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: 337,722 shares; 2024Q4: 336,568 shares; 2025Q1: 336,317 shares; 2025Q2: 334,617 shares; 2025Q3: 334,617 shares; 2025Q4: 334,410 shares 334,410 $21.3M 7.15% -207 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: 36,211 shares; 2024Q4: 36,825 shares; 2025Q1: 38,717 shares; 2025Q2: 39,650 shares; 2025Q3: 38,812 shares; 2025Q4: 38,839 shares 38,839 $18.8M 6.3% +27 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: 24,329 shares; 2024Q4: 23,238 shares; 2025Q1: 24,366 shares; 2025Q2: 24,270 shares; 2025Q3: 28,325 shares; 2025Q4: 28,228 shares 28,228 $7.67M 2.58% -97 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: 11,652 shares; 2024Q4: 11,084 shares; 2025Q1: 11,060 shares; 2025Q2: 11,069 shares; 2025Q3: 17,752 shares; 2025Q4: 17,592 shares 17,592 $5.67M 1.9% -160 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: 68,741 shares; 2024Q4: 65,950 shares; 2025Q1: 69,292 shares; 2025Q2: 63,346 shares; 2025Q3: 61,759 shares; 2025Q4: 59,896 shares 59,896 $4.61M 1.55% -1,863 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: 50,038 shares; 2024Q4: 47,152 shares; 2025Q1: 47,505 shares; 2025Q2: 50,607 shares; 2025Q3: 45,563 shares; 2025Q4: 45,711 shares 45,711 $4.39M 1.47% +148 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: 4,979 shares; 2024Q4: 5,001 shares; 2025Q1: 7,090 shares; 2025Q2: 8,143 shares; 2025Q3: 18,316 shares; 2025Q4: 18,468 shares 18,468 $4.26M 1.43% +152 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: 8,100 shares; 2024Q4: 7,232 shares; 2025Q1: 9,430 shares; 2025Q2: 9,430 shares; 2025Q3: 9,432 shares; 2025Q4: 10,674 shares 10,674 $4.23M 1.42% +1,242 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: 5,134 shares; 2024Q4: 5,097 shares; 2025Q1: 5,869 shares; 2025Q2: 5,434 shares; 2025Q3: 13,435 shares; 2025Q4: 13,799 shares 13,799 $4.09M 1.37% +364 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: 54,621 shares; 2024Q4: 50,512 shares; 2025Q1: 50,673 shares; 2025Q2: 50,465 shares; 2025Q3: 45,110 shares; 2025Q4: 41,884 shares 41,884 $3.9M 1.31% -3,226 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,585 shares; 2024Q4: 36,878 shares; 2025Q1: 36,630 shares; 2025Q2: 35,722 shares; 2025Q3: 36,897 shares; 2025Q4: 32,701 shares 32,701 $3.82M 1.28% -4,196 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: 18,515 shares; 2024Q4: 18,009 shares; 2025Q1: 18,269 shares; 2025Q2: 17,623 shares; 2025Q3: 17,402 shares; 2025Q4: 16,571 shares 16,571 $3.43M 1.15% -831 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: 12,133 shares; 2024Q4: 11,719 shares; 2025Q1: 12,007 shares; 2025Q2: 11,522 shares; 2025Q3: 13,498 shares; 2025Q4: 14,224 shares 14,224 $3.29M 1.1% +726 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,861 shares; 2024Q4: 66,830 shares; 2025Q1: 62,449 shares; 2025Q2: 61,434 shares; 2025Q3: 60,773 shares; 2025Q4: 65,404 shares 65,404 $3.17M 1.06% +4,631 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: 11,236 shares; 2024Q4: 10,484 shares; 2025Q1: 10,176 shares; 2025Q2: 10,473 shares; 2025Q3: 9,588 shares; 2025Q4: 9,111 shares 9,111 $3.15M 1.06% -477 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: 63,285 shares; 2024Q4: 61,050 shares; 2025Q1: 59,991 shares; 2025Q2: 57,305 shares; 2025Q3: 66,562 shares; 2025Q4: 58,080 shares 58,080 $3.13M 1.05% -8,482 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,261 shares; 2024Q4: 16,387 shares; 2025Q1: 18,794 shares; 2025Q2: 18,178 shares; 2025Q3: 17,974 shares; 2025Q4: 17,154 shares 17,154 $3.12M 1.05% -820 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: not reported; 2024Q4: 15,669 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,340 shares 16,340 $3.12M 1.05% new 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: 17,369 shares; 2024Q4: 17,118 shares; 2025Q1: 16,605 shares; 2025Q2: 16,921 shares; 2025Q3: 16,993 shares; 2025Q4: 19,134 shares 19,134 $3.07M 1.03% +2,141 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: 47,171 shares; 2024Q4: 45,791 shares; 2025Q1: 47,731 shares; 2025Q2: 46,440 shares; 2025Q3: 45,890 shares; 2025Q4: 43,649 shares 43,649 $3.05M 1.02% -2,241 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: 13,619 shares; 2024Q4: 13,059 shares; 2025Q1: 12,982 shares; 2025Q2: 12,633 shares; 2025Q3: 9,170 shares; 2025Q4: 8,738 shares 8,738 $3.01M 1.01% -432 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: 3,478 shares; 2024Q4: 3,488 shares; 2025Q1: 3,463 shares; 2025Q2: 3,466 shares; 2025Q3: 3,466 shares; 2025Q4: 3,466 shares 3,466 $2.99M 1% 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: 19,100 shares; 2024Q4: 17,982 shares; 2025Q1: 19,286 shares; 2025Q2: 17,349 shares; 2025Q3: 12,277 shares; 2025Q4: 14,258 shares 14,258 $2.93M 0.98% +1,981 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: 4,217 shares; 2024Q4: 4,346 shares; 2025Q1: 3,792 shares; 2025Q2: 4,102 shares; 2025Q3: 10,721 shares; 2025Q4: 9,008 shares 9,008 $2.83M 0.95% -1,713 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: 23,878 shares; 2024Q4: 23,878 shares; 2025Q1: 25,533 shares; 2025Q2: 25,410 shares; 2025Q3: 25,472 shares; 2025Q4: 25,066 shares 25,066 $2.79M 0.94% -406 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: 66,244 shares; 2024Q4: 48,172 shares; 2025Q1: 60,844 shares; 2025Q2: 62,839 shares; 2025Q3: 76,311 shares; 2025Q4: 77,524 shares 77,524 $2.69M 0.9% +1,213 Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,330 shares; 2024Q4: 1,255 shares; 2025Q1: 1,235 shares; 2025Q2: 1,217 shares; 2025Q3: 1,229 shares; 2025Q4: 1,238 shares 1,238 $2.66M 0.89% +9 Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,651 shares; 2024Q4: 28,759 shares; 2025Q1: 32,932 shares; 2025Q2: 32,764 shares; 2025Q3: 30,218 shares; 2025Q4: 30,343 shares 30,343 $2.65M 0.89% +125 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: 43,988 shares; 2024Q4: 34,343 shares; 2025Q1: 37,059 shares; 2025Q2: 36,362 shares; 2025Q3: 36,398 shares; 2025Q4: 33,123 shares 33,123 $2.63M 0.88% -3,275 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: 10,008 shares; 2024Q4: 9,729 shares; 2025Q1: 9,665 shares; 2025Q2: 9,230 shares; 2025Q3: 9,071 shares; 2025Q4: 8,585 shares 8,585 $2.62M 0.88% -486 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: 11,668 shares; 2024Q4: 11,237 shares; 2025Q1: 14,158 shares; 2025Q2: 12,880 shares; 2025Q3: 12,693 shares; 2025Q4: 12,639 shares 12,639 $2.47M 0.83% -54 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: 365 shares; 2025Q1: 340 shares; 2025Q2: 362 shares; 2025Q3: 2,008 shares; 2025Q4: 2,263 shares 2,263 $2.42M 0.81% +255 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: 23,680 shares; 2024Q4: 19,694 shares; 2025Q1: 24,188 shares; 2025Q2: 26,895 shares; 2025Q3: 32,262 shares; 2025Q4: 32,666 shares 32,666 $2.4M 0.81% +404 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,260 shares; 2024Q4: 5,678 shares; 2025Q1: 8,333 shares; 2025Q2: 8,388 shares; 2025Q3: 8,285 shares; 2025Q4: 8,345 shares 8,345 $2.38M 0.8% +60 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,001 shares; 2024Q4: 8,432 shares; 2025Q1: 12,606 shares; 2025Q2: 10,323 shares; 2025Q3: 10,430 shares; 2025Q4: 14,608 shares 14,608 $2.37M 0.79% +4,178 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY 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: 18,876 shares; 2025Q2: 19,018 shares; 2025Q3: 18,616 shares; 2025Q4: 18,413 shares 18,413 $2.35M 0.79% -203 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 34,902 shares 34,902 $2.28M 0.77% new Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,809 shares; 2025Q2: 5,086 shares; 2025Q3: 10,355 shares; 2025Q4: 11,740 shares 11,740 $2.28M 0.76% +1,385 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: 1,651 shares; 2024Q4: 1,654 shares; 2025Q1: 2,588 shares; 2025Q2: 2,550 shares; 2025Q3: 3,434 shares; 2025Q4: 3,414 shares 3,414 $2.25M 0.76% -20 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: 3,051 shares; 2024Q4: 2,982 shares; 2025Q1: 2,894 shares; 2025Q2: 2,947 shares; 2025Q3: 17,631 shares; 2025Q4: 17,289 shares 17,289 $2.17M 0.73% -342 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,785 shares; 2025Q4: 1,778 shares 1,778 $2.16M 0.72% -7 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: 6,473 shares; 2025Q2: 6,585 shares; 2025Q3: 6,450 shares; 2025Q4: 6,389 shares 6,389 $2.16M 0.72% -61 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,006 shares; 2024Q4: 3,712 shares; 2025Q1: 3,820 shares; 2025Q2: 3,809 shares; 2025Q3: 4,053 shares; 2025Q4: 3,766 shares 3,766 $2.15M 0.72% -287 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: not reported; 2024Q4: not reported; 2025Q1: 4,302 shares; 2025Q2: 4,338 shares; 2025Q3: 4,234 shares; 2025Q4: 4,191 shares 4,191 $2.14M 0.72% -43 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: 17,560 shares; 2024Q4: 16,994 shares; 2025Q1: 16,836 shares; 2025Q2: 16,025 shares; 2025Q3: 15,722 shares; 2025Q4: 14,754 shares 14,754 $2.11M 0.71% -968 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,294 shares; 2024Q4: 7,768 shares; 2025Q1: 13,291 shares; 2025Q2: 15,467 shares; 2025Q3: 13,290 shares; 2025Q4: 15,688 shares 15,688 $2.08M 0.7% +2,398 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,886 shares; 2025Q4: 7,742 shares 7,742 $2.08M 0.7% -144 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: 7,454 shares; 2024Q4: 7,645 shares; 2025Q1: 7,763 shares; 2025Q2: 7,659 shares; 2025Q3: 38,679 shares; 2025Q4: 37,766 shares 37,766 $2.03M 0.68% -913 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: 4,747 shares; 2024Q4: 4,517 shares; 2025Q1: 5,577 shares; 2025Q2: 5,494 shares; 2025Q3: 6,143 shares; 2025Q4: 6,439 shares 6,439 $2.02M 0.68% +296 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,572 shares; 2024Q4: not reported; 2025Q1: 24,722 shares; 2025Q2: 24,910 shares; 2025Q3: 24,340 shares; 2025Q4: 24,101 shares 24,101 $2.01M 0.67% -239 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: 11,256 shares; 2024Q4: 9,825 shares; 2025Q1: 9,540 shares; 2025Q2: 9,740 shares; 2025Q3: 10,719 shares; 2025Q4: 12,751 shares 12,751 $1.94M 0.65% +2,032 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: 5,727 shares; 2024Q4: 5,399 shares; 2025Q1: 6,178 shares; 2025Q2: 7,796 shares; 2025Q3: 6,620 shares; 2025Q4: 6,169 shares 6,169 $1.87M 0.63% -451 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,921 shares; 2024Q4: 21,583 shares; 2025Q1: 16,855 shares; 2025Q2: 19,248 shares; 2025Q3: 19,433 shares; 2025Q4: 19,679 shares 19,679 $1.8M 0.6% +246 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,355 shares; 2025Q4: 6,299 shares 6,299 $1.78M 0.6% -56 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: 5,484 shares; 2024Q4: 5,923 shares; 2025Q1: 6,403 shares; 2025Q2: 6,270 shares; 2025Q3: 6,083 shares; 2025Q4: 5,782 shares 5,782 $1.78M 0.6% -301 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: 13,452 shares; 2024Q4: 13,504 shares; 2025Q1: 13,534 shares; 2025Q2: 13,507 shares; 2025Q3: 13,962 shares; 2025Q4: 13,995 shares 13,995 $1.68M 0.57% +33 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,936 shares; 2024Q4: 15,008 shares; 2025Q1: 14,789 shares; 2025Q2: 17,170 shares; 2025Q3: 20,004 shares; 2025Q4: 24,673 shares 24,673 $1.64M 0.55% +4,669 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,251 shares; 2025Q3: 9,329 shares; 2025Q4: 9,328 shares 9,328 $1.61M 0.54% -1 Timeline MAT MATTEL INC More: the full row for MATTEL 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: 79,482 shares; 2025Q4: 78,756 shares 78,756 $1.56M 0.52% -726 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares 2 $1.51M 0.51% 0 Timeline TECK TECK RESOURCES LTD More: the full row for TECK RESOURCES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,572 shares; 2024Q4: 7,665 shares; 2025Q1: 8,939 shares; 2025Q2: 8,858 shares; 2025Q3: 31,077 shares; 2025Q4: 31,488 shares 31,488 $1.51M 0.51% +411 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: 2,835 shares; 2024Q4: 2,207 shares; 2025Q1: 2,840 shares; 2025Q2: 2,838 shares; 2025Q3: 3,866 shares; 2025Q4: 4,299 shares 4,299 $1.51M 0.51% +433 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: 4,425 shares; 2024Q4: 4,663 shares; 2025Q1: 7,016 shares; 2025Q2: 8,069 shares; 2025Q3: 7,810 shares; 2025Q4: 8,032 shares 8,032 $1.5M 0.5% +222 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,165 shares; 2024Q4: 35,194 shares; 2025Q1: 28,711 shares; 2025Q2: 29,809 shares; 2025Q3: 25,816 shares; 2025Q4: 26,171 shares 26,171 $1.48M 0.5% +355 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: not reported; 2024Q4: not reported; 2025Q1: 631 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,313 shares 2,313 $1.45M 0.49% new Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,434 shares; 2024Q4: 57,706 shares; 2025Q1: 22,459 shares; 2025Q2: 13,336 shares; 2025Q3: 17,614 shares; 2025Q4: 17,819 shares 17,819 $1.45M 0.49% +205 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: 11,508 shares; 2024Q4: 10,892 shares; 2025Q1: 10,988 shares; 2025Q2: 18,286 shares; 2025Q3: 25,937 shares; 2025Q4: 24,577 shares 24,577 $1.44M 0.48% -1,360 Timeline VIRT VIRTU FINL INC More: the full row for VIRTU FINL 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: 44,228 shares; 2025Q2: 44,455 shares; 2025Q3: 43,425 shares; 2025Q4: 42,985 shares 42,985 $1.43M 0.48% -440 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,315 shares; 2024Q4: 25,908 shares; 2025Q1: 25,586 shares; 2025Q2: 38,508 shares; 2025Q3: 59,030 shares; 2025Q4: 59,606 shares 59,606 $1.43M 0.48% +576 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,568 shares; 2024Q4: 38,568 shares; 2025Q1: 38,732 shares; 2025Q2: 42,253 shares; 2025Q3: 43,182 shares; 2025Q4: 41,137 shares 41,137 $1.43M 0.48% -2,045 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,875 shares; 2025Q4: 8,796 shares 8,796 $1.41M 0.47% -79 Timeline BYD BOYD GAMING CORP More: the full row for BOYD GAMING 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: 16,541 shares; 2025Q4: 16,363 shares 16,363 $1.39M 0.47% -178 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30,098 shares; 2025Q3: 30,220 shares; 2025Q4: 31,595 shares 31,595 $1.38M 0.46% +1,375 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,360 shares; 2024Q4: 14,450 shares; 2025Q1: 14,263 shares; 2025Q2: 14,994 shares; 2025Q3: 16,589 shares; 2025Q4: 16,758 shares 16,758 $1.37M 0.46% +169 Timeline EAT BRINKER INTL INC More: the full row for BRINKER INTL 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: 9,824 shares; 2025Q2: 9,881 shares; 2025Q3: 9,632 shares; 2025Q4: 9,505 shares 9,505 $1.36M 0.46% -127 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,729 shares; 2024Q4: 2,600 shares; 2025Q1: 2,865 shares; 2025Q2: 2,840 shares; 2025Q3: 2,768 shares; 2025Q4: 2,749 shares 2,749 $1.35M 0.45% -19 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,635 shares; 2025Q4: 15,473 shares 15,473 $1.35M 0.45% -162 Timeline BCX BLACKROCK RES & COMMODITIES More: the full row for BLACKROCK RES & COMMODITIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 151,837 shares; 2024Q4: 146,575 shares; 2025Q1: 121,350 shares; 2025Q2: 122,350 shares; 2025Q3: 122,350 shares; 2025Q4: 122,350 shares 122,350 $1.34M 0.45% 0 Timeline SLM SLM CORP More: the full row for SLM 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: 49,924 shares; 2025Q4: 49,436 shares 49,436 $1.34M 0.45% -488 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: 9,377 shares; 2024Q4: 8,859 shares; 2025Q1: 10,581 shares; 2025Q2: 8,962 shares; 2025Q3: 4,343 shares; 2025Q4: 4,399 shares 4,399 $1.29M 0.43% +56 Timeline AN AUTONATION INC More: the full row for AUTONATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,297 shares; 2025Q4: 6,230 shares 6,230 $1.29M 0.43% -67 Timeline WMG WARNER MUSIC GROUP CORP More: the full row for WARNER MUSIC GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,279 shares; 2024Q4: 39,491 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 41,995 shares; 2025Q4: 41,526 shares 41,526 $1.27M 0.43% -469 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,172 shares; 2024Q4: 27,339 shares; 2025Q1: 35,944 shares; 2025Q2: 35,589 shares; 2025Q3: 34,405 shares; 2025Q4: 34,126 shares 34,126 $1.25M 0.42% -279 Timeline CAKE CHEESECAKE FACTORY INC More: the full row for CHEESECAKE FACTORY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,999 shares; 2025Q4: 24,709 shares 24,709 $1.25M 0.42% -290 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: 27,758 shares; 2024Q4: 27,790 shares; 2025Q1: 27,844 shares; 2025Q2: 27,758 shares; 2025Q3: 27,888 shares; 2025Q4: 33,087 shares 33,087 $1.22M 0.41% +5,199 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: 3,541 shares; 2024Q4: 3,560 shares; 2025Q1: 3,556 shares; 2025Q2: 3,575 shares; 2025Q3: 3,601 shares; 2025Q4: 3,606 shares 3,606 $1.21M 0.41% +5 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: 12,340 shares; 2024Q4: 11,050 shares; 2025Q1: 13,461 shares; 2025Q2: 16,598 shares; 2025Q3: 16,722 shares; 2025Q4: 13,207 shares 13,207 $1.21M 0.41% -3,515 Timeline WCC WESCO INTL INC More: the full row for WESCO INTL 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: 2,180 shares; 2025Q2: 2,163 shares; 2025Q3: 4,207 shares; 2025Q4: 4,892 shares 4,892 $1.2M 0.4% +685 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,744 shares; 2024Q4: 25,887 shares; 2025Q1: 20,343 shares; 2025Q2: 26,818 shares; 2025Q3: 31,627 shares; 2025Q4: 42,156 shares 42,156 $1.18M 0.4% +10,529 Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,351 shares; 2024Q4: 35,697 shares; 2025Q1: 54,276 shares; 2025Q2: 53,872 shares; 2025Q3: 72,575 shares; 2025Q4: 59,503 shares 59,503 $1.14M 0.38% -13,072 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,659 shares; 2024Q4: 7,853 shares; 2025Q1: not reported; 2025Q2: 2,639 shares; 2025Q3: not reported; 2025Q4: 8,284 shares 8,284 $1.13M 0.38% new Timeline SEE SEALED AIR CORP NEW More: the full row for SEALED AIR CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,057 shares; 2024Q4: 23,668 shares; 2025Q1: 22,912 shares; 2025Q2: 25,602 shares; 2025Q3: 26,167 shares; 2025Q4: 26,280 shares 26,280 $1.09M 0.37% +113 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: 57,168 shares; 2024Q4: 57,802 shares; 2025Q1: 55,324 shares; 2025Q2: 57,029 shares; 2025Q3: 55,400 shares; 2025Q4: 34,863 shares 34,863 $1.04M 0.35% -20,537 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,630 shares; 2024Q4: 7,187 shares; 2025Q1: 8,986 shares; 2025Q2: 7,487 shares; 2025Q3: 7,555 shares; 2025Q4: 5,055 shares 5,055 $1.03M 0.35% -2,500 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: 15,467 shares; 2024Q4: 14,584 shares; 2025Q1: 10,543 shares; 2025Q2: 9,115 shares; 2025Q3: 5,515 shares; 2025Q4: 5,614 shares 5,614 $1.03M 0.35% +99 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,116 shares; 2024Q4: 5,140 shares; 2025Q1: 5,879 shares; 2025Q2: 5,264 shares; 2025Q3: 4,690 shares; 2025Q4: 2,916 shares 2,916 $1.02M 0.34% -1,774 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,917 shares; 2024Q4: 5,580 shares; 2025Q1: 5,480 shares; 2025Q2: 5,443 shares; 2025Q3: 5,500 shares; 2025Q4: 5,570 shares 5,570 $1M 0.34% +70 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: 1,431 shares; 2024Q4: 1,431 shares; 2025Q1: 1,531 shares; 2025Q2: 1,531 shares; 2025Q3: 1,531 shares; 2025Q4: 1,531 shares 1,531 $1M 0.34% 0 Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,129 shares; 2024Q4: 2,911 shares; 2025Q1: 2,896 shares; 2025Q2: 2,879 shares; 2025Q3: 2,900 shares; 2025Q4: 2,939 shares 2,939 $966K 0.32% +39 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: 2,028 shares; 2024Q4: 1,784 shares; 2025Q1: 1,613 shares; 2025Q2: 1,219 shares; 2025Q3: 1,183 shares; 2025Q4: 888 shares 888 $954K 0.32% -295 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,687 shares; 2024Q4: 39,727 shares; 2025Q1: 49,707 shares; 2025Q2: 49,223 shares; 2025Q3: 40,901 shares; 2025Q4: 38,960 shares 38,960 $945K 0.32% -1,941 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,354 shares; 2024Q4: 4,896 shares; 2025Q1: 6,727 shares; 2025Q2: 8,546 shares; 2025Q3: 8,616 shares; 2025Q4: 9,094 shares 9,094 $932K 0.31% +478 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: 10,663 shares; 2024Q4: 10,270 shares; 2025Q1: 10,200 shares; 2025Q2: 10,104 shares; 2025Q3: 2,580 shares; 2025Q4: 3,612 shares 3,612 $929K 0.31% +1,032 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: 12,131 shares; 2024Q4: 11,668 shares; 2025Q1: 11,825 shares; 2025Q2: 11,409 shares; 2025Q3: 5,227 shares; 2025Q4: 3,415 shares 3,415 $844K 0.28% -1,812 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,691 shares; 2024Q4: 14,762 shares; 2025Q1: 14,741 shares; 2025Q2: 14,735 shares; 2025Q3: 14,835 shares; 2025Q4: 15,090 shares 15,090 $824K 0.28% +255 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: 20,788 shares; 2024Q4: 18,740 shares; 2025Q1: 19,126 shares; 2025Q2: 14,070 shares; 2025Q3: 9,515 shares; 2025Q4: 9,607 shares 9,607 $822K 0.28% +92 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: 15,970 shares; 2024Q4: 15,549 shares; 2025Q1: 15,025 shares; 2025Q2: 15,162 shares; 2025Q3: 4,623 shares; 2025Q4: 5,719 shares 5,719 $821K 0.28% +1,096 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: 12,980 shares; 2024Q4: 12,288 shares; 2025Q1: 13,281 shares; 2025Q2: 13,206 shares; 2025Q3: 12,778 shares; 2025Q4: 7,564 shares 7,564 $794K 0.27% -5,214 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,931 shares; 2024Q4: 18,662 shares; 2025Q1: 18,555 shares; 2025Q2: 18,424 shares; 2025Q3: 17,728 shares; 2025Q4: 17,927 shares 17,927 $781K 0.26% +199 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,041 shares; 2025Q3: 7,727 shares; 2025Q4: 7,816 shares 7,816 $781K 0.26% +89 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: 13,185 shares; 2024Q4: 13,185 shares; 2025Q1: 13,234 shares; 2025Q2: 13,278 shares; 2025Q3: 13,323 shares; 2025Q4: 13,366 shares 13,366 $771K 0.26% +43 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: 77,029 shares; 2024Q4: 73,403 shares; 2025Q1: 80,979 shares; 2025Q2: 73,398 shares; 2025Q3: 39,476 shares; 2025Q4: 18,846 shares 18,846 $768K 0.26% -20,630 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: 7,034 shares; 2024Q4: 6,508 shares; 2025Q1: 6,357 shares; 2025Q2: 5,993 shares; 2025Q3: 1,366 shares; 2025Q4: 1,337 shares 1,337 $766K 0.26% -29 Timeline CCK CROWN HLDGS INC More: the full row for CROWN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,940 shares; 2025Q2: 4,915 shares; 2025Q3: 4,963 shares; 2025Q4: 7,432 shares 7,432 $765K 0.26% +2,469 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: 1,332 shares; 2024Q4: 1,332 shares; 2025Q1: 1,451 shares; 2025Q2: 1,403 shares; 2025Q3: 1,448 shares; 2025Q4: 1,517 shares 1,517 $763K 0.26% +69 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,877 shares; 2024Q4: 52,171 shares; 2025Q1: 41,096 shares; 2025Q2: 48,498 shares; 2025Q3: 56,630 shares; 2025Q4: 34,015 shares 34,015 $758K 0.25% -22,615 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,028 shares; 2024Q4: 6,476 shares; 2025Q1: not reported; 2025Q2: 18,885 shares; 2025Q3: 20,630 shares; 2025Q4: 20,893 shares 20,893 $757K 0.25% +263 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,989 shares; 2024Q4: 2,877 shares; 2025Q1: 3,264 shares; 2025Q2: 3,218 shares; 2025Q3: 3,122 shares; 2025Q4: 1,957 shares 1,957 $750K 0.25% -1,165 Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,520 shares; 2025Q2: 16,212 shares; 2025Q3: 16,366 shares; 2025Q4: 12,417 shares 12,417 $734K 0.25% -3,949 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: not reported; 2024Q4: not reported; 2025Q1: 10,499 shares; 2025Q2: 13,254 shares; 2025Q3: 13,354 shares; 2025Q4: 13,273 shares 13,273 $733K 0.25% -81 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,626 shares; 2024Q4: 8,703 shares; 2025Q1: 8,947 shares; 2025Q2: 8,888 shares; 2025Q3: 8,968 shares; 2025Q4: 8,005 shares 8,005 $711K 0.24% -963 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 668 shares; 2024Q4: 679 shares; 2025Q1: 462 shares; 2025Q2: 656 shares; 2025Q3: 650 shares; 2025Q4: 657 shares 657 $703K 0.24% +7 Timeline REXR REXFORD INDL RLTY INC More: the full row for REXFORD INDL RLTY 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: 11,872 shares; 2025Q3: 17,340 shares; 2025Q4: 17,577 shares 17,577 $681K 0.23% +237 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: 808 shares; 2024Q4: 667 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,734 shares; 2025Q4: 1,399 shares 1,399 $677K 0.23% -335 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: 443 shares; 2024Q4: 827 shares; 2025Q1: 1,904 shares; 2025Q2: not reported; 2025Q3: 660 shares; 2025Q4: 971 shares 971 $662K 0.22% +311 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,932 shares; 2025Q3: 9,404 shares; 2025Q4: 11,987 shares 11,987 $659K 0.22% +2,583 Timeline STAG STAG INDUSTRIAL INC More: the full row for STAG INDUSTRIAL 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: 11,358 shares; 2025Q3: 11,499 shares; 2025Q4: 17,792 shares 17,792 $654K 0.22% +6,293 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: not reported; 2024Q4: 5,769 shares; 2025Q1: 10,817 shares; 2025Q2: 8,873 shares; 2025Q3: 6,220 shares; 2025Q4: 5,506 shares 5,506 $626K 0.21% -714 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: 26,148 shares; 2024Q4: 24,357 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,551 shares; 2025Q4: 24,805 shares 24,805 $618K 0.21% +254 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: 1,068 shares; 2024Q4: 1,084 shares; 2025Q1: 1,118 shares; 2025Q2: 1,345 shares; 2025Q3: 1,336 shares; 2025Q4: 1,357 shares 1,357 $610K 0.2% +21 Timeline AVB AVALONBAY CMNTYS INC More: the full row for AVALONBAY CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,933 shares; 2025Q4: 3,263 shares 3,263 $592K 0.2% -670 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: 929 shares; 2024Q4: 935 shares; 2025Q1: 1,197 shares; 2025Q2: 1,257 shares; 2025Q3: 1,257 shares; 2025Q4: 1,795 shares 1,795 $588K 0.2% +538 Timeline CPB THE CAMPBELLS COMPANY More: the full row for THE CAMPBELLS COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,001 shares; 2025Q4: 20,591 shares 20,591 $574K 0.19% -410 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: 1,288 shares; 2024Q4: 1,309 shares; 2025Q1: 1,510 shares; 2025Q2: 2,140 shares; 2025Q3: 1,345 shares; 2025Q4: 1,730 shares 1,730 $571K 0.19% +385 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: 7,251 shares; 2024Q4: 4,801 shares; 2025Q1: 4,720 shares; 2025Q2: 4,693 shares; 2025Q3: 4,874 shares; 2025Q4: 4,925 shares 4,925 $568K 0.19% +51 Timeline LW LAMB WESTON HLDGS INC More: the full row for LAMB WESTON HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,257 shares; 2025Q2: 12,897 shares; 2025Q3: 13,020 shares; 2025Q4: 13,185 shares 13,185 $552K 0.19% +165 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,976 shares; 2024Q4: 2,748 shares; 2025Q1: 2,631 shares; 2025Q2: 2,749 shares; 2025Q3: 3,082 shares; 2025Q4: 2,953 shares 2,953 $548K 0.18% -129 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,838 shares 1,838 $531K 0.18% new Timeline EIX EDISON INTL More: the full row for EDISON INTL 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: 8,597 shares; 2025Q4: 8,708 shares 8,708 $523K 0.18% +111 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 744 shares 744 $510K 0.17% new Timeline IFF INTERNATIONAL FLAVORS&FRAGRA More: the full row for INTERNATIONAL FLAVORS&FRAGRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,424 shares; 2024Q4: 5,094 shares; 2025Q1: 7,418 shares; 2025Q2: 7,372 shares; 2025Q3: not reported; 2025Q4: 7,508 shares 7,508 $506K 0.17% new Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,372 shares; 2024Q4: 1,276 shares; 2025Q1: 1,193 shares; 2025Q2: 4,329 shares; 2025Q3: 4,189 shares; 2025Q4: 2,076 shares 2,076 $503K 0.17% -2,113 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: 765 shares; 2024Q4: 709 shares; 2025Q1: 660 shares; 2025Q2: 788 shares; 2025Q3: 788 shares; 2025Q4: 882 shares 882 $503K 0.17% +94 Timeline CHTR CHARTER COMMUNICATIONS INC More: the full row for CHARTER COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,337 shares; 2025Q2: 4,363 shares; 2025Q3: 4,241 shares; 2025Q4: 2,405 shares 2,405 $502K 0.17% -1,836 Timeline RCI ROGERS COMMUNICATIONS INC More: the full row for ROGERS COMMUNICATIONS 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: 13,290 shares 13,290 $501K 0.17% new Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,164 shares; 2024Q4: 41,612 shares; 2025Q1: 54,208 shares; 2025Q2: 53,865 shares; 2025Q3: 30,844 shares; 2025Q4: 30,411 shares 30,411 $489K 0.16% -433 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,900 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,552 shares; 2025Q4: 6,639 shares 6,639 $481K 0.16% +87 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,737 shares; 2024Q4: 2,528 shares; 2025Q1: 2,423 shares; 2025Q2: 2,527 shares; 2025Q3: 2,514 shares; 2025Q4: 2,557 shares 2,557 $475K 0.16% +43 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 593 shares; 2024Q4: 597 shares; 2025Q1: 961 shares; 2025Q2: 932 shares; 2025Q3: 943 shares; 2025Q4: 886 shares 886 $463K 0.16% -57 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,693 shares; 2024Q4: 1,614 shares; 2025Q1: 1,541 shares; 2025Q2: 1,645 shares; 2025Q3: 1,630 shares; 2025Q4: 1,638 shares 1,638 $457K 0.15% +8 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: 1,064 shares; 2024Q4: 1,070 shares; 2025Q1: 1,112 shares; 2025Q2: 1,009 shares; 2025Q3: 1,006 shares; 2025Q4: 749 shares 749 $424K 0.14% -257 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,243 shares; 2024Q4: 4,002 shares; 2025Q1: 3,774 shares; 2025Q2: 3,774 shares; 2025Q3: 2,619 shares; 2025Q4: 2,619 shares 2,619 $417K 0.14% 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: 1,504 shares; 2024Q4: 1,406 shares; 2025Q1: 1,100 shares; 2025Q2: 1,156 shares; 2025Q3: 1,157 shares; 2025Q4: 1,172 shares 1,172 $414K 0.14% +15 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,431 shares; 2025Q4: 7,060 shares 7,060 $412K 0.14% -371 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: 8,029 shares; 2024Q4: 7,231 shares; 2025Q1: 7,580 shares; 2025Q2: 7,612 shares; 2025Q3: 7,639 shares; 2025Q4: 7,667 shares 7,667 $409K 0.14% +28 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: 529 shares; 2024Q4: 535 shares; 2025Q1: 528 shares; 2025Q2: 532 shares; 2025Q3: 529 shares; 2025Q4: 4,188 shares 4,188 $393K 0.13% +3,659 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,146 shares 5,146 $379K 0.13% new 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: 2,430 shares; 2024Q4: 2,746 shares; 2025Q1: 2,735 shares; 2025Q2: 2,827 shares; 2025Q3: 2,460 shares; 2025Q4: 2,483 shares 2,483 $376K 0.13% +23 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: 3,167 shares; 2024Q4: 3,167 shares; 2025Q1: 3,167 shares; 2025Q2: 3,167 shares; 2025Q3: 3,167 shares; 2025Q4: 3,167 shares 3,167 $371K 0.12% 0 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,161 shares; 2024Q4: 2,945 shares; 2025Q1: 2,818 shares; 2025Q2: 2,923 shares; 2025Q3: 2,922 shares; 2025Q4: 2,934 shares 2,934 $360K 0.12% +12 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: 9,382 shares; 2024Q4: 8,712 shares; 2025Q1: 8,822 shares; 2025Q2: 8,760 shares; 2025Q3: 1,480 shares; 2025Q4: 1,429 shares 1,429 $345K 0.12% -51 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,650 shares; 2025Q4: 7,669 shares 7,669 $332K 0.11% -2,981 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,401 shares 2,401 $331K 0.11% new Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,226 shares; 2024Q4: 3,273 shares; 2025Q1: 3,204 shares; 2025Q2: 3,290 shares; 2025Q3: 3,300 shares; 2025Q4: 2,915 shares 2,915 $327K 0.11% -385 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,639 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,298 shares 2,298 $325K 0.11% new Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,512 shares; 2024Q4: 1,563 shares; 2025Q1: 1,492 shares; 2025Q2: 1,583 shares; 2025Q3: 1,578 shares; 2025Q4: 1,489 shares 1,489 $323K 0.11% -89 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: not reported; 2024Q4: not reported; 2025Q1: 1,761 shares; 2025Q2: 1,755 shares; 2025Q3: 1,670 shares; 2025Q4: 1,651 shares 1,651 $322K 0.11% -19 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: 1,579 shares; 2024Q4: 1,508 shares; 2025Q1: 1,496 shares; 2025Q2: 1,572 shares; 2025Q3: 1,564 shares; 2025Q4: 1,022 shares 1,022 $319K 0.11% -542 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,356 shares; 2025Q3: 6,349 shares; 2025Q4: 6,456 shares 6,456 $318K 0.11% +107 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,759 shares; 2025Q4: 1,341 shares 1,341 $314K 0.11% -418 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: not reported; 2024Q4: not reported; 2025Q1: 3,487 shares; 2025Q2: 3,675 shares; 2025Q3: 3,279 shares; 2025Q4: 3,709 shares 3,709 $312K 0.1% +430 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: 3,103 shares; 2024Q4: 3,045 shares; 2025Q1: 2,815 shares; 2025Q2: 1,787 shares; 2025Q3: not reported; 2025Q4: 1,331 shares 1,331 $304K 0.1% new Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 777 shares; 2024Q4: 743 shares; 2025Q1: 693 shares; 2025Q2: 735 shares; 2025Q3: 861 shares; 2025Q4: 698 shares 698 $298K 0.1% -163 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: 620 shares; 2024Q4: 620 shares; 2025Q1: 620 shares; 2025Q2: 620 shares; 2025Q3: 620 shares; 2025Q4: 620 shares 620 $293K 0.1% 0 Timeline FBIN FORTUNE BRANDS INNOVATIONS I More: the full row for FORTUNE BRANDS INNOVATIONS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,864 shares; 2025Q4: 5,862 shares 5,862 $293K 0.1% -2,002 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: 1,331 shares; 2024Q4: 1,272 shares; 2025Q1: 1,172 shares; 2025Q2: 1,264 shares; 2025Q3: 1,121 shares; 2025Q4: 1,255 shares 1,255 $287K 0.1% +134 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,687 shares; 2025Q3: 8,286 shares; 2025Q4: 8,428 shares 8,428 $285K 0.1% +142 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares 500 $284K 0.1% 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: 1,630 shares; 2024Q4: 1,492 shares; 2025Q1: 1,403 shares; 2025Q2: 1,467 shares; 2025Q3: 1,454 shares; 2025Q4: 1,467 shares 1,467 $270K 0.09% +13 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: 17,383 shares; 2024Q4: 16,332 shares; 2025Q1: 8,491 shares; 2025Q2: 14,449 shares; 2025Q3: 2,851 shares; 2025Q4: 2,887 shares 2,887 $255K 0.09% +36 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: 2,121 shares; 2024Q4: 2,044 shares; 2025Q1: 2,030 shares; 2025Q2: 2,174 shares; 2025Q3: 2,153 shares; 2025Q4: 1,637 shares 1,637 $252K 0.08% -516 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: 2,840 shares; 2024Q4: 2,877 shares; 2025Q1: 2,754 shares; 2025Q2: 2,879 shares; 2025Q3: 2,853 shares; 2025Q4: 2,874 shares 2,874 $251K 0.08% +21 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 909 shares; 2024Q4: 1,609 shares; 2025Q1: 1,482 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 999 shares 999 $243K 0.08% new Timeline COLB COLUMBIA BKG SYS INC More: the full row for COLUMBIA BKG SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,554 shares; 2024Q4: 8,797 shares; 2025Q1: 8,805 shares; 2025Q2: 8,814 shares; 2025Q3: 8,823 shares; 2025Q4: 8,665 shares 8,665 $242K 0.08% -158 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: 1,501 shares; 2025Q4: 1,499 shares 1,499 $241K 0.08% -2 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,412 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 660 shares; 2025Q4: 660 shares 660 $238K 0.08% 0 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 513 shares; 2025Q3: 524 shares; 2025Q4: 523 shares 523 $232K 0.08% -1 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,300 shares; 2024Q4: 2,120 shares; 2025Q1: 2,159 shares; 2025Q2: 2,111 shares; 2025Q3: 1,776 shares; 2025Q4: 1,804 shares 1,804 $230K 0.08% +28 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,409 shares; 2024Q4: 4,334 shares; 2025Q1: 4,334 shares; 2025Q2: 3,409 shares; 2025Q3: 3,409 shares; 2025Q4: 2,137 shares 2,137 $222K 0.07% -1,272 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: 1,161 shares; 2024Q4: 1,161 shares; 2025Q1: 1,161 shares; 2025Q2: 1,161 shares; 2025Q3: 1,161 shares; 2025Q4: 1,532 shares 1,532 $221K 0.07% +371 Timeline CNH CNH INDL N V More: the full row for CNH INDL N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,083 shares; 2024Q4: 29,626 shares; 2025Q1: 64,219 shares; 2025Q2: 63,812 shares; 2025Q3: 32,270 shares; 2025Q4: 23,666 shares 23,666 $218K 0.07% -8,604 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 316 shares; 2025Q4: 316 shares 316 $213K 0.07% 0 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE 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: 1,301 shares; 2025Q3: 1,157 shares; 2025Q4: 992 shares 992 $203K 0.07% -165 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,844 shares 3,844 $203K 0.07% new Timeline RKT ROCKET COS INC More: the full row for ROCKET COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,300 shares 10,300 $199K 0.07% new Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,471 shares; 2024Q4: 11,552 shares; 2025Q1: 11,746 shares; 2025Q2: 11,940 shares; 2025Q3: 12,085 shares; 2025Q4: 12,138 shares 12,138 $159K 0.05% +53 Timeline