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: 593,539 shares; 2024Q4: 586,170 shares; 2025Q1: 499,877 shares; 2025Q2: 468,754 shares; 2025Q3: 462,537 shares; 2025Q4: 449,668 shares 449,668 $122M 6.1% -12,869 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: 215,073 shares; 2024Q4: 214,540 shares; 2025Q1: 194,144 shares; 2025Q2: 188,211 shares; 2025Q3: 186,307 shares; 2025Q4: 200,304 shares 200,304 $96.9M 4.84% +13,997 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: 195,706 shares; 2024Q4: 194,699 shares; 2025Q1: 168,062 shares; 2025Q2: 169,682 shares; 2025Q3: 168,490 shares; 2025Q4: 164,603 shares 164,603 $50.3M 2.51% -3,887 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: 256,069 shares; 2024Q4: 255,974 shares; 2025Q1: 226,321 shares; 2025Q2: 195,122 shares; 2025Q3: 193,820 shares; 2025Q4: 186,218 shares 186,218 $47.9M 2.39% -7,602 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120,870 shares; 2024Q4: 99,388 shares; 2025Q1: 81,067 shares; 2025Q2: 85,802 shares; 2025Q3: 86,041 shares; 2025Q4: 83,147 shares 83,147 $46M 2.29% -2,894 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: 8,073 shares; 2024Q4: 453,045 shares; 2025Q1: 376,279 shares; 2025Q2: 331,976 shares; 2025Q3: 327,599 shares; 2025Q4: 310,502 shares 310,502 $42M 2.1% -17,097 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,474 shares; 2024Q4: 84,282 shares; 2025Q1: 72,024 shares; 2025Q2: 72,433 shares; 2025Q3: 71,392 shares; 2025Q4: 69,090 shares 69,090 $39.4M 1.97% -2,302 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: 283,931 shares; 2024Q4: 280,011 shares; 2025Q1: 236,728 shares; 2025Q2: 238,598 shares; 2025Q3: 234,591 shares; 2025Q4: 227,837 shares 227,837 $39M 1.95% -6,754 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: 223,214 shares; 2024Q4: 223,168 shares; 2025Q1: 180,422 shares; 2025Q2: 179,819 shares; 2025Q3: 178,496 shares; 2025Q4: 170,769 shares 170,769 $36.2M 1.81% -7,727 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: 454,737 shares; 2024Q4: 456,569 shares; 2025Q1: 377,467 shares; 2025Q2: 382,369 shares; 2025Q3: 381,925 shares; 2025Q4: 339,058 shares 339,058 $35.8M 1.79% -42,867 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: 412,473 shares; 2024Q4: 409,339 shares; 2025Q1: 333,915 shares; 2025Q2: 339,532 shares; 2025Q3: 330,695 shares; 2025Q4: 294,873 shares 294,873 $35.5M 1.77% -35,822 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: 203,124 shares; 2024Q4: 201,143 shares; 2025Q1: 176,510 shares; 2025Q2: 149,975 shares; 2025Q3: 148,343 shares; 2025Q4: 142,825 shares 142,825 $35.2M 1.76% -5,518 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 134,823 shares; 2024Q4: 133,402 shares; 2025Q1: 108,441 shares; 2025Q2: 109,703 shares; 2025Q3: 109,144 shares; 2025Q4: 101,170 shares 101,170 $34.9M 1.74% -7,974 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: 145,549 shares; 2024Q4: 143,366 shares; 2025Q1: 123,562 shares; 2025Q2: 124,890 shares; 2025Q3: 125,990 shares; 2025Q4: 133,936 shares 133,936 $34.7M 1.73% +7,946 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 274,285 shares; 2024Q4: 269,437 shares; 2025Q1: 213,731 shares; 2025Q2: 215,094 shares; 2025Q3: 214,056 shares; 2025Q4: 206,052 shares 206,052 $34.5M 1.72% -8,004 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: 214,407 shares; 2024Q4: 212,142 shares; 2025Q1: 172,260 shares; 2025Q2: 174,525 shares; 2025Q3: 174,046 shares; 2025Q4: 141,951 shares 141,951 $32.4M 1.62% -32,095 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,575 shares; 2024Q4: 94,485 shares; 2025Q1: 77,608 shares; 2025Q2: 86,057 shares; 2025Q3: 97,935 shares; 2025Q4: 94,731 shares 94,731 $31.9M 1.59% -3,204 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: 497,283 shares; 2024Q4: 489,327 shares; 2025Q1: 398,784 shares; 2025Q2: 423,429 shares; 2025Q3: 421,815 shares; 2025Q4: 284,670 shares 284,670 $31.7M 1.58% -137,145 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: 110,224 shares; 2024Q4: 108,662 shares; 2025Q1: 88,479 shares; 2025Q2: 106,293 shares; 2025Q3: 121,270 shares; 2025Q4: 116,749 shares 116,749 $31.3M 1.56% -4,521 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: 10,034 shares; 2024Q4: 547,230 shares; 2025Q1: 460,269 shares; 2025Q2: 467,986 shares; 2025Q3: 470,442 shares; 2025Q4: 454,522 shares 454,522 $30.5M 1.52% -15,920 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: 410,483 shares; 2024Q4: 406,516 shares; 2025Q1: 328,867 shares; 2025Q2: 329,573 shares; 2025Q3: 323,743 shares; 2025Q4: 311,111 shares 311,111 $30.2M 1.51% -12,632 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: 107,447 shares; 2024Q4: 106,107 shares; 2025Q1: 87,942 shares; 2025Q2: 97,330 shares; 2025Q3: 96,654 shares; 2025Q4: 93,021 shares 93,021 $30.1M 1.51% -3,633 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: 56,238 shares; 2024Q4: 55,480 shares; 2025Q1: 45,770 shares; 2025Q2: 50,129 shares; 2025Q3: 49,417 shares; 2025Q4: 45,446 shares 45,446 $30.1M 1.5% -3,971 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: 42,300 shares; 2024Q4: 41,379 shares; 2025Q1: 34,286 shares; 2025Q2: 36,702 shares; 2025Q3: 35,898 shares; 2025Q4: 34,863 shares 34,863 $30.1M 1.5% -1,035 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: 285,697 shares; 2024Q4: 282,078 shares; 2025Q1: 242,733 shares; 2025Q2: 244,726 shares; 2025Q3: 243,636 shares; 2025Q4: 235,881 shares 235,881 $29.6M 1.48% -7,755 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: 918,687 shares; 2024Q4: 908,113 shares; 2025Q1: 742,031 shares; 2025Q2: 751,103 shares; 2025Q3: 752,993 shares; 2025Q4: 719,205 shares 719,205 $29.3M 1.46% -33,788 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: 68,207 shares; 2024Q4: 68,221 shares; 2025Q1: 208,225 shares; 2025Q2: 213,198 shares; 2025Q3: 212,983 shares; 2025Q4: 202,332 shares 202,332 $29M 1.45% -10,651 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 128,117 shares; 2024Q4: 126,815 shares; 2025Q1: 105,696 shares; 2025Q2: 119,309 shares; 2025Q3: 118,221 shares; 2025Q4: 114,224 shares 114,224 $29M 1.45% -3,997 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: 71,535 shares; 2024Q4: 70,354 shares; 2025Q1: 55,954 shares; 2025Q2: 61,209 shares; 2025Q3: 60,627 shares; 2025Q4: 55,269 shares 55,269 $28.9M 1.44% -5,358 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: 106,067 shares; 2024Q4: 104,311 shares; 2025Q1: 84,836 shares; 2025Q2: 85,398 shares; 2025Q3: 84,085 shares; 2025Q4: 80,912 shares 80,912 $28.4M 1.42% -3,173 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 161,008 shares; 2024Q4: 789,672 shares; 2025Q1: 649,542 shares; 2025Q2: 701,884 shares; 2025Q3: 682,517 shares; 2025Q4: 552,579 shares 552,579 $27.6M 1.38% -129,938 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: 181,769 shares; 2024Q4: 180,306 shares; 2025Q1: 144,677 shares; 2025Q2: 166,076 shares; 2025Q3: 165,864 shares; 2025Q4: 158,404 shares 158,404 $27.5M 1.37% -7,460 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: 110,223 shares; 2024Q4: 110,173 shares; 2025Q1: 109,185 shares; 2025Q2: 86,376 shares; 2025Q3: 85,149 shares; 2025Q4: 83,913 shares 83,913 $27M 1.35% -1,236 Timeline MKC-V MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 512,820 shares; 2024Q4: 515,287 shares; 2025Q1: 431,695 shares; 2025Q2: 447,374 shares; 2025Q3: 443,288 shares; 2025Q4: 390,419 shares 390,419 $26.6M 1.33% -52,869 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: 131,544 shares; 2024Q4: 131,327 shares; 2025Q1: 109,272 shares; 2025Q2: 110,394 shares; 2025Q3: 109,053 shares; 2025Q4: 75,645 shares 75,645 $26M 1.3% -33,408 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: 1,435 shares; 2024Q4: 1,512 shares; 2025Q1: 2,182 shares; 2025Q2: 12,000 shares; 2025Q3: 11,648 shares; 2025Q4: 94,608 shares 94,608 $25.8M 1.29% +82,960 Timeline THOMPSON REUTERS CORP THOMPSON REUTERS CORP More: the full row for THOMPSON REUTERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,662 shares; 2024Q4: 3,688 shares; 2025Q1: 3,646 shares; 2025Q2: 158,165 shares; 2025Q3: 158,580 shares; 2025Q4: 194,025 shares 194,025 $25.6M 1.28% +35,445 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: 197,002 shares; 2024Q4: 156,740 shares; 2025Q1: 126,732 shares; 2025Q2: 141,665 shares; 2025Q3: 140,612 shares; 2025Q4: 134,359 shares 134,359 $25.3M 1.26% -6,253 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: 81,760 shares; 2024Q4: 80,337 shares; 2025Q1: 63,663 shares; 2025Q2: 65,037 shares; 2025Q3: 64,389 shares; 2025Q4: 62,964 shares 62,964 $24.1M 1.21% -1,425 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: 165,870 shares; 2024Q4: 164,952 shares; 2025Q1: 131,996 shares; 2025Q2: 132,893 shares; 2025Q3: 132,319 shares; 2025Q4: 118,182 shares 118,182 $24M 1.2% -14,137 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: 284,419 shares; 2024Q4: 280,666 shares; 2025Q1: 223,270 shares; 2025Q2: 225,964 shares; 2025Q3: 228,899 shares; 2025Q4: 220,100 shares 220,100 $23.2M 1.16% -8,799 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: 476,208 shares; 2024Q4: 468,274 shares; 2025Q1: 382,753 shares; 2025Q2: 750,155 shares; 2025Q3: 563,828 shares; 2025Q4: 541,595 shares 541,595 $21.7M 1.09% -22,233 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 131,497 shares; 2024Q4: 129,385 shares; 2025Q1: 102,720 shares; 2025Q2: 103,671 shares; 2025Q3: 102,770 shares; 2025Q4: 92,171 shares 92,171 $20.6M 1.03% -10,599 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS 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: 1,311 shares; 2025Q2: 3,142 shares; 2025Q3: 5,453 shares; 2025Q4: 88,440 shares 88,440 $19.8M 0.99% +82,987 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 132,145 shares; 2024Q4: 129,918 shares; 2025Q1: 106,212 shares; 2025Q2: 106,098 shares; 2025Q3: 106,516 shares; 2025Q4: 102,663 shares 102,663 $18.7M 0.94% -3,853 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 223,064 shares; 2024Q4: 218,953 shares; 2025Q1: 175,674 shares; 2025Q2: 179,016 shares; 2025Q3: 178,939 shares; 2025Q4: 142,142 shares 142,142 $18.5M 0.93% -36,797 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: 239,686 shares; 2024Q4: 238,786 shares; 2025Q1: 233,025 shares; 2025Q2: 233,456 shares; 2025Q3: 231,924 shares; 2025Q4: 227,407 shares 227,407 $18.3M 0.91% -4,517 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121,447 shares; 2024Q4: 122,306 shares; 2025Q1: 110,035 shares; 2025Q2: 112,298 shares; 2025Q3: 108,749 shares; 2025Q4: 107,734 shares 107,734 $17.4M 0.87% -1,015 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: 29,908 shares; 2024Q4: 29,628 shares; 2025Q1: 24,009 shares; 2025Q2: 24,202 shares; 2025Q3: 24,127 shares; 2025Q4: 22,651 shares 22,651 $17.4M 0.87% -1,476 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: 108,980 shares; 2024Q4: 108,769 shares; 2025Q1: 107,829 shares; 2025Q2: 82,735 shares; 2025Q3: 81,913 shares; 2025Q4: 80,928 shares 80,928 $16.7M 0.84% -985 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: 39,485 shares; 2024Q4: 39,486 shares; 2025Q1: 39,398 shares; 2025Q2: 29,807 shares; 2025Q3: 29,227 shares; 2025Q4: 28,663 shares 28,663 $16.4M 0.82% -564 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,065 shares; 2024Q4: 57,359 shares; 2025Q1: 55,360 shares; 2025Q2: 46,225 shares; 2025Q3: 45,342 shares; 2025Q4: 45,161 shares 45,161 $15.2M 0.76% -181 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: 28,661 shares; 2024Q4: 28,293 shares; 2025Q1: 31,123 shares; 2025Q2: 47,631 shares; 2025Q3: 48,704 shares; 2025Q4: 47,588 shares 47,588 $14.9M 0.74% -1,116 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: 55,941 shares; 2024Q4: 56,677 shares; 2025Q1: 50,606 shares; 2025Q2: 51,518 shares; 2025Q3: 51,865 shares; 2025Q4: 48,727 shares 48,727 $14.4M 0.72% -3,138 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: 151,730 shares; 2024Q4: 148,333 shares; 2025Q1: 123,285 shares; 2025Q2: 127,643 shares; 2025Q3: 123,176 shares; 2025Q4: 112,174 shares 112,174 $14.1M 0.7% -11,002 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: 377,604 shares; 2024Q4: 365,321 shares; 2025Q1: 294,089 shares; 2025Q2: 298,456 shares; 2025Q3: 291,004 shares; 2025Q4: 255,022 shares 255,022 $13.7M 0.69% -35,982 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: 197,618 shares; 2024Q4: 194,112 shares; 2025Q1: 155,838 shares; 2025Q2: 156,706 shares; 2025Q3: 154,779 shares; 2025Q4: 127,514 shares 127,514 $13.4M 0.67% -27,265 Timeline RS RELIANCE INC More: the full row for RELIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,406 shares; 2024Q4: 70,354 shares; 2025Q1: 54,056 shares; 2025Q2: 34,550 shares; 2025Q3: 34,552 shares; 2025Q4: 34,400 shares 34,400 $9.94M 0.5% -152 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,492 shares; 2024Q4: 95,563 shares; 2025Q1: 95,533 shares; 2025Q2: 95,433 shares; 2025Q3: 94,605 shares; 2025Q4: 94,105 shares 94,105 $9.79M 0.49% -500 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: 319,125 shares; 2024Q4: 90,401 shares; 2025Q1: 76,495 shares; 2025Q2: 77,560 shares; 2025Q3: 75,853 shares; 2025Q4: 72,570 shares 72,570 $8.91M 0.44% -3,283 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: 38,564 shares; 2024Q4: 38,586 shares; 2025Q1: 38,477 shares; 2025Q2: 37,766 shares; 2025Q3: 37,317 shares; 2025Q4: 37,107 shares 37,107 $8.58M 0.43% -210 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: 32,331 shares; 2024Q4: 31,306 shares; 2025Q1: 35,574 shares; 2025Q2: 42,694 shares; 2025Q3: 41,634 shares; 2025Q4: 41,297 shares 41,297 $7.7M 0.38% -337 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: 78,291 shares; 2024Q4: 78,487 shares; 2025Q1: 76,042 shares; 2025Q2: 53,516 shares; 2025Q3: 53,343 shares; 2025Q4: 52,534 shares 52,534 $7.54M 0.38% -809 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: 110,450 shares; 2024Q4: 111,198 shares; 2025Q1: 93,160 shares; 2025Q2: 95,635 shares; 2025Q3: 90,621 shares; 2025Q4: 89,770 shares 89,770 $6.6M 0.33% -851 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: 28,600 shares; 2024Q4: 28,877 shares; 2025Q1: 24,507 shares; 2025Q2: 24,681 shares; 2025Q3: 24,219 shares; 2025Q4: 22,392 shares 22,392 $5.53M 0.28% -1,827 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: 72,633 shares; 2024Q4: 72,743 shares; 2025Q1: 72,127 shares; 2025Q2: 31,101 shares; 2025Q3: 30,094 shares; 2025Q4: 29,605 shares 29,605 $5.43M 0.27% -489 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: 66,775 shares; 2024Q4: 72,027 shares; 2025Q1: 58,850 shares; 2025Q2: 60,187 shares; 2025Q3: 55,350 shares; 2025Q4: 53,236 shares 53,236 $5.11M 0.26% -2,114 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: 67,057 shares; 2024Q4: 66,705 shares; 2025Q1: 64,931 shares; 2025Q2: 33,692 shares; 2025Q3: 33,645 shares; 2025Q4: 33,452 shares 33,452 $5.1M 0.25% -193 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,334 shares; 2024Q4: 62,401 shares; 2025Q1: 62,173 shares; 2025Q2: 35,210 shares; 2025Q3: 35,160 shares; 2025Q4: 35,225 shares 35,225 $4.86M 0.24% +65 Timeline SPYM 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: 24,826 shares; 2024Q4: 35,179 shares; 2025Q1: 37,029 shares; 2025Q2: 43,732 shares; 2025Q3: 46,407 shares; 2025Q4: 59,982 shares 59,982 $4.81M 0.24% +13,575 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: 21,807 shares; 2024Q4: 21,547 shares; 2025Q1: 21,687 shares; 2025Q2: 21,241 shares; 2025Q3: 20,511 shares; 2025Q4: 20,634 shares 20,634 $4.76M 0.24% +123 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,531 shares; 2024Q4: 13,351 shares; 2025Q1: 13,345 shares; 2025Q2: 13,632 shares; 2025Q3: 13,666 shares; 2025Q4: 13,327 shares 13,327 $4.67M 0.23% -339 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,703 shares; 2024Q4: 4,942 shares; 2025Q1: 5,122 shares; 2025Q2: 4,872 shares; 2025Q3: 4,686 shares; 2025Q4: 4,304 shares 4,304 $4.63M 0.23% -382 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,368 shares; 2024Q4: 3,539 shares; 2025Q1: 2,671 shares; 2025Q2: 2,380 shares; 2025Q3: 2,378 shares; 2025Q4: 6,557 shares 6,557 $4.47M 0.22% +4,179 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: 95,537 shares; 2024Q4: 94,774 shares; 2025Q1: 79,896 shares; 2025Q2: 82,230 shares; 2025Q3: 83,410 shares; 2025Q4: 79,309 shares 79,309 $4.47M 0.22% -4,101 Timeline LINDE PLC/OLD LINDE PLC/OLD More: the full row for LINDE PLC/OLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,388 shares; 2024Q4: 31,474 shares; 2025Q1: 30,340 shares; 2025Q2: 10,744 shares; 2025Q3: 10,931 shares; 2025Q4: 10,352 shares 10,352 $4.41M 0.22% -579 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: 6,540 shares; 2024Q4: 6,593 shares; 2025Q1: 5,834 shares; 2025Q2: 8,554 shares; 2025Q3: 9,993 shares; 2025Q4: 12,466 shares 12,466 $4.31M 0.22% +2,473 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: 102,799 shares; 2024Q4: 99,794 shares; 2025Q1: 98,690 shares; 2025Q2: 49,568 shares; 2025Q3: 49,583 shares; 2025Q4: 49,191 shares 49,191 $3.44M 0.17% -392 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: 54,800 shares; 2024Q4: 54,144 shares; 2025Q1: 53,164 shares; 2025Q2: 49,736 shares; 2025Q3: 42,805 shares; 2025Q4: 38,900 shares 38,900 $3.28M 0.16% -3,905 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,616 shares; 2024Q4: 15,225 shares; 2025Q1: 14,691 shares; 2025Q2: 15,383 shares; 2025Q3: 18,079 shares; 2025Q4: 29,888 shares 29,888 $2.99M 0.15% +11,809 Timeline BLACKROCK INC 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: 40,192 shares; 2024Q4: 39,529 shares; 2025Q1: 4,813 shares; 2025Q2: 3,399 shares; 2025Q3: 2,608 shares; 2025Q4: 2,586 shares 2,586 $2.77M 0.14% -22 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: 36,960 shares; 2024Q4: 37,397 shares; 2025Q1: 31,208 shares; 2025Q2: 32,018 shares; 2025Q3: 31,490 shares; 2025Q4: 26,022 shares 26,022 $2.63M 0.13% -5,468 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: 10,628 shares; 2024Q4: 10,481 shares; 2025Q1: 9,247 shares; 2025Q2: 8,595 shares; 2025Q3: 8,388 shares; 2025Q4: 8,234 shares 8,234 $2.58M 0.13% -154 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: 5,962 shares; 2024Q4: 6,853 shares; 2025Q1: 6,836 shares; 2025Q2: 6,702 shares; 2025Q3: 6,825 shares; 2025Q4: 5,274 shares 5,274 $2.46M 0.12% -1,551 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,949 shares; 2024Q4: 35,899 shares; 2025Q1: 32,234 shares; 2025Q2: 13,331 shares; 2025Q3: 12,826 shares; 2025Q4: 12,687 shares 12,687 $2.31M 0.12% -139 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: 13,647 shares; 2024Q4: 15,403 shares; 2025Q1: 21,617 shares; 2025Q2: 26,881 shares; 2025Q3: 28,560 shares; 2025Q4: 35,629 shares 35,629 $2.23M 0.11% +7,069 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: 65,152 shares; 2024Q4: 64,422 shares; 2025Q1: 63,274 shares; 2025Q2: 39,241 shares; 2025Q3: 39,241 shares; 2025Q4: 38,433 shares 38,433 $2.03M 0.1% -808 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: 15,279 shares; 2024Q4: 13,904 shares; 2025Q1: 13,488 shares; 2025Q2: 23,968 shares; 2025Q3: 26,427 shares; 2025Q4: 25,734 shares 25,734 $1.95M 0.1% -693 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,423 shares; 2024Q4: 3,391 shares; 2025Q1: 3,123 shares; 2025Q2: 3,211 shares; 2025Q3: 3,193 shares; 2025Q4: 3,140 shares 3,140 $1.93M 0.1% -53 Timeline MORN MORNINGSTAR INC More: the full row for MORNINGSTAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,058 shares; 2024Q4: 1,330 shares; 2025Q1: 1,546 shares; 2025Q2: 9,663 shares; 2025Q3: 9,544 shares; 2025Q4: 8,755 shares 8,755 $1.9M 0.1% -789 Timeline SMH 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: 5,658 shares; 2024Q4: 5,606 shares; 2025Q1: 4,894 shares; 2025Q2: 5,009 shares; 2025Q3: 5,034 shares; 2025Q4: 5,034 shares 5,034 $1.81M 0.09% 0 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: 15,668 shares; 2024Q4: 14,868 shares; 2025Q1: 14,174 shares; 2025Q2: 13,502 shares; 2025Q3: 11,677 shares; 2025Q4: 11,677 shares 11,677 $1.8M 0.09% 0 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,267 shares; 2024Q4: 35,354 shares; 2025Q1: 34,204 shares; 2025Q2: 33,862 shares; 2025Q3: 31,352 shares; 2025Q4: 29,372 shares 29,372 $1.77M 0.09% -1,980 Timeline VRP 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: 84,415 shares; 2024Q4: 84,623 shares; 2025Q1: 81,829 shares; 2025Q2: 68,988 shares; 2025Q3: 73,368 shares; 2025Q4: 71,369 shares 71,369 $1.74M 0.09% -1,999 Timeline Vanguard Total Bond Market … Vanguard Total Bond Market ETF More: the full row for Vanguard Total Bond Market ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,926 shares; 2024Q4: 6,959 shares; 2025Q1: 13,370 shares; 2025Q2: 13,342 shares; 2025Q3: 14,065 shares; 2025Q4: 23,152 shares 23,152 $1.71M 0.09% +9,087 PREF PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,905 shares; 2024Q4: 108,156 shares; 2025Q1: 104,148 shares; 2025Q2: 84,284 shares; 2025Q3: 90,032 shares; 2025Q4: 87,611 shares 87,611 $1.67M 0.08% -2,421 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,344 shares; 2024Q4: 13,959 shares; 2025Q1: 14,159 shares; 2025Q2: 14,339 shares; 2025Q3: 14,339 shares; 2025Q4: 13,939 shares 13,939 $1.64M 0.08% -400 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: 9,191 shares; 2024Q4: 9,400 shares; 2025Q1: 6,510 shares; 2025Q2: 7,400 shares; 2025Q3: 7,568 shares; 2025Q4: 6,019 shares 6,019 $1.63M 0.08% -1,549 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: 38,392 shares; 2024Q4: 38,184 shares; 2025Q1: 38,035 shares; 2025Q2: 17,762 shares; 2025Q3: 17,767 shares; 2025Q4: 16,962 shares 16,962 $1.48M 0.07% -805 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: 6,863 shares; 2024Q4: 6,763 shares; 2025Q1: 6,697 shares; 2025Q2: 6,397 shares; 2025Q3: 5,857 shares; 2025Q4: 5,628 shares 5,628 $1.48M 0.07% -229 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: 6,666 shares; 2024Q4: 6,637 shares; 2025Q1: 6,005 shares; 2025Q2: 6,301 shares; 2025Q3: 6,555 shares; 2025Q4: 6,260 shares 6,260 $1.43M 0.07% -295 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: 6,997 shares; 2024Q4: 7,022 shares; 2025Q1: 7,022 shares; 2025Q2: 7,722 shares; 2025Q3: 7,555 shares; 2025Q4: 7,085 shares 7,085 $1.38M 0.07% -470 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,860 shares; 2024Q4: 1,860 shares; 2025Q1: 3,240 shares; 2025Q2: 3,490 shares; 2025Q3: 3,440 shares; 2025Q4: 3,440 shares 3,440 $1.36M 0.07% 0 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,374 shares; 2024Q4: 11,794 shares; 2025Q1: 11,353 shares; 2025Q2: 10,917 shares; 2025Q3: 10,298 shares; 2025Q4: 9,488 shares 9,488 $1.3M 0.06% -810 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: 11,944 shares; 2024Q4: 12,522 shares; 2025Q1: 13,991 shares; 2025Q2: 15,664 shares; 2025Q3: 16,592 shares; 2025Q4: 19,476 shares 19,476 $1.29M 0.06% +2,884 Timeline VCIT 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: 23,470 shares; 2024Q4: 23,149 shares; 2025Q1: 22,632 shares; 2025Q2: 17,347 shares; 2025Q3: 15,727 shares; 2025Q4: 15,217 shares 15,217 $1.27M 0.06% -510 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: 10,543 shares; 2024Q4: 10,141 shares; 2025Q1: 10,081 shares; 2025Q2: 10,561 shares; 2025Q3: 10,561 shares; 2025Q4: 9,529 shares 9,529 $1.26M 0.06% -1,032 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,505 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,889 shares 11,889 $1.24M 0.06% new Timeline TSLX SIXTH STREET SPECIALTY LENDI More: the full row for SIXTH STREET SPECIALTY LENDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,005 shares; 2024Q4: 58,768 shares; 2025Q1: 63,405 shares; 2025Q2: 63,576 shares; 2025Q3: 59,128 shares; 2025Q4: 56,429 shares 56,429 $1.23M 0.06% -2,699 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: 6,024 shares; 2024Q4: 6,227 shares; 2025Q1: 4,251 shares; 2025Q2: 5,434 shares; 2025Q3: 4,809 shares; 2025Q4: 5,011 shares 5,011 $1.21M 0.06% +202 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: 2,764 shares; 2024Q4: 2,555 shares; 2025Q1: 2,856 shares; 2025Q2: 2,939 shares; 2025Q3: 2,559 shares; 2025Q4: 2,670 shares 2,670 $1.2M 0.06% +111 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: 40,260 shares; 2024Q4: 36,050 shares; 2025Q1: 39,305 shares; 2025Q2: 38,906 shares; 2025Q3: 49,197 shares; 2025Q4: 47,660 shares 47,660 $1.19M 0.06% -1,537 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: 4,853 shares; 2024Q4: 4,803 shares; 2025Q1: 4,691 shares; 2025Q2: 4,622 shares; 2025Q3: 4,622 shares; 2025Q4: 4,471 shares 4,471 $1.18M 0.06% -151 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: 27,718 shares; 2024Q4: 26,368 shares; 2025Q1: 23,010 shares; 2025Q2: 22,690 shares; 2025Q3: 23,607 shares; 2025Q4: 21,860 shares 21,860 $1.17M 0.06% -1,747 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: 18,645 shares; 2024Q4: 20,053 shares; 2025Q1: 15,412 shares; 2025Q2: 17,470 shares; 2025Q3: 16,622 shares; 2025Q4: 15,075 shares 15,075 $1.16M 0.06% -1,547 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: 1,345 shares; 2024Q4: 1,345 shares; 2025Q1: 1,345 shares; 2025Q2: 1,349 shares; 2025Q3: 1,319 shares; 2025Q4: 1,319 shares 1,319 $1.16M 0.06% 0 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,332 shares; 2024Q4: 21,323 shares; 2025Q1: 22,273 shares; 2025Q2: 22,325 shares; 2025Q3: 14,325 shares; 2025Q4: 14,004 shares 14,004 $1.14M 0.06% -321 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: 18,111 shares; 2024Q4: 18,756 shares; 2025Q1: 17,892 shares; 2025Q2: 17,604 shares; 2025Q3: 19,313 shares; 2025Q4: 18,814 shares 18,814 $1.13M 0.06% -499 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,550 shares; 2024Q4: 2,787 shares; 2025Q1: 2,950 shares; 2025Q2: 3,250 shares; 2025Q3: 3,550 shares; 2025Q4: 3,550 shares 3,550 $1.12M 0.06% 0 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: 3,228 shares; 2024Q4: not reported; 2025Q1: 4,853 shares; 2025Q2: 4,967 shares; 2025Q3: 5,037 shares; 2025Q4: 5,000 shares 5,000 $1.07M 0.05% -37 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,492 shares; 2024Q4: 14,992 shares; 2025Q1: 18,392 shares; 2025Q2: 21,392 shares; 2025Q3: 21,392 shares; 2025Q4: 21,392 shares 21,392 $1.05M 0.05% 0 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,971 shares; 2024Q4: 10,971 shares; 2025Q1: 10,971 shares; 2025Q2: 10,820 shares; 2025Q3: 10,505 shares; 2025Q4: 10,505 shares 10,505 $1.02M 0.05% 0 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,884 shares; 2024Q4: 11,234 shares; 2025Q1: 7,986 shares; 2025Q2: 9,177 shares; 2025Q3: 9,252 shares; 2025Q4: 8,979 shares 8,979 $1.01M 0.05% -273 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: 7,115 shares; 2024Q4: 8,115 shares; 2025Q1: 8,500 shares; 2025Q2: 8,516 shares; 2025Q3: 8,516 shares; 2025Q4: 8,516 shares 8,516 $994K 0.05% 0 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,427 shares; 2024Q4: 4,598 shares; 2025Q1: 3,696 shares; 2025Q2: 3,740 shares; 2025Q3: 3,510 shares; 2025Q4: 3,282 shares 3,282 $947K 0.05% -228 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: 1,041 shares; 2024Q4: 1,023 shares; 2025Q1: 1,013 shares; 2025Q2: 1,016 shares; 2025Q3: 1,002 shares; 2025Q4: 10,090 shares 10,090 $946K 0.05% +9,088 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,284 shares; 2024Q4: 10,128 shares; 2025Q1: 14,194 shares; 2025Q2: 18,216 shares; 2025Q3: 19,304 shares; 2025Q4: 32,235 shares 32,235 $918K 0.05% +12,931 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: 3,803 shares; 2024Q4: 3,753 shares; 2025Q1: 3,753 shares; 2025Q2: 3,765 shares; 2025Q3: 2,885 shares; 2025Q4: 2,874 shares 2,874 $915K 0.05% -11 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,060 shares; 2024Q4: 5,561 shares; 2025Q1: 5,471 shares; 2025Q2: 5,383 shares; 2025Q3: 5,083 shares; 2025Q4: 5,361 shares 5,361 $905K 0.05% +278 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,831 shares; 2024Q4: 4,742 shares; 2025Q1: 4,714 shares; 2025Q2: 4,729 shares; 2025Q3: 4,729 shares; 2025Q4: 4,729 shares 4,729 $903K 0.05% 0 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,311 shares; 2024Q4: 2,339 shares; 2025Q1: 2,066 shares; 2025Q2: 2,062 shares; 2025Q3: 1,762 shares; 2025Q4: 1,862 shares 1,862 $901K 0.04% +100 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: 1,899 shares; 2024Q4: 1,899 shares; 2025Q1: 1,899 shares; 2025Q2: 1,928 shares; 2025Q3: 1,828 shares; 2025Q4: 1,785 shares 1,785 $897K 0.04% -43 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,460 shares; 2024Q4: 27,460 shares; 2025Q1: 21,753 shares; 2025Q2: 20,150 shares; 2025Q3: 18,950 shares; 2025Q4: 18,950 shares 18,950 $891K 0.04% 0 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: not reported; 2024Q4: 546 shares; 2025Q1: 607 shares; 2025Q2: 1,753 shares; 2025Q3: 1,807 shares; 2025Q4: 1,710 shares 1,710 $874K 0.04% -97 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,578 shares; 2024Q4: 3,738 shares; 2025Q1: 2,099 shares; 2025Q2: 2,669 shares; 2025Q3: 2,563 shares; 2025Q4: 2,603 shares 2,603 $852K 0.04% +40 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: 933 shares; 2024Q4: 953 shares; 2025Q1: 993 shares; 2025Q2: 1,111 shares; 2025Q3: 1,311 shares; 2025Q4: 1,248 shares 1,248 $824K 0.04% -63 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: 12,266 shares; 2024Q4: 12,289 shares; 2025Q1: 10,922 shares; 2025Q2: 11,025 shares; 2025Q3: 11,014 shares; 2025Q4: 11,014 shares 11,014 $813K 0.04% 0 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,403 shares 12,403 $811K 0.04% new Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,177 shares; 2025Q2: 1,182 shares; 2025Q3: 1,182 shares; 2025Q4: 1,193 shares 1,193 $780K 0.04% +11 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,161 shares; 2024Q4: 3,266 shares; 2025Q1: 3,070 shares; 2025Q2: 3,087 shares; 2025Q3: 2,958 shares; 2025Q4: 2,511 shares 2,511 $763K 0.04% -447 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: 2,329 shares; 2024Q4: 2,329 shares; 2025Q1: 2,329 shares; 2025Q2: 3,329 shares; 2025Q3: 3,079 shares; 2025Q4: 3,079 shares 3,079 $758K 0.04% 0 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: not reported; 2024Q4: 603 shares; 2025Q1: not reported; 2025Q2: 396 shares; 2025Q3: 396 shares; 2025Q4: 857 shares 857 $753K 0.04% +461 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: not reported; 2024Q4: not reported; 2025Q1: 4,673 shares; 2025Q2: 6,103 shares; 2025Q3: 6,423 shares; 2025Q4: 11,137 shares 11,137 $749K 0.04% +4,714 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,352 shares; 2024Q4: 6,389 shares; 2025Q1: 6,365 shares; 2025Q2: 6,395 shares; 2025Q3: 6,395 shares; 2025Q4: 6,328 shares 6,328 $742K 0.04% -67 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: 1,301 shares; 2024Q4: 1,281 shares; 2025Q1: 1,309 shares; 2025Q2: 1,370 shares; 2025Q3: 1,372 shares; 2025Q4: 1,173 shares 1,173 $736K 0.04% -199 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 332 shares; 2025Q1: 846 shares; 2025Q2: 1,678 shares; 2025Q3: 1,041 shares; 2025Q4: 678 shares 678 $725K 0.04% -363 Timeline KNSL KINSALE CAP GROUP INC More: the full row for KINSALE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,930 shares; 2024Q4: 2,863 shares; 2025Q1: 2,550 shares; 2025Q2: 2,756 shares; 2025Q3: 2,187 shares; 2025Q4: 1,807 shares 1,807 $707K 0.04% -380 Timeline ISHARES TR 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: 791 shares; 2024Q4: 1,128 shares; 2025Q1: 973 shares; 2025Q2: 1,178 shares; 2025Q3: 1,131 shares; 2025Q4: 1,020 shares 1,020 $699K 0.03% -111 CRAI CRA INTL INC More: the full row for CRA INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,543 shares; 2024Q4: 5,423 shares; 2025Q1: 4,870 shares; 2025Q2: 5,033 shares; 2025Q3: 3,434 shares; 2025Q4: 3,435 shares 3,435 $689K 0.03% +1 Timeline JIRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,175 shares; 2025Q4: 9,195 shares 9,195 $689K 0.03% +3,020 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: 6,923 shares; 2024Q4: 6,089 shares; 2025Q1: 6,070 shares; 2025Q2: 6,138 shares; 2025Q3: 5,353 shares; 2025Q4: 8,253 shares 8,253 $685K 0.03% +2,900 Timeline IDV 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: 9,224 shares; 2025Q2: 13,517 shares; 2025Q3: 15,667 shares; 2025Q4: 17,154 shares 17,154 $677K 0.03% +1,487 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,172 shares; 2024Q4: 6,963 shares; 2025Q1: 7,313 shares; 2025Q2: 6,408 shares; 2025Q3: 4,308 shares; 2025Q4: 4,363 shares 4,363 $675K 0.03% +55 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,491 shares; 2024Q4: 4,481 shares; 2025Q1: 4,536 shares; 2025Q2: 4,411 shares; 2025Q3: 4,411 shares; 2025Q4: 4,761 shares 4,761 $672K 0.03% +350 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,387 shares; 2024Q4: 1,387 shares; 2025Q1: 1,387 shares; 2025Q2: 1,299 shares; 2025Q3: 1,299 shares; 2025Q4: 1,312 shares 1,312 $670K 0.03% +13 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,979 shares; 2024Q4: 3,579 shares; 2025Q1: 2,279 shares; 2025Q2: 2,284 shares; 2025Q3: 2,284 shares; 2025Q4: 4,568 shares 4,568 $658K 0.03% +2,284 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,495 shares; 2024Q4: 7,495 shares; 2025Q1: 7,995 shares; 2025Q2: 7,900 shares; 2025Q3: 8,100 shares; 2025Q4: 15,400 shares 15,400 $657K 0.03% +7,300 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: 344 shares; 2024Q4: 367 shares; 2025Q1: 418 shares; 2025Q2: 7,301 shares; 2025Q3: 7,225 shares; 2025Q4: 7,197 shares 7,197 $656K 0.03% -28 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: 37,388 shares; 2024Q4: 37,398 shares; 2025Q1: 37,407 shares; 2025Q2: 37,521 shares; 2025Q3: 27,129 shares; 2025Q4: 26,038 shares 26,038 $647K 0.03% -1,091 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,167 shares; 2024Q4: 6,669 shares; 2025Q1: 3,392 shares; 2025Q2: 4,483 shares; 2025Q3: 4,815 shares; 2025Q4: 4,872 shares 4,872 $629K 0.03% +57 Timeline IBDR 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: 22,593 shares; 2024Q4: 22,494 shares; 2025Q1: 22,348 shares; 2025Q2: 23,807 shares; 2025Q3: 25,568 shares; 2025Q4: 25,296 shares 25,296 $613K 0.03% -272 Timeline IBDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27,594 shares 27,594 $609K 0.03% new Timeline IBDS 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: 22,713 shares; 2024Q4: 22,723 shares; 2025Q1: 22,474 shares; 2025Q2: 23,937 shares; 2025Q3: 25,350 shares; 2025Q4: 25,071 shares 25,071 $609K 0.03% -279 Timeline IBDT 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: 21,498 shares; 2024Q4: 21,509 shares; 2025Q1: 21,044 shares; 2025Q2: 22,450 shares; 2025Q3: 24,132 shares; 2025Q4: 23,875 shares 23,875 $608K 0.03% -257 Timeline IBDU 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: 22,655 shares; 2025Q1: 22,764 shares; 2025Q2: 24,304 shares; 2025Q3: 26,137 shares; 2025Q4: 25,863 shares 25,863 $605K 0.03% -274 Timeline FSV FIRSTSERVICE CORP NEW More: the full row for FIRSTSERVICE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,627 shares; 2024Q4: 1,528 shares; 2025Q1: 3,697 shares; 2025Q2: 5,413 shares; 2025Q3: 3,382 shares; 2025Q4: 3,802 shares 3,802 $591K 0.03% +420 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: not reported; 2025Q1: 2,439 shares; 2025Q2: 2,312 shares; 2025Q3: 2,226 shares; 2025Q4: 3,295 shares 3,295 $586K 0.03% +1,069 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: 3,528 shares; 2024Q4: 3,428 shares; 2025Q1: 3,478 shares; 2025Q2: 3,679 shares; 2025Q3: 3,679 shares; 2025Q4: 2,679 shares 2,679 $582K 0.03% -1,000 Timeline AEE AMEREN CORP More: the full row for AMEREN 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: 5,573 shares; 2025Q3: 5,954 shares; 2025Q4: 5,736 shares 5,736 $573K 0.03% -218 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: 537 shares; 2024Q4: 543 shares; 2025Q1: 594 shares; 2025Q2: 724 shares; 2025Q3: 771 shares; 2025Q4: 3,717 shares 3,717 $569K 0.03% +2,946 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: 7,849 shares; 2024Q4: 7,876 shares; 2025Q1: 7,731 shares; 2025Q2: 7,753 shares; 2025Q3: 7,552 shares; 2025Q4: 7,694 shares 7,694 $565K 0.03% +142 Timeline POOL POOL CORP More: the full row for POOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,586 shares; 2024Q4: 61,729 shares; 2025Q1: 50,849 shares; 2025Q2: 49,515 shares; 2025Q3: 48,956 shares; 2025Q4: 2,422 shares 2,422 $554K 0.03% -46,534 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: 6,248 shares; 2024Q4: 6,442 shares; 2025Q1: 5,004 shares; 2025Q2: 5,044 shares; 2025Q3: 4,890 shares; 2025Q4: 4,748 shares 4,748 $548K 0.03% -142 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: 4,612 shares; 2024Q4: 4,612 shares; 2025Q1: 4,612 shares; 2025Q2: 6,312 shares; 2025Q3: 6,312 shares; 2025Q4: 5,912 shares 5,912 $529K 0.03% -400 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,426 shares; 2025Q3: 11,176 shares; 2025Q4: 12,176 shares 12,176 $522K 0.03% +1,000 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,661 shares; 2025Q4: 5,463 shares 5,463 $520K 0.03% -198 Timeline MZTI MARZETTI COMPANY More: the full row for MARZETTI COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,115 shares; 2024Q4: 6,012 shares; 2025Q1: 5,423 shares; 2025Q2: 4,247 shares; 2025Q3: 3,386 shares; 2025Q4: 3,144 shares 3,144 $517K 0.03% -242 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,636 shares; 2024Q4: 17,661 shares; 2025Q1: 17,596 shares; 2025Q2: 6,168 shares; 2025Q3: 5,865 shares; 2025Q4: 5,865 shares 5,865 $512K 0.03% 0 Timeline PFFV GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,903 shares 22,903 $509K 0.03% new 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: 1,132 shares; 2024Q4: 1,197 shares; 2025Q1: 917 shares; 2025Q2: 999 shares; 2025Q3: 568 shares; 2025Q4: 1,135 shares 1,135 $505K 0.03% +567 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,264 shares; 2024Q4: 3,264 shares; 2025Q1: 1,989 shares; 2025Q2: 1,989 shares; 2025Q3: 1,839 shares; 2025Q4: 4,198 shares 4,198 $501K 0.03% +2,359 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,764 shares; 2024Q4: 6,514 shares; 2025Q1: 6,844 shares; 2025Q2: 6,923 shares; 2025Q3: 7,268 shares; 2025Q4: 9,011 shares 9,011 $484K 0.02% +1,743 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,123 shares; 2024Q4: 5,011 shares; 2025Q1: 5,259 shares; 2025Q2: 5,723 shares; 2025Q3: 7,042 shares; 2025Q4: 6,122 shares 6,122 $482K 0.02% -920 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,924 shares; 2024Q4: 1,894 shares; 2025Q1: 1,854 shares; 2025Q2: 1,711 shares; 2025Q3: 1,721 shares; 2025Q4: 1,721 shares 1,721 $480K 0.02% 0 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,162 shares; 2024Q4: 5,215 shares; 2025Q1: 5,078 shares; 2025Q2: 5,061 shares; 2025Q3: 5,061 shares; 2025Q4: 4,658 shares 4,658 $477K 0.02% -403 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,930 shares; 2024Q4: 9,930 shares; 2025Q1: 9,930 shares; 2025Q2: 9,930 shares; 2025Q3: 9,930 shares; 2025Q4: 9,930 shares 9,930 $475K 0.02% 0 Timeline EWC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,500 shares; 2025Q3: 8,500 shares; 2025Q4: 8,700 shares 8,700 $469K 0.02% +200 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,305 shares; 2024Q4: 6,925 shares; 2025Q1: 6,925 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,925 shares 19,925 $466K 0.02% new 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: 15,241 shares; 2024Q4: 14,641 shares; 2025Q1: 14,641 shares; 2025Q2: 14,641 shares; 2025Q3: 14,241 shares; 2025Q4: 14,241 shares 14,241 $457K 0.02% 0 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: 6,973 shares; 2024Q4: 7,406 shares; 2025Q1: 5,753 shares; 2025Q2: 6,684 shares; 2025Q3: 5,745 shares; 2025Q4: 5,775 shares 5,775 $456K 0.02% +30 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,799 shares; 2024Q4: 1,968 shares; 2025Q1: not reported; 2025Q2: 1,276 shares; 2025Q3: 1,402 shares; 2025Q4: 1,459 shares 1,459 $455K 0.02% +57 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: 57,547 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,781 shares; 2025Q3: 1,281 shares; 2025Q4: 1,281 shares 1,281 $449K 0.02% 0 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: 2,484 shares; 2024Q4: 2,484 shares; 2025Q1: 2,244 shares; 2025Q2: 2,282 shares; 2025Q3: 2,282 shares; 2025Q4: 2,282 shares 2,282 $445K 0.02% 0 Timeline CSWC CAPITAL SOUTHWEST CORP More: the full row for CAPITAL SOUTHWEST CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,681 shares; 2024Q4: 18,955 shares; 2025Q1: 18,424 shares; 2025Q2: 15,787 shares; 2025Q3: 19,135 shares; 2025Q4: 19,999 shares 19,999 $443K 0.02% +864 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,245 shares; 2024Q4: 5,161 shares; 2025Q1: 5,126 shares; 2025Q2: 5,371 shares; 2025Q3: 5,691 shares; 2025Q4: 5,563 shares 5,563 $433K 0.02% -128 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: not reported; 2025Q4: 2,508 shares 2,508 $432K 0.02% new 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: not reported; 2024Q4: 1,301 shares; 2025Q1: 1,258 shares; 2025Q2: 1,286 shares; 2025Q3: 1,302 shares; 2025Q4: 1,330 shares 1,330 $410K 0.02% +28 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,910 shares; 2024Q4: 8,937 shares; 2025Q1: 8,446 shares; 2025Q2: 8,464 shares; 2025Q3: 7,038 shares; 2025Q4: 7,192 shares 7,192 $407K 0.02% +154 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: 138,959 shares; 2024Q4: 137,079 shares; 2025Q1: 121,508 shares; 2025Q2: 89,274 shares; 2025Q3: 61,232 shares; 2025Q4: 2,094 shares 2,094 $406K 0.02% -59,138 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: 927 shares; 2024Q4: 927 shares; 2025Q1: 927 shares; 2025Q2: 938 shares; 2025Q3: 713 shares; 2025Q4: 713 shares 713 $404K 0.02% 0 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,864 shares; 2024Q4: 2,775 shares; 2025Q1: 2,575 shares; 2025Q2: 2,598 shares; 2025Q3: 3,091 shares; 2025Q4: 2,500 shares 2,500 $401K 0.02% -591 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: 4,242 shares; 2024Q4: 4,232 shares; 2025Q1: 4,196 shares; 2025Q2: 4,196 shares; 2025Q3: 3,196 shares; 2025Q4: 3,296 shares 3,296 $396K 0.02% +100 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: 2,543 shares; 2024Q4: 2,400 shares; 2025Q1: 2,411 shares; 2025Q2: 1,803 shares; 2025Q3: not reported; 2025Q4: 1,520 shares 1,520 $394K 0.02% new 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: 1,854 shares; 2024Q4: 1,854 shares; 2025Q1: 1,854 shares; 2025Q2: 1,864 shares; 2025Q3: 1,864 shares; 2025Q4: 1,864 shares 1,864 $388K 0.02% 0 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 557 shares; 2025Q4: 783 shares 783 $382K 0.02% +226 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,135 shares; 2024Q4: 4,196 shares; 2025Q1: 4,196 shares; 2025Q2: 4,022 shares; 2025Q3: 3,919 shares; 2025Q4: 3,669 shares 3,669 $370K 0.02% -250 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: 1,387 shares; 2024Q4: 1,388 shares; 2025Q1: 1,263 shares; 2025Q2: 1,263 shares; 2025Q3: 1,263 shares; 2025Q4: 1,263 shares 1,263 $366K 0.02% 0 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,515 shares; 2024Q4: 2,465 shares; 2025Q1: 2,215 shares; 2025Q2: 2,325 shares; 2025Q3: 2,325 shares; 2025Q4: 2,335 shares 2,335 $362K 0.02% +10 Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,186 shares; 2025Q2: 5,305 shares; 2025Q3: 5,056 shares; 2025Q4: 7,587 shares 7,587 $361K 0.02% +2,531 Timeline Newmont Mining Corporation Newmont Mining Corporation More: the full row for Newmont Mining Corporation Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,500 shares; 2025Q4: 3,565 shares 3,565 $356K 0.02% +65 SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,324 shares; 2024Q4: 16,114 shares; 2025Q1: 15,109 shares; 2025Q2: 15,145 shares; 2025Q3: 14,772 shares; 2025Q4: 13,779 shares 13,779 $353K 0.02% -993 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,108 shares; 2025Q1: 2,298 shares; 2025Q2: 2,625 shares; 2025Q3: 2,150 shares; 2025Q4: 2,234 shares 2,234 $350K 0.02% +84 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,131 shares; 2025Q1: not reported; 2025Q2: 5,927 shares; 2025Q3: 6,690 shares; 2025Q4: 8,584 shares 8,584 $346K 0.02% +1,894 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,900 shares; 2025Q2: 1,900 shares; 2025Q3: 1,900 shares; 2025Q4: 2,400 shares 2,400 $344K 0.02% +500 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: 7,133 shares; 2024Q4: 6,233 shares; 2025Q1: 6,233 shares; 2025Q2: 6,233 shares; 2025Q3: 6,233 shares; 2025Q4: 6,233 shares 6,233 $341K 0.02% 0 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,259 shares; 2024Q4: 5,609 shares; 2025Q1: 8,030 shares; 2025Q2: 6,939 shares; 2025Q3: 4,189 shares; 2025Q4: 7,780 shares 7,780 $337K 0.02% +3,591 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,500 shares; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares; 2025Q2: 2,500 shares; 2025Q3: 2,500 shares; 2025Q4: 2,500 shares 2,500 $323K 0.02% 0 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,114 shares; 2024Q4: 1,661 shares; 2025Q1: 1,651 shares; 2025Q2: 1,634 shares; 2025Q3: 1,634 shares; 2025Q4: 868 shares 868 $321K 0.02% -766 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,143 shares; 2024Q4: 1,928 shares; 2025Q1: 1,698 shares; 2025Q2: not reported; 2025Q3: 1,339 shares; 2025Q4: 1,501 shares 1,501 $318K 0.02% +162 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,008 shares; 2024Q4: 1,002 shares; 2025Q1: 1,066 shares; 2025Q2: 1,081 shares; 2025Q3: 1,081 shares; 2025Q4: 1,081 shares 1,081 $314K 0.02% 0 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,532 shares; 2024Q4: 5,497 shares; 2025Q1: 2,655 shares; 2025Q2: 2,826 shares; 2025Q3: 2,827 shares; 2025Q4: 2,844 shares 2,844 $314K 0.02% +17 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,300 shares; 2025Q2: 3,700 shares; 2025Q3: 3,500 shares; 2025Q4: 4,150 shares 4,150 $313K 0.02% +650 Timeline IBCA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,158 shares 12,158 $310K 0.02% new 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: 246 shares; 2024Q4: 296 shares; 2025Q1: not reported; 2025Q2: 300 shares; 2025Q3: 295 shares; 2025Q4: 305 shares 305 $308K 0.02% +10 Timeline BEPC BROOKFIELD RENEWABLE CORP More: the full row for BROOKFIELD RENEWABLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,900 shares; 2025Q4: 7,950 shares 7,950 $305K 0.02% +50 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: 2,302 shares; 2024Q4: 2,355 shares; 2025Q1: 1,971 shares; 2025Q2: 1,963 shares; 2025Q3: 1,963 shares; 2025Q4: 1,963 shares 1,963 $304K 0.02% 0 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,918 shares; 2024Q4: 3,394 shares; 2025Q1: 3,344 shares; 2025Q2: 3,353 shares; 2025Q3: 3,209 shares; 2025Q4: 3,048 shares 3,048 $298K 0.01% -161 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,849 shares; 2024Q4: 7,888 shares; 2025Q1: 6,819 shares; 2025Q2: 6,903 shares; 2025Q3: 6,903 shares; 2025Q4: 7,094 shares 7,094 $287K 0.01% +191 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 290 shares; 2025Q4: 315 shares 315 $286K 0.01% +25 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: 5,225 shares; 2024Q4: 4,774 shares; 2025Q1: 4,733 shares; 2025Q2: 4,260 shares; 2025Q3: 3,405 shares; 2025Q4: 2,485 shares 2,485 $283K 0.01% -920 Timeline VANECK ETF TRUST 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: 17,500 shares; 2024Q4: 16,000 shares; 2025Q1: not reported; 2025Q2: 16,000 shares; 2025Q3: 16,000 shares; 2025Q4: 16,000 shares 16,000 $283K 0.01% 0 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: not reported; 2024Q4: 1,000 shares; 2025Q1: not reported; 2025Q2: 1,005 shares; 2025Q3: 1,005 shares; 2025Q4: 1,005 shares 1,005 $280K 0.01% 0 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,595 shares; 2024Q4: 5,721 shares; 2025Q1: 5,416 shares; 2025Q2: 5,549 shares; 2025Q3: 5,549 shares; 2025Q4: 5,729 shares 5,729 $278K 0.01% +180 Timeline ASND ASCENDIS PHARMA A/S More: the full row for ASCENDIS PHARMA A/S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,300 shares; 2025Q2: 1,300 shares; 2025Q3: 1,300 shares; 2025Q4: 1,300 shares 1,300 $277K 0.01% 0 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,574 shares; 2025Q4: 2,581 shares 2,581 $276K 0.01% +7 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,598 shares; 2025Q4: 1,706 shares 1,706 $275K 0.01% +108 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,657 shares; 2024Q4: 4,659 shares; 2025Q1: 4,660 shares; 2025Q2: 4,726 shares; 2025Q3: 4,726 shares; 2025Q4: 4,960 shares 4,960 $272K 0.01% +234 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,885 shares; 2024Q4: 4,976 shares; 2025Q1: 4,885 shares; 2025Q2: 4,885 shares; 2025Q3: 4,885 shares; 2025Q4: 4,885 shares 4,885 $269K 0.01% 0 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,388 shares; 2024Q4: 3,388 shares; 2025Q1: 3,388 shares; 2025Q2: 3,388 shares; 2025Q3: 3,388 shares; 2025Q4: 3,388 shares 3,388 $267K 0.01% 0 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,200 shares; 2024Q4: 6,200 shares; 2025Q1: 4,363 shares; 2025Q2: 4,373 shares; 2025Q3: 3,573 shares; 2025Q4: 3,563 shares 3,563 $263K 0.01% -10 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: 996 shares; 2024Q4: 986 shares; 2025Q1: 975 shares; 2025Q2: 900 shares; 2025Q3: 767 shares; 2025Q4: 779 shares 779 $261K 0.01% +12 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,000 shares; 2025Q4: 8,000 shares 8,000 $261K 0.01% 0 Timeline EUAD SPINNAKER ETF SERIES More: the full row for SPINNAKER ETF SERIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,450 shares; 2025Q3: 5,450 shares; 2025Q4: 6,150 shares 6,150 $259K 0.01% +700 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,015 shares; 2024Q4: 4,515 shares; 2025Q1: 4,495 shares; 2025Q2: 4,455 shares; 2025Q3: 4,455 shares; 2025Q4: 4,480 shares 4,480 $258K 0.01% +25 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,790 shares; 2025Q2: 2,500 shares; 2025Q3: 1,890 shares; 2025Q4: 1,969 shares 1,969 $251K 0.01% +79 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: 402 shares; 2024Q4: not reported; 2025Q1: 412 shares; 2025Q2: 413 shares; 2025Q3: 413 shares; 2025Q4: 425 shares 425 $243K 0.01% +12 Timeline PGF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,442 shares; 2024Q4: 18,377 shares; 2025Q1: 18,377 shares; 2025Q2: 17,647 shares; 2025Q3: 17,272 shares; 2025Q4: 17,147 shares 17,147 $242K 0.01% -125 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: 2,797 shares; 2025Q3: 1,986 shares; 2025Q4: 2,132 shares 2,132 $241K 0.01% +146 Timeline PIO 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: 3,527 shares; 2024Q4: 3,427 shares; 2025Q1: 3,427 shares; 2025Q2: 3,412 shares; 2025Q3: 3,412 shares; 2025Q4: 3,350 shares 3,350 $236K 0.01% -62 Timeline GCMG GCM GROSVENOR INC More: the full row for GCM GROSVENOR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,576 shares; 2024Q4: 20,576 shares; 2025Q1: 20,576 shares; 2025Q2: 20,576 shares; 2025Q3: 23,150 shares; 2025Q4: 20,150 shares 20,150 $228K 0.01% -3,000 Timeline ULS UL SOLUTIONS INC More: the full row for UL SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,450 shares; 2025Q4: 2,867 shares 2,867 $226K 0.01% -1,583 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,729 shares; 2024Q4: 3,729 shares; 2025Q1: 3,129 shares; 2025Q2: 2,977 shares; 2025Q3: 2,977 shares; 2025Q4: 2,839 shares 2,839 $221K 0.01% -138 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,693 shares; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares; 2025Q2: 2,500 shares; 2025Q3: 2,500 shares; 2025Q4: 2,500 shares 2,500 $218K 0.01% 0 Timeline BHM BLUEROCK HOMES TRUST INC More: the full row for BLUEROCK HOMES TRUST 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: 14,053 shares 14,053 $211K 0.01% new Timeline IBDY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,883 shares 7,883 $206K 0.01% new Timeline IBTP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,801 shares 7,801 $206K 0.01% new Timeline IBDX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,055 shares 8,055 $206K 0.01% new Timeline IBDW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,723 shares 9,723 $206K 0.01% new 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: not reported; 2024Q4: 3,755 shares; 2025Q1: 3,755 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,755 shares 3,755 $203K 0.01% new Timeline EWQ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,500 shares 4,500 $202K 0.01% new Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,100 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 775 shares 775 $202K 0.01% new Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,035 shares 1,035 $200K 0.01% new Timeline NTLA INTELLIA THERAPEUTICS INC More: the full row for INTELLIA THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,454 shares 17,454 $157K 0.01% new Timeline IGC IGC PHARMA INC More: the full row for IGC PHARMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116,401 shares; 2024Q4: 109,401 shares; 2025Q1: 84,401 shares; 2025Q2: 84,401 shares; 2025Q3: 84,401 shares; 2025Q4: 84,401 shares 84,401 $23.8K <0.01% 0 Timeline