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: restricted; 2024Q4: 929,084 shares; 2025Q1: 936,553 shares; 2025Q2: 948,407 shares; 2025Q3: 970,302 shares; 2025Q4: 980,292 shares 980,292 $474M 7.6% +9,990 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: restricted; 2024Q4: 1,424,062 shares; 2025Q1: 1,336,919 shares; 2025Q2: 1,373,479 shares; 2025Q3: 1,380,271 shares; 2025Q4: 1,311,819 shares 1,311,819 $411M 6.58% -68,452 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,233,360 shares; 2025Q1: 1,241,722 shares; 2025Q2: 1,245,752 shares; 2025Q3: 1,231,595 shares; 2025Q4: 1,359,550 shares 1,359,550 $370M 5.92% +127,955 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: restricted; 2024Q4: 1,840,437 shares; 2025Q1: 1,933,144 shares; 2025Q2: 1,983,319 shares; 2025Q3: 1,880,340 shares; 2025Q4: 1,885,332 shares 1,885,332 $352M 5.64% +4,992 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: restricted; 2024Q4: 809,455 shares; 2025Q1: 786,424 shares; 2025Q2: 789,698 shares; 2025Q3: 765,003 shares; 2025Q4: 707,330 shares 707,330 $245M 3.92% -57,673 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: restricted; 2024Q4: 764,950 shares; 2025Q1: 774,578 shares; 2025Q2: 761,725 shares; 2025Q3: 741,452 shares; 2025Q4: 745,717 shares 745,717 $240M 3.85% +4,265 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,182,168 shares; 2025Q1: 1,201,620 shares; 2025Q2: 1,235,391 shares; 2025Q3: 1,299,428 shares; 2025Q4: 1,634,838 shares 1,634,838 $151M 2.42% +335,410 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: restricted; 2024Q4: 628,154 shares; 2025Q1: 639,293 shares; 2025Q2: 644,425 shares; 2025Q3: 647,685 shares; 2025Q4: 650,498 shares 650,498 $149M 2.38% +2,813 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: restricted; 2024Q4: 595,067 shares; 2025Q1: 610,329 shares; 2025Q2: 629,035 shares; 2025Q3: 633,013 shares; 2025Q4: 640,905 shares 640,905 $148M 2.37% +7,892 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: restricted; 2024Q4: 577,952 shares; 2025Q1: 1,242,016 shares; 2025Q2: 1,266,015 shares; 2025Q3: 1,316,012 shares; 2025Q4: 1,885,691 shares 1,885,691 $145M 2.33% +569,679 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: restricted; 2024Q4: 179,926 shares; 2025Q1: 182,847 shares; 2025Q2: 185,800 shares; 2025Q3: 195,292 shares; 2025Q4: 202,547 shares 202,547 $139M 2.22% +7,255 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: restricted; 2024Q4: 626,969 shares; 2025Q1: 730,975 shares; 2025Q2: 744,153 shares; 2025Q3: 748,423 shares; 2025Q4: 898,382 shares 898,382 $137M 2.19% +149,959 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: restricted; 2024Q4: 1,064,840 shares; 2025Q1: 1,092,439 shares; 2025Q2: 1,127,025 shares; 2025Q3: 1,141,261 shares; 2025Q4: 1,008,099 shares 1,008,099 $130M 2.08% -133,162 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: restricted; 2024Q4: 1,064,228 shares; 2025Q1: 1,088,206 shares; 2025Q2: 1,128,569 shares; 2025Q3: 1,115,714 shares; 2025Q4: 1,126,454 shares 1,126,454 $125M 2.01% +10,740 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: restricted; 2024Q4: 331,117 shares; 2025Q1: 342,203 shares; 2025Q2: 349,799 shares; 2025Q3: 350,024 shares; 2025Q4: 357,186 shares 357,186 $125M 2.01% +7,162 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: restricted; 2024Q4: 848,814 shares; 2025Q1: 862,665 shares; 2025Q2: 891,326 shares; 2025Q3: 898,200 shares; 2025Q4: 849,837 shares 849,837 $122M 1.95% -48,363 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: restricted; 2024Q4: 160,069 shares; 2025Q1: 162,454 shares; 2025Q2: 168,828 shares; 2025Q3: 124,908 shares; 2025Q4: 125,694 shares 125,694 $110M 1.77% +786 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: restricted; 2024Q4: 20,159 shares; 2025Q1: 190,736 shares; 2025Q2: 299,578 shares; 2025Q3: 307,566 shares; 2025Q4: 313,938 shares 313,938 $103M 1.65% +6,372 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: restricted; 2024Q4: 487,807 shares; 2025Q1: 504,665 shares; 2025Q2: 559,775 shares; 2025Q3: 851,281 shares; 2025Q4: 886,572 shares 886,572 $102M 1.64% +35,291 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: restricted; 2024Q4: 266,268 shares; 2025Q1: 266,006 shares; 2025Q2: 266,687 shares; 2025Q3: 262,834 shares; 2025Q4: 261,292 shares 261,292 $89.9M 1.44% -1,542 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: restricted; 2024Q4: 381,272 shares; 2025Q1: 789,041 shares; 2025Q2: 923,962 shares; 2025Q3: 935,821 shares; 2025Q4: 964,460 shares 964,460 $89.9M 1.44% +28,639 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: restricted; 2024Q4: 776,372 shares; 2025Q1: 618,026 shares; 2025Q2: 754,888 shares; 2025Q3: 747,581 shares; 2025Q4: 760,650 shares 760,650 $80.1M 1.28% +13,069 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: restricted; 2024Q4: 572,801 shares; 2025Q1: 592,171 shares; 2025Q2: 607,200 shares; 2025Q3: 482,127 shares; 2025Q4: 486,570 shares 486,570 $78M 1.25% +4,443 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: restricted; 2024Q4: 573,554 shares; 2025Q1: 613,675 shares; 2025Q2: 625,943 shares; 2025Q3: 469,253 shares; 2025Q4: 473,572 shares 473,572 $72.7M 1.17% +4,319 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 126,764 shares; 2025Q1: 129,086 shares; 2025Q2: 208,516 shares; 2025Q3: 209,249 shares; 2025Q4: 210,488 shares 210,488 $71.1M 1.14% +1,239 Timeline SWPPX SCHWAB S&P 500 INDEX-SEL More: the full row for SCHWAB S&P 500 INDEX-SEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 647,768 shares; 2025Q1: 653,851 shares; 2025Q2: 646,089 shares; 2025Q3: 3,889,038 shares; 2025Q4: 4,040,335 shares 4,040,335 $70.9M 1.14% +151,297 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 564,166 shares; 2025Q2: 799,487 shares; 2025Q3: 809,836 shares; 2025Q4: 817,064 shares 817,064 $66.8M 1.07% +7,228 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: restricted; 2024Q4: 171,530 shares; 2025Q1: 174,871 shares; 2025Q2: 178,665 shares; 2025Q3: 180,039 shares; 2025Q4: 184,554 shares 184,554 $64.9M 1.04% +4,515 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: restricted; 2024Q4: 9,375 shares; 2025Q1: 10,923 shares; 2025Q2: 273,079 shares; 2025Q3: 393,750 shares; 2025Q4: 235,251 shares 235,251 $60.5M 0.97% -158,499 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: restricted; 2024Q4: 348,024 shares; 2025Q1: 348,987 shares; 2025Q2: 349,847 shares; 2025Q3: 349,720 shares; 2025Q4: 322,333 shares 322,333 $57.2M 0.92% -27,387 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: restricted; 2024Q4: 279,623 shares; 2025Q1: 282,317 shares; 2025Q2: 268,531 shares; 2025Q3: 270,180 shares; 2025Q4: 267,509 shares 267,509 $55.4M 0.89% -2,671 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 584,413 shares; 2025Q1: 593,338 shares; 2025Q2: 608,207 shares; 2025Q3: 610,303 shares; 2025Q4: 626,492 shares 626,492 $53.6M 0.86% +16,189 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 37,389 shares; 2025Q1: 34,355 shares; 2025Q2: 33,135 shares; 2025Q3: 33,051 shares; 2025Q4: 303,642 shares 303,642 $47.1M 0.75% +270,591 Timeline INGERSOLL-RAND PLC INGERSOLL-RAND PLC More: the full row for INGERSOLL-RAND PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,333 shares; 2025Q1: 5,297 shares; 2025Q2: 5,241 shares; 2025Q3: 168,355 shares; 2025Q4: 119,885 shares 119,885 $46.7M 0.75% -48,470 AVB AVALONBAY CMNTYS INC More: the full row for AVALONBAY CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 246,318 shares; 2025Q1: 251,593 shares; 2025Q2: 256,151 shares; 2025Q3: 257,035 shares; 2025Q4: 254,356 shares 254,356 $46.1M 0.74% -2,679 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: restricted; 2024Q4: 140,390 shares; 2025Q1: 141,448 shares; 2025Q2: 143,140 shares; 2025Q3: 145,815 shares; 2025Q4: 148,210 shares 148,210 $43.9M 0.7% +2,395 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: restricted; 2024Q4: 158,688 shares; 2025Q1: 157,489 shares; 2025Q2: 153,664 shares; 2025Q3: 151,930 shares; 2025Q4: 136,177 shares 136,177 $43.4M 0.7% -15,753 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: restricted; 2024Q4: 321,539 shares; 2025Q1: 285,657 shares; 2025Q2: 284,234 shares; 2025Q3: 290,611 shares; 2025Q4: 296,783 shares 296,783 $39.4M 0.63% +6,172 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: restricted; 2024Q4: 1,451,662 shares; 2025Q1: 1,493,285 shares; 2025Q2: 1,515,377 shares; 2025Q3: 1,550,679 shares; 2025Q4: 1,584,293 shares 1,584,293 $39.4M 0.63% +33,614 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: restricted; 2024Q4: 4,456 shares; 2025Q1: 83,296 shares; 2025Q2: 86,986 shares; 2025Q3: 88,847 shares; 2025Q4: 59,327 shares 59,327 $39.2M 0.63% -29,520 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: restricted; 2024Q4: 194,421 shares; 2025Q1: 189,077 shares; 2025Q2: 190,209 shares; 2025Q3: 191,187 shares; 2025Q4: 188,664 shares 188,664 $36.8M 0.59% -2,523 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: restricted; 2024Q4: 32,058 shares; 2025Q1: 32,173 shares; 2025Q2: 32,108 shares; 2025Q3: 32,602 shares; 2025Q4: 33,411 shares 33,411 $35.8M 0.57% +809 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,916 shares; 2025Q1: 6,059 shares; 2025Q2: 2,691 shares; 2025Q3: 4,864 shares; 2025Q4: 330,283 shares 330,283 $33M 0.53% +325,419 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: restricted; 2024Q4: 65,110 shares; 2025Q1: 65,323 shares; 2025Q2: 63,846 shares; 2025Q3: 63,979 shares; 2025Q4: 63,267 shares 63,267 $31.8M 0.51% -712 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 118,645 shares; 2025Q1: 117,378 shares; 2025Q2: 115,949 shares; 2025Q3: 114,891 shares; 2025Q4: 115,940 shares 115,940 $31.4M 0.5% +1,049 Timeline IYJ 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: restricted; 2024Q4: 66,845 shares; 2025Q1: 66,100 shares; 2025Q2: 65,995 shares; 2025Q3: 64,800 shares; 2025Q4: 210,385 shares 210,385 $31.2M 0.5% +145,585 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: restricted; 2024Q4: 77,290 shares; 2025Q1: 100,168 shares; 2025Q2: 98,900 shares; 2025Q3: 98,080 shares; 2025Q4: 97,699 shares 97,699 $29.9M 0.48% -381 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: restricted; 2024Q4: 59,946 shares; 2025Q1: 59,767 shares; 2025Q2: 59,770 shares; 2025Q3: 59,764 shares; 2025Q4: 59,076 shares 59,076 $29M 0.46% -688 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: restricted; 2024Q4: not reported; 2025Q1: 218,861 shares; 2025Q2: 142,712 shares; 2025Q3: 150,593 shares; 2025Q4: 100,932 shares 100,932 $28.8M 0.46% -49,661 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: restricted; 2024Q4: 35,688 shares; 2025Q1: 500,961 shares; 2025Q2: 521,108 shares; 2025Q3: 631,564 shares; 2025Q4: 450,813 shares 450,813 $28.7M 0.46% -180,751 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: restricted; 2024Q4: 206,966 shares; 2025Q1: 216,031 shares; 2025Q2: 220,132 shares; 2025Q3: 224,001 shares; 2025Q4: 230,470 shares 230,470 $27.7M 0.44% +6,469 Timeline EWBC EAST WEST BANCORP INC More: the full row for EAST WEST BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 224,548 shares; 2025Q1: 226,961 shares; 2025Q2: 225,934 shares; 2025Q3: 231,701 shares; 2025Q4: 236,712 shares 236,712 $26.6M 0.43% +5,011 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 156,021 shares; 2025Q4: 166,133 shares 166,133 $26.5M 0.42% +10,112 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: restricted; 2024Q4: 79,403 shares; 2025Q1: 81,458 shares; 2025Q2: 76,650 shares; 2025Q3: 75,846 shares; 2025Q4: 82,523 shares 82,523 $25.9M 0.42% +6,677 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: restricted; 2024Q4: 228,429 shares; 2025Q1: 236,650 shares; 2025Q2: 237,617 shares; 2025Q3: 186,305 shares; 2025Q4: 185,900 shares 185,900 $23.3M 0.37% -405 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: restricted; 2024Q4: 20,820 shares; 2025Q1: 21,098 shares; 2025Q2: 20,815 shares; 2025Q3: 20,954 shares; 2025Q4: 21,503 shares 21,503 $23.1M 0.37% +549 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 381,590 shares; 2025Q1: 409,051 shares; 2025Q2: 395,978 shares; 2025Q3: 541,325 shares; 2025Q4: 543,477 shares 543,477 $22.1M 0.35% +2,152 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: restricted; 2024Q4: 24,872 shares; 2025Q1: 25,082 shares; 2025Q2: 24,396 shares; 2025Q3: 24,164 shares; 2025Q4: 23,099 shares 23,099 $19.9M 0.32% -1,065 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: restricted; 2024Q4: 625,039 shares; 2025Q1: 670,611 shares; 2025Q2: 676,588 shares; 2025Q3: 695,791 shares; 2025Q4: 706,690 shares 706,690 $19.4M 0.31% +10,899 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 110,539 shares; 2025Q1: 110,086 shares; 2025Q2: 111,979 shares; 2025Q3: 112,921 shares; 2025Q4: 74,346 shares 74,346 $19.2M 0.31% -38,575 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 226,599 shares; 2025Q1: 221,142 shares; 2025Q2: 217,909 shares; 2025Q3: 215,610 shares; 2025Q4: 428,018 shares 428,018 $19.1M 0.31% +212,408 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: restricted; 2024Q4: 34,702 shares; 2025Q1: 34,559 shares; 2025Q2: 34,299 shares; 2025Q3: 35,078 shares; 2025Q4: 34,727 shares 34,727 $16.8M 0.27% -351 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: restricted; 2024Q4: 89,866 shares; 2025Q1: 88,814 shares; 2025Q2: 89,021 shares; 2025Q3: 88,445 shares; 2025Q4: 87,072 shares 87,072 $15.1M 0.24% -1,373 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22,096 shares; 2025Q1: 21,070 shares; 2025Q2: 20,683 shares; 2025Q3: 16,563 shares; 2025Q4: 126,155 shares 126,155 $15.1M 0.24% +109,592 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: restricted; 2024Q4: 12,434 shares; 2025Q1: 20,382 shares; 2025Q2: 20,088 shares; 2025Q3: 20,245 shares; 2025Q4: 21,654 shares 21,654 $14.8M 0.24% +1,409 Timeline ITA 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: restricted; 2024Q4: 84,927 shares; 2025Q1: 82,699 shares; 2025Q2: 80,011 shares; 2025Q3: 74,255 shares; 2025Q4: 68,102 shares 68,102 $14.6M 0.23% -6,153 Timeline IYG 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: restricted; 2024Q4: 158,326 shares; 2025Q1: 157,911 shares; 2025Q2: 156,766 shares; 2025Q3: 153,351 shares; 2025Q4: 150,941 shares 150,941 $13.9M 0.22% -2,410 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 170,319 shares; 2025Q1: 170,267 shares; 2025Q2: 171,273 shares; 2025Q3: 172,727 shares; 2025Q4: 176,079 shares 176,079 $13.9M 0.22% +3,352 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 66,557 shares; 2025Q1: 66,732 shares; 2025Q2: 66,557 shares; 2025Q3: 69,587 shares; 2025Q4: 177,626 shares 177,626 $13.8M 0.22% +108,039 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: restricted; 2024Q4: 103,168 shares; 2025Q1: 29,919 shares; 2025Q2: 25,059 shares; 2025Q3: 24,446 shares; 2025Q4: 22,688 shares 22,688 $13.1M 0.21% -1,758 Timeline AAON AAON INC More: the full row for AAON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 115,760 shares; 2025Q1: 119,547 shares; 2025Q2: 118,267 shares; 2025Q3: 117,975 shares; 2025Q4: 171,376 shares 171,376 $13.1M 0.21% +53,401 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 42,788 shares; 2025Q1: 41,983 shares; 2025Q2: 42,360 shares; 2025Q3: 42,339 shares; 2025Q4: 84,790 shares 84,790 $12.2M 0.2% +42,451 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: restricted; 2024Q4: 22,130 shares; 2025Q1: 21,604 shares; 2025Q2: 20,666 shares; 2025Q3: 20,947 shares; 2025Q4: 20,618 shares 20,618 $11.8M 0.19% -329 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: restricted; 2024Q4: 145,595 shares; 2025Q1: 148,079 shares; 2025Q2: 114,773 shares; 2025Q3: 114,289 shares; 2025Q4: 24,301 shares 24,301 $11.4M 0.18% -89,988 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: restricted; 2024Q4: 102,804 shares; 2025Q1: 110,113 shares; 2025Q2: 113,043 shares; 2025Q3: 115,393 shares; 2025Q4: 117,846 shares 117,846 $11.3M 0.18% +2,453 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: restricted; 2024Q4: 26,889 shares; 2025Q1: 27,421 shares; 2025Q2: 25,756 shares; 2025Q3: 24,788 shares; 2025Q4: 24,428 shares 24,428 $11M 0.18% -360 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30,530 shares; 2025Q3: 30,161 shares; 2025Q4: 29,833 shares 29,833 $10.7M 0.17% -328 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: restricted; 2024Q4: 29,533 shares; 2025Q1: 29,872 shares; 2025Q2: 29,478 shares; 2025Q3: 29,243 shares; 2025Q4: 30,946 shares 30,946 $10.4M 0.17% +1,703 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: restricted; 2024Q4: 48,816 shares; 2025Q1: 49,091 shares; 2025Q2: 47,216 shares; 2025Q3: 44,283 shares; 2025Q4: 44,573 shares 44,573 $10.3M 0.17% +290 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: restricted; 2024Q4: 14,415 shares; 2025Q1: 13,828 shares; 2025Q2: 13,691 shares; 2025Q3: 13,698 shares; 2025Q4: 13,933 shares 13,933 $9.23M 0.15% +235 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 49,409 shares; 2025Q1: 52,721 shares; 2025Q2: 55,886 shares; 2025Q3: 57,526 shares; 2025Q4: 60,289 shares 60,289 $8.98M 0.14% +2,763 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: restricted; 2024Q4: 185,677 shares; 2025Q1: 188,499 shares; 2025Q2: 33,063 shares; 2025Q3: 28,314 shares; 2025Q4: 26,929 shares 26,929 $8.89M 0.14% -1,385 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: restricted; 2024Q4: 12,591 shares; 2025Q1: 14,083 shares; 2025Q2: 13,932 shares; 2025Q3: 14,482 shares; 2025Q4: 14,365 shares 14,365 $8.82M 0.14% -117 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: restricted; 2024Q4: 14,447 shares; 2025Q1: 14,866 shares; 2025Q2: 14,467 shares; 2025Q3: 14,504 shares; 2025Q4: 14,610 shares 14,610 $8.34M 0.13% +106 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: restricted; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: 10 shares; 2025Q3: 10 shares; 2025Q4: 10 shares 10 $7.55M 0.12% 0 Timeline VFIAX VANGUARD 500 INDEX-ADM More: the full row for VANGUARD 500 INDEX-ADM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,795 shares; 2025Q1: 12,796 shares; 2025Q2: 12,528 shares; 2025Q3: 9,506 shares; 2025Q4: 11,924 shares 11,924 $7.53M 0.12% +2,418 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: restricted; 2024Q4: 103,894 shares; 2025Q1: 105,722 shares; 2025Q2: 109,288 shares; 2025Q3: 109,207 shares; 2025Q4: 18,268 shares 18,268 $7M 0.11% -90,939 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: restricted; 2024Q4: 46,532 shares; 2025Q1: 48,990 shares; 2025Q2: 47,067 shares; 2025Q3: 50,029 shares; 2025Q4: 47,984 shares 47,984 $6.89M 0.11% -2,045 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 122,170 shares; 2025Q1: 129,557 shares; 2025Q2: 125,904 shares; 2025Q3: 124,244 shares; 2025Q4: 124,091 shares 124,091 $6.8M 0.11% -153 Timeline AN AUTONATION INC More: the full row for AUTONATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 249,541 shares; 2025Q1: 45,624 shares; 2025Q2: 35,330 shares; 2025Q3: 32,410 shares; 2025Q4: 31,764 shares 31,764 $6.56M 0.11% -646 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 43,964 shares; 2025Q1: 43,964 shares; 2025Q2: 43,964 shares; 2025Q3: 43,899 shares; 2025Q4: 43,899 shares 43,899 $6.53M 0.1% 0 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 32,684 shares; 2025Q1: 31,683 shares; 2025Q2: 30,702 shares; 2025Q3: 31,108 shares; 2025Q4: 30,460 shares 30,460 $6.34M 0.1% -648 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: restricted; 2024Q4: 9,805 shares; 2025Q1: 9,761 shares; 2025Q2: 26,123 shares; 2025Q3: 25,659 shares; 2025Q4: 24,520 shares 24,520 $5.94M 0.1% -1,139 Timeline IYC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 60,337 shares; 2025Q1: 58,654 shares; 2025Q2: 57,089 shares; 2025Q3: 56,969 shares; 2025Q4: 57,118 shares 57,118 $5.89M 0.09% +149 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 53,206 shares; 2025Q1: 48,263 shares; 2025Q2: 49,077 shares; 2025Q3: 49,121 shares; 2025Q4: 49,743 shares 49,743 $5.86M 0.09% +622 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22,684 shares; 2025Q1: 23,527 shares; 2025Q2: 22,061 shares; 2025Q3: 21,876 shares; 2025Q4: 26,389 shares 26,389 $5.55M 0.09% +4,513 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: restricted; 2024Q4: 19,486 shares; 2025Q1: 19,845 shares; 2025Q2: 19,354 shares; 2025Q3: 19,274 shares; 2025Q4: 18,535 shares 18,535 $5.38M 0.09% -739 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: restricted; 2024Q4: 28,203 shares; 2025Q1: 27,213 shares; 2025Q2: 27,211 shares; 2025Q3: 28,489 shares; 2025Q4: 28,577 shares 28,577 $5.24M 0.08% +88 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 27,576 shares; 2025Q1: 26,268 shares; 2025Q2: 26,268 shares; 2025Q3: 26,133 shares; 2025Q4: 25,743 shares 25,743 $5.14M 0.08% -390 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 146,830 shares; 2025Q1: 145,042 shares; 2025Q2: 145,206 shares; 2025Q3: 30,009 shares; 2025Q4: 27,018 shares 27,018 $4.91M 0.08% -2,991 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: restricted; 2024Q4: 77,417 shares; 2025Q1: 74,344 shares; 2025Q2: 61,569 shares; 2025Q3: 58,953 shares; 2025Q4: 59,180 shares 59,180 $4.75M 0.08% +227 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: restricted; 2024Q4: 17,539 shares; 2025Q1: 17,439 shares; 2025Q2: 16,579 shares; 2025Q3: 17,044 shares; 2025Q4: 16,931 shares 16,931 $4.35M 0.07% -113 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 36,628 shares; 2025Q1: 36,849 shares; 2025Q2: 32,523 shares; 2025Q3: 32,485 shares; 2025Q4: 30,813 shares 30,813 $4.35M 0.07% -1,672 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 124,982 shares; 2025Q1: 51,023 shares; 2025Q2: 48,696 shares; 2025Q3: 46,313 shares; 2025Q4: 85,492 shares 85,492 $3.88M 0.06% +39,179 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: restricted; 2024Q4: 10,103 shares; 2025Q1: 11,327 shares; 2025Q2: 10,203 shares; 2025Q3: 9,479 shares; 2025Q4: 8,126 shares 8,126 $3.78M 0.06% -1,353 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: restricted; 2024Q4: 72,842 shares; 2025Q1: 72,041 shares; 2025Q2: 71,808 shares; 2025Q3: 71,496 shares; 2025Q4: 69,764 shares 69,764 $3.69M 0.06% -1,732 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: restricted; 2024Q4: 6,343 shares; 2025Q1: 6,569 shares; 2025Q2: 7,138 shares; 2025Q3: 5,776 shares; 2025Q4: 5,790 shares 5,790 $3.63M 0.06% +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: restricted; 2024Q4: 11,826 shares; 2025Q1: 11,991 shares; 2025Q2: 12,044 shares; 2025Q3: 12,068 shares; 2025Q4: 11,690 shares 11,690 $3.6M 0.06% -378 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 80,611 shares; 2025Q1: 80,227 shares; 2025Q2: 84,550 shares; 2025Q3: 78,887 shares; 2025Q4: 66,396 shares 66,396 $3.54M 0.06% -12,491 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 340,226 shares; 2025Q1: 40,566 shares; 2025Q2: 30,090 shares; 2025Q3: 25,159 shares; 2025Q4: 19,128 shares 19,128 $3.52M 0.06% -6,031 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 33,740 shares; 2025Q1: 28,666 shares; 2025Q2: 25,391 shares; 2025Q3: 22,509 shares; 2025Q4: 22,294 shares 22,294 $3.45M 0.06% -215 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 58,584 shares; 2025Q1: 51,233 shares; 2025Q2: 43,201 shares; 2025Q3: 43,891 shares; 2025Q4: 121,291 shares 121,291 $3.26M 0.05% +77,400 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: restricted; 2024Q4: 9,581 shares; 2025Q1: 9,640 shares; 2025Q2: 9,296 shares; 2025Q3: 9,414 shares; 2025Q4: 9,300 shares 9,300 $3.25M 0.05% -114 Timeline DFA US CORE EQUITY 1 I DFA US CORE EQUITY 1 I More: the full row for DFA US CORE EQUITY 1 I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 62,848 shares; 2025Q1: 62,848 shares; 2025Q2: 62,848 shares; 2025Q3: 65,144 shares; 2025Q4: 65,144 shares 65,144 $3.23M 0.05% 0 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: restricted; 2024Q4: 6,175 shares; 2025Q1: 11,528 shares; 2025Q2: 11,162 shares; 2025Q3: 12,041 shares; 2025Q4: 18,009 shares 18,009 $3.08M 0.05% +5,968 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: restricted; 2024Q4: 5,529 shares; 2025Q1: 6,526 shares; 2025Q2: 10,189 shares; 2025Q3: 9,598 shares; 2025Q4: 8,245 shares 8,245 $3.05M 0.05% -1,353 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: restricted; 2024Q4: 13,290 shares; 2025Q1: 13,407 shares; 2025Q2: 13,035 shares; 2025Q3: 13,044 shares; 2025Q4: 13,064 shares 13,064 $2.97M 0.05% +20 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 29,472 shares; 2025Q1: 26,012 shares; 2025Q2: 26,012 shares; 2025Q3: 26,012 shares; 2025Q4: 89,814 shares 89,814 $2.93M 0.05% +63,802 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: restricted; 2024Q4: 24,656 shares; 2025Q1: 25,056 shares; 2025Q2: 24,656 shares; 2025Q3: 24,752 shares; 2025Q4: 24,690 shares 24,690 $2.87M 0.05% -62 Timeline FXAIX FIDELITY 500 INDEX FUND More: the full row for FIDELITY 500 INDEX FUND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,571 shares; 2025Q1: 8,801 shares; 2025Q2: 8,957 shares; 2025Q3: 9,015 shares; 2025Q4: 12,021 shares 12,021 $2.86M 0.05% +3,006 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: restricted; 2024Q4: 8,047 shares; 2025Q1: 7,857 shares; 2025Q2: 7,527 shares; 2025Q3: 7,527 shares; 2025Q4: 7,593 shares 7,593 $2.84M 0.05% +66 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,932 shares; 2025Q1: 4,034 shares; 2025Q2: 5,167 shares; 2025Q3: 4,915 shares; 2025Q4: 5,989 shares 5,989 $2.83M 0.05% +1,074 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 13,017 shares; 2025Q2: 17,451 shares; 2025Q3: 17,448 shares; 2025Q4: 17,432 shares 17,432 $2.8M 0.04% -16 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,968 shares; 2025Q1: 4,968 shares; 2025Q2: 4,968 shares; 2025Q3: 4,968 shares; 2025Q4: 4,926 shares 4,926 $2.72M 0.04% -42 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: restricted; 2024Q4: 34,698 shares; 2025Q1: 34,373 shares; 2025Q2: 33,940 shares; 2025Q3: 32,901 shares; 2025Q4: 32,332 shares 32,332 $2.72M 0.04% -569 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: restricted; 2024Q4: 22,977 shares; 2025Q1: 21,804 shares; 2025Q2: 21,492 shares; 2025Q3: 20,939 shares; 2025Q4: 20,408 shares 20,408 $2.63M 0.04% -531 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,493 shares; 2025Q1: 10,348 shares; 2025Q2: 10,288 shares; 2025Q3: 10,269 shares; 2025Q4: 10,254 shares 10,254 $2.63M 0.04% -15 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,176 shares; 2025Q1: 12,845 shares; 2025Q2: 12,491 shares; 2025Q3: 12,475 shares; 2025Q4: 12,473 shares 12,473 $2.56M 0.04% -2 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 52,692 shares; 2025Q1: 51,653 shares; 2025Q2: 50,322 shares; 2025Q3: 50,280 shares; 2025Q4: 46,548 shares 46,548 $2.51M 0.04% -3,732 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: restricted; 2024Q4: 10,393 shares; 2025Q1: 10,285 shares; 2025Q2: 10,262 shares; 2025Q3: 10,369 shares; 2025Q4: 10,745 shares 10,745 $2.36M 0.04% +376 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: restricted; 2024Q4: 27,692 shares; 2025Q1: 26,959 shares; 2025Q2: 26,959 shares; 2025Q3: 26,959 shares; 2025Q4: 26,892 shares 26,892 $2.29M 0.04% -67 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 46,498 shares 46,498 $2.26M 0.04% new Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 245,543 shares; 2025Q1: 251,510 shares; 2025Q2: 263,165 shares; 2025Q3: 265,073 shares; 2025Q4: 10,948 shares 10,948 $2.22M 0.04% -254,125 Timeline DODGE & COX STOCK FUND DODGE & COX STOCK FUND More: the full row for DODGE & COX STOCK FUND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,246 shares; 2025Q1: 9,249 shares; 2025Q2: 8,113 shares; 2025Q3: 8,113 shares; 2025Q4: 131,168 shares 131,168 $2.18M 0.03% +123,055 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: restricted; 2024Q4: 26,379 shares; 2025Q1: 41,361 shares; 2025Q2: 37,930 shares; 2025Q3: 39,364 shares; 2025Q4: 31,080 shares 31,080 $2.17M 0.03% -8,284 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,782 shares; 2025Q1: 19,663 shares; 2025Q2: 15,244 shares; 2025Q3: 15,629 shares; 2025Q4: 15,527 shares 15,527 $2.16M 0.03% -102 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: restricted; 2024Q4: 16,383 shares; 2025Q1: 19,824 shares; 2025Q2: 15,022 shares; 2025Q3: 19,035 shares; 2025Q4: 18,469 shares 18,469 $2.1M 0.03% -566 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,683 shares; 2025Q1: 4,112 shares; 2025Q2: 4,019 shares; 2025Q3: 3,967 shares; 2025Q4: 4,069 shares 4,069 $1.99M 0.03% +102 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,208 shares; 2025Q1: 3,153 shares; 2025Q2: 3,148 shares; 2025Q3: 9,259 shares; 2025Q4: 8,993 shares 8,993 $1.98M 0.03% -266 Timeline BARON FOCUSED GROWTH INSTIT… BARON FOCUSED GROWTH INSTITUTIONAL More: the full row for BARON FOCUSED GROWTH INSTITUTIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 33,926 shares; 2025Q1: 33,533 shares; 2025Q2: 33,533 shares; 2025Q3: 32,599 shares; 2025Q4: 32,599 shares 32,599 $1.97M 0.03% 0 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: restricted; 2024Q4: 3,703 shares; 2025Q1: 3,735 shares; 2025Q2: 3,723 shares; 2025Q3: 3,723 shares; 2025Q4: 3,723 shares 3,723 $1.9M 0.03% 0 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,140 shares; 2025Q1: 13,201 shares; 2025Q2: 15,931 shares; 2025Q3: 15,976 shares; 2025Q4: 15,366 shares 15,366 $1.89M 0.03% -610 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: restricted; 2024Q4: 2,975 shares; 2025Q1: 2,996 shares; 2025Q2: 2,906 shares; 2025Q3: 2,922 shares; 2025Q4: 2,849 shares 2,849 $1.86M 0.03% -73 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: restricted; 2024Q4: 22,848 shares; 2025Q1: 22,016 shares; 2025Q2: 20,021 shares; 2025Q3: 19,918 shares; 2025Q4: 19,851 shares 19,851 $1.86M 0.03% -67 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,134 shares; 2025Q1: 8,992 shares; 2025Q2: 8,953 shares; 2025Q3: 8,907 shares; 2025Q4: 8,871 shares 8,871 $1.85M 0.03% -36 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: restricted; 2024Q4: 18,334 shares; 2025Q1: 18,818 shares; 2025Q2: 18,059 shares; 2025Q3: 15,224 shares; 2025Q4: 15,015 shares 15,015 $1.8M 0.03% -209 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: restricted; 2024Q4: 5,551 shares; 2025Q1: 5,598 shares; 2025Q2: 5,598 shares; 2025Q3: 84,430 shares; 2025Q4: 6,672 shares 6,672 $1.79M 0.03% -77,758 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 25,948 shares; 2025Q1: 25,681 shares; 2025Q2: 25,771 shares; 2025Q3: 25,534 shares; 2025Q4: 25,496 shares 25,496 $1.78M 0.03% -38 Timeline Peoples Bank of Commerce Or… Peoples Bank of Commerce Orego More: the full row for Peoples Bank of Commerce Orego Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 98,057 shares; 2025Q1: 98,057 shares; 2025Q2: 98,057 shares; 2025Q3: 98,057 shares; 2025Q4: 98,057 shares 98,057 $1.76M 0.03% 0 VTSAX VNGD MRNGST TS MK IDX FD-ADM More: the full row for VNGD MRNGST TS MK IDX FD-ADM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,551 shares; 2025Q1: 12,190 shares; 2025Q2: 11,182 shares; 2025Q3: 11,182 shares; 2025Q4: 10,554 shares 10,554 $1.72M 0.03% -628 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,623 shares; 2025Q1: 11,151 shares; 2025Q2: 10,773 shares; 2025Q3: 10,621 shares; 2025Q4: 10,711 shares 10,711 $1.71M 0.03% +90 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: restricted; 2024Q4: 19,555 shares; 2025Q1: 19,852 shares; 2025Q2: 20,884 shares; 2025Q3: 18,469 shares; 2025Q4: 18,765 shares 18,765 $1.64M 0.03% +296 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: restricted; 2024Q4: 30,000 shares; 2025Q1: 28,768 shares; 2025Q2: 27,643 shares; 2025Q3: 28,400 shares; 2025Q4: 27,987 shares 27,987 $1.61M 0.03% -413 Timeline LAM RESEARCH CORP 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: restricted; 2024Q4: 6,540 shares; 2025Q1: 7,075 shares; 2025Q2: 6,565 shares; 2025Q3: 6,750 shares; 2025Q4: 9,424 shares 9,424 $1.61M 0.03% +2,674 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: restricted; 2024Q4: 6,202 shares; 2025Q1: 9,355 shares; 2025Q2: 7,674 shares; 2025Q3: 8,069 shares; 2025Q4: 8,032 shares 8,032 $1.57M 0.03% -37 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: restricted; 2024Q4: 49,904 shares; 2025Q1: 47,759 shares; 2025Q2: 43,889 shares; 2025Q3: 41,093 shares; 2025Q4: 41,494 shares 41,494 $1.53M 0.02% +401 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: restricted; 2024Q4: 183,771 shares; 2025Q1: 68,564 shares; 2025Q2: 57,787 shares; 2025Q3: 41,982 shares; 2025Q4: 39,888 shares 39,888 $1.53M 0.02% -2,094 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: restricted; 2024Q4: 5,219 shares; 2025Q1: 5,083 shares; 2025Q2: 4,973 shares; 2025Q3: 4,527 shares; 2025Q4: 4,472 shares 4,472 $1.51M 0.02% -55 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: restricted; 2024Q4: 5,566 shares; 2025Q1: 6,019 shares; 2025Q2: 5,779 shares; 2025Q3: 5,769 shares; 2025Q4: 5,814 shares 5,814 $1.4M 0.02% +45 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,705 shares; 2025Q1: 10,024 shares; 2025Q2: 9,656 shares; 2025Q3: 9,656 shares; 2025Q4: 6,885 shares 6,885 $1.4M 0.02% -2,771 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,214 shares; 2025Q1: 11,853 shares; 2025Q2: 8,595 shares; 2025Q3: 8,998 shares; 2025Q4: 11,154 shares 11,154 $1.37M 0.02% +2,156 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 19,049 shares; 2025Q1: 19,569 shares; 2025Q2: 19,095 shares; 2025Q3: 19,209 shares; 2025Q4: 19,095 shares 19,095 $1.33M 0.02% -114 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,120 shares; 2025Q1: 6,844 shares; 2025Q2: 5,725 shares; 2025Q3: 6,082 shares; 2025Q4: 6,079 shares 6,079 $1.32M 0.02% -3 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: restricted; 2024Q4: 21,610 shares; 2025Q1: 23,654 shares; 2025Q2: 22,699 shares; 2025Q3: 22,971 shares; 2025Q4: 21,555 shares 21,555 $1.3M 0.02% -1,416 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 27,741 shares; 2025Q1: 27,741 shares; 2025Q2: 27,741 shares; 2025Q3: 27,741 shares; 2025Q4: 27,741 shares 27,741 $1.29M 0.02% 0 Timeline VVIAX VNGD MRGSTR VALUE IDX FD-ADM More: the full row for VNGD MRGSTR VALUE IDX FD-ADM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,780 shares; 2025Q1: 17,214 shares; 2025Q2: 17,226 shares; 2025Q3: 17,237 shares; 2025Q4: 17,248 shares 17,248 $1.29M 0.02% +11 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,000 shares; 2025Q1: 16,000 shares; 2025Q2: 16,000 shares; 2025Q3: 16,000 shares; 2025Q4: 16,000 shares 16,000 $1.25M 0.02% 0 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,366 shares; 2025Q1: 14,141 shares; 2025Q2: 14,119 shares; 2025Q3: 14,284 shares; 2025Q4: 12,262 shares 12,262 $1.24M 0.02% -2,022 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,588 shares; 2025Q1: 12,588 shares; 2025Q2: 12,588 shares; 2025Q3: 12,558 shares; 2025Q4: 12,338 shares 12,338 $1.23M 0.02% -220 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: restricted; 2024Q4: 10,040 shares; 2025Q1: 9,654 shares; 2025Q2: 8,862 shares; 2025Q3: 8,862 shares; 2025Q4: 8,846 shares 8,846 $1.2M 0.02% -16 Timeline VIGAX VNGD MRNGST GRWTH IDX FD-ADM More: the full row for VNGD MRNGST GRWTH IDX FD-ADM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,810 shares; 2025Q1: 4,790 shares; 2025Q2: 4,792 shares; 2025Q3: 4,792 shares; 2025Q4: 4,765 shares 4,765 $1.2M 0.02% -27 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,537 shares; 2025Q1: 9,497 shares; 2025Q2: 9,352 shares; 2025Q3: 9,295 shares; 2025Q4: 8,929 shares 8,929 $1.16M 0.02% -366 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,060 shares; 2025Q1: 18,951 shares; 2025Q2: 18,077 shares; 2025Q3: 18,140 shares; 2025Q4: 17,298 shares 17,298 $1.16M 0.02% -842 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: restricted; 2024Q4: 15,817 shares; 2025Q1: 13,491 shares; 2025Q2: 12,408 shares; 2025Q3: 10,333 shares; 2025Q4: 9,053 shares 9,053 $1.14M 0.02% -1,280 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: restricted; 2024Q4: 16,875 shares; 2025Q1: 16,645 shares; 2025Q2: 16,480 shares; 2025Q3: 15,351 shares; 2025Q4: 11,003 shares 11,003 $1.13M 0.02% -4,348 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: restricted; 2024Q4: 7,206 shares; 2025Q1: 7,227 shares; 2025Q2: 6,782 shares; 2025Q3: 6,739 shares; 2025Q4: 7,270 shares 7,270 $1.1M 0.02% +531 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,172 shares; 2025Q1: 3,171 shares; 2025Q2: 3,171 shares; 2025Q3: 3,171 shares; 2025Q4: 3,171 shares 3,171 $1.09M 0.02% 0 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,118 shares; 2025Q1: 5,143 shares; 2025Q2: 5,143 shares; 2025Q3: 5,275 shares; 2025Q4: 5,279 shares 5,279 $1.08M 0.02% +4 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,838 shares; 2025Q1: 8,378 shares; 2025Q2: 6,728 shares; 2025Q3: 6,836 shares; 2025Q4: 6,365 shares 6,365 $1.07M 0.02% -471 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,783 shares; 2025Q4: 7,783 shares 7,783 $1.06M 0.02% 0 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,418 shares; 2025Q1: 2,345 shares; 2025Q2: 2,345 shares; 2025Q3: 2,345 shares; 2025Q4: 2,345 shares 2,345 $1.04M 0.02% 0 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,495 shares; 2025Q1: 2,472 shares; 2025Q2: 2,472 shares; 2025Q3: 2,472 shares; 2025Q4: 2,402 shares 2,402 $1M 0.02% -70 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,910 shares; 2025Q1: 15,799 shares; 2025Q2: 15,531 shares; 2025Q3: 15,352 shares; 2025Q4: 14,671 shares 14,671 $999K 0.02% -681 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: restricted; 2024Q4: 1,160 shares; 2025Q1: 1,133 shares; 2025Q2: 1,002 shares; 2025Q3: 1,139 shares; 2025Q4: 1,131 shares 1,131 $994K 0.02% -8 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,774 shares; 2025Q1: 4,774 shares; 2025Q2: 4,772 shares; 2025Q3: 4,772 shares; 2025Q4: 3,272 shares 3,272 $989K 0.02% -1,500 Timeline PRBLX PARNASSUS CORE EQUITY-INV More: the full row for PARNASSUS CORE EQUITY-INV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,621 shares; 2025Q4: 17,633 shares 17,633 $986K 0.02% +12 Timeline TE CONNECTIVITY LTD TE CONNECTIVITY LTD More: the full row for TE CONNECTIVITY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,544 shares; 2025Q1: 4,118 shares; 2025Q2: 3,731 shares; 2025Q3: 4,041 shares; 2025Q4: 4,317 shares 4,317 $982K 0.02% +276 VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,625 shares; 2025Q1: 4,143 shares; 2025Q2: 4,143 shares; 2025Q3: 4,305 shares; 2025Q4: 5,124 shares 5,124 $979K 0.02% +819 Timeline SWTSX SCHWAB TOT STK MRKT INDX More: the full row for SCHWAB TOT STK MRKT INDX Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,428 shares; 2025Q1: 8,497 shares; 2025Q2: 8,339 shares; 2025Q3: 62,392 shares; 2025Q4: 58,373 shares 58,373 $957K 0.02% -4,019 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,110 shares; 2025Q1: 3,110 shares; 2025Q2: 3,011 shares; 2025Q3: 3,011 shares; 2025Q4: 3,011 shares 3,011 $948K 0.02% 0 Timeline VITAX VANGUARD INF TECH IDX-ADM More: the full row for VANGUARD INF TECH IDX-ADM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,340 shares; 2025Q1: 2,343 shares; 2025Q2: 2,345 shares; 2025Q3: 2,348 shares; 2025Q4: 2,350 shares 2,350 $907K 0.01% +2 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: restricted; 2024Q4: 2,263 shares; 2025Q1: 2,299 shares; 2025Q2: 2,299 shares; 2025Q3: 2,235 shares; 2025Q4: 2,760 shares 2,760 $894K 0.01% +525 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: restricted; 2024Q4: 2,857 shares; 2025Q1: 2,826 shares; 2025Q2: 2,814 shares; 2025Q3: 2,814 shares; 2025Q4: 2,802 shares 2,802 $869K 0.01% -12 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: restricted; 2024Q4: 51,266 shares; 2025Q1: 40,484 shares; 2025Q2: 39,519 shares; 2025Q3: 34,606 shares; 2025Q4: 34,824 shares 34,824 $867K 0.01% +218 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,222 shares; 2025Q4: 2,222 shares 2,222 $865K 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: restricted; 2024Q4: 6,161 shares; 2025Q1: 5,828 shares; 2025Q2: 5,662 shares; 2025Q3: 5,492 shares; 2025Q4: 4,351 shares 4,351 $807K 0.01% -1,141 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: restricted; 2024Q4: 4,247 shares; 2025Q1: 4,108 shares; 2025Q2: 4,088 shares; 2025Q3: 4,092 shares; 2025Q4: 4,540 shares 4,540 $797K 0.01% +448 Timeline SPXL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,600 shares; 2025Q4: 3,600 shares 3,600 $794K 0.01% 0 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: restricted; 2024Q4: 51,615 shares; 2025Q1: 2,408 shares; 2025Q2: 1,756 shares; 2025Q3: 1,120 shares; 2025Q4: 5,175 shares 5,175 $793K 0.01% +4,055 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: restricted; 2024Q4: 13,686 shares; 2025Q1: 17,960 shares; 2025Q2: 15,314 shares; 2025Q3: 15,295 shares; 2025Q4: 14,493 shares 14,493 $780K 0.01% -802 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,355 shares; 2025Q1: 7,993 shares; 2025Q2: 7,325 shares; 2025Q3: 7,325 shares; 2025Q4: 4,225 shares 4,225 $769K 0.01% -3,100 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,745 shares; 2025Q1: 3,902 shares; 2025Q2: 3,745 shares; 2025Q3: 2,915 shares; 2025Q4: 2,015 shares 2,015 $765K 0.01% -900 Timeline Waste Connections Waste Connections More: the full row for Waste Connections Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,753 shares; 2025Q1: 4,609 shares; 2025Q2: 4,184 shares; 2025Q3: 4,184 shares; 2025Q4: 4,184 shares 4,184 $734K 0.01% 0 ICLN 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: restricted; 2024Q4: 15,100 shares; 2025Q1: 16,550 shares; 2025Q2: 44,400 shares; 2025Q3: 44,400 shares; 2025Q4: 44,400 shares 44,400 $729K 0.01% 0 Timeline TRANSCANADA CORP TRANSCANADA CORP More: the full row for TRANSCANADA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 13,243 shares; 2025Q2: 13,243 shares; 2025Q3: 13,243 shares; 2025Q4: 13,243 shares 13,243 $728K 0.01% 0 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: restricted; 2024Q4: 2,596 shares; 2025Q1: 2,607 shares; 2025Q2: 2,607 shares; 2025Q3: 2,507 shares; 2025Q4: 2,507 shares 2,507 $724K 0.01% 0 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,370 shares; 2025Q1: 2,305 shares; 2025Q2: 2,305 shares; 2025Q3: 2,305 shares; 2025Q4: 2,307 shares 2,307 $721K 0.01% +2 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: restricted; 2024Q4: 14,355 shares; 2025Q1: 20,581 shares; 2025Q2: 13,929 shares; 2025Q3: 13,950 shares; 2025Q4: 13,073 shares 13,073 $719K 0.01% -877 Timeline Vanguard LifeStrategy Growt… Vanguard LifeStrategy Growth F More: the full row for Vanguard LifeStrategy Growth F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,073 shares; 2025Q1: 19,956 shares; 2025Q2: 19,895 shares; 2025Q3: 17,622 shares; 2025Q4: 14,107 shares 14,107 $716K 0.01% -3,515 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: restricted; 2024Q4: 1,932 shares; 2025Q1: 3,692 shares; 2025Q2: 2,104 shares; 2025Q3: 2,571 shares; 2025Q4: 2,679 shares 2,679 $710K 0.01% +108 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,329 shares; 2025Q2: not reported; 2025Q3: 3,612 shares; 2025Q4: 3,612 shares 3,612 $705K 0.01% 0 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,787 shares; 2025Q1: 11,787 shares; 2025Q2: 11,787 shares; 2025Q3: 11,787 shares; 2025Q4: 11,787 shares 11,787 $702K 0.01% 0 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,461 shares; 2025Q1: 4,480 shares; 2025Q2: 4,280 shares; 2025Q3: 4,280 shares; 2025Q4: 4,280 shares 4,280 $696K 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: restricted; 2024Q4: 13,872 shares; 2025Q1: 13,872 shares; 2025Q2: 13,872 shares; 2025Q3: 14,413 shares; 2025Q4: 19,040 shares 19,040 $691K 0.01% +4,627 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: restricted; 2024Q4: 246,939 shares; 2025Q1: 246,716 shares; 2025Q2: 13,008 shares; 2025Q3: 12,608 shares; 2025Q4: 10,851 shares 10,851 $689K 0.01% -1,757 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: restricted; 2024Q4: 759 shares; 2025Q1: 1,045 shares; 2025Q2: 707 shares; 2025Q3: 834 shares; 2025Q4: 7,340 shares 7,340 $688K 0.01% +6,506 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: restricted; 2024Q4: 3,291 shares; 2025Q1: 4,114 shares; 2025Q2: 4,016 shares; 2025Q3: 4,426 shares; 2025Q4: 4,397 shares 4,397 $678K 0.01% -29 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,870 shares; 2025Q1: 4,385 shares; 2025Q2: 3,395 shares; 2025Q3: 3,467 shares; 2025Q4: 3,284 shares 3,284 $671K 0.01% -183 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 418,493 shares; 2025Q1: 432,121 shares; 2025Q2: 453,307 shares; 2025Q3: 11,440 shares; 2025Q4: 6,720 shares 6,720 $671K 0.01% -4,720 Timeline Gotham Absolute Return Fund… Gotham Absolute Return Fund In More: the full row for Gotham Absolute Return Fund In Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 30,919 shares 30,919 $664K 0.01% new CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,568 shares; 2025Q4: 6,568 shares 6,568 $662K 0.01% 0 Timeline DFA US LARGE CAP VALUE I DFA US LARGE CAP VALUE I More: the full row for DFA US LARGE CAP VALUE I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,819 shares; 2025Q1: 9,819 shares; 2025Q2: 9,819 shares; 2025Q3: 11,396 shares; 2025Q4: 11,396 shares 11,396 $642K 0.01% 0 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: restricted; 2024Q4: 2,459 shares; 2025Q1: 2,499 shares; 2025Q2: 2,554 shares; 2025Q3: 2,596 shares; 2025Q4: 2,579 shares 2,579 $637K 0.01% -17 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: restricted; 2024Q4: 38,379 shares; 2025Q1: 5,246 shares; 2025Q2: 5,204 shares; 2025Q3: 5,183 shares; 2025Q4: 5,048 shares 5,048 $635K 0.01% -135 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: restricted; 2024Q4: 1,180 shares; 2025Q1: 1,365 shares; 2025Q2: 1,201 shares; 2025Q3: 1,232 shares; 2025Q4: 1,215 shares 1,215 $635K 0.01% -17 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,785 shares; 2025Q1: 5,020 shares; 2025Q2: 4,505 shares; 2025Q3: 4,350 shares; 2025Q4: 4,379 shares 4,379 $628K 0.01% +29 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: restricted; 2024Q4: 1,005 shares; 2025Q1: 1,072 shares; 2025Q2: 1,005 shares; 2025Q3: 1,005 shares; 2025Q4: 1,008 shares 1,008 $628K 0.01% +3 Timeline SPX CORP SPX CORP More: the full row for SPX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,105 shares; 2025Q1: 3,105 shares; 2025Q2: 3,105 shares; 2025Q3: 3,105 shares; 2025Q4: 3,105 shares 3,105 $621K 0.01% 0 GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,500 shares; 2025Q1: 7,500 shares; 2025Q2: 7,500 shares; 2025Q3: 7,500 shares; 2025Q4: 7,500 shares 7,500 $615K 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: restricted; 2024Q4: 2,942 shares; 2025Q1: 2,942 shares; 2025Q2: 2,942 shares; 2025Q3: 3,103 shares; 2025Q4: 3,092 shares 3,092 $614K 0.01% -11 Timeline IYH 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: restricted; 2024Q4: 8,043 shares; 2025Q1: 199,075 shares; 2025Q2: 9,649 shares; 2025Q3: 9,523 shares; 2025Q4: 9,345 shares 9,345 $608K 0.01% -178 Timeline NUVEEN CORE EQUITY FUND CLA… NUVEEN CORE EQUITY FUND CLASS A More: the full row for NUVEEN CORE EQUITY FUND CLASS A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,884 shares; 2025Q1: 20,884 shares; 2025Q2: 20,884 shares; 2025Q3: 20,884 shares; 2025Q4: 20,884 shares 20,884 $592K 0.01% 0 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: restricted; 2024Q4: 7,355 shares; 2025Q1: 7,378 shares; 2025Q2: 14,756 shares; 2025Q3: 14,756 shares; 2025Q4: 14,756 shares 14,756 $592K 0.01% 0 Timeline T. ROWE PRICE CAPITAL APPRE… T. ROWE PRICE CAPITAL APPRECIATION More: the full row for T. ROWE PRICE CAPITAL APPRECIATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,688 shares; 2025Q1: 11,688 shares; 2025Q2: 11,688 shares; 2025Q3: 11,419 shares; 2025Q4: 16,516 shares 16,516 $590K 0.01% +5,097 VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 694 shares; 2025Q1: 694 shares; 2025Q2: 629 shares; 2025Q3: 637 shares; 2025Q4: 770 shares 770 $580K 0.01% +133 Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,687 shares; 2025Q1: 5,827 shares; 2025Q2: 5,667 shares; 2025Q3: 5,462 shares; 2025Q4: 5,264 shares 5,264 $580K 0.01% -198 Timeline DFA US CORE EQUITY 2 I DFA US CORE EQUITY 2 I More: the full row for DFA US CORE EQUITY 2 I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,984 shares; 2025Q1: 9,984 shares; 2025Q2: 9,984 shares; 2025Q3: 13,018 shares; 2025Q4: 13,018 shares 13,018 $576K 0.01% 0 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: restricted; 2024Q4: 1,501 shares; 2025Q1: 1,168 shares; 2025Q2: 1,168 shares; 2025Q3: 1,168 shares; 2025Q4: 1,168 shares 1,168 $561K 0.01% 0 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,260 shares; 2025Q1: 14,537 shares; 2025Q2: 14,094 shares; 2025Q3: 12,464 shares; 2025Q4: 11,864 shares 11,864 $552K 0.01% -600 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: restricted; 2024Q4: 2,720 shares; 2025Q1: 3,720 shares; 2025Q2: 2,321 shares; 2025Q3: 2,297 shares; 2025Q4: 2,101 shares 2,101 $552K 0.01% -196 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,009 shares; 2025Q1: 2,385 shares; 2025Q2: 2,046 shares; 2025Q3: 2,046 shares; 2025Q4: 2,000 shares 2,000 $550K 0.01% -46 Timeline Tortoise MLP & Pipeline Fun… Tortoise MLP & Pipeline Fund Inst… More: the full row for Tortoise MLP & Pipeline Fund Institutional Class Fund Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 28,476 shares 28,476 $547K 0.01% new 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: restricted; 2024Q4: 864 shares; 2025Q1: 1,043 shares; 2025Q2: 937 shares; 2025Q3: 937 shares; 2025Q4: 937 shares 937 $531K 0.01% 0 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,991 shares; 2025Q2: 3,931 shares; 2025Q3: 4,905 shares; 2025Q4: 4,500 shares 4,500 $525K 0.01% -405 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,653 shares; 2025Q1: 4,632 shares; 2025Q2: 7,607 shares; 2025Q3: 8,402 shares; 2025Q4: 8,402 shares 8,402 $525K 0.01% 0 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 304,391 shares; 2025Q1: 312,116 shares; 2025Q2: 319,831 shares; 2025Q3: 318,755 shares; 2025Q4: 6,547 shares 6,547 $522K 0.01% -312,208 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: restricted; 2024Q4: 2,416 shares; 2025Q1: 2,407 shares; 2025Q2: 2,080 shares; 2025Q3: 2,098 shares; 2025Q4: 2,087 shares 2,087 $514K 0.01% -11 Timeline IYT 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: restricted; 2024Q4: 8,030 shares; 2025Q1: 7,510 shares; 2025Q2: 7,090 shares; 2025Q3: 7,138 shares; 2025Q4: 6,868 shares 6,868 $512K 0.01% -270 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: restricted; 2024Q4: 2,594 shares; 2025Q1: 1,234 shares; 2025Q2: 994 shares; 2025Q3: 1,025 shares; 2025Q4: 880 shares 880 $502K 0.01% -145 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,103 shares 1,103 $490K 0.01% new Timeline FAS DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,911 shares; 2025Q4: 2,911 shares 2,911 $490K 0.01% 0 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,095 shares; 2025Q1: 4,595 shares; 2025Q2: 3,975 shares; 2025Q3: 3,375 shares; 2025Q4: 3,402 shares 3,402 $481K 0.01% +27 Timeline BEN FRANKLIN TEMPLETON INC More: the full row for FRANKLIN TEMPLETON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,500 shares; 2025Q1: 20,500 shares; 2025Q2: 20,500 shares; 2025Q3: 19,915 shares; 2025Q4: 19,915 shares 19,915 $476K 0.01% 0 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,800 shares; 2025Q1: 2,800 shares; 2025Q2: 1,800 shares; 2025Q3: 1,800 shares; 2025Q4: 1,630 shares 1,630 $473K 0.01% -170 Timeline VWENX VANGUARD WELLINGTON-ADM More: the full row for VANGUARD WELLINGTON-ADM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,554 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,482 shares; 2025Q4: 6,058 shares 6,058 $468K 0.01% -424 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: restricted; 2024Q4: 1,742 shares; 2025Q1: 1,438 shares; 2025Q2: 2,153 shares; 2025Q3: 2,097 shares; 2025Q4: 2,039 shares 2,039 $467K 0.01% -58 Timeline PIMCO FDS PAC INVT MGMT SER PIMCO FDS PAC INVT MGMT SER More: the full row for PIMCO FDS PAC INVT MGMT SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 59,437 shares 59,437 $466K 0.01% new IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,560 shares; 2025Q1: 1,560 shares; 2025Q2: 1,560 shares; 2025Q3: 1,420 shares; 2025Q4: 1,203 shares 1,203 $465K 0.01% -217 Timeline PHO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,278 shares; 2025Q1: 6,582 shares; 2025Q2: 6,582 shares; 2025Q3: 6,582 shares; 2025Q4: 6,582 shares 6,582 $463K 0.01% 0 Timeline Lewis & Clark Bank Lewis & Clark Bank More: the full row for Lewis & Clark Bank Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,279 shares; 2025Q1: 11,279 shares; 2025Q2: 11,279 shares; 2025Q3: 11,279 shares; 2025Q4: 11,279 shares 11,279 $462K 0.01% 0 IYM 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: restricted; 2024Q4: 4,240 shares; 2025Q1: 3,945 shares; 2025Q2: 3,445 shares; 2025Q3: 3,005 shares; 2025Q4: 2,965 shares 2,965 $456K 0.01% -40 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,625 shares; 2025Q2: 1,599 shares; 2025Q3: 1,646 shares; 2025Q4: 2,149 shares 2,149 $456K 0.01% +503 Timeline BROS DUTCH BROS INC More: the full row for DUTCH BROS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,800 shares; 2025Q1: 7,350 shares; 2025Q2: 7,350 shares; 2025Q3: 7,390 shares; 2025Q4: 7,444 shares 7,444 $456K 0.01% +54 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,130 shares; 2025Q1: 6,086 shares; 2025Q2: 5,455 shares; 2025Q3: 5,055 shares; 2025Q4: 5,028 shares 5,028 $445K 0.01% -27 Timeline PSI INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,553 shares; 2025Q4: 5,553 shares 5,553 $438K 0.01% 0 Timeline IYK 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: restricted; 2024Q4: 6,285 shares; 2025Q1: 6,285 shares; 2025Q2: 6,285 shares; 2025Q3: 6,285 shares; 2025Q4: 6,509 shares 6,509 $436K 0.01% +224 Timeline GFFFX AMER FND GRW FD OF AM-F2 More: the full row for AMER FND GRW FD OF AM-F2 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,184 shares; 2025Q1: 6,184 shares; 2025Q2: 5,334 shares; 2025Q3: 5,334 shares; 2025Q4: 5,419 shares 5,419 $434K 0.01% +85 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,450 shares; 2025Q1: 3,401 shares; 2025Q2: 2,450 shares; 2025Q3: 2,775 shares; 2025Q4: 2,668 shares 2,668 $429K 0.01% -107 Timeline FUNDAMENTAL INVESTORS FUNDAMENTAL INVESTORS More: the full row for FUNDAMENTAL INVESTORS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,662 shares; 2025Q1: 4,422 shares; 2025Q2: 4,525 shares; 2025Q3: 4,525 shares; 2025Q4: 4,643 shares 4,643 $427K 0.01% +118 HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,265 shares; 2025Q1: 1,241 shares; 2025Q2: 1,241 shares; 2025Q3: 1,241 shares; 2025Q4: 1,241 shares 1,241 $422K 0.01% 0 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,642 shares; 2025Q1: 4,297 shares; 2025Q2: 4,297 shares; 2025Q3: 5,642 shares; 2025Q4: 5,642 shares 5,642 $418K 0.01% 0 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,979 shares; 2025Q1: 6,015 shares; 2025Q2: 3,735 shares; 2025Q3: 3,683 shares; 2025Q4: 3,541 shares 3,541 $415K 0.01% -142 Timeline DWS CORE EQUITY S DWS CORE EQUITY S More: the full row for DWS CORE EQUITY S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,381 shares; 2025Q1: 10,397 shares; 2025Q2: 10,419 shares; 2025Q3: 10,440 shares; 2025Q4: 11,501 shares 11,501 $414K 0.01% +1,061 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: restricted; 2024Q4: 4,022 shares; 2025Q1: 4,008 shares; 2025Q2: 4,008 shares; 2025Q3: 4,074 shares; 2025Q4: 4,008 shares 4,008 $410K 0.01% -66 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,595 shares; 2025Q3: 1,912 shares; 2025Q4: 1,912 shares 1,912 $409K 0.01% 0 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 323 shares; 2025Q1: 328 shares; 2025Q2: 306 shares; 2025Q3: 306 shares; 2025Q4: 306 shares 306 $407K 0.01% 0 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 450,828 shares; 2025Q1: 14,781 shares; 2025Q2: 12,239 shares; 2025Q3: 5,309 shares; 2025Q4: 5,239 shares 5,239 $402K 0.01% -70 Timeline VDIGX VANGUARD DIVIDEND GROWTH-INV More: the full row for VANGUARD DIVIDEND GROWTH-INV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,389 shares; 2025Q1: 12,608 shares; 2025Q2: 12,063 shares; 2025Q3: 12,078 shares; 2025Q4: 12,078 shares 12,078 $397K 0.01% 0 Timeline AMERICAN BALANCED FD CL F AMERICAN BALANCED FD CL F More: the full row for AMERICAN BALANCED FD CL F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,413 shares; 2025Q1: 10,413 shares; 2025Q2: 10,413 shares; 2025Q3: 10,413 shares; 2025Q4: 10,413 shares 10,413 $390K 0.01% 0 TECL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,172 shares; 2025Q4: 3,280 shares 3,280 $385K 0.01% -2,892 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,481 shares 3,481 $384K 0.01% new Timeline SOXX 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,290 shares; 2025Q4: 1,259 shares 1,259 $379K 0.01% -31 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: restricted; 2024Q4: 2,824 shares; 2025Q1: 2,809 shares; 2025Q2: 2,724 shares; 2025Q3: 2,659 shares; 2025Q4: 2,445 shares 2,445 $378K 0.01% -214 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,254 shares; 2025Q1: 5,734 shares; 2025Q2: 6,449 shares; 2025Q3: 6,449 shares; 2025Q4: 6,359 shares 6,359 $371K 0.01% -90 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,076 shares; 2025Q1: 3,076 shares; 2025Q2: 2,676 shares; 2025Q3: 2,674 shares; 2025Q4: 2,619 shares 2,619 $365K 0.01% -55 Timeline GLIFX LAZARD GLBL LSTD INFRA-INST More: the full row for LAZARD GLBL LSTD INFRA-INST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,975 shares 19,975 $363K 0.01% new Timeline VEXAX VANGUARD EXT MKT INDX-ADM More: the full row for VANGUARD EXT MKT INDX-ADM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,265 shares; 2025Q1: 2,269 shares; 2025Q2: 2,272 shares; 2025Q3: 2,275 shares; 2025Q4: 2,278 shares 2,278 $361K 0.01% +3 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,352 shares 4,352 $355K 0.01% new Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 14,181 shares; 2025Q2: 12,991 shares; 2025Q3: 12,991 shares; 2025Q4: 12,991 shares 12,991 $353K 0.01% 0 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,966 shares; 2025Q1: 10,751 shares; 2025Q2: 9,108 shares; 2025Q3: 8,771 shares; 2025Q4: 8,774 shares 8,774 $353K 0.01% +3 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 134,791 shares; 2025Q1: 9,096 shares; 2025Q2: 8,766 shares; 2025Q3: 7,646 shares; 2025Q4: 8,581 shares 8,581 $346K 0.01% +935 Timeline ICAFX AMER FND INV CO OF AM-F2 More: the full row for AMER FND INV CO OF AM-F2 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,200 shares; 2025Q1: 7,205 shares; 2025Q2: 5,521 shares; 2025Q3: 5,521 shares; 2025Q4: 5,521 shares 5,521 $346K 0.01% 0 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,265 shares; 2025Q1: 12,273 shares; 2025Q2: 12,319 shares; 2025Q3: 12,507 shares; 2025Q4: 12,505 shares 12,505 $343K 0.01% -2 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 19,722 shares; 2025Q1: 19,722 shares; 2025Q2: 19,722 shares; 2025Q3: 19,722 shares; 2025Q4: 19,722 shares 19,722 $342K 0.01% 0 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 319 shares; 2025Q1: 339 shares; 2025Q2: 338 shares; 2025Q3: 338 shares; 2025Q4: 338 shares 338 $341K 0.01% 0 Timeline American Century Heritage I American Century Heritage I More: the full row for American Century Heritage I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,807 shares; 2025Q1: 13,807 shares; 2025Q2: 13,807 shares; 2025Q3: 13,807 shares; 2025Q4: 13,807 shares 13,807 $340K 0.01% 0 GROWTH FD OF AMER CL -A GROWTH FD OF AMER CL -A More: the full row for GROWTH FD OF AMER CL -A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,347 shares; 2025Q1: 4,347 shares; 2025Q2: 4,347 shares; 2025Q3: 4,199 shares; 2025Q4: 4,199 shares 4,199 $338K 0.01% 0 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: restricted; 2024Q4: 5,283 shares; 2025Q1: 4,445 shares; 2025Q2: 4,445 shares; 2025Q3: 4,625 shares; 2025Q4: 4,275 shares 4,275 $338K 0.01% -350 Timeline MFS GROWTH R6 MFS GROWTH R6 More: the full row for MFS GROWTH R6 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,591 shares; 2025Q1: 1,591 shares; 2025Q2: 1,476 shares; 2025Q3: 1,490 shares; 2025Q4: 1,672 shares 1,672 $333K 0.01% +182 COLB COLUMBIA BKG SYS INC More: the full row for COLUMBIA BKG SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,971 shares; 2025Q1: 11,971 shares; 2025Q2: 11,971 shares; 2025Q3: 11,912 shares; 2025Q4: 11,771 shares 11,771 $329K 0.01% -141 Timeline IYF 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: restricted; 2024Q4: 2,625 shares; 2025Q1: 2,625 shares; 2025Q2: 2,551 shares; 2025Q3: 2,580 shares; 2025Q4: 2,551 shares 2,551 $329K 0.01% -29 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 371 shares; 2025Q4: 398 shares 398 $326K 0.01% +27 Timeline MUSA MURPHY USA INC More: the full row for MURPHY USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 805 shares; 2025Q1: 805 shares; 2025Q2: 805 shares; 2025Q3: 846 shares; 2025Q4: 805 shares 805 $325K 0.01% -41 Timeline AMERICAN MUTUAL FUND AMERICAN MUTUAL FUND More: the full row for AMERICAN MUTUAL FUND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,921 shares; 2025Q1: 4,878 shares; 2025Q2: 4,896 shares; 2025Q3: 4,914 shares; 2025Q4: 5,232 shares 5,232 $311K <0.01% +318 BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,353 shares; 2025Q1: 2,185 shares; 2025Q2: 2,090 shares; 2025Q3: 3,412 shares; 2025Q4: 1,571 shares 1,571 $305K <0.01% -1,841 Timeline TY TRI CONTL CORP More: the full row for TRI CONTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,266 shares; 2025Q1: 9,266 shares; 2025Q2: 9,266 shares; 2025Q3: 9,266 shares; 2025Q4: 9,266 shares 9,266 $303K <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: restricted; 2024Q4: 4,355 shares; 2025Q1: 4,835 shares; 2025Q2: 2,535 shares; 2025Q3: 3,448 shares; 2025Q4: 3,374 shares 3,374 $294K <0.01% -74 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,173 shares; 2025Q1: 3,101 shares; 2025Q2: 2,992 shares; 2025Q3: 2,992 shares; 2025Q4: 2,851 shares 2,851 $283K <0.01% -141 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: restricted; 2024Q4: 1,783 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,892 shares 2,892 $283K <0.01% new Timeline HOG HARLEY DAVIDSON INC More: the full row for HARLEY DAVIDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,914 shares; 2025Q1: 13,914 shares; 2025Q2: 13,914 shares; 2025Q3: 13,764 shares; 2025Q4: 13,764 shares 13,764 $282K <0.01% 0 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,778 shares; 2025Q1: 7,392 shares; 2025Q2: 7,385 shares; 2025Q3: 7,494 shares; 2025Q4: 7,225 shares 7,225 $277K <0.01% -269 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: restricted; 2024Q4: 4,270 shares; 2025Q1: 4,910 shares; 2025Q2: 4,168 shares; 2025Q3: 3,935 shares; 2025Q4: 3,164 shares 3,164 $276K <0.01% -771 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,475 shares; 2025Q1: 3,413 shares; 2025Q2: 3,473 shares; 2025Q3: 3,473 shares; 2025Q4: 3,473 shares 3,473 $275K <0.01% 0 Timeline IIIV I3 VERTICALS INC More: the full row for I3 VERTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,221 shares; 2025Q4: 10,901 shares 10,901 $275K <0.01% +3,680 Timeline THE COOPER COMPANIES THE COOPER COMPANIES More: the full row for THE COOPER COMPANIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,340 shares; 2025Q1: 3,340 shares; 2025Q2: 3,340 shares; 2025Q3: 3,544 shares; 2025Q4: 3,340 shares 3,340 $274K <0.01% -204 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: restricted; 2024Q4: 42 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares 50 $268K <0.01% 0 Timeline Invesco Balanced-Risk Commo… Invesco Balanced-Risk Commodit More: the full row for Invesco Balanced-Risk Commodit Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 38,706 shares 38,706 $267K <0.01% new XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,090 shares; 2025Q3: 3,049 shares; 2025Q4: 6,094 shares 6,094 $260K <0.01% +3,045 Timeline IAK 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: restricted; 2024Q4: 2,360 shares; 2025Q1: 2,360 shares; 2025Q2: 2,360 shares; 2025Q3: 1,905 shares; 2025Q4: 1,905 shares 1,905 $259K <0.01% 0 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: restricted; 2024Q4: not reported; 2025Q1: 3,966 shares; 2025Q2: 2,378 shares; 2025Q3: 1,898 shares; 2025Q4: 1,908 shares 1,908 $258K <0.01% +10 Timeline SEAGATE TECHNOLOGY HOLDINGS SEAGATE TECHNOLOGY HOLDINGS More: the full row for SEAGATE TECHNOLOGY HOLDINGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,498 shares; 2025Q3: 923 shares; 2025Q4: 923 shares 923 $254K <0.01% 0 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: restricted; 2024Q4: 5,170 shares; 2025Q1: 5,336 shares; 2025Q2: 5,329 shares; 2025Q3: 3,126 shares; 2025Q4: 3,093 shares 3,093 $254K <0.01% -33 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: restricted; 2024Q4: not reported; 2025Q1: 73 shares; 2025Q2: 73 shares; 2025Q3: 73 shares; 2025Q4: 74 shares 74 $251K <0.01% +1 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,001 shares; 2025Q1: 3,301 shares; 2025Q2: 3,301 shares; 2025Q3: 3,301 shares; 2025Q4: 2,781 shares 2,781 $250K <0.01% -520 Timeline SEI Instl Mgd S&P 500 Index… SEI Instl Mgd S&P 500 Index A More: the full row for SEI Instl Mgd S&P 500 Index A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,058 shares; 2025Q1: 3,058 shares; 2025Q2: 2,879 shares; 2025Q3: 2,536 shares; 2025Q4: 2,454 shares 2,454 $249K <0.01% -82 CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,472 shares; 2025Q1: 2,161 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,945 shares 2,945 $247K <0.01% new Timeline Deutsche Science & Technolo… Deutsche Science & Technology More: the full row for Deutsche Science & Technology Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,584 shares; 2025Q1: 6,205 shares; 2025Q2: 6,205 shares; 2025Q3: 5,752 shares; 2025Q4: 5,599 shares 5,599 $247K <0.01% -153 MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,157 shares; 2025Q1: 1,613 shares; 2025Q2: 1,208 shares; 2025Q3: 1,208 shares; 2025Q4: 1,208 shares 1,208 $243K <0.01% 0 Timeline LINDE PLC/OLD LINDE PLC/OLD More: the full row for LINDE PLC/OLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 604 shares; 2025Q4: 559 shares 559 $238K <0.01% -45 SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 451 shares; 2025Q1: not reported; 2025Q2: 466 shares; 2025Q3: 506 shares; 2025Q4: 502 shares 502 $236K <0.01% -4 Timeline Neuberger Berman Sustainabl… Neuberger Berman Sustainable E More: the full row for Neuberger Berman Sustainable E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,169 shares; 2025Q4: 4,184 shares 4,184 $233K <0.01% -985 FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 937 shares; 2025Q1: 1,096 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 804 shares 804 $232K <0.01% new Timeline TWCGX AMERICAN CENTY MUT FDS GROWTH More: the full row for AMERICAN CENTY MUT FDS GROWTH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,030 shares; 2025Q4: 4,030 shares 4,030 $230K <0.01% 0 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,285 shares; 2025Q1: 1,487 shares; 2025Q2: 1,285 shares; 2025Q3: 1,285 shares; 2025Q4: 1,285 shares 1,285 $229K <0.01% 0 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: restricted; 2024Q4: not reported; 2025Q1: 1,624 shares; 2025Q2: not reported; 2025Q3: 1,404 shares; 2025Q4: 1,383 shares 1,383 $225K <0.01% -21 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,007 shares 1,007 $225K <0.01% new Timeline AOR 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,434 shares 3,434 $223K <0.01% new Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 952 shares 952 $223K <0.01% new Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,745 shares; 2025Q3: 4,745 shares; 2025Q4: 4,745 shares 4,745 $223K <0.01% 0 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,380 shares; 2025Q4: 2,981 shares 2,981 $220K <0.01% -399 Timeline FIDELITY ADVISOR NEW INSIGH… FIDELITY ADVISOR NEW INSIGHTS I More: the full row for FIDELITY ADVISOR NEW INSIGHTS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,500 shares; 2025Q3: 4,500 shares; 2025Q4: 4,500 shares 4,500 $220K <0.01% 0 EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,010 shares; 2025Q1: 1,005 shares; 2025Q2: 1,004 shares; 2025Q3: 1,084 shares; 2025Q4: 1,004 shares 1,004 $218K <0.01% -80 Timeline OAKMARK INVESTOR OAKMARK INVESTOR More: the full row for OAKMARK INVESTOR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,267 shares; 2025Q3: 1,252 shares; 2025Q4: 1,259 shares 1,259 $217K <0.01% +7 CONSTELLATION ENERGY GROUP … CONSTELLATION ENERGY GROUP INC More: the full row for CONSTELLATION ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 612 shares; 2025Q4: 611 shares 611 $216K <0.01% -1 FSBC FIVE STAR BANCORP More: the full row for FIVE STAR BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,000 shares 6,000 $215K <0.01% new Timeline SCHWAB TARGET 2040 SCHWAB TARGET 2040 More: the full row for SCHWAB TARGET 2040 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,762 shares 10,762 $212K <0.01% new FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 981,019 shares; 2025Q1: 997,413 shares; 2025Q2: 39,491 shares; 2025Q3: 4,758 shares; 2025Q4: 3,832 shares 3,832 $212K <0.01% -926 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,286 shares 1,286 $210K <0.01% new Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,607 shares; 2025Q1: 2,607 shares; 2025Q2: 2,607 shares; 2025Q3: 2,645 shares; 2025Q4: 2,607 shares 2,607 $209K <0.01% -38 Timeline IDA IDACORP INC More: the full row for IDACORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,116 shares; 2025Q1: 1,931 shares; 2025Q2: 1,931 shares; 2025Q3: 1,636 shares; 2025Q4: 1,636 shares 1,636 $207K <0.01% 0 Timeline ARISTA NETWORKS INC 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: restricted; 2024Q4: 1,848 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,010 shares; 2025Q4: 1,572 shares 1,572 $206K <0.01% -438 SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,034 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,843 shares; 2025Q4: 6,843 shares 6,843 $206K <0.01% 0 Timeline SCHWAB TARGET 2040 INDEX SCHWAB TARGET 2040 INDEX More: the full row for SCHWAB TARGET 2040 INDEX Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,189 shares 10,189 $205K <0.01% new RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,939 shares; 2025Q1: 1,939 shares; 2025Q2: 1,939 shares; 2025Q3: 1,939 shares; 2025Q4: 1,939 shares 1,939 $202K <0.01% 0 Timeline WULF TERAWULF INC More: the full row for TERAWULF INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,610 shares 15,610 $179K <0.01% new Timeline Russell Inv LifePoints Grow… Russell Inv LifePoints Growth More: the full row for Russell Inv LifePoints Growth Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,059 shares 10,059 $136K <0.01% new THMG THUNDER MOUNTAIN GOLD INC More: the full row for THUNDER MOUNTAIN GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares 10,000 $7.25K <0.01% 0 Timeline CBTC XTRA BITCOIN INC More: the full row for XTRA BITCOIN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 200,000 shares; 2025Q1: 200,000 shares; 2025Q2: 200,000 shares; 2025Q3: 200,000 shares; 2025Q4: 200,000 shares 200,000 $160 <0.01% 0 Timeline