IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 720,703 shares; 2025Q1: 800,667 shares; 2025Q2: 818,997 shares; 2025Q3: 837,230 shares; 2025Q4: 863,837 shares 863,837 $88.6M 7.94% +26,607 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 512,400 shares; 2025Q1: 557,906 shares; 2025Q2: 571,779 shares; 2025Q3: 576,979 shares; 2025Q4: 579,137 shares 579,137 $61.8M 5.54% +2,158 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 897,508 shares; 2025Q1: 958,730 shares; 2025Q2: 1,046,849 shares; 2025Q3: 1,051,290 shares; 2025Q4: 1,057,708 shares 1,057,708 $47.8M 4.29% +6,418 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 67,888 shares; 2025Q1: 68,510 shares; 2025Q2: 67,503 shares; 2025Q3: 67,090 shares; 2025Q4: 64,519 shares 64,519 $44M 3.94% -2,571 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 84,671 shares; 2025Q1: 83,379 shares; 2025Q2: 87,026 shares; 2025Q3: 85,291 shares; 2025Q4: 77,460 shares 77,460 $37.5M 3.36% -7,831 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 381,010 shares; 2025Q1: 399,512 shares; 2025Q2: 396,825 shares; 2025Q3: 393,213 shares; 2025Q4: 406,771 shares 406,771 $34.4M 3.09% +13,558 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 135,307 shares; 2025Q1: 125,236 shares; 2025Q2: 128,032 shares; 2025Q3: 123,602 shares; 2025Q4: 117,325 shares 117,325 $31.9M 2.86% -6,277 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 92,213 shares; 2025Q1: 88,684 shares; 2025Q2: 89,004 shares; 2025Q3: 86,984 shares; 2025Q4: 84,219 shares 84,219 $27.1M 2.43% -2,765 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 220,576 shares; 2025Q1: 217,053 shares; 2025Q2: 221,782 shares; 2025Q3: 218,394 shares; 2025Q4: 208,557 shares 208,557 $25.1M 2.25% -9,837 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 206,132 shares; 2025Q1: 214,951 shares; 2025Q2: 211,011 shares; 2025Q3: 206,200 shares; 2025Q4: 209,249 shares 209,249 $19M 1.71% +3,049 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 97,977 shares; 2025Q1: 91,294 shares; 2025Q2: 95,686 shares; 2025Q3: 90,977 shares; 2025Q4: 87,778 shares 87,778 $18.2M 1.63% -3,199 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: restricted; 2024Q4: 183,413 shares; 2025Q1: 180,083 shares; 2025Q2: 176,372 shares; 2025Q3: 175,977 shares; 2025Q4: 170,529 shares 170,529 $16.4M 1.47% -5,448 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 96,731 shares; 2025Q1: 95,076 shares; 2025Q2: 94,521 shares; 2025Q3: 92,021 shares; 2025Q4: 88,951 shares 88,951 $16.3M 1.46% -3,070 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 57,146 shares; 2025Q1: 50,540 shares; 2025Q2: 50,651 shares; 2025Q3: 49,296 shares; 2025Q4: 47,552 shares 47,552 $14.9M 1.34% -1,744 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 75,417 shares; 2025Q1: 76,748 shares; 2025Q2: 76,508 shares; 2025Q3: 73,695 shares; 2025Q4: 71,344 shares 71,344 $13.9M 1.25% -2,351 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,629 shares; 2025Q1: 80,377 shares; 2025Q2: 83,895 shares; 2025Q3: 89,663 shares; 2025Q4: 93,677 shares 93,677 $12.8M 1.15% +4,014 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 50,686 shares; 2025Q1: 49,332 shares; 2025Q2: 48,226 shares; 2025Q3: 47,884 shares; 2025Q4: 46,835 shares 46,835 $12.1M 1.08% -1,049 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 69,769 shares; 2025Q1: 64,911 shares; 2025Q2: 61,061 shares; 2025Q3: 65,854 shares; 2025Q4: 63,655 shares 63,655 $11.9M 1.06% -2,199 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 202,199 shares; 2025Q1: 218,464 shares; 2025Q2: 241,854 shares; 2025Q3: 243,658 shares; 2025Q4: 251,601 shares 251,601 $11.8M 1.05% +7,943 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 61,466 shares; 2025Q1: 57,701 shares; 2025Q2: 52,640 shares; 2025Q3: 50,617 shares; 2025Q4: 50,252 shares 50,252 $11.6M 1.04% -365 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 81,533 shares; 2025Q1: 79,793 shares; 2025Q2: 81,525 shares; 2025Q3: 80,065 shares; 2025Q4: 79,015 shares 79,015 $11.3M 1.01% -1,050 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 32,588 shares; 2025Q1: 32,283 shares; 2025Q2: 33,558 shares; 2025Q3: 32,965 shares; 2025Q4: 33,101 shares 33,101 $10.1M 0.91% +136 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 38,177 shares; 2025Q1: 37,870 shares; 2025Q2: 36,677 shares; 2025Q3: 36,310 shares; 2025Q4: 34,772 shares 34,772 $10.1M 0.9% -1,538 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 79,527 shares; 2025Q1: 87,795 shares; 2025Q2: 96,077 shares; 2025Q3: 91,943 shares; 2025Q4: 90,387 shares 90,387 $9.51M 0.85% -1,556 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,018 shares; 2025Q1: 7,250 shares; 2025Q2: 8,159 shares; 2025Q3: 8,992 shares; 2025Q4: 8,708 shares 8,708 $9.36M 0.84% -284 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,143 shares; 2025Q1: 14,657 shares; 2025Q2: 17,641 shares; 2025Q3: 18,947 shares; 2025Q4: 15,952 shares 15,952 $9.14M 0.82% -2,995 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 31,542 shares; 2025Q1: 30,627 shares; 2025Q2: 30,382 shares; 2025Q3: 30,041 shares; 2025Q4: 29,650 shares 29,650 $8.78M 0.79% -391 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 67,645 shares; 2025Q1: 66,190 shares; 2025Q2: 67,396 shares; 2025Q3: 65,423 shares; 2025Q4: 60,010 shares 60,010 $8.61M 0.77% -5,413 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,496 shares; 2025Q1: 15,425 shares; 2025Q2: 15,238 shares; 2025Q3: 14,967 shares; 2025Q4: 14,453 shares 14,453 $8.25M 0.74% -514 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,165 shares; 2025Q1: 14,653 shares; 2025Q2: 14,329 shares; 2025Q3: 13,902 shares; 2025Q4: 12,715 shares 12,715 $7.81M 0.7% -1,187 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,116 shares; 2025Q1: 8,916 shares; 2025Q2: 8,805 shares; 2025Q3: 8,651 shares; 2025Q4: 8,408 shares 8,408 $7.39M 0.66% -243 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 51,310 shares; 2025Q1: 50,795 shares; 2025Q2: 51,467 shares; 2025Q3: 49,227 shares; 2025Q4: 48,454 shares 48,454 $7.38M 0.66% -773 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 108,947 shares; 2025Q1: 89,565 shares; 2025Q2: 89,958 shares; 2025Q3: 88,891 shares; 2025Q4: 86,665 shares 86,665 $6.68M 0.6% -2,226 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 86,476 shares; 2025Q1: 82,719 shares; 2025Q2: 80,955 shares; 2025Q3: 75,174 shares; 2025Q4: 75,389 shares 75,389 $6.57M 0.59% +215 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 31,614 shares; 2025Q1: 30,516 shares; 2025Q2: 30,938 shares; 2025Q3: 29,321 shares; 2025Q4: 28,464 shares 28,464 $6.5M 0.58% -857 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 119,889 shares; 2025Q1: 120,148 shares; 2025Q2: 118,974 shares; 2025Q3: 118,573 shares; 2025Q4: 116,036 shares 116,036 $6.38M 0.57% -2,537 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 100,586 shares; 2025Q1: 83,006 shares; 2025Q2: 82,189 shares; 2025Q3: 79,932 shares; 2025Q4: 79,073 shares 79,073 $6.35M 0.57% -859 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 65,587 shares; 2025Q1: 58,458 shares; 2025Q2: 56,571 shares; 2025Q3: 54,263 shares; 2025Q4: 50,617 shares 50,617 $6.34M 0.57% -3,646 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 86,641 shares; 2025Q1: 86,180 shares; 2025Q2: 96,807 shares; 2025Q3: 91,612 shares; 2025Q4: 90,396 shares 90,396 $6.32M 0.57% -1,216 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 64,990 shares; 2025Q1: 61,906 shares; 2025Q2: 56,368 shares; 2025Q3: 55,670 shares; 2025Q4: 53,864 shares 53,864 $6.04M 0.54% -1,806 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,236 shares; 2025Q1: 12,260 shares; 2025Q2: 12,423 shares; 2025Q3: 12,353 shares; 2025Q4: 12,431 shares 12,431 $6.01M 0.54% +78 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22,300 shares; 2025Q1: 22,713 shares; 2025Q2: 19,699 shares; 2025Q3: 19,478 shares; 2025Q4: 18,977 shares 18,977 $5.94M 0.53% -501 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 38,491 shares; 2025Q1: 38,491 shares; 2025Q2: 38,538 shares; 2025Q3: 38,538 shares; 2025Q4: 36,922 shares 36,922 $5.49M 0.49% -1,616 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 19,201 shares; 2025Q1: 18,474 shares; 2025Q2: 19,601 shares; 2025Q3: 19,043 shares; 2025Q4: 18,973 shares 18,973 $5.48M 0.49% -70 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 39,371 shares; 2025Q1: 40,930 shares; 2025Q2: 42,841 shares; 2025Q3: 43,194 shares; 2025Q4: 38,241 shares 38,241 $5.28M 0.47% -4,953 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 4,361 shares; 2025Q2: 4,311 shares; 2025Q3: 5,039 shares; 2025Q4: 4,921 shares 4,921 $5.27M 0.47% -118 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: restricted; 2024Q4: 56,129 shares; 2025Q1: 55,596 shares; 2025Q2: 55,030 shares; 2025Q3: 54,061 shares; 2025Q4: 51,683 shares 51,683 $4.98M 0.45% -2,378 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 33,608 shares; 2025Q1: 33,529 shares; 2025Q2: 33,299 shares; 2025Q3: 32,847 shares; 2025Q4: 31,947 shares 31,947 $4.91M 0.44% -900 Timeline FISI FINANCIAL INSTITUTIONS INC More: the full row for FINANCIAL INSTITUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 283,695 shares; 2025Q1: 280,045 shares; 2025Q2: 279,830 shares; 2025Q3: 179,723 shares; 2025Q4: 155,046 shares 155,046 $4.83M 0.43% -24,677 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,366 shares; 2025Q1: 14,245 shares; 2025Q2: 13,765 shares; 2025Q3: 13,678 shares; 2025Q4: 13,402 shares 13,402 $4.61M 0.41% -276 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 45,231 shares; 2025Q1: 44,130 shares; 2025Q2: 43,182 shares; 2025Q3: 41,650 shares; 2025Q4: 41,328 shares 41,328 $4.6M 0.41% -322 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,502 shares; 2025Q1: 14,321 shares; 2025Q2: 17,762 shares; 2025Q3: 18,979 shares; 2025Q4: 13,916 shares 13,916 $4.29M 0.38% -5,063 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,728 shares; 2025Q1: 18,695 shares; 2025Q2: 18,389 shares; 2025Q3: 18,322 shares; 2025Q4: 17,012 shares 17,012 $4.19M 0.38% -1,310 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,194 shares; 2025Q1: 11,467 shares; 2025Q2: 11,934 shares; 2025Q3: 11,922 shares; 2025Q4: 11,186 shares 11,186 $4.14M 0.37% -736 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 199,526 shares; 2025Q1: 189,489 shares; 2025Q2: 218,881 shares; 2025Q3: 190,139 shares; 2025Q4: 165,575 shares 165,575 $4.12M 0.37% -24,564 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,572 shares; 2025Q1: 11,455 shares; 2025Q2: 12,456 shares; 2025Q3: 12,235 shares; 2025Q4: 12,031 shares 12,031 $4.05M 0.36% -204 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 29,486 shares; 2025Q1: 26,846 shares; 2025Q2: 23,768 shares; 2025Q3: 23,466 shares; 2025Q4: 22,731 shares 22,731 $4.04M 0.36% -735 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,443 shares; 2025Q1: 13,563 shares; 2025Q2: 13,918 shares; 2025Q3: 13,956 shares; 2025Q4: 14,601 shares 14,601 $3.92M 0.35% +645 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,195 shares; 2025Q1: 5,990 shares; 2025Q2: 5,985 shares; 2025Q3: 5,890 shares; 2025Q4: 5,778 shares 5,778 $3.81M 0.34% -112 Timeline ZAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 53,003 shares; 2025Q1: 53,003 shares; 2025Q2: 53,003 shares; 2025Q3: 142,234 shares; 2025Q4: 142,234 shares 142,234 $3.8M 0.34% 0 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,291 shares; 2025Q1: 9,773 shares; 2025Q2: 9,773 shares; 2025Q3: 9,674 shares; 2025Q4: 9,674 shares 9,674 $3.77M 0.34% 0 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,883 shares; 2025Q1: 7,373 shares; 2025Q2: 8,582 shares; 2025Q3: 12,557 shares; 2025Q4: 10,552 shares 10,552 $3.69M 0.33% -2,005 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 42,177 shares; 2025Q1: 41,918 shares; 2025Q2: 39,976 shares; 2025Q3: 38,331 shares; 2025Q4: 38,564 shares 38,564 $3.67M 0.33% +233 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,631 shares; 2025Q1: 12,625 shares; 2025Q2: 12,230 shares; 2025Q3: 11,471 shares; 2025Q4: 10,999 shares 10,999 $3.6M 0.32% -472 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 28,857 shares; 2025Q1: 27,835 shares; 2025Q2: 27,148 shares; 2025Q3: 26,725 shares; 2025Q4: 25,846 shares 25,846 $3.6M 0.32% -879 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: restricted; 2024Q4: 8,095 shares; 2025Q1: 7,779 shares; 2025Q2: 7,643 shares; 2025Q3: 7,643 shares; 2025Q4: 7,489 shares 7,489 $3.54M 0.32% -154 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: restricted; 2024Q4: 41,062 shares; 2025Q1: 40,447 shares; 2025Q2: 41,546 shares; 2025Q3: 41,197 shares; 2025Q4: 40,300 shares 40,300 $3.51M 0.31% -897 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,332 shares; 2025Q1: 11,671 shares; 2025Q2: 11,399 shares; 2025Q3: 11,975 shares; 2025Q4: 13,078 shares 13,078 $3.46M 0.31% +1,103 Timeline ZJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 120,106 shares; 2025Q1: 120,106 shares; 2025Q2: 120,106 shares; 2025Q3: 124,204 shares; 2025Q4: 118,204 shares 118,204 $3.44M 0.31% -6,000 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: restricted; 2024Q4: 46,606 shares; 2025Q1: 46,085 shares; 2025Q2: 43,446 shares; 2025Q3: 41,890 shares; 2025Q4: 38,681 shares 38,681 $3.42M 0.31% -3,209 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,383 shares; 2025Q1: 7,358 shares; 2025Q2: 7,312 shares; 2025Q3: 7,267 shares; 2025Q4: 7,267 shares 7,267 $3.38M 0.3% 0 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,520 shares; 2025Q1: 6,419 shares; 2025Q2: 5,848 shares; 2025Q3: 9,783 shares; 2025Q4: 9,412 shares 9,412 $3.26M 0.29% -371 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: restricted; 2024Q4: 14,078 shares; 2025Q1: 13,688 shares; 2025Q2: 14,780 shares; 2025Q3: 14,441 shares; 2025Q4: 15,001 shares 15,001 $3.26M 0.29% +560 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21,610 shares; 2025Q1: 20,083 shares; 2025Q2: 19,510 shares; 2025Q3: 18,930 shares; 2025Q4: 18,538 shares 18,538 $3.22M 0.29% -392 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,896 shares; 2025Q1: 7,588 shares; 2025Q2: 7,448 shares; 2025Q3: 6,737 shares; 2025Q4: 6,668 shares 6,668 $3.2M 0.29% -69 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,025 shares; 2025Q1: 7,135 shares; 2025Q2: 6,957 shares; 2025Q3: 6,627 shares; 2025Q4: 6,357 shares 6,357 $3.2M 0.29% -270 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 107,351 shares; 2025Q1: 106,412 shares; 2025Q2: 60,939 shares; 2025Q3: 59,162 shares; 2025Q4: 58,071 shares 58,071 $3.12M 0.28% -1,091 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,101 shares; 2025Q1: 12,970 shares; 2025Q2: 13,858 shares; 2025Q3: 13,456 shares; 2025Q4: 12,731 shares 12,731 $3.07M 0.28% -725 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 26,789 shares; 2025Q1: 19,978 shares; 2025Q2: 19,795 shares; 2025Q3: 19,636 shares; 2025Q4: 19,261 shares 19,261 $2.98M 0.27% -375 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,391 shares; 2025Q1: 5,403 shares; 2025Q2: 5,245 shares; 2025Q3: 5,124 shares; 2025Q4: 4,319 shares 4,319 $2.96M 0.27% -805 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 28,167 shares; 2025Q1: 28,400 shares; 2025Q2: 27,828 shares; 2025Q3: 26,780 shares; 2025Q4: 26,713 shares 26,713 $2.95M 0.26% -67 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 30,564 shares; 2025Q1: 28,959 shares; 2025Q2: 28,545 shares; 2025Q3: 26,711 shares; 2025Q4: 25,819 shares 25,819 $2.94M 0.26% -892 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 141,360 shares; 2025Q1: 132,413 shares; 2025Q2: 64,408 shares; 2025Q3: 64,105 shares; 2025Q4: 93,768 shares 93,768 $2.9M 0.26% +29,663 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: restricted; 2024Q4: 41,599 shares; 2025Q1: 39,427 shares; 2025Q2: 37,612 shares; 2025Q3: 36,532 shares; 2025Q4: 36,181 shares 36,181 $2.87M 0.26% -351 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: restricted; 2024Q4: 58,536 shares; 2025Q1: 56,327 shares; 2025Q2: 55,777 shares; 2025Q3: 54,841 shares; 2025Q4: 53,987 shares 53,987 $2.85M 0.26% -854 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 33,176 shares; 2025Q1: 33,710 shares; 2025Q2: 29,484 shares; 2025Q3: 29,292 shares; 2025Q4: 28,503 shares 28,503 $2.85M 0.26% -789 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,403 shares; 2025Q1: 4,396 shares; 2025Q2: 4,384 shares; 2025Q3: 4,384 shares; 2025Q4: 4,514 shares 4,514 $2.83M 0.25% +130 Timeline NOV NOV INC More: the full row for NOV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 59,895 shares; 2025Q1: 61,363 shares; 2025Q2: 101,211 shares; 2025Q3: 178,816 shares; 2025Q4: 172,291 shares 172,291 $2.69M 0.24% -6,525 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,603 shares; 2025Q1: 8,096 shares; 2025Q2: 8,302 shares; 2025Q3: 8,036 shares; 2025Q4: 7,591 shares 7,591 $2.67M 0.24% -445 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,109 shares; 2025Q1: 7,438 shares; 2025Q2: 6,893 shares; 2025Q3: 4,839 shares; 2025Q4: 4,596 shares 4,596 $2.66M 0.24% -243 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,233 shares; 2025Q1: 8,139 shares; 2025Q2: 8,805 shares; 2025Q3: 7,571 shares; 2025Q4: 7,472 shares 7,472 $2.62M 0.23% -99 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,412 shares; 2025Q1: 9,543 shares; 2025Q2: 9,914 shares; 2025Q3: 10,331 shares; 2025Q4: 9,304 shares 9,304 $2.56M 0.23% -1,027 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 37,840 shares; 2025Q1: 37,938 shares; 2025Q2: 38,055 shares; 2025Q3: 38,035 shares; 2025Q4: 37,733 shares 37,733 $2.49M 0.22% -302 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,400 shares; 2025Q1: 8,214 shares; 2025Q2: 7,977 shares; 2025Q3: 8,051 shares; 2025Q4: 7,792 shares 7,792 $2.48M 0.22% -259 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: restricted; 2024Q4: 6,862 shares; 2025Q1: 12,430 shares; 2025Q2: 20,817 shares; 2025Q3: 31,450 shares; 2025Q4: 24,421 shares 24,421 $2.42M 0.22% -7,029 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,982 shares; 2025Q1: 8,767 shares; 2025Q2: 9,497 shares; 2025Q3: 8,610 shares; 2025Q4: 8,347 shares 8,347 $2.42M 0.22% -263 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 28,842 shares; 2025Q1: 28,661 shares; 2025Q2: 27,899 shares; 2025Q3: 27,499 shares; 2025Q4: 25,785 shares 25,785 $2.41M 0.22% -1,714 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,281 shares; 2025Q1: 10,980 shares; 2025Q2: 12,012 shares; 2025Q3: 12,054 shares; 2025Q4: 12,071 shares 12,071 $2.35M 0.21% +17 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,451 shares; 2025Q1: 11,451 shares; 2025Q2: 11,233 shares; 2025Q3: 11,115 shares; 2025Q4: 10,822 shares 10,822 $2.28M 0.2% -293 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: restricted; 2024Q4: 48,669 shares; 2025Q1: 49,620 shares; 2025Q2: 60,701 shares; 2025Q3: 66,763 shares; 2025Q4: 58,856 shares 58,856 $2.26M 0.2% -7,907 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,116 shares; 2025Q1: 15,527 shares; 2025Q2: 15,248 shares; 2025Q3: 15,695 shares; 2025Q4: 15,871 shares 15,871 $2.24M 0.2% +176 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,935 shares; 2025Q1: 9,897 shares; 2025Q2: 9,897 shares; 2025Q3: 9,904 shares; 2025Q4: 9,692 shares 9,692 $2.22M 0.2% -212 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3,820 shares; 2025Q2: 4,356 shares; 2025Q3: 4,458 shares; 2025Q4: 4,734 shares 4,734 $2.21M 0.2% +276 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,712 shares; 2025Q1: 7,306 shares; 2025Q2: 8,595 shares; 2025Q3: 9,167 shares; 2025Q4: 10,167 shares 10,167 $2.18M 0.2% +1,000 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 19,020 shares; 2025Q1: 18,272 shares; 2025Q2: 19,390 shares; 2025Q3: 19,391 shares; 2025Q4: 18,558 shares 18,558 $2.18M 0.19% -833 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,084 shares; 2025Q1: 15,869 shares; 2025Q2: 15,819 shares; 2025Q3: 13,901 shares; 2025Q4: 13,463 shares 13,463 $2.16M 0.19% -438 Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 54,332 shares; 2025Q1: 52,482 shares; 2025Q2: 48,030 shares; 2025Q3: 46,610 shares; 2025Q4: 47,459 shares 47,459 $2.14M 0.19% +849 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,227 shares; 2025Q1: 9,871 shares; 2025Q2: 10,544 shares; 2025Q3: 10,281 shares; 2025Q4: 10,205 shares 10,205 $2.12M 0.19% -76 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,530 shares; 2025Q1: 6,429 shares; 2025Q2: 6,346 shares; 2025Q3: 6,200 shares; 2025Q4: 6,164 shares 6,164 $2.12M 0.19% -36 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,458 shares; 2025Q1: 9,129 shares; 2025Q2: 9,454 shares; 2025Q3: 9,448 shares; 2025Q4: 9,105 shares 9,105 $2.11M 0.19% -343 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 60,827 shares; 2025Q1: 57,954 shares; 2025Q2: 57,219 shares; 2025Q3: 53,135 shares; 2025Q4: 51,546 shares 51,546 $2.1M 0.19% -1,589 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,422 shares; 2025Q1: 3,400 shares; 2025Q2: 3,543 shares; 2025Q3: 3,766 shares; 2025Q4: 4,099 shares 4,099 $2.09M 0.19% +333 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,329 shares; 2025Q1: 8,123 shares; 2025Q2: 18,179 shares; 2025Q3: 20,910 shares; 2025Q4: 22,052 shares 22,052 $2.06M 0.18% +1,142 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 41,906 shares; 2025Q1: 40,226 shares; 2025Q2: 39,368 shares; 2025Q3: 38,095 shares; 2025Q4: 37,354 shares 37,354 $2.04M 0.18% -741 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: restricted; 2024Q4: 25,681 shares; 2025Q1: 23,887 shares; 2025Q2: 23,718 shares; 2025Q3: 23,320 shares; 2025Q4: 23,264 shares 23,264 $2.03M 0.18% -56 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,820 shares; 2025Q1: 16,544 shares; 2025Q2: 19,804 shares; 2025Q3: 20,597 shares; 2025Q4: 22,080 shares 22,080 $2.03M 0.18% +1,483 Timeline KSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 66,424 shares; 2025Q1: 66,424 shares; 2025Q2: 64,572 shares; 2025Q3: 70,922 shares; 2025Q4: 70,922 shares 70,922 $1.98M 0.18% 0 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 31,224 shares; 2025Q1: 31,122 shares; 2025Q2: 24,247 shares; 2025Q3: 24,130 shares; 2025Q4: 23,318 shares 23,318 $1.95M 0.17% -812 Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 74,703 shares; 2025Q1: 75,382 shares; 2025Q2: 78,002 shares; 2025Q3: 78,196 shares; 2025Q4: 77,216 shares 77,216 $1.95M 0.17% -980 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,008 shares; 2025Q1: 11,065 shares; 2025Q2: 11,606 shares; 2025Q3: 11,800 shares; 2025Q4: 10,866 shares 10,866 $1.91M 0.17% -934 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: restricted; 2024Q4: 3,800 shares; 2025Q1: 3,408 shares; 2025Q2: 2,734 shares; 2025Q3: 2,720 shares; 2025Q4: 2,301 shares 2,301 $1.89M 0.17% -419 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,929 shares; 2025Q1: 7,876 shares; 2025Q2: 7,425 shares; 2025Q3: 7,423 shares; 2025Q4: 7,185 shares 7,185 $1.85M 0.17% -238 Timeline NUMV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 57,400 shares; 2025Q1: 54,041 shares; 2025Q2: 48,152 shares; 2025Q3: 46,613 shares; 2025Q4: 47,083 shares 47,083 $1.84M 0.17% +470 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,691 shares; 2025Q1: 2,646 shares; 2025Q2: 2,422 shares; 2025Q3: 2,743 shares; 2025Q4: 2,593 shares 2,593 $1.69M 0.15% -150 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,651 shares; 2025Q1: 11,838 shares; 2025Q2: 12,806 shares; 2025Q3: 11,763 shares; 2025Q4: 16,778 shares 16,778 $1.69M 0.15% +5,015 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,919 shares; 2025Q1: 4,688 shares; 2025Q2: 4,550 shares; 2025Q3: 4,576 shares; 2025Q4: 5,271 shares 5,271 $1.69M 0.15% +695 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,520 shares; 2025Q1: 10,949 shares; 2025Q2: 12,571 shares; 2025Q3: 12,515 shares; 2025Q4: 12,459 shares 12,459 $1.65M 0.15% -56 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,420 shares; 2025Q1: 19,105 shares; 2025Q2: 19,105 shares; 2025Q3: 19,489 shares; 2025Q4: 18,861 shares 18,861 $1.65M 0.15% -628 Timeline CBU COMMUNITY FINANCIAL SYSTEM I More: the full row for COMMUNITY FINANCIAL SYSTEM I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 32,311 shares; 2025Q1: 31,805 shares; 2025Q2: 31,805 shares; 2025Q3: 28,530 shares; 2025Q4: 28,530 shares 28,530 $1.64M 0.15% 0 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,801 shares; 2025Q1: 9,752 shares; 2025Q2: 9,497 shares; 2025Q3: 9,127 shares; 2025Q4: 8,856 shares 8,856 $1.63M 0.15% -271 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,999 shares; 2025Q1: 10,349 shares; 2025Q2: 10,054 shares; 2025Q3: 9,511 shares; 2025Q4: 9,341 shares 9,341 $1.6M 0.14% -170 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,806 shares; 2025Q1: 7,473 shares; 2025Q2: 6,760 shares; 2025Q3: 7,536 shares; 2025Q4: 7,008 shares 7,008 $1.6M 0.14% -528 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,048 shares; 2025Q1: 3,723 shares; 2025Q2: 3,691 shares; 2025Q3: 3,693 shares; 2025Q4: 2,778 shares 2,778 $1.59M 0.14% -915 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 51,547 shares; 2025Q1: 39,827 shares; 2025Q2: 35,956 shares; 2025Q3: 34,008 shares; 2025Q4: 32,432 shares 32,432 $1.57M 0.14% -1,576 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22,947 shares; 2025Q1: 18,591 shares; 2025Q2: 18,427 shares; 2025Q3: 18,427 shares; 2025Q4: 18,427 shares 18,427 $1.56M 0.14% 0 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 30,655 shares; 2025Q1: 30,576 shares; 2025Q2: 31,774 shares; 2025Q3: 32,129 shares; 2025Q4: 31,603 shares 31,603 $1.56M 0.14% -526 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,859 shares; 2025Q1: 1,906 shares; 2025Q2: 1,868 shares; 2025Q3: 1,873 shares; 2025Q4: 1,802 shares 1,802 $1.55M 0.14% -71 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 26,067 shares; 2025Q2: 35,064 shares; 2025Q3: 34,648 shares; 2025Q4: 34,084 shares 34,084 $1.55M 0.14% -564 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,401 shares; 2025Q1: 3,362 shares; 2025Q2: 3,302 shares; 2025Q3: 3,302 shares; 2025Q4: 3,144 shares 3,144 $1.53M 0.14% -158 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 32,565 shares; 2025Q1: 30,507 shares; 2025Q2: 30,388 shares; 2025Q3: 29,535 shares; 2025Q4: 28,493 shares 28,493 $1.53M 0.14% -1,042 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,937 shares; 2025Q1: 5,241 shares; 2025Q2: 4,485 shares; 2025Q3: 4,483 shares; 2025Q4: 4,291 shares 4,291 $1.51M 0.14% -192 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares 2 $1.51M 0.14% 0 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,398 shares; 2025Q1: 5,398 shares; 2025Q2: 14,971 shares; 2025Q3: 14,505 shares; 2025Q4: 14,563 shares 14,563 $1.5M 0.13% +58 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,846 shares; 2025Q1: 3,846 shares; 2025Q2: 3,846 shares; 2025Q3: 3,860 shares; 2025Q4: 3,860 shares 3,860 $1.49M 0.13% 0 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,973 shares; 2025Q1: 3,916 shares; 2025Q2: 7,632 shares; 2025Q3: 6,256 shares; 2025Q4: 3,458 shares 3,458 $1.47M 0.13% -2,798 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,379 shares; 2025Q1: 16,379 shares; 2025Q2: 16,294 shares; 2025Q3: 16,124 shares; 2025Q4: 16,357 shares 16,357 $1.46M 0.13% +233 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,445 shares; 2025Q1: 11,844 shares; 2025Q2: 11,327 shares; 2025Q3: 11,508 shares; 2025Q4: 11,126 shares 11,126 $1.45M 0.13% -382 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,534 shares; 2025Q1: 4,825 shares; 2025Q2: 4,708 shares; 2025Q3: 4,729 shares; 2025Q4: 4,839 shares 4,839 $1.43M 0.13% +110 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,381 shares; 2025Q1: 5,090 shares; 2025Q2: 5,015 shares; 2025Q3: 5,014 shares; 2025Q4: 4,582 shares 4,582 $1.43M 0.13% -432 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,598 shares; 2025Q1: 14,483 shares; 2025Q2: 14,260 shares; 2025Q3: 12,683 shares; 2025Q4: 12,057 shares 12,057 $1.41M 0.13% -626 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 39,937 shares; 2025Q1: 37,894 shares; 2025Q2: 31,743 shares; 2025Q3: 30,214 shares; 2025Q4: 25,448 shares 25,448 $1.37M 0.12% -4,766 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,232 shares; 2025Q1: 15,463 shares; 2025Q2: 14,932 shares; 2025Q3: 15,308 shares; 2025Q4: 14,997 shares 14,997 $1.37M 0.12% -311 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,373 shares; 2025Q1: 11,945 shares; 2025Q2: 11,936 shares; 2025Q3: 9,804 shares; 2025Q4: 8,514 shares 8,514 $1.37M 0.12% -1,290 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,552 shares; 2025Q1: 6,778 shares; 2025Q2: 6,720 shares; 2025Q3: 6,966 shares; 2025Q4: 6,578 shares 6,578 $1.34M 0.12% -388 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,024 shares; 2025Q1: 6,756 shares; 2025Q2: 6,500 shares; 2025Q3: 5,955 shares; 2025Q4: 4,904 shares 4,904 $1.33M 0.12% -1,051 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 59,359 shares; 2025Q1: 58,028 shares; 2025Q2: 56,940 shares; 2025Q3: 53,198 shares; 2025Q4: 53,131 shares 53,131 $1.32M 0.12% -67 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 28,767 shares; 2025Q1: 24,928 shares; 2025Q2: 24,399 shares; 2025Q3: 24,253 shares; 2025Q4: 22,261 shares 22,261 $1.3M 0.12% -1,992 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,418 shares; 2025Q1: 14,229 shares; 2025Q2: 11,173 shares; 2025Q3: 9,496 shares; 2025Q4: 9,039 shares 9,039 $1.3M 0.12% -457 Timeline ESGE 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: restricted; 2024Q4: 30,133 shares; 2025Q1: 30,142 shares; 2025Q2: 30,312 shares; 2025Q3: 29,041 shares; 2025Q4: 28,840 shares 28,840 $1.27M 0.11% -201 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,243 shares; 2025Q1: 1,293 shares; 2025Q2: 17,491 shares; 2025Q3: 16,525 shares; 2025Q4: 13,885 shares 13,885 $1.27M 0.11% -2,640 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: restricted; 2024Q4: 3,515 shares; 2025Q1: 3,374 shares; 2025Q2: 3,306 shares; 2025Q3: 4,329 shares; 2025Q4: 4,028 shares 4,028 $1.25M 0.11% -301 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 23,472 shares; 2025Q1: 22,964 shares; 2025Q2: 25,175 shares; 2025Q3: 25,865 shares; 2025Q4: 25,336 shares 25,336 $1.21M 0.11% -529 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,709 shares; 2025Q1: 981 shares; 2025Q2: 1,239 shares; 2025Q3: 1,244 shares; 2025Q4: 7,610 shares 7,610 $1.17M 0.1% +6,366 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,750 shares; 2025Q1: 13,264 shares; 2025Q2: 12,803 shares; 2025Q3: 12,551 shares; 2025Q4: 11,220 shares 11,220 $1.15M 0.1% -1,331 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,125 shares; 2025Q1: 8,123 shares; 2025Q2: 7,737 shares; 2025Q3: 7,699 shares; 2025Q4: 7,487 shares 7,487 $1.13M 0.1% -212 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: restricted; 2024Q4: 9,991 shares; 2025Q1: 10,679 shares; 2025Q2: 11,102 shares; 2025Q3: 11,196 shares; 2025Q4: 11,175 shares 11,175 $1.13M 0.1% -21 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,063 shares; 2025Q1: 11,363 shares; 2025Q2: 11,078 shares; 2025Q3: 11,049 shares; 2025Q4: 10,268 shares 10,268 $1.12M 0.1% -781 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: restricted; 2024Q4: 12,250 shares; 2025Q1: 11,884 shares; 2025Q2: 11,789 shares; 2025Q3: 11,807 shares; 2025Q4: 11,603 shares 11,603 $1.11M 0.1% -204 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,534 shares; 2025Q1: 12,921 shares; 2025Q2: 13,989 shares; 2025Q3: 14,098 shares; 2025Q4: 13,875 shares 13,875 $1.1M 0.1% -223 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: restricted; 2024Q4: 10,102 shares; 2025Q1: 12,106 shares; 2025Q2: 11,866 shares; 2025Q3: 11,906 shares; 2025Q4: 10,951 shares 10,951 $1.06M 0.1% -955 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: restricted; 2024Q4: 9,906 shares; 2025Q1: 9,066 shares; 2025Q2: 8,982 shares; 2025Q3: 9,125 shares; 2025Q4: 8,294 shares 8,294 $1.06M 0.09% -831 Timeline BNL BROADSTONE NET LEASE INC More: the full row for BROADSTONE NET LEASE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 77,822 shares; 2025Q1: 77,757 shares; 2025Q2: 63,807 shares; 2025Q3: 61,792 shares; 2025Q4: 60,412 shares 60,412 $1.05M 0.09% -1,380 Timeline ZFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 31,035 shares; 2025Q2: 41,543 shares; 2025Q3: 41,543 shares; 2025Q4: 41,142 shares 41,142 $1.04M 0.09% -401 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: restricted; 2024Q4: 8,377 shares; 2025Q1: 4,469 shares; 2025Q2: 5,036 shares; 2025Q3: 4,848 shares; 2025Q4: 4,212 shares 4,212 $1.04M 0.09% -636 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,217 shares; 2025Q1: 3,217 shares; 2025Q2: 3,217 shares; 2025Q3: 3,217 shares; 2025Q4: 3,219 shares 3,219 $1.04M 0.09% +2 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,056 shares; 2025Q1: 4,933 shares; 2025Q2: 4,842 shares; 2025Q3: 4,838 shares; 2025Q4: 5,538 shares 5,538 $1.03M 0.09% +700 Timeline VPL VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,366 shares; 2025Q1: 17,980 shares; 2025Q2: 12,260 shares; 2025Q3: 11,669 shares; 2025Q4: 11,279 shares 11,279 $1.02M 0.09% -390 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 757 shares; 2025Q1: 757 shares; 2025Q2: 757 shares; 2025Q3: 748 shares; 2025Q4: 1,796 shares 1,796 $1.02M 0.09% +1,048 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22,211 shares; 2025Q1: 21,435 shares; 2025Q2: 19,508 shares; 2025Q3: 18,855 shares; 2025Q4: 17,315 shares 17,315 $1.01M 0.09% -1,540 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: restricted; 2024Q4: 7,384 shares; 2025Q1: 8,359 shares; 2025Q2: 8,242 shares; 2025Q3: 8,261 shares; 2025Q4: 7,662 shares 7,662 $977K 0.09% -599 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,346 shares; 2025Q1: 5,333 shares; 2025Q2: 5,121 shares; 2025Q3: 4,868 shares; 2025Q4: 4,016 shares 4,016 $976K 0.09% -852 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,643 shares; 2025Q1: 9,104 shares; 2025Q2: 9,104 shares; 2025Q3: 8,836 shares; 2025Q4: 8,286 shares 8,286 $962K 0.09% -550 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,353 shares; 2025Q1: 14,333 shares; 2025Q2: 14,203 shares; 2025Q3: 14,177 shares; 2025Q4: 14,208 shares 14,208 $955K 0.09% +31 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,946 shares; 2025Q1: 4,754 shares; 2025Q2: 4,854 shares; 2025Q3: 4,370 shares; 2025Q4: 4,345 shares 4,345 $955K 0.09% -25 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,263 shares; 2025Q1: 4,737 shares; 2025Q2: 5,949 shares; 2025Q3: 5,950 shares; 2025Q4: 3,846 shares 3,846 $947K 0.08% -2,104 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,493 shares; 2025Q1: 18,942 shares; 2025Q2: 17,637 shares; 2025Q3: 15,815 shares; 2025Q4: 14,785 shares 14,785 $942K 0.08% -1,030 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 866 shares; 2025Q1: 838 shares; 2025Q2: 826 shares; 2025Q3: 836 shares; 2025Q4: 771 shares 771 $937K 0.08% -65 Timeline ZMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 33,297 shares; 2025Q2: 34,364 shares; 2025Q3: 33,980 shares; 2025Q4: 33,980 shares 33,980 $934K 0.08% 0 Timeline GRNB VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 35,021 shares; 2025Q1: 35,159 shares; 2025Q2: 37,116 shares; 2025Q3: 37,141 shares; 2025Q4: 38,231 shares 38,231 $930K 0.08% +1,090 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,749 shares; 2025Q1: 3,729 shares; 2025Q2: 3,729 shares; 2025Q3: 3,691 shares; 2025Q4: 3,584 shares 3,584 $921K 0.08% -107 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,442 shares; 2025Q1: 9,627 shares; 2025Q2: 8,853 shares; 2025Q3: 8,396 shares; 2025Q4: 7,957 shares 7,957 $898K 0.08% -439 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,022 shares; 2025Q1: 3,434 shares; 2025Q2: 3,197 shares; 2025Q3: 3,153 shares; 2025Q4: 3,047 shares 3,047 $895K 0.08% -106 Timeline ZOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 26,000 shares; 2025Q2: 26,000 shares; 2025Q3: 26,000 shares; 2025Q4: 33,100 shares 33,100 $888K 0.08% +7,100 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,064 shares; 2025Q1: 3,044 shares; 2025Q2: 3,044 shares; 2025Q3: 2,910 shares; 2025Q4: 1,669 shares 1,669 $872K 0.08% -1,241 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: restricted; 2024Q4: 10,906 shares; 2025Q1: 12,244 shares; 2025Q2: 12,684 shares; 2025Q3: 12,464 shares; 2025Q4: 11,648 shares 11,648 $858K 0.08% -816 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: restricted; 2024Q4: 42,377 shares; 2025Q1: 40,492 shares; 2025Q2: 35,618 shares; 2025Q3: 25,615 shares; 2025Q4: 23,215 shares 23,215 $857K 0.08% -2,400 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,678 shares; 2025Q1: 4,434 shares; 2025Q2: 4,416 shares; 2025Q3: 4,362 shares; 2025Q4: 4,033 shares 4,033 $854K 0.08% -329 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,162 shares; 2025Q1: 3,908 shares; 2025Q2: 5,174 shares; 2025Q3: 4,181 shares; 2025Q4: 3,876 shares 3,876 $841K 0.08% -305 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,236 shares; 2025Q1: 7,500 shares; 2025Q2: 7,201 shares; 2025Q3: 7,173 shares; 2025Q4: 6,554 shares 6,554 $825K 0.07% -619 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,531 shares; 2025Q1: 5,536 shares; 2025Q2: 5,436 shares; 2025Q3: 5,430 shares; 2025Q4: 5,126 shares 5,126 $822K 0.07% -304 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,073 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares 1,000 $809K 0.07% 0 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,075 shares; 2025Q1: 7,504 shares; 2025Q2: 9,711 shares; 2025Q3: 9,713 shares; 2025Q4: 9,549 shares 9,549 $804K 0.07% -164 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: restricted; 2024Q4: 20,067 shares; 2025Q1: 20,059 shares; 2025Q2: 27,820 shares; 2025Q3: 27,814 shares; 2025Q4: 19,632 shares 19,632 $789K 0.07% -8,182 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 6,794 shares; 2025Q2: 6,636 shares; 2025Q3: 6,632 shares; 2025Q4: 6,175 shares 6,175 $771K 0.07% -457 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,437 shares 3,437 $746K 0.07% new Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,064 shares; 2025Q1: 4,058 shares; 2025Q2: 4,046 shares; 2025Q3: 3,962 shares; 2025Q4: 3,840 shares 3,840 $745K 0.07% -122 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,056 shares; 2025Q3: 1,055 shares; 2025Q4: 1,043 shares 1,043 $706K 0.06% -12 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,076 shares; 2025Q1: 8,136 shares; 2025Q2: 8,136 shares; 2025Q3: 8,136 shares; 2025Q4: 7,579 shares 7,579 $701K 0.06% -557 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,637 shares; 2025Q1: 19,987 shares; 2025Q2: 19,306 shares; 2025Q3: 19,184 shares; 2025Q4: 19,184 shares 19,184 $695K 0.06% 0 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,038 shares; 2025Q1: 4,838 shares; 2025Q2: 4,838 shares; 2025Q3: 4,838 shares; 2025Q4: 4,838 shares 4,838 $682K 0.06% 0 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,912 shares; 2025Q1: 5,972 shares; 2025Q2: 5,872 shares; 2025Q3: 5,656 shares; 2025Q4: 5,514 shares 5,514 $677K 0.06% -142 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,439 shares; 2025Q1: 3,302 shares; 2025Q2: 3,286 shares; 2025Q3: 3,312 shares; 2025Q4: 3,287 shares 3,287 $675K 0.06% -25 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: restricted; 2024Q4: 14,063 shares; 2025Q1: 13,917 shares; 2025Q2: 16,917 shares; 2025Q3: 16,591 shares; 2025Q4: 14,236 shares 14,236 $662K 0.06% -2,355 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,682 shares; 2025Q1: 3,299 shares; 2025Q2: 2,477 shares; 2025Q3: 2,324 shares; 2025Q4: 1,993 shares 1,993 $658K 0.06% -331 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 71,529 shares; 2025Q1: 41,372 shares; 2025Q2: 32,811 shares; 2025Q3: 27,036 shares; 2025Q4: 21,803 shares 21,803 $652K 0.06% -5,233 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,349 shares; 2025Q1: 8,349 shares; 2025Q2: 7,481 shares; 2025Q3: 7,393 shares; 2025Q4: 7,393 shares 7,393 $617K 0.06% 0 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,834 shares; 2025Q4: 1,734 shares 1,734 $608K 0.05% -100 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,267 shares; 2025Q1: 5,267 shares; 2025Q2: 5,267 shares; 2025Q3: 5,398 shares; 2025Q4: 4,887 shares 4,887 $602K 0.05% -511 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,512 shares; 2025Q1: 6,979 shares; 2025Q2: 6,217 shares; 2025Q3: 6,171 shares; 2025Q4: 5,447 shares 5,447 $599K 0.05% -724 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,436 shares; 2025Q1: 15,528 shares; 2025Q2: 16,953 shares; 2025Q3: 13,758 shares; 2025Q4: 9,145 shares 9,145 $584K 0.05% -4,613 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: restricted; 2024Q4: 1,555 shares; 2025Q1: 1,555 shares; 2025Q2: 1,555 shares; 2025Q3: 1,555 shares; 2025Q4: 1,525 shares 1,525 $569K 0.05% -30 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,672 shares; 2025Q1: 3,556 shares; 2025Q2: 3,556 shares; 2025Q3: 3,556 shares; 2025Q4: 3,556 shares 3,556 $566K 0.05% 0 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,231 shares; 2025Q4: 1,196 shares 1,196 $562K 0.05% -35 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,383 shares; 2025Q1: 3,383 shares; 2025Q2: 3,383 shares; 2025Q3: 3,383 shares; 2025Q4: 3,891 shares 3,891 $558K 0.05% +508 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 25,165 shares; 2025Q1: 25,165 shares; 2025Q2: 26,815 shares; 2025Q3: 26,865 shares; 2025Q4: 14,759 shares 14,759 $546K 0.05% -12,106 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,210 shares; 2025Q1: 11,922 shares; 2025Q2: 9,596 shares; 2025Q3: 10,582 shares; 2025Q4: 10,747 shares 10,747 $544K 0.05% +165 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: restricted; 2024Q4: 9,357 shares; 2025Q1: 9,916 shares; 2025Q2: 8,616 shares; 2025Q3: 8,616 shares; 2025Q4: 8,516 shares 8,516 $543K 0.05% -100 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,314 shares; 2025Q1: 1,100 shares; 2025Q2: 1,173 shares; 2025Q3: 1,194 shares; 2025Q4: 1,194 shares 1,194 $537K 0.05% 0 Timeline ZNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,825 shares 19,825 $529K 0.05% new Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,906 shares; 2025Q1: 2,906 shares; 2025Q2: 2,906 shares; 2025Q3: 2,916 shares; 2025Q4: 2,916 shares 2,916 $525K 0.05% 0 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,892 shares; 2025Q1: 2,892 shares; 2025Q2: 2,892 shares; 2025Q3: 2,892 shares; 2025Q4: 2,896 shares 2,896 $525K 0.05% +4 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,953 shares; 2025Q1: 11,953 shares; 2025Q2: 22,057 shares; 2025Q3: 22,057 shares; 2025Q4: 12,844 shares 12,844 $515K 0.05% -9,213 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,312 shares; 2025Q1: 4,072 shares; 2025Q2: 3,947 shares; 2025Q3: 3,947 shares; 2025Q4: 3,947 shares 3,947 $509K 0.05% 0 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,950 shares; 2025Q2: 2,950 shares; 2025Q3: 2,950 shares; 2025Q4: 2,950 shares 2,950 $505K 0.05% 0 Timeline NUMG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,274 shares; 2025Q1: 7,472 shares; 2025Q2: 10,244 shares; 2025Q3: 10,155 shares; 2025Q4: 10,524 shares 10,524 $502K 0.05% +369 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: restricted; 2024Q4: 1,174 shares; 2025Q1: 1,469 shares; 2025Q2: 1,469 shares; 2025Q3: 1,469 shares; 2025Q4: 1,469 shares 1,469 $493K 0.04% 0 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,265 shares; 2025Q1: 6,078 shares; 2025Q2: 5,666 shares; 2025Q3: 3,590 shares; 2025Q4: 3,541 shares 3,541 $481K 0.04% -49 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,390 shares; 2025Q1: 2,386 shares; 2025Q2: 2,386 shares; 2025Q3: 2,415 shares; 2025Q4: 2,253 shares 2,253 $478K 0.04% -162 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: restricted; 2024Q4: 3,015 shares; 2025Q1: 3,015 shares; 2025Q2: 2,887 shares; 2025Q3: 2,887 shares; 2025Q4: 2,887 shares 2,887 $468K 0.04% 0 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,928 shares; 2025Q4: 4,861 shares 4,861 $463K 0.04% -67 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 687 shares; 2025Q4: 680 shares 680 $450K 0.04% -7 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,286 shares; 2025Q1: 2,236 shares; 2025Q2: 2,236 shares; 2025Q3: 2,236 shares; 2025Q4: 2,236 shares 2,236 $437K 0.04% 0 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,103 shares; 2025Q1: 3,989 shares; 2025Q2: 3,261 shares; 2025Q3: 3,108 shares; 2025Q4: 2,327 shares 2,327 $429K 0.04% -781 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,456 shares; 2025Q1: 4,664 shares; 2025Q2: 4,375 shares; 2025Q3: 4,360 shares; 2025Q4: 4,320 shares 4,320 $427K 0.04% -40 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,586 shares; 2025Q1: 2,550 shares; 2025Q2: 2,250 shares; 2025Q3: 2,253 shares; 2025Q4: 1,924 shares 1,924 $423K 0.04% -329 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,336 shares; 2025Q1: 2,241 shares; 2025Q2: 2,240 shares; 2025Q3: 1,806 shares; 2025Q4: 1,535 shares 1,535 $419K 0.04% -271 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,900 shares; 2025Q1: 18,282 shares; 2025Q2: 15,900 shares; 2025Q3: 15,900 shares; 2025Q4: 15,900 shares 15,900 $417K 0.04% 0 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 965 shares; 2025Q1: 962 shares; 2025Q2: 935 shares; 2025Q3: 923 shares; 2025Q4: 925 shares 925 $411K 0.04% +2 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,426 shares; 2025Q1: 4,426 shares; 2025Q2: 4,249 shares; 2025Q3: 4,249 shares; 2025Q4: 4,249 shares 4,249 $400K 0.04% 0 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,187 shares; 2025Q1: 5,390 shares; 2025Q2: 5,959 shares; 2025Q3: 5,296 shares; 2025Q4: 4,040 shares 4,040 $395K 0.04% -1,256 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,618 shares; 2025Q1: 1,267 shares; 2025Q2: 1,186 shares; 2025Q3: 1,177 shares; 2025Q4: 640 shares 640 $392K 0.04% -537 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,254 shares; 2025Q1: 7,389 shares; 2025Q2: 7,089 shares; 2025Q3: 6,994 shares; 2025Q4: 6,574 shares 6,574 $379K 0.03% -420 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,269 shares; 2025Q1: 2,998 shares; 2025Q2: 3,012 shares; 2025Q3: 3,012 shares; 2025Q4: 3,112 shares 3,112 $374K 0.03% +100 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,072 shares; 2025Q1: 2,072 shares; 2025Q2: 2,072 shares; 2025Q3: 2,072 shares; 2025Q4: 1,956 shares 1,956 $374K 0.03% -116 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,027 shares; 2025Q4: 2,221 shares 2,221 $362K 0.03% +194 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,475 shares; 2025Q1: 3,452 shares; 2025Q2: 3,270 shares; 2025Q3: 3,261 shares; 2025Q4: 3,133 shares 3,133 $360K 0.03% -128 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,259 shares; 2025Q1: 5,269 shares; 2025Q2: 5,805 shares; 2025Q3: 5,796 shares; 2025Q4: 5,242 shares 5,242 $352K 0.03% -554 Timeline GDXJ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares 3,000 $341K 0.03% 0 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares 2,000 $339K 0.03% 0 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,877 shares; 2025Q1: 4,836 shares; 2025Q2: 4,628 shares; 2025Q3: 4,534 shares; 2025Q4: 4,248 shares 4,248 $335K 0.03% -286 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,343 shares; 2025Q1: 3,150 shares; 2025Q2: 3,148 shares; 2025Q3: 3,148 shares; 2025Q4: 1,601 shares 1,601 $329K 0.03% -1,547 Timeline FQAL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,720 shares; 2025Q3: 4,296 shares; 2025Q4: 4,296 shares 4,296 $325K 0.03% 0 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,936 shares; 2025Q1: 9,936 shares; 2025Q2: 9,936 shares; 2025Q3: 9,936 shares; 2025Q4: 9,936 shares 9,936 $324K 0.03% 0 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,995 shares; 2025Q4: 3,952 shares 3,952 $323K 0.03% -43 Timeline PAYC PAYCOM SOFTWARE INC More: the full row for PAYCOM SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,676 shares; 2025Q1: 2,245 shares; 2025Q2: 2,226 shares; 2025Q3: 2,222 shares; 2025Q4: 2,012 shares 2,012 $321K 0.03% -210 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: restricted; 2024Q4: not reported; 2025Q1: 1,028 shares; 2025Q2: 1,114 shares; 2025Q3: 1,088 shares; 2025Q4: 1,212 shares 1,212 $318K 0.03% +124 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,574 shares; 2025Q1: 4,574 shares; 2025Q2: 4,519 shares; 2025Q3: 4,659 shares; 2025Q4: 4,421 shares 4,421 $316K 0.03% -238 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,252 shares; 2025Q1: 11,952 shares; 2025Q2: 11,939 shares; 2025Q3: 11,844 shares; 2025Q4: 11,854 shares 11,854 $314K 0.03% +10 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: restricted; 2024Q4: not reported; 2025Q1: 4,876 shares; 2025Q2: 7,076 shares; 2025Q3: 7,225 shares; 2025Q4: 7,076 shares 7,076 $308K 0.03% -149 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 960 shares; 2025Q3: 960 shares; 2025Q4: 960 shares 960 $302K 0.03% 0 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,853 shares; 2025Q2: 2,253 shares; 2025Q3: 3,003 shares; 2025Q4: 3,003 shares 3,003 $298K 0.03% 0 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,162 shares; 2025Q1: 5,962 shares; 2025Q2: 5,962 shares; 2025Q3: 6,093 shares; 2025Q4: 5,962 shares 5,962 $292K 0.03% -131 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,009 shares; 2025Q1: not reported; 2025Q2: 4,009 shares; 2025Q3: 3,409 shares; 2025Q4: 3,112 shares 3,112 $285K 0.03% -297 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: restricted; 2024Q4: 3,919 shares; 2025Q1: 3,919 shares; 2025Q2: 4,298 shares; 2025Q3: 4,347 shares; 2025Q4: 4,185 shares 4,185 $281K 0.03% -162 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,630 shares; 2025Q1: 3,630 shares; 2025Q2: 3,616 shares; 2025Q3: 3,616 shares; 2025Q4: 3,616 shares 3,616 $280K 0.03% 0 Timeline PIPR PIPER SANDLER COS More: the full row for PIPER SANDLER COS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 870 shares; 2025Q1: 862 shares; 2025Q2: 833 shares; 2025Q3: 832 shares; 2025Q4: 798 shares 798 $271K 0.02% -34 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,988 shares; 2025Q4: 3,874 shares 3,874 $268K 0.02% -114 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,942 shares; 2025Q1: 8,138 shares; 2025Q2: 8,138 shares; 2025Q3: 3,930 shares; 2025Q4: 3,922 shares 3,922 $267K 0.02% -8 Timeline TIPX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,950 shares; 2025Q1: 13,950 shares; 2025Q2: 13,950 shares; 2025Q3: 13,950 shares; 2025Q4: 13,950 shares 13,950 $266K 0.02% 0 Timeline TSEM TOWER SEMICONDUCTOR LTD More: the full row for TOWER SEMICONDUCTOR LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,209 shares 2,209 $259K 0.02% new Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 651 shares; 2025Q4: 646 shares 646 $256K 0.02% -5 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,924 shares; 2025Q1: 1,017 shares; 2025Q2: 1,017 shares; 2025Q3: 754 shares; 2025Q4: 2,679 shares 2,679 $251K 0.02% +1,925 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: restricted; 2024Q4: 8,003 shares; 2025Q1: 6,865 shares; 2025Q2: 4,682 shares; 2025Q3: 4,843 shares; 2025Q4: 4,638 shares 4,638 $247K 0.02% -205 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 429 shares; 2025Q2: 429 shares; 2025Q3: 505 shares; 2025Q4: 430 shares 430 $245K 0.02% -75 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 718 shares; 2025Q1: 718 shares; 2025Q2: 657 shares; 2025Q3: not reported; 2025Q4: 642 shares 642 $244K 0.02% new Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,286 shares; 2025Q1: 1,869 shares; 2025Q2: 1,869 shares; 2025Q3: 1,840 shares; 2025Q4: 1,840 shares 1,840 $240K 0.02% 0 Timeline NWE NORTHWESTERN ENERGY GROUP IN More: the full row for NORTHWESTERN ENERGY GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,141 shares; 2025Q1: 4,056 shares; 2025Q2: 3,964 shares; 2025Q3: 3,900 shares; 2025Q4: 3,702 shares 3,702 $239K 0.02% -198 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 729 shares; 2025Q1: not reported; 2025Q2: 560 shares; 2025Q3: 560 shares; 2025Q4: 560 shares 560 $236K 0.02% 0 Timeline ZDEK INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,723 shares 8,723 $225K 0.02% new Timeline STPZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,150 shares; 2025Q1: 4,150 shares; 2025Q2: 4,150 shares; 2025Q3: 4,150 shares; 2025Q4: 4,150 shares 4,150 $223K 0.02% 0 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 567 shares; 2025Q1: not reported; 2025Q2: 429 shares; 2025Q3: 246 shares; 2025Q4: 235 shares 235 $219K 0.02% -11 Timeline EHC ENCOMPASS HEALTH CORP More: the full row for ENCOMPASS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,120 shares; 2025Q3: 2,144 shares; 2025Q4: 2,062 shares 2,062 $219K 0.02% -82 Timeline MGY MAGNOLIA OIL & GAS CORP More: the full row for MAGNOLIA OIL & GAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,857 shares; 2025Q1: 10,663 shares; 2025Q2: 10,577 shares; 2025Q3: 10,536 shares; 2025Q4: 9,988 shares 9,988 $219K 0.02% -548 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: restricted; 2024Q4: 2,950 shares; 2025Q1: 2,890 shares; 2025Q2: not reported; 2025Q3: 3,065 shares; 2025Q4: 2,663 shares 2,663 $218K 0.02% -402 Timeline WBS WEBSTER FINL CORP More: the full row for WEBSTER FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,738 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,588 shares; 2025Q4: 3,451 shares 3,451 $217K 0.02% -137 Timeline OSIS OSI SYSTEMS INC More: the full row for OSI SYSTEMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 870 shares; 2025Q4: 841 shares 841 $215K 0.02% -29 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,512 shares; 2025Q1: 5,512 shares; 2025Q2: 4,750 shares; 2025Q3: not reported; 2025Q4: 4,183 shares 4,183 $212K 0.02% new Timeline GVA GRANITE CONSTR INC More: the full row for GRANITE CONSTR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,886 shares; 2025Q4: 1,839 shares 1,839 $212K 0.02% -47 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 509 shares; 2025Q4: 509 shares 509 $210K 0.02% 0 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 42,454 shares; 2025Q3: 42,394 shares; 2025Q4: 13,063 shares 13,063 $210K 0.02% -29,331 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,925 shares; 2025Q3: 2,922 shares; 2025Q4: 2,847 shares 2,847 $209K 0.02% -75 Timeline IPAC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,854 shares; 2025Q4: 2,854 shares 2,854 $209K 0.02% 0 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: restricted; 2024Q4: 12,800 shares; 2025Q1: 12,546 shares; 2025Q2: 21,478 shares; 2025Q3: 18,144 shares; 2025Q4: 8,851 shares 8,851 $207K 0.02% -9,293 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,371 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,014 shares; 2025Q4: 1,014 shares 1,014 $204K 0.02% 0 Timeline ONTO ONTO INNOVATION INC More: the full row for ONTO INNOVATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,640 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,277 shares 1,277 $202K 0.02% new Timeline HOS HORNBECK OFFSHORE SERVICES I More: the full row for HORNBECK OFFSHORE SERVICES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,755 shares; 2025Q1: 10,543 shares; 2025Q2: 10,873 shares; 2025Q3: 10,750 shares; 2025Q4: 10,388 shares 10,388 $65.1K 0.01% -362 Timeline OSUR ORASURE TECHNOLOGIES INC More: the full row for ORASURE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,745 shares; 2025Q1: 10,548 shares; 2025Q2: 12,331 shares; 2025Q3: 12,266 shares; 2025Q4: 11,599 shares 11,599 $28.1K <0.01% -667 Timeline