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: 7,787 shares; 2024Q4: 8,322 shares; 2025Q1: 10,696 shares; 2025Q2: 14,810 shares; 2025Q3: 18,529 shares; 2025Q4: 26,166 shares 26,166 $17.9M 6.65% +7,637 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: 49,583 shares; 2024Q4: 50,581 shares; 2025Q1: 47,661 shares; 2025Q2: 54,276 shares; 2025Q3: 59,661 shares; 2025Q4: 65,893 shares 65,893 $12.3M 4.56% +6,232 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,105 shares; 2024Q4: 33,116 shares; 2025Q1: 33,247 shares; 2025Q2: 33,597 shares; 2025Q3: 37,850 shares; 2025Q4: 41,775 shares 41,775 $11.4M 4.21% +3,925 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: 19,005 shares; 2024Q4: 19,012 shares; 2025Q1: 18,484 shares; 2025Q2: 20,483 shares; 2025Q3: 21,548 shares; 2025Q4: 22,959 shares 22,959 $11.1M 4.12% +1,411 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: 32,169 shares; 2024Q4: 32,431 shares; 2025Q1: 32,369 shares; 2025Q2: 32,839 shares; 2025Q3: 32,960 shares; 2025Q4: 33,866 shares 33,866 $10.9M 4.05% +906 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: 20,367 shares; 2024Q4: 21,932 shares; 2025Q1: 22,178 shares; 2025Q2: 22,770 shares; 2025Q3: 24,346 shares; 2025Q4: 25,855 shares 25,855 $5.97M 2.21% +1,509 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: 14,382 shares; 2024Q4: 14,049 shares; 2025Q1: 12,226 shares; 2025Q2: 13,059 shares; 2025Q3: 13,790 shares; 2025Q4: 15,081 shares 15,081 $5.22M 1.94% +1,291 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: 13,404 shares; 2024Q4: 13,662 shares; 2025Q1: 15,027 shares; 2025Q2: 13,296 shares; 2025Q3: 14,405 shares; 2025Q4: 15,783 shares 15,783 $4.95M 1.84% +1,378 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,880 shares; 2024Q4: 63,120 shares; 2025Q1: 63,255 shares; 2025Q2: 63,483 shares; 2025Q3: 63,890 shares; 2025Q4: 81,243 shares 81,243 $4.76M 1.77% +17,353 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: 8,806 shares; 2024Q4: 9,870 shares; 2025Q1: 9,749 shares; 2025Q2: 10,593 shares; 2025Q3: 12,211 shares; 2025Q4: 14,517 shares 14,517 $4.54M 1.69% +2,306 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: 8,112 shares; 2024Q4: 8,869 shares; 2025Q1: 8,419 shares; 2025Q2: 9,127 shares; 2025Q3: 9,498 shares; 2025Q4: 9,993 shares 9,993 $4.49M 1.67% +495 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,133 shares; 2024Q4: 6,190 shares; 2025Q1: 6,131 shares; 2025Q2: 6,178 shares; 2025Q3: 5,968 shares; 2025Q4: 6,413 shares 6,413 $4.23M 1.57% +445 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,787 shares; 2024Q4: 50,725 shares; 2025Q1: 50,283 shares; 2025Q2: 50,174 shares; 2025Q3: 57,592 shares; 2025Q4: 56,597 shares 56,597 $4.16M 1.54% -995 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 33,467 shares 33,467 $3.57M 1.32% new 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: 2,663 shares; 2024Q4: 2,680 shares; 2025Q1: 2,502 shares; 2025Q2: 2,241 shares; 2025Q3: 2,740 shares; 2025Q4: 3,041 shares 3,041 $3.27M 1.21% +301 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,936 shares; 2024Q4: 6,895 shares; 2025Q1: 9,134 shares; 2025Q2: 12,246 shares; 2025Q3: 12,902 shares; 2025Q4: 50,141 shares 50,141 $3.05M 1.13% +37,239 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: 20,373 shares; 2024Q4: 20,010 shares; 2025Q1: 20,141 shares; 2025Q2: 22,180 shares; 2025Q3: 22,848 shares; 2025Q4: 26,956 shares 26,956 $3M 1.11% +4,108 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: 1,301 shares; 2024Q4: 1,249 shares; 2025Q1: 1,252 shares; 2025Q2: 1,661 shares; 2025Q3: 1,694 shares; 2025Q4: 5,657 shares 5,657 $2.76M 1.02% +3,963 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,453 shares; 2024Q4: 3,988 shares; 2025Q1: 3,994 shares; 2025Q2: 3,796 shares; 2025Q3: 3,792 shares; 2025Q4: 13,928 shares 13,928 $2.66M 0.99% +10,136 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,238 shares; 2024Q4: 70,401 shares; 2025Q1: 85,173 shares; 2025Q2: 106,172 shares; 2025Q3: 121,291 shares; 2025Q4: 58,794 shares 58,794 $2.61M 0.97% -62,497 Timeline LRGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 37,302 shares 37,302 $2.59M 0.96% new Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,819 shares; 2024Q4: 7,696 shares; 2025Q1: 7,110 shares; 2025Q2: 7,066 shares; 2025Q3: 14,197 shares; 2025Q4: 13,941 shares 13,941 $2.56M 0.95% -256 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,325 shares; 2024Q4: 66,320 shares; 2025Q1: 79,511 shares; 2025Q2: 98,333 shares; 2025Q3: 114,823 shares; 2025Q4: 55,930 shares 55,930 $2.44M 0.91% -58,893 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: 9,367 shares; 2024Q4: 9,294 shares; 2025Q1: 10,224 shares; 2025Q2: 10,666 shares; 2025Q3: 11,395 shares; 2025Q4: 11,294 shares 11,294 $2.34M 0.87% -101 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,703 shares; 2024Q4: 11,714 shares; 2025Q1: 11,608 shares; 2025Q2: 11,794 shares; 2025Q3: 11,939 shares; 2025Q4: 11,991 shares 11,991 $2.34M 0.87% +52 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: 3,014 shares; 2024Q4: 3,890 shares; 2025Q1: 2,943 shares; 2025Q2: 3,141 shares; 2025Q3: 3,276 shares; 2025Q4: 3,346 shares 3,346 $2.28M 0.85% +70 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: 34,258 shares; 2024Q4: 35,978 shares; 2025Q1: 41,767 shares; 2025Q2: 52,133 shares; 2025Q3: 60,428 shares; 2025Q4: 33,059 shares 33,059 $2.18M 0.81% -27,369 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: 25,604 shares; 2024Q4: 24,732 shares; 2025Q1: 23,911 shares; 2025Q2: 23,636 shares; 2025Q3: 24,596 shares; 2025Q4: 27,355 shares 27,355 $2.11M 0.78% +2,759 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: 13,366 shares; 2024Q4: 12,503 shares; 2025Q1: 12,531 shares; 2025Q2: 11,813 shares; 2025Q3: 12,812 shares; 2025Q4: 12,192 shares 12,192 $1.86M 0.69% -620 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: 14,592 shares; 2024Q4: 12,633 shares; 2025Q1: 14,211 shares; 2025Q2: 13,066 shares; 2025Q3: 14,828 shares; 2025Q4: 14,944 shares 14,944 $1.8M 0.67% +116 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,909 shares 7,909 $1.78M 0.66% new 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: 3,222 shares; 2024Q4: 3,244 shares; 2025Q1: 3,178 shares; 2025Q2: 3,045 shares; 2025Q3: 3,051 shares; 2025Q4: 3,021 shares 3,021 $1.72M 0.64% -30 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,201 shares; 2024Q4: 4,251 shares; 2025Q1: 4,251 shares; 2025Q2: 4,664 shares; 2025Q3: 4,678 shares; 2025Q4: 4,691 shares 4,691 $1.57M 0.58% +13 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,772 shares; 2024Q4: 1,750 shares; 2025Q1: 1,803 shares; 2025Q2: 1,861 shares; 2025Q3: 1,637 shares; 2025Q4: 16,411 shares 16,411 $1.54M 0.57% +14,774 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,225 shares; 2024Q4: 1,380 shares; 2025Q1: 1,951 shares; 2025Q2: 2,058 shares; 2025Q3: 2,639 shares; 2025Q4: 3,061 shares 3,061 $1.54M 0.57% +422 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: 3,173 shares; 2024Q4: 3,192 shares; 2025Q1: 3,460 shares; 2025Q2: 3,701 shares; 2025Q3: 3,806 shares; 2025Q4: 4,296 shares 4,296 $1.51M 0.56% +490 Timeline QUAL 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: 6,201 shares; 2024Q4: 6,684 shares; 2025Q1: 8,534 shares; 2025Q2: 11,579 shares; 2025Q3: 14,226 shares; 2025Q4: 7,505 shares 7,505 $1.49M 0.55% -6,721 Timeline SFNC SIMMONS FIRST NATL CORP More: the full row for SIMMONS FIRST NATL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,657 shares; 2024Q4: 78,657 shares; 2025Q1: 78,657 shares; 2025Q2: 78,657 shares; 2025Q3: 78,663 shares; 2025Q4: 78,664 shares 78,664 $1.48M 0.55% +1 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: 4,769 shares; 2024Q4: 4,609 shares; 2025Q1: 4,772 shares; 2025Q2: 4,834 shares; 2025Q3: 5,443 shares; 2025Q4: 6,282 shares 6,282 $1.44M 0.53% +839 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: 4,701 shares; 2024Q4: 4,727 shares; 2025Q1: 4,721 shares; 2025Q2: 4,746 shares; 2025Q3: 4,629 shares; 2025Q4: 4,411 shares 4,411 $1.43M 0.53% -218 Timeline MTUM 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: 1,008 shares; 2024Q4: 1,016 shares; 2025Q1: 1,356 shares; 2025Q2: 1,765 shares; 2025Q3: 1,830 shares; 2025Q4: 5,314 shares 5,314 $1.33M 0.49% +3,484 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: 1,315 shares; 2024Q4: 1,300 shares; 2025Q1: 1,303 shares; 2025Q2: 1,308 shares; 2025Q3: 1,308 shares; 2025Q4: 1,314 shares 1,314 $1.33M 0.49% +6 Timeline BSCU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,646 shares; 2024Q4: 16,272 shares; 2025Q1: 19,781 shares; 2025Q2: 33,154 shares; 2025Q3: 73,167 shares; 2025Q4: 75,880 shares 75,880 $1.28M 0.48% +2,713 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,163 shares; 2025Q1: 15,979 shares; 2025Q2: 26,694 shares; 2025Q3: 59,100 shares; 2025Q4: 61,343 shares 61,343 $1.26M 0.47% +2,243 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,321 shares; 2024Q4: 14,328 shares; 2025Q1: 17,422 shares; 2025Q2: 29,295 shares; 2025Q3: 64,688 shares; 2025Q4: 67,074 shares 67,074 $1.26M 0.47% +2,386 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,577 shares; 2025Q1: 16,505 shares; 2025Q2: 27,672 shares; 2025Q3: 61,502 shares; 2025Q4: 63,958 shares 63,958 $1.26M 0.47% +2,456 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,603 shares; 2025Q1: 16,482 shares; 2025Q2: 27,702 shares; 2025Q3: 61,811 shares; 2025Q4: 64,435 shares 64,435 $1.26M 0.47% +2,624 Timeline BSCV INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,974 shares; 2025Q1: 17,036 shares; 2025Q2: 30,425 shares; 2025Q3: 68,571 shares; 2025Q4: 72,803 shares 72,803 $1.22M 0.45% +4,232 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,392 shares; 2024Q4: 11,571 shares; 2025Q1: 11,655 shares; 2025Q2: 11,683 shares; 2025Q3: 11,987 shares; 2025Q4: 10,395 shares 10,395 $1.2M 0.44% -1,592 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: 17,091 shares; 2024Q4: 16,916 shares; 2025Q1: 15,620 shares; 2025Q2: 17,204 shares; 2025Q3: 17,489 shares; 2025Q4: 19,596 shares 19,596 $1.08M 0.4% +2,107 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,186 shares; 2025Q1: 3,599 shares; 2025Q2: 5,140 shares; 2025Q3: 5,143 shares; 2025Q4: 5,937 shares 5,937 $1.06M 0.39% +794 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: 6,898 shares; 2024Q4: 6,320 shares; 2025Q1: 6,547 shares; 2025Q2: 5,927 shares; 2025Q3: 5,406 shares; 2025Q4: 5,907 shares 5,907 $1.01M 0.37% +501 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: 1,499 shares; 2024Q4: 1,680 shares; 2025Q1: 1,390 shares; 2025Q2: 1,594 shares; 2025Q3: 1,528 shares; 2025Q4: 1,749 shares 1,749 $1M 0.37% +221 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,124 shares; 2024Q4: 14,973 shares; 2025Q1: 14,562 shares; 2025Q2: 14,484 shares; 2025Q3: 14,351 shares; 2025Q4: 16,577 shares 16,577 $996K 0.37% +2,226 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,914 shares; 2025Q4: 3,409 shares 3,409 $973K 0.36% +1,495 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: 7,812 shares; 2024Q4: 7,791 shares; 2025Q1: 7,124 shares; 2025Q2: 6,590 shares; 2025Q3: 6,407 shares; 2025Q4: 6,308 shares 6,308 $969K 0.36% -99 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: 2,901 shares; 2024Q4: 2,866 shares; 2025Q1: 2,868 shares; 2025Q2: 3,017 shares; 2025Q3: 3,065 shares; 2025Q4: 3,163 shares 3,163 $913K 0.34% +98 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: 7,575 shares; 2025Q1: 6,970 shares; 2025Q2: 6,222 shares; 2025Q3: 6,492 shares; 2025Q4: 6,949 shares 6,949 $911K 0.34% +457 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,322 shares; 2024Q4: 1,339 shares; 2025Q1: 1,246 shares; 2025Q2: 1,237 shares; 2025Q3: 1,198 shares; 2025Q4: 1,025 shares 1,025 $901K 0.33% -173 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: 863 shares; 2024Q4: 865 shares; 2025Q1: 823 shares; 2025Q2: 747 shares; 2025Q3: 756 shares; 2025Q4: 1,018 shares 1,018 $895K 0.33% +262 Timeline BSCW INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 42,408 shares 42,408 $885K 0.33% new 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: 16,983 shares; 2024Q4: 16,634 shares; 2025Q1: 19,810 shares; 2025Q2: 15,874 shares; 2025Q3: 15,622 shares; 2025Q4: 12,637 shares 12,637 $883K 0.33% -2,985 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: 7,937 shares; 2024Q4: 7,200 shares; 2025Q1: 7,272 shares; 2025Q2: 8,467 shares; 2025Q3: 9,764 shares; 2025Q4: 9,398 shares 9,398 $876K 0.32% -366 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,592 shares; 2024Q4: 2,496 shares; 2025Q1: 2,709 shares; 2025Q2: 3,308 shares; 2025Q3: 3,359 shares; 2025Q4: 3,391 shares 3,391 $871K 0.32% +32 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: 14,048 shares; 2024Q4: 13,604 shares; 2025Q1: 11,062 shares; 2025Q2: 10,239 shares; 2025Q3: 9,924 shares; 2025Q4: 8,227 shares 8,227 $866K 0.32% -1,697 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,971 shares; 2024Q4: 4,573 shares; 2025Q1: 4,393 shares; 2025Q2: 4,007 shares; 2025Q3: 4,346 shares; 2025Q4: 3,794 shares 3,794 $824K 0.31% -552 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: 2,630 shares; 2024Q4: 2,625 shares; 2025Q1: 2,538 shares; 2025Q2: 2,553 shares; 2025Q3: 2,700 shares; 2025Q4: 2,608 shares 2,608 $797K 0.3% -92 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,289 shares; 2024Q4: 3,340 shares; 2025Q1: 3,285 shares; 2025Q2: 3,572 shares; 2025Q3: 3,648 shares; 2025Q4: 3,288 shares 3,288 $797K 0.3% -360 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,640 shares; 2024Q4: 3,649 shares; 2025Q1: 3,385 shares; 2025Q2: 3,388 shares; 2025Q3: 3,282 shares; 2025Q4: 3,236 shares 3,236 $780K 0.29% -46 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: 2,450 shares; 2024Q4: 2,450 shares; 2025Q1: 2,450 shares; 2025Q2: 2,450 shares; 2025Q3: 2,450 shares; 2025Q4: 2,450 shares 2,450 $771K 0.29% 0 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,510 shares; 2024Q4: 1,553 shares; 2025Q1: 1,432 shares; 2025Q2: 1,411 shares; 2025Q3: 1,415 shares; 2025Q4: 2,476 shares 2,476 $752K 0.28% +1,061 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: 1,133 shares; 2024Q4: 1,278 shares; 2025Q1: 1,866 shares; 2025Q2: 2,098 shares; 2025Q3: 2,293 shares; 2025Q4: 2,409 shares 2,409 $742K 0.28% +116 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: 897 shares; 2024Q4: 760 shares; 2025Q1: 762 shares; 2025Q2: 774 shares; 2025Q3: 991 shares; 2025Q4: 1,273 shares 1,273 $738K 0.27% +282 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: 6,490 shares; 2024Q4: 6,521 shares; 2025Q1: 6,555 shares; 2025Q2: 6,261 shares; 2025Q3: 5,909 shares; 2025Q4: 5,126 shares 5,126 $735K 0.27% -783 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: 4,332 shares; 2024Q4: 4,504 shares; 2025Q1: 4,339 shares; 2025Q2: 4,324 shares; 2025Q3: 4,342 shares; 2025Q4: 4,527 shares 4,527 $726K 0.27% +185 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: 137 shares; 2024Q4: 137 shares; 2025Q1: 141 shares; 2025Q2: 139 shares; 2025Q3: 139 shares; 2025Q4: 134 shares 134 $718K 0.27% -5 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: 4,756 shares; 2024Q4: 5,098 shares; 2025Q1: 4,999 shares; 2025Q2: 5,160 shares; 2025Q3: 5,362 shares; 2025Q4: 6,268 shares 6,268 $713K 0.26% +906 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: 2,439 shares; 2024Q4: 2,550 shares; 2025Q1: 2,323 shares; 2025Q2: 2,599 shares; 2025Q3: 2,776 shares; 2025Q4: 1,997 shares 1,997 $687K 0.25% -779 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,436 shares; 2024Q4: 16,686 shares; 2025Q1: 16,886 shares; 2025Q2: 16,856 shares; 2025Q3: 17,006 shares; 2025Q4: 17,006 shares 17,006 $684K 0.25% 0 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: 3,835 shares; 2024Q4: 3,034 shares; 2025Q1: 3,516 shares; 2025Q2: 2,768 shares; 2025Q3: 3,779 shares; 2025Q4: 4,763 shares 4,763 $684K 0.25% +984 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: 10,026 shares; 2024Q4: 9,997 shares; 2025Q1: 8,648 shares; 2025Q2: 8,808 shares; 2025Q3: 8,525 shares; 2025Q4: 7,795 shares 7,795 $683K 0.25% -730 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: 1,752 shares; 2024Q4: 1,957 shares; 2025Q1: 1,990 shares; 2025Q2: 1,793 shares; 2025Q3: 1,960 shares; 2025Q4: 2,528 shares 2,528 $670K 0.25% +568 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: 1,452 shares; 2024Q4: 1,426 shares; 2025Q1: 1,716 shares; 2025Q2: 1,746 shares; 2025Q3: 1,967 shares; 2025Q4: 2,243 shares 2,243 $664K 0.25% +276 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,103 shares; 2024Q4: 5,295 shares; 2025Q1: 4,697 shares; 2025Q2: 15,588 shares; 2025Q3: 15,896 shares; 2025Q4: 10,317 shares 10,317 $663K 0.25% -5,579 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: 9,200 shares; 2024Q4: 9,200 shares; 2025Q1: 9,200 shares; 2025Q2: 9,200 shares; 2025Q3: 10,291 shares; 2025Q4: 10,291 shares 10,291 $663K 0.25% 0 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,948 shares; 2024Q4: 11,904 shares; 2025Q1: 10,818 shares; 2025Q2: 10,944 shares; 2025Q3: 10,804 shares; 2025Q4: 9,437 shares 9,437 $662K 0.25% -1,367 Timeline DGRO 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: 4,158 shares; 2025Q3: 5,904 shares; 2025Q4: 9,478 shares 9,478 $658K 0.24% +3,574 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: 2,238 shares; 2024Q4: 2,062 shares; 2025Q1: 2,207 shares; 2025Q2: 2,360 shares; 2025Q3: 2,108 shares; 2025Q4: 2,005 shares 2,005 $656K 0.24% -103 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: 1,390 shares; 2024Q4: 1,350 shares; 2025Q1: 1,242 shares; 2025Q2: 1,267 shares; 2025Q3: 1,016 shares; 2025Q4: 1,148 shares 1,148 $650K 0.24% +132 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: 3,551 shares; 2024Q4: 2,832 shares; 2025Q1: 4,362 shares; 2025Q2: 10,413 shares; 2025Q3: 9,802 shares; 2025Q4: 6,862 shares 6,862 $642K 0.24% -2,940 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: 884 shares; 2024Q4: 750 shares; 2025Q1: 822 shares; 2025Q2: 923 shares; 2025Q3: 905 shares; 2025Q4: 961 shares 961 $637K 0.24% +56 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: 5,349 shares; 2024Q4: 5,837 shares; 2025Q1: 5,164 shares; 2025Q2: 5,449 shares; 2025Q3: 5,310 shares; 2025Q4: 5,444 shares 5,444 $635K 0.24% +134 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,909 shares; 2024Q4: 4,005 shares; 2025Q1: 3,786 shares; 2025Q2: 5,346 shares; 2025Q3: 5,357 shares; 2025Q4: 4,902 shares 4,902 $633K 0.23% -455 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: not reported; 2024Q4: 3,541 shares; 2025Q1: 1,855 shares; 2025Q2: 2,609 shares; 2025Q3: 3,646 shares; 2025Q4: 5,077 shares 5,077 $617K 0.23% +1,431 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: 28,147 shares; 2024Q4: 29,273 shares; 2025Q1: 27,776 shares; 2025Q2: 27,776 shares; 2025Q3: 26,029 shares; 2025Q4: 23,396 shares 23,396 $616K 0.23% -2,633 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: 4,799 shares; 2024Q4: 4,855 shares; 2025Q1: 4,659 shares; 2025Q2: 4,321 shares; 2025Q3: 4,307 shares; 2025Q4: 3,984 shares 3,984 $614K 0.23% -323 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: 4,312 shares; 2024Q4: 4,389 shares; 2025Q1: 3,733 shares; 2025Q2: 3,644 shares; 2025Q3: 3,804 shares; 2025Q4: 2,916 shares 2,916 $609K 0.23% -888 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: 1,317 shares; 2024Q4: 808 shares; 2025Q1: 902 shares; 2025Q2: 1,167 shares; 2025Q3: 1,573 shares; 2025Q4: 1,788 shares 1,788 $590K 0.22% +215 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: 3,210 shares; 2024Q4: 3,264 shares; 2025Q1: 3,496 shares; 2025Q2: 3,681 shares; 2025Q3: 3,718 shares; 2025Q4: 4,217 shares 4,217 $570K 0.21% +499 Timeline OUSM ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,563 shares; 2024Q4: 15,952 shares; 2025Q1: 20,410 shares; 2025Q2: 27,933 shares; 2025Q3: 34,683 shares; 2025Q4: 12,885 shares 12,885 $564K 0.21% -21,798 Timeline OGS ONE GAS INC More: the full row for ONE GAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,555 shares; 2024Q4: 7,604 shares; 2025Q1: 7,581 shares; 2025Q2: 7,581 shares; 2025Q3: 7,581 shares; 2025Q4: 7,269 shares 7,269 $562K 0.21% -312 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,455 shares; 2024Q4: 7,524 shares; 2025Q1: 7,333 shares; 2025Q2: 7,201 shares; 2025Q3: 7,043 shares; 2025Q4: 6,043 shares 6,043 $556K 0.21% -1,000 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: 2,676 shares; 2024Q4: 2,747 shares; 2025Q1: 2,568 shares; 2025Q2: 2,532 shares; 2025Q3: 2,574 shares; 2025Q4: 2,253 shares 2,253 $555K 0.21% -321 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: 2,784 shares; 2024Q4: 3,027 shares; 2025Q1: 2,787 shares; 2025Q2: 2,922 shares; 2025Q3: 2,913 shares; 2025Q4: 3,097 shares 3,097 $550K 0.2% +184 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: 13,133 shares; 2024Q4: 11,796 shares; 2025Q1: 12,314 shares; 2025Q2: 12,591 shares; 2025Q3: 12,138 shares; 2025Q4: 10,210 shares 10,210 $550K 0.2% -1,928 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,021 shares; 2025Q1: 1,028 shares; 2025Q2: 1,088 shares; 2025Q3: 1,028 shares; 2025Q4: 1,622 shares 1,622 $548K 0.2% +594 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,060 shares; 2024Q4: 18,314 shares; 2025Q1: 16,175 shares; 2025Q2: 15,864 shares; 2025Q3: 12,643 shares; 2025Q4: 12,275 shares 12,275 $547K 0.2% -368 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,434 shares; 2024Q4: 2,415 shares; 2025Q1: 2,498 shares; 2025Q2: 2,494 shares; 2025Q3: 2,493 shares; 2025Q4: 2,624 shares 2,624 $546K 0.2% +131 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: 539 shares; 2024Q4: 555 shares; 2025Q1: 549 shares; 2025Q2: 646 shares; 2025Q3: 640 shares; 2025Q4: 633 shares 633 $546K 0.2% -7 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,800 shares; 2025Q4: 3,188 shares 3,188 $546K 0.2% +1,388 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: 21,034 shares; 2024Q4: 16,269 shares; 2025Q1: 20,062 shares; 2025Q2: 19,465 shares; 2025Q3: 17,971 shares; 2025Q4: 13,381 shares 13,381 $545K 0.2% -4,590 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: 1,731 shares; 2024Q4: 3,424 shares; 2025Q1: 3,076 shares; 2025Q2: 3,022 shares; 2025Q3: 3,065 shares; 2025Q4: 2,955 shares 2,955 $544K 0.2% -110 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,012 shares; 2025Q3: 3,453 shares; 2025Q4: 4,387 shares 4,387 $538K 0.2% +934 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: 14,186 shares; 2024Q4: 13,674 shares; 2025Q1: 12,343 shares; 2025Q2: 12,482 shares; 2025Q3: 12,181 shares; 2025Q4: 9,939 shares 9,939 $530K 0.2% -2,242 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: 1,945 shares; 2024Q4: 1,843 shares; 2025Q1: 1,736 shares; 2025Q2: 1,871 shares; 2025Q3: 1,889 shares; 2025Q4: 1,553 shares 1,553 $523K 0.19% -336 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,423 shares; 2024Q4: 1,474 shares; 2025Q1: 1,380 shares; 2025Q2: 1,481 shares; 2025Q3: 1,435 shares; 2025Q4: 1,020 shares 1,020 $521K 0.19% -415 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: 2,597 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,600 shares; 2025Q3: 2,145 shares; 2025Q4: 2,418 shares 2,418 $518K 0.19% +273 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: 2,822 shares; 2024Q4: 3,600 shares; 2025Q1: 3,478 shares; 2025Q2: 3,195 shares; 2025Q3: 3,064 shares; 2025Q4: 3,215 shares 3,215 $518K 0.19% +151 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: 1,122 shares; 2024Q4: 1,251 shares; 2025Q1: 1,120 shares; 2025Q2: 1,546 shares; 2025Q3: 1,221 shares; 2025Q4: 1,892 shares 1,892 $508K 0.19% +671 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,360 shares; 2024Q4: 2,367 shares; 2025Q1: 1,932 shares; 2025Q2: 2,083 shares; 2025Q3: 2,105 shares; 2025Q4: 1,593 shares 1,593 $507K 0.19% -512 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: 637 shares; 2024Q4: 637 shares; 2025Q1: 637 shares; 2025Q2: 673 shares; 2025Q3: 673 shares; 2025Q4: 673 shares 673 $507K 0.19% 0 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: 735 shares; 2024Q4: 763 shares; 2025Q1: 731 shares; 2025Q2: 1,023 shares; 2025Q3: 1,162 shares; 2025Q4: 1,619 shares 1,619 $505K 0.19% +457 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,609 shares; 2024Q4: 3,844 shares; 2025Q1: 3,494 shares; 2025Q2: 3,725 shares; 2025Q3: 3,630 shares; 2025Q4: 2,978 shares 2,978 $499K 0.19% -652 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: 11,242 shares; 2024Q4: 12,145 shares; 2025Q1: 11,493 shares; 2025Q2: 11,104 shares; 2025Q3: 9,361 shares; 2025Q4: 9,200 shares 9,200 $496K 0.18% -161 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,429 shares; 2024Q4: 2,432 shares; 2025Q1: 2,212 shares; 2025Q2: 2,201 shares; 2025Q3: 2,046 shares; 2025Q4: 1,387 shares 1,387 $495K 0.18% -659 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 282 shares; 2025Q4: 730 shares 730 $492K 0.18% +448 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: 12,474 shares; 2024Q4: 13,124 shares; 2025Q1: 14,999 shares; 2025Q2: 16,377 shares; 2025Q3: 19,502 shares; 2025Q4: 19,751 shares 19,751 $491K 0.18% +249 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 760 shares; 2025Q1: 842 shares; 2025Q2: 984 shares; 2025Q3: 704 shares; 2025Q4: 747 shares 747 $488K 0.18% +43 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,113 shares; 2024Q4: 11,683 shares; 2025Q1: 10,816 shares; 2025Q2: 9,142 shares; 2025Q3: 8,823 shares; 2025Q4: 7,263 shares 7,263 $487K 0.18% -1,560 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,087 shares; 2024Q4: 7,873 shares; 2025Q1: 7,871 shares; 2025Q2: 8,032 shares; 2025Q3: 6,916 shares; 2025Q4: 5,656 shares 5,656 $484K 0.18% -1,260 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,210 shares; 2025Q1: 1,140 shares; 2025Q2: 1,155 shares; 2025Q3: 1,155 shares; 2025Q4: 1,874 shares 1,874 $480K 0.18% +719 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: 2,823 shares; 2024Q4: 2,957 shares; 2025Q1: 3,986 shares; 2025Q2: 4,423 shares; 2025Q3: 4,463 shares; 2025Q4: 3,805 shares 3,805 $477K 0.18% -658 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: 6,199 shares; 2024Q4: 6,427 shares; 2025Q1: 6,287 shares; 2025Q2: 6,372 shares; 2025Q3: 6,439 shares; 2025Q4: 4,959 shares 4,959 $476K 0.18% -1,480 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,592 shares; 2024Q4: 1,515 shares; 2025Q1: 1,342 shares; 2025Q2: 1,404 shares; 2025Q3: 1,396 shares; 2025Q4: 2,094 shares 2,094 $472K 0.18% +698 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: 993 shares; 2024Q4: 887 shares; 2025Q1: 783 shares; 2025Q2: 918 shares; 2025Q3: 986 shares; 2025Q4: 1,246 shares 1,246 $461K 0.17% +260 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: 409 shares; 2024Q4: 376 shares; 2025Q1: 424 shares; 2025Q2: 487 shares; 2025Q3: 423 shares; 2025Q4: 555 shares 555 $455K 0.17% +132 Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,661 shares; 2024Q4: 23,206 shares; 2025Q1: 22,787 shares; 2025Q2: 23,006 shares; 2025Q3: 21,475 shares; 2025Q4: 21,538 shares 21,538 $452K 0.17% +63 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 364 shares 364 $442K 0.16% new Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 727 shares; 2024Q4: 856 shares; 2025Q1: 1,097 shares; 2025Q2: 1,097 shares; 2025Q3: 1,029 shares; 2025Q4: 935 shares 935 $438K 0.16% -94 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: 2,165 shares; 2024Q4: 2,185 shares; 2025Q1: 1,952 shares; 2025Q2: 1,978 shares; 2025Q3: 1,929 shares; 2025Q4: 1,664 shares 1,664 $437K 0.16% -265 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,147 shares; 2024Q4: 1,227 shares; 2025Q1: 1,049 shares; 2025Q2: 1,108 shares; 2025Q3: 1,168 shares; 2025Q4: 1,498 shares 1,498 $435K 0.16% +330 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: 2,363 shares; 2024Q4: 2,140 shares; 2025Q1: 2,120 shares; 2025Q2: 1,788 shares; 2025Q3: 1,713 shares; 2025Q4: 1,902 shares 1,902 $433K 0.16% +189 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,838 shares 4,838 $433K 0.16% new Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,263 shares; 2024Q4: 1,286 shares; 2025Q1: 1,201 shares; 2025Q2: 1,128 shares; 2025Q3: 1,055 shares; 2025Q4: 879 shares 879 $431K 0.16% -176 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: 5,564 shares; 2024Q4: 5,729 shares; 2025Q1: 4,743 shares; 2025Q2: 5,119 shares; 2025Q3: 5,342 shares; 2025Q4: 5,338 shares 5,338 $429K 0.16% -4 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: 921 shares; 2024Q4: 857 shares; 2025Q1: 788 shares; 2025Q2: 821 shares; 2025Q3: 806 shares; 2025Q4: 674 shares 674 $420K 0.16% -132 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,990 shares; 2024Q4: 9,981 shares; 2025Q1: 10,306 shares; 2025Q2: 10,316 shares; 2025Q3: 10,096 shares; 2025Q4: 6,943 shares 6,943 $417K 0.15% -3,153 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: 10,326 shares; 2024Q4: not reported; 2025Q1: 11,022 shares; 2025Q2: 10,393 shares; 2025Q3: 10,832 shares; 2025Q4: 11,275 shares 11,275 $416K 0.15% +443 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: 7,555 shares; 2024Q4: 7,017 shares; 2025Q1: 7,208 shares; 2025Q2: 9,639 shares; 2025Q3: 9,341 shares; 2025Q4: 5,077 shares 5,077 $415K 0.15% -4,264 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,904 shares; 2024Q4: 1,969 shares; 2025Q1: 1,703 shares; 2025Q2: 1,715 shares; 2025Q3: 1,670 shares; 2025Q4: 1,593 shares 1,593 $410K 0.15% -77 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,338 shares; 2024Q4: not reported; 2025Q1: 5,481 shares; 2025Q2: 5,088 shares; 2025Q3: 5,023 shares; 2025Q4: 5,145 shares 5,145 $408K 0.15% +122 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 535 shares; 2025Q4: 796 shares 796 $406K 0.15% +261 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: not reported; 2024Q4: not reported; 2025Q1: 710 shares; 2025Q2: 710 shares; 2025Q3: 832 shares; 2025Q4: 1,022 shares 1,022 $405K 0.15% +190 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,347 shares; 2025Q3: 3,161 shares; 2025Q4: 4,169 shares 4,169 $393K 0.15% +1,008 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,951 shares 3,951 $392K 0.15% new 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: 294 shares; 2025Q1: 283 shares; 2025Q2: 312 shares; 2025Q3: 329 shares; 2025Q4: 365 shares 365 $391K 0.14% +36 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: 593 shares; 2024Q4: 480 shares; 2025Q1: 446 shares; 2025Q2: 517 shares; 2025Q3: 617 shares; 2025Q4: 505 shares 505 $390K 0.14% -112 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: 5,586 shares; 2024Q4: 5,641 shares; 2025Q1: 6,840 shares; 2025Q2: 9,009 shares; 2025Q3: 9,304 shares; 2025Q4: 3,124 shares 3,124 $385K 0.14% -6,180 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: 1,834 shares; 2024Q4: 1,980 shares; 2025Q1: 2,159 shares; 2025Q2: 2,368 shares; 2025Q3: 2,320 shares; 2025Q4: 2,359 shares 2,359 $378K 0.14% +39 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,090 shares; 2024Q4: 1,054 shares; 2025Q1: 1,057 shares; 2025Q2: 1,076 shares; 2025Q3: 1,041 shares; 2025Q4: 1,265 shares 1,265 $374K 0.14% +224 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: not reported; 2024Q4: not reported; 2025Q1: 3,017 shares; 2025Q2: 3,268 shares; 2025Q3: 3,343 shares; 2025Q4: 3,725 shares 3,725 $372K 0.14% +382 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,185 shares; 2024Q4: 1,150 shares; 2025Q1: 952 shares; 2025Q2: 974 shares; 2025Q3: 883 shares; 2025Q4: 875 shares 875 $369K 0.14% -8 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,637 shares; 2024Q4: 2,589 shares; 2025Q1: 2,315 shares; 2025Q2: 2,372 shares; 2025Q3: 2,524 shares; 2025Q4: 2,436 shares 2,436 $369K 0.14% -88 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,033 shares 1,033 $365K 0.14% new 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: 1,555 shares; 2024Q4: 1,631 shares; 2025Q1: 1,929 shares; 2025Q2: 2,237 shares; 2025Q3: 3,057 shares; 2025Q4: 1,715 shares 1,715 $364K 0.13% -1,342 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: 2,243 shares; 2024Q4: 2,264 shares; 2025Q1: not reported; 2025Q2: 1,028 shares; 2025Q3: not reported; 2025Q4: 1,858 shares 1,858 $362K 0.13% new 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: 693 shares; 2024Q4: 667 shares; 2025Q1: 748 shares; 2025Q2: 792 shares; 2025Q3: 753 shares; 2025Q4: 798 shares 798 $362K 0.13% +45 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,909 shares; 2024Q4: 4,358 shares; 2025Q1: 4,238 shares; 2025Q2: 4,308 shares; 2025Q3: 4,249 shares; 2025Q4: 4,683 shares 4,683 $359K 0.13% +434 Timeline ZWS ZURN ELKAY WATER SOLNS CORP More: the full row for ZURN ELKAY WATER SOLNS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,480 shares; 2024Q4: 14,487 shares; 2025Q1: 12,536 shares; 2025Q2: 12,121 shares; 2025Q3: 11,692 shares; 2025Q4: 7,578 shares 7,578 $352K 0.13% -4,114 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,744 shares; 2024Q4: 1,940 shares; 2025Q1: 2,355 shares; 2025Q2: 3,342 shares; 2025Q3: 4,501 shares; 2025Q4: 1,736 shares 1,736 $347K 0.13% -2,765 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: 773 shares; 2024Q4: 744 shares; 2025Q1: 504 shares; 2025Q2: 560 shares; 2025Q3: 750 shares; 2025Q4: 715 shares 715 $346K 0.13% -35 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,497 shares; 2025Q4: 2,143 shares 2,143 $345K 0.13% +646 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,594 shares; 2024Q4: 5,881 shares; 2025Q1: 5,418 shares; 2025Q2: 5,506 shares; 2025Q3: 5,474 shares; 2025Q4: 4,658 shares 4,658 $344K 0.13% -816 Timeline LII LENNOX INTL INC More: the full row for LENNOX INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,576 shares; 2024Q4: 1,483 shares; 2025Q1: 1,329 shares; 2025Q2: 1,029 shares; 2025Q3: 864 shares; 2025Q4: 701 shares 701 $340K 0.13% -163 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,906 shares; 2024Q4: 1,905 shares; 2025Q1: 1,826 shares; 2025Q2: 1,641 shares; 2025Q3: 1,231 shares; 2025Q4: 1,482 shares 1,482 $339K 0.13% +251 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,679 shares; 2024Q4: 6,628 shares; 2025Q1: 7,421 shares; 2025Q2: 7,522 shares; 2025Q3: 6,799 shares; 2025Q4: 6,671 shares 6,671 $339K 0.13% -128 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: 1,543 shares; 2024Q4: 1,786 shares; 2025Q1: 1,609 shares; 2025Q2: 1,445 shares; 2025Q3: 1,350 shares; 2025Q4: 1,239 shares 1,239 $338K 0.13% -111 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,131 shares; 2024Q4: 20,879 shares; 2025Q1: 18,855 shares; 2025Q2: 18,767 shares; 2025Q3: 17,140 shares; 2025Q4: 13,190 shares 13,190 $338K 0.13% -3,950 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,900 shares; 2024Q4: 1,612 shares; 2025Q1: 1,587 shares; 2025Q2: 1,756 shares; 2025Q3: 1,582 shares; 2025Q4: 1,402 shares 1,402 $337K 0.13% -180 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: not reported; 2024Q4: 862 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 695 shares 695 $329K 0.12% new 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: 1,135 shares; 2024Q4: 960 shares; 2025Q1: 780 shares; 2025Q2: 895 shares; 2025Q3: 850 shares; 2025Q4: 838 shares 838 $326K 0.12% -12 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,500 shares; 2024Q4: 2,435 shares; 2025Q1: 2,135 shares; 2025Q2: 3,008 shares; 2025Q3: 3,017 shares; 2025Q4: 2,033 shares 2,033 $324K 0.12% -984 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,842 shares; 2024Q4: 30,272 shares; 2025Q1: 27,924 shares; 2025Q2: 27,252 shares; 2025Q3: 25,435 shares; 2025Q4: 20,347 shares 20,347 $323K 0.12% -5,088 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: not reported; 2024Q4: 488 shares; 2025Q1: 495 shares; 2025Q2: 826 shares; 2025Q3: 675 shares; 2025Q4: 691 shares 691 $322K 0.12% +16 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: 2,165 shares; 2024Q4: 2,183 shares; 2025Q1: 2,018 shares; 2025Q2: 2,140 shares; 2025Q3: 1,607 shares; 2025Q4: 1,730 shares 1,730 $321K 0.12% +123 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: 9,078 shares; 2024Q4: 8,702 shares; 2025Q1: 8,260 shares; 2025Q2: 9,573 shares; 2025Q3: 9,326 shares; 2025Q4: 10,686 shares 10,686 $319K 0.12% +1,360 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,719 shares 1,719 $319K 0.12% new Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,540 shares; 2024Q4: 1,570 shares; 2025Q1: 1,393 shares; 2025Q2: 1,427 shares; 2025Q3: 1,392 shares; 2025Q4: 1,408 shares 1,408 $319K 0.12% +16 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: 2,081 shares; 2024Q4: 1,796 shares; 2025Q1: 1,830 shares; 2025Q2: 2,175 shares; 2025Q3: 2,035 shares; 2025Q4: 1,947 shares 1,947 $317K 0.12% -88 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,950 shares; 2024Q4: 4,020 shares; 2025Q1: 4,091 shares; 2025Q2: 4,025 shares; 2025Q3: 4,093 shares; 2025Q4: 3,050 shares 3,050 $314K 0.12% -1,043 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,474 shares; 2024Q4: 4,745 shares; 2025Q1: 5,054 shares; 2025Q2: 5,708 shares; 2025Q3: 5,815 shares; 2025Q4: 5,422 shares 5,422 $313K 0.12% -393 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: 2,805 shares; 2024Q4: 2,811 shares; 2025Q1: 2,651 shares; 2025Q2: 2,248 shares; 2025Q3: 2,194 shares; 2025Q4: 1,798 shares 1,798 $312K 0.12% -396 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: 1,459 shares; 2024Q4: 1,211 shares; 2025Q1: 1,144 shares; 2025Q2: 1,294 shares; 2025Q3: 1,094 shares; 2025Q4: 889 shares 889 $311K 0.12% -205 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: not reported; 2024Q4: not reported; 2025Q1: 608 shares; 2025Q2: not reported; 2025Q3: 789 shares; 2025Q4: 881 shares 881 $309K 0.11% +92 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: 772 shares; 2024Q4: 767 shares; 2025Q1: 782 shares; 2025Q2: 816 shares; 2025Q3: 883 shares; 2025Q4: 657 shares 657 $309K 0.11% -226 Timeline MSDL MORGAN STANLEY DIRECT LENDIN More: the full row for MORGAN STANLEY DIRECT LENDIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,068 shares; 2024Q4: 25,969 shares; 2025Q1: 36,028 shares; 2025Q2: 28,609 shares; 2025Q3: 25,130 shares; 2025Q4: 18,547 shares 18,547 $306K 0.11% -6,583 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,298 shares; 2025Q3: 1,278 shares; 2025Q4: 1,486 shares 1,486 $305K 0.11% +208 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: 252 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 371 shares 371 $300K 0.11% new Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,055 shares; 2024Q4: 2,056 shares; 2025Q1: 1,748 shares; 2025Q2: 1,759 shares; 2025Q3: 1,622 shares; 2025Q4: 1,344 shares 1,344 $300K 0.11% -278 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: 1,886 shares; 2024Q4: not reported; 2025Q1: 2,129 shares; 2025Q2: 2,105 shares; 2025Q3: 2,601 shares; 2025Q4: 2,538 shares 2,538 $297K 0.11% -63 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,349 shares 2,349 $296K 0.11% new 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: 598 shares; 2024Q4: 522 shares; 2025Q1: 662 shares; 2025Q2: 657 shares; 2025Q3: 695 shares; 2025Q4: 690 shares 690 $294K 0.11% -5 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,526 shares 2,526 $293K 0.11% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,669 shares 3,669 $290K 0.11% new Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,395 shares; 2024Q4: 5,301 shares; 2025Q1: 4,323 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,482 shares 1,482 $287K 0.11% new Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,456 shares; 2024Q4: 3,397 shares; 2025Q1: 2,957 shares; 2025Q2: 2,903 shares; 2025Q3: 2,118 shares; 2025Q4: 1,564 shares 1,564 $285K 0.11% -554 Timeline LDP COHEN & STEERS LTD DURATION More: the full row for COHEN & STEERS LTD DURATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,503 shares; 2024Q4: 17,265 shares; 2025Q1: 17,265 shares; 2025Q2: 16,565 shares; 2025Q3: 16,565 shares; 2025Q4: 13,290 shares 13,290 $281K 0.1% -3,275 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,104 shares 2,104 $279K 0.1% new 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: not reported; 2024Q4: not reported; 2025Q1: 69 shares; 2025Q2: 63 shares; 2025Q3: 63 shares; 2025Q4: 82 shares 82 $278K 0.1% +19 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,595 shares 1,595 $275K 0.1% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,074 shares; 2025Q4: 7,147 shares 7,147 $274K 0.1% -1,927 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,986 shares 1,986 $274K 0.1% new Timeline INSM INSMED INC More: the full row for INSMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,453 shares; 2025Q4: 1,573 shares 1,573 $274K 0.1% +120 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: 2,392 shares; 2024Q4: 1,619 shares; 2025Q1: 1,650 shares; 2025Q2: 2,157 shares; 2025Q3: 1,982 shares; 2025Q4: 1,690 shares 1,690 $274K 0.1% -292 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: 1,065 shares; 2024Q4: 1,420 shares; 2025Q1: 1,370 shares; 2025Q2: 1,455 shares; 2025Q3: 1,641 shares; 2025Q4: 1,183 shares 1,183 $274K 0.1% -458 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: 3,837 shares; 2024Q4: 3,857 shares; 2025Q1: 3,505 shares; 2025Q2: 3,445 shares; 2025Q3: 3,322 shares; 2025Q4: 3,424 shares 3,424 $270K 0.1% +102 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,074 shares; 2025Q1: 1,028 shares; 2025Q2: 1,079 shares; 2025Q3: 1,051 shares; 2025Q4: 963 shares 963 $269K 0.1% -88 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,368 shares; 2024Q4: 1,370 shares; 2025Q1: 1,334 shares; 2025Q2: 1,234 shares; 2025Q3: 1,198 shares; 2025Q4: 1,302 shares 1,302 $267K 0.1% +104 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,774 shares; 2024Q4: 1,719 shares; 2025Q1: 1,558 shares; 2025Q2: 1,534 shares; 2025Q3: 1,401 shares; 2025Q4: 1,158 shares 1,158 $265K 0.1% -243 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 412 shares; 2024Q4: 261 shares; 2025Q1: 244 shares; 2025Q2: 245 shares; 2025Q3: 227 shares; 2025Q4: 156 shares 156 $264K 0.1% -71 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: 11,870 shares; 2024Q4: 10,778 shares; 2025Q1: 10,032 shares; 2025Q2: 7,476 shares; 2025Q3: 7,440 shares; 2025Q4: 7,226 shares 7,226 $262K 0.1% -214 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,626 shares; 2024Q4: 5,233 shares; 2025Q1: 3,969 shares; 2025Q2: 4,185 shares; 2025Q3: 4,121 shares; 2025Q4: 2,965 shares 2,965 $262K 0.1% -1,156 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,270 shares 1,270 $261K 0.1% new Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,336 shares; 2025Q4: 5,930 shares 5,930 $258K 0.1% -406 Timeline VRP INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,551 shares; 2024Q4: 10,551 shares; 2025Q1: 10,551 shares; 2025Q2: 10,551 shares; 2025Q3: 10,551 shares; 2025Q4: 10,551 shares 10,551 $257K 0.1% 0 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 488 shares 488 $255K 0.09% new Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS 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: 749 shares 749 $255K 0.09% new Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,716 shares; 2024Q4: 14,009 shares; 2025Q1: 14,028 shares; 2025Q2: 13,967 shares; 2025Q3: 11,053 shares; 2025Q4: 9,601 shares 9,601 $253K 0.09% -1,452 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,118 shares; 2025Q3: 1,112 shares; 2025Q4: 1,144 shares 1,144 $251K 0.09% +32 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: 834 shares; 2024Q4: 859 shares; 2025Q1: 859 shares; 2025Q2: 859 shares; 2025Q3: 859 shares; 2025Q4: 859 shares 859 $249K 0.09% 0 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,366 shares; 2025Q4: 2,202 shares 2,202 $249K 0.09% -164 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,714 shares 1,714 $248K 0.09% new Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,333 shares; 2025Q3: 3,333 shares; 2025Q4: 3,333 shares 3,333 $247K 0.09% 0 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: 583 shares; 2025Q4: 620 shares 620 $247K 0.09% +37 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: 5,014 shares; 2024Q4: 3,849 shares; 2025Q1: 3,858 shares; 2025Q2: 2,924 shares; 2025Q3: 2,869 shares; 2025Q4: 2,927 shares 2,927 $246K 0.09% +58 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,894 shares; 2024Q4: 2,560 shares; 2025Q1: 1,895 shares; 2025Q2: 1,617 shares; 2025Q3: 2,299 shares; 2025Q4: 1,784 shares 1,784 $246K 0.09% -515 Timeline NGL NGL ENERGY PARTNERS LP More: the full row for NGL ENERGY PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,000 shares; 2024Q4: 23,000 shares; 2025Q1: 23,000 shares; 2025Q2: 23,000 shares; 2025Q3: 23,000 shares; 2025Q4: 24,500 shares 24,500 $245K 0.09% +1,500 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE 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: 1,315 shares; 2025Q3: 1,162 shares; 2025Q4: 1,230 shares 1,230 $244K 0.09% +68 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,237 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,906 shares 5,906 $244K 0.09% new Timeline CFR CULLEN FROST BANKERS INC More: the full row for CULLEN FROST BANKERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,547 shares; 2024Q4: 2,702 shares; 2025Q1: 2,618 shares; 2025Q2: 2,575 shares; 2025Q3: 2,386 shares; 2025Q4: 1,913 shares 1,913 $242K 0.09% -473 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 694 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 649 shares; 2025Q4: 767 shares 767 $240K 0.09% +118 Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,837 shares; 2024Q4: 4,843 shares; 2025Q1: 4,301 shares; 2025Q2: 4,191 shares; 2025Q3: 3,900 shares; 2025Q4: 2,651 shares 2,651 $239K 0.09% -1,249 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: 2,284 shares; 2024Q4: 2,697 shares; 2025Q1: not reported; 2025Q2: 3,735 shares; 2025Q3: 3,897 shares; 2025Q4: 3,734 shares 3,734 $238K 0.09% -163 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 860 shares 860 $237K 0.09% new Timeline BSY BENTLEY SYS INC More: the full row for BENTLEY SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,883 shares; 2024Q4: 12,271 shares; 2025Q1: 11,014 shares; 2025Q2: 10,829 shares; 2025Q3: 10,479 shares; 2025Q4: 6,164 shares 6,164 $235K 0.09% -4,315 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: 422 shares; 2024Q4: not reported; 2025Q1: 398 shares; 2025Q2: 427 shares; 2025Q3: 435 shares; 2025Q4: 410 shares 410 $234K 0.09% -25 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,483 shares; 2025Q4: 9,240 shares 9,240 $230K 0.09% -1,243 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: 655 shares; 2024Q4: 701 shares; 2025Q1: 827 shares; 2025Q2: 789 shares; 2025Q3: 762 shares; 2025Q4: 652 shares 652 $229K 0.08% -110 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: 3,261 shares; 2024Q4: 3,326 shares; 2025Q1: 3,043 shares; 2025Q2: 2,955 shares; 2025Q3: 2,827 shares; 2025Q4: 2,196 shares 2,196 $228K 0.08% -631 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 352 shares; 2025Q4: 360 shares 360 $226K 0.08% +8 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,640 shares; 2024Q4: 17,819 shares; 2025Q1: 15,334 shares; 2025Q2: 14,722 shares; 2025Q3: 12,592 shares; 2025Q4: 14,002 shares 14,002 $225K 0.08% +1,410 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 211 shares; 2025Q4: 208 shares 208 $223K 0.08% -3 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,603 shares 1,603 $221K 0.08% new Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,729 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,720 shares 1,720 $220K 0.08% new Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY 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: 362 shares 362 $219K 0.08% new Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 762 shares 762 $219K 0.08% new Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,387 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,209 shares; 2025Q4: 1,239 shares 1,239 $215K 0.08% +30 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 846 shares; 2025Q4: 1,053 shares 1,053 $214K 0.08% +207 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,315 shares 2,315 $214K 0.08% new Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,428 shares 1,428 $213K 0.08% new Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,511 shares; 2024Q4: 3,387 shares; 2025Q1: 4,115 shares; 2025Q2: 4,046 shares; 2025Q3: 4,026 shares; 2025Q4: 4,145 shares 4,145 $211K 0.08% +119 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,030 shares; 2025Q4: 1,967 shares 1,967 $207K 0.08% -63 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: 8,523 shares; 2025Q1: not reported; 2025Q2: 7,332 shares; 2025Q3: not reported; 2025Q4: 7,531 shares 7,531 $207K 0.08% new Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,870 shares; 2024Q4: 1,865 shares; 2025Q1: 1,688 shares; 2025Q2: 1,687 shares; 2025Q3: 1,608 shares; 2025Q4: 945 shares 945 $205K 0.08% -663 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,396 shares; 2024Q4: 6,795 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,568 shares 4,568 $205K 0.08% new Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,994 shares 2,994 $201K 0.07% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 741 shares 741 $201K 0.07% new Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,942 shares; 2024Q4: 19,292 shares; 2025Q1: 12,470 shares; 2025Q2: 16,131 shares; 2025Q3: 13,735 shares; 2025Q4: 13,986 shares 13,986 $201K 0.07% +251 Timeline