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: 21,243,551 shares; 2024Q4: 20,733,226 shares; 2025Q1: 20,490,826 shares; 2025Q2: 20,079,443 shares; 2025Q3: 19,733,573 shares; 2025Q4: 19,000,469 shares 19,000,469 $1.81B 47.6% -733,104 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: 251,523 shares; 2024Q4: 239,895 shares; 2025Q1: 240,143 shares; 2025Q2: 251,489 shares; 2025Q3: 207,305 shares; 2025Q4: 198,220 shares 198,220 $213M 5.6% -9,085 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: 766,893 shares; 2024Q4: 715,672 shares; 2025Q1: 715,772 shares; 2025Q2: 779,915 shares; 2025Q3: 785,989 shares; 2025Q4: 748,693 shares 748,693 $173M 4.54% -37,296 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 291,444 shares; 2024Q4: 280,471 shares; 2025Q1: 281,035 shares; 2025Q2: 315,079 shares; 2025Q3: 322,656 shares; 2025Q4: 290,716 shares 290,716 $141M 3.69% -31,940 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: 450,333 shares; 2024Q4: 421,616 shares; 2025Q1: 422,092 shares; 2025Q2: 473,408 shares; 2025Q3: 481,810 shares; 2025Q4: 424,972 shares 424,972 $133M 3.5% -56,838 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: 214,651 shares; 2024Q4: 194,404 shares; 2025Q1: 194,720 shares; 2025Q2: 215,354 shares; 2025Q3: 226,762 shares; 2025Q4: 200,490 shares 200,490 $115M 3.02% -26,272 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 786,639 shares; 2024Q4: 722,114 shares; 2025Q1: 731,330 shares; 2025Q2: 834,344 shares; 2025Q3: 890,951 shares; 2025Q4: 756,187 shares 756,187 $109M 2.85% -134,764 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 382,795 shares; 2024Q4: 357,790 shares; 2025Q1: 357,837 shares; 2025Q2: 364,389 shares; 2025Q3: 301,347 shares; 2025Q4: 269,744 shares 269,744 $68.1M 1.79% -31,603 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,553,724 shares; 2024Q4: 1,527,099 shares; 2025Q1: 1,549,414 shares; 2025Q2: 1,765,007 shares; 2025Q3: 1,880,964 shares; 2025Q4: 1,625,178 shares 1,625,178 $52.1M 1.37% -255,786 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 766,041 shares; 2024Q4: 746,202 shares; 2025Q1: 753,588 shares; 2025Q2: 852,626 shares; 2025Q3: 903,304 shares; 2025Q4: 627,215 shares 627,215 $46.1M 1.21% -276,089 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: 497,515 shares; 2024Q4: 467,409 shares; 2025Q1: 471,398 shares; 2025Q2: 529,741 shares; 2025Q3: 560,129 shares; 2025Q4: 393,690 shares 393,690 $45.4M 1.19% -166,439 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: 146,557 shares; 2024Q4: 122,454 shares; 2025Q1: 123,074 shares; 2025Q2: 134,159 shares; 2025Q3: 141,387 shares; 2025Q4: 127,379 shares 127,379 $41M 1.08% -14,008 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: 262,012 shares; 2024Q4: 217,907 shares; 2025Q1: 219,340 shares; 2025Q2: 245,883 shares; 2025Q3: 259,424 shares; 2025Q4: 217,117 shares 217,117 $38.5M 1.01% -42,307 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: 111,255 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 62,001 shares; 2025Q3: 62,001 shares; 2025Q4: 62,000 shares 62,000 $35.9M 0.94% -1 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 300,074 shares; 2024Q4: 279,840 shares; 2025Q1: 280,088 shares; 2025Q2: 280,382 shares; 2025Q3: 280,634 shares; 2025Q4: 280,919 shares 280,919 $35.8M 0.94% +285 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: 313,181 shares; 2024Q4: 274,859 shares; 2025Q1: 275,370 shares; 2025Q2: 292,403 shares; 2025Q3: 307,384 shares; 2025Q4: 284,657 shares 284,657 $31.7M 0.83% -22,727 Timeline MSGS MADISON SQUARE GRDN SPRT COR More: the full row for MADISON SQUARE GRDN SPRT COR 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: 121,000 shares; 2025Q3: 121,000 shares; 2025Q4: 121,000 shares 121,000 $31.3M 0.82% 0 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: 425,517 shares; 2024Q4: 382,213 shares; 2025Q1: 385,155 shares; 2025Q2: 426,494 shares; 2025Q3: 450,621 shares; 2025Q4: 322,040 shares 322,040 $28.1M 0.74% -128,581 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: 58,095 shares; 2024Q4: 50,598 shares; 2025Q1: 53,698 shares; 2025Q2: 153,202 shares; 2025Q3: 158,928 shares; 2025Q4: 146,380 shares 146,380 $27.3M 0.72% -12,548 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: 385,434 shares; 2024Q4: 348,940 shares; 2025Q1: 351,462 shares; 2025Q2: 386,847 shares; 2025Q3: 409,924 shares; 2025Q4: 326,408 shares 326,408 $26.2M 0.69% -83,516 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: 241,472 shares; 2024Q4: 210,364 shares; 2025Q1: 211,265 shares; 2025Q2: 232,050 shares; 2025Q3: 244,093 shares; 2025Q4: 180,762 shares 180,762 $24M 0.63% -63,331 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,265 shares; 2024Q4: 57,668 shares; 2025Q1: 57,841 shares; 2025Q2: 60,448 shares; 2025Q3: 63,571 shares; 2025Q4: 50,308 shares 50,308 $23.4M 0.62% -13,263 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 231,055 shares; 2024Q4: 206,290 shares; 2025Q1: 207,968 shares; 2025Q2: 228,300 shares; 2025Q3: 241,183 shares; 2025Q4: 187,007 shares 187,007 $21.9M 0.58% -54,176 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 997,891 shares; 2024Q4: 981,438 shares; 2025Q1: 999,150 shares; 2025Q2: 1,131,158 shares; 2025Q3: 1,211,631 shares; 2025Q4: 1,129,254 shares 1,129,254 $20.3M 0.53% -82,377 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: 127,984 shares; 2024Q4: 126,509 shares; 2025Q1: 127,820 shares; 2025Q2: 138,828 shares; 2025Q3: 147,119 shares; 2025Q4: 130,820 shares 130,820 $19.9M 0.52% -16,299 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: 771,250 shares; 2024Q4: 771,795 shares; 2025Q1: 779,690 shares; 2025Q2: 848,455 shares; 2025Q3: 899,538 shares; 2025Q4: 707,032 shares 707,032 $19.4M 0.51% -192,506 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 338,158 shares; 2024Q4: 340,198 shares; 2025Q1: 345,547 shares; 2025Q2: 380,978 shares; 2025Q3: 407,314 shares; 2025Q4: 353,420 shares 353,420 $18.9M 0.5% -53,894 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: 15,541 shares; 2024Q4: 15,558 shares; 2025Q1: 15,575 shares; 2025Q2: 65,922 shares; 2025Q3: 67,221 shares; 2025Q4: 61,157 shares 61,157 $16.6M 0.44% -6,064 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: 292,677 shares; 2024Q4: 254,067 shares; 2025Q1: 253,661 shares; 2025Q2: 276,081 shares; 2025Q3: 289,249 shares; 2025Q4: 227,716 shares 227,716 $15.9M 0.42% -61,533 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: 305 shares; 2024Q4: 305 shares; 2025Q1: 305 shares; 2025Q2: 39,434 shares; 2025Q3: 40,647 shares; 2025Q4: 34,598 shares 34,598 $15.6M 0.41% -6,049 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: 104,193 shares; 2024Q4: 103,472 shares; 2025Q1: 104,336 shares; 2025Q2: 111,818 shares; 2025Q3: 116,924 shares; 2025Q4: 109,684 shares 109,684 $14.2M 0.37% -7,240 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: 184,479 shares; 2024Q4: 155,970 shares; 2025Q1: 155,882 shares; 2025Q2: 165,709 shares; 2025Q3: 173,367 shares; 2025Q4: 132,074 shares 132,074 $13.9M 0.37% -41,293 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 753,718 shares; 2024Q4: 729,590 shares; 2025Q1: 742,618 shares; 2025Q2: 856,060 shares; 2025Q3: 915,169 shares; 2025Q4: 810,912 shares 810,912 $13.4M 0.35% -104,257 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: 129,387 shares; 2024Q4: 126,123 shares; 2025Q1: 127,170 shares; 2025Q2: 141,911 shares; 2025Q3: 148,297 shares; 2025Q4: 141,435 shares 141,435 $13.2M 0.35% -6,862 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: 197 shares; 2024Q4: 3,522 shares; 2025Q1: 3,523 shares; 2025Q2: 22,228 shares; 2025Q3: 23,030 shares; 2025Q4: 19,896 shares 19,896 $13.1M 0.35% -3,134 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 304,158 shares; 2024Q4: 295,712 shares; 2025Q1: 299,750 shares; 2025Q2: 337,724 shares; 2025Q3: 356,614 shares; 2025Q4: 357,211 shares 357,211 $12.4M 0.33% +597 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: 7,162 shares; 2024Q4: 7,170 shares; 2025Q1: 7,178 shares; 2025Q2: 29,087 shares; 2025Q3: 30,487 shares; 2025Q4: 34,231 shares 34,231 $10.7M 0.28% +3,744 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: 76,470 shares; 2024Q4: 63,634 shares; 2025Q1: 64,080 shares; 2025Q2: 69,181 shares; 2025Q3: 72,846 shares; 2025Q4: 49,933 shares 49,933 $10.3M 0.27% -22,913 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: 12,879 shares; 2024Q4: 10,734 shares; 2025Q1: 10,791 shares; 2025Q2: 11,596 shares; 2025Q3: 11,654 shares; 2025Q4: 11,705 shares 11,705 $10.3M 0.27% +51 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: 58,076 shares; 2024Q4: 56,362 shares; 2025Q1: 56,830 shares; 2025Q2: 62,204 shares; 2025Q3: 65,222 shares; 2025Q4: 62,396 shares 62,396 $10.2M 0.27% -2,826 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: 73,265 shares; 2024Q4: 74,138 shares; 2025Q1: 74,863 shares; 2025Q2: 78,881 shares; 2025Q3: 83,320 shares; 2025Q4: 60,841 shares 60,841 $9.76M 0.26% -22,479 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: 203,965 shares; 2024Q4: 203,432 shares; 2025Q1: 205,379 shares; 2025Q2: 216,536 shares; 2025Q3: 228,352 shares; 2025Q4: 214,385 shares 214,385 $9.6M 0.25% -13,967 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 237,403 shares; 2024Q4: 246,616 shares; 2025Q1: 249,369 shares; 2025Q2: 270,964 shares; 2025Q3: 286,920 shares; 2025Q4: 199,448 shares 199,448 $9.54M 0.25% -87,472 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: 218,934 shares; 2024Q4: 176,255 shares; 2025Q1: 177,143 shares; 2025Q2: 194,692 shares; 2025Q3: 204,442 shares; 2025Q4: 173,280 shares 173,280 $9.53M 0.25% -31,162 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: 18,002 shares; 2024Q4: 32,723 shares; 2025Q1: 32,745 shares; 2025Q2: 35,004 shares; 2025Q3: 36,744 shares; 2025Q4: 26,098 shares 26,098 $9.15M 0.24% -10,646 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: 100,622 shares; 2024Q4: 85,437 shares; 2025Q1: 85,784 shares; 2025Q2: 90,802 shares; 2025Q3: 94,289 shares; 2025Q4: 68,567 shares 68,567 $8.59M 0.23% -25,722 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: 58,058 shares; 2024Q4: 54,992 shares; 2025Q1: 55,479 shares; 2025Q2: 63,699 shares; 2025Q3: 60,042 shares; 2025Q4: 59,957 shares 59,957 $7.65M 0.2% -85 Timeline FTS FORTIS INC More: the full row for FORTIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 156,560 shares; 2024Q4: 153,504 shares; 2025Q1: 154,292 shares; 2025Q2: 169,029 shares; 2025Q3: 171,761 shares; 2025Q4: 149,996 shares 149,996 $7.53M 0.2% -21,765 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: 25,266 shares; 2024Q4: 33,913 shares; 2025Q1: 34,022 shares; 2025Q2: 35,166 shares; 2025Q3: 36,741 shares; 2025Q4: 30,695 shares 30,695 $7.4M 0.19% -6,046 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,030 shares; 2024Q4: 72,248 shares; 2025Q1: 72,468 shares; 2025Q2: 72,685 shares; 2025Q3: 72,906 shares; 2025Q4: 73,109 shares 73,109 $7.1M 0.19% +203 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: 120,613 shares; 2024Q4: 119,678 shares; 2025Q1: 120,697 shares; 2025Q2: 128,508 shares; 2025Q3: 133,805 shares; 2025Q4: 126,294 shares 126,294 $6.81M 0.18% -7,511 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: 17,446 shares; 2024Q4: 17,496 shares; 2025Q1: 17,496 shares; 2025Q2: 18,531 shares; 2025Q3: 18,549 shares; 2025Q4: 10,393 shares 10,393 $6.38M 0.17% -8,156 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 148,650 shares; 2024Q4: 149,654 shares; 2025Q1: 150,739 shares; 2025Q2: 157,697 shares; 2025Q3: 166,873 shares; 2025Q4: 151,579 shares 151,579 $6.33M 0.17% -15,294 Timeline TECX TECTONIC THERAPEUTIC INC More: the full row for TECTONIC THERAPEUTIC 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: 302,953 shares; 2025Q2: 302,953 shares; 2025Q3: 302,953 shares; 2025Q4: 302,953 shares 302,953 $6.32M 0.17% 0 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: 12,292 shares; 2024Q4: 12,305 shares; 2025Q1: 12,318 shares; 2025Q2: 12,330 shares; 2025Q3: 12,341 shares; 2025Q4: 12,352 shares 12,352 $5.85M 0.15% +11 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: 241,231 shares; 2024Q4: 229,161 shares; 2025Q1: 231,372 shares; 2025Q2: 248,342 shares; 2025Q3: 262,355 shares; 2025Q4: 216,684 shares 216,684 $5.38M 0.14% -45,671 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: 21,120 shares; 2024Q4: 21,207 shares; 2025Q1: 21,293 shares; 2025Q2: 21,835 shares; 2025Q3: 23,018 shares; 2025Q4: 23,152 shares 23,152 $5.36M 0.14% +134 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 152,776 shares; 2024Q4: 151,455 shares; 2025Q1: 152,563 shares; 2025Q2: 164,172 shares; 2025Q3: 172,654 shares; 2025Q4: 133,553 shares 133,553 $4.68M 0.12% -39,101 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,106 shares; 2024Q4: 71,151 shares; 2025Q1: 71,151 shares; 2025Q2: 74,561 shares; 2025Q3: 74,561 shares; 2025Q4: 55,561 shares 55,561 $4.54M 0.12% -19,000 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,479 shares; 2024Q4: 65,867 shares; 2025Q1: 66,323 shares; 2025Q2: 68,824 shares; 2025Q3: 72,699 shares; 2025Q4: 72,500 shares 72,500 $4.47M 0.12% -199 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: 31,575 shares; 2024Q4: 31,575 shares; 2025Q1: 31,941 shares; 2025Q2: 32,870 shares; 2025Q3: 33,082 shares; 2025Q4: 30,796 shares 30,796 $4.42M 0.12% -2,286 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: 23,060 shares; 2024Q4: 23,131 shares; 2025Q1: 23,194 shares; 2025Q2: 23,920 shares; 2025Q3: 23,979 shares; 2025Q4: 24,032 shares 24,032 $4.41M 0.12% +53 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: 13,098 shares; 2024Q4: 13,175 shares; 2025Q1: 13,218 shares; 2025Q2: 14,115 shares; 2025Q3: 14,155 shares; 2025Q4: 6,773 shares 6,773 $4.25M 0.11% -7,382 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: 19,538 shares; 2024Q4: 19,634 shares; 2025Q1: 19,727 shares; 2025Q2: 19,892 shares; 2025Q3: 19,992 shares; 2025Q4: 20,191 shares 20,191 $4.2M 0.11% +199 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: 29,444 shares; 2024Q4: 29,583 shares; 2025Q1: 29,729 shares; 2025Q2: 30,522 shares; 2025Q3: 30,669 shares; 2025Q4: 30,813 shares 30,813 $3.71M 0.1% +144 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,410 shares; 2024Q4: 28,956 shares; 2025Q1: 29,186 shares; 2025Q2: 30,961 shares; 2025Q3: 32,796 shares; 2025Q4: 29,120 shares 29,120 $3.58M 0.09% -3,676 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: 21,163 shares; 2024Q4: 17,911 shares; 2025Q1: 17,949 shares; 2025Q2: 18,020 shares; 2025Q3: 18,056 shares; 2025Q4: 18,089 shares 18,089 $3.53M 0.09% +33 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: 20,958 shares; 2024Q4: 20,034 shares; 2025Q1: 20,129 shares; 2025Q2: 21,139 shares; 2025Q3: 22,191 shares; 2025Q4: 17,871 shares 17,871 $3.49M 0.09% -4,320 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,823 shares; 2024Q4: 3,828 shares; 2025Q1: 3,832 shares; 2025Q2: 3,949 shares; 2025Q3: 3,954 shares; 2025Q4: 3,960 shares 3,960 $3.42M 0.09% +6 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,846 shares; 2024Q4: 50,109 shares; 2025Q1: 50,494 shares; 2025Q2: 53,398 shares; 2025Q3: 56,392 shares; 2025Q4: 56,217 shares 56,217 $3.38M 0.09% -175 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,708 shares; 2024Q4: 11,533 shares; 2025Q1: 11,552 shares; 2025Q2: 12,116 shares; 2025Q3: 12,138 shares; 2025Q4: 11,799 shares 11,799 $3.05M 0.08% -339 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,477 shares; 2024Q4: 40,001 shares; 2025Q1: 40,197 shares; 2025Q2: 42,072 shares; 2025Q3: 44,284 shares; 2025Q4: 37,753 shares 37,753 $2.98M 0.08% -6,531 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: 47,338 shares; 2024Q4: 47,761 shares; 2025Q1: 44,002 shares; 2025Q2: 46,440 shares; 2025Q3: 49,161 shares; 2025Q4: 49,579 shares 49,579 $2.86M 0.08% +418 Timeline MLPX 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: 43,947 shares; 2024Q4: 44,417 shares; 2025Q1: 44,943 shares; 2025Q2: 45,475 shares; 2025Q3: 46,022 shares; 2025Q4: 46,579 shares 46,579 $2.82M 0.07% +557 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,247 shares; 2024Q4: 43,405 shares; 2025Q1: 43,583 shares; 2025Q2: 43,794 shares; 2025Q3: 43,973 shares; 2025Q4: 44,189 shares 44,189 $2.8M 0.07% +216 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: 10,112 shares; 2024Q4: 10,154 shares; 2025Q1: 10,193 shares; 2025Q2: 10,241 shares; 2025Q3: 10,301 shares; 2025Q4: 10,160 shares 10,160 $2.73M 0.07% -141 Timeline TPYP TORTOISE CAPITAL SERIES TRUS More: the full row for TORTOISE CAPITAL SERIES TRUS 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: 68,861 shares; 2025Q4: 68,861 shares 68,861 $2.43M 0.06% 0 Timeline ACRS ACLARIS THERAPEUTICS INC More: the full row for ACLARIS THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,424,176 shares; 2025Q2: 1,352,276 shares; 2025Q3: 1,225,476 shares; 2025Q4: 804,445 shares 804,445 $2.42M 0.06% -421,031 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: 22,994 shares; 2024Q4: 22,745 shares; 2025Q1: 23,009 shares; 2025Q2: 24,319 shares; 2025Q3: 25,124 shares; 2025Q4: 31,244 shares 31,244 $2.3M 0.06% +6,120 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,506 shares; 2024Q4: 21,220 shares; 2025Q1: 21,456 shares; 2025Q2: 22,685 shares; 2025Q3: 23,388 shares; 2025Q4: 22,290 shares 22,290 $2.21M 0.06% -1,098 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,417 shares; 2024Q4: 59,417 shares; 2025Q1: 59,417 shares; 2025Q2: 59,417 shares; 2025Q3: 59,417 shares; 2025Q4: 59,417 shares 59,417 $2.05M 0.05% 0 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,047 shares; 2024Q4: 44,259 shares; 2025Q1: 47,042 shares; 2025Q2: 47,669 shares; 2025Q3: 46,698 shares; 2025Q4: 43,546 shares 43,546 $2.05M 0.05% -3,152 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: 72,732 shares; 2024Q4: 61,114 shares; 2025Q1: 62,107 shares; 2025Q2: 65,782 shares; 2025Q3: 69,825 shares; 2025Q4: 49,801 shares 49,801 $2.03M 0.05% -20,024 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: 3,921 shares; 2024Q4: 3,921 shares; 2025Q1: 3,921 shares; 2025Q2: 4,121 shares; 2025Q3: 4,121 shares; 2025Q4: 4,150 shares 4,150 $2.01M 0.05% +29 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: 5,309 shares; 2024Q4: 5,318 shares; 2025Q1: 5,329 shares; 2025Q2: 5,556 shares; 2025Q3: 5,566 shares; 2025Q4: 5,601 shares 5,601 $1.93M 0.05% +35 Timeline BKH BLACK HILLS CORP More: the full row for BLACK HILLS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,039 shares; 2024Q4: 25,112 shares; 2025Q1: 25,439 shares; 2025Q2: 26,947 shares; 2025Q3: 27,645 shares; 2025Q4: 27,241 shares 27,241 $1.89M 0.05% -404 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: 21,494 shares; 2024Q4: 21,567 shares; 2025Q1: 21,649 shares; 2025Q2: 22,441 shares; 2025Q3: 23,226 shares; 2025Q4: 22,498 shares 22,498 $1.81M 0.05% -728 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,665 shares; 2024Q4: 21,235 shares; 2025Q1: 21,474 shares; 2025Q2: 22,057 shares; 2025Q3: 23,545 shares; 2025Q4: 22,955 shares 22,955 $1.78M 0.05% -590 Timeline MTCH MATCH GROUP INC NEW More: the full row for MATCH GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,893 shares; 2024Q4: 53,893 shares; 2025Q1: 54,202 shares; 2025Q2: 54,558 shares; 2025Q3: 54,875 shares; 2025Q4: 52,606 shares 52,606 $1.7M 0.04% -2,269 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: 21,399 shares; 2024Q4: 15,929 shares; 2025Q1: 16,012 shares; 2025Q2: 17,503 shares; 2025Q3: 18,433 shares; 2025Q4: 11,394 shares 11,394 $1.63M 0.04% -7,039 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,296 shares; 2024Q4: 20,161 shares; 2025Q1: 20,161 shares; 2025Q2: 22,282 shares; 2025Q3: 20,201 shares; 2025Q4: 19,585 shares 19,585 $1.57M 0.04% -616 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,355 shares; 2024Q4: 20,104 shares; 2025Q1: 20,289 shares; 2025Q2: 21,476 shares; 2025Q3: 22,675 shares; 2025Q4: 22,249 shares 22,249 $1.5M 0.04% -426 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: 30,376 shares; 2024Q4: 30,577 shares; 2025Q1: 30,832 shares; 2025Q2: 31,238 shares; 2025Q3: 31,458 shares; 2025Q4: 25,925 shares 25,925 $1.4M 0.04% -5,533 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: 28,810 shares; 2024Q4: 21,482 shares; 2025Q1: 21,734 shares; 2025Q2: 22,191 shares; 2025Q3: 22,421 shares; 2025Q4: 17,496 shares 17,496 $1.39M 0.04% -4,925 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,864 shares; 2024Q4: 13,049 shares; 2025Q1: 13,143 shares; 2025Q2: 15,234 shares; 2025Q3: 16,129 shares; 2025Q4: 13,185 shares 13,185 $1.33M 0.03% -2,944 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: 7,910 shares; 2024Q4: 7,925 shares; 2025Q1: 7,939 shares; 2025Q2: 8,195 shares; 2025Q3: 8,209 shares; 2025Q4: 8,221 shares 8,221 $1.32M 0.03% +12 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: 3,625 shares; 2024Q4: 3,655 shares; 2025Q1: 3,683 shares; 2025Q2: 3,898 shares; 2025Q3: 3,931 shares; 2025Q4: 3,961 shares 3,961 $1.3M 0.03% +30 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,829 shares; 2024Q4: 17,907 shares; 2025Q1: 17,983 shares; 2025Q2: 19,570 shares; 2025Q3: 19,629 shares; 2025Q4: 10,461 shares 10,461 $1.25M 0.03% -9,168 Timeline PRME PRIME MEDICINE INC More: the full row for PRIME MEDICINE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 361,136 shares; 2024Q4: 361,136 shares; 2025Q1: 361,136 shares; 2025Q2: 361,136 shares; 2025Q3: 361,136 shares; 2025Q4: 361,136 shares 361,136 $1.25M 0.03% 0 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,290 shares; 2024Q4: 3,300 shares; 2025Q1: 3,309 shares; 2025Q2: 3,318 shares; 2025Q3: 3,326 shares; 2025Q4: 3,336 shares 3,336 $1.25M 0.03% +10 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,141 shares; 2024Q4: 11,224 shares; 2025Q1: 11,308 shares; 2025Q2: 11,654 shares; 2025Q3: 11,747 shares; 2025Q4: 11,322 shares 11,322 $1.19M 0.03% -425 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: 19,399 shares; 2024Q4: 19,424 shares; 2025Q1: 19,457 shares; 2025Q2: 19,987 shares; 2025Q3: 21,012 shares; 2025Q4: 22,450 shares 22,450 $1.19M 0.03% +1,438 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,587 shares; 2024Q4: 3,595 shares; 2025Q1: 3,604 shares; 2025Q2: 3,795 shares; 2025Q3: 3,804 shares; 2025Q4: 3,812 shares 3,812 $1.18M 0.03% +8 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: 14,797 shares; 2024Q4: 14,874 shares; 2025Q1: 14,949 shares; 2025Q2: 16,396 shares; 2025Q3: 16,496 shares; 2025Q4: 10,100 shares 10,100 $1.13M 0.03% -6,396 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: 3,595 shares; 2024Q4: 3,617 shares; 2025Q1: 3,630 shares; 2025Q2: 3,334 shares; 2025Q3: 3,344 shares; 2025Q4: 3,363 shares 3,363 $1.13M 0.03% +19 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: 37,822 shares; 2024Q4: 37,852 shares; 2025Q1: 38,159 shares; 2025Q2: 38,776 shares; 2025Q3: 39,134 shares; 2025Q4: 37,202 shares 37,202 $1.11M 0.03% -1,932 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: 11,238 shares; 2024Q4: 11,263 shares; 2025Q1: 11,287 shares; 2025Q2: 11,643 shares; 2025Q3: 12,254 shares; 2025Q4: 12,287 shares 12,287 $1.07M 0.03% +33 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: 3,461 shares; 2024Q4: 3,461 shares; 2025Q1: 3,461 shares; 2025Q2: 3,661 shares; 2025Q3: 3,661 shares; 2025Q4: 3,661 shares 3,661 $1.06M 0.03% 0 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,655 shares 15,655 $1.02M 0.03% new 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: 3,332 shares; 2024Q4: 3,349 shares; 2025Q1: 3,366 shares; 2025Q2: 3,385 shares; 2025Q3: 3,406 shares; 2025Q4: 3,427 shares 3,427 $990K 0.03% +21 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,794 shares; 2024Q4: 47,814 shares; 2025Q1: 47,170 shares; 2025Q2: 48,225 shares; 2025Q3: 48,754 shares; 2025Q4: 9,134 shares 9,134 $922K 0.02% -39,620 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,897 shares; 2024Q4: 3,704 shares; 2025Q1: 3,708 shares; 2025Q2: 3,900 shares; 2025Q3: 3,906 shares; 2025Q4: 3,912 shares 3,912 $896K 0.02% +6 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: 6,400 shares; 2024Q4: 5,893 shares; 2025Q1: 5,895 shares; 2025Q2: 6,406 shares; 2025Q3: 6,408 shares; 2025Q4: 6,410 shares 6,410 $828K 0.02% +2 Timeline RYN RAYONIER INC More: the full row for RAYONIER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,255 shares; 2024Q4: 92,784 shares; 2025Q1: 95,632 shares; 2025Q2: 36,516 shares; 2025Q3: 36,219 shares; 2025Q4: 37,042 shares 37,042 $802K 0.02% +823 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,005 shares; 2024Q4: 15,075 shares; 2025Q1: 15,128 shares; 2025Q2: 15,819 shares; 2025Q3: 15,874 shares; 2025Q4: 15,936 shares 15,936 $797K 0.02% +62 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: 2,830 shares; 2024Q4: 2,836 shares; 2025Q1: 2,844 shares; 2025Q2: 2,995 shares; 2025Q3: 3,002 shares; 2025Q4: 3,009 shares 3,009 $790K 0.02% +7 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,136 shares; 2024Q4: 2,140 shares; 2025Q1: 2,144 shares; 2025Q2: 2,231 shares; 2025Q3: 2,235 shares; 2025Q4: 2,238 shares 2,238 $756K 0.02% +3 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: 35,394 shares; 2024Q4: 15,819 shares; 2025Q1: 14,720 shares; 2025Q2: 14,042 shares; 2025Q3: 13,927 shares; 2025Q4: 13,447 shares 13,447 $718K 0.02% -480 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 638 shares; 2024Q4: 639 shares; 2025Q1: 640 shares; 2025Q2: 674 shares; 2025Q3: 675 shares; 2025Q4: 677 shares 677 $683K 0.02% +2 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: 2,072 shares; 2024Q4: 2,084 shares; 2025Q1: 2,096 shares; 2025Q2: 2,199 shares; 2025Q3: 2,211 shares; 2025Q4: 2,224 shares 2,224 $680K 0.02% +13 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: 9,938 shares; 2024Q4: 9,991 shares; 2025Q1: 10,040 shares; 2025Q2: 10,592 shares; 2025Q3: 10,647 shares; 2025Q4: 10,702 shares 10,702 $669K 0.02% +55 Timeline WES WESTERN MIDSTREAM PARTNERS L More: the full row for WESTERN MIDSTREAM PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,489 shares; 2024Q4: 13,808 shares; 2025Q1: 14,109 shares; 2025Q2: 15,158 shares; 2025Q3: 15,517 shares; 2025Q4: 15,881 shares 15,881 $627K 0.02% +364 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: 1,645 shares; 2024Q4: 1,648 shares; 2025Q1: 1,652 shares; 2025Q2: 1,689 shares; 2025Q3: 1,693 shares; 2025Q4: 1,697 shares 1,697 $596K 0.02% +4 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: 2,317 shares; 2024Q4: 2,330 shares; 2025Q1: 2,343 shares; 2025Q2: 2,359 shares; 2025Q3: 2,374 shares; 2025Q4: 2,390 shares 2,390 $590K 0.02% +16 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: 4,729 shares; 2024Q4: 4,748 shares; 2025Q1: 4,771 shares; 2025Q2: 4,951 shares; 2025Q3: 4,976 shares; 2025Q4: 5,000 shares 5,000 $551K 0.01% +24 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: 800 shares; 2024Q4: 800 shares; 2025Q1: 800 shares; 2025Q2: 800 shares; 2025Q3: 800 shares; 2025Q4: 800 shares 800 $546K 0.01% 0 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,492 shares; 2024Q4: 9,524 shares; 2025Q1: 9,556 shares; 2025Q2: 10,062 shares; 2025Q3: 10,093 shares; 2025Q4: 10,120 shares 10,120 $542K 0.01% +27 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,462 shares; 2024Q4: 24,718 shares; 2025Q1: 20,608 shares; 2025Q2: 10,897 shares; 2025Q3: 9,814 shares; 2025Q4: 8,324 shares 8,324 $503K 0.01% -1,490 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: 2,262 shares; 2024Q4: 2,074 shares; 2025Q1: 2,075 shares; 2025Q2: 2,177 shares; 2025Q3: 2,178 shares; 2025Q4: 2,179 shares 2,179 $498K 0.01% +1 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,768 shares; 2024Q4: 2,775 shares; 2025Q1: 2,783 shares; 2025Q2: 2,891 shares; 2025Q3: 3,032 shares; 2025Q4: 3,040 shares 3,040 $497K 0.01% +8 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: 85 shares; 2024Q4: 86 shares; 2025Q1: 86 shares; 2025Q2: 86 shares; 2025Q3: 86 shares; 2025Q4: 1,589 shares 1,589 $489K 0.01% +1,503 Timeline GENI GENIUS SPORTS LIMITED More: the full row for GENIUS SPORTS LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,140 shares; 2024Q4: 44,140 shares; 2025Q1: 44,140 shares; 2025Q2: 44,140 shares; 2025Q3: 44,140 shares; 2025Q4: 44,140 shares 44,140 $486K 0.01% 0 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: 5,660 shares; 2024Q4: 5,700 shares; 2025Q1: 5,737 shares; 2025Q2: 6,054 shares; 2025Q3: 6,090 shares; 2025Q4: 6,125 shares 6,125 $472K 0.01% +35 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,231 shares; 2024Q4: 10,325 shares; 2025Q1: 10,410 shares; 2025Q2: 10,496 shares; 2025Q3: 10,583 shares; 2025Q4: 10,671 shares 10,671 $465K 0.01% +88 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,739 shares; 2024Q4: 2,742 shares; 2025Q1: 2,745 shares; 2025Q2: 2,847 shares; 2025Q3: 2,849 shares; 2025Q4: 2,851 shares 2,851 $464K 0.01% +2 Timeline EWY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,776 shares 4,776 $464K 0.01% new 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: 27,616 shares; 2024Q4: 27,743 shares; 2025Q1: 27,881 shares; 2025Q2: 24,373 shares; 2025Q3: 24,502 shares; 2025Q4: 18,839 shares 18,839 $446K 0.01% -5,663 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,047 shares; 2024Q4: 1,049 shares; 2025Q1: 1,051 shares; 2025Q2: 1,107 shares; 2025Q3: 1,110 shares; 2025Q4: 1,113 shares 1,113 $427K 0.01% +3 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,290 shares; 2024Q4: 1,290 shares; 2025Q1: 1,290 shares; 2025Q2: 1,340 shares; 2025Q3: 1,340 shares; 2025Q4: 1,340 shares 1,340 $418K 0.01% 0 Timeline RGA REINSURANCE GROUP AMER INC More: the full row for REINSURANCE GROUP AMER 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: 2,035 shares 2,035 $414K 0.01% new 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: 7,029 shares; 2024Q4: 4,060 shares; 2025Q1: 4,094 shares; 2025Q2: 4,127 shares; 2025Q3: 4,159 shares; 2025Q4: 4,189 shares 4,189 $402K 0.01% +30 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,496 shares; 2024Q4: 4,208 shares; 2025Q1: 4,266 shares; 2025Q2: 4,409 shares; 2025Q3: 4,494 shares; 2025Q4: 3,993 shares 3,993 $396K 0.01% -501 Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS 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: 2,737 shares 2,737 $393K 0.01% new 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: 1,458 shares 1,458 $375K 0.01% new Timeline GUSE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF 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: 8,577 shares 8,577 $347K 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,593 shares 1,593 $341K 0.01% new Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,936 shares; 2024Q4: 4,947 shares; 2025Q1: 4,959 shares; 2025Q2: 5,040 shares; 2025Q3: 5,050 shares; 2025Q4: 5,061 shares 5,061 $339K 0.01% +11 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: 660 shares; 2024Q4: 660 shares; 2025Q1: 660 shares; 2025Q2: 660 shares; 2025Q3: 660 shares; 2025Q4: 660 shares 660 $332K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 864 shares 864 $320K 0.01% new 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: 7,097 shares; 2024Q4: 6,093 shares; 2025Q1: 6,101 shares; 2025Q2: 6,110 shares; 2025Q3: 6,120 shares; 2025Q4: 4,329 shares 4,329 $319K 0.01% -1,791 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,000 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,039 shares 1,039 $316K 0.01% new Timeline VOR VOR BIOPHARMA INC More: the full row for VOR BIOPHARMA 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: 2,777 shares; 2025Q4: 23,987 shares 23,987 $314K 0.01% +21,210 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,954 shares; 2024Q4: 1,962 shares; 2025Q1: 1,968 shares; 2025Q2: 1,976 shares; 2025Q3: 1,984 shares; 2025Q4: 1,991 shares 1,991 $308K 0.01% +7 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE 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: 4,540 shares 4,540 $296K 0.01% new Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24 shares; 2024Q4: 24 shares; 2025Q1: 24 shares; 2025Q2: 24 shares; 2025Q3: 24 shares; 2025Q4: 1,310 shares 1,310 $284K 0.01% +1,286 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG 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: not reported; 2025Q4: 1,937 shares 1,937 $284K 0.01% new Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8 shares; 2024Q4: 8 shares; 2025Q1: 8 shares; 2025Q2: 8 shares; 2025Q3: 8 shares; 2025Q4: 1,749 shares 1,749 $283K 0.01% +1,741 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 80 shares 80 $271K 0.01% new Timeline INDB INDEPENDENT BK CORP MASS More: the full row for INDEPENDENT BK CORP MASS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,517 shares; 2024Q4: 3,529 shares; 2025Q1: 3,540 shares; 2025Q2: 3,613 shares; 2025Q3: 3,624 shares; 2025Q4: 3,635 shares 3,635 $266K 0.01% +11 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: 21 shares; 2024Q4: 21 shares; 2025Q1: 21 shares; 2025Q2: 21 shares; 2025Q3: 21 shares; 2025Q4: 405 shares 405 $265K 0.01% +384 Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 785 shares 785 $258K 0.01% new 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: 5,045 shares 5,045 $245K 0.01% new Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,150 shares 1,150 $244K 0.01% new 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: 800 shares; 2024Q4: 800 shares; 2025Q1: 800 shares; 2025Q2: 800 shares; 2025Q3: 800 shares; 2025Q4: 800 shares 800 $237K 0.01% 0 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,277 shares 23,277 $235K 0.01% new Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 776 shares; 2024Q4: 777 shares; 2025Q1: 778 shares; 2025Q2: 819 shares; 2025Q3: 820 shares; 2025Q4: 822 shares 822 $234K 0.01% +2 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,448 shares 1,448 $233K 0.01% new Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,348 shares; 2024Q4: 19,014 shares; 2025Q1: 14,312 shares; 2025Q2: 9,340 shares; 2025Q3: 7,446 shares; 2025Q4: 6,282 shares 6,282 $230K 0.01% -1,164 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: 6,828 shares; 2024Q4: 12,049 shares; 2025Q1: 12,074 shares; 2025Q2: 2,337 shares; 2025Q3: 2,352 shares; 2025Q4: 693 shares 693 $229K 0.01% -1,659 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: 5,896 shares; 2024Q4: 5,896 shares; 2025Q1: 5,896 shares; 2025Q2: 6,190 shares; 2025Q3: 6,190 shares; 2025Q4: 6,190 shares 6,190 $228K 0.01% 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: 2,343 shares; 2024Q4: 2,348 shares; 2025Q1: 2,352 shares; 2025Q2: 2,356 shares; 2025Q3: 2,361 shares; 2025Q4: 2,367 shares 2,367 $228K 0.01% +6 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,219 shares; 2024Q4: 1,220 shares; 2025Q1: 1,221 shares; 2025Q2: 1,223 shares; 2025Q3: 1,224 shares; 2025Q4: 1,225 shares 1,225 $226K 0.01% +1 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares 1,000 $226K 0.01% 0 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: 113 shares; 2024Q4: 114 shares; 2025Q1: 114 shares; 2025Q2: 115 shares; 2025Q3: 116 shares; 2025Q4: 1,131 shares 1,131 $220K 0.01% +1,015 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,937 shares; 2024Q4: 3,951 shares; 2025Q1: 3,962 shares; 2025Q2: 3,973 shares; 2025Q3: 3,983 shares; 2025Q4: 3,994 shares 3,994 $219K 0.01% +11 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,134 shares 3,134 $219K 0.01% new Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,387 shares; 2024Q4: 2,404 shares; 2025Q1: 2,424 shares; 2025Q2: 2,569 shares; 2025Q3: 2,593 shares; 2025Q4: 2,616 shares 2,616 $211K 0.01% +23 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 607 shares 607 $210K 0.01% new Timeline IBN ICICI BK LTD More: the full row for ICICI BK 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: not reported; 2025Q4: 6,978 shares 6,978 $208K 0.01% new Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 700 shares; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: 700 shares; 2025Q4: 700 shares 700 $207K 0.01% 0 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 911 shares 911 $205K 0.01% new Timeline KT KT CORP More: the full row for KT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,803 shares 10,803 $205K 0.01% new 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: 2,960 shares; 2024Q4: 2,982 shares; 2025Q1: 3,005 shares; 2025Q2: 3,178 shares; 2025Q3: 3,200 shares; 2025Q4: 3,222 shares 3,222 $205K 0.01% +22 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 964 shares 964 $196K 0.01% new Timeline BCE BCE INC More: the full row for BCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,249 shares; 2024Q4: 43,427 shares; 2025Q1: 28,258 shares; 2025Q2: 20,192 shares; 2025Q3: 18,557 shares; 2025Q4: 7,953 shares 7,953 $189K <0.01% -10,604 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 175 shares 175 $187K <0.01% new Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 929 shares; 2024Q4: 929 shares; 2025Q1: 929 shares; 2025Q2: 979 shares; 2025Q3: 979 shares; 2025Q4: 979 shares 979 $182K <0.01% 0 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,636 shares; 2024Q4: 6,680 shares; 2025Q1: 6,730 shares; 2025Q2: 7,042 shares; 2025Q3: 7,107 shares; 2025Q4: 3,700 shares 3,700 $172K <0.01% -3,407 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 284 shares 284 $161K <0.01% new Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,829 shares; 2024Q4: 1,714 shares; 2025Q1: 1,723 shares; 2025Q2: 1,861 shares; 2025Q3: 1,871 shares; 2025Q4: 3,764 shares 3,764 $161K <0.01% +1,893 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,577 shares; 2024Q4: 3,963 shares; 2025Q1: 3,963 shares; 2025Q2: 4,163 shares; 2025Q3: 4,163 shares; 2025Q4: 4,163 shares 4,163 $160K <0.01% 0 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 523 shares; 2024Q4: 526 shares; 2025Q1: 529 shares; 2025Q2: 560 shares; 2025Q3: 563 shares; 2025Q4: 567 shares 567 $140K <0.01% +4 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,709 shares; 2024Q4: 1,737 shares; 2025Q1: 1,742 shares; 2025Q2: 1,755 shares; 2025Q3: 1,763 shares; 2025Q4: 1,794 shares 1,794 $132K <0.01% +31 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: 1,584 shares; 2024Q4: 1,584 shares; 2025Q1: 1,584 shares; 2025Q2: 1,644 shares; 2025Q3: 1,644 shares; 2025Q4: 1,644 shares 1,644 $130K <0.01% 0 Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,418 shares 1,418 $128K <0.01% new Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 58 shares 58 $117K <0.01% new Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,083 shares; 2024Q4: 2,083 shares; 2025Q1: 2,083 shares; 2025Q2: 2,083 shares; 2025Q3: 2,083 shares; 2025Q4: 2,083 shares 2,083 $115K <0.01% 0 Timeline OGS ONE GAS INC More: the full row for ONE GAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,349 shares; 2024Q4: 1,361 shares; 2025Q1: 1,373 shares; 2025Q2: 1,454 shares; 2025Q3: 1,467 shares; 2025Q4: 1,479 shares 1,479 $114K <0.01% +12 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: 938 shares; 2024Q4: 879 shares; 2025Q1: 883 shares; 2025Q2: 954 shares; 2025Q3: 958 shares; 2025Q4: 963 shares 963 $112K <0.01% +5 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 712 shares; 2024Q4: 713 shares; 2025Q1: 714 shares; 2025Q2: 715 shares; 2025Q3: 716 shares; 2025Q4: 717 shares 717 $111K <0.01% +1 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 803 shares 803 $109K <0.01% new Timeline SLNO SOLENO THERAPEUTICS INC More: the full row for SOLENO THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,288 shares; 2024Q4: 2,288 shares; 2025Q1: 2,288 shares; 2025Q2: 2,288 shares; 2025Q3: 2,288 shares; 2025Q4: 2,288 shares 2,288 $106K <0.01% 0 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: 422 shares; 2024Q4: 422 shares; 2025Q1: 422 shares; 2025Q2: 423 shares; 2025Q3: 423 shares; 2025Q4: 424 shares 424 $104K <0.01% +1 Timeline EXAS EXACT SCIENCES CORP More: the full row for EXACT SCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares 1,000 $102K <0.01% 0 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,102 shares; 2024Q4: 1,107 shares; 2025Q1: 1,112 shares; 2025Q2: 1,117 shares; 2025Q3: 1,121 shares; 2025Q4: 2,253 shares 2,253 $102K <0.01% +1,132 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD 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: 1,846 shares; 2025Q4: 1,867 shares 1,867 $94K <0.01% +21 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: 1,127 shares; 2024Q4: 1,135 shares; 2025Q1: 1,143 shares; 2025Q2: 1,209 shares; 2025Q3: 1,217 shares; 2025Q4: 1,225 shares 1,225 $90K <0.01% +8 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,110 shares; 2024Q4: 1,114 shares; 2025Q1: 1,117 shares; 2025Q2: 1,121 shares; 2025Q3: 1,125 shares; 2025Q4: 1,130 shares 1,130 $88K <0.01% +5 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 749 shares; 2024Q4: 752 shares; 2025Q1: 754 shares; 2025Q2: 756 shares; 2025Q3: 758 shares; 2025Q4: 760 shares 760 $88K <0.01% +2 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,958 shares; 2024Q4: 1,959 shares; 2025Q1: 1,960 shares; 2025Q2: 2,062 shares; 2025Q3: 2,063 shares; 2025Q4: 2,065 shares 2,065 $85K <0.01% +2 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 540 shares 540 $83K <0.01% new Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares 600 $82K <0.01% 0 Timeline IIPR INNOVATIVE INDL PPTYS INC More: the full row for INNOVATIVE INDL PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,399 shares; 2024Q4: 1,419 shares; 2025Q1: 1,460 shares; 2025Q2: 1,589 shares; 2025Q3: 1,643 shares; 2025Q4: 1,702 shares 1,702 $81K <0.01% +59 Timeline POWI POWER INTEGRATIONS INC More: the full row for POWER INTEGRATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,089 shares; 2024Q4: 2,096 shares; 2025Q1: 2,105 shares; 2025Q2: 2,218 shares; 2025Q3: 2,230 shares; 2025Q4: 2,242 shares 2,242 $80K <0.01% +12 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: 1,182 shares; 2024Q4: 1,200 shares; 2025Q1: 1,206 shares; 2025Q2: 1,215 shares; 2025Q3: 1,221 shares; 2025Q4: 1,241 shares 1,241 $78K <0.01% +20 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,975 shares; 2024Q4: 4,031 shares; 2025Q1: 4,092 shares; 2025Q2: 4,373 shares; 2025Q3: 4,446 shares; 2025Q4: 4,525 shares 4,525 $73K <0.01% +79 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: 86 shares; 2024Q4: 87 shares; 2025Q1: 87 shares; 2025Q2: 87 shares; 2025Q3: 87 shares; 2025Q4: 87 shares 87 $71K <0.01% 0 Timeline GBCI GLACIER BANCORP INC NEW More: the full row for GLACIER BANCORP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,419 shares; 2024Q4: 3,463 shares; 2025Q1: 3,463 shares; 2025Q2: 3,667 shares; 2025Q3: 3,695 shares; 2025Q4: 1,573 shares 1,573 $69K <0.01% -2,122 Timeline BNS BANK NOVA SCOTIA B C More: the full row for BANK NOVA SCOTIA B C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 906 shares; 2024Q4: 908 shares; 2025Q1: 909 shares; 2025Q2: 912 shares; 2025Q3: 914 shares; 2025Q4: 916 shares 916 $68K <0.01% +2 Timeline AAP ADVANCE AUTO PARTS INC More: the full row for ADVANCE AUTO PARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,552 shares; 2024Q4: 1,562 shares; 2025Q1: 1,571 shares; 2025Q2: 1,662 shares; 2025Q3: 1,668 shares; 2025Q4: 1,676 shares 1,676 $66K <0.01% +8 Timeline KALU KAISER ALUMINIUM CORPORATION More: the full row for KAISER ALUMINIUM CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 524 shares; 2024Q4: 529 shares; 2025Q1: 534 shares; 2025Q2: 567 shares; 2025Q3: 573 shares; 2025Q4: 577 shares 577 $66K <0.01% +4 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: 292 shares; 2024Q4: 293 shares; 2025Q1: 294 shares; 2025Q2: 295 shares; 2025Q3: 297 shares; 2025Q4: 298 shares 298 $65K <0.01% +1 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,231 shares; 2024Q4: 1,232 shares; 2025Q1: 1,233 shares; 2025Q2: 1,295 shares; 2025Q3: 1,297 shares; 2025Q4: 640 shares 640 $64K <0.01% -657 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,772 shares; 2024Q4: 2,790 shares; 2025Q1: 2,813 shares; 2025Q2: 2,834 shares; 2025Q3: 2,853 shares; 2025Q4: 2,870 shares 2,870 $59K <0.01% +17 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 334 shares; 2024Q4: 334 shares; 2025Q1: 334 shares; 2025Q2: 334 shares; 2025Q3: 334 shares; 2025Q4: 334 shares 334 $56K <0.01% 0 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: 3,513 shares 3,513 $56K <0.01% new Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 683 shares; 2024Q4: 690 shares; 2025Q1: 697 shares; 2025Q2: 741 shares; 2025Q3: 748 shares; 2025Q4: 757 shares 757 $56K <0.01% +9 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: 136 shares; 2024Q4: 136 shares; 2025Q1: 137 shares; 2025Q2: 137 shares; 2025Q3: 137 shares; 2025Q4: 138 shares 138 $54K <0.01% +1 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: 568 shares; 2024Q4: 481 shares; 2025Q1: 482 shares; 2025Q2: 576 shares; 2025Q3: 579 shares; 2025Q4: 1,164 shares 1,164 $52K <0.01% +585 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: 1,510 shares; 2024Q4: 1,510 shares; 2025Q1: 1,531 shares; 2025Q2: 1,580 shares; 2025Q3: 1,590 shares; 2025Q4: 554 shares 554 $51K <0.01% -1,036 Timeline BC BRUNSWICK CORP More: the full row for BRUNSWICK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,536 shares; 2024Q4: 1,545 shares; 2025Q1: 1,557 shares; 2025Q2: 1,647 shares; 2025Q3: 1,658 shares; 2025Q4: 689 shares 689 $51K <0.01% -969 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: 80 shares; 2024Q4: 80 shares; 2025Q1: 80 shares; 2025Q2: 80 shares; 2025Q3: 80 shares; 2025Q4: 80 shares 80 $48K <0.01% 0 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,048 shares; 2024Q4: 4,067 shares; 2025Q1: 2,861 shares; 2025Q2: 1,639 shares; 2025Q3: 1,642 shares; 2025Q4: 1,645 shares 1,645 $46K <0.01% +3 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: 3,940 shares; 2024Q4: 443 shares; 2025Q1: 445 shares; 2025Q2: 447 shares; 2025Q3: 449 shares; 2025Q4: 450 shares 450 $45K <0.01% +1 Timeline KRE 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: 613 shares; 2024Q4: 618 shares; 2025Q1: 622 shares; 2025Q2: 626 shares; 2025Q3: 630 shares; 2025Q4: 634 shares 634 $41K <0.01% +4 Timeline DEI DOUGLAS EMMETT INC More: the full row for DOUGLAS EMMETT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,986 shares; 2024Q4: 5,037 shares; 2025Q1: 5,093 shares; 2025Q2: 5,422 shares; 2025Q3: 5,485 shares; 2025Q4: 3,672 shares 3,672 $40K <0.01% -1,813 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 471 shares 471 $38K <0.01% new Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,163 shares; 2024Q4: 1,165 shares; 2025Q1: 1,166 shares; 2025Q2: 1,168 shares; 2025Q3: 1,169 shares; 2025Q4: 944 shares 944 $38K <0.01% -225 Timeline PLXS PLEXUS CORP More: the full row for PLEXUS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 240 shares; 2024Q4: 240 shares; 2025Q1: 240 shares; 2025Q2: 240 shares; 2025Q3: 240 shares; 2025Q4: 240 shares 240 $35K <0.01% 0 Timeline EGP EASTGROUP PPTYS INC More: the full row for EASTGROUP PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 444 shares; 2024Q4: 448 shares; 2025Q1: 452 shares; 2025Q2: 479 shares; 2025Q3: 483 shares; 2025Q4: 198 shares 198 $35K <0.01% -285 Timeline PLOW DOUGLAS DYNAMICS INC More: the full row for DOUGLAS DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 833 shares; 2024Q4: 843 shares; 2025Q1: 854 shares; 2025Q2: 906 shares; 2025Q3: 914 shares; 2025Q4: 922 shares 922 $30K <0.01% +8 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,885 shares; 2024Q4: 2,918 shares; 2025Q1: 2,957 shares; 2025Q2: 3,092 shares; 2025Q3: 3,123 shares; 2025Q4: 1,216 shares 1,216 $28K <0.01% -1,907 Timeline BLD TOPBUILD COR More: the full row for TOPBUILD COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64 shares; 2024Q4: 64 shares; 2025Q1: 64 shares; 2025Q2: 64 shares; 2025Q3: 64 shares; 2025Q4: 64 shares 64 $27K <0.01% 0 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 604 shares; 2024Q4: 610 shares; 2025Q1: 613 shares; 2025Q2: 617 shares; 2025Q3: 621 shares; 2025Q4: 627 shares 627 $25K <0.01% +6 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,331 shares; 2024Q4: 1,339 shares; 2025Q1: 1,349 shares; 2025Q2: 435 shares; 2025Q3: 439 shares; 2025Q4: 442 shares 442 $25K <0.01% +3 Timeline GAP GAP INC More: the full row for GAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 947 shares; 2024Q4: 954 shares; 2025Q1: not reported; 2025Q2: 967 shares; 2025Q3: 975 shares; 2025Q4: 981 shares 981 $25K <0.01% +6 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: 434 shares; 2024Q4: 237 shares; 2025Q1: 237 shares; 2025Q2: 242 shares; 2025Q3: 242 shares; 2025Q4: 246 shares 246 $24K <0.01% +4 Timeline CMC COMMERCIAL METALS CO More: the full row for COMMERCIAL METALS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 323 shares; 2024Q4: 324 shares; 2025Q1: 325 shares; 2025Q2: 327 shares; 2025Q3: 328 shares; 2025Q4: 329 shares 329 $23K <0.01% +1 Timeline OXM OXFORD INDS INC More: the full row for OXFORD INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 574 shares; 2024Q4: 579 shares; 2025Q1: 583 shares; 2025Q2: 621 shares; 2025Q3: 632 shares; 2025Q4: 644 shares 644 $22K <0.01% +12 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: 77 shares; 2024Q4: 77 shares; 2025Q1: 78 shares; 2025Q2: 78 shares; 2025Q3: 78 shares; 2025Q4: 79 shares 79 $20K <0.01% +1 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 252 shares; 2025Q4: 256 shares 256 $19K <0.01% +4 Timeline VVV VALVOLINE INC More: the full row for VALVOLINE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 611 shares; 2024Q4: 611 shares; 2025Q1: 611 shares; 2025Q2: 611 shares; 2025Q3: 611 shares; 2025Q4: 611 shares 611 $18K <0.01% 0 Timeline ELAN ELANCO ANIMAL HEALTH INC More: the full row for ELANCO ANIMAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 591 shares; 2024Q4: 591 shares; 2025Q1: 591 shares; 2025Q2: 621 shares; 2025Q3: 621 shares; 2025Q4: 621 shares 621 $14K <0.01% 0 Timeline CRI CARTERS INC More: the full row for CARTERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 636 shares; 2024Q4: 645 shares; 2025Q1: 658 shares; 2025Q2: 696 shares; 2025Q3: 702 shares; 2025Q4: 424 shares 424 $14K <0.01% -278 Timeline ASH ASHLAND INC More: the full row for ASHLAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 222 shares; 2024Q4: 223 shares; 2025Q1: 224 shares; 2025Q2: 225 shares; 2025Q3: 226 shares; 2025Q4: 226 shares 226 $13K <0.01% 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: 330 shares; 2024Q4: 132 shares; 2025Q1: 132 shares; 2025Q2: 134 shares; 2025Q3: 134 shares; 2025Q4: 139 shares 139 $11K <0.01% +5 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: 119 shares; 2024Q4: 121 shares; 2025Q1: 122 shares; 2025Q2: 123 shares; 2025Q3: 125 shares; 2025Q4: 126 shares 126 $11K <0.01% +1 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 172 shares; 2024Q4: 172 shares; 2025Q1: 172 shares; 2025Q2: 172 shares; 2025Q3: 172 shares; 2025Q4: 129 shares 129 $11K <0.01% -43 Timeline SOBO SOUTH BOW CORP More: the full row for SOUTH BOW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 416 shares; 2025Q1: 416 shares; 2025Q2: 416 shares; 2025Q3: 416 shares; 2025Q4: 416 shares 416 $11K <0.01% 0 Timeline MLKN MILLERKNOLL INC More: the full row for MILLERKNOLL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 571 shares; 2024Q4: 575 shares; 2025Q1: 580 shares; 2025Q2: 616 shares; 2025Q3: 621 shares; 2025Q4: 628 shares 628 $11K <0.01% +7 Timeline MEI METHODE ELECTRS INC More: the full row for METHODE ELECTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,476 shares; 2024Q4: 1,499 shares; 2025Q1: 1,517 shares; 2025Q2: 1,626 shares; 2025Q3: 1,643 shares; 2025Q4: 1,655 shares 1,655 $11K <0.01% +12 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: 71 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 71 shares; 2025Q3: 72 shares; 2025Q4: 72 shares 72 $8K <0.01% 0 Timeline PPLI PEOPLE INC More: the full row for PEOPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 169 shares; 2024Q4: 169 shares; 2025Q1: 169 shares; 2025Q2: 169 shares; 2025Q3: 169 shares; 2025Q4: 169 shares 169 $7K <0.01% 0 Timeline UNIT UNITI GROUP LLC More: the full row for UNITI GROUP LLC 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: 1,272 shares; 2025Q4: 954 shares 954 $7K <0.01% -318 Timeline RCI ROGERS COMMUNICATIONS INC More: the full row for ROGERS COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,516 shares; 2024Q4: 71,404 shares; 2025Q1: 63,320 shares; 2025Q2: 85 shares; 2025Q3: 196 shares; 2025Q4: 147 shares 147 $6K <0.01% -49 Timeline FPI FARMLAND PARTNERS INC More: the full row for FARMLAND PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 582 shares; 2024Q4: 586 shares; 2025Q1: 646 shares; 2025Q2: 650 shares; 2025Q3: 654 shares; 2025Q4: 657 shares 657 $6K <0.01% +3 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: 23 shares; 2024Q4: 23 shares; 2025Q1: 23 shares; 2025Q2: 23 shares; 2025Q3: 23 shares; 2025Q4: 17 shares 17 $5K <0.01% -6 Timeline MOS MOSAIC CO More: the full row for MOSAIC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,210 shares; 2025Q1: 1,220 shares; 2025Q2: 1,227 shares; 2025Q3: 1,235 shares; 2025Q4: 208 shares 208 $5K <0.01% -1,027 Timeline TDW TIDEWATER INC NEW More: the full row for TIDEWATER INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 100 shares; 2025Q4: 100 shares 100 $5K <0.01% 0 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20 shares; 2024Q4: 20 shares; 2025Q1: 20 shares; 2025Q2: 20 shares; 2025Q3: 20 shares; 2025Q4: 20 shares 20 $4K <0.01% 0 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 141 shares; 2024Q4: 141 shares; 2025Q1: 141 shares; 2025Q2: 141 shares; 2025Q3: 141 shares; 2025Q4: 141 shares 141 $4K <0.01% 0 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 180 shares; 2024Q4: 181 shares; 2025Q1: 182 shares; 2025Q2: 183 shares; 2025Q3: 184 shares; 2025Q4: 185 shares 185 $4K <0.01% +1 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: 187 shares; 2024Q4: 189 shares; 2025Q1: 191 shares; 2025Q2: 193 shares; 2025Q3: 195 shares; 2025Q4: 197 shares 197 $4K <0.01% +2 Timeline OXY/WS OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 216 shares; 2024Q4: 216 shares; 2025Q1: 216 shares; 2025Q2: 216 shares; 2025Q3: 216 shares; 2025Q4: 216 shares 216 $4K <0.01% 0 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,349 shares; 2024Q4: 31,678 shares; 2025Q1: 29,582 shares; 2025Q2: 120 shares; 2025Q3: 122 shares; 2025Q4: 124 shares 124 $3K <0.01% +2 Timeline ALTG ALTA EQUIPMENT GROUP INC More: the full row for ALTA EQUIPMENT GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,039 shares; 2024Q4: 3,060 shares; 2025Q1: 3,092 shares; 2025Q2: 3,285 shares; 2025Q3: 3,285 shares; 2025Q4: 602 shares 602 $3K <0.01% -2,683 Timeline FLR FLUOR CORP More: the full row for FLUOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 45 shares; 2025Q3: 45 shares; 2025Q4: 45 shares 45 $2K <0.01% 0 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: 19 shares; 2024Q4: 19 shares; 2025Q1: 19 shares; 2025Q2: 19 shares; 2025Q3: 19 shares; 2025Q4: 20 shares 20 $1K <0.01% +1 Timeline REZI RESIDEO TECHNOLOGIES INC More: the full row for RESIDEO TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16 shares; 2024Q4: 16 shares; 2025Q1: 16 shares; 2025Q2: 16 shares; 2025Q3: 16 shares; 2025Q4: 16 shares 16 $1K <0.01% 0 Timeline OGN ORGANON & CO More: the full row for ORGANON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 184 shares; 2024Q4: 184 shares; 2025Q1: 184 shares; 2025Q2: 184 shares; 2025Q3: 184 shares; 2025Q4: 184 shares 184 $1K <0.01% 0 Timeline ANGI ANGI INC More: the full row for ANGI 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: 88 shares; 2025Q3: 88 shares; 2025Q4: 88 shares 88 $1K <0.01% 0 Timeline RGP RESOURCES CONNECTION INC More: the full row for RESOURCES CONNECTION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,086 shares; 2024Q4: 19,698 shares; 2025Q1: 14,193 shares; 2025Q2: 175 shares; 2025Q3: 178 shares; 2025Q4: 179 shares 179 $1K <0.01% +1 Timeline MYO MYOMO INC More: the full row for MYOMO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,570 shares; 2024Q4: 1,570 shares; 2025Q1: 1,570 shares; 2025Q2: 1,570 shares; 2025Q3: 1,570 shares; 2025Q4: 1,570 shares 1,570 $1K <0.01% 0 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares 2 $0 0% 0 Value filed as zero, left out of ratios. Timeline RUSHA RUSH ENTERPRISES INC More: the full row for RUSH ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,425 shares; 2024Q4: 5,441 shares; 2025Q1: 5,459 shares; 2025Q2: 20 shares; 2025Q3: 20 shares; 2025Q4: 5 shares 5 $0 0% -15 Value filed as zero, left out of ratios. Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51 shares; 2024Q4: 51 shares; 2025Q1: 29 shares; 2025Q2: 29 shares; 2025Q3: 29 shares; 2025Q4: 30 shares 30 $0 0% +1 Value filed as zero, left out of ratios. Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares 1 $0 0% 0 Value filed as zero, left out of ratios. Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3 shares; 2024Q4: 3 shares; 2025Q1: 3 shares; 2025Q2: 3 shares; 2025Q3: 3 shares; 2025Q4: 3 shares 3 $0 0% 0 Value filed as zero, left out of ratios. Timeline LZB LA Z BOY INC More: the full row for LA Z BOY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,873 shares; 2024Q4: 1,882 shares; 2025Q1: 1,892 shares; 2025Q2: 1,999 shares; 2025Q3: 2,012 shares; 2025Q4: 12 shares 12 $0 0% -2,000 Value filed as zero, left out of ratios. Timeline