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: 634,679 shares; 2024Q4: 623,095 shares; 2025Q1: 617,887 shares; 2025Q2: 613,450 shares; 2025Q3: 601,078 shares; 2025Q4: 582,636 shares 582,636 $183M 5.05% -18,442 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: 671,569 shares; 2024Q4: 657,360 shares; 2025Q1: 651,093 shares; 2025Q2: 653,458 shares; 2025Q3: 663,420 shares; 2025Q4: 647,872 shares 647,872 $176M 4.86% -15,548 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 380,179 shares; 2024Q4: 374,820 shares; 2025Q1: 376,706 shares; 2025Q2: 373,428 shares; 2025Q3: 365,389 shares; 2025Q4: 362,466 shares 362,466 $175M 4.84% -2,923 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: 787,645 shares; 2024Q4: 796,886 shares; 2025Q1: 817,056 shares; 2025Q2: 810,168 shares; 2025Q3: 808,684 shares; 2025Q4: 790,209 shares 790,209 $113M 3.13% -18,475 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: 286,617 shares; 2024Q4: 281,768 shares; 2025Q1: 274,397 shares; 2025Q2: 264,702 shares; 2025Q3: 261,424 shares; 2025Q4: 257,999 shares 257,999 $90.5M 2.5% -3,425 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: 248,197 shares; 2024Q4: 250,382 shares; 2025Q1: 247,775 shares; 2025Q2: 246,306 shares; 2025Q3: 246,742 shares; 2025Q4: 248,348 shares 248,348 $85.5M 2.36% +1,606 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: 246,049 shares; 2024Q4: 252,390 shares; 2025Q1: 250,288 shares; 2025Q2: 249,795 shares; 2025Q3: 250,756 shares; 2025Q4: 252,744 shares 252,744 $81.4M 2.25% +1,988 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: 404,864 shares; 2024Q4: 391,110 shares; 2025Q1: 382,944 shares; 2025Q2: 378,038 shares; 2025Q3: 373,794 shares; 2025Q4: 373,159 shares 373,159 $77.2M 2.13% -635 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: 149,820 shares; 2024Q4: 153,000 shares; 2025Q1: 159,483 shares; 2025Q2: 160,220 shares; 2025Q3: 157,225 shares; 2025Q4: 156,960 shares 156,960 $76.6M 2.11% -265 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: 314,679 shares; 2024Q4: 317,835 shares; 2025Q1: 314,543 shares; 2025Q2: 319,094 shares; 2025Q3: 320,828 shares; 2025Q4: 321,946 shares 321,946 $74.3M 2.05% +1,118 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: 255,732 shares; 2024Q4: 256,081 shares; 2025Q1: 264,608 shares; 2025Q2: 267,123 shares; 2025Q3: 268,267 shares; 2025Q4: 270,248 shares 270,248 $61.7M 1.71% +1,981 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 206,378 shares; 2024Q4: 205,827 shares; 2025Q1: 196,944 shares; 2025Q2: 196,054 shares; 2025Q3: 194,235 shares; 2025Q4: 183,947 shares 183,947 $57.6M 1.59% -10,288 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: 116,978 shares; 2024Q4: 118,263 shares; 2025Q1: 116,201 shares; 2025Q2: 116,220 shares; 2025Q3: 115,284 shares; 2025Q4: 114,178 shares 114,178 $57.4M 1.58% -1,106 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 850,278 shares; 2024Q4: 831,289 shares; 2025Q1: 822,992 shares; 2025Q2: 802,192 shares; 2025Q3: 789,349 shares; 2025Q4: 1,176,417 shares 1,176,417 $54M 1.49% +387,068 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: 576,144 shares; 2024Q4: 564,884 shares; 2025Q1: 563,657 shares; 2025Q2: 520,141 shares; 2025Q3: 520,181 shares; 2025Q4: 511,020 shares 511,020 $53.8M 1.49% -9,161 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: 252,911 shares; 2024Q4: 262,062 shares; 2025Q1: 249,074 shares; 2025Q2: 255,838 shares; 2025Q3: 271,185 shares; 2025Q4: 275,923 shares 275,923 $51.5M 1.42% +4,738 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 266,248 shares; 2024Q4: 265,420 shares; 2025Q1: 264,304 shares; 2025Q2: 264,026 shares; 2025Q3: 253,268 shares; 2025Q4: 255,189 shares 255,189 $49.7M 1.37% +1,921 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: 235,297 shares; 2024Q4: 232,623 shares; 2025Q1: 226,896 shares; 2025Q2: 221,235 shares; 2025Q3: 203,966 shares; 2025Q4: 185,133 shares 185,133 $49.7M 1.37% -18,833 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: 91,056 shares; 2024Q4: 91,066 shares; 2025Q1: 88,679 shares; 2025Q2: 86,475 shares; 2025Q3: 86,322 shares; 2025Q4: 85,136 shares 85,136 $48.6M 1.34% -1,186 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: 48,160 shares; 2024Q4: 47,774 shares; 2025Q1: 48,086 shares; 2025Q2: 48,819 shares; 2025Q3: 51,117 shares; 2025Q4: 52,404 shares 52,404 $45.2M 1.25% +1,287 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,670 shares; 2024Q4: 135,077 shares; 2025Q1: 170,148 shares; 2025Q2: 203,043 shares; 2025Q3: 300,726 shares; 2025Q4: 531,593 shares 531,593 $44.5M 1.23% +230,867 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: 173,390 shares; 2024Q4: 174,420 shares; 2025Q1: 178,116 shares; 2025Q2: 181,666 shares; 2025Q3: 182,210 shares; 2025Q4: 179,530 shares 179,530 $39.5M 1.09% -2,680 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: 95,424 shares; 2024Q4: 95,552 shares; 2025Q1: 96,877 shares; 2025Q2: 96,331 shares; 2025Q3: 102,803 shares; 2025Q4: 104,779 shares 104,779 $36.3M 1% +1,976 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: 20,100 shares; 2024Q4: 24,165 shares; 2025Q1: 26,726 shares; 2025Q2: 27,567 shares; 2025Q3: 30,156 shares; 2025Q4: 33,722 shares 33,722 $36.2M 1% +3,566 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: 141,810 shares; 2024Q4: 161,941 shares; 2025Q1: 175,239 shares; 2025Q2: 173,246 shares; 2025Q3: 170,325 shares; 2025Q4: 166,619 shares 166,619 $35.7M 0.99% -3,706 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: 109,789 shares; 2024Q4: 112,503 shares; 2025Q1: 110,444 shares; 2025Q2: 108,528 shares; 2025Q3: 107,468 shares; 2025Q4: 105,837 shares 105,837 $35.6M 0.98% -1,631 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: 131,042 shares; 2024Q4: 127,217 shares; 2025Q1: 122,525 shares; 2025Q2: 118,264 shares; 2025Q3: 118,648 shares; 2025Q4: 116,721 shares 116,721 $34.6M 0.95% -1,927 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 126,063 shares; 2024Q4: 126,826 shares; 2025Q1: 127,175 shares; 2025Q2: 126,277 shares; 2025Q3: 123,733 shares; 2025Q4: 129,211 shares 129,211 $34.2M 0.95% +5,478 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: 221,881 shares; 2024Q4: 217,413 shares; 2025Q1: 212,888 shares; 2025Q2: 210,487 shares; 2025Q3: 209,612 shares; 2025Q4: 204,662 shares 204,662 $32.9M 0.91% -4,950 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: 28,915 shares; 2024Q4: 31,791 shares; 2025Q1: 32,846 shares; 2025Q2: 39,073 shares; 2025Q3: 41,676 shares; 2025Q4: 47,849 shares 47,849 $31.6M 0.87% +6,173 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 669,184 shares; 2024Q4: 654,611 shares; 2025Q1: 650,761 shares; 2025Q2: 645,122 shares; 2025Q3: 651,484 shares; 2025Q4: 655,697 shares 655,697 $31.4M 0.87% +4,213 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,581 shares; 2024Q4: 61,419 shares; 2025Q1: 62,674 shares; 2025Q2: 63,411 shares; 2025Q3: 62,086 shares; 2025Q4: 60,800 shares 60,800 $31M 0.86% -1,286 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: 38,161 shares; 2024Q4: 38,217 shares; 2025Q1: 38,614 shares; 2025Q2: 36,968 shares; 2025Q3: 37,067 shares; 2025Q4: 36,352 shares 36,352 $29.8M 0.82% -715 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: 156,542 shares; 2024Q4: 165,201 shares; 2025Q1: 168,866 shares; 2025Q2: 167,759 shares; 2025Q3: 172,874 shares; 2025Q4: 179,679 shares 179,679 $27.6M 0.76% +6,805 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: 162,730 shares; 2024Q4: 172,505 shares; 2025Q1: 173,250 shares; 2025Q2: 172,001 shares; 2025Q3: 171,898 shares; 2025Q4: 174,174 shares 174,174 $26.5M 0.73% +2,276 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: 327,258 shares; 2024Q4: 320,468 shares; 2025Q1: 310,844 shares; 2025Q2: 305,971 shares; 2025Q3: 297,052 shares; 2025Q4: 294,409 shares 294,409 $25.8M 0.71% -2,643 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: 188,448 shares; 2024Q4: 189,635 shares; 2025Q1: 186,931 shares; 2025Q2: 185,221 shares; 2025Q3: 184,080 shares; 2025Q4: 175,643 shares 175,643 $25.2M 0.7% -8,437 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 144,864 shares; 2024Q4: 156,175 shares; 2025Q1: 161,848 shares; 2025Q2: 173,486 shares; 2025Q3: 226,313 shares; 2025Q4: 243,616 shares 243,616 $24.3M 0.67% +17,303 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,455 shares; 2024Q4: 18,285 shares; 2025Q1: 21,380 shares; 2025Q2: 22,903 shares; 2025Q3: 23,322 shares; 2025Q4: 22,703 shares 22,703 $24.3M 0.67% -619 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: 80,304 shares; 2024Q4: 80,892 shares; 2025Q1: 77,769 shares; 2025Q2: 74,716 shares; 2025Q3: 73,528 shares; 2025Q4: 72,299 shares 72,299 $23.7M 0.65% -1,229 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: 125,184 shares; 2024Q4: 127,584 shares; 2025Q1: 123,039 shares; 2025Q2: 119,486 shares; 2025Q3: 118,866 shares; 2025Q4: 116,599 shares 116,599 $22.7M 0.63% -2,267 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: 124,769 shares; 2024Q4: 124,706 shares; 2025Q1: 126,524 shares; 2025Q2: 121,742 shares; 2025Q3: 120,824 shares; 2025Q4: 121,803 shares 121,803 $22.3M 0.62% +979 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: 245,534 shares; 2024Q4: 222,708 shares; 2025Q1: 224,167 shares; 2025Q2: 214,770 shares; 2025Q3: 210,618 shares; 2025Q4: 193,084 shares 193,084 $22M 0.61% -17,534 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: 149,892 shares; 2024Q4: 159,986 shares; 2025Q1: 171,784 shares; 2025Q2: 180,709 shares; 2025Q3: 183,854 shares; 2025Q4: 196,648 shares 196,648 $21.9M 0.61% +12,794 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: 45,387 shares; 2024Q4: 46,329 shares; 2025Q1: 41,679 shares; 2025Q2: 38,530 shares; 2025Q3: 37,772 shares; 2025Q4: 37,931 shares 37,931 $21.7M 0.6% +159 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: 193,174 shares; 2024Q4: 185,794 shares; 2025Q1: 177,441 shares; 2025Q2: 156,603 shares; 2025Q3: 153,374 shares; 2025Q4: 148,704 shares 148,704 $21.3M 0.59% -4,670 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 210,564 shares; 2024Q4: 207,012 shares; 2025Q1: 226,544 shares; 2025Q2: 218,219 shares; 2025Q3: 202,043 shares; 2025Q4: 198,607 shares 198,607 $21.2M 0.59% -3,436 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: 262,016 shares; 2024Q4: 263,186 shares; 2025Q1: 265,140 shares; 2025Q2: 258,826 shares; 2025Q3: 260,453 shares; 2025Q4: 262,532 shares 262,532 $21.1M 0.58% +2,079 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: 165,804 shares; 2024Q4: 162,423 shares; 2025Q1: 154,720 shares; 2025Q2: 151,652 shares; 2025Q3: 145,922 shares; 2025Q4: 173,603 shares 173,603 $20.9M 0.58% +27,681 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: 50,277 shares; 2024Q4: 50,616 shares; 2025Q1: 49,107 shares; 2025Q2: 51,985 shares; 2025Q3: 54,584 shares; 2025Q4: 57,858 shares 57,858 $20.3M 0.56% +3,274 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: 24,720 shares; 2024Q4: 25,385 shares; 2025Q1: 24,740 shares; 2025Q2: 26,452 shares; 2025Q3: 27,207 shares; 2025Q4: 28,596 shares 28,596 $19.5M 0.54% +1,389 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: 16,907 shares; 2024Q4: 18,431 shares; 2025Q1: 18,832 shares; 2025Q2: 19,426 shares; 2025Q3: 20,763 shares; 2025Q4: 22,110 shares 22,110 $19.4M 0.54% +1,347 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: 31,667 shares; 2024Q4: 31,684 shares; 2025Q1: 30,152 shares; 2025Q2: 29,408 shares; 2025Q3: 29,060 shares; 2025Q4: 28,388 shares 28,388 $18.8M 0.52% -672 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: 46,164 shares; 2024Q4: 47,949 shares; 2025Q1: 49,482 shares; 2025Q2: 50,421 shares; 2025Q3: 49,337 shares; 2025Q4: 49,997 shares 49,997 $18.5M 0.51% +660 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,040 shares; 2024Q4: 67,199 shares; 2025Q1: 65,042 shares; 2025Q2: 61,896 shares; 2025Q3: 60,670 shares; 2025Q4: 58,496 shares 58,496 $18.3M 0.5% -2,174 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: 27,102 shares; 2024Q4: 26,041 shares; 2025Q1: 31,774 shares; 2025Q2: 41,124 shares; 2025Q3: 40,398 shares; 2025Q4: 40,014 shares 40,014 $18M 0.5% -384 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: 229,658 shares; 2024Q4: 223,768 shares; 2025Q1: 214,312 shares; 2025Q2: 208,137 shares; 2025Q3: 206,331 shares; 2025Q4: 206,221 shares 206,221 $18M 0.5% -110 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: 147,708 shares; 2024Q4: 149,203 shares; 2025Q1: 145,767 shares; 2025Q2: 141,875 shares; 2025Q3: 140,569 shares; 2025Q4: 139,200 shares 139,200 $17.4M 0.48% -1,369 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: 281,752 shares; 2024Q4: 275,326 shares; 2025Q1: 263,808 shares; 2025Q2: 246,376 shares; 2025Q3: 237,973 shares; 2025Q4: 202,535 shares 202,535 $17.1M 0.47% -35,438 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 176,680 shares; 2024Q4: 171,827 shares; 2025Q1: 164,774 shares; 2025Q2: 158,128 shares; 2025Q3: 155,055 shares; 2025Q4: 151,097 shares 151,097 $17M 0.47% -3,958 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,581 shares; 2024Q4: 5,037 shares; 2025Q1: 15,476 shares; 2025Q2: 26,978 shares; 2025Q3: 29,536 shares; 2025Q4: 40,361 shares 40,361 $16M 0.44% +10,825 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: 135,575 shares; 2024Q4: 135,591 shares; 2025Q1: 135,601 shares; 2025Q2: 132,193 shares; 2025Q3: 125,831 shares; 2025Q4: 119,143 shares 119,143 $15.8M 0.44% -6,688 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: 8,591 shares; 2024Q4: 23,836 shares; 2025Q1: 39,997 shares; 2025Q2: 39,462 shares; 2025Q3: 42,739 shares; 2025Q4: 51,233 shares 51,233 $14.6M 0.4% +8,494 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,802 shares; 2024Q4: 11,417 shares; 2025Q1: 10,898 shares; 2025Q2: 162,428 shares; 2025Q3: 160,855 shares; 2025Q4: 159,232 shares 159,232 $14.5M 0.4% -1,623 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,621 shares; 2024Q4: 60,942 shares; 2025Q1: 102,235 shares; 2025Q2: 110,081 shares; 2025Q3: 126,198 shares; 2025Q4: 181,509 shares 181,509 $14.5M 0.4% +55,311 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,228 shares; 2024Q4: 85,193 shares; 2025Q1: 81,941 shares; 2025Q2: 79,256 shares; 2025Q3: 78,283 shares; 2025Q4: 77,256 shares 77,256 $14.3M 0.4% -1,027 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: 66,744 shares; 2024Q4: 69,016 shares; 2025Q1: 67,292 shares; 2025Q2: 56,504 shares; 2025Q3: 51,484 shares; 2025Q4: 43,038 shares 43,038 $14.2M 0.39% -8,446 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 82,153 shares; 2025Q1: 423,038 shares; 2025Q2: 397,908 shares; 2025Q3: 332,715 shares; 2025Q4: 275,454 shares 275,454 $14M 0.39% -57,261 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,884 shares; 2024Q4: 2,773 shares; 2025Q1: 2,763 shares; 2025Q2: 2,651 shares; 2025Q3: 2,586 shares; 2025Q4: 2,599 shares 2,599 $13.9M 0.38% +13 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 186,043 shares; 2024Q4: 181,582 shares; 2025Q1: 175,698 shares; 2025Q2: 343,886 shares; 2025Q3: 341,364 shares; 2025Q4: 341,814 shares 341,814 $13.7M 0.38% +450 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: 241,825 shares; 2024Q4: 238,594 shares; 2025Q1: 231,683 shares; 2025Q2: 230,417 shares; 2025Q3: 230,560 shares; 2025Q4: 231,028 shares 231,028 $12.7M 0.35% +468 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: 20,098 shares; 2024Q4: 25,808 shares; 2025Q1: 31,409 shares; 2025Q2: 35,726 shares; 2025Q3: 38,231 shares; 2025Q4: 40,877 shares 40,877 $12.6M 0.35% +2,646 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: 173,413 shares; 2024Q4: 168,508 shares; 2025Q1: 160,623 shares; 2025Q2: 156,908 shares; 2025Q3: 155,604 shares; 2025Q4: 154,184 shares 154,184 $12.4M 0.34% -1,420 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: 63,504 shares; 2024Q4: 64,196 shares; 2025Q1: 76,564 shares; 2025Q2: 86,481 shares; 2025Q3: 87,103 shares; 2025Q4: 89,376 shares 89,376 $12.1M 0.33% +2,273 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,843 shares; 2024Q4: 58,495 shares; 2025Q1: 66,505 shares; 2025Q2: 69,210 shares; 2025Q3: 72,667 shares; 2025Q4: 70,524 shares 70,524 $12.1M 0.33% -2,143 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: 63,867 shares; 2024Q4: 79,739 shares; 2025Q1: 125,581 shares; 2025Q2: 135,560 shares; 2025Q3: 140,092 shares; 2025Q4: 144,015 shares 144,015 $11.8M 0.32% +3,923 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: 3,582 shares; 2024Q4: 3,613 shares; 2025Q1: 3,558 shares; 2025Q2: 3,495 shares; 2025Q3: 3,471 shares; 2025Q4: 3,413 shares 3,413 $11.6M 0.32% -58 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: 12,216 shares; 2024Q4: 12,393 shares; 2025Q1: 12,074 shares; 2025Q2: 12,708 shares; 2025Q3: 12,706 shares; 2025Q4: 12,572 shares 12,572 $11.1M 0.31% -134 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,131 shares; 2025Q4: 171,001 shares 171,001 $11M 0.3% +164,870 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,709 shares; 2024Q4: 26,985 shares; 2025Q1: 30,905 shares; 2025Q2: 31,526 shares; 2025Q3: 32,650 shares; 2025Q4: 35,781 shares 35,781 $10.9M 0.3% +3,131 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 372,805 shares; 2024Q4: 350,693 shares; 2025Q1: 324,226 shares; 2025Q2: 340,820 shares; 2025Q3: 344,153 shares; 2025Q4: 350,731 shares 350,731 $10.9M 0.3% +6,578 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: 67,676 shares; 2024Q4: 67,738 shares; 2025Q1: 66,424 shares; 2025Q2: 66,694 shares; 2025Q3: 66,722 shares; 2025Q4: 66,254 shares 66,254 $10.8M 0.3% -468 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: 50,717 shares; 2024Q4: 49,296 shares; 2025Q1: 45,990 shares; 2025Q2: 45,409 shares; 2025Q3: 44,623 shares; 2025Q4: 43,581 shares 43,581 $10.7M 0.3% -1,042 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: 13,170 shares; 2024Q4: 14,138 shares; 2025Q1: 13,613 shares; 2025Q2: 14,850 shares; 2025Q3: 18,330 shares; 2025Q4: 21,914 shares 21,914 $10.6M 0.29% +3,584 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: 35,231 shares; 2024Q4: 38,279 shares; 2025Q1: 38,108 shares; 2025Q2: 39,249 shares; 2025Q3: 38,131 shares; 2025Q4: 29,736 shares 29,736 $10.4M 0.29% -8,395 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,180 shares; 2024Q4: 74,061 shares; 2025Q1: 94,716 shares; 2025Q2: 81,198 shares; 2025Q3: 120,315 shares; 2025Q4: 193,827 shares 193,827 $9.75M 0.27% +73,512 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: 36,471 shares; 2024Q4: 41,486 shares; 2025Q1: 45,701 shares; 2025Q2: 46,195 shares; 2025Q3: 47,112 shares; 2025Q4: 44,766 shares 44,766 $9.09M 0.25% -2,346 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: 14,791 shares; 2024Q4: 14,432 shares; 2025Q1: 14,400 shares; 2025Q2: 14,215 shares; 2025Q3: 14,210 shares; 2025Q4: 14,423 shares 14,423 $9.05M 0.25% +213 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,432 shares; 2025Q1: 13,591 shares; 2025Q2: 35,487 shares; 2025Q3: 107,302 shares; 2025Q4: 177,766 shares 177,766 $9.03M 0.25% +70,464 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: 78,082 shares; 2024Q4: 75,566 shares; 2025Q1: 73,993 shares; 2025Q2: 73,948 shares; 2025Q3: 75,002 shares; 2025Q4: 76,744 shares 76,744 $9M 0.25% +1,742 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: 40,844 shares; 2024Q4: 40,197 shares; 2025Q1: 35,394 shares; 2025Q2: 34,084 shares; 2025Q3: 34,812 shares; 2025Q4: 36,620 shares 36,620 $8.83M 0.24% +1,808 Timeline DFAI 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: 87,067 shares; 2024Q4: 90,872 shares; 2025Q1: 145,222 shares; 2025Q2: 177,394 shares; 2025Q3: 203,657 shares; 2025Q4: 228,672 shares 228,672 $8.71M 0.24% +25,015 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,110 shares; 2024Q4: 44,510 shares; 2025Q1: 56,222 shares; 2025Q2: 79,481 shares; 2025Q3: 96,883 shares; 2025Q4: 96,362 shares 96,362 $8.62M 0.24% -521 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,043 shares; 2024Q4: 55,765 shares; 2025Q1: 76,670 shares; 2025Q2: 107,757 shares; 2025Q3: 130,309 shares; 2025Q4: 127,091 shares 127,091 $8.54M 0.24% -3,218 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 133,894 shares; 2024Q4: 125,400 shares; 2025Q1: 121,523 shares; 2025Q2: 116,130 shares; 2025Q3: 112,190 shares; 2025Q4: 106,743 shares 106,743 $8.48M 0.23% -5,447 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,779 shares; 2024Q4: 45,769 shares; 2025Q1: 51,243 shares; 2025Q2: 55,334 shares; 2025Q3: 68,661 shares; 2025Q4: 67,844 shares 67,844 $8.15M 0.23% -817 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: 279,973 shares; 2024Q4: 265,435 shares; 2025Q1: 222,572 shares; 2025Q2: 208,944 shares; 2025Q3: 207,463 shares; 2025Q4: 199,600 shares 199,600 $8.13M 0.22% -7,863 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: 3,189 shares; 2024Q4: 3,956 shares; 2025Q1: 42,956 shares; 2025Q2: 42,966 shares; 2025Q3: 43,312 shares; 2025Q4: 43,385 shares 43,385 $8.05M 0.22% +73 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,148 shares; 2024Q4: 38,671 shares; 2025Q1: 39,181 shares; 2025Q2: 34,366 shares; 2025Q3: 33,321 shares; 2025Q4: 31,068 shares 31,068 $8.01M 0.22% -2,253 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: 28,239 shares; 2024Q4: 29,612 shares; 2025Q1: 26,370 shares; 2025Q2: 25,908 shares; 2025Q3: 25,801 shares; 2025Q4: 26,131 shares 26,131 $7.99M 0.22% +330 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: 20,052 shares; 2024Q4: 21,220 shares; 2025Q1: 23,500 shares; 2025Q2: 23,508 shares; 2025Q3: 23,615 shares; 2025Q4: 23,593 shares 23,593 $7.91M 0.22% -22 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: 12,174 shares; 2024Q4: 11,437 shares; 2025Q1: 11,148 shares; 2025Q2: 10,762 shares; 2025Q3: 10,613 shares; 2025Q4: 50,405 shares 50,405 $7.72M 0.21% +39,792 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,554 shares; 2024Q4: 73,482 shares; 2025Q1: 82,749 shares; 2025Q2: 93,642 shares; 2025Q3: 118,334 shares; 2025Q4: 123,451 shares 123,451 $7.71M 0.21% +5,117 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: 119,791 shares; 2024Q4: 113,857 shares; 2025Q1: 102,805 shares; 2025Q2: 100,510 shares; 2025Q3: 100,235 shares; 2025Q4: 99,730 shares 99,730 $7.68M 0.21% -505 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,805 shares; 2024Q4: 69,488 shares; 2025Q1: 73,713 shares; 2025Q2: 86,722 shares; 2025Q3: 96,485 shares; 2025Q4: 105,271 shares 105,271 $7.36M 0.2% +8,786 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,802 shares; 2024Q4: 2,052 shares; 2025Q1: 2,526 shares; 2025Q2: 3,392 shares; 2025Q3: 4,454 shares; 2025Q4: 73,398 shares 73,398 $6.88M 0.19% +68,944 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: 63,116 shares; 2024Q4: 80,959 shares; 2025Q1: 85,652 shares; 2025Q2: 87,099 shares; 2025Q3: 83,407 shares; 2025Q4: 68,846 shares 68,846 $6.73M 0.19% -14,561 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,201 shares; 2024Q4: 8,211 shares; 2025Q1: 26,818 shares; 2025Q2: 44,968 shares; 2025Q3: 99,462 shares; 2025Q4: 98,143 shares 98,143 $6.48M 0.18% -1,319 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 331,050 shares; 2024Q4: 308,896 shares; 2025Q1: 287,622 shares; 2025Q2: 289,466 shares; 2025Q3: 268,419 shares; 2025Q4: 227,255 shares 227,255 $6.37M 0.18% -41,164 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: 18,209 shares; 2024Q4: 21,846 shares; 2025Q1: 22,886 shares; 2025Q2: 26,122 shares; 2025Q3: 28,551 shares; 2025Q4: 27,603 shares 27,603 $6.29M 0.17% -948 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,562 shares; 2025Q2: 9,090 shares; 2025Q3: 19,612 shares; 2025Q4: 32,663 shares 32,663 $5.81M 0.16% +13,051 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,330 shares; 2024Q4: 15,250 shares; 2025Q1: 15,250 shares; 2025Q2: 15,250 shares; 2025Q3: 15,250 shares; 2025Q4: 15,250 shares 15,250 $5.69M 0.16% 0 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,766 shares; 2024Q4: 28,400 shares; 2025Q1: 26,821 shares; 2025Q2: 24,748 shares; 2025Q3: 21,462 shares; 2025Q4: 19,079 shares 19,079 $5.65M 0.16% -2,383 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,851 shares; 2024Q4: 2,833 shares; 2025Q1: 2,762 shares; 2025Q2: 2,658 shares; 2025Q3: 2,602 shares; 2025Q4: 2,592 shares 2,592 $5.57M 0.15% -10 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 115,175 shares; 2024Q4: 111,753 shares; 2025Q1: 106,307 shares; 2025Q2: 101,752 shares; 2025Q3: 99,634 shares; 2025Q4: 94,469 shares 94,469 $5.52M 0.15% -5,165 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: 100,966 shares; 2024Q4: 91,936 shares; 2025Q1: 88,937 shares; 2025Q2: 65,687 shares; 2025Q3: 57,101 shares; 2025Q4: 54,949 shares 54,949 $5.28M 0.15% -2,152 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,222 shares; 2024Q4: 10,907 shares; 2025Q1: 13,533 shares; 2025Q2: 17,900 shares; 2025Q3: 19,612 shares; 2025Q4: 21,640 shares 21,640 $5.26M 0.15% +2,028 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: 34,983 shares; 2024Q4: 36,065 shares; 2025Q1: 37,120 shares; 2025Q2: 32,461 shares; 2025Q3: 34,414 shares; 2025Q4: 33,459 shares 33,459 $5.16M 0.14% -955 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,029 shares; 2024Q4: 34,957 shares; 2025Q1: 33,327 shares; 2025Q2: 29,722 shares; 2025Q3: 27,882 shares; 2025Q4: 25,334 shares 25,334 $5.1M 0.14% -2,548 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: 142,762 shares; 2024Q4: 150,864 shares; 2025Q1: 127,952 shares; 2025Q2: 98,308 shares; 2025Q3: 100,095 shares; 2025Q4: 80,026 shares 80,026 $5.1M 0.14% -20,069 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,470 shares; 2024Q4: 8,059 shares; 2025Q1: 7,552 shares; 2025Q2: 20,939 shares; 2025Q3: 22,180 shares; 2025Q4: 20,794 shares 20,794 $5.04M 0.14% -1,386 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: not reported; 2024Q4: 13,965 shares; 2025Q1: 41,684 shares; 2025Q2: 46,648 shares; 2025Q3: 49,466 shares; 2025Q4: 109,416 shares 109,416 $4.96M 0.14% +59,950 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: 8,440 shares; 2024Q4: 8,546 shares; 2025Q1: 8,649 shares; 2025Q2: 8,449 shares; 2025Q3: 8,443 shares; 2025Q4: 8,433 shares 8,433 $4.81M 0.13% -10 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: 157,038 shares; 2024Q4: 152,493 shares; 2025Q1: 145,106 shares; 2025Q2: 126,455 shares; 2025Q3: 108,821 shares; 2025Q4: 86,498 shares 86,498 $4.66M 0.13% -22,323 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,731 shares; 2024Q4: 17,682 shares; 2025Q1: 17,339 shares; 2025Q2: 17,074 shares; 2025Q3: 16,874 shares; 2025Q4: 16,916 shares 16,916 $4.62M 0.13% +42 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: 28,431 shares; 2024Q4: 31,436 shares; 2025Q1: 29,489 shares; 2025Q2: 26,695 shares; 2025Q3: 26,320 shares; 2025Q4: 16,748 shares 16,748 $4.61M 0.13% -9,572 Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,627 shares; 2024Q4: 97,641 shares; 2025Q1: 95,598 shares; 2025Q2: 88,850 shares; 2025Q3: 88,101 shares; 2025Q4: 87,377 shares 87,377 $4.58M 0.13% -724 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,519 shares; 2024Q4: 2,771 shares; 2025Q1: 5,770 shares; 2025Q2: 8,688 shares; 2025Q3: 9,583 shares; 2025Q4: 12,861 shares 12,861 $4.54M 0.13% +3,278 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,586 shares; 2024Q4: 30,055 shares; 2025Q1: 29,417 shares; 2025Q2: 29,443 shares; 2025Q3: 29,531 shares; 2025Q4: 27,706 shares 27,706 $4.49M 0.12% -1,825 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,485 shares; 2024Q4: 7,467 shares; 2025Q1: 6,967 shares; 2025Q2: 8,279 shares; 2025Q3: 9,172 shares; 2025Q4: 10,502 shares 10,502 $4.43M 0.12% +1,330 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: 22,620 shares; 2024Q4: 24,458 shares; 2025Q1: 23,578 shares; 2025Q2: 23,513 shares; 2025Q3: 23,748 shares; 2025Q4: 27,193 shares 27,193 $4.36M 0.12% +3,445 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: 4,417 shares; 2024Q4: 5,006 shares; 2025Q1: 5,006 shares; 2025Q2: 5,620 shares; 2025Q3: 6,203 shares; 2025Q4: 6,318 shares 6,318 $4.33M 0.12% +115 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: 14,678 shares; 2024Q4: 14,600 shares; 2025Q1: 19,306 shares; 2025Q2: 18,786 shares; 2025Q3: 18,820 shares; 2025Q4: 19,864 shares 19,864 $4.31M 0.12% +1,044 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: 13,304 shares; 2024Q4: 13,261 shares; 2025Q1: 15,003 shares; 2025Q2: 15,686 shares; 2025Q3: 15,144 shares; 2025Q4: 16,673 shares 16,673 $4.29M 0.12% +1,529 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: 19,464 shares; 2024Q4: 17,939 shares; 2025Q1: 16,483 shares; 2025Q2: 17,408 shares; 2025Q3: 19,233 shares; 2025Q4: 20,217 shares 20,217 $4.29M 0.12% +984 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,743 shares; 2024Q4: 10,793 shares; 2025Q1: 11,172 shares; 2025Q2: 11,539 shares; 2025Q3: 22,373 shares; 2025Q4: 22,340 shares 22,340 $4.27M 0.12% -33 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: 5,483 shares; 2024Q4: 5,969 shares; 2025Q1: 5,836 shares; 2025Q2: 6,449 shares; 2025Q3: 6,613 shares; 2025Q4: 6,858 shares 6,858 $4.21M 0.12% +245 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: 57,349 shares; 2024Q4: 57,337 shares; 2025Q1: 62,244 shares; 2025Q2: 61,782 shares; 2025Q3: 61,757 shares; 2025Q4: 61,757 shares 61,757 $4.21M 0.12% 0 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: 10,893 shares; 2024Q4: 21,860 shares; 2025Q1: 20,923 shares; 2025Q2: 22,469 shares; 2025Q3: 21,851 shares; 2025Q4: 21,847 shares 21,847 $4.02M 0.11% -4 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: 17,031 shares; 2024Q4: 17,854 shares; 2025Q1: 17,286 shares; 2025Q2: 18,479 shares; 2025Q3: 19,234 shares; 2025Q4: 19,161 shares 19,161 $4M 0.11% -73 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: 17,074 shares; 2024Q4: 16,354 shares; 2025Q1: 15,601 shares; 2025Q2: 15,703 shares; 2025Q3: 15,856 shares; 2025Q4: 16,703 shares 16,703 $3.82M 0.11% +847 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,599 shares; 2024Q4: 17,514 shares; 2025Q1: 15,419 shares; 2025Q2: 15,754 shares; 2025Q3: 15,369 shares; 2025Q4: 15,084 shares 15,084 $3.79M 0.1% -285 Timeline DFAS 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: 16,625 shares; 2024Q4: 17,120 shares; 2025Q1: 35,831 shares; 2025Q2: 42,236 shares; 2025Q3: 46,072 shares; 2025Q4: 53,756 shares 53,756 $3.75M 0.1% +7,684 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,614 shares; 2024Q4: 52,614 shares; 2025Q1: 51,411 shares; 2025Q2: 48,739 shares; 2025Q3: 48,739 shares; 2025Q4: 47,277 shares 47,277 $3.74M 0.1% -1,462 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,947 shares; 2024Q4: 4,922 shares; 2025Q1: 4,702 shares; 2025Q2: 4,865 shares; 2025Q3: 4,822 shares; 2025Q4: 4,812 shares 4,812 $3.71M 0.1% -10 Timeline BIP BROOKFIELD INFRASTRUCTURE PA More: the full row for BROOKFIELD INFRASTRUCTURE PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113,043 shares; 2024Q4: 112,573 shares; 2025Q1: 108,737 shares; 2025Q2: 108,424 shares; 2025Q3: 106,424 shares; 2025Q4: 106,424 shares 106,424 $3.7M 0.1% 0 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,215 shares; 2024Q4: 77,188 shares; 2025Q1: 75,365 shares; 2025Q2: 75,245 shares; 2025Q3: 73,586 shares; 2025Q4: 73,358 shares 73,358 $3.67M 0.1% -228 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: 3,095 shares; 2024Q4: 4,661 shares; 2025Q1: 3,578 shares; 2025Q2: 10,948 shares; 2025Q3: 25,911 shares; 2025Q4: 36,594 shares 36,594 $3.66M 0.1% +10,683 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,692 shares; 2024Q4: 6,122 shares; 2025Q1: 5,932 shares; 2025Q2: 6,040 shares; 2025Q3: 5,988 shares; 2025Q4: 5,882 shares 5,882 $3.56M 0.1% -106 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 370,451 shares; 2024Q4: 361,455 shares; 2025Q1: 293,624 shares; 2025Q2: 194,094 shares; 2025Q3: 140,697 shares; 2025Q4: 115,964 shares 115,964 $3.47M 0.1% -24,733 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: 5,410 shares; 2024Q4: 5,407 shares; 2025Q1: 5,638 shares; 2025Q2: 5,858 shares; 2025Q3: 5,345 shares; 2025Q4: 6,440 shares 6,440 $3.37M 0.09% +1,095 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,621 shares; 2024Q4: 21,899 shares; 2025Q1: 18,000 shares; 2025Q2: 12,887 shares; 2025Q3: 11,979 shares; 2025Q4: 11,528 shares 11,528 $3.33M 0.09% -451 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,473 shares; 2025Q2: 17,854 shares; 2025Q3: 20,731 shares; 2025Q4: 25,287 shares 25,287 $3.22M 0.09% +4,556 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: 279,591 shares; 2024Q4: 211,468 shares; 2025Q1: 151,520 shares; 2025Q2: 132,294 shares; 2025Q3: 87,649 shares; 2025Q4: 84,864 shares 84,864 $3.13M 0.09% -2,785 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,251 shares; 2024Q4: 40,518 shares; 2025Q1: 39,386 shares; 2025Q2: 41,154 shares; 2025Q3: 42,003 shares; 2025Q4: 41,748 shares 41,748 $3.07M 0.08% -255 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: 33,512 shares; 2024Q4: 47,065 shares; 2025Q1: 40,250 shares; 2025Q2: 35,753 shares; 2025Q3: 34,208 shares; 2025Q4: 32,060 shares 32,060 $3M 0.08% -2,148 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: 4,721 shares; 2024Q4: 5,006 shares; 2025Q1: 5,725 shares; 2025Q2: 5,932 shares; 2025Q3: 6,333 shares; 2025Q4: 9,421 shares 9,421 $3M 0.08% +3,088 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,843 shares; 2024Q4: 95,512 shares; 2025Q1: 94,754 shares; 2025Q2: 79,937 shares; 2025Q3: 69,584 shares; 2025Q4: 29,977 shares 29,977 $2.97M 0.08% -39,607 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: 5,691 shares; 2024Q4: 5,998 shares; 2025Q1: 5,763 shares; 2025Q2: 6,002 shares; 2025Q3: 6,003 shares; 2025Q4: 6,128 shares 6,128 $2.85M 0.08% +125 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 456 shares; 2024Q4: 770 shares; 2025Q1: 1,107 shares; 2025Q2: 1,317 shares; 2025Q3: 1,303 shares; 2025Q4: 1,373 shares 1,373 $2.77M 0.08% +70 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: 14,330 shares; 2024Q4: 17,211 shares; 2025Q1: 21,180 shares; 2025Q2: 22,476 shares; 2025Q3: 24,374 shares; 2025Q4: 29,633 shares 29,633 $2.76M 0.08% +5,259 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: 8,907 shares; 2024Q4: 12,067 shares; 2025Q1: 13,344 shares; 2025Q2: 14,259 shares; 2025Q3: 14,024 shares; 2025Q4: 15,287 shares 15,287 $2.71M 0.07% +1,263 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: 81,466 shares; 2024Q4: 98,620 shares; 2025Q1: 99,777 shares; 2025Q2: 111,721 shares; 2025Q3: 111,716 shares; 2025Q4: 105,994 shares 105,994 $2.63M 0.07% -5,722 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: 39,307 shares; 2024Q4: 36,405 shares; 2025Q1: 39,869 shares; 2025Q2: 42,529 shares; 2025Q3: 44,299 shares; 2025Q4: 45,083 shares 45,083 $2.6M 0.07% +784 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: 209,149 shares; 2024Q4: 113,261 shares; 2025Q1: 106,790 shares; 2025Q2: 87,554 shares; 2025Q3: 82,977 shares; 2025Q4: 66,960 shares 66,960 $2.57M 0.07% -16,017 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,912 shares; 2024Q4: 8,898 shares; 2025Q1: 8,889 shares; 2025Q2: 8,889 shares; 2025Q3: 8,864 shares; 2025Q4: 8,805 shares 8,805 $2.54M 0.07% -59 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: 11,454 shares; 2024Q4: 14,176 shares; 2025Q1: 15,967 shares; 2025Q2: 15,356 shares; 2025Q3: 18,133 shares; 2025Q4: 21,617 shares 21,617 $2.52M 0.07% +3,484 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,194 shares; 2024Q4: 3,226 shares; 2025Q1: 3,802 shares; 2025Q2: 3,067 shares; 2025Q3: 3,273 shares; 2025Q4: 3,115 shares 3,115 $2.52M 0.07% -158 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,826 shares; 2024Q4: 9,826 shares; 2025Q1: 9,117 shares; 2025Q2: 9,342 shares; 2025Q3: 11,253 shares; 2025Q4: 13,276 shares 13,276 $2.46M 0.07% +2,023 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: 3,995 shares; 2024Q4: 3,995 shares; 2025Q1: 3,977 shares; 2025Q2: 5,029 shares; 2025Q3: 5,085 shares; 2025Q4: 4,960 shares 4,960 $2.35M 0.06% -125 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,020 shares; 2024Q4: 43,453 shares; 2025Q1: 42,808 shares; 2025Q2: 41,035 shares; 2025Q3: 41,235 shares; 2025Q4: 41,235 shares 41,235 $2.32M 0.06% 0 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 633 shares; 2024Q4: 930 shares; 2025Q1: 1,880 shares; 2025Q2: 2,148 shares; 2025Q3: 3,252 shares; 2025Q4: 4,007 shares 4,007 $2.27M 0.06% +755 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: 8,544 shares; 2024Q4: 8,762 shares; 2025Q1: 7,931 shares; 2025Q2: 8,753 shares; 2025Q3: 8,753 shares; 2025Q4: 8,675 shares 8,675 $2.23M 0.06% -78 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: 31,794 shares; 2024Q4: 31,947 shares; 2025Q1: 31,733 shares; 2025Q2: 35,507 shares; 2025Q3: 36,831 shares; 2025Q4: 37,056 shares 37,056 $2.23M 0.06% +225 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: 18,125 shares; 2024Q4: 17,822 shares; 2025Q1: 16,769 shares; 2025Q2: 17,475 shares; 2025Q3: 17,612 shares; 2025Q4: 18,044 shares 18,044 $2.21M 0.06% +432 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,433 shares; 2024Q4: 24,418 shares; 2025Q1: 24,855 shares; 2025Q2: 21,090 shares; 2025Q3: 22,472 shares; 2025Q4: 22,472 shares 22,472 $2.16M 0.06% 0 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,672 shares; 2024Q4: 8,672 shares; 2025Q1: 8,672 shares; 2025Q2: 10,033 shares; 2025Q3: 10,222 shares; 2025Q4: 10,222 shares 10,222 $2.15M 0.06% 0 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,320 shares; 2024Q4: 33,748 shares; 2025Q1: 33,188 shares; 2025Q2: 27,141 shares; 2025Q3: 37,437 shares; 2025Q4: 39,137 shares 39,137 $2.11M 0.06% +1,700 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: 12,022 shares; 2024Q4: 14,623 shares; 2025Q1: 13,522 shares; 2025Q2: 11,307 shares; 2025Q3: 11,913 shares; 2025Q4: 12,010 shares 12,010 $2.08M 0.06% +97 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,848 shares; 2024Q4: 17,951 shares; 2025Q1: 20,903 shares; 2025Q2: 21,628 shares; 2025Q3: 22,588 shares; 2025Q4: 34,141 shares 34,141 $2M 0.06% +11,553 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: 15,472 shares; 2024Q4: 15,966 shares; 2025Q1: 15,118 shares; 2025Q2: 15,218 shares; 2025Q3: 16,058 shares; 2025Q4: 17,077 shares 17,077 $1.98M 0.05% +1,019 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,128 shares; 2024Q4: 19,605 shares; 2025Q1: 18,041 shares; 2025Q2: 18,475 shares; 2025Q3: 19,398 shares; 2025Q4: 20,784 shares 20,784 $1.91M 0.05% +1,386 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: 4,104 shares; 2024Q4: 5,341 shares; 2025Q1: 5,605 shares; 2025Q2: 7,677 shares; 2025Q3: 8,446 shares; 2025Q4: 8,373 shares 8,373 $1.84M 0.05% -73 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,226 shares; 2024Q4: 7,132 shares; 2025Q1: 7,132 shares; 2025Q2: 8,458 shares; 2025Q3: 8,458 shares; 2025Q4: 8,458 shares 8,458 $1.84M 0.05% 0 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,920 shares; 2024Q4: 42,109 shares; 2025Q1: 46,747 shares; 2025Q2: 54,956 shares; 2025Q3: 53,686 shares; 2025Q4: 51,810 shares 51,810 $1.8M 0.05% -1,876 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: 15,867 shares; 2024Q4: 15,114 shares; 2025Q1: 12,264 shares; 2025Q2: 12,264 shares; 2025Q3: 12,983 shares; 2025Q4: 16,078 shares 16,078 $1.77M 0.05% +3,095 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,543 shares; 2024Q4: 24,950 shares; 2025Q1: 26,217 shares; 2025Q2: 25,067 shares; 2025Q3: 24,942 shares; 2025Q4: 23,542 shares 23,542 $1.73M 0.05% -1,400 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: 2,710 shares; 2024Q4: 5,213 shares; 2025Q1: 5,190 shares; 2025Q2: 5,470 shares; 2025Q3: 6,680 shares; 2025Q4: 5,840 shares 5,840 $1.69M 0.05% -840 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,733 shares; 2024Q4: 45,396 shares; 2025Q1: 29,119 shares; 2025Q2: 24,888 shares; 2025Q3: 21,823 shares; 2025Q4: 21,135 shares 21,135 $1.68M 0.05% -688 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,245 shares; 2024Q4: 11,840 shares; 2025Q1: 10,901 shares; 2025Q2: 11,431 shares; 2025Q3: 11,081 shares; 2025Q4: 12,073 shares 12,073 $1.66M 0.05% +992 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 214,215 shares; 2024Q4: 163,140 shares; 2025Q1: 145,458 shares; 2025Q2: 122,670 shares; 2025Q3: 96,072 shares; 2025Q4: 71,032 shares 71,032 $1.66M 0.05% -25,040 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: 77,189 shares; 2024Q4: 69,557 shares; 2025Q1: 68,376 shares; 2025Q2: 67,470 shares; 2025Q3: 67,821 shares; 2025Q4: 65,872 shares 65,872 $1.64M 0.05% -1,949 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,831 shares; 2024Q4: 46,518 shares; 2025Q1: 44,241 shares; 2025Q2: 44,241 shares; 2025Q3: 44,241 shares; 2025Q4: 45,000 shares 45,000 $1.63M 0.05% +759 Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,642 shares; 2024Q4: 10,972 shares; 2025Q1: 10,499 shares; 2025Q2: 10,093 shares; 2025Q3: 10,334 shares; 2025Q4: 11,214 shares 11,214 $1.6M 0.04% +880 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,127 shares; 2025Q2: 17,870 shares; 2025Q3: 23,538 shares; 2025Q4: 31,981 shares 31,981 $1.59M 0.04% +8,443 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,304 shares; 2024Q4: 17,304 shares; 2025Q1: 17,304 shares; 2025Q2: 19,719 shares; 2025Q3: 19,719 shares; 2025Q4: 19,508 shares 19,508 $1.58M 0.04% -211 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,780 shares; 2024Q4: 6,780 shares; 2025Q1: 7,033 shares; 2025Q2: 7,033 shares; 2025Q3: 8,020 shares; 2025Q4: 21,238 shares 21,238 $1.56M 0.04% +13,218 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,802 shares; 2024Q4: 9,802 shares; 2025Q1: 9,615 shares; 2025Q2: 9,615 shares; 2025Q3: 9,615 shares; 2025Q4: 9,644 shares 9,644 $1.55M 0.04% +29 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,593 shares; 2024Q4: 38,593 shares; 2025Q1: 38,593 shares; 2025Q2: 38,593 shares; 2025Q3: 38,593 shares; 2025Q4: 38,593 shares 38,593 $1.53M 0.04% 0 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: 5,602 shares; 2024Q4: 6,911 shares; 2025Q1: 6,195 shares; 2025Q2: 5,772 shares; 2025Q3: 6,103 shares; 2025Q4: 6,584 shares 6,584 $1.52M 0.04% +481 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: 12,007 shares; 2024Q4: 11,852 shares; 2025Q1: 9,597 shares; 2025Q2: 9,599 shares; 2025Q3: 9,797 shares; 2025Q4: 9,797 shares 9,797 $1.52M 0.04% 0 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: 4 shares; 2024Q4: 4 shares; 2025Q1: 3 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares 2 $1.51M 0.04% 0 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,016 shares; 2024Q4: 11,926 shares; 2025Q1: 11,900 shares; 2025Q2: 10,729 shares; 2025Q3: 10,729 shares; 2025Q4: 10,729 shares 10,729 $1.49M 0.04% 0 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,958 shares; 2025Q3: 4,833 shares; 2025Q4: 6,310 shares 6,310 $1.43M 0.04% +1,477 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,953 shares; 2025Q2: 10,199 shares; 2025Q3: 11,989 shares; 2025Q4: 14,917 shares 14,917 $1.42M 0.04% +2,928 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,162 shares; 2024Q4: 1,168 shares; 2025Q1: 1,168 shares; 2025Q2: 2,455 shares; 2025Q3: 4,662 shares; 2025Q4: 6,603 shares 6,603 $1.42M 0.04% +1,941 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,209 shares; 2024Q4: 16,356 shares; 2025Q1: 27,300 shares; 2025Q2: 24,257 shares; 2025Q3: 16,233 shares; 2025Q4: 10,208 shares 10,208 $1.41M 0.04% -6,025 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,123 shares; 2024Q4: 18,548 shares; 2025Q1: 18,703 shares; 2025Q2: 17,930 shares; 2025Q3: 17,790 shares; 2025Q4: 17,327 shares 17,327 $1.4M 0.04% -463 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,460 shares; 2024Q4: 6,707 shares; 2025Q1: 6,581 shares; 2025Q2: 5,581 shares; 2025Q3: 5,557 shares; 2025Q4: 5,557 shares 5,557 $1.37M 0.04% 0 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,319 shares; 2024Q4: 19,538 shares; 2025Q1: 19,597 shares; 2025Q2: 19,597 shares; 2025Q3: 19,104 shares; 2025Q4: 18,515 shares 18,515 $1.37M 0.04% -589 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,392 shares; 2024Q4: 26,963 shares; 2025Q1: 26,191 shares; 2025Q2: 20,538 shares; 2025Q3: 18,741 shares; 2025Q4: 16,742 shares 16,742 $1.35M 0.04% -1,999 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,837 shares; 2025Q3: 3,322 shares; 2025Q4: 6,481 shares 6,481 $1.33M 0.04% +3,159 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: 6,896 shares; 2024Q4: 7,005 shares; 2025Q1: 6,905 shares; 2025Q2: 10,669 shares; 2025Q3: 10,961 shares; 2025Q4: 10,611 shares 10,611 $1.31M 0.04% -350 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,193 shares; 2024Q4: 5,508 shares; 2025Q1: 5,422 shares; 2025Q2: 5,292 shares; 2025Q3: 5,102 shares; 2025Q4: 4,468 shares 4,468 $1.3M 0.04% -634 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,782 shares; 2024Q4: 8,708 shares; 2025Q1: 7,728 shares; 2025Q2: 6,513 shares; 2025Q3: 6,665 shares; 2025Q4: 6,645 shares 6,645 $1.29M 0.04% -20 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: 25,779 shares; 2024Q4: 24,674 shares; 2025Q1: 23,912 shares; 2025Q2: 23,790 shares; 2025Q3: 23,451 shares; 2025Q4: 23,893 shares 23,893 $1.26M 0.03% +442 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 128,288 shares; 2024Q4: 115,203 shares; 2025Q1: 90,465 shares; 2025Q2: 71,056 shares; 2025Q3: 68,580 shares; 2025Q4: 50,496 shares 50,496 $1.22M 0.03% -18,084 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: 18,525 shares; 2024Q4: 17,393 shares; 2025Q1: 16,648 shares; 2025Q2: 15,139 shares; 2025Q3: 15,139 shares; 2025Q4: 11,863 shares 11,863 $1.2M 0.03% -3,276 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,088 shares; 2024Q4: 1,037 shares; 2025Q1: 1,037 shares; 2025Q2: 1,037 shares; 2025Q3: 1,192 shares; 2025Q4: 1,737 shares 1,737 $1.18M 0.03% +545 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,447 shares; 2024Q4: 2,112 shares; 2025Q1: 2,110 shares; 2025Q2: 2,133 shares; 2025Q3: 1,960 shares; 2025Q4: 1,935 shares 1,935 $1.17M 0.03% -25 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: 6,869 shares; 2024Q4: 6,839 shares; 2025Q1: 5,889 shares; 2025Q2: 8,497 shares; 2025Q3: 8,765 shares; 2025Q4: 8,942 shares 8,942 $1.15M 0.03% +177 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,194 shares; 2024Q4: 14,844 shares; 2025Q1: 14,810 shares; 2025Q2: 14,843 shares; 2025Q3: 14,810 shares; 2025Q4: 14,810 shares 14,810 $1.15M 0.03% 0 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,077 shares; 2024Q4: 2,077 shares; 2025Q1: 2,077 shares; 2025Q2: 2,218 shares; 2025Q3: 2,218 shares; 2025Q4: 2,205 shares 2,205 $1.06M 0.03% -13 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,626 shares; 2025Q3: 2,626 shares; 2025Q4: 3,366 shares 3,366 $1.05M 0.03% +740 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,153 shares; 2025Q4: 27,951 shares 27,951 $1.05M 0.03% +7,798 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,919 shares; 2024Q4: 9,069 shares; 2025Q1: 8,578 shares; 2025Q2: 8,590 shares; 2025Q3: 8,590 shares; 2025Q4: 8,451 shares 8,451 $1.04M 0.03% -139 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: 5,483 shares; 2024Q4: 5,353 shares; 2025Q1: 4,846 shares; 2025Q2: 4,846 shares; 2025Q3: 4,846 shares; 2025Q4: 4,971 shares 4,971 $1.03M 0.03% +125 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,723 shares; 2025Q3: 4,828 shares; 2025Q4: 6,690 shares 6,690 $1.01M 0.03% +1,862 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: 1,836 shares; 2024Q4: 1,935 shares; 2025Q1: 1,565 shares; 2025Q2: 1,619 shares; 2025Q3: 1,657 shares; 2025Q4: 1,729 shares 1,729 $1M 0.03% +72 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,628 shares; 2024Q4: 6,485 shares; 2025Q1: 6,910 shares; 2025Q2: 6,527 shares; 2025Q3: 6,755 shares; 2025Q4: 7,578 shares 7,578 $989K 0.03% +823 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,826 shares; 2024Q4: 2,889 shares; 2025Q1: 2,657 shares; 2025Q2: 2,219 shares; 2025Q3: 2,210 shares; 2025Q4: 1,978 shares 1,978 $970K 0.03% -232 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,624 shares; 2024Q4: 4,902 shares; 2025Q1: 4,633 shares; 2025Q2: 5,079 shares; 2025Q3: 6,185 shares; 2025Q4: 7,353 shares 7,353 $939K 0.03% +1,168 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,250 shares; 2024Q4: 23,300 shares; 2025Q1: 23,341 shares; 2025Q2: 25,285 shares; 2025Q3: 24,520 shares; 2025Q4: 25,260 shares 25,260 $935K 0.03% +740 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: 5,465 shares; 2024Q4: 5,581 shares; 2025Q1: 5,581 shares; 2025Q2: 5,581 shares; 2025Q3: 5,600 shares; 2025Q4: 5,675 shares 5,675 $924K 0.03% +75 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: 10,680 shares; 2024Q4: 10,380 shares; 2025Q1: 10,550 shares; 2025Q2: 10,082 shares; 2025Q3: 10,192 shares; 2025Q4: 20,624 shares 20,624 $922K 0.03% +10,432 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,993 shares; 2024Q4: 15,568 shares; 2025Q1: 17,026 shares; 2025Q2: 32,790 shares; 2025Q3: 32,326 shares; 2025Q4: 17,905 shares 17,905 $911K 0.03% -14,421 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: 24,574 shares; 2024Q4: 20,016 shares; 2025Q1: 16,796 shares; 2025Q2: 12,398 shares; 2025Q3: 11,208 shares; 2025Q4: 10,239 shares 10,239 $906K 0.03% -969 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,835 shares; 2024Q4: 3,926 shares; 2025Q1: 3,722 shares; 2025Q2: 3,667 shares; 2025Q3: 3,667 shares; 2025Q4: 3,651 shares 3,651 $902K 0.02% -16 Timeline SPBO 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: 30,000 shares; 2024Q4: 30,000 shares; 2025Q1: 30,000 shares; 2025Q2: 30,000 shares; 2025Q3: 30,000 shares; 2025Q4: 30,000 shares 30,000 $880K 0.02% 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: 5,683 shares; 2024Q4: 22,449 shares; 2025Q1: 30,199 shares; 2025Q2: 30,199 shares; 2025Q3: 32,405 shares; 2025Q4: 31,801 shares 31,801 $872K 0.02% -604 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: 11,084 shares; 2024Q4: 11,469 shares; 2025Q1: 10,163 shares; 2025Q2: 10,163 shares; 2025Q3: 10,063 shares; 2025Q4: 9,872 shares 9,872 $862K 0.02% -191 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,675 shares; 2025Q3: 10,510 shares; 2025Q4: 10,664 shares 10,664 $853K 0.02% +154 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: 13,288 shares; 2024Q4: 12,689 shares; 2025Q1: 12,561 shares; 2025Q2: 12,636 shares; 2025Q3: 12,561 shares; 2025Q4: 12,517 shares 12,517 $839K 0.02% -44 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: 5,824 shares; 2024Q4: 6,891 shares; 2025Q1: 5,351 shares; 2025Q2: 5,146 shares; 2025Q3: 5,294 shares; 2025Q4: 5,209 shares 5,209 $834K 0.02% -85 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,031 shares; 2025Q4: 3,941 shares 3,941 $819K 0.02% -90 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,367 shares; 2024Q4: 1,782 shares; 2025Q1: 1,520 shares; 2025Q2: 1,370 shares; 2025Q3: 1,917 shares; 2025Q4: 2,789 shares 2,789 $819K 0.02% +872 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,682 shares; 2024Q4: 1,266 shares; 2025Q1: 1,256 shares; 2025Q2: 1,189 shares; 2025Q3: 1,184 shares; 2025Q4: 2,310 shares 2,310 $810K 0.02% +1,126 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,274 shares; 2024Q4: 5,693 shares; 2025Q1: 5,346 shares; 2025Q2: 5,041 shares; 2025Q3: 3,739 shares; 2025Q4: 3,624 shares 3,624 $795K 0.02% -115 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 515 shares; 2025Q1: 515 shares; 2025Q2: 711 shares; 2025Q3: 941 shares; 2025Q4: 1,014 shares 1,014 $764K 0.02% +73 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,247 shares 1,247 $763K 0.02% new Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,121 shares; 2024Q4: 13,821 shares; 2025Q1: 14,821 shares; 2025Q2: 10,071 shares; 2025Q3: 5,607 shares; 2025Q4: 5,165 shares 5,165 $757K 0.02% -442 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,522 shares; 2024Q4: 2,646 shares; 2025Q1: 2,811 shares; 2025Q2: 2,817 shares; 2025Q3: 2,811 shares; 2025Q4: 2,878 shares 2,878 $756K 0.02% +67 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: 18,468 shares; 2024Q4: 14,868 shares; 2025Q1: 13,369 shares; 2025Q2: 13,369 shares; 2025Q3: 13,969 shares; 2025Q4: 14,094 shares 14,094 $752K 0.02% +125 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: 8,189 shares; 2024Q4: 7,372 shares; 2025Q1: 7,276 shares; 2025Q2: 7,267 shares; 2025Q3: 8,678 shares; 2025Q4: 8,810 shares 8,810 $751K 0.02% +132 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: 18,397 shares; 2024Q4: 18,068 shares; 2025Q1: 19,824 shares; 2025Q2: 17,746 shares; 2025Q3: 16,420 shares; 2025Q4: 16,061 shares 16,061 $747K 0.02% -359 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: 4,509 shares; 2024Q4: 4,509 shares; 2025Q1: 4,932 shares; 2025Q2: 4,932 shares; 2025Q3: 4,932 shares; 2025Q4: 4,932 shares 4,932 $733K 0.02% 0 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,202 shares; 2025Q3: 3,970 shares; 2025Q4: 4,196 shares 4,196 $728K 0.02% +226 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,126 shares; 2025Q1: 10,626 shares; 2025Q2: 12,906 shares; 2025Q3: 13,246 shares; 2025Q4: 13,246 shares 13,246 $712K 0.02% 0 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,780 shares; 2024Q4: 1,780 shares; 2025Q1: 3,700 shares; 2025Q2: 3,700 shares; 2025Q3: 3,700 shares; 2025Q4: 3,700 shares 3,700 $696K 0.02% 0 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,195 shares; 2024Q4: 52,941 shares; 2025Q1: 48,983 shares; 2025Q2: 48,971 shares; 2025Q3: 49,891 shares; 2025Q4: 49,891 shares 49,891 $655K 0.02% 0 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,706 shares; 2024Q4: 5,523 shares; 2025Q1: 5,173 shares; 2025Q2: 5,920 shares; 2025Q3: 5,550 shares; 2025Q4: 5,652 shares 5,652 $652K 0.02% +102 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,913 shares; 2025Q2: 1,913 shares; 2025Q3: 1,913 shares; 2025Q4: 1,913 shares 1,913 $646K 0.02% 0 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: 2,710 shares; 2024Q4: 3,910 shares; 2025Q1: 4,610 shares; 2025Q2: 4,610 shares; 2025Q3: 4,546 shares; 2025Q4: 4,546 shares 4,546 $642K 0.02% 0 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,262 shares; 2025Q1: 22,792 shares; 2025Q2: 20,202 shares; 2025Q3: 20,844 shares; 2025Q4: 15,524 shares 15,524 $638K 0.02% -5,320 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: not reported; 2024Q4: 1,676 shares; 2025Q1: 2,476 shares; 2025Q2: 2,501 shares; 2025Q3: 2,500 shares; 2025Q4: 2,450 shares 2,450 $634K 0.02% -50 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: 2,423 shares; 2024Q4: 2,557 shares; 2025Q1: 2,097 shares; 2025Q2: 2,134 shares; 2025Q3: 2,134 shares; 2025Q4: 2,321 shares 2,321 $629K 0.02% +187 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,430 shares; 2024Q4: 6,430 shares; 2025Q1: 6,430 shares; 2025Q2: 6,430 shares; 2025Q3: 6,430 shares; 2025Q4: 6,430 shares 6,430 $623K 0.02% 0 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,984 shares; 2024Q4: 6,869 shares; 2025Q1: 6,869 shares; 2025Q2: 6,520 shares; 2025Q3: 6,520 shares; 2025Q4: 6,451 shares 6,451 $621K 0.02% -69 Timeline PGX INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 203,515 shares; 2024Q4: 199,155 shares; 2025Q1: 191,025 shares; 2025Q2: 102,385 shares; 2025Q3: 86,145 shares; 2025Q4: 55,145 shares 55,145 $620K 0.02% -31,000 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,908 shares 7,908 $616K 0.02% new Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,985 shares; 2025Q1: 13,985 shares; 2025Q2: 13,985 shares; 2025Q3: 13,985 shares; 2025Q4: 14,060 shares 14,060 $613K 0.02% +75 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,902 shares; 2024Q4: 3,519 shares; 2025Q1: 3,535 shares; 2025Q2: 3,343 shares; 2025Q3: 3,343 shares; 2025Q4: 3,399 shares 3,399 $612K 0.02% +56 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,351 shares; 2024Q4: 14,633 shares; 2025Q1: 12,736 shares; 2025Q2: 12,525 shares; 2025Q3: 12,005 shares; 2025Q4: 12,466 shares 12,466 $611K 0.02% +461 Timeline GFS GLOBALFOUNDRIES INC More: the full row for GLOBALFOUNDRIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,270 shares; 2024Q4: 9,470 shares; 2025Q1: 11,470 shares; 2025Q2: 18,660 shares; 2025Q3: 18,184 shares; 2025Q4: 17,434 shares 17,434 $609K 0.02% -750 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: 2,149 shares; 2024Q4: 2,196 shares; 2025Q1: 2,158 shares; 2025Q2: 2,158 shares; 2025Q3: 2,158 shares; 2025Q4: 2,068 shares 2,068 $600K 0.02% -90 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,120 shares; 2024Q4: 7,484 shares; 2025Q1: 7,105 shares; 2025Q2: 7,255 shares; 2025Q3: 7,515 shares; 2025Q4: 7,218 shares 7,218 $592K 0.02% -297 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: 4,363 shares; 2024Q4: 4,539 shares; 2025Q1: 10,075 shares; 2025Q2: 12,230 shares; 2025Q3: 18,392 shares; 2025Q4: 9,429 shares 9,429 $589K 0.02% -8,963 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,167 shares; 2024Q4: 4,255 shares; 2025Q1: 3,315 shares; 2025Q2: 2,685 shares; 2025Q3: 2,595 shares; 2025Q4: 2,580 shares 2,580 $582K 0.02% -15 Timeline DTD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,850 shares; 2024Q4: 6,850 shares; 2025Q1: 6,850 shares; 2025Q2: 6,850 shares; 2025Q3: 6,850 shares; 2025Q4: 6,850 shares 6,850 $581K 0.02% 0 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,587 shares; 2024Q4: 3,429 shares; 2025Q1: 3,429 shares; 2025Q2: 3,429 shares; 2025Q3: 3,429 shares; 2025Q4: 3,429 shares 3,429 $581K 0.02% 0 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: 3,774 shares; 2024Q4: 3,769 shares; 2025Q1: 3,699 shares; 2025Q2: 3,717 shares; 2025Q3: 3,699 shares; 2025Q4: 3,699 shares 3,699 $560K 0.02% 0 Timeline UMBF UMB FINL CORP More: the full row for UMB FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,574 shares; 2024Q4: 4,863 shares; 2025Q1: 4,863 shares; 2025Q2: 4,863 shares; 2025Q3: 4,863 shares; 2025Q4: 4,863 shares 4,863 $559K 0.02% 0 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,041 shares; 2024Q4: 36,406 shares; 2025Q1: 34,912 shares; 2025Q2: 34,303 shares; 2025Q3: 32,954 shares; 2025Q4: 32,108 shares 32,108 $554K 0.02% -846 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,200 shares; 2025Q1: 6,200 shares; 2025Q2: 7,600 shares; 2025Q3: 8,005 shares; 2025Q4: 10,246 shares 10,246 $552K 0.02% +2,241 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: 7,604 shares; 2024Q4: 7,604 shares; 2025Q1: 7,021 shares; 2025Q2: 10,228 shares; 2025Q3: 10,178 shares; 2025Q4: 9,928 shares 9,928 $544K 0.02% -250 Timeline PFM 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: 13,408 shares; 2024Q4: 13,208 shares; 2025Q1: 12,558 shares; 2025Q2: 10,850 shares; 2025Q3: 10,850 shares; 2025Q4: 10,550 shares 10,550 $543K 0.02% -300 Timeline GATX GATX CORP More: the full row for GATX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,200 shares; 2024Q4: 3,200 shares; 2025Q1: 3,200 shares; 2025Q2: 3,200 shares; 2025Q3: 3,200 shares; 2025Q4: 3,200 shares 3,200 $543K 0.01% 0 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,555 shares; 2024Q4: 1,534 shares; 2025Q1: 977 shares; 2025Q2: 981 shares; 2025Q3: 976 shares; 2025Q4: 1,269 shares 1,269 $541K 0.01% +293 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,762 shares; 2024Q4: 43,964 shares; 2025Q1: 43,964 shares; 2025Q2: 43,964 shares; 2025Q3: 43,964 shares; 2025Q4: 45,970 shares 45,970 $539K 0.01% +2,006 Timeline ESGV 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: 4,890 shares; 2024Q4: 4,890 shares; 2025Q1: 4,890 shares; 2025Q2: 4,690 shares; 2025Q3: 4,450 shares; 2025Q4: 4,450 shares 4,450 $538K 0.01% 0 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: 1,597 shares; 2024Q4: 1,579 shares; 2025Q1: 1,579 shares; 2025Q2: 1,579 shares; 2025Q3: 1,563 shares; 2025Q4: 1,563 shares 1,563 $536K 0.01% 0 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,054 shares; 2024Q4: 6,054 shares; 2025Q1: 6,054 shares; 2025Q2: 6,054 shares; 2025Q3: 6,054 shares; 2025Q4: 6,054 shares 6,054 $535K 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: 21,176 shares; 2024Q4: 18,068 shares; 2025Q1: 16,749 shares; 2025Q2: 14,985 shares; 2025Q3: 14,519 shares; 2025Q4: 13,089 shares 13,089 $526K 0.01% -1,430 Timeline HXL HEXCEL CORP NEW More: the full row for HEXCEL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,000 shares; 2024Q4: 7,000 shares; 2025Q1: 7,000 shares; 2025Q2: 7,000 shares; 2025Q3: 7,000 shares; 2025Q4: 7,039 shares 7,039 $520K 0.01% +39 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,000 shares; 2024Q4: 12,000 shares; 2025Q1: 12,000 shares; 2025Q2: 12,000 shares; 2025Q3: 25,300 shares; 2025Q4: 25,300 shares 25,300 $512K 0.01% 0 Timeline KMPR KEMPER CORP More: the full row for KEMPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,600 shares; 2024Q4: 12,600 shares; 2025Q1: 12,600 shares; 2025Q2: 12,600 shares; 2025Q3: 12,600 shares; 2025Q4: 12,600 shares 12,600 $511K 0.01% 0 Timeline PTCT PTC THERAPEUTICS INC More: the full row for PTC THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,700 shares; 2024Q4: 6,700 shares; 2025Q1: 6,700 shares; 2025Q2: 6,700 shares; 2025Q3: 6,700 shares; 2025Q4: 6,700 shares 6,700 $509K 0.01% 0 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 558 shares; 2024Q4: 1,097 shares; 2025Q1: 947 shares; 2025Q2: 1,062 shares; 2025Q3: 1,223 shares; 2025Q4: 1,288 shares 1,288 $501K 0.01% +65 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,725 shares; 2024Q4: 21,725 shares; 2025Q1: 18,725 shares; 2025Q2: 18,725 shares; 2025Q3: 28,663 shares; 2025Q4: 29,788 shares 29,788 $491K 0.01% +1,125 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,133 shares; 2024Q4: 4,012 shares; 2025Q1: 4,012 shares; 2025Q2: 4,144 shares; 2025Q3: 4,144 shares; 2025Q4: 4,622 shares 4,622 $487K 0.01% +478 Timeline MTCH MATCH GROUP INC NEW More: the full row for MATCH GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,892 shares; 2024Q4: 14,892 shares; 2025Q1: 14,892 shares; 2025Q2: 14,893 shares; 2025Q3: 14,892 shares; 2025Q4: 14,892 shares 14,892 $481K 0.01% 0 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,531 shares; 2025Q1: 1,531 shares; 2025Q2: 1,548 shares; 2025Q3: 1,548 shares; 2025Q4: 1,548 shares 1,548 $480K 0.01% 0 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: 6,652 shares; 2024Q4: 6,613 shares; 2025Q1: 5,703 shares; 2025Q2: 5,703 shares; 2025Q3: 5,813 shares; 2025Q4: 6,069 shares 6,069 $471K 0.01% +256 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,427 shares; 2024Q4: 31,708 shares; 2025Q1: 14,216 shares; 2025Q2: 14,216 shares; 2025Q3: 14,216 shares; 2025Q4: 14,216 shares 14,216 $464K 0.01% 0 Timeline CCK CROWN HLDGS INC More: the full row for CROWN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,500 shares; 2024Q4: 4,500 shares; 2025Q1: 4,500 shares; 2025Q2: 4,500 shares; 2025Q3: 4,500 shares; 2025Q4: 4,500 shares 4,500 $463K 0.01% 0 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: 3,212 shares; 2024Q4: 1,745 shares; 2025Q1: 1,745 shares; 2025Q2: 1,746 shares; 2025Q3: 1,748 shares; 2025Q4: 1,808 shares 1,808 $463K 0.01% +60 Timeline SPYV 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: 4,546 shares; 2024Q4: 4,546 shares; 2025Q1: 6,341 shares; 2025Q2: 6,046 shares; 2025Q3: 6,046 shares; 2025Q4: 8,077 shares 8,077 $459K 0.01% +2,031 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: not reported; 2024Q4: 1,869 shares; 2025Q1: 1,569 shares; 2025Q2: 1,634 shares; 2025Q3: 1,634 shares; 2025Q4: 3,138 shares 3,138 $452K 0.01% +1,504 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,485 shares; 2024Q4: 5,412 shares; 2025Q1: 4,567 shares; 2025Q2: 5,774 shares; 2025Q3: 5,684 shares; 2025Q4: 5,684 shares 5,684 $449K 0.01% 0 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,657 shares; 2024Q4: 7,261 shares; 2025Q1: 7,261 shares; 2025Q2: 7,049 shares; 2025Q3: 7,049 shares; 2025Q4: 7,049 shares 7,049 $447K 0.01% 0 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,483 shares; 2024Q4: 13,483 shares; 2025Q1: 13,483 shares; 2025Q2: 13,483 shares; 2025Q3: 13,483 shares; 2025Q4: 13,483 shares 13,483 $441K 0.01% 0 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,990 shares; 2024Q4: 4,990 shares; 2025Q1: 4,990 shares; 2025Q2: 4,990 shares; 2025Q3: 4,990 shares; 2025Q4: 4,990 shares 4,990 $440K 0.01% 0 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,745 shares; 2024Q4: 15,745 shares; 2025Q1: 15,581 shares; 2025Q2: 13,673 shares; 2025Q3: 13,673 shares; 2025Q4: 13,673 shares 13,673 $438K 0.01% 0 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,456 shares; 2024Q4: 1,565 shares; 2025Q1: 1,456 shares; 2025Q2: 1,456 shares; 2025Q3: 1,456 shares; 2025Q4: 2,046 shares 2,046 $438K 0.01% +590 Timeline RWR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,080 shares; 2024Q4: 4,480 shares; 2025Q1: 4,605 shares; 2025Q2: 4,605 shares; 2025Q3: 4,605 shares; 2025Q4: 4,405 shares 4,405 $433K 0.01% -200 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,267 shares; 2024Q4: 3,439 shares; 2025Q1: 3,124 shares; 2025Q2: 3,124 shares; 2025Q3: 3,124 shares; 2025Q4: 3,124 shares 3,124 $430K 0.01% 0 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,671 shares; 2024Q4: not reported; 2025Q1: 4,406 shares; 2025Q2: 4,492 shares; 2025Q3: 4,492 shares; 2025Q4: 4,300 shares 4,300 $429K 0.01% -192 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,358 shares; 2025Q3: 7,108 shares; 2025Q4: 7,108 shares 7,108 $417K 0.01% 0 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,424 shares; 2025Q2: 5,024 shares; 2025Q3: 5,024 shares; 2025Q4: 5,232 shares 5,232 $412K 0.01% +208 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,917 shares; 2024Q4: 8,248 shares; 2025Q1: 6,704 shares; 2025Q2: 6,854 shares; 2025Q3: 5,855 shares; 2025Q4: 5,536 shares 5,536 $407K 0.01% -319 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,337 shares; 2024Q4: 37,417 shares; 2025Q1: 26,804 shares; 2025Q2: 7,101 shares; 2025Q3: 6,085 shares; 2025Q4: 5,439 shares 5,439 $404K 0.01% -646 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,341 shares; 2025Q3: 1,353 shares; 2025Q4: 1,336 shares 1,336 $404K 0.01% -17 Timeline ADCT ADC THERAPEUTICS SA More: the full row for ADC THERAPEUTICS SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113,000 shares; 2024Q4: 113,000 shares; 2025Q1: 113,000 shares; 2025Q2: 113,000 shares; 2025Q3: 113,000 shares; 2025Q4: 113,000 shares 113,000 $399K 0.01% 0 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,260 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,936 shares; 2025Q3: 4,775 shares; 2025Q4: 6,767 shares 6,767 $397K 0.01% +1,992 Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,320 shares; 2024Q4: 1,200 shares; 2025Q1: 1,200 shares; 2025Q2: 1,200 shares; 2025Q3: 1,200 shares; 2025Q4: 1,200 shares 1,200 $394K 0.01% 0 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,004 shares; 2024Q4: 19,833 shares; 2025Q1: 17,604 shares; 2025Q2: 17,604 shares; 2025Q3: 17,670 shares; 2025Q4: 17,604 shares 17,604 $392K 0.01% -66 Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,050 shares; 2024Q4: 14,729 shares; 2025Q1: 13,024 shares; 2025Q2: 12,245 shares; 2025Q3: 4,994 shares; 2025Q4: 4,481 shares 4,481 $391K 0.01% -513 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,166 shares 8,166 $378K 0.01% new Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 8,000 shares; 2025Q1: 8,000 shares; 2025Q2: 8,000 shares; 2025Q3: 8,000 shares; 2025Q4: 8,000 shares 8,000 $376K 0.01% 0 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,241 shares; 2024Q4: 2,666 shares; 2025Q1: 2,130 shares; 2025Q2: 2,130 shares; 2025Q3: 2,130 shares; 2025Q4: 2,190 shares 2,190 $373K 0.01% +60 Timeline JLL JONES LANG LASALLE INC More: the full row for JONES LANG LASALLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,315 shares; 2024Q4: 1,315 shares; 2025Q1: 1,315 shares; 2025Q2: 1,290 shares; 2025Q3: 1,090 shares; 2025Q4: 1,108 shares 1,108 $373K 0.01% +18 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,400 shares; 2024Q4: 11,400 shares; 2025Q1: 11,400 shares; 2025Q2: 10,250 shares; 2025Q3: 10,250 shares; 2025Q4: 10,250 shares 10,250 $371K 0.01% 0 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 383 shares; 2024Q4: 383 shares; 2025Q1: 383 shares; 2025Q2: 399 shares; 2025Q3: 399 shares; 2025Q4: 404 shares 404 $366K 0.01% +5 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,330 shares; 2025Q3: 4,330 shares; 2025Q4: 4,330 shares 4,330 $362K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 718 shares; 2025Q3: 770 shares; 2025Q4: 770 shares 770 $361K 0.01% 0 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,331 shares; 2024Q4: 4,300 shares; 2025Q1: 4,300 shares; 2025Q2: 4,300 shares; 2025Q3: 4,300 shares; 2025Q4: 4,300 shares 4,300 $361K 0.01% 0 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,875 shares; 2025Q1: 1,875 shares; 2025Q2: 1,875 shares; 2025Q3: 1,875 shares; 2025Q4: 1,875 shares 1,875 $359K 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,641 shares 4,641 $356K 0.01% new Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,560 shares; 2024Q4: 3,170 shares; 2025Q1: 3,170 shares; 2025Q2: 3,100 shares; 2025Q3: 3,100 shares; 2025Q4: 2,593 shares 2,593 $355K 0.01% -507 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,174 shares 2,174 $351K 0.01% new 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: 3,090 shares; 2024Q4: 2,361 shares; 2025Q1: 1,991 shares; 2025Q2: 2,253 shares; 2025Q3: 2,253 shares; 2025Q4: 1,991 shares 1,991 $350K 0.01% -262 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,504 shares; 2025Q4: 2,504 shares 2,504 $340K 0.01% 0 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,031 shares; 2024Q4: 8,031 shares; 2025Q1: 8,031 shares; 2025Q2: 8,031 shares; 2025Q3: 8,031 shares; 2025Q4: 7,411 shares 7,411 $338K 0.01% -620 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,568 shares; 2024Q4: 2,268 shares; 2025Q1: 2,268 shares; 2025Q2: 2,390 shares; 2025Q3: 2,390 shares; 2025Q4: 2,390 shares 2,390 $337K 0.01% 0 Timeline FOXA FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,611 shares 4,611 $337K 0.01% new Timeline MRNA MODERNA INC More: the full row for MODERNA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,419 shares 11,419 $337K 0.01% new 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: 750 shares; 2024Q4: 750 shares; 2025Q1: 750 shares; 2025Q2: 750 shares; 2025Q3: 782 shares; 2025Q4: 757 shares 757 $337K 0.01% -25 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,730 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,205 shares; 2025Q4: 13,110 shares 13,110 $336K 0.01% +5,905 Timeline CBT CABOT CORP More: the full row for CABOT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,000 shares; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares 5,000 $331K 0.01% 0 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,558 shares; 2024Q4: 3,282 shares; 2025Q1: 3,282 shares; 2025Q2: 3,282 shares; 2025Q3: 3,282 shares; 2025Q4: 3,282 shares 3,282 $324K 0.01% 0 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,129 shares; 2024Q4: 3,126 shares; 2025Q1: 2,817 shares; 2025Q2: 3,793 shares; 2025Q3: 3,793 shares; 2025Q4: 2,817 shares 2,817 $318K 0.01% -976 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: 9,335 shares; 2024Q4: 9,258 shares; 2025Q1: 9,031 shares; 2025Q2: 8,753 shares; 2025Q3: 8,753 shares; 2025Q4: 8,753 shares 8,753 $318K 0.01% 0 Timeline KBWB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,220 shares; 2024Q4: 8,120 shares; 2025Q1: 5,120 shares; 2025Q2: 5,120 shares; 2025Q3: 3,720 shares; 2025Q4: 3,720 shares 3,720 $314K 0.01% 0 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,926 shares 5,926 $313K 0.01% +926 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,444 shares; 2024Q4: 3,389 shares; 2025Q1: 3,314 shares; 2025Q2: 3,314 shares; 2025Q3: 3,314 shares; 2025Q4: 3,114 shares 3,114 $309K 0.01% -200 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,385 shares; 2025Q4: 1,342 shares 1,342 $306K 0.01% -43 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,681 shares; 2024Q4: 11,681 shares; 2025Q1: 11,681 shares; 2025Q2: 11,681 shares; 2025Q3: 11,681 shares; 2025Q4: 19,180 shares 19,180 $304K 0.01% +7,499 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 923 shares; 2024Q4: 923 shares; 2025Q1: 923 shares; 2025Q2: 923 shares; 2025Q3: 923 shares; 2025Q4: 934 shares 934 $302K 0.01% +11 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,127 shares; 2024Q4: 11,468 shares; 2025Q1: 11,468 shares; 2025Q2: 11,468 shares; 2025Q3: 11,468 shares; 2025Q4: 12,926 shares 12,926 $301K 0.01% +1,458 Timeline BNL BROADSTONE NET LEASE INC More: the full row for BROADSTONE NET LEASE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,300 shares; 2024Q4: 17,300 shares; 2025Q1: 17,300 shares; 2025Q2: 17,300 shares; 2025Q3: 17,300 shares; 2025Q4: 17,300 shares 17,300 $301K 0.01% 0 Timeline FBIN FORTUNE BRANDS INNOVATIONS I More: the full row for FORTUNE BRANDS INNOVATIONS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,093 shares; 2024Q4: 5,978 shares; 2025Q1: 5,978 shares; 2025Q2: 5,978 shares; 2025Q3: 5,978 shares; 2025Q4: 5,978 shares 5,978 $299K 0.01% 0 Timeline MKC-V 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: 4,368 shares; 2024Q4: 4,368 shares; 2025Q1: 4,368 shares; 2025Q2: 4,368 shares; 2025Q3: 4,368 shares; 2025Q4: 4,368 shares 4,368 $297K 0.01% 0 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,182 shares; 2025Q4: 1,299 shares 1,299 $294K 0.01% +117 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,179 shares; 2024Q4: 11,410 shares; 2025Q1: 10,060 shares; 2025Q2: 10,040 shares; 2025Q3: 5,009 shares; 2025Q4: 4,374 shares 4,374 $291K 0.01% -635 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,099 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,574 shares; 2025Q4: 10,574 shares 10,574 $291K 0.01% 0 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,964 shares; 2024Q4: 3,994 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,633 shares; 2025Q4: 3,059 shares 3,059 $288K 0.01% +426 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares 3,000 $270K 0.01% 0 Timeline PPLI PEOPLE INC More: the full row for PEOPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,900 shares; 2024Q4: 6,900 shares; 2025Q1: 6,900 shares; 2025Q2: 6,900 shares; 2025Q3: 6,900 shares; 2025Q4: 6,900 shares 6,900 $270K 0.01% 0 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,579 shares; 2024Q4: 5,311 shares; 2025Q1: 4,691 shares; 2025Q2: 4,733 shares; 2025Q3: 4,890 shares; 2025Q4: 4,215 shares 4,215 $269K 0.01% -675 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,000 shares; 2025Q1: 10,230 shares; 2025Q2: 10,230 shares; 2025Q3: 10,230 shares; 2025Q4: 10,230 shares 10,230 $268K 0.01% 0 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,350 shares; 2024Q4: 7,341 shares; 2025Q1: 8,031 shares; 2025Q2: 5,247 shares; 2025Q3: 2,509 shares; 2025Q4: 1,859 shares 1,859 $268K 0.01% -650 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: not reported; 2024Q4: 1,458 shares; 2025Q1: 1,491 shares; 2025Q2: 1,483 shares; 2025Q3: 1,458 shares; 2025Q4: 1,458 shares 1,458 $265K 0.01% 0 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,251 shares; 2024Q4: 4,419 shares; 2025Q1: 3,904 shares; 2025Q2: 3,512 shares; 2025Q3: 2,165 shares; 2025Q4: 1,940 shares 1,940 $264K 0.01% -225 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,000 shares; 2024Q4: 15,000 shares; 2025Q1: 15,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares 10,000 $263K 0.01% 0 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,325 shares 2,325 $263K 0.01% new 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: 309 shares; 2024Q4: 309 shares; 2025Q1: 255 shares; 2025Q2: 255 shares; 2025Q3: 255 shares; 2025Q4: 260 shares 260 $262K 0.01% +5 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 675 shares; 2024Q4: 675 shares; 2025Q1: 675 shares; 2025Q2: 675 shares; 2025Q3: 675 shares; 2025Q4: 675 shares 675 $261K 0.01% 0 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,266 shares; 2024Q4: 36,625 shares; 2025Q1: 9,221 shares; 2025Q2: 8,393 shares; 2025Q3: 6,701 shares; 2025Q4: 3,018 shares 3,018 $260K 0.01% -3,683 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,040 shares; 2024Q4: 907 shares; 2025Q1: 900 shares; 2025Q2: 900 shares; 2025Q3: 804 shares; 2025Q4: 804 shares 804 $260K 0.01% 0 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: 3,600 shares; 2024Q4: 3,600 shares; 2025Q1: 3,600 shares; 2025Q2: 3,600 shares; 2025Q3: 3,600 shares; 2025Q4: 3,600 shares 3,600 $253K 0.01% 0 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,710 shares; 2024Q4: 6,255 shares; 2025Q1: 5,822 shares; 2025Q2: 5,030 shares; 2025Q3: 4,206 shares; 2025Q4: 4,206 shares 4,206 $252K 0.01% 0 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 486 shares; 2025Q1: 481 shares; 2025Q2: 481 shares; 2025Q3: 481 shares; 2025Q4: 492 shares 492 $251K 0.01% +11 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 730 shares 730 $248K 0.01% new Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 204 shares 204 $248K 0.01% new Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,474 shares; 2025Q1: 1,343 shares; 2025Q2: 1,343 shares; 2025Q3: 1,343 shares; 2025Q4: 1,343 shares 1,343 $247K 0.01% 0 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,122 shares; 2024Q4: 3,131 shares; 2025Q1: 2,724 shares; 2025Q2: 2,526 shares; 2025Q3: 2,401 shares; 2025Q4: 2,476 shares 2,476 $247K 0.01% +75 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,382 shares; 2024Q4: not reported; 2025Q1: 3,742 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,058 shares 5,058 $245K 0.01% new Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,059 shares; 2025Q2: 1,088 shares; 2025Q3: 1,087 shares; 2025Q4: 1,087 shares 1,087 $243K 0.01% 0 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: not reported; 2024Q4: 744 shares; 2025Q1: 744 shares; 2025Q2: 735 shares; 2025Q3: 735 shares; 2025Q4: 735 shares 735 $238K 0.01% 0 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,099 shares; 2024Q4: 6,636 shares; 2025Q1: 5,832 shares; 2025Q2: 5,255 shares; 2025Q3: 5,255 shares; 2025Q4: 5,255 shares 5,255 $235K 0.01% 0 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,655 shares; 2024Q4: 3,492 shares; 2025Q1: 2,637 shares; 2025Q2: 2,198 shares; 2025Q3: 2,246 shares; 2025Q4: 2,239 shares 2,239 $235K 0.01% -7 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,612 shares 1,612 $233K 0.01% new Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,611 shares; 2024Q4: 1,611 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,498 shares 1,498 $232K 0.01% new Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,371 shares; 2025Q2: not reported; 2025Q3: 2,309 shares; 2025Q4: 2,503 shares 2,503 $231K 0.01% +194 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,121 shares 1,121 $230K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 416 shares 416 $230K 0.01% new Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,857 shares; 2024Q4: 9,235 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,430 shares; 2025Q4: 8,430 shares 8,430 $228K 0.01% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 475 shares; 2025Q4: 511 shares 511 $227K 0.01% +36 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 987 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 987 shares; 2025Q4: 1,100 shares 1,100 $227K 0.01% +113 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,571 shares; 2024Q4: 2,571 shares; 2025Q1: 2,571 shares; 2025Q2: 1,715 shares; 2025Q3: 1,715 shares; 2025Q4: 1,715 shares 1,715 $226K 0.01% 0 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 803 shares; 2025Q4: 803 shares 803 $224K 0.01% 0 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,214 shares; 2024Q4: 2,785 shares; 2025Q1: 2,484 shares; 2025Q2: 2,397 shares; 2025Q3: 2,430 shares; 2025Q4: 2,489 shares 2,489 $221K 0.01% +59 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 730 shares 730 $220K 0.01% new Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,718 shares; 2025Q4: 2,805 shares 2,805 $216K 0.01% +87 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,218 shares; 2025Q2: 2,151 shares; 2025Q3: 2,151 shares; 2025Q4: 1,901 shares 1,901 $209K 0.01% -250 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 727 shares 727 $209K 0.01% new Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,071 shares 5,071 $208K 0.01% new Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,581 shares 2,581 $207K 0.01% new Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 996 shares; 2025Q3: 1,050 shares; 2025Q4: 968 shares 968 $205K 0.01% -82 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,025 shares; 2025Q4: 1,025 shares 1,025 $205K 0.01% 0 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,365 shares; 2025Q4: 2,365 shares 2,365 $204K 0.01% 0 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,499 shares; 2024Q4: 2,325 shares; 2025Q1: 2,093 shares; 2025Q2: 1,936 shares; 2025Q3: 1,621 shares; 2025Q4: 1,539 shares 1,539 $204K 0.01% -82 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,492 shares 2,492 $203K 0.01% new Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,932 shares; 2024Q4: 26,110 shares; 2025Q1: 25,997 shares; 2025Q2: 25,997 shares; 2025Q3: 25,997 shares; 2025Q4: 28,658 shares 28,658 $152K <0.01% +2,661 Timeline TELFY TELEFONICA SA-SPON ADR More: the full row for TELEFONICA SA-SPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,875 shares; 2024Q4: 13,875 shares; 2025Q1: 13,875 shares; 2025Q2: 13,875 shares; 2025Q3: 13,875 shares; 2025Q4: 13,875 shares 13,875 $56.2K <0.01% 0 Timeline