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: 384,535 shares; 2024Q4: 380,306 shares; 2025Q1: 384,487 shares; 2025Q2: 394,126 shares; 2025Q3: 379,752 shares; 2025Q4: 380,174 shares 380,174 $260M 7.2% +422 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,959,328 shares; 2024Q4: 3,006,914 shares; 2025Q1: 3,064,792 shares; 2025Q2: 3,120,846 shares; 2025Q3: 3,364,114 shares; 2025Q4: 3,549,570 shares 3,549,570 $222M 6.13% +185,456 Timeline NNI NELNET INC More: the full row for NELNET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,181,819 shares; 2024Q4: 1,187,527 shares; 2025Q1: 1,204,798 shares; 2025Q2: 1,202,262 shares; 2025Q3: 1,183,342 shares; 2025Q4: 1,184,351 shares 1,184,351 $157M 4.35% +1,009 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 983,872 shares; 2024Q4: 1,001,292 shares; 2025Q1: 1,037,914 shares; 2025Q2: 1,124,458 shares; 2025Q3: 1,151,423 shares; 2025Q4: 1,182,618 shares 1,182,618 $142M 3.93% +31,195 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: 273,072 shares; 2024Q4: 275,785 shares; 2025Q1: 272,979 shares; 2025Q2: 273,085 shares; 2025Q3: 259,399 shares; 2025Q4: 262,746 shares 262,746 $127M 3.51% +3,347 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: 1,528,869 shares; 2024Q4: 1,534,329 shares; 2025Q1: 1,595,279 shares; 2025Q2: 1,729,458 shares; 2025Q3: 1,772,453 shares; 2025Q4: 1,832,117 shares 1,832,117 $121M 3.34% +59,664 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: 468,522 shares; 2024Q4: 456,969 shares; 2025Q1: 451,282 shares; 2025Q2: 456,368 shares; 2025Q3: 436,385 shares; 2025Q4: 428,221 shares 428,221 $116M 3.22% -8,164 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,540,354 shares; 2024Q4: 1,558,534 shares; 2025Q1: 1,601,384 shares; 2025Q2: 1,658,374 shares; 2025Q3: 1,532,655 shares; 2025Q4: 1,434,195 shares 1,434,195 $77.1M 2.13% -98,460 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: 236,760 shares; 2024Q4: 243,632 shares; 2025Q1: 239,500 shares; 2025Q2: 230,743 shares; 2025Q3: 217,750 shares; 2025Q4: 214,094 shares 214,094 $74.1M 2.05% -3,656 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: 630,458 shares; 2024Q4: 745,174 shares; 2025Q1: 740,363 shares; 2025Q2: 769,282 shares; 2025Q3: 764,886 shares; 2025Q4: 787,867 shares 787,867 $58.4M 1.61% +22,981 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: 164,772 shares; 2024Q4: 166,835 shares; 2025Q1: 178,351 shares; 2025Q2: 191,940 shares; 2025Q3: 177,793 shares; 2025Q4: 179,643 shares 179,643 $56.2M 1.55% +1,850 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: 102,011 shares; 2024Q4: 100,919 shares; 2025Q1: 99,890 shares; 2025Q2: 100,030 shares; 2025Q3: 102,335 shares; 2025Q4: 102,852 shares 102,852 $51.7M 1.43% +517 Timeline SLQD 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: 1,012,704 shares; 2024Q4: 1,049,110 shares; 2025Q1: 1,031,220 shares; 2025Q2: 1,008,095 shares; 2025Q3: 988,006 shares; 2025Q4: 968,322 shares 968,322 $49.1M 1.36% -19,684 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: 166,561 shares; 2024Q4: 172,005 shares; 2025Q1: 164,365 shares; 2025Q2: 158,601 shares; 2025Q3: 169,224 shares; 2025Q4: 150,152 shares 150,152 $48.4M 1.34% -19,072 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: 414,271 shares; 2024Q4: 413,585 shares; 2025Q1: 392,031 shares; 2025Q2: 380,088 shares; 2025Q3: 355,321 shares; 2025Q4: 355,685 shares 355,685 $48.1M 1.33% +364 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: 480,266 shares; 2024Q4: 475,322 shares; 2025Q1: 460,356 shares; 2025Q2: 457,746 shares; 2025Q3: 437,564 shares; 2025Q4: 430,084 shares 430,084 $47.9M 1.32% -7,480 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: 48,004 shares; 2024Q4: 48,193 shares; 2025Q1: 47,223 shares; 2025Q2: 46,109 shares; 2025Q3: 44,637 shares; 2025Q4: 44,287 shares 44,287 $47.6M 1.32% -350 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: 144,452 shares; 2024Q4: 143,705 shares; 2025Q1: 144,273 shares; 2025Q2: 146,022 shares; 2025Q3: 142,269 shares; 2025Q4: 143,502 shares 143,502 $45M 1.24% +1,233 Timeline WCC WESCO INTL INC More: the full row for WESCO INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 194,979 shares; 2024Q4: 195,731 shares; 2025Q1: 189,911 shares; 2025Q2: 193,277 shares; 2025Q3: 178,219 shares; 2025Q4: 178,723 shares 178,723 $43.7M 1.21% +504 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: 206,367 shares; 2024Q4: 204,598 shares; 2025Q1: 204,793 shares; 2025Q2: 202,553 shares; 2025Q3: 192,064 shares; 2025Q4: 191,121 shares 191,121 $40.9M 1.13% -943 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: 227,415 shares; 2024Q4: 227,848 shares; 2025Q1: 230,996 shares; 2025Q2: 218,040 shares; 2025Q3: 200,716 shares; 2025Q4: 204,543 shares 204,543 $39.9M 1.1% +3,827 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: 126,936 shares; 2024Q4: 131,650 shares; 2025Q1: 135,650 shares; 2025Q2: 150,191 shares; 2025Q3: 134,693 shares; 2025Q4: 151,881 shares 151,881 $35.1M 0.97% +17,188 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: 73,697 shares; 2024Q4: 66,488 shares; 2025Q1: 155,294 shares; 2025Q2: 190,027 shares; 2025Q3: 172,387 shares; 2025Q4: 178,466 shares 178,466 $33.3M 0.92% +6,079 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: 162,339 shares; 2024Q4: 161,888 shares; 2025Q1: 162,381 shares; 2025Q2: 169,051 shares; 2025Q3: 157,108 shares; 2025Q4: 156,431 shares 156,431 $32.4M 0.89% -677 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: 276,117 shares; 2024Q4: 268,448 shares; 2025Q1: 269,824 shares; 2025Q2: 273,413 shares; 2025Q3: 263,220 shares; 2025Q4: 265,450 shares 265,450 $31.9M 0.88% +2,230 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: 133,669 shares; 2024Q4: 132,050 shares; 2025Q1: 128,795 shares; 2025Q2: 130,540 shares; 2025Q3: 126,247 shares; 2025Q4: 125,618 shares 125,618 $30.3M 0.84% -629 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52 shares; 2024Q4: 50 shares; 2025Q1: 46 shares; 2025Q2: 46 shares; 2025Q3: 40 shares; 2025Q4: 38 shares 38 $28.7M 0.79% -2 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: 31,348 shares; 2024Q4: 31,165 shares; 2025Q1: 31,193 shares; 2025Q2: 31,479 shares; 2025Q3: 31,626 shares; 2025Q4: 31,920 shares 31,920 $28.1M 0.78% +294 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: 83,884 shares; 2024Q4: 86,962 shares; 2025Q1: 96,489 shares; 2025Q2: 101,911 shares; 2025Q3: 89,943 shares; 2025Q4: 91,680 shares 91,680 $27.9M 0.77% +1,737 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 193,006 shares; 2024Q4: 191,231 shares; 2025Q1: 189,600 shares; 2025Q2: 189,657 shares; 2025Q3: 181,507 shares; 2025Q4: 181,856 shares 181,856 $24.1M 0.67% +349 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: 174,192 shares; 2024Q4: 172,867 shares; 2025Q1: 173,645 shares; 2025Q2: 181,021 shares; 2025Q3: 166,277 shares; 2025Q4: 164,843 shares 164,843 $23.7M 0.65% -1,434 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: 72,449 shares; 2024Q4: 74,047 shares; 2025Q1: 74,530 shares; 2025Q2: 72,321 shares; 2025Q3: 67,430 shares; 2025Q4: 66,872 shares 66,872 $23.5M 0.65% -558 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: 315,773 shares; 2024Q4: 316,152 shares; 2025Q1: 315,659 shares; 2025Q2: 313,249 shares; 2025Q3: 302,794 shares; 2025Q4: 302,120 shares 302,120 $23.3M 0.64% -674 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: 34,680 shares; 2024Q4: 34,320 shares; 2025Q1: 33,936 shares; 2025Q2: 37,013 shares; 2025Q3: 37,115 shares; 2025Q4: 36,368 shares 36,368 $22.8M 0.63% -747 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: 183,281 shares; 2024Q4: 182,516 shares; 2025Q1: 179,412 shares; 2025Q2: 173,817 shares; 2025Q3: 173,634 shares; 2025Q4: 172,482 shares 172,482 $21.6M 0.6% -1,152 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: 394,286 shares; 2024Q4: 393,821 shares; 2025Q1: 390,356 shares; 2025Q2: 408,611 shares; 2025Q3: 386,102 shares; 2025Q4: 390,379 shares 390,379 $21.5M 0.59% +4,277 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: 118,158 shares; 2024Q4: 117,907 shares; 2025Q1: 115,936 shares; 2025Q2: 116,500 shares; 2025Q3: 116,139 shares; 2025Q4: 115,429 shares 115,429 $21.2M 0.58% -710 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: 89,502 shares; 2024Q4: 89,045 shares; 2025Q1: 88,175 shares; 2025Q2: 85,784 shares; 2025Q3: 83,693 shares; 2025Q4: 84,711 shares 84,711 $20.5M 0.57% +1,018 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: 71,660 shares; 2024Q4: 71,398 shares; 2025Q1: 72,072 shares; 2025Q2: 70,819 shares; 2025Q3: 68,005 shares; 2025Q4: 66,766 shares 66,766 $20.4M 0.56% -1,239 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: 62,067 shares; 2024Q4: 62,025 shares; 2025Q1: 61,438 shares; 2025Q2: 65,753 shares; 2025Q3: 61,930 shares; 2025Q4: 61,587 shares 61,587 $20.3M 0.56% -343 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: 276,713 shares; 2024Q4: 266,371 shares; 2025Q1: 262,344 shares; 2025Q2: 266,774 shares; 2025Q3: 249,736 shares; 2025Q4: 254,994 shares 254,994 $20.2M 0.56% +5,258 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: 147,086 shares; 2024Q4: 147,268 shares; 2025Q1: 144,664 shares; 2025Q2: 144,911 shares; 2025Q3: 138,611 shares; 2025Q4: 133,984 shares 133,984 $19.2M 0.53% -4,627 Timeline VCSH 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: 219,560 shares; 2024Q4: 235,888 shares; 2025Q1: 238,138 shares; 2025Q2: 252,138 shares; 2025Q3: 208,660 shares; 2025Q4: 238,760 shares 238,760 $19M 0.53% +30,100 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: 89,166 shares; 2024Q4: 87,373 shares; 2025Q1: 86,734 shares; 2025Q2: 84,301 shares; 2025Q3: 81,407 shares; 2025Q4: 79,928 shares 79,928 $18.5M 0.51% -1,479 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: 91,090 shares; 2024Q4: 90,356 shares; 2025Q1: 88,781 shares; 2025Q2: 86,593 shares; 2025Q3: 84,543 shares; 2025Q4: 80,766 shares 80,766 $18.5M 0.51% -3,777 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,105 shares; 2024Q4: 73,746 shares; 2025Q1: 73,642 shares; 2025Q2: 72,974 shares; 2025Q3: 73,032 shares; 2025Q4: 72,416 shares 72,416 $17.8M 0.49% -616 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: 107,661 shares; 2024Q4: 106,267 shares; 2025Q1: 103,890 shares; 2025Q2: 103,868 shares; 2025Q3: 102,616 shares; 2025Q4: 101,689 shares 101,689 $17.6M 0.49% -927 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,392 shares; 2024Q4: 72,018 shares; 2025Q1: 72,925 shares; 2025Q2: 74,225 shares; 2025Q3: 71,617 shares; 2025Q4: 69,988 shares 69,988 $17.3M 0.48% -1,629 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: 40,173 shares; 2024Q4: 81,720 shares; 2025Q1: 90,524 shares; 2025Q2: 96,053 shares; 2025Q3: 90,643 shares; 2025Q4: 92,978 shares 92,978 $17.1M 0.47% +2,335 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: 119,660 shares; 2024Q4: 119,097 shares; 2025Q1: 119,633 shares; 2025Q2: 119,856 shares; 2025Q3: 121,778 shares; 2025Q4: 109,020 shares 109,020 $16.6M 0.46% -12,758 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,633 shares; 2024Q4: 89,573 shares; 2025Q1: 88,405 shares; 2025Q2: 87,036 shares; 2025Q3: 86,330 shares; 2025Q4: 84,078 shares 84,078 $16.4M 0.45% -2,252 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: 158,215 shares; 2024Q4: 158,427 shares; 2025Q1: 155,348 shares; 2025Q2: 157,918 shares; 2025Q3: 146,985 shares; 2025Q4: 143,238 shares 143,238 $16.3M 0.45% -3,747 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 331,695 shares; 2024Q4: 334,605 shares; 2025Q1: 333,386 shares; 2025Q2: 335,992 shares; 2025Q3: 302,214 shares; 2025Q4: 321,170 shares 321,170 $15.9M 0.44% +18,956 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,251 shares; 2024Q4: 41,386 shares; 2025Q1: 41,284 shares; 2025Q2: 38,292 shares; 2025Q3: 35,101 shares; 2025Q4: 34,931 shares 34,931 $15.5M 0.43% -170 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: 195,158 shares; 2024Q4: 208,926 shares; 2025Q1: 209,726 shares; 2025Q2: 211,398 shares; 2025Q3: 196,111 shares; 2025Q4: 194,933 shares 194,933 $15.4M 0.43% -1,178 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: 32,852 shares; 2024Q4: 32,195 shares; 2025Q1: 31,742 shares; 2025Q2: 31,742 shares; 2025Q3: 31,492 shares; 2025Q4: 31,242 shares 31,242 $15.3M 0.42% -250 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: 17,212 shares; 2024Q4: 16,936 shares; 2025Q1: 17,264 shares; 2025Q2: 17,270 shares; 2025Q3: 17,475 shares; 2025Q4: 17,484 shares 17,484 $15.1M 0.42% +9 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: 244,738 shares; 2024Q4: 251,543 shares; 2025Q1: 265,368 shares; 2025Q2: 325,101 shares; 2025Q3: 282,538 shares; 2025Q4: 282,217 shares 282,217 $15.1M 0.42% -321 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,257 shares; 2024Q4: 73,057 shares; 2025Q1: 72,292 shares; 2025Q2: 72,155 shares; 2025Q3: 69,051 shares; 2025Q4: 68,416 shares 68,416 $15M 0.42% -635 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: 12,913 shares; 2025Q1: 12,967 shares; 2025Q2: 14,817 shares; 2025Q3: 13,938 shares; 2025Q4: 14,042 shares 14,042 $15M 0.42% +104 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: 1,110 shares; 2024Q4: 1,060 shares; 2025Q1: 1,138 shares; 2025Q2: 48,440 shares; 2025Q3: 51,301 shares; 2025Q4: 56,630 shares 56,630 $15M 0.41% +5,329 Timeline ICLR ICON PUB LTD CO More: the full row for ICON PUB LTD CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,080 shares; 2024Q4: 83,511 shares; 2025Q1: 85,392 shares; 2025Q2: 87,573 shares; 2025Q3: 80,038 shares; 2025Q4: 80,575 shares 80,575 $14.7M 0.41% +537 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: 193,398 shares; 2024Q4: 192,820 shares; 2025Q1: 179,541 shares; 2025Q2: 174,622 shares; 2025Q3: 163,561 shares; 2025Q4: 156,911 shares 156,911 $14.6M 0.4% -6,650 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: 26,992 shares; 2024Q4: 26,806 shares; 2025Q1: 26,463 shares; 2025Q2: 26,587 shares; 2025Q3: 26,481 shares; 2025Q4: 25,136 shares 25,136 $14.4M 0.4% -1,345 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: 122,166 shares; 2024Q4: 117,152 shares; 2025Q1: 116,810 shares; 2025Q2: 115,559 shares; 2025Q3: 115,509 shares; 2025Q4: 115,390 shares 115,390 $14.2M 0.39% -119 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,709 shares; 2024Q4: 86,707 shares; 2025Q1: 85,707 shares; 2025Q2: 83,318 shares; 2025Q3: 79,507 shares; 2025Q4: 78,712 shares 78,712 $14.2M 0.39% -795 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: 44,546 shares; 2024Q4: 44,536 shares; 2025Q1: 44,354 shares; 2025Q2: 43,270 shares; 2025Q3: 40,673 shares; 2025Q4: 40,325 shares 40,325 $14.2M 0.39% -348 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 152,496 shares; 2024Q4: 151,414 shares; 2025Q1: 142,923 shares; 2025Q2: 130,582 shares; 2025Q3: 130,062 shares; 2025Q4: 124,559 shares 124,559 $13.7M 0.38% -5,503 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: 33,855 shares; 2024Q4: 33,762 shares; 2025Q1: 33,367 shares; 2025Q2: 32,692 shares; 2025Q3: 31,567 shares; 2025Q4: 31,547 shares 31,547 $13.5M 0.37% -20 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 313,639 shares; 2024Q4: 310,336 shares; 2025Q1: 300,359 shares; 2025Q2: 294,383 shares; 2025Q3: 275,327 shares; 2025Q4: 280,005 shares 280,005 $13.4M 0.37% +4,678 Timeline GNMA 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: 183,335 shares; 2024Q4: 217,347 shares; 2025Q1: 240,127 shares; 2025Q2: 251,648 shares; 2025Q3: 266,935 shares; 2025Q4: 299,939 shares 299,939 $13.4M 0.37% +33,004 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 192,204 shares; 2024Q4: 190,878 shares; 2025Q1: 184,759 shares; 2025Q2: 187,235 shares; 2025Q3: 178,684 shares; 2025Q4: 178,006 shares 178,006 $13.1M 0.36% -678 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 154,611 shares; 2024Q4: 170,877 shares; 2025Q1: 171,586 shares; 2025Q2: 173,010 shares; 2025Q3: 151,758 shares; 2025Q4: 162,343 shares 162,343 $13.1M 0.36% +10,585 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: 137,858 shares; 2024Q4: 136,536 shares; 2025Q1: 136,078 shares; 2025Q2: 137,494 shares; 2025Q3: 136,306 shares; 2025Q4: 135,856 shares 135,856 $13.1M 0.36% -450 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 201,132 shares; 2024Q4: 201,732 shares; 2025Q1: 201,586 shares; 2025Q2: 201,586 shares; 2025Q3: 162,586 shares; 2025Q4: 163,786 shares 163,786 $12.9M 0.36% +1,200 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: 87,673 shares; 2024Q4: 87,715 shares; 2025Q1: 86,552 shares; 2025Q2: 85,431 shares; 2025Q3: 85,271 shares; 2025Q4: 83,899 shares 83,899 $12.9M 0.36% -1,372 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,780 shares; 2024Q4: 93,720 shares; 2025Q1: 93,748 shares; 2025Q2: 93,028 shares; 2025Q3: 93,629 shares; 2025Q4: 93,501 shares 93,501 $12.8M 0.35% -128 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: 5,030 shares; 2025Q1: 13,482 shares; 2025Q2: 14,130 shares; 2025Q3: 11,731 shares; 2025Q4: 11,920 shares 11,920 $12.8M 0.35% +189 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: 194,101 shares; 2024Q4: 196,586 shares; 2025Q1: 203,542 shares; 2025Q2: 219,289 shares; 2025Q3: 200,194 shares; 2025Q4: 199,229 shares 199,229 $12.7M 0.35% -965 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: 103,200 shares; 2024Q4: 102,885 shares; 2025Q1: 102,885 shares; 2025Q2: 101,885 shares; 2025Q3: 101,110 shares; 2025Q4: 100,395 shares 100,395 $12.6M 0.35% -715 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: 2,242 shares; 2024Q4: 2,362 shares; 2025Q1: 2,379 shares; 2025Q2: 2,391 shares; 2025Q3: 2,383 shares; 2025Q4: 18,577 shares 18,577 $12.3M 0.34% +16,194 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: 131,278 shares; 2024Q4: 133,748 shares; 2025Q1: 135,781 shares; 2025Q2: 135,642 shares; 2025Q3: 123,142 shares; 2025Q4: 116,482 shares 116,482 $12.3M 0.34% -6,660 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,535 shares; 2024Q4: 80,535 shares; 2025Q1: 80,535 shares; 2025Q2: 79,085 shares; 2025Q3: 75,585 shares; 2025Q4: 74,725 shares 74,725 $12.2M 0.34% -860 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: 50,425 shares; 2024Q4: 49,950 shares; 2025Q1: 48,542 shares; 2025Q2: 48,326 shares; 2025Q3: 48,365 shares; 2025Q4: 46,598 shares 46,598 $12M 0.33% -1,767 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,344 shares; 2024Q4: 121,291 shares; 2025Q1: 130,962 shares; 2025Q2: 153,141 shares; 2025Q3: 114,275 shares; 2025Q4: 125,469 shares 125,469 $11.9M 0.33% +11,194 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: 138,524 shares; 2024Q4: 136,722 shares; 2025Q1: 136,366 shares; 2025Q2: 141,290 shares; 2025Q3: 142,172 shares; 2025Q4: 140,742 shares 140,742 $11.9M 0.33% -1,430 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: 71,077 shares; 2024Q4: 70,852 shares; 2025Q1: 70,794 shares; 2025Q2: 69,887 shares; 2025Q3: 69,281 shares; 2025Q4: 67,821 shares 67,821 $11.6M 0.32% -1,460 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: 278,123 shares; 2024Q4: 271,249 shares; 2025Q1: 283,854 shares; 2025Q2: 306,677 shares; 2025Q3: 279,282 shares; 2025Q4: 272,390 shares 272,390 $11.1M 0.31% -6,892 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,932 shares; 2024Q4: 134,341 shares; 2025Q1: 137,553 shares; 2025Q2: 138,782 shares; 2025Q3: 123,745 shares; 2025Q4: 125,707 shares 125,707 $10.7M 0.3% +1,962 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: 36,377 shares; 2024Q4: 34,284 shares; 2025Q1: 32,521 shares; 2025Q2: 31,239 shares; 2025Q3: 31,042 shares; 2025Q4: 30,996 shares 30,996 $10.7M 0.29% -46 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: 61,542 shares; 2024Q4: 63,388 shares; 2025Q1: 63,177 shares; 2025Q2: 65,027 shares; 2025Q3: 56,705 shares; 2025Q4: 56,455 shares 56,455 $9.8M 0.27% -250 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: 71,876 shares; 2024Q4: 71,885 shares; 2025Q1: 58,737 shares; 2025Q2: 57,843 shares; 2025Q3: 51,043 shares; 2025Q4: 50,162 shares 50,162 $9.79M 0.27% -881 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: 185,316 shares; 2024Q4: 197,391 shares; 2025Q1: 198,343 shares; 2025Q2: 198,261 shares; 2025Q3: 177,656 shares; 2025Q4: 175,097 shares 175,097 $9.43M 0.26% -2,559 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 247,093 shares; 2024Q4: 246,397 shares; 2025Q1: 246,386 shares; 2025Q2: 239,436 shares; 2025Q3: 227,115 shares; 2025Q4: 228,305 shares 228,305 $9.39M 0.26% +1,190 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: 105,777 shares; 2024Q4: 107,029 shares; 2025Q1: 105,114 shares; 2025Q2: 101,078 shares; 2025Q3: 101,198 shares; 2025Q4: 99,698 shares 99,698 $9.33M 0.26% -1,500 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: 38,973 shares; 2024Q4: 38,933 shares; 2025Q1: 37,220 shares; 2025Q2: 37,390 shares; 2025Q3: 37,047 shares; 2025Q4: 37,029 shares 37,029 $9.12M 0.25% -18 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: 109,927 shares; 2024Q4: 120,769 shares; 2025Q1: 130,635 shares; 2025Q2: 139,733 shares; 2025Q3: 115,719 shares; 2025Q4: 112,722 shares 112,722 $9.05M 0.25% -2,997 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: 9,935 shares; 2024Q4: 9,713 shares; 2025Q1: 9,265 shares; 2025Q2: 9,163 shares; 2025Q3: 9,117 shares; 2025Q4: 8,674 shares 8,674 $8.75M 0.24% -443 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: 12,829 shares; 2024Q4: 12,843 shares; 2025Q1: 12,843 shares; 2025Q2: 12,524 shares; 2025Q3: 12,706 shares; 2025Q4: 12,536 shares 12,536 $8.55M 0.24% -170 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 163,582 shares; 2024Q4: 163,157 shares; 2025Q1: 161,087 shares; 2025Q2: 160,495 shares; 2025Q3: 147,704 shares; 2025Q4: 145,547 shares 145,547 $8.5M 0.23% -2,157 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: 25,538 shares; 2024Q4: 26,938 shares; 2025Q1: 26,058 shares; 2025Q2: 25,756 shares; 2025Q3: 25,582 shares; 2025Q4: 25,487 shares 25,487 $8.34M 0.23% -95 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: 2,850 shares; 2024Q4: 2,850 shares; 2025Q1: 103,040 shares; 2025Q2: 107,057 shares; 2025Q3: 98,134 shares; 2025Q4: 100,861 shares 100,861 $8.24M 0.23% +2,727 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: 38,804 shares; 2024Q4: 38,494 shares; 2025Q1: 38,549 shares; 2025Q2: 39,523 shares; 2025Q3: 35,573 shares; 2025Q4: 35,523 shares 35,523 $8.13M 0.22% -50 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,070 shares; 2024Q4: 74,508 shares; 2025Q1: 71,321 shares; 2025Q2: 72,091 shares; 2025Q3: 71,106 shares; 2025Q4: 80,194 shares 80,194 $8.01M 0.22% +9,088 Timeline BAH BOOZ ALLEN HAMILTON HLDG COR More: the full row for BOOZ ALLEN HAMILTON HLDG COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,666 shares; 2024Q4: 62,102 shares; 2025Q1: 104,597 shares; 2025Q2: 107,868 shares; 2025Q3: 97,046 shares; 2025Q4: 94,570 shares 94,570 $7.98M 0.22% -2,476 Timeline ATR APTARGROUP INC More: the full row for APTARGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,879 shares; 2024Q4: 55,419 shares; 2025Q1: 63,222 shares; 2025Q2: 66,913 shares; 2025Q3: 61,513 shares; 2025Q4: 64,811 shares 64,811 $7.9M 0.22% +3,298 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: 116,359 shares; 2024Q4: 114,411 shares; 2025Q1: 112,826 shares; 2025Q2: 116,112 shares; 2025Q3: 114,937 shares; 2025Q4: 112,544 shares 112,544 $7.87M 0.22% -2,393 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: 79,659 shares; 2024Q4: 85,480 shares; 2025Q1: 88,295 shares; 2025Q2: 91,159 shares; 2025Q3: 78,577 shares; 2025Q4: 66,677 shares 66,677 $7.78M 0.22% -11,900 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: 30,383 shares; 2024Q4: 30,108 shares; 2025Q1: 30,282 shares; 2025Q2: 29,582 shares; 2025Q3: 26,882 shares; 2025Q4: 26,045 shares 26,045 $7.71M 0.21% -837 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,155 shares; 2024Q4: 26,155 shares; 2025Q1: 26,155 shares; 2025Q2: 26,153 shares; 2025Q3: 26,153 shares; 2025Q4: 26,153 shares 26,153 $7.55M 0.21% 0 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,033 shares; 2024Q4: 48,676 shares; 2025Q1: 48,811 shares; 2025Q2: 49,517 shares; 2025Q3: 46,174 shares; 2025Q4: 47,855 shares 47,855 $7.4M 0.2% +1,681 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: 66,976 shares; 2024Q4: 66,976 shares; 2025Q1: 65,465 shares; 2025Q2: 63,486 shares; 2025Q3: 63,486 shares; 2025Q4: 63,496 shares 63,496 $7.32M 0.2% +10 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 55,562 shares; 2025Q1: 62,157 shares; 2025Q2: 65,786 shares; 2025Q3: 57,041 shares; 2025Q4: 58,574 shares 58,574 $7.01M 0.19% +1,533 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: 61,968 shares; 2024Q4: 65,193 shares; 2025Q1: 66,393 shares; 2025Q2: 66,696 shares; 2025Q3: 57,163 shares; 2025Q4: 55,233 shares 55,233 $6.47M 0.18% -1,930 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,758 shares; 2024Q4: 74,758 shares; 2025Q1: 74,758 shares; 2025Q2: 74,758 shares; 2025Q3: 74,719 shares; 2025Q4: 74,719 shares 74,719 $6.25M 0.17% 0 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 410,537 shares; 2024Q4: 415,553 shares; 2025Q1: 415,735 shares; 2025Q2: 412,018 shares; 2025Q3: 388,438 shares; 2025Q4: 204,658 shares 204,658 $6.12M 0.17% -183,780 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,681 shares; 2024Q4: 39,168 shares; 2025Q1: 38,024 shares; 2025Q2: 41,844 shares; 2025Q3: 41,200 shares; 2025Q4: 43,138 shares 43,138 $6.1M 0.17% +1,938 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,737 shares; 2024Q4: 43,737 shares; 2025Q1: 43,761 shares; 2025Q2: 43,589 shares; 2025Q3: 43,323 shares; 2025Q4: 43,199 shares 43,199 $6.09M 0.17% -124 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112,124 shares; 2024Q4: 120,243 shares; 2025Q1: 123,524 shares; 2025Q2: 129,523 shares; 2025Q3: 103,316 shares; 2025Q4: 107,458 shares 107,458 $6.06M 0.17% +4,142 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,507 shares; 2024Q4: 82,503 shares; 2025Q1: 81,253 shares; 2025Q2: 81,964 shares; 2025Q3: 83,140 shares; 2025Q4: 88,890 shares 88,890 $5.97M 0.16% +5,750 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: 55,193 shares; 2024Q4: 40,504 shares; 2025Q1: 35,856 shares; 2025Q2: 32,808 shares; 2025Q3: 30,124 shares; 2025Q4: 28,853 shares 28,853 $5.92M 0.16% -1,271 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,049 shares; 2024Q4: 16,826 shares; 2025Q1: 14,753 shares; 2025Q2: 15,246 shares; 2025Q3: 15,122 shares; 2025Q4: 14,989 shares 14,989 $5.83M 0.16% -133 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: 16,602 shares; 2024Q4: 16,602 shares; 2025Q1: 16,602 shares; 2025Q2: 16,602 shares; 2025Q3: 16,602 shares; 2025Q4: 21,488 shares 21,488 $5.64M 0.16% +4,886 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,481 shares; 2024Q4: 17,481 shares; 2025Q1: 17,481 shares; 2025Q2: 17,481 shares; 2025Q3: 17,311 shares; 2025Q4: 17,311 shares 17,311 $5.59M 0.15% 0 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: 3,303 shares; 2024Q4: 3,190 shares; 2025Q1: 14,237 shares; 2025Q2: 12,395 shares; 2025Q3: 12,224 shares; 2025Q4: 12,244 shares 12,244 $5.51M 0.15% +20 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: 5,614 shares; 2024Q4: 5,604 shares; 2025Q1: 5,633 shares; 2025Q2: 5,638 shares; 2025Q3: 5,665 shares; 2025Q4: 57,650 shares 57,650 $5.41M 0.15% +51,985 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: 45,763 shares; 2024Q4: 45,297 shares; 2025Q1: 40,541 shares; 2025Q2: 38,891 shares; 2025Q3: 38,425 shares; 2025Q4: 37,858 shares 37,858 $5.22M 0.14% -567 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: 135,126 shares; 2024Q4: 135,126 shares; 2025Q1: 134,626 shares; 2025Q2: 134,657 shares; 2025Q3: 134,612 shares; 2025Q4: 134,609 shares 134,609 $5.17M 0.14% -3 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,869 shares; 2024Q4: 41,484 shares; 2025Q1: 39,909 shares; 2025Q2: 40,902 shares; 2025Q3: 40,730 shares; 2025Q4: 40,680 shares 40,680 $5M 0.14% -50 Timeline ATI ATI INC More: the full row for ATI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,110 shares; 2024Q4: 55,110 shares; 2025Q1: 54,822 shares; 2025Q2: 47,809 shares; 2025Q3: 44,307 shares; 2025Q4: 42,111 shares 42,111 $4.83M 0.13% -2,196 Timeline FTS FORTIS INC More: the full row for FORTIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,234 shares; 2024Q4: 89,681 shares; 2025Q1: 87,289 shares; 2025Q2: 87,847 shares; 2025Q3: 89,458 shares; 2025Q4: 91,790 shares 91,790 $4.77M 0.13% +2,332 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: 207,912 shares; 2024Q4: 200,710 shares; 2025Q1: 195,453 shares; 2025Q2: 192,317 shares; 2025Q3: 190,612 shares; 2025Q4: 185,615 shares 185,615 $4.62M 0.13% -4,997 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: 39,165 shares; 2024Q4: 37,994 shares; 2025Q1: 37,469 shares; 2025Q2: 37,465 shares; 2025Q3: 37,517 shares; 2025Q4: 35,799 shares 35,799 $4.62M 0.13% -1,718 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,484 shares; 2024Q4: 56,018 shares; 2025Q1: 56,027 shares; 2025Q2: 55,211 shares; 2025Q3: 52,968 shares; 2025Q4: 47,251 shares 47,251 $4.62M 0.13% -5,717 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,669 shares; 2024Q4: 19,752 shares; 2025Q1: 19,688 shares; 2025Q2: 18,782 shares; 2025Q3: 18,648 shares; 2025Q4: 20,220 shares 20,220 $4.44M 0.12% +1,572 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,163 shares; 2024Q4: 44,685 shares; 2025Q1: 44,248 shares; 2025Q2: 45,432 shares; 2025Q3: 45,459 shares; 2025Q4: 45,262 shares 45,262 $4.35M 0.12% -197 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,232 shares; 2024Q4: 44,222 shares; 2025Q1: 43,563 shares; 2025Q2: 42,982 shares; 2025Q3: 42,982 shares; 2025Q4: 42,816 shares 42,816 $4.12M 0.11% -166 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 159,402 shares; 2024Q4: 153,915 shares; 2025Q1: 132,312 shares; 2025Q2: 128,795 shares; 2025Q3: 118,844 shares; 2025Q4: 55,751 shares 55,751 $3.87M 0.11% -63,093 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,689 shares; 2024Q4: 39,622 shares; 2025Q1: 38,853 shares; 2025Q2: 38,798 shares; 2025Q3: 36,705 shares; 2025Q4: 42,036 shares 42,036 $3.72M 0.1% +5,331 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,839 shares; 2024Q4: 24,112 shares; 2025Q1: 21,989 shares; 2025Q2: 22,630 shares; 2025Q3: 19,570 shares; 2025Q4: 18,996 shares 18,996 $3.69M 0.1% -574 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,485 shares; 2024Q4: 15,459 shares; 2025Q1: 15,359 shares; 2025Q2: 14,753 shares; 2025Q3: 14,396 shares; 2025Q4: 14,196 shares 14,196 $3.66M 0.1% -200 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,861 shares; 2024Q4: 43,411 shares; 2025Q1: 45,436 shares; 2025Q2: 42,386 shares; 2025Q3: 37,133 shares; 2025Q4: 35,664 shares 35,664 $3.6M 0.1% -1,469 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,643 shares; 2024Q4: 41,732 shares; 2025Q1: 41,484 shares; 2025Q2: 44,345 shares; 2025Q3: 40,789 shares; 2025Q4: 40,589 shares 40,589 $3.55M 0.1% -200 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: 9,455 shares; 2024Q4: 9,455 shares; 2025Q1: 9,352 shares; 2025Q2: 9,332 shares; 2025Q3: 9,308 shares; 2025Q4: 10,441 shares 10,441 $3.5M 0.1% +1,133 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: 226 shares; 2024Q4: 224 shares; 2025Q1: 224 shares; 2025Q2: 4,643 shares; 2025Q3: 5,723 shares; 2025Q4: 6,306 shares 6,306 $3.3M 0.09% +583 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: 9,202 shares; 2024Q4: 9,130 shares; 2025Q1: 9,519 shares; 2025Q2: 9,586 shares; 2025Q3: 9,504 shares; 2025Q4: 9,570 shares 9,570 $3.25M 0.09% +66 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: 71,648 shares; 2024Q4: 70,756 shares; 2025Q1: 67,384 shares; 2025Q2: 59,679 shares; 2025Q3: 60,218 shares; 2025Q4: 59,788 shares 59,788 $3.22M 0.09% -430 Timeline BKH BLACK HILLS CORP More: the full row for BLACK HILLS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,107 shares; 2024Q4: 56,627 shares; 2025Q1: 50,024 shares; 2025Q2: 47,498 shares; 2025Q3: 47,364 shares; 2025Q4: 45,978 shares 45,978 $3.19M 0.09% -1,386 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: 31,518 shares; 2024Q4: 31,518 shares; 2025Q1: 31,018 shares; 2025Q2: 30,018 shares; 2025Q3: 29,518 shares; 2025Q4: 29,518 shares 29,518 $3.11M 0.09% 0 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,263 shares; 2024Q4: 31,263 shares; 2025Q1: 30,763 shares; 2025Q2: 30,227 shares; 2025Q3: 29,977 shares; 2025Q4: 24,358 shares 24,358 $3.06M 0.08% -5,619 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: 11,748 shares; 2024Q4: 11,698 shares; 2025Q1: 11,698 shares; 2025Q2: 11,230 shares; 2025Q3: 11,230 shares; 2025Q4: 10,480 shares 10,480 $3.03M 0.08% -750 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,229 shares; 2024Q4: 33,401 shares; 2025Q1: 37,592 shares; 2025Q2: 40,071 shares; 2025Q3: 40,158 shares; 2025Q4: 40,803 shares 40,803 $2.96M 0.08% +645 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: 20,350 shares; 2025Q1: 19,900 shares; 2025Q2: 19,250 shares; 2025Q3: 16,650 shares; 2025Q4: 16,520 shares 16,520 $2.83M 0.08% -130 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: 9,089 shares; 2024Q4: 9,141 shares; 2025Q1: 9,134 shares; 2025Q2: 9,203 shares; 2025Q3: 9,659 shares; 2025Q4: 9,645 shares 9,645 $2.8M 0.08% -14 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,289 shares; 2024Q4: 76,093 shares; 2025Q1: 71,358 shares; 2025Q2: 64,824 shares; 2025Q3: 63,122 shares; 2025Q4: 59,390 shares 59,390 $2.76M 0.08% -3,732 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,935 shares; 2024Q4: 5,935 shares; 2025Q1: 5,835 shares; 2025Q2: 22,489 shares; 2025Q3: 22,157 shares; 2025Q4: 25,293 shares 25,293 $2.55M 0.07% +3,136 Timeline ITOT 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: 16,714 shares; 2024Q4: 16,762 shares; 2025Q1: 16,975 shares; 2025Q2: 16,981 shares; 2025Q3: 17,017 shares; 2025Q4: 17,027 shares 17,027 $2.53M 0.07% +10 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: 18,516 shares; 2024Q4: 17,979 shares; 2025Q1: 16,848 shares; 2025Q2: 16,920 shares; 2025Q3: 16,213 shares; 2025Q4: 15,813 shares 15,813 $2.53M 0.07% -400 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: 6,417 shares; 2024Q4: 6,413 shares; 2025Q1: 6,428 shares; 2025Q2: 4,716 shares; 2025Q3: 4,715 shares; 2025Q4: 4,377 shares 4,377 $2.5M 0.07% -338 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: 5,013 shares; 2024Q4: 5,013 shares; 2025Q1: 5,017 shares; 2025Q2: 5,021 shares; 2025Q3: 5,021 shares; 2025Q4: 5,021 shares 5,021 $2.44M 0.07% 0 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,515 shares; 2024Q4: 33,581 shares; 2025Q1: 30,089 shares; 2025Q2: 24,182 shares; 2025Q3: 24,017 shares; 2025Q4: 23,445 shares 23,445 $2.4M 0.07% -572 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: 1,170 shares; 2024Q4: 1,130 shares; 2025Q1: 1,126 shares; 2025Q2: 1,051 shares; 2025Q3: 706 shares; 2025Q4: 691 shares 691 $2.34M 0.06% -15 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: 10,549 shares; 2024Q4: 10,608 shares; 2025Q1: 10,498 shares; 2025Q2: 10,457 shares; 2025Q3: 10,527 shares; 2025Q4: 10,452 shares 10,452 $2.27M 0.06% -75 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: 29,348 shares; 2024Q4: 28,227 shares; 2025Q1: 27,189 shares; 2025Q2: 26,059 shares; 2025Q3: 23,982 shares; 2025Q4: 22,841 shares 22,841 $2.27M 0.06% -1,141 Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,970 shares; 2024Q4: 40,970 shares; 2025Q1: 40,970 shares; 2025Q2: 40,968 shares; 2025Q3: 40,968 shares; 2025Q4: 40,918 shares 40,918 $2.26M 0.06% -50 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: 36,368 shares; 2024Q4: 35,853 shares; 2025Q1: 33,903 shares; 2025Q2: 33,177 shares; 2025Q3: 33,070 shares; 2025Q4: 28,008 shares 28,008 $2.21M 0.06% -5,062 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,827 shares; 2024Q4: 22,798 shares; 2025Q1: 22,792 shares; 2025Q2: 22,791 shares; 2025Q3: 22,938 shares; 2025Q4: 22,759 shares 22,759 $2.2M 0.06% -179 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: 3,909 shares; 2024Q4: 4,082 shares; 2025Q1: 4,096 shares; 2025Q2: 3,870 shares; 2025Q3: 3,871 shares; 2025Q4: 3,775 shares 3,775 $2.19M 0.06% -96 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,208 shares; 2024Q4: 101,148 shares; 2025Q1: 100,258 shares; 2025Q2: 103,112 shares; 2025Q3: 93,633 shares; 2025Q4: 89,835 shares 89,835 $2.18M 0.06% -3,798 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,089 shares; 2024Q4: 11,858 shares; 2025Q1: 11,858 shares; 2025Q2: 11,858 shares; 2025Q3: 11,858 shares; 2025Q4: 11,858 shares 11,858 $2.15M 0.06% 0 Timeline FRT FEDERAL RLTY INVT TR NEW More: the full row for FEDERAL RLTY INVT TR NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49 shares; 2024Q4: 49 shares; 2025Q1: 49 shares; 2025Q2: 49 shares; 2025Q3: 49 shares; 2025Q4: 21,108 shares 21,108 $2.13M 0.06% +21,059 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,669 shares; 2024Q4: 38,049 shares; 2025Q1: 38,049 shares; 2025Q2: 37,969 shares; 2025Q3: 37,933 shares; 2025Q4: 37,693 shares 37,693 $2.06M 0.06% -240 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,048 shares; 2024Q4: 20,093 shares; 2025Q1: 20,694 shares; 2025Q2: 22,196 shares; 2025Q3: 21,393 shares; 2025Q4: 19,879 shares 19,879 $2.04M 0.06% -1,514 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,530 shares; 2024Q4: 9,503 shares; 2025Q1: 9,503 shares; 2025Q2: 9,453 shares; 2025Q3: 9,453 shares; 2025Q4: 9,433 shares 9,433 $2M 0.06% -20 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: 6,304 shares; 2024Q4: 6,253 shares; 2025Q1: 6,273 shares; 2025Q2: 6,273 shares; 2025Q3: 5,773 shares; 2025Q4: 5,773 shares 5,773 $1.78M 0.05% 0 Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,801 shares; 2024Q4: 14,241 shares; 2025Q1: 16,669 shares; 2025Q2: 17,833 shares; 2025Q3: 18,083 shares; 2025Q4: 15,437 shares 15,437 $1.7M 0.05% -2,646 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: 49,535 shares; 2024Q4: 48,535 shares; 2025Q1: 48,535 shares; 2025Q2: 45,477 shares; 2025Q3: 45,657 shares; 2025Q4: 45,657 shares 45,657 $1.66M 0.05% 0 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: 8,034 shares; 2024Q4: 8,248 shares; 2025Q1: 8,034 shares; 2025Q2: 8,034 shares; 2025Q3: 8,034 shares; 2025Q4: 8,034 shares 8,034 $1.6M 0.04% 0 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,256 shares; 2024Q4: 12,259 shares; 2025Q1: 12,259 shares; 2025Q2: 11,741 shares; 2025Q3: 11,741 shares; 2025Q4: 11,741 shares 11,741 $1.55M 0.04% 0 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,638 shares; 2024Q4: 11,638 shares; 2025Q1: 11,638 shares; 2025Q2: 11,637 shares; 2025Q3: 11,867 shares; 2025Q4: 11,638 shares 11,638 $1.53M 0.04% -229 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: 8,261 shares; 2024Q4: 8,067 shares; 2025Q1: 8,041 shares; 2025Q2: 7,725 shares; 2025Q3: 7,695 shares; 2025Q4: 7,193 shares 7,193 $1.53M 0.04% -502 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: 80,695 shares; 2024Q4: 79,488 shares; 2025Q1: 77,643 shares; 2025Q2: 77,864 shares; 2025Q3: 62,944 shares; 2025Q4: 59,362 shares 59,362 $1.47M 0.04% -3,582 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: 3,625 shares; 2024Q4: 3,625 shares; 2025Q1: 3,662 shares; 2025Q2: 3,952 shares; 2025Q3: 4,102 shares; 2025Q4: 3,711 shares 3,711 $1.47M 0.04% -391 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: 9,774 shares; 2024Q4: 9,739 shares; 2025Q1: 9,739 shares; 2025Q2: 9,739 shares; 2025Q3: 9,739 shares; 2025Q4: 9,389 shares 9,389 $1.42M 0.04% -350 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: 9,270 shares; 2024Q4: 9,270 shares; 2025Q1: 9,000 shares; 2025Q2: 9,200 shares; 2025Q3: 8,847 shares; 2025Q4: 8,847 shares 8,847 $1.42M 0.04% 0 Timeline AMCOR PLC AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,125 shares; 2024Q4: 6,125 shares; 2025Q1: 6,125 shares; 2025Q2: 6,175 shares; 2025Q3: 7,225 shares; 2025Q4: 160,123 shares 160,123 $1.34M 0.04% +152,898 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: 2,729 shares; 2024Q4: 2,729 shares; 2025Q1: 2,631 shares; 2025Q2: 2,631 shares; 2025Q3: 2,851 shares; 2025Q4: 2,629 shares 2,629 $1.28M 0.04% -222 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,853 shares; 2024Q4: 1,851 shares; 2025Q1: 1,852 shares; 2025Q2: 1,917 shares; 2025Q3: 1,967 shares; 2025Q4: 1,925 shares 1,925 $1.26M 0.03% -42 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: 6,973 shares; 2024Q4: 6,973 shares; 2025Q1: 6,993 shares; 2025Q2: 7,035 shares; 2025Q3: 7,049 shares; 2025Q4: 6,473 shares 6,473 $1.2M 0.03% -576 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,726 shares; 2024Q4: 3,931 shares; 2025Q1: 3,931 shares; 2025Q2: 3,817 shares; 2025Q3: 3,813 shares; 2025Q4: 3,758 shares 3,758 $1.2M 0.03% -55 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: 2,755 shares; 2024Q4: 2,755 shares; 2025Q1: 2,218 shares; 2025Q2: 2,218 shares; 2025Q3: 2,303 shares; 2025Q4: 2,305 shares 2,305 $1.18M 0.03% +2 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,080 shares; 2024Q4: 14,075 shares; 2025Q1: 14,045 shares; 2025Q2: 13,486 shares; 2025Q3: 13,491 shares; 2025Q4: 13,490 shares 13,490 $1.18M 0.03% -1 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,176 shares; 2024Q4: 14,587 shares; 2025Q1: 14,587 shares; 2025Q2: 14,536 shares; 2025Q3: 14,552 shares; 2025Q4: 14,336 shares 14,336 $1.16M 0.03% -216 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,066 shares; 2024Q4: 24,066 shares; 2025Q1: 24,066 shares; 2025Q2: 23,831 shares; 2025Q3: 23,831 shares; 2025Q4: 23,831 shares 23,831 $1.12M 0.03% 0 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: 2,897 shares; 2024Q4: 3,003 shares; 2025Q1: 2,609 shares; 2025Q2: 2,609 shares; 2025Q3: 2,609 shares; 2025Q4: 2,359 shares 2,359 $1.12M 0.03% -250 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,046 shares; 2024Q4: 7,641 shares; 2025Q1: 7,255 shares; 2025Q2: 5,543 shares; 2025Q3: 5,543 shares; 2025Q4: 5,293 shares 5,293 $1.11M 0.03% -250 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: 8,861 shares; 2024Q4: 8,861 shares; 2025Q1: 8,861 shares; 2025Q2: 8,648 shares; 2025Q3: 8,648 shares; 2025Q4: 8,478 shares 8,478 $1.04M 0.03% -170 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: 3,866 shares; 2024Q4: 3,866 shares; 2025Q1: 3,422 shares; 2025Q2: 3,372 shares; 2025Q3: 3,272 shares; 2025Q4: 3,002 shares 3,002 $1.01M 0.03% -270 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,124 shares; 2024Q4: 7,124 shares; 2025Q1: 7,124 shares; 2025Q2: 7,124 shares; 2025Q3: 7,124 shares; 2025Q4: 7,124 shares 7,124 $1M 0.03% 0 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,025 shares; 2024Q4: 16,150 shares; 2025Q1: 16,276 shares; 2025Q2: 16,325 shares; 2025Q3: 16,335 shares; 2025Q4: 16,345 shares 16,345 $988K 0.03% +10 Timeline VOE 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: 4,728 shares; 2024Q4: 4,728 shares; 2025Q1: 5,164 shares; 2025Q2: 5,109 shares; 2025Q3: 5,427 shares; 2025Q4: 5,427 shares 5,427 $963K 0.03% 0 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,900 shares; 2024Q4: 41,868 shares; 2025Q1: 35,586 shares; 2025Q2: 35,022 shares; 2025Q3: 35,022 shares; 2025Q4: 35,022 shares 35,022 $961K 0.03% 0 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,910 shares; 2024Q4: 73,910 shares; 2025Q1: 73,910 shares; 2025Q2: 70,435 shares; 2025Q3: 70,285 shares; 2025Q4: 53,535 shares 53,535 $923K 0.03% -16,750 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,051 shares; 2024Q4: 3,038 shares; 2025Q1: 3,038 shares; 2025Q2: 3,262 shares; 2025Q3: 3,262 shares; 2025Q4: 3,262 shares 3,262 $911K 0.03% 0 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,209 shares; 2024Q4: 5,200 shares; 2025Q1: 5,100 shares; 2025Q2: 4,820 shares; 2025Q3: 4,520 shares; 2025Q4: 4,469 shares 4,469 $907K 0.03% -51 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,498 shares; 2024Q4: 28,802 shares; 2025Q1: 20,234 shares; 2025Q2: 19,667 shares; 2025Q3: 18,192 shares; 2025Q4: 17,139 shares 17,139 $906K 0.03% -1,053 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,350 shares; 2024Q4: 6,350 shares; 2025Q1: 6,350 shares; 2025Q2: 6,350 shares; 2025Q3: 6,460 shares; 2025Q4: 6,350 shares 6,350 $896K 0.02% -110 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: 9,927 shares; 2024Q4: 8,188 shares; 2025Q1: 6,660 shares; 2025Q2: 6,546 shares; 2025Q3: 6,056 shares; 2025Q4: 5,991 shares 5,991 $893K 0.02% -65 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: 18,139 shares; 2024Q4: 18,139 shares; 2025Q1: 15,639 shares; 2025Q2: 14,139 shares; 2025Q3: 14,139 shares; 2025Q4: 14,154 shares 14,154 $851K 0.02% +15 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,851 shares; 2024Q4: 18,639 shares; 2025Q1: 16,002 shares; 2025Q2: 14,710 shares; 2025Q3: 14,630 shares; 2025Q4: 14,520 shares 14,520 $851K 0.02% -110 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,952 shares; 2024Q4: 2,914 shares; 2025Q1: 2,854 shares; 2025Q2: 2,854 shares; 2025Q3: 2,856 shares; 2025Q4: 5,691 shares 5,691 $819K 0.02% +2,835 Timeline TEX TEREX CORP NEW More: the full row for TEREX CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,303 shares; 2024Q4: 15,303 shares; 2025Q1: 15,285 shares; 2025Q2: 15,288 shares; 2025Q3: 15,291 shares; 2025Q4: 15,294 shares 15,294 $816K 0.02% +3 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: 13,606 shares; 2024Q4: 13,406 shares; 2025Q1: 13,206 shares; 2025Q2: 13,673 shares; 2025Q3: 12,923 shares; 2025Q4: 12,923 shares 12,923 $745K 0.02% 0 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,830 shares; 2024Q4: 8,758 shares; 2025Q1: 8,755 shares; 2025Q2: 8,155 shares; 2025Q3: 8,155 shares; 2025Q4: 8,005 shares 8,005 $720K 0.02% -150 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: 949 shares; 2024Q4: 949 shares; 2025Q1: 949 shares; 2025Q2: 944 shares; 2025Q3: 944 shares; 2025Q4: 944 shares 944 $712K 0.02% 0 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,766 shares; 2024Q4: 4,766 shares; 2025Q1: 4,631 shares; 2025Q2: 4,631 shares; 2025Q3: 4,630 shares; 2025Q4: 3,480 shares 3,480 $701K 0.02% -1,150 Timeline RAL RALLIANT CORP More: the full row for RALLIANT 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: 13,656 shares; 2025Q3: 13,709 shares; 2025Q4: 13,659 shares 13,659 $695K 0.02% -50 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,326 shares; 2024Q4: 21,304 shares; 2025Q1: 21,304 shares; 2025Q2: 21,304 shares; 2025Q3: 21,304 shares; 2025Q4: 21,304 shares 21,304 $695K 0.02% 0 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,006 shares; 2024Q4: 4,006 shares; 2025Q1: 3,967 shares; 2025Q2: 3,947 shares; 2025Q3: 3,942 shares; 2025Q4: 3,941 shares 3,941 $694K 0.02% -1 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,419 shares; 2024Q4: 65,325 shares; 2025Q1: 62,322 shares; 2025Q2: 65,238 shares; 2025Q3: 53,784 shares; 2025Q4: 29,345 shares 29,345 $686K 0.02% -24,439 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,426 shares; 2024Q4: 5,626 shares; 2025Q1: 5,626 shares; 2025Q2: 5,976 shares; 2025Q3: 5,876 shares; 2025Q4: 8,472 shares 8,472 $684K 0.02% +2,596 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,055 shares; 2024Q4: 9,055 shares; 2025Q1: 9,279 shares; 2025Q2: 9,279 shares; 2025Q3: 9,279 shares; 2025Q4: 9,279 shares 9,279 $682K 0.02% 0 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,659 shares; 2024Q4: 1,742 shares; 2025Q1: 3,623 shares; 2025Q2: 3,687 shares; 2025Q3: 3,557 shares; 2025Q4: 3,557 shares 3,557 $679K 0.02% 0 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,285 shares; 2024Q4: 4,285 shares; 2025Q1: 4,185 shares; 2025Q2: 4,085 shares; 2025Q3: 3,935 shares; 2025Q4: 3,839 shares 3,839 $666K 0.02% -96 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,562 shares; 2024Q4: 6,330 shares; 2025Q1: 5,910 shares; 2025Q2: 5,808 shares; 2025Q3: 5,808 shares; 2025Q4: 5,813 shares 5,813 $652K 0.02% +5 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: 3,817 shares; 2024Q4: 3,817 shares; 2025Q1: 3,817 shares; 2025Q2: 7,037 shares; 2025Q3: 7,527 shares; 2025Q4: 7,222 shares 7,222 $646K 0.02% -305 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,283 shares; 2024Q4: 2,283 shares; 2025Q1: 2,283 shares; 2025Q2: 2,283 shares; 2025Q3: 2,283 shares; 2025Q4: 2,200 shares 2,200 $633K 0.02% -83 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: 127 shares; 2024Q4: 127 shares; 2025Q1: 127 shares; 2025Q2: 116 shares; 2025Q3: 116 shares; 2025Q4: 117 shares 117 $627K 0.02% +1 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: 1,610 shares; 2024Q4: 1,574 shares; 2025Q1: 1,574 shares; 2025Q2: 1,297 shares; 2025Q3: 1,294 shares; 2025Q4: 1,294 shares 1,294 $602K 0.02% 0 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,349 shares; 2024Q4: 74,302 shares; 2025Q1: 68,604 shares; 2025Q2: 64,519 shares; 2025Q3: 17,992 shares; 2025Q4: 16,137 shares 16,137 $595K 0.02% -1,855 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: 4,916 shares; 2024Q4: 4,916 shares; 2025Q1: 5,116 shares; 2025Q2: 5,116 shares; 2025Q3: 5,116 shares; 2025Q4: 5,116 shares 5,116 $594K 0.02% 0 Timeline SAFE SAFEHOLD INC More: the full row for SAFEHOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,202 shares; 2024Q4: 100,335 shares; 2025Q1: 65,616 shares; 2025Q2: 60,646 shares; 2025Q3: 45,142 shares; 2025Q4: 43,347 shares 43,347 $593K 0.02% -1,795 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,080 shares 12,080 $587K 0.02% new Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,500 shares; 2024Q4: 14,485 shares; 2025Q1: 12,508 shares; 2025Q2: 11,982 shares; 2025Q3: 12,242 shares; 2025Q4: 11,860 shares 11,860 $584K 0.02% -382 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: 1,355 shares; 2024Q4: 1,354 shares; 2025Q1: 1,215 shares; 2025Q2: 1,215 shares; 2025Q3: 1,185 shares; 2025Q4: 1,185 shares 1,185 $573K 0.02% 0 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,133 shares; 2024Q4: 4,133 shares; 2025Q1: 4,133 shares; 2025Q2: 4,133 shares; 2025Q3: 4,133 shares; 2025Q4: 4,133 shares 4,133 $565K 0.02% 0 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,073 shares; 2024Q4: 1,093 shares; 2025Q1: 717 shares; 2025Q2: 743 shares; 2025Q3: 885 shares; 2025Q4: 885 shares 885 $544K 0.02% 0 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE 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: 7,756 shares 7,756 $506K 0.01% new Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,567 shares 7,567 $495K 0.01% new Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,852 shares; 2024Q4: 14,260 shares; 2025Q1: 13,155 shares; 2025Q2: 10,215 shares; 2025Q3: 10,060 shares; 2025Q4: 9,685 shares 9,685 $484K 0.01% -375 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,915 shares; 2024Q4: 10,915 shares; 2025Q1: 10,915 shares; 2025Q2: 10,915 shares; 2025Q3: 10,915 shares; 2025Q4: 10,915 shares 10,915 $484K 0.01% 0 Timeline UMBF UMB FINL CORP More: the full row for UMB FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,018 shares; 2024Q4: 4,018 shares; 2025Q1: 4,038 shares; 2025Q2: 4,053 shares; 2025Q3: 4,058 shares; 2025Q4: 4,058 shares 4,058 $467K 0.01% 0 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,690 shares; 2024Q4: 8,690 shares; 2025Q1: 8,690 shares; 2025Q2: 8,690 shares; 2025Q3: 8,690 shares; 2025Q4: 8,742 shares 8,742 $467K 0.01% +52 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,294 shares; 2024Q4: 3,294 shares; 2025Q1: 3,294 shares; 2025Q2: 3,294 shares; 2025Q3: 3,294 shares; 2025Q4: 3,294 shares 3,294 $465K 0.01% 0 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,140 shares; 2024Q4: 3,220 shares; 2025Q1: 3,211 shares; 2025Q2: 2,960 shares; 2025Q3: 2,300 shares; 2025Q4: 2,285 shares 2,285 $464K 0.01% -15 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: 1,000 shares; 2024Q4: 2,340 shares; 2025Q1: 2,332 shares; 2025Q2: 2,412 shares; 2025Q3: 2,477 shares; 2025Q4: 2,557 shares 2,557 $455K 0.01% +80 Timeline PIPR PIPER SANDLER COS More: the full row for PIPER SANDLER COS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,510 shares; 2024Q4: 1,410 shares; 2025Q1: 1,410 shares; 2025Q2: 1,410 shares; 2025Q3: 1,410 shares; 2025Q4: 1,310 shares 1,310 $445K 0.01% -100 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,470 shares; 2024Q4: 9,470 shares; 2025Q1: 9,470 shares; 2025Q2: 9,540 shares; 2025Q3: 9,470 shares; 2025Q4: 9,470 shares 9,470 $443K 0.01% 0 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,000 shares; 2024Q4: 5,110 shares; 2025Q1: 5,110 shares; 2025Q2: 4,560 shares; 2025Q3: 4,560 shares; 2025Q4: 4,531 shares 4,531 $427K 0.01% -29 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,252 shares; 2024Q4: 4,252 shares; 2025Q1: 4,195 shares; 2025Q2: 4,205 shares; 2025Q3: 4,205 shares; 2025Q4: 4,205 shares 4,205 $420K 0.01% 0 Timeline VKTX VIKING THERAPEUTICS INC More: the full row for VIKING THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,650 shares; 2024Q4: 13,650 shares; 2025Q1: 12,625 shares; 2025Q2: 12,625 shares; 2025Q3: 12,625 shares; 2025Q4: 11,875 shares 11,875 $418K 0.01% -750 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,615 shares; 2024Q4: 3,615 shares; 2025Q1: 3,615 shares; 2025Q2: 3,615 shares; 2025Q3: 3,615 shares; 2025Q4: 3,615 shares 3,615 $412K 0.01% 0 Timeline WERN WERNER ENTERPRISES INC More: the full row for WERNER ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,588 shares; 2024Q4: 13,588 shares; 2025Q1: 13,588 shares; 2025Q2: 13,588 shares; 2025Q3: 13,588 shares; 2025Q4: 13,588 shares 13,588 $408K 0.01% 0 Timeline SAIC SCIENCE APPLICATIONS INTL CO More: the full row for SCIENCE APPLICATIONS INTL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,064 shares; 2024Q4: 7,984 shares; 2025Q1: 4,036 shares; 2025Q2: 4,040 shares; 2025Q3: 4,040 shares; 2025Q4: 4,040 shares 4,040 $407K 0.01% 0 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,040 shares; 2024Q4: 5,040 shares; 2025Q1: 4,758 shares; 2025Q2: 4,736 shares; 2025Q3: 4,711 shares; 2025Q4: 4,696 shares 4,696 $392K 0.01% -15 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,642 shares; 2024Q4: 5,642 shares; 2025Q1: 5,642 shares; 2025Q2: 5,642 shares; 2025Q3: 5,642 shares; 2025Q4: 8,463 shares 8,463 $388K 0.01% +2,821 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 675 shares; 2024Q4: 675 shares; 2025Q1: 637 shares; 2025Q2: 637 shares; 2025Q3: 637 shares; 2025Q4: 637 shares 637 $384K 0.01% 0 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: 1,587 shares; 2024Q4: 1,487 shares; 2025Q1: 1,569 shares; 2025Q2: 1,569 shares; 2025Q3: 1,569 shares; 2025Q4: 1,469 shares 1,469 $378K 0.01% -100 Timeline KNX KNIGHT-SWIFT TRANSN HLDGS IN More: the full row for KNIGHT-SWIFT TRANSN HLDGS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,063 shares; 2024Q4: 8,063 shares; 2025Q1: 7,116 shares; 2025Q2: 7,135 shares; 2025Q3: 7,135 shares; 2025Q4: 7,143 shares 7,143 $373K 0.01% +8 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,646 shares; 2024Q4: 24,646 shares; 2025Q1: 24,646 shares; 2025Q2: 24,646 shares; 2025Q3: 24,546 shares; 2025Q4: 22,546 shares 22,546 $372K 0.01% -2,000 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,629 shares; 2024Q4: 13,818 shares; 2025Q1: 13,818 shares; 2025Q2: 13,818 shares; 2025Q3: 13,817 shares; 2025Q4: 13,717 shares 13,717 $372K 0.01% -100 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: 2,824 shares; 2024Q4: 2,889 shares; 2025Q1: 2,869 shares; 2025Q2: 2,559 shares; 2025Q3: 2,502 shares; 2025Q4: 2,332 shares 2,332 $359K 0.01% -170 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,726 shares; 2024Q4: 2,726 shares; 2025Q1: 2,726 shares; 2025Q2: 2,719 shares; 2025Q3: 2,719 shares; 2025Q4: 2,719 shares 2,719 $351K 0.01% 0 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,596 shares; 2024Q4: 13,563 shares; 2025Q1: 13,563 shares; 2025Q2: 13,320 shares; 2025Q3: 13,320 shares; 2025Q4: 12,945 shares 12,945 $348K 0.01% -375 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: 890 shares; 2025Q1: 1,059 shares; 2025Q2: 1,051 shares; 2025Q3: 1,046 shares; 2025Q4: 941 shares 941 $348K 0.01% -105 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,793 shares; 2024Q4: 13,703 shares; 2025Q1: 13,639 shares; 2025Q2: 9,503 shares; 2025Q3: 9,503 shares; 2025Q4: 9,176 shares 9,176 $333K 0.01% -327 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,236 shares; 2024Q4: 2,236 shares; 2025Q1: 2,236 shares; 2025Q2: 2,236 shares; 2025Q3: 2,236 shares; 2025Q4: 2,621 shares 2,621 $327K 0.01% +385 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: 1,136 shares; 2024Q4: 1,221 shares; 2025Q1: 1,221 shares; 2025Q2: 1,221 shares; 2025Q3: 1,220 shares; 2025Q4: 1,182 shares 1,182 $323K 0.01% -38 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: 1,108 shares; 2024Q4: 1,108 shares; 2025Q1: 1,108 shares; 2025Q2: 1,108 shares; 2025Q3: 1,108 shares; 2025Q4: 1,108 shares 1,108 $321K 0.01% 0 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,561 shares; 2024Q4: 3,561 shares; 2025Q1: 3,561 shares; 2025Q2: 3,561 shares; 2025Q3: 3,561 shares; 2025Q4: 7,122 shares 7,122 $318K 0.01% +3,561 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,175 shares; 2024Q4: 2,175 shares; 2025Q1: 1,755 shares; 2025Q2: 1,757 shares; 2025Q3: 1,757 shares; 2025Q4: 1,764 shares 1,764 $310K 0.01% +7 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,285 shares; 2024Q4: 7,280 shares; 2025Q1: 7,179 shares; 2025Q2: 6,106 shares; 2025Q3: 5,856 shares; 2025Q4: 3,699 shares 3,699 $301K 0.01% -2,157 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,350 shares; 2024Q4: 10,450 shares; 2025Q1: 9,950 shares; 2025Q2: 9,950 shares; 2025Q3: 9,950 shares; 2025Q4: 9,950 shares 9,950 $294K 0.01% 0 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,246 shares; 2024Q4: 8,516 shares; 2025Q1: 6,516 shares; 2025Q2: 6,500 shares; 2025Q3: 6,500 shares; 2025Q4: 6,500 shares 6,500 $294K 0.01% 0 Timeline PII POLARIS INC More: the full row for POLARIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,544 shares; 2024Q4: 8,458 shares; 2025Q1: 5,700 shares; 2025Q2: 4,911 shares; 2025Q3: 4,660 shares; 2025Q4: 4,591 shares 4,591 $290K 0.01% -69 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,499 shares; 2024Q4: 3,041 shares; 2025Q1: 3,026 shares; 2025Q2: 3,329 shares; 2025Q3: 1,765 shares; 2025Q4: 1,241 shares 1,241 $282K 0.01% -524 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,133 shares; 2024Q4: 5,133 shares; 2025Q1: 5,133 shares; 2025Q2: 5,133 shares; 2025Q3: 5,343 shares; 2025Q4: 5,133 shares 5,133 $281K 0.01% -210 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: 13,105 shares; 2024Q4: 13,105 shares; 2025Q1: 13,105 shares; 2025Q2: 13,684 shares; 2025Q3: 13,630 shares; 2025Q4: 10,105 shares 10,105 $278K 0.01% -3,525 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,535 shares; 2024Q4: 8,535 shares; 2025Q1: 8,535 shares; 2025Q2: 8,535 shares; 2025Q3: 8,535 shares; 2025Q4: 8,535 shares 8,535 $274K 0.01% 0 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: 1,131 shares; 2024Q4: 1,127 shares; 2025Q1: 1,013 shares; 2025Q2: 1,013 shares; 2025Q3: 1,013 shares; 2025Q4: 1,013 shares 1,013 $272K 0.01% 0 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125 shares; 2024Q4: 125 shares; 2025Q1: 125 shares; 2025Q2: 125 shares; 2025Q3: 125 shares; 2025Q4: 125 shares 125 $269K 0.01% 0 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,415 shares; 2024Q4: 2,352 shares; 2025Q1: 1,840 shares; 2025Q2: 1,840 shares; 2025Q3: 1,840 shares; 2025Q4: 1,840 shares 1,840 $264K 0.01% 0 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,725 shares; 2024Q4: 2,175 shares; 2025Q1: 1,925 shares; 2025Q2: 1,930 shares; 2025Q3: 1,935 shares; 2025Q4: 1,939 shares 1,939 $264K 0.01% +4 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: 933 shares; 2024Q4: 933 shares; 2025Q1: 933 shares; 2025Q2: 933 shares; 2025Q3: 955 shares; 2025Q4: 955 shares 955 $263K 0.01% 0 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: 3,888 shares; 2024Q4: 13,598 shares; 2025Q1: 13,588 shares; 2025Q2: 13,588 shares; 2025Q3: 13,588 shares; 2025Q4: 13,722 shares 13,722 $259K 0.01% +134 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: 5,178 shares; 2024Q4: 5,173 shares; 2025Q1: 4,975 shares; 2025Q2: 4,876 shares; 2025Q3: 4,810 shares; 2025Q4: 3,459 shares 3,459 $255K 0.01% -1,351 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,304 shares; 2024Q4: 1,304 shares; 2025Q1: 1,304 shares; 2025Q2: 1,304 shares; 2025Q3: 1,304 shares; 2025Q4: 1,304 shares 1,304 $253K 0.01% 0 Timeline IMCB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,012 shares; 2024Q4: 3,012 shares; 2025Q1: 3,012 shares; 2025Q2: 3,012 shares; 2025Q3: 3,012 shares; 2025Q4: 3,012 shares 3,012 $249K 0.01% 0 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,809 shares; 2024Q4: 3,884 shares; 2025Q1: 4,065 shares; 2025Q2: 3,965 shares; 2025Q3: 3,365 shares; 2025Q4: 3,380 shares 3,380 $248K 0.01% +15 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: 1,338 shares; 2024Q4: 1,338 shares; 2025Q1: 1,338 shares; 2025Q2: 1,338 shares; 2025Q3: 1,337 shares; 2025Q4: 1,337 shares 1,337 $248K 0.01% 0 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,320 shares; 2024Q4: 1,310 shares; 2025Q1: 1,310 shares; 2025Q2: 1,310 shares; 2025Q3: 1,310 shares; 2025Q4: 1,310 shares 1,310 $246K 0.01% 0 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,530 shares; 2024Q4: 4,137 shares; 2025Q1: 3,623 shares; 2025Q2: 2,905 shares; 2025Q3: 2,735 shares; 2025Q4: 2,735 shares 2,735 $241K 0.01% 0 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,100 shares; 2024Q4: 2,100 shares; 2025Q1: 2,100 shares; 2025Q2: 2,100 shares; 2025Q3: 2,100 shares; 2025Q4: 2,100 shares 2,100 $239K 0.01% 0 Timeline MFDX PIMCO EQUITY SER More: the full row for PIMCO EQUITY SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,000 shares; 2024Q4: 6,000 shares; 2025Q1: 6,000 shares; 2025Q2: 6,000 shares; 2025Q3: 6,000 shares; 2025Q4: 6,000 shares 6,000 $231K 0.01% 0 Timeline GIL GILDAN ACTIVEWEAR INC More: the full row for GILDAN ACTIVEWEAR 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: 3,608 shares 3,608 $225K 0.01% new 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: 1,030 shares; 2024Q4: 965 shares; 2025Q1: 815 shares; 2025Q2: 770 shares; 2025Q3: 770 shares; 2025Q4: 780 shares 780 $223K 0.01% +10 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 381 shares; 2024Q4: 381 shares; 2025Q1: 393 shares; 2025Q2: 397 shares; 2025Q3: 400 shares; 2025Q4: 400 shares 400 $221K 0.01% 0 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,886 shares; 2024Q4: 3,886 shares; 2025Q1: 3,886 shares; 2025Q2: 3,886 shares; 2025Q3: 3,886 shares; 2025Q4: 3,379 shares 3,379 $220K 0.01% -507 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: 1,569 shares; 2024Q4: 1,569 shares; 2025Q1: 1,569 shares; 2025Q2: 1,569 shares; 2025Q3: 1,798 shares; 2025Q4: 1,717 shares 1,717 $219K 0.01% -81 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,488 shares; 2024Q4: 3,701 shares; 2025Q1: 3,559 shares; 2025Q2: 3,546 shares; 2025Q3: 3,928 shares; 2025Q4: 3,262 shares 3,262 $219K 0.01% -666 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: 3,840 shares; 2024Q4: 3,840 shares; 2025Q1: 4,248 shares; 2025Q2: 4,248 shares; 2025Q3: 4,248 shares; 2025Q4: 4,248 shares 4,248 $216K 0.01% 0 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,642 shares; 2024Q4: 1,642 shares; 2025Q1: 1,642 shares; 2025Q2: 1,647 shares; 2025Q3: 1,647 shares; 2025Q4: 1,647 shares 1,647 $214K 0.01% 0 Timeline VPU 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: 1,167 shares; 2024Q4: 1,167 shares; 2025Q1: 1,157 shares; 2025Q2: 1,157 shares; 2025Q3: 1,157 shares; 2025Q4: 1,157 shares 1,157 $214K 0.01% 0 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,195 shares; 2024Q4: 2,195 shares; 2025Q1: 2,030 shares; 2025Q2: 2,030 shares; 2025Q3: 2,030 shares; 2025Q4: 2,035 shares 2,035 $202K 0.01% +5 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 250 shares; 2024Q4: 247 shares; 2025Q1: 247 shares; 2025Q2: 244 shares; 2025Q3: 242 shares; 2025Q4: 1,240 shares 1,240 $200K 0.01% +998 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,436 shares; 2024Q4: 2,436 shares; 2025Q1: 2,442 shares; 2025Q2: 2,379 shares; 2025Q3: 2,333 shares; 2025Q4: 2,353 shares 2,353 $193K 0.01% +20 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,655 shares; 2024Q4: 1,655 shares; 2025Q1: 1,655 shares; 2025Q2: 1,683 shares; 2025Q3: 1,683 shares; 2025Q4: 1,671 shares 1,671 $189K 0.01% -12 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,213 shares; 2024Q4: 12,015 shares; 2025Q1: 11,963 shares; 2025Q2: 11,474 shares; 2025Q3: 11,174 shares; 2025Q4: 10,894 shares 10,894 $189K 0.01% -280 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: 891 shares; 2024Q4: 886 shares; 2025Q1: 1,081 shares; 2025Q2: 1,078 shares; 2025Q3: 1,228 shares; 2025Q4: 1,062 shares 1,062 $189K 0.01% -166 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: 2,456 shares; 2024Q4: 2,456 shares; 2025Q1: 2,456 shares; 2025Q2: 2,451 shares; 2025Q3: 2,451 shares; 2025Q4: 2,451 shares 2,451 $188K 0.01% 0 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,250 shares; 2024Q4: 3,250 shares; 2025Q1: 2,400 shares; 2025Q2: 2,400 shares; 2025Q3: 2,400 shares; 2025Q4: 2,400 shares 2,400 $185K 0.01% 0 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,579 shares; 2024Q4: 3,079 shares; 2025Q1: 2,589 shares; 2025Q2: 2,483 shares; 2025Q3: 2,385 shares; 2025Q4: 2,291 shares 2,291 $182K 0.01% -94 Timeline MLRG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,080 shares; 2024Q4: 2,080 shares; 2025Q1: 2,080 shares; 2025Q2: 1,959 shares; 2025Q3: 1,959 shares; 2025Q4: 1,854 shares 1,854 $175K <0.01% -105 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 135 shares; 2024Q4: 135 shares; 2025Q1: 128 shares; 2025Q2: 1,920 shares; 2025Q3: 1,915 shares; 2025Q4: 1,915 shares 1,915 $175K <0.01% 0 Timeline SWX SOUTHWEST GAS HLDGS INC More: the full row for SOUTHWEST GAS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,452 shares; 2024Q4: 2,452 shares; 2025Q1: 2,471 shares; 2025Q2: 2,326 shares; 2025Q3: 2,329 shares; 2025Q4: 2,129 shares 2,129 $170K <0.01% -200 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 924 shares; 2024Q4: 924 shares; 2025Q1: 924 shares; 2025Q2: 924 shares; 2025Q3: 924 shares; 2025Q4: 924 shares 924 $170K <0.01% 0 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,048 shares; 2024Q4: 1,048 shares; 2025Q1: 1,048 shares; 2025Q2: 1,048 shares; 2025Q3: 1,048 shares; 2025Q4: 1,048 shares 1,048 $160K <0.01% 0 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,542 shares; 2024Q4: 2,602 shares; 2025Q1: 2,602 shares; 2025Q2: 1,921 shares; 2025Q3: 1,921 shares; 2025Q4: 1,850 shares 1,850 $160K <0.01% -71 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,212 shares; 2024Q4: 2,212 shares; 2025Q1: 2,212 shares; 2025Q2: 2,212 shares; 2025Q3: 2,212 shares; 2025Q4: 2,212 shares 2,212 $158K <0.01% 0 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 189 shares; 2024Q4: 188 shares; 2025Q1: 231 shares; 2025Q2: 233 shares; 2025Q3: 233 shares; 2025Q4: 235 shares 235 $156K <0.01% +2 Timeline MGV 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: 1,200 shares; 2024Q4: 1,131 shares; 2025Q1: 1,093 shares; 2025Q2: 1,093 shares; 2025Q3: 1,093 shares; 2025Q4: 1,093 shares 1,093 $154K <0.01% 0 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: 235 shares; 2024Q4: 235 shares; 2025Q1: 259 shares; 2025Q2: 269 shares; 2025Q3: 271 shares; 2025Q4: 270 shares 270 $153K <0.01% -1 Timeline SNDR SCHNEIDER NATIONAL INC More: the full row for SCHNEIDER NATIONAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,445 shares; 2024Q4: 6,395 shares; 2025Q1: 5,970 shares; 2025Q2: 5,970 shares; 2025Q3: 5,770 shares; 2025Q4: 5,640 shares 5,640 $150K <0.01% -130 Timeline HTLD HEARTLAND EXPRESS INC More: the full row for HEARTLAND EXPRESS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,176 shares; 2024Q4: 16,176 shares; 2025Q1: 16,176 shares; 2025Q2: 16,176 shares; 2025Q3: 16,176 shares; 2025Q4: 16,176 shares 16,176 $146K <0.01% 0 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 773 shares; 2024Q4: 773 shares; 2025Q1: 773 shares; 2025Q2: 783 shares; 2025Q3: 780 shares; 2025Q4: 785 shares 785 $145K <0.01% +5 Timeline VBK 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: 96 shares; 2024Q4: 89 shares; 2025Q1: 89 shares; 2025Q2: 261 shares; 2025Q3: 528 shares; 2025Q4: 473 shares 473 $143K <0.01% -55 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,513 shares; 2024Q4: 2,738 shares; 2025Q1: 2,738 shares; 2025Q2: 1,833 shares; 2025Q3: 1,832 shares; 2025Q4: 1,720 shares 1,720 $143K <0.01% -112 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 717 shares; 2024Q4: 667 shares; 2025Q1: 667 shares; 2025Q2: 665 shares; 2025Q3: 665 shares; 2025Q4: 665 shares 665 $141K <0.01% 0 Timeline MRTN MARTEN TRANS LTD More: the full row for MARTEN TRANS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,039 shares; 2024Q4: 13,039 shares; 2025Q1: 12,039 shares; 2025Q2: 12,039 shares; 2025Q3: 12,039 shares; 2025Q4: 12,039 shares 12,039 $137K <0.01% 0 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,785 shares; 2024Q4: 5,785 shares; 2025Q1: 1,785 shares; 2025Q2: 1,785 shares; 2025Q3: 1,785 shares; 2025Q4: 1,785 shares 1,785 $133K <0.01% 0 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 486 shares; 2024Q4: 424 shares; 2025Q1: 424 shares; 2025Q2: 424 shares; 2025Q3: 384 shares; 2025Q4: 384 shares 384 $132K <0.01% 0 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: 363 shares; 2024Q4: 361 shares; 2025Q1: 378 shares; 2025Q2: 378 shares; 2025Q3: 378 shares; 2025Q4: 378 shares 378 $132K <0.01% 0 Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,519 shares; 2024Q4: 2,519 shares; 2025Q1: 2,519 shares; 2025Q2: 2,519 shares; 2025Q3: 2,519 shares; 2025Q4: 2,519 shares 2,519 $132K <0.01% 0 Timeline ESGU 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: 919 shares; 2024Q4: 919 shares; 2025Q1: 885 shares; 2025Q2: 885 shares; 2025Q3: 885 shares; 2025Q4: 885 shares 885 $132K <0.01% 0 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,768 shares; 2024Q4: 2,768 shares; 2025Q1: 2,768 shares; 2025Q2: 2,768 shares; 2025Q3: 2,768 shares; 2025Q4: 2,768 shares 2,768 $130K <0.01% 0 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 736 shares; 2024Q4: 736 shares; 2025Q1: 736 shares; 2025Q2: 736 shares; 2025Q3: 536 shares; 2025Q4: 1,062 shares 1,062 $127K <0.01% +526 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 150 shares; 2024Q4: 151 shares; 2025Q1: 160 shares; 2025Q2: 162 shares; 2025Q3: 162 shares; 2025Q4: 820 shares 820 $126K <0.01% +658 Timeline NXT NEXTPOWER INC More: the full row for NEXTPOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,265 shares; 2024Q4: 2,265 shares; 2025Q1: 2,327 shares; 2025Q2: 1,420 shares; 2025Q3: 1,425 shares; 2025Q4: 1,433 shares 1,433 $125K <0.01% +8 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 808 shares; 2024Q4: 808 shares; 2025Q1: 808 shares; 2025Q2: 808 shares; 2025Q3: 808 shares; 2025Q4: 803 shares 803 $125K <0.01% -5 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,003 shares; 2024Q4: 803 shares; 2025Q1: 803 shares; 2025Q2: 803 shares; 2025Q3: 803 shares; 2025Q4: 803 shares 803 $124K <0.01% 0 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: 3,539 shares; 2024Q4: 3,539 shares; 2025Q1: 3,071 shares; 2025Q2: 3,071 shares; 2025Q3: 3,071 shares; 2025Q4: 2,821 shares 2,821 $123K <0.01% -250 Timeline KRE 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: 3,167 shares; 2024Q4: 3,167 shares; 2025Q1: 3,167 shares; 2025Q2: 1,894 shares; 2025Q3: 1,894 shares; 2025Q4: 1,894 shares 1,894 $123K <0.01% 0 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,253 shares; 2024Q4: 4,506 shares; 2025Q1: 4,506 shares; 2025Q2: 4,288 shares; 2025Q3: 4,288 shares; 2025Q4: 4,288 shares 4,288 $122K <0.01% 0 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: 1,811 shares; 2024Q4: 1,811 shares; 2025Q1: 1,955 shares; 2025Q2: 1,199 shares; 2025Q3: 1,199 shares; 2025Q4: 1,214 shares 1,214 $121K <0.01% +15 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,785 shares; 2024Q4: 2,780 shares; 2025Q1: 2,780 shares; 2025Q2: 2,780 shares; 2025Q3: 2,780 shares; 2025Q4: 2,780 shares 2,780 $121K <0.01% 0 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: 149 shares; 2025Q4: 179 shares 179 $121K <0.01% +30 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,186 shares; 2024Q4: 5,186 shares; 2025Q1: 5,142 shares; 2025Q2: 4,938 shares; 2025Q3: 4,938 shares; 2025Q4: 4,847 shares 4,847 $116K <0.01% -91 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,750 shares; 2024Q4: 3,750 shares; 2025Q1: 3,750 shares; 2025Q2: 2,400 shares; 2025Q3: 2,400 shares; 2025Q4: 2,400 shares 2,400 $115K <0.01% 0 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: 96 shares; 2024Q4: 96 shares; 2025Q1: 96 shares; 2025Q2: 94 shares; 2025Q3: 94 shares; 2025Q4: 94 shares 94 $114K <0.01% 0 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,900 shares; 2024Q4: 1,900 shares; 2025Q1: 1,900 shares; 2025Q2: 1,400 shares; 2025Q3: 900 shares; 2025Q4: 3,020 shares 3,020 $112K <0.01% +2,120 Timeline JXN JACKSON FINANCIAL INC More: the full row for JACKSON FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,046 shares; 2024Q4: 1,046 shares; 2025Q1: 1,046 shares; 2025Q2: 1,046 shares; 2025Q3: 1,046 shares; 2025Q4: 1,046 shares 1,046 $112K <0.01% 0 Timeline AWR AMER STATES WTR CO More: the full row for AMER STATES WTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,639 shares; 2024Q4: 1,639 shares; 2025Q1: 1,539 shares; 2025Q2: 1,539 shares; 2025Q3: 1,537 shares; 2025Q4: 1,537 shares 1,537 $111K <0.01% 0 Timeline FMHI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,200 shares; 2024Q4: 2,200 shares; 2025Q1: 2,200 shares; 2025Q2: 2,200 shares; 2025Q3: 2,200 shares; 2025Q4: 2,200 shares 2,200 $105K <0.01% 0 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,654 shares; 2024Q4: 2,654 shares; 2025Q1: 2,654 shares; 2025Q2: 2,654 shares; 2025Q3: 2,654 shares; 2025Q4: 2,654 shares 2,654 $105K <0.01% 0 Timeline VFC V F CORP More: the full row for V F CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,937 shares; 2024Q4: 20,812 shares; 2025Q1: 16,752 shares; 2025Q2: 12,877 shares; 2025Q3: 11,794 shares; 2025Q4: 5,804 shares 5,804 $105K <0.01% -5,990 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: 129 shares; 2024Q4: 129 shares; 2025Q1: 129 shares; 2025Q2: 129 shares; 2025Q3: 131 shares; 2025Q4: 127 shares 127 $104K <0.01% -4 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,034 shares; 2024Q4: 1,034 shares; 2025Q1: 1,034 shares; 2025Q2: 1,049 shares; 2025Q3: 1,089 shares; 2025Q4: 1,089 shares 1,089 $104K <0.01% 0 Timeline SDY 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: 1,595 shares; 2024Q4: 1,595 shares; 2025Q1: 1,595 shares; 2025Q2: 250 shares; 2025Q3: 993 shares; 2025Q4: 743 shares 743 $103K <0.01% -250 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: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,106 shares; 2025Q2: 1,106 shares; 2025Q3: 1,106 shares; 2025Q4: 1,106 shares 1,106 $102K <0.01% 0 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,560 shares; 2024Q4: 2,560 shares; 2025Q1: 2,560 shares; 2025Q2: 2,580 shares; 2025Q3: 2,580 shares; 2025Q4: 2,595 shares 2,595 $102K <0.01% +15 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 598 shares; 2024Q4: 598 shares; 2025Q1: 598 shares; 2025Q2: 568 shares; 2025Q3: 543 shares; 2025Q4: 546 shares 546 $101K <0.01% +3 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,700 shares; 2024Q4: 1,700 shares; 2025Q1: 1,700 shares; 2025Q2: 1,700 shares; 2025Q3: 1,700 shares; 2025Q4: 1,765 shares 1,765 $101K <0.01% +65 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,752 shares; 2024Q4: 2,752 shares; 2025Q1: 2,752 shares; 2025Q2: 2,752 shares; 2025Q3: 2,752 shares; 2025Q4: 2,752 shares 2,752 $101K <0.01% 0 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: 1,657 shares; 2024Q4: 1,472 shares; 2025Q1: 1,472 shares; 2025Q2: 1,597 shares; 2025Q3: 1,482 shares; 2025Q4: 1,436 shares 1,436 $96.5K <0.01% -46 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: 459 shares; 2024Q4: 459 shares; 2025Q1: 408 shares; 2025Q2: 408 shares; 2025Q3: 408 shares; 2025Q4: 423 shares 423 $96.3K <0.01% +15 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: 1,127 shares; 2024Q4: 1,125 shares; 2025Q1: 1,125 shares; 2025Q2: 1,125 shares; 2025Q3: 355 shares; 2025Q4: 355 shares 355 $96.3K <0.01% 0 Timeline VFH 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: 711 shares; 2024Q4: 711 shares; 2025Q1: 711 shares; 2025Q2: 711 shares; 2025Q3: 711 shares; 2025Q4: 711 shares 711 $94.9K <0.01% 0 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,888 shares; 2024Q4: 4,584 shares; 2025Q1: 3,131 shares; 2025Q2: 3,030 shares; 2025Q3: 1,974 shares; 2025Q4: 1,964 shares 1,964 $94.9K <0.01% -10 Timeline MUR MURPHY OIL CORP More: the full row for MURPHY OIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,939 shares; 2024Q4: 2,939 shares; 2025Q1: 2,992 shares; 2025Q2: 2,990 shares; 2025Q3: 2,990 shares; 2025Q4: 2,990 shares 2,990 $93.4K <0.01% 0 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 664 shares; 2025Q1: 664 shares; 2025Q2: 678 shares; 2025Q3: 678 shares; 2025Q4: 698 shares 698 $91.5K <0.01% +20 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 871 shares; 2024Q4: 871 shares; 2025Q1: 869 shares; 2025Q2: 869 shares; 2025Q3: 869 shares; 2025Q4: 869 shares 869 $91.3K <0.01% 0 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11 shares; 2024Q4: 2,749 shares; 2025Q1: 2,749 shares; 2025Q2: 1,674 shares; 2025Q3: 1,674 shares; 2025Q4: 837 shares 837 $89.7K <0.01% -837 Timeline IYC 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: 864 shares; 2024Q4: 864 shares; 2025Q1: 864 shares; 2025Q2: 864 shares; 2025Q3: 864 shares; 2025Q4: 864 shares 864 $89.1K <0.01% 0 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: 447 shares; 2024Q4: 445 shares; 2025Q1: 295 shares; 2025Q2: 295 shares; 2025Q3: 295 shares; 2025Q4: 299 shares 299 $88.5K <0.01% +4 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 227 shares; 2024Q4: 227 shares; 2025Q1: 227 shares; 2025Q2: 227 shares; 2025Q3: 227 shares; 2025Q4: 230 shares 230 $88.2K <0.01% +3 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: 421 shares; 2024Q4: 421 shares; 2025Q1: 421 shares; 2025Q2: 421 shares; 2025Q3: 421 shares; 2025Q4: 421 shares 421 $87.9K <0.01% 0 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 650 shares; 2024Q4: 650 shares; 2025Q1: 650 shares; 2025Q2: 700 shares; 2025Q3: 800 shares; 2025Q4: 820 shares 820 $81.9K <0.01% +20 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,555 shares; 2024Q4: 1,555 shares; 2025Q1: 1,555 shares; 2025Q2: 1,555 shares; 2025Q3: 1,555 shares; 2025Q4: 1,555 shares 1,555 $81.5K <0.01% 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: 282 shares; 2024Q4: 277 shares; 2025Q1: 277 shares; 2025Q2: 275 shares; 2025Q3: 270 shares; 2025Q4: 260 shares 260 $81.2K <0.01% -10 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: 145 shares; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 171 shares; 2025Q3: 171 shares; 2025Q4: 173 shares 173 $81.1K <0.01% +2 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,038 shares; 2024Q4: 1,038 shares; 2025Q1: 979 shares; 2025Q2: 1,958 shares; 2025Q3: 1,958 shares; 2025Q4: 1,978 shares 1,978 $79.4K <0.01% +20 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: 98 shares; 2024Q4: 98 shares; 2025Q1: 98 shares; 2025Q2: 98 shares; 2025Q3: 98 shares; 2025Q4: 98 shares 98 $79.3K <0.01% 0 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: 595 shares; 2024Q4: 595 shares; 2025Q1: 595 shares; 2025Q2: 595 shares; 2025Q3: 595 shares; 2025Q4: 895 shares 895 $78.4K <0.01% +300 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 354 shares; 2024Q4: 354 shares; 2025Q1: 354 shares; 2025Q2: 351 shares; 2025Q3: 500 shares; 2025Q4: 480 shares 480 $78.1K <0.01% -20 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: 226 shares; 2024Q4: 226 shares; 2025Q1: 226 shares; 2025Q2: 227 shares; 2025Q3: 227 shares; 2025Q4: 219 shares 219 $77.4K <0.01% -8 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: 167 shares; 2024Q4: 161 shares; 2025Q1: 161 shares; 2025Q2: 166 shares; 2025Q3: 166 shares; 2025Q4: 170 shares 170 $77.1K <0.01% +4 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: 606 shares; 2024Q4: 606 shares; 2025Q1: 606 shares; 2025Q2: 84 shares; 2025Q3: 85 shares; 2025Q4: 87 shares 87 $76.5K <0.01% +2 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: 442 shares; 2024Q4: 442 shares; 2025Q1: 442 shares; 2025Q2: 442 shares; 2025Q3: 442 shares; 2025Q4: 457 shares 457 $74K <0.01% +15 Timeline SBAC SBA COMMUNICATIONS CORP More: the full row for SBA COMMUNICATIONS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 377 shares; 2024Q4: 377 shares; 2025Q1: 377 shares; 2025Q2: 377 shares; 2025Q3: 377 shares; 2025Q4: 377 shares 377 $72.9K <0.01% 0 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 183 shares; 2024Q4: 183 shares; 2025Q1: 183 shares; 2025Q2: 183 shares; 2025Q3: 183 shares; 2025Q4: 187 shares 187 $72.8K <0.01% +4 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 487 shares; 2024Q4: 487 shares; 2025Q1: 487 shares; 2025Q2: 487 shares; 2025Q3: 487 shares; 2025Q4: 487 shares 487 $71.4K <0.01% 0 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 850 shares; 2024Q4: 850 shares; 2025Q1: 850 shares; 2025Q2: 850 shares; 2025Q3: 850 shares; 2025Q4: 850 shares 850 $71.3K <0.01% 0 Timeline KBWB 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: 819 shares; 2024Q4: 819 shares; 2025Q1: 819 shares; 2025Q2: 819 shares; 2025Q3: 819 shares; 2025Q4: 819 shares 819 $69K <0.01% 0 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,956 shares; 2024Q4: 2,150 shares; 2025Q1: 1,150 shares; 2025Q2: 1,150 shares; 2025Q3: 1,150 shares; 2025Q4: 1,150 shares 1,150 $68.9K <0.01% 0 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 558 shares; 2024Q4: 556 shares; 2025Q1: 446 shares; 2025Q2: 431 shares; 2025Q3: 426 shares; 2025Q4: 418 shares 418 $68K <0.01% -8 Timeline DAKT DAKTRONICS INC More: the full row for DAKTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,415 shares; 2024Q4: 3,415 shares; 2025Q1: 3,415 shares; 2025Q2: 3,415 shares; 2025Q3: 3,415 shares; 2025Q4: 3,415 shares 3,415 $67.5K <0.01% 0 Timeline TPVG TRIPLEPOINT VENTURE GROWTH B More: the full row for TRIPLEPOINT VENTURE GROWTH B Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,268 shares; 2024Q4: 8,268 shares; 2025Q1: 4,700 shares; 2025Q2: 5,700 shares; 2025Q3: 3,200 shares; 2025Q4: 10,293 shares 10,293 $67.3K <0.01% +7,093 Timeline EUFN 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: 1,708 shares; 2025Q2: 1,708 shares; 2025Q3: 1,708 shares; 2025Q4: 1,708 shares 1,708 $63.4K <0.01% 0 Timeline WES WESTERN MIDSTREAM PARTNERS L More: the full row for WESTERN MIDSTREAM PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,566 shares; 2024Q4: 2,566 shares; 2025Q1: 1,566 shares; 2025Q2: 1,566 shares; 2025Q3: 1,566 shares; 2025Q4: 1,566 shares 1,566 $61.9K <0.01% 0 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 129 shares; 2024Q4: 129 shares; 2025Q1: 120 shares; 2025Q2: 120 shares; 2025Q3: 120 shares; 2025Q4: 120 shares 120 $61.3K <0.01% 0 Timeline EAT BRINKER INTL INC More: the full row for BRINKER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 481 shares; 2024Q4: 431 shares; 2025Q1: 429 shares; 2025Q2: 429 shares; 2025Q3: 427 shares; 2025Q4: 427 shares 427 $61.3K <0.01% 0 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 245 shares; 2024Q4: 245 shares; 2025Q1: 245 shares; 2025Q2: 244 shares; 2025Q3: 244 shares; 2025Q4: 244 shares 244 $61.2K <0.01% 0 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: 2,305 shares; 2024Q4: 2,305 shares; 2025Q1: 2,305 shares; 2025Q2: 2,305 shares; 2025Q3: 2,305 shares; 2025Q4: 2,305 shares 2,305 $60.7K <0.01% 0 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 926 shares; 2024Q4: 926 shares; 2025Q1: 926 shares; 2025Q2: 926 shares; 2025Q3: 495 shares; 2025Q4: 495 shares 495 $58.3K <0.01% 0 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: 281 shares; 2024Q4: 281 shares; 2025Q1: 281 shares; 2025Q2: 281 shares; 2025Q3: 281 shares; 2025Q4: 281 shares 281 $57.6K <0.01% 0 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: 104 shares; 2024Q4: 104 shares; 2025Q1: 104 shares; 2025Q2: 104 shares; 2025Q3: 122 shares; 2025Q4: 122 shares 122 $57.3K <0.01% 0 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,906 shares; 2025Q1: 1,243 shares; 2025Q2: 1,243 shares; 2025Q3: 1,243 shares; 2025Q4: 1,243 shares 1,243 $57.3K <0.01% 0 Timeline IGV 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: 540 shares; 2025Q3: 540 shares; 2025Q4: 540 shares 540 $57.1K <0.01% 0 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 365 shares; 2024Q4: 430 shares; 2025Q1: 430 shares; 2025Q2: 430 shares; 2025Q3: 430 shares; 2025Q4: 445 shares 445 $56.7K <0.01% +15 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,146 shares; 2024Q4: 3,146 shares; 2025Q1: 3,146 shares; 2025Q2: 3,146 shares; 2025Q3: 3,146 shares; 2025Q4: 3,146 shares 3,146 $56.5K <0.01% 0 Timeline QLD PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 800 shares 800 $56.3K <0.01% +400 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: 182 shares; 2024Q4: 180 shares; 2025Q1: 180 shares; 2025Q2: 179 shares; 2025Q3: 179 shares; 2025Q4: 179 shares 179 $56K <0.01% 0 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 464 shares; 2024Q4: 464 shares; 2025Q1: 464 shares; 2025Q2: 464 shares; 2025Q3: 564 shares; 2025Q4: 564 shares 564 $55.8K <0.01% 0 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,661 shares; 2024Q4: 3,394 shares; 2025Q1: 2,894 shares; 2025Q2: 2,894 shares; 2025Q3: 2,694 shares; 2025Q4: 2,394 shares 2,394 $55.6K <0.01% -300 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: 168 shares; 2024Q4: 167 shares; 2025Q1: 167 shares; 2025Q2: 166 shares; 2025Q3: 168 shares; 2025Q4: 171 shares 171 $55.4K <0.01% +3 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 285 shares; 2024Q4: 285 shares; 2025Q1: 285 shares; 2025Q2: 285 shares; 2025Q3: 285 shares; 2025Q4: 285 shares 285 $55.4K <0.01% 0 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 197 shares; 2024Q4: 197 shares; 2025Q1: 97 shares; 2025Q2: 97 shares; 2025Q3: 97 shares; 2025Q4: 97 shares 97 $55.3K <0.01% 0 Timeline LW LAMB WESTON HLDGS INC More: the full row for LAMB WESTON HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,691 shares; 2024Q4: 1,304 shares; 2025Q1: 1,304 shares; 2025Q2: 1,304 shares; 2025Q3: 1,304 shares; 2025Q4: 1,304 shares 1,304 $54.6K <0.01% 0 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 179 shares; 2024Q4: 177 shares; 2025Q1: 177 shares; 2025Q2: 176 shares; 2025Q3: 176 shares; 2025Q4: 176 shares 176 $54.6K <0.01% 0 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 450 shares; 2025Q4: 475 shares 475 $53.7K <0.01% +25 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 968 shares; 2024Q4: 968 shares; 2025Q1: 968 shares; 2025Q2: 968 shares; 2025Q3: 968 shares; 2025Q4: 968 shares 968 $53.2K <0.01% 0 Timeline WU WESTERN UN CO More: the full row for WESTERN UN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 130 shares; 2024Q4: 130 shares; 2025Q1: 244 shares; 2025Q2: 5,675 shares; 2025Q3: 5,675 shares; 2025Q4: 5,675 shares 5,675 $52.8K <0.01% 0 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 144 shares; 2024Q4: 144 shares; 2025Q1: 144 shares; 2025Q2: 144 shares; 2025Q3: 144 shares; 2025Q4: 149 shares 149 $52.6K <0.01% +5 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,401 shares; 2024Q4: 1,355 shares; 2025Q1: 1,355 shares; 2025Q2: 1,255 shares; 2025Q3: 1,255 shares; 2025Q4: 1,255 shares 1,255 $51.6K <0.01% 0 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,439 shares; 2025Q1: 1,497 shares; 2025Q2: 1,497 shares; 2025Q3: 1,497 shares; 2025Q4: 1,497 shares 1,497 $51.3K <0.01% 0 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 350 shares; 2024Q4: 350 shares; 2025Q1: 466 shares; 2025Q2: 463 shares; 2025Q3: 463 shares; 2025Q4: 467 shares 467 $51.1K <0.01% +4 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 411 shares; 2024Q4: 411 shares; 2025Q1: 411 shares; 2025Q2: 412 shares; 2025Q3: 172 shares; 2025Q4: 172 shares 172 $49.9K <0.01% 0 Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,270 shares; 2024Q4: 8,270 shares; 2025Q1: 15,755 shares; 2025Q2: 21,255 shares; 2025Q3: 2,107 shares; 2025Q4: 2,607 shares 2,607 $49.8K <0.01% +500 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91 shares; 2024Q4: 90 shares; 2025Q1: 90 shares; 2025Q2: 90 shares; 2025Q3: 65 shares; 2025Q4: 65 shares 65 $49.8K <0.01% 0 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 212 shares; 2025Q3: 218 shares; 2025Q4: 218 shares 218 $49.4K <0.01% 0 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: 174 shares; 2024Q4: 174 shares; 2025Q1: 174 shares; 2025Q2: 172 shares; 2025Q3: 172 shares; 2025Q4: 171 shares 171 $49.1K <0.01% -1 Timeline XRP BITWISE XRP ETF More: the full row for BITWISE XRP ETF 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: 2,374 shares 2,374 $48.7K <0.01% new Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares 300 $48.6K <0.01% 0 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: 449 shares; 2024Q4: 449 shares; 2025Q1: 449 shares; 2025Q2: 449 shares; 2025Q3: 449 shares; 2025Q4: 449 shares 449 $47.9K <0.01% 0 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34 shares; 2024Q4: 34 shares; 2025Q1: 34 shares; 2025Q2: 37 shares; 2025Q3: 35 shares; 2025Q4: 36 shares 36 $47.9K <0.01% +1 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,134 shares; 2024Q4: 19,134 shares; 2025Q1: 19,509 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares 1,500 $46.4K <0.01% 0 Timeline XPO XPO INC More: the full row for XPO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47 shares; 2024Q4: 47 shares; 2025Q1: 87 shares; 2025Q2: 97 shares; 2025Q3: 337 shares; 2025Q4: 341 shares 341 $46.3K <0.01% +4 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 600 shares; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 630 shares; 2025Q3: 1,516 shares; 2025Q4: 1,516 shares 1,516 $46.3K <0.01% 0 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares 200 $46K <0.01% 0 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 335 shares; 2024Q4: 335 shares; 2025Q1: 323 shares; 2025Q2: 323 shares; 2025Q3: 323 shares; 2025Q4: 264 shares 264 $44.7K <0.01% -59 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,062 shares; 2024Q4: 4,062 shares; 2025Q1: 4,062 shares; 2025Q2: 4,062 shares; 2025Q3: 2,270 shares; 2025Q4: 910 shares 910 $44.6K <0.01% -1,360 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 546 shares 546 $44.6K <0.01% new Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,750 shares; 2024Q4: 1,713 shares; 2025Q1: 1,434 shares; 2025Q2: 1,177 shares; 2025Q3: 1,106 shares; 2025Q4: 1,106 shares 1,106 $44.5K <0.01% 0 Timeline VPL VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 486 shares; 2024Q4: 486 shares; 2025Q1: 486 shares; 2025Q2: 486 shares; 2025Q3: 486 shares; 2025Q4: 486 shares 486 $43.9K <0.01% 0 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 700 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares 500 $43.5K <0.01% 0 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 288 shares; 2025Q2: 293 shares; 2025Q3: 293 shares; 2025Q4: 298 shares 298 $43.1K <0.01% +5 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: 92 shares; 2024Q4: 92 shares; 2025Q1: 97 shares; 2025Q2: 108 shares; 2025Q3: 102 shares; 2025Q4: 102 shares 102 $43K <0.01% 0 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 201 shares; 2024Q4: 199 shares; 2025Q1: 199 shares; 2025Q2: 199 shares; 2025Q3: 199 shares; 2025Q4: 199 shares 199 $41.4K <0.01% 0 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60 shares; 2024Q4: 60 shares; 2025Q1: 60 shares; 2025Q2: 60 shares; 2025Q3: 60 shares; 2025Q4: 61 shares 61 $41.3K <0.01% +1 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares 500 $41.2K <0.01% 0 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA 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: 2,000 shares; 2025Q3: 3,500 shares; 2025Q4: 3,500 shares 3,500 $41.1K <0.01% 0 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares 2,000 $40.5K <0.01% 0 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: 132 shares; 2024Q4: 132 shares; 2025Q1: 132 shares; 2025Q2: 136 shares; 2025Q3: 139 shares; 2025Q4: 145 shares 145 $40.4K <0.01% +6 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 507 shares; 2024Q4: 507 shares; 2025Q1: 507 shares; 2025Q2: 507 shares; 2025Q3: 137 shares; 2025Q4: 137 shares 137 $40.2K <0.01% 0 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,250 shares; 2024Q4: 2,250 shares; 2025Q1: 2,250 shares; 2025Q2: 2,250 shares; 2025Q3: 2,250 shares; 2025Q4: 2,250 shares 2,250 $39.8K <0.01% 0 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106 shares; 2024Q4: 106 shares; 2025Q1: 106 shares; 2025Q2: 106 shares; 2025Q3: 106 shares; 2025Q4: 106 shares 106 $39.6K <0.01% 0 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 460 shares; 2024Q4: 460 shares; 2025Q1: 460 shares; 2025Q2: 455 shares; 2025Q3: 495 shares; 2025Q4: 495 shares 495 $39.3K <0.01% 0 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: 456 shares; 2024Q4: 556 shares; 2025Q1: 556 shares; 2025Q2: 556 shares; 2025Q3: 465 shares; 2025Q4: 445 shares 445 $39.3K <0.01% -20 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 444 shares; 2024Q4: 444 shares; 2025Q1: 474 shares; 2025Q2: 484 shares; 2025Q3: 489 shares; 2025Q4: 489 shares 489 $39.1K <0.01% 0 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: 527 shares; 2024Q4: 527 shares; 2025Q1: 517 shares; 2025Q2: 482 shares; 2025Q3: 477 shares; 2025Q4: 457 shares 457 $39.1K <0.01% -20 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 794 shares; 2024Q4: 584 shares; 2025Q1: 584 shares; 2025Q2: 566 shares; 2025Q3: 566 shares; 2025Q4: 566 shares 566 $38.5K <0.01% 0 Timeline IEF 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: 458 shares; 2024Q4: 458 shares; 2025Q1: 458 shares; 2025Q2: 400 shares; 2025Q3: 416 shares; 2025Q4: 400 shares 400 $38.5K <0.01% -16 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 319 shares; 2024Q4: 316 shares; 2025Q1: 488 shares; 2025Q2: 488 shares; 2025Q3: 483 shares; 2025Q4: 483 shares 483 $38.3K <0.01% 0 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 281 shares; 2024Q4: 281 shares; 2025Q1: 281 shares; 2025Q2: 281 shares; 2025Q3: 281 shares; 2025Q4: 281 shares 281 $38.1K <0.01% 0 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 175 shares; 2024Q4: 175 shares; 2025Q1: 175 shares; 2025Q2: 175 shares; 2025Q3: 175 shares; 2025Q4: 175 shares 175 $38K <0.01% 0 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 122 shares; 2024Q4: 128 shares; 2025Q1: 128 shares; 2025Q2: 146 shares; 2025Q3: 146 shares; 2025Q4: 146 shares 146 $37.8K <0.01% 0 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,028 shares; 2024Q4: 1,028 shares; 2025Q1: 1,028 shares; 2025Q2: 592 shares; 2025Q3: 592 shares; 2025Q4: 592 shares 592 $37.7K <0.01% 0 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 884 shares; 2024Q4: 899 shares; 2025Q1: 891 shares; 2025Q2: 189 shares; 2025Q3: 188 shares; 2025Q4: 183 shares 183 $37.4K <0.01% -5 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73 shares; 2024Q4: 73 shares; 2025Q1: 73 shares; 2025Q2: 109 shares; 2025Q3: 109 shares; 2025Q4: 84 shares 84 $37.3K <0.01% -25 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15 shares; 2024Q4: 14 shares; 2025Q1: 26 shares; 2025Q2: 29 shares; 2025Q3: 31 shares; 2025Q4: 40 shares 40 $37.3K <0.01% +9 Timeline CE CELANESE CORP DEL More: the full row for CELANESE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,126 shares; 2024Q4: 7,922 shares; 2025Q1: 7,909 shares; 2025Q2: 2,717 shares; 2025Q3: 2,717 shares; 2025Q4: 863 shares 863 $36.5K <0.01% -1,854 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: 225 shares; 2024Q4: 225 shares; 2025Q1: 220 shares; 2025Q2: 258 shares; 2025Q3: 258 shares; 2025Q4: 258 shares 258 $35.6K <0.01% 0 Timeline SHM 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: 32 shares; 2024Q4: 2,422 shares; 2025Q1: 2,422 shares; 2025Q2: 1,475 shares; 2025Q3: 1,474 shares; 2025Q4: 737 shares 737 $35.4K <0.01% -737 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61 shares; 2024Q4: 61 shares; 2025Q1: 61 shares; 2025Q2: 61 shares; 2025Q3: 61 shares; 2025Q4: 61 shares 61 $35K <0.01% 0 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 217 shares; 2024Q4: 217 shares; 2025Q1: 217 shares; 2025Q2: 217 shares; 2025Q3: 217 shares; 2025Q4: 215 shares 215 $34.6K <0.01% -2 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,340 shares; 2024Q4: 5,010 shares; 2025Q1: 2,710 shares; 2025Q2: 2,630 shares; 2025Q3: 2,630 shares; 2025Q4: 2,630 shares 2,630 $34.5K <0.01% 0 Timeline RWR 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: 345 shares; 2024Q4: 345 shares; 2025Q1: 345 shares; 2025Q2: 345 shares; 2025Q3: 345 shares; 2025Q4: 345 shares 345 $33.9K <0.01% 0 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 558 shares; 2024Q4: 558 shares; 2025Q1: 558 shares; 2025Q2: 2,770 shares; 2025Q3: 558 shares; 2025Q4: 558 shares 558 $32.1K <0.01% 0 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 723 shares; 2024Q4: 723 shares; 2025Q1: 723 shares; 2025Q2: 723 shares; 2025Q3: 670 shares; 2025Q4: 670 shares 670 $32K <0.01% 0 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 435 shares; 2024Q4: 435 shares; 2025Q1: 435 shares; 2025Q2: 435 shares; 2025Q3: 435 shares; 2025Q4: 435 shares 435 $32K <0.01% 0 Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97 shares; 2024Q4: 97 shares; 2025Q1: 97 shares; 2025Q2: 97 shares; 2025Q3: 97 shares; 2025Q4: 97 shares 97 $31.9K <0.01% 0 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 130 shares; 2025Q3: 130 shares; 2025Q4: 138 shares 138 $31.2K <0.01% +8 Timeline CPBI CENTRAL PLAINS BANCSHARES IN More: the full row for CENTRAL PLAINS BANCSHARES IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,833 shares; 2025Q1: 1,833 shares; 2025Q2: 1,833 shares; 2025Q3: 1,833 shares; 2025Q4: 1,833 shares 1,833 $31K <0.01% 0 Timeline VONE 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: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares 100 $30.9K <0.01% 0 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 418 shares; 2024Q4: 418 shares; 2025Q1: 418 shares; 2025Q2: 419 shares; 2025Q3: 119 shares; 2025Q4: 119 shares 119 $30.9K <0.01% 0 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 695 shares; 2024Q4: 690 shares; 2025Q1: 690 shares; 2025Q2: 690 shares; 2025Q3: 690 shares; 2025Q4: 677 shares 677 $30.8K <0.01% -13 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 138 shares; 2025Q2: 138 shares; 2025Q3: 138 shares; 2025Q4: 142 shares 142 $30.5K <0.01% +4 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125 shares; 2024Q4: 125 shares; 2025Q1: 125 shares; 2025Q2: 63 shares; 2025Q3: 63 shares; 2025Q4: 63 shares 63 $30.3K <0.01% 0 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 800 shares; 2024Q4: 800 shares; 2025Q1: 800 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares 500 $30.2K <0.01% 0 Timeline USHY 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: 671 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 495 shares; 2025Q3: 883 shares; 2025Q4: 800 shares 800 $29.9K <0.01% -83 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 210 shares; 2024Q4: 210 shares; 2025Q1: 210 shares; 2025Q2: 207 shares; 2025Q3: 207 shares; 2025Q4: 207 shares 207 $29.8K <0.01% 0 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,715 shares; 2024Q4: 1,700 shares; 2025Q1: 1,700 shares; 2025Q2: 1,690 shares; 2025Q3: 1,690 shares; 2025Q4: 1,715 shares 1,715 $29.8K <0.01% +25 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 244 shares; 2024Q4: 244 shares; 2025Q1: 244 shares; 2025Q2: 244 shares; 2025Q3: 294 shares; 2025Q4: 244 shares 244 $29.7K <0.01% -50 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62 shares; 2024Q4: 62 shares; 2025Q1: 114 shares; 2025Q2: 116 shares; 2025Q3: 123 shares; 2025Q4: 126 shares 126 $29.5K <0.01% +3 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 239 shares; 2024Q4: 237 shares; 2025Q1: 237 shares; 2025Q2: 237 shares; 2025Q3: 237 shares; 2025Q4: 222 shares 222 $29.4K <0.01% -15 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED 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: 418 shares; 2025Q3: 418 shares; 2025Q4: 418 shares 418 $29K <0.01% 0 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: 17 shares; 2024Q4: 17 shares; 2025Q1: 17 shares; 2025Q2: 17 shares; 2025Q3: 17 shares; 2025Q4: 17 shares 17 $28.7K <0.01% 0 Timeline CVNA CARVANA CO More: the full row for CARVANA 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: 68 shares 68 $28.7K <0.01% new Timeline VNO VORNADO RLTY TR More: the full row for VORNADO RLTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70 shares; 2024Q4: 70 shares; 2025Q1: 121 shares; 2025Q2: 135 shares; 2025Q3: 140 shares; 2025Q4: 858 shares 858 $28.6K <0.01% +718 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 183 shares; 2024Q4: 183 shares; 2025Q1: 183 shares; 2025Q2: 179 shares; 2025Q3: 202 shares; 2025Q4: 179 shares 179 $28.5K <0.01% -23 Timeline