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: 367,532 shares; 2024Q4: 363,776 shares; 2025Q1: 362,463 shares; 2025Q2: 361,555 shares; 2025Q3: 359,189 shares; 2025Q4: 349,274 shares 349,274 $169M 4.83% -9,915 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: 670,530 shares; 2024Q4: 662,944 shares; 2025Q1: 652,495 shares; 2025Q2: 628,239 shares; 2025Q3: 621,381 shares; 2025Q4: 617,560 shares 617,560 $168M 4.8% -3,821 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: 202,806 shares; 2024Q4: 215,971 shares; 2025Q1: 224,481 shares; 2025Q2: 239,068 shares; 2025Q3: 251,839 shares; 2025Q4: 257,227 shares 257,227 $125M 3.59% +5,388 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: 388,080 shares; 2024Q4: 384,929 shares; 2025Q1: 377,503 shares; 2025Q2: 374,702 shares; 2025Q3: 357,936 shares; 2025Q4: 356,613 shares 356,613 $115M 3.29% -1,323 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: 279,715 shares; 2024Q4: 272,969 shares; 2025Q1: 272,668 shares; 2025Q2: 265,307 shares; 2025Q3: 266,007 shares; 2025Q4: 269,838 shares 269,838 $90.5M 2.59% +3,831 Timeline EMBJ EMBRAER S.A. More: the full row for EMBRAER S.A. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,783,215 shares; 2024Q4: 1,714,980 shares; 2025Q1: 1,541,216 shares; 2025Q2: 1,496,693 shares; 2025Q3: 1,428,695 shares; 2025Q4: 1,337,065 shares 1,337,065 $86.2M 2.47% -91,630 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: 649,462 shares; 2024Q4: 705,481 shares; 2025Q1: 719,562 shares; 2025Q2: 757,211 shares; 2025Q3: 801,714 shares; 2025Q4: 821,593 shares 821,593 $78.9M 2.26% +19,879 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: 99,166 shares; 2024Q4: 93,806 shares; 2025Q1: 87,705 shares; 2025Q2: 87,360 shares; 2025Q3: 83,314 shares; 2025Q4: 83,712 shares 83,712 $73.6M 2.11% +398 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: 784,534 shares; 2024Q4: 778,106 shares; 2025Q1: 756,186 shares; 2025Q2: 755,839 shares; 2025Q3: 747,319 shares; 2025Q4: 735,545 shares 735,545 $73.5M 2.1% -11,774 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: 292,588 shares; 2024Q4: 286,279 shares; 2025Q1: 231,453 shares; 2025Q2: 224,868 shares; 2025Q3: 224,171 shares; 2025Q4: 233,322 shares 233,322 $73M 2.09% +9,151 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: 764,511 shares; 2024Q4: 742,917 shares; 2025Q1: 672,459 shares; 2025Q2: 667,285 shares; 2025Q3: 641,141 shares; 2025Q4: 625,721 shares 625,721 $69.7M 1.99% -15,420 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: 390,968 shares; 2024Q4: 387,254 shares; 2025Q1: 379,987 shares; 2025Q2: 371,017 shares; 2025Q3: 370,174 shares; 2025Q4: 368,345 shares 368,345 $67.6M 1.93% -1,829 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,607 shares; 2024Q4: 84,740 shares; 2025Q1: 83,948 shares; 2025Q2: 80,958 shares; 2025Q3: 79,395 shares; 2025Q4: 78,577 shares 78,577 $64.5M 1.85% -818 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: 246,488 shares; 2024Q4: 249,064 shares; 2025Q1: 248,883 shares; 2025Q2: 272,084 shares; 2025Q3: 272,659 shares; 2025Q4: 272,853 shares 272,853 $63M 1.8% +194 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: 45,690 shares; 2024Q4: 46,475 shares; 2025Q1: 159,371 shares; 2025Q2: 326,766 shares; 2025Q3: 327,732 shares; 2025Q4: 327,584 shares 327,584 $61.1M 1.75% -148 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: 104,084 shares; 2024Q4: 92,389 shares; 2025Q1: 93,247 shares; 2025Q2: 92,609 shares; 2025Q3: 82,265 shares; 2025Q4: 82,756 shares 82,756 $56.6M 1.62% +491 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: 619,179 shares; 2024Q4: 610,658 shares; 2025Q1: 677,741 shares; 2025Q2: 579,424 shares; 2025Q3: 577,346 shares; 2025Q4: 559,014 shares 559,014 $55.8M 1.6% -18,332 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: 256,308 shares; 2024Q4: 252,377 shares; 2025Q1: 255,129 shares; 2025Q2: 260,197 shares; 2025Q3: 258,600 shares; 2025Q4: 258,064 shares 258,064 $53.4M 1.53% -536 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 51,131 shares; 2025Q1: 50,469 shares; 2025Q2: 50,449 shares; 2025Q3: 49,742 shares; 2025Q4: 48,920 shares 48,920 $52.4M 1.5% -822 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: 752,132 shares; 2024Q4: 737,768 shares; 2025Q1: 712,630 shares; 2025Q2: 706,534 shares; 2025Q3: 673,956 shares; 2025Q4: 666,977 shares 666,977 $51.4M 1.47% -6,979 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: 545,671 shares; 2024Q4: 568,794 shares; 2025Q1: 569,034 shares; 2025Q2: 414,585 shares; 2025Q3: 427,257 shares; 2025Q4: 425,399 shares 425,399 $51.1M 1.46% -1,858 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 298,797 shares; 2024Q4: 247,488 shares; 2025Q1: 241,797 shares; 2025Q2: 222,978 shares; 2025Q3: 218,076 shares; 2025Q4: 200,424 shares 200,424 $46.9M 1.34% -17,652 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: 275,400 shares; 2024Q4: 276,858 shares; 2025Q1: 275,905 shares; 2025Q2: 279,048 shares; 2025Q3: 274,623 shares; 2025Q4: 273,521 shares 273,521 $46.8M 1.34% -1,102 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 183,696 shares; 2024Q4: 177,920 shares; 2025Q1: 171,703 shares; 2025Q2: 169,738 shares; 2025Q3: 167,537 shares; 2025Q4: 172,045 shares 172,045 $41.8M 1.2% +4,508 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: 200,172 shares; 2024Q4: 196,175 shares; 2025Q1: 194,538 shares; 2025Q2: 193,366 shares; 2025Q3: 190,919 shares; 2025Q4: 188,264 shares 188,264 $39.4M 1.13% -2,655 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: 238,099 shares; 2024Q4: 235,728 shares; 2025Q1: 239,898 shares; 2025Q2: 248,707 shares; 2025Q3: 251,794 shares; 2025Q4: 251,733 shares 251,733 $38.4M 1.1% -61 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 766,035 shares; 2024Q4: 777,300 shares; 2025Q1: 792,577 shares; 2025Q2: 806,771 shares; 2025Q3: 809,400 shares; 2025Q4: 808,769 shares 808,769 $36.2M 1.04% -631 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 674,767 shares; 2024Q4: 639,005 shares; 2025Q1: 628,338 shares; 2025Q2: 601,828 shares; 2025Q3: 591,081 shares; 2025Q4: 576,083 shares 576,083 $34.8M 1% -14,998 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: 140,207 shares; 2024Q4: 136,276 shares; 2025Q1: 130,880 shares; 2025Q2: 129,397 shares; 2025Q3: 129,711 shares; 2025Q4: 129,104 shares 129,104 $34.3M 0.98% -607 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: 377,273 shares; 2024Q4: 378,997 shares; 2025Q1: 381,117 shares; 2025Q2: 373,347 shares; 2025Q3: 365,300 shares; 2025Q4: 362,382 shares 362,382 $33.3M 0.95% -2,918 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: 490,386 shares; 2024Q4: 477,417 shares; 2025Q1: 474,151 shares; 2025Q2: 462,590 shares; 2025Q3: 462,025 shares; 2025Q4: 449,206 shares 449,206 $33.1M 0.95% -12,819 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: 64,610 shares; 2024Q4: 64,786 shares; 2025Q1: 64,516 shares; 2025Q2: 64,714 shares; 2025Q3: 65,157 shares; 2025Q4: 65,181 shares 65,181 $32.8M 0.94% +24 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: 304,445 shares; 2024Q4: 305,546 shares; 2025Q1: 308,143 shares; 2025Q2: 303,925 shares; 2025Q3: 296,427 shares; 2025Q4: 285,455 shares 285,455 $30.3M 0.87% -10,972 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: 90,761 shares; 2024Q4: 94,901 shares; 2025Q1: 91,817 shares; 2025Q2: 91,667 shares; 2025Q3: 92,098 shares; 2025Q4: 85,685 shares 85,685 $29.5M 0.84% -6,413 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: 202,601 shares; 2024Q4: 202,614 shares; 2025Q1: 202,907 shares; 2025Q2: 204,835 shares; 2025Q3: 203,608 shares; 2025Q4: 200,505 shares 200,505 $28.7M 0.82% -3,103 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: 114,928 shares; 2024Q4: 114,725 shares; 2025Q1: 115,178 shares; 2025Q2: 116,321 shares; 2025Q3: 116,928 shares; 2025Q4: 115,832 shares 115,832 $28.6M 0.82% -1,096 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: 90,731 shares; 2024Q4: 89,732 shares; 2025Q1: 89,297 shares; 2025Q2: 89,218 shares; 2025Q3: 88,402 shares; 2025Q4: 87,109 shares 87,109 $28.5M 0.82% -1,293 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 551,891 shares; 2024Q4: 560,095 shares; 2025Q1: 555,733 shares; 2025Q2: 545,790 shares; 2025Q3: 550,124 shares; 2025Q4: 528,612 shares 528,612 $28.5M 0.81% -21,512 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 645,845 shares; 2024Q4: 620,143 shares; 2025Q1: 606,423 shares; 2025Q2: 606,814 shares; 2025Q3: 608,270 shares; 2025Q4: 616,496 shares 616,496 $28.1M 0.8% +8,226 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: 85,766 shares; 2024Q4: 85,177 shares; 2025Q1: 83,396 shares; 2025Q2: 83,379 shares; 2025Q3: 84,187 shares; 2025Q4: 83,364 shares 83,364 $28.1M 0.8% -823 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: 1,238,387 shares; 2024Q4: 1,185,156 shares; 2025Q1: 1,019,011 shares; 2025Q2: 1,005,961 shares; 2025Q3: 1,011,918 shares; 2025Q4: 1,017,783 shares 1,017,783 $28M 0.8% +5,865 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: 234,606 shares; 2024Q4: 235,018 shares; 2025Q1: 241,885 shares; 2025Q2: 242,975 shares; 2025Q3: 238,884 shares; 2025Q4: 240,296 shares 240,296 $27.5M 0.79% +1,412 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 520,077 shares; 2024Q4: 457,129 shares; 2025Q1: 425,306 shares; 2025Q2: 406,219 shares; 2025Q3: 403,710 shares; 2025Q4: 408,505 shares 408,505 $27.5M 0.79% +4,795 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: 77,237 shares; 2024Q4: 80,028 shares; 2025Q1: 81,910 shares; 2025Q2: 83,927 shares; 2025Q3: 86,268 shares; 2025Q4: 85,652 shares 85,652 $26.8M 0.77% -616 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 262,181 shares; 2024Q4: 283,762 shares; 2025Q1: 313,331 shares; 2025Q2: 315,178 shares; 2025Q3: 319,685 shares; 2025Q4: 297,141 shares 297,141 $26.3M 0.75% -22,544 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,993 shares; 2024Q4: 7,830 shares; 2025Q1: 7,960 shares; 2025Q2: 7,953 shares; 2025Q3: 7,801 shares; 2025Q4: 7,698 shares 7,698 $26.1M 0.75% -103 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: 680,895 shares; 2024Q4: 912,934 shares; 2025Q1: 868,571 shares; 2025Q2: 870,578 shares; 2025Q3: 826,097 shares; 2025Q4: 688,659 shares 688,659 $25.4M 0.73% -137,438 Timeline PHG KONINKLIJKE PHILIPS N V More: the full row for KONINKLIJKE PHILIPS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 939,067 shares; 2024Q4: 945,542 shares; 2025Q1: 913,327 shares; 2025Q2: 911,455 shares; 2025Q3: 911,185 shares; 2025Q4: 915,066 shares 915,066 $24.8M 0.71% +3,881 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: 4,388 shares; 2024Q4: 4,354 shares; 2025Q1: 4,302 shares; 2025Q2: 20,324 shares; 2025Q3: 21,677 shares; 2025Q4: 22,776 shares 22,776 $24.5M 0.7% +1,099 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 584,342 shares; 2024Q4: 553,764 shares; 2025Q1: 557,208 shares; 2025Q2: 568,400 shares; 2025Q3: 522,681 shares; 2025Q4: 503,256 shares 503,256 $24.4M 0.7% -19,425 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: 10,636 shares; 2024Q4: 10,295 shares; 2025Q1: 24,330 shares; 2025Q2: 33,395 shares; 2025Q3: 35,052 shares; 2025Q4: 35,785 shares 35,785 $23.6M 0.68% +733 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: 415,077 shares; 2024Q4: 396,246 shares; 2025Q1: 395,269 shares; 2025Q2: 403,170 shares; 2025Q3: 425,547 shares; 2025Q4: 434,706 shares 434,706 $23M 0.66% +9,159 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125,635 shares; 2024Q4: 114,558 shares; 2025Q1: 110,255 shares; 2025Q2: 105,021 shares; 2025Q3: 101,751 shares; 2025Q4: 100,524 shares 100,524 $22.9M 0.65% -1,227 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: 899,364 shares; 2024Q4: 860,873 shares; 2025Q1: 842,697 shares; 2025Q2: 569,144 shares; 2025Q3: 559,528 shares; 2025Q4: 557,858 shares 557,858 $22.7M 0.65% -1,670 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: 26,790 shares; 2024Q4: 26,671 shares; 2025Q1: 26,664 shares; 2025Q2: 26,510 shares; 2025Q3: 26,277 shares; 2025Q4: 26,084 shares 26,084 $22.5M 0.64% -193 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: 63,525 shares; 2024Q4: 63,300 shares; 2025Q1: 63,224 shares; 2025Q2: 63,499 shares; 2025Q3: 63,331 shares; 2025Q4: 63,377 shares 63,377 $22.2M 0.64% +46 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: 195,529 shares; 2024Q4: 212,366 shares; 2025Q1: 222,318 shares; 2025Q2: 234,052 shares; 2025Q3: 240,492 shares; 2025Q4: 243,626 shares 243,626 $21.2M 0.61% +3,134 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 156,799 shares; 2024Q4: 154,918 shares; 2025Q1: 175,873 shares; 2025Q2: 185,444 shares; 2025Q3: 200,026 shares; 2025Q4: 226,216 shares 226,216 $20.2M 0.58% +26,190 Timeline MEOH METHANEX CORP More: the full row for METHANEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 527,672 shares; 2024Q4: 532,959 shares; 2025Q1: 546,676 shares; 2025Q2: 563,609 shares; 2025Q3: 528,419 shares; 2025Q4: 505,819 shares 505,819 $20.1M 0.57% -22,600 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: 48,277 shares; 2024Q4: 47,704 shares; 2025Q1: 56,540 shares; 2025Q2: 62,594 shares; 2025Q3: 62,435 shares; 2025Q4: 62,431 shares 62,431 $19.9M 0.57% -4 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: 22,565 shares; 2024Q4: 23,978 shares; 2025Q1: 24,937 shares; 2025Q2: 24,803 shares; 2025Q3: 24,678 shares; 2025Q4: 28,294 shares 28,294 $19.4M 0.55% +3,616 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: 338,991 shares; 2024Q4: 339,684 shares; 2025Q1: 326,572 shares; 2025Q2: 327,364 shares; 2025Q3: 333,027 shares; 2025Q4: 328,851 shares 328,851 $19.2M 0.55% -4,176 Timeline BRKR BRUKER CORP More: the full row for BRUKER 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: 42,610 shares; 2025Q3: 301,155 shares; 2025Q4: 403,995 shares 403,995 $19.1M 0.55% +102,840 Timeline TKR TIMKEN CO More: the full row for TIMKEN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 217,878 shares; 2025Q1: 224,607 shares; 2025Q2: 213,805 shares; 2025Q3: 213,804 shares; 2025Q4: 197,005 shares 197,005 $16.6M 0.47% -16,799 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 265,235 shares; 2024Q4: 262,527 shares; 2025Q1: 260,815 shares; 2025Q2: 256,290 shares; 2025Q3: 252,721 shares; 2025Q4: 256,186 shares 256,186 $16M 0.46% +3,465 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: 9,096 shares; 2024Q4: 75,954 shares; 2025Q1: 78,843 shares; 2025Q2: 83,460 shares; 2025Q3: 86,055 shares; 2025Q4: 78,869 shares 78,869 $15.4M 0.44% -7,186 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: 436,587 shares; 2024Q4: 440,771 shares; 2025Q1: 430,088 shares; 2025Q2: 276,109 shares; 2025Q3: 286,414 shares; 2025Q4: 237,981 shares 237,981 $15.3M 0.44% -48,433 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: 216,037 shares; 2024Q4: 211,201 shares; 2025Q1: 216,240 shares; 2025Q2: 214,758 shares; 2025Q3: 213,756 shares; 2025Q4: 203,281 shares 203,281 $14.9M 0.43% -10,475 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: 96,483 shares; 2024Q4: 93,977 shares; 2025Q1: 92,301 shares; 2025Q2: 91,881 shares; 2025Q3: 91,028 shares; 2025Q4: 90,319 shares 90,319 $13.9M 0.4% -709 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: 48,128 shares; 2024Q4: 48,035 shares; 2025Q1: 44,243 shares; 2025Q2: 42,811 shares; 2025Q3: 42,937 shares; 2025Q4: 50,363 shares 50,363 $13.5M 0.39% +7,426 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: 953,123 shares; 2024Q4: 867,855 shares; 2025Q1: 914,000 shares; 2025Q2: 379,966 shares; 2025Q3: 325,863 shares; 2025Q4: 519,891 shares 519,891 $12.9M 0.37% +194,028 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: 116,179 shares; 2024Q4: 105,565 shares; 2025Q1: 103,422 shares; 2025Q2: 86,437 shares; 2025Q3: 83,524 shares; 2025Q4: 95,670 shares 95,670 $12.7M 0.36% +12,146 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: 273,014 shares; 2024Q4: 242,217 shares; 2025Q1: 239,894 shares; 2025Q2: 235,317 shares; 2025Q3: 231,195 shares; 2025Q4: 227,281 shares 227,281 $12.5M 0.36% -3,914 Timeline XVV 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: 203,089 shares; 2024Q4: 203,284 shares; 2025Q1: 230,524 shares; 2025Q2: 226,954 shares; 2025Q3: 225,869 shares; 2025Q4: 230,899 shares 230,899 $12.2M 0.35% +5,030 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: 9,349 shares; 2024Q4: 9,569 shares; 2025Q1: 10,722 shares; 2025Q2: 12,047 shares; 2025Q3: 14,434 shares; 2025Q4: 19,151 shares 19,151 $12M 0.34% +4,717 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: 35,920 shares; 2024Q4: 35,860 shares; 2025Q1: 32,948 shares; 2025Q2: 32,667 shares; 2025Q3: 32,596 shares; 2025Q4: 34,054 shares 34,054 $11.8M 0.34% +1,458 Timeline BEPC BROOKFIELD RENEWABLE CORP More: the full row for BROOKFIELD RENEWABLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 223,295 shares; 2025Q1: 246,735 shares; 2025Q2: 248,190 shares; 2025Q3: 246,557 shares; 2025Q4: 289,948 shares 289,948 $11.1M 0.32% +43,391 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,728 shares; 2024Q4: 73,689 shares; 2025Q1: 66,206 shares; 2025Q2: 65,252 shares; 2025Q3: 64,117 shares; 2025Q4: 62,166 shares 62,166 $10.8M 0.31% -1,951 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: 142,114 shares; 2024Q4: 159,086 shares; 2025Q1: 155,664 shares; 2025Q2: 147,208 shares; 2025Q3: 149,273 shares; 2025Q4: 165,470 shares 165,470 $10.3M 0.3% +16,197 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: 94,522 shares; 2024Q4: 99,068 shares; 2025Q1: 97,834 shares; 2025Q2: 98,632 shares; 2025Q3: 98,462 shares; 2025Q4: 83,901 shares 83,901 $10.1M 0.29% -14,561 Timeline GO GROCERY OUTLET HLDG CORP More: the full row for GROCERY OUTLET HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 618,216 shares; 2024Q4: 365,127 shares; 2025Q1: 1,792,531 shares; 2025Q2: 776,285 shares; 2025Q3: 534,138 shares; 2025Q4: 982,882 shares 982,882 $9.93M 0.28% +448,744 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: 58,649 shares; 2024Q4: 58,621 shares; 2025Q1: 58,096 shares; 2025Q2: 56,748 shares; 2025Q3: 56,026 shares; 2025Q4: 55,862 shares 55,862 $9.92M 0.28% -164 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: 240,238 shares; 2024Q4: 238,689 shares; 2025Q1: 236,359 shares; 2025Q2: 231,068 shares; 2025Q3: 210,217 shares; 2025Q4: 171,503 shares 171,503 $9.71M 0.28% -38,714 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: 33,632 shares; 2024Q4: 33,582 shares; 2025Q1: 35,244 shares; 2025Q2: 34,840 shares; 2025Q3: 38,550 shares; 2025Q4: 38,829 shares 38,829 $9.56M 0.27% +279 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: 43,079 shares; 2024Q4: 42,206 shares; 2025Q1: 40,979 shares; 2025Q2: 37,316 shares; 2025Q3: 36,984 shares; 2025Q4: 35,626 shares 35,626 $9.38M 0.27% -1,358 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,085 shares; 2024Q4: 48,727 shares; 2025Q1: 48,244 shares; 2025Q2: 48,269 shares; 2025Q3: 47,488 shares; 2025Q4: 48,190 shares 48,190 $9.35M 0.27% +702 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: 22,497 shares; 2024Q4: 22,322 shares; 2025Q1: 22,342 shares; 2025Q2: 22,442 shares; 2025Q3: 22,392 shares; 2025Q4: 22,287 shares 22,287 $8.83M 0.25% -105 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: 26,067 shares; 2024Q4: 26,264 shares; 2025Q1: 26,386 shares; 2025Q2: 24,763 shares; 2025Q3: 24,906 shares; 2025Q4: 25,318 shares 25,318 $7.94M 0.23% +412 Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 770,283 shares; 2024Q4: 709,305 shares; 2025Q1: 512,269 shares; 2025Q2: 500,823 shares; 2025Q3: 415,656 shares; 2025Q4: 347,788 shares 347,788 $6.65M 0.19% -67,868 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 598,890 shares; 2024Q4: 406,496 shares; 2025Q1: 476,022 shares; 2025Q2: 259,385 shares; 2025Q3: 254,071 shares; 2025Q4: 225,789 shares 225,789 $6.51M 0.19% -28,282 Timeline IJJ 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: 48,804 shares; 2024Q4: 48,804 shares; 2025Q1: 48,804 shares; 2025Q2: 48,804 shares; 2025Q3: 48,804 shares; 2025Q4: 48,804 shares 48,804 $6.42M 0.18% 0 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,500 shares; 2024Q4: 77,178 shares; 2025Q1: 74,895 shares; 2025Q2: 73,425 shares; 2025Q3: 73,149 shares; 2025Q4: 72,987 shares 72,987 $6.1M 0.17% -162 Timeline MOH MOLINA HEALTHCARE INC More: the full row for MOLINA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,737 shares; 2024Q4: 43,057 shares; 2025Q1: 43,016 shares; 2025Q2: 43,496 shares; 2025Q3: 38,040 shares; 2025Q4: 34,415 shares 34,415 $5.97M 0.17% -3,625 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: 91,335 shares; 2024Q4: 88,500 shares; 2025Q1: 80,023 shares; 2025Q2: 72,289 shares; 2025Q3: 68,891 shares; 2025Q4: 64,957 shares 64,957 $5.47M 0.16% -3,934 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: 19,591 shares; 2024Q4: 21,023 shares; 2025Q1: 21,946 shares; 2025Q2: 24,285 shares; 2025Q3: 25,245 shares; 2025Q4: 24,352 shares 24,352 $5.35M 0.15% -893 Timeline TFX TELEFLEX INCORPORATED More: the full row for TELEFLEX INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,890 shares; 2025Q1: 88,042 shares; 2025Q2: 47,953 shares; 2025Q3: 47,677 shares; 2025Q4: 43,358 shares 43,358 $5.29M 0.15% -4,319 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: 88,422 shares; 2024Q4: 95,071 shares; 2025Q1: 91,913 shares; 2025Q2: 88,776 shares; 2025Q3: 92,023 shares; 2025Q4: 97,327 shares 97,327 $5.23M 0.15% +5,304 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: 16,922 shares; 2024Q4: 30,852 shares; 2025Q1: 16,200 shares; 2025Q2: 15,258 shares; 2025Q3: 15,310 shares; 2025Q4: 14,872 shares 14,872 $5.21M 0.15% -438 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: 24,922 shares; 2024Q4: 24,191 shares; 2025Q1: 23,273 shares; 2025Q2: 22,957 shares; 2025Q3: 22,652 shares; 2025Q4: 22,467 shares 22,467 $5.2M 0.15% -185 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: 55,413 shares; 2024Q4: 46,754 shares; 2025Q1: 47,258 shares; 2025Q2: 49,641 shares; 2025Q3: 53,806 shares; 2025Q4: 62,710 shares 62,710 $5.19M 0.15% +8,904 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 168,886 shares; 2024Q4: 181,641 shares; 2025Q1: 179,848 shares; 2025Q2: 176,816 shares; 2025Q3: 83,022 shares; 2025Q4: 59,428 shares 59,428 $5.13M 0.15% -23,594 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,772 shares; 2024Q4: 49,947 shares; 2025Q1: 49,947 shares; 2025Q2: 49,962 shares; 2025Q3: 49,947 shares; 2025Q4: 49,947 shares 49,947 $4.84M 0.14% 0 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: 8,326 shares; 2024Q4: 8,201 shares; 2025Q1: 8,058 shares; 2025Q2: 8,030 shares; 2025Q3: 8,024 shares; 2025Q4: 8,048 shares 8,048 $4.67M 0.13% +24 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,464 shares; 2024Q4: 66,073 shares; 2025Q1: 66,203 shares; 2025Q2: 69,610 shares; 2025Q3: 74,701 shares; 2025Q4: 85,981 shares 85,981 $4.63M 0.13% +11,280 Timeline IEI 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: 34,741 shares; 2024Q4: 27,133 shares; 2025Q1: 28,958 shares; 2025Q2: 30,531 shares; 2025Q3: 32,880 shares; 2025Q4: 38,635 shares 38,635 $4.61M 0.13% +5,755 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: 54,506 shares; 2024Q4: 53,902 shares; 2025Q1: 47,862 shares; 2025Q2: 45,492 shares; 2025Q3: 55,470 shares; 2025Q4: 57,688 shares 57,688 $4.55M 0.13% +2,218 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: 5,086 shares; 2024Q4: 4,586 shares; 2025Q1: 7,357 shares; 2025Q2: 7,369 shares; 2025Q3: 7,369 shares; 2025Q4: 7,368 shares 7,368 $4.53M 0.13% -1 Timeline BLKB BLACKBAUD INC More: the full row for BLACKBAUD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 124,654 shares; 2024Q4: 95,486 shares; 2025Q1: 92,933 shares; 2025Q2: 80,800 shares; 2025Q3: 75,813 shares; 2025Q4: 71,208 shares 71,208 $4.51M 0.13% -4,605 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: 68,644 shares 68,644 $4.49M 0.13% new 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: 41,580 shares; 2024Q4: 30,422 shares; 2025Q1: 28,233 shares; 2025Q2: 27,599 shares; 2025Q3: 27,388 shares; 2025Q4: 27,132 shares 27,132 $4.34M 0.12% -256 Timeline HOLX HOLOGIC INC More: the full row for HOLOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,114 shares; 2024Q4: 82,034 shares; 2025Q1: 80,901 shares; 2025Q2: 68,145 shares; 2025Q3: 81,755 shares; 2025Q4: 55,812 shares 55,812 $4.16M 0.12% -25,943 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: 8,184 shares; 2024Q4: 7,795 shares; 2025Q1: 7,536 shares; 2025Q2: 6,956 shares; 2025Q3: 6,912 shares; 2025Q4: 6,862 shares 6,862 $3.93M 0.11% -50 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: 43,277 shares; 2024Q4: 67,089 shares; 2025Q1: 43,446 shares; 2025Q2: 41,215 shares; 2025Q3: 40,119 shares; 2025Q4: 38,485 shares 38,485 $3.72M 0.11% -1,634 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,332 shares; 2024Q4: 25,199 shares; 2025Q1: 25,200 shares; 2025Q2: 25,200 shares; 2025Q3: 25,201 shares; 2025Q4: 25,201 shares 25,201 $3.45M 0.1% 0 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: 15,535 shares; 2024Q4: 15,252 shares; 2025Q1: 14,626 shares; 2025Q2: 14,565 shares; 2025Q3: 14,356 shares; 2025Q4: 14,798 shares 14,798 $3.38M 0.1% +442 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,241 shares; 2024Q4: 17,241 shares; 2025Q1: 17,371 shares; 2025Q2: 17,201 shares; 2025Q3: 17,324 shares; 2025Q4: 17,111 shares 17,111 $3.17M 0.09% -213 Timeline LW LAMB WESTON HLDGS INC More: the full row for LAMB WESTON HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120,349 shares; 2024Q4: 114,275 shares; 2025Q1: 103,726 shares; 2025Q2: 91,375 shares; 2025Q3: 77,462 shares; 2025Q4: 75,375 shares 75,375 $3.16M 0.09% -2,087 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,283 shares; 2024Q4: 16,017 shares; 2025Q1: 17,575 shares; 2025Q2: 16,885 shares; 2025Q3: 18,934 shares; 2025Q4: 35,188 shares 35,188 $3.13M 0.09% +16,254 Timeline NXT NEXTPOWER INC More: the full row for NEXTPOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117,744 shares; 2024Q4: 110,197 shares; 2025Q1: 40,424 shares; 2025Q2: 36,906 shares; 2025Q3: 35,676 shares; 2025Q4: 35,222 shares 35,222 $3.07M 0.09% -454 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,711 shares; 2024Q4: 42,812 shares; 2025Q1: 45,076 shares; 2025Q2: 47,176 shares; 2025Q3: 50,359 shares; 2025Q4: 57,642 shares 57,642 $3.05M 0.09% +7,283 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: 4 shares; 2025Q2: 4 shares; 2025Q3: 4 shares; 2025Q4: 4 shares 4 $3.02M 0.09% 0 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: 8,588 shares; 2024Q4: 8,609 shares; 2025Q1: 8,609 shares; 2025Q2: 8,530 shares; 2025Q3: 8,731 shares; 2025Q4: 10,035 shares 10,035 $2.97M 0.09% +1,304 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: 22,093 shares; 2024Q4: 22,093 shares; 2025Q1: 23,001 shares; 2025Q2: 23,001 shares; 2025Q3: 23,001 shares; 2025Q4: 21,712 shares 21,712 $2.94M 0.08% -1,289 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: 16,869 shares; 2024Q4: 11,154 shares; 2025Q1: 18,127 shares; 2025Q2: 15,593 shares; 2025Q3: 15,062 shares; 2025Q4: 13,954 shares 13,954 $2.94M 0.08% -1,108 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: 6,125 shares; 2024Q4: 6,081 shares; 2025Q1: 6,082 shares; 2025Q2: 6,165 shares; 2025Q3: 6,236 shares; 2025Q4: 6,173 shares 6,173 $2.92M 0.08% -63 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: 25,611 shares; 2024Q4: 25,611 shares; 2025Q1: 25,611 shares; 2025Q2: 25,611 shares; 2025Q3: 25,611 shares; 2025Q4: 25,611 shares 25,611 $2.91M 0.08% 0 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: 35,071 shares; 2024Q4: 35,071 shares; 2025Q1: 35,071 shares; 2025Q2: 35,071 shares; 2025Q3: 35,071 shares; 2025Q4: 35,071 shares 35,071 $2.83M 0.08% 0 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 89,916 shares; 2025Q2: 86,971 shares; 2025Q3: 84,681 shares; 2025Q4: 84,206 shares 84,206 $2.75M 0.08% -475 Timeline IMAX IMAX CORP More: the full row for IMAX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 214,185 shares; 2024Q4: 86,660 shares; 2025Q1: 86,200 shares; 2025Q2: 84,780 shares; 2025Q3: 82,235 shares; 2025Q4: 74,265 shares 74,265 $2.74M 0.08% -7,970 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: 231,733 shares; 2024Q4: 155,358 shares; 2025Q1: 153,527 shares; 2025Q2: 135,701 shares; 2025Q3: 129,849 shares; 2025Q4: 114,584 shares 114,584 $2.71M 0.08% -15,265 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: 11,520 shares; 2024Q4: 11,520 shares; 2025Q1: 11,520 shares; 2025Q2: 12,090 shares; 2025Q3: 12,352 shares; 2025Q4: 12,250 shares 12,250 $2.69M 0.08% -102 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: 8,016 shares; 2024Q4: 8,011 shares; 2025Q1: 7,948 shares; 2025Q2: 7,968 shares; 2025Q3: 7,584 shares; 2025Q4: 7,576 shares 7,576 $2.5M 0.07% -8 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,683 shares; 2024Q4: 20,610 shares; 2025Q1: 20,371 shares; 2025Q2: 19,758 shares; 2025Q3: 19,555 shares; 2025Q4: 19,355 shares 19,355 $2.5M 0.07% -200 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,753 shares; 2024Q4: 3,644 shares; 2025Q1: 3,451 shares; 2025Q2: 3,345 shares; 2025Q3: 4,045 shares; 2025Q4: 4,045 shares 4,045 $2.45M 0.07% 0 Timeline LINE LINEAGE INC More: the full row for LINEAGE 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: 29,477 shares; 2025Q3: 39,042 shares; 2025Q4: 63,374 shares 63,374 $2.25M 0.06% +24,332 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: 5,947 shares; 2024Q4: 4,991 shares; 2025Q1: 4,068 shares; 2025Q2: 4,404 shares; 2025Q3: 4,504 shares; 2025Q4: 4,986 shares 4,986 $2.24M 0.06% +482 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,969 shares; 2024Q4: 11,824 shares; 2025Q1: 11,878 shares; 2025Q2: 11,963 shares; 2025Q3: 11,963 shares; 2025Q4: 11,713 shares 11,713 $2.24M 0.06% -250 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: 54,251 shares; 2024Q4: 47,336 shares; 2025Q1: 47,336 shares; 2025Q2: 47,336 shares; 2025Q3: 50,346 shares; 2025Q4: 47,481 shares 47,481 $2.18M 0.06% -2,865 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: 12,149 shares; 2024Q4: 12,022 shares; 2025Q1: 11,897 shares; 2025Q2: 11,772 shares; 2025Q3: 11,837 shares; 2025Q4: 11,965 shares 11,965 $1.95M 0.06% +128 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: 2,674 shares; 2024Q4: 2,324 shares; 2025Q1: 18,640 shares; 2025Q2: 18,640 shares; 2025Q3: 19,830 shares; 2025Q4: 15,311 shares 15,311 $1.89M 0.05% -4,519 Timeline COLM COLUMBIA SPORTSWEAR CO More: the full row for COLUMBIA SPORTSWEAR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,501 shares; 2024Q4: 34,481 shares; 2025Q1: 34,481 shares; 2025Q2: 34,348 shares; 2025Q3: 33,928 shares; 2025Q4: 33,928 shares 33,928 $1.87M 0.05% 0 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: 12,749 shares; 2024Q4: 12,817 shares; 2025Q1: 12,817 shares; 2025Q2: 12,801 shares; 2025Q3: 12,801 shares; 2025Q4: 12,801 shares 12,801 $1.81M 0.05% 0 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: 4,743 shares; 2024Q4: 4,743 shares; 2025Q1: 4,725 shares; 2025Q2: 5,926 shares; 2025Q3: 5,853 shares; 2025Q4: 5,873 shares 5,873 $1.79M 0.05% +20 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,392 shares; 2024Q4: 12,346 shares; 2025Q1: 11,879 shares; 2025Q2: 11,780 shares; 2025Q3: 11,375 shares; 2025Q4: 10,446 shares 10,446 $1.75M 0.05% -929 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: 24,275 shares; 2024Q4: 23,202 shares; 2025Q1: 22,662 shares; 2025Q2: 20,782 shares; 2025Q3: 20,782 shares; 2025Q4: 17,277 shares 17,277 $1.73M 0.05% -3,505 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: 4,557 shares; 2024Q4: 4,557 shares; 2025Q1: 4,627 shares; 2025Q2: 4,657 shares; 2025Q3: 4,719 shares; 2025Q4: 4,710 shares 4,710 $1.66M 0.05% -9 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: 21,348 shares; 2024Q4: 21,211 shares; 2025Q1: 21,428 shares; 2025Q2: 42,856 shares; 2025Q3: 42,460 shares; 2025Q4: 40,808 shares 40,808 $1.64M 0.05% -1,652 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,681 shares; 2024Q4: 6,681 shares; 2025Q1: 6,186 shares; 2025Q2: 5,820 shares; 2025Q3: 6,284 shares; 2025Q4: 5,719 shares 5,719 $1.63M 0.05% -565 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: 97,981 shares; 2024Q4: 73,693 shares; 2025Q1: 27,713 shares; 2025Q2: 24,368 shares; 2025Q3: 22,941 shares; 2025Q4: 20,079 shares 20,079 $1.59M 0.05% -2,862 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: 22,455 shares; 2024Q4: 18,975 shares; 2025Q1: 18,935 shares; 2025Q2: 18,935 shares; 2025Q3: 18,886 shares; 2025Q4: 19,762 shares 19,762 $1.59M 0.05% +876 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 98,024 shares; 2025Q3: 106,112 shares; 2025Q4: 24,648 shares 24,648 $1.57M 0.04% -81,464 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 35,138 shares 35,138 $1.56M 0.04% 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: 5,589 shares; 2024Q4: 5,589 shares; 2025Q1: 5,594 shares; 2025Q2: 5,589 shares; 2025Q3: 5,589 shares; 2025Q4: 10,678 shares 10,678 $1.54M 0.04% +5,089 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,270 shares; 2024Q4: 23,000 shares; 2025Q1: 23,032 shares; 2025Q2: 23,132 shares; 2025Q3: 23,132 shares; 2025Q4: 22,866 shares 22,866 $1.54M 0.04% -266 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: not reported; 2024Q4: 8,280 shares; 2025Q1: 8,476 shares; 2025Q2: 8,446 shares; 2025Q3: 8,446 shares; 2025Q4: 8,458 shares 8,458 $1.45M 0.04% +12 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: 10,873 shares; 2024Q4: 10,272 shares; 2025Q1: 10,299 shares; 2025Q2: 10,278 shares; 2025Q3: 10,097 shares; 2025Q4: 9,920 shares 9,920 $1.44M 0.04% -177 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: 17,957 shares; 2024Q4: 12,527 shares; 2025Q1: 12,578 shares; 2025Q2: 14,447 shares; 2025Q3: 14,570 shares; 2025Q4: 14,771 shares 14,771 $1.38M 0.04% +201 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: 16,451 shares; 2024Q4: 14,202 shares; 2025Q1: 12,812 shares; 2025Q2: 8,562 shares; 2025Q3: 8,562 shares; 2025Q4: 7,673 shares 7,673 $1.36M 0.04% -889 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: 5,765 shares; 2024Q4: 5,765 shares; 2025Q1: 5,822 shares; 2025Q2: 5,822 shares; 2025Q3: 5,877 shares; 2025Q4: 6,947 shares 6,947 $1.35M 0.04% +1,070 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,864 shares; 2024Q4: 14,865 shares; 2025Q1: 14,866 shares; 2025Q2: 14,877 shares; 2025Q3: 14,869 shares; 2025Q4: 29,741 shares 29,741 $1.33M 0.04% +14,872 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: 9,502 shares; 2024Q4: 9,477 shares; 2025Q1: 9,477 shares; 2025Q2: 9,477 shares; 2025Q3: 9,477 shares; 2025Q4: 9,441 shares 9,441 $1.3M 0.04% -36 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,830 shares; 2025Q2: 14,851 shares; 2025Q3: 14,830 shares; 2025Q4: 14,830 shares 14,830 $1.29M 0.04% 0 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,314 shares; 2024Q4: 3,314 shares; 2025Q1: 3,314 shares; 2025Q2: 3,296 shares; 2025Q3: 3,064 shares; 2025Q4: 5,008 shares 5,008 $1.29M 0.04% +1,944 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO 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: 19,479 shares 19,479 $1.28M 0.04% new 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: 10,475 shares; 2024Q4: 10,400 shares; 2025Q1: 10,402 shares; 2025Q2: 10,271 shares; 2025Q3: 10,139 shares; 2025Q4: 10,041 shares 10,041 $1.26M 0.04% -98 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: 3,533 shares; 2024Q4: 3,533 shares; 2025Q1: 3,530 shares; 2025Q2: 4,103 shares; 2025Q3: 4,103 shares; 2025Q4: 3,964 shares 3,964 $1.22M 0.03% -139 Timeline VONG 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: not reported; 2024Q4: not reported; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares 10,000 $1.22M 0.03% 0 Timeline ALK ALASKA AIR GROUP INC More: the full row for ALASKA AIR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,818 shares; 2024Q4: 15,958 shares; 2025Q1: 15,100 shares; 2025Q2: 20,144 shares; 2025Q3: 19,987 shares; 2025Q4: 23,373 shares 23,373 $1.18M 0.03% +3,386 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: 8,300 shares; 2024Q4: 8,300 shares; 2025Q1: 8,300 shares; 2025Q2: 8,300 shares; 2025Q3: 8,300 shares; 2025Q4: 8,300 shares 8,300 $1.17M 0.03% 0 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,144 shares; 2025Q4: 12,144 shares 12,144 $1.17M 0.03% 0 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: 7,076 shares; 2024Q4: 8,563 shares; 2025Q1: 11,526 shares; 2025Q2: 11,928 shares; 2025Q3: 11,772 shares; 2025Q4: 11,123 shares 11,123 $1.14M 0.03% -649 Timeline EZU 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: 17,709 shares; 2024Q4: 17,709 shares; 2025Q1: 17,709 shares; 2025Q2: 17,709 shares; 2025Q3: 17,709 shares; 2025Q4: 17,709 shares 17,709 $1.14M 0.03% 0 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,237 shares; 2024Q4: 15,237 shares; 2025Q1: 15,237 shares; 2025Q2: 15,213 shares; 2025Q3: 15,213 shares; 2025Q4: 15,270 shares 15,270 $1.13M 0.03% +57 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,400 shares; 2024Q4: 15,400 shares; 2025Q1: 15,400 shares; 2025Q2: 19,010 shares; 2025Q3: 19,010 shares; 2025Q4: 19,024 shares 19,024 $1.12M 0.03% +14 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: 3,001 shares; 2024Q4: 6,042 shares; 2025Q1: 6,042 shares; 2025Q2: 6,042 shares; 2025Q3: 6,022 shares; 2025Q4: 6,007 shares 6,007 $1.11M 0.03% -15 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,161 shares; 2024Q4: 56,041 shares; 2025Q1: 55,816 shares; 2025Q2: 50,339 shares; 2025Q3: 50,339 shares; 2025Q4: 47,713 shares 47,713 $1.08M 0.03% -2,626 Timeline VONE 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: 9,405 shares; 2024Q4: 3,440 shares; 2025Q1: 3,440 shares; 2025Q2: 3,480 shares; 2025Q3: 3,480 shares; 2025Q4: 3,480 shares 3,480 $1.08M 0.03% 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: 5,684 shares; 2024Q4: 5,684 shares; 2025Q1: 5,955 shares; 2025Q2: 5,785 shares; 2025Q3: 5,631 shares; 2025Q4: 5,609 shares 5,609 $1.07M 0.03% -22 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,484 shares; 2024Q4: 29,214 shares; 2025Q1: 30,703 shares; 2025Q2: 11,117 shares; 2025Q3: 11,110 shares; 2025Q4: 10,030 shares 10,030 $1.07M 0.03% -1,080 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,750 shares; 2024Q4: 2,750 shares; 2025Q1: 2,750 shares; 2025Q2: 2,750 shares; 2025Q3: 2,750 shares; 2025Q4: 2,752 shares 2,752 $1.05M 0.03% +2 Timeline EWT 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: 16,422 shares; 2024Q4: 16,422 shares; 2025Q1: 16,422 shares; 2025Q2: 16,422 shares; 2025Q3: 16,422 shares; 2025Q4: 16,422 shares 16,422 $1.04M 0.03% 0 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,739 shares; 2024Q4: 16,290 shares; 2025Q1: 14,824 shares; 2025Q2: 14,261 shares; 2025Q3: 14,240 shares; 2025Q4: 13,321 shares 13,321 $1.04M 0.03% -919 Timeline GTLB GITLAB INC More: the full row for GITLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,397 shares; 2024Q4: 27,397 shares; 2025Q1: 27,397 shares; 2025Q2: 27,397 shares; 2025Q3: 27,397 shares; 2025Q4: 27,397 shares 27,397 $1.03M 0.03% 0 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,590 shares; 2025Q4: 20,590 shares 20,590 $1.02M 0.03% 0 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,543 shares; 2024Q4: 1,543 shares; 2025Q1: 1,752 shares; 2025Q2: 1,717 shares; 2025Q3: 1,622 shares; 2025Q4: 3,456 shares 3,456 $1M 0.03% +1,834 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: 8,695 shares; 2024Q4: 8,695 shares; 2025Q1: 8,695 shares; 2025Q2: 8,695 shares; 2025Q3: 9,035 shares; 2025Q4: 9,066 shares 9,066 $1000K 0.03% +31 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,130 shares; 2024Q4: 4,137 shares; 2025Q1: 4,031 shares; 2025Q2: 4,029 shares; 2025Q3: 4,383 shares; 2025Q4: 4,477 shares 4,477 $972K 0.03% +94 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,371 shares 19,371 $941K 0.03% new Timeline BROS DUTCH BROS INC More: the full row for DUTCH BROS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,754 shares; 2024Q4: 12,264 shares; 2025Q1: 12,264 shares; 2025Q2: 11,351 shares; 2025Q3: 11,351 shares; 2025Q4: 15,351 shares 15,351 $940K 0.03% +4,000 Timeline IWN 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: 6,677 shares; 2024Q4: 5,986 shares; 2025Q1: 5,257 shares; 2025Q2: 5,221 shares; 2025Q3: 5,128 shares; 2025Q4: 5,026 shares 5,026 $911K 0.03% -102 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: 13,580 shares; 2024Q4: 13,580 shares; 2025Q1: 13,835 shares; 2025Q2: 13,630 shares; 2025Q3: 13,666 shares; 2025Q4: 13,666 shares 13,666 $902K 0.03% 0 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,500 shares; 2024Q4: 3,500 shares; 2025Q1: 3,500 shares; 2025Q2: 3,515 shares; 2025Q3: 4,230 shares; 2025Q4: 4,230 shares 4,230 $896K 0.03% 0 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,709 shares; 2024Q4: 1,709 shares; 2025Q1: 1,709 shares; 2025Q2: 1,709 shares; 2025Q3: 1,755 shares; 2025Q4: 1,831 shares 1,831 $886K 0.03% +76 Timeline BIV 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: 11,190 shares; 2024Q4: 10,830 shares; 2025Q1: 10,830 shares; 2025Q2: 9,735 shares; 2025Q3: 10,320 shares; 2025Q4: 11,333 shares 11,333 $883K 0.03% +1,013 Timeline JEPQ 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: not reported; 2024Q4: not reported; 2025Q1: 20,494 shares; 2025Q2: 20,494 shares; 2025Q3: 14,314 shares; 2025Q4: 14,314 shares 14,314 $840K 0.02% 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: 1,291 shares; 2024Q4: 1,227 shares; 2025Q1: 1,908 shares; 2025Q2: 1,118 shares; 2025Q3: 1,104 shares; 2025Q4: 1,104 shares 1,104 $832K 0.02% 0 Timeline VOE 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: 25,162 shares; 2024Q4: 25,162 shares; 2025Q1: 25,162 shares; 2025Q2: 4,826 shares; 2025Q3: 4,807 shares; 2025Q4: 4,676 shares 4,676 $829K 0.02% -131 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,489 shares 5,489 $818K 0.02% new 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: 2,689 shares; 2024Q4: 2,689 shares; 2025Q1: 2,689 shares; 2025Q2: 2,689 shares; 2025Q3: 2,689 shares; 2025Q4: 2,830 shares 2,830 $773K 0.02% +141 Timeline PWRD TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,746 shares; 2024Q4: 10,106 shares; 2025Q1: 8,826 shares; 2025Q2: 7,976 shares; 2025Q3: 7,976 shares; 2025Q4: 7,976 shares 7,976 $767K 0.02% 0 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,944 shares; 2024Q4: 11,329 shares; 2025Q1: 9,199 shares; 2025Q2: 6,579 shares; 2025Q3: 6,232 shares; 2025Q4: 6,224 shares 6,224 $764K 0.02% -8 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: 914 shares; 2024Q4: 905 shares; 2025Q1: 924 shares; 2025Q2: 914 shares; 2025Q3: 942 shares; 2025Q4: 4,720 shares 4,720 $723K 0.02% +3,778 Timeline IGM 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: 5,598 shares; 2024Q4: 5,598 shares; 2025Q1: 5,598 shares; 2025Q2: 5,598 shares; 2025Q3: 5,598 shares; 2025Q4: 5,598 shares 5,598 $723K 0.02% 0 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: 2,403 shares; 2024Q4: 2,366 shares; 2025Q1: 2,456 shares; 2025Q2: 2,456 shares; 2025Q3: 2,603 shares; 2025Q4: 2,776 shares 2,776 $719K 0.02% +173 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: 5,511 shares; 2024Q4: 5,259 shares; 2025Q1: 5,024 shares; 2025Q2: 5,010 shares; 2025Q3: 4,872 shares; 2025Q4: 4,414 shares 4,414 $715K 0.02% -458 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: 2,365 shares; 2024Q4: 2,365 shares; 2025Q1: 2,365 shares; 2025Q2: 2,315 shares; 2025Q3: 2,290 shares; 2025Q4: 2,472 shares 2,472 $714K 0.02% +182 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,183 shares; 2024Q4: 2,183 shares; 2025Q1: 2,183 shares; 2025Q2: 2,183 shares; 2025Q3: 2,223 shares; 2025Q4: 2,223 shares 2,223 $700K 0.02% 0 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,775 shares 1,775 $691K 0.02% new Timeline EWU 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: 32,271 shares; 2024Q4: 29,271 shares; 2025Q1: 18,185 shares; 2025Q2: 16,258 shares; 2025Q3: 16,023 shares; 2025Q4: 15,683 shares 15,683 $690K 0.02% -340 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: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,010 shares 10,010 $687K 0.02% +10 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: 1,179 shares; 2024Q4: 1,179 shares; 2025Q1: 1,128 shares; 2025Q2: 1,079 shares; 2025Q3: 1,151 shares; 2025Q4: 1,159 shares 1,159 $662K 0.02% +8 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,938 shares; 2024Q4: 1,953 shares; 2025Q1: 1,953 shares; 2025Q2: 1,943 shares; 2025Q3: 2,062 shares; 2025Q4: 2,158 shares 2,158 $658K 0.02% +96 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: 2,903 shares; 2024Q4: 2,903 shares; 2025Q1: 2,903 shares; 2025Q2: 2,903 shares; 2025Q3: 2,888 shares; 2025Q4: 3,112 shares 3,112 $650K 0.02% +224 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: 813 shares; 2024Q4: 813 shares; 2025Q1: 812 shares; 2025Q2: 955 shares; 2025Q3: 955 shares; 2025Q4: 957 shares 957 $625K 0.02% +2 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,172 shares; 2025Q2: 2,172 shares; 2025Q3: 2,126 shares; 2025Q4: 1,765 shares 1,765 $605K 0.02% -361 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,323 shares; 2024Q4: 24,646 shares; 2025Q1: 24,646 shares; 2025Q2: 24,646 shares; 2025Q3: 24,646 shares; 2025Q4: 24,646 shares 24,646 $593K 0.02% 0 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: 3,608 shares; 2024Q4: 3,704 shares; 2025Q1: 4,159 shares; 2025Q2: 5,546 shares; 2025Q3: 5,356 shares; 2025Q4: 4,045 shares 4,045 $580K 0.02% -1,311 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: 26,491 shares; 2024Q4: 22,647 shares; 2025Q1: 22,682 shares; 2025Q2: 22,713 shares; 2025Q3: 24,777 shares; 2025Q4: 23,203 shares 23,203 $576K 0.02% -1,574 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,981 shares; 2025Q4: 5,981 shares 5,981 $563K 0.02% 0 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: 3,686 shares; 2024Q4: 3,556 shares; 2025Q1: 3,556 shares; 2025Q2: 3,556 shares; 2025Q3: 3,652 shares; 2025Q4: 3,661 shares 3,661 $562K 0.02% +9 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,295 shares; 2024Q4: 1,270 shares; 2025Q1: 1,225 shares; 2025Q2: 1,225 shares; 2025Q3: 1,095 shares; 2025Q4: 1,096 shares 1,096 $537K 0.02% +1 Timeline MGA MAGNA INTL INC More: the full row for MAGNA INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,406 shares; 2024Q4: 24,608 shares; 2025Q1: 20,106 shares; 2025Q2: 14,277 shares; 2025Q3: 11,039 shares; 2025Q4: 9,869 shares 9,869 $526K 0.02% -1,170 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: 9,524 shares; 2024Q4: 5,887 shares; 2025Q1: 5,562 shares; 2025Q2: 4,575 shares; 2025Q3: 4,395 shares; 2025Q4: 4,503 shares 4,503 $525K 0.02% +108 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,049 shares; 2024Q4: 7,049 shares; 2025Q1: 7,049 shares; 2025Q2: 7,049 shares; 2025Q3: 7,049 shares; 2025Q4: 7,049 shares 7,049 $523K 0.01% 0 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,392 shares; 2025Q4: 1,392 shares 1,392 $520K 0.01% 0 Timeline IUSV 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: 4,785 shares; 2024Q4: 4,785 shares; 2025Q1: 5,401 shares; 2025Q2: 5,260 shares; 2025Q3: 5,093 shares; 2025Q4: 5,013 shares 5,013 $514K 0.01% -80 Timeline SCZ 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: 10,568 shares; 2024Q4: 8,366 shares; 2025Q1: 7,937 shares; 2025Q2: 6,584 shares; 2025Q3: 6,584 shares; 2025Q4: 6,584 shares 6,584 $510K 0.01% 0 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: 7,891 shares; 2024Q4: 7,495 shares; 2025Q1: 6,832 shares; 2025Q2: 6,656 shares; 2025Q3: 6,530 shares; 2025Q4: 6,413 shares 6,413 $508K 0.01% -117 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,657 shares; 2024Q4: 2,657 shares; 2025Q1: 2,609 shares; 2025Q2: 2,609 shares; 2025Q3: 3,058 shares; 2025Q4: 3,118 shares 3,118 $505K 0.01% +60 Timeline POR PORTLAND GEN ELEC CO More: the full row for PORTLAND GEN ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,114 shares; 2024Q4: 12,979 shares; 2025Q1: 12,594 shares; 2025Q2: 11,912 shares; 2025Q3: 10,175 shares; 2025Q4: 10,179 shares 10,179 $494K 0.01% +4 Timeline TMC TMC THE METALS COMPANY INC More: the full row for TMC THE METALS COMPANY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,062 shares; 2024Q4: 88,062 shares; 2025Q1: 88,062 shares; 2025Q2: 88,062 shares; 2025Q3: 88,062 shares; 2025Q4: 79,862 shares 79,862 $493K 0.01% -8,200 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,936 shares; 2024Q4: 13,852 shares; 2025Q1: 13,852 shares; 2025Q2: 12,658 shares; 2025Q3: 12,658 shares; 2025Q4: 12,715 shares 12,715 $461K 0.01% +57 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: 9,489 shares; 2024Q4: 9,259 shares; 2025Q1: 8,363 shares; 2025Q2: 8,253 shares; 2025Q3: 8,241 shares; 2025Q4: 8,283 shares 8,283 $450K 0.01% +42 Timeline XPEV XPENG INC More: the full row for XPENG 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: 22,000 shares 22,000 $446K 0.01% new Timeline EPP 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: 8,554 shares; 2024Q4: 8,554 shares; 2025Q1: 8,554 shares; 2025Q2: 8,554 shares; 2025Q3: 8,554 shares; 2025Q4: 8,554 shares 8,554 $432K 0.01% 0 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: 6,912 shares; 2024Q4: 6,912 shares; 2025Q1: 6,912 shares; 2025Q2: 7,212 shares; 2025Q3: 6,512 shares; 2025Q4: 7,994 shares 7,994 $431K 0.01% +1,482 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: 97 shares; 2024Q4: 80 shares; 2025Q1: 80 shares; 2025Q2: 80 shares; 2025Q3: 80 shares; 2025Q4: 80 shares 80 $428K 0.01% 0 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: 5,285 shares; 2024Q4: 5,651 shares; 2025Q1: 5,558 shares; 2025Q2: 5,558 shares; 2025Q3: 5,558 shares; 2025Q4: 5,558 shares 5,558 $419K 0.01% 0 Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,788 shares 6,788 $416K 0.01% new 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: not reported; 2024Q4: 4,391 shares; 2025Q1: 4,391 shares; 2025Q2: 4,391 shares; 2025Q3: 4,391 shares; 2025Q4: 4,755 shares 4,755 $416K 0.01% +364 Timeline PRI PRIMERICA INC More: the full row for PRIMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,165 shares; 2024Q4: 2,165 shares; 2025Q1: 2,165 shares; 2025Q2: 2,165 shares; 2025Q3: 1,590 shares; 2025Q4: 1,591 shares 1,591 $411K 0.01% +1 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,611 shares; 2025Q4: 3,336 shares 3,336 $406K 0.01% -275 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,910 shares; 2024Q4: 32,910 shares; 2025Q1: 35,231 shares; 2025Q2: 4,589 shares; 2025Q3: 4,669 shares; 2025Q4: 3,776 shares 3,776 $404K 0.01% -893 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: 3,309 shares; 2024Q4: 3,309 shares; 2025Q1: 3,364 shares; 2025Q2: 3,309 shares; 2025Q3: 3,360 shares; 2025Q4: 3,174 shares 3,174 $399K 0.01% -186 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,585 shares; 2025Q4: 5,585 shares 5,585 $399K 0.01% 0 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,923 shares; 2024Q4: 1,923 shares; 2025Q1: 1,923 shares; 2025Q2: 1,863 shares; 2025Q3: 1,863 shares; 2025Q4: 1,866 shares 1,866 $387K 0.01% +3 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,299 shares; 2024Q4: 13,299 shares; 2025Q1: 13,299 shares; 2025Q2: 11,604 shares; 2025Q3: 12,436 shares; 2025Q4: 12,649 shares 12,649 $378K 0.01% +213 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,780 shares; 2025Q4: 4,780 shares 4,780 $364K 0.01% 0 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,199 shares; 2024Q4: 3,199 shares; 2025Q1: 3,199 shares; 2025Q2: 3,199 shares; 2025Q3: 3,199 shares; 2025Q4: 3,219 shares 3,219 $357K 0.01% +20 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,200 shares; 2025Q1: 1,200 shares; 2025Q2: 1,200 shares; 2025Q3: 1,200 shares; 2025Q4: 1,532 shares 1,532 $347K 0.01% +332 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: 4,282 shares; 2024Q4: 4,282 shares; 2025Q1: 4,282 shares; 2025Q2: 4,282 shares; 2025Q3: 4,282 shares; 2025Q4: 4,299 shares 4,299 $345K 0.01% +17 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,413 shares; 2024Q4: 1,413 shares; 2025Q1: 1,413 shares; 2025Q2: 1,413 shares; 2025Q3: 1,413 shares; 2025Q4: 1,676 shares 1,676 $343K 0.01% +263 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: 466 shares; 2024Q4: 482 shares; 2025Q1: 477 shares; 2025Q2: 438 shares; 2025Q3: 387 shares; 2025Q4: 388 shares 388 $341K 0.01% +1 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: 2,796 shares; 2024Q4: 2,729 shares; 2025Q1: 2,883 shares; 2025Q2: 2,883 shares; 2025Q3: 2,883 shares; 2025Q4: 2,949 shares 2,949 $340K 0.01% +66 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: 567 shares; 2024Q4: 591 shares; 2025Q1: 591 shares; 2025Q2: 591 shares; 2025Q3: 582 shares; 2025Q4: 597 shares 597 $338K 0.01% +15 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,880 shares; 2024Q4: 2,598 shares; 2025Q1: 2,504 shares; 2025Q2: 2,505 shares; 2025Q3: 2,506 shares; 2025Q4: 2,394 shares 2,394 $338K 0.01% -112 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: 2,684 shares; 2024Q4: 2,684 shares; 2025Q1: 2,921 shares; 2025Q2: 2,921 shares; 2025Q3: 3,512 shares; 2025Q4: 3,524 shares 3,524 $336K 0.01% +12 Timeline SOXX 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: 1,110 shares; 2024Q4: 1,110 shares; 2025Q1: 1,110 shares; 2025Q2: 1,110 shares; 2025Q3: 1,110 shares; 2025Q4: 1,110 shares 1,110 $334K 0.01% 0 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: 11,601 shares; 2024Q4: 5,411 shares; 2025Q1: 5,291 shares; 2025Q2: 5,229 shares; 2025Q3: 5,229 shares; 2025Q4: 4,757 shares 4,757 $333K 0.01% -472 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: 301 shares; 2024Q4: 301 shares; 2025Q1: 301 shares; 2025Q2: 301 shares; 2025Q3: 325 shares; 2025Q4: 3,540 shares 3,540 $332K 0.01% +3,215 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: 6,786 shares; 2024Q4: 6,730 shares; 2025Q1: 5,242 shares; 2025Q2: 4,661 shares; 2025Q3: 4,661 shares; 2025Q4: 3,386 shares 3,386 $331K 0.01% -1,275 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,151 shares; 2024Q4: 1,184 shares; 2025Q1: 1,174 shares; 2025Q2: 1,141 shares; 2025Q3: 1,188 shares; 2025Q4: 1,203 shares 1,203 $326K 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: 4,435 shares; 2024Q4: 4,435 shares; 2025Q1: 4,328 shares; 2025Q2: 7,038 shares; 2025Q3: 7,010 shares; 2025Q4: 6,920 shares 6,920 $322K 0.01% -90 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,799 shares; 2024Q4: 2,845 shares; 2025Q1: 2,780 shares; 2025Q2: 2,728 shares; 2025Q3: 2,430 shares; 2025Q4: 2,486 shares 2,486 $317K 0.01% +56 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 813 shares; 2025Q4: 1,087 shares 1,087 $315K 0.01% +274 Timeline IEV 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: 4,500 shares; 2024Q4: 4,500 shares; 2025Q1: 4,500 shares; 2025Q2: 4,500 shares; 2025Q3: 4,500 shares; 2025Q4: 4,500 shares 4,500 $309K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,240 shares; 2025Q3: 2,240 shares; 2025Q4: 2,244 shares 2,244 $305K 0.01% +4 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE 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: 3,261 shares; 2025Q3: 3,791 shares; 2025Q4: 3,963 shares 3,963 $304K 0.01% +172 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: 4,471 shares; 2024Q4: 845 shares; 2025Q1: 815 shares; 2025Q2: 815 shares; 2025Q3: 815 shares; 2025Q4: 819 shares 819 $303K 0.01% +4 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,817 shares; 2024Q4: 1,712 shares; 2025Q1: 1,607 shares; 2025Q2: 1,470 shares; 2025Q3: 1,470 shares; 2025Q4: 1,476 shares 1,476 $300K 0.01% +6 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND 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: 3,629 shares 3,629 $287K 0.01% new Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,090 shares; 2025Q3: 1,120 shares; 2025Q4: 1,155 shares 1,155 $280K 0.01% +35 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: 2,009 shares; 2024Q4: 2,009 shares; 2025Q1: 2,009 shares; 2025Q2: 2,009 shares; 2025Q3: 2,009 shares; 2025Q4: 2,009 shares 2,009 $280K 0.01% 0 Timeline CATH 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: not reported; 2024Q4: not reported; 2025Q1: 3,835 shares; 2025Q2: 3,355 shares; 2025Q3: 3,355 shares; 2025Q4: 3,355 shares 3,355 $277K 0.01% 0 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: not reported; 2024Q4: 2,095 shares; 2025Q1: not reported; 2025Q2: 2,095 shares; 2025Q3: 2,095 shares; 2025Q4: 2,114 shares 2,114 $273K 0.01% +19 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: 4,118 shares; 2024Q4: 4,118 shares; 2025Q1: 4,118 shares; 2025Q2: 4,118 shares; 2025Q3: 4,408 shares; 2025Q4: 4,482 shares 4,482 $263K 0.01% +74 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,983 shares; 2024Q4: not reported; 2025Q1: 1,944 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,002 shares 3,002 $262K 0.01% new Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,706 shares; 2025Q4: 2,611 shares 2,611 $262K 0.01% -95 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: 787 shares; 2024Q4: 787 shares; 2025Q1: 798 shares; 2025Q2: 798 shares; 2025Q3: 798 shares; 2025Q4: 800 shares 800 $259K 0.01% +2 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,305 shares; 2024Q4: 1,305 shares; 2025Q1: 1,305 shares; 2025Q2: 2,257 shares; 2025Q3: 2,257 shares; 2025Q4: 1,305 shares 1,305 $259K 0.01% -952 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: 976 shares; 2024Q4: 961 shares; 2025Q1: 911 shares; 2025Q2: not reported; 2025Q3: 871 shares; 2025Q4: 883 shares 883 $256K 0.01% +12 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA 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: 1,500 shares 1,500 $256K 0.01% new 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: 1,376 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,335 shares; 2025Q4: 1,186 shares 1,186 $254K 0.01% -149 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,035 shares; 2025Q4: 1,039 shares 1,039 $251K 0.01% +4 Timeline MICC MAGNUM ICE CREAM CO NV More: the full row for MAGNUM ICE CREAM CO NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,436 shares 15,436 $245K 0.01% new 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: 821 shares; 2024Q4: 823 shares; 2025Q1: 824 shares; 2025Q2: 826 shares; 2025Q3: 828 shares; 2025Q4: 945 shares 945 $234K 0.01% +117 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,069 shares; 2024Q4: 1,070 shares; 2025Q1: 1,070 shares; 2025Q2: 1,070 shares; 2025Q3: 1,021 shares; 2025Q4: 1,026 shares 1,026 $234K 0.01% +5 Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,628 shares; 2025Q4: 3,628 shares 3,628 $232K 0.01% 0 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: 1,911 shares; 2024Q4: 1,911 shares; 2025Q1: 1,911 shares; 2025Q2: 1,911 shares; 2025Q3: 1,911 shares; 2025Q4: 2,068 shares 2,068 $232K 0.01% +157 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 891 shares 891 $229K 0.01% new Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,845 shares; 2025Q1: not reported; 2025Q2: 8,840 shares; 2025Q3: 8,840 shares; 2025Q4: 8,340 shares 8,340 $219K 0.01% -500 Timeline BNT BROOKFIELD WEALTH SOL LTD More: the full row for BROOKFIELD WEALTH SOL LTD 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: 3,150 shares; 2025Q4: 4,725 shares 4,725 $217K 0.01% +1,575 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,836 shares; 2024Q4: 6,119 shares; 2025Q1: 5,749 shares; 2025Q2: 5,487 shares; 2025Q3: 5,485 shares; 2025Q4: 5,499 shares 5,499 $217K 0.01% +14 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,163 shares; 2024Q4: 8,325 shares; 2025Q1: not reported; 2025Q2: 8,325 shares; 2025Q3: 7,325 shares; 2025Q4: 7,485 shares 7,485 $213K 0.01% +160 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: 2,344 shares; 2024Q4: 2,328 shares; 2025Q1: 2,328 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,184 shares 2,184 $204K 0.01% new Timeline BDJ BLACKROCK ENHANCED EQUITY DI More: the full row for BLACKROCK ENHANCED EQUITY DI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,479 shares; 2024Q4: 18,811 shares; 2025Q1: 18,811 shares; 2025Q2: 18,811 shares; 2025Q3: 18,811 shares; 2025Q4: 18,811 shares 18,811 $178K 0.01% 0 Timeline CRF CORNERSTONE TOTAL RETURN FD More: the full row for CORNERSTONE TOTAL RETURN FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,785 shares; 2025Q4: 21,975 shares 21,975 $176K 0.01% +190 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: 20,165 shares; 2024Q4: 19,733 shares; 2025Q1: 19,733 shares; 2025Q2: 12,383 shares; 2025Q3: 12,383 shares; 2025Q4: 12,599 shares 12,599 $165K <0.01% +216 Timeline CLM CORNERSTONE STRATEGIC INVEST More: the full row for CORNERSTONE STRATEGIC INVEST 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: 17,630 shares; 2025Q4: 19,471 shares 19,471 $163K <0.01% +1,841 Timeline TRIB TRINITY BIOTECH INVT LTD More: the full row for TRINITY BIOTECH INVT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,000 shares; 2024Q4: 18,000 shares; 2025Q1: 18,000 shares; 2025Q2: 18,000 shares; 2025Q3: 18,000 shares; 2025Q4: 18,000 shares 18,000 $14.2K <0.01% 0 Timeline Reviva Pharmaceuticals Hold… Reviva Pharmaceuticals Holdings I… More: the full row for Reviva Pharmaceuticals Holdings 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: 32,580 shares 32,580 $9.09K <0.01% new