NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,488,809 shares; 2024Q4: 3,407,552 shares; 2025Q1: 3,345,115 shares; 2025Q2: 3,264,370 shares; 2025Q3: 3,232,261 shares; 2025Q4: 3,151,629 shares 3,151,629 $588M 9.07% -80,632 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: 1,065,244 shares; 2024Q4: 1,071,668 shares; 2025Q1: 1,057,456 shares; 2025Q2: 1,074,902 shares; 2025Q3: 1,072,750 shares; 2025Q4: 1,068,348 shares 1,068,348 $290M 4.48% -4,402 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: 445,186 shares; 2024Q4: 455,268 shares; 2025Q1: 462,410 shares; 2025Q2: 469,213 shares; 2025Q3: 467,248 shares; 2025Q4: 473,004 shares 473,004 $229M 3.53% +5,756 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: 302,324 shares; 2024Q4: 304,061 shares; 2025Q1: 304,114 shares; 2025Q2: 306,654 shares; 2025Q3: 305,040 shares; 2025Q4: 305,206 shares 305,206 $209M 3.23% +166 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: 604,538 shares; 2024Q4: 622,750 shares; 2025Q1: 634,245 shares; 2025Q2: 663,975 shares; 2025Q3: 663,224 shares; 2025Q4: 663,841 shares 663,841 $208M 3.21% +617 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: 190,047 shares; 2024Q4: 190,471 shares; 2025Q1: 189,111 shares; 2025Q2: 190,276 shares; 2025Q3: 190,812 shares; 2025Q4: 189,819 shares 189,819 $204M 3.15% -993 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: 519,772 shares; 2024Q4: 522,296 shares; 2025Q1: 496,785 shares; 2025Q2: 516,196 shares; 2025Q3: 497,513 shares; 2025Q4: 480,662 shares 480,662 $166M 2.57% -16,851 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,275,943 shares; 2024Q4: 1,260,911 shares; 2025Q1: 1,236,800 shares; 2025Q2: 1,207,932 shares; 2025Q3: 1,171,288 shares; 2025Q4: 1,160,528 shares 1,160,528 $154M 2.37% -10,760 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: 2,308,566 shares; 2024Q4: 2,431,678 shares; 2025Q1: 2,529,427 shares; 2025Q2: 2,655,067 shares; 2025Q3: 2,757,420 shares; 2025Q4: 2,913,609 shares 2,913,609 $148M 2.29% +156,189 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: 566,496 shares; 2024Q4: 585,909 shares; 2025Q1: 599,159 shares; 2025Q2: 606,742 shares; 2025Q3: 619,787 shares; 2025Q4: 633,493 shares 633,493 $146M 2.26% +13,706 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: 189,923 shares; 2024Q4: 191,258 shares; 2025Q1: 195,097 shares; 2025Q2: 200,452 shares; 2025Q3: 195,699 shares; 2025Q4: 195,972 shares 195,972 $129M 2% +273 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: 418,320 shares; 2024Q4: 417,182 shares; 2025Q1: 411,906 shares; 2025Q2: 410,131 shares; 2025Q3: 407,339 shares; 2025Q4: 399,413 shares 399,413 $129M 1.99% -7,926 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: 1,192,883 shares; 2024Q4: 1,221,306 shares; 2025Q1: 1,252,223 shares; 2025Q2: 1,285,599 shares; 2025Q3: 1,289,642 shares; 2025Q4: 1,306,463 shares 1,306,463 $126M 1.94% +16,821 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: 152,465 shares; 2024Q4: 158,434 shares; 2025Q1: 158,692 shares; 2025Q2: 158,132 shares; 2025Q3: 158,968 shares; 2025Q4: 157,557 shares 157,557 $107M 1.66% -1,411 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: 169,060 shares; 2024Q4: 170,345 shares; 2025Q1: 169,802 shares; 2025Q2: 171,719 shares; 2025Q3: 170,272 shares; 2025Q4: 176,207 shares 176,207 $101M 1.55% +5,935 Timeline JFLX J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,956,465 shares; 2025Q4: 1,997,360 shares 1,997,360 $100M 1.55% +40,895 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: 835,913 shares; 2024Q4: 844,600 shares; 2025Q1: 848,748 shares; 2025Q2: 852,733 shares; 2025Q3: 855,945 shares; 2025Q4: 872,745 shares 872,745 $97.2M 1.5% +16,800 Timeline TCHP T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,425,054 shares; 2024Q4: 1,560,592 shares; 2025Q1: 1,680,494 shares; 2025Q2: 1,759,213 shares; 2025Q3: 1,810,246 shares; 2025Q4: 1,946,936 shares 1,946,936 $97.1M 1.5% +136,690 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: 409,821 shares; 2024Q4: 411,135 shares; 2025Q1: 413,109 shares; 2025Q2: 421,479 shares; 2025Q3: 414,149 shares; 2025Q4: 415,327 shares 415,327 $94.9M 1.46% +1,178 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,502,826 shares; 2024Q4: 2,521,496 shares; 2025Q1: 2,565,371 shares; 2025Q2: 2,592,515 shares; 2025Q3: 2,516,853 shares; 2025Q4: 2,494,516 shares 2,494,516 $94.5M 1.46% -22,337 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: 93,652 shares; 2024Q4: 93,600 shares; 2025Q1: 95,246 shares; 2025Q2: 97,763 shares; 2025Q3: 97,870 shares; 2025Q4: 98,163 shares 98,163 $86.3M 1.33% +293 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: 655,248 shares; 2024Q4: 664,801 shares; 2025Q1: 683,704 shares; 2025Q2: 673,534 shares; 2025Q3: 679,188 shares; 2025Q4: 686,681 shares 686,681 $82.5M 1.27% +7,493 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: 113,170 shares; 2024Q4: 111,376 shares; 2025Q1: 111,742 shares; 2025Q2: 114,349 shares; 2025Q3: 114,440 shares; 2025Q4: 116,662 shares 116,662 $66.1M 1.02% +2,222 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: 70,347 shares; 2024Q4: 77,324 shares; 2025Q1: 105,747 shares; 2025Q2: 116,727 shares; 2025Q3: 120,540 shares; 2025Q4: 125,602 shares 125,602 $63.1M 0.97% +5,062 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: 283,074 shares; 2024Q4: 284,779 shares; 2025Q1: 286,379 shares; 2025Q2: 295,848 shares; 2025Q3: 289,521 shares; 2025Q4: 290,762 shares 290,762 $56.7M 0.87% +1,241 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: 299,099 shares; 2024Q4: 301,750 shares; 2025Q1: 299,314 shares; 2025Q2: 302,168 shares; 2025Q3: 302,892 shares; 2025Q4: 380,127 shares 380,127 $54.5M 0.84% +77,235 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: 6,203 shares; 2024Q4: 127,559 shares; 2025Q1: 185,907 shares; 2025Q2: 212,274 shares; 2025Q3: 220,334 shares; 2025Q4: 231,314 shares 231,314 $50.2M 0.77% +10,980 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: 131,347 shares; 2024Q4: 147,581 shares; 2025Q1: 165,234 shares; 2025Q2: 175,808 shares; 2025Q3: 190,572 shares; 2025Q4: 207,797 shares 207,797 $50.1M 0.77% +17,225 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 345,841 shares; 2024Q4: 437,665 shares; 2025Q1: 534,700 shares; 2025Q2: 558,229 shares; 2025Q3: 602,078 shares; 2025Q4: 647,157 shares 647,157 $49M 0.76% +45,079 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: 156,555 shares; 2024Q4: 158,109 shares; 2025Q1: 158,142 shares; 2025Q2: 157,760 shares; 2025Q3: 157,431 shares; 2025Q4: 156,454 shares 156,454 $46.3M 0.72% -977 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: 259,069 shares; 2024Q4: 321,652 shares; 2025Q1: 356,772 shares; 2025Q2: 443,775 shares; 2025Q3: 484,375 shares; 2025Q4: 493,799 shares 493,799 $43.7M 0.67% +9,424 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: 154,735 shares; 2024Q4: 158,925 shares; 2025Q1: 160,492 shares; 2025Q2: 156,566 shares; 2025Q3: 151,857 shares; 2025Q4: 153,081 shares 153,081 $41.5M 0.64% +1,224 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 207,774 shares; 2024Q4: 214,919 shares; 2025Q1: 231,815 shares; 2025Q2: 231,732 shares; 2025Q3: 245,360 shares; 2025Q4: 371,188 shares 371,188 $41.5M 0.64% +125,828 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: 68,575 shares; 2024Q4: 70,400 shares; 2025Q1: 68,462 shares; 2025Q2: 69,125 shares; 2025Q3: 68,500 shares; 2025Q4: 69,315 shares 69,315 $39.7M 0.61% +815 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: 356,273 shares; 2024Q4: 341,990 shares; 2025Q1: 371,526 shares; 2025Q2: 369,889 shares; 2025Q3: 367,399 shares; 2025Q4: 367,276 shares 367,276 $38.7M 0.6% -123 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: 236,183 shares; 2024Q4: 240,740 shares; 2025Q1: 240,188 shares; 2025Q2: 243,962 shares; 2025Q3: 244,538 shares; 2025Q4: 247,520 shares 247,520 $37.7M 0.58% +2,982 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: 115,274 shares; 2024Q4: 114,127 shares; 2025Q1: 114,324 shares; 2025Q2: 119,734 shares; 2025Q3: 119,397 shares; 2025Q4: 120,181 shares 120,181 $37.7M 0.58% +784 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: 281,445 shares; 2024Q4: 279,816 shares; 2025Q1: 288,192 shares; 2025Q2: 295,652 shares; 2025Q3: 282,446 shares; 2025Q4: 290,509 shares 290,509 $35M 0.54% +8,063 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 249,491 shares; 2024Q4: 271,199 shares; 2025Q1: 292,954 shares; 2025Q2: 319,398 shares; 2025Q3: 324,002 shares; 2025Q4: 323,830 shares 323,830 $33M 0.51% -172 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: 115,259 shares; 2024Q4: 129,781 shares; 2025Q1: 140,293 shares; 2025Q2: 152,988 shares; 2025Q3: 153,995 shares; 2025Q4: 167,732 shares 167,732 $32.7M 0.5% +13,737 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: 471,076 shares; 2024Q4: 467,047 shares; 2025Q1: 452,148 shares; 2025Q2: 445,271 shares; 2025Q3: 439,697 shares; 2025Q4: 420,921 shares 420,921 $32.4M 0.5% -18,776 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: 455,319 shares; 2024Q4: 457,023 shares; 2025Q1: 456,259 shares; 2025Q2: 457,179 shares; 2025Q3: 454,936 shares; 2025Q4: 457,958 shares 457,958 $32M 0.49% +3,022 Timeline CSMD PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 642,212 shares; 2025Q1: 759,773 shares; 2025Q2: 901,247 shares; 2025Q3: 938,148 shares; 2025Q4: 996,148 shares 996,148 $31.5M 0.49% +58,000 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: 157,390 shares; 2024Q4: 153,384 shares; 2025Q1: 150,664 shares; 2025Q2: 150,795 shares; 2025Q3: 150,206 shares; 2025Q4: 151,770 shares 151,770 $31.4M 0.48% +1,564 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: 223,414 shares; 2024Q4: 225,675 shares; 2025Q1: 246,937 shares; 2025Q2: 259,843 shares; 2025Q3: 261,107 shares; 2025Q4: 263,571 shares 263,571 $30.8M 0.47% +2,464 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: 129,582 shares; 2024Q4: 129,664 shares; 2025Q1: 132,567 shares; 2025Q2: 136,338 shares; 2025Q3: 134,846 shares; 2025Q4: 132,850 shares 132,850 $30.7M 0.47% -1,996 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: 48,814 shares; 2024Q4: 63,363 shares; 2025Q1: 69,103 shares; 2025Q2: 77,444 shares; 2025Q3: 100,029 shares; 2025Q4: 106,471 shares 106,471 $29.7M 0.46% +6,442 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: 140,295 shares; 2024Q4: 139,404 shares; 2025Q1: 143,072 shares; 2025Q2: 144,252 shares; 2025Q3: 141,379 shares; 2025Q4: 142,126 shares 142,126 $29.6M 0.46% +747 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: 111,953 shares; 2024Q4: 110,879 shares; 2025Q1: 81,274 shares; 2025Q2: 83,367 shares; 2025Q3: 83,121 shares; 2025Q4: 81,528 shares 81,528 $28.6M 0.44% -1,593 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: 24,538 shares; 2024Q4: 24,612 shares; 2025Q1: 23,868 shares; 2025Q2: 23,653 shares; 2025Q3: 77,909 shares; 2025Q4: 107,868 shares 107,868 $28.3M 0.44% +29,959 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: 53,370 shares; 2024Q4: 53,481 shares; 2025Q1: 54,177 shares; 2025Q2: 57,570 shares; 2025Q3: 57,329 shares; 2025Q4: 58,071 shares 58,071 $28.1M 0.43% +742 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: 126,748 shares; 2024Q4: 127,062 shares; 2025Q1: 126,778 shares; 2025Q2: 105,481 shares; 2025Q3: 96,971 shares; 2025Q4: 90,761 shares 90,761 $27.7M 0.43% -6,210 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: 47,989 shares; 2024Q4: 54,841 shares; 2025Q1: 91,772 shares; 2025Q2: 126,841 shares; 2025Q3: 119,026 shares; 2025Q4: 97,498 shares 97,498 $25.8M 0.4% -21,528 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: 88,041 shares; 2024Q4: 87,447 shares; 2025Q1: 88,229 shares; 2025Q2: 88,887 shares; 2025Q3: 89,018 shares; 2025Q4: 88,378 shares 88,378 $25.6M 0.4% -640 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 185,040 shares; 2024Q4: 187,344 shares; 2025Q1: 192,203 shares; 2025Q2: 190,355 shares; 2025Q3: 314,315 shares; 2025Q4: 319,813 shares 319,813 $25.3M 0.39% +5,498 Timeline CHDN CHURCHILL DOWNS INC More: the full row for CHURCHILL DOWNS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 222,093 shares; 2024Q4: 220,270 shares; 2025Q1: 214,230 shares; 2025Q2: 214,275 shares; 2025Q3: 216,599 shares; 2025Q4: 212,206 shares 212,206 $24.1M 0.37% -4,393 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: 6,650 shares; 2024Q4: 16,812 shares; 2025Q1: 34,573 shares; 2025Q2: 38,417 shares; 2025Q3: 40,729 shares; 2025Q4: 34,787 shares 34,787 $23.5M 0.36% -5,942 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: 226,370 shares; 2024Q4: 232,452 shares; 2025Q1: 259,523 shares; 2025Q2: 285,444 shares; 2025Q3: 285,274 shares; 2025Q4: 290,074 shares 290,074 $23.3M 0.36% +4,800 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: 164,200 shares; 2024Q4: 163,605 shares; 2025Q1: 176,499 shares; 2025Q2: 183,858 shares; 2025Q3: 187,726 shares; 2025Q4: 189,474 shares 189,474 $23.3M 0.36% +1,748 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: 344,406 shares; 2024Q4: 348,987 shares; 2025Q1: 353,010 shares; 2025Q2: 353,131 shares; 2025Q3: 352,999 shares; 2025Q4: 352,104 shares 352,104 $23.2M 0.36% -895 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: 68,727 shares; 2024Q4: 68,195 shares; 2025Q1: 69,460 shares; 2025Q2: 90,668 shares; 2025Q3: 89,752 shares; 2025Q4: 88,586 shares 88,586 $22.9M 0.35% -1,166 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: 120,827 shares; 2024Q4: 120,821 shares; 2025Q1: 121,909 shares; 2025Q2: 122,020 shares; 2025Q3: 121,908 shares; 2025Q4: 120,913 shares 120,913 $22.2M 0.34% -995 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: 446,662 shares; 2024Q4: 438,838 shares; 2025Q1: 430,033 shares; 2025Q2: 424,014 shares; 2025Q3: 410,307 shares; 2025Q4: 395,372 shares 395,372 $21.7M 0.34% -14,935 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 600,716 shares; 2024Q4: 599,985 shares; 2025Q1: 390,173 shares; 2025Q2: 333,046 shares; 2025Q3: 312,324 shares; 2025Q4: 255,604 shares 255,604 $21.7M 0.34% -56,720 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: 58,676 shares; 2024Q4: 58,753 shares; 2025Q1: 58,349 shares; 2025Q2: 58,936 shares; 2025Q3: 58,930 shares; 2025Q4: 61,319 shares 61,319 $20.6M 0.32% +2,389 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: 84,922 shares; 2024Q4: 84,541 shares; 2025Q1: 84,190 shares; 2025Q2: 82,487 shares; 2025Q3: 81,489 shares; 2025Q4: 81,413 shares 81,413 $20M 0.31% -76 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: 3,730 shares; 2024Q4: 3,448 shares; 2025Q1: 3,101 shares; 2025Q2: 3,249 shares; 2025Q3: 3,307 shares; 2025Q4: 59,674 shares 59,674 $19.3M 0.3% +56,367 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: 126,595 shares; 2024Q4: 125,830 shares; 2025Q1: 124,833 shares; 2025Q2: 119,918 shares; 2025Q3: 123,244 shares; 2025Q4: 125,650 shares 125,650 $19.3M 0.3% +2,406 Timeline MTUM 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: 91,040 shares; 2024Q4: 88,740 shares; 2025Q1: 84,237 shares; 2025Q2: 82,068 shares; 2025Q3: 79,809 shares; 2025Q4: 74,748 shares 74,748 $18.7M 0.29% -5,061 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: 39,532 shares; 2024Q4: 39,345 shares; 2025Q1: 38,851 shares; 2025Q2: 38,846 shares; 2025Q3: 38,605 shares; 2025Q4: 39,801 shares 39,801 $18.5M 0.29% +1,196 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: 1,124 shares; 2024Q4: 2,452 shares; 2025Q1: 2,661 shares; 2025Q2: 2,505 shares; 2025Q3: 18,520 shares; 2025Q4: 27,534 shares 27,534 $18.2M 0.28% +9,014 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: 43,927 shares; 2024Q4: 46,477 shares; 2025Q1: 48,337 shares; 2025Q2: 52,816 shares; 2025Q3: 51,732 shares; 2025Q4: 52,850 shares 52,850 $18.2M 0.28% +1,118 Timeline IBDS 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: 485,665 shares; 2024Q4: 573,363 shares; 2025Q1: 598,941 shares; 2025Q2: 643,728 shares; 2025Q3: 708,656 shares; 2025Q4: 741,655 shares 741,655 $18M 0.28% +32,999 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,145 shares; 2024Q4: 2,121 shares; 2025Q1: 2,155 shares; 2025Q2: 70,309 shares; 2025Q3: 76,646 shares; 2025Q4: 82,097 shares 82,097 $17.8M 0.27% +5,451 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,424 shares; 2024Q4: 5,061 shares; 2025Q1: 5,042 shares; 2025Q2: 225,985 shares; 2025Q3: 245,711 shares; 2025Q4: 254,153 shares 254,153 $17.6M 0.27% +8,442 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: 208,370 shares; 2024Q4: 209,644 shares; 2025Q1: 213,893 shares; 2025Q2: 213,932 shares; 2025Q3: 216,666 shares; 2025Q4: 219,553 shares 219,553 $17.6M 0.27% +2,887 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: 386 shares; 2024Q4: 391 shares; 2025Q1: 21,535 shares; 2025Q2: 30,133 shares; 2025Q3: 31,451 shares; 2025Q4: 110,348 shares 110,348 $16.9M 0.26% +78,897 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: 61,939 shares; 2024Q4: 64,042 shares; 2025Q1: 69,681 shares; 2025Q2: 78,219 shares; 2025Q3: 83,766 shares; 2025Q4: 83,113 shares 83,113 $16.9M 0.26% -653 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 87,311 shares; 2025Q2: 97,567 shares; 2025Q3: 98,234 shares; 2025Q4: 98,552 shares 98,552 $16.9M 0.26% +318 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: 29,158 shares; 2024Q4: 29,254 shares; 2025Q1: 28,507 shares; 2025Q2: 27,548 shares; 2025Q3: 26,721 shares; 2025Q4: 26,856 shares 26,856 $16.8M 0.26% +135 Timeline IBDR 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: 561,339 shares; 2024Q4: 618,756 shares; 2025Q1: 632,666 shares; 2025Q2: 622,087 shares; 2025Q3: 657,888 shares; 2025Q4: 660,350 shares 660,350 $16M 0.25% +2,462 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: 312,171 shares; 2024Q4: 301,670 shares; 2025Q1: 299,021 shares; 2025Q2: 239,326 shares; 2025Q3: 238,562 shares; 2025Q4: 232,613 shares 232,613 $15.6M 0.24% -5,949 Timeline BF-B BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 618,258 shares; 2024Q4: 582,958 shares; 2025Q1: 585,323 shares; 2025Q2: 585,323 shares; 2025Q3: 581,481 shares; 2025Q4: 575,122 shares 575,122 $15M 0.23% -6,359 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: 25,838 shares; 2024Q4: 27,804 shares; 2025Q1: 27,112 shares; 2025Q2: 27,454 shares; 2025Q3: 28,533 shares; 2025Q4: 28,675 shares 28,675 $15M 0.23% +142 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,835 shares; 2025Q2: 13,713 shares; 2025Q3: 13,605 shares; 2025Q4: 13,943 shares 13,943 $14.9M 0.23% +338 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: 89,430 shares; 2024Q4: 90,133 shares; 2025Q1: 94,568 shares; 2025Q2: 97,166 shares; 2025Q3: 99,848 shares; 2025Q4: 97,856 shares 97,856 $14.6M 0.22% -1,992 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: 41,790 shares; 2024Q4: 41,544 shares; 2025Q1: 39,111 shares; 2025Q2: 39,242 shares; 2025Q3: 39,173 shares; 2025Q4: 38,775 shares 38,775 $14.5M 0.22% -398 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,519 shares; 2024Q4: 34,031 shares; 2025Q1: 33,671 shares; 2025Q2: 33,216 shares; 2025Q3: 32,835 shares; 2025Q4: 32,327 shares 32,327 $14.4M 0.22% -508 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: 32,867 shares; 2024Q4: 28,776 shares; 2025Q1: 26,853 shares; 2025Q2: 23,511 shares; 2025Q3: 24,142 shares; 2025Q4: 24,214 shares 24,214 $14M 0.22% +72 Timeline SUB 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: 26,626 shares; 2024Q4: 30,998 shares; 2025Q1: 53,367 shares; 2025Q2: 55,382 shares; 2025Q3: 60,041 shares; 2025Q4: 130,662 shares 130,662 $13.9M 0.22% +70,621 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: 40,525 shares; 2024Q4: 37,110 shares; 2025Q1: 40,478 shares; 2025Q2: 38,329 shares; 2025Q3: 38,133 shares; 2025Q4: 53,692 shares 53,692 $13.8M 0.21% +15,559 Timeline IBDT 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: 205,280 shares; 2024Q4: 375,097 shares; 2025Q1: 409,236 shares; 2025Q2: 479,654 shares; 2025Q3: 508,868 shares; 2025Q4: 538,628 shares 538,628 $13.7M 0.21% +29,760 Timeline BF-A BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 505,454 shares; 2024Q4: 501,191 shares; 2025Q1: 501,594 shares; 2025Q2: 501,594 shares; 2025Q3: 504,279 shares; 2025Q4: 503,983 shares 503,983 $13.3M 0.2% -296 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: 89,787 shares; 2024Q4: 87,791 shares; 2025Q1: 86,922 shares; 2025Q2: 90,060 shares; 2025Q3: 89,853 shares; 2025Q4: 89,910 shares 89,910 $12.9M 0.2% +57 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: 12,331 shares; 2024Q4: 14,214 shares; 2025Q1: 14,604 shares; 2025Q2: 14,985 shares; 2025Q3: 15,939 shares; 2025Q4: 15,939 shares 15,939 $12.9M 0.2% 0 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,203 shares; 2024Q4: 73,708 shares; 2025Q1: 178,455 shares; 2025Q2: 202,268 shares; 2025Q3: 235,738 shares; 2025Q4: 258,197 shares 258,197 $12.8M 0.2% +22,459 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: 7,403 shares; 2024Q4: 7,816 shares; 2025Q1: 8,275 shares; 2025Q2: 137,580 shares; 2025Q3: 137,384 shares; 2025Q4: 138,435 shares 138,435 $12.6M 0.19% +1,051 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: 10,994 shares; 2024Q4: 10,696 shares; 2025Q1: 10,389 shares; 2025Q2: 7,258 shares; 2025Q3: 6,878 shares; 2025Q4: 69,996 shares 69,996 $12.6M 0.19% +63,118 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: 151 shares; 2024Q4: 83 shares; 2025Q1: 952 shares; 2025Q2: 1,800 shares; 2025Q3: 2,076 shares; 2025Q4: 2,327 shares 2,327 $12.5M 0.19% +251 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: 2,421 shares; 2024Q4: 2,430 shares; 2025Q1: 3,518 shares; 2025Q2: 3,897 shares; 2025Q3: 103,427 shares; 2025Q4: 66,443 shares 66,443 $12.3M 0.19% -36,984 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: 109,788 shares; 2024Q4: 110,424 shares; 2025Q1: 115,869 shares; 2025Q2: 119,875 shares; 2025Q3: 121,569 shares; 2025Q4: 116,646 shares 116,646 $12.2M 0.19% -4,923 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: 102,676 shares; 2024Q4: 103,034 shares; 2025Q1: 107,062 shares; 2025Q2: 114,378 shares; 2025Q3: 119,839 shares; 2025Q4: 122,371 shares 122,371 $12.2M 0.19% +2,532 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: 60,542 shares; 2024Q4: 59,100 shares; 2025Q1: 59,958 shares; 2025Q2: 59,801 shares; 2025Q3: 59,787 shares; 2025Q4: 58,314 shares 58,314 $12.2M 0.19% -1,473 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: 74,800 shares; 2024Q4: 74,090 shares; 2025Q1: 74,354 shares; 2025Q2: 75,004 shares; 2025Q3: 73,428 shares; 2025Q4: 75,605 shares 75,605 $12.1M 0.19% +2,177 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: 170,537 shares; 2024Q4: 173,977 shares; 2025Q1: 202,409 shares; 2025Q2: 208,310 shares; 2025Q3: 207,838 shares; 2025Q4: 201,336 shares 201,336 $11.8M 0.18% -6,502 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: 97,753 shares; 2024Q4: 64,341 shares; 2025Q1: 55,766 shares; 2025Q2: 45,142 shares; 2025Q3: 43,637 shares; 2025Q4: 40,290 shares 40,290 $11.6M 0.18% -3,347 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: 328,692 shares; 2024Q4: 323,957 shares; 2025Q1: 335,214 shares; 2025Q2: 341,767 shares; 2025Q3: 136,965 shares; 2025Q4: 124,580 shares 124,580 $11.6M 0.18% -12,385 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: 89,495 shares; 2024Q4: 93,316 shares; 2025Q1: 90,421 shares; 2025Q2: 91,228 shares; 2025Q3: 90,854 shares; 2025Q4: 91,348 shares 91,348 $11.4M 0.18% +494 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: 8,752 shares; 2024Q4: 9,496 shares; 2025Q1: 9,643 shares; 2025Q2: 11,127 shares; 2025Q3: 12,425 shares; 2025Q4: 13,260 shares 13,260 $11.4M 0.18% +835 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: 415,544 shares; 2024Q4: 357,562 shares; 2025Q1: 176,908 shares; 2025Q2: 150,556 shares; 2025Q3: 134,155 shares; 2025Q4: 131,430 shares 131,430 $11.2M 0.17% -2,725 Timeline USRT 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: 216,913 shares; 2024Q4: 214,536 shares; 2025Q1: 217,828 shares; 2025Q2: 197,182 shares; 2025Q3: 199,172 shares; 2025Q4: 194,654 shares 194,654 $11.1M 0.17% -4,518 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: 69,387 shares; 2024Q4: 58,054 shares; 2025Q1: 50,484 shares; 2025Q2: 47,575 shares; 2025Q3: 43,679 shares; 2025Q4: 35,034 shares 35,034 $10.9M 0.17% -8,645 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: 3,870 shares; 2024Q4: 3,844 shares; 2025Q1: 49,063 shares; 2025Q2: 56,847 shares; 2025Q3: 59,107 shares; 2025Q4: 40,459 shares 40,459 $10.9M 0.17% -18,648 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: 521,055 shares; 2024Q4: 420,530 shares; 2025Q1: 493,600 shares; 2025Q2: 464,834 shares; 2025Q3: 443,853 shares; 2025Q4: 434,919 shares 434,919 $10.8M 0.17% -8,934 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: 74,982 shares; 2024Q4: 70,873 shares; 2025Q1: 84,277 shares; 2025Q2: 86,517 shares; 2025Q3: 58,986 shares; 2025Q4: 53,119 shares 53,119 $10.3M 0.16% -5,867 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,990 shares; 2024Q4: 1,991 shares; 2025Q1: 1,991 shares; 2025Q2: 1,992 shares; 2025Q3: 35,536 shares; 2025Q4: 32,052 shares 32,052 $10.3M 0.16% -3,484 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: 24,740 shares; 2024Q4: 99,050 shares; 2025Q1: 187,199 shares; 2025Q2: 184,358 shares; 2025Q3: 185,132 shares; 2025Q4: 152,420 shares 152,420 $9.71M 0.15% -32,712 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119,209 shares; 2024Q4: 120,276 shares; 2025Q1: 130,587 shares; 2025Q2: 131,610 shares; 2025Q3: 129,177 shares; 2025Q4: 128,036 shares 128,036 $9.48M 0.15% -1,141 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 298,922 shares; 2024Q4: 287,247 shares; 2025Q1: 281,855 shares; 2025Q2: 242,316 shares; 2025Q3: 233,252 shares; 2025Q4: 92,323 shares 92,323 $9.02M 0.14% -140,929 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: 743,784 shares; 2024Q4: 835,866 shares; 2025Q1: 845,263 shares; 2025Q2: 846,550 shares; 2025Q3: 279,207 shares; 2025Q4: 244,244 shares 244,244 $8.85M 0.14% -34,963 Timeline IBDU 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: 91,700 shares; 2024Q4: 162,236 shares; 2025Q1: 195,836 shares; 2025Q2: 277,086 shares; 2025Q3: 331,601 shares; 2025Q4: 371,300 shares 371,300 $8.69M 0.13% +39,699 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: 26,898 shares; 2024Q4: 30,635 shares; 2025Q1: 32,744 shares; 2025Q2: 33,997 shares; 2025Q3: 32,127 shares; 2025Q4: 32,935 shares 32,935 $8.46M 0.13% +808 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: 49,657 shares; 2024Q4: 52,040 shares; 2025Q1: 50,729 shares; 2025Q2: 53,806 shares; 2025Q3: 54,122 shares; 2025Q4: 51,412 shares 51,412 $8.37M 0.13% -2,710 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: 217,467 shares; 2024Q4: 219,983 shares; 2025Q1: 110,510 shares; 2025Q2: 80,667 shares; 2025Q3: 67,886 shares; 2025Q4: 62,096 shares 62,096 $8.24M 0.13% -5,790 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: 10,115 shares; 2024Q4: 10,843 shares; 2025Q1: 14,279 shares; 2025Q2: 19,760 shares; 2025Q3: 23,754 shares; 2025Q4: 25,082 shares 25,082 $7.99M 0.12% +1,328 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: 26,982 shares; 2024Q4: 26,066 shares; 2025Q1: 26,350 shares; 2025Q2: 26,574 shares; 2025Q3: 26,879 shares; 2025Q4: 24,627 shares 24,627 $7.75M 0.12% -2,252 Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,227 shares; 2024Q4: 46,177 shares; 2025Q1: 46,177 shares; 2025Q2: 46,277 shares; 2025Q3: 46,467 shares; 2025Q4: 46,574 shares 46,574 $7.73M 0.12% +107 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: 27,410 shares; 2024Q4: 28,190 shares; 2025Q1: 29,213 shares; 2025Q2: 26,793 shares; 2025Q3: 31,993 shares; 2025Q4: 34,987 shares 34,987 $7.49M 0.12% +2,994 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: 16,169 shares; 2024Q4: 15,860 shares; 2025Q1: 15,553 shares; 2025Q2: 15,548 shares; 2025Q3: 15,150 shares; 2025Q4: 15,224 shares 15,224 $7.46M 0.12% +74 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 118,734 shares; 2024Q4: 119,208 shares; 2025Q1: 119,355 shares; 2025Q2: 83,235 shares; 2025Q3: 84,100 shares; 2025Q4: 86,225 shares 86,225 $7.36M 0.11% +2,125 Timeline IBDV 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: 33,500 shares; 2024Q4: 66,500 shares; 2025Q1: 131,756 shares; 2025Q2: 194,506 shares; 2025Q3: 252,595 shares; 2025Q4: 322,229 shares 322,229 $7.11M 0.11% +69,634 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: 3,866 shares; 2024Q4: 5,552 shares; 2025Q1: 6,949 shares; 2025Q2: 12,475 shares; 2025Q3: 14,773 shares; 2025Q4: 16,460 shares 16,460 $6.95M 0.11% +1,687 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: 69,860 shares; 2024Q4: 70,323 shares; 2025Q1: 78,491 shares; 2025Q2: 81,805 shares; 2025Q3: 83,327 shares; 2025Q4: 86,586 shares 86,586 $6.9M 0.11% +3,259 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: 10 shares; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: 10 shares; 2025Q3: 9 shares; 2025Q4: 9 shares 9 $6.79M 0.1% 0 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,383 shares; 2024Q4: 30,903 shares; 2025Q1: 25,261 shares; 2025Q2: 27,350 shares; 2025Q3: 26,855 shares; 2025Q4: 37,959 shares 37,959 $6.73M 0.1% +11,104 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: 18,130 shares; 2024Q4: 17,305 shares; 2025Q1: 16,822 shares; 2025Q2: 17,129 shares; 2025Q3: 17,410 shares; 2025Q4: 18,028 shares 18,028 $6.67M 0.1% +618 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: 46,514 shares; 2024Q4: 47,310 shares; 2025Q1: 49,097 shares; 2025Q2: 48,853 shares; 2025Q3: 47,227 shares; 2025Q4: 46,962 shares 46,962 $6.63M 0.1% -265 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 139,217 shares; 2024Q4: 134,471 shares; 2025Q1: 128,013 shares; 2025Q2: 126,905 shares; 2025Q3: 126,592 shares; 2025Q4: 118,526 shares 118,526 $6.48M 0.1% -8,066 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: 14,454 shares; 2024Q4: 21,816 shares; 2025Q1: 22,128 shares; 2025Q2: 22,128 shares; 2025Q3: 22,334 shares; 2025Q4: 44,668 shares 44,668 $6.43M 0.1% +22,334 Timeline IBDW 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: 149,764 shares; 2025Q1: 167,136 shares; 2025Q2: 199,136 shares; 2025Q3: 243,276 shares; 2025Q4: 302,427 shares 302,427 $6.4M 0.1% +59,151 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: 324,530 shares; 2024Q4: 322,548 shares; 2025Q1: 178,009 shares; 2025Q2: 114,352 shares; 2025Q3: 99,526 shares; 2025Q4: 74,088 shares 74,088 $6.24M 0.1% -25,438 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: 20,060 shares; 2024Q4: 18,408 shares; 2025Q1: 14,198 shares; 2025Q2: 115,283 shares; 2025Q3: 140,090 shares; 2025Q4: 70,005 shares 70,005 $6.1M 0.09% -70,085 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: 47,885 shares; 2024Q4: 47,793 shares; 2025Q1: 48,465 shares; 2025Q2: 49,570 shares; 2025Q3: 44,633 shares; 2025Q4: 34,192 shares 34,192 $6.07M 0.09% -10,441 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: 28,389 shares; 2024Q4: 30,868 shares; 2025Q1: 30,874 shares; 2025Q2: 32,556 shares; 2025Q3: 33,659 shares; 2025Q4: 34,674 shares 34,674 $5.93M 0.09% +1,015 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,000 shares; 2024Q4: 35,000 shares; 2025Q1: 42,500 shares; 2025Q2: 42,500 shares; 2025Q3: 42,500 shares; 2025Q4: 42,500 shares 42,500 $5.92M 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: 318,079 shares; 2024Q4: 312,262 shares; 2025Q1: 308,529 shares; 2025Q2: 303,329 shares; 2025Q3: 142,274 shares; 2025Q4: 79,336 shares 79,336 $5.85M 0.09% -62,938 Timeline SHY 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: 90,225 shares; 2024Q4: 82,860 shares; 2025Q1: 70,475 shares; 2025Q2: 72,397 shares; 2025Q3: 71,067 shares; 2025Q4: 70,086 shares 70,086 $5.8M 0.09% -981 Timeline TFLO 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: 23,774 shares; 2025Q3: 105,962 shares; 2025Q4: 113,416 shares 113,416 $5.72M 0.09% +7,454 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: 102,531 shares; 2024Q4: 106,780 shares; 2025Q1: 106,425 shares; 2025Q2: 105,606 shares; 2025Q3: 102,386 shares; 2025Q4: 102,129 shares 102,129 $5.51M 0.08% -257 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: 10,154 shares; 2024Q4: 11,204 shares; 2025Q1: 11,971 shares; 2025Q2: 11,851 shares; 2025Q3: 12,171 shares; 2025Q4: 12,165 shares 12,165 $5.4M 0.08% -6 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: 36,372 shares; 2024Q4: 41,935 shares; 2025Q1: 48,124 shares; 2025Q2: 50,728 shares; 2025Q3: 51,109 shares; 2025Q4: 53,894 shares 53,894 $5.38M 0.08% +2,785 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: 34,385 shares; 2024Q4: 35,175 shares; 2025Q1: 35,122 shares; 2025Q2: 33,370 shares; 2025Q3: 33,314 shares; 2025Q4: 33,419 shares 33,419 $5.35M 0.08% +105 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,438 shares; 2024Q4: 4,315 shares; 2025Q1: 4,259 shares; 2025Q2: 4,577 shares; 2025Q3: 4,596 shares; 2025Q4: 8,709 shares 8,709 $5.35M 0.08% +4,113 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: 8,797 shares; 2024Q4: 23,280 shares; 2025Q1: 41,562 shares; 2025Q2: 52,434 shares; 2025Q3: 59,443 shares; 2025Q4: 63,380 shares 63,380 $5.31M 0.08% +3,937 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: 5,090 shares; 2024Q4: 5,089 shares; 2025Q1: 5,089 shares; 2025Q2: 21,207 shares; 2025Q3: 20,990 shares; 2025Q4: 21,303 shares 21,303 $5.16M 0.08% +313 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: 58,197 shares; 2024Q4: 57,643 shares; 2025Q1: 57,244 shares; 2025Q2: 58,300 shares; 2025Q3: 57,465 shares; 2025Q4: 51,646 shares 51,646 $5.12M 0.08% -5,819 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: 54,081 shares; 2024Q4: 54,096 shares; 2025Q1: 53,041 shares; 2025Q2: 52,849 shares; 2025Q3: 49,853 shares; 2025Q4: 51,579 shares 51,579 $4.95M 0.08% +1,726 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: 53,116 shares; 2024Q4: 51,495 shares; 2025Q1: 50,343 shares; 2025Q2: 46,521 shares; 2025Q3: 44,597 shares; 2025Q4: 43,053 shares 43,053 $4.9M 0.08% -1,544 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: 16,533 shares; 2024Q4: 16,807 shares; 2025Q1: 17,271 shares; 2025Q2: 17,253 shares; 2025Q3: 17,939 shares; 2025Q4: 17,787 shares 17,787 $4.9M 0.08% -152 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: 1,945 shares; 2024Q4: 3,783 shares; 2025Q1: 3,814 shares; 2025Q2: 4,103 shares; 2025Q3: 4,625 shares; 2025Q4: 4,545 shares 4,545 $4.86M 0.08% -80 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: 120,134 shares; 2024Q4: 116,693 shares; 2025Q1: 114,280 shares; 2025Q2: 104,328 shares; 2025Q3: 93,687 shares; 2025Q4: 89,994 shares 89,994 $4.8M 0.07% -3,693 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: 31,415 shares; 2024Q4: 32,020 shares; 2025Q1: 30,493 shares; 2025Q2: 40,539 shares; 2025Q3: 40,202 shares; 2025Q4: 38,866 shares 38,866 $4.79M 0.07% -1,336 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,506 shares; 2025Q3: 10,952 shares; 2025Q4: 13,218 shares 13,218 $4.67M 0.07% +2,266 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: 68,980 shares; 2024Q4: 65,006 shares; 2025Q1: 69,427 shares; 2025Q2: 64,435 shares; 2025Q3: 55,621 shares; 2025Q4: 33,565 shares 33,565 $4.63M 0.07% -22,056 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: 9,226 shares; 2024Q4: 9,226 shares; 2025Q1: 9,227 shares; 2025Q2: 9,089 shares; 2025Q3: 9,893 shares; 2025Q4: 9,032 shares 9,032 $4.61M 0.07% -861 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: 129,281 shares; 2024Q4: 128,315 shares; 2025Q1: 128,554 shares; 2025Q2: 104,642 shares; 2025Q3: 84,762 shares; 2025Q4: 85,783 shares 85,783 $4.61M 0.07% +1,021 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,064 shares; 2024Q4: 39,857 shares; 2025Q1: 39,892 shares; 2025Q2: 39,892 shares; 2025Q3: 39,520 shares; 2025Q4: 38,560 shares 38,560 $4.52M 0.07% -960 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: 70,059 shares; 2024Q4: 63,903 shares; 2025Q1: 63,781 shares; 2025Q2: 72,719 shares; 2025Q3: 73,233 shares; 2025Q4: 76,906 shares 76,906 $4.43M 0.07% +3,673 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: 15,986 shares; 2024Q4: 15,926 shares; 2025Q1: 16,216 shares; 2025Q2: 20,671 shares; 2025Q3: 20,353 shares; 2025Q4: 20,967 shares 20,967 $4.41M 0.07% +614 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: 9,319 shares; 2024Q4: 12,299 shares; 2025Q1: 12,248 shares; 2025Q2: 14,484 shares; 2025Q3: 16,436 shares; 2025Q4: 18,535 shares 18,535 $4.22M 0.07% +2,099 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: 16,086 shares; 2024Q4: 29,714 shares; 2025Q1: 65,035 shares; 2025Q2: 69,173 shares; 2025Q3: 67,565 shares; 2025Q4: 81,556 shares 81,556 $4.1M 0.06% +13,991 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: 25,877 shares; 2024Q4: 27,065 shares; 2025Q1: 26,373 shares; 2025Q2: 26,513 shares; 2025Q3: 26,448 shares; 2025Q4: 26,422 shares 26,422 $4.07M 0.06% -26 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: 16,166 shares; 2024Q4: 15,972 shares; 2025Q1: 15,690 shares; 2025Q2: 15,896 shares; 2025Q3: 15,872 shares; 2025Q4: 15,422 shares 15,422 $3.97M 0.06% -450 Timeline SYBT STOCK YDS BANCORP INC More: the full row for STOCK YDS BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,136 shares; 2024Q4: 56,036 shares; 2025Q1: 55,986 shares; 2025Q2: 59,736 shares; 2025Q3: 59,712 shares; 2025Q4: 60,190 shares 60,190 $3.91M 0.06% +478 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: 19,187 shares; 2024Q4: 19,517 shares; 2025Q1: 18,235 shares; 2025Q2: 18,949 shares; 2025Q3: 19,870 shares; 2025Q4: 20,387 shares 20,387 $3.89M 0.06% +517 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: 11,536 shares; 2024Q4: 11,750 shares; 2025Q1: 12,559 shares; 2025Q2: 11,935 shares; 2025Q3: 12,262 shares; 2025Q4: 12,316 shares 12,316 $3.79M 0.06% +54 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: 10,235 shares; 2024Q4: 11,228 shares; 2025Q1: 9,904 shares; 2025Q2: 10,460 shares; 2025Q3: 11,074 shares; 2025Q4: 11,159 shares 11,159 $3.76M 0.06% +85 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: 136,912 shares; 2024Q4: 119,102 shares; 2025Q1: 99,583 shares; 2025Q2: 95,212 shares; 2025Q3: 93,489 shares; 2025Q4: 90,458 shares 90,458 $3.68M 0.06% -3,031 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,727 shares; 2024Q4: 44,724 shares; 2025Q1: 44,740 shares; 2025Q2: 46,074 shares; 2025Q3: 46,074 shares; 2025Q4: 46,126 shares 46,126 $3.57M 0.06% +52 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: 47,796 shares; 2024Q4: 49,572 shares; 2025Q1: 51,836 shares; 2025Q2: 15,431 shares; 2025Q3: 11,166 shares; 2025Q4: 10,684 shares 10,684 $3.53M 0.05% -482 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: 19,478 shares; 2024Q4: 19,174 shares; 2025Q1: 19,421 shares; 2025Q2: 28,673 shares; 2025Q3: 28,935 shares; 2025Q4: 29,838 shares 29,838 $3.5M 0.05% +903 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: 34,561 shares; 2024Q4: 34,546 shares; 2025Q1: 35,590 shares; 2025Q2: 37,853 shares; 2025Q3: 42,702 shares; 2025Q4: 43,218 shares 43,218 $3.49M 0.05% +516 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: 7,801 shares; 2024Q4: 7,753 shares; 2025Q1: 7,561 shares; 2025Q2: 7,526 shares; 2025Q3: 7,526 shares; 2025Q4: 7,331 shares 7,331 $3.47M 0.05% -195 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: 14,165 shares; 2024Q4: 24,621 shares; 2025Q1: 16,211 shares; 2025Q2: 13,700 shares; 2025Q3: 13,666 shares; 2025Q4: 17,120 shares 17,120 $3.42M 0.05% +3,454 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: 1,770 shares; 2024Q4: 1,710 shares; 2025Q1: 1,655 shares; 2025Q2: 1,640 shares; 2025Q3: 1,584 shares; 2025Q4: 1,584 shares 1,584 $3.41M 0.05% 0 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: 15,038 shares; 2024Q4: 14,275 shares; 2025Q1: 14,217 shares; 2025Q2: 14,228 shares; 2025Q3: 14,304 shares; 2025Q4: 13,724 shares 13,724 $3.38M 0.05% -580 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: 30,845 shares; 2024Q4: 25,047 shares; 2025Q1: 23,844 shares; 2025Q2: 23,819 shares; 2025Q3: 23,819 shares; 2025Q4: 23,934 shares 23,934 $3.28M 0.05% +115 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: 14,768 shares; 2024Q4: 14,216 shares; 2025Q1: 14,051 shares; 2025Q2: 13,791 shares; 2025Q3: 13,932 shares; 2025Q4: 13,899 shares 13,899 $3.18M 0.05% -33 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,738 shares; 2024Q4: 6,890 shares; 2025Q1: 6,920 shares; 2025Q2: 7,076 shares; 2025Q3: 6,981 shares; 2025Q4: 7,005 shares 7,005 $3.18M 0.05% +24 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: 13,052 shares; 2024Q4: 9,268 shares; 2025Q1: 8,500 shares; 2025Q2: 5,957 shares; 2025Q3: 5,428 shares; 2025Q4: 5,247 shares 5,247 $3.17M 0.05% -181 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: 58,080 shares; 2024Q4: 57,664 shares; 2025Q1: 56,924 shares; 2025Q2: 59,962 shares; 2025Q3: 59,088 shares; 2025Q4: 58,603 shares 58,603 $3.15M 0.05% -485 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: 10,693 shares; 2024Q4: 10,762 shares; 2025Q1: 10,763 shares; 2025Q2: 11,535 shares; 2025Q3: 11,969 shares; 2025Q4: 7,283 shares 7,283 $3.11M 0.05% -4,686 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: 369,673 shares; 2024Q4: 113,035 shares; 2025Q1: 100,678 shares; 2025Q2: 88,383 shares; 2025Q3: 84,390 shares; 2025Q4: 83,696 shares 83,696 $3.09M 0.05% -694 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: 3,046 shares; 2024Q4: 3,071 shares; 2025Q1: 3,515 shares; 2025Q2: 3,978 shares; 2025Q3: 3,968 shares; 2025Q4: 3,971 shares 3,971 $3.07M 0.05% +3 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: 113,626 shares; 2024Q4: 98,847 shares; 2025Q1: 97,321 shares; 2025Q2: 128,730 shares; 2025Q3: 124,046 shares; 2025Q4: 119,997 shares 119,997 $2.98M 0.05% -4,049 Timeline WYNN WYNN RESORTS LTD More: the full row for WYNN RESORTS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,940 shares; 2024Q4: 22,940 shares; 2025Q1: 23,665 shares; 2025Q2: 24,660 shares; 2025Q3: 24,660 shares; 2025Q4: 24,660 shares 24,660 $2.97M 0.05% 0 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: 39,239 shares; 2024Q4: 38,192 shares; 2025Q1: 38,333 shares; 2025Q2: 37,286 shares; 2025Q3: 37,286 shares; 2025Q4: 37,544 shares 37,544 $2.96M 0.05% +258 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: 31,085 shares; 2024Q4: 30,084 shares; 2025Q1: 30,353 shares; 2025Q2: 30,381 shares; 2025Q3: 30,672 shares; 2025Q4: 30,251 shares 30,251 $2.88M 0.04% -421 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: 41,300 shares; 2024Q4: 40,279 shares; 2025Q1: 39,743 shares; 2025Q2: 78,611 shares; 2025Q3: 79,274 shares; 2025Q4: 71,494 shares 71,494 $2.87M 0.04% -7,780 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: 2,621 shares; 2024Q4: 2,545 shares; 2025Q1: 3,114 shares; 2025Q2: 3,205 shares; 2025Q3: 3,399 shares; 2025Q4: 3,253 shares 3,253 $2.86M 0.04% -146 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: 30,056 shares; 2024Q4: 29,654 shares; 2025Q1: 29,427 shares; 2025Q2: 29,426 shares; 2025Q3: 31,265 shares; 2025Q4: 31,851 shares 31,851 $2.85M 0.04% +586 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,437 shares; 2024Q4: 7,337 shares; 2025Q1: 7,340 shares; 2025Q2: 7,337 shares; 2025Q3: 7,337 shares; 2025Q4: 7,337 shares 7,337 $2.79M 0.04% 0 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: 10,587 shares; 2024Q4: 10,199 shares; 2025Q1: 10,238 shares; 2025Q2: 9,555 shares; 2025Q3: 9,149 shares; 2025Q4: 9,201 shares 9,201 $2.66M 0.04% +52 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: 19,347 shares; 2024Q4: 18,934 shares; 2025Q1: 18,339 shares; 2025Q2: 18,820 shares; 2025Q3: 18,581 shares; 2025Q4: 17,469 shares 17,469 $2.64M 0.04% -1,112 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: 93,101 shares; 2024Q4: 92,950 shares; 2025Q1: 93,611 shares; 2025Q2: 93,432 shares; 2025Q3: 92,912 shares; 2025Q4: 70,985 shares 70,985 $2.63M 0.04% -21,927 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: 2,810 shares; 2024Q4: 3,131 shares; 2025Q1: 3,830 shares; 2025Q2: 3,913 shares; 2025Q3: 3,899 shares; 2025Q4: 4,016 shares 4,016 $2.62M 0.04% +117 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: 15,913 shares; 2024Q4: 34,393 shares; 2025Q1: 38,925 shares; 2025Q2: 42,563 shares; 2025Q3: 11,536 shares; 2025Q4: 7,408 shares 7,408 $2.59M 0.04% -4,128 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: 9,380 shares; 2024Q4: 8,663 shares; 2025Q1: 8,528 shares; 2025Q2: 8,472 shares; 2025Q3: 8,411 shares; 2025Q4: 7,857 shares 7,857 $2.57M 0.04% -554 Timeline IYR 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: 44,808 shares; 2024Q4: 39,605 shares; 2025Q1: 39,548 shares; 2025Q2: 39,362 shares; 2025Q3: 26,740 shares; 2025Q4: 26,443 shares 26,443 $2.48M 0.04% -297 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: 27,560 shares; 2024Q4: 24,873 shares; 2025Q1: 24,685 shares; 2025Q2: 25,282 shares; 2025Q3: 25,087 shares; 2025Q4: 24,010 shares 24,010 $2.42M 0.04% -1,077 Timeline IBDX 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: 12,134 shares; 2025Q2: 20,534 shares; 2025Q3: 51,086 shares; 2025Q4: 93,263 shares 93,263 $2.38M 0.04% +42,177 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,109 shares; 2024Q4: 11,489 shares; 2025Q1: 11,489 shares; 2025Q2: 11,489 shares; 2025Q3: 23,381 shares; 2025Q4: 28,604 shares 28,604 $2.35M 0.04% +5,223 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: 26,673 shares; 2024Q4: 25,861 shares; 2025Q1: 25,184 shares; 2025Q2: 25,565 shares; 2025Q3: 24,487 shares; 2025Q4: 24,487 shares 24,487 $2.35M 0.04% 0 Timeline RBCAA REPUBLIC BANCORP INC KY More: the full row for REPUBLIC BANCORP INC KY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,076 shares; 2024Q4: 34,076 shares; 2025Q1: 34,076 shares; 2025Q2: 34,076 shares; 2025Q3: 34,076 shares; 2025Q4: 34,076 shares 34,076 $2.35M 0.04% 0 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: 52,868 shares; 2024Q4: 52,105 shares; 2025Q1: 36,518 shares; 2025Q2: 33,037 shares; 2025Q3: 20,192 shares; 2025Q4: 18,297 shares 18,297 $2.34M 0.04% -1,895 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: 2,997 shares; 2024Q4: 2,889 shares; 2025Q1: 2,862 shares; 2025Q2: 2,849 shares; 2025Q3: 2,837 shares; 2025Q4: 2,837 shares 2,837 $2.33M 0.04% 0 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,860 shares; 2024Q4: 10,860 shares; 2025Q1: 10,873 shares; 2025Q2: 10,860 shares; 2025Q3: 24,049 shares; 2025Q4: 29,470 shares 29,470 $2.27M 0.04% +5,421 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 52,526 shares 52,526 $2.24M 0.03% new 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: 17,099 shares; 2024Q4: 17,099 shares; 2025Q1: 16,964 shares; 2025Q2: 18,423 shares; 2025Q3: 18,423 shares; 2025Q4: 18,452 shares 18,452 $2.23M 0.03% +29 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: 20,233 shares; 2024Q4: 19,872 shares; 2025Q1: 19,372 shares; 2025Q2: 19,531 shares; 2025Q3: 19,428 shares; 2025Q4: 19,877 shares 19,877 $2.23M 0.03% +449 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: 4,480 shares; 2024Q4: 9,192 shares; 2025Q1: 9,545 shares; 2025Q2: 9,772 shares; 2025Q3: 11,586 shares; 2025Q4: 12,037 shares 12,037 $2.22M 0.03% +451 Timeline FLR FLUOR CORP More: the full row for FLUOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,074 shares; 2024Q4: 62,051 shares; 2025Q1: 59,394 shares; 2025Q2: 60,123 shares; 2025Q3: 58,963 shares; 2025Q4: 55,538 shares 55,538 $2.2M 0.03% -3,425 Timeline IBMP 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: 73,923 shares; 2024Q4: 83,324 shares; 2025Q1: 83,324 shares; 2025Q2: 83,324 shares; 2025Q3: 83,324 shares; 2025Q4: 82,337 shares 82,337 $2.09M 0.03% -987 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: 8,460 shares; 2024Q4: 7,984 shares; 2025Q1: 7,947 shares; 2025Q2: 41,787 shares; 2025Q3: 41,836 shares; 2025Q4: 43,314 shares 43,314 $2.07M 0.03% +1,478 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,833 shares; 2024Q4: 83,290 shares; 2025Q1: 85,285 shares; 2025Q2: 24,794 shares; 2025Q3: 19,522 shares; 2025Q4: 15,592 shares 15,592 $2.07M 0.03% -3,930 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: 14,974 shares; 2024Q4: 14,838 shares; 2025Q1: 15,275 shares; 2025Q2: 15,297 shares; 2025Q3: 15,297 shares; 2025Q4: 15,297 shares 15,297 $2.07M 0.03% 0 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: 3,201 shares; 2024Q4: 3,617 shares; 2025Q1: 3,803 shares; 2025Q2: 3,849 shares; 2025Q3: 4,145 shares; 2025Q4: 4,147 shares 4,147 $2.02M 0.03% +2 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: 18,457 shares; 2024Q4: 18,643 shares; 2025Q1: 18,379 shares; 2025Q2: 18,373 shares; 2025Q3: 18,373 shares; 2025Q4: 18,295 shares 18,295 $2.02M 0.03% -78 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: 3,252 shares; 2024Q4: 3,219 shares; 2025Q1: 3,202 shares; 2025Q2: 3,936 shares; 2025Q3: 3,783 shares; 2025Q4: 3,913 shares 3,913 $2M 0.03% +130 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 842 shares; 2024Q4: 1,231 shares; 2025Q1: 1,425 shares; 2025Q2: 2,047 shares; 2025Q3: 2,521 shares; 2025Q4: 1,488 shares 1,488 $1.98M 0.03% -1,033 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: 12,761 shares; 2024Q4: 11,460 shares; 2025Q1: 9,098 shares; 2025Q2: 31,181 shares; 2025Q3: 32,937 shares; 2025Q4: 26,314 shares 26,314 $1.93M 0.03% -6,623 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: 7,452 shares; 2024Q4: 7,548 shares; 2025Q1: 7,534 shares; 2025Q2: 7,584 shares; 2025Q3: 6,189 shares; 2025Q4: 5,904 shares 5,904 $1.79M 0.03% -285 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: 22,065 shares; 2024Q4: 22,905 shares; 2025Q1: 22,288 shares; 2025Q2: 19,650 shares; 2025Q3: 18,913 shares; 2025Q4: 19,132 shares 19,132 $1.79M 0.03% +219 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,132 shares; 2024Q4: 17,132 shares; 2025Q1: 16,334 shares; 2025Q2: 16,334 shares; 2025Q3: 16,616 shares; 2025Q4: 16,616 shares 16,616 $1.7M 0.03% 0 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: 9,184 shares; 2024Q4: 9,184 shares; 2025Q1: 8,424 shares; 2025Q2: 8,259 shares; 2025Q3: 8,014 shares; 2025Q4: 7,984 shares 7,984 $1.69M 0.03% -30 Timeline PAYC PAYCOM SOFTWARE INC More: the full row for PAYCOM SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,669 shares; 2024Q4: 12,294 shares; 2025Q1: 12,294 shares; 2025Q2: 12,396 shares; 2025Q3: 12,394 shares; 2025Q4: 10,594 shares 10,594 $1.69M 0.03% -1,800 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,026 shares; 2024Q4: 14,016 shares; 2025Q1: 15,742 shares; 2025Q2: 15,910 shares; 2025Q3: 15,910 shares; 2025Q4: 16,189 shares 16,189 $1.66M 0.03% +279 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: 4,349 shares; 2024Q4: 4,382 shares; 2025Q1: 4,370 shares; 2025Q2: 4,625 shares; 2025Q3: 4,611 shares; 2025Q4: 4,623 shares 4,623 $1.62M 0.03% +12 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: 8,082 shares; 2024Q4: 8,370 shares; 2025Q1: 8,070 shares; 2025Q2: 8,609 shares; 2025Q3: 8,605 shares; 2025Q4: 8,300 shares 8,300 $1.62M 0.03% -305 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: 1,543 shares; 2024Q4: 1,542 shares; 2025Q1: 1,624 shares; 2025Q2: 1,644 shares; 2025Q3: 1,623 shares; 2025Q4: 16,736 shares 16,736 $1.57M 0.02% +15,113 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,869 shares; 2024Q4: 20,869 shares; 2025Q1: 20,737 shares; 2025Q2: 20,749 shares; 2025Q3: 18,082 shares; 2025Q4: 18,300 shares 18,300 $1.57M 0.02% +218 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: 21,079 shares; 2024Q4: 21,079 shares; 2025Q1: 17,604 shares; 2025Q2: 17,604 shares; 2025Q3: 17,604 shares; 2025Q4: 17,630 shares 17,630 $1.54M 0.02% +26 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: 4,766 shares; 2024Q4: 4,757 shares; 2025Q1: 4,823 shares; 2025Q2: 5,264 shares; 2025Q3: 5,258 shares; 2025Q4: 5,285 shares 5,285 $1.53M 0.02% +27 Timeline AN AUTONATION INC More: the full row for AUTONATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,682 shares; 2024Q4: 7,682 shares; 2025Q1: 7,682 shares; 2025Q2: 7,402 shares; 2025Q3: 7,400 shares; 2025Q4: 7,400 shares 7,400 $1.53M 0.02% 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: 6,627 shares; 2024Q4: 6,850 shares; 2025Q1: 5,960 shares; 2025Q2: 6,535 shares; 2025Q3: 6,705 shares; 2025Q4: 6,121 shares 6,121 $1.51M 0.02% -584 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,875 shares; 2024Q4: 3,851 shares; 2025Q1: 3,802 shares; 2025Q2: 3,787 shares; 2025Q3: 3,742 shares; 2025Q4: 3,810 shares 3,810 $1.51M 0.02% +68 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: 5,057 shares; 2024Q4: 12,566 shares; 2025Q1: 14,162 shares; 2025Q2: 14,007 shares; 2025Q3: 13,555 shares; 2025Q4: 13,051 shares 13,051 $1.5M 0.02% -504 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,241 shares; 2024Q4: 28,683 shares; 2025Q1: 28,545 shares; 2025Q2: 27,663 shares; 2025Q3: 25,980 shares; 2025Q4: 27,601 shares 27,601 $1.46M 0.02% +1,621 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: 11,126 shares; 2024Q4: 10,978 shares; 2025Q1: 9,317 shares; 2025Q2: 9,214 shares; 2025Q3: 9,368 shares; 2025Q4: 9,368 shares 9,368 $1.45M 0.02% 0 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,131 shares; 2024Q4: 3,135 shares; 2025Q1: 2,646 shares; 2025Q2: 2,789 shares; 2025Q3: 3,004 shares; 2025Q4: 3,209 shares 3,209 $1.44M 0.02% +205 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,861 shares; 2024Q4: 17,861 shares; 2025Q1: 17,861 shares; 2025Q2: 17,861 shares; 2025Q3: 17,293 shares; 2025Q4: 17,293 shares 17,293 $1.43M 0.02% 0 Timeline IBMO 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: 58,838 shares; 2024Q4: 58,838 shares; 2025Q1: 58,838 shares; 2025Q2: 58,838 shares; 2025Q3: 57,854 shares; 2025Q4: 55,495 shares 55,495 $1.42M 0.02% -2,359 Timeline CRUS CIRRUS LOGIC INC More: the full row for CIRRUS LOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,958 shares; 2024Q4: 11,958 shares; 2025Q1: 11,958 shares; 2025Q2: 11,963 shares; 2025Q3: 11,958 shares; 2025Q4: 11,989 shares 11,989 $1.42M 0.02% +31 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,042 shares; 2024Q4: 33,349 shares; 2025Q1: 32,779 shares; 2025Q2: 32,864 shares; 2025Q3: 33,678 shares; 2025Q4: 20,651 shares 20,651 $1.39M 0.02% -13,027 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,065 shares; 2024Q4: 5,063 shares; 2025Q1: 4,971 shares; 2025Q2: 5,221 shares; 2025Q3: 5,133 shares; 2025Q4: 4,964 shares 4,964 $1.37M 0.02% -169 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: 17,424 shares; 2024Q4: 19,323 shares; 2025Q1: 18,235 shares; 2025Q2: 17,723 shares; 2025Q3: 24,298 shares; 2025Q4: 24,604 shares 24,604 $1.35M 0.02% +306 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,926 shares; 2024Q4: 21,608 shares; 2025Q1: 12,769 shares; 2025Q2: 10,085 shares; 2025Q3: 7,554 shares; 2025Q4: 11,063 shares 11,063 $1.3M 0.02% +3,509 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,149 shares; 2024Q4: 32,113 shares; 2025Q1: 31,097 shares; 2025Q2: 32,862 shares; 2025Q3: 31,695 shares; 2025Q4: 30,253 shares 30,253 $1.3M 0.02% -1,442 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,093 shares; 2024Q4: 8,093 shares; 2025Q1: 8,093 shares; 2025Q2: 33,648 shares; 2025Q3: 35,373 shares; 2025Q4: 39,624 shares 39,624 $1.27M 0.02% +4,251 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: 4,181 shares; 2024Q4: 4,207 shares; 2025Q1: 3,503 shares; 2025Q2: 3,426 shares; 2025Q3: 3,423 shares; 2025Q4: 3,252 shares 3,252 $1.27M 0.02% -171 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 77,665 shares; 2025Q3: 77,665 shares; 2025Q4: 76,484 shares 76,484 $1.26M 0.02% -1,181 Timeline ACM AECOM More: the full row for AECOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,281 shares; 2025Q1: 7,281 shares; 2025Q2: 7,286 shares; 2025Q3: 13,171 shares; 2025Q4: 13,171 shares 13,171 $1.26M 0.02% 0 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: 5,844 shares; 2024Q4: 5,816 shares; 2025Q1: 5,831 shares; 2025Q2: 5,833 shares; 2025Q3: 5,831 shares; 2025Q4: 5,831 shares 5,831 $1.25M 0.02% 0 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,506 shares; 2024Q4: 3,950 shares; 2025Q1: 4,036 shares; 2025Q2: 6,351 shares; 2025Q3: 7,606 shares; 2025Q4: 7,526 shares 7,526 $1.23M 0.02% -80 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: 18,790 shares; 2024Q4: 18,790 shares; 2025Q1: 16,362 shares; 2025Q2: 16,622 shares; 2025Q3: 16,362 shares; 2025Q4: 16,681 shares 16,681 $1.23M 0.02% +319 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: not reported; 2024Q4: 11,289 shares; 2025Q1: 11,289 shares; 2025Q2: 12,384 shares; 2025Q3: 14,913 shares; 2025Q4: 14,913 shares 14,913 $1.21M 0.02% 0 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,645 shares; 2024Q4: 14,628 shares; 2025Q1: 14,628 shares; 2025Q2: 14,474 shares; 2025Q3: 13,818 shares; 2025Q4: 13,818 shares 13,818 $1.2M 0.02% 0 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,711 shares; 2025Q1: 4,711 shares; 2025Q2: 4,713 shares; 2025Q3: 5,998 shares; 2025Q4: 5,998 shares 5,998 $1.19M 0.02% 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: 8,471 shares; 2024Q4: 8,450 shares; 2025Q1: 16,695 shares; 2025Q2: 16,992 shares; 2025Q3: 16,769 shares; 2025Q4: 18,954 shares 18,954 $1.18M 0.02% +2,185 Timeline SYNA SYNAPTICS INC More: the full row for SYNAPTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,000 shares; 2024Q4: 27,680 shares; 2025Q1: 31,455 shares; 2025Q2: 17,180 shares; 2025Q3: 17,180 shares; 2025Q4: 15,830 shares 15,830 $1.17M 0.02% -1,350 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: 144 shares; 2024Q4: 311 shares; 2025Q1: 312 shares; 2025Q2: 322 shares; 2025Q3: 334 shares; 2025Q4: 344 shares 344 $1.17M 0.02% +10 Timeline IEX IDEX CORP More: the full row for IDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,373 shares; 2024Q4: 6,508 shares; 2025Q1: 6,829 shares; 2025Q2: 6,829 shares; 2025Q3: 7,119 shares; 2025Q4: 6,546 shares 6,546 $1.16M 0.02% -573 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,895 shares; 2024Q4: 7,924 shares; 2025Q1: 5,472 shares; 2025Q2: 5,323 shares; 2025Q3: 5,323 shares; 2025Q4: 9,020 shares 9,020 $1.16M 0.02% +3,697 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: 56,272 shares; 2024Q4: 54,437 shares; 2025Q1: 52,623 shares; 2025Q2: 53,162 shares; 2025Q3: 52,717 shares; 2025Q4: 30,227 shares 30,227 $1.16M 0.02% -22,490 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,263 shares; 2024Q4: 6,263 shares; 2025Q1: 5,609 shares; 2025Q2: 5,508 shares; 2025Q3: 5,822 shares; 2025Q4: 5,822 shares 5,822 $1.16M 0.02% 0 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: 2,771 shares; 2024Q4: 2,787 shares; 2025Q1: 2,787 shares; 2025Q2: 2,773 shares; 2025Q3: 2,793 shares; 2025Q4: 2,858 shares 2,858 $1.11M 0.02% +65 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: 16,778 shares; 2024Q4: 7,962 shares; 2025Q1: 7,780 shares; 2025Q2: 7,780 shares; 2025Q3: 7,780 shares; 2025Q4: 7,780 shares 7,780 $1.1M 0.02% 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: 5,993 shares; 2024Q4: 10,184 shares; 2025Q1: 7,612 shares; 2025Q2: 7,657 shares; 2025Q3: 7,589 shares; 2025Q4: 7,608 shares 7,608 $1.1M 0.02% +19 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: 4,544 shares; 2024Q4: 5,408 shares; 2025Q1: 5,033 shares; 2025Q2: 7,214 shares; 2025Q3: 7,192 shares; 2025Q4: 6,762 shares 6,762 $1.1M 0.02% -430 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: 26,259 shares; 2024Q4: 21,436 shares; 2025Q1: 21,782 shares; 2025Q2: 21,759 shares; 2025Q3: 23,185 shares; 2025Q4: 22,208 shares 22,208 $1.09M 0.02% -977 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,704 shares; 2024Q4: 104,940 shares; 2025Q1: 33,804 shares; 2025Q2: 21,509 shares; 2025Q3: 21,414 shares; 2025Q4: 16,625 shares 16,625 $1.08M 0.02% -4,789 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,797 shares; 2024Q4: 15,288 shares; 2025Q1: 14,433 shares; 2025Q2: 19,627 shares; 2025Q3: 21,238 shares; 2025Q4: 21,611 shares 21,611 $1.08M 0.02% +373 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: 781 shares; 2024Q4: 780 shares; 2025Q1: 780 shares; 2025Q2: 781 shares; 2025Q3: 775 shares; 2025Q4: 775 shares 775 $1.08M 0.02% 0 Timeline PBA PEMBINA PIPELINE CORP More: the full row for PEMBINA PIPELINE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,851 shares; 2024Q4: 17,851 shares; 2025Q1: 17,851 shares; 2025Q2: 27,750 shares; 2025Q3: 27,750 shares; 2025Q4: 27,750 shares 27,750 $1.06M 0.02% 0 Timeline DGRW 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: 11,592 shares; 2024Q4: 11,592 shares; 2025Q1: 11,592 shares; 2025Q2: 11,957 shares; 2025Q3: 11,561 shares; 2025Q4: 11,625 shares 11,625 $1.04M 0.02% +64 Timeline SCZ 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: 14,137 shares; 2024Q4: 13,948 shares; 2025Q1: 13,272 shares; 2025Q2: 13,272 shares; 2025Q3: 13,272 shares; 2025Q4: 13,272 shares 13,272 $1.03M 0.02% 0 Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,656 shares; 2024Q4: 4,656 shares; 2025Q1: 4,656 shares; 2025Q2: 4,656 shares; 2025Q3: 4,656 shares; 2025Q4: 6,894 shares 6,894 $1.02M 0.02% +2,238 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,507 shares; 2024Q4: 1,866 shares; 2025Q1: 1,870 shares; 2025Q2: 1,917 shares; 2025Q3: 1,917 shares; 2025Q4: 1,777 shares 1,777 $1.01M 0.02% -140 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,646 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,120 shares; 2025Q3: 15,540 shares; 2025Q4: 17,845 shares 17,845 $1.01M 0.02% +2,305 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: 12,561 shares; 2024Q4: 12,899 shares; 2025Q1: 12,899 shares; 2025Q2: 17,385 shares; 2025Q3: 17,047 shares; 2025Q4: 17,047 shares 17,047 $1M 0.02% 0 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,630 shares; 2024Q4: 9,168 shares; 2025Q1: 8,720 shares; 2025Q2: 8,949 shares; 2025Q3: 8,235 shares; 2025Q4: 7,755 shares 7,755 $1M 0.02% -480 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: 6,224 shares; 2024Q4: 5,856 shares; 2025Q1: 5,799 shares; 2025Q2: 5,473 shares; 2025Q3: 5,290 shares; 2025Q4: 5,566 shares 5,566 $966K 0.01% +276 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: 16,833 shares; 2024Q4: 11,074 shares; 2025Q1: 11,726 shares; 2025Q2: 11,691 shares; 2025Q3: 11,672 shares; 2025Q4: 11,650 shares 11,650 $952K 0.01% -22 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: 2,733 shares; 2025Q1: 2,742 shares; 2025Q2: 2,738 shares; 2025Q3: 2,782 shares; 2025Q4: 2,988 shares 2,988 $927K 0.01% +206 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: 10,006 shares; 2024Q4: 10,006 shares; 2025Q1: 11,257 shares; 2025Q2: 18,839 shares; 2025Q3: 13,869 shares; 2025Q4: 15,790 shares 15,790 $925K 0.01% +1,921 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,748 shares; 2024Q4: 4,748 shares; 2025Q1: 4,989 shares; 2025Q2: 5,409 shares; 2025Q3: 5,659 shares; 2025Q4: 5,659 shares 5,659 $924K 0.01% 0 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL 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: 11,005 shares; 2025Q3: 11,000 shares; 2025Q4: 11,000 shares 11,000 $912K 0.01% 0 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,137 shares; 2024Q4: 6,930 shares; 2025Q1: 6,700 shares; 2025Q2: 7,701 shares; 2025Q3: 6,798 shares; 2025Q4: 6,343 shares 6,343 $910K 0.01% -455 Timeline IBMQ 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: 36,400 shares; 2024Q4: 36,400 shares; 2025Q1: 36,400 shares; 2025Q2: 36,400 shares; 2025Q3: 36,400 shares; 2025Q4: 35,413 shares 35,413 $906K 0.01% -987 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: 5,699 shares; 2024Q4: 5,699 shares; 2025Q1: 6,469 shares; 2025Q2: 6,740 shares; 2025Q3: 7,118 shares; 2025Q4: 7,061 shares 7,061 $900K 0.01% -57 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: 1,927 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,916 shares; 2025Q3: 6,904 shares; 2025Q4: 8,955 shares 8,955 $889K 0.01% +2,051 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: 3,261 shares; 2024Q4: 3,150 shares; 2025Q1: 2,822 shares; 2025Q2: 2,822 shares; 2025Q3: 2,757 shares; 2025Q4: 2,752 shares 2,752 $889K 0.01% -5 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,581 shares; 2024Q4: 9,360 shares; 2025Q1: 9,397 shares; 2025Q2: 8,145 shares; 2025Q3: 8,295 shares; 2025Q4: 8,295 shares 8,295 $888K 0.01% 0 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,264 shares; 2024Q4: 6,048 shares; 2025Q1: 3,799 shares; 2025Q2: 5,598 shares; 2025Q3: 5,487 shares; 2025Q4: 5,365 shares 5,365 $873K 0.01% -122 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: 4,740 shares; 2025Q1: not reported; 2025Q2: 4,775 shares; 2025Q3: 4,808 shares; 2025Q4: 4,882 shares 4,882 $868K 0.01% +74 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: 3,642 shares; 2024Q4: 3,652 shares; 2025Q1: 4,282 shares; 2025Q2: 4,252 shares; 2025Q3: 4,397 shares; 2025Q4: 4,466 shares 4,466 $856K 0.01% +69 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,050 shares; 2024Q4: 4,336 shares; 2025Q1: 4,336 shares; 2025Q2: 4,387 shares; 2025Q3: 4,195 shares; 2025Q4: 4,235 shares 4,235 $853K 0.01% +40 Timeline GSSC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,599 shares; 2024Q4: 11,599 shares; 2025Q1: 11,634 shares; 2025Q2: 11,630 shares; 2025Q3: 11,275 shares; 2025Q4: 11,275 shares 11,275 $853K 0.01% 0 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,822 shares; 2024Q4: 6,764 shares; 2025Q1: 6,656 shares; 2025Q2: 7,021 shares; 2025Q3: 6,902 shares; 2025Q4: 6,682 shares 6,682 $846K 0.01% -220 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: 3,191 shares; 2024Q4: 3,148 shares; 2025Q1: 3,111 shares; 2025Q2: 3,571 shares; 2025Q3: 3,596 shares; 2025Q4: 3,812 shares 3,812 $838K 0.01% +216 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: 2,453 shares; 2024Q4: 2,453 shares; 2025Q1: 2,453 shares; 2025Q2: 2,753 shares; 2025Q3: 2,753 shares; 2025Q4: 2,628 shares 2,628 $794K 0.01% -125 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 511 shares; 2025Q3: 511 shares; 2025Q4: 1,632 shares 1,632 $784K 0.01% +1,121 Timeline SPHQ 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: 8,863 shares; 2024Q4: 10,563 shares; 2025Q1: 10,258 shares; 2025Q2: 10,356 shares; 2025Q3: 10,258 shares; 2025Q4: 10,258 shares 10,258 $770K 0.01% 0 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,515 shares; 2024Q4: 4,520 shares; 2025Q1: 6,980 shares; 2025Q2: 7,537 shares; 2025Q3: 7,194 shares; 2025Q4: 7,780 shares 7,780 $754K 0.01% +586 Timeline JAZZ JAZZ PHARMACEUTICALS PLC More: the full row for JAZZ PHARMACEUTICALS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,649 shares; 2024Q4: 4,149 shares; 2025Q1: 4,149 shares; 2025Q2: 4,412 shares; 2025Q3: 4,409 shares; 2025Q4: 4,409 shares 4,409 $750K 0.01% 0 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: 3,063 shares; 2024Q4: 3,148 shares; 2025Q1: 3,176 shares; 2025Q2: 3,338 shares; 2025Q3: 3,537 shares; 2025Q4: 3,386 shares 3,386 $744K 0.01% -151 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,811 shares; 2024Q4: 4,221 shares; 2025Q1: 4,274 shares; 2025Q2: 4,780 shares; 2025Q3: 5,147 shares; 2025Q4: 5,849 shares 5,849 $736K 0.01% +702 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: 9,243 shares; 2024Q4: 9,213 shares; 2025Q1: 9,120 shares; 2025Q2: 9,177 shares; 2025Q3: 9,213 shares; 2025Q4: 9,257 shares 9,257 $735K 0.01% +44 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,275 shares; 2024Q4: 3,265 shares; 2025Q1: 3,374 shares; 2025Q2: 3,375 shares; 2025Q3: 3,315 shares; 2025Q4: 3,283 shares 3,283 $734K 0.01% -32 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: 4,430 shares; 2024Q4: 4,413 shares; 2025Q1: 4,342 shares; 2025Q2: 5,107 shares; 2025Q3: 4,793 shares; 2025Q4: 7,923 shares 7,923 $728K 0.01% +3,130 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: 3,953 shares; 2024Q4: 3,958 shares; 2025Q1: 3,950 shares; 2025Q2: 3,889 shares; 2025Q3: 3,812 shares; 2025Q4: 3,900 shares 3,900 $724K 0.01% +88 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: 15,167 shares; 2024Q4: 15,113 shares; 2025Q1: 14,988 shares; 2025Q2: 16,801 shares; 2025Q3: 15,769 shares; 2025Q4: 16,144 shares 16,144 $723K 0.01% +375 Timeline KD KYNDRYL HLDGS INC More: the full row for KYNDRYL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,419 shares; 2024Q4: 27,392 shares; 2025Q1: 27,239 shares; 2025Q2: 27,173 shares; 2025Q3: 27,149 shares; 2025Q4: 27,159 shares 27,159 $721K 0.01% +10 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,804 shares; 2024Q4: 6,804 shares; 2025Q1: 6,804 shares; 2025Q2: 6,804 shares; 2025Q3: 6,804 shares; 2025Q4: 6,804 shares 6,804 $717K 0.01% 0 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,089 shares; 2024Q4: 8,089 shares; 2025Q1: 8,000 shares; 2025Q2: 8,000 shares; 2025Q3: 8,000 shares; 2025Q4: 8,060 shares 8,060 $715K 0.01% +60 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,048 shares; 2024Q4: 9,749 shares; 2025Q1: 9,537 shares; 2025Q2: 9,304 shares; 2025Q3: 9,107 shares; 2025Q4: 8,866 shares 8,866 $707K 0.01% -241 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: 4,578 shares; 2024Q4: 4,739 shares; 2025Q1: 4,334 shares; 2025Q2: 4,463 shares; 2025Q3: 5,760 shares; 2025Q4: 3,864 shares 3,864 $703K 0.01% -1,896 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: 10,006 shares; 2024Q4: 10,006 shares; 2025Q1: 10,006 shares; 2025Q2: 10,006 shares; 2025Q3: 10,006 shares; 2025Q4: 15,007 shares 15,007 $689K 0.01% +5,001 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: 9,533 shares; 2024Q4: 9,349 shares; 2025Q1: 9,343 shares; 2025Q2: 9,352 shares; 2025Q3: 9,343 shares; 2025Q4: 10,077 shares 10,077 $675K 0.01% +734 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: 3,541 shares; 2024Q4: 3,540 shares; 2025Q1: 3,710 shares; 2025Q2: 3,714 shares; 2025Q3: 3,982 shares; 2025Q4: 3,591 shares 3,591 $675K 0.01% -391 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: 157,515 shares; 2024Q4: 30,785 shares; 2025Q1: 19,785 shares; 2025Q2: 9,757 shares; 2025Q3: 9,583 shares; 2025Q4: 8,382 shares 8,382 $665K 0.01% -1,201 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,978 shares; 2024Q4: 1,802 shares; 2025Q1: 1,948 shares; 2025Q2: 1,948 shares; 2025Q3: 2,022 shares; 2025Q4: 1,860 shares 1,860 $641K 0.01% -162 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: 6,501 shares; 2024Q4: 6,616 shares; 2025Q1: 6,782 shares; 2025Q2: 6,251 shares; 2025Q3: 7,160 shares; 2025Q4: 14,320 shares 14,320 $640K 0.01% +7,160 Timeline TIP 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: 5,660 shares; 2024Q4: 5,660 shares; 2025Q1: 5,675 shares; 2025Q2: 7,186 shares; 2025Q3: 6,175 shares; 2025Q4: 5,765 shares 5,765 $634K 0.01% -410 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,998 shares; 2024Q4: 3,154 shares; 2025Q1: 2,474 shares; 2025Q2: 2,489 shares; 2025Q3: 3,165 shares; 2025Q4: 3,255 shares 3,255 $633K 0.01% +90 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,604 shares; 2024Q4: 5,594 shares; 2025Q1: 5,594 shares; 2025Q2: 5,563 shares; 2025Q3: 5,545 shares; 2025Q4: 6,262 shares 6,262 $631K 0.01% +717 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: 1,831 shares; 2024Q4: 1,831 shares; 2025Q1: 1,831 shares; 2025Q2: 1,831 shares; 2025Q3: 1,831 shares; 2025Q4: 1,831 shares 1,831 $628K 0.01% 0 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,253 shares; 2024Q4: 2,239 shares; 2025Q1: 2,163 shares; 2025Q2: 2,163 shares; 2025Q3: 2,163 shares; 2025Q4: 2,169 shares 2,169 $623K 0.01% +6 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,460 shares 9,460 $619K 0.01% new Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,791 shares; 2024Q4: 8,791 shares; 2025Q1: 8,879 shares; 2025Q2: 9,516 shares; 2025Q3: 8,879 shares; 2025Q4: 8,879 shares 8,879 $616K 0.01% 0 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,002 shares; 2024Q4: 7,056 shares; 2025Q1: 6,577 shares; 2025Q2: 6,166 shares; 2025Q3: 4,691 shares; 2025Q4: 3,509 shares 3,509 $616K 0.01% -1,182 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,419 shares; 2024Q4: 1,419 shares; 2025Q1: 1,451 shares; 2025Q2: 1,455 shares; 2025Q3: 1,396 shares; 2025Q4: 1,294 shares 1,294 $604K 0.01% -102 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: 4,500 shares; 2024Q4: 11,288 shares; 2025Q1: 11,084 shares; 2025Q2: 10,882 shares; 2025Q3: 11,729 shares; 2025Q4: 10,031 shares 10,031 $603K 0.01% -1,698 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,558 shares; 2024Q4: 2,599 shares; 2025Q1: 2,439 shares; 2025Q2: 2,441 shares; 2025Q3: 2,578 shares; 2025Q4: 1,573 shares 1,573 $603K 0.01% -1,005 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: 70,754 shares; 2024Q4: 43,731 shares; 2025Q1: 41,985 shares; 2025Q2: 29,969 shares; 2025Q3: 28,373 shares; 2025Q4: 24,386 shares 24,386 $591K 0.01% -3,987 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,537 shares; 2024Q4: 3,486 shares; 2025Q1: 3,676 shares; 2025Q2: 3,576 shares; 2025Q3: 3,628 shares; 2025Q4: 3,646 shares 3,646 $587K 0.01% +18 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: 8,395 shares; 2024Q4: 8,395 shares; 2025Q1: 7,416 shares; 2025Q2: 7,024 shares; 2025Q3: 6,973 shares; 2025Q4: 6,680 shares 6,680 $583K 0.01% -293 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: 6,093 shares; 2024Q4: 4,693 shares; 2025Q1: 6,485 shares; 2025Q2: 7,522 shares; 2025Q3: 7,514 shares; 2025Q4: 7,528 shares 7,528 $583K 0.01% +14 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: 717 shares; 2025Q1: 702 shares; 2025Q2: 1,055 shares; 2025Q3: 1,052 shares; 2025Q4: 1,231 shares 1,231 $577K 0.01% +179 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: 906 shares; 2024Q4: 906 shares; 2025Q1: 887 shares; 2025Q2: 887 shares; 2025Q3: 890 shares; 2025Q4: 952 shares 952 $574K 0.01% +62 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: 5,490 shares; 2024Q4: 5,263 shares; 2025Q1: 5,087 shares; 2025Q2: 5,095 shares; 2025Q3: 5,086 shares; 2025Q4: 9,136 shares 9,136 $571K 0.01% +4,050 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,748 shares; 2024Q4: 2,348 shares; 2025Q1: 2,348 shares; 2025Q2: 3,262 shares; 2025Q3: 3,146 shares; 2025Q4: 2,686 shares 2,686 $569K 0.01% -460 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: 46,570 shares; 2024Q4: 45,143 shares; 2025Q1: 45,105 shares; 2025Q2: 30,793 shares; 2025Q3: 29,330 shares; 2025Q4: 25,294 shares 25,294 $564K 0.01% -4,036 Timeline ICF 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: 9,502 shares; 2024Q4: 9,502 shares; 2025Q1: 9,502 shares; 2025Q2: 9,502 shares; 2025Q3: 9,502 shares; 2025Q4: 9,318 shares 9,318 $556K 0.01% -184 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: 1,429 shares; 2024Q4: 1,038 shares; 2025Q1: 1,144 shares; 2025Q2: 1,619 shares; 2025Q3: 1,572 shares; 2025Q4: 1,578 shares 1,578 $553K 0.01% +6 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,292 shares; 2024Q4: 7,859 shares; 2025Q1: 8,577 shares; 2025Q2: 8,588 shares; 2025Q3: 7,639 shares; 2025Q4: 8,120 shares 8,120 $547K 0.01% +481 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: 15,307 shares; 2024Q4: 14,207 shares; 2025Q1: 14,119 shares; 2025Q2: 14,126 shares; 2025Q3: 12,494 shares; 2025Q4: 6,785 shares 6,785 $536K 0.01% -5,709 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: 32,406 shares; 2024Q4: 17,304 shares; 2025Q1: 16,033 shares; 2025Q2: 16,495 shares; 2025Q3: 16,033 shares; 2025Q4: 15,433 shares 15,433 $536K 0.01% -600 Timeline USMV 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: 5,783 shares; 2024Q4: 5,331 shares; 2025Q1: 5,965 shares; 2025Q2: 6,390 shares; 2025Q3: 5,792 shares; 2025Q4: 5,617 shares 5,617 $529K 0.01% -175 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: 7,882 shares; 2024Q4: 7,987 shares; 2025Q1: 7,815 shares; 2025Q2: 7,738 shares; 2025Q3: 7,738 shares; 2025Q4: 7,648 shares 7,648 $521K 0.01% -90 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,984 shares; 2025Q1: 18,984 shares; 2025Q2: 18,984 shares; 2025Q3: 18,984 shares; 2025Q4: 18,984 shares 18,984 $520K 0.01% 0 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,749 shares; 2025Q2: 3,836 shares; 2025Q3: 6,798 shares; 2025Q4: 3,198 shares 3,198 $517K 0.01% -3,600 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,352 shares; 2025Q3: 20,090 shares; 2025Q4: 9,800 shares 9,800 $513K 0.01% -10,290 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: 4,485 shares; 2024Q4: 7,168 shares; 2025Q1: 8,538 shares; 2025Q2: 8,546 shares; 2025Q3: 9,164 shares; 2025Q4: 6,951 shares 6,951 $513K 0.01% -2,213 Timeline IYK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,379 shares; 2024Q4: 19,514 shares; 2025Q1: 9,140 shares; 2025Q2: 8,750 shares; 2025Q3: 6,491 shares; 2025Q4: 7,624 shares 7,624 $510K 0.01% +1,133 Timeline IDCC INTERDIGITAL INC More: the full row for INTERDIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,600 shares; 2024Q4: 1,600 shares; 2025Q1: 1,600 shares; 2025Q2: 1,600 shares; 2025Q3: 1,600 shares; 2025Q4: 1,600 shares 1,600 $509K 0.01% 0 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,637 shares; 2024Q4: 32,500 shares; 2025Q1: not reported; 2025Q2: 23,200 shares; 2025Q3: 29,022 shares; 2025Q4: 25,055 shares 25,055 $507K 0.01% -3,967 Timeline VOX 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: 3,130 shares; 2024Q4: 3,080 shares; 2025Q1: 3,030 shares; 2025Q2: 2,940 shares; 2025Q3: 2,840 shares; 2025Q4: 2,613 shares 2,613 $506K 0.01% -227 Timeline IXUS 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: 3,019 shares; 2024Q4: not reported; 2025Q1: 3,019 shares; 2025Q2: 6,265 shares; 2025Q3: 5,960 shares; 2025Q4: 5,960 shares 5,960 $504K 0.01% 0 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 267,691 shares; 2024Q4: 201,628 shares; 2025Q1: 120,761 shares; 2025Q2: 76,200 shares; 2025Q3: 53,904 shares; 2025Q4: 16,824 shares 16,824 $503K 0.01% -37,080 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,105 shares; 2024Q4: 3,913 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,740 shares 1,740 $497K 0.01% new Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,428 shares; 2024Q4: 6,444 shares; 2025Q1: 9,238 shares; 2025Q2: 9,307 shares; 2025Q3: 9,788 shares; 2025Q4: 9,788 shares 9,788 $495K 0.01% 0 Timeline SLYV 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: 5,496 shares; 2024Q4: 5,515 shares; 2025Q1: 5,541 shares; 2025Q2: 5,515 shares; 2025Q3: 5,515 shares; 2025Q4: 5,426 shares 5,426 $494K 0.01% -89 Timeline NNN NNN REIT INC More: the full row for NNN REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,285 shares; 2024Q4: 12,261 shares; 2025Q1: 12,261 shares; 2025Q2: 12,277 shares; 2025Q3: 12,261 shares; 2025Q4: 12,261 shares 12,261 $486K 0.01% 0 Timeline IYC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,417 shares; 2025Q1: 5,316 shares; 2025Q2: 3,158 shares; 2025Q3: 3,068 shares; 2025Q4: 4,704 shares 4,704 $485K 0.01% +1,636 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,709 shares; 2025Q4: 5,420 shares 5,420 $479K 0.01% -289 Timeline IBDY 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: 11,862 shares; 2025Q2: 12,862 shares; 2025Q3: 14,104 shares; 2025Q4: 18,104 shares 18,104 $473K 0.01% +4,000 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: 4,893 shares; 2024Q4: 4,986 shares; 2025Q1: 3,670 shares; 2025Q2: 4,060 shares; 2025Q3: 4,055 shares; 2025Q4: 3,571 shares 3,571 $466K 0.01% -484 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,221 shares; 2024Q4: 2,221 shares; 2025Q1: 2,721 shares; 2025Q2: 2,725 shares; 2025Q3: 2,725 shares; 2025Q4: 2,721 shares 2,721 $461K 0.01% -4 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,863 shares; 2024Q4: 5,863 shares; 2025Q1: 5,863 shares; 2025Q2: 5,863 shares; 2025Q3: 5,863 shares; 2025Q4: 5,863 shares 5,863 $454K 0.01% 0 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: 18,758 shares; 2024Q4: 18,758 shares; 2025Q1: 16,703 shares; 2025Q2: 16,730 shares; 2025Q3: 18,558 shares; 2025Q4: 16,703 shares 16,703 $453K 0.01% -1,855 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,772 shares; 2025Q1: 2,529 shares; 2025Q2: 2,135 shares; 2025Q3: 2,552 shares; 2025Q4: 1,976 shares 1,976 $450K 0.01% -576 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,221 shares; 2024Q4: 2,211 shares; 2025Q1: 3,646 shares; 2025Q2: 3,465 shares; 2025Q3: 3,296 shares; 2025Q4: 3,296 shares 3,296 $448K 0.01% 0 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,605 shares; 2024Q4: 3,043 shares; 2025Q1: 3,070 shares; 2025Q2: 2,597 shares; 2025Q3: 2,396 shares; 2025Q4: 2,173 shares 2,173 $442K 0.01% -223 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: 29,288 shares; 2024Q4: 29,863 shares; 2025Q1: 29,997 shares; 2025Q2: 4,957 shares; 2025Q3: 5,807 shares; 2025Q4: 5,807 shares 5,807 $431K 0.01% 0 Timeline MLI MUELLER INDS INC More: the full row for MUELLER 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: 3,750 shares; 2025Q3: 3,750 shares; 2025Q4: 3,750 shares 3,750 $430K 0.01% 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: 4,095 shares; 2024Q4: 3,945 shares; 2025Q1: 3,945 shares; 2025Q2: 3,900 shares; 2025Q3: 3,224 shares; 2025Q4: 3,316 shares 3,316 $428K 0.01% +92 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,285 shares; 2024Q4: 1,285 shares; 2025Q1: 1,161 shares; 2025Q2: 1,161 shares; 2025Q3: 1,161 shares; 2025Q4: 1,036 shares 1,036 $428K 0.01% -125 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,418 shares; 2025Q2: 3,502 shares; 2025Q3: 3,600 shares; 2025Q4: 3,253 shares 3,253 $426K 0.01% -347 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,654 shares; 2025Q3: 2,654 shares; 2025Q4: 2,654 shares 2,654 $423K 0.01% 0 Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,391 shares; 2024Q4: 8,391 shares; 2025Q1: 7,109 shares; 2025Q2: 7,109 shares; 2025Q3: 7,109 shares; 2025Q4: 7,109 shares 7,109 $420K 0.01% 0 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,052 shares; 2024Q4: 2,064 shares; 2025Q1: 2,030 shares; 2025Q2: 2,013 shares; 2025Q3: 1,688 shares; 2025Q4: 1,637 shares 1,637 $415K 0.01% -51 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: 1,411 shares; 2024Q4: 1,410 shares; 2025Q1: 1,410 shares; 2025Q2: 1,413 shares; 2025Q3: 1,413 shares; 2025Q4: 1,410 shares 1,410 $402K 0.01% -3 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: not reported; 2025Q1: not reported; 2025Q2: 438 shares; 2025Q3: 524 shares; 2025Q4: 529 shares 529 $399K 0.01% +5 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,076 shares; 2025Q3: 22,076 shares; 2025Q4: 22,076 shares 22,076 $396K 0.01% 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: 3,120 shares; 2024Q4: 2,978 shares; 2025Q1: 2,453 shares; 2025Q2: 2,453 shares; 2025Q3: 2,735 shares; 2025Q4: 3,723 shares 3,723 $393K 0.01% +988 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: 1,368 shares; 2024Q4: 1,361 shares; 2025Q1: 1,334 shares; 2025Q2: 1,336 shares; 2025Q3: 1,344 shares; 2025Q4: 1,309 shares 1,309 $387K 0.01% -35 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,682 shares; 2024Q4: 1,857 shares; 2025Q1: not reported; 2025Q2: 2,558 shares; 2025Q3: 2,657 shares; 2025Q4: 2,757 shares 2,757 $375K 0.01% +100 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,523 shares; 2024Q4: 7,191 shares; 2025Q1: 6,592 shares; 2025Q2: 6,217 shares; 2025Q3: 5,874 shares; 2025Q4: 5,861 shares 5,861 $375K 0.01% -13 Timeline IHF 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: 20,835 shares; 2024Q4: 14,335 shares; 2025Q1: 13,675 shares; 2025Q2: 13,475 shares; 2025Q3: 14,120 shares; 2025Q4: 7,770 shares 7,770 $373K 0.01% -6,350 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: 8,937 shares; 2024Q4: 7,869 shares; 2025Q1: 7,213 shares; 2025Q2: 7,446 shares; 2025Q3: 7,213 shares; 2025Q4: 7,582 shares 7,582 $372K 0.01% +369 Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,269 shares; 2024Q4: 4,269 shares; 2025Q1: 3,693 shares; 2025Q2: 3,734 shares; 2025Q3: 3,434 shares; 2025Q4: 3,344 shares 3,344 $369K 0.01% -90 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP 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: 6,100 shares; 2025Q3: 6,100 shares; 2025Q4: 6,100 shares 6,100 $368K 0.01% 0 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,228 shares; 2024Q4: 9,222 shares; 2025Q1: 9,499 shares; 2025Q2: 9,343 shares; 2025Q3: 8,782 shares; 2025Q4: 9,288 shares 9,288 $364K 0.01% +506 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: 9,232 shares; 2024Q4: 9,044 shares; 2025Q1: 8,554 shares; 2025Q2: 8,440 shares; 2025Q3: 8,433 shares; 2025Q4: 8,899 shares 8,899 $358K 0.01% +466 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,380 shares 4,380 $358K 0.01% new 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: 6,225 shares; 2024Q4: 6,085 shares; 2025Q1: 6,085 shares; 2025Q2: 6,213 shares; 2025Q3: 6,085 shares; 2025Q4: 6,085 shares 6,085 $357K 0.01% 0 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,919 shares; 2024Q4: 4,051 shares; 2025Q1: 5,632 shares; 2025Q2: 5,706 shares; 2025Q3: 5,333 shares; 2025Q4: 3,953 shares 3,953 $355K 0.01% -1,380 Timeline GEM GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,099 shares; 2024Q4: 9,688 shares; 2025Q1: 9,020 shares; 2025Q2: 8,897 shares; 2025Q3: 8,882 shares; 2025Q4: 8,537 shares 8,537 $355K 0.01% -345 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: 13,197 shares; 2024Q4: 20,566 shares; 2025Q1: 20,571 shares; 2025Q2: 21,317 shares; 2025Q3: 30,328 shares; 2025Q4: 6,961 shares 6,961 $354K 0.01% -23,367 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR 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: 4,683 shares 4,683 $353K 0.01% new Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,618 shares; 2024Q4: 4,939 shares; 2025Q1: 4,708 shares; 2025Q2: 4,558 shares; 2025Q3: 4,557 shares; 2025Q4: 4,443 shares 4,443 $352K 0.01% -114 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,000 shares; 2025Q2: 6,500 shares; 2025Q3: 6,500 shares; 2025Q4: 6,500 shares 6,500 $347K 0.01% 0 Timeline AGX ARGAN INC More: the full row for ARGAN 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: 1,100 shares; 2025Q3: 1,100 shares; 2025Q4: 1,100 shares 1,100 $345K 0.01% 0 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: 2,378 shares; 2024Q4: 2,378 shares; 2025Q1: 2,368 shares; 2025Q2: 2,696 shares; 2025Q3: 2,692 shares; 2025Q4: 2,750 shares 2,750 $338K 0.01% +58 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,630 shares; 2024Q4: 1,620 shares; 2025Q1: 1,620 shares; 2025Q2: 1,624 shares; 2025Q3: 1,624 shares; 2025Q4: 1,620 shares 1,620 $333K 0.01% -4 Timeline IBDZ 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: 12,109 shares; 2025Q2: 12,109 shares; 2025Q3: 12,609 shares; 2025Q4: 12,609 shares 12,609 $332K 0.01% 0 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,583 shares; 2024Q4: 1,583 shares; 2025Q1: 1,583 shares; 2025Q2: 1,583 shares; 2025Q3: 1,583 shares; 2025Q4: 1,583 shares 1,583 $331K 0.01% 0 Timeline IVOV 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: 3,870 shares; 2024Q4: 3,870 shares; 2025Q1: 3,659 shares; 2025Q2: 3,409 shares; 2025Q3: 3,234 shares; 2025Q4: 3,234 shares 3,234 $327K 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: 2,075 shares; 2024Q4: 2,082 shares; 2025Q1: 2,862 shares; 2025Q2: 2,870 shares; 2025Q3: 2,862 shares; 2025Q4: 2,853 shares 2,853 $322K <0.01% -9 Timeline IMCB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,887 shares; 2024Q4: 3,887 shares; 2025Q1: 3,887 shares; 2025Q2: 3,887 shares; 2025Q3: 3,887 shares; 2025Q4: 3,887 shares 3,887 $322K <0.01% 0 Timeline IAK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,350 shares; 2025Q1: 2,350 shares; 2025Q2: 2,350 shares; 2025Q3: 2,350 shares; 2025Q4: 2,350 shares 2,350 $320K <0.01% 0 Timeline ONB OLD NATL BANCORP IND More: the full row for OLD NATL BANCORP IND 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: 14,228 shares; 2025Q3: 14,228 shares; 2025Q4: 14,228 shares 14,228 $317K <0.01% 0 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: 5,392 shares; 2024Q4: not reported; 2025Q1: 5,392 shares; 2025Q2: 6,978 shares; 2025Q3: 8,724 shares; 2025Q4: 8,274 shares 8,274 $317K <0.01% -450 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,408 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,419 shares 4,419 $316K <0.01% new Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,030 shares; 2024Q4: 1,030 shares; 2025Q1: not reported; 2025Q2: 1,030 shares; 2025Q3: 1,030 shares; 2025Q4: 1,030 shares 1,030 $310K <0.01% 0 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 780 shares; 2024Q4: 531 shares; 2025Q1: not reported; 2025Q2: 533 shares; 2025Q3: 411 shares; 2025Q4: 330 shares 330 $308K <0.01% -81 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: 813 shares; 2024Q4: 980 shares; 2025Q1: 1,041 shares; 2025Q2: 1,046 shares; 2025Q3: 1,010 shares; 2025Q4: 1,182 shares 1,182 $306K <0.01% +172 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: 4,431 shares; 2024Q4: 7,772 shares; 2025Q1: 9,662 shares; 2025Q2: 9,518 shares; 2025Q3: 9,518 shares; 2025Q4: 9,368 shares 9,368 $306K <0.01% -150 Timeline GABC GERMAN AMERN BANCORP INC More: the full row for GERMAN AMERN BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,333 shares; 2024Q4: 6,933 shares; 2025Q1: 6,933 shares; 2025Q2: 6,933 shares; 2025Q3: 6,933 shares; 2025Q4: 7,633 shares 7,633 $299K <0.01% +700 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: 1,545 shares; 2024Q4: 1,545 shares; 2025Q1: 1,441 shares; 2025Q2: 1,445 shares; 2025Q3: 1,445 shares; 2025Q4: 1,446 shares 1,446 $298K <0.01% +1 Timeline HEI-A 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: 1,025 shares; 2024Q4: 1,241 shares; 2025Q1: 1,161 shares; 2025Q2: 1,161 shares; 2025Q3: 1,161 shares; 2025Q4: 1,161 shares 1,161 $293K <0.01% 0 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: 1,498 shares; 2024Q4: 1,501 shares; 2025Q1: 1,347 shares; 2025Q2: 1,351 shares; 2025Q3: 1,359 shares; 2025Q4: 1,377 shares 1,377 $292K <0.01% +18 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,574 shares; 2024Q4: 10,386 shares; 2025Q1: 10,386 shares; 2025Q2: 11,216 shares; 2025Q3: 10,386 shares; 2025Q4: 10,398 shares 10,398 $291K <0.01% +12 Timeline FSEC FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR 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: 6,530 shares 6,530 $288K <0.01% new Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,720 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,179 shares; 2025Q4: 6,179 shares 6,179 $279K <0.01% 0 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,340 shares; 2024Q4: 2,340 shares; 2025Q1: 2,376 shares; 2025Q2: 2,344 shares; 2025Q3: 2,340 shares; 2025Q4: 2,140 shares 2,140 $279K <0.01% -200 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,572 shares 10,572 $277K <0.01% new Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,187 shares; 2024Q4: 3,192 shares; 2025Q1: 3,219 shares; 2025Q2: 3,175 shares; 2025Q3: 2,923 shares; 2025Q4: 2,923 shares 2,923 $275K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,834 shares 4,834 $275K <0.01% new Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,602 shares 5,602 $272K <0.01% new 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: 6,820 shares; 2024Q4: 6,319 shares; 2025Q1: 6,057 shares; 2025Q2: 5,703 shares; 2025Q3: 4,046 shares; 2025Q4: 5,845 shares 5,845 $272K <0.01% +1,799 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,048 shares; 2024Q4: 10,001 shares; 2025Q1: 12,849 shares; 2025Q2: 12,653 shares; 2025Q3: 12,106 shares; 2025Q4: 16,665 shares 16,665 $268K <0.01% +4,559 Timeline MTZ MASTEC INC More: the full row for MASTEC 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: 1,212 shares 1,212 $263K <0.01% new Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,025 shares; 2024Q4: 3,021 shares; 2025Q1: 3,021 shares; 2025Q2: 3,021 shares; 2025Q3: 3,021 shares; 2025Q4: 3,021 shares 3,021 $263K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,900 shares; 2025Q3: 9,900 shares; 2025Q4: 9,900 shares 9,900 $261K <0.01% 0 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: 3,244 shares 3,244 $260K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 944 shares 944 $258K <0.01% new 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: 3,432 shares; 2024Q4: 3,042 shares; 2025Q1: 2,824 shares; 2025Q2: 2,809 shares; 2025Q3: 2,824 shares; 2025Q4: 2,928 shares 2,928 $253K <0.01% +104 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,645 shares; 2024Q4: 2,645 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,065 shares 2,065 $247K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,838 shares; 2025Q3: 3,838 shares; 2025Q4: 4,271 shares 4,271 $246K <0.01% +433 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: 1,267 shares; 2024Q4: 1,267 shares; 2025Q1: 1,247 shares; 2025Q2: 1,308 shares; 2025Q3: 1,308 shares; 2025Q4: 1,326 shares 1,326 $244K <0.01% +18 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,804 shares; 2025Q2: 3,758 shares; 2025Q3: 4,051 shares; 2025Q4: 3,300 shares 3,300 $239K <0.01% -751 Timeline AB ALLIANCEBERNSTEIN HLDG L P More: the full row for ALLIANCEBERNSTEIN HLDG L P 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: 6,204 shares; 2025Q4: 6,204 shares 6,204 $239K <0.01% 0 Timeline HEFA 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: 7,480 shares; 2024Q4: 7,480 shares; 2025Q1: 6,210 shares; 2025Q2: 6,155 shares; 2025Q3: 6,155 shares; 2025Q4: 5,770 shares 5,770 $239K <0.01% -385 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,111 shares 1,111 $238K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,423 shares; 2025Q4: 1,468 shares 1,468 $236K <0.01% +45 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,618 shares; 2024Q4: 5,618 shares; 2025Q1: 4,854 shares; 2025Q2: 4,727 shares; 2025Q3: 4,704 shares; 2025Q4: 4,904 shares 4,904 $234K <0.01% +200 Timeline SAFETY SHOT INC SAFETY SHOT INC More: the full row for SAFETY SHOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,990,000 shares; 2024Q4: 1,990,000 shares; 2025Q1: 1,990,000 shares; 2025Q2: 1,990,000 shares; 2025Q3: 1,990,000 shares; 2025Q4: 1,990,000 shares 1,990,000 $231K <0.01% 0 EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,021 shares; 2024Q4: 2,017 shares; 2025Q1: 1,750 shares; 2025Q2: 1,253 shares; 2025Q3: 1,250 shares; 2025Q4: 1,120 shares 1,120 $229K <0.01% -130 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: 2,003 shares; 2024Q4: 1,885 shares; 2025Q1: 1,923 shares; 2025Q2: 2,300 shares; 2025Q3: 2,095 shares; 2025Q4: 1,678 shares 1,678 $229K <0.01% -417 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: 1,036 shares; 2024Q4: 1,044 shares; 2025Q1: 1,036 shares; 2025Q2: 1,038 shares; 2025Q3: 1,036 shares; 2025Q4: 1,050 shares 1,050 $228K <0.01% +14 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,500 shares; 2024Q4: 1,500 shares; 2025Q1: not reported; 2025Q2: 1,500 shares; 2025Q3: 1,802 shares; 2025Q4: 1,670 shares 1,670 $228K <0.01% -132 Timeline VCTR VICTORY CAP HLDGS INC DEL More: the full row for VICTORY CAP HLDGS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,085 shares; 2024Q4: 3,607 shares; 2025Q1: 3,607 shares; 2025Q2: 3,607 shares; 2025Q3: 3,607 shares; 2025Q4: 3,607 shares 3,607 $228K <0.01% 0 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR 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: 4,936 shares 4,936 $227K <0.01% new Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 553 shares; 2025Q3: 413 shares; 2025Q4: 412 shares 412 $227K <0.01% -1 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: 5,169 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,274 shares 2,274 $227K <0.01% new Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 466 shares; 2024Q4: 466 shares; 2025Q1: 500 shares; 2025Q2: 442 shares; 2025Q3: 561 shares; 2025Q4: 471 shares 471 $221K <0.01% -90 Timeline WTS WATTS WATER TECHNOLOGIES INC More: the full row for WATTS WATER 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: not reported; 2025Q2: not reported; 2025Q3: 800 shares; 2025Q4: 800 shares 800 $221K <0.01% 0 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,650 shares; 2025Q4: 3,650 shares 3,650 $221K <0.01% 0 Timeline IBMR 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: 8,613 shares; 2024Q4: 8,613 shares; 2025Q1: 8,613 shares; 2025Q2: 8,613 shares; 2025Q3: 8,613 shares; 2025Q4: 8,613 shares 8,613 $219K <0.01% 0 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,309 shares; 2025Q1: 2,309 shares; 2025Q2: 2,298 shares; 2025Q3: 1,995 shares; 2025Q4: 1,598 shares 1,598 $218K <0.01% -397 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,307 shares; 2024Q4: 2,307 shares; 2025Q1: 3,130 shares; 2025Q2: 3,177 shares; 2025Q3: 2,234 shares; 2025Q4: 2,234 shares 2,234 $215K <0.01% 0 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: 3,707 shares; 2024Q4: 3,715 shares; 2025Q1: 3,716 shares; 2025Q2: 3,800 shares; 2025Q3: 3,554 shares; 2025Q4: 1,554 shares 1,554 $214K <0.01% -2,000 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: 2,728 shares 2,728 $212K <0.01% new Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,200 shares; 2025Q4: 4,266 shares 4,266 $212K <0.01% +1,066 Timeline SPSM 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: 4,613 shares; 2025Q1: 5,017 shares; 2025Q2: 5,705 shares; 2025Q3: 4,500 shares; 2025Q4: 4,500 shares 4,500 $211K <0.01% 0 Timeline TSLX SIXTH STREET SPECIALTY LENDI More: the full row for SIXTH STREET SPECIALTY LENDI 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: 9,700 shares; 2025Q3: 9,700 shares; 2025Q4: 9,700 shares 9,700 $211K <0.01% 0 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 733 shares; 2025Q3: 672 shares; 2025Q4: 669 shares 669 $209K <0.01% -3 Timeline XBI 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: 1,711 shares 1,711 $209K <0.01% new 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: 6,000 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,000 shares; 2025Q3: not reported; 2025Q4: 6,000 shares 6,000 $208K <0.01% new 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: 18,094 shares; 2024Q4: 12,247 shares; 2025Q1: 12,194 shares; 2025Q2: 12,592 shares; 2025Q3: 12,194 shares; 2025Q4: 15,380 shares 15,380 $202K <0.01% +3,186 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,179 shares; 2025Q3: not reported; 2025Q4: 839 shares 839 $201K <0.01% new Timeline SFL SFL CORPORATION LTD More: the full row for SFL CORPORATION LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,000 shares 16,000 $125K <0.01% new Timeline CRDF CARDIFF ONCOLOGY INC More: the full row for CARDIFF ONCOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 23,978 shares; 2025Q1: 23,978 shares; 2025Q2: 43,128 shares; 2025Q3: 43,128 shares; 2025Q4: 43,128 shares 43,128 $121K <0.01% 0 Timeline PFLT PENNANTPARK FLOATING RATE CA More: the full row for PENNANTPARK FLOATING RATE CA 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: 10,650 shares; 2025Q3: 10,650 shares; 2025Q4: 10,650 shares 10,650 $98.7K <0.01% 0 Timeline NMFC NEW MTN FIN CORP More: the full row for NEW MTN FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,100 shares; 2025Q3: 10,100 shares; 2025Q4: 10,100 shares 10,100 $93K <0.01% 0 Timeline PHK PIMCO HIGH INCOME FD More: the full row for PIMCO HIGH INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,010 shares 13,010 $63.2K <0.01% new Timeline CHMI CHERRY HILL MTG INVT CORP More: the full row for CHERRY HILL MTG INVT 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: 12,500 shares; 2025Q3: 12,500 shares; 2025Q4: 12,500 shares 12,500 $31.9K <0.01% 0 Timeline FSP FRANKLIN STR PPTYS CORP More: the full row for FRANKLIN STR PPTYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,949 shares; 2024Q4: 21,074 shares; 2025Q1: 17,724 shares; 2025Q2: 17,724 shares; 2025Q3: 17,724 shares; 2025Q4: 17,724 shares 17,724 $16.8K <0.01% 0 Timeline NOTV INOTIV INC More: the full row for INOTIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,350 shares; 2024Q4: 14,350 shares; 2025Q1: 14,350 shares; 2025Q2: 14,350 shares; 2025Q3: 14,350 shares; 2025Q4: 11,000 shares 11,000 $6.18K <0.01% -3,350 Timeline