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: 16,770,963 shares; 2024Q4: 17,035,394 shares; 2025Q1: 16,854,049 shares; 2025Q2: 15,735,811 shares; 2025Q3: 15,366,927 shares; 2025Q4: 14,400,530 shares 14,400,530 $3.91B 9.4% -966,397 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: 8,091,279 shares; 2024Q4: 8,196,754 shares; 2025Q1: 7,997,783 shares; 2025Q2: 7,851,678 shares; 2025Q3: 7,823,368 shares; 2025Q4: 7,672,464 shares 7,672,464 $3.71B 8.91% -150,904 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: 6,990,064 shares; 2024Q4: 7,654,196 shares; 2025Q1: 7,639,646 shares; 2025Q2: 7,546,030 shares; 2025Q3: 7,606,218 shares; 2025Q4: 7,796,352 shares 7,796,352 $2.45B 5.87% +190,134 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: 7,921,684 shares; 2024Q4: 8,227,820 shares; 2025Q1: 8,216,511 shares; 2025Q2: 8,113,069 shares; 2025Q3: 8,155,023 shares; 2025Q4: 8,134,339 shares 8,134,339 $1.88B 4.51% -20,684 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: 9,627,952 shares; 2024Q4: 10,313,383 shares; 2025Q1: 9,894,372 shares; 2025Q2: 10,676,908 shares; 2025Q3: 11,085,935 shares; 2025Q4: 10,848,137 shares 10,848,137 $1.74B 4.18% -237,798 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: 3,878,069 shares; 2024Q4: 5,814,117 shares; 2025Q1: 6,678,844 shares; 2025Q2: 7,405,363 shares; 2025Q3: 8,243,611 shares; 2025Q4: 9,018,116 shares 9,018,116 $1.68B 4.04% +774,505 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: 774,546 shares; 2024Q4: 893,682 shares; 2025Q1: 1,485,872 shares; 2025Q2: 1,767,814 shares; 2025Q3: 1,925,483 shares; 2025Q4: 2,057,434 shares 2,057,434 $1.36B 3.26% +131,951 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: 17,252,672 shares; 2024Q4: 18,408,210 shares; 2025Q1: 17,606,024 shares; 2025Q2: 16,866,016 shares; 2025Q3: 16,567,084 shares; 2025Q4: 15,585,165 shares 15,585,165 $1.09B 2.62% -981,919 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,289,483 shares; 2024Q4: 3,397,604 shares; 2025Q1: 3,172,233 shares; 2025Q2: 3,054,374 shares; 2025Q3: 3,040,212 shares; 2025Q4: 2,952,356 shares 2,952,356 $1.04B 2.49% -87,856 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: 3,280,209 shares; 2024Q4: 3,769,853 shares; 2025Q1: 3,636,329 shares; 2025Q2: 3,497,410 shares; 2025Q3: 3,470,400 shares; 2025Q4: 3,177,244 shares 3,177,244 $1.02B 2.46% -293,156 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: 9,910,409 shares; 2024Q4: 10,177,991 shares; 2025Q1: 9,781,164 shares; 2025Q2: 9,346,172 shares; 2025Q3: 9,249,009 shares; 2025Q4: 8,252,417 shares 8,252,417 $993M 2.38% -996,592 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: 5,667,121 shares; 2024Q4: 6,245,213 shares; 2025Q1: 6,004,820 shares; 2025Q2: 5,796,543 shares; 2025Q3: 7,049,070 shares; 2025Q4: 6,312,145 shares 6,312,145 $962M 2.31% -736,925 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,510,401 shares; 2024Q4: 2,782,641 shares; 2025Q1: 2,784,942 shares; 2025Q2: 2,748,714 shares; 2025Q3: 2,755,414 shares; 2025Q4: 2,728,362 shares 2,728,362 $834M 2% -27,052 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: 1,527,471 shares; 2024Q4: 1,562,279 shares; 2025Q1: 1,538,576 shares; 2025Q2: 1,494,628 shares; 2025Q3: 1,501,485 shares; 2025Q4: 1,511,587 shares 1,511,587 $790M 1.9% +10,102 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,826,296 shares; 2024Q4: 1,941,820 shares; 2025Q1: 2,011,742 shares; 2025Q2: 2,000,955 shares; 2025Q3: 2,033,464 shares; 2025Q4: 2,470,929 shares 2,470,929 $751M 1.8% +437,465 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: 645,755 shares; 2024Q4: 692,152 shares; 2025Q1: 710,668 shares; 2025Q2: 705,326 shares; 2025Q3: 718,080 shares; 2025Q4: 672,756 shares 672,756 $720M 1.73% -45,324 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: 826,866 shares; 2024Q4: 893,017 shares; 2025Q1: 909,867 shares; 2025Q2: 897,212 shares; 2025Q3: 923,827 shares; 2025Q4: 1,060,542 shares 1,060,542 $703M 1.69% +136,715 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: 1,092,401 shares; 2024Q4: 1,157,037 shares; 2025Q1: 1,164,434 shares; 2025Q2: 1,153,354 shares; 2025Q3: 1,160,271 shares; 2025Q4: 1,183,243 shares 1,183,243 $675M 1.62% +22,972 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: 660,054 shares; 2025Q1: 638,717 shares; 2025Q2: 635,602 shares; 2025Q3: 635,156 shares; 2025Q4: 623,292 shares 623,292 $667M 1.6% -11,864 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,083,712 shares; 2024Q4: 1,131,570 shares; 2025Q1: 1,116,009 shares; 2025Q2: 1,109,140 shares; 2025Q3: 1,169,350 shares; 2025Q4: 1,172,526 shares 1,172,526 $664M 1.59% +3,176 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: 4,524,331 shares; 2024Q4: 4,693,267 shares; 2025Q1: 4,671,052 shares; 2025Q2: 4,478,167 shares; 2025Q3: 4,096,612 shares; 2025Q4: 3,619,966 shares 3,619,966 $628M 1.51% -476,646 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: 2,052,894 shares; 2024Q4: 2,206,188 shares; 2025Q1: 2,166,269 shares; 2025Q2: 2,167,995 shares; 2025Q3: 2,163,305 shares; 2025Q4: 2,584,208 shares 2,584,208 $590M 1.42% +420,903 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,234,158 shares; 2024Q4: 2,240,181 shares; 2025Q1: 2,140,790 shares; 2025Q2: 2,060,418 shares; 2025Q3: 2,213,309 shares; 2025Q4: 2,466,146 shares 2,466,146 $562M 1.35% +252,837 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,189,770 shares; 2024Q4: 4,675,798 shares; 2025Q1: 4,621,744 shares; 2025Q2: 4,522,297 shares; 2025Q3: 4,515,964 shares; 2025Q4: 4,480,520 shares 4,480,520 $561M 1.35% -35,444 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: 17,476,125 shares; 2024Q4: 17,492,880 shares; 2025Q1: 17,510,893 shares; 2025Q2: 17,505,685 shares; 2025Q3: 17,182,405 shares; 2025Q4: 16,768,791 shares 16,768,791 $538M 1.29% -413,614 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,484,819 shares; 2024Q4: 1,542,449 shares; 2025Q1: 1,163,591 shares; 2025Q2: 1,115,813 shares; 2025Q3: 1,570,342 shares; 2025Q4: 1,554,145 shares 1,554,145 $513M 1.23% -16,197 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: 5,627,327 shares; 2024Q4: 6,052,469 shares; 2025Q1: 5,615,761 shares; 2025Q2: 5,248,986 shares; 2025Q3: 5,045,436 shares; 2025Q4: 4,736,286 shares 4,736,286 $485M 1.16% -309,150 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: 367,875 shares; 2024Q4: 395,297 shares; 2025Q1: 443,587 shares; 2025Q2: 425,640 shares; 2025Q3: 436,162 shares; 2025Q4: 424,396 shares 424,396 $456M 1.09% -11,766 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: 6,131 shares; 2024Q4: 145,247 shares; 2025Q1: 1,025,903 shares; 2025Q2: 1,215,385 shares; 2025Q3: 1,256,177 shares; 2025Q4: 1,407,095 shares 1,407,095 $448M 1.08% +150,918 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: 4,433,410 shares; 2024Q4: 4,907,842 shares; 2025Q1: 4,791,586 shares; 2025Q2: 4,609,733 shares; 2025Q3: 4,517,312 shares; 2025Q4: 3,047,650 shares 3,047,650 $437M 1.05% -1,469,662 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: 3,444,033 shares; 2024Q4: 3,643,010 shares; 2025Q1: 1,369,870 shares; 2025Q2: 3,745,902 shares; 2025Q3: 3,894,437 shares; 2025Q4: 4,258,640 shares 4,258,640 $391M 0.94% +364,203 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,296,800 shares; 2024Q4: 1,358,258 shares; 2025Q1: 1,353,567 shares; 2025Q2: 1,337,193 shares; 2025Q3: 1,352,576 shares; 2025Q4: 1,371,761 shares 1,371,761 $353M 0.85% +19,185 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: 666,498 shares; 2024Q4: 724,320 shares; 2025Q1: 711,923 shares; 2025Q2: 700,993 shares; 2025Q3: 697,587 shares; 2025Q4: 690,442 shares 690,442 $347M 0.83% -7,145 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: 1,470,047 shares; 2024Q4: 1,523,436 shares; 2025Q1: 1,270,882 shares; 2025Q2: 1,241,430 shares; 2025Q3: 1,249,296 shares; 2025Q4: 1,250,467 shares 1,250,467 $341M 0.82% +1,171 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,352,162 shares; 2024Q4: 4,779,943 shares; 2025Q1: 4,789,114 shares; 2025Q2: 4,729,778 shares; 2025Q3: 4,822,202 shares; 2025Q4: 4,635,776 shares 4,635,776 $341M 0.82% -186,426 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,199,419 shares; 2024Q4: 1,256,098 shares; 2025Q1: 1,202,282 shares; 2025Q2: 1,174,922 shares; 2025Q3: 1,163,938 shares; 2025Q4: 1,071,430 shares 1,071,430 $334M 0.8% -92,508 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,154,568 shares; 2024Q4: 2,163,052 shares; 2025Q1: 2,120,738 shares; 2025Q2: 2,026,715 shares; 2025Q3: 2,015,426 shares; 2025Q4: 2,030,506 shares 2,030,506 $329M 0.79% +15,080 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,913,135 shares; 2024Q4: 2,238,714 shares; 2025Q1: 2,030,443 shares; 2025Q2: 1,844,057 shares; 2025Q3: 1,803,873 shares; 2025Q4: 1,668,931 shares 1,668,931 $296M 0.71% -134,942 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,021,687 shares; 2024Q4: 1,047,156 shares; 2025Q1: 1,010,867 shares; 2025Q2: 967,447 shares; 2025Q3: 971,981 shares; 2025Q4: 948,184 shares 948,184 $294M 0.71% -23,797 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: 291,254 shares; 2024Q4: 303,626 shares; 2025Q1: 337,114 shares; 2025Q2: 339,271 shares; 2025Q3: 367,247 shares; 2025Q4: 1,876,509 shares 1,876,509 $287M 0.69% +1,509,262 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: 382 shares; 2024Q4: 406 shares; 2025Q1: 395 shares; 2025Q2: 392 shares; 2025Q3: 387 shares; 2025Q4: 368 shares 368 $278M 0.67% -19 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,198,951 shares; 2024Q4: 1,199,419 shares; 2025Q1: 1,202,450 shares; 2025Q2: 1,246,371 shares; 2025Q3: 1,270,608 shares; 2025Q4: 1,730,442 shares 1,730,442 $267M 0.64% +459,834 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: 5,687,319 shares; 2024Q4: 6,040,250 shares; 2025Q1: 5,726,929 shares; 2025Q2: 5,434,016 shares; 2025Q3: 5,335,186 shares; 2025Q4: 4,463,612 shares 4,463,612 $257M 0.62% -871,574 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: 583,812 shares; 2024Q4: 631,481 shares; 2025Q1: 657,798 shares; 2025Q2: 684,271 shares; 2025Q3: 708,067 shares; 2025Q4: 743,210 shares 743,210 $256M 0.61% +35,143 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: 2,939,210 shares; 2024Q4: 2,825,290 shares; 2025Q1: 2,419,490 shares; 2025Q2: 2,179,490 shares; 2025Q3: 2,128,778 shares; 2025Q4: 1,919,649 shares 1,919,649 $223M 0.53% -209,129 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,217,118 shares; 2024Q4: 11,384,481 shares; 2025Q1: 11,212,499 shares; 2025Q2: 10,503,662 shares; 2025Q3: 7,353,587 shares; 2025Q4: 4,234,749 shares 4,234,749 $215M 0.52% -3,118,838 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: 9,796 shares; 2024Q4: 340,928 shares; 2025Q1: 391,756 shares; 2025Q2: 409,329 shares; 2025Q3: 445,924 shares; 2025Q4: 458,552 shares 458,552 $213M 0.51% +12,628 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: 701,227 shares; 2024Q4: 697,488 shares; 2025Q1: 689,294 shares; 2025Q2: 666,046 shares; 2025Q3: 670,046 shares; 2025Q4: 657,320 shares 657,320 $213M 0.51% -12,726 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 873,567 shares; 2024Q4: 895,107 shares; 2025Q1: 891,590 shares; 2025Q2: 886,279 shares; 2025Q3: 883,671 shares; 2025Q4: 904,102 shares 904,102 $202M 0.48% +20,431 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: 2,895,191 shares; 2024Q4: 3,204,907 shares; 2025Q1: 2,917,391 shares; 2025Q2: 2,620,725 shares; 2025Q3: 2,406,322 shares; 2025Q4: 1,739,889 shares 1,739,889 $183M 0.44% -666,433 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: 1,683,282 shares; 2024Q4: 1,736,604 shares; 2025Q1: 1,764,700 shares; 2025Q2: 1,789,223 shares; 2025Q3: 1,773,312 shares; 2025Q4: 1,741,001 shares 1,741,001 $183M 0.44% -32,311 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: 2,956,607 shares; 2024Q4: 2,875,490 shares; 2025Q1: 2,105,657 shares; 2025Q2: 1,686,215 shares; 2025Q3: 1,412,177 shares; 2025Q4: 770,899 shares 770,899 $178M 0.43% -641,278 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: 1,716,964 shares; 2024Q4: 1,726,389 shares; 2025Q1: 1,717,313 shares; 2025Q2: 1,694,054 shares; 2025Q3: 1,647,762 shares; 2025Q4: 1,590,172 shares 1,590,172 $177M 0.43% -57,590 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: 437,899 shares; 2024Q4: 439,536 shares; 2025Q1: 433,567 shares; 2025Q2: 429,528 shares; 2025Q3: 426,879 shares; 2025Q4: 400,841 shares 400,841 $171M 0.41% -26,038 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: 2,986,796 shares; 2024Q4: 2,985,941 shares; 2025Q1: 2,914,132 shares; 2025Q2: 2,237,836 shares; 2025Q3: 1,576,443 shares; 2025Q4: 1,133,635 shares 1,133,635 $163M 0.39% -442,808 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,948,375 shares; 2024Q4: 2,043,090 shares; 2025Q1: 2,145,367 shares; 2025Q2: 2,157,133 shares; 2025Q3: 2,174,799 shares; 2025Q4: 2,241,437 shares 2,241,437 $151M 0.36% +66,638 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 567,601 shares; 2024Q4: 574,232 shares; 2025Q1: 562,083 shares; 2025Q2: 539,235 shares; 2025Q3: 550,612 shares; 2025Q4: 614,926 shares 614,926 $138M 0.33% +64,314 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: 903,065 shares; 2024Q4: 903,490 shares; 2025Q1: 878,686 shares; 2025Q2: 842,791 shares; 2025Q3: 836,980 shares; 2025Q4: 659,056 shares 659,056 $136M 0.33% -177,924 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: 3,782,798 shares; 2024Q4: 4,519,695 shares; 2025Q1: 4,114,063 shares; 2025Q2: 3,758,919 shares; 2025Q3: 3,585,045 shares; 2025Q4: 2,263,937 shares 2,263,937 $122M 0.29% -1,321,108 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: 692,188 shares; 2024Q4: 674,534 shares; 2025Q1: 663,976 shares; 2025Q2: 667,418 shares; 2025Q3: 664,120 shares; 2025Q4: 632,702 shares 632,702 $116M 0.28% -31,418 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 189,672 shares; 2024Q4: 179,672 shares; 2025Q1: 167,672 shares; 2025Q2: 152,672 shares; 2025Q3: 154,584 shares; 2025Q4: 152,188 shares 152,188 $77.7M 0.19% -2,396 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: 1,030,918 shares; 2024Q4: 1,174,143 shares; 2025Q1: 1,256,163 shares; 2025Q2: 1,245,951 shares; 2025Q3: 1,248,211 shares; 2025Q4: 607,599 shares 607,599 $76.4M 0.18% -640,612 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: 226,755 shares; 2024Q4: 222,717 shares; 2025Q1: 219,496 shares; 2025Q2: 215,416 shares; 2025Q3: 214,789 shares; 2025Q4: 206,364 shares 206,364 $76.3M 0.18% -8,425 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: 1,754,047 shares; 2024Q4: 1,755,205 shares; 2025Q1: 1,572,258 shares; 2025Q2: 1,494,375 shares; 2025Q3: 1,446,252 shares; 2025Q4: 765,628 shares 765,628 $71.7M 0.17% -680,624 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: 22,080 shares; 2024Q4: 32,137 shares; 2025Q1: 57,969 shares; 2025Q2: 19,991 shares; 2025Q3: 30,088 shares; 2025Q4: 105,052 shares 105,052 $71.6M 0.17% +74,964 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 148,092 shares; 2024Q4: 148,092 shares; 2025Q1: 148,092 shares; 2025Q2: 121,724 shares; 2025Q3: 121,724 shares; 2025Q4: 121,724 shares 121,724 $67.1M 0.16% 0 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: 689,904 shares; 2024Q4: 706,688 shares; 2025Q1: 663,943 shares; 2025Q2: 629,795 shares; 2025Q3: 622,043 shares; 2025Q4: 508,265 shares 508,265 $65.6M 0.16% -113,778 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: 2,469,987 shares; 2024Q4: 2,482,012 shares; 2025Q1: 2,480,176 shares; 2025Q2: 2,544,426 shares; 2025Q3: 2,533,506 shares; 2025Q4: 2,178,573 shares 2,178,573 $59.9M 0.14% -354,933 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 814,030 shares; 2024Q4: 862,850 shares; 2025Q1: 947,412 shares; 2025Q2: 978,129 shares; 2025Q3: 973,635 shares; 2025Q4: 295,098 shares 295,098 $46.3M 0.11% -678,537 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: 573,273 shares; 2024Q4: 622,523 shares; 2025Q1: 626,934 shares; 2025Q2: 607,890 shares; 2025Q3: 528,813 shares; 2025Q4: 121,611 shares 121,611 $42.6M 0.1% -407,202 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: 55,802 shares; 2024Q4: 60,499 shares; 2025Q1: 61,764 shares; 2025Q2: 68,782 shares; 2025Q3: 68,732 shares; 2025Q4: 68,853 shares 68,853 $39.4M 0.09% +121 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: 570,647 shares; 2024Q4: 536,986 shares; 2025Q1: 535,516 shares; 2025Q2: 534,563 shares; 2025Q3: 533,314 shares; 2025Q4: 528,214 shares 528,214 $38.8M 0.09% -5,100 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: 71,479 shares; 2024Q4: 86,289 shares; 2025Q1: 103,800 shares; 2025Q2: 107,031 shares; 2025Q3: 107,731 shares; 2025Q4: 107,762 shares 107,762 $33.7M 0.08% +31 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: 302,544 shares; 2024Q4: 272,911 shares; 2025Q1: 230,156 shares; 2025Q2: 212,766 shares; 2025Q3: 205,588 shares; 2025Q4: 134,342 shares 134,342 $33.2M 0.08% -71,246 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: 1,659,377 shares; 2024Q4: 1,659,377 shares; 2025Q1: 1,684,953 shares; 2025Q2: 1,684,953 shares; 2025Q3: 1,684,953 shares; 2025Q4: 1,657,477 shares 1,657,477 $29.8M 0.07% -27,476 Timeline Z ZILLOW GROUP INC More: the full row for ZILLOW GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 726,308 shares; 2024Q4: 698,303 shares; 2025Q1: 655,153 shares; 2025Q2: 595,153 shares; 2025Q3: 585,153 shares; 2025Q4: 432,890 shares 432,890 $29.5M 0.07% -152,263 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: 1,075,580 shares; 2024Q4: 1,107,423 shares; 2025Q1: 1,113,313 shares; 2025Q2: 1,112,571 shares; 2025Q3: 1,103,118 shares; 2025Q4: 328,353 shares 328,353 $28.7M 0.07% -774,765 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,420 shares; 2024Q4: 43,820 shares; 2025Q1: 47,668 shares; 2025Q2: 48,218 shares; 2025Q3: 31,833 shares; 2025Q4: 47,048 shares 47,048 $27.3M 0.07% +15,215 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: 539,292 shares; 2024Q4: 470,237 shares; 2025Q1: 461,396 shares; 2025Q2: 444,385 shares; 2025Q3: 433,609 shares; 2025Q4: 227,279 shares 227,279 $25.9M 0.06% -206,330 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 289,114 shares; 2024Q4: 274,114 shares; 2025Q1: 244,114 shares; 2025Q2: 209,114 shares; 2025Q3: 205,064 shares; 2025Q4: 106,351 shares 106,351 $25.5M 0.06% -98,713 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: 86,899 shares; 2024Q4: 87,946 shares; 2025Q1: 92,272 shares; 2025Q2: 173,642 shares; 2025Q3: 196,711 shares; 2025Q4: 199,467 shares 199,467 $25.5M 0.06% +2,756 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 319,091 shares; 2024Q4: 338,325 shares; 2025Q1: 350,893 shares; 2025Q2: 395,753 shares; 2025Q3: 426,066 shares; 2025Q4: 98,242 shares 98,242 $24.8M 0.06% -327,824 Timeline SAP SAP SE More: the full row for SAP 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: 49,674 shares; 2025Q4: 101,787 shares 101,787 $24.7M 0.06% +52,113 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: 65,140 shares; 2024Q4: 67,960 shares; 2025Q1: 68,900 shares; 2025Q2: 68,350 shares; 2025Q3: 66,103 shares; 2025Q4: 65,217 shares 65,217 $22.6M 0.05% -886 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: 107,880 shares; 2024Q4: 110,923 shares; 2025Q1: 110,423 shares; 2025Q2: 110,496 shares; 2025Q3: 110,491 shares; 2025Q4: 110,175 shares 110,175 $21.5M 0.05% -316 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 457,314 shares; 2024Q4: 442,306 shares; 2025Q1: 418,578 shares; 2025Q2: 390,990 shares; 2025Q3: 386,684 shares; 2025Q4: 205,030 shares 205,030 $21.5M 0.05% -181,654 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: 31,765 shares; 2024Q4: 31,765 shares; 2025Q1: 31,765 shares; 2025Q2: 31,765 shares; 2025Q3: 32,239 shares; 2025Q4: 32,245 shares 32,245 $18.5M 0.04% +6 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: 41,022 shares; 2024Q4: 43,568 shares; 2025Q1: 45,605 shares; 2025Q2: 46,561 shares; 2025Q3: 46,505 shares; 2025Q4: 66,444 shares 66,444 $17.8M 0.04% +19,939 Timeline ZG ZILLOW GROUP INC More: the full row for ZILLOW GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 405,368 shares; 2024Q4: 377,115 shares; 2025Q1: 362,115 shares; 2025Q2: 333,021 shares; 2025Q3: 327,115 shares; 2025Q4: 259,867 shares 259,867 $17.7M 0.04% -67,248 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: 24,602 shares; 2024Q4: 32,817 shares; 2025Q1: 33,933 shares; 2025Q2: 52,146 shares; 2025Q3: 51,805 shares; 2025Q4: 52,295 shares 52,295 $17.1M 0.04% +490 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: 51,414 shares; 2024Q4: 53,546 shares; 2025Q1: 52,560 shares; 2025Q2: 130,440 shares; 2025Q3: 132,152 shares; 2025Q4: 137,139 shares 137,139 $16.1M 0.04% +4,987 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: 2,745,799 shares; 2024Q4: 1,877,500 shares; 2025Q1: 1,513,864 shares; 2025Q2: 1,335,083 shares; 2025Q3: 1,238,919 shares; 2025Q4: 502,224 shares 502,224 $15M 0.04% -736,695 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,201,503 shares; 2024Q4: 2,209,863 shares; 2025Q1: 2,201,176 shares; 2025Q2: 2,113,140 shares; 2025Q3: 828,833 shares; 2025Q4: 230,702 shares 230,702 $14.7M 0.04% -598,131 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: 43,479 shares; 2024Q4: 43,479 shares; 2025Q1: 43,479 shares; 2025Q2: 43,479 shares; 2025Q3: 43,479 shares; 2025Q4: 43,329 shares 43,329 $14.5M 0.03% -150 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: 174,034 shares; 2024Q4: 184,966 shares; 2025Q1: 183,303 shares; 2025Q2: 173,002 shares; 2025Q3: 172,202 shares; 2025Q4: 143,622 shares 143,622 $14M 0.03% -28,580 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: 513,801 shares; 2024Q4: 492,461 shares; 2025Q1: 488,031 shares; 2025Q2: 424,088 shares; 2025Q3: 401,768 shares; 2025Q4: 369,168 shares 369,168 $13.6M 0.03% -32,600 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: 85,249 shares; 2024Q4: 85,065 shares; 2025Q1: 91,056 shares; 2025Q2: 153,167 shares; 2025Q3: 151,820 shares; 2025Q4: 151,305 shares 151,305 $12.7M 0.03% -515 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: 14,389 shares; 2024Q4: 14,419 shares; 2025Q1: 14,837 shares; 2025Q2: 14,540 shares; 2025Q3: 14,560 shares; 2025Q4: 14,557 shares 14,557 $12.6M 0.03% -3 Timeline ALG ALAMO GROUP INC More: the full row for ALAMO GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 146,500 shares; 2024Q4: 131,500 shares; 2025Q1: 111,500 shares; 2025Q2: 86,500 shares; 2025Q3: 81,500 shares; 2025Q4: 66,500 shares 66,500 $11.2M 0.03% -15,000 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: 729,246 shares; 2024Q4: 715,380 shares; 2025Q1: 559,831 shares; 2025Q2: 445,273 shares; 2025Q3: 346,024 shares; 2025Q4: 124,248 shares 124,248 $10.7M 0.03% -221,776 Timeline HDB HDFC BANK LTD More: the full row for HDFC BANK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,545 shares; 2024Q4: 87,100 shares; 2025Q1: 93,935 shares; 2025Q2: 95,025 shares; 2025Q3: 190,475 shares; 2025Q4: 281,100 shares 281,100 $10.3M 0.02% +90,625 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: not reported; 2024Q4: 16,442 shares; 2025Q1: 17,716 shares; 2025Q2: 17,921 shares; 2025Q3: 18,039 shares; 2025Q4: 26,336 shares 26,336 $9.29M 0.02% +8,297 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,404 shares; 2024Q4: 8,149 shares; 2025Q1: 10,020 shares; 2025Q2: 10,295 shares; 2025Q3: 10,379 shares; 2025Q4: 24,578 shares 24,578 $9.08M 0.02% +14,199 Timeline CPT CAMDEN PPTY TR More: the full row for CAMDEN PPTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,950 shares; 2024Q4: 18,950 shares; 2025Q1: 18,950 shares; 2025Q2: 18,950 shares; 2025Q3: 18,950 shares; 2025Q4: 78,175 shares 78,175 $8.61M 0.02% +59,225 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: 16,127 shares; 2024Q4: 16,642 shares; 2025Q1: 15,441 shares; 2025Q2: 19,461 shares; 2025Q3: 18,590 shares; 2025Q4: 17,630 shares 17,630 $8.53M 0.02% -960 Timeline BSM BLACK STONE MINERALS L P More: the full row for BLACK STONE MINERALS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 490,740 shares; 2024Q4: 490,740 shares; 2025Q1: 490,740 shares; 2025Q2: 515,045 shares; 2025Q3: 539,351 shares; 2025Q4: 539,351 shares 539,351 $7.17M 0.02% 0 Timeline BKCG BNY MELLON ETF TRUST II More: the full row for BNY MELLON ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 191,899 shares; 2025Q2: 190,665 shares; 2025Q3: 190,665 shares; 2025Q4: 190,665 shares 190,665 $6.94M 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: 4,984 shares; 2024Q4: 9,399 shares; 2025Q1: 12,026 shares; 2025Q2: 11,990 shares; 2025Q3: 11,925 shares; 2025Q4: 11,226 shares 11,226 $6.9M 0.02% -699 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 149,580 shares; 2024Q4: 117,506 shares; 2025Q1: 117,056 shares; 2025Q2: 116,356 shares; 2025Q3: 116,356 shares; 2025Q4: 106,206 shares 106,206 $6.8M 0.02% -10,150 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: 90,858 shares; 2024Q4: 90,108 shares; 2025Q1: 93,075 shares; 2025Q2: 93,075 shares; 2025Q3: 90,108 shares; 2025Q4: 90,108 shares 90,108 $6.62M 0.02% 0 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,240 shares; 2024Q4: 22,795 shares; 2025Q1: 24,329 shares; 2025Q2: 24,589 shares; 2025Q3: 24,639 shares; 2025Q4: 35,569 shares 35,569 $6.6M 0.02% +10,930 Timeline OVV OVINTIV INC More: the full row for OVINTIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 165,824 shares; 2024Q4: 165,824 shares; 2025Q1: 165,824 shares; 2025Q2: 165,824 shares; 2025Q3: 165,824 shares; 2025Q4: 165,824 shares 165,824 $6.5M 0.02% 0 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: 277,651 shares; 2024Q4: 269,075 shares; 2025Q1: 262,092 shares; 2025Q2: 246,697 shares; 2025Q3: 246,697 shares; 2025Q4: 236,287 shares 236,287 $5.88M 0.01% -10,410 Timeline SCI SERVICE CORP INTL More: the full row for SERVICE CORP INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,325 shares; 2024Q4: 74,325 shares; 2025Q1: 74,325 shares; 2025Q2: 74,325 shares; 2025Q3: 74,325 shares; 2025Q4: 74,325 shares 74,325 $5.8M 0.01% 0 Timeline SBR SABINE RTY TR More: the full row for SABINE RTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 275,636 shares; 2024Q4: 255,636 shares; 2025Q1: 225,636 shares; 2025Q2: 134,038 shares; 2025Q3: 134,038 shares; 2025Q4: 81,346 shares 81,346 $5.58M 0.01% -52,692 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: 22,689 shares; 2024Q4: 22,445 shares; 2025Q1: 21,528 shares; 2025Q2: 29,164 shares; 2025Q3: 28,920 shares; 2025Q4: 28,246 shares 28,246 $5.51M 0.01% -674 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: 81,853 shares; 2024Q4: 56,853 shares; 2025Q1: 56,853 shares; 2025Q2: 58,816 shares; 2025Q3: 59,268 shares; 2025Q4: 58,526 shares 58,526 $5.45M 0.01% -742 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: not reported; 2024Q4: 158,575 shares; 2025Q1: 158,575 shares; 2025Q2: 158,575 shares; 2025Q3: 158,575 shares; 2025Q4: 137,970 shares 137,970 $5.4M 0.01% -20,605 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: 19,493 shares; 2024Q4: 19,493 shares; 2025Q1: 19,342 shares; 2025Q2: 17,896 shares; 2025Q3: 17,541 shares; 2025Q4: 17,741 shares 17,741 $5.26M 0.01% +200 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: 403,168 shares; 2024Q4: 429,980 shares; 2025Q1: 385,636 shares; 2025Q2: 94,353 shares; 2025Q3: 66,433 shares; 2025Q4: 27,804 shares 27,804 $5.07M 0.01% -38,629 Timeline KMPR KEMPER CORP More: the full row for KEMPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,209,518 shares; 2024Q4: 943,248 shares; 2025Q1: 807,597 shares; 2025Q2: 689,166 shares; 2025Q3: 689,166 shares; 2025Q4: 120,462 shares 120,462 $4.88M 0.01% -568,704 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: 27,850 shares; 2024Q4: 35,170 shares; 2025Q1: 35,170 shares; 2025Q2: 36,814 shares; 2025Q3: 36,739 shares; 2025Q4: 36,739 shares 36,739 $4.88M 0.01% 0 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: 133,884 shares; 2024Q4: 133,884 shares; 2025Q1: 133,884 shares; 2025Q2: 132,000 shares; 2025Q3: 132,000 shares; 2025Q4: 132,000 shares 132,000 $4.79M 0.01% 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: 62,447 shares; 2024Q4: 62,447 shares; 2025Q1: 62,447 shares; 2025Q2: 44,447 shares; 2025Q3: 42,968 shares; 2025Q4: 30,547 shares 30,547 $4.73M 0.01% -12,421 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: not reported; 2024Q4: 10,392 shares; 2025Q1: 10,392 shares; 2025Q2: 10,358 shares; 2025Q3: 10,058 shares; 2025Q4: 10,000 shares 10,000 $4.53M 0.01% -58 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: 18,508 shares; 2024Q4: 18,570 shares; 2025Q1: 18,460 shares; 2025Q2: 18,460 shares; 2025Q3: 18,335 shares; 2025Q4: 18,335 shares 18,335 $4.52M 0.01% 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: 6,400 shares; 2024Q4: 6,390 shares; 2025Q1: 6,421 shares; 2025Q2: 6,421 shares; 2025Q3: 6,421 shares; 2025Q4: 9,433 shares 9,433 $4.24M 0.01% +3,012 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: 82,717 shares; 2024Q4: 82,516 shares; 2025Q1: 82,088 shares; 2025Q2: 79,940 shares; 2025Q3: 79,320 shares; 2025Q4: 77,420 shares 77,420 $4.09M 0.01% -1,900 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: 20,802 shares; 2024Q4: 18,702 shares; 2025Q1: 20,712 shares; 2025Q2: 18,195 shares; 2025Q3: 18,280 shares; 2025Q4: 18,253 shares 18,253 $3.91M 0.01% -27 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: 40,240 shares; 2024Q4: 34,586 shares; 2025Q1: 28,936 shares; 2025Q2: 28,136 shares; 2025Q3: 27,952 shares; 2025Q4: 28,252 shares 28,252 $3.9M 0.01% +300 Timeline WYNN WYNN RESORTS LTD More: the full row for WYNN RESORTS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,750 shares; 2024Q4: 30,750 shares; 2025Q1: 30,750 shares; 2025Q2: 30,750 shares; 2025Q3: 30,750 shares; 2025Q4: 30,750 shares 30,750 $3.7M 0.01% 0 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: 4,461 shares; 2024Q4: 4,461 shares; 2025Q1: 4,461 shares; 2025Q2: 4,423 shares; 2025Q3: 4,423 shares; 2025Q4: 4,423 shares 4,423 $3.39M 0.01% 0 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: 31,811 shares; 2024Q4: 36,901 shares; 2025Q1: 34,031 shares; 2025Q2: 51,992 shares; 2025Q3: 50,877 shares; 2025Q4: 19,204 shares 19,204 $3.37M 0.01% -31,673 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: 26,868 shares; 2024Q4: 26,868 shares; 2025Q1: 26,838 shares; 2025Q2: 27,071 shares; 2025Q3: 27,071 shares; 2025Q4: 8,398 shares 8,398 $3.27M 0.01% -18,673 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: 4,755 shares; 2024Q4: 8,195 shares; 2025Q1: 6,909 shares; 2025Q2: 6,017 shares; 2025Q3: 5,975 shares; 2025Q4: 5,879 shares 5,879 $3M 0.01% -96 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: 44,056 shares; 2024Q4: 184,056 shares; 2025Q1: 245,013 shares; 2025Q2: 245,013 shares; 2025Q3: 245,013 shares; 2025Q4: 180,024 shares 180,024 $2.97M 0.01% -64,989 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: 23,396 shares; 2024Q4: 22,396 shares; 2025Q1: 21,651 shares; 2025Q2: 21,231 shares; 2025Q3: 21,231 shares; 2025Q4: 21,231 shares 21,231 $2.87M 0.01% 0 Timeline FOX FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,075 shares; 2024Q4: 57,242 shares; 2025Q1: 56,644 shares; 2025Q2: 56,111 shares; 2025Q3: 56,111 shares; 2025Q4: 43,612 shares 43,612 $2.83M 0.01% -12,499 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,496 shares; 2024Q4: 2,760 shares; 2025Q1: 3,135 shares; 2025Q2: 3,135 shares; 2025Q3: 3,149 shares; 2025Q4: 3,135 shares 3,135 $2.76M 0.01% -14 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: 6,565 shares; 2024Q4: 8,440 shares; 2025Q1: 9,644 shares; 2025Q2: 9,065 shares; 2025Q3: 8,996 shares; 2025Q4: 8,927 shares 8,927 $2.75M 0.01% -69 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: 32,095 shares; 2024Q4: 32,095 shares; 2025Q1: 28,095 shares; 2025Q2: 28,095 shares; 2025Q3: 28,123 shares; 2025Q4: 28,095 shares 28,095 $2.7M 0.01% -28 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 75,500 shares; 2025Q1: 75,500 shares; 2025Q2: 75,500 shares; 2025Q3: 75,500 shares; 2025Q4: 75,500 shares 75,500 $2.6M 0.01% 0 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: 7,648 shares; 2024Q4: 7,721 shares; 2025Q1: 7,721 shares; 2025Q2: 7,721 shares; 2025Q3: 7,760 shares; 2025Q4: 7,285 shares 7,285 $2.45M 0.01% -475 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: not reported; 2024Q4: 18,279 shares; 2025Q1: 18,279 shares; 2025Q2: 18,279 shares; 2025Q3: 18,011 shares; 2025Q4: 18,011 shares 18,011 $2.32M 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: 9,000 shares; 2024Q4: 9,000 shares; 2025Q1: 9,000 shares; 2025Q2: 9,000 shares; 2025Q3: 9,000 shares; 2025Q4: 9,016 shares 9,016 $2.32M 0.01% +16 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,810 shares; 2024Q4: 19,810 shares; 2025Q1: 18,566 shares; 2025Q2: 18,066 shares; 2025Q3: 18,066 shares; 2025Q4: 18,066 shares 18,066 $2.31M 0.01% 0 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: 36,205 shares; 2024Q4: 35,578 shares; 2025Q1: 35,426 shares; 2025Q2: 33,793 shares; 2025Q3: 33,793 shares; 2025Q4: 29,297 shares 29,297 $2.26M 0.01% -4,496 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: 32,818 shares; 2024Q4: 32,624 shares; 2025Q1: 28,788 shares; 2025Q2: 28,688 shares; 2025Q3: 28,588 shares; 2025Q4: 28,068 shares 28,068 $2.22M 0.01% -520 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: 57,856 shares; 2024Q4: 53,246 shares; 2025Q1: 52,490 shares; 2025Q2: 52,490 shares; 2025Q3: 52,490 shares; 2025Q4: 42,340 shares 42,340 $2.15M 0.01% -10,150 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 427 shares; 2024Q4: 1,247 shares; 2025Q1: 1,514 shares; 2025Q2: 841 shares; 2025Q3: 835 shares; 2025Q4: 3,099 shares 3,099 $2.12M 0.01% +2,264 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: 47,961 shares; 2024Q4: 55,118 shares; 2025Q1: 54,418 shares; 2025Q2: 52,518 shares; 2025Q3: 52,518 shares; 2025Q4: 52,518 shares 52,518 $2.02M <0.01% 0 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: not reported; 2024Q4: 7,688 shares; 2025Q1: 7,688 shares; 2025Q2: 7,573 shares; 2025Q3: 7,113 shares; 2025Q4: 6,798 shares 6,798 $1.97M <0.01% -315 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,187 shares; 2024Q4: 7,312 shares; 2025Q1: 9,038 shares; 2025Q2: 8,899 shares; 2025Q3: 8,899 shares; 2025Q4: 8,899 shares 8,899 $1.96M <0.01% 0 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: 4,748 shares; 2024Q4: 4,642 shares; 2025Q1: 4,403 shares; 2025Q2: 4,323 shares; 2025Q3: 3,967 shares; 2025Q4: 3,342 shares 3,342 $1.94M <0.01% -625 Timeline SHAK SHAKE SHACK INC More: the full row for SHAKE SHACK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,718 shares; 2024Q4: 23,718 shares; 2025Q1: 23,718 shares; 2025Q2: 23,718 shares; 2025Q3: 23,718 shares; 2025Q4: 23,718 shares 23,718 $1.93M <0.01% 0 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,675 shares; 2024Q4: 2,675 shares; 2025Q1: 2,600 shares; 2025Q2: 2,585 shares; 2025Q3: 2,550 shares; 2025Q4: 2,475 shares 2,475 $1.91M <0.01% -75 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: 8,237 shares; 2024Q4: 8,287 shares; 2025Q1: 8,454 shares; 2025Q2: 8,538 shares; 2025Q3: 8,299 shares; 2025Q4: 8,299 shares 8,299 $1.9M <0.01% 0 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,992 shares; 2024Q4: 81,197 shares; 2025Q1: 49,844 shares; 2025Q2: 49,819 shares; 2025Q3: 49,666 shares; 2025Q4: 34,115 shares 34,115 $1.88M <0.01% -15,551 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: 884 shares; 2024Q4: 884 shares; 2025Q1: 3,187 shares; 2025Q2: 3,187 shares; 2025Q3: 3,129 shares; 2025Q4: 2,878 shares 2,878 $1.8M <0.01% -251 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: 7,511 shares; 2024Q4: 7,685 shares; 2025Q1: 7,685 shares; 2025Q2: 7,360 shares; 2025Q3: 7,409 shares; 2025Q4: 7,409 shares 7,409 $1.79M <0.01% 0 Timeline CCK CROWN HLDGS INC More: the full row for CROWN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,200 shares; 2024Q4: 16,200 shares; 2025Q1: 16,200 shares; 2025Q2: 16,200 shares; 2025Q3: 16,200 shares; 2025Q4: 16,200 shares 16,200 $1.67M <0.01% 0 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,850 shares; 2024Q4: 24,901 shares; 2025Q1: 26,735 shares; 2025Q2: 26,758 shares; 2025Q3: 25,895 shares; 2025Q4: 26,075 shares 26,075 $1.65M <0.01% +180 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: 57,570 shares; 2024Q4: 60,510 shares; 2025Q1: 63,876 shares; 2025Q2: 64,586 shares; 2025Q3: 64,686 shares; 2025Q4: 34,140 shares 34,140 $1.63M <0.01% -30,546 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: 2,629 shares; 2024Q4: 2,529 shares; 2025Q1: 2,404 shares; 2025Q2: 2,404 shares; 2025Q3: 2,404 shares; 2025Q4: 2,404 shares 2,404 $1.63M <0.01% 0 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,881 shares; 2024Q4: 4,881 shares; 2025Q1: 4,581 shares; 2025Q2: 4,581 shares; 2025Q3: 4,580 shares; 2025Q4: 4,580 shares 4,580 $1.62M <0.01% 0 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: 9,147 shares; 2024Q4: 9,147 shares; 2025Q1: 9,147 shares; 2025Q2: 9,147 shares; 2025Q3: 9,147 shares; 2025Q4: 9,147 shares 9,147 $1.46M <0.01% 0 Timeline CHTR CHARTER COMMUNICATIONS INC More: the full row for CHARTER COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,333 shares; 2024Q4: 36,553 shares; 2025Q1: 36,553 shares; 2025Q2: 36,553 shares; 2025Q3: 36,561 shares; 2025Q4: 6,974 shares 6,974 $1.46M <0.01% -29,587 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: 9,119 shares; 2024Q4: 9,119 shares; 2025Q1: 17,719 shares; 2025Q2: 14,314 shares; 2025Q3: 7,614 shares; 2025Q4: 7,614 shares 7,614 $1.4M <0.01% 0 Timeline KEX KIRBY CORP More: the full row for KIRBY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,097 shares; 2024Q4: 12,278 shares; 2025Q1: 12,278 shares; 2025Q2: 12,278 shares; 2025Q3: 12,278 shares; 2025Q4: 12,278 shares 12,278 $1.35M <0.01% 0 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,716 shares; 2024Q4: 2,716 shares; 2025Q1: 2,716 shares; 2025Q2: 2,716 shares; 2025Q3: 2,728 shares; 2025Q4: 2,711 shares 2,711 $1.33M <0.01% -17 Timeline IYY 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: 8,000 shares; 2024Q4: 8,000 shares; 2025Q1: 8,000 shares; 2025Q2: 8,000 shares; 2025Q3: 8,000 shares; 2025Q4: 8,000 shares 8,000 $1.33M <0.01% 0 Timeline FMX FOMENTO ECONOMICO MEXICANO S More: the full row for FOMENTO ECONOMICO MEXICANO S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,132 shares; 2024Q4: 17,132 shares; 2025Q1: 14,132 shares; 2025Q2: 13,932 shares; 2025Q3: 13,932 shares; 2025Q4: 12,733 shares 12,733 $1.29M <0.01% -1,199 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: 33,300 shares; 2024Q4: 33,300 shares; 2025Q1: 24,935 shares; 2025Q2: 24,935 shares; 2025Q3: 19,835 shares; 2025Q4: 17,134 shares 17,134 $1.26M <0.01% -2,701 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,540 shares; 2024Q4: 15,390 shares; 2025Q1: 12,350 shares; 2025Q2: 9,250 shares; 2025Q3: 9,100 shares; 2025Q4: 9,100 shares 9,100 $1.26M <0.01% 0 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: 251 shares; 2024Q4: 241 shares; 2025Q1: 247 shares; 2025Q2: 250 shares; 2025Q3: 244 shares; 2025Q4: 226 shares 226 $1.21M <0.01% -18 Timeline IHG INTERCONTINENTAL HOTELS GROU More: the full row for INTERCONTINENTAL HOTELS GROU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,065 shares; 2024Q4: 8,075 shares; 2025Q1: 8,075 shares; 2025Q2: 8,075 shares; 2025Q3: 8,075 shares; 2025Q4: 8,075 shares 8,075 $1.14M <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: 20,814 shares; 2024Q4: 20,814 shares; 2025Q1: 42,775 shares; 2025Q2: 42,775 shares; 2025Q3: 42,775 shares; 2025Q4: 20,814 shares 20,814 $1.11M <0.01% -21,961 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: 5,419 shares; 2024Q4: 5,319 shares; 2025Q1: 4,075 shares; 2025Q2: 4,075 shares; 2025Q3: 3,898 shares; 2025Q4: 3,748 shares 3,748 $1.08M <0.01% -150 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: 7,122 shares; 2024Q4: 8,887 shares; 2025Q1: 7,133 shares; 2025Q2: 6,921 shares; 2025Q3: 6,921 shares; 2025Q4: 6,621 shares 6,621 $1.08M <0.01% -300 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: 13,000 shares; 2025Q1: 13,000 shares; 2025Q2: 17,805 shares; 2025Q3: 17,834 shares; 2025Q4: 6,134 shares 6,134 $1.05M <0.01% -11,700 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: 6,681 shares; 2024Q4: 6,681 shares; 2025Q1: 6,681 shares; 2025Q2: 6,681 shares; 2025Q3: 6,675 shares; 2025Q4: 6,646 shares 6,646 $1.01M <0.01% -29 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: 16,085 shares; 2024Q4: 16,085 shares; 2025Q1: 24,056 shares; 2025Q2: 16,085 shares; 2025Q3: 16,085 shares; 2025Q4: 16,085 shares 16,085 $967K <0.01% 0 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: 200 shares; 2024Q4: 277 shares; 2025Q1: 277 shares; 2025Q2: 277 shares; 2025Q3: 277 shares; 2025Q4: 277 shares 277 $939K <0.01% 0 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,677 shares; 2024Q4: 1,890 shares; 2025Q1: 1,440 shares; 2025Q2: 1,454 shares; 2025Q3: 1,468 shares; 2025Q4: 1,468 shares 1,468 $914K <0.01% 0 Timeline CR CRANE COMPANY More: the full row for CRANE COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,099 shares; 2024Q4: 5,099 shares; 2025Q1: 5,099 shares; 2025Q2: 5,099 shares; 2025Q3: 4,949 shares; 2025Q4: 4,949 shares 4,949 $913K <0.01% 0 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,680 shares; 2024Q4: 9,949 shares; 2025Q1: 9,249 shares; 2025Q2: 9,249 shares; 2025Q3: 9,249 shares; 2025Q4: 9,249 shares 9,249 $896K <0.01% 0 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,812 shares; 2024Q4: 36,221 shares; 2025Q1: 37,893 shares; 2025Q2: 36,709 shares; 2025Q3: 36,221 shares; 2025Q4: 36,039 shares 36,039 $895K <0.01% -182 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,576 shares; 2024Q4: 1,576 shares; 2025Q1: 2,272 shares; 2025Q2: 1,539 shares; 2025Q3: 1,539 shares; 2025Q4: 1,539 shares 1,539 $878K <0.01% 0 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,954 shares; 2024Q4: 6,954 shares; 2025Q1: 6,953 shares; 2025Q2: 6,942 shares; 2025Q3: 6,942 shares; 2025Q4: 6,942 shares 6,942 $874K <0.01% 0 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,965 shares; 2024Q4: 13,755 shares; 2025Q1: 10,477 shares; 2025Q2: 10,477 shares; 2025Q3: 10,477 shares; 2025Q4: 10,037 shares 10,037 $856K <0.01% -440 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: 13,844 shares; 2024Q4: 13,544 shares; 2025Q1: 13,344 shares; 2025Q2: 13,439 shares; 2025Q3: 13,049 shares; 2025Q4: 12,649 shares 12,649 $850K <0.01% -400 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: 9,500 shares; 2024Q4: 9,500 shares; 2025Q1: 9,500 shares; 2025Q2: 9,500 shares; 2025Q3: 9,613 shares; 2025Q4: 9,613 shares 9,613 $842K <0.01% 0 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,160 shares; 2024Q4: 2,380 shares; 2025Q1: 2,380 shares; 2025Q2: 2,380 shares; 2025Q3: 2,399 shares; 2025Q4: 2,380 shares 2,380 $836K <0.01% -19 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: not reported; 2024Q4: not reported; 2025Q1: 4,722 shares; 2025Q2: 5,255 shares; 2025Q3: 5,444 shares; 2025Q4: 5,444 shares 5,444 $836K <0.01% 0 Timeline ITGR INTEGER HLDGS CORP More: the full row for INTEGER HLDGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares 10,000 $784K <0.01% 0 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,444 shares; 2024Q4: 12,444 shares; 2025Q1: 12,444 shares; 2025Q2: 12,444 shares; 2025Q3: 12,444 shares; 2025Q4: 12,444 shares 12,444 $777K <0.01% 0 Timeline UNILEVER PLC 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: 13,237 shares; 2024Q4: 13,237 shares; 2025Q1: 13,237 shares; 2025Q2: 13,237 shares; 2025Q3: 13,237 shares; 2025Q4: 11,866 shares 11,866 $776K <0.01% -1,371 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: 2,330 shares; 2024Q4: 4,510 shares; 2025Q1: 4,788 shares; 2025Q2: 4,260 shares; 2025Q3: 4,310 shares; 2025Q4: 4,184 shares 4,184 $771K <0.01% -126 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: 4,078 shares; 2024Q4: 4,078 shares; 2025Q1: 2,420 shares; 2025Q2: 2,420 shares; 2025Q3: 2,420 shares; 2025Q4: 2,420 shares 2,420 $691K <0.01% 0 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,893 shares; 2024Q4: 2,893 shares; 2025Q1: 2,568 shares; 2025Q2: 10,395 shares; 2025Q3: 10,736 shares; 2025Q4: 10,736 shares 10,736 $690K <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: 651 shares; 2024Q4: 717 shares; 2025Q1: 1,344 shares; 2025Q2: not reported; 2025Q3: 568 shares; 2025Q4: 1,820 shares 1,820 $680K <0.01% +1,252 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares 10,000 $670K <0.01% 0 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 375 shares; 2024Q4: 477 shares; 2025Q1: 477 shares; 2025Q2: 7,530 shares; 2025Q3: 7,635 shares; 2025Q4: 7,335 shares 7,335 $669K <0.01% -300 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: 6,507 shares; 2024Q4: 7,795 shares; 2025Q1: 7,795 shares; 2025Q2: 7,795 shares; 2025Q3: 7,483 shares; 2025Q4: 6,583 shares 6,583 $664K <0.01% -900 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: 624 shares; 2024Q4: 686 shares; 2025Q1: 656 shares; 2025Q2: 656 shares; 2025Q3: 656 shares; 2025Q4: 656 shares 656 $662K <0.01% 0 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: 2,646 shares; 2024Q4: 2,746 shares; 2025Q1: 2,860 shares; 2025Q2: 2,706 shares; 2025Q3: 2,731 shares; 2025Q4: 2,394 shares 2,394 $634K <0.01% -337 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: 8,525 shares; 2024Q4: 9,150 shares; 2025Q1: 7,989 shares; 2025Q2: 7,900 shares; 2025Q3: 7,650 shares; 2025Q4: 7,650 shares 7,650 $627K <0.01% 0 Timeline CFR CULLEN FROST BANKERS INC More: the full row for CULLEN FROST BANKERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,922 shares; 2024Q4: 4,892 shares; 2025Q1: 4,867 shares; 2025Q2: 4,867 shares; 2025Q3: 4,842 shares; 2025Q4: 4,842 shares 4,842 $613K <0.01% 0 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,200 shares; 2024Q4: 1,200 shares; 2025Q1: 1,200 shares; 2025Q2: 1,200 shares; 2025Q3: 1,200 shares; 2025Q4: 1,200 shares 1,200 $613K <0.01% 0 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,211 shares; 2024Q4: 7,211 shares; 2025Q1: 7,602 shares; 2025Q2: 7,211 shares; 2025Q3: 7,211 shares; 2025Q4: 7,211 shares 7,211 $613K <0.01% 0 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,326 shares; 2024Q4: 2,326 shares; 2025Q1: 2,326 shares; 2025Q2: 2,382 shares; 2025Q3: 2,382 shares; 2025Q4: 2,326 shares 2,326 $611K <0.01% -56 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: 483 shares; 2024Q4: 483 shares; 2025Q1: 1,288 shares; 2025Q2: 1,415 shares; 2025Q3: 1,415 shares; 2025Q4: 6,438 shares 6,438 $604K <0.01% +5,023 Timeline CYBERARK SOFTWARE LTD/ISRAEL CYBERARK SOFTWARE LTD/ISRAEL More: the full row for CYBERARK SOFTWARE LTD/ISRAEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,348 shares; 2024Q4: 1,348 shares; 2025Q1: 1,348 shares; 2025Q2: 1,348 shares; 2025Q3: 1,348 shares; 2025Q4: 1,348 shares 1,348 $601K <0.01% 0 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: 14,415 shares; 2024Q4: 14,415 shares; 2025Q1: 12,715 shares; 2025Q2: 12,715 shares; 2025Q3: 12,715 shares; 2025Q4: 12,715 shares 12,715 $591K <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: 14,704 shares; 2024Q4: 14,704 shares; 2025Q1: 26,490 shares; 2025Q2: 26,490 shares; 2025Q3: 26,490 shares; 2025Q4: 14,704 shares 14,704 $581K <0.01% -11,786 Timeline SIGI SELECTIVE INS GROUP INC More: the full row for SELECTIVE INS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,846 shares; 2025Q4: 6,846 shares 6,846 $573K <0.01% 0 Timeline FIGS FIGS INC More: the full row for FIGS 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: 50,000 shares; 2025Q2: 50,000 shares; 2025Q3: 50,000 shares; 2025Q4: 50,000 shares 50,000 $568K <0.01% 0 Timeline PB PROSPERITY BANCSHARES INC More: the full row for PROSPERITY BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,338 shares; 2024Q4: 8,338 shares; 2025Q1: 8,338 shares; 2025Q2: 8,188 shares; 2025Q3: 8,188 shares; 2025Q4: 8,188 shares 8,188 $566K <0.01% 0 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: 15,593 shares; 2024Q4: 15,593 shares; 2025Q1: 15,593 shares; 2025Q2: 15,593 shares; 2025Q3: 15,593 shares; 2025Q4: 15,593 shares 15,593 $566K <0.01% 0 Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,675 shares; 2024Q4: 6,675 shares; 2025Q1: 6,675 shares; 2025Q2: 6,675 shares; 2025Q3: 6,675 shares; 2025Q4: 6,675 shares 6,675 $547K <0.01% 0 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: 9,473 shares; 2024Q4: 8,273 shares; 2025Q1: 6,773 shares; 2025Q2: 6,773 shares; 2025Q3: 6,913 shares; 2025Q4: 6,773 shares 6,773 $538K <0.01% -140 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: 2,916 shares; 2024Q4: 2,916 shares; 2025Q1: 2,916 shares; 2025Q2: 2,627 shares; 2025Q3: 2,627 shares; 2025Q4: 2,627 shares 2,627 $533K <0.01% 0 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,988 shares; 2025Q1: 2,987 shares; 2025Q2: 2,988 shares; 2025Q3: 2,988 shares; 2025Q4: 2,988 shares 2,988 $531K <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: 3,216 shares; 2025Q1: 3,216 shares; 2025Q2: 4,028 shares; 2025Q3: 4,014 shares; 2025Q4: 4,014 shares 4,014 $526K <0.01% 0 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: not reported; 2024Q4: 1,515 shares; 2025Q1: 1,215 shares; 2025Q2: 2,631 shares; 2025Q3: 2,528 shares; 2025Q4: 2,128 shares 2,128 $516K <0.01% -400 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,151 shares; 2024Q4: 1,341 shares; 2025Q1: 1,341 shares; 2025Q2: 1,341 shares; 2025Q3: 1,341 shares; 2025Q4: 1,341 shares 1,341 $514K <0.01% 0 Timeline FOXA FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,806 shares; 2024Q4: 14,806 shares; 2025Q1: 14,781 shares; 2025Q2: 14,781 shares; 2025Q3: 10,781 shares; 2025Q4: 7,003 shares 7,003 $512K <0.01% -3,778 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: 3,793 shares; 2024Q4: 5,351 shares; 2025Q1: 5,641 shares; 2025Q2: 5,216 shares; 2025Q3: 5,327 shares; 2025Q4: 5,327 shares 5,327 $508K <0.01% 0 Timeline HALO HALOZYME THERAPEUTICS INC More: the full row for HALOZYME THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,500 shares; 2025Q1: 7,500 shares; 2025Q2: 7,500 shares; 2025Q3: 7,500 shares; 2025Q4: 7,500 shares 7,500 $505K <0.01% 0 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: not reported; 2024Q4: 365 shares; 2025Q1: 365 shares; 2025Q2: 550 shares; 2025Q3: 573 shares; 2025Q4: 573 shares 573 $504K <0.01% 0 Timeline EXP EAGLE MATLS INC More: the full row for EAGLE MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,425 shares; 2024Q4: 2,425 shares; 2025Q1: 2,425 shares; 2025Q2: 2,425 shares; 2025Q3: 2,425 shares; 2025Q4: 2,425 shares 2,425 $501K <0.01% 0 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,900 shares; 2024Q4: 10,900 shares; 2025Q1: 9,400 shares; 2025Q2: 9,400 shares; 2025Q3: 9,400 shares; 2025Q4: 9,400 shares 9,400 $498K <0.01% 0 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,545 shares; 2024Q4: 1,545 shares; 2025Q1: 1,545 shares; 2025Q2: 1,545 shares; 2025Q3: 1,545 shares; 2025Q4: 1,545 shares 1,545 $494K <0.01% 0 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,387 shares; 2024Q4: 9,753 shares; 2025Q1: 7,130 shares; 2025Q2: 4,882 shares; 2025Q3: 4,523 shares; 2025Q4: 4,336 shares 4,336 $486K <0.01% -187 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: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares 1,000 $469K <0.01% 0 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,540 shares; 2024Q4: 17,060 shares; 2025Q1: 16,540 shares; 2025Q2: 17,757 shares; 2025Q3: 16,540 shares; 2025Q4: 16,540 shares 16,540 $467K <0.01% 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: 2,060 shares; 2024Q4: 4,276 shares; 2025Q1: 3,526 shares; 2025Q2: 3,526 shares; 2025Q3: 3,526 shares; 2025Q4: 3,526 shares 3,526 $464K <0.01% 0 Timeline POWL POWELL INDS INC More: the full row for POWELL INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,450 shares; 2025Q1: 1,450 shares; 2025Q2: 1,450 shares; 2025Q3: 1,450 shares; 2025Q4: 1,450 shares 1,450 $462K <0.01% 0 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,599 shares; 2024Q4: 6,632 shares; 2025Q1: 6,099 shares; 2025Q2: 3,950 shares; 2025Q3: 3,400 shares; 2025Q4: 2,650 shares 2,650 $453K <0.01% -750 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: 7,800 shares; 2024Q4: 7,800 shares; 2025Q1: 7,800 shares; 2025Q2: 7,800 shares; 2025Q3: 7,800 shares; 2025Q4: 7,800 shares 7,800 $448K <0.01% 0 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 742 shares; 2025Q1: 716 shares; 2025Q2: 682 shares; 2025Q3: 682 shares; 2025Q4: 682 shares 682 $446K <0.01% 0 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 914 shares; 2024Q4: 1,514 shares; 2025Q1: 1,314 shares; 2025Q2: 1,314 shares; 2025Q3: 1,314 shares; 2025Q4: 1,314 shares 1,314 $424K <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: 1,872 shares; 2024Q4: 2,272 shares; 2025Q1: 2,272 shares; 2025Q2: 2,288 shares; 2025Q3: 2,216 shares; 2025Q4: 2,216 shares 2,216 $417K <0.01% 0 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: 8,185 shares; 2024Q4: 7,185 shares; 2025Q1: 5,985 shares; 2025Q2: 5,185 shares; 2025Q3: 5,290 shares; 2025Q4: 5,185 shares 5,185 $416K <0.01% -105 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: 8,584 shares; 2024Q4: 8,584 shares; 2025Q1: 7,411 shares; 2025Q2: 7,074 shares; 2025Q3: 5,097 shares; 2025Q4: 5,097 shares 5,097 $414K <0.01% 0 Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,849 shares; 2024Q4: 6,849 shares; 2025Q1: 6,849 shares; 2025Q2: 6,849 shares; 2025Q3: 6,849 shares; 2025Q4: 6,849 shares 6,849 $405K <0.01% 0 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,300 shares; 2024Q4: 2,300 shares; 2025Q1: 2,300 shares; 2025Q2: 2,300 shares; 2025Q3: 2,300 shares; 2025Q4: 2,300 shares 2,300 $405K <0.01% 0 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares 500 $405K <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: 1,336 shares; 2024Q4: 1,336 shares; 2025Q1: 1,392 shares; 2025Q2: 1,475 shares; 2025Q3: 1,543 shares; 2025Q4: 1,404 shares 1,404 $403K <0.01% -139 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,709 shares; 2025Q4: 5,019 shares 5,019 $396K <0.01% -1,690 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,935 shares 16,935 $395K <0.01% new Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,812 shares; 2025Q4: 5,812 shares 5,812 $391K <0.01% 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: 3,608 shares; 2024Q4: 2,858 shares; 2025Q1: 2,858 shares; 2025Q2: 2,858 shares; 2025Q3: 2,858 shares; 2025Q4: 2,858 shares 2,858 $390K <0.01% 0 Timeline CPB THE CAMPBELLS COMPANY More: the full row for THE CAMPBELLS COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,100 shares; 2024Q4: 15,100 shares; 2025Q1: 15,100 shares; 2025Q2: 15,100 shares; 2025Q3: 14,000 shares; 2025Q4: 14,000 shares 14,000 $390K <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: not reported; 2024Q4: 952 shares; 2025Q1: 952 shares; 2025Q2: 1,167 shares; 2025Q3: 985 shares; 2025Q4: 985 shares 985 $383K <0.01% 0 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: 1,676 shares; 2024Q4: 8,380 shares; 2025Q1: 8,380 shares; 2025Q2: 7,655 shares; 2025Q3: 7,655 shares; 2025Q4: 7,655 shares 7,655 $383K <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: not reported; 2024Q4: 2,964 shares; 2025Q1: 2,964 shares; 2025Q2: 2,964 shares; 2025Q3: 2,764 shares; 2025Q4: 2,764 shares 2,764 $376K <0.01% 0 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,550 shares; 2024Q4: 3,250 shares; 2025Q1: 3,250 shares; 2025Q2: 3,250 shares; 2025Q3: 3,250 shares; 2025Q4: 3,250 shares 3,250 $375K <0.01% 0 Timeline VABK VIRGINIA NATL BK CHRLOTSVLE More: the full row for VIRGINIA NATL BK CHRLOTSVLE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,719 shares; 2024Q4: 9,402 shares; 2025Q1: 9,402 shares; 2025Q2: 9,402 shares; 2025Q3: 9,402 shares; 2025Q4: 9,402 shares 9,402 $375K <0.01% 0 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,101 shares; 2024Q4: 3,101 shares; 2025Q1: 2,924 shares; 2025Q2: 2,924 shares; 2025Q3: 2,724 shares; 2025Q4: 2,724 shares 2,724 $371K <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: 667 shares; 2024Q4: 492 shares; 2025Q1: not reported; 2025Q2: 292 shares; 2025Q3: 292 shares; 2025Q4: 292 shares 292 $355K <0.01% 0 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,403 shares; 2024Q4: 1,404 shares; 2025Q1: 1,403 shares; 2025Q2: 1,403 shares; 2025Q3: 1,403 shares; 2025Q4: 1,403 shares 1,403 $345K <0.01% 0 Timeline NWSA NEWS CORP NEW More: the full row for NEWS CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,714 shares; 2024Q4: 15,714 shares; 2025Q1: 15,714 shares; 2025Q2: 15,714 shares; 2025Q3: 15,714 shares; 2025Q4: 13,214 shares 13,214 $345K <0.01% -2,500 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: 3,754 shares; 2024Q4: 3,754 shares; 2025Q1: 3,063 shares; 2025Q2: 2,700 shares; 2025Q3: 2,700 shares; 2025Q4: 2,700 shares 2,700 $332K <0.01% 0 Timeline QQQM 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,200 shares 1,200 $304K <0.01% new Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,875 shares; 2025Q3: 1,875 shares; 2025Q4: 1,875 shares 1,875 $282K <0.01% 0 Timeline NMFC NEW MTN FIN CORP More: the full row for NEW MTN FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,272 shares; 2024Q4: 30,272 shares; 2025Q1: 30,272 shares; 2025Q2: 30,272 shares; 2025Q3: 30,272 shares; 2025Q4: 30,272 shares 30,272 $279K <0.01% 0 Timeline CADE CADENCE BANK More: the full row for CADENCE BANK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,435 shares; 2024Q4: 6,435 shares; 2025Q1: not reported; 2025Q2: 6,435 shares; 2025Q3: 6,435 shares; 2025Q4: 6,435 shares 6,435 $276K <0.01% 0 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: 1,450 shares; 2024Q4: 1,450 shares; 2025Q1: 1,450 shares; 2025Q2: 1,450 shares; 2025Q3: 1,450 shares; 2025Q4: 1,450 shares 1,450 $269K <0.01% 0 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 550 shares; 2024Q4: 550 shares; 2025Q1: 550 shares; 2025Q2: 550 shares; 2025Q3: 550 shares; 2025Q4: 550 shares 550 $264K <0.01% 0 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,896 shares; 2024Q4: 1,896 shares; 2025Q1: 1,896 shares; 2025Q2: 1,896 shares; 2025Q3: 1,896 shares; 2025Q4: 1,896 shares 1,896 $260K <0.01% 0 Timeline PAGP PLAINS GP HLDGS L P More: the full row for PLAINS GP HLDGS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,002 shares; 2024Q4: 13,002 shares; 2025Q1: 33,213 shares; 2025Q2: 33,213 shares; 2025Q3: 33,213 shares; 2025Q4: 13,002 shares 13,002 $249K <0.01% -20,211 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: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 6,000 shares; 2025Q3: 6,000 shares; 2025Q4: 6,000 shares 6,000 $241K <0.01% 0 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,411 shares; 2024Q4: 3,411 shares; 2025Q1: 3,411 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,000 shares 3,000 $240K <0.01% new Timeline POOL POOL CORP More: the full row for POOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,946 shares; 2024Q4: 1,096 shares; 2025Q1: 1,096 shares; 2025Q2: 1,034 shares; 2025Q3: 1,091 shares; 2025Q4: 1,034 shares 1,034 $237K <0.01% -57 Timeline HHH HOWARD HUGHES HOLDINGS INC More: the full row for HOWARD HUGHES HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,931 shares; 2024Q4: 2,931 shares; 2025Q1: 2,931 shares; 2025Q2: not reported; 2025Q3: 2,931 shares; 2025Q4: 2,931 shares 2,931 $234K <0.01% 0 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 128 shares; 2025Q2: 115 shares; 2025Q3: 115 shares; 2025Q4: 115 shares 115 $232K <0.01% 0 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,300 shares; 2025Q2: 3,300 shares; 2025Q3: 3,649 shares; 2025Q4: 3,300 shares 3,300 $231K <0.01% -349 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,560 shares; 2025Q4: 2,560 shares 2,560 $229K <0.01% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,149 shares; 2025Q4: 1,149 shares 1,149 $228K <0.01% 0 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,807 shares; 2025Q1: 15,349 shares; 2025Q2: 4,726 shares; 2025Q3: 4,726 shares; 2025Q4: 4,726 shares 4,726 $226K <0.01% 0 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,877 shares; 2025Q4: 1,877 shares 1,877 $225K <0.01% 0 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: 5,451 shares; 2024Q4: 5,451 shares; 2025Q1: 5,451 shares; 2025Q2: 6,451 shares; 2025Q3: 5,451 shares; 2025Q4: 5,451 shares 5,451 $224K <0.01% 0 Timeline CXT CRANE NXT CO More: the full row for CRANE NXT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,099 shares; 2024Q4: 5,099 shares; 2025Q1: 5,099 shares; 2025Q2: 5,099 shares; 2025Q3: 4,699 shares; 2025Q4: 4,699 shares 4,699 $221K <0.01% 0 Timeline WLKP WESTLAKE CHEM PARTNERS LP More: the full row for WESTLAKE CHEM PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,500 shares; 2024Q4: 11,500 shares; 2025Q1: 11,500 shares; 2025Q2: 11,500 shares; 2025Q3: 11,500 shares; 2025Q4: 11,500 shares 11,500 $218K <0.01% 0 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: 2,500 shares; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares; 2025Q2: 2,500 shares; 2025Q3: 2,500 shares; 2025Q4: 2,500 shares 2,500 $218K <0.01% 0 Timeline TCBI TEXAS CAP BANCSHARES INC More: the full row for TEXAS CAP BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,400 shares; 2025Q4: 2,400 shares 2,400 $217K <0.01% 0 Timeline MSGS MADISON SQUARE GRDN SPRT COR More: the full row for MADISON SQUARE GRDN SPRT COR 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: 824 shares 824 $213K <0.01% new Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,100 shares 1,100 $213K <0.01% new 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: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares 2,000 $205K <0.01% 0 Timeline ARLP ALLIANCE RESOURCE PARTNERS L More: the full row for ALLIANCE RESOURCE PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,800 shares; 2024Q4: 8,800 shares; 2025Q1: 8,800 shares; 2025Q2: 8,800 shares; 2025Q3: 8,800 shares; 2025Q4: 8,800 shares 8,800 $204K <0.01% 0 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 482 shares 482 $203K <0.01% new Timeline BIL 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: 2,200 shares; 2024Q4: 2,200 shares; 2025Q1: 2,200 shares; 2025Q2: 2,200 shares; 2025Q3: 2,635 shares; 2025Q4: 2,200 shares 2,200 $201K <0.01% -435 Timeline ORN ORION GROUP HLDGS INC More: the full row for ORION GROUP HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,674 shares; 2025Q1: 19,674 shares; 2025Q2: 19,674 shares; 2025Q3: 19,674 shares; 2025Q4: 19,674 shares 19,674 $196K <0.01% 0 Timeline GLDD GREAT LAKES DREDGE & DOCK CO More: the full row for GREAT LAKES DREDGE & DOCK CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,512 shares; 2025Q1: 17,512 shares; 2025Q2: 17,512 shares; 2025Q3: 17,512 shares; 2025Q4: 12,966 shares 12,966 $170K <0.01% -4,546 Timeline OGN ORGANON & CO More: the full row for ORGANON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,799 shares; 2024Q4: 21,595 shares; 2025Q1: 21,308 shares; 2025Q2: 21,178 shares; 2025Q3: 19,697 shares; 2025Q4: 17,197 shares 17,197 $123K <0.01% -2,500 Timeline NAUT NAUTILUS BIOTECHNOLOGY INC More: the full row for NAUTILUS BIOTECHNOLOGY 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: 45,000 shares; 2025Q2: 45,000 shares; 2025Q3: 45,000 shares; 2025Q4: 45,000 shares 45,000 $87.8K <0.01% 0 Timeline