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: 216,220 shares; 2024Q4: 217,329 shares; 2025Q1: 215,785 shares; 2025Q2: 245,994 shares; 2025Q3: 254,333 shares; 2025Q4: 255,805 shares 255,805 $124M 4.44% +1,472 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: 460,809 shares; 2024Q4: 452,009 shares; 2025Q1: 441,926 shares; 2025Q2: 375,631 shares; 2025Q3: 394,561 shares; 2025Q4: 415,934 shares 415,934 $113M 4.06% +21,373 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: 756,070 shares; 2024Q4: 742,971 shares; 2025Q1: 742,183 shares; 2025Q2: 564,966 shares; 2025Q3: 568,289 shares; 2025Q4: 575,144 shares 575,144 $107M 3.85% +6,855 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: 257,139 shares; 2024Q4: 205,795 shares; 2025Q1: 277,230 shares; 2025Q2: 276,632 shares; 2025Q3: 254,298 shares; 2025Q4: 250,134 shares 250,134 $86.6M 3.1% -4,164 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: 299,913 shares; 2024Q4: 306,736 shares; 2025Q1: 316,558 shares; 2025Q2: 269,089 shares; 2025Q3: 261,897 shares; 2025Q4: 256,809 shares 256,809 $80.4M 2.88% -5,088 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: 42,240 shares; 2024Q4: 64,843 shares; 2025Q1: 74,600 shares; 2025Q2: 70,807 shares; 2025Q3: 65,013 shares; 2025Q4: 63,839 shares 63,839 $68.6M 2.46% -1,174 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: 32,150 shares; 2024Q4: 317,575 shares; 2025Q1: 519,653 shares; 2025Q2: 532,148 shares; 2025Q3: 532,533 shares; 2025Q4: 522,898 shares 522,898 $48.7M 1.75% -9,635 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: 166,187 shares; 2024Q4: 156,927 shares; 2025Q1: 637,669 shares; 2025Q2: 803,802 shares; 2025Q3: 803,023 shares; 2025Q4: 802,117 shares 802,117 $44.1M 1.58% -906 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 321,264 shares; 2024Q4: 413,822 shares; 2025Q1: 408,915 shares; 2025Q2: 407,612 shares; 2025Q3: 400,707 shares; 2025Q4: 370,894 shares 370,894 $43.1M 1.54% -29,813 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: 93,036 shares; 2024Q4: 116,611 shares; 2025Q1: 116,753 shares; 2025Q2: 118,098 shares; 2025Q3: 118,270 shares; 2025Q4: 117,152 shares 117,152 $41.1M 1.47% -1,118 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,717 shares; 2024Q4: 34,394 shares; 2025Q1: 34,031 shares; 2025Q2: 33,797 shares; 2025Q3: 33,554 shares; 2025Q4: 36,210 shares 36,210 $32.8M 1.18% +2,656 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: 112,233 shares; 2024Q4: 109,307 shares; 2025Q1: 106,905 shares; 2025Q2: 103,068 shares; 2025Q3: 101,524 shares; 2025Q4: 99,154 shares 99,154 $31.9M 1.15% -2,370 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: 221,428 shares; 2024Q4: 222,244 shares; 2025Q1: 199,252 shares; 2025Q2: 117,903 shares; 2025Q3: 116,720 shares; 2025Q4: 136,907 shares 136,907 $31.6M 1.13% +20,187 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: 182,922 shares; 2024Q4: 179,535 shares; 2025Q1: 201,202 shares; 2025Q2: 200,609 shares; 2025Q3: 205,275 shares; 2025Q4: 201,961 shares 201,961 $29M 1.04% -3,314 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: 55,473 shares; 2024Q4: 53,614 shares; 2025Q1: 80,249 shares; 2025Q2: 84,753 shares; 2025Q3: 115,634 shares; 2025Q4: 130,890 shares 130,890 $28M 1.01% +15,256 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: 67,185 shares; 2024Q4: 93,959 shares; 2025Q1: 92,043 shares; 2025Q2: 127,026 shares; 2025Q3: 127,769 shares; 2025Q4: 128,203 shares 128,203 $27.8M 1% +434 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: 14,355 shares; 2024Q4: 17,860 shares; 2025Q1: 22,125 shares; 2025Q2: 22,630 shares; 2025Q3: 22,390 shares; 2025Q4: 146,663 shares 146,663 $26.7M 0.96% +124,273 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: 204,388 shares; 2024Q4: 199,730 shares; 2025Q1: 223,535 shares; 2025Q2: 219,680 shares; 2025Q3: 219,266 shares; 2025Q4: 218,765 shares 218,765 $26.3M 0.94% -501 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,092 shares; 2024Q4: 100,810 shares; 2025Q1: 83,409 shares; 2025Q2: 83,771 shares; 2025Q3: 82,042 shares; 2025Q4: 81,229 shares 81,229 $26.3M 0.94% -813 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: 67,586 shares; 2024Q4: 45,933 shares; 2025Q1: 53,196 shares; 2025Q2: 41,802 shares; 2025Q3: 44,607 shares; 2025Q4: 39,478 shares 39,478 $26.1M 0.93% -5,129 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: 300,010 shares; 2024Q4: 279,558 shares; 2025Q1: 270,716 shares; 2025Q2: 252,138 shares; 2025Q3: 241,197 shares; 2025Q4: 230,977 shares 230,977 $25.7M 0.92% -10,220 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: 101,371 shares; 2024Q4: 107,759 shares; 2025Q1: 108,098 shares; 2025Q2: 109,277 shares; 2025Q3: 107,196 shares; 2025Q4: 106,623 shares 106,623 $24.4M 0.87% -573 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 551,327 shares; 2024Q4: 554,172 shares; 2025Q1: 339,992 shares; 2025Q2: 184,999 shares; 2025Q3: 181,496 shares; 2025Q4: 176,973 shares 176,973 $23.9M 0.86% -4,523 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: 80,919 shares; 2024Q4: 226,067 shares; 2025Q1: 226,527 shares; 2025Q2: 228,925 shares; 2025Q3: 228,733 shares; 2025Q4: 226,072 shares 226,072 $23.8M 0.86% -2,661 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: 124,496 shares; 2024Q4: 126,926 shares; 2025Q1: 132,351 shares; 2025Q2: 452,208 shares; 2025Q3: 454,878 shares; 2025Q4: 355,348 shares 355,348 $23.8M 0.85% -99,530 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: 17,760 shares; 2024Q4: 15,880 shares; 2025Q1: 15,835 shares; 2025Q2: 62,859 shares; 2025Q3: 128,959 shares; 2025Q4: 118,541 shares 118,541 $23.1M 0.83% -10,418 Timeline EUFN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 540,630 shares; 2024Q4: 539,050 shares; 2025Q1: 544,630 shares; 2025Q2: 586,420 shares; 2025Q3: 587,705 shares; 2025Q4: 591,875 shares 591,875 $22M 0.79% +4,170 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,195 shares; 2024Q4: 12,396 shares; 2025Q1: 24,173 shares; 2025Q2: 23,750 shares; 2025Q3: 31,962 shares; 2025Q4: 31,825 shares 31,825 $21.5M 0.77% -137 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: 112,428 shares; 2024Q4: 90,458 shares; 2025Q1: 85,549 shares; 2025Q2: 78,691 shares; 2025Q3: 77,370 shares; 2025Q4: 71,351 shares 71,351 $21.1M 0.76% -6,019 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: 33,294 shares; 2024Q4: 28,646 shares; 2025Q1: 28,395 shares; 2025Q2: 28,105 shares; 2025Q3: 25,028 shares; 2025Q4: 24,316 shares 24,316 $21M 0.75% -712 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: 37,173 shares; 2024Q4: 37,723 shares; 2025Q1: 37,142 shares; 2025Q2: 36,852 shares; 2025Q3: 36,450 shares; 2025Q4: 36,098 shares 36,098 $20.6M 0.74% -352 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,702 shares; 2024Q4: 68,501 shares; 2025Q1: 73,218 shares; 2025Q2: 72,408 shares; 2025Q3: 70,898 shares; 2025Q4: 69,255 shares 69,255 $20.5M 0.74% -1,643 Timeline PEN PENUMBRA INC More: the full row for PENUMBRA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,917 shares; 2024Q4: 39,177 shares; 2025Q1: 32,900 shares; 2025Q2: 77,611 shares; 2025Q3: 75,253 shares; 2025Q4: 65,763 shares 65,763 $20.4M 0.73% -9,490 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 270,305 shares 270,305 $20M 0.72% new 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: 94,475 shares; 2024Q4: 95,402 shares; 2025Q1: 94,247 shares; 2025Q2: 94,928 shares; 2025Q3: 94,289 shares; 2025Q4: 54,662 shares 54,662 $19.2M 0.69% -39,627 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,279 shares; 2024Q4: 34,985 shares; 2025Q1: 35,350 shares; 2025Q2: 35,451 shares; 2025Q3: 35,152 shares; 2025Q4: 34,565 shares 34,565 $19.1M 0.69% -587 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: 98,438 shares; 2024Q4: 97,143 shares; 2025Q1: 98,691 shares; 2025Q2: 92,836 shares; 2025Q3: 92,676 shares; 2025Q4: 91,393 shares 91,393 $18.9M 0.68% -1,283 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: 39,519 shares; 2024Q4: 42,232 shares; 2025Q1: 41,252 shares; 2025Q2: 35,032 shares; 2025Q3: 33,469 shares; 2025Q4: 31,493 shares 31,493 $17.8M 0.64% -1,976 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: 97,718 shares; 2024Q4: 96,643 shares; 2025Q1: 74,439 shares; 2025Q2: 59,877 shares; 2025Q3: 58,904 shares; 2025Q4: 58,235 shares 58,235 $17.7M 0.63% -669 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 71,716 shares 71,716 $17.5M 0.63% new Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 226,294 shares; 2024Q4: 220,561 shares; 2025Q1: 215,670 shares; 2025Q2: 435,755 shares; 2025Q3: 435,191 shares; 2025Q4: 436,537 shares 436,537 $17.5M 0.63% +1,346 Timeline NBIX NEUROCRINE BIOSCIENCES INC More: the full row for NEUROCRINE BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 115,379 shares; 2024Q4: 115,308 shares; 2025Q1: 79,318 shares; 2025Q2: 71,997 shares; 2025Q3: 70,678 shares; 2025Q4: 122,278 shares 122,278 $17.3M 0.62% +51,600 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: 109,491 shares; 2024Q4: 59,359 shares; 2025Q1: 51,981 shares; 2025Q2: 50,862 shares; 2025Q3: 51,186 shares; 2025Q4: 51,017 shares 51,017 $17.2M 0.62% -169 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: 248,614 shares; 2024Q4: 251,845 shares; 2025Q1: 253,923 shares; 2025Q2: 255,476 shares; 2025Q3: 252,738 shares; 2025Q4: 313,056 shares 313,056 $17.1M 0.61% +60,318 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: not reported; 2024Q4: 95,732 shares; 2025Q1: 273,652 shares; 2025Q2: 202,838 shares; 2025Q3: 160,915 shares; 2025Q4: 193,137 shares 193,137 $16.4M 0.59% +32,222 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,934 shares; 2024Q4: 67,201 shares; 2025Q1: 65,850 shares; 2025Q2: 66,209 shares; 2025Q3: 81,060 shares; 2025Q4: 75,728 shares 75,728 $16.3M 0.58% -5,332 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: 124,560 shares; 2024Q4: 123,811 shares; 2025Q1: 119,614 shares; 2025Q2: 87,582 shares; 2025Q3: 79,117 shares; 2025Q4: 74,765 shares 74,765 $15.8M 0.57% -4,352 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: 78,727 shares; 2024Q4: 80,241 shares; 2025Q1: 98,364 shares; 2025Q2: 99,794 shares; 2025Q3: 99,641 shares; 2025Q4: 103,756 shares 103,756 $15.8M 0.57% +4,115 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: 52,600 shares; 2024Q4: 52,252 shares; 2025Q1: 51,927 shares; 2025Q2: 51,435 shares; 2025Q3: 51,168 shares; 2025Q4: 50,591 shares 50,591 $15.8M 0.57% -577 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,458 shares; 2024Q4: 30,567 shares; 2025Q1: 22,401 shares; 2025Q2: 21,995 shares; 2025Q3: 21,545 shares; 2025Q4: 102,605 shares 102,605 $15.7M 0.56% +81,060 Timeline EADSY AIRBUS SE - UNSP ADR More: the full row for AIRBUS SE - UNSP ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 215,092 shares; 2024Q4: 113,864 shares; 2025Q1: 118,763 shares; 2025Q2: 184,138 shares; 2025Q3: 267,970 shares; 2025Q4: 269,338 shares 269,338 $15.7M 0.56% +1,368 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: not reported; 2024Q4: 94,373 shares; 2025Q1: 141,113 shares; 2025Q2: 144,623 shares; 2025Q3: 132,014 shares; 2025Q4: 133,888 shares 133,888 $15.6M 0.56% +1,874 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,730 shares; 2024Q4: 44,644 shares; 2025Q1: 43,180 shares; 2025Q2: 70,726 shares; 2025Q3: 69,581 shares; 2025Q4: 68,947 shares 68,947 $15.4M 0.55% -634 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: 44,645 shares; 2024Q4: 44,725 shares; 2025Q1: 45,247 shares; 2025Q2: 44,743 shares; 2025Q3: 44,009 shares; 2025Q4: 43,635 shares 43,635 $15M 0.54% -374 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: 16,859 shares; 2024Q4: 17,528 shares; 2025Q1: 17,174 shares; 2025Q2: 26,021 shares; 2025Q3: 28,616 shares; 2025Q4: 22,382 shares 22,382 $14.8M 0.53% -6,234 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: 72,224 shares; 2024Q4: 35,649 shares; 2025Q1: 35,502 shares; 2025Q2: 30,183 shares; 2025Q3: 29,714 shares; 2025Q4: 25,843 shares 25,843 $14.7M 0.53% -3,871 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 113,160 shares; 2025Q4: 121,294 shares 121,294 $14.5M 0.52% +8,134 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: 354,985 shares; 2024Q4: 262,611 shares; 2025Q1: 247,959 shares; 2025Q2: 140,964 shares; 2025Q3: 137,477 shares; 2025Q4: 135,818 shares 135,818 $14.3M 0.51% -1,659 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,500 shares; 2024Q4: 31,676 shares; 2025Q1: 30,991 shares; 2025Q2: 30,795 shares; 2025Q3: 30,397 shares; 2025Q4: 30,363 shares 30,363 $14.2M 0.51% -34 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: 36,186 shares; 2024Q4: 36,821 shares; 2025Q1: 36,711 shares; 2025Q2: 36,648 shares; 2025Q3: 39,745 shares; 2025Q4: 41,760 shares 41,760 $14M 0.5% +2,015 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: 32,468 shares; 2024Q4: 32,748 shares; 2025Q1: 33,138 shares; 2025Q2: 12,679 shares; 2025Q3: 12,708 shares; 2025Q4: 12,763 shares 12,763 $13.7M 0.49% +55 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: 88,161 shares; 2024Q4: 90,508 shares; 2025Q1: 92,864 shares; 2025Q2: 117,373 shares; 2025Q3: 116,696 shares; 2025Q4: 116,198 shares 116,198 $13.6M 0.49% -498 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,335 shares; 2024Q4: 61,160 shares; 2025Q1: 59,805 shares; 2025Q2: 58,125 shares; 2025Q3: 55,675 shares; 2025Q4: 55,525 shares 55,525 $13.4M 0.48% -150 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,719 shares 25,719 $13.1M 0.47% new 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: 131,047 shares; 2024Q4: 201,380 shares; 2025Q1: 194,423 shares; 2025Q2: 195,508 shares; 2025Q3: 195,033 shares; 2025Q4: 80,770 shares 80,770 $13.1M 0.47% -114,263 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: 21,905 shares; 2024Q4: 51,935 shares; 2025Q1: 59,231 shares; 2025Q2: 60,271 shares; 2025Q3: 59,542 shares; 2025Q4: 61,981 shares 61,981 $12.9M 0.46% +2,439 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,690 shares; 2024Q4: 113,120 shares; 2025Q1: 116,105 shares; 2025Q2: 107,858 shares; 2025Q3: 107,107 shares; 2025Q4: 98,864 shares 98,864 $12.8M 0.46% -8,243 Timeline GIL GILDAN ACTIVEWEAR INC More: the full row for GILDAN ACTIVEWEAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 202,755 shares 202,755 $12.7M 0.45% new Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 142,665 shares; 2024Q4: 96,098 shares; 2025Q1: 93,813 shares; 2025Q2: 92,135 shares; 2025Q3: 91,733 shares; 2025Q4: 92,770 shares 92,770 $12.6M 0.45% +1,037 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: 4,880 shares; 2024Q4: 4,880 shares; 2025Q1: 4,880 shares; 2025Q2: 79,940 shares; 2025Q3: 82,957 shares; 2025Q4: 83,438 shares 83,438 $12.6M 0.45% +481 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 138,294 shares; 2024Q4: 137,769 shares; 2025Q1: 77,559 shares; 2025Q2: 75,537 shares; 2025Q3: 70,760 shares; 2025Q4: 68,971 shares 68,971 $12.4M 0.45% -1,789 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: 28,380 shares; 2024Q4: 28,332 shares; 2025Q1: 27,165 shares; 2025Q2: 26,758 shares; 2025Q3: 48,552 shares; 2025Q4: 29,057 shares 29,057 $12.4M 0.44% -19,495 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: 34,689 shares; 2024Q4: 70,954 shares; 2025Q1: 70,588 shares; 2025Q2: 70,037 shares; 2025Q3: 68,561 shares; 2025Q4: 66,601 shares 66,601 $12.3M 0.44% -1,960 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,215 shares; 2024Q4: 72,000 shares; 2025Q1: 76,040 shares; 2025Q2: 78,590 shares; 2025Q3: 134,405 shares; 2025Q4: 137,953 shares 137,953 $12.2M 0.44% +3,548 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,901 shares; 2024Q4: 105,973 shares; 2025Q1: 101,501 shares; 2025Q2: 105,991 shares; 2025Q3: 104,956 shares; 2025Q4: 59,412 shares 59,412 $12.1M 0.43% -45,544 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,213 shares; 2024Q4: 34,720 shares; 2025Q1: 32,274 shares; 2025Q2: 32,131 shares; 2025Q3: 31,808 shares; 2025Q4: 20,718 shares 20,718 $11.9M 0.43% -11,090 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: 106,949 shares; 2024Q4: 104,099 shares; 2025Q1: 103,782 shares; 2025Q2: 105,439 shares; 2025Q3: 103,022 shares; 2025Q4: 102,552 shares 102,552 $11.7M 0.42% -470 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: 110,445 shares; 2024Q4: 111,615 shares; 2025Q1: 95,940 shares; 2025Q2: 94,430 shares; 2025Q3: 93,854 shares; 2025Q4: 94,596 shares 94,596 $11.6M 0.42% +742 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 134,055 shares; 2025Q2: 222,237 shares; 2025Q3: 218,999 shares; 2025Q4: 141,594 shares 141,594 $11.6M 0.41% -77,405 Timeline DSDVY DSV A/S - UNSP ADR More: the full row for DSV A/S - UNSP 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: 42,656 shares; 2025Q4: 90,319 shares 90,319 $11.5M 0.41% +47,663 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: 163,271 shares; 2024Q4: 158,696 shares; 2025Q1: 155,085 shares; 2025Q2: 152,130 shares; 2025Q3: 150,278 shares; 2025Q4: 148,783 shares 148,783 $11.5M 0.41% -1,495 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: 68,442 shares; 2024Q4: 69,940 shares; 2025Q1: 70,652 shares; 2025Q2: 71,084 shares; 2025Q3: 71,665 shares; 2025Q4: 70,885 shares 70,885 $11.3M 0.41% -780 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: 372,684 shares; 2024Q4: 317,584 shares; 2025Q1: 293,678 shares; 2025Q2: 291,507 shares; 2025Q3: 280,477 shares; 2025Q4: 290,273 shares 290,273 $11.1M 0.4% +9,796 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,801 shares; 2024Q4: 63,673 shares; 2025Q1: 34,893 shares; 2025Q2: 35,715 shares; 2025Q3: 35,214 shares; 2025Q4: 34,146 shares 34,146 $11.1M 0.4% -1,068 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: 130,847 shares; 2024Q4: 117,409 shares; 2025Q1: 119,174 shares; 2025Q2: 155,155 shares; 2025Q3: 155,352 shares; 2025Q4: 156,051 shares 156,051 $10.9M 0.39% +699 Timeline NTDOY NINTENDO CO LTD-UNSPONS ADR More: the full row for NINTENDO CO LTD-UNSPONS 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: 492,432 shares; 2025Q2: 651,436 shares; 2025Q3: 649,668 shares; 2025Q4: 639,958 shares 639,958 $10.8M 0.39% -9,710 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: 14,005 shares; 2024Q4: 15,429 shares; 2025Q1: 30,442 shares; 2025Q2: 28,569 shares; 2025Q3: 27,864 shares; 2025Q4: 114,694 shares 114,694 $10.8M 0.39% +86,830 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA 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: 116,470 shares 116,470 $10.7M 0.38% new Timeline MTUAY MTU AERO ENGINES-UNSPON ADR More: the full row for MTU AERO ENGINES-UNSPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,185 shares; 2024Q4: 42,365 shares; 2025Q1: 52,853 shares; 2025Q2: 53,258 shares; 2025Q3: 53,118 shares; 2025Q4: 51,014 shares 51,014 $10.6M 0.38% -2,104 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: 14,060 shares; 2024Q4: 12,224 shares; 2025Q1: 12,538 shares; 2025Q2: 12,569 shares; 2025Q3: 12,343 shares; 2025Q4: 9,943 shares 9,943 $10.6M 0.38% -2,400 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,675 shares; 2024Q4: 116,650 shares; 2025Q1: 125,750 shares; 2025Q2: 124,875 shares; 2025Q3: 124,875 shares; 2025Q4: 138,000 shares 138,000 $10.2M 0.37% +13,125 Timeline HEDJ 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: 186,310 shares; 2024Q4: 179,815 shares; 2025Q1: 185,475 shares; 2025Q2: 187,790 shares; 2025Q3: 188,715 shares; 2025Q4: 192,280 shares 192,280 $10.2M 0.37% +3,565 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: 75,600 shares; 2024Q4: 75,010 shares; 2025Q1: 74,945 shares; 2025Q2: 71,855 shares; 2025Q3: 71,505 shares; 2025Q4: 71,183 shares 71,183 $10.2M 0.37% -322 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: 75,336 shares; 2024Q4: 48,052 shares; 2025Q1: 45,175 shares; 2025Q2: 44,725 shares; 2025Q3: 44,717 shares; 2025Q4: 44,051 shares 44,051 $10.2M 0.37% -666 Timeline TRNO TERRENO RLTY CORP More: the full row for TERRENO RLTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 293,174 shares; 2024Q4: 293,835 shares; 2025Q1: 273,141 shares; 2025Q2: 194,587 shares; 2025Q3: 183,147 shares; 2025Q4: 172,942 shares 172,942 $10.2M 0.36% -10,205 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: 50,178 shares; 2024Q4: 51,321 shares; 2025Q1: 52,154 shares; 2025Q2: 53,412 shares; 2025Q3: 57,203 shares; 2025Q4: 58,271 shares 58,271 $10.1M 0.36% +1,068 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121,345 shares; 2024Q4: 119,375 shares; 2025Q1: 121,375 shares; 2025Q2: 122,925 shares; 2025Q3: 123,700 shares; 2025Q4: 125,145 shares 125,145 $10.1M 0.36% +1,445 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: 42,426 shares; 2024Q4: 42,333 shares; 2025Q1: 41,485 shares; 2025Q2: 40,686 shares; 2025Q3: 39,898 shares; 2025Q4: 37,780 shares 37,780 $10M 0.36% -2,118 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: 166,283 shares; 2024Q4: 164,080 shares; 2025Q1: 192,476 shares; 2025Q2: 191,185 shares; 2025Q3: 190,846 shares; 2025Q4: 185,582 shares 185,582 $9.99M 0.36% -5,264 Timeline NOK NOKIA CORP More: the full row for NOKIA 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: 1,521,940 shares 1,521,940 $9.85M 0.35% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 115,153 shares 115,153 $9.82M 0.35% new 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: 120,379 shares; 2024Q4: 117,879 shares; 2025Q1: 112,309 shares; 2025Q2: 115,733 shares; 2025Q3: 115,131 shares; 2025Q4: 115,188 shares 115,188 $9.7M 0.35% +57 Timeline Marsh & McLennan Companies … Marsh & McLennan Companies Inc More: the full row for Marsh & McLennan Companies 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: 52,153 shares 52,153 $9.68M 0.35% new HDB HDFC BANK LTD More: the full row for HDFC BANK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,590 shares; 2024Q4: 68,595 shares; 2025Q1: 70,385 shares; 2025Q2: 127,117 shares; 2025Q3: 260,264 shares; 2025Q4: 264,399 shares 264,399 $9.66M 0.35% +4,135 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: 474,358 shares; 2024Q4: 471,375 shares; 2025Q1: 469,052 shares; 2025Q2: 363,240 shares; 2025Q3: 360,676 shares; 2025Q4: 380,959 shares 380,959 $9.49M 0.34% +20,283 Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,082 shares; 2024Q4: 29,737 shares; 2025Q1: 47,237 shares; 2025Q2: 43,378 shares; 2025Q3: 44,251 shares; 2025Q4: 58,462 shares 58,462 $9.48M 0.34% +14,211 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: 98,870 shares; 2024Q4: 100,415 shares; 2025Q1: 102,538 shares; 2025Q2: 104,100 shares; 2025Q3: 104,086 shares; 2025Q4: 105,740 shares 105,740 $9.22M 0.33% +1,654 Timeline LZAGY LONZA GROUP AG-UNSPON ADR More: the full row for LONZA GROUP AG-UNSPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 68,460 shares; 2025Q1: 74,370 shares; 2025Q2: 134,645 shares; 2025Q3: 139,435 shares; 2025Q4: 135,300 shares 135,300 $9.18M 0.33% -4,135 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: 73,570 shares; 2024Q4: 71,234 shares; 2025Q1: 71,249 shares; 2025Q2: 71,080 shares; 2025Q3: 70,155 shares; 2025Q4: 68,323 shares 68,323 $9.07M 0.33% -1,832 Timeline CPAY CORPAY INC More: the full row for CORPAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,416 shares; 2024Q4: 56,701 shares; 2025Q1: 30,363 shares; 2025Q2: 30,265 shares; 2025Q3: 29,758 shares; 2025Q4: 28,954 shares 28,954 $8.71M 0.31% -804 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: 53,305 shares; 2024Q4: 53,866 shares; 2025Q1: 50,689 shares; 2025Q2: 27,239 shares; 2025Q3: 26,328 shares; 2025Q4: 25,970 shares 25,970 $8.57M 0.31% -358 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,444 shares; 2024Q4: 22,141 shares; 2025Q1: 21,243 shares; 2025Q2: 21,032 shares; 2025Q3: 20,348 shares; 2025Q4: 18,742 shares 18,742 $8.5M 0.3% -1,606 Timeline EXPGY EXPERIAN PLC-SPONS ADR More: the full row for EXPERIAN PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 158,794 shares; 2024Q4: 162,479 shares; 2025Q1: 101,070 shares; 2025Q2: 103,045 shares; 2025Q3: 181,172 shares; 2025Q4: 182,492 shares 182,492 $8.25M 0.3% +1,320 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: 30,111 shares; 2024Q4: 30,009 shares; 2025Q1: 30,529 shares; 2025Q2: 32,043 shares; 2025Q3: 31,207 shares; 2025Q4: 30,401 shares 30,401 $8.16M 0.29% -806 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: 54,843 shares; 2024Q4: 54,175 shares; 2025Q1: 50,752 shares; 2025Q2: 49,732 shares; 2025Q3: 48,629 shares; 2025Q4: 44,463 shares 44,463 $8.15M 0.29% -4,166 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: 246,719 shares; 2024Q4: 255,289 shares; 2025Q1: 254,999 shares; 2025Q2: 256,272 shares; 2025Q3: 257,078 shares; 2025Q4: 200,064 shares 200,064 $8.15M 0.29% -57,014 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: 30,482 shares; 2024Q4: 31,020 shares; 2025Q1: 31,391 shares; 2025Q2: 31,953 shares; 2025Q3: 29,189 shares; 2025Q4: 29,771 shares 29,771 $8.13M 0.29% +582 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: 51,580 shares; 2024Q4: 54,280 shares; 2025Q1: 56,254 shares; 2025Q2: 57,094 shares; 2025Q3: 56,349 shares; 2025Q4: 42,797 shares 42,797 $7.94M 0.28% -13,552 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,989 shares; 2024Q4: 51,916 shares; 2025Q1: 52,175 shares; 2025Q2: 56,307 shares; 2025Q3: 56,494 shares; 2025Q4: 57,965 shares 57,965 $7.89M 0.28% +1,471 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: 40,569 shares; 2024Q4: 35,784 shares; 2025Q1: 35,654 shares; 2025Q2: 31,249 shares; 2025Q3: 30,474 shares; 2025Q4: 30,360 shares 30,360 $7.81M 0.28% -114 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: 67,421 shares; 2024Q4: 67,323 shares; 2025Q1: 63,570 shares; 2025Q2: 62,644 shares; 2025Q3: 61,755 shares; 2025Q4: 60,422 shares 60,422 $7.57M 0.27% -1,333 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS 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: 283,534 shares; 2025Q3: 290,968 shares; 2025Q4: 295,196 shares 295,196 $7.51M 0.27% +4,228 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: 31,940 shares; 2024Q4: 29,194 shares; 2025Q1: 28,324 shares; 2025Q2: 26,946 shares; 2025Q3: 25,924 shares; 2025Q4: 24,576 shares 24,576 $7.51M 0.27% -1,348 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: 22,170 shares; 2024Q4: 21,825 shares; 2025Q1: 21,328 shares; 2025Q2: 19,465 shares; 2025Q3: 19,202 shares; 2025Q4: 18,432 shares 18,432 $7.17M 0.26% -770 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,104 shares; 2024Q4: 37,901 shares; 2025Q1: 18,581 shares; 2025Q2: 17,633 shares; 2025Q3: 17,213 shares; 2025Q4: 15,361 shares 15,361 $6.97M 0.25% -1,852 Timeline SR SPIRE INC More: the full row for SPIRE 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: 83,914 shares 83,914 $6.94M 0.25% new 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: 14,315 shares; 2024Q4: 13,867 shares; 2025Q1: 13,412 shares; 2025Q2: 13,802 shares; 2025Q3: 13,857 shares; 2025Q4: 13,694 shares 13,694 $6.88M 0.25% -163 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: 62,757 shares; 2024Q4: 62,813 shares; 2025Q1: 59,374 shares; 2025Q2: 61,126 shares; 2025Q3: 59,346 shares; 2025Q4: 54,065 shares 54,065 $6.8M 0.24% -5,281 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: 84,670 shares; 2024Q4: 87,920 shares; 2025Q1: 66,882 shares; 2025Q2: 67,307 shares; 2025Q3: 66,484 shares; 2025Q4: 67,802 shares 67,802 $6.51M 0.23% +1,318 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: 111,445 shares; 2024Q4: 111,505 shares; 2025Q1: 110,780 shares; 2025Q2: 100,252 shares; 2025Q3: 105,342 shares; 2025Q4: 117,767 shares 117,767 $6.35M 0.23% +12,425 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,064 shares; 2024Q4: 106,041 shares; 2025Q1: 106,790 shares; 2025Q2: 104,274 shares; 2025Q3: 102,493 shares; 2025Q4: 94,063 shares 94,063 $6.32M 0.23% -8,430 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,822 shares; 2024Q4: 68,922 shares; 2025Q1: 44,315 shares; 2025Q2: 42,405 shares; 2025Q3: 41,362 shares; 2025Q4: 93,050 shares 93,050 $6.23M 0.22% +51,688 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,790 shares; 2024Q4: 33,370 shares; 2025Q1: 34,716 shares; 2025Q2: 68,662 shares; 2025Q3: 69,326 shares; 2025Q4: 71,985 shares 71,985 $5.97M 0.21% +2,659 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: 25,086 shares; 2024Q4: 18,699 shares; 2025Q1: 18,239 shares; 2025Q2: 18,585 shares; 2025Q3: 18,712 shares; 2025Q4: 18,143 shares 18,143 $5.94M 0.21% -569 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: 12,550 shares; 2024Q4: 12,325 shares; 2025Q1: 11,810 shares; 2025Q2: 10,570 shares; 2025Q3: 10,365 shares; 2025Q4: 10,240 shares 10,240 $5.87M 0.21% -125 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: 22,595 shares; 2024Q4: 24,285 shares; 2025Q1: 25,885 shares; 2025Q2: 28,285 shares; 2025Q3: 28,280 shares; 2025Q4: 30,225 shares 30,225 $5.79M 0.21% +1,945 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,638 shares; 2024Q4: 48,638 shares; 2025Q1: 48,638 shares; 2025Q2: 42,470 shares; 2025Q3: 41,470 shares; 2025Q4: 40,970 shares 40,970 $5.78M 0.21% -500 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: 44,739 shares; 2024Q4: 42,019 shares; 2025Q1: 40,714 shares; 2025Q2: 38,849 shares; 2025Q3: 38,416 shares; 2025Q4: 37,056 shares 37,056 $5.69M 0.2% -1,360 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: 10,373 shares; 2024Q4: 10,759 shares; 2025Q1: 10,905 shares; 2025Q2: 11,134 shares; 2025Q3: 10,965 shares; 2025Q4: 11,506 shares 11,506 $5.57M 0.2% +541 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,910 shares; 2024Q4: 63,050 shares; 2025Q1: 70,575 shares; 2025Q2: 71,200 shares; 2025Q3: 71,200 shares; 2025Q4: 71,229 shares 71,229 $5.37M 0.19% +29 Timeline DBSDY DBS GROUP HOLDINGS-SPON ADR More: the full row for DBS GROUP HOLDINGS-SPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,728 shares; 2024Q4: 47,565 shares; 2025Q1: 48,516 shares; 2025Q2: 36,547 shares; 2025Q3: 31,270 shares; 2025Q4: 30,531 shares 30,531 $5.35M 0.19% -739 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 202,381 shares; 2024Q4: 219,255 shares; 2025Q1: 216,355 shares; 2025Q2: 217,976 shares; 2025Q3: 218,534 shares; 2025Q4: 225,654 shares 225,654 $5.35M 0.19% +7,120 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: 23,135 shares; 2024Q4: 21,752 shares; 2025Q1: 21,777 shares; 2025Q2: 21,164 shares; 2025Q3: 20,524 shares; 2025Q4: 20,239 shares 20,239 $5.31M 0.19% -285 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: 47,420 shares; 2024Q4: 46,845 shares; 2025Q1: 46,945 shares; 2025Q2: 46,495 shares; 2025Q3: 46,395 shares; 2025Q4: 46,395 shares 46,395 $5.12M 0.18% 0 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: 16,992 shares; 2024Q4: 16,992 shares; 2025Q1: 16,952 shares; 2025Q2: 16,152 shares; 2025Q3: 16,307 shares; 2025Q4: 16,157 shares 16,157 $5.07M 0.18% -150 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,509 shares; 2024Q4: 5,491 shares; 2025Q1: 4,558 shares; 2025Q2: 5,804 shares; 2025Q3: 5,838 shares; 2025Q4: 2,513 shares 2,513 $5.06M 0.18% -3,325 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 411,114 shares; 2024Q4: 271,190 shares; 2025Q1: 265,205 shares; 2025Q2: 271,235 shares; 2025Q3: 269,735 shares; 2025Q4: 181,945 shares 181,945 $5M 0.18% -87,790 Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 189,270 shares; 2024Q4: 187,530 shares; 2025Q1: 167,880 shares; 2025Q2: 91,018 shares; 2025Q3: 92,133 shares; 2025Q4: 92,942 shares 92,942 $4.87M 0.17% +809 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA 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: 67,808 shares; 2025Q3: 70,395 shares; 2025Q4: 73,030 shares 73,030 $4.68M 0.17% +2,635 Timeline TTNDY TECHTRONIC INDUSTRIES-SP ADR More: the full row for TECHTRONIC INDUSTRIES-SP ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 136,523 shares; 2024Q4: 136,303 shares; 2025Q1: 138,358 shares; 2025Q2: 80,240 shares; 2025Q3: 80,230 shares; 2025Q4: 80,490 shares 80,490 $4.65M 0.17% +260 Timeline WMMVY WALMART DE MEXICO-SPON ADR V More: the full row for WALMART DE MEXICO-SPON ADR V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 162,252 shares; 2024Q4: 138,325 shares; 2025Q1: 143,500 shares; 2025Q2: 144,890 shares; 2025Q3: 145,230 shares; 2025Q4: 145,785 shares 145,785 $4.54M 0.16% +555 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: 66,475 shares; 2024Q4: 63,160 shares; 2025Q1: 63,060 shares; 2025Q2: 62,800 shares; 2025Q3: 62,390 shares; 2025Q4: 61,605 shares 61,605 $4.53M 0.16% -785 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: 52,778 shares; 2024Q4: 53,628 shares; 2025Q1: 55,083 shares; 2025Q2: 56,475 shares; 2025Q3: 56,807 shares; 2025Q4: 40,079 shares 40,079 $4.5M 0.16% -16,728 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: 18,491 shares; 2024Q4: 14,441 shares; 2025Q1: 15,741 shares; 2025Q2: 30,841 shares; 2025Q3: 51,541 shares; 2025Q4: 74,991 shares 74,991 $4.39M 0.16% +23,450 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,517 shares; 2024Q4: 23,604 shares; 2025Q1: 24,399 shares; 2025Q2: 24,987 shares; 2025Q3: 24,896 shares; 2025Q4: 23,501 shares 23,501 $4.36M 0.16% -1,395 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: 199,610 shares; 2024Q4: 194,985 shares; 2025Q1: 188,785 shares; 2025Q2: 179,260 shares; 2025Q3: 175,481 shares; 2025Q4: 175,131 shares 175,131 $4.35M 0.16% -350 Timeline LSEGY LONDON STOCK EX GRP ADR SPON More: the full row for LONDON STOCK EX GRP ADR SPON 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: 141,684 shares 141,684 $4.26M 0.15% new Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,111 shares; 2024Q4: 35,065 shares; 2025Q1: 35,852 shares; 2025Q2: 35,170 shares; 2025Q3: 34,302 shares; 2025Q4: 40,954 shares 40,954 $4.13M 0.15% +6,652 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: 1,537 shares; 2024Q4: 1,666 shares; 2025Q1: 1,661 shares; 2025Q2: 1,611 shares; 2025Q3: 1,592 shares; 2025Q4: 6,566 shares 6,566 $4.12M 0.15% +4,974 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,793 shares; 2025Q4: 51,236 shares 51,236 $4.07M 0.15% +48,443 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: 50,025 shares; 2024Q4: 55,349 shares; 2025Q1: 49,530 shares; 2025Q2: 46,547 shares; 2025Q3: 43,118 shares; 2025Q4: 42,338 shares 42,338 $4.07M 0.15% -780 Timeline DSNKY DAIICHI SANKYO CO-SPON ADR More: the full row for DAIICHI SANKYO CO-SPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 314,920 shares; 2024Q4: 287,135 shares; 2025Q1: 360,155 shares; 2025Q2: 360,840 shares; 2025Q3: 198,955 shares; 2025Q4: 186,590 shares 186,590 $3.99M 0.14% -12,365 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,586 shares; 2024Q4: 46,586 shares; 2025Q1: 45,536 shares; 2025Q2: 38,774 shares; 2025Q3: 34,774 shares; 2025Q4: 34,694 shares 34,694 $3.95M 0.14% -80 Timeline NSRGY NESTLE SA-SPONS ADR More: the full row for NESTLE SA-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,932 shares; 2024Q4: 26,394 shares; 2025Q1: 47,430 shares; 2025Q2: 46,919 shares; 2025Q3: 41,184 shares; 2025Q4: 37,682 shares 37,682 $3.75M 0.13% -3,502 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,090 shares; 2024Q4: 49,150 shares; 2025Q1: 49,200 shares; 2025Q2: 48,750 shares; 2025Q3: 47,650 shares; 2025Q4: 46,725 shares 46,725 $3.69M 0.13% -925 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: 11,700 shares; 2024Q4: 11,470 shares; 2025Q1: 10,938 shares; 2025Q2: 10,585 shares; 2025Q3: 10,352 shares; 2025Q4: 9,642 shares 9,642 $3.57M 0.13% -710 Timeline VNOM VIPER ENERGY INC More: the full row for VIPER ENERGY 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: 85,540 shares; 2025Q4: 89,465 shares 89,465 $3.46M 0.12% +3,925 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: 22,963 shares; 2024Q4: 23,167 shares; 2025Q1: 22,613 shares; 2025Q2: 16,413 shares; 2025Q3: 16,413 shares; 2025Q4: 15,913 shares 15,913 $3.35M 0.12% -500 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: 14,302 shares; 2024Q4: 11,354 shares; 2025Q1: 10,854 shares; 2025Q2: 7,842 shares; 2025Q3: 7,342 shares; 2025Q4: 7,033 shares 7,033 $3.33M 0.12% -309 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,805 shares; 2024Q4: 52,310 shares; 2025Q1: 51,595 shares; 2025Q2: 54,305 shares; 2025Q3: 54,388 shares; 2025Q4: 57,863 shares 57,863 $3.26M 0.12% +3,475 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,569 shares; 2024Q4: 34,226 shares; 2025Q1: 33,409 shares; 2025Q2: 33,289 shares; 2025Q3: 32,054 shares; 2025Q4: 32,769 shares 32,769 $3.24M 0.12% +715 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: 13,117 shares; 2024Q4: 12,552 shares; 2025Q1: 12,425 shares; 2025Q2: 12,312 shares; 2025Q3: 12,412 shares; 2025Q4: 12,712 shares 12,712 $3.14M 0.11% +300 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,762 shares; 2024Q4: 10,109 shares; 2025Q1: 11,571 shares; 2025Q2: 12,326 shares; 2025Q3: 12,245 shares; 2025Q4: 11,835 shares 11,835 $3.07M 0.11% -410 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,388 shares; 2024Q4: 9,653 shares; 2025Q1: 10,573 shares; 2025Q2: 11,388 shares; 2025Q3: 11,788 shares; 2025Q4: 11,878 shares 11,878 $2.86M 0.1% +90 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: 167,677 shares; 2024Q4: 95,505 shares; 2025Q1: 73,955 shares; 2025Q2: 73,755 shares; 2025Q3: 71,875 shares; 2025Q4: 70,675 shares 70,675 $2.61M 0.09% -1,200 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,728 shares; 2024Q4: 51,548 shares; 2025Q1: 49,396 shares; 2025Q2: 46,591 shares; 2025Q3: 25,683 shares; 2025Q4: 26,026 shares 26,026 $2.54M 0.09% +343 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: 12,134 shares; 2024Q4: 11,204 shares; 2025Q1: 10,139 shares; 2025Q2: 9,772 shares; 2025Q3: 9,237 shares; 2025Q4: 8,487 shares 8,487 $2.46M 0.09% -750 Timeline GNTX GENTEX CORP More: the full row for GENTEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,700 shares; 2024Q4: 87,700 shares; 2025Q1: 87,200 shares; 2025Q2: 92,100 shares; 2025Q3: 91,240 shares; 2025Q4: 98,340 shares 98,340 $2.29M 0.08% +7,100 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: 13,005 shares; 2024Q4: 12,665 shares; 2025Q1: 12,472 shares; 2025Q2: 12,199 shares; 2025Q3: 11,748 shares; 2025Q4: 11,721 shares 11,721 $2.29M 0.08% -27 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,024 shares; 2024Q4: 19,024 shares; 2025Q1: 22,024 shares; 2025Q2: 22,024 shares; 2025Q3: 27,024 shares; 2025Q4: 27,524 shares 27,524 $2.23M 0.08% +500 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: 7,322 shares; 2024Q4: 7,322 shares; 2025Q1: 7,298 shares; 2025Q2: 7,148 shares; 2025Q3: 7,148 shares; 2025Q4: 7,156 shares 7,156 $2.2M 0.08% +8 Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,425 shares; 2024Q4: 22,275 shares; 2025Q1: 24,525 shares; 2025Q2: 24,525 shares; 2025Q3: 24,500 shares; 2025Q4: 24,500 shares 24,500 $2.17M 0.08% 0 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: 61,183 shares; 2024Q4: 61,308 shares; 2025Q1: 62,833 shares; 2025Q2: 62,100 shares; 2025Q3: 62,375 shares; 2025Q4: 62,126 shares 62,126 $2.16M 0.08% -249 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: 14,238 shares; 2024Q4: 12,703 shares; 2025Q1: 10,598 shares; 2025Q2: 9,113 shares; 2025Q3: 9,003 shares; 2025Q4: 8,268 shares 8,268 $2.12M 0.08% -735 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: 34,560 shares; 2024Q4: 33,060 shares; 2025Q1: 33,060 shares; 2025Q2: 33,060 shares; 2025Q3: 31,060 shares; 2025Q4: 31,071 shares 31,071 $2.05M 0.07% +11 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: 23,580 shares; 2024Q4: 23,080 shares; 2025Q1: 24,030 shares; 2025Q2: 23,930 shares; 2025Q3: 26,173 shares; 2025Q4: 25,273 shares 25,273 $2.03M 0.07% -900 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: 13,157 shares; 2024Q4: 12,078 shares; 2025Q1: 12,028 shares; 2025Q2: 10,928 shares; 2025Q3: 10,018 shares; 2025Q4: 9,403 shares 9,403 $1.93M 0.07% -615 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: 165,238 shares; 2024Q4: 164,721 shares; 2025Q1: 158,861 shares; 2025Q2: 147,361 shares; 2025Q3: 147,361 shares; 2025Q4: 145,901 shares 145,901 $1.91M 0.07% -1,460 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: 3,184 shares; 2024Q4: 3,184 shares; 2025Q1: 3,163 shares; 2025Q2: 3,363 shares; 2025Q3: 3,333 shares; 2025Q4: 3,283 shares 3,283 $1.9M 0.07% -50 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: 41,903 shares; 2024Q4: 40,127 shares; 2025Q1: 35,248 shares; 2025Q2: 33,592 shares; 2025Q3: 28,942 shares; 2025Q4: 17,017 shares 17,017 $1.72M 0.06% -11,925 Timeline CMA COMERICA INC More: the full row for COMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,834 shares; 2024Q4: 24,187 shares; 2025Q1: 24,187 shares; 2025Q2: 25,024 shares; 2025Q3: 26,274 shares; 2025Q4: 19,542 shares 19,542 $1.7M 0.06% -6,732 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,481 shares; 2024Q4: 3,456 shares; 2025Q1: 3,456 shares; 2025Q2: 3,691 shares; 2025Q3: 3,656 shares; 2025Q4: 3,606 shares 3,606 $1.68M 0.06% -50 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: 10,568 shares; 2024Q4: 10,365 shares; 2025Q1: 10,685 shares; 2025Q2: 9,870 shares; 2025Q3: 9,974 shares; 2025Q4: 9,679 shares 9,679 $1.66M 0.06% -295 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,250 shares; 2024Q4: 12,600 shares; 2025Q1: 10,400 shares; 2025Q2: 10,400 shares; 2025Q3: 8,940 shares; 2025Q4: 8,990 shares 8,990 $1.6M 0.06% +50 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: not reported; 2024Q4: not reported; 2025Q1: 3 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares 2 $1.51M 0.05% 0 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,518 shares; 2024Q4: 2,319 shares; 2025Q1: 2,494 shares; 2025Q2: 2,795 shares; 2025Q3: 7,795 shares; 2025Q4: 11,795 shares 11,795 $1.42M 0.05% +4,000 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 9,900 shares; 2025Q2: 9,900 shares; 2025Q3: 9,900 shares; 2025Q4: 9,900 shares 9,900 $1.34M 0.05% 0 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,552 shares; 2024Q4: 1,552 shares; 2025Q1: 1,502 shares; 2025Q2: 1,486 shares; 2025Q3: 1,486 shares; 2025Q4: 1,486 shares 1,486 $1.31M 0.05% 0 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: 1,960 shares; 2024Q4: 1,960 shares; 2025Q1: 1,962 shares; 2025Q2: 1,969 shares; 2025Q3: 1,969 shares; 2025Q4: 1,984 shares 1,984 $1.3M 0.05% +15 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: 3,865 shares; 2024Q4: 3,657 shares; 2025Q1: 3,357 shares; 2025Q2: 3,357 shares; 2025Q3: 3,357 shares; 2025Q4: 3,357 shares 3,357 $1.29M 0.05% 0 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: 14,453 shares; 2024Q4: 14,468 shares; 2025Q1: 13,553 shares; 2025Q2: 13,223 shares; 2025Q3: 13,166 shares; 2025Q4: 13,196 shares 13,196 $1.24M 0.04% +30 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: 7,802 shares; 2024Q4: 7,802 shares; 2025Q1: 7,802 shares; 2025Q2: 7,702 shares; 2025Q3: 8,002 shares; 2025Q4: 8,002 shares 8,002 $1.23M 0.04% 0 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,849 shares; 2024Q4: 1,909 shares; 2025Q1: 1,959 shares; 2025Q2: 3,043 shares; 2025Q3: 3,017 shares; 2025Q4: 3,025 shares 3,025 $1.2M 0.04% +8 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: 9,665 shares; 2024Q4: 9,603 shares; 2025Q1: 7,951 shares; 2025Q2: 6,971 shares; 2025Q3: 5,062 shares; 2025Q4: 4,777 shares 4,777 $1.18M 0.04% -285 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: 7,849 shares; 2024Q4: 7,864 shares; 2025Q1: 8,002 shares; 2025Q2: 8,302 shares; 2025Q3: 9,708 shares; 2025Q4: 9,325 shares 9,325 $1.15M 0.04% -383 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: 5,151 shares; 2024Q4: 5,160 shares; 2025Q1: 6,261 shares; 2025Q2: 6,323 shares; 2025Q3: 5,493 shares; 2025Q4: 5,288 shares 5,288 $1.12M 0.04% -205 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: 9,201 shares; 2024Q4: 9,186 shares; 2025Q1: 9,091 shares; 2025Q2: 9,661 shares; 2025Q3: 9,750 shares; 2025Q4: 10,125 shares 10,125 $1.09M 0.04% +375 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,350 shares; 2024Q4: 9,350 shares; 2025Q1: 8,585 shares; 2025Q2: 8,282 shares; 2025Q3: 8,282 shares; 2025Q4: 8,174 shares 8,174 $1.05M 0.04% -108 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: 4,121 shares; 2024Q4: 4,071 shares; 2025Q1: 4,179 shares; 2025Q2: 4,379 shares; 2025Q3: 4,354 shares; 2025Q4: 4,354 shares 4,354 $1.05M 0.04% 0 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: 14,550 shares; 2024Q4: 14,550 shares; 2025Q1: 14,550 shares; 2025Q2: 14,550 shares; 2025Q3: 14,450 shares; 2025Q4: 13,450 shares 13,450 $991K 0.04% -1,000 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: 4,820 shares; 2024Q4: 4,530 shares; 2025Q1: 4,330 shares; 2025Q2: 4,230 shares; 2025Q3: 4,153 shares; 2025Q4: 4,143 shares 4,143 $943K 0.03% -10 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: 922 shares; 2024Q4: 880 shares; 2025Q1: 880 shares; 2025Q2: 880 shares; 2025Q3: 880 shares; 2025Q4: 905 shares 905 $913K 0.03% +25 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: 2,308 shares; 2024Q4: 2,619 shares; 2025Q1: 2,641 shares; 2025Q2: 2,610 shares; 2025Q3: 2,556 shares; 2025Q4: 2,439 shares 2,439 $911K 0.03% -117 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: 3,531 shares; 2024Q4: 3,506 shares; 2025Q1: 3,586 shares; 2025Q2: 3,811 shares; 2025Q3: 3,711 shares; 2025Q4: 3,669 shares 3,669 $904K 0.03% -42 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: 4,400 shares; 2024Q4: 4,400 shares; 2025Q1: 4,400 shares; 2025Q2: 4,300 shares; 2025Q3: 4,300 shares; 2025Q4: 4,100 shares 4,100 $853K 0.03% -200 Timeline GMED GLOBUS MED INC More: the full row for GLOBUS MED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,464 shares; 2024Q4: 10,295 shares; 2025Q1: 10,338 shares; 2025Q2: 10,608 shares; 2025Q3: 11,183 shares; 2025Q4: 9,658 shares 9,658 $843K 0.03% -1,525 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: 3,713 shares; 2024Q4: 3,713 shares; 2025Q1: 3,791 shares; 2025Q2: 2,491 shares; 2025Q3: 2,591 shares; 2025Q4: 2,591 shares 2,591 $825K 0.03% 0 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,668 shares; 2024Q4: 2,668 shares; 2025Q1: 2,668 shares; 2025Q2: 2,668 shares; 2025Q3: 2,668 shares; 2025Q4: 2,780 shares 2,780 $803K 0.03% +112 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,700 shares; 2024Q4: 8,200 shares; 2025Q1: 8,200 shares; 2025Q2: 8,200 shares; 2025Q3: 8,000 shares; 2025Q4: 8,000 shares 8,000 $799K 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: 3,547 shares; 2024Q4: 3,547 shares; 2025Q1: 3,447 shares; 2025Q2: 3,047 shares; 2025Q3: 2,947 shares; 2025Q4: 2,847 shares 2,847 $772K 0.03% -100 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: 2,297 shares; 2024Q4: 2,297 shares; 2025Q1: 2,297 shares; 2025Q2: 2,222 shares; 2025Q3: 2,222 shares; 2025Q4: 2,202 shares 2,202 $771K 0.03% -20 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,269 shares; 2024Q4: 42,269 shares; 2025Q1: 42,119 shares; 2025Q2: 41,886 shares; 2025Q3: 42,093 shares; 2025Q4: 42,093 shares 42,093 $730K 0.03% 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: 6,900 shares; 2024Q4: 6,900 shares; 2025Q1: 7,600 shares; 2025Q2: 7,650 shares; 2025Q3: 8,100 shares; 2025Q4: 8,100 shares 8,100 $709K 0.03% 0 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: 6,400 shares; 2024Q4: 6,300 shares; 2025Q1: 5,850 shares; 2025Q2: 6,100 shares; 2025Q3: 6,050 shares; 2025Q4: 6,700 shares 6,700 $697K 0.02% +650 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,998 shares; 2024Q4: 3,973 shares; 2025Q1: 4,323 shares; 2025Q2: 4,298 shares; 2025Q3: 4,273 shares; 2025Q4: 4,248 shares 4,248 $694K 0.02% -25 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: 920 shares; 2024Q4: 1,036 shares; 2025Q1: 1,036 shares; 2025Q2: 999 shares; 2025Q3: 990 shares; 2025Q4: 982 shares 982 $670K 0.02% -8 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: 905 shares; 2024Q4: 855 shares; 2025Q1: 855 shares; 2025Q2: 830 shares; 2025Q3: 830 shares; 2025Q4: 755 shares 755 $664K 0.02% -75 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,275 shares; 2024Q4: 4,825 shares; 2025Q1: 4,775 shares; 2025Q2: 4,175 shares; 2025Q3: 4,075 shares; 2025Q4: 3,975 shares 3,975 $638K 0.02% -100 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,585 shares; 2024Q4: 6,225 shares; 2025Q1: 6,263 shares; 2025Q2: 6,868 shares; 2025Q3: 7,003 shares; 2025Q4: 7,388 shares 7,388 $612K 0.02% +385 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: 927 shares; 2024Q4: 966 shares; 2025Q1: 966 shares; 2025Q2: 948 shares; 2025Q3: 948 shares; 2025Q4: 893 shares 893 $612K 0.02% -55 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: 14,667 shares; 2024Q4: 14,404 shares; 2025Q1: 13,705 shares; 2025Q2: 12,061 shares; 2025Q3: 12,457 shares; 2025Q4: 12,456 shares 12,456 $597K 0.02% -1 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: 2,785 shares; 2024Q4: 2,785 shares; 2025Q1: 3,090 shares; 2025Q2: 3,315 shares; 2025Q3: 3,540 shares; 2025Q4: 3,685 shares 3,685 $593K 0.02% +145 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: 8,250 shares; 2024Q4: 9,250 shares; 2025Q1: 10,250 shares; 2025Q2: 10,100 shares; 2025Q3: 10,100 shares; 2025Q4: 10,150 shares 10,150 $585K 0.02% +50 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,127 shares; 2024Q4: 5,116 shares; 2025Q1: 5,078 shares; 2025Q2: 4,854 shares; 2025Q3: 4,854 shares; 2025Q4: 4,796 shares 4,796 $574K 0.02% -58 Timeline TTC TORO CO More: the full row for TORO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,270 shares; 2024Q4: 18,880 shares; 2025Q1: 13,710 shares; 2025Q2: 9,565 shares; 2025Q3: 9,430 shares; 2025Q4: 6,905 shares 6,905 $544K 0.02% -2,525 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,888 shares; 2024Q4: 1,888 shares; 2025Q1: 1,888 shares; 2025Q2: 1,563 shares; 2025Q3: 1,563 shares; 2025Q4: 1,573 shares 1,573 $542K 0.02% +10 Timeline NEOG NEOGEN CORP More: the full row for NEOGEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 143,362 shares; 2024Q4: 146,932 shares; 2025Q1: 145,300 shares; 2025Q2: 115,000 shares; 2025Q3: 86,700 shares; 2025Q4: 76,750 shares 76,750 $536K 0.02% -9,950 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: 3,675 shares; 2024Q4: 3,475 shares; 2025Q1: 3,475 shares; 2025Q2: 3,475 shares; 2025Q3: 3,564 shares; 2025Q4: 3,264 shares 3,264 $531K 0.02% -300 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: 9,435 shares; 2024Q4: 9,415 shares; 2025Q1: 8,945 shares; 2025Q2: 8,805 shares; 2025Q3: 8,805 shares; 2025Q4: 8,890 shares 8,890 $519K 0.02% +85 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: 12,000 shares; 2024Q4: 12,000 shares; 2025Q1: 12,050 shares; 2025Q2: 11,850 shares; 2025Q3: 11,650 shares; 2025Q4: 11,900 shares 11,900 $519K 0.02% +250 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,230 shares; 2024Q4: 5,230 shares; 2025Q1: 5,230 shares; 2025Q2: 5,230 shares; 2025Q3: 5,600 shares; 2025Q4: 5,660 shares 5,660 $518K 0.02% +60 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: 5,706 shares; 2024Q4: 5,531 shares; 2025Q1: 6,054 shares; 2025Q2: 5,954 shares; 2025Q3: 6,154 shares; 2025Q4: 5,054 shares 5,054 $518K 0.02% -1,100 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,035 shares; 2024Q4: 3,035 shares; 2025Q1: 3,035 shares; 2025Q2: 2,910 shares; 2025Q3: 2,860 shares; 2025Q4: 2,735 shares 2,735 $497K 0.02% -125 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,710 shares; 2024Q4: 6,510 shares; 2025Q1: 6,410 shares; 2025Q2: 6,410 shares; 2025Q3: 6,410 shares; 2025Q4: 6,235 shares 6,235 $495K 0.02% -175 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,652 shares; 2024Q4: 11,652 shares; 2025Q1: 10,122 shares; 2025Q2: 9,622 shares; 2025Q3: 9,622 shares; 2025Q4: 7,000 shares 7,000 $490K 0.02% -2,622 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: 3,030 shares; 2024Q4: 3,030 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares 3,000 $488K 0.02% 0 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,800 shares; 2024Q4: 5,800 shares; 2025Q1: 5,800 shares; 2025Q2: 5,800 shares; 2025Q3: 5,800 shares; 2025Q4: 5,400 shares 5,400 $479K 0.02% -400 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,860 shares; 2024Q4: 4,910 shares; 2025Q1: 5,710 shares; 2025Q2: 6,035 shares; 2025Q3: 6,635 shares; 2025Q4: 7,010 shares 7,010 $477K 0.02% +375 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,111 shares; 2024Q4: 18,224 shares; 2025Q1: 18,663 shares; 2025Q2: 37,722 shares; 2025Q3: 36,552 shares; 2025Q4: 1,034 shares 1,034 $460K 0.02% -35,518 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,250 shares; 2024Q4: 2,350 shares; 2025Q1: 2,850 shares; 2025Q2: 3,050 shares; 2025Q3: 3,050 shares; 2025Q4: 3,050 shares 3,050 $454K 0.02% 0 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: 1,800 shares; 2024Q4: 1,800 shares; 2025Q1: 1,800 shares; 2025Q2: 1,800 shares; 2025Q3: 1,800 shares; 2025Q4: 2,040 shares 2,040 $448K 0.02% +240 Timeline MBWM MERCANTILE BK CORP More: the full row for MERCANTILE BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,189 shares; 2024Q4: 9,189 shares; 2025Q1: 9,189 shares; 2025Q2: 9,189 shares; 2025Q3: 9,189 shares; 2025Q4: 9,189 shares 9,189 $442K 0.02% 0 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: 875 shares; 2024Q4: 875 shares; 2025Q1: 915 shares; 2025Q2: 840 shares; 2025Q3: 840 shares; 2025Q4: 840 shares 840 $439K 0.02% 0 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,956 shares; 2024Q4: 25,193 shares; 2025Q1: 7,075 shares; 2025Q2: 6,000 shares; 2025Q3: 4,250 shares; 2025Q4: 4,400 shares 4,400 $436K 0.02% +150 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: 4,256 shares; 2024Q4: 4,056 shares; 2025Q1: 4,910 shares; 2025Q2: 4,535 shares; 2025Q3: 4,235 shares; 2025Q4: 4,160 shares 4,160 $433K 0.02% -75 Timeline IHG INTERCONTINENTAL HOTELS GROU More: the full row for INTERCONTINENTAL HOTELS GROU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares 3,000 $422K 0.02% 0 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,816 shares; 2024Q4: 4,816 shares; 2025Q1: 4,491 shares; 2025Q2: 3,641 shares; 2025Q3: 3,491 shares; 2025Q4: 3,191 shares 3,191 $392K 0.01% -300 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,701 shares; 2024Q4: 8,791 shares; 2025Q1: 8,791 shares; 2025Q2: 8,701 shares; 2025Q3: 8,701 shares; 2025Q4: 8,701 shares 8,701 $386K 0.01% 0 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,750 shares; 2024Q4: 4,352 shares; 2025Q1: 4,152 shares; 2025Q2: 4,102 shares; 2025Q3: 4,050 shares; 2025Q4: 3,850 shares 3,850 $382K 0.01% -200 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: 1,437 shares; 2024Q4: 1,482 shares; 2025Q1: 1,507 shares; 2025Q2: 1,517 shares; 2025Q3: 1,512 shares; 2025Q4: 837 shares 837 $376K 0.01% -675 Timeline FHN FIRST HORIZON CORPORATION More: the full row for FIRST HORIZON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,500 shares; 2025Q2: 12,900 shares; 2025Q3: 12,950 shares; 2025Q4: 15,200 shares 15,200 $363K 0.01% +2,250 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,480 shares; 2024Q4: 1,480 shares; 2025Q1: 1,408 shares; 2025Q2: 1,408 shares; 2025Q3: 1,408 shares; 2025Q4: 1,408 shares 1,408 $357K 0.01% 0 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,365 shares; 2025Q2: 4,515 shares; 2025Q3: 4,515 shares; 2025Q4: 4,130 shares 4,130 $354K 0.01% -385 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,409 shares; 2024Q4: 3,409 shares; 2025Q1: 3,409 shares; 2025Q2: 3,400 shares; 2025Q3: 3,400 shares; 2025Q4: 3,400 shares 3,400 $354K 0.01% 0 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: 2,175 shares; 2024Q4: 2,207 shares; 2025Q1: 1,927 shares; 2025Q2: 1,877 shares; 2025Q3: 1,542 shares; 2025Q4: 1,528 shares 1,528 $350K 0.01% -14 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: 1,054 shares; 2024Q4: 1,054 shares; 2025Q1: 1,016 shares; 2025Q2: 981 shares; 2025Q3: 946 shares; 2025Q4: 931 shares 931 $329K 0.01% -15 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: 7,034 shares; 2024Q4: 7,034 shares; 2025Q1: 6,306 shares; 2025Q2: 6,206 shares; 2025Q3: 6,128 shares; 2025Q4: 6,128 shares 6,128 $324K 0.01% 0 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS 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: 3,940 shares 3,940 $322K 0.01% 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: not reported; 2024Q4: 3,954 shares; 2025Q1: 5,750 shares; 2025Q2: 4,454 shares; 2025Q3: 3,920 shares; 2025Q4: 3,870 shares 3,870 $315K 0.01% -50 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: 3,619 shares; 2024Q4: 3,619 shares; 2025Q1: 3,149 shares; 2025Q2: 3,149 shares; 2025Q3: 3,149 shares; 2025Q4: 3,149 shares 3,149 $315K 0.01% 0 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,487 shares; 2024Q4: 4,612 shares; 2025Q1: 4,612 shares; 2025Q2: 4,612 shares; 2025Q3: 4,525 shares; 2025Q4: 4,525 shares 4,525 $314K 0.01% 0 Timeline ESS ESSEX PPTY TR INC More: the full row for ESSEX PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,200 shares; 2024Q4: 1,200 shares; 2025Q1: 1,200 shares; 2025Q2: 1,200 shares; 2025Q3: 1,200 shares; 2025Q4: 1,200 shares 1,200 $314K 0.01% 0 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,915 shares; 2024Q4: 5,865 shares; 2025Q1: 6,414 shares; 2025Q2: 5,490 shares; 2025Q3: 3,655 shares; 2025Q4: 3,655 shares 3,655 $306K 0.01% 0 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M 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: not reported; 2025Q4: 3,100 shares 3,100 $303K 0.01% new Timeline PBAM PRIVATE BANCORP OF AMER INC More: the full row for PRIVATE BANCORP OF AMER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,200 shares; 2024Q4: 5,200 shares; 2025Q1: 5,200 shares; 2025Q2: 5,200 shares; 2025Q3: 5,200 shares; 2025Q4: 5,200 shares 5,200 $299K 0.01% 0 Timeline FLUT FLUTTER ENTMT PLC More: the full row for FLUTTER ENTMT PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,162 shares; 2024Q4: 1,363 shares; 2025Q1: 1,363 shares; 2025Q2: 1,363 shares; 2025Q3: 1,363 shares; 2025Q4: 1,363 shares 1,363 $293K 0.01% 0 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,405 shares; 2024Q4: 10,992 shares; 2025Q1: 10,596 shares; 2025Q2: 8,815 shares; 2025Q3: 8,719 shares; 2025Q4: 7,289 shares 7,289 $293K 0.01% -1,430 Timeline ZS ZSCALER INC More: the full row for ZSCALER 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: 1,050 shares; 2025Q2: 1,050 shares; 2025Q3: 1,050 shares; 2025Q4: 1,250 shares 1,250 $281K 0.01% +200 Timeline EVR EVERCORE INC More: the full row for EVERCORE 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: 700 shares; 2025Q4: 800 shares 800 $272K 0.01% +100 Timeline USIG 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: 4,335 shares; 2024Q4: 4,240 shares; 2025Q1: 4,508 shares; 2025Q2: 4,818 shares; 2025Q3: 4,958 shares; 2025Q4: 5,158 shares 5,158 $267K 0.01% +200 Timeline SLYV 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: 3,125 shares; 2024Q4: 2,800 shares; 2025Q1: 2,800 shares; 2025Q2: 2,800 shares; 2025Q3: 2,800 shares; 2025Q4: 2,800 shares 2,800 $255K 0.01% 0 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,157 shares; 2025Q4: 3,657 shares 3,657 $246K 0.01% +500 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,325 shares; 2024Q4: 3,225 shares; 2025Q1: 2,925 shares; 2025Q2: 2,553 shares; 2025Q3: 2,553 shares; 2025Q4: 2,553 shares 2,553 $243K 0.01% 0 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,303 shares; 2024Q4: 1,243 shares; 2025Q1: 1,213 shares; 2025Q2: 1,203 shares; 2025Q3: 1,193 shares; 2025Q4: 1,193 shares 1,193 $242K 0.01% 0 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: 18,895 shares; 2024Q4: 9,889 shares; 2025Q1: 9,484 shares; 2025Q2: 8,334 shares; 2025Q3: 7,185 shares; 2025Q4: 8,071 shares 8,071 $241K 0.01% +886 Timeline OZK BANK OZK LITTLE ROCK ARK More: the full row for BANK OZK LITTLE ROCK ARK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,700 shares; 2025Q3: 4,700 shares; 2025Q4: 5,200 shares 5,200 $239K 0.01% +500 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,275 shares; 2025Q4: 1,425 shares 1,425 $239K 0.01% +150 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: 9,013 shares; 2024Q4: 9,013 shares; 2025Q1: 9,013 shares; 2025Q2: 8,283 shares; 2025Q3: not reported; 2025Q4: 9,783 shares 9,783 $237K 0.01% new 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: 2,050 shares; 2024Q4: not reported; 2025Q1: 2,050 shares; 2025Q2: 2,050 shares; 2025Q3: 2,050 shares; 2025Q4: 2,050 shares 2,050 $236K 0.01% 0 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,400 shares 1,400 $233K 0.01% new 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: 95,299 shares; 2024Q4: 74,740 shares; 2025Q1: 71,611 shares; 2025Q2: 65,934 shares; 2025Q3: 8,874 shares; 2025Q4: 9,789 shares 9,789 $229K 0.01% +915 Timeline HEI-A HEICO CORP NEW More: the full row for HEICO 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: 900 shares; 2025Q3: 900 shares; 2025Q4: 900 shares 900 $227K 0.01% 0 Timeline VLY VALLEY NATL BANCORP More: the full row for VALLEY NATL BANCORP 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: 19,450 shares; 2025Q3: 19,450 shares; 2025Q4: 19,450 shares 19,450 $227K 0.01% 0 Timeline REGL 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: not reported; 2024Q4: not reported; 2025Q1: 2,650 shares; 2025Q2: 2,650 shares; 2025Q3: 2,650 shares; 2025Q4: 2,650 shares 2,650 $223K 0.01% 0 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,863 shares; 2024Q4: 1,763 shares; 2025Q1: 1,567 shares; 2025Q2: 1,567 shares; 2025Q3: 1,567 shares; 2025Q4: 1,567 shares 1,567 $221K 0.01% 0 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,598 shares 1,598 $220K 0.01% new Timeline XSD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 680 shares 680 $219K 0.01% new 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: 3,319 shares 3,319 $217K 0.01% new Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,470 shares; 2024Q4: 2,670 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,350 shares 3,350 $213K 0.01% new Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,128 shares; 2025Q3: 2,176 shares; 2025Q4: 2,176 shares 2,176 $212K 0.01% 0 Timeline CSQ CALAMOS STRATEGIC TOTAL RETU More: the full row for CALAMOS STRATEGIC TOTAL RETU 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: 10,885 shares 10,885 $209K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 700 shares; 2025Q4: 715 shares 715 $208K 0.01% +15 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: 5,704 shares; 2024Q4: 5,829 shares; 2025Q1: 4,785 shares; 2025Q2: 4,685 shares; 2025Q3: 4,810 shares; 2025Q4: 4,310 shares 4,310 $200K 0.01% -500 Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,105 shares; 2024Q4: 5,280 shares; 2025Q1: 4,415 shares; 2025Q2: 4,275 shares; 2025Q3: 4,160 shares; 2025Q4: 1,815 shares 1,815 $200K 0.01% -2,345 Timeline ESPR ESPERION THERAPEUTICS INC NE More: the full row for ESPERION THERAPEUTICS INC NE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,000 shares; 2024Q4: 22,000 shares; 2025Q1: 22,000 shares; 2025Q2: 22,000 shares; 2025Q3: 22,000 shares; 2025Q4: 22,000 shares 22,000 $81.4K <0.01% 0 Timeline WLBMF WALLBRIDGE MINING CO LTD More: the full row for WALLBRIDGE MINING CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares 10,000 $656 <0.01% 0 Timeline Invesco Van Kampen Muni.Op.… Invesco Van Kampen Muni.Op.Tr More: the full row for Invesco Van Kampen Muni.Op.Tr Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,613 shares; 2024Q4: 43,613 shares; 2025Q1: 43,613 shares; 2025Q2: 43,613 shares; 2025Q3: 43,613 shares; 2025Q4: 43,613 shares 43,613 $0 0% 0 Value filed as zero, left out of ratios.