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: 158,025 shares; 2024Q4: 158,606 shares; 2025Q1: 149,050 shares; 2025Q2: 159,887 shares; 2025Q3: 167,763 shares; 2025Q4: 157,288 shares 157,288 $76.1M 5.38% -10,475 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: 660,846 shares; 2024Q4: 525,672 shares; 2025Q1: 571,705 shares; 2025Q2: 599,997 shares; 2025Q3: 598,309 shares; 2025Q4: 562,431 shares 562,431 $51.7M 3.66% -35,878 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 572,071 shares; 2024Q4: 575,309 shares; 2025Q1: 576,740 shares; 2025Q2: 586,633 shares; 2025Q3: 595,378 shares; 2025Q4: 293,353 shares 293,353 $50.1M 3.54% -302,025 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: 120,305 shares; 2024Q4: 118,549 shares; 2025Q1: 116,301 shares; 2025Q2: 134,456 shares; 2025Q3: 133,211 shares; 2025Q4: 136,679 shares 136,679 $47.9M 3.39% +3,468 Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 137,160 shares; 2025Q1: 144,802 shares; 2025Q2: 135,728 shares; 2025Q3: 135,738 shares; 2025Q4: 130,190 shares 130,190 $42.8M 3.03% -5,548 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 227,493 shares; 2024Q4: 273,159 shares; 2025Q1: 324,325 shares; 2025Q2: 331,662 shares; 2025Q3: 330,862 shares; 2025Q4: 310,471 shares 310,471 $41.1M 2.91% -20,391 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: 197,197 shares; 2024Q4: 321,220 shares; 2025Q1: 325,520 shares; 2025Q2: 329,181 shares; 2025Q3: 335,841 shares; 2025Q4: 322,225 shares 322,225 $40.4M 2.86% -13,616 Timeline RBA RB GLOBAL INC More: the full row for RB GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 678,868 shares; 2024Q4: 681,212 shares; 2025Q1: 677,719 shares; 2025Q2: 689,600 shares; 2025Q3: 708,463 shares; 2025Q4: 332,419 shares 332,419 $34.3M 2.42% -376,044 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: not reported; 2024Q4: not reported; 2025Q1: 161,793 shares; 2025Q2: 165,234 shares; 2025Q3: 212,766 shares; 2025Q4: 174,535 shares 174,535 $32.6M 2.3% -38,231 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: 106,655 shares; 2024Q4: 107,243 shares; 2025Q1: 105,633 shares; 2025Q2: 127,005 shares; 2025Q3: 139,273 shares; 2025Q4: 127,902 shares 127,902 $31.1M 2.2% -11,371 Timeline FTS FORTIS INC More: the full row for FORTIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 932,266 shares; 2024Q4: 930,325 shares; 2025Q1: 917,901 shares; 2025Q2: 937,252 shares; 2025Q3: 963,061 shares; 2025Q4: 537,541 shares 537,541 $28M 1.98% -425,520 Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 412,057 shares; 2024Q4: 448,789 shares; 2025Q1: 443,822 shares; 2025Q2: 453,232 shares; 2025Q3: 508,370 shares; 2025Q4: 304,082 shares 304,082 $27.6M 1.95% -204,288 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: 98,214 shares; 2024Q4: 97,247 shares; 2025Q1: 100,543 shares; 2025Q2: 92,869 shares; 2025Q3: 91,912 shares; 2025Q4: 85,015 shares 85,015 $27.4M 1.94% -6,897 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: 12,689 shares; 2024Q4: 15,563 shares; 2025Q1: 15,659 shares; 2025Q2: 21,135 shares; 2025Q3: 26,726 shares; 2025Q4: 25,133 shares 25,133 $27M 1.91% -1,593 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: 368,941 shares; 2024Q4: 388,919 shares; 2025Q1: 391,333 shares; 2025Q2: 399,269 shares; 2025Q3: 450,643 shares; 2025Q4: 267,907 shares 267,907 $26.5M 1.88% -182,736 Timeline QSR RESTAURANT BRANDS INTL INC More: the full row for RESTAURANT BRANDS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 527,473 shares; 2024Q4: 555,574 shares; 2025Q1: 654,957 shares; 2025Q2: 669,683 shares; 2025Q3: 688,129 shares; 2025Q4: 386,561 shares 386,561 $26.4M 1.87% -301,568 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: 86,445 shares; 2024Q4: 87,114 shares; 2025Q1: 70,193 shares; 2025Q2: 88,167 shares; 2025Q3: 87,685 shares; 2025Q4: 79,769 shares 79,769 $24.7M 1.75% -7,916 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 241,051 shares; 2024Q4: 190,789 shares; 2025Q1: 276,943 shares; 2025Q2: 322,658 shares; 2025Q3: 346,729 shares; 2025Q4: 341,790 shares 341,790 $23.9M 1.69% -4,939 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: 237,656 shares; 2024Q4: 235,804 shares; 2025Q1: 289,647 shares; 2025Q2: 329,060 shares; 2025Q3: 314,644 shares; 2025Q4: 301,187 shares 301,187 $23.8M 1.68% -13,457 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 189,479 shares; 2024Q4: 146,845 shares; 2025Q1: 197,795 shares; 2025Q2: 200,914 shares; 2025Q3: 206,513 shares; 2025Q4: 202,967 shares 202,967 $21.4M 1.51% -3,546 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: 78,395 shares; 2024Q4: 82,471 shares; 2025Q1: 80,110 shares; 2025Q2: 78,574 shares; 2025Q3: 78,124 shares; 2025Q4: 77,102 shares 77,102 $21M 1.48% -1,022 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 546,635 shares; 2024Q4: 537,024 shares; 2025Q1: 538,161 shares; 2025Q2: 548,715 shares; 2025Q3: 566,193 shares; 2025Q4: 201,604 shares 201,604 $19M 1.35% -364,589 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,989 shares; 2024Q4: 9,987 shares; 2025Q1: 10,050 shares; 2025Q2: 10,248 shares; 2025Q3: 10,311 shares; 2025Q4: 9,319 shares 9,319 $18.8M 1.33% -992 Timeline OTEX OPEN TEXT CORP More: the full row for OPEN TEXT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 917,905 shares; 2024Q4: 893,824 shares; 2025Q1: 912,578 shares; 2025Q2: 931,450 shares; 2025Q3: 973,317 shares; 2025Q4: 557,011 shares 557,011 $18.2M 1.28% -416,306 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: 3,705 shares; 2024Q4: 83,302 shares; 2025Q1: 85,482 shares; 2025Q2: 100,561 shares; 2025Q3: 84,551 shares; 2025Q4: 78,235 shares 78,235 $18.1M 1.28% -6,316 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,318 shares; 2024Q4: 88,501 shares; 2025Q1: 106,052 shares; 2025Q2: 108,906 shares; 2025Q3: 82,859 shares; 2025Q4: 70,967 shares 70,967 $17.8M 1.26% -11,892 Timeline AQN ALGONQUIN POWER & UTILITIES More: the full row for ALGONQUIN POWER & UTILITIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,500,011 shares; 2024Q4: 2,493,771 shares; 2025Q1: 2,539,346 shares; 2025Q2: 3,178,346 shares; 2025Q3: 3,253,612 shares; 2025Q4: 2,487,838 shares 2,487,838 $15.3M 1.08% -765,774 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 78,090 shares; 2025Q1: 78,090 shares; 2025Q2: 78,090 shares; 2025Q3: 78,090 shares; 2025Q4: 78,090 shares 78,090 $15M 1.06% 0 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 489,507 shares; 2024Q4: 494,733 shares; 2025Q1: 482,482 shares; 2025Q2: 496,570 shares; 2025Q3: 486,143 shares; 2025Q4: 410,817 shares 410,817 $14.9M 1.06% -75,326 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,749 shares; 2025Q3: 32,061 shares; 2025Q4: 38,838 shares 38,838 $14.9M 1.05% +6,777 Timeline PXH INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 422,740 shares; 2024Q4: 475,838 shares; 2025Q1: 518,521 shares; 2025Q2: 550,560 shares; 2025Q3: 573,516 shares; 2025Q4: 569,521 shares 569,521 $14.7M 1.04% -3,995 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 373 shares; 2025Q2: 17,076 shares; 2025Q3: 17,551 shares; 2025Q4: 13,632 shares 13,632 $14.6M 1.03% -3,919 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: 158,308 shares; 2024Q4: 153,310 shares; 2025Q1: 152,816 shares; 2025Q2: 156,247 shares; 2025Q3: 157,455 shares; 2025Q4: 149,129 shares 149,129 $14M 0.99% -8,326 Timeline GIB CGI INC More: the full row for CGI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 302,564 shares; 2024Q4: 302,347 shares; 2025Q1: 318,390 shares; 2025Q2: 358,422 shares; 2025Q3: 416,802 shares; 2025Q4: 148,332 shares 148,332 $13.7M 0.97% -268,470 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: 171,442 shares; 2024Q4: 224,039 shares; 2025Q1: 271,719 shares; 2025Q2: 184,115 shares; 2025Q3: 182,007 shares; 2025Q4: 163,206 shares 163,206 $13.3M 0.94% -18,801 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: 116,318 shares; 2024Q4: 115,405 shares; 2025Q1: 116,314 shares; 2025Q2: 119,049 shares; 2025Q3: 118,375 shares; 2025Q4: 101,862 shares 101,862 $12.8M 0.91% -16,513 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111,663 shares; 2024Q4: 111,827 shares; 2025Q1: 132,651 shares; 2025Q2: 136,991 shares; 2025Q3: 163,675 shares; 2025Q4: 67,753 shares 67,753 $11.9M 0.84% -95,922 Timeline BNS BANK NOVA SCOTIA B C More: the full row for BANK NOVA SCOTIA B C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 173,071 shares; 2024Q4: 172,986 shares; 2025Q1: 173,390 shares; 2025Q2: 176,053 shares; 2025Q3: 175,152 shares; 2025Q4: 144,976 shares 144,976 $10.7M 0.76% -30,176 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: 77,369 shares; 2024Q4: 78,740 shares; 2025Q1: 76,747 shares; 2025Q2: 77,266 shares; 2025Q3: 77,275 shares; 2025Q4: 73,051 shares 73,051 $10.5M 0.74% -4,224 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: 137,945 shares; 2024Q4: 228,015 shares; 2025Q1: 203,136 shares; 2025Q2: 36,082 shares; 2025Q3: 34,906 shares; 2025Q4: 33,314 shares 33,314 $10.4M 0.74% -1,592 Timeline STGW STAGWELL INC More: the full row for STAGWELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,039,680 shares; 2024Q4: 2,039,680 shares; 2025Q1: 2,039,680 shares; 2025Q2: 2,039,680 shares; 2025Q3: 2,039,680 shares; 2025Q4: 2,039,680 shares 2,039,680 $9.97M 0.71% 0 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 129,203 shares; 2024Q4: 123,885 shares; 2025Q1: 120,005 shares; 2025Q2: 119,603 shares; 2025Q3: 120,151 shares; 2025Q4: 120,431 shares 120,431 $9.64M 0.68% +280 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: 26,477 shares; 2024Q4: 25,036 shares; 2025Q1: 22,331 shares; 2025Q2: 22,142 shares; 2025Q3: 22,087 shares; 2025Q4: 21,343 shares 21,343 $9.6M 0.68% -744 Timeline PBA PEMBINA PIPELINE CORP More: the full row for PEMBINA PIPELINE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 251,518 shares; 2024Q4: 253,715 shares; 2025Q1: 243,435 shares; 2025Q2: 246,497 shares; 2025Q3: 247,244 shares; 2025Q4: 249,275 shares 249,275 $9.51M 0.67% +2,031 Timeline GNTX GENTEX CORP More: the full row for GENTEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 411,232 shares; 2025Q1: 520,131 shares; 2025Q2: 396,452 shares; 2025Q3: 450,780 shares; 2025Q4: 401,190 shares 401,190 $9.34M 0.66% -49,590 Timeline BGSI BOYD GROUP SERVICES INC More: the full row for BOYD GROUP SERVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 56,718 shares 56,718 $9.05M 0.64% new Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 152,847 shares; 2024Q4: 150,599 shares; 2025Q1: 150,998 shares; 2025Q2: 153,973 shares; 2025Q3: 209,780 shares; 2025Q4: 113,864 shares 113,864 $8.39M 0.59% -95,916 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,036 shares; 2024Q4: not reported; 2025Q1: 28,528 shares; 2025Q2: 28,456 shares; 2025Q3: 27,613 shares; 2025Q4: 26,256 shares 26,256 $8.24M 0.58% -1,357 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: 10 shares; 2024Q4: 10,152 shares; 2025Q1: 10 shares; 2025Q2: 10 shares; 2025Q3: 10 shares; 2025Q4: 10 shares 10 $7.55M 0.53% 0 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: 33,060 shares; 2024Q4: 33,060 shares; 2025Q1: 31,355 shares; 2025Q2: 31,355 shares; 2025Q3: 31,355 shares; 2025Q4: 31,400 shares 31,400 $6.9M 0.49% +45 Timeline GRTUF GRANITE REAL ESTATE INVESTME More: the full row for GRANITE REAL ESTATE INVESTME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 203,035 shares; 2025Q1: 196,969 shares; 2025Q2: 197,396 shares; 2025Q3: 117,469 shares; 2025Q4: 115,424 shares 115,424 $6.88M 0.49% -2,045 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: 75,000 shares; 2024Q4: 75,000 shares; 2025Q1: 75,000 shares; 2025Q2: 75,000 shares; 2025Q3: 75,000 shares; 2025Q4: 75,000 shares 75,000 $6.88M 0.49% 0 Timeline CIGI COLLIERS INTL GROUP INC More: the full row for COLLIERS INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 128,068 shares; 2024Q4: 127,811 shares; 2025Q1: 127,524 shares; 2025Q2: 129,280 shares; 2025Q3: 134,127 shares; 2025Q4: 44,176 shares 44,176 $6.5M 0.46% -89,951 Timeline TRI THOMSON REUTERS CORP More: the full row for THOMSON REUTERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125,526 shares; 2024Q4: 125,658 shares; 2025Q1: 125,969 shares; 2025Q2: 129,042 shares; 2025Q3: 133,790 shares; 2025Q4: 48,285 shares 48,285 $6.38M 0.45% -85,505 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: 24,714 shares; 2024Q4: 21,222 shares; 2025Q1: 21,181 shares; 2025Q2: 22,406 shares; 2025Q3: 22,378 shares; 2025Q4: 26,714 shares 26,714 $6.17M 0.44% +4,336 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,546 shares; 2024Q4: 101,546 shares; 2025Q1: 101,546 shares; 2025Q2: 101,546 shares; 2025Q3: 101,546 shares; 2025Q4: 98,204 shares 98,204 $6.13M 0.43% -3,342 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,906 shares; 2024Q4: 9,906 shares; 2025Q1: 9,906 shares; 2025Q2: 9,906 shares; 2025Q3: 9,772 shares; 2025Q4: 9,759 shares 9,759 $6.12M 0.43% -13 Timeline STN STANTEC INC More: the full row for STANTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 163,807 shares; 2024Q4: 161,899 shares; 2025Q1: 159,922 shares; 2025Q2: 161,848 shares; 2025Q3: 155,530 shares; 2025Q4: 63,212 shares 63,212 $5.97M 0.42% -92,318 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: 42,721 shares; 2024Q4: 45,829 shares; 2025Q1: 45,551 shares; 2025Q2: 46,469 shares; 2025Q3: 47,722 shares; 2025Q4: 48,194 shares 48,194 $5.8M 0.41% +472 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,165 shares; 2024Q4: 22,165 shares; 2025Q1: 21,565 shares; 2025Q2: 21,832 shares; 2025Q3: 21,309 shares; 2025Q4: 20,042 shares 20,042 $5.72M 0.4% -1,267 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 220,407 shares; 2024Q4: 217,165 shares; 2025Q1: 153,079 shares; 2025Q2: 153,713 shares; 2025Q3: 152,604 shares; 2025Q4: 167,451 shares 167,451 $5.68M 0.4% +14,847 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,562 shares; 2024Q4: 59,177 shares; 2025Q1: 57,253 shares; 2025Q2: 69,633 shares; 2025Q3: 60,327 shares; 2025Q4: 71,157 shares 71,157 $5.5M 0.39% +10,830 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121,330 shares; 2024Q4: 119,893 shares; 2025Q1: 115,905 shares; 2025Q2: 115,656 shares; 2025Q3: 115,480 shares; 2025Q4: 117,039 shares 117,039 $5.49M 0.39% +1,559 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: 9,418 shares; 2024Q4: not reported; 2025Q1: 9,775 shares; 2025Q2: 10,446 shares; 2025Q3: 10,299 shares; 2025Q4: 10,031 shares 10,031 $5.04M 0.36% -268 Timeline TFII TFI INTERNATIONAL INC More: the full row for TFI INTERNATIONAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 46,270 shares 46,270 $4.79M 0.34% new Timeline DSGX DESCARTES SYS GROUP INC More: the full row for DESCARTES SYS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,204 shares; 2024Q4: 107,468 shares; 2025Q1: 107,911 shares; 2025Q2: 142,322 shares; 2025Q3: 147,860 shares; 2025Q4: 54,048 shares 54,048 $4.75M 0.34% -93,812 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: 22,572 shares; 2024Q4: 23,401 shares; 2025Q1: 24,302 shares; 2025Q2: 25,796 shares; 2025Q3: 27,768 shares; 2025Q4: 28,993 shares 28,993 $4.42M 0.31% +1,225 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,831 shares; 2024Q4: 260,493 shares; 2025Q1: 264,213 shares; 2025Q2: 230,749 shares; 2025Q3: 181,293 shares; 2025Q4: 155,097 shares 155,097 $4.22M 0.3% -26,196 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: 6,817 shares; 2024Q4: 6,568 shares; 2025Q1: 6,135 shares; 2025Q2: 6,169 shares; 2025Q3: 5,803 shares; 2025Q4: 5,805 shares 5,805 $3.83M 0.27% +2 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 450,689 shares; 2025Q4: 364,453 shares 364,453 $3.68M 0.26% -86,236 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: 90,482 shares; 2024Q4: 86,134 shares; 2025Q1: 81,942 shares; 2025Q2: 76,470 shares; 2025Q3: 67,043 shares; 2025Q4: 65,463 shares 65,463 $3.6M 0.25% -1,580 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: 5,096 shares; 2024Q4: 5,096 shares; 2025Q1: 5,096 shares; 2025Q2: 5,009 shares; 2025Q3: 5,009 shares; 2025Q4: 5,009 shares 5,009 $3.43M 0.24% 0 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: 49,981 shares; 2024Q4: 44,634 shares; 2025Q1: 41,017 shares; 2025Q2: 38,560 shares; 2025Q3: 35,270 shares; 2025Q4: 33,993 shares 33,993 $3.17M 0.22% -1,277 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: 76,718 shares; 2024Q4: 90,923 shares; 2025Q1: 99,235 shares; 2025Q2: 104,224 shares; 2025Q3: 95,167 shares; 2025Q4: 84,315 shares 84,315 $3.11M 0.22% -10,852 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: 4,804 shares; 2024Q4: 5,013 shares; 2025Q1: 5,393 shares; 2025Q2: 6,511 shares; 2025Q3: 7,914 shares; 2025Q4: 9,192 shares 9,192 $3.03M 0.21% +1,278 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: 15,898 shares; 2024Q4: 16,338 shares; 2025Q1: 16,070 shares; 2025Q2: 15,696 shares; 2025Q3: 15,518 shares; 2025Q4: 14,583 shares 14,583 $3.02M 0.21% -935 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: 38,663 shares; 2024Q4: 36,307 shares; 2025Q1: 31,910 shares; 2025Q2: 29,109 shares; 2025Q3: 27,869 shares; 2025Q4: 27,085 shares 27,085 $3.02M 0.21% -784 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 248,971 shares; 2024Q4: 233,896 shares; 2025Q1: 237,194 shares; 2025Q2: 60,021 shares; 2025Q3: 58,693 shares; 2025Q4: 21,295 shares 21,295 $2.77M 0.2% -37,398 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: 67,395 shares; 2024Q4: 67,706 shares; 2025Q1: 67,706 shares; 2025Q2: 66,118 shares; 2025Q3: 66,118 shares; 2025Q4: 67,973 shares 67,973 $2.77M 0.2% +1,855 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: 29,602 shares; 2024Q4: 31,943 shares; 2025Q1: 34,563 shares; 2025Q2: 34,883 shares; 2025Q3: 34,883 shares; 2025Q4: 34,098 shares 34,098 $2.71M 0.19% -785 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: 37,188 shares; 2024Q4: 33,501 shares; 2025Q1: 30,469 shares; 2025Q2: 28,539 shares; 2025Q3: 25,258 shares; 2025Q4: 22,496 shares 22,496 $2.63M 0.19% -2,762 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: 133,243 shares; 2024Q4: 123,678 shares; 2025Q1: 114,602 shares; 2025Q2: 103,942 shares; 2025Q3: 98,192 shares; 2025Q4: 97,317 shares 97,317 $2.42M 0.17% -875 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: 35,939 shares; 2024Q4: 35,619 shares; 2025Q1: 32,824 shares; 2025Q2: 29,861 shares; 2025Q3: 24,878 shares; 2025Q4: 29,177 shares 29,177 $2.34M 0.17% +4,299 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,231 shares; 2024Q4: 27,956 shares; 2025Q1: 27,956 shares; 2025Q2: 28,302 shares; 2025Q3: 28,302 shares; 2025Q4: 28,525 shares 28,525 $2.32M 0.16% +223 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: 13,299 shares; 2024Q4: 13,299 shares; 2025Q1: 13,299 shares; 2025Q2: 13,299 shares; 2025Q3: 13,299 shares; 2025Q4: 13,299 shares 13,299 $2.26M 0.16% 0 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: 66,572 shares; 2024Q4: 59,490 shares; 2025Q1: 51,966 shares; 2025Q2: 51,989 shares; 2025Q3: 50,734 shares; 2025Q4: 46,095 shares 46,095 $2.21M 0.16% -4,639 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: 9,218 shares; 2024Q4: 8,817 shares; 2025Q1: 8,455 shares; 2025Q2: 8,018 shares; 2025Q3: 7,881 shares; 2025Q4: 7,329 shares 7,329 $2.17M 0.15% -552 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: 36,323 shares; 2024Q4: 36,323 shares; 2025Q1: 34,346 shares; 2025Q2: 31,285 shares; 2025Q3: 29,088 shares; 2025Q4: 27,012 shares 27,012 $2.08M 0.15% -2,076 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,123 shares; 2024Q4: 22,794 shares; 2025Q1: 24,719 shares; 2025Q2: 23,965 shares; 2025Q3: 18,882 shares; 2025Q4: 15,122 shares 15,122 $2.04M 0.14% -3,760 Timeline PXF INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,466 shares; 2024Q4: 31,381 shares; 2025Q1: 31,116 shares; 2025Q2: 31,072 shares; 2025Q3: 29,752 shares; 2025Q4: 30,279 shares 30,279 $1.98M 0.14% +527 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: not reported; 2024Q4: not reported; 2025Q1: 36,433 shares; 2025Q2: 53,126 shares; 2025Q3: 52,968 shares; 2025Q4: 29,053 shares 29,053 $1.98M 0.14% -23,915 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: 20,419 shares; 2024Q4: 24,508 shares; 2025Q1: 26,127 shares; 2025Q2: 28,032 shares; 2025Q3: 22,570 shares; 2025Q4: 14,947 shares 14,947 $1.95M 0.14% -7,623 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: 65,951 shares; 2024Q4: 74,980 shares; 2025Q1: 74,404 shares; 2025Q2: 76,777 shares; 2025Q3: 78,767 shares; 2025Q4: 77,953 shares 77,953 $1.94M 0.14% -814 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: 63,719 shares; 2024Q4: 66,067 shares; 2025Q1: 68,807 shares; 2025Q2: 70,670 shares; 2025Q3: 74,225 shares; 2025Q4: 64,571 shares 64,571 $1.93M 0.14% -9,654 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: 2,108 shares; 2024Q4: 1,994 shares; 2025Q1: 1,962 shares; 2025Q2: 2,044 shares; 2025Q3: 2,094 shares; 2025Q4: 2,197 shares 2,197 $1.89M 0.13% +103 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: 18,297 shares; 2024Q4: 18,297 shares; 2025Q1: 18,297 shares; 2025Q2: 18,297 shares; 2025Q3: 18,028 shares; 2025Q4: 18,028 shares 18,028 $1.8M 0.13% 0 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,529 shares; 2024Q4: 11,314 shares; 2025Q1: 12,880 shares; 2025Q2: 15,071 shares; 2025Q3: 16,753 shares; 2025Q4: 17,060 shares 17,060 $1.8M 0.13% +307 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: 4,892 shares; 2024Q4: 4,777 shares; 2025Q1: 4,825 shares; 2025Q2: 4,703 shares; 2025Q3: 4,703 shares; 2025Q4: 5,051 shares 5,051 $1.74M 0.12% +348 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,423 shares; 2024Q4: 6,019 shares; 2025Q1: 5,686 shares; 2025Q2: 10,561 shares; 2025Q3: 7,161 shares; 2025Q4: 7,087 shares 7,087 $1.72M 0.12% -74 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: 6,981 shares; 2024Q4: 7,194 shares; 2025Q1: 7,299 shares; 2025Q2: 7,430 shares; 2025Q3: 7,677 shares; 2025Q4: 7,483 shares 7,483 $1.71M 0.12% -194 Timeline SLF SUN LIFE FINANCIAL INC. More: the full row for SUN LIFE FINANCIAL INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,800 shares; 2024Q4: 26,384 shares; 2025Q1: 26,700 shares; 2025Q2: 27,066 shares; 2025Q3: 28,317 shares; 2025Q4: 26,589 shares 26,589 $1.66M 0.12% -1,728 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: 40,303 shares; 2024Q4: 40,303 shares; 2025Q1: 40,303 shares; 2025Q2: 37,900 shares; 2025Q3: 37,900 shares; 2025Q4: 36,535 shares 36,535 $1.65M 0.12% -1,365 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: 4,155 shares; 2024Q4: 4,155 shares; 2025Q1: 4,755 shares; 2025Q2: 4,755 shares; 2025Q3: 4,755 shares; 2025Q4: 4,750 shares 4,750 $1.59M 0.11% -5 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: 2,449 shares; 2024Q4: 2,339 shares; 2025Q1: 2,150 shares; 2025Q2: 2,171 shares; 2025Q3: 1,854 shares; 2025Q4: 1,789 shares 1,789 $1.57M 0.11% -65 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: 7,431 shares; 2024Q4: 6,658 shares; 2025Q1: 6,176 shares; 2025Q2: 5,670 shares; 2025Q3: 5,173 shares; 2025Q4: 4,434 shares 4,434 $1.53M 0.11% -739 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: 19,847 shares; 2024Q4: 20,980 shares; 2025Q1: 21,820 shares; 2025Q2: 22,486 shares; 2025Q3: 24,446 shares; 2025Q4: 27,146 shares 27,146 $1.46M 0.1% +2,700 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,927 shares; 2024Q4: 72,121 shares; 2025Q1: 87,461 shares; 2025Q2: 98,426 shares; 2025Q3: 106,008 shares; 2025Q4: 110,995 shares 110,995 $1.46M 0.1% +4,987 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,591 shares; 2024Q4: 7,134 shares; 2025Q1: 7,680 shares; 2025Q2: 8,487 shares; 2025Q3: 8,917 shares; 2025Q4: 8,917 shares 8,917 $1.45M 0.1% 0 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,046 shares; 2024Q4: 5,046 shares; 2025Q1: 5,362 shares; 2025Q2: 5,432 shares; 2025Q3: 5,432 shares; 2025Q4: 5,421 shares 5,421 $1.4M 0.1% -11 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: 3,394 shares; 2024Q4: 3,595 shares; 2025Q1: 3,963 shares; 2025Q2: 4,189 shares; 2025Q3: 4,607 shares; 2025Q4: 5,069 shares 5,069 $1.4M 0.1% +462 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,101 shares; 2024Q4: 6,923 shares; 2025Q1: 7,577 shares; 2025Q2: 8,099 shares; 2025Q3: 8,556 shares; 2025Q4: 8,556 shares 8,556 $1.39M 0.1% 0 Timeline URTH ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,408 shares 7,408 $1.38M 0.1% new 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: 7,662 shares; 2024Q4: 7,974 shares; 2025Q1: 7,474 shares; 2025Q2: 7,497 shares; 2025Q3: 7,497 shares; 2025Q4: 7,313 shares 7,313 $1.34M 0.09% -184 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: 2,471 shares; 2024Q4: 2,329 shares; 2025Q1: 2,396 shares; 2025Q2: 2,462 shares; 2025Q3: 2,462 shares; 2025Q4: 2,341 shares 2,341 $1.34M 0.09% -121 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: 6,863 shares; 2024Q4: 7,257 shares; 2025Q1: 7,600 shares; 2025Q2: 8,297 shares; 2025Q3: 8,825 shares; 2025Q4: 9,190 shares 9,190 $1.32M 0.09% +365 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: 2,060 shares; 2024Q4: 2,297 shares; 2025Q1: 2,585 shares; 2025Q2: 2,871 shares; 2025Q3: 3,394 shares; 2025Q4: 3,666 shares 3,666 $1.29M 0.09% +272 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,688 shares; 2024Q4: 21,651 shares; 2025Q1: 28,792 shares; 2025Q2: 37,010 shares; 2025Q3: 42,772 shares; 2025Q4: 43,900 shares 43,900 $1.27M 0.09% +1,128 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,842 shares; 2024Q4: 3,547 shares; 2025Q1: 3,468 shares; 2025Q2: 3,981 shares; 2025Q3: 3,965 shares; 2025Q4: 3,965 shares 3,965 $1.2M 0.09% 0 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,796 shares; 2024Q4: 15,678 shares; 2025Q1: 15,678 shares; 2025Q2: 15,678 shares; 2025Q3: 15,678 shares; 2025Q4: 14,821 shares 14,821 $1.2M 0.08% -857 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,955 shares; 2025Q2: 10,655 shares; 2025Q3: 10,649 shares; 2025Q4: 10,449 shares 10,449 $1.15M 0.08% -200 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: 8,155 shares; 2024Q4: 7,828 shares; 2025Q1: 7,237 shares; 2025Q2: 6,961 shares; 2025Q3: 6,484 shares; 2025Q4: 6,281 shares 6,281 $1.12M 0.08% -203 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: 3,956 shares; 2024Q4: 67,702 shares; 2025Q1: 60,428 shares; 2025Q2: 62,100 shares; 2025Q3: 6,076 shares; 2025Q4: 4,588 shares 4,588 $1.11M 0.08% -1,488 Timeline EMA EMERA INC More: the full row for EMERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,845 shares; 2025Q3: 22,845 shares; 2025Q4: 21,895 shares 21,895 $1.08M 0.08% -950 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,233 shares; 2024Q4: 6,571 shares; 2025Q1: 7,084 shares; 2025Q2: 7,712 shares; 2025Q3: 8,103 shares; 2025Q4: 8,340 shares 8,340 $1.08M 0.08% +237 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,143 shares; 2024Q4: 3,143 shares; 2025Q1: 3,143 shares; 2025Q2: 3,242 shares; 2025Q3: 3,380 shares; 2025Q4: 3,287 shares 3,287 $1.08M 0.08% -93 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: 9,322 shares; 2024Q4: 9,322 shares; 2025Q1: 9,571 shares; 2025Q2: 9,353 shares; 2025Q3: 8,931 shares; 2025Q4: 9,430 shares 9,430 $1.07M 0.08% +499 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: 2,213 shares; 2024Q4: 2,223 shares; 2025Q1: 2,155 shares; 2025Q2: 2,048 shares; 2025Q3: 2,164 shares; 2025Q4: 2,168 shares 2,168 $1.05M 0.07% +4 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,215 shares; 2025Q3: 2,645 shares; 2025Q4: 7,205 shares 7,205 $1.02M 0.07% +4,560 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: 2,041 shares; 2024Q4: 2,105 shares; 2025Q1: 2,105 shares; 2025Q2: 2,053 shares; 2025Q3: 2,053 shares; 2025Q4: 2,119 shares 2,119 $987K 0.07% +66 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,125 shares; 2024Q4: 11,530 shares; 2025Q1: 11,204 shares; 2025Q2: 10,887 shares; 2025Q3: 10,664 shares; 2025Q4: 9,823 shares 9,823 $981K 0.07% -841 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: 13,748 shares; 2024Q4: 13,949 shares; 2025Q1: 13,949 shares; 2025Q2: 13,493 shares; 2025Q3: 14,005 shares; 2025Q4: 14,005 shares 14,005 $979K 0.07% 0 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: 5,811 shares; 2024Q4: 6,077 shares; 2025Q1: 5,815 shares; 2025Q2: 6,057 shares; 2025Q3: 6,057 shares; 2025Q4: 5,660 shares 5,660 $968K 0.07% -397 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,729 shares; 2024Q4: 6,729 shares; 2025Q1: 6,497 shares; 2025Q2: 6,581 shares; 2025Q3: 6,496 shares; 2025Q4: 11,217 shares 11,217 $962K 0.07% +4,721 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: 10,980 shares; 2024Q4: 10,673 shares; 2025Q1: 9,710 shares; 2025Q2: 8,660 shares; 2025Q3: 8,205 shares; 2025Q4: 5,975 shares 5,975 $958K 0.07% -2,230 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: 1,275 shares; 2024Q4: 1,313 shares; 2025Q1: 1,369 shares; 2025Q2: 1,560 shares; 2025Q3: 1,693 shares; 2025Q4: 1,650 shares 1,650 $956K 0.07% -43 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: 5,375 shares; 2024Q4: 6,121 shares; 2025Q1: 6,725 shares; 2025Q2: 7,538 shares; 2025Q3: 8,590 shares; 2025Q4: 9,532 shares 9,532 $945K 0.07% +942 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: 3,182 shares; 2024Q4: 3,259 shares; 2025Q1: 3,272 shares; 2025Q2: 3,152 shares; 2025Q3: 3,112 shares; 2025Q4: 3,065 shares 3,065 $937K 0.07% -47 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: 6,193 shares; 2024Q4: 5,869 shares; 2025Q1: 5,460 shares; 2025Q2: 5,220 shares; 2025Q3: 4,774 shares; 2025Q4: 4,774 shares 4,774 $930K 0.07% 0 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,529 shares; 2024Q4: 2,611 shares; 2025Q1: 2,611 shares; 2025Q2: 2,804 shares; 2025Q3: 3,067 shares; 2025Q4: 3,218 shares 3,218 $930K 0.07% +151 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: 2,926 shares; 2024Q4: 3,092 shares; 2025Q1: 3,287 shares; 2025Q2: 3,566 shares; 2025Q3: 3,792 shares; 2025Q4: 3,592 shares 3,592 $923K 0.07% -200 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,456 shares; 2024Q4: 28,307 shares; 2025Q1: 21,799 shares; 2025Q2: 21,410 shares; 2025Q3: 21,183 shares; 2025Q4: 16,698 shares 16,698 $921K 0.07% -4,485 Timeline SHLS SHOALS TECHNOLOGIES GROUP IN More: the full row for SHOALS TECHNOLOGIES GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 58,870 shares; 2025Q1: 68,852 shares; 2025Q2: 92,875 shares; 2025Q3: 101,397 shares; 2025Q4: 107,906 shares 107,906 $917K 0.06% +6,509 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: 9,405 shares; 2024Q4: 9,405 shares; 2025Q1: 9,531 shares; 2025Q2: 9,596 shares; 2025Q3: 9,851 shares; 2025Q4: 9,544 shares 9,544 $917K 0.06% -307 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: 9,720 shares; 2024Q4: 9,720 shares; 2025Q1: 9,168 shares; 2025Q2: 8,260 shares; 2025Q3: 7,769 shares; 2025Q4: 7,392 shares 7,392 $907K 0.06% -377 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: 2,959 shares; 2024Q4: 2,618 shares; 2025Q1: 2,471 shares; 2025Q2: 2,570 shares; 2025Q3: 2,496 shares; 2025Q4: 2,448 shares 2,448 $906K 0.06% -48 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: 11,385 shares; 2024Q4: 11,385 shares; 2025Q1: 11,385 shares; 2025Q2: 10,785 shares; 2025Q3: 10,785 shares; 2025Q4: 10,761 shares 10,761 $900K 0.06% -24 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: 5,771 shares; 2024Q4: 6,006 shares; 2025Q1: 6,375 shares; 2025Q2: 7,165 shares; 2025Q3: 8,165 shares; 2025Q4: 9,141 shares 9,141 $894K 0.06% +976 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: 2,205 shares; 2024Q4: 2,325 shares; 2025Q1: 2,434 shares; 2025Q2: 2,509 shares; 2025Q3: 2,855 shares; 2025Q4: 3,273 shares 3,273 $878K 0.06% +418 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,497 shares; 2025Q2: 7,568 shares; 2025Q3: 7,568 shares; 2025Q4: 8,318 shares 8,318 $831K 0.06% +750 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,881 shares; 2025Q1: 7,766 shares; 2025Q2: 7,622 shares; 2025Q3: 7,622 shares; 2025Q4: 7,438 shares 7,438 $821K 0.06% -184 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,500 shares; 2025Q3: 18,500 shares; 2025Q4: 18,500 shares 18,500 $807K 0.06% 0 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,693 shares; 2024Q4: 11,281 shares; 2025Q1: 12,240 shares; 2025Q2: 13,385 shares; 2025Q3: 13,809 shares; 2025Q4: 13,809 shares 13,809 $794K 0.06% 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: not reported; 2024Q4: 4,977 shares; 2025Q1: 5,224 shares; 2025Q2: 5,498 shares; 2025Q3: 5,339 shares; 2025Q4: 4,613 shares 4,613 $790K 0.06% -726 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,914 shares; 2024Q4: 1,921 shares; 2025Q1: 1,934 shares; 2025Q2: 1,939 shares; 2025Q3: 1,964 shares; 2025Q4: 1,984 shares 1,984 $786K 0.06% +20 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: 3,109 shares; 2024Q4: 3,495 shares; 2025Q1: 3,915 shares; 2025Q2: 4,498 shares; 2025Q3: 4,650 shares; 2025Q4: 4,750 shares 4,750 $775K 0.05% +100 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,428 shares; 2024Q4: 8,517 shares; 2025Q1: 9,915 shares; 2025Q2: 11,207 shares; 2025Q3: 16,042 shares; 2025Q4: 18,712 shares 18,712 $770K 0.05% +2,670 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,532 shares; 2024Q4: 8,711 shares; 2025Q1: 8,711 shares; 2025Q2: 8,711 shares; 2025Q3: 8,711 shares; 2025Q4: 8,957 shares 8,957 $766K 0.05% +246 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: 498 shares; 2024Q4: 471 shares; 2025Q1: 537 shares; 2025Q2: 673 shares; 2025Q3: 722 shares; 2025Q4: 8,169 shares 8,169 $766K 0.05% +7,447 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: 15,221 shares; 2024Q4: 14,731 shares; 2025Q1: 14,381 shares; 2025Q2: 14,289 shares; 2025Q3: 14,289 shares; 2025Q4: 14,289 shares 14,289 $762K 0.05% 0 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: 2,005 shares; 2024Q4: 2,005 shares; 2025Q1: 2,146 shares; 2025Q2: 2,216 shares; 2025Q3: 2,216 shares; 2025Q4: 2,216 shares 2,216 $746K 0.05% 0 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: 20,360 shares; 2024Q4: 19,750 shares; 2025Q1: 18,637 shares; 2025Q2: 17,525 shares; 2025Q3: 16,852 shares; 2025Q4: 12,852 shares 12,852 $741K 0.05% -4,000 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: 3,805 shares; 2024Q4: 3,865 shares; 2025Q1: 3,900 shares; 2025Q2: 3,686 shares; 2025Q3: 3,624 shares; 2025Q4: 3,736 shares 3,736 $729K 0.05% +112 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,580 shares; 2024Q4: 1,870 shares; 2025Q1: 2,132 shares; 2025Q2: 2,429 shares; 2025Q3: 2,592 shares; 2025Q4: 2,831 shares 2,831 $725K 0.05% +239 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,301 shares; 2024Q4: 1,301 shares; 2025Q1: 1,301 shares; 2025Q2: 1,300 shares; 2025Q3: 1,291 shares; 2025Q4: 1,266 shares 1,266 $723K 0.05% -25 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,500 shares 7,500 $720K 0.05% new 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: 3,899 shares; 2024Q4: 3,899 shares; 2025Q1: 3,716 shares; 2025Q2: 3,815 shares; 2025Q3: 3,815 shares; 2025Q4: 4,113 shares 4,113 $714K 0.05% +298 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: 6,482 shares; 2024Q4: 6,482 shares; 2025Q1: 6,196 shares; 2025Q2: 6,048 shares; 2025Q3: 6,048 shares; 2025Q4: 6,048 shares 6,048 $709K 0.05% 0 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: 58,056 shares; 2024Q4: 58,618 shares; 2025Q1: 58,835 shares; 2025Q2: 49,392 shares; 2025Q3: 3,955 shares; 2025Q4: 2,451 shares 2,451 $649K 0.05% -1,504 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,520 shares; 2024Q4: 1,558 shares; 2025Q1: 1,840 shares; 2025Q2: 2,534 shares; 2025Q3: 2,533 shares; 2025Q4: 2,553 shares 2,553 $646K 0.05% +20 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,281 shares; 2024Q4: 4,748 shares; 2025Q1: 4,748 shares; 2025Q2: 5,186 shares; 2025Q3: 5,563 shares; 2025Q4: 6,120 shares 6,120 $643K 0.05% +557 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,283 shares; 2024Q4: 12,004 shares; 2025Q1: 11,420 shares; 2025Q2: 10,809 shares; 2025Q3: 10,284 shares; 2025Q4: 10,284 shares 10,284 $643K 0.05% 0 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,040 shares; 2024Q4: 7,145 shares; 2025Q1: 3,485 shares; 2025Q2: 3,060 shares; 2025Q3: 2,724 shares; 2025Q4: 2,368 shares 2,368 $642K 0.05% -356 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: 1,509 shares; 2024Q4: 1,509 shares; 2025Q1: 1,509 shares; 2025Q2: 1,464 shares; 2025Q3: 1,464 shares; 2025Q4: 1,367 shares 1,367 $638K 0.05% -97 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: 7,710 shares; 2024Q4: 7,710 shares; 2025Q1: 7,710 shares; 2025Q2: 7,285 shares; 2025Q3: 7,285 shares; 2025Q4: 6,760 shares 6,760 $637K 0.05% -525 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 634 shares; 2025Q1: 621 shares; 2025Q2: 617 shares; 2025Q3: 594 shares; 2025Q4: 594 shares 594 $636K 0.04% 0 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: 12,367 shares; 2024Q4: 10,589 shares; 2025Q1: 9,538 shares; 2025Q2: 8,688 shares; 2025Q3: 7,799 shares; 2025Q4: 7,535 shares 7,535 $629K 0.04% -264 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: 2,407 shares; 2024Q4: 2,273 shares; 2025Q1: 2,188 shares; 2025Q2: 2,119 shares; 2025Q3: 2,054 shares; 2025Q4: 2,003 shares 2,003 $625K 0.04% -51 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,676 shares; 2024Q4: 1,676 shares; 2025Q1: 1,684 shares; 2025Q2: 1,898 shares; 2025Q3: 1,898 shares; 2025Q4: 1,748 shares 1,748 $614K 0.04% -150 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,404 shares; 2024Q4: 3,171 shares; 2025Q1: 3,020 shares; 2025Q2: 2,901 shares; 2025Q3: 2,837 shares; 2025Q4: 2,915 shares 2,915 $608K 0.04% +78 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: 6,872 shares; 2024Q4: 6,440 shares; 2025Q1: 5,314 shares; 2025Q2: 4,574 shares; 2025Q3: 4,253 shares; 2025Q4: 3,789 shares 3,789 $607K 0.04% -464 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: 5,643 shares; 2024Q4: 6,465 shares; 2025Q1: 7,119 shares; 2025Q2: 8,130 shares; 2025Q3: 8,515 shares; 2025Q4: 9,273 shares 9,273 $591K 0.04% +758 Timeline LUMN LUMEN TECHNOLOGIES INC More: the full row for LUMEN TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 193,365 shares; 2024Q4: 146,739 shares; 2025Q1: 114,295 shares; 2025Q2: 69,754 shares; 2025Q3: 75,999 shares; 2025Q4: 75,999 shares 75,999 $591K 0.04% 0 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: 2,035 shares; 2024Q4: 1,715 shares; 2025Q1: 1,715 shares; 2025Q2: 1,862 shares; 2025Q3: 1,862 shares; 2025Q4: 1,915 shares 1,915 $590K 0.04% +53 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: 11,471 shares; 2024Q4: 11,111 shares; 2025Q1: 11,111 shares; 2025Q2: 11,111 shares; 2025Q3: 11,409 shares; 2025Q4: 11,866 shares 11,866 $584K 0.04% +457 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: 14,200 shares; 2024Q4: 14,679 shares; 2025Q1: 15,453 shares; 2025Q2: 15,453 shares; 2025Q3: 16,087 shares; 2025Q4: 16,087 shares 16,087 $583K 0.04% 0 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,346 shares; 2024Q4: 7,346 shares; 2025Q1: 6,866 shares; 2025Q2: 6,638 shares; 2025Q3: 6,638 shares; 2025Q4: 6,638 shares 6,638 $579K 0.04% 0 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,228 shares; 2024Q4: 4,228 shares; 2025Q1: 4,044 shares; 2025Q2: 3,870 shares; 2025Q3: 3,870 shares; 2025Q4: 3,763 shares 3,763 $578K 0.04% -107 Timeline CHTR CHARTER COMMUNICATIONS INC More: the full row for CHARTER COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,273 shares; 2024Q4: 2,404 shares; 2025Q1: 2,314 shares; 2025Q2: 2,070 shares; 2025Q3: 2,264 shares; 2025Q4: 2,758 shares 2,758 $576K 0.04% +494 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,708 shares; 2025Q2: 4,708 shares; 2025Q3: 4,913 shares; 2025Q4: 5,178 shares 5,178 $571K 0.04% +265 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: 9,753 shares; 2024Q4: 11,316 shares; 2025Q1: 12,946 shares; 2025Q2: 16,064 shares; 2025Q3: 20,152 shares; 2025Q4: 24,365 shares 24,365 $570K 0.04% +4,213 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: 8,179 shares; 2024Q4: 8,701 shares; 2025Q1: 9,151 shares; 2025Q2: 9,333 shares; 2025Q3: 9,894 shares; 2025Q4: 10,427 shares 10,427 $561K 0.04% +533 Timeline GLXY GALAXY DIGITAL INC. More: the full row for GALAXY DIGITAL INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25,011 shares; 2025Q3: 25,011 shares; 2025Q4: 25,011 shares 25,011 $559K 0.04% 0 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: 7,708 shares; 2024Q4: 7,073 shares; 2025Q1: 6,386 shares; 2025Q2: 5,679 shares; 2025Q3: 5,109 shares; 2025Q4: 4,731 shares 4,731 $549K 0.04% -378 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: 1,710 shares; 2024Q4: 1,810 shares; 2025Q1: 1,955 shares; 2025Q2: 2,146 shares; 2025Q3: 2,325 shares; 2025Q4: 2,396 shares 2,396 $548K 0.04% +71 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: 6,514 shares; 2024Q4: 7,053 shares; 2025Q1: 8,250 shares; 2025Q2: 9,888 shares; 2025Q3: 12,571 shares; 2025Q4: 14,211 shares 14,211 $545K 0.04% +1,640 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: 838 shares; 2024Q4: 45,041 shares; 2025Q1: 36,524 shares; 2025Q2: 28,574 shares; 2025Q3: 2,349 shares; 2025Q4: 1,552 shares 1,552 $543K 0.04% -797 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: 938 shares; 2024Q4: 1,020 shares; 2025Q1: 1,020 shares; 2025Q2: 1,020 shares; 2025Q3: 990 shares; 2025Q4: 949 shares 949 $541K 0.04% -41 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,457 shares; 2024Q4: 1,780 shares; 2025Q1: 2,093 shares; 2025Q2: 2,447 shares; 2025Q3: 2,558 shares; 2025Q4: 2,489 shares 2,489 $533K 0.04% -69 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,644 shares; 2024Q4: 16,666 shares; 2025Q1: 17,090 shares; 2025Q2: 17,032 shares; 2025Q3: 15,639 shares; 2025Q4: 13,128 shares 13,128 $531K 0.04% -2,511 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,544 shares; 2024Q4: 2,599 shares; 2025Q1: 2,374 shares; 2025Q2: 2,622 shares; 2025Q3: 2,772 shares; 2025Q4: 2,541 shares 2,541 $527K 0.04% -231 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,743 shares; 2024Q4: 3,379 shares; 2025Q1: 3,888 shares; 2025Q2: 4,138 shares; 2025Q3: 4,258 shares; 2025Q4: 3,923 shares 3,923 $521K 0.04% -335 Timeline FNDA 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: 8,576 shares; 2024Q4: 17,152 shares; 2025Q1: 17,152 shares; 2025Q2: 16,091 shares; 2025Q3: 16,091 shares; 2025Q4: 16,091 shares 16,091 $507K 0.04% 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: 7,063 shares; 2024Q4: 7,460 shares; 2025Q1: 6,981 shares; 2025Q2: 6,571 shares; 2025Q3: 5,994 shares; 2025Q4: 5,994 shares 5,994 $505K 0.04% 0 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: 1,836 shares; 2024Q4: 1,836 shares; 2025Q1: 1,836 shares; 2025Q2: 1,836 shares; 2025Q3: 1,737 shares; 2025Q4: 1,737 shares 1,737 $502K 0.04% 0 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: 7,308 shares; 2024Q4: 7,722 shares; 2025Q1: 8,160 shares; 2025Q2: 8,899 shares; 2025Q3: 9,293 shares; 2025Q4: 9,725 shares 9,725 $494K 0.03% +432 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,831 shares; 2024Q4: 21,465 shares; 2025Q1: 20,059 shares; 2025Q2: 20,059 shares; 2025Q3: 20,059 shares; 2025Q4: 20,059 shares 20,059 $482K 0.03% 0 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,267 shares; 2024Q4: 2,267 shares; 2025Q1: 2,590 shares; 2025Q2: 2,871 shares; 2025Q3: 3,084 shares; 2025Q4: 3,329 shares 3,329 $479K 0.03% +245 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,425 shares; 2024Q4: 2,423 shares; 2025Q1: 2,400 shares; 2025Q2: 2,400 shares; 2025Q3: 2,400 shares; 2025Q4: 2,400 shares 2,400 $479K 0.03% 0 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: 1,523 shares; 2024Q4: 1,523 shares; 2025Q1: 1,624 shares; 2025Q2: 1,624 shares; 2025Q3: 1,624 shares; 2025Q4: 1,624 shares 1,624 $477K 0.03% 0 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: 2,475 shares; 2024Q4: 2,475 shares; 2025Q1: 2,475 shares; 2025Q2: 2,475 shares; 2025Q3: 2,475 shares; 2025Q4: 2,475 shares 2,475 $473K 0.03% 0 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: 2,558 shares; 2024Q4: 2,414 shares; 2025Q1: 2,254 shares; 2025Q2: 2,122 shares; 2025Q3: 2,122 shares; 2025Q4: 2,320 shares 2,320 $471K 0.03% +198 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,167 shares; 2024Q4: 7,167 shares; 2025Q1: 7,167 shares; 2025Q2: 7,167 shares; 2025Q3: 7,667 shares; 2025Q4: 7,956 shares 7,956 $466K 0.03% +289 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 122 shares; 2024Q4: 114 shares; 2025Q1: 105 shares; 2025Q2: 96 shares; 2025Q3: 86 shares; 2025Q4: 86 shares 86 $461K 0.03% 0 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,156 shares; 2024Q4: 5,338 shares; 2025Q1: 5,338 shares; 2025Q2: 5,171 shares; 2025Q3: 5,372 shares; 2025Q4: 5,535 shares 5,535 $459K 0.03% +163 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,583 shares; 2024Q4: 6,010 shares; 2025Q1: 5,399 shares; 2025Q2: 6,007 shares; 2025Q3: 5,509 shares; 2025Q4: 5,270 shares 5,270 $459K 0.03% -239 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 297 shares; 2024Q4: 331 shares; 2025Q1: 383 shares; 2025Q2: 461 shares; 2025Q3: 568 shares; 2025Q4: 589 shares 589 $455K 0.03% +21 Timeline DGRW 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: 3,887 shares; 2024Q4: 4,159 shares; 2025Q1: 3,993 shares; 2025Q2: 4,639 shares; 2025Q3: 5,139 shares; 2025Q4: 5,080 shares 5,080 $454K 0.03% -59 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: 7,425 shares; 2024Q4: 7,723 shares; 2025Q1: 7,949 shares; 2025Q2: 8,374 shares; 2025Q3: 9,079 shares; 2025Q4: 9,738 shares 9,738 $453K 0.03% +659 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: 3,012 shares; 2024Q4: 2,758 shares; 2025Q1: 2,613 shares; 2025Q2: 2,387 shares; 2025Q3: 2,274 shares; 2025Q4: 2,172 shares 2,172 $452K 0.03% -102 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: 562 shares; 2024Q4: 562 shares; 2025Q1: not reported; 2025Q2: 588 shares; 2025Q3: 702 shares; 2025Q4: 661 shares 661 $451K 0.03% -41 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: 1,721 shares; 2024Q4: 1,815 shares; 2025Q1: 1,908 shares; 2025Q2: 2,092 shares; 2025Q3: 2,176 shares; 2025Q4: 2,320 shares 2,320 $450K 0.03% +144 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: 7,081 shares; 2024Q4: 6,700 shares; 2025Q1: 6,320 shares; 2025Q2: 5,973 shares; 2025Q3: 5,701 shares; 2025Q4: 5,701 shares 5,701 $450K 0.03% 0 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,293 shares; 2024Q4: 4,174 shares; 2025Q1: 3,969 shares; 2025Q2: 3,819 shares; 2025Q3: 3,819 shares; 2025Q4: 3,965 shares 3,965 $437K 0.03% +146 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: 2,747 shares; 2024Q4: 2,588 shares; 2025Q1: 2,353 shares; 2025Q2: 2,018 shares; 2025Q3: 1,734 shares; 2025Q4: 1,501 shares 1,501 $435K 0.03% -233 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: 7,413 shares; 2024Q4: 7,413 shares; 2025Q1: 7,413 shares; 2025Q2: 7,413 shares; 2025Q3: 7,413 shares; 2025Q4: 7,413 shares 7,413 $434K 0.03% 0 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,774 shares; 2024Q4: 7,184 shares; 2025Q1: 8,174 shares; 2025Q2: 9,752 shares; 2025Q3: 11,002 shares; 2025Q4: 11,835 shares 11,835 $434K 0.03% +833 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: 1,222 shares; 2024Q4: 1,119 shares; 2025Q1: 1,036 shares; 2025Q2: 980 shares; 2025Q3: 914 shares; 2025Q4: 849 shares 849 $433K 0.03% -65 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,522 shares; 2024Q4: 6,389 shares; 2025Q1: 7,209 shares; 2025Q2: 8,418 shares; 2025Q3: 9,375 shares; 2025Q4: 10,331 shares 10,331 $425K 0.03% +956 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,139 shares; 2024Q4: 19,148 shares; 2025Q1: 17,537 shares; 2025Q2: 15,959 shares; 2025Q3: 15,385 shares; 2025Q4: 15,385 shares 15,385 $423K 0.03% 0 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 692 shares; 2024Q4: 754 shares; 2025Q1: 754 shares; 2025Q2: 754 shares; 2025Q3: 754 shares; 2025Q4: 803 shares 803 $420K 0.03% +49 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: 2,850 shares; 2024Q4: 2,998 shares; 2025Q1: 3,172 shares; 2025Q2: 3,424 shares; 2025Q3: 3,557 shares; 2025Q4: 3,799 shares 3,799 $416K 0.03% +242 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,108 shares; 2024Q4: 4,108 shares; 2025Q1: 3,854 shares; 2025Q2: 3,735 shares; 2025Q3: 3,735 shares; 2025Q4: 3,550 shares 3,550 $409K 0.03% -185 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: 6,274 shares; 2024Q4: 6,274 shares; 2025Q1: 6,105 shares; 2025Q2: 6,105 shares; 2025Q3: 6,105 shares; 2025Q4: 6,871 shares 6,871 $401K 0.03% +766 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 249,954 shares; 2024Q4: 248,974 shares; 2025Q1: 17,630 shares; 2025Q2: 8,270 shares; 2025Q3: 6,338 shares; 2025Q4: 8,710 shares 8,710 $400K 0.03% +2,372 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,979 shares; 2024Q4: 1,792 shares; 2025Q1: 1,685 shares; 2025Q2: 1,576 shares; 2025Q3: 1,576 shares; 2025Q4: 1,732 shares 1,732 $394K 0.03% +156 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: 11,375 shares; 2024Q4: 11,813 shares; 2025Q1: 11,317 shares; 2025Q2: 9,889 shares; 2025Q3: 9,499 shares; 2025Q4: 8,999 shares 8,999 $392K 0.03% -500 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: 3,952 shares; 2024Q4: 3,609 shares; 2025Q1: 3,470 shares; 2025Q2: 3,470 shares; 2025Q3: 3,470 shares; 2025Q4: 3,470 shares 3,470 $392K 0.03% 0 Timeline BCE BCE INC More: the full row for BCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,178 shares; 2024Q4: 36,638 shares; 2025Q1: 36,276 shares; 2025Q2: 34,821 shares; 2025Q3: 34,821 shares; 2025Q4: 16,171 shares 16,171 $386K 0.03% -18,650 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: 425 shares; 2024Q4: 425 shares; 2025Q1: 446 shares; 2025Q2: 446 shares; 2025Q3: 470 shares; 2025Q4: 470 shares 470 $386K 0.03% 0 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,113 shares; 2024Q4: 3,847 shares; 2025Q1: not reported; 2025Q2: 3,497 shares; 2025Q3: 2,879 shares; 2025Q4: 2,207 shares 2,207 $380K 0.03% -672 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: 3,151 shares; 2024Q4: 2,847 shares; 2025Q1: 2,847 shares; 2025Q2: 2,847 shares; 2025Q3: 2,847 shares; 2025Q4: 2,847 shares 2,847 $378K 0.03% 0 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,550 shares; 2024Q4: 2,550 shares; 2025Q1: 2,550 shares; 2025Q2: 2,550 shares; 2025Q3: 2,763 shares; 2025Q4: 2,925 shares 2,925 $377K 0.03% +162 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: 291 shares; 2024Q4: not reported; 2025Q1: 315 shares; 2025Q2: 318 shares; 2025Q3: 338 shares; 2025Q4: 309 shares 309 $375K 0.03% -29 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: 1,974 shares; 2024Q4: 1,974 shares; 2025Q1: 1,940 shares; 2025Q2: 1,940 shares; 2025Q3: 2,057 shares; 2025Q4: 2,057 shares 2,057 $371K 0.03% 0 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,918 shares; 2024Q4: 2,036 shares; 2025Q1: 2,036 shares; 2025Q2: 2,181 shares; 2025Q3: 2,181 shares; 2025Q4: 2,181 shares 2,181 $370K 0.03% 0 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,078 shares; 2024Q4: 12,291 shares; 2025Q1: 12,291 shares; 2025Q2: 12,864 shares; 2025Q3: 14,220 shares; 2025Q4: 16,307 shares 16,307 $363K 0.03% +2,087 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,597 shares; 2024Q4: 1,597 shares; 2025Q1: 1,597 shares; 2025Q2: 1,650 shares; 2025Q3: 1,650 shares; 2025Q4: 1,650 shares 1,650 $363K 0.03% 0 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,013 shares; 2024Q4: 7,858 shares; 2025Q1: 9,178 shares; 2025Q2: 11,032 shares; 2025Q3: 12,937 shares; 2025Q4: 14,888 shares 14,888 $361K 0.03% +1,951 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,503 shares; 2024Q4: 4,121 shares; 2025Q1: 3,778 shares; 2025Q2: 3,531 shares; 2025Q3: 3,237 shares; 2025Q4: 3,005 shares 3,005 $360K 0.03% -232 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,756 shares; 2024Q4: 18,756 shares; 2025Q1: 20,649 shares; 2025Q2: 23,725 shares; 2025Q3: 26,075 shares; 2025Q4: 28,834 shares 28,834 $359K 0.03% +2,759 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,610 shares; 2025Q3: 4,060 shares; 2025Q4: 3,860 shares 3,860 $353K 0.02% -200 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 196,916 shares; 2024Q4: 13,314 shares; 2025Q1: 11,400 shares; 2025Q2: 9,802 shares; 2025Q3: 9,802 shares; 2025Q4: 7,855 shares 7,855 $349K 0.02% -1,947 Timeline BIZD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,400 shares 24,400 $346K 0.02% new 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: 2,072 shares; 2024Q4: 2,072 shares; 2025Q1: 2,335 shares; 2025Q2: 2,707 shares; 2025Q3: 3,014 shares; 2025Q4: 3,358 shares 3,358 $345K 0.02% +344 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,869 shares; 2024Q4: 6,179 shares; 2025Q1: 5,516 shares; 2025Q2: 5,014 shares; 2025Q3: 4,494 shares; 2025Q4: 3,929 shares 3,929 $344K 0.02% -565 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,112 shares; 2024Q4: 6,759 shares; 2025Q1: 6,154 shares; 2025Q2: 5,688 shares; 2025Q3: 5,688 shares; 2025Q4: 5,688 shares 5,688 $342K 0.02% 0 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,321 shares; 2024Q4: 1,512 shares; 2025Q1: 1,672 shares; 2025Q2: 1,862 shares; 2025Q3: 2,024 shares; 2025Q4: 1,939 shares 1,939 $341K 0.02% -85 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,687 shares; 2025Q2: 2,906 shares; 2025Q3: 2,906 shares; 2025Q4: 2,756 shares 2,756 $339K 0.02% -150 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: 1,358 shares; 2024Q4: 1,358 shares; 2025Q1: 1,358 shares; 2025Q2: 1,358 shares; 2025Q3: 1,358 shares; 2025Q4: 1,358 shares 1,358 $334K 0.02% 0 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,405 shares; 2025Q4: 11,571 shares 11,571 $327K 0.02% +1,166 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: 8,392 shares; 2024Q4: 7,601 shares; 2025Q1: 7,146 shares; 2025Q2: 7,146 shares; 2025Q3: 7,146 shares; 2025Q4: 7,146 shares 7,146 $325K 0.02% 0 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,927 shares; 2024Q4: 4,419 shares; 2025Q1: 4,763 shares; 2025Q2: 5,540 shares; 2025Q3: 6,394 shares; 2025Q4: 7,508 shares 7,508 $325K 0.02% +1,114 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,373 shares; 2024Q4: 3,373 shares; 2025Q1: 3,373 shares; 2025Q2: 3,373 shares; 2025Q3: 3,661 shares; 2025Q4: 3,661 shares 3,661 $323K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: 1,848 shares; 2025Q2: 2,044 shares; 2025Q3: 2,326 shares; 2025Q4: 2,481 shares 2,481 $317K 0.02% +155 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 822 shares; 2025Q2: 869 shares; 2025Q3: 930 shares; 2025Q4: 930 shares 930 $314K 0.02% 0 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,220 shares; 2024Q4: 3,948 shares; 2025Q1: 3,948 shares; 2025Q2: 3,948 shares; 2025Q3: 4,356 shares; 2025Q4: 4,680 shares 4,680 $313K 0.02% +324 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,723 shares; 2024Q4: 2,723 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,560 shares; 2025Q4: 5,190 shares 5,190 $312K 0.02% +630 Timeline BTG B2GOLD CORP More: the full row for B2GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,000 shares; 2024Q4: 69,000 shares; 2025Q1: 69,000 shares; 2025Q2: 69,000 shares; 2025Q3: 69,000 shares; 2025Q4: 69,000 shares 69,000 $311K 0.02% 0 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,787 shares 3,787 $309K 0.02% new Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,384 shares; 2024Q4: 5,693 shares; 2025Q1: 5,693 shares; 2025Q2: 6,478 shares; 2025Q3: 7,007 shares; 2025Q4: 7,573 shares 7,573 $304K 0.02% +566 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,752 shares 3,752 $303K 0.02% new 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: 1,760 shares; 2024Q4: 1,760 shares; 2025Q1: 1,750 shares; 2025Q2: 1,750 shares; 2025Q3: 1,750 shares; 2025Q4: 1,425 shares 1,425 $302K 0.02% -325 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,502 shares; 2024Q4: 2,502 shares; 2025Q1: 2,502 shares; 2025Q2: 2,728 shares; 2025Q3: 2,728 shares; 2025Q4: 2,942 shares 2,942 $301K 0.02% +214 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,389 shares; 2024Q4: 2,389 shares; 2025Q1: 2,259 shares; 2025Q2: 2,491 shares; 2025Q3: 2,391 shares; 2025Q4: 2,543 shares 2,543 $298K 0.02% +152 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: 356 shares; 2024Q4: 390 shares; 2025Q1: 426 shares; 2025Q2: 426 shares; 2025Q3: 426 shares; 2025Q4: 448 shares 448 $297K 0.02% +22 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: 1,138 shares; 2024Q4: 1,138 shares; 2025Q1: 1,138 shares; 2025Q2: 1,078 shares; 2025Q3: 1,078 shares; 2025Q4: 1,153 shares 1,153 $297K 0.02% +75 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,700 shares; 2024Q4: 5,700 shares; 2025Q1: 5,574 shares; 2025Q2: 5,700 shares; 2025Q3: 5,972 shares; 2025Q4: 5,972 shares 5,972 $297K 0.02% 0 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,157 shares; 2024Q4: 4,366 shares; 2025Q1: 4,366 shares; 2025Q2: 3,991 shares; 2025Q3: 3,991 shares; 2025Q4: 3,991 shares 3,991 $295K 0.02% 0 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,262 shares; 2024Q4: 2,262 shares; 2025Q1: 2,097 shares; 2025Q2: 1,930 shares; 2025Q3: 1,826 shares; 2025Q4: 1,826 shares 1,826 $294K 0.02% 0 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 405 shares; 2024Q4: 384 shares; 2025Q1: 384 shares; 2025Q2: 354 shares; 2025Q3: 354 shares; 2025Q4: 333 shares 333 $293K 0.02% -21 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: 343 shares; 2024Q4: 322 shares; 2025Q1: 342 shares; 2025Q2: 342 shares; 2025Q3: 342 shares; 2025Q4: 361 shares 361 $292K 0.02% +19 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: 2,935 shares; 2024Q4: 2,935 shares; 2025Q1: 2,935 shares; 2025Q2: 2,935 shares; 2025Q3: 2,935 shares; 2025Q4: 2,935 shares 2,935 $292K 0.02% 0 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 550 shares; 2025Q3: 505 shares; 2025Q4: 441 shares 441 $288K 0.02% -64 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: 3,552 shares; 2024Q4: 3,756 shares; 2025Q1: 3,953 shares; 2025Q2: 3,953 shares; 2025Q3: 3,953 shares; 2025Q4: 4,290 shares 4,290 $288K 0.02% +337 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: 1,381 shares; 2024Q4: 1,469 shares; 2025Q1: 1,469 shares; 2025Q2: 1,469 shares; 2025Q3: 1,544 shares; 2025Q4: 1,636 shares 1,636 $287K 0.02% +92 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,471 shares; 2024Q4: 6,150 shares; 2025Q1: 6,150 shares; 2025Q2: 5,180 shares; 2025Q3: 4,645 shares; 2025Q4: 4,645 shares 4,645 $287K 0.02% 0 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,206 shares; 2024Q4: 1,206 shares; 2025Q1: 1,284 shares; 2025Q2: 1,284 shares; 2025Q3: 1,284 shares; 2025Q4: 1,284 shares 1,284 $286K 0.02% 0 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 260 shares; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 264 shares; 2025Q4: 282 shares 282 $285K 0.02% +18 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 390 shares; 2025Q4: 460 shares 460 $283K 0.02% +70 Timeline M MACYS INC More: the full row for MACYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,588 shares; 2025Q3: 12,629 shares; 2025Q4: 12,629 shares 12,629 $278K 0.02% 0 Timeline IQDG 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,862 shares; 2025Q3: 6,639 shares; 2025Q4: 6,698 shares 6,698 $278K 0.02% +59 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,873 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,979 shares; 2025Q3: 3,507 shares; 2025Q4: 4,152 shares 4,152 $276K 0.02% +645 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,613 shares; 2024Q4: 1,491 shares; 2025Q1: 1,494 shares; 2025Q2: 1,687 shares; 2025Q3: 1,687 shares; 2025Q4: 1,790 shares 1,790 $276K 0.02% +103 Timeline ALLY ALLY FINL INC More: the full row for ALLY FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,083 shares; 2024Q4: 5,668 shares; 2025Q1: 5,668 shares; 2025Q2: 6,044 shares; 2025Q3: 6,044 shares; 2025Q4: 6,044 shares 6,044 $274K 0.02% 0 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: 1,196 shares; 2024Q4: 1,196 shares; 2025Q1: 1,196 shares; 2025Q2: 1,196 shares; 2025Q3: 1,169 shares; 2025Q4: 1,103 shares 1,103 $272K 0.02% -66 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,950 shares; 2025Q2: 2,850 shares; 2025Q3: 2,850 shares; 2025Q4: 2,850 shares 2,850 $271K 0.02% 0 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,380 shares; 2024Q4: 4,919 shares; 2025Q1: not reported; 2025Q2: 4,630 shares; 2025Q3: 4,630 shares; 2025Q4: 4,630 shares 4,630 $270K 0.02% 0 Timeline MRNA MODERNA INC More: the full row for MODERNA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,129 shares 9,129 $269K 0.02% new Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,316 shares; 2025Q3: 1,316 shares; 2025Q4: 1,316 shares 1,316 $269K 0.02% 0 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,097 shares; 2024Q4: 2,860 shares; 2025Q1: 2,860 shares; 2025Q2: 2,860 shares; 2025Q3: 3,158 shares; 2025Q4: 3,643 shares 3,643 $268K 0.02% +485 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: 1,895 shares; 2024Q4: 3,790 shares; 2025Q1: 3,373 shares; 2025Q2: 3,086 shares; 2025Q3: 2,878 shares; 2025Q4: 2,878 shares 2,878 $266K 0.02% 0 Timeline PRFZ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,790 shares; 2024Q4: 5,790 shares; 2025Q1: 5,790 shares; 2025Q2: 5,790 shares; 2025Q3: 5,790 shares; 2025Q4: 5,790 shares 5,790 $266K 0.02% 0 Timeline OVV OVINTIV INC More: the full row for OVINTIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,852 shares; 2025Q4: 6,769 shares 6,769 $265K 0.02% +917 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,425 shares; 2025Q2: 5,425 shares; 2025Q3: 5,425 shares; 2025Q4: 5,425 shares 5,425 $264K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: 905 shares; 2025Q2: 905 shares; 2025Q3: 905 shares; 2025Q4: 955 shares 955 $261K 0.02% +50 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 990 shares; 2024Q4: 909 shares; 2025Q1: not reported; 2025Q2: 790 shares; 2025Q3: 734 shares; 2025Q4: 734 shares 734 $259K 0.02% 0 Timeline KSS KOHLS CORP More: the full row for KOHLS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,700 shares; 2025Q3: 12,700 shares; 2025Q4: 12,700 shares 12,700 $259K 0.02% 0 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,948 shares; 2024Q4: 2,948 shares; 2025Q1: 3,277 shares; 2025Q2: 3,277 shares; 2025Q3: 3,499 shares; 2025Q4: 3,499 shares 3,499 $258K 0.02% 0 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: 203 shares; 2024Q4: 203 shares; 2025Q1: 203 shares; 2025Q2: 2,894 shares; 2025Q3: 2,770 shares; 2025Q4: 2,770 shares 2,770 $253K 0.02% 0 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,926 shares; 2025Q1: 2,169 shares; 2025Q2: not reported; 2025Q3: 2,770 shares; 2025Q4: 3,226 shares 3,226 $250K 0.02% +456 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,714 shares; 2024Q4: 2,524 shares; 2025Q1: 2,337 shares; 2025Q2: 2,101 shares; 2025Q3: 1,952 shares; 2025Q4: 1,809 shares 1,809 $249K 0.02% -143 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,370 shares; 2025Q4: 2,370 shares 2,370 $248K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,200 shares; 2025Q3: not reported; 2025Q4: 1,200 shares 1,200 $247K 0.02% new Timeline DINO HF SINCLAIR CORP More: the full row for HF SINCLAIR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,969 shares; 2025Q3: 5,350 shares; 2025Q4: 5,350 shares 5,350 $247K 0.02% 0 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: 1,635 shares; 2024Q4: 1,512 shares; 2025Q1: 1,512 shares; 2025Q2: 1,528 shares; 2025Q3: 1,512 shares; 2025Q4: 1,512 shares 1,512 $245K 0.02% 0 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,640 shares 1,640 $244K 0.02% new Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 611 shares; 2024Q4: 550 shares; 2025Q1: 516 shares; 2025Q2: 493 shares; 2025Q3: 493 shares; 2025Q4: 493 shares 493 $242K 0.02% 0 Timeline CLF CLEVELAND-CLIFFS INC NEW More: the full row for CLEVELAND-CLIFFS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,836 shares; 2025Q2: 15,248 shares; 2025Q3: 17,148 shares; 2025Q4: 18,185 shares 18,185 $242K 0.02% +1,037 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 532 shares 532 $241K 0.02% new Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,041 shares; 2024Q4: 2,799 shares; 2025Q1: 2,660 shares; 2025Q2: 2,660 shares; 2025Q3: 2,660 shares; 2025Q4: 2,977 shares 2,977 $239K 0.02% +317 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,077 shares; 2024Q4: 5,386 shares; 2025Q1: not reported; 2025Q2: 5,092 shares; 2025Q3: 5,092 shares; 2025Q4: 5,092 shares 5,092 $238K 0.02% 0 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,052 shares 1,052 $237K 0.02% new Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 886 shares; 2025Q2: 946 shares; 2025Q3: 1,047 shares; 2025Q4: 1,220 shares 1,220 $237K 0.02% +173 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 892 shares; 2025Q1: 941 shares; 2025Q2: 941 shares; 2025Q3: 941 shares; 2025Q4: 941 shares 941 $236K 0.02% 0 Timeline RS RELIANCE INC More: the full row for RELIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 725 shares; 2025Q2: 725 shares; 2025Q3: 725 shares; 2025Q4: 814 shares 814 $235K 0.02% +89 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,148 shares; 2024Q4: 2,285 shares; 2025Q1: 2,424 shares; 2025Q2: 2,424 shares; 2025Q3: 2,424 shares; 2025Q4: 2,636 shares 2,636 $234K 0.02% +212 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,421 shares; 2025Q4: 14,516 shares 14,516 $233K 0.02% +3,095 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,822 shares 4,822 $227K 0.02% new Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,641 shares; 2024Q4: 6,139 shares; 2025Q1: 7,184 shares; 2025Q2: 6,315 shares; 2025Q3: 5,762 shares; 2025Q4: 5,762 shares 5,762 $227K 0.02% 0 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,867 shares; 2025Q3: 3,136 shares; 2025Q4: 3,556 shares 3,556 $227K 0.02% +420 Timeline PBF PBF ENERGY INC More: the full row for PBF ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,290 shares; 2025Q4: 8,290 shares 8,290 $225K 0.02% 0 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,089 shares; 2024Q4: not reported; 2025Q1: 3,327 shares; 2025Q2: 3,327 shares; 2025Q3: 3,327 shares; 2025Q4: 3,327 shares 3,327 $224K 0.02% 0 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,560 shares; 2025Q4: 9,240 shares 9,240 $224K 0.02% +680 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,010 shares; 2024Q4: 7,647 shares; 2025Q1: 7,647 shares; 2025Q2: 8,167 shares; 2025Q3: 8,167 shares; 2025Q4: 9,436 shares 9,436 $224K 0.02% +1,269 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 530 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 624 shares; 2025Q3: 624 shares; 2025Q4: 689 shares 689 $223K 0.02% +65 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,916 shares 12,916 $223K 0.02% new Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,945 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,945 shares; 2025Q4: 4,945 shares 4,945 $221K 0.02% 0 Timeline BLDR BUILDERS FIRSTSOURCE INC More: the full row for BUILDERS FIRSTSOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,763 shares; 2025Q4: 2,133 shares 2,133 $219K 0.02% +370 Timeline MOS MOSAIC CO More: the full row for MOSAIC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,163 shares; 2025Q2: 8,163 shares; 2025Q3: 8,163 shares; 2025Q4: 9,077 shares 9,077 $219K 0.02% +914 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,751 shares; 2024Q4: 1,653 shares; 2025Q1: 1,499 shares; 2025Q2: 1,366 shares; 2025Q3: 1,275 shares; 2025Q4: 1,169 shares 1,169 $217K 0.02% -106 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,339 shares; 2024Q4: 1,255 shares; 2025Q1: 1,255 shares; 2025Q2: not reported; 2025Q3: 1,169 shares; 2025Q4: 1,169 shares 1,169 $216K 0.02% 0 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,077 shares; 2025Q3: not reported; 2025Q4: 7,702 shares 7,702 $216K 0.02% new Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,120 shares; 2025Q3: 946 shares; 2025Q4: 946 shares 946 $216K 0.02% 0 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,129 shares; 2024Q4: 1,216 shares; 2025Q1: not reported; 2025Q2: 613 shares; 2025Q3: not reported; 2025Q4: 549 shares 549 $214K 0.02% new Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 896 shares 896 $213K 0.02% new Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,764 shares; 2024Q4: 7,764 shares; 2025Q1: 6,986 shares; 2025Q2: 6,477 shares; 2025Q3: 6,477 shares; 2025Q4: 5,966 shares 5,966 $209K 0.01% -511 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,296 shares 1,296 $208K 0.01% new Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,796 shares; 2024Q4: 1,796 shares; 2025Q1: 1,796 shares; 2025Q2: 1,796 shares; 2025Q3: 1,796 shares; 2025Q4: 2,064 shares 2,064 $208K 0.01% +268 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: 3,144 shares; 2024Q4: 4,474 shares; 2025Q1: 4,001 shares; 2025Q2: 3,510 shares; 2025Q3: 3,077 shares; 2025Q4: 2,538 shares 2,538 $208K 0.01% -539 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,480 shares; 2024Q4: 2,636 shares; 2025Q1: 2,636 shares; 2025Q2: not reported; 2025Q3: 2,468 shares; 2025Q4: 2,307 shares 2,307 $204K 0.01% -161 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,187 shares; 2025Q4: 1,720 shares 1,720 $202K 0.01% -467 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,658 shares 7,658 $202K 0.01% new Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 940 shares 940 $201K 0.01% new Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,539 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,955 shares 1,955 $200K 0.01% new Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,868 shares; 2025Q2: 12,806 shares; 2025Q3: 12,806 shares; 2025Q4: 12,806 shares 12,806 $184K 0.01% 0 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,281 shares; 2024Q4: 10,281 shares; 2025Q1: 10,281 shares; 2025Q2: 10,281 shares; 2025Q3: 10,281 shares; 2025Q4: 10,281 shares 10,281 $178K 0.01% 0 Timeline ACI ALBERTSONS COMPANIES INC More: the full row for ALBERTSONS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,343 shares 10,343 $178K 0.01% new Timeline ENVX ENOVIX CORPORATION More: the full row for ENOVIX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,126 shares; 2024Q4: 18,126 shares; 2025Q1: 18,126 shares; 2025Q2: 18,126 shares; 2025Q3: not reported; 2025Q4: 17,808 shares 17,808 $130K 0.01% new Timeline OGI ORGANIGRAM GLOBAL INC More: the full row for ORGANIGRAM GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 37,103 shares; 2025Q3: 54,579 shares; 2025Q4: 72,056 shares 72,056 $121K 0.01% +17,477 Timeline GT GOODYEAR TIRE & RUBR CO More: the full row for GOODYEAR TIRE & RUBR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,822 shares; 2025Q1: 10,822 shares; 2025Q2: 10,822 shares; 2025Q3: 10,822 shares; 2025Q4: 12,392 shares 12,392 $109K 0.01% +1,570 Timeline NWL NEWELL BRANDS INC More: the full row for NEWELL BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,022 shares; 2025Q3: 13,022 shares; 2025Q4: 20,773 shares 20,773 $77.3K 0.01% +7,751 Timeline HTZ HERTZ GLOBAL HLDGS INC More: the full row for HERTZ GLOBAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,049 shares; 2025Q1: 13,049 shares; 2025Q2: 13,049 shares; 2025Q3: 13,049 shares; 2025Q4: 13,049 shares 13,049 $67.1K <0.01% 0 Timeline MPT MEDICAL PROPERTIES TRUST INC More: the full row for MEDICAL PROPERTIES TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,771 shares; 2024Q4: 10,771 shares; 2025Q1: 10,771 shares; 2025Q2: 10,771 shares; 2025Q3: 10,771 shares; 2025Q4: 10,771 shares 10,771 $53.9K <0.01% 0 Timeline XRX XEROX HOLDINGS CORP More: the full row for XEROX HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,804 shares; 2025Q3: 14,505 shares; 2025Q4: 20,186 shares 20,186 $47.8K <0.01% +5,681 Timeline CYH COMMUNITY HEALTH SYS INC NEW More: the full row for COMMUNITY HEALTH SYS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,355 shares; 2025Q4: 14,355 shares 14,355 $44.8K <0.01% 0 Timeline