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: 1,764,354 shares; 2024Q4: 1,749,350 shares; 2025Q1: 1,702,132 shares; 2025Q2: 1,645,530 shares; 2025Q3: 1,619,311 shares; 2025Q4: 1,576,554 shares 1,576,554 $429M 6.28% -42,757 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: 2,402,783 shares; 2024Q4: 2,362,556 shares; 2025Q1: 2,469,113 shares; 2025Q2: 2,413,188 shares; 2025Q3: 2,338,533 shares; 2025Q4: 2,264,901 shares 2,264,901 $422M 6.19% -73,632 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: 873,738 shares; 2024Q4: 870,960 shares; 2025Q1: 860,807 shares; 2025Q2: 836,043 shares; 2025Q3: 819,395 shares; 2025Q4: 811,533 shares 811,533 $392M 5.75% -7,862 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: 1,030,813 shares; 2024Q4: 1,023,871 shares; 2025Q1: 999,388 shares; 2025Q2: 983,616 shares; 2025Q3: 977,185 shares; 2025Q4: 953,003 shares 953,003 $299M 4.38% -24,182 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: 1,221,789 shares; 2024Q4: 1,220,590 shares; 2025Q1: 1,191,053 shares; 2025Q2: 1,163,536 shares; 2025Q3: 1,152,251 shares; 2025Q4: 1,144,774 shares 1,144,774 $264M 3.87% -7,477 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: 813,654 shares; 2024Q4: 819,701 shares; 2025Q1: 806,848 shares; 2025Q2: 781,694 shares; 2025Q3: 766,671 shares; 2025Q4: 751,368 shares 751,368 $235M 3.45% -15,303 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: 438,811 shares; 2024Q4: 436,895 shares; 2025Q1: 421,088 shares; 2025Q2: 412,418 shares; 2025Q3: 405,527 shares; 2025Q4: 399,179 shares 399,179 $228M 3.34% -6,348 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,282,786 shares; 2024Q4: 1,274,422 shares; 2025Q1: 1,241,998 shares; 2025Q2: 1,261,942 shares; 2025Q3: 1,244,132 shares; 2025Q4: 1,216,602 shares 1,216,602 $216M 3.16% -27,530 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,471,931 shares; 2024Q4: 1,399,444 shares; 2025Q1: 1,358,171 shares; 2025Q2: 1,358,268 shares; 2025Q3: 1,333,651 shares; 2025Q4: 1,317,092 shares 1,317,092 $203M 2.97% -16,559 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: 656,148 shares; 2024Q4: 650,873 shares; 2025Q1: 636,215 shares; 2025Q2: 600,108 shares; 2025Q3: 591,010 shares; 2025Q4: 586,994 shares 586,994 $189M 2.77% -4,016 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,891 shares; 2024Q4: 57,512 shares; 2025Q1: 54,538 shares; 2025Q2: 52,902 shares; 2025Q3: 51,590 shares; 2025Q4: 51,961 shares 51,961 $176M 2.58% +371 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,178,894 shares; 2024Q4: 1,103,209 shares; 2025Q1: 1,056,221 shares; 2025Q2: 1,038,503 shares; 2025Q3: 1,023,385 shares; 2025Q4: 997,000 shares 997,000 $160M 2.35% -26,385 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 298,994 shares; 2024Q4: 298,083 shares; 2025Q1: 289,694 shares; 2025Q2: 284,202 shares; 2025Q3: 280,298 shares; 2025Q4: 274,755 shares 274,755 $159M 2.33% -5,543 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: 467,966 shares; 2024Q4: 467,793 shares; 2025Q1: 460,394 shares; 2025Q2: 450,742 shares; 2025Q3: 445,080 shares; 2025Q4: 440,318 shares 440,318 $152M 2.22% -4,762 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: 2,782,978 shares; 2024Q4: 2,762,209 shares; 2025Q1: 2,690,985 shares; 2025Q2: 2,533,229 shares; 2025Q3: 2,498,218 shares; 2025Q4: 2,459,053 shares 2,459,053 $148M 2.17% -39,165 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 126,533 shares; 2025Q2: 158,670 shares; 2025Q3: 159,280 shares; 2025Q4: 155,237 shares 155,237 $145M 2.12% -4,043 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: 450,931 shares; 2024Q4: 453,852 shares; 2025Q1: 443,665 shares; 2025Q2: 435,449 shares; 2025Q3: 436,609 shares; 2025Q4: 429,476 shares 429,476 $134M 1.96% -7,133 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: 283,316 shares; 2024Q4: 279,442 shares; 2025Q1: 274,679 shares; 2025Q2: 271,667 shares; 2025Q3: 268,325 shares; 2025Q4: 266,447 shares 266,447 $134M 1.96% -1,878 Timeline VIK VIKING HOLDINGS LTD More: the full row for VIKING HOLDINGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,221,832 shares; 2025Q1: 1,583,420 shares; 2025Q2: 1,678,470 shares; 2025Q3: 1,681,006 shares; 2025Q4: 1,657,751 shares 1,657,751 $118M 1.73% -23,255 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 115,662 shares; 2025Q1: 112,475 shares; 2025Q2: 110,130 shares; 2025Q3: 109,536 shares; 2025Q4: 108,567 shares 108,567 $116M 1.7% -969 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,130,531 shares; 2024Q4: 1,134,076 shares; 2025Q1: 1,091,046 shares; 2025Q2: 1,072,367 shares; 2025Q3: 1,050,411 shares; 2025Q4: 1,033,859 shares 1,033,859 $91.1M 1.33% -16,552 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: 4,161 shares; 2024Q4: 4,161 shares; 2025Q1: 992,794 shares; 2025Q2: 1,074,811 shares; 2025Q3: 1,109,748 shares; 2025Q4: 1,087,599 shares 1,087,599 $88.9M 1.3% -22,149 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: 115,799 shares; 2024Q4: 114,472 shares; 2025Q1: 113,206 shares; 2025Q2: 103,881 shares; 2025Q3: 101,742 shares; 2025Q4: 101,236 shares 101,236 $87.3M 1.28% -506 Timeline BLDR BUILDERS FIRSTSOURCE INC More: the full row for BUILDERS FIRSTSOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 836,985 shares; 2024Q4: 845,326 shares; 2025Q1: 881,000 shares; 2025Q2: 873,956 shares; 2025Q3: 870,088 shares; 2025Q4: 819,418 shares 819,418 $84.3M 1.24% -50,670 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: 120,212 shares; 2024Q4: 120,911 shares; 2025Q1: 115,423 shares; 2025Q2: 115,526 shares; 2025Q3: 115,895 shares; 2025Q4: 116,548 shares 116,548 $79.5M 1.16% +653 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 233,630 shares; 2024Q4: 232,786 shares; 2025Q1: 215,113 shares; 2025Q2: 205,097 shares; 2025Q3: 207,026 shares; 2025Q4: 210,633 shares 210,633 $73.7M 1.08% +3,607 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: 56,078 shares; 2024Q4: 58,502 shares; 2025Q1: 61,331 shares; 2025Q2: 68,311 shares; 2025Q3: 84,377 shares; 2025Q4: 108,649 shares 108,649 $68.1M 1% +24,272 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: 17,828 shares; 2024Q4: 17,601 shares; 2025Q1: 234,529 shares; 2025Q2: 269,108 shares; 2025Q3: 311,744 shares; 2025Q4: 277,253 shares 277,253 $63.1M 0.93% -34,491 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 448,770 shares; 2024Q4: 453,370 shares; 2025Q1: 437,197 shares; 2025Q2: 405,552 shares; 2025Q3: 396,800 shares; 2025Q4: 357,516 shares 357,516 $62.8M 0.92% -39,284 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 536,117 shares; 2024Q4: 524,066 shares; 2025Q1: 509,811 shares; 2025Q2: 501,474 shares; 2025Q3: 501,141 shares; 2025Q4: 457,544 shares 457,544 $62.3M 0.91% -43,597 Timeline SN SHARKNINJA INC More: the full row for SHARKNINJA 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: 537,662 shares 537,662 $60.2M 0.88% new Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,034,520 shares; 2024Q4: 1,033,109 shares; 2025Q1: 487,487 shares; 2025Q2: 1,666,373 shares; 2025Q3: 2,391,286 shares; 2025Q4: 2,938,357 shares 2,938,357 $59.4M 0.87% +547,071 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: 617,454 shares; 2024Q4: 622,024 shares; 2025Q1: 618,209 shares; 2025Q2: 639,255 shares; 2025Q3: 629,372 shares; 2025Q4: 552,254 shares 552,254 $58M 0.85% -77,118 Timeline CROX CROCS INC More: the full row for CROCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 678,379 shares; 2024Q4: 739,109 shares; 2025Q1: 795,880 shares; 2025Q2: 794,224 shares; 2025Q3: 736,229 shares; 2025Q4: 638,274 shares 638,274 $54.6M 0.8% -97,955 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 412,357 shares; 2024Q4: 430,068 shares; 2025Q1: 423,582 shares; 2025Q2: 432,145 shares; 2025Q3: 403,504 shares; 2025Q4: 395,015 shares 395,015 $53.9M 0.79% -8,489 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,616 shares; 2024Q4: 68,251 shares; 2025Q1: 67,064 shares; 2025Q2: 66,429 shares; 2025Q3: 66,594 shares; 2025Q4: 78,610 shares 78,610 $53.8M 0.79% +12,016 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 653,360 shares; 2024Q4: 648,598 shares; 2025Q1: 631,220 shares; 2025Q2: 635,955 shares; 2025Q3: 619,495 shares; 2025Q4: 625,719 shares 625,719 $50.8M 0.74% +6,224 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23,137 shares; 2025Q4: 23,609 shares 23,609 $47.6M 0.7% +472 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 875,809 shares; 2024Q4: 877,000 shares; 2025Q1: 857,893 shares; 2025Q2: 354,882 shares; 2025Q3: 338,394 shares; 2025Q4: 306,077 shares 306,077 $47M 0.69% -32,317 Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 191,583 shares; 2024Q4: 271,973 shares; 2025Q1: 288,710 shares; 2025Q2: 298,913 shares; 2025Q3: 297,872 shares; 2025Q4: 289,661 shares 289,661 $41.8M 0.61% -8,211 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: 37,266 shares; 2024Q4: 37,199 shares; 2025Q1: 36,546 shares; 2025Q2: 35,947 shares; 2025Q3: 34,343 shares; 2025Q4: 34,846 shares 34,846 $37.4M 0.55% +503 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,000 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 341,851 shares; 2025Q3: 614,328 shares; 2025Q4: 709,587 shares 709,587 $35.9M 0.53% +95,259 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 347,677 shares; 2024Q4: 344,650 shares; 2025Q1: 332,723 shares; 2025Q2: 309,817 shares; 2025Q3: 145,535 shares; 2025Q4: 108,010 shares 108,010 $35.7M 0.52% -37,525 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: 390,598 shares; 2024Q4: 383,099 shares; 2025Q1: 374,566 shares; 2025Q2: 363,546 shares; 2025Q3: 150,337 shares; 2025Q4: 132,792 shares 132,792 $35.6M 0.52% -17,545 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: 195,098 shares; 2024Q4: 190,344 shares; 2025Q1: 172,884 shares; 2025Q2: 165,977 shares; 2025Q3: 163,628 shares; 2025Q4: 156,319 shares 156,319 $32.4M 0.47% -7,309 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: 105,878 shares; 2024Q4: 106,061 shares; 2025Q1: 103,707 shares; 2025Q2: 101,837 shares; 2025Q3: 100,023 shares; 2025Q4: 98,818 shares 98,818 $32M 0.47% -1,205 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,635 shares; 2024Q4: 82,935 shares; 2025Q1: 61,210 shares; 2025Q2: 108,435 shares; 2025Q3: 251,757 shares; 2025Q4: 353,898 shares 353,898 $30.2M 0.44% +102,141 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: 79,618 shares; 2024Q4: 79,208 shares; 2025Q1: 76,663 shares; 2025Q2: 75,873 shares; 2025Q3: 75,393 shares; 2025Q4: 73,834 shares 73,834 $29.3M 0.43% -1,559 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,527 shares; 2024Q4: 56,181 shares; 2025Q1: 57,347 shares; 2025Q2: 58,225 shares; 2025Q3: 58,381 shares; 2025Q4: 61,676 shares 61,676 $29.2M 0.43% +3,295 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,817 shares; 2024Q4: 85,673 shares; 2025Q1: 84,420 shares; 2025Q2: 104,017 shares; 2025Q3: 299,421 shares; 2025Q4: 383,246 shares 383,246 $28.2M 0.41% +83,825 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: 348,021 shares; 2024Q4: 202,193 shares; 2025Q1: 172,259 shares; 2025Q2: 164,254 shares; 2025Q3: 144,988 shares; 2025Q4: 153,950 shares 153,950 $23.5M 0.34% +8,962 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: 88,185 shares; 2024Q4: 87,506 shares; 2025Q1: 86,827 shares; 2025Q2: 86,106 shares; 2025Q3: 85,370 shares; 2025Q4: 83,900 shares 83,900 $19.2M 0.28% -1,470 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 190,633 shares; 2024Q4: 184,528 shares; 2025Q1: 178,823 shares; 2025Q2: 177,847 shares; 2025Q3: 174,207 shares; 2025Q4: 180,501 shares 180,501 $17.3M 0.25% +6,294 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: 53,328 shares; 2024Q4: 49,717 shares; 2025Q1: 44,971 shares; 2025Q2: 42,000 shares; 2025Q3: 41,427 shares; 2025Q4: 38,871 shares 38,871 $17.3M 0.25% -2,556 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: 53,043 shares; 2024Q4: 54,783 shares; 2025Q1: 52,203 shares; 2025Q2: 59,410 shares; 2025Q3: 58,791 shares; 2025Q4: 57,605 shares 57,605 $17.1M 0.25% -1,186 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 175,354 shares; 2024Q4: 175,371 shares; 2025Q1: 174,460 shares; 2025Q2: 173,403 shares; 2025Q3: 169,728 shares; 2025Q4: 169,676 shares 169,676 $17M 0.25% -52 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: 35,867 shares; 2024Q4: 25,680 shares; 2025Q1: 26,514 shares; 2025Q2: 29,945 shares; 2025Q3: 30,286 shares; 2025Q4: 36,436 shares 36,436 $16.4M 0.24% +6,150 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: 60,935 shares; 2024Q4: 60,327 shares; 2025Q1: 59,175 shares; 2025Q2: 55,960 shares; 2025Q3: 55,078 shares; 2025Q4: 55,003 shares 55,003 $14.1M 0.21% -75 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: 210,051 shares; 2024Q4: 206,755 shares; 2025Q1: 189,670 shares; 2025Q2: 175,887 shares; 2025Q3: 178,648 shares; 2025Q4: 182,310 shares 182,310 $14M 0.21% +3,662 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: 149,035 shares; 2024Q4: 150,523 shares; 2025Q1: 147,252 shares; 2025Q2: 163,661 shares; 2025Q3: 167,619 shares; 2025Q4: 172,668 shares 172,668 $13.9M 0.2% +5,049 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: 206,455 shares; 2024Q4: 210,486 shares; 2025Q1: 203,977 shares; 2025Q2: 206,527 shares; 2025Q3: 210,085 shares; 2025Q4: 218,960 shares 218,960 $13.7M 0.2% +8,875 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: 115,026 shares; 2024Q4: 112,483 shares; 2025Q1: 101,590 shares; 2025Q2: 100,810 shares; 2025Q3: 97,140 shares; 2025Q4: 92,303 shares 92,303 $13.2M 0.19% -4,837 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: 785,229 shares; 2024Q4: 777,664 shares; 2025Q1: 147,339 shares; 2025Q2: 122,699 shares; 2025Q3: 103,216 shares; 2025Q4: 97,909 shares 97,909 $12.3M 0.18% -5,307 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: 38,308 shares; 2024Q4: 37,699 shares; 2025Q1: 36,798 shares; 2025Q2: 35,516 shares; 2025Q3: 35,375 shares; 2025Q4: 34,956 shares 34,956 $12.3M 0.18% -419 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: 64,946 shares; 2024Q4: 64,461 shares; 2025Q1: 62,774 shares; 2025Q2: 61,712 shares; 2025Q3: 61,618 shares; 2025Q4: 61,329 shares 61,329 $12M 0.18% -289 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: 69,433 shares; 2024Q4: 69,252 shares; 2025Q1: 67,877 shares; 2025Q2: 67,642 shares; 2025Q3: 67,878 shares; 2025Q4: 64,302 shares 64,302 $11.8M 0.17% -3,576 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: 315,167 shares; 2024Q4: 270,267 shares; 2025Q1: 46,398 shares; 2025Q2: 42,608 shares; 2025Q3: 40,724 shares; 2025Q4: 38,009 shares 38,009 $11.6M 0.17% -2,715 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,938 shares; 2024Q4: 19,668 shares; 2025Q1: 16,466 shares; 2025Q2: 16,122 shares; 2025Q3: 14,199 shares; 2025Q4: 14,137 shares 14,137 $11.6M 0.17% -62 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,820 shares; 2024Q4: 44,197 shares; 2025Q1: 44,024 shares; 2025Q2: 33,238 shares; 2025Q3: 32,945 shares; 2025Q4: 32,508 shares 32,508 $11.3M 0.16% -437 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: 32,355 shares; 2024Q4: 32,304 shares; 2025Q1: 32,352 shares; 2025Q2: 32,201 shares; 2025Q3: 32,129 shares; 2025Q4: 30,129 shares 30,129 $10.6M 0.16% -2,000 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: 176,793 shares; 2024Q4: 170,353 shares; 2025Q1: 158,854 shares; 2025Q2: 158,814 shares; 2025Q3: 158,814 shares; 2025Q4: 152,310 shares 152,310 $10.1M 0.15% -6,504 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,489 shares; 2024Q4: 58,884 shares; 2025Q1: 57,469 shares; 2025Q2: 59,317 shares; 2025Q3: 55,790 shares; 2025Q4: 51,505 shares 51,505 $9.87M 0.14% -4,285 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: 104,700 shares; 2024Q4: 104,071 shares; 2025Q1: 101,023 shares; 2025Q2: 95,958 shares; 2025Q3: 94,545 shares; 2025Q4: 93,100 shares 93,100 $9.8M 0.14% -1,445 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: 88,689 shares; 2024Q4: 87,594 shares; 2025Q1: 85,314 shares; 2025Q2: 84,629 shares; 2025Q3: 83,648 shares; 2025Q4: 81,349 shares 81,349 $9.79M 0.14% -2,299 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: 76,681 shares; 2024Q4: 76,161 shares; 2025Q1: 74,006 shares; 2025Q2: 71,999 shares; 2025Q3: 69,022 shares; 2025Q4: 67,199 shares 67,199 $9.63M 0.14% -1,823 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: 38,330 shares; 2024Q4: 38,332 shares; 2025Q1: 37,587 shares; 2025Q2: 36,449 shares; 2025Q3: 36,026 shares; 2025Q4: 39,079 shares 39,079 $9.62M 0.14% +3,053 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: 168,297 shares; 2024Q4: 145,775 shares; 2025Q1: 144,798 shares; 2025Q2: 143,676 shares; 2025Q3: 137,579 shares; 2025Q4: 134,856 shares 134,856 $9.43M 0.14% -2,723 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,578 shares; 2024Q4: 16,633 shares; 2025Q1: 15,839 shares; 2025Q2: 15,834 shares; 2025Q3: 15,684 shares; 2025Q4: 15,560 shares 15,560 $9.39M 0.14% -124 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: 42,073 shares; 2024Q4: 40,806 shares; 2025Q1: 39,269 shares; 2025Q2: 39,222 shares; 2025Q3: 34,752 shares; 2025Q4: 63,628 shares 63,628 $9.16M 0.13% +28,876 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: 84,557 shares; 2024Q4: 83,586 shares; 2025Q1: 80,387 shares; 2025Q2: 80,397 shares; 2025Q3: 79,681 shares; 2025Q4: 79,320 shares 79,320 $8.84M 0.13% -361 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13 shares; 2024Q4: 12 shares; 2025Q1: 11 shares; 2025Q2: 11 shares; 2025Q3: 12 shares; 2025Q4: 11 shares 11 $8.3M 0.12% -1 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: 64,773 shares; 2024Q4: 62,509 shares; 2025Q1: 61,980 shares; 2025Q2: 61,745 shares; 2025Q3: 61,473 shares; 2025Q4: 61,317 shares 61,317 $8.29M 0.12% -156 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,540 shares; 2024Q4: 36,540 shares; 2025Q1: 36,540 shares; 2025Q2: 36,540 shares; 2025Q3: 36,040 shares; 2025Q4: 35,840 shares 35,840 $8.17M 0.12% -200 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: 34,770 shares; 2024Q4: 34,547 shares; 2025Q1: 34,475 shares; 2025Q2: 32,995 shares; 2025Q3: 32,755 shares; 2025Q4: 32,250 shares 32,250 $7.78M 0.11% -505 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: 100,873 shares; 2024Q4: 105,355 shares; 2025Q1: 100,257 shares; 2025Q2: 94,402 shares; 2025Q3: 130,389 shares; 2025Q4: 142,085 shares 142,085 $7.64M 0.11% +11,696 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: 53,746 shares; 2024Q4: 52,508 shares; 2025Q1: 49,564 shares; 2025Q2: 48,169 shares; 2025Q3: 46,844 shares; 2025Q4: 42,906 shares 42,906 $7.44M 0.11% -3,938 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: 61,530 shares; 2024Q4: 144,671 shares; 2025Q1: 60,947 shares; 2025Q2: 59,447 shares; 2025Q3: 46,795 shares; 2025Q4: 46,725 shares 46,725 $7.23M 0.11% -70 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112,053 shares; 2024Q4: 132,053 shares; 2025Q1: 132,053 shares; 2025Q2: 132,053 shares; 2025Q3: 132,053 shares; 2025Q4: 132,053 shares 132,053 $7.05M 0.1% 0 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: 218,193 shares; 2024Q4: 218,193 shares; 2025Q1: 217,193 shares; 2025Q2: 216,493 shares; 2025Q3: 216,493 shares; 2025Q4: 216,493 shares 216,493 $6.94M 0.1% 0 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,022 shares; 2024Q4: 58,760 shares; 2025Q1: 55,010 shares; 2025Q2: 55,010 shares; 2025Q3: 55,010 shares; 2025Q4: 54,595 shares 54,595 $6.73M 0.1% -415 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,626 shares; 2024Q4: 39,626 shares; 2025Q1: 37,626 shares; 2025Q2: 36,273 shares; 2025Q3: 36,268 shares; 2025Q4: 36,200 shares 36,200 $6.72M 0.1% -68 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: 27,020 shares; 2024Q4: 27,270 shares; 2025Q1: 26,057 shares; 2025Q2: 25,982 shares; 2025Q3: 25,396 shares; 2025Q4: 24,899 shares 24,899 $6.6M 0.1% -497 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: 18,208 shares; 2024Q4: 18,244 shares; 2025Q1: 18,244 shares; 2025Q2: 18,244 shares; 2025Q3: 18,244 shares; 2025Q4: 18,703 shares 18,703 $6.27M 0.09% +459 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,359 shares; 2024Q4: 55,887 shares; 2025Q1: 55,769 shares; 2025Q2: 24,262 shares; 2025Q3: 23,992 shares; 2025Q4: 23,961 shares 23,961 $6.16M 0.09% -31 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,500 shares; 2024Q4: 17,046 shares; 2025Q1: 18,046 shares; 2025Q2: 15,358 shares; 2025Q3: 29,841 shares; 2025Q4: 122,252 shares 122,252 $6.07M 0.09% +92,411 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,181 shares; 2024Q4: 6,995 shares; 2025Q1: 19,882 shares; 2025Q2: 37,939 shares; 2025Q3: 80,747 shares; 2025Q4: 72,104 shares 72,104 $6.03M 0.09% -8,643 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: 38,186 shares; 2024Q4: 38,186 shares; 2025Q1: 35,361 shares; 2025Q2: 33,351 shares; 2025Q3: 33,351 shares; 2025Q4: 33,351 shares 33,351 $5.93M 0.09% 0 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,833 shares; 2024Q4: 24,604 shares; 2025Q1: 24,591 shares; 2025Q2: 24,541 shares; 2025Q3: 24,013 shares; 2025Q4: 22,723 shares 22,723 $5.86M 0.09% -1,290 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: 19,923 shares; 2024Q4: 19,445 shares; 2025Q1: 18,738 shares; 2025Q2: 18,535 shares; 2025Q3: 17,962 shares; 2025Q4: 17,906 shares 17,906 $5.86M 0.09% -56 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: 21,041 shares; 2024Q4: 21,328 shares; 2025Q1: 21,224 shares; 2025Q2: 21,179 shares; 2025Q3: 21,179 shares; 2025Q4: 20,811 shares 20,811 $5.46M 0.08% -368 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: 10,135 shares; 2024Q4: 10,470 shares; 2025Q1: 11,037 shares; 2025Q2: 10,237 shares; 2025Q3: 10,159 shares; 2025Q4: 8,769 shares 8,769 $5.39M 0.08% -1,390 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: 27,050 shares; 2024Q4: 25,297 shares; 2025Q1: 21,931 shares; 2025Q2: 21,631 shares; 2025Q3: 21,458 shares; 2025Q4: 21,447 shares 21,447 $5.28M 0.08% -11 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,516 shares; 2024Q4: 15,642 shares; 2025Q1: 15,582 shares; 2025Q2: 15,552 shares; 2025Q3: 15,680 shares; 2025Q4: 14,110 shares 14,110 $5.27M 0.08% -1,570 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: 13,688 shares; 2024Q4: 14,031 shares; 2025Q1: 13,827 shares; 2025Q2: 13,592 shares; 2025Q3: 14,141 shares; 2025Q4: 13,881 shares 13,881 $5.14M 0.08% -260 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: 9,973 shares; 2024Q4: 10,167 shares; 2025Q1: 9,484 shares; 2025Q2: 9,724 shares; 2025Q3: 9,733 shares; 2025Q4: 8,956 shares 8,956 $5.13M 0.08% -777 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,028 shares; 2024Q4: 24,963 shares; 2025Q1: 24,250 shares; 2025Q2: 22,991 shares; 2025Q3: 22,069 shares; 2025Q4: 22,087 shares 22,087 $5.06M 0.07% +18 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,500 shares; 2024Q4: 41,500 shares; 2025Q1: 33,500 shares; 2025Q2: 28,330 shares; 2025Q3: 25,580 shares; 2025Q4: 25,580 shares 25,580 $5.04M 0.07% 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: 10,802 shares; 2024Q4: 10,802 shares; 2025Q1: 10,802 shares; 2025Q2: 10,450 shares; 2025Q3: 10,212 shares; 2025Q4: 10,202 shares 10,202 $4.98M 0.07% -10 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: 27,853 shares; 2024Q4: 27,073 shares; 2025Q1: 21,875 shares; 2025Q2: 20,920 shares; 2025Q3: 20,602 shares; 2025Q4: 19,803 shares 19,803 $4.58M 0.07% -799 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: 5,246 shares; 2024Q4: 5,246 shares; 2025Q1: 5,168 shares; 2025Q2: 5,101 shares; 2025Q3: 5,226 shares; 2025Q4: 5,197 shares 5,197 $4.57M 0.07% -29 Timeline VV 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: 15,147 shares; 2024Q4: 14,607 shares; 2025Q1: 14,607 shares; 2025Q2: 14,507 shares; 2025Q3: 14,162 shares; 2025Q4: 14,100 shares 14,100 $4.44M 0.07% -62 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: 44,423 shares; 2024Q4: 43,165 shares; 2025Q1: 41,469 shares; 2025Q2: 37,720 shares; 2025Q3: 38,285 shares; 2025Q4: 37,560 shares 37,560 $4.27M 0.06% -725 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: 24,942 shares; 2024Q4: 24,943 shares; 2025Q1: 24,797 shares; 2025Q2: 24,741 shares; 2025Q3: 25,852 shares; 2025Q4: 25,927 shares 25,927 $4.16M 0.06% +75 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: 7,147 shares; 2024Q4: 7,226 shares; 2025Q1: 6,882 shares; 2025Q2: 6,519 shares; 2025Q3: 6,299 shares; 2025Q4: 6,299 shares 6,299 $4.16M 0.06% 0 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: 2,045 shares; 2024Q4: not reported; 2025Q1: 2,045 shares; 2025Q2: 2,045 shares; 2025Q3: 39,734 shares; 2025Q4: 40,936 shares 40,936 $4.09M 0.06% +1,202 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: 36,466 shares; 2024Q4: 36,466 shares; 2025Q1: 35,635 shares; 2025Q2: 30,920 shares; 2025Q3: 30,905 shares; 2025Q4: 30,701 shares 30,701 $4.07M 0.06% -204 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,802 shares; 2024Q4: 37,846 shares; 2025Q1: 36,625 shares; 2025Q2: 36,565 shares; 2025Q3: 36,665 shares; 2025Q4: 33,492 shares 33,492 $4.03M 0.06% -3,173 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: 74,561 shares; 2024Q4: 73,036 shares; 2025Q1: 72,036 shares; 2025Q2: 72,661 shares; 2025Q3: 72,121 shares; 2025Q4: 73,196 shares 73,196 $4.01M 0.06% +1,075 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,111 shares; 2025Q2: 10,067 shares; 2025Q3: 14,128 shares; 2025Q4: 48,082 shares 48,082 $3.97M 0.06% +33,954 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: 15,711 shares; 2024Q4: 14,731 shares; 2025Q1: 14,356 shares; 2025Q2: 14,147 shares; 2025Q3: 13,564 shares; 2025Q4: 13,564 shares 13,564 $3.94M 0.06% 0 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,827 shares; 2024Q4: 2,827 shares; 2025Q1: 2,827 shares; 2025Q2: 42,405 shares; 2025Q3: 42,120 shares; 2025Q4: 41,120 shares 41,120 $3.75M 0.05% -1,000 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,204 shares; 2024Q4: 36,995 shares; 2025Q1: 36,826 shares; 2025Q2: 37,075 shares; 2025Q3: 38,475 shares; 2025Q4: 38,475 shares 38,475 $3.59M 0.05% 0 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,550 shares; 2024Q4: 17,362 shares; 2025Q1: 16,837 shares; 2025Q2: 16,837 shares; 2025Q3: 16,665 shares; 2025Q4: 16,662 shares 16,662 $3.53M 0.05% -3 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: 4,495 shares; 2024Q4: 4,495 shares; 2025Q1: 4,482 shares; 2025Q2: 4,407 shares; 2025Q3: 4,407 shares; 2025Q4: 36,561 shares 36,561 $3.43M 0.05% +32,154 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: 19,436 shares; 2024Q4: 19,286 shares; 2025Q1: 18,055 shares; 2025Q2: 18,040 shares; 2025Q3: 17,393 shares; 2025Q4: 17,333 shares 17,333 $3.38M 0.05% -60 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,955 shares; 2024Q4: 5,951 shares; 2025Q1: 5,944 shares; 2025Q2: 5,444 shares; 2025Q3: 5,024 shares; 2025Q4: 4,974 shares 4,974 $3.37M 0.05% -50 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: 42,550 shares; 2024Q4: 38,550 shares; 2025Q1: 38,300 shares; 2025Q2: 38,150 shares; 2025Q3: 33,450 shares; 2025Q4: 31,950 shares 31,950 $3.32M 0.05% -1,500 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: 10,430 shares; 2024Q4: 10,436 shares; 2025Q1: 10,641 shares; 2025Q2: 10,633 shares; 2025Q3: 10,490 shares; 2025Q4: 10,310 shares 10,310 $3.18M 0.05% -180 Timeline CSR CENTERSPACE More: the full row for CENTERSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,771 shares; 2024Q4: 46,771 shares; 2025Q1: 46,771 shares; 2025Q2: 46,771 shares; 2025Q3: 46,771 shares; 2025Q4: 46,534 shares 46,534 $3.1M 0.05% -237 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: 10,905 shares; 2024Q4: 10,914 shares; 2025Q1: 10,914 shares; 2025Q2: 10,164 shares; 2025Q3: 10,547 shares; 2025Q4: 10,547 shares 10,547 $3.06M 0.04% 0 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,524 shares; 2024Q4: 2,459 shares; 2025Q1: 2,421 shares; 2025Q2: 2,194 shares; 2025Q3: 2,194 shares; 2025Q4: 2,190 shares 2,190 $3.05M 0.04% -4 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: 22,310 shares; 2024Q4: 22,299 shares; 2025Q1: 21,804 shares; 2025Q2: 18,273 shares; 2025Q3: 18,273 shares; 2025Q4: 17,677 shares 17,677 $3.02M 0.04% -596 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: 12,082 shares; 2024Q4: 11,752 shares; 2025Q1: 11,200 shares; 2025Q2: 11,200 shares; 2025Q3: 11,100 shares; 2025Q4: 24,996 shares 24,996 $2.98M 0.04% +13,896 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,225 shares; 2024Q4: 32,197 shares; 2025Q1: 32,197 shares; 2025Q2: 32,195 shares; 2025Q3: 30,614 shares; 2025Q4: 30,489 shares 30,489 $2.94M 0.04% -125 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: 39,174 shares; 2024Q4: 39,174 shares; 2025Q1: 37,481 shares; 2025Q2: 26,606 shares; 2025Q3: 26,556 shares; 2025Q4: 26,556 shares 26,556 $2.93M 0.04% 0 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: 25,567 shares; 2024Q4: 24,983 shares; 2025Q1: 24,836 shares; 2025Q2: 24,810 shares; 2025Q3: 24,197 shares; 2025Q4: 24,587 shares 24,587 $2.88M 0.04% +390 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,782 shares; 2024Q4: 44,947 shares; 2025Q1: 39,985 shares; 2025Q2: 33,948 shares; 2025Q3: 33,790 shares; 2025Q4: 33,666 shares 33,666 $2.82M 0.04% -124 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,811 shares; 2024Q4: 17,601 shares; 2025Q1: 17,481 shares; 2025Q2: 17,481 shares; 2025Q3: 17,481 shares; 2025Q4: 17,312 shares 17,312 $2.8M 0.04% -169 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,918 shares; 2024Q4: 86,838 shares; 2025Q1: 73,709 shares; 2025Q2: 49,024 shares; 2025Q3: 51,314 shares; 2025Q4: 50,459 shares 50,459 $2.78M 0.04% -855 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119,398 shares; 2024Q4: 85,579 shares; 2025Q1: 63,278 shares; 2025Q2: 45,416 shares; 2025Q3: 44,944 shares; 2025Q4: 42,399 shares 42,399 $2.7M 0.04% -2,545 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,243 shares; 2024Q4: 12,387 shares; 2025Q1: 12,387 shares; 2025Q2: 12,387 shares; 2025Q3: 12,293 shares; 2025Q4: 12,277 shares 12,277 $2.7M 0.04% -16 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: 173,383 shares; 2024Q4: 143,736 shares; 2025Q1: 134,003 shares; 2025Q2: 119,102 shares; 2025Q3: 102,699 shares; 2025Q4: 107,037 shares 107,037 $2.67M 0.04% +4,338 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: 54,335 shares; 2024Q4: 53,335 shares; 2025Q1: 52,985 shares; 2025Q2: 52,883 shares; 2025Q3: 53,790 shares; 2025Q4: 49,043 shares 49,043 $2.59M 0.04% -4,747 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: 2,753 shares; 2024Q4: 2,753 shares; 2025Q1: 2,578 shares; 2025Q2: 3,013 shares; 2025Q3: 2,946 shares; 2025Q4: 2,941 shares 2,941 $2.59M 0.04% -5 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: 11,043 shares; 2024Q4: 9,648 shares; 2025Q1: 9,708 shares; 2025Q2: 9,842 shares; 2025Q3: 11,742 shares; 2025Q4: 11,542 shares 11,542 $2.51M 0.04% -200 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: 26,861 shares; 2024Q4: 26,451 shares; 2025Q1: 25,521 shares; 2025Q2: 27,079 shares; 2025Q3: 25,794 shares; 2025Q4: 25,784 shares 25,784 $2.48M 0.04% -10 Timeline AAXJ 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: 26,442 shares; 2024Q4: 26,442 shares; 2025Q1: 26,454 shares; 2025Q2: 26,160 shares; 2025Q3: 25,985 shares; 2025Q4: 25,985 shares 25,985 $2.42M 0.04% 0 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,200 shares; 2024Q4: 3,175 shares; 2025Q1: 3,175 shares; 2025Q2: 3,175 shares; 2025Q3: 3,175 shares; 2025Q4: 3,175 shares 3,175 $2.39M 0.04% 0 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO 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: 36,155 shares 36,155 $2.37M 0.03% new 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: 27,305 shares; 2024Q4: 25,098 shares; 2025Q1: 22,848 shares; 2025Q2: 22,741 shares; 2025Q3: 22,596 shares; 2025Q4: 19,510 shares 19,510 $2.3M 0.03% -3,086 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: 2,868 shares; 2024Q4: 2,869 shares; 2025Q1: 2,899 shares; 2025Q2: 3,567 shares; 2025Q3: 3,446 shares; 2025Q4: 3,446 shares 3,446 $2.25M 0.03% 0 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,595 shares; 2024Q4: 12,287 shares; 2025Q1: 12,233 shares; 2025Q2: 11,983 shares; 2025Q3: 11,514 shares; 2025Q4: 10,616 shares 10,616 $2.23M 0.03% -898 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: 27,472 shares; 2024Q4: 27,468 shares; 2025Q1: 27,064 shares; 2025Q2: 27,113 shares; 2025Q3: 25,441 shares; 2025Q4: 25,441 shares 25,441 $2.22M 0.03% 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: 4,355 shares; 2024Q4: 4,375 shares; 2025Q1: 4,372 shares; 2025Q2: 4,658 shares; 2025Q3: 4,595 shares; 2025Q4: 4,558 shares 4,558 $2.2M 0.03% -37 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: 18,032 shares; 2024Q4: 17,132 shares; 2025Q1: 16,582 shares; 2025Q2: 16,502 shares; 2025Q3: 16,527 shares; 2025Q4: 14,192 shares 14,192 $2.2M 0.03% -2,335 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: 36,138 shares; 2024Q4: 34,203 shares; 2025Q1: 33,750 shares; 2025Q2: 26,098 shares; 2025Q3: 25,226 shares; 2025Q4: 24,566 shares 24,566 $2.07M 0.03% -660 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,958 shares; 2024Q4: 36,958 shares; 2025Q1: 37,058 shares; 2025Q2: 37,058 shares; 2025Q3: 42,058 shares; 2025Q4: 32,058 shares 32,058 $2.07M 0.03% -10,000 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: 28,348 shares; 2024Q4: 28,248 shares; 2025Q1: 26,913 shares; 2025Q2: 25,723 shares; 2025Q3: 26,147 shares; 2025Q4: 26,134 shares 26,134 $2.07M 0.03% -13 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: 14,488 shares; 2024Q4: 14,488 shares; 2025Q1: 14,488 shares; 2025Q2: 14,488 shares; 2025Q3: 14,488 shares; 2025Q4: 14,487 shares 14,487 $2.04M 0.03% -1 Timeline OEF 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: 6,030 shares; 2024Q4: 6,020 shares; 2025Q1: 6,000 shares; 2025Q2: 5,970 shares; 2025Q3: 5,920 shares; 2025Q4: 5,870 shares 5,870 $2.01M 0.03% -50 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,052 shares; 2024Q4: 13,939 shares; 2025Q1: 13,439 shares; 2025Q2: 13,439 shares; 2025Q3: 13,439 shares; 2025Q4: 13,269 shares 13,269 $2.01M 0.03% -170 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,770 shares; 2024Q4: 13,770 shares; 2025Q1: 13,295 shares; 2025Q2: 13,245 shares; 2025Q3: 12,620 shares; 2025Q4: 12,195 shares 12,195 $1.95M 0.03% -425 Timeline SUSA 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: 13,512 shares; 2024Q4: 13,512 shares; 2025Q1: 13,512 shares; 2025Q2: 13,512 shares; 2025Q3: 13,512 shares; 2025Q4: 13,512 shares 13,512 $1.88M 0.03% 0 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,369 shares; 2024Q4: 29,462 shares; 2025Q1: 29,462 shares; 2025Q2: 26,832 shares; 2025Q3: 26,332 shares; 2025Q4: 39,497 shares 39,497 $1.81M 0.03% +13,165 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,168 shares; 2024Q4: 7,168 shares; 2025Q1: 7,168 shares; 2025Q2: 6,132 shares; 2025Q3: 6,132 shares; 2025Q4: 5,725 shares 5,725 $1.78M 0.03% -407 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,392 shares; 2024Q4: 11,737 shares; 2025Q1: 11,732 shares; 2025Q2: 12,399 shares; 2025Q3: 12,399 shares; 2025Q4: 12,549 shares 12,549 $1.77M 0.03% +150 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: 23,866 shares; 2024Q4: 23,866 shares; 2025Q1: 22,771 shares; 2025Q2: 22,771 shares; 2025Q3: 22,771 shares; 2025Q4: 22,771 shares 22,771 $1.77M 0.03% 0 Timeline HDV 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: 13,571 shares; 2024Q4: 13,339 shares; 2025Q1: 13,094 shares; 2025Q2: 16,322 shares; 2025Q3: 14,764 shares; 2025Q4: 14,537 shares 14,537 $1.77M 0.03% -227 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: 30,056 shares; 2024Q4: 30,079 shares; 2025Q1: 21,845 shares; 2025Q2: 21,765 shares; 2025Q3: 20,383 shares; 2025Q4: 19,611 shares 19,611 $1.75M 0.03% -772 Timeline AYI ACUITY INC More: the full row for ACUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,867 shares; 2024Q4: 5,362 shares; 2025Q1: 5,362 shares; 2025Q2: 4,865 shares; 2025Q3: 4,865 shares; 2025Q4: 4,865 shares 4,865 $1.75M 0.03% 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: 14,115 shares; 2024Q4: 14,055 shares; 2025Q1: 13,485 shares; 2025Q2: 11,909 shares; 2025Q3: 11,912 shares; 2025Q4: 17,615 shares 17,615 $1.72M 0.03% +5,703 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,624 shares; 2024Q4: 35,624 shares; 2025Q1: 35,624 shares; 2025Q2: 35,624 shares; 2025Q3: 35,624 shares; 2025Q4: 35,624 shares 35,624 $1.71M 0.03% 0 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,380 shares; 2024Q4: 8,532 shares; 2025Q1: 8,132 shares; 2025Q2: 8,132 shares; 2025Q3: 8,132 shares; 2025Q4: 8,132 shares 8,132 $1.7M 0.02% 0 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,267 shares; 2024Q4: 4,192 shares; 2025Q1: 4,252 shares; 2025Q2: 4,252 shares; 2025Q3: 4,142 shares; 2025Q4: 4,232 shares 4,232 $1.64M 0.02% +90 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: 3,780 shares; 2024Q4: 3,604 shares; 2025Q1: 3,279 shares; 2025Q2: 3,283 shares; 2025Q3: 3,283 shares; 2025Q4: 3,130 shares 3,130 $1.64M 0.02% -153 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,218,499 shares; 2024Q4: 1,183,548 shares; 2025Q1: 71,006 shares; 2025Q2: 46,026 shares; 2025Q3: 41,356 shares; 2025Q4: 36,221 shares 36,221 $1.63M 0.02% -5,135 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: 21,760 shares; 2024Q4: 21,760 shares; 2025Q1: 21,760 shares; 2025Q2: 21,760 shares; 2025Q3: 21,760 shares; 2025Q4: 21,760 shares 21,760 $1.6M 0.02% 0 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,153 shares; 2024Q4: 21,103 shares; 2025Q1: 21,103 shares; 2025Q2: 19,653 shares; 2025Q3: 19,713 shares; 2025Q4: 34,626 shares 34,626 $1.57M 0.02% +14,913 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: 12,624 shares; 2024Q4: 12,624 shares; 2025Q1: 12,624 shares; 2025Q2: 13,116 shares; 2025Q3: 12,034 shares; 2025Q4: 12,034 shares 12,034 $1.55M 0.02% 0 Timeline SON SONOCO PRODS CO More: the full row for SONOCO PRODS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,191 shares; 2024Q4: 41,446 shares; 2025Q1: 41,446 shares; 2025Q2: 41,446 shares; 2025Q3: 40,346 shares; 2025Q4: 35,330 shares 35,330 $1.54M 0.02% -5,016 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,105 shares; 2024Q4: 7,105 shares; 2025Q1: 7,040 shares; 2025Q2: 7,040 shares; 2025Q3: 6,990 shares; 2025Q4: 6,990 shares 6,990 $1.54M 0.02% 0 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,569 shares; 2024Q4: 8,569 shares; 2025Q1: 8,493 shares; 2025Q2: 7,837 shares; 2025Q3: 7,204 shares; 2025Q4: 7,074 shares 7,074 $1.54M 0.02% -130 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,434 shares; 2024Q4: 13,709 shares; 2025Q1: 13,709 shares; 2025Q2: 14,183 shares; 2025Q3: 14,436 shares; 2025Q4: 33,615 shares 33,615 $1.5M 0.02% +19,179 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,249 shares; 2024Q4: 8,096 shares; 2025Q1: 8,095 shares; 2025Q2: 8,095 shares; 2025Q3: 8,089 shares; 2025Q4: 8,044 shares 8,044 $1.49M 0.02% -45 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,237 shares; 2024Q4: 62,117 shares; 2025Q1: 37,226 shares; 2025Q2: 22,305 shares; 2025Q3: 16,120 shares; 2025Q4: 14,950 shares 14,950 $1.48M 0.02% -1,170 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 53,090 shares; 2025Q1: 53,090 shares; 2025Q2: 53,090 shares; 2025Q3: 53,110 shares; 2025Q4: 53,090 shares 53,090 $1.46M 0.02% -20 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: 22,793 shares; 2024Q4: 22,896 shares; 2025Q1: 22,896 shares; 2025Q2: 22,338 shares; 2025Q3: 21,488 shares; 2025Q4: 21,488 shares 21,488 $1.44M 0.02% 0 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: 13,211 shares; 2024Q4: 12,762 shares; 2025Q1: 12,910 shares; 2025Q2: 12,517 shares; 2025Q3: 12,631 shares; 2025Q4: 11,438 shares 11,438 $1.44M 0.02% -1,193 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: 8,922 shares; 2024Q4: 8,922 shares; 2025Q1: 7,874 shares; 2025Q2: 7,174 shares; 2025Q3: 6,997 shares; 2025Q4: 6,697 shares 6,697 $1.43M 0.02% -300 Timeline PRFZ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,020 shares; 2024Q4: 35,020 shares; 2025Q1: 35,020 shares; 2025Q2: 35,020 shares; 2025Q3: 31,160 shares; 2025Q4: 31,160 shares 31,160 $1.43M 0.02% 0 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,772 shares; 2024Q4: 5,772 shares; 2025Q1: 5,772 shares; 2025Q2: 5,297 shares; 2025Q3: 5,189 shares; 2025Q4: 5,177 shares 5,177 $1.4M 0.02% -12 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,327 shares; 2024Q4: 17,248 shares; 2025Q1: 17,248 shares; 2025Q2: 17,248 shares; 2025Q3: 17,322 shares; 2025Q4: 15,977 shares 15,977 $1.4M 0.02% -1,345 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,333 shares; 2024Q4: 7,333 shares; 2025Q1: 7,333 shares; 2025Q2: 7,333 shares; 2025Q3: 6,989 shares; 2025Q4: 6,989 shares 6,989 $1.36M 0.02% 0 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,948 shares; 2024Q4: 14,950 shares; 2025Q1: 14,950 shares; 2025Q2: 9,875 shares; 2025Q3: 13,600 shares; 2025Q4: 10,975 shares 10,975 $1.35M 0.02% -2,625 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,140 shares; 2024Q4: 5,140 shares; 2025Q1: 4,807 shares; 2025Q2: 4,813 shares; 2025Q3: 4,563 shares; 2025Q4: 4,563 shares 4,563 $1.34M 0.02% 0 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,591 shares; 2024Q4: 80,710 shares; 2025Q1: 69,010 shares; 2025Q2: 47,150 shares; 2025Q3: 36,109 shares; 2025Q4: 36,109 shares 36,109 $1.33M 0.02% 0 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,304 shares; 2024Q4: 6,304 shares; 2025Q1: 6,304 shares; 2025Q2: 6,304 shares; 2025Q3: 6,304 shares; 2025Q4: 6,304 shares 6,304 $1.29M 0.02% 0 Timeline ATR APTARGROUP INC More: the full row for APTARGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,877 shares; 2024Q4: 14,377 shares; 2025Q1: 12,377 shares; 2025Q2: 12,377 shares; 2025Q3: 12,377 shares; 2025Q4: 10,360 shares 10,360 $1.26M 0.02% -2,017 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: 32,321 shares; 2024Q4: 31,427 shares; 2025Q1: 30,566 shares; 2025Q2: 30,090 shares; 2025Q3: 26,412 shares; 2025Q4: 23,243 shares 23,243 $1.25M 0.02% -3,169 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: 26,785 shares; 2024Q4: 26,638 shares; 2025Q1: 24,984 shares; 2025Q2: 24,984 shares; 2025Q3: 24,984 shares; 2025Q4: 23,416 shares 23,416 $1.25M 0.02% -1,568 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: 9,892 shares; 2024Q4: 37,120 shares; 2025Q1: 37,120 shares; 2025Q2: 37,120 shares; 2025Q3: 37,120 shares; 2025Q4: 37,120 shares 37,120 $1.21M 0.02% 0 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: 29,875 shares; 2024Q4: 29,208 shares; 2025Q1: 21,655 shares; 2025Q2: 21,171 shares; 2025Q3: 21,174 shares; 2025Q4: 22,296 shares 22,296 $1.2M 0.02% +1,122 Timeline PWV 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: 17,782 shares; 2024Q4: 17,782 shares; 2025Q1: 17,782 shares; 2025Q2: 17,782 shares; 2025Q3: 17,782 shares; 2025Q4: 17,782 shares 17,782 $1.18M 0.02% 0 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,476 shares; 2024Q4: 12,476 shares; 2025Q1: 12,251 shares; 2025Q2: 8,786 shares; 2025Q3: 8,786 shares; 2025Q4: 8,786 shares 8,786 $1.16M 0.02% 0 Timeline SEI SOLARIS ENERGY INFRAS INC More: the full row for SOLARIS ENERGY INFRAS 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: 25,000 shares; 2025Q4: 25,000 shares 25,000 $1.15M 0.02% 0 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,828 shares; 2024Q4: 24,828 shares; 2025Q1: 24,579 shares; 2025Q2: 24,089 shares; 2025Q3: 23,819 shares; 2025Q4: 23,804 shares 23,804 $1.14M 0.02% -15 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,461 shares; 2024Q4: 13,620 shares; 2025Q1: 13,154 shares; 2025Q2: 12,126 shares; 2025Q3: 11,876 shares; 2025Q4: 11,828 shares 11,828 $1.11M 0.02% -48 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: 5,263 shares; 2024Q4: 5,187 shares; 2025Q1: 3,262 shares; 2025Q2: 3,262 shares; 2025Q3: 3,262 shares; 2025Q4: 3,252 shares 3,252 $1.09M 0.02% -10 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,651 shares; 2024Q4: 3,652 shares; 2025Q1: 3,751 shares; 2025Q2: 3,751 shares; 2025Q3: 3,684 shares; 2025Q4: 3,834 shares 3,834 $1.09M 0.02% +150 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: 1,431 shares; 2024Q4: 1,431 shares; 2025Q1: 1,440 shares; 2025Q2: 1,413 shares; 2025Q3: 1,386 shares; 2025Q4: 1,418 shares 1,418 $1.09M 0.02% +32 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,667 shares; 2024Q4: 41,899 shares; 2025Q1: 35,633 shares; 2025Q2: 35,949 shares; 2025Q3: 37,103 shares; 2025Q4: 34,752 shares 34,752 $1.04M 0.02% -2,351 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: 3,814 shares; 2024Q4: 3,814 shares; 2025Q1: 3,298 shares; 2025Q2: 3,247 shares; 2025Q3: 3,153 shares; 2025Q4: 3,153 shares 3,153 $1M 0.01% 0 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: 26,081 shares; 2024Q4: 19,987 shares; 2025Q1: 19,661 shares; 2025Q2: 19,661 shares; 2025Q3: 18,659 shares; 2025Q4: 18,056 shares 18,056 $988K 0.01% -603 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: 9,078 shares; 2024Q4: 9,078 shares; 2025Q1: 9,058 shares; 2025Q2: 9,008 shares; 2025Q3: 9,033 shares; 2025Q4: 8,691 shares 8,691 $975K 0.01% -342 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 197 shares; 2024Q4: 197 shares; 2025Q1: 187 shares; 2025Q2: 187 shares; 2025Q3: 182 shares; 2025Q4: 182 shares 182 $975K 0.01% 0 Timeline PRM PERIMETER SOLUTIONS INC More: the full row for PERIMETER SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 35,000 shares; 2025Q1: 35,000 shares; 2025Q2: 35,000 shares; 2025Q3: 35,000 shares; 2025Q4: 35,000 shares 35,000 $964K 0.01% 0 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: 27,893 shares; 2024Q4: 27,893 shares; 2025Q1: 26,177 shares; 2025Q2: 26,177 shares; 2025Q3: 25,270 shares; 2025Q4: 23,485 shares 23,485 $957K 0.01% -1,785 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,873 shares; 2024Q4: 1,823 shares; 2025Q1: 2,101 shares; 2025Q2: 2,128 shares; 2025Q3: 2,106 shares; 2025Q4: 2,106 shares 2,106 $955K 0.01% 0 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: 4,886 shares; 2024Q4: 4,887 shares; 2025Q1: 4,786 shares; 2025Q2: 4,746 shares; 2025Q3: 3,684 shares; 2025Q4: 3,684 shares 3,684 $953K 0.01% 0 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,307 shares; 2025Q1: 7,203 shares; 2025Q2: 7,203 shares; 2025Q3: 7,203 shares; 2025Q4: 7,203 shares 7,203 $944K 0.01% 0 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: 3,696 shares; 2024Q4: 3,696 shares; 2025Q1: 3,696 shares; 2025Q2: 3,696 shares; 2025Q3: 3,696 shares; 2025Q4: 3,696 shares 3,696 $937K 0.01% 0 Timeline GDXJ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,975 shares; 2024Q4: 8,975 shares; 2025Q1: 8,975 shares; 2025Q2: 8,975 shares; 2025Q3: 8,000 shares; 2025Q4: 8,000 shares 8,000 $910K 0.01% 0 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,305 shares; 2024Q4: 1,302 shares; 2025Q1: 1,373 shares; 2025Q2: 1,351 shares; 2025Q3: 1,191 shares; 2025Q4: 1,179 shares 1,179 $910K 0.01% -12 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,232 shares; 2024Q4: 1,232 shares; 2025Q1: 1,196 shares; 2025Q2: 1,199 shares; 2025Q3: 1,199 shares; 2025Q4: 5,855 shares 5,855 $897K 0.01% +4,656 Timeline IOT SAMSARA INC More: the full row for SAMSARA 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: 25,000 shares; 2025Q4: 25,215 shares 25,215 $894K 0.01% +215 Timeline XAR 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: 6,923 shares; 2024Q4: 6,123 shares; 2025Q1: 6,123 shares; 2025Q2: 6,123 shares; 2025Q3: 6,243 shares; 2025Q4: 3,618 shares 3,618 $873K 0.01% -2,625 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 752 shares; 2024Q4: 752 shares; 2025Q1: 742 shares; 2025Q2: 710 shares; 2025Q3: 710 shares; 2025Q4: 710 shares 710 $863K 0.01% 0 Timeline PCT PURECYCLE TECHNOLOGIES INC More: the full row for PURECYCLE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 50,000 shares; 2025Q3: 50,000 shares; 2025Q4: 100,000 shares 100,000 $859K 0.01% +50,000 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,264 shares; 2025Q1: 5,154 shares; 2025Q2: 5,154 shares; 2025Q3: 5,154 shares; 2025Q4: 4,994 shares 4,994 $855K 0.01% -160 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,237 shares; 2024Q4: 2,238 shares; 2025Q1: 2,076 shares; 2025Q2: 2,076 shares; 2025Q3: 1,826 shares; 2025Q4: 1,826 shares 1,826 $850K 0.01% 0 Timeline SPH SUBURBAN PROPANE PARTNERS L More: the full row for SUBURBAN PROPANE PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,438 shares; 2024Q4: 45,438 shares; 2025Q1: 45,438 shares; 2025Q2: 45,438 shares; 2025Q3: 45,438 shares; 2025Q4: 45,438 shares 45,438 $842K 0.01% 0 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,335 shares; 2024Q4: 9,335 shares; 2025Q1: 9,345 shares; 2025Q2: 9,335 shares; 2025Q3: 8,335 shares; 2025Q4: 8,291 shares 8,291 $836K 0.01% -44 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,439 shares; 2024Q4: 2,440 shares; 2025Q1: 2,440 shares; 2025Q2: 2,440 shares; 2025Q3: 2,440 shares; 2025Q4: 2,440 shares 2,440 $824K 0.01% 0 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,712 shares; 2024Q4: 1,712 shares; 2025Q1: 1,712 shares; 2025Q2: 1,712 shares; 2025Q3: 1,712 shares; 2025Q4: 1,712 shares 1,712 $823K 0.01% 0 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,552 shares; 2024Q4: 8,040 shares; 2025Q1: 8,041 shares; 2025Q2: 8,020 shares; 2025Q3: 8,120 shares; 2025Q4: 8,261 shares 8,261 $820K 0.01% +141 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,000 shares; 2024Q4: 25,000 shares; 2025Q1: 25,000 shares; 2025Q2: 25,000 shares; 2025Q3: 25,000 shares; 2025Q4: 25,000 shares 25,000 $818K 0.01% 0 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,775 shares; 2024Q4: 2,776 shares; 2025Q1: 2,775 shares; 2025Q2: 2,775 shares; 2025Q3: 8,922 shares; 2025Q4: 3,510 shares 3,510 $799K 0.01% -5,412 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,827 shares; 2024Q4: 4,749 shares; 2025Q1: 4,449 shares; 2025Q2: 4,449 shares; 2025Q3: 4,400 shares; 2025Q4: 4,400 shares 4,400 $797K 0.01% 0 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,691 shares; 2025Q1: 6,991 shares; 2025Q2: 6,991 shares; 2025Q3: 6,991 shares; 2025Q4: 6,991 shares 6,991 $791K 0.01% 0 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,001 shares; 2024Q4: 16,001 shares; 2025Q1: 16,001 shares; 2025Q2: 5,755 shares; 2025Q3: 6,217 shares; 2025Q4: 6,229 shares 6,229 $784K 0.01% +12 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: 12,555 shares; 2024Q4: 12,444 shares; 2025Q1: 12,416 shares; 2025Q2: 10,768 shares; 2025Q3: 9,743 shares; 2025Q4: 8,902 shares 8,902 $776K 0.01% -841 Timeline GBDC GOLUB CAP BDC INC More: the full row for GOLUB CAP BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,250 shares; 2024Q4: 40,250 shares; 2025Q1: 49,250 shares; 2025Q2: 49,838 shares; 2025Q3: 56,976 shares; 2025Q4: 56,976 shares 56,976 $773K 0.01% 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: 1,539 shares; 2024Q4: 1,540 shares; 2025Q1: 1,504 shares; 2025Q2: 1,504 shares; 2025Q3: 1,504 shares; 2025Q4: 1,504 shares 1,504 $768K 0.01% 0 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,954 shares; 2024Q4: 11,956 shares; 2025Q1: 12,866 shares; 2025Q2: 12,787 shares; 2025Q3: 13,198 shares; 2025Q4: 13,255 shares 13,255 $764K 0.01% +57 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,816 shares; 2024Q4: 1,861 shares; 2025Q1: 1,779 shares; 2025Q2: 1,797 shares; 2025Q3: 1,777 shares; 2025Q4: 1,777 shares 1,777 $758K 0.01% 0 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,146 shares 9,146 $747K 0.01% new Timeline JEF JEFFERIES FINANCIAL GROUP IN More: the full row for JEFFERIES FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,933 shares; 2024Q4: 16,663 shares; 2025Q1: 11,963 shares; 2025Q2: 13,108 shares; 2025Q3: 13,753 shares; 2025Q4: 11,963 shares 11,963 $741K 0.01% -1,790 Timeline JEPI 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: 9,334 shares; 2024Q4: 9,334 shares; 2025Q1: 9,334 shares; 2025Q2: 14,334 shares; 2025Q3: 14,334 shares; 2025Q4: 12,834 shares 12,834 $735K 0.01% -1,500 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,904 shares; 2024Q4: 19,904 shares; 2025Q1: 19,658 shares; 2025Q2: 19,658 shares; 2025Q3: 15,473 shares; 2025Q4: 15,473 shares 15,473 $726K 0.01% 0 Timeline BHST BIOHARVEST SCIENCES INC More: the full row for BIOHARVEST SCIENCES 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: 139,470 shares 139,470 $724K 0.01% new Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,620 shares; 2024Q4: 2,534 shares; 2025Q1: 2,128 shares; 2025Q2: 1,773 shares; 2025Q3: 1,755 shares; 2025Q4: 1,725 shares 1,725 $719K 0.01% -30 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,359 shares; 2024Q4: 2,359 shares; 2025Q1: 2,359 shares; 2025Q2: 2,359 shares; 2025Q3: 2,316 shares; 2025Q4: 2,316 shares 2,316 $700K 0.01% 0 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,989 shares; 2024Q4: 9,791 shares; 2025Q1: 9,591 shares; 2025Q2: 9,091 shares; 2025Q3: 8,251 shares; 2025Q4: 8,251 shares 8,251 $685K 0.01% 0 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 906 shares; 2024Q4: 906 shares; 2025Q1: 776 shares; 2025Q2: 776 shares; 2025Q3: 776 shares; 2025Q4: 2,328 shares 2,328 $669K 0.01% +1,552 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB 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: 9,495 shares; 2025Q3: 9,495 shares; 2025Q4: 9,495 shares 9,495 $662K 0.01% 0 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,600 shares; 2024Q4: 5,877 shares; 2025Q1: 5,877 shares; 2025Q2: 5,877 shares; 2025Q3: 5,802 shares; 2025Q4: 5,802 shares 5,802 $661K 0.01% 0 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,572 shares; 2024Q4: 4,572 shares; 2025Q1: 4,572 shares; 2025Q2: 4,572 shares; 2025Q3: 4,572 shares; 2025Q4: 4,523 shares 4,523 $651K 0.01% -49 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,913 shares; 2024Q4: 3,913 shares; 2025Q1: 3,913 shares; 2025Q2: 3,913 shares; 2025Q3: 5,313 shares; 2025Q4: 5,313 shares 5,313 $617K 0.01% 0 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: 4,140 shares; 2024Q4: 4,145 shares; 2025Q1: 4,140 shares; 2025Q2: 3,790 shares; 2025Q3: 3,790 shares; 2025Q4: 3,790 shares 3,790 $610K 0.01% 0 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,377 shares; 2024Q4: 1,377 shares; 2025Q1: 1,363 shares; 2025Q2: 1,563 shares; 2025Q3: 1,563 shares; 2025Q4: 1,563 shares 1,563 $608K 0.01% 0 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: 1,001 shares; 2024Q4: 1,001 shares; 2025Q1: 979 shares; 2025Q2: 979 shares; 2025Q3: 916 shares; 2025Q4: 916 shares 916 $607K 0.01% 0 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 540 shares; 2024Q4: 540 shares; 2025Q1: 538 shares; 2025Q2: 893 shares; 2025Q3: 788 shares; 2025Q4: 743 shares 743 $601K 0.01% -45 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: 1,234 shares; 2024Q4: 1,234 shares; 2025Q1: 1,234 shares; 2025Q2: 1,234 shares; 2025Q3: 1,181 shares; 2025Q4: 1,168 shares 1,168 $596K 0.01% -13 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,598 shares; 2024Q4: 9,598 shares; 2025Q1: 9,532 shares; 2025Q2: 9,082 shares; 2025Q3: 9,082 shares; 2025Q4: 8,702 shares 8,702 $593K 0.01% -380 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: 1,049 shares; 2024Q4: 1,049 shares; 2025Q1: 1,057 shares; 2025Q2: 1,060 shares; 2025Q3: 1,060 shares; 2025Q4: 1,045 shares 1,045 $592K 0.01% -15 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: 1,892 shares; 2024Q4: 1,892 shares; 2025Q1: 1,677 shares; 2025Q2: 2,177 shares; 2025Q3: 2,177 shares; 2025Q4: 2,160 shares 2,160 $590K 0.01% -17 Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,720 shares; 2024Q4: 1,720 shares; 2025Q1: 1,720 shares; 2025Q2: 1,720 shares; 2025Q3: 1,720 shares; 2025Q4: 1,720 shares 1,720 $585K 0.01% 0 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,603 shares; 2024Q4: 12,603 shares; 2025Q1: 12,613 shares; 2025Q2: 12,488 shares; 2025Q3: 11,968 shares; 2025Q4: 11,878 shares 11,878 $585K 0.01% -90 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,679 shares; 2024Q4: 1,680 shares; 2025Q1: 1,525 shares; 2025Q2: 1,524 shares; 2025Q3: 1,526 shares; 2025Q4: 1,524 shares 1,524 $584K 0.01% -2 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,150 shares; 2025Q3: 18,150 shares; 2025Q4: 22,150 shares 22,150 $583K 0.01% +4,000 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 928 shares; 2024Q4: 928 shares; 2025Q1: 928 shares; 2025Q2: 928 shares; 2025Q3: 928 shares; 2025Q4: 928 shares 928 $578K 0.01% 0 Timeline RNR RENAISSANCERE HLDGS LTD More: the full row for RENAISSANCERE HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,070 shares; 2024Q4: 2,067 shares; 2025Q1: 2,067 shares; 2025Q2: 2,067 shares; 2025Q3: 2,067 shares; 2025Q4: 2,044 shares 2,044 $575K 0.01% -23 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,963 shares; 2024Q4: 7,963 shares; 2025Q1: 7,563 shares; 2025Q2: 1,911 shares; 2025Q3: 3,895 shares; 2025Q4: 2,366 shares 2,366 $573K 0.01% -1,529 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,564 shares; 2024Q4: 3,888 shares; 2025Q1: 3,784 shares; 2025Q2: 3,784 shares; 2025Q3: 3,784 shares; 2025Q4: 3,046 shares 3,046 $561K 0.01% -738 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,241 shares; 2025Q3: 9,301 shares; 2025Q4: 9,311 shares 9,311 $559K 0.01% +10 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: 2,236 shares; 2024Q4: 2,163 shares; 2025Q1: 2,163 shares; 2025Q2: 2,163 shares; 2025Q3: 2,147 shares; 2025Q4: 2,146 shares 2,146 $557K 0.01% -1 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: 13,538 shares; 2024Q4: 11,538 shares; 2025Q1: 10,662 shares; 2025Q2: 2,508 shares; 2025Q3: 2,760 shares; 2025Q4: 2,742 shares 2,742 $557K 0.01% -18 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 999 shares; 2024Q4: 999 shares; 2025Q1: 999 shares; 2025Q2: 999 shares; 2025Q3: 969 shares; 2025Q4: 969 shares 969 $556K 0.01% 0 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,035 shares; 2025Q1: 5,035 shares; 2025Q2: not reported; 2025Q3: 20,028 shares; 2025Q4: 5,028 shares 5,028 $555K 0.01% -15,000 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: 4,300 shares; 2024Q4: 4,300 shares; 2025Q1: 4,220 shares; 2025Q2: 4,220 shares; 2025Q3: 4,264 shares; 2025Q4: 4,220 shares 4,220 $551K 0.01% -44 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: 2,143 shares; 2024Q4: 2,143 shares; 2025Q1: 2,143 shares; 2025Q2: 2,146 shares; 2025Q3: 1,896 shares; 2025Q4: 1,896 shares 1,896 $547K 0.01% 0 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,025 shares; 2024Q4: 3,025 shares; 2025Q1: 3,025 shares; 2025Q2: 2,800 shares; 2025Q3: 2,583 shares; 2025Q4: 2,773 shares 2,773 $530K 0.01% +190 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,233 shares; 2024Q4: 15,233 shares; 2025Q1: 15,233 shares; 2025Q2: 14,540 shares; 2025Q3: 14,540 shares; 2025Q4: 14,498 shares 14,498 $526K 0.01% -42 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: 4,663 shares; 2024Q4: 4,663 shares; 2025Q1: 4,378 shares; 2025Q2: 4,378 shares; 2025Q3: 4,426 shares; 2025Q4: 4,426 shares 4,426 $516K 0.01% 0 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,316 shares; 2024Q4: 1,316 shares; 2025Q1: 1,316 shares; 2025Q2: 1,316 shares; 2025Q3: 1,316 shares; 2025Q4: 1,316 shares 1,316 $512K 0.01% 0 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,129 shares; 2025Q1: 4,002 shares; 2025Q2: 4,002 shares; 2025Q3: 4,002 shares; 2025Q4: 4,000 shares 4,000 $511K 0.01% -2 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: 2,270 shares; 2024Q4: 2,271 shares; 2025Q1: 2,260 shares; 2025Q2: 2,260 shares; 2025Q3: 2,260 shares; 2025Q4: 2,260 shares 2,260 $506K 0.01% 0 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL 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: 43,100 shares; 2025Q2: 39,800 shares; 2025Q3: 39,800 shares; 2025Q4: 39,800 shares 39,800 $495K 0.01% 0 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,834 shares; 2024Q4: 3,708 shares; 2025Q1: 3,708 shares; 2025Q2: 3,542 shares; 2025Q3: 2,542 shares; 2025Q4: 2,542 shares 2,542 $493K 0.01% 0 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,499 shares; 2024Q4: 3,499 shares; 2025Q1: 3,499 shares; 2025Q2: 3,499 shares; 2025Q3: 3,499 shares; 2025Q4: 3,499 shares 3,499 $479K 0.01% 0 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 681 shares; 2024Q4: 731 shares; 2025Q1: 681 shares; 2025Q2: 681 shares; 2025Q3: 581 shares; 2025Q4: 473 shares 473 $477K 0.01% -108 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,335 shares; 2024Q4: 2,335 shares; 2025Q1: 2,335 shares; 2025Q2: 2,321 shares; 2025Q3: 2,321 shares; 2025Q4: 2,221 shares 2,221 $474K 0.01% -100 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,500 shares; 2024Q4: 9,500 shares; 2025Q1: 9,500 shares; 2025Q2: 10,500 shares; 2025Q3: 10,500 shares; 2025Q4: 7,000 shares 7,000 $473K 0.01% -3,500 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,826 shares; 2024Q4: 7,826 shares; 2025Q1: 7,544 shares; 2025Q2: 5,344 shares; 2025Q3: 5,433 shares; 2025Q4: 5,344 shares 5,344 $473K 0.01% -89 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: 2,815 shares; 2024Q4: 2,792 shares; 2025Q1: 2,847 shares; 2025Q2: 3,287 shares; 2025Q3: 3,102 shares; 2025Q4: 3,053 shares 3,053 $472K 0.01% -49 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,207 shares; 2024Q4: 2,207 shares; 2025Q1: 2,207 shares; 2025Q2: 2,207 shares; 2025Q3: 1,655 shares; 2025Q4: 1,655 shares 1,655 $469K 0.01% 0 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,865 shares; 2024Q4: 2,865 shares; 2025Q1: 2,865 shares; 2025Q2: 2,865 shares; 2025Q3: 2,865 shares; 2025Q4: 2,865 shares 2,865 $466K 0.01% 0 Timeline AN AUTONATION INC More: the full row for AUTONATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,618 shares; 2024Q4: 2,618 shares; 2025Q1: 2,368 shares; 2025Q2: 2,368 shares; 2025Q3: 2,368 shares; 2025Q4: 2,225 shares 2,225 $459K 0.01% -143 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: 8,770 shares; 2024Q4: 4,770 shares; 2025Q1: 4,520 shares; 2025Q2: 3,545 shares; 2025Q3: 3,545 shares; 2025Q4: 3,545 shares 3,545 $457K 0.01% 0 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 436 shares; 2024Q4: 436 shares; 2025Q1: not reported; 2025Q2: 802 shares; 2025Q3: 802 shares; 2025Q4: 802 shares 802 $457K 0.01% 0 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,255 shares; 2024Q4: 5,300 shares; 2025Q1: 5,325 shares; 2025Q2: 6,875 shares; 2025Q3: 6,794 shares; 2025Q4: 6,719 shares 6,719 $450K 0.01% -75 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,988 shares; 2024Q4: 10,988 shares; 2025Q1: 4,563 shares; 2025Q2: 4,563 shares; 2025Q3: 5,009 shares; 2025Q4: 5,232 shares 5,232 $449K 0.01% +223 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,546 shares; 2024Q4: 14,066 shares; 2025Q1: 14,111 shares; 2025Q2: 11,803 shares; 2025Q3: 11,558 shares; 2025Q4: 11,558 shares 11,558 $444K 0.01% 0 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 203 shares; 2024Q4: 203 shares; 2025Q1: 203 shares; 2025Q2: 203 shares; 2025Q3: 203 shares; 2025Q4: 203 shares 203 $436K 0.01% 0 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,330 shares; 2024Q4: 3,331 shares; 2025Q1: 2,981 shares; 2025Q2: 2,981 shares; 2025Q3: 2,981 shares; 2025Q4: 2,981 shares 2,981 $432K 0.01% 0 Timeline IFF INTERNATIONAL FLAVORS&FRAGRA More: the full row for INTERNATIONAL FLAVORS&FRAGRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,390 shares; 2024Q4: 6,390 shares; 2025Q1: 6,390 shares; 2025Q2: 6,390 shares; 2025Q3: 6,390 shares; 2025Q4: 6,390 shares 6,390 $431K 0.01% 0 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,250 shares; 2024Q4: 6,250 shares; 2025Q1: 6,250 shares; 2025Q2: 6,250 shares; 2025Q3: 6,250 shares; 2025Q4: 6,250 shares 6,250 $427K 0.01% 0 Timeline WTM WHITE MTNS INS GROUP LTD More: the full row for WHITE MTNS INS GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares 200 $416K 0.01% 0 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,065 shares; 2024Q4: 1,065 shares; 2025Q1: 1,060 shares; 2025Q2: 1,020 shares; 2025Q3: 995 shares; 2025Q4: 837 shares 837 $410K 0.01% -158 Timeline TECH BIO-TECHNE CORP More: the full row for BIO-TECHNE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,561 shares; 2024Q4: 4,561 shares; 2025Q1: 4,561 shares; 2025Q2: 5,582 shares; 2025Q3: 6,935 shares; 2025Q4: 6,935 shares 6,935 $408K 0.01% 0 Timeline IMXI INTERNATIONAL MONEY EXPRESS More: the full row for INTERNATIONAL MONEY EXPRESS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,279 shares; 2024Q4: 33,158 shares; 2025Q1: 33,158 shares; 2025Q2: 33,158 shares; 2025Q3: 33,158 shares; 2025Q4: 26,508 shares 26,508 $407K 0.01% -6,650 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,182 shares; 2024Q4: 10,182 shares; 2025Q1: 10,182 shares; 2025Q2: 10,182 shares; 2025Q3: 10,182 shares; 2025Q4: 10,182 shares 10,182 $403K 0.01% 0 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: 1,915 shares; 2024Q4: 1,915 shares; 2025Q1: 1,915 shares; 2025Q2: 1,915 shares; 2025Q3: 5,190 shares; 2025Q4: 1,915 shares 1,915 $399K 0.01% -3,275 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,304 shares; 2024Q4: 3,306 shares; 2025Q1: 3,304 shares; 2025Q2: 3,304 shares; 2025Q3: 13,277 shares; 2025Q4: 3,304 shares 3,304 $396K 0.01% -9,973 Timeline WBS WEBSTER FINL CORP More: the full row for WEBSTER FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,946 shares; 2024Q4: 7,946 shares; 2025Q1: 7,946 shares; 2025Q2: 6,118 shares; 2025Q3: 5,544 shares; 2025Q4: 6,224 shares 6,224 $392K 0.01% +680 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,883 shares; 2024Q4: 1,871 shares; 2025Q1: 1,846 shares; 2025Q2: 1,846 shares; 2025Q3: 1,846 shares; 2025Q4: 1,846 shares 1,846 $391K 0.01% 0 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,728 shares; 2024Q4: 2,628 shares; 2025Q1: 2,428 shares; 2025Q2: 2,428 shares; 2025Q3: 2,428 shares; 2025Q4: 2,428 shares 2,428 $390K 0.01% 0 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,885 shares; 2024Q4: 1,712 shares; 2025Q1: 1,712 shares; 2025Q2: 1,712 shares; 2025Q3: 1,712 shares; 2025Q4: 1,827 shares 1,827 $387K 0.01% +115 Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,460 shares; 2024Q4: 4,460 shares; 2025Q1: 4,460 shares; 2025Q2: 4,410 shares; 2025Q3: 4,410 shares; 2025Q4: 4,410 shares 4,410 $386K 0.01% 0 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,142 shares; 2024Q4: 2,142 shares; 2025Q1: 2,142 shares; 2025Q2: 2,142 shares; 2025Q3: 2,142 shares; 2025Q4: 2,142 shares 2,142 $377K 0.01% 0 Timeline SXT SENSIENT TECHNOLOGIES CORP More: the full row for SENSIENT TECHNOLOGIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,000 shares; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares 4,000 $376K 0.01% 0 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,143 shares; 2024Q4: 1,143 shares; 2025Q1: 1,099 shares; 2025Q2: 1,079 shares; 2025Q3: 1,061 shares; 2025Q4: 1,061 shares 1,061 $375K 0.01% 0 Timeline VXF 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: 1,956 shares; 2024Q4: 1,956 shares; 2025Q1: 1,755 shares; 2025Q2: 1,755 shares; 2025Q3: 1,755 shares; 2025Q4: 1,755 shares 1,755 $367K 0.01% 0 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: 3,653 shares; 2024Q4: 3,653 shares; 2025Q1: 3,600 shares; 2025Q2: 3,670 shares; 2025Q3: 3,670 shares; 2025Q4: 3,670 shares 3,670 $366K 0.01% 0 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,685 shares; 2024Q4: 1,685 shares; 2025Q1: 1,659 shares; 2025Q2: 1,539 shares; 2025Q3: 1,512 shares; 2025Q4: 1,482 shares 1,482 $366K 0.01% -30 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,360 shares; 2024Q4: 4,360 shares; 2025Q1: 4,360 shares; 2025Q2: 4,360 shares; 2025Q3: 4,360 shares; 2025Q4: 4,360 shares 4,360 $350K 0.01% 0 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,280 shares; 2024Q4: 2,280 shares; 2025Q1: 2,170 shares; 2025Q2: 2,348 shares; 2025Q3: 1,367 shares; 2025Q4: 1,266 shares 1,266 $348K 0.01% -101 Timeline JMUB 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: not reported; 2025Q4: 6,785 shares 6,785 $343K 0.01% new Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,741 shares; 2024Q4: 7,886 shares; 2025Q1: 7,525 shares; 2025Q2: 7,901 shares; 2025Q3: 7,338 shares; 2025Q4: 7,302 shares 7,302 $340K <0.01% -36 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,555 shares; 2024Q4: 9,555 shares; 2025Q1: 9,555 shares; 2025Q2: 9,555 shares; 2025Q3: 9,871 shares; 2025Q4: 8,348 shares 8,348 $336K <0.01% -1,523 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,615 shares; 2024Q4: 2,617 shares; 2025Q1: 2,602 shares; 2025Q2: 2,602 shares; 2025Q3: 2,602 shares; 2025Q4: 2,602 shares 2,602 $332K <0.01% 0 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: 3,981 shares; 2024Q4: 3,981 shares; 2025Q1: 3,981 shares; 2025Q2: 2,223 shares; 2025Q3: 2,223 shares; 2025Q4: 2,223 shares 2,223 $319K <0.01% 0 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,880 shares; 2024Q4: 1,805 shares; 2025Q1: 1,805 shares; 2025Q2: 1,805 shares; 2025Q3: 1,786 shares; 2025Q4: 1,786 shares 1,786 $310K <0.01% 0 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,932 shares; 2024Q4: 1,932 shares; 2025Q1: 1,560 shares; 2025Q2: 1,560 shares; 2025Q3: 1,560 shares; 2025Q4: 951 shares 951 $307K <0.01% -609 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,646 shares; 2024Q4: 10,651 shares; 2025Q1: 10,534 shares; 2025Q2: 10,534 shares; 2025Q3: 6,284 shares; 2025Q4: 3,210 shares 3,210 $306K <0.01% -3,074 Timeline AGZ 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: 2,885 shares; 2024Q4: 2,885 shares; 2025Q1: 2,885 shares; 2025Q2: 2,885 shares; 2025Q3: 2,765 shares; 2025Q4: 2,765 shares 2,765 $305K <0.01% 0 Timeline XBI 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: 8,492 shares; 2024Q4: 8,492 shares; 2025Q1: 8,492 shares; 2025Q2: 8,492 shares; 2025Q3: 5,692 shares; 2025Q4: 2,492 shares 2,492 $304K <0.01% -3,200 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 659 shares; 2024Q4: 659 shares; 2025Q1: 655 shares; 2025Q2: 655 shares; 2025Q3: 2,326 shares; 2025Q4: 646 shares 646 $303K <0.01% -1,680 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: 4,702 shares; 2024Q4: 4,334 shares; 2025Q1: 4,297 shares; 2025Q2: 4,297 shares; 2025Q3: 2,063 shares; 2025Q4: 2,830 shares 2,830 $303K <0.01% +767 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,516 shares; 2024Q4: 2,516 shares; 2025Q1: 2,516 shares; 2025Q2: 2,516 shares; 2025Q3: 2,626 shares; 2025Q4: 2,682 shares 2,682 $296K <0.01% +56 Timeline ACHR ARCHER AVIATION INC More: the full row for ARCHER AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,250 shares; 2024Q4: 37,250 shares; 2025Q1: 38,750 shares; 2025Q2: 38,750 shares; 2025Q3: 38,750 shares; 2025Q4: 38,750 shares 38,750 $291K <0.01% 0 Timeline JEPQ 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: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares 5,000 $291K <0.01% 0 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,213 shares; 2024Q4: 2,213 shares; 2025Q1: 2,213 shares; 2025Q2: 2,213 shares; 2025Q3: 2,107 shares; 2025Q4: 2,107 shares 2,107 $290K <0.01% 0 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 689 shares; 2025Q1: not reported; 2025Q2: 687 shares; 2025Q3: 687 shares; 2025Q4: 687 shares 687 $290K <0.01% 0 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,013 shares; 2024Q4: 2,770 shares; 2025Q1: 2,700 shares; 2025Q2: 2,660 shares; 2025Q3: 1,302 shares; 2025Q4: 1,277 shares 1,277 $289K <0.01% -25 Timeline IDEV 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: 3,491 shares; 2025Q1: 3,491 shares; 2025Q2: 3,491 shares; 2025Q3: 3,491 shares; 2025Q4: 3,491 shares 3,491 $288K <0.01% 0 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,342 shares; 2024Q4: 3,342 shares; 2025Q1: 3,342 shares; 2025Q2: 3,342 shares; 2025Q3: 3,342 shares; 2025Q4: 3,174 shares 3,174 $285K <0.01% -168 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,038 shares; 2024Q4: 1,038 shares; 2025Q1: 1,028 shares; 2025Q2: 1,028 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares 1,000 $285K <0.01% 0 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 825 shares; 2024Q4: 825 shares; 2025Q1: 486 shares; 2025Q2: 486 shares; 2025Q3: 486 shares; 2025Q4: 486 shares 486 $282K <0.01% 0 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,186 shares; 2025Q1: 6,186 shares; 2025Q2: 6,186 shares; 2025Q3: 6,186 shares; 2025Q4: 6,186 shares 6,186 $280K <0.01% 0 Timeline GTLS CHART INDS INC More: the full row for CHART INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,491 shares; 2024Q4: 23,396 shares; 2025Q1: 1,599 shares; 2025Q2: 1,599 shares; 2025Q3: 1,599 shares; 2025Q4: 1,335 shares 1,335 $275K <0.01% -264 Timeline FXF INVESCO CURRENCYSHARES SWISS More: the full row for INVESCO CURRENCYSHARES SWISS 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: 2,055 shares; 2025Q4: 2,450 shares 2,450 $273K <0.01% +395 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,926 shares; 2025Q1: 2,924 shares; 2025Q2: 2,924 shares; 2025Q3: 2,924 shares; 2025Q4: 2,924 shares 2,924 $270K <0.01% 0 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,955 shares; 2024Q4: 2,955 shares; 2025Q1: 2,864 shares; 2025Q2: 2,864 shares; 2025Q3: 2,864 shares; 2025Q4: 2,864 shares 2,864 $270K <0.01% 0 Timeline HALO HALOZYME THERAPEUTICS INC More: the full row for HALOZYME THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,143 shares; 2024Q4: not reported; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares 4,000 $269K <0.01% 0 Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,922 shares; 2024Q4: 6,196 shares; 2025Q1: 6,196 shares; 2025Q2: 5,946 shares; 2025Q3: 5,946 shares; 2025Q4: 5,136 shares 5,136 $269K <0.01% -810 Timeline PNR PENTAIR PLC More: the full row for PENTAIR 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: 2,579 shares; 2025Q4: 2,579 shares 2,579 $269K <0.01% 0 Timeline FXI 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: 7,000 shares; 2025Q4: 7,000 shares 7,000 $268K <0.01% 0 Timeline KNCT 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: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares 2,000 $268K <0.01% 0 Timeline SPYD 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: 5,969 shares; 2024Q4: 5,969 shares; 2025Q1: 5,969 shares; 2025Q2: 5,969 shares; 2025Q3: 5,969 shares; 2025Q4: 5,969 shares 5,969 $258K <0.01% 0 Timeline HOLX HOLOGIC INC More: the full row for HOLOGIC 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: 3,465 shares; 2025Q4: 3,465 shares 3,465 $258K <0.01% 0 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE 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: 3,600 shares; 2025Q3: 3,600 shares; 2025Q4: 3,600 shares 3,600 $258K <0.01% 0 Timeline HSIC SCHEIN HENRY INC More: the full row for SCHEIN HENRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,449 shares; 2024Q4: 3,449 shares; 2025Q1: 3,449 shares; 2025Q2: 3,449 shares; 2025Q3: 3,399 shares; 2025Q4: 3,399 shares 3,399 $257K <0.01% 0 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,516 shares; 2025Q1: 2,516 shares; 2025Q2: 2,516 shares; 2025Q3: 2,101 shares; 2025Q4: 2,101 shares 2,101 $256K <0.01% 0 Timeline RIOT RIOT PLATFORMS INC More: the full row for RIOT PLATFORMS 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: 20,000 shares; 2025Q2: 20,000 shares; 2025Q3: 20,000 shares; 2025Q4: 20,000 shares 20,000 $253K <0.01% 0 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,830 shares; 2024Q4: 4,830 shares; 2025Q1: 4,830 shares; 2025Q2: 4,830 shares; 2025Q3: 4,830 shares; 2025Q4: 5,071 shares 5,071 $251K <0.01% +241 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,336 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,486 shares; 2025Q4: 1,486 shares 1,486 $242K <0.01% 0 Timeline COLB COLUMBIA BKG SYS INC More: the full row for COLUMBIA BKG SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,647 shares; 2024Q4: 8,647 shares; 2025Q1: 8,647 shares; 2025Q2: 8,647 shares; 2025Q3: 8,647 shares; 2025Q4: 8,647 shares 8,647 $242K <0.01% 0 Timeline BIP BROOKFIELD INFRASTRUCTURE PA More: the full row for BROOKFIELD INFRASTRUCTURE PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,896 shares; 2024Q4: 6,896 shares; 2025Q1: 6,896 shares; 2025Q2: 6,896 shares; 2025Q3: 6,896 shares; 2025Q4: 6,896 shares 6,896 $240K <0.01% 0 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,435 shares; 2024Q4: 19,456 shares; 2025Q1: 18,504 shares; 2025Q2: 18,504 shares; 2025Q3: 18,504 shares; 2025Q4: 13,846 shares 13,846 $239K <0.01% -4,658 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 600 shares; 2025Q4: 600 shares 600 $239K <0.01% 0 Timeline JOBY JOBY AVIATION INC More: the full row for JOBY AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,492 shares; 2024Q4: 22,492 shares; 2025Q1: 40,486 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,994 shares 17,994 $238K <0.01% new Timeline SCHX 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: 8,523 shares; 2025Q3: 8,523 shares; 2025Q4: 8,523 shares 8,523 $229K <0.01% 0 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,830 shares; 2025Q4: 2,830 shares 2,830 $228K <0.01% 0 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 788 shares; 2024Q4: not reported; 2025Q1: 788 shares; 2025Q2: not reported; 2025Q3: 788 shares; 2025Q4: 788 shares 788 $227K <0.01% 0 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,705 shares; 2025Q1: not reported; 2025Q2: 2,724 shares; 2025Q3: 2,658 shares; 2025Q4: 2,658 shares 2,658 $227K <0.01% 0 Timeline XOP 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: 16,018 shares; 2024Q4: 14,735 shares; 2025Q1: 13,008 shares; 2025Q2: 12,968 shares; 2025Q3: 3,401 shares; 2025Q4: 1,786 shares 1,786 $226K <0.01% -1,615 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,888 shares; 2024Q4: 2,888 shares; 2025Q1: 2,888 shares; 2025Q2: 2,888 shares; 2025Q3: 2,744 shares; 2025Q4: 2,736 shares 2,736 $224K <0.01% -8 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 736 shares; 2024Q4: 736 shares; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: 700 shares; 2025Q4: 700 shares 700 $224K <0.01% 0 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,776 shares; 2024Q4: 2,037 shares; 2025Q1: 1,900 shares; 2025Q2: 1,639 shares; 2025Q3: 1,639 shares; 2025Q4: 1,639 shares 1,639 $223K <0.01% 0 Timeline SCHM 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: 2,445 shares; 2024Q4: 7,335 shares; 2025Q1: not reported; 2025Q2: 7,335 shares; 2025Q3: 7,335 shares; 2025Q4: 7,317 shares 7,317 $220K <0.01% -18 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,256 shares; 2025Q1: not reported; 2025Q2: 1,256 shares; 2025Q3: 1,230 shares; 2025Q4: 1,230 shares 1,230 $220K <0.01% 0 Timeline ROIV ROIVANT SCIENCES LTD More: the full row for ROIVANT SCIENCES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares 10,000 $217K <0.01% 0 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,710 shares 8,710 $216K <0.01% new Timeline VMRK VIVMARK RESIDENTIAL More: the full row for VIVMARK RESIDENTIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,406 shares; 2025Q4: 3,421 shares 3,421 $216K <0.01% +15 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,760 shares; 2024Q4: 1,760 shares; 2025Q1: 1,760 shares; 2025Q2: 1,760 shares; 2025Q3: 1,760 shares; 2025Q4: 1,760 shares 1,760 $210K <0.01% 0 Timeline EPI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,475 shares; 2024Q4: 4,475 shares; 2025Q1: not reported; 2025Q2: 4,475 shares; 2025Q3: not reported; 2025Q4: 4,475 shares 4,475 $207K <0.01% new Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,280 shares 1,280 $206K <0.01% new Timeline ACU ACME UTD CORP More: the full row for ACME UTD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,100 shares; 2024Q4: not reported; 2025Q1: 5,100 shares; 2025Q2: 5,100 shares; 2025Q3: 5,100 shares; 2025Q4: 5,100 shares 5,100 $206K <0.01% 0 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,763 shares; 2024Q4: 1,763 shares; 2025Q1: 1,763 shares; 2025Q2: 1,763 shares; 2025Q3: 1,763 shares; 2025Q4: 1,508 shares 1,508 $205K <0.01% -255 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 783 shares 783 $205K <0.01% new Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,588 shares; 2024Q4: 3,588 shares; 2025Q1: 3,432 shares; 2025Q2: 3,432 shares; 2025Q3: 3,257 shares; 2025Q4: 3,257 shares 3,257 $203K <0.01% 0 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 716 shares; 2024Q4: 615 shares; 2025Q1: 596 shares; 2025Q2: 596 shares; 2025Q3: not reported; 2025Q4: 579 shares 579 $203K <0.01% new Timeline ICF 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: 4,101 shares; 2024Q4: 4,101 shares; 2025Q1: 4,101 shares; 2025Q2: 4,101 shares; 2025Q3: 3,401 shares; 2025Q4: 3,401 shares 3,401 $203K <0.01% 0 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,570 shares; 2024Q4: 2,570 shares; 2025Q1: 2,570 shares; 2025Q2: 2,570 shares; 2025Q3: 2,570 shares; 2025Q4: 2,570 shares 2,570 $203K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,194 shares; 2025Q4: 7,046 shares 7,046 $201K <0.01% -148 Timeline HYAC HAYMAKER ACQUISITION CORP IV More: the full row for HAYMAKER ACQUISITION CORP IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,780 shares; 2024Q4: 17,780 shares; 2025Q1: 17,780 shares; 2025Q2: 17,780 shares; 2025Q3: 16,763 shares; 2025Q4: 16,763 shares 16,763 $191K <0.01% 0 Timeline ALISU CALISA ACQUISITION CORP More: the full row for CALISA ACQUISITION 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: 16,590 shares 16,590 $173K <0.01% new Timeline ALF CENTURION ACQUISITION CORP More: the full row for CENTURION ACQUISITION CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,400 shares; 2025Q1: 15,400 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,400 shares 15,400 $164K <0.01% new Timeline CUB LIONHEART HOLDINGS More: the full row for LIONHEART HOLDINGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,100 shares 15,100 $161K <0.01% new Timeline FIGX FIGX CAP ACQUISITION CORP. More: the full row for FIGX CAP ACQUISITION 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: 15,940 shares 15,940 $160K <0.01% new Timeline LAB STANDARD BIOTOOLS INC More: the full row for STANDARD BIOTOOLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 125,000 shares; 2025Q1: 125,000 shares; 2025Q2: 125,000 shares; 2025Q3: 125,000 shares; 2025Q4: 125,000 shares 125,000 $160K <0.01% 0 Timeline MBVI M3-BRIGADE ACQUISITION VI CO More: the full row for M3-BRIGADE ACQUISITION VI CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,999 shares 15,999 $160K <0.01% new Timeline LEGT LEGATO MERGER CORP III More: the full row for LEGATO MERGER CORP III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,300 shares; 2024Q4: 14,300 shares; 2025Q1: 14,300 shares; 2025Q2: 14,300 shares; 2025Q3: 14,300 shares; 2025Q4: 14,300 shares 14,300 $156K <0.01% 0 Timeline SOC SABLE OFFSHORE CORP More: the full row for SABLE OFFSHORE 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: 15,750 shares 15,750 $142K <0.01% new Timeline TWLVU TWELVE SEAS INVT CO III More: the full row for TWELVE SEAS INVT CO III 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: 13,610 shares 13,610 $135K <0.01% new Timeline SOUN SOUNDHOUND AI INC More: the full row for SOUNDHOUND AI 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: 13,200 shares; 2025Q2: 13,200 shares; 2025Q3: 13,200 shares; 2025Q4: 13,200 shares 13,200 $132K <0.01% 0 Timeline MKLY MCKINLEY ACQUISITION CORP More: the full row for MCKINLEY ACQUISITION 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: 12,910 shares 12,910 $129K <0.01% new Timeline FRMI FERMI INC More: the full row for FERMI 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: 15,000 shares 15,000 $120K <0.01% new Timeline INAC INDIGO ACQUISITION CORP More: the full row for INDIGO ACQUISITION CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,730 shares 10,730 $108K <0.01% new Timeline FAC CARTESIAN GROWTH CORP III More: the full row for CARTESIAN GROWTH CORP III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,100 shares 10,100 $104K <0.01% new Timeline BRBS BLUE RIDGE BANKSHARES INC VA More: the full row for BLUE RIDGE BANKSHARES INC VA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,000 shares; 2025Q2: 20,000 shares; 2025Q3: 20,000 shares; 2025Q4: 20,000 shares 20,000 $85.4K <0.01% 0 Timeline AUR AURORA INNOVATION INC More: the full row for AURORA INNOVATION 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: 12,000 shares; 2025Q4: 12,000 shares 12,000 $46.1K <0.01% 0 Timeline PLUG PLUG PWR INC More: the full row for PLUG PWR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,000 shares; 2024Q4: 20,000 shares; 2025Q1: 20,000 shares; 2025Q2: 20,000 shares; 2025Q3: 20,000 shares; 2025Q4: 20,000 shares 20,000 $39.4K <0.01% 0 Timeline MGNX MACROGENICS INC More: the full row for MACROGENICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,543 shares; 2024Q4: 17,543 shares; 2025Q1: 17,543 shares; 2025Q2: 17,543 shares; 2025Q3: 17,543 shares; 2025Q4: 17,543 shares 17,543 $28.2K <0.01% 0 Timeline CHGG CHEGG INC More: the full row for CHEGG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,688 shares; 2024Q4: 13,688 shares; 2025Q1: 13,688 shares; 2025Q2: 13,688 shares; 2025Q3: 13,688 shares; 2025Q4: 13,688 shares 13,688 $12.7K <0.01% 0 Timeline CAPNR CAYSON ACQUISITION CORP More: the full row for CAYSON ACQUISITION CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,000 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,000 shares 13,000 $2.96K <0.01% new Timeline MKLYR MCKINLEY ACQUISITION CORP More: the full row for MCKINLEY ACQUISITION 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: 12,910 shares 12,910 $1.68K <0.01% new Timeline IBACR IB ACQUISITION CORP More: the full row for IB ACQUISITION 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: 19,576 shares 19,576 $1.53K <0.01% new Timeline INACR INDIGO ACQUISITION CORP More: the full row for INDIGO ACQUISITION CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,730 shares 10,730 $1.4K <0.01% new Timeline