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: 148,732 shares; 2024Q4: 148,732 shares; 2025Q1: 156,633 shares; 2025Q2: 156,633 shares; 2025Q3: 103,327 shares; 2025Q4: 102,120 shares 102,120 $69.6M 2.33% -1,207 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: 105,179 shares; 2024Q4: 103,465 shares; 2025Q1: 101,828 shares; 2025Q2: 101,828 shares; 2025Q3: 100,546 shares; 2025Q4: 99,405 shares 99,405 $68.1M 2.28% -1,141 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 393,644 shares; 2024Q4: 393,644 shares; 2025Q1: 395,038 shares; 2025Q2: 394,331 shares; 2025Q3: 394,331 shares; 2025Q4: 379,566 shares 379,566 $45.6M 1.53% -14,765 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: 191,091 shares; 2024Q4: 172,110 shares; 2025Q1: 158,343 shares; 2025Q2: 146,262 shares; 2025Q3: 127,862 shares; 2025Q4: 120,700 shares 120,700 $38.9M 1.3% -7,162 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: 36,473 shares; 2024Q4: 35,113 shares; 2025Q1: 35,126 shares; 2025Q2: 34,578 shares; 2025Q3: 401,059 shares; 2025Q4: 352,977 shares 352,977 $37.2M 1.24% -48,082 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: 387,672 shares; 2024Q4: 387,672 shares; 2025Q1: 387,672 shares; 2025Q2: 387,672 shares; 2025Q3: 387,672 shares; 2025Q4: 387,672 shares 387,672 $36.9M 1.24% 0 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: 349,298 shares; 2024Q4: 343,222 shares; 2025Q1: 346,776 shares; 2025Q2: 353,919 shares; 2025Q3: 318,696 shares; 2025Q4: 303,273 shares 303,273 $36.5M 1.22% -15,423 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: 317,459 shares; 2024Q4: 319,640 shares; 2025Q1: 279,007 shares; 2025Q2: 252,663 shares; 2025Q3: 223,734 shares; 2025Q4: 197,122 shares 197,122 $36.2M 1.21% -26,612 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: 202,262 shares; 2024Q4: 220,900 shares; 2025Q1: 178,333 shares; 2025Q2: 191,023 shares; 2025Q3: 166,081 shares; 2025Q4: 156,914 shares 156,914 $35.9M 1.2% -9,167 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: 761,123 shares; 2024Q4: 649,791 shares; 2025Q1: 595,727 shares; 2025Q2: 716,621 shares; 2025Q3: 701,912 shares; 2025Q4: 662,748 shares 662,748 $35.7M 1.2% -39,164 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: 227,260 shares; 2024Q4: 225,424 shares; 2025Q1: 214,328 shares; 2025Q2: 218,167 shares; 2025Q3: 218,233 shares; 2025Q4: 248,224 shares 248,224 $35.6M 1.19% +29,991 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: 11,935 shares; 2024Q4: 236,466 shares; 2025Q1: 236,357 shares; 2025Q2: 255,628 shares; 2025Q3: 222,765 shares; 2025Q4: 232,092 shares 232,092 $35.4M 1.18% +9,327 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: 538,606 shares; 2024Q4: 611,599 shares; 2025Q1: 514,967 shares; 2025Q2: 494,491 shares; 2025Q3: 499,933 shares; 2025Q4: 503,099 shares 503,099 $35.2M 1.18% +3,166 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: 41,968 shares; 2024Q4: 37,270 shares; 2025Q1: 834,889 shares; 2025Q2: 808,088 shares; 2025Q3: 774,503 shares; 2025Q4: 852,623 shares 852,623 $34.7M 1.16% +78,120 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: 162,504 shares; 2024Q4: 143,597 shares; 2025Q1: 137,857 shares; 2025Q2: 126,386 shares; 2025Q3: 121,178 shares; 2025Q4: 119,326 shares 119,326 $34.6M 1.16% -1,852 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: 780,655 shares; 2024Q4: 652,315 shares; 2025Q1: 578,045 shares; 2025Q2: 551,535 shares; 2025Q3: 511,134 shares; 2025Q4: 446,614 shares 446,614 $34.4M 1.15% -64,520 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: 68,911 shares; 2024Q4: 67,793 shares; 2025Q1: 79,230 shares; 2025Q2: 118,999 shares; 2025Q3: 100,304 shares; 2025Q4: 104,183 shares 104,183 $34.4M 1.15% +3,879 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: 331,533 shares; 2024Q4: 323,701 shares; 2025Q1: 259,591 shares; 2025Q2: 260,318 shares; 2025Q3: 253,290 shares; 2025Q4: 274,468 shares 274,468 $34.4M 1.15% +21,178 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: 480,209 shares; 2024Q4: 415,223 shares; 2025Q1: 312,727 shares; 2025Q2: 318,581 shares; 2025Q3: 291,475 shares; 2025Q4: 279,414 shares 279,414 $34.3M 1.15% -12,061 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: 342,679 shares; 2024Q4: 350,771 shares; 2025Q1: 327,443 shares; 2025Q2: 333,847 shares; 2025Q3: 311,300 shares; 2025Q4: 309,718 shares 309,718 $34.2M 1.14% -1,582 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: 173,966 shares; 2024Q4: 154,566 shares; 2025Q1: 139,955 shares; 2025Q2: 124,045 shares; 2025Q3: 126,508 shares; 2025Q4: 124,360 shares 124,360 $34M 1.14% -2,148 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: 375,659 shares; 2024Q4: 290,356 shares; 2025Q1: 290,429 shares; 2025Q2: 267,502 shares; 2025Q3: 220,103 shares; 2025Q4: 191,282 shares 191,282 $34M 1.14% -28,821 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: 66,105 shares; 2024Q4: 72,351 shares; 2025Q1: 77,605 shares; 2025Q2: 70,913 shares; 2025Q3: 71,555 shares; 2025Q4: 70,100 shares 70,100 $33.9M 1.14% -1,455 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: 345,736 shares; 2024Q4: 391,017 shares; 2025Q1: 380,561 shares; 2025Q2: 376,023 shares; 2025Q3: 387,098 shares; 2025Q4: 426,753 shares 426,753 $33.7M 1.13% +39,655 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: 124,748 shares; 2024Q4: 99,650 shares; 2025Q1: 101,694 shares; 2025Q2: 106,070 shares; 2025Q3: 84,243 shares; 2025Q4: 66,008 shares 66,008 $33.7M 1.13% -18,235 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: 204,673 shares; 2024Q4: 182,250 shares; 2025Q1: 196,217 shares; 2025Q2: 196,559 shares; 2025Q3: 166,513 shares; 2025Q4: 161,179 shares 161,179 $33.6M 1.13% -5,334 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: 507,795 shares; 2024Q4: 593,602 shares; 2025Q1: 540,978 shares; 2025Q2: 518,924 shares; 2025Q3: 530,702 shares; 2025Q4: 623,200 shares 623,200 $33.5M 1.12% +92,498 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: 545,560 shares; 2024Q4: 468,394 shares; 2025Q1: 411,964 shares; 2025Q2: 386,645 shares; 2025Q3: 316,962 shares; 2025Q4: 288,891 shares 288,891 $33.5M 1.12% -28,071 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: 132,497 shares; 2024Q4: 128,531 shares; 2025Q1: 116,723 shares; 2025Q2: 112,063 shares; 2025Q3: 107,858 shares; 2025Q4: 109,683 shares 109,683 $33.5M 1.12% +1,825 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: 36,740 shares; 2025Q1: 37,436 shares; 2025Q2: 35,078 shares; 2025Q3: 30,439 shares; 2025Q4: 31,197 shares 31,197 $33.4M 1.12% +758 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: 109,180 shares; 2024Q4: 93,744 shares; 2025Q1: 96,801 shares; 2025Q2: 96,445 shares; 2025Q3: 84,455 shares; 2025Q4: 97,001 shares 97,001 $33.4M 1.12% +12,546 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: 216,739 shares; 2024Q4: 238,381 shares; 2025Q1: 233,656 shares; 2025Q2: 265,925 shares; 2025Q3: 237,273 shares; 2025Q4: 232,512 shares 232,512 $33.4M 1.12% -4,761 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: 149,650 shares; 2024Q4: 160,594 shares; 2025Q1: 147,478 shares; 2025Q2: 156,890 shares; 2025Q3: 154,141 shares; 2025Q4: 144,051 shares 144,051 $33.3M 1.12% -10,090 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: 4,834 shares; 2024Q4: 4,939 shares; 2025Q1: 4,111 shares; 2025Q2: 3,973 shares; 2025Q3: 3,732 shares; 2025Q4: 101,689 shares 101,689 $33.3M 1.11% +97,957 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: 126,074 shares; 2024Q4: 132,922 shares; 2025Q1: 137,531 shares; 2025Q2: 123,256 shares; 2025Q3: 102,480 shares; 2025Q4: 98,343 shares 98,343 $33.1M 1.11% -4,137 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: 406,256 shares; 2024Q4: 371,438 shares; 2025Q1: 315,638 shares; 2025Q2: 386,106 shares; 2025Q3: 390,422 shares; 2025Q4: 392,988 shares 392,988 $33.1M 1.11% +2,566 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: 349,093 shares; 2024Q4: 363,411 shares; 2025Q1: 390,631 shares; 2025Q2: 400,755 shares; 2025Q3: 363,131 shares; 2025Q4: 353,072 shares 353,072 $33.1M 1.11% -10,059 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: 170,609 shares; 2024Q4: 171,645 shares; 2025Q1: 156,768 shares; 2025Q2: 157,332 shares; 2025Q3: 134,814 shares; 2025Q4: 121,800 shares 121,800 $33M 1.11% -13,014 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: 116,445 shares; 2024Q4: 98,293 shares; 2025Q1: 109,385 shares; 2025Q2: 100,324 shares; 2025Q3: 81,480 shares; 2025Q4: 57,579 shares 57,579 $33M 1.1% -23,901 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: 376,991 shares; 2024Q4: 359,306 shares; 2025Q1: 429,422 shares; 2025Q2: 477,883 shares; 2025Q3: 423,528 shares; 2025Q4: 408,356 shares 408,356 $33M 1.1% -15,172 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: 233,713 shares; 2024Q4: 235,447 shares; 2025Q1: 232,201 shares; 2025Q2: 234,745 shares; 2025Q3: 212,849 shares; 2025Q4: 191,765 shares 191,765 $32.8M 1.1% -21,084 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: 139,234 shares; 2024Q4: 125,570 shares; 2025Q1: 114,488 shares; 2025Q2: 106,827 shares; 2025Q3: 112,529 shares; 2025Q4: 127,421 shares 127,421 $32.8M 1.1% +14,892 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: 188,906 shares; 2024Q4: 194,044 shares; 2025Q1: 185,568 shares; 2025Q2: 183,474 shares; 2025Q3: 182,578 shares; 2025Q4: 188,614 shares 188,614 $32.7M 1.1% +6,036 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: 5,019 shares; 2024Q4: 4,827 shares; 2025Q1: 4,842 shares; 2025Q2: 4,675 shares; 2025Q3: 149,432 shares; 2025Q4: 166,746 shares 166,746 $32.5M 1.09% +17,314 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: 7,815 shares; 2024Q4: 7,815 shares; 2025Q1: 404,953 shares; 2025Q2: 445,660 shares; 2025Q3: 409,864 shares; 2025Q4: 368,763 shares 368,763 $32.5M 1.09% -41,101 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: 154,019 shares; 2024Q4: 136,383 shares; 2025Q1: 137,686 shares; 2025Q2: 139,470 shares; 2025Q3: 126,697 shares; 2025Q4: 131,417 shares 131,417 $32.4M 1.08% +4,720 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: 1,241 shares; 2024Q4: 1,214 shares; 2025Q1: 1,214 shares; 2025Q2: 1,176 shares; 2025Q3: 115,440 shares; 2025Q4: 110,241 shares 110,241 $32.4M 1.08% -5,199 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: 2,055 shares; 2024Q4: 2,036 shares; 2025Q1: 1,951 shares; 2025Q2: 1,908 shares; 2025Q3: 104,468 shares; 2025Q4: 117,583 shares 117,583 $32.4M 1.08% +13,115 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 143,602 shares; 2025Q1: 168,431 shares; 2025Q2: 172,871 shares; 2025Q3: 151,245 shares; 2025Q4: 156,769 shares 156,769 $32.3M 1.08% +5,524 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: 214,087 shares; 2024Q4: 229,267 shares; 2025Q1: 201,456 shares; 2025Q2: 209,083 shares; 2025Q3: 178,680 shares; 2025Q4: 154,793 shares 154,793 $32M 1.07% -23,887 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: 881,019 shares; 2024Q4: 735,984 shares; 2025Q1: 750,394 shares; 2025Q2: 673,176 shares; 2025Q3: 461,775 shares; 2025Q4: 364,665 shares 364,665 $31.9M 1.07% -97,110 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: 4,734 shares; 2024Q4: 4,455 shares; 2025Q1: 268,564 shares; 2025Q2: 265,334 shares; 2025Q3: 202,411 shares; 2025Q4: 194,835 shares 194,835 $31.7M 1.06% -7,576 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: 301,988 shares; 2024Q4: 284,463 shares; 2025Q1: 282,928 shares; 2025Q2: 303,562 shares; 2025Q3: 277,163 shares; 2025Q4: 302,028 shares 302,028 $31.7M 1.06% +24,865 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: 5,622 shares; 2024Q4: 5,243 shares; 2025Q1: 5,110 shares; 2025Q2: 5,209 shares; 2025Q3: 4,937 shares; 2025Q4: 507,459 shares 507,459 $31.7M 1.06% +502,522 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: 4,713 shares; 2024Q4: 5,043 shares; 2025Q1: 5,343 shares; 2025Q2: 5,173 shares; 2025Q3: 124,821 shares; 2025Q4: 106,852 shares 106,852 $31.7M 1.06% -17,969 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 261,303 shares; 2024Q4: 288,349 shares; 2025Q1: 278,749 shares; 2025Q2: 265,329 shares; 2025Q3: 233,033 shares; 2025Q4: 246,390 shares 246,390 $30.3M 1.01% +13,357 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 173,262 shares 173,262 $30.1M 1.01% new 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: 369,234 shares; 2024Q4: 402,500 shares; 2025Q1: 454,314 shares; 2025Q2: 479,055 shares; 2025Q3: 417,187 shares; 2025Q4: 436,710 shares 436,710 $29.2M 0.98% +19,523 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: 1,049,462 shares; 2024Q4: 1,010,955 shares; 2025Q1: 1,173,130 shares; 2025Q2: 1,335,807 shares; 2025Q3: 1,123,250 shares; 2025Q4: 1,299,416 shares 1,299,416 $29M 0.97% +176,166 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: 215,543 shares; 2024Q4: 203,983 shares; 2025Q1: 203,967 shares; 2025Q2: 189,156 shares; 2025Q3: 171,732 shares; 2025Q4: 154,976 shares 154,976 $28.9M 0.97% -16,756 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: 228,209 shares; 2024Q4: 222,885 shares; 2025Q1: 181,582 shares; 2025Q2: 148,981 shares; 2025Q3: 156,433 shares; 2025Q4: 170,476 shares 170,476 $27.3M 0.92% +14,043 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 641,275 shares; 2024Q4: 641,275 shares; 2025Q1: 641,275 shares; 2025Q2: 713,275 shares; 2025Q3: 641,275 shares; 2025Q4: 641,275 shares 641,275 $26.5M 0.89% 0 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: 120,282 shares; 2024Q4: 115,560 shares; 2025Q1: 110,419 shares; 2025Q2: 112,083 shares; 2025Q3: 108,297 shares; 2025Q4: 95,599 shares 95,599 $26M 0.87% -12,698 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: 9,712 shares; 2024Q4: 9,447 shares; 2025Q1: 10,297 shares; 2025Q2: 8,774 shares; 2025Q3: 366,183 shares; 2025Q4: 411,983 shares 411,983 $23.8M 0.8% +45,800 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,831 shares; 2024Q4: 58,228 shares; 2025Q1: 56,701 shares; 2025Q2: 54,017 shares; 2025Q3: 52,606 shares; 2025Q4: 48,983 shares 48,983 $23.7M 0.79% -3,623 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,768 shares; 2024Q4: 40,185 shares; 2025Q1: 40,185 shares; 2025Q2: 40,185 shares; 2025Q3: 38,596 shares; 2025Q4: 38,596 shares 38,596 $23.3M 0.78% 0 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 330,740 shares; 2024Q4: 330,740 shares; 2025Q1: 330,740 shares; 2025Q2: 330,740 shares; 2025Q3: 330,740 shares; 2025Q4: 330,740 shares 330,740 $21.8M 0.73% 0 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: 42,527 shares; 2024Q4: 39,804 shares; 2025Q1: 39,435 shares; 2025Q2: 39,435 shares; 2025Q3: 31,887 shares; 2025Q4: 31,887 shares 31,887 $20M 0.67% 0 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: 49,266 shares; 2024Q4: 49,266 shares; 2025Q1: 49,266 shares; 2025Q2: 49,266 shares; 2025Q3: 49,266 shares; 2025Q4: 49,266 shares 49,266 $16.5M 0.55% 0 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,359 shares; 2025Q3: 30,015 shares; 2025Q4: 32,065 shares 32,065 $14.3M 0.48% +2,050 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: 70,991 shares; 2024Q4: 63,941 shares; 2025Q1: 57,922 shares; 2025Q2: 57,831 shares; 2025Q3: 49,306 shares; 2025Q4: 42,848 shares 42,848 $13.4M 0.45% -6,458 Timeline BAB 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: 470,000 shares; 2024Q4: 470,000 shares; 2025Q1: 490,000 shares; 2025Q2: 490,000 shares; 2025Q3: 490,000 shares; 2025Q4: 490,000 shares 490,000 $13.3M 0.45% 0 Timeline SPHY 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: not reported; 2025Q3: not reported; 2025Q4: 560,198 shares 560,198 $13.3M 0.44% new 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: 266,319 shares; 2024Q4: 36,327 shares; 2025Q1: 30,616 shares; 2025Q2: 28,045 shares; 2025Q3: 28,116 shares; 2025Q4: 37,267 shares 37,267 $12.9M 0.43% +9,151 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 390,500 shares; 2024Q4: 390,500 shares; 2025Q1: 390,500 shares; 2025Q2: 390,500 shares; 2025Q3: 390,500 shares; 2025Q4: 390,500 shares 390,500 $12.1M 0.4% 0 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: 253,895 shares; 2024Q4: 303,561 shares; 2025Q1: 322,459 shares; 2025Q2: 317,340 shares; 2025Q3: 126,096 shares; 2025Q4: 123,788 shares 123,788 $11.9M 0.4% -2,308 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: 59,981 shares; 2024Q4: 57,348 shares; 2025Q1: 58,057 shares; 2025Q2: 56,272 shares; 2025Q3: 55,732 shares; 2025Q4: 51,159 shares 51,159 $11.8M 0.4% -4,573 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: 23,501 shares; 2024Q4: 21,518 shares; 2025Q1: 19,215 shares; 2025Q2: 18,683 shares; 2025Q3: 17,575 shares; 2025Q4: 17,626 shares 17,626 $11.6M 0.39% +51 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,087 shares; 2024Q4: 24,087 shares; 2025Q1: 24,087 shares; 2025Q2: 24,087 shares; 2025Q3: 24,087 shares; 2025Q4: 24,087 shares 24,087 $11.4M 0.38% 0 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,775 shares; 2025Q3: 50,885 shares; 2025Q4: 54,399 shares 54,399 $11.1M 0.37% +3,514 Timeline PFFD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 580,200 shares; 2024Q4: 580,200 shares; 2025Q1: 580,200 shares; 2025Q2: 580,200 shares; 2025Q3: 580,200 shares; 2025Q4: 580,200 shares 580,200 $11M 0.37% 0 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 118,845 shares; 2024Q4: 118,845 shares; 2025Q1: 118,845 shares; 2025Q2: 118,845 shares; 2025Q3: 118,845 shares; 2025Q4: 118,845 shares 118,845 $10.6M 0.36% 0 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,939 shares; 2024Q4: 64,939 shares; 2025Q1: 50,939 shares; 2025Q2: 50,939 shares; 2025Q3: 41,524 shares; 2025Q4: 41,524 shares 41,524 $10.2M 0.34% 0 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: 65,275 shares; 2024Q4: 65,275 shares; 2025Q1: 65,275 shares; 2025Q2: 114,263 shares; 2025Q3: 151,091 shares; 2025Q4: 159,445 shares 159,445 $9.96M 0.33% +8,354 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,193 shares; 2024Q4: 44,404 shares; 2025Q1: 44,404 shares; 2025Q2: 86,310 shares; 2025Q3: 74,770 shares; 2025Q4: 80,100 shares 80,100 $9.87M 0.33% +5,330 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: 10,204 shares; 2024Q4: 10,615 shares; 2025Q1: 9,396 shares; 2025Q2: 10,429 shares; 2025Q3: 10,269 shares; 2025Q4: 8,744 shares 8,744 $9.4M 0.31% -1,525 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 137,998 shares; 2024Q4: 137,998 shares; 2025Q1: 137,998 shares; 2025Q2: 137,998 shares; 2025Q3: 137,998 shares; 2025Q4: 137,998 shares 137,998 $9.28M 0.31% 0 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: 29,765 shares; 2024Q4: 26,866 shares; 2025Q1: 27,230 shares; 2025Q2: 25,869 shares; 2025Q3: 25,765 shares; 2025Q4: 25,400 shares 25,400 $7.97M 0.27% -365 Timeline BANK OF AMER CORP 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: 6,235 shares; 2024Q4: 6,235 shares; 2025Q1: 6,235 shares; 2025Q2: 6,235 shares; 2025Q3: 6,235 shares; 2025Q4: 6,235 shares 6,235 $7.81M 0.26% 0 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: 27,178 shares; 2024Q4: 26,507 shares; 2025Q1: 23,019 shares; 2025Q2: 23,019 shares; 2025Q3: 22,861 shares; 2025Q4: 22,136 shares 22,136 $7.76M 0.26% -725 Timeline HEDJ 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: 144,030 shares; 2024Q4: 144,030 shares; 2025Q1: 144,030 shares; 2025Q2: 144,030 shares; 2025Q3: 144,030 shares; 2025Q4: 144,030 shares 144,030 $7.64M 0.26% 0 Timeline WELLS FARGO & CO 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: 6,065 shares; 2024Q4: 6,065 shares; 2025Q1: 6,065 shares; 2025Q2: 6,065 shares; 2025Q3: 6,065 shares; 2025Q4: 6,065 shares 6,065 $7.38M 0.25% 0 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: 15,087 shares; 2024Q4: 14,756 shares; 2025Q1: 12,872 shares; 2025Q2: 12,805 shares; 2025Q3: 12,236 shares; 2025Q4: 12,406 shares 12,406 $7.08M 0.24% +170 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: 83,038 shares; 2024Q4: 72,882 shares; 2025Q1: 67,602 shares; 2025Q2: 66,737 shares; 2025Q3: 63,458 shares; 2025Q4: 62,519 shares 62,519 $6.97M 0.23% -939 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,882 shares; 2024Q4: 60,882 shares; 2025Q1: 60,379 shares; 2025Q2: 47,016 shares; 2025Q3: 47,016 shares; 2025Q4: 48,042 shares 48,042 $6.78M 0.23% +1,026 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,615 shares; 2024Q4: 70,615 shares; 2025Q1: 63,734 shares; 2025Q2: 48,426 shares; 2025Q3: 48,426 shares; 2025Q4: 49,023 shares 49,023 $6.71M 0.22% +597 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: 16,754 shares; 2024Q4: 17,057 shares; 2025Q1: 17,226 shares; 2025Q2: 16,669 shares; 2025Q3: 16,669 shares; 2025Q4: 14,870 shares 14,870 $6.69M 0.22% -1,799 Timeline HYG 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: 58,395 shares; 2024Q4: 58,395 shares; 2025Q1: 58,395 shares; 2025Q2: 75,158 shares; 2025Q3: 75,158 shares; 2025Q4: 75,158 shares 75,158 $6.06M 0.2% 0 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: 8,111 shares; 2024Q4: 7,822 shares; 2025Q1: 6,435 shares; 2025Q2: 6,520 shares; 2025Q3: 6,413 shares; 2025Q4: 6,828 shares 6,828 $5.89M 0.2% +415 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: 68,056 shares; 2025Q1: 60,613 shares; 2025Q2: 58,610 shares; 2025Q3: 46,275 shares; 2025Q4: 34,023 shares 34,023 $5.82M 0.2% -12,252 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: 10,041 shares; 2024Q4: 11,582 shares; 2025Q1: 10,285 shares; 2025Q2: 13,132 shares; 2025Q3: 10,937 shares; 2025Q4: 9,970 shares 9,970 $5.78M 0.19% -967 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: 5,905 shares; 2024Q4: 6,028 shares; 2025Q1: 6,508 shares; 2025Q2: 6,283 shares; 2025Q3: 19,021 shares; 2025Q4: 18,699 shares 18,699 $5.76M 0.19% -322 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: 78,628 shares; 2024Q4: 66,355 shares; 2025Q1: 55,647 shares; 2025Q2: 51,826 shares; 2025Q3: 53,247 shares; 2025Q4: 56,862 shares 56,862 $5.68M 0.19% +3,615 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: 30,900 shares; 2024Q4: 32,790 shares; 2025Q1: 33,054 shares; 2025Q2: 33,067 shares; 2025Q3: 30,359 shares; 2025Q4: 21,403 shares 21,403 $5.5M 0.18% -8,956 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,460 shares; 2024Q4: 4,218 shares; 2025Q1: 5,759 shares; 2025Q2: 5,673 shares; 2025Q3: 16,315 shares; 2025Q4: 14,791 shares 14,791 $5.47M 0.18% -1,524 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: 9,359 shares; 2024Q4: 9,544 shares; 2025Q1: 8,820 shares; 2025Q2: 7,673 shares; 2025Q3: 7,996 shares; 2025Q4: 8,204 shares 8,204 $5.43M 0.18% +208 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: 9,246 shares; 2024Q4: 8,932 shares; 2025Q1: 9,091 shares; 2025Q2: 8,687 shares; 2025Q3: 43,956 shares; 2025Q4: 40,198 shares 40,198 $5.43M 0.18% -3,758 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 100,754 shares; 2025Q2: 100,754 shares; 2025Q3: 100,754 shares; 2025Q4: 100,754 shares 100,754 $5.43M 0.18% 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: 45,775 shares; 2024Q4: 45,473 shares; 2025Q1: 41,265 shares; 2025Q2: 41,592 shares; 2025Q3: 37,238 shares; 2025Q4: 35,294 shares 35,294 $5.42M 0.18% -1,944 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: 7,064 shares; 2024Q4: 8,018 shares; 2025Q1: 6,616 shares; 2025Q2: 6,318 shares; 2025Q3: 5,264 shares; 2025Q4: 4,387 shares 4,387 $5.33M 0.18% -877 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: 21,730 shares; 2024Q4: 17,261 shares; 2025Q1: 18,246 shares; 2025Q2: 20,051 shares; 2025Q3: 19,893 shares; 2025Q4: 19,977 shares 19,977 $5.29M 0.18% +84 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: 55,617 shares; 2024Q4: 46,711 shares; 2025Q1: 43,598 shares; 2025Q2: 44,041 shares; 2025Q3: 41,284 shares; 2025Q4: 44,286 shares 44,286 $5.04M 0.17% +3,002 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: 31,175 shares; 2024Q4: 33,718 shares; 2025Q1: 27,559 shares; 2025Q2: 27,816 shares; 2025Q3: 27,414 shares; 2025Q4: 30,985 shares 30,985 $5.02M 0.17% +3,571 Timeline NWE NORTHWESTERN ENERGY GROUP IN More: the full row for NORTHWESTERN ENERGY GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,076 shares; 2024Q4: 77,076 shares; 2025Q1: 77,076 shares; 2025Q2: 77,076 shares; 2025Q3: 77,076 shares; 2025Q4: 77,076 shares 77,076 $4.97M 0.17% 0 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: 12,410 shares; 2024Q4: 11,829 shares; 2025Q1: 11,783 shares; 2025Q2: 11,387 shares; 2025Q3: 11,387 shares; 2025Q4: 9,825 shares 9,825 $4.94M 0.17% -1,562 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,742 shares; 2024Q4: 20,554 shares; 2025Q1: 16,842 shares; 2025Q2: 17,874 shares; 2025Q3: 16,832 shares; 2025Q4: 18,788 shares 18,788 $4.93M 0.17% +1,956 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: 1,296 shares; 2024Q4: 1,009 shares; 2025Q1: 930 shares; 2025Q2: 882 shares; 2025Q3: 845 shares; 2025Q4: 914 shares 914 $4.89M 0.16% +69 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,447 shares; 2024Q4: 1,412 shares; 2025Q1: 1,412 shares; 2025Q2: 1,433 shares; 2025Q3: 19,371 shares; 2025Q4: 22,729 shares 22,729 $4.82M 0.16% +3,358 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: 21,259 shares; 2024Q4: 24,277 shares; 2025Q1: 21,400 shares; 2025Q2: 23,581 shares; 2025Q3: 22,445 shares; 2025Q4: 20,459 shares 20,459 $4.68M 0.16% -1,986 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: 20,292 shares; 2024Q4: 20,534 shares; 2025Q1: 16,247 shares; 2025Q2: 16,989 shares; 2025Q3: 18,158 shares; 2025Q4: 20,116 shares 20,116 $4.58M 0.15% +1,958 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: 20,870 shares; 2024Q4: 20,453 shares; 2025Q1: 17,405 shares; 2025Q2: 17,708 shares; 2025Q3: 18,211 shares; 2025Q4: 20,407 shares 20,407 $4.48M 0.15% +2,196 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,578 shares; 2024Q4: 20,947 shares; 2025Q1: 17,833 shares; 2025Q2: 19,024 shares; 2025Q3: 20,462 shares; 2025Q4: 23,938 shares 23,938 $4.44M 0.15% +3,476 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: 63,033 shares; 2024Q4: 67,663 shares; 2025Q1: 53,199 shares; 2025Q2: 67,132 shares; 2025Q3: 55,751 shares; 2025Q4: 63,526 shares 63,526 $4.05M 0.14% +7,775 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,835 shares; 2024Q4: 46,835 shares; 2025Q1: 40,944 shares; 2025Q2: 40,350 shares; 2025Q3: 40,350 shares; 2025Q4: 45,628 shares 45,628 $4.04M 0.14% +5,278 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,283 shares; 2024Q4: 22,283 shares; 2025Q1: 68,083 shares; 2025Q2: 70,131 shares; 2025Q3: 70,131 shares; 2025Q4: 66,780 shares 66,780 $3.65M 0.12% -3,351 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: 43,177 shares; 2024Q4: 43,177 shares; 2025Q1: 43,089 shares; 2025Q2: 43,011 shares; 2025Q3: 43,011 shares; 2025Q4: 42,074 shares 42,074 $3.32M 0.11% -937 Timeline UTF COHEN & STEERS INFRASTRUCTUR More: the full row for COHEN & STEERS INFRASTRUCTUR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 138,980 shares; 2024Q4: 118,182 shares; 2025Q1: 120,481 shares; 2025Q2: 122,752 shares; 2025Q3: 124,984 shares; 2025Q4: 127,390 shares 127,390 $3.07M 0.1% +2,406 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,535 shares; 2024Q4: 10,535 shares; 2025Q1: 10,535 shares; 2025Q2: 10,535 shares; 2025Q3: 10,535 shares; 2025Q4: 10,535 shares 10,535 $3.06M 0.1% 0 Timeline ANGL 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: 50,706 shares; 2024Q4: 50,706 shares; 2025Q1: 50,706 shares; 2025Q2: 97,267 shares; 2025Q3: 97,267 shares; 2025Q4: 97,267 shares 97,267 $2.86M 0.1% 0 Timeline SPLB 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: 124,080 shares; 2024Q4: 124,080 shares; 2025Q1: 124,080 shares; 2025Q2: 124,080 shares; 2025Q3: 124,080 shares; 2025Q4: 124,080 shares 124,080 $2.8M 0.09% 0 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,292 shares; 2024Q4: 34,049 shares; 2025Q1: 34,049 shares; 2025Q2: 33,994 shares; 2025Q3: 33,994 shares; 2025Q4: 34,073 shares 34,073 $2.47M 0.08% +79 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: 9,084 shares; 2024Q4: 9,084 shares; 2025Q1: 9,084 shares; 2025Q2: 9,084 shares; 2025Q3: 9,084 shares; 2025Q4: 9,084 shares 9,084 $2.34M 0.08% 0 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,236 shares; 2025Q2: 19,236 shares; 2025Q3: 19,236 shares; 2025Q4: 19,236 shares 19,236 $2.3M 0.08% 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: 30,394 shares; 2024Q4: 27,896 shares; 2025Q1: 26,903 shares; 2025Q2: 26,054 shares; 2025Q3: 26,054 shares; 2025Q4: 23,387 shares 23,387 $2.18M 0.07% -2,667 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: 3,020 shares; 2024Q4: 2,686 shares; 2025Q1: 2,731 shares; 2025Q2: 2,628 shares; 2025Q3: 2,628 shares; 2025Q4: 22,706 shares 22,706 $2.13M 0.07% +20,078 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,895 shares; 2025Q1: 10,873 shares; 2025Q2: 11,556 shares; 2025Q3: 11,687 shares; 2025Q4: 11,784 shares 11,784 $2.09M 0.07% +97 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: 50,343 shares; 2024Q4: 41,470 shares; 2025Q1: 44,731 shares; 2025Q2: 38,029 shares; 2025Q3: 38,029 shares; 2025Q4: 35,670 shares 35,670 $1.96M 0.07% -2,359 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: 34,430 shares; 2024Q4: 33,365 shares; 2025Q1: 33,365 shares; 2025Q2: 33,041 shares; 2025Q3: 33,041 shares; 2025Q4: 33,217 shares 33,217 $1.95M 0.07% +176 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: 10,849 shares; 2024Q4: 10,163 shares; 2025Q1: 10,174 shares; 2025Q2: 9,854 shares; 2025Q3: 9,854 shares; 2025Q4: 8,657 shares 8,657 $1.85M 0.06% -1,197 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 143,035 shares; 2024Q4: 143,035 shares; 2025Q1: 79,001 shares; 2025Q2: 79,001 shares; 2025Q3: 20,598 shares; 2025Q4: 18,612 shares 18,612 $1.79M 0.06% -1,986 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: 7,866 shares; 2024Q4: 7,200 shares; 2025Q1: 7,311 shares; 2025Q2: 7,040 shares; 2025Q3: 7,040 shares; 2025Q4: 6,076 shares 6,076 $1.73M 0.06% -964 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: 11,422 shares; 2024Q4: 11,119 shares; 2025Q1: 10,768 shares; 2025Q2: 10,452 shares; 2025Q3: 10,452 shares; 2025Q4: 8,823 shares 8,823 $1.72M 0.06% -1,629 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: 77,086 shares; 2024Q4: 70,838 shares; 2025Q1: 70,466 shares; 2025Q2: 68,870 shares; 2025Q3: 68,870 shares; 2025Q4: 69,018 shares 69,018 $1.72M 0.06% +148 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 36,000 shares; 2025Q2: 36,000 shares; 2025Q3: 36,000 shares; 2025Q4: 36,000 shares 36,000 $1.69M 0.06% 0 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: 991,772 shares; 2024Q4: 905,875 shares; 2025Q1: 1,006,310 shares; 2025Q2: 1,013,786 shares; 2025Q3: 999,221 shares; 2025Q4: 54,337 shares 54,337 $1.62M 0.05% -944,884 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: 14,350 shares; 2024Q4: 14,881 shares; 2025Q1: 14,793 shares; 2025Q2: 14,352 shares; 2025Q3: 14,352 shares; 2025Q4: 13,570 shares 13,570 $1.58M 0.05% -782 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: 2,305 shares; 2024Q4: 2,217 shares; 2025Q1: 2,206 shares; 2025Q2: 2,135 shares; 2025Q3: 2,135 shares; 2025Q4: 1,652 shares 1,652 $1.45M 0.05% -483 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,427 shares; 2025Q4: 5,427 shares 5,427 $1.36M 0.05% 0 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: 12,914 shares; 2024Q4: 12,516 shares; 2025Q1: 12,637 shares; 2025Q2: 12,594 shares; 2025Q3: 12,594 shares; 2025Q4: 12,623 shares 12,623 $1.33M 0.04% +29 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,050 shares; 2025Q4: 6,050 shares 6,050 $1.33M 0.04% 0 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,115 shares; 2024Q4: 6,272 shares; 2025Q1: 6,272 shares; 2025Q2: 6,272 shares; 2025Q3: 6,227 shares; 2025Q4: 6,227 shares 6,227 $1.32M 0.04% 0 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: 49,746 shares; 2024Q4: 41,664 shares; 2025Q1: 57,688 shares; 2025Q2: 44,132 shares; 2025Q3: 44,132 shares; 2025Q4: 47,772 shares 47,772 $1.19M 0.04% +3,640 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: 14,552 shares; 2024Q4: 12,955 shares; 2025Q1: 12,739 shares; 2025Q2: 12,877 shares; 2025Q3: 12,262 shares; 2025Q4: 12,329 shares 12,329 $1.18M 0.04% +67 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,380 shares; 2024Q4: 3,629 shares; 2025Q1: 2,698 shares; 2025Q2: 2,632 shares; 2025Q3: 2,302 shares; 2025Q4: 1,929 shares 1,929 $1.09M 0.04% -373 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,076 shares; 2024Q4: 3,025 shares; 2025Q1: 2,980 shares; 2025Q2: 2,829 shares; 2025Q3: 2,829 shares; 2025Q4: 2,452 shares 2,452 $1.05M 0.04% -377 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: 253,588 shares; 2024Q4: 270,938 shares; 2025Q1: 248,464 shares; 2025Q2: 248,209 shares; 2025Q3: 251,748 shares; 2025Q4: 10,336 shares 10,336 $1.04M 0.03% -241,412 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 281,837 shares; 2024Q4: 260,200 shares; 2025Q1: 231,852 shares; 2025Q2: 215,073 shares; 2025Q3: 244,096 shares; 2025Q4: 9,092 shares 9,092 $1.02M 0.03% -235,004 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: 1,319 shares; 2024Q4: 1,580 shares; 2025Q1: 1,750 shares; 2025Q2: 1,691 shares; 2025Q3: 1,727 shares; 2025Q4: 1,446 shares 1,446 $945K 0.03% -281 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: 11,295 shares; 2024Q4: 10,516 shares; 2025Q1: 11,536 shares; 2025Q2: 11,141 shares; 2025Q3: 11,141 shares; 2025Q4: 11,064 shares 11,064 $904K 0.03% -77 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: 4,391 shares; 2024Q4: 4,045 shares; 2025Q1: 4,027 shares; 2025Q2: 3,889 shares; 2025Q3: 3,889 shares; 2025Q4: 3,342 shares 3,342 $897K 0.03% -547 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: 14,418 shares; 2024Q4: 13,929 shares; 2025Q1: 14,089 shares; 2025Q2: 13,611 shares; 2025Q3: 13,611 shares; 2025Q4: 11,114 shares 11,114 $892K 0.03% -2,497 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: 17,296 shares; 2024Q4: 16,895 shares; 2025Q1: 16,821 shares; 2025Q2: 16,683 shares; 2025Q3: 16,683 shares; 2025Q4: 15,275 shares 15,275 $878K 0.03% -1,408 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,864 shares; 2024Q4: 3,907 shares; 2025Q1: 4,608 shares; 2025Q2: 4,569 shares; 2025Q3: 4,655 shares; 2025Q4: 4,035 shares 4,035 $876K 0.03% -620 Timeline VCLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,380 shares; 2024Q4: 11,380 shares; 2025Q1: 11,380 shares; 2025Q2: 11,380 shares; 2025Q3: 11,380 shares; 2025Q4: 11,380 shares 11,380 $863K 0.03% 0 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: 26,259 shares; 2024Q4: 22,650 shares; 2025Q1: 23,218 shares; 2025Q2: 21,983 shares; 2025Q3: 21,666 shares; 2025Q4: 23,367 shares 23,367 $862K 0.03% +1,701 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: 2,538 shares; 2024Q4: 2,682 shares; 2025Q1: 1,992 shares; 2025Q2: 1,935 shares; 2025Q3: 1,593 shares; 2025Q4: 1,637 shares 1,637 $855K 0.03% +44 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,071 shares; 2024Q4: 1,239 shares; 2025Q1: 1,252 shares; 2025Q2: 1,199 shares; 2025Q3: 1,199 shares; 2025Q4: 5,496 shares 5,496 $842K 0.03% +4,297 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: 3,187 shares; 2024Q4: 2,429 shares; 2025Q1: 2,385 shares; 2025Q2: 3,809 shares; 2025Q3: 3,900 shares; 2025Q4: 3,381 shares 3,381 $819K 0.03% -519 Timeline IVOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,726 shares; 2025Q3: 6,348 shares; 2025Q4: 6,787 shares 6,787 $816K 0.03% +439 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: 10,796 shares; 2024Q4: 11,558 shares; 2025Q1: 11,764 shares; 2025Q2: 11,650 shares; 2025Q3: 11,650 shares; 2025Q4: 11,008 shares 11,008 $809K 0.03% -642 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: 3,987 shares; 2024Q4: 4,005 shares; 2025Q1: 3,308 shares; 2025Q2: 3,202 shares; 2025Q3: 2,953 shares; 2025Q4: 2,306 shares 2,306 $807K 0.03% -647 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,170 shares; 2024Q4: 3,005 shares; 2025Q1: 2,778 shares; 2025Q2: 2,830 shares; 2025Q3: 2,830 shares; 2025Q4: 3,006 shares 3,006 $780K 0.03% +176 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,648 shares; 2024Q4: 9,375 shares; 2025Q1: 9,384 shares; 2025Q2: 9,130 shares; 2025Q3: 9,130 shares; 2025Q4: 7,906 shares 7,906 $754K 0.03% -1,224 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: 26,666 shares; 2024Q4: 27,994 shares; 2025Q1: 14,938 shares; 2025Q2: 14,650 shares; 2025Q3: 13,164 shares; 2025Q4: 12,516 shares 12,516 $752K 0.03% -648 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: 4,847 shares; 2024Q4: 4,319 shares; 2025Q1: 4,273 shares; 2025Q2: 4,142 shares; 2025Q3: 4,142 shares; 2025Q4: 3,071 shares 3,071 $741K 0.02% -1,071 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,789 shares; 2025Q1: 6,825 shares; 2025Q2: 6,584 shares; 2025Q3: 6,584 shares; 2025Q4: 5,601 shares 5,601 $734K 0.02% -983 Timeline VMRK VIVMARK RESIDENTIAL More: the full row for VIVMARK RESIDENTIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,864 shares; 2025Q1: 10,307 shares; 2025Q2: 9,840 shares; 2025Q3: 10,189 shares; 2025Q4: 11,179 shares 11,179 $705K 0.02% +990 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN 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: 1,030 shares 1,030 $694K 0.02% new Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,886 shares; 2024Q4: 5,057 shares; 2025Q1: 2,239 shares; 2025Q2: 2,142 shares; 2025Q3: 2,142 shares; 2025Q4: 2,124 shares 2,124 $677K 0.02% -18 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: 2,397 shares; 2024Q4: 2,520 shares; 2025Q1: 2,551 shares; 2025Q2: 2,482 shares; 2025Q3: 2,259 shares; 2025Q4: 1,865 shares 1,865 $655K 0.02% -394 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: 3,118 shares; 2024Q4: 3,277 shares; 2025Q1: 3,428 shares; 2025Q2: 3,331 shares; 2025Q3: 3,331 shares; 2025Q4: 3,467 shares 3,467 $644K 0.02% +136 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,462 shares; 2024Q4: 2,832 shares; 2025Q1: 3,175 shares; 2025Q2: 3,011 shares; 2025Q3: 3,011 shares; 2025Q4: 3,453 shares 3,453 $636K 0.02% +442 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: 1,503 shares; 2024Q4: 1,414 shares; 2025Q1: 1,586 shares; 2025Q2: 1,544 shares; 2025Q3: 1,544 shares; 2025Q4: 1,400 shares 1,400 $635K 0.02% -144 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: 5,697 shares; 2024Q4: 5,199 shares; 2025Q1: 5,285 shares; 2025Q2: 5,068 shares; 2025Q3: 5,068 shares; 2025Q4: 4,933 shares 4,933 $630K 0.02% -135 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: 2,453 shares; 2024Q4: 2,148 shares; 2025Q1: 1,660 shares; 2025Q2: 1,613 shares; 2025Q3: 1,580 shares; 2025Q4: 1,343 shares 1,343 $625K 0.02% -237 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 973 shares; 2025Q1: 1,136 shares; 2025Q2: 1,271 shares; 2025Q3: 1,271 shares; 2025Q4: 1,317 shares 1,317 $617K 0.02% +46 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: 3,932 shares; 2024Q4: 4,122 shares; 2025Q1: 3,125 shares; 2025Q2: 3,011 shares; 2025Q3: 2,780 shares; 2025Q4: 1,954 shares 1,954 $610K 0.02% -826 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: 14,587 shares; 2024Q4: 14,587 shares; 2025Q1: 18,383 shares; 2025Q2: 15,800 shares; 2025Q3: 15,509 shares; 2025Q4: 18,004 shares 18,004 $609K 0.02% +2,495 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: 990 shares; 2024Q4: 785 shares; 2025Q1: 785 shares; 2025Q2: 747 shares; 2025Q3: 747 shares; 2025Q4: 682 shares 682 $599K 0.02% -65 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: 1,581 shares; 2024Q4: 2,098 shares; 2025Q1: 2,098 shares; 2025Q2: 2,017 shares; 2025Q3: 2,017 shares; 2025Q4: 1,677 shares 1,677 $592K 0.02% -340 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,086 shares; 2025Q4: 8,032 shares 8,032 $590K 0.02% +946 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: 5,149 shares; 2024Q4: 5,460 shares; 2025Q1: 5,493 shares; 2025Q2: 5,266 shares; 2025Q3: 5,266 shares; 2025Q4: 5,748 shares 5,748 $574K 0.02% +482 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,743 shares 8,743 $572K 0.02% new 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: 3,386 shares; 2024Q4: 3,248 shares; 2025Q1: 3,544 shares; 2025Q2: 3,417 shares; 2025Q3: 3,417 shares; 2025Q4: 3,679 shares 3,679 $567K 0.02% +262 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: 1,132 shares; 2024Q4: 832 shares; 2025Q1: 799 shares; 2025Q2: 771 shares; 2025Q3: 771 shares; 2025Q4: 680 shares 680 $558K 0.02% -91 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: 8,367 shares; 2024Q4: 8,254 shares; 2025Q1: 8,254 shares; 2025Q2: 7,929 shares; 2025Q3: 7,929 shares; 2025Q4: 6,791 shares 6,791 $539K 0.02% -1,138 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: 7,373 shares; 2024Q4: 7,094 shares; 2025Q1: 7,233 shares; 2025Q2: 6,974 shares; 2025Q3: 6,974 shares; 2025Q4: 6,062 shares 6,062 $529K 0.02% -912 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: 17,517 shares; 2024Q4: 15,643 shares; 2025Q1: 19,922 shares; 2025Q2: 19,773 shares; 2025Q3: 18,688 shares; 2025Q4: 19,113 shares 19,113 $525K 0.02% +425 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,667 shares; 2024Q4: 31,667 shares; 2025Q1: 31,667 shares; 2025Q2: 31,667 shares; 2025Q3: 31,667 shares; 2025Q4: 31,667 shares 31,667 $522K 0.02% 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: 2,930 shares; 2024Q4: 2,319 shares; 2025Q1: 2,546 shares; 2025Q2: 2,411 shares; 2025Q3: 2,411 shares; 2025Q4: 2,555 shares 2,555 $519K 0.02% +144 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,499 shares; 2024Q4: 1,421 shares; 2025Q1: 1,764 shares; 2025Q2: 1,691 shares; 2025Q3: 1,691 shares; 2025Q4: 1,498 shares 1,498 $468K 0.02% -193 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,798 shares; 2024Q4: 1,741 shares; 2025Q1: 1,741 shares; 2025Q2: 1,666 shares; 2025Q3: 1,666 shares; 2025Q4: 1,200 shares 1,200 $467K 0.02% -466 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 777 shares; 2024Q4: 816 shares; 2025Q1: 816 shares; 2025Q2: 776 shares; 2025Q3: 881 shares; 2025Q4: 992 shares 992 $466K 0.02% +111 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: 4,984 shares; 2024Q4: 4,027 shares; 2025Q1: 4,027 shares; 2025Q2: 3,809 shares; 2025Q3: 3,809 shares; 2025Q4: 3,839 shares 3,839 $450K 0.02% +30 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: 3,259 shares; 2024Q4: 3,199 shares; 2025Q1: 3,199 shares; 2025Q2: 3,104 shares; 2025Q3: 3,104 shares; 2025Q4: 2,551 shares 2,551 $448K 0.01% -553 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE 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: 1,981 shares; 2025Q2: 1,962 shares; 2025Q3: 2,068 shares; 2025Q4: 2,165 shares 2,165 $444K 0.01% +97 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: 3,954 shares; 2024Q4: 3,544 shares; 2025Q1: 5,412 shares; 2025Q2: 3,339 shares; 2025Q3: 3,339 shares; 2025Q4: 2,769 shares 2,769 $443K 0.01% -570 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: 9,906 shares; 2024Q4: 9,906 shares; 2025Q1: 9,694 shares; 2025Q2: 9,468 shares; 2025Q3: 9,468 shares; 2025Q4: 8,295 shares 8,295 $443K 0.01% -1,173 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: 1,374 shares; 2024Q4: 1,269 shares; 2025Q1: 1,231 shares; 2025Q2: 1,169 shares; 2025Q3: 1,169 shares; 2025Q4: 932 shares 932 $435K 0.01% -237 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 778 shares; 2024Q4: 1,106 shares; 2025Q1: 1,106 shares; 2025Q2: 1,058 shares; 2025Q3: 714 shares; 2025Q4: 847 shares 847 $433K 0.01% +133 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,365 shares; 2024Q4: 5,041 shares; 2025Q1: 5,041 shares; 2025Q2: 5,041 shares; 2025Q3: 3,771 shares; 2025Q4: 3,771 shares 3,771 $429K 0.01% 0 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,668 shares; 2024Q4: 4,405 shares; 2025Q1: 4,376 shares; 2025Q2: 4,246 shares; 2025Q3: 4,246 shares; 2025Q4: 3,570 shares 3,570 $428K 0.01% -676 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: 7,567 shares; 2024Q4: 6,535 shares; 2025Q1: 6,327 shares; 2025Q2: 5,902 shares; 2025Q3: 5,902 shares; 2025Q4: 5,212 shares 5,212 $424K 0.01% -690 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: 470 shares; 2024Q4: 458 shares; 2025Q1: 441 shares; 2025Q2: 6,435 shares; 2025Q3: 6,435 shares; 2025Q4: 4,630 shares 4,630 $422K 0.01% -1,805 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,387 shares; 2025Q1: 3,361 shares; 2025Q2: 3,511 shares; 2025Q3: 3,511 shares; 2025Q4: 3,302 shares 3,302 $421K 0.01% -209 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,636 shares; 2024Q4: 1,616 shares; 2025Q1: 1,648 shares; 2025Q2: 1,596 shares; 2025Q3: 1,596 shares; 2025Q4: 1,181 shares 1,181 $417K 0.01% -415 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: 1,748 shares; 2024Q4: 1,401 shares; 2025Q1: 1,355 shares; 2025Q2: 1,327 shares; 2025Q3: 1,327 shares; 2025Q4: 1,184 shares 1,184 $415K 0.01% -143 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: 624 shares; 2024Q4: 551 shares; 2025Q1: 548 shares; 2025Q2: 520 shares; 2025Q3: 520 shares; 2025Q4: 531 shares 531 $410K 0.01% +11 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: 4,482 shares; 2024Q4: 4,278 shares; 2025Q1: 4,278 shares; 2025Q2: 4,127 shares; 2025Q3: 4,127 shares; 2025Q4: 3,084 shares 3,084 $409K 0.01% -1,043 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 270 shares; 2024Q4: 342 shares; 2025Q1: 342 shares; 2025Q2: 330 shares; 2025Q3: 342 shares; 2025Q4: 307 shares 307 $408K 0.01% -35 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,094 shares; 2024Q4: 4,009 shares; 2025Q1: 4,009 shares; 2025Q2: 4,009 shares; 2025Q3: 2,882 shares; 2025Q4: 2,882 shares 2,882 $407K 0.01% 0 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,597 shares; 2024Q4: 9,932 shares; 2025Q1: 9,932 shares; 2025Q2: 9,932 shares; 2025Q3: 5,670 shares; 2025Q4: 5,670 shares 5,670 $405K 0.01% 0 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,102 shares; 2024Q4: 1,070 shares; 2025Q1: 1,033 shares; 2025Q2: 1,011 shares; 2025Q3: 1,011 shares; 2025Q4: 709 shares 709 $404K 0.01% -302 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: 6,332 shares; 2024Q4: 5,969 shares; 2025Q1: 5,969 shares; 2025Q2: 6,200 shares; 2025Q3: 5,924 shares; 2025Q4: 5,752 shares 5,752 $402K 0.01% -172 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 557 shares; 2024Q4: 550 shares; 2025Q1: 553 shares; 2025Q2: 540 shares; 2025Q3: 540 shares; 2025Q4: 525 shares 525 $402K 0.01% -15 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: 9,479 shares; 2024Q4: 8,995 shares; 2025Q1: 8,995 shares; 2025Q2: 8,694 shares; 2025Q3: 8,694 shares; 2025Q4: 7,547 shares 7,547 $383K 0.01% -1,147 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: 1,887 shares; 2024Q4: 1,354 shares; 2025Q1: 1,326 shares; 2025Q2: 1,260 shares; 2025Q3: 1,260 shares; 2025Q4: 1,231 shares 1,231 $382K 0.01% -29 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,609 shares; 2025Q4: 1,684 shares 1,684 $381K 0.01% +75 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: 2,411 shares; 2024Q4: 2,413 shares; 2025Q1: 1,539 shares; 2025Q2: 1,507 shares; 2025Q3: 1,280 shares; 2025Q4: 1,177 shares 1,177 $381K 0.01% -103 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,181 shares; 2024Q4: 1,390 shares; 2025Q1: 1,467 shares; 2025Q2: 1,455 shares; 2025Q3: 1,455 shares; 2025Q4: 1,342 shares 1,342 $374K 0.01% -113 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,685 shares; 2024Q4: 5,226 shares; 2025Q1: 5,226 shares; 2025Q2: 5,226 shares; 2025Q3: 3,255 shares; 2025Q4: 3,255 shares 3,255 $371K 0.01% 0 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: 4,569 shares; 2024Q4: 3,851 shares; 2025Q1: 3,839 shares; 2025Q2: 3,708 shares; 2025Q3: 3,708 shares; 2025Q4: 3,737 shares 3,737 $371K 0.01% +29 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,334 shares; 2024Q4: 1,309 shares; 2025Q1: 1,376 shares; 2025Q2: 1,427 shares; 2025Q3: 1,427 shares; 2025Q4: 1,428 shares 1,428 $370K 0.01% +1 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: 16,760 shares; 2024Q4: 16,162 shares; 2025Q1: 15,601 shares; 2025Q2: 14,042 shares; 2025Q3: 14,629 shares; 2025Q4: 10,045 shares 10,045 $364K 0.01% -4,584 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: 3,893 shares; 2024Q4: 3,838 shares; 2025Q1: 3,745 shares; 2025Q2: 3,635 shares; 2025Q3: 3,635 shares; 2025Q4: 2,779 shares 2,779 $359K 0.01% -856 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,291 shares; 2024Q4: 1,019 shares; 2025Q1: 1,387 shares; 2025Q2: 1,322 shares; 2025Q3: 1,322 shares; 2025Q4: 1,247 shares 1,247 $358K 0.01% -75 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,446 shares; 2025Q1: 6,368 shares; 2025Q2: 6,363 shares; 2025Q3: 6,363 shares; 2025Q4: 6,659 shares 6,659 $357K 0.01% +296 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,848 shares; 2024Q4: 2,848 shares; 2025Q1: 2,346 shares; 2025Q2: 2,305 shares; 2025Q3: 2,305 shares; 2025Q4: 1,873 shares 1,873 $352K 0.01% -432 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: 1,918 shares; 2024Q4: 1,825 shares; 2025Q1: 1,794 shares; 2025Q2: 1,728 shares; 2025Q3: 1,728 shares; 2025Q4: 1,206 shares 1,206 $348K 0.01% -522 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: 1,753 shares; 2024Q4: 1,675 shares; 2025Q1: 1,278 shares; 2025Q2: 1,216 shares; 2025Q3: 1,216 shares; 2025Q4: 1,204 shares 1,204 $348K 0.01% -12 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,025 shares; 2024Q4: 1,003 shares; 2025Q1: 1,003 shares; 2025Q2: 974 shares; 2025Q3: 974 shares; 2025Q4: 820 shares 820 $346K 0.01% -154 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: 3,933 shares; 2024Q4: 3,864 shares; 2025Q1: 3,864 shares; 2025Q2: 3,759 shares; 2025Q3: 3,759 shares; 2025Q4: 2,976 shares 2,976 $343K 0.01% -783 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,640 shares; 2024Q4: 10,640 shares; 2025Q1: 10,640 shares; 2025Q2: 10,640 shares; 2025Q3: 10,640 shares; 2025Q4: 10,640 shares 10,640 $341K 0.01% 0 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: 852 shares; 2024Q4: 642 shares; 2025Q1: 856 shares; 2025Q2: 819 shares; 2025Q3: 819 shares; 2025Q4: 884 shares 884 $339K 0.01% +65 Timeline JFR NUVEEN FLOATING RATE INCOME More: the full row for NUVEEN FLOATING RATE INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,000 shares; 2024Q4: 43,050 shares; 2025Q1: 43,050 shares; 2025Q2: 43,050 shares; 2025Q3: 43,050 shares; 2025Q4: 43,050 shares 43,050 $337K 0.01% 0 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,951 shares 2,951 $334K 0.01% new Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,647 shares; 2024Q4: 1,366 shares; 2025Q1: 1,366 shares; 2025Q2: 1,314 shares; 2025Q3: 1,314 shares; 2025Q4: 1,127 shares 1,127 $334K 0.01% -187 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: 16,329 shares; 2024Q4: 12,900 shares; 2025Q1: 14,919 shares; 2025Q2: not reported; 2025Q3: 11,040 shares; 2025Q4: 11,530 shares 11,530 $332K 0.01% +490 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: 1,218 shares; 2024Q4: 1,189 shares; 2025Q1: 1,189 shares; 2025Q2: 1,176 shares; 2025Q3: 1,110 shares; 2025Q4: 977 shares 977 $330K 0.01% -133 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,915 shares; 2024Q4: 3,842 shares; 2025Q1: 3,842 shares; 2025Q2: 3,700 shares; 2025Q3: 3,700 shares; 2025Q4: 2,991 shares 2,991 $328K 0.01% -709 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,467 shares; 2024Q4: 2,035 shares; 2025Q1: 1,963 shares; 2025Q2: 1,816 shares; 2025Q3: 1,816 shares; 2025Q4: 1,416 shares 1,416 $322K 0.01% -400 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,771 shares; 2024Q4: 5,634 shares; 2025Q1: 5,853 shares; 2025Q2: 5,664 shares; 2025Q3: 5,664 shares; 2025Q4: 4,201 shares 4,201 $322K 0.01% -1,463 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: 2,606 shares; 2024Q4: 2,559 shares; 2025Q1: 2,559 shares; 2025Q2: 2,477 shares; 2025Q3: 2,477 shares; 2025Q4: 1,788 shares 1,788 $322K 0.01% -689 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: 2,315 shares; 2024Q4: 2,189 shares; 2025Q1: 2,171 shares; 2025Q2: 2,089 shares; 2025Q3: 2,089 shares; 2025Q4: 1,733 shares 1,733 $321K 0.01% -356 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 223 shares; 2024Q4: 220 shares; 2025Q1: 86 shares; 2025Q2: 85 shares; 2025Q3: 85 shares; 2025Q4: 94 shares 94 $319K 0.01% +9 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: 4,176 shares; 2024Q4: 3,924 shares; 2025Q1: 3,924 shares; 2025Q2: 3,798 shares; 2025Q3: 3,798 shares; 2025Q4: 3,610 shares 3,610 $319K 0.01% -188 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,770 shares; 2025Q2: 2,138 shares; 2025Q3: 2,138 shares; 2025Q4: 2,192 shares 2,192 $317K 0.01% +54 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,030 shares; 2025Q4: 1,839 shares 1,839 $317K 0.01% -191 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: 7,360 shares; 2024Q4: 7,267 shares; 2025Q1: 7,173 shares; 2025Q2: 6,857 shares; 2025Q3: 6,857 shares; 2025Q4: 5,310 shares 5,310 $310K 0.01% -1,547 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,146 shares; 2025Q4: 1,125 shares 1,125 $310K 0.01% -21 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: 7,672 shares; 2024Q4: 6,362 shares; 2025Q1: 9,892 shares; 2025Q2: 5,312 shares; 2025Q3: 5,312 shares; 2025Q4: 6,278 shares 6,278 $309K 0.01% +966 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: 1,557 shares; 2024Q4: 1,534 shares; 2025Q1: 1,534 shares; 2025Q2: 1,473 shares; 2025Q3: 1,473 shares; 2025Q4: 1,217 shares 1,217 $301K 0.01% -256 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: 2,277 shares; 2024Q4: 1,842 shares; 2025Q1: 1,800 shares; 2025Q2: 1,736 shares; 2025Q3: 1,736 shares; 2025Q4: 1,416 shares 1,416 $295K 0.01% -320 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: 1,129 shares; 2024Q4: 1,267 shares; 2025Q1: 657 shares; 2025Q2: 640 shares; 2025Q3: 430 shares; 2025Q4: 361 shares 361 $292K 0.01% -69 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: 1,957 shares; 2024Q4: 1,929 shares; 2025Q1: 1,929 shares; 2025Q2: 1,829 shares; 2025Q3: 1,829 shares; 2025Q4: 1,505 shares 1,505 $292K 0.01% -324 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,010 shares; 2024Q4: 1,901 shares; 2025Q1: 2,023 shares; 2025Q2: 1,954 shares; 2025Q3: 1,954 shares; 2025Q4: 2,151 shares 2,151 $292K 0.01% +197 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,065 shares; 2024Q4: 3,029 shares; 2025Q1: 3,029 shares; 2025Q2: 2,871 shares; 2025Q3: 2,871 shares; 2025Q4: 2,310 shares 2,310 $291K 0.01% -561 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: 1,537 shares; 2025Q2: 1,507 shares; 2025Q3: 1,507 shares; 2025Q4: 1,370 shares 1,370 $282K 0.01% -137 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,197 shares; 2024Q4: 3,916 shares; 2025Q1: 3,916 shares; 2025Q2: 3,756 shares; 2025Q3: 3,756 shares; 2025Q4: 3,534 shares 3,534 $281K 0.01% -222 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 516 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 398 shares; 2025Q3: 398 shares; 2025Q4: 413 shares 413 $279K 0.01% +15 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: 3,882 shares; 2024Q4: 3,116 shares; 2025Q1: 2,662 shares; 2025Q2: 2,562 shares; 2025Q3: 2,562 shares; 2025Q4: 1,708 shares 1,708 $278K 0.01% -854 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: 8,150 shares; 2024Q4: 6,418 shares; 2025Q1: 7,034 shares; 2025Q2: 6,400 shares; 2025Q3: 6,400 shares; 2025Q4: 7,130 shares 7,130 $274K 0.01% +730 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,743 shares; 2024Q4: 4,440 shares; 2025Q1: 3,292 shares; 2025Q2: 3,142 shares; 2025Q3: 3,142 shares; 2025Q4: 3,190 shares 3,190 $272K 0.01% +48 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,750 shares; 2024Q4: 1,303 shares; 2025Q1: 1,234 shares; 2025Q2: 1,169 shares; 2025Q3: 1,169 shares; 2025Q4: 1,251 shares 1,251 $272K 0.01% +82 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,780 shares; 2025Q1: 1,921 shares; 2025Q2: 2,018 shares; 2025Q3: 2,018 shares; 2025Q4: 1,678 shares 1,678 $271K 0.01% -340 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: 24,145 shares; 2024Q4: 19,066 shares; 2025Q1: 18,021 shares; 2025Q2: 17,892 shares; 2025Q3: 17,892 shares; 2025Q4: 20,353 shares 20,353 $267K 0.01% +2,461 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: 2,263 shares; 2024Q4: 2,205 shares; 2025Q1: 2,238 shares; 2025Q2: 2,180 shares; 2025Q3: 2,180 shares; 2025Q4: 1,653 shares 1,653 $266K 0.01% -527 Timeline HTD HANCOCK JOHN TAX-ADVANTAGED More: the full row for HANCOCK JOHN TAX-ADVANTAGED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,250 shares; 2024Q4: 11,150 shares; 2025Q1: 11,150 shares; 2025Q2: 11,150 shares; 2025Q3: 11,150 shares; 2025Q4: 11,150 shares 11,150 $264K 0.01% 0 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: 2,068 shares; 2024Q4: 1,671 shares; 2025Q1: 1,749 shares; 2025Q2: 1,686 shares; 2025Q3: 1,686 shares; 2025Q4: 1,280 shares 1,280 $262K 0.01% -406 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,497 shares; 2024Q4: 1,380 shares; 2025Q1: 1,380 shares; 2025Q2: 1,327 shares; 2025Q3: 1,327 shares; 2025Q4: 1,262 shares 1,262 $259K 0.01% -65 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: 5,580 shares; 2024Q4: 4,199 shares; 2025Q1: 4,046 shares; 2025Q2: 3,841 shares; 2025Q3: 3,841 shares; 2025Q4: 3,012 shares 3,012 $258K 0.01% -829 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: 83,722 shares; 2024Q4: 66,021 shares; 2025Q1: 1,214 shares; 2025Q2: 670 shares; 2025Q3: 670 shares; 2025Q4: 525 shares 525 $257K 0.01% -145 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 785 shares; 2024Q4: 759 shares; 2025Q1: 739 shares; 2025Q2: 756 shares; 2025Q3: 756 shares; 2025Q4: 578 shares 578 $257K 0.01% -178 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,132 shares; 2024Q4: 4,033 shares; 2025Q1: 4,033 shares; 2025Q2: 7,772 shares; 2025Q3: 7,772 shares; 2025Q4: 6,407 shares 6,407 $257K 0.01% -1,365 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: 927 shares; 2024Q4: 901 shares; 2025Q1: 941 shares; 2025Q2: 917 shares; 2025Q3: 917 shares; 2025Q4: 658 shares 658 $256K 0.01% -259 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,051 shares; 2024Q4: 9,312 shares; 2025Q1: 9,312 shares; 2025Q2: 8,938 shares; 2025Q3: 8,938 shares; 2025Q4: 6,858 shares 6,858 $254K 0.01% -2,080 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,505 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,224 shares; 2025Q3: 1,224 shares; 2025Q4: 1,640 shares 1,640 $254K 0.01% +416 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,314 shares; 2024Q4: 3,669 shares; 2025Q1: 3,407 shares; 2025Q2: 3,374 shares; 2025Q3: 3,374 shares; 2025Q4: 3,668 shares 3,668 $246K 0.01% +294 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,390 shares; 2024Q4: 2,230 shares; 2025Q1: 2,230 shares; 2025Q2: 2,279 shares; 2025Q3: 2,279 shares; 2025Q4: 1,603 shares 1,603 $243K 0.01% -676 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 975 shares; 2025Q4: 1,064 shares 1,064 $241K 0.01% +89 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,679 shares; 2025Q2: 2,587 shares; 2025Q3: 2,587 shares; 2025Q4: 2,469 shares 2,469 $240K 0.01% -118 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: 318 shares; 2024Q4: 305 shares; 2025Q1: 305 shares; 2025Q2: 291 shares; 2025Q3: 291 shares; 2025Q4: 237 shares 237 $239K 0.01% -54 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 472 shares; 2024Q4: 459 shares; 2025Q1: 459 shares; 2025Q2: 437 shares; 2025Q3: 437 shares; 2025Q4: 416 shares 416 $239K 0.01% -21 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: 3,905 shares; 2024Q4: 4,228 shares; 2025Q1: 4,400 shares; 2025Q2: 4,324 shares; 2025Q3: 3,903 shares; 2025Q4: 3,220 shares 3,220 $238K 0.01% -683 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: 5,735 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,444 shares; 2025Q4: 5,215 shares 5,215 $237K 0.01% +771 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,467 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,178 shares 4,178 $236K 0.01% new Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,758 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,392 shares 3,392 $235K 0.01% new 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: 3,480 shares; 2024Q4: 4,534 shares; 2025Q1: 3,452 shares; 2025Q2: 3,366 shares; 2025Q3: 2,180 shares; 2025Q4: 1,626 shares 1,626 $234K 0.01% -554 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,196 shares; 2024Q4: 4,901 shares; 2025Q1: 4,901 shares; 2025Q2: 4,662 shares; 2025Q3: 4,662 shares; 2025Q4: 4,377 shares 4,377 $231K 0.01% -285 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,264 shares 5,264 $229K 0.01% new Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE 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: 338 shares; 2025Q3: 338 shares; 2025Q4: 396 shares 396 $225K 0.01% +58 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: not reported; 2024Q4: 2,888 shares; 2025Q1: 2,888 shares; 2025Q2: 2,761 shares; 2025Q3: 2,761 shares; 2025Q4: 2,433 shares 2,433 $225K 0.01% -328 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR 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: 873 shares 873 $224K 0.01% new 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: 4,049 shares; 2024Q4: 3,711 shares; 2025Q1: 3,771 shares; 2025Q2: 3,619 shares; 2025Q3: 3,619 shares; 2025Q4: 2,558 shares 2,558 $223K 0.01% -1,061 Timeline XEVVX EATON VANCE LIMITED DURATION More: the full row for EATON VANCE LIMITED DURATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,079 shares; 2024Q4: 22,455 shares; 2025Q1: 22,455 shares; 2025Q2: 22,455 shares; 2025Q3: 22,455 shares; 2025Q4: 22,455 shares 22,455 $223K 0.01% 0 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: 3,719 shares; 2024Q4: 3,639 shares; 2025Q1: 3,639 shares; 2025Q2: 3,510 shares; 2025Q3: 3,510 shares; 2025Q4: 2,771 shares 2,771 $223K 0.01% -739 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: 4,200 shares; 2024Q4: 3,398 shares; 2025Q1: 3,547 shares; 2025Q2: 3,410 shares; 2025Q3: 3,410 shares; 2025Q4: 2,679 shares 2,679 $222K 0.01% -731 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 252 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 241 shares; 2025Q4: 243 shares 243 $220K 0.01% +2 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: 2,783 shares; 2024Q4: 2,730 shares; 2025Q1: 4,663 shares; 2025Q2: 2,603 shares; 2025Q3: 2,603 shares; 2025Q4: 1,921 shares 1,921 $217K 0.01% -682 Timeline WDAY WORKDAY INC More: the full row for WORKDAY 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: 867 shares; 2025Q3: 1,055 shares; 2025Q4: 1,006 shares 1,006 $216K 0.01% -49 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: not reported; 2024Q4: not reported; 2025Q1: 1,621 shares; 2025Q2: not reported; 2025Q3: 1,563 shares; 2025Q4: 1,562 shares 1,562 $215K 0.01% -1 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,243 shares; 2024Q4: 1,934 shares; 2025Q1: 2,017 shares; 2025Q2: 1,936 shares; 2025Q3: 1,936 shares; 2025Q4: 1,548 shares 1,548 $211K 0.01% -388 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 331 shares 331 $206K 0.01% new 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: 868 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 906 shares 906 $204K 0.01% new Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 999 shares 999 $203K 0.01% new Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,628 shares; 2025Q4: 1,600 shares 1,600 $201K 0.01% -28 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,023 shares 2,023 $201K 0.01% new 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: 12,452 shares; 2024Q4: 10,472 shares; 2025Q1: 10,229 shares; 2025Q2: 10,143 shares; 2025Q3: 10,143 shares; 2025Q4: 11,182 shares 11,182 $139K <0.01% +1,039 Timeline AMCOR PLC AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,517 shares 11,517 $96.1K <0.01% new