VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 453,086 shares; 2025Q1: 462,156 shares; 2025Q2: 522,564 shares; 2025Q3: 526,159 shares; 2025Q4: 529,750 shares 529,750 $178M 7.25% +3,591 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 801,214 shares; 2025Q1: 828,954 shares; 2025Q2: 842,155 shares; 2025Q3: 888,362 shares; 2025Q4: 939,329 shares 939,329 $113M 4.61% +50,967 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 175,591 shares; 2025Q1: 173,594 shares; 2025Q2: 158,050 shares; 2025Q3: 193,824 shares; 2025Q4: 190,359 shares 190,359 $92.1M 3.76% -3,465 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: restricted; 2024Q4: 322,192 shares; 2025Q1: 314,161 shares; 2025Q2: 298,644 shares; 2025Q3: 293,615 shares; 2025Q4: 286,862 shares 286,862 $78M 3.18% -6,753 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: restricted; 2024Q4: 936,197 shares; 2025Q1: 909,622 shares; 2025Q2: 919,938 shares; 2025Q3: 923,448 shares; 2025Q4: 926,451 shares 926,451 $75.2M 3.07% +3,003 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 267,825 shares; 2025Q1: 263,612 shares; 2025Q2: 255,237 shares; 2025Q3: 240,887 shares; 2025Q4: 225,602 shares 225,602 $72.7M 2.97% -15,285 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 232,184 shares; 2025Q1: 232,481 shares; 2025Q2: 225,803 shares; 2025Q3: 221,617 shares; 2025Q4: 216,589 shares 216,589 $67.8M 2.77% -5,028 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 706,560 shares; 2025Q1: 715,585 shares; 2025Q2: 728,135 shares; 2025Q3: 734,289 shares; 2025Q4: 821,288 shares 821,288 $65.5M 2.67% +86,999 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 143,058 shares; 2025Q1: 133,361 shares; 2025Q2: 122,981 shares; 2025Q3: 119,639 shares; 2025Q4: 113,817 shares 113,817 $65M 2.65% -5,822 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: restricted; 2024Q4: 651,761 shares; 2025Q1: 655,942 shares; 2025Q2: 685,531 shares; 2025Q3: 697,304 shares; 2025Q4: 744,803 shares 744,803 $61.7M 2.52% +47,499 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 687,880 shares; 2025Q1: 747,905 shares; 2025Q2: 836,466 shares; 2025Q3: 932,557 shares; 2025Q4: 922,677 shares 922,677 $57.6M 2.35% -9,880 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 347,838 shares; 2025Q1: 340,395 shares; 2025Q2: 315,895 shares; 2025Q3: 299,981 shares; 2025Q4: 288,802 shares 288,802 $53.9M 2.2% -11,179 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 238,938 shares; 2025Q1: 301,969 shares; 2025Q2: 317,142 shares; 2025Q3: 299,568 shares; 2025Q4: 277,964 shares 277,964 $49.3M 2.01% -21,604 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 218,366 shares; 2025Q1: 218,881 shares; 2025Q2: 287,434 shares; 2025Q3: 302,747 shares; 2025Q4: 299,948 shares 299,948 $46.1M 1.88% -2,799 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 79,604 shares; 2025Q1: 65,278 shares; 2025Q2: 48,625 shares; 2025Q3: 56,241 shares; 2025Q4: 62,951 shares 62,951 $42.6M 1.74% +6,710 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: restricted; 2024Q4: 188,748 shares; 2025Q1: 168,787 shares; 2025Q2: 147,607 shares; 2025Q3: 142,858 shares; 2025Q4: 136,572 shares 136,572 $37M 1.51% -6,286 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 224,377 shares; 2025Q1: 245,112 shares; 2025Q2: 269,276 shares; 2025Q3: 280,368 shares; 2025Q4: 352,836 shares 352,836 $35.2M 1.44% +72,468 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 78,824 shares; 2025Q1: 77,901 shares; 2025Q2: 77,031 shares; 2025Q3: 76,142 shares; 2025Q4: 74,093 shares 74,093 $33.6M 1.37% -2,049 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 233,523 shares; 2025Q1: 190,690 shares; 2025Q2: 171,668 shares; 2025Q3: 163,765 shares; 2025Q4: 153,925 shares 153,925 $33M 1.35% -9,840 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22,520 shares; 2025Q1: 24,493 shares; 2025Q2: 26,933 shares; 2025Q3: 28,145 shares; 2025Q4: 57,120 shares 57,120 $32.7M 1.34% +28,975 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 39,828 shares; 2025Q1: 31,874 shares; 2025Q2: 34,743 shares; 2025Q3: 29,401 shares; 2025Q4: 46,917 shares 46,917 $32M 1.31% +17,516 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 69,953 shares; 2025Q1: 63,763 shares; 2025Q2: 59,295 shares; 2025Q3: 57,473 shares; 2025Q4: 54,951 shares 54,951 $31.1M 1.27% -2,522 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 104,151 shares; 2025Q1: 108,565 shares; 2025Q2: 173,502 shares; 2025Q3: 171,855 shares; 2025Q4: 167,195 shares 167,195 $30.8M 1.26% -4,660 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 487,019 shares; 2025Q1: 502,579 shares; 2025Q2: 517,476 shares; 2025Q3: 509,466 shares; 2025Q4: 606,060 shares 606,060 $30.7M 1.25% +96,594 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 116,873 shares; 2025Q1: 119,323 shares; 2025Q2: 115,002 shares; 2025Q3: 114,880 shares; 2025Q4: 114,050 shares 114,050 $29.3M 1.2% -830 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: restricted; 2024Q4: 205,852 shares; 2025Q1: 193,348 shares; 2025Q2: 180,420 shares; 2025Q3: 169,952 shares; 2025Q4: 161,866 shares 161,866 $29.2M 1.19% -8,086 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 87,346 shares; 2025Q1: 92,268 shares; 2025Q2: 97,395 shares; 2025Q3: 98,608 shares; 2025Q4: 128,253 shares 128,253 $28.2M 1.15% +29,645 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 48,767 shares; 2025Q1: 48,729 shares; 2025Q2: 43,758 shares; 2025Q3: 40,884 shares; 2025Q4: 40,536 shares 40,536 $27.8M 1.13% -348 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 79,556 shares; 2025Q1: 84,393 shares; 2025Q2: 81,015 shares; 2025Q3: 81,807 shares; 2025Q4: 79,536 shares 79,536 $27.4M 1.12% -2,271 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 43,313 shares; 2025Q1: 43,191 shares; 2025Q2: 42,551 shares; 2025Q3: 42,107 shares; 2025Q4: 41,042 shares 41,042 $27.2M 1.11% -1,065 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,789 shares; 2025Q1: 7,740 shares; 2025Q2: 7,660 shares; 2025Q3: 7,618 shares; 2025Q4: 5,013 shares 5,013 $26.8M 1.1% -2,605 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 107,502 shares; 2025Q1: 92,276 shares; 2025Q2: 84,121 shares; 2025Q3: 76,794 shares; 2025Q4: 70,514 shares 70,514 $24.4M 1% -6,280 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 131,438 shares; 2025Q1: 122,077 shares; 2025Q2: 110,884 shares; 2025Q3: 111,831 shares; 2025Q4: 114,250 shares 114,250 $23.6M 0.97% +2,419 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 71,461 shares; 2025Q1: 73,164 shares; 2025Q2: 71,363 shares; 2025Q3: 70,681 shares; 2025Q4: 67,969 shares 67,969 $22M 0.9% -2,712 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 69,807 shares; 2025Q1: 68,282 shares; 2025Q2: 64,300 shares; 2025Q3: 62,714 shares; 2025Q4: 60,194 shares 60,194 $21.2M 0.86% -2,520 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 28,122 shares; 2025Q1: 25,188 shares; 2025Q2: 22,500 shares; 2025Q3: 20,158 shares; 2025Q4: 19,078 shares 19,078 $20.5M 0.84% -1,080 Timeline PODD INSULET CORP More: the full row for INSULET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 150,780 shares; 2025Q1: 121,891 shares; 2025Q2: 88,630 shares; 2025Q3: 81,340 shares; 2025Q4: 71,950 shares 71,950 $20.5M 0.84% -9,390 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 260,882 shares; 2025Q1: 269,420 shares; 2025Q2: 274,119 shares; 2025Q3: 270,196 shares; 2025Q4: 255,711 shares 255,711 $20.3M 0.83% -14,485 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 73,669 shares; 2025Q1: 75,706 shares; 2025Q2: 82,094 shares; 2025Q3: 83,267 shares; 2025Q4: 86,896 shares 86,896 $19.9M 0.81% +3,629 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 41,824 shares; 2025Q1: 45,111 shares; 2025Q2: 52,441 shares; 2025Q3: 53,589 shares; 2025Q4: 56,129 shares 56,129 $18.4M 0.75% +2,540 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 148,907 shares; 2025Q1: 121,514 shares; 2025Q2: 97,403 shares; 2025Q3: 89,179 shares; 2025Q4: 80,009 shares 80,009 $18.3M 0.75% -9,170 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 632,728 shares; 2025Q1: 491,744 shares; 2025Q2: 345,590 shares; 2025Q3: 310,304 shares; 2025Q4: 272,836 shares 272,836 $18.1M 0.74% -37,468 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 46,826 shares; 2025Q1: 52,698 shares; 2025Q2: 54,795 shares; 2025Q3: 56,478 shares; 2025Q4: 56,796 shares 56,796 $18.1M 0.74% +318 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,412 shares; 2025Q1: not reported; 2025Q2: 46,319 shares; 2025Q3: 48,136 shares; 2025Q4: 119,857 shares 119,857 $17M 0.69% +71,721 Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,328 shares; 2025Q1: 2,349 shares; 2025Q2: 2,330 shares; 2025Q3: 2,312 shares; 2025Q4: 2,235 shares 2,235 $16.3M 0.67% -77 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 86,746 shares; 2025Q1: 80,966 shares; 2025Q2: 83,397 shares; 2025Q3: 84,369 shares; 2025Q4: 81,027 shares 81,027 $15.8M 0.65% -3,342 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 147,469 shares; 2025Q1: 158,436 shares; 2025Q2: 168,478 shares; 2025Q3: 191,060 shares; 2025Q4: 199,939 shares 199,939 $15.4M 0.63% +8,879 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 39,878 shares; 2025Q1: 43,126 shares; 2025Q2: 46,156 shares; 2025Q3: 47,744 shares; 2025Q4: 48,915 shares 48,915 $14.9M 0.61% +1,171 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 80,232 shares; 2025Q1: 86,661 shares; 2025Q2: 96,887 shares; 2025Q3: 101,082 shares; 2025Q4: 111,531 shares 111,531 $13.7M 0.56% +10,449 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 82,152 shares; 2025Q1: 85,044 shares; 2025Q2: 74,375 shares; 2025Q3: 77,403 shares; 2025Q4: 79,871 shares 79,871 $13.7M 0.56% +2,468 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 49,600 shares; 2025Q1: 53,858 shares; 2025Q2: 57,710 shares; 2025Q3: 59,974 shares; 2025Q4: 88,648 shares 88,648 $12.7M 0.52% +28,674 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 216,403 shares; 2025Q1: 217,530 shares; 2025Q2: 221,569 shares; 2025Q3: 230,139 shares; 2025Q4: 231,843 shares 231,843 $12.5M 0.51% +1,704 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 90,275 shares; 2025Q1: 88,964 shares; 2025Q2: 77,137 shares; 2025Q3: 75,206 shares; 2025Q4: 67,387 shares 67,387 $12.4M 0.5% -7,819 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 429 shares; 2025Q1: not reported; 2025Q2: 13,407 shares; 2025Q3: 14,196 shares; 2025Q4: 18,953 shares 18,953 $11.9M 0.49% +4,757 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 43,769 shares; 2025Q1: 41,550 shares; 2025Q2: 37,737 shares; 2025Q3: 36,744 shares; 2025Q4: 31,393 shares 31,393 $11M 0.45% -5,351 Timeline JEF JEFFERIES FINANCIAL GROUP IN More: the full row for JEFFERIES FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 172,151 shares; 2025Q1: 148,720 shares; 2025Q2: 159,960 shares; 2025Q3: 167,013 shares; 2025Q4: 173,596 shares 173,596 $10.8M 0.44% +6,583 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 130,838 shares 130,838 $10.7M 0.44% new 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: restricted; 2024Q4: 2,599 shares; 2025Q1: 4,273 shares; 2025Q2: 28,202 shares; 2025Q3: 32,733 shares; 2025Q4: 32,508 shares 32,508 $10.1M 0.41% -225 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 94,985 shares; 2025Q1: 100,283 shares; 2025Q2: 112,700 shares; 2025Q3: 116,533 shares; 2025Q4: 124,877 shares 124,877 $10M 0.41% +8,344 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: restricted; 2024Q4: 113,100 shares; 2025Q1: 120,472 shares; 2025Q2: 129,697 shares; 2025Q3: 133,144 shares; 2025Q4: 134,489 shares 134,489 $9.96M 0.41% +1,345 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 100,568 shares; 2025Q1: 98,297 shares; 2025Q2: 90,142 shares; 2025Q3: 89,310 shares; 2025Q4: 85,775 shares 85,775 $9.76M 0.4% -3,535 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,842 shares; 2025Q1: 16,517 shares; 2025Q2: 16,105 shares; 2025Q3: 16,312 shares; 2025Q4: 15,775 shares 15,775 $8.99M 0.37% -537 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,880 shares; 2025Q1: 52,534 shares; 2025Q2: 56,158 shares; 2025Q3: 64,382 shares; 2025Q4: 58,424 shares 58,424 $8.46M 0.35% -5,958 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 220,776 shares; 2025Q1: 229,712 shares; 2025Q2: 203,908 shares; 2025Q3: 200,041 shares; 2025Q4: 144,782 shares 144,782 $8.45M 0.35% -55,259 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 70,275 shares; 2025Q1: 57,498 shares; 2025Q2: 47,021 shares; 2025Q3: 40,679 shares; 2025Q4: 35,947 shares 35,947 $8.3M 0.34% -4,732 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 56,409 shares; 2025Q1: 44,567 shares; 2025Q2: 33,052 shares; 2025Q3: 29,276 shares; 2025Q4: 26,429 shares 26,429 $8.29M 0.34% -2,847 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: restricted; 2024Q4: 13,676 shares; 2025Q1: 15,549 shares; 2025Q2: 18,515 shares; 2025Q3: 22,877 shares; 2025Q4: 23,933 shares 23,933 $8.25M 0.34% +1,056 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 302,233 shares; 2025Q1: 267,067 shares; 2025Q2: 193,163 shares; 2025Q3: 170,939 shares; 2025Q4: 160,761 shares 160,761 $8.18M 0.33% -10,178 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 44,350 shares; 2025Q1: 48,696 shares; 2025Q2: 51,674 shares; 2025Q3: 53,637 shares; 2025Q4: 43,367 shares 43,367 $7.98M 0.33% -10,270 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 24,756 shares; 2025Q1: 21,080 shares; 2025Q2: 14,669 shares; 2025Q3: 7,221 shares; 2025Q4: 5,690 shares 5,690 $7.93M 0.32% -1,531 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: restricted; 2024Q4: 132,036 shares; 2025Q1: 141,109 shares; 2025Q2: 152,543 shares; 2025Q3: 157,861 shares; 2025Q4: 163,891 shares 163,891 $7.84M 0.32% +6,030 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,954 shares; 2025Q3: 36,173 shares; 2025Q4: 37,510 shares 37,510 $7.81M 0.32% +1,337 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 24,508 shares; 2025Q1: 26,259 shares; 2025Q2: 23,515 shares; 2025Q3: 11,525 shares; 2025Q4: 10,075 shares 10,075 $7.78M 0.32% -1,450 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,488 shares; 2025Q3: 37,971 shares; 2025Q4: 34,862 shares 34,862 $7.66M 0.31% -3,109 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,046 shares; 2025Q1: 16,016 shares; 2025Q2: 13,562 shares; 2025Q3: 13,287 shares; 2025Q4: 138,197 shares 138,197 $7.6M 0.31% +124,910 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,345 shares; 2025Q1: 2,190 shares; 2025Q2: not reported; 2025Q3: 26,274 shares; 2025Q4: 27,723 shares 27,723 $7.57M 0.31% +1,449 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,047 shares; 2025Q1: 2,624 shares; 2025Q2: 1,570 shares; 2025Q3: 12,339 shares; 2025Q4: 49,283 shares 49,283 $7.55M 0.31% +36,944 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 123,977 shares; 2025Q1: 107,510 shares; 2025Q2: 86,173 shares; 2025Q3: 76,378 shares; 2025Q4: 71,404 shares 71,404 $7.16M 0.29% -4,974 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 92,716 shares; 2025Q1: 96,089 shares; 2025Q2: 102,596 shares; 2025Q3: 103,547 shares; 2025Q4: 118,734 shares 118,734 $7.14M 0.29% +15,187 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 241,990 shares; 2025Q1: 261,078 shares; 2025Q2: 279,682 shares; 2025Q3: 467,108 shares; 2025Q4: 408,412 shares 408,412 $7.05M 0.29% -58,696 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,768 shares; 2025Q1: 5,211 shares; 2025Q2: 3,883 shares; 2025Q3: 14,748 shares; 2025Q4: 13,721 shares 13,721 $7.01M 0.29% -1,027 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: restricted; 2024Q4: 47,517 shares; 2025Q1: 51,354 shares; 2025Q2: 55,725 shares; 2025Q3: 57,821 shares; 2025Q4: 59,360 shares 59,360 $6.96M 0.28% +1,539 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: restricted; 2024Q4: 25,447 shares; 2025Q1: 27,780 shares; 2025Q2: 30,152 shares; 2025Q3: 31,742 shares; 2025Q4: 42,376 shares 42,376 $6.9M 0.28% +10,634 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,733 shares; 2025Q1: 17,336 shares; 2025Q2: 27,612 shares; 2025Q3: 27,400 shares; 2025Q4: 27,595 shares 27,595 $6.79M 0.28% +195 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 620 shares; 2025Q1: 601 shares; 2025Q2: 564 shares; 2025Q3: 564 shares; 2025Q4: 8,227 shares 8,227 $6.66M 0.27% +7,663 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 131,434 shares; 2025Q1: 128,498 shares; 2025Q2: 128,847 shares; 2025Q3: 128,303 shares; 2025Q4: 26,850 shares 26,850 $6.61M 0.27% -101,453 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 31,012 shares; 2025Q1: 42,452 shares; 2025Q2: 45,343 shares; 2025Q3: 46,684 shares; 2025Q4: 43,478 shares 43,478 $6.24M 0.25% -3,206 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 122,792 shares; 2025Q1: 89,142 shares; 2025Q2: 77,854 shares; 2025Q3: 70,583 shares; 2025Q4: 117,880 shares 117,880 $5.92M 0.24% +47,297 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: restricted; 2024Q4: 49,869 shares; 2025Q1: 52,614 shares; 2025Q2: 62,818 shares; 2025Q3: 65,011 shares; 2025Q4: 65,171 shares 65,171 $5.78M 0.24% +160 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,947 shares; 2025Q1: 6,391 shares; 2025Q2: 7,067 shares; 2025Q3: 7,390 shares; 2025Q4: 7,296 shares 7,296 $5.59M 0.23% -94 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 27,540 shares; 2025Q1: 24,998 shares; 2025Q2: 23,979 shares; 2025Q3: 22,560 shares; 2025Q4: 20,364 shares 20,364 $5.39M 0.22% -2,196 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,782 shares; 2025Q3: 2,128 shares; 2025Q4: 24,181 shares 24,181 $5.09M 0.21% +22,053 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 105,430 shares; 2025Q1: 104,848 shares; 2025Q2: 139,051 shares; 2025Q3: 78,990 shares; 2025Q4: 97,202 shares 97,202 $4.95M 0.2% +18,212 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 209,755 shares; 2025Q1: 208,874 shares; 2025Q2: 201,129 shares; 2025Q3: 140,369 shares; 2025Q4: 122,883 shares 122,883 $4.66M 0.19% -17,486 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 75,429 shares; 2025Q1: 64,332 shares; 2025Q2: 56,904 shares; 2025Q3: 54,822 shares; 2025Q4: 52,288 shares 52,288 $4.4M 0.18% -2,534 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 28,955 shares; 2025Q1: 20,185 shares; 2025Q2: 20,185 shares; 2025Q3: 20,185 shares; 2025Q4: 19,828 shares 19,828 $3.54M 0.14% -357 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,031 shares; 2025Q1: 8,010 shares; 2025Q2: 8,353 shares; 2025Q3: 7,230 shares; 2025Q4: 6,847 shares 6,847 $3.44M 0.14% -383 Timeline CGNX COGNEX CORP More: the full row for COGNEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 130,540 shares; 2025Q1: 113,125 shares; 2025Q2: 99,475 shares; 2025Q3: 98,150 shares; 2025Q4: 90,418 shares 90,418 $3.25M 0.13% -7,732 Timeline IBP INSTALLED BLDG PRODS INC More: the full row for INSTALLED BLDG PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,801 shares; 2025Q1: 9,801 shares; 2025Q2: 15,974 shares; 2025Q3: 14,474 shares; 2025Q4: 11,974 shares 11,974 $3.11M 0.13% -2,500 Timeline PFS PROVIDENT FINL SVCS INC More: the full row for PROVIDENT FINL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 172,996 shares; 2025Q1: 172,996 shares; 2025Q2: 168,996 shares; 2025Q3: 158,996 shares; 2025Q4: 156,996 shares 156,996 $3.1M 0.13% -2,000 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 64,576 shares; 2025Q1: 64,576 shares; 2025Q2: 64,576 shares; 2025Q3: 64,576 shares; 2025Q4: 64,576 shares 64,576 $2.97M 0.12% 0 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 115,689 shares; 2025Q1: 86,335 shares; 2025Q2: 31,106 shares; 2025Q3: 29,668 shares; 2025Q4: 27,943 shares 27,943 $2.94M 0.12% -1,725 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 27,093 shares; 2025Q1: 26,370 shares; 2025Q2: 30,006 shares; 2025Q3: 27,334 shares; 2025Q4: 24,139 shares 24,139 $2.9M 0.12% -3,195 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 37,046 shares; 2025Q1: 37,836 shares; 2025Q2: 37,394 shares; 2025Q3: 37,019 shares; 2025Q4: 37,549 shares 37,549 $2.76M 0.11% +530 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 27,088 shares; 2025Q1: 26,804 shares; 2025Q2: 26,786 shares; 2025Q3: 28,380 shares; 2025Q4: 28,331 shares 28,331 $2.27M 0.09% -49 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 32,525 shares; 2025Q1: 31,425 shares; 2025Q2: 30,893 shares; 2025Q3: 30,193 shares; 2025Q4: 28,944 shares 28,944 $2.27M 0.09% -1,249 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 19,609 shares; 2025Q1: 16,080 shares; 2025Q2: 12,930 shares; 2025Q3: 12,930 shares; 2025Q4: 12,674 shares 12,674 $2.23M 0.09% -256 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 56,627 shares; 2025Q1: 53,202 shares; 2025Q2: 9,577 shares; 2025Q3: 9,508 shares; 2025Q4: 9,397 shares 9,397 $2.17M 0.09% -111 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 52,780 shares; 2025Q1: 48,080 shares; 2025Q2: 48,080 shares; 2025Q3: 41,580 shares; 2025Q4: 40,560 shares 40,560 $2.05M 0.08% -1,020 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,459 shares; 2025Q1: 24,639 shares; 2025Q2: 25,569 shares; 2025Q3: 26,374 shares; 2025Q4: 7,435 shares 7,435 $1.91M 0.08% -18,939 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,651 shares; 2025Q1: 4,899 shares; 2025Q2: 4,993 shares; 2025Q3: 5,059 shares; 2025Q4: 5,051 shares 5,051 $1.87M 0.08% -8 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,894 shares; 2025Q1: 2,539 shares; 2025Q2: 2,388 shares; 2025Q3: 2,327 shares; 2025Q4: 2,025 shares 2,025 $1.75M 0.07% -302 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,186 shares; 2025Q1: 9,293 shares; 2025Q2: 8,698 shares; 2025Q3: 7,896 shares; 2025Q4: 7,123 shares 7,123 $1.72M 0.07% -773 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,704 shares; 2025Q1: 8,778 shares; 2025Q2: 10,417 shares; 2025Q3: 9,387 shares; 2025Q4: 12,399 shares 12,399 $1.68M 0.07% +3,012 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,007 shares; 2025Q1: 8,755 shares; 2025Q2: 8,495 shares; 2025Q3: 8,558 shares; 2025Q4: 8,375 shares 8,375 $1.63M 0.07% -183 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,164 shares; 2025Q1: 15,079 shares; 2025Q2: 14,333 shares; 2025Q3: 13,579 shares; 2025Q4: 13,011 shares 13,011 $1.63M 0.07% -568 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,207 shares; 2025Q1: 2,528 shares; 2025Q2: 2,956 shares; 2025Q3: 2,479 shares; 2025Q4: 2,539 shares 2,539 $1.56M 0.06% +60 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 23,048 shares; 2025Q1: 18,268 shares; 2025Q2: 16,546 shares; 2025Q3: 16,188 shares; 2025Q4: 14,737 shares 14,737 $1.47M 0.06% -1,451 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: restricted; 2024Q4: 16,215 shares; 2025Q1: 16,215 shares; 2025Q2: 15,945 shares; 2025Q3: 15,945 shares; 2025Q4: 15,945 shares 15,945 $1.4M 0.06% 0 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: restricted; 2024Q4: 10,483 shares; 2025Q1: 7,645 shares; 2025Q2: 3,873 shares; 2025Q3: 3,591 shares; 2025Q4: 2,941 shares 2,941 $1.38M 0.06% -650 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: restricted; 2024Q4: 11,667 shares; 2025Q1: 11,567 shares; 2025Q2: 11,567 shares; 2025Q3: 11,467 shares; 2025Q4: 11,467 shares 11,467 $1.33M 0.05% 0 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,572 shares; 2025Q1: 1,572 shares; 2025Q2: 1,572 shares; 2025Q3: 1,572 shares; 2025Q4: 1,721 shares 1,721 $1.3M 0.05% +149 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,904 shares; 2025Q1: 4,607 shares; 2025Q2: 4,395 shares; 2025Q3: 4,395 shares; 2025Q4: 4,651 shares 4,651 $1.28M 0.05% +256 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: restricted; 2024Q4: 2,859 shares; 2025Q1: 2,859 shares; 2025Q2: 2,859 shares; 2025Q3: 2,859 shares; 2025Q4: 2,859 shares 2,859 $1.27M 0.05% 0 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,768 shares; 2025Q1: 12,409 shares; 2025Q2: 9,373 shares; 2025Q3: 8,953 shares; 2025Q4: 7,719 shares 7,719 $1.19M 0.05% -1,234 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,200 shares; 2025Q3: 13,500 shares; 2025Q4: 16,300 shares 16,300 $1.17M 0.05% +2,800 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,219 shares; 2025Q2: 4,926 shares; 2025Q3: 3,986 shares; 2025Q4: 3,472 shares 3,472 $1.07M 0.04% -514 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: restricted; 2024Q4: 3,363 shares; 2025Q1: 2,274 shares; 2025Q2: 2,274 shares; 2025Q3: 5,126 shares; 2025Q4: 5,126 shares 5,126 $1.05M 0.04% 0 Timeline BF-B BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 70,913 shares; 2025Q1: 55,875 shares; 2025Q2: 47,452 shares; 2025Q3: 40,918 shares; 2025Q4: 39,856 shares 39,856 $1.04M 0.04% -1,062 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,602 shares; 2025Q1: 1,892 shares; 2025Q2: 1,880 shares; 2025Q3: 1,470 shares; 2025Q4: 1,562 shares 1,562 $1.03M 0.04% +92 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,752 shares; 2025Q1: 6,145 shares; 2025Q2: 5,929 shares; 2025Q3: 5,965 shares; 2025Q4: 5,904 shares 5,904 $1.02M 0.04% -61 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 24,599 shares; 2025Q1: 26,330 shares; 2025Q2: 26,696 shares; 2025Q3: 26,978 shares; 2025Q4: 37,466 shares 37,466 $1.01M 0.04% +10,488 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,308 shares; 2025Q1: 2,308 shares; 2025Q2: 2,365 shares; 2025Q3: 2,196 shares; 2025Q4: 2,480 shares 2,480 $983K 0.04% +284 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,265 shares; 2025Q1: 15,059 shares; 2025Q2: 15,259 shares; 2025Q3: 15,859 shares; 2025Q4: 14,859 shares 14,859 $981K 0.04% -1,000 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,791 shares; 2025Q1: 4,047 shares; 2025Q2: 4,003 shares; 2025Q3: 4,030 shares; 2025Q4: 3,217 shares 3,217 $953K 0.04% -813 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: restricted; 2024Q4: 39,670 shares; 2025Q1: 37,758 shares; 2025Q2: 38,512 shares; 2025Q3: 37,277 shares; 2025Q4: 37,147 shares 37,147 $923K 0.04% -130 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,024 shares; 2025Q1: 6,136 shares; 2025Q2: 5,670 shares; 2025Q3: 5,792 shares; 2025Q4: 5,612 shares 5,612 $900K 0.04% -180 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,768 shares; 2025Q1: 2,768 shares; 2025Q2: 2,776 shares; 2025Q3: 4,114 shares; 2025Q4: 4,271 shares 4,271 $861K 0.04% +157 Timeline AOM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,864 shares; 2025Q1: 17,489 shares; 2025Q2: 18,029 shares; 2025Q3: 17,826 shares; 2025Q4: 17,856 shares 17,856 $852K 0.03% +30 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 45,704 shares; 2025Q1: 49,603 shares; 2025Q2: 52,802 shares; 2025Q3: 8,641 shares; 2025Q4: 5,578 shares 5,578 $850K 0.03% -3,063 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,399 shares; 2025Q1: 8,425 shares; 2025Q2: 7,964 shares; 2025Q3: 7,830 shares; 2025Q4: 7,587 shares 7,587 $845K 0.03% -243 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,540 shares; 2025Q1: 11,513 shares; 2025Q2: 10,624 shares; 2025Q3: 9,525 shares; 2025Q4: 8,668 shares 8,668 $811K 0.03% -857 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: restricted; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares 1 $755K 0.03% 0 Timeline BSV 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: restricted; 2024Q4: 8,664 shares; 2025Q1: 8,664 shares; 2025Q2: 8,664 shares; 2025Q3: 9,221 shares; 2025Q4: 9,528 shares 9,528 $751K 0.03% +307 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 5,611 shares; 2025Q2: 5,278 shares; 2025Q3: 5,278 shares; 2025Q4: 5,607 shares 5,607 $744K 0.03% +329 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,011 shares; 2025Q1: 7,450 shares; 2025Q2: 8,087 shares; 2025Q3: 8,087 shares; 2025Q4: 8,087 shares 8,087 $743K 0.03% 0 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 40,900 shares; 2025Q1: 40,900 shares; 2025Q2: 40,900 shares; 2025Q3: 40,900 shares; 2025Q4: 40,900 shares 40,900 $735K 0.03% 0 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21,840 shares; 2025Q1: 21,344 shares; 2025Q2: 20,177 shares; 2025Q3: 1,938 shares; 2025Q4: 2,170 shares 2,170 $716K 0.03% +232 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 33,727 shares; 2025Q1: 24,860 shares; 2025Q2: 4,161 shares; 2025Q3: 2,523 shares; 2025Q4: 1,227 shares 1,227 $711K 0.03% -1,296 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,375 shares; 2025Q1: 4,375 shares; 2025Q2: 4,375 shares; 2025Q3: 4,375 shares; 2025Q4: 4,375 shares 4,375 $707K 0.03% 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,242 shares; 2025Q3: 1,083 shares; 2025Q4: 1,070 shares 1,070 $699K 0.03% -13 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 37,122 shares; 2025Q1: 29,727 shares; 2025Q2: 25,192 shares; 2025Q3: 27,627 shares; 2025Q4: 27,984 shares 27,984 $697K 0.03% +357 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,065 shares; 2025Q1: 5,559 shares; 2025Q2: 5,605 shares; 2025Q3: 5,272 shares; 2025Q4: 4,825 shares 4,825 $692K 0.03% -447 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,197 shares; 2025Q1: 5,103 shares; 2025Q2: 5,067 shares; 2025Q3: 5,035 shares; 2025Q4: 4,950 shares 4,950 $682K 0.03% -85 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,374 shares; 2025Q1: 4,348 shares; 2025Q2: 2,802 shares; 2025Q3: 2,434 shares; 2025Q4: 2,205 shares 2,205 $674K 0.03% -229 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,544 shares; 2025Q1: 5,544 shares; 2025Q2: 5,226 shares; 2025Q3: 5,226 shares; 2025Q4: 5,533 shares 5,533 $649K 0.03% +307 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 24,783 shares; 2025Q1: 25,312 shares; 2025Q2: 25,108 shares; 2025Q3: 24,055 shares; 2025Q4: 21,511 shares 21,511 $643K 0.03% -2,544 Timeline HSIC SCHEIN HENRY INC More: the full row for SCHEIN HENRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,759 shares; 2025Q1: 10,559 shares; 2025Q2: 10,405 shares; 2025Q3: 9,405 shares; 2025Q4: 8,452 shares 8,452 $639K 0.03% -953 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,880 shares; 2025Q1: 6,760 shares; 2025Q2: 6,740 shares; 2025Q3: 5,890 shares; 2025Q4: 5,554 shares 5,554 $623K 0.03% -336 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,291 shares; 2025Q1: 4,781 shares; 2025Q2: 3,216 shares; 2025Q3: 2,700 shares; 2025Q4: 2,166 shares 2,166 $618K 0.03% -534 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: restricted; 2024Q4: 13,785 shares; 2025Q1: 13,413 shares; 2025Q2: 15,059 shares; 2025Q3: 16,650 shares; 2025Q4: 15,099 shares 15,099 $615K 0.03% -1,551 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,171 shares; 2025Q1: 6,568 shares; 2025Q2: 11,487 shares; 2025Q3: 8,576 shares; 2025Q4: 8,762 shares 8,762 $613K 0.03% +186 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,428 shares; 2025Q1: 1,533 shares; 2025Q2: 1,363 shares; 2025Q3: 1,346 shares; 2025Q4: 1,263 shares 1,263 $611K 0.02% -83 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,433 shares; 2025Q1: 1,339 shares; 2025Q2: 1,320 shares; 2025Q3: 1,320 shares; 2025Q4: 1,300 shares 1,300 $605K 0.02% -20 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 36,617 shares; 2025Q1: 50,185 shares; 2025Q2: 46,775 shares; 2025Q3: 44,971 shares; 2025Q4: 47,437 shares 47,437 $591K 0.02% +2,466 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,598 shares; 2025Q1: 5,598 shares; 2025Q2: 5,307 shares; 2025Q3: 5,307 shares; 2025Q4: 5,597 shares 5,597 $589K 0.02% +290 Timeline ZION ZIONS BANCORPORATION NATL AS More: the full row for ZIONS BANCORPORATION NATL AS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,550 shares; 2025Q1: 5,544 shares; 2025Q2: 5,195 shares; 2025Q3: 8,905 shares; 2025Q4: 9,453 shares 9,453 $553K 0.02% +548 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,842 shares; 2025Q1: 7,552 shares; 2025Q2: 6,878 shares; 2025Q3: 6,878 shares; 2025Q4: 6,878 shares 6,878 $544K 0.02% 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: restricted; 2024Q4: 534 shares; 2025Q1: 524 shares; 2025Q2: 574 shares; 2025Q3: 574 shares; 2025Q4: 615 shares 615 $540K 0.02% +41 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,020 shares; 2025Q1: 4,020 shares; 2025Q2: 3,799 shares; 2025Q3: 3,799 shares; 2025Q4: 4,016 shares 4,016 $532K 0.02% +217 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,052 shares; 2025Q1: 2,002 shares; 2025Q2: 1,978 shares; 2025Q3: 1,745 shares; 2025Q4: 1,815 shares 1,815 $527K 0.02% +70 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,455 shares; 2025Q1: 15,327 shares; 2025Q2: 15,907 shares; 2025Q3: 2,855 shares; 2025Q4: 1,960 shares 1,960 $526K 0.02% -895 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,848 shares; 2025Q1: 7,845 shares; 2025Q2: 7,303 shares; 2025Q3: 7,356 shares; 2025Q4: 8,251 shares 8,251 $526K 0.02% +895 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,996 shares; 2025Q1: 4,489 shares; 2025Q2: 4,403 shares; 2025Q3: 4,403 shares; 2025Q4: 4,403 shares 4,403 $514K 0.02% 0 Timeline JPUS J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,077 shares; 2025Q1: 4,077 shares; 2025Q2: 4,077 shares; 2025Q3: 4,077 shares; 2025Q4: 4,077 shares 4,077 $505K 0.02% 0 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,107 shares; 2025Q1: 8,407 shares; 2025Q2: 4,296 shares; 2025Q3: 4,296 shares; 2025Q4: 4,500 shares 4,500 $496K 0.02% +204 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,139 shares 10,139 $493K 0.02% new Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,052 shares; 2025Q1: 6,083 shares; 2025Q2: 5,994 shares; 2025Q3: 5,846 shares; 2025Q4: 6,194 shares 6,194 $491K 0.02% +348 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,206 shares; 2025Q1: 2,206 shares; 2025Q2: 2,306 shares; 2025Q3: 2,256 shares; 2025Q4: 2,256 shares 2,256 $484K 0.02% 0 Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,314 shares; 2025Q1: 13,331 shares; 2025Q2: 13,349 shares; 2025Q3: 30,801 shares; 2025Q4: 32,954 shares 32,954 $473K 0.02% +2,153 Timeline AYI ACUITY INC More: the full row for ACUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,292 shares; 2025Q1: 1,293 shares; 2025Q2: 1,221 shares; 2025Q3: 1,221 shares; 2025Q4: 1,299 shares 1,299 $468K 0.02% +78 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,646 shares; 2025Q1: 5,646 shares; 2025Q2: 5,329 shares; 2025Q3: 5,331 shares; 2025Q4: 5,681 shares 5,681 $466K 0.02% +350 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,733 shares; 2025Q1: 1,833 shares; 2025Q2: 1,733 shares; 2025Q3: 1,733 shares; 2025Q4: 1,799 shares 1,799 $464K 0.02% +66 Timeline AIZ ASSURANT INC More: the full row for ASSURANT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,910 shares; 2025Q1: 1,910 shares; 2025Q2: 1,804 shares; 2025Q3: 1,804 shares; 2025Q4: 1,918 shares 1,918 $462K 0.02% +114 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,329 shares; 2025Q1: 1,810 shares; 2025Q2: 2,900 shares; 2025Q3: 2,812 shares; 2025Q4: 2,812 shares 2,812 $450K 0.02% 0 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,088 shares; 2025Q1: 2,463 shares; 2025Q2: 2,863 shares; 2025Q3: 2,863 shares; 2025Q4: 3,158 shares 3,158 $439K 0.02% +295 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,496 shares; 2025Q1: 3,654 shares; 2025Q2: 1,365 shares; 2025Q3: 1,308 shares; 2025Q4: 1,241 shares 1,241 $435K 0.02% -67 Timeline IVZ INVESCO LTD More: the full row for INVESCO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,087 shares; 2025Q1: 16,087 shares; 2025Q2: 15,123 shares; 2025Q3: 15,123 shares; 2025Q4: 15,982 shares 15,982 $420K 0.02% +859 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: restricted; 2024Q4: 5,987 shares; 2025Q1: 7,024 shares; 2025Q2: 7,177 shares; 2025Q3: 7,318 shares; 2025Q4: 7,248 shares 7,248 $418K 0.02% -70 Timeline FELG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,021 shares; 2025Q1: 10,021 shares; 2025Q2: 10,021 shares; 2025Q3: 10,021 shares; 2025Q4: 10,021 shares 10,021 $418K 0.02% 0 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: restricted; 2024Q4: 2,746 shares; 2025Q1: 2,746 shares; 2025Q2: 2,598 shares; 2025Q3: 2,599 shares; 2025Q4: 2,768 shares 2,768 $412K 0.02% +169 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,851 shares; 2025Q1: 8,063 shares; 2025Q2: 8,063 shares; 2025Q3: 7,663 shares; 2025Q4: 7,488 shares 7,488 $404K 0.02% -175 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,345 shares; 2025Q1: 1,379 shares; 2025Q2: 1,379 shares; 2025Q3: 1,379 shares; 2025Q4: 1,379 shares 1,379 $398K 0.02% 0 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,847 shares; 2025Q1: 4,564 shares; 2025Q2: 4,459 shares; 2025Q3: 4,459 shares; 2025Q4: 4,149 shares 4,149 $398K 0.02% -310 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,626 shares; 2025Q1: 7,615 shares; 2025Q2: 7,563 shares; 2025Q3: 6,163 shares; 2025Q4: 7,065 shares 7,065 $387K 0.02% +902 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,050 shares; 2025Q1: not reported; 2025Q2: 2,350 shares; 2025Q3: 2,350 shares; 2025Q4: 2,350 shares 2,350 $378K 0.02% 0 Timeline VNT VONTIER CORPORATION More: the full row for VONTIER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,700 shares; 2025Q1: 9,700 shares; 2025Q2: 9,153 shares; 2025Q3: 9,153 shares; 2025Q4: 9,792 shares 9,792 $364K 0.01% +639 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,150 shares; 2025Q1: 2,150 shares; 2025Q2: 2,150 shares; 2025Q3: 2,202 shares; 2025Q4: 2,150 shares 2,150 $363K 0.01% -52 Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,111 shares; 2025Q1: 4,111 shares; 2025Q2: 3,872 shares; 2025Q3: 3,872 shares; 2025Q4: 4,104 shares 4,104 $358K 0.01% +232 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 792 shares; 2025Q1: 792 shares; 2025Q2: 693 shares; 2025Q3: 537 shares; 2025Q4: 768 shares 768 $345K 0.01% +231 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 70,816 shares; 2025Q1: 55,429 shares; 2025Q2: 3,890 shares; 2025Q3: 4,293 shares; 2025Q4: 4,002 shares 4,002 $342K 0.01% -291 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 825 shares 825 $341K 0.01% new Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 830 shares; 2025Q3: 729 shares; 2025Q4: 2,328 shares 2,328 $335K 0.01% +1,599 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,728 shares; 2025Q3: 1,103 shares; 2025Q4: 1,103 shares 1,103 $326K 0.01% 0 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: restricted; 2024Q4: 19,527 shares; 2025Q1: 10,546 shares; 2025Q2: 7,356 shares; 2025Q3: 5,294 shares; 2025Q4: 3,419 shares 3,419 $326K 0.01% -1,875 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 372 shares; 2025Q1: 372 shares; 2025Q2: 372 shares; 2025Q3: 372 shares; 2025Q4: 1,116 shares 1,116 $321K 0.01% +744 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3,500 shares; 2025Q2: 3,500 shares; 2025Q3: 3,500 shares; 2025Q4: 3,500 shares 3,500 $320K 0.01% 0 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,711 shares; 2025Q1: 12,328 shares; 2025Q2: 12,048 shares; 2025Q3: 12,493 shares; 2025Q4: 11,226 shares 11,226 $309K 0.01% -1,267 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 920 shares; 2025Q3: 424 shares; 2025Q4: 630 shares 630 $307K 0.01% +206 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,020 shares; 2025Q1: 6,245 shares; 2025Q2: 6,095 shares; 2025Q3: 5,795 shares; 2025Q4: 2,315 shares 2,315 $307K 0.01% -3,480 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,130 shares 2,130 $306K 0.01% new Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,700 shares; 2025Q3: 1,415 shares; 2025Q4: 1,716 shares 1,716 $305K 0.01% +301 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,307 shares 3,307 $302K 0.01% new Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,224 shares; 2025Q2: 1,156 shares; 2025Q3: 1,158 shares; 2025Q4: 1,244 shares 1,244 $302K 0.01% +86 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: restricted; 2024Q4: 1,065 shares; 2025Q1: 930 shares; 2025Q2: 1,051 shares; 2025Q3: 1,038 shares; 2025Q4: 1,038 shares 1,038 $301K 0.01% 0 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 677 shares; 2025Q1: 777 shares; 2025Q2: 777 shares; 2025Q3: 777 shares; 2025Q4: 777 shares 777 $301K 0.01% 0 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,290 shares; 2025Q4: 1,551 shares 1,551 $297K 0.01% +261 Timeline GLP GLOBAL PARTNERS LP More: the full row for GLOBAL PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,300 shares; 2025Q4: 7,000 shares 7,000 $293K 0.01% -300 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 165,694 shares; 2025Q1: 160,524 shares; 2025Q2: 142,613 shares; 2025Q3: 139,991 shares; 2025Q4: 2,269 shares 2,269 $285K 0.01% -137,722 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,854 shares; 2025Q1: not reported; 2025Q2: 4,827 shares; 2025Q3: 4,929 shares; 2025Q4: 4,827 shares 4,827 $282K 0.01% -102 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,050 shares; 2025Q1: 2,225 shares; 2025Q2: 2,225 shares; 2025Q3: 2,225 shares; 2025Q4: 2,225 shares 2,225 $282K 0.01% 0 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,808 shares; 2025Q1: 4,091 shares; 2025Q2: 3,110 shares; 2025Q3: 2,837 shares; 2025Q4: 2,344 shares 2,344 $281K 0.01% -493 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,963 shares; 2025Q3: 2,963 shares; 2025Q4: 2,963 shares 2,963 $279K 0.01% 0 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,206 shares 4,206 $275K 0.01% new Timeline ALGN ALIGN TECHNOLOGY INC More: the full row for ALIGN TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,948 shares; 2025Q3: 1,794 shares; 2025Q4: 1,747 shares 1,747 $273K 0.01% -47 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,590 shares 1,590 $272K 0.01% new Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,542 shares; 2025Q1: 3,542 shares; 2025Q2: 3,542 shares; 2025Q3: 3,542 shares; 2025Q4: 3,942 shares 3,942 $268K 0.01% +400 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,500 shares; 2025Q1: 3,500 shares; 2025Q2: 3,500 shares; 2025Q3: 3,500 shares; 2025Q4: 3,500 shares 3,500 $267K 0.01% 0 Timeline IHE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,060 shares 3,060 $260K 0.01% new Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,814 shares; 2025Q1: 4,976 shares; 2025Q2: 4,976 shares; 2025Q3: 4,881 shares; 2025Q4: 4,785 shares 4,785 $258K 0.01% -96 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,854 shares; 2025Q3: 5,854 shares; 2025Q4: 5,854 shares 5,854 $255K 0.01% 0 Timeline QRVO QORVO INC More: the full row for QORVO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,125 shares; 2025Q1: 3,024 shares; 2025Q2: 2,840 shares; 2025Q3: 2,840 shares; 2025Q4: 3,001 shares 3,001 $254K 0.01% +161 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,884 shares; 2025Q1: 2,009 shares; 2025Q2: 2,009 shares; 2025Q3: 2,095 shares; 2025Q4: 2,076 shares 2,076 $252K 0.01% -19 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 710 shares; 2025Q3: 741 shares; 2025Q4: 710 shares 710 $251K 0.01% -31 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 864 shares; 2025Q1: 864 shares; 2025Q2: 864 shares; 2025Q3: 864 shares; 2025Q4: 864 shares 864 $251K 0.01% 0 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,603 shares 1,603 $249K 0.01% new 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: restricted; 2024Q4: 867 shares; 2025Q1: not reported; 2025Q2: 630 shares; 2025Q3: 649 shares; 2025Q4: 630 shares 630 $245K 0.01% -19 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 545 shares; 2025Q3: 545 shares; 2025Q4: 545 shares 545 $242K 0.01% 0 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,098 shares; 2025Q1: 14,548 shares; 2025Q2: 13,326 shares; 2025Q3: 12,756 shares; 2025Q4: 13,549 shares 13,549 $235K 0.01% +793 Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,607 shares; 2025Q1: 4,333 shares; 2025Q2: 4,113 shares; 2025Q3: 4,100 shares; 2025Q4: 2,153 shares 2,153 $234K 0.01% -1,947 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,570 shares 8,570 $233K 0.01% new Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,634 shares; 2025Q4: 2,634 shares 2,634 $233K 0.01% 0 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: restricted; 2024Q4: 15,671 shares; 2025Q1: 13,659 shares; 2025Q2: 13,338 shares; 2025Q3: 13,734 shares; 2025Q4: 13,338 shares 13,338 $231K 0.01% -396 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 370 shares; 2025Q1: 2,367 shares; 2025Q2: 1,994 shares; 2025Q3: 1,639 shares; 2025Q4: 229 shares 229 $231K 0.01% -1,410 Timeline BIO BIO RAD LABS INC More: the full row for BIO RAD LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 753 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 753 shares; 2025Q4: 753 shares 753 $228K 0.01% 0 Timeline EXAS EXACT SCIENCES CORP More: the full row for EXACT SCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,005 shares; 2025Q1: 5,078 shares; 2025Q2: 4,503 shares; 2025Q3: not reported; 2025Q4: 2,218 shares 2,218 $225K 0.01% new Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,902 shares; 2025Q1: 3,902 shares; 2025Q2: 3,902 shares; 2025Q3: 3,902 shares; 2025Q4: 3,052 shares 3,052 $224K 0.01% -850 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,481 shares 1,481 $220K 0.01% new Timeline MIDD MIDDLEBY CORP More: the full row for MIDDLEBY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,463 shares; 2025Q2: 1,463 shares; 2025Q3: not reported; 2025Q4: 1,463 shares 1,463 $218K 0.01% new Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 639 shares; 2025Q3: 609 shares; 2025Q4: 609 shares 609 $215K 0.01% 0 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,030 shares 5,030 $215K 0.01% new Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,045 shares 1,045 $215K 0.01% new Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,962 shares; 2025Q1: 2,054 shares; 2025Q2: 2,054 shares; 2025Q3: 2,055 shares; 2025Q4: 2,055 shares 2,055 $207K 0.01% 0 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,907 shares; 2025Q3: 1,971 shares; 2025Q4: 1,657 shares 1,657 $204K 0.01% -314 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,280 shares 10,280 $182K 0.01% new Timeline OCUL OCULAR THERAPEUTIX INC More: the full row for OCULAR THERAPEUTIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,000 shares; 2025Q1: 14,000 shares; 2025Q2: 14,000 shares; 2025Q3: 14,000 shares; 2025Q4: 14,000 shares 14,000 $170K 0.01% 0 Timeline PCYO PURE CYCLE CORP More: the full row for PURE CYCLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,498 shares; 2025Q1: 13,166 shares; 2025Q2: 14,166 shares; 2025Q3: 14,166 shares; 2025Q4: 14,166 shares 14,166 $156K 0.01% 0 Timeline XEXGX EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,395 shares; 2025Q1: 14,895 shares; 2025Q2: 14,895 shares; 2025Q3: 16,495 shares; 2025Q4: 16,295 shares 16,295 $155K 0.01% -200 Timeline GAB GABELLI EQUITY TR INC More: the full row for GABELLI EQUITY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 19,000 shares; 2025Q1: 19,000 shares; 2025Q2: 19,000 shares; 2025Q3: 19,000 shares; 2025Q4: 19,000 shares 19,000 $117K <0.01% 0 Timeline AHCO ADAPTHEALTH CORP More: the full row for ADAPTHEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,271 shares; 2025Q1: 10,271 shares; 2025Q2: 10,271 shares; 2025Q3: 10,271 shares; 2025Q4: 10,271 shares 10,271 $102K <0.01% 0 Timeline AREC AMERICAN RES CORP More: the full row for AMERICAN RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,000 shares 15,000 $37.2K <0.01% new Timeline