 2025Q3: 14,804 shares; 2025Q4: 14,733 shares 14,733 $329K 0.02% -71 Timeline FJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,850 shares; 2024Q4: 5,850 shares; 2025Q1: 6,278 shares; 2025Q2: 6,278 shares; 2025Q3: 6,278 shares; 2025Q4: 6,278 shares 6,278 $325K 0.02% 0 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: 1,351 shares; 2024Q4: 1,351 shares; 2025Q1: 1,351 shares; 2025Q2: 1,286 shares; 2025Q3: 1,265 shares; 2025Q4: 1,265 shares 1,265 $324K 0.02% 0 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 879 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 940 shares; 2025Q3: 914 shares; 2025Q4: 914 shares 914 $323K 0.02% 0 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,433 shares; 2025Q3: 5,369 shares; 2025Q4: 5,369 shares 5,369 $320K 0.02% 0 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,231 shares; 2024Q4: 3,288 shares; 2025Q1: 3,206 shares; 2025Q2: 3,021 shares; 2025Q3: 3,021 shares; 2025Q4: 3,021 shares 3,021 $319K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,968 shares; 2025Q4: 1,968 shares 1,968 $317K 0.02% 0 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,720 shares 6,720 $314K 0.02% new 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: 6,963 shares; 2024Q4: 6,643 shares; 2025Q1: 6,435 shares; 2025Q2: 5,653 shares; 2025Q3: 5,792 shares; 2025Q4: 5,792 shares 5,792 $312K 0.02% 0 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,740 shares; 2024Q4: 1,740 shares; 2025Q1: 1,740 shares; 2025Q2: 1,693 shares; 2025Q3: 1,693 shares; 2025Q4: 1,470 shares 1,470 $312K 0.02% -223 Timeline REZI RESIDEO TECHNOLOGIES INC More: the full row for RESIDEO TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,608 shares; 2025Q4: 8,608 shares 8,608 $302K 0.02% 0 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,500 shares; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,502 shares; 2025Q3: 1,521 shares; 2025Q4: 1,929 shares 1,929 $299K 0.02% +408 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: 542 shares; 2024Q4: 557 shares; 2025Q1: 614 shares; 2025Q2: 606 shares; 2025Q3: 606 shares; 2025Q4: 593 shares 593 $289K 0.02% -13 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,652 shares; 2024Q4: 1,504 shares; 2025Q1: 1,504 shares; 2025Q2: 1,520 shares; 2025Q3: 1,520 shares; 2025Q4: 1,520 shares 1,520 $286K 0.01% 0 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,915 shares; 2024Q4: 3,706 shares; 2025Q1: 3,693 shares; 2025Q2: 3,651 shares; 2025Q3: 3,300 shares; 2025Q4: 3,300 shares 3,300 $282K 0.01% 0 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,272 shares; 2025Q3: 2,272 shares; 2025Q4: 2,272 shares 2,272 $279K 0.01% 0 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,962 shares; 2024Q4: 6,748 shares; 2025Q1: 6,624 shares; 2025Q2: 6,336 shares; 2025Q3: 6,336 shares; 2025Q4: 5,901 shares 5,901 $274K 0.01% -435 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: 1,186 shares; 2024Q4: 1,256 shares; 2025Q1: 1,257 shares; 2025Q2: 1,272 shares; 2025Q3: 1,202 shares; 2025Q4: 1,195 shares 1,195 $272K 0.01% -7 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,564 shares; 2025Q3: 1,564 shares; 2025Q4: 1,564 shares 1,564 $265K 0.01% 0 Timeline FAD FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,606 shares; 2024Q4: 1,606 shares; 2025Q1: 1,606 shares; 2025Q2: 1,606 shares; 2025Q3: 1,606 shares; 2025Q4: 1,606 shares 1,606 $260K 0.01% 0 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,250 shares; 2024Q4: 2,984 shares; 2025Q1: 2,932 shares; 2025Q2: 2,940 shares; 2025Q3: 2,940 shares; 2025Q4: 2,940 shares 2,940 $260K 0.01% 0 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: 3,445 shares; 2024Q4: 3,236 shares; 2025Q1: 3,236 shares; 2025Q2: 3,086 shares; 2025Q3: 3,072 shares; 2025Q4: 3,072 shares 3,072 $252K 0.01% 0 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,450 shares; 2025Q1: 4,450 shares; 2025Q2: 4,450 shares; 2025Q3: 4,750 shares; 2025Q4: 5,025 shares 5,025 $249K 0.01% +275 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,719 shares; 2024Q4: 3,713 shares; 2025Q1: 3,697 shares; 2025Q2: 2,726 shares; 2025Q3: 2,721 shares; 2025Q4: 2,455 shares 2,455 $245K 0.01% -266 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,622 shares; 2025Q4: 2,622 shares 2,622 $241K 0.01% 0 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,986 shares 1,986 $234K 0.01% new Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,921 shares; 2024Q4: 4,921 shares; 2025Q1: not reported; 2025Q2: 4,921 shares; 2025Q3: 4,921 shares; 2025Q4: 4,921 shares 4,921 $230K 0.01% 0 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,080 shares; 2024Q4: 1,080 shares; 2025Q1: 1,080 shares; 2025Q2: 935 shares; 2025Q3: 909 shares; 2025Q4: 900 shares 900 $225K 0.01% -9 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 817 shares 817 $225K 0.01% new Timeline THO THOR INDS INC More: the full row for THOR INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,148 shares; 2024Q4: 2,148 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,191 shares; 2025Q4: 2,148 shares 2,148 $221K 0.01% -43 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,655 shares; 2024Q4: 1,655 shares; 2025Q1: 1,405 shares; 2025Q2: 1,210 shares; 2025Q3: 1,050 shares; 2025Q4: 1,050 shares 1,050 $219K 0.01% 0 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 903 shares 903 $219K 0.01% new Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 866 shares; 2025Q2: 668 shares; 2025Q3: 668 shares; 2025Q4: 645 shares 645 $218K 0.01% -23 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 823 shares; 2025Q4: 823 shares 823 $216K 0.01% 0 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,023 shares; 2025Q2: 3,075 shares; 2025Q3: 3,075 shares; 2025Q4: 3,075 shares 3,075 $216K 0.01% 0 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: not reported; 2024Q4: 63 shares; 2025Q1: 63 shares; 2025Q2: 63 shares; 2025Q3: 63 shares; 2025Q4: 63 shares 63 $214K 0.01% 0 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,059 shares; 2025Q3: 3,059 shares; 2025Q4: 2,878 shares 2,878 $211K 0.01% -181 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,270 shares; 2025Q4: 2,270 shares 2,270 $210K 0.01% 0 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,394 shares 2,394 $200K 0.01% new Timeline WEN WENDYS CO More: the full row for WENDYS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,085 shares; 2024Q4: 15,085 shares; 2025Q1: 15,085 shares; 2025Q2: 14,585 shares; 2025Q3: 14,585 shares; 2025Q4: 12,905 shares 12,905 $107K 0.01% -1,680 Timeline