VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 181,920 shares; 2025Q1: 180,501 shares; 2025Q2: 179,759 shares; 2025Q3: 178,036 shares; 2025Q4: 176,919 shares 176,919 $133M 13.67% -1,117 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,276,734 shares; 2025Q1: 1,133,945 shares; 2025Q2: 1,011,913 shares; 2025Q3: 1,011,824 shares; 2025Q4: 1,011,825 shares 1,011,825 $67.8M 6.95% +1 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: restricted; 2024Q4: 95,642 shares; 2025Q1: 94,727 shares; 2025Q2: 91,813 shares; 2025Q3: 91,055 shares; 2025Q4: 90,761 shares 90,761 $43.9M 4.5% -294 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 154,987 shares; 2025Q1: 150,542 shares; 2025Q2: 148,112 shares; 2025Q3: 148,244 shares; 2025Q4: 147,410 shares 147,410 $40.1M 4.11% -834 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 120,134 shares; 2025Q1: 117,943 shares; 2025Q2: 116,350 shares; 2025Q3: 116,270 shares; 2025Q4: 114,820 shares 114,820 $36M 3.69% -1,450 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 406,232 shares 406,232 $33.2M 3.4% new Timeline DU PONT E I DE NEMOURS & CO DU PONT E I DE NEMOURS & CO More: the full row for DU PONT E I DE NEMOURS & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 983,863 shares; 2025Q1: 863,877 shares; 2025Q2: 812,545 shares; 2025Q3: 812,471 shares; 2025Q4: 812,473 shares 812,473 $32.7M 3.35% +2 JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 84,226 shares; 2025Q1: 82,680 shares; 2025Q2: 80,867 shares; 2025Q3: 79,671 shares; 2025Q4: 79,498 shares 79,498 $25.6M 2.63% -173 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: restricted; 2024Q4: 1,191,590 shares; 2025Q1: 1,049,086 shares; 2025Q2: 967,336 shares; 2025Q3: 962,585 shares; 2025Q4: 962,585 shares 962,585 $22.5M 2.31% 0 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 93,866 shares; 2025Q1: 93,181 shares; 2025Q2: 93,183 shares; 2025Q3: 93,876 shares; 2025Q4: 93,900 shares 93,900 $21.7M 2.22% +24 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 103,659 shares; 2025Q1: 102,337 shares; 2025Q2: 101,202 shares; 2025Q3: 100,545 shares; 2025Q4: 100,175 shares 100,175 $20.7M 2.13% -370 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 56,923 shares; 2025Q1: 56,166 shares; 2025Q2: 55,473 shares; 2025Q3: 55,565 shares; 2025Q4: 55,477 shares 55,477 $19.5M 2% -88 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 78,681 shares; 2025Q1: 77,657 shares; 2025Q2: 76,480 shares; 2025Q3: 75,941 shares; 2025Q4: 75,466 shares 75,466 $18.2M 1.87% -475 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 58,990 shares; 2025Q1: 57,817 shares; 2025Q2: 57,245 shares; 2025Q3: 57,483 shares; 2025Q4: 57,195 shares 57,195 $17.7M 1.82% -288 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 120,128 shares; 2025Q1: 118,944 shares; 2025Q2: 116,719 shares; 2025Q3: 116,475 shares; 2025Q4: 116,213 shares 116,213 $16.7M 1.71% -262 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 31,115 shares; 2025Q1: 30,142 shares; 2025Q2: 29,183 shares; 2025Q3: 28,806 shares; 2025Q4: 28,638 shares 28,638 $16.4M 1.68% -168 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 93,214 shares; 2025Q1: 91,953 shares; 2025Q2: 90,678 shares; 2025Q3: 90,121 shares; 2025Q4: 89,173 shares 89,173 $16.4M 1.68% -948 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 53,236 shares; 2025Q1: 52,605 shares; 2025Q2: 51,771 shares; 2025Q3: 51,574 shares; 2025Q4: 51,329 shares 51,329 $15.7M 1.61% -245 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 60,401 shares; 2025Q1: 59,798 shares; 2025Q2: 58,891 shares; 2025Q3: 58,734 shares; 2025Q4: 58,369 shares 58,369 $14.4M 1.47% -365 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 92,896 shares; 2025Q1: 92,874 shares; 2025Q2: 92,518 shares; 2025Q3: 92,705 shares; 2025Q4: 92,599 shares 92,599 $13.3M 1.36% -106 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 97,567 shares; 2025Q1: 96,452 shares; 2025Q2: 95,796 shares; 2025Q3: 97,890 shares; 2025Q4: 97,378 shares 97,378 $12.2M 1.25% -512 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 39,121 shares; 2025Q1: 36,795 shares; 2025Q2: 35,877 shares; 2025Q3: 35,893 shares; 2025Q4: 35,323 shares 35,323 $11.8M 1.21% -570 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 59,812 shares; 2025Q1: 59,852 shares; 2025Q2: 59,157 shares; 2025Q3: 60,247 shares; 2025Q4: 61,097 shares 61,097 $11.4M 1.17% +850 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: restricted; 2024Q4: 139,027 shares; 2025Q1: 137,082 shares; 2025Q2: 129,150 shares; 2025Q3: 128,826 shares; 2025Q4: 127,820 shares 127,820 $10.7M 1.1% -1,006 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 65,260 shares; 2025Q1: 64,112 shares; 2025Q2: 62,617 shares; 2025Q3: 62,340 shares; 2025Q4: 61,745 shares 61,745 $10.4M 1.07% -595 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 25,223 shares; 2025Q1: 25,138 shares; 2025Q2: 28,798 shares; 2025Q3: 30,555 shares; 2025Q4: 30,264 shares 30,264 $9.99M 1.02% -291 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 84,830 shares; 2025Q1: 83,941 shares; 2025Q2: 81,334 shares; 2025Q3: 80,606 shares; 2025Q4: 81,119 shares 81,119 $9.76M 1% +513 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 120,190 shares; 2025Q1: 119,007 shares; 2025Q2: 117,217 shares; 2025Q3: 118,878 shares; 2025Q4: 118,210 shares 118,210 $9.49M 0.97% -668 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: restricted; 2024Q4: 103,614 shares; 2025Q1: 102,492 shares; 2025Q2: 99,098 shares; 2025Q3: 98,478 shares; 2025Q4: 98,295 shares 98,295 $9.46M 0.97% -183 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 80,963 shares; 2025Q1: 80,416 shares; 2025Q2: 79,996 shares; 2025Q3: 81,542 shares; 2025Q4: 80,991 shares 80,991 $9.21M 0.94% -551 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,671 shares; 2025Q1: 12,422 shares; 2025Q2: 12,807 shares; 2025Q3: 13,230 shares; 2025Q4: 13,876 shares 13,876 $9.16M 0.94% +646 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 33,068 shares; 2025Q1: 32,347 shares; 2025Q2: 31,679 shares; 2025Q3: 31,900 shares; 2025Q4: 31,342 shares 31,342 $9.1M 0.93% -558 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 121,541 shares; 2025Q1: 118,826 shares; 2025Q2: 115,431 shares; 2025Q3: 117,748 shares; 2025Q4: 117,878 shares 117,878 $9.08M 0.93% +130 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 91,094 shares; 2025Q1: 89,997 shares; 2025Q2: 89,282 shares; 2025Q3: 89,158 shares; 2025Q4: 87,972 shares 87,972 $9.01M 0.92% -1,186 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22,919 shares; 2025Q1: 22,209 shares; 2025Q2: 21,287 shares; 2025Q3: 21,245 shares; 2025Q4: 21,138 shares 21,138 $7.82M 0.8% -107 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 201,926 shares; 2025Q1: 200,356 shares; 2025Q2: 203,603 shares; 2025Q3: 206,711 shares; 2025Q4: 203,103 shares 203,103 $7.79M 0.8% -3,608 Timeline CC CHEMOURS CO More: the full row for CHEMOURS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 664,671 shares; 2025Q1: 655,377 shares; 2025Q2: 655,377 shares; 2025Q3: 655,377 shares; 2025Q4: 655,377 shares 655,377 $7.73M 0.79% 0 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 69,411 shares; 2025Q1: 69,380 shares; 2025Q2: 68,903 shares; 2025Q3: 69,313 shares; 2025Q4: 69,024 shares 69,024 $7.27M 0.75% -289 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 48,683 shares; 2025Q1: 47,915 shares; 2025Q2: 46,700 shares; 2025Q3: 46,780 shares; 2025Q4: 46,612 shares 46,612 $7.1M 0.73% -168 Timeline IFF INTERNATIONAL FLAVORS&FRAGRA More: the full row for INTERNATIONAL FLAVORS&FRAGRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 125,620 shares; 2025Q1: 109,392 shares; 2025Q2: 109,392 shares; 2025Q3: 104,322 shares; 2025Q4: 104,322 shares 104,322 $7.03M 0.72% 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: restricted; 2024Q4: 32,023 shares; 2025Q1: 30,691 shares; 2025Q2: 30,491 shares; 2025Q3: 30,464 shares; 2025Q4: 30,235 shares 30,235 $6.99M 0.72% -229 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 76,415 shares; 2025Q1: 73,910 shares; 2025Q2: 70,696 shares; 2025Q3: 71,533 shares; 2025Q4: 71,704 shares 71,704 $6.68M 0.69% +171 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: restricted; 2024Q4: 26,550 shares; 2025Q1: 26,038 shares; 2025Q2: 25,670 shares; 2025Q3: 25,832 shares; 2025Q4: 25,249 shares 25,249 $6.51M 0.67% -583 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: restricted; 2024Q4: 27,289 shares; 2025Q1: 27,149 shares; 2025Q2: 26,530 shares; 2025Q3: 26,371 shares; 2025Q4: 26,336 shares 26,336 $6.48M 0.66% -35 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: restricted; 2024Q4: 39,007 shares; 2025Q1: 37,693 shares; 2025Q2: 31,996 shares; 2025Q3: 29,535 shares; 2025Q4: 28,668 shares 28,668 $5.56M 0.57% -867 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 28,950 shares; 2025Q1: 27,701 shares; 2025Q2: 27,133 shares; 2025Q3: 27,467 shares; 2025Q4: 27,288 shares 27,288 $5.32M 0.55% -179 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: restricted; 2024Q4: 19,280 shares; 2025Q1: 18,741 shares; 2025Q2: 18,581 shares; 2025Q3: 18,406 shares; 2025Q4: 18,238 shares 18,238 $5.27M 0.54% -168 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,903 shares; 2025Q1: 4,853 shares; 2025Q2: 4,853 shares; 2025Q3: 4,853 shares; 2025Q4: 4,838 shares 4,838 $5.2M 0.53% -15 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,634 shares; 2025Q1: 13,761 shares; 2025Q2: 13,406 shares; 2025Q3: 14,462 shares; 2025Q4: 14,305 shares 14,305 $5.01M 0.51% -157 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 24,579 shares; 2025Q1: 24,048 shares; 2025Q2: 24,044 shares; 2025Q3: 24,323 shares; 2025Q4: 24,268 shares 24,268 $4.07M 0.42% -55 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,858 shares; 2025Q1: 8,701 shares; 2025Q2: 8,206 shares; 2025Q3: 7,973 shares; 2025Q4: 7,736 shares 7,736 $3.89M 0.4% -237 Timeline PowerShares QQQ Trust Unit … PowerShares QQQ Trust Unit Ser More: the full row for PowerShares QQQ Trust Unit Ser Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,337 shares; 2025Q1: 6,371 shares; 2025Q2: 6,189 shares; 2025Q3: 6,160 shares; 2025Q4: 6,148 shares 6,148 $3.78M 0.39% -12 WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 32,561 shares; 2025Q1: 31,928 shares; 2025Q2: 31,756 shares; 2025Q3: 31,679 shares; 2025Q4: 31,570 shares 31,570 $3.52M 0.36% -109 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 41,330 shares; 2025Q1: 40,867 shares; 2025Q2: 39,956 shares; 2025Q3: 39,826 shares; 2025Q4: 39,791 shares 39,791 $3.47M 0.36% -35 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,187 shares; 2025Q1: 12,187 shares; 2025Q2: 11,870 shares; 2025Q3: 11,614 shares; 2025Q4: 11,434 shares 11,434 $3.39M 0.35% -180 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,210 shares; 2025Q1: 14,115 shares; 2025Q2: 13,901 shares; 2025Q3: 13,946 shares; 2025Q4: 13,892 shares 13,892 $3.17M 0.33% -54 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,230 shares; 2025Q1: 10,225 shares; 2025Q2: 9,942 shares; 2025Q3: 9,958 shares; 2025Q4: 9,956 shares 9,956 $3.12M 0.32% -2 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,358 shares; 2025Q1: 10,270 shares; 2025Q2: 9,988 shares; 2025Q3: 9,892 shares; 2025Q4: 9,818 shares 9,818 $3.02M 0.31% -74 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4 shares; 2025Q1: 4 shares; 2025Q2: 4 shares; 2025Q3: 4 shares; 2025Q4: 4 shares 4 $3.02M 0.31% 0 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,765 shares; 2025Q1: 7,830 shares; 2025Q2: 8,594 shares; 2025Q3: 10,466 shares; 2025Q4: 10,271 shares 10,271 $2.72M 0.28% -195 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: restricted; 2024Q4: 36,653 shares; 2025Q1: 36,608 shares; 2025Q2: 36,553 shares; 2025Q3: 36,333 shares; 2025Q4: 36,224 shares 36,224 $2.53M 0.26% -109 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: restricted; 2024Q4: 12,400 shares; 2025Q1: 12,400 shares; 2025Q2: 12,500 shares; 2025Q3: 11,280 shares; 2025Q4: 11,280 shares 11,280 $2.27M 0.23% 0 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: restricted; 2024Q4: 40,435 shares; 2025Q1: 40,279 shares; 2025Q2: 37,731 shares; 2025Q3: 37,942 shares; 2025Q4: 38,041 shares 38,041 $2.23M 0.23% +99 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,610 shares; 2025Q1: 5,520 shares; 2025Q2: 5,453 shares; 2025Q3: 5,446 shares; 2025Q4: 5,304 shares 5,304 $1.83M 0.19% -142 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,240 shares; 2025Q1: 2,740 shares; 2025Q2: 2,740 shares; 2025Q3: 2,740 shares; 2025Q4: 2,740 shares 2,740 $1.82M 0.19% 0 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 34,774 shares; 2025Q1: 33,962 shares; 2025Q2: 33,492 shares; 2025Q3: 32,783 shares; 2025Q4: 32,800 shares 32,800 $1.8M 0.18% +17 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,949 shares; 2025Q1: 13,929 shares; 2025Q2: 13,270 shares; 2025Q3: 13,196 shares; 2025Q4: 13,197 shares 13,197 $1.75M 0.18% +1 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,756 shares; 2025Q1: 11,174 shares; 2025Q2: 10,849 shares; 2025Q3: 10,834 shares; 2025Q4: 10,834 shares 10,834 $1.73M 0.18% 0 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,597 shares; 2025Q1: 9,530 shares; 2025Q2: 9,458 shares; 2025Q3: 9,358 shares; 2025Q4: 9,358 shares 9,358 $1.7M 0.17% 0 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,073 shares; 2025Q1: 5,069 shares; 2025Q2: 4,999 shares; 2025Q3: 4,974 shares; 2025Q4: 4,974 shares 4,974 $1.63M 0.17% 0 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,554 shares; 2025Q1: 2,554 shares; 2025Q2: 2,459 shares; 2025Q3: 2,446 shares; 2025Q4: 2,421 shares 2,421 $1.58M 0.16% -25 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,614 shares; 2025Q1: 15,014 shares; 2025Q2: 14,859 shares; 2025Q3: 14,464 shares; 2025Q4: 14,464 shares 14,464 $1.46M 0.15% 0 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,741 shares; 2025Q1: 19,311 shares; 2025Q2: 19,671 shares; 2025Q3: 21,152 shares; 2025Q4: 23,263 shares 23,263 $1.45M 0.15% +2,111 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,400 shares; 2025Q1: 10,400 shares; 2025Q2: 10,400 shares; 2025Q3: 10,400 shares; 2025Q4: 10,400 shares 10,400 $1.42M 0.15% 0 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,600 shares; 2025Q1: 17,600 shares; 2025Q2: 15,720 shares; 2025Q3: 15,615 shares; 2025Q4: 15,615 shares 15,615 $1.37M 0.14% 0 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,811 shares; 2025Q1: 7,811 shares; 2025Q2: 7,811 shares; 2025Q3: 7,811 shares; 2025Q4: 7,811 shares 7,811 $1.36M 0.14% 0 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,155 shares; 2025Q1: 17,749 shares; 2025Q2: 15,839 shares; 2025Q3: 15,713 shares; 2025Q4: 15,262 shares 15,262 $1.35M 0.14% -451 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,369 shares; 2025Q1: 7,369 shares; 2025Q2: 7,369 shares; 2025Q3: 7,369 shares; 2025Q4: 7,369 shares 7,369 $1.31M 0.13% 0 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,460 shares; 2025Q1: 11,165 shares; 2025Q2: 10,649 shares; 2025Q3: 10,613 shares; 2025Q4: 10,913 shares 10,913 $1.28M 0.13% +300 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 35,621 shares; 2025Q1: 31,811 shares; 2025Q2: 31,002 shares; 2025Q3: 30,077 shares; 2025Q4: 28,912 shares 28,912 $1.18M 0.12% -1,165 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: restricted; 2024Q4: 6,009 shares; 2025Q1: 6,009 shares; 2025Q2: 5,994 shares; 2025Q3: 6,054 shares; 2025Q4: 5,914 shares 5,914 $1.15M 0.12% -140 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 35,833 shares; 2025Q1: 35,533 shares; 2025Q2: 34,883 shares; 2025Q3: 30,607 shares; 2025Q4: 30,476 shares 30,476 $1.12M 0.12% -131 Timeline KIM KIMCO REALTY CORP More: the full row for KIMCO REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 59,999 shares; 2025Q1: 59,150 shares; 2025Q2: 57,559 shares; 2025Q3: 57,108 shares; 2025Q4: 54,423 shares 54,423 $1.1M 0.11% -2,685 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,586 shares; 2025Q1: 1,586 shares; 2025Q2: 1,791 shares; 2025Q3: 1,791 shares; 2025Q4: 1,758 shares 1,758 $1.1M 0.11% -33 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,547 shares; 2025Q1: 5,441 shares; 2025Q2: 5,338 shares; 2025Q3: 5,311 shares; 2025Q4: 5,237 shares 5,237 $1.09M 0.11% -74 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,980 shares; 2025Q1: 6,935 shares; 2025Q2: 6,939 shares; 2025Q3: 19,819 shares; 2025Q4: 20,084 shares 20,084 $1.08M 0.11% +265 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,178 shares; 2025Q1: 2,178 shares; 2025Q2: 2,178 shares; 2025Q3: 2,188 shares; 2025Q4: 2,168 shares 2,168 $1.05M 0.11% -20 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,853 shares; 2025Q1: 9,763 shares; 2025Q2: 9,363 shares; 2025Q3: 8,887 shares; 2025Q4: 8,747 shares 8,747 $1.02M 0.1% -140 Timeline BROADCOM LTD BROADCOM LTD More: the full row for BROADCOM LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,660 shares; 2025Q1: 1,660 shares; 2025Q2: 1,640 shares; 2025Q3: 2,357 shares; 2025Q4: 2,902 shares 2,902 $1M 0.1% +545 TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,324 shares; 2025Q1: 6,324 shares; 2025Q2: 6,324 shares; 2025Q3: 6,324 shares; 2025Q4: 6,024 shares 6,024 $925K 0.09% -300 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,600 shares; 2025Q1: 4,292 shares; 2025Q2: 4,292 shares; 2025Q3: 4,292 shares; 2025Q4: 4,292 shares 4,292 $893K 0.09% 0 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 19,143 shares; 2025Q1: 18,838 shares; 2025Q2: 18,517 shares; 2025Q3: 18,417 shares; 2025Q4: 18,616 shares 18,616 $892K 0.09% +199 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: restricted; 2024Q4: 24,451 shares; 2025Q1: 24,451 shares; 2025Q2: 24,151 shares; 2025Q3: 24,151 shares; 2025Q4: 24,151 shares 24,151 $875K 0.09% 0 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,037 shares; 2025Q1: 3,850 shares; 2025Q2: 3,710 shares; 2025Q3: 3,819 shares; 2025Q4: 3,720 shares 3,720 $852K 0.09% -99 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,899 shares; 2025Q1: 2,899 shares; 2025Q2: 2,899 shares; 2025Q3: 2,899 shares; 2025Q4: 2,899 shares 2,899 $841K 0.09% 0 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,824 shares; 2025Q1: 11,340 shares; 2025Q2: 11,342 shares; 2025Q3: 11,263 shares; 2025Q4: 10,835 shares 10,835 $798K 0.08% -428 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,491 shares; 2025Q1: 2,491 shares; 2025Q2: 2,491 shares; 2025Q3: 2,491 shares; 2025Q4: 2,491 shares 2,491 $710K 0.07% 0 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,003 shares; 2025Q1: 1,003 shares; 2025Q2: 1,003 shares; 2025Q3: 1,003 shares; 2025Q4: 1,003 shares 1,003 $684K 0.07% 0 Timeline FRT FEDERAL RLTY INVT TR NEW More: the full row for FEDERAL RLTY INVT TR NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,683 shares; 2025Q1: 7,616 shares; 2025Q2: 7,516 shares; 2025Q3: 6,710 shares; 2025Q4: 6,460 shares 6,460 $651K 0.07% -250 Timeline UDR UDR INC More: the full row for UDR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,015 shares; 2025Q1: 17,905 shares; 2025Q2: 17,670 shares; 2025Q3: 17,550 shares; 2025Q4: 17,450 shares 17,450 $640K 0.07% -100 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,034 shares; 2025Q1: 12,779 shares; 2025Q2: 12,046 shares; 2025Q3: 11,178 shares; 2025Q4: 11,181 shares 11,181 $603K 0.06% +3 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: restricted; 2024Q4: 10,337 shares; 2025Q1: 10,022 shares; 2025Q2: 10,022 shares; 2025Q3: 10,125 shares; 2025Q4: 11,184 shares 11,184 $601K 0.06% +1,059 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,105 shares; 2025Q1: 4,105 shares; 2025Q2: 3,680 shares; 2025Q3: 3,655 shares; 2025Q4: 3,655 shares 3,655 $586K 0.06% 0 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,144 shares; 2025Q1: 9,710 shares; 2025Q2: 9,710 shares; 2025Q3: 9,710 shares; 2025Q4: 9,710 shares 9,710 $558K 0.06% 0 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,294 shares; 2025Q3: 2,294 shares; 2025Q4: 2,294 shares 2,294 $556K 0.06% 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: restricted; 2024Q4: 1,280 shares; 2025Q1: 1,230 shares; 2025Q2: 1,230 shares; 2025Q3: 1,220 shares; 2025Q4: 1,220 shares 1,220 $520K 0.05% 0 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,410 shares; 2025Q1: 2,405 shares; 2025Q2: 2,405 shares; 2025Q3: 2,605 shares; 2025Q4: 2,605 shares 2,605 $509K 0.05% 0 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: restricted; 2024Q4: 1,969 shares; 2025Q1: 1,954 shares; 2025Q2: 1,754 shares; 2025Q3: 1,754 shares; 2025Q4: 1,754 shares 1,754 $506K 0.05% 0 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 955 shares; 2025Q1: 930 shares; 2025Q2: 905 shares; 2025Q3: 880 shares; 2025Q4: 880 shares 880 $502K 0.05% 0 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,626 shares; 2025Q1: 11,402 shares; 2025Q2: 11,382 shares; 2025Q3: 11,358 shares; 2025Q4: 10,705 shares 10,705 $498K 0.05% -653 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,487 shares; 2025Q1: 5,214 shares; 2025Q2: 5,213 shares; 2025Q3: 5,266 shares; 2025Q4: 5,214 shares 5,214 $488K 0.05% -52 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 918 shares; 2025Q1: 913 shares; 2025Q2: 882 shares; 2025Q3: 841 shares; 2025Q4: 841 shares 841 $487K 0.05% 0 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,126 shares; 2025Q1: 1,086 shares; 2025Q2: 1,052 shares; 2025Q3: 1,042 shares; 2025Q4: 1,043 shares 1,043 $486K 0.05% +1 Timeline BEN FRANKLIN TEMPLETON INC More: the full row for FRANKLIN TEMPLETON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21,945 shares; 2025Q1: 21,345 shares; 2025Q2: 21,345 shares; 2025Q3: 21,345 shares; 2025Q4: 19,611 shares 19,611 $469K 0.05% -1,734 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 562 shares; 2025Q1: 562 shares; 2025Q2: 494 shares; 2025Q3: 494 shares; 2025Q4: 541 shares 541 $467K 0.05% +47 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,137 shares; 2025Q1: 1,137 shares; 2025Q2: 1,137 shares; 2025Q3: 1,137 shares; 2025Q4: 1,137 shares 1,137 $436K 0.04% 0 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,863 shares; 2025Q1: 5,863 shares; 2025Q2: 5,244 shares; 2025Q3: 5,128 shares; 2025Q4: 4,988 shares 4,988 $436K 0.04% -140 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,449 shares; 2025Q1: 16,779 shares; 2025Q2: 16,779 shares; 2025Q3: 16,547 shares; 2025Q4: 17,407 shares 17,407 $432K 0.04% +860 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,113 shares; 2025Q1: 8,595 shares; 2025Q2: 8,326 shares; 2025Q3: 8,383 shares; 2025Q4: 8,141 shares 8,141 $431K 0.04% -242 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: restricted; 2024Q4: 5,714 shares; 2025Q1: 5,699 shares; 2025Q2: 5,644 shares; 2025Q3: 5,419 shares; 2025Q4: 5,419 shares 5,419 $428K 0.04% 0 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,090 shares; 2025Q1: 1,993 shares; 2025Q2: 1,752 shares; 2025Q3: 1,757 shares; 2025Q4: 1,687 shares 1,687 $423K 0.04% -70 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,929 shares; 2025Q1: 1,929 shares; 2025Q2: 1,904 shares; 2025Q3: 1,904 shares; 2025Q4: 1,904 shares 1,904 $418K 0.04% 0 Timeline NYT NEW YORK TIMES CO MTN BE More: the full row for NEW YORK TIMES CO MTN BE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,980 shares; 2025Q1: 5,980 shares; 2025Q2: 5,980 shares; 2025Q3: 5,980 shares; 2025Q4: 5,980 shares 5,980 $415K 0.04% 0 Timeline WTM WHITE MTNS INS GROUP LTD More: the full row for WHITE MTNS INS GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 199 shares; 2025Q1: 199 shares; 2025Q2: 199 shares; 2025Q3: 199 shares; 2025Q4: 199 shares 199 $414K 0.04% 0 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,485 shares; 2025Q1: 8,435 shares; 2025Q2: 8,385 shares; 2025Q3: 8,285 shares; 2025Q4: 8,285 shares 8,285 $408K 0.04% 0 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 23,393 shares; 2025Q1: 21,875 shares; 2025Q2: 17,188 shares; 2025Q3: 16,491 shares; 2025Q4: 15,991 shares 15,991 $398K 0.04% -500 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: restricted; 2024Q4: 1,911 shares; 2025Q1: 1,911 shares; 2025Q2: 1,911 shares; 2025Q3: 1,911 shares; 2025Q4: 1,911 shares 1,911 $392K 0.04% 0 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,557 shares; 2025Q1: 9,262 shares; 2025Q2: 8,016 shares; 2025Q3: 7,739 shares; 2025Q4: 7,388 shares 7,388 $390K 0.04% -351 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,105 shares; 2025Q1: 2,904 shares; 2025Q2: 2,904 shares; 2025Q3: 2,904 shares; 2025Q4: 3,379 shares 3,379 $390K 0.04% +475 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: restricted; 2024Q4: 5,741 shares; 2025Q1: 5,483 shares; 2025Q2: 5,510 shares; 2025Q3: 5,272 shares; 2025Q4: 4,780 shares 4,780 $379K 0.04% -492 Timeline GHC GRAHAM HLDGS CO More: the full row for GRAHAM HLDGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 346 shares; 2025Q1: 346 shares; 2025Q2: 346 shares; 2025Q3: 341 shares; 2025Q4: 332 shares 332 $365K 0.04% -9 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,662 shares; 2025Q1: 1,650 shares; 2025Q2: 1,650 shares; 2025Q3: 1,650 shares; 2025Q4: 1,650 shares 1,650 $358K 0.04% 0 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,100 shares; 2025Q1: 3,775 shares; 2025Q2: 3,775 shares; 2025Q3: 3,685 shares; 2025Q4: 4,460 shares 4,460 $358K 0.04% +775 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,351 shares; 2025Q4: 3,951 shares 3,951 $355K 0.04% -400 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,841 shares; 2025Q1: 4,804 shares; 2025Q2: 3,870 shares; 2025Q3: 3,664 shares; 2025Q4: 3,664 shares 3,664 $352K 0.04% 0 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,050 shares; 2025Q1: 3,050 shares; 2025Q2: 3,050 shares; 2025Q3: 3,050 shares; 2025Q4: 3,050 shares 3,050 $336K 0.03% 0 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,293 shares; 2025Q1: not reported; 2025Q2: 1,293 shares; 2025Q3: 1,293 shares; 2025Q4: 1,283 shares 1,283 $335K 0.03% -10 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,525 shares; 2025Q1: 2,525 shares; 2025Q2: 2,525 shares; 2025Q3: 2,525 shares; 2025Q4: 2,525 shares 2,525 $326K 0.03% 0 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,647 shares; 2025Q1: not reported; 2025Q2: 737 shares; 2025Q3: 737 shares; 2025Q4: 712 shares 712 $320K 0.03% -25 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,686 shares; 2025Q1: 4,353 shares; 2025Q2: 4,425 shares; 2025Q3: 4,748 shares; 2025Q4: 5,021 shares 5,021 $320K 0.03% +273 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,800 shares; 2025Q1: 1,800 shares; 2025Q2: 1,800 shares; 2025Q3: 1,800 shares; 2025Q4: 1,800 shares 1,800 $316K 0.03% 0 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: restricted; 2024Q4: 2,985 shares; 2025Q1: 2,956 shares; 2025Q2: 2,956 shares; 2025Q3: 2,931 shares; 2025Q4: 2,931 shares 2,931 $309K 0.03% 0 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,006 shares; 2025Q1: 3,006 shares; 2025Q2: 3,006 shares; 2025Q3: 3,056 shares; 2025Q4: 3,006 shares 3,006 $294K 0.03% -50 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,936 shares; 2025Q1: 1,836 shares; 2025Q2: 1,836 shares; 2025Q3: 1,836 shares; 2025Q4: 1,836 shares 1,836 $278K 0.03% 0 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,705 shares; 2025Q1: 1,706 shares; 2025Q2: 1,602 shares; 2025Q3: 1,602 shares; 2025Q4: 1,603 shares 1,603 $274K 0.03% +1 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 195 shares; 2025Q1: 195 shares; 2025Q2: 195 shares; 2025Q3: 195 shares; 2025Q4: 195 shares 195 $272K 0.03% 0 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,400 shares; 2025Q1: 3,400 shares; 2025Q2: 3,400 shares; 2025Q3: 3,400 shares; 2025Q4: 3,400 shares 3,400 $266K 0.03% 0 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: restricted; 2024Q4: 2,690 shares; 2025Q1: 2,690 shares; 2025Q2: 2,690 shares; 2025Q3: 2,690 shares; 2025Q4: 2,680 shares 2,680 $257K 0.03% -10 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 6,000 shares 6,000 $256K 0.03% +3,000 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3,048 shares; 2025Q2: 3,048 shares; 2025Q3: 3,048 shares; 2025Q4: 3,048 shares 3,048 $244K 0.03% 0 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: restricted; 2024Q4: 1,648 shares; 2025Q1: 1,316 shares; 2025Q2: 984 shares; 2025Q3: 984 shares; 2025Q4: 984 shares 984 $243K 0.02% 0 Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares 1,000 $242K 0.02% 0 Timeline BHRB BURKE HERBERT FINL SVCS CORP More: the full row for BURKE HERBERT FINL SVCS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,868 shares; 2025Q1: 4,028 shares; 2025Q2: 4,032 shares; 2025Q3: 4,036 shares; 2025Q4: 3,790 shares 3,790 $236K 0.02% -246 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 488 shares; 2025Q3: 488 shares; 2025Q4: 488 shares 488 $231K 0.02% 0 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,027 shares; 2025Q1: 2,027 shares; 2025Q2: 1,788 shares; 2025Q3: 1,738 shares; 2025Q4: 1,738 shares 1,738 $224K 0.02% 0 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,363 shares 4,363 $212K 0.02% new Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3,722 shares; 2025Q2: 3,672 shares; 2025Q3: 3,652 shares; 2025Q4: 3,652 shares 3,652 $211K 0.02% 0 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 653 shares; 2025Q4: 653 shares 653 $206K 0.02% 0 Timeline VWDRY VESTAS WIND SYSTEMS-UNSP ADR More: the full row for VESTAS WIND SYSTEMS-UNSP ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 19,355 shares; 2025Q1: 19,355 shares; 2025Q2: 19,355 shares; 2025Q3: 19,355 shares; 2025Q4: 19,355 shares 19,355 $174K 0.02% 0 Timeline