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: 546,870 shares; 2024Q4: 547,438 shares; 2025Q1: 550,310 shares; 2025Q2: 557,659 shares; 2025Q3: 544,492 shares; 2025Q4: 542,867 shares 542,867 $583M 27.06% -1,625 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: 250,051 shares; 2024Q4: 247,578 shares; 2025Q1: 250,310 shares; 2025Q2: 256,906 shares; 2025Q3: 257,321 shares; 2025Q4: 271,624 shares 271,624 $186M 8.63% +14,303 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: 910,990 shares; 2024Q4: 838,513 shares; 2025Q1: 854,454 shares; 2025Q2: 885,572 shares; 2025Q3: 878,567 shares; 2025Q4: 879,145 shares 879,145 $80M 3.71% +578 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: 1,181,060 shares; 2024Q4: 1,133,441 shares; 2025Q1: 1,151,952 shares; 2025Q2: 1,180,815 shares; 2025Q3: 1,109,335 shares; 2025Q4: 1,121,755 shares 1,121,755 $74M 3.43% +12,420 Timeline SCHF 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: 957,352 shares; 2024Q4: 1,906,668 shares; 2025Q1: 1,891,714 shares; 2025Q2: 1,881,382 shares; 2025Q3: 1,861,935 shares; 2025Q4: 1,840,603 shares 1,840,603 $44.2M 2.05% -21,332 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: 152,108 shares; 2024Q4: 153,462 shares; 2025Q1: 154,506 shares; 2025Q2: 147,666 shares; 2025Q3: 147,607 shares; 2025Q4: 155,765 shares 155,765 $42.3M 1.96% +8,158 Timeline JMTG 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: 762,196 shares; 2025Q3: 777,115 shares; 2025Q4: 809,486 shares 809,486 $41.3M 1.92% +32,371 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: 88,347 shares; 2024Q4: 87,911 shares; 2025Q1: 83,801 shares; 2025Q2: 83,361 shares; 2025Q3: 83,077 shares; 2025Q4: 84,072 shares 84,072 $40.7M 1.89% +995 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: 70,261 shares; 2024Q4: 62,594 shares; 2025Q1: 90,916 shares; 2025Q2: 108,742 shares; 2025Q3: 107,805 shares; 2025Q4: 107,858 shares 107,858 $37.3M 1.73% +53 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: 95,853 shares; 2024Q4: 95,112 shares; 2025Q1: 97,244 shares; 2025Q2: 96,484 shares; 2025Q3: 95,453 shares; 2025Q4: 94,521 shares 94,521 $29.7M 1.38% -932 Timeline ACWX 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: 109,570 shares; 2024Q4: 106,880 shares; 2025Q1: 101,682 shares; 2025Q2: 101,107 shares; 2025Q3: 99,481 shares; 2025Q4: 425,029 shares 425,029 $28.5M 1.32% +325,548 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: 52,466 shares; 2024Q4: 52,185 shares; 2025Q1: 51,645 shares; 2025Q2: 65,626 shares; 2025Q3: 65,084 shares; 2025Q4: 66,060 shares 66,060 $21.3M 0.99% +976 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,161 shares; 2024Q4: 101,516 shares; 2025Q1: 108,695 shares; 2025Q2: 108,308 shares; 2025Q3: 107,808 shares; 2025Q4: 108,172 shares 108,172 $20.2M 0.94% +364 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: 192,726 shares; 2024Q4: 164,899 shares; 2025Q1: 164,803 shares; 2025Q2: 164,692 shares; 2025Q3: 162,553 shares; 2025Q4: 162,703 shares 162,703 $19.6M 0.91% +150 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: 168,605 shares; 2024Q4: 165,475 shares; 2025Q1: 164,010 shares; 2025Q2: 162,289 shares; 2025Q3: 160,008 shares; 2025Q4: 160,855 shares 160,855 $19.4M 0.9% +847 Timeline TLH 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: 163,214 shares; 2024Q4: 151,809 shares; 2025Q1: 157,196 shares; 2025Q2: 159,031 shares; 2025Q3: 161,097 shares; 2025Q4: 170,709 shares 170,709 $17.4M 0.81% +9,612 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: 59,195 shares; 2024Q4: 57,580 shares; 2025Q1: 50,385 shares; 2025Q2: 49,994 shares; 2025Q3: 49,339 shares; 2025Q4: 49,457 shares 49,457 $15.8M 0.73% +118 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 350,616 shares; 2024Q4: 344,504 shares; 2025Q1: 343,153 shares; 2025Q2: 342,310 shares; 2025Q3: 338,688 shares; 2025Q4: 338,476 shares 338,476 $15M 0.7% -212 Timeline JMBS JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 302,852 shares; 2024Q4: 299,873 shares; 2025Q1: 311,312 shares; 2025Q2: 311,295 shares; 2025Q3: 312,266 shares; 2025Q4: 325,991 shares 325,991 $14.9M 0.69% +13,725 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: 52,647 shares; 2024Q4: 51,612 shares; 2025Q1: 50,759 shares; 2025Q2: 50,327 shares; 2025Q3: 60,681 shares; 2025Q4: 62,539 shares 62,539 $14.3M 0.66% +1,858 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: 110,118 shares; 2024Q4: 107,601 shares; 2025Q1: 106,614 shares; 2025Q2: 80,876 shares; 2025Q3: 79,366 shares; 2025Q4: 80,354 shares 80,354 $13.7M 0.64% +988 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: 134,005 shares; 2024Q4: 131,045 shares; 2025Q1: 130,151 shares; 2025Q2: 129,165 shares; 2025Q3: 126,996 shares; 2025Q4: 127,960 shares 127,960 $13.5M 0.62% +964 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: 82,749 shares; 2024Q4: 81,211 shares; 2025Q1: 80,092 shares; 2025Q2: 84,525 shares; 2025Q3: 83,395 shares; 2025Q4: 88,319 shares 88,319 $13.5M 0.62% +4,924 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: 29,256 shares; 2024Q4: 28,926 shares; 2025Q1: 28,978 shares; 2025Q2: 27,491 shares; 2025Q3: 27,082 shares; 2025Q4: 27,049 shares 27,049 $13.1M 0.61% -33 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 266,229 shares; 2024Q4: 239,034 shares; 2025Q1: 244,454 shares; 2025Q2: 246,185 shares; 2025Q3: 255,304 shares; 2025Q4: 246,984 shares 246,984 $13.1M 0.61% -8,320 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: 231,057 shares; 2024Q4: 229,046 shares; 2025Q1: 230,303 shares; 2025Q2: 230,785 shares; 2025Q3: 226,776 shares; 2025Q4: 235,335 shares 235,335 $12.9M 0.6% +8,559 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 320,496 shares; 2024Q4: 317,899 shares; 2025Q1: 316,852 shares; 2025Q2: 314,059 shares; 2025Q3: 306,004 shares; 2025Q4: 308,714 shares 308,714 $12.9M 0.6% +2,710 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: 15,244 shares; 2024Q4: 15,639 shares; 2025Q1: 24,485 shares; 2025Q2: 24,511 shares; 2025Q3: 24,314 shares; 2025Q4: 22,116 shares 22,116 $12.7M 0.59% -2,198 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: 48,371 shares; 2024Q4: 50,314 shares; 2025Q1: 52,467 shares; 2025Q2: 52,898 shares; 2025Q3: 52,543 shares; 2025Q4: 52,716 shares 52,716 $12.2M 0.56% +173 Timeline FMAO FARMERS & MERCHANTS BANCORP More: the full row for FARMERS & MERCHANTS BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,564 shares; 2024Q4: 27,564 shares; 2025Q1: 27,564 shares; 2025Q2: 27,564 shares; 2025Q3: 27,564 shares; 2025Q4: 485,064 shares 485,064 $12M 0.56% +457,500 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: 244,136 shares; 2024Q4: 240,154 shares; 2025Q1: 240,412 shares; 2025Q2: 224,855 shares; 2025Q3: 221,466 shares; 2025Q4: 219,464 shares 219,464 $11.7M 0.54% -2,002 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: 58,407 shares; 2024Q4: 57,360 shares; 2025Q1: 56,522 shares; 2025Q2: 56,372 shares; 2025Q3: 55,442 shares; 2025Q4: 55,979 shares 55,979 $11.6M 0.54% +537 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: 120,223 shares; 2024Q4: 83,614 shares; 2025Q1: 83,685 shares; 2025Q2: 82,973 shares; 2025Q3: 102,498 shares; 2025Q4: 103,862 shares 103,862 $11.6M 0.54% +1,364 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: 45,224 shares; 2024Q4: 43,984 shares; 2025Q1: 43,501 shares; 2025Q2: 42,700 shares; 2025Q3: 41,855 shares; 2025Q4: 42,074 shares 42,074 $11.4M 0.53% +219 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: 39,600 shares; 2024Q4: 38,709 shares; 2025Q1: 38,450 shares; 2025Q2: 38,186 shares; 2025Q3: 37,904 shares; 2025Q4: 38,139 shares 38,139 $11.1M 0.51% +235 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: 58,164 shares; 2024Q4: 52,952 shares; 2025Q1: 53,063 shares; 2025Q2: 53,268 shares; 2025Q3: 53,384 shares; 2025Q4: 50,291 shares 50,291 $10.6M 0.49% -3,093 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 124,665 shares; 2024Q4: 121,946 shares; 2025Q1: 120,215 shares; 2025Q2: 118,931 shares; 2025Q3: 116,194 shares; 2025Q4: 116,588 shares 116,588 $10.3M 0.48% +394 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: 61,357 shares; 2024Q4: 60,593 shares; 2025Q1: 60,036 shares; 2025Q2: 59,396 shares; 2025Q3: 44,831 shares; 2025Q4: 44,635 shares 44,635 $10.2M 0.47% -196 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: 216,807 shares; 2024Q4: 210,866 shares; 2025Q1: 208,983 shares; 2025Q2: 209,996 shares; 2025Q3: 206,093 shares; 2025Q4: 207,261 shares 207,261 $9.91M 0.46% +1,168 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: 45,333 shares; 2024Q4: 44,110 shares; 2025Q1: 100,847 shares; 2025Q2: 100,076 shares; 2025Q3: 98,277 shares; 2025Q4: 105,640 shares 105,640 $9.85M 0.46% +7,363 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,297 shares; 2024Q4: 108,858 shares; 2025Q1: 107,732 shares; 2025Q2: 106,377 shares; 2025Q3: 104,626 shares; 2025Q4: 104,790 shares 104,790 $9.69M 0.45% +164 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: 129,287 shares; 2024Q4: 126,632 shares; 2025Q1: 125,179 shares; 2025Q2: 124,833 shares; 2025Q3: 122,295 shares; 2025Q4: 123,614 shares 123,614 $9.52M 0.44% +1,319 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: 15,482 shares; 2024Q4: 15,114 shares; 2025Q1: 14,337 shares; 2025Q2: 14,140 shares; 2025Q3: 14,072 shares; 2025Q4: 13,740 shares 13,740 $9.37M 0.43% -332 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: 9,823 shares; 2024Q4: 9,677 shares; 2025Q1: 10,106 shares; 2025Q2: 10,021 shares; 2025Q3: 10,049 shares; 2025Q4: 10,834 shares 10,834 $9.34M 0.43% +785 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: 26,285 shares; 2024Q4: 25,575 shares; 2025Q1: 26,061 shares; 2025Q2: 25,674 shares; 2025Q3: 25,486 shares; 2025Q4: 26,493 shares 26,493 $9.29M 0.43% +1,007 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 206,300 shares; 2024Q4: 201,177 shares; 2025Q1: 156,595 shares; 2025Q2: 155,756 shares; 2025Q3: 152,975 shares; 2025Q4: 154,454 shares 154,454 $9.02M 0.42% +1,479 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: 45,439 shares; 2024Q4: 44,897 shares; 2025Q1: 44,494 shares; 2025Q2: 43,373 shares; 2025Q3: 43,058 shares; 2025Q4: 48,060 shares 48,060 $8.81M 0.41% +5,002 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: 36,569 shares; 2024Q4: 35,895 shares; 2025Q1: 29,218 shares; 2025Q2: 29,274 shares; 2025Q3: 28,824 shares; 2025Q4: 29,591 shares 29,591 $8.77M 0.41% +767 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: 79,771 shares; 2024Q4: 78,187 shares; 2025Q1: 76,631 shares; 2025Q2: 76,147 shares; 2025Q3: 74,485 shares; 2025Q4: 74,690 shares 74,690 $8.61M 0.4% +205 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: 11,359 shares; 2024Q4: 11,071 shares; 2025Q1: 11,049 shares; 2025Q2: 10,821 shares; 2025Q3: 10,725 shares; 2025Q4: 10,223 shares 10,223 $8.39M 0.39% -502 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: 14,997 shares; 2024Q4: 16,532 shares; 2025Q1: 16,013 shares; 2025Q2: 24,109 shares; 2025Q3: 24,321 shares; 2025Q4: 24,984 shares 24,984 $8.25M 0.38% +663 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: 20,101 shares; 2024Q4: 21,712 shares; 2025Q1: 21,872 shares; 2025Q2: 14,619 shares; 2025Q3: 14,615 shares; 2025Q4: 16,192 shares 16,192 $8.14M 0.38% +1,577 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: 43,099 shares; 2024Q4: 41,452 shares; 2025Q1: 56,409 shares; 2025Q2: 56,316 shares; 2025Q3: 55,723 shares; 2025Q4: 54,836 shares 54,836 $7.86M 0.36% -887 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: 9,084 shares; 2024Q4: 9,641 shares; 2025Q1: 9,695 shares; 2025Q2: 8,986 shares; 2025Q3: 8,971 shares; 2025Q4: 11,856 shares 11,856 $7.83M 0.36% +2,885 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: 191,537 shares; 2024Q4: 188,380 shares; 2025Q1: 188,453 shares; 2025Q2: 190,087 shares; 2025Q3: 189,922 shares; 2025Q4: 191,914 shares 191,914 $7.82M 0.36% +1,992 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: 60,706 shares; 2024Q4: 83,689 shares; 2025Q1: 83,228 shares; 2025Q2: 83,875 shares; 2025Q3: 82,015 shares; 2025Q4: 82,536 shares 82,536 $7.59M 0.35% +521 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 230,633 shares; 2024Q4: 216,752 shares; 2025Q1: 214,745 shares; 2025Q2: 171,377 shares; 2025Q3: 147,179 shares; 2025Q4: 143,409 shares 143,409 $7.52M 0.35% -3,770 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: 51,875 shares; 2024Q4: 51,418 shares; 2025Q1: 50,130 shares; 2025Q2: 47,603 shares; 2025Q3: 47,470 shares; 2025Q4: 48,615 shares 48,615 $7.47M 0.35% +1,145 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: 80,923 shares; 2024Q4: 79,303 shares; 2025Q1: 78,864 shares; 2025Q2: 75,993 shares; 2025Q3: 54,229 shares; 2025Q4: 51,579 shares 51,579 $7.4M 0.34% -2,650 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: 23,923 shares; 2024Q4: 49,089 shares; 2025Q1: 49,650 shares; 2025Q2: 45,555 shares; 2025Q3: 45,442 shares; 2025Q4: 38,883 shares 38,883 $7.16M 0.33% -6,559 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,749 shares; 2024Q4: 33,977 shares; 2025Q1: 33,422 shares; 2025Q2: 40,561 shares; 2025Q3: 40,129 shares; 2025Q4: 39,668 shares 39,668 $7.08M 0.33% -461 Timeline MBX MBX BIOSCIENCES INC More: the full row for MBX BIOSCIENCES 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: 221,672 shares 221,672 $6.99M 0.32% new 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: 71,343 shares; 2024Q4: 65,977 shares; 2025Q1: 67,706 shares; 2025Q2: 68,138 shares; 2025Q3: 54,193 shares; 2025Q4: 56,037 shares 56,037 $6.91M 0.32% +1,844 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: 130,836 shares; 2024Q4: 126,307 shares; 2025Q1: 124,721 shares; 2025Q2: 124,548 shares; 2025Q3: 121,368 shares; 2025Q4: 127,957 shares 127,957 $6.9M 0.32% +6,589 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: 1,299 shares; 2024Q4: 1,313 shares; 2025Q1: 1,323 shares; 2025Q2: 1,308 shares; 2025Q3: 1,308 shares; 2025Q4: 1,286 shares 1,286 $6.89M 0.32% -22 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: 72,468 shares; 2024Q4: 71,441 shares; 2025Q1: 71,299 shares; 2025Q2: 70,572 shares; 2025Q3: 70,237 shares; 2025Q4: 71,579 shares 71,579 $6.88M 0.32% +1,342 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: 11,653 shares; 2024Q4: 11,491 shares; 2025Q1: 11,364 shares; 2025Q2: 11,088 shares; 2025Q3: 10,971 shares; 2025Q4: 10,874 shares 10,874 $6.56M 0.3% -97 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: 72,067 shares; 2024Q4: 68,671 shares; 2025Q1: 68,576 shares; 2025Q2: 68,344 shares; 2025Q3: 66,331 shares; 2025Q4: 67,589 shares 67,589 $6.55M 0.3% +1,258 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: 61,811 shares; 2024Q4: 60,407 shares; 2025Q1: 59,164 shares; 2025Q2: 58,566 shares; 2025Q3: 57,417 shares; 2025Q4: 55,880 shares 55,880 $6.31M 0.29% -1,537 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,363 shares; 2024Q4: 5,333 shares; 2025Q1: 5,370 shares; 2025Q2: 5,324 shares; 2025Q3: 5,277 shares; 2025Q4: 5,154 shares 5,154 $6.26M 0.29% -123 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: 23,265 shares; 2024Q4: 22,809 shares; 2025Q1: 22,692 shares; 2025Q2: 22,559 shares; 2025Q3: 22,103 shares; 2025Q4: 26,626 shares 26,626 $6.16M 0.29% +4,523 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: 24,170 shares; 2024Q4: 24,364 shares; 2025Q1: 24,819 shares; 2025Q2: 24,482 shares; 2025Q3: 24,452 shares; 2025Q4: 25,292 shares 25,292 $6.1M 0.28% +840 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,346 shares; 2024Q4: 102,530 shares; 2025Q1: 103,500 shares; 2025Q2: 104,828 shares; 2025Q3: 112,280 shares; 2025Q4: 112,636 shares 112,636 $6.07M 0.28% +356 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,289 shares; 2024Q4: 76,431 shares; 2025Q1: 75,273 shares; 2025Q2: 73,874 shares; 2025Q3: 72,896 shares; 2025Q4: 73,226 shares 73,226 $5.86M 0.27% +330 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: 9,592 shares; 2024Q4: 6,295 shares; 2025Q1: 47,573 shares; 2025Q2: 47,508 shares; 2025Q3: 80,511 shares; 2025Q4: 83,502 shares 83,502 $5.84M 0.27% +2,991 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: 85,118 shares; 2024Q4: 81,838 shares; 2025Q1: 80,770 shares; 2025Q2: 80,129 shares; 2025Q3: 78,532 shares; 2025Q4: 77,326 shares 77,326 $5.7M 0.26% -1,206 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 69,578 shares 69,578 $5.62M 0.26% new Timeline GNTX GENTEX CORP More: the full row for GENTEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 280,836 shares; 2024Q4: 273,958 shares; 2025Q1: 270,593 shares; 2025Q2: 264,764 shares; 2025Q3: 259,045 shares; 2025Q4: 241,426 shares 241,426 $5.62M 0.26% -17,619 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: 12,113 shares; 2024Q4: 15,038 shares; 2025Q1: 15,247 shares; 2025Q2: 18,738 shares; 2025Q3: 17,556 shares; 2025Q4: 15,507 shares 15,507 $5.43M 0.25% -2,049 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,786 shares; 2024Q4: 52,948 shares; 2025Q1: 53,250 shares; 2025Q2: 47,953 shares; 2025Q3: 46,955 shares; 2025Q4: 45,232 shares 45,232 $5.42M 0.25% -1,723 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,865 shares; 2024Q4: 64,503 shares; 2025Q1: 66,276 shares; 2025Q2: 54,891 shares; 2025Q3: 53,397 shares; 2025Q4: 52,287 shares 52,287 $5.35M 0.25% -1,110 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: 52,178 shares; 2024Q4: 50,460 shares; 2025Q1: 49,613 shares; 2025Q2: 74,867 shares; 2025Q3: 72,851 shares; 2025Q4: 71,110 shares 71,110 $5.28M 0.25% -1,741 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: 48,637 shares; 2025Q1: 49,140 shares; 2025Q2: 49,015 shares; 2025Q3: 48,580 shares; 2025Q4: 39,605 shares 39,605 $5.19M 0.24% -8,975 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: 62,298 shares; 2024Q4: 60,552 shares; 2025Q1: 59,379 shares; 2025Q2: 58,599 shares; 2025Q3: 57,478 shares; 2025Q4: 58,006 shares 58,006 $5.06M 0.23% +528 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: 8,316 shares; 2024Q4: 8,531 shares; 2025Q1: 8,605 shares; 2025Q2: 8,594 shares; 2025Q3: 8,646 shares; 2025Q4: 8,857 shares 8,857 $5.06M 0.23% +211 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: 14,909 shares; 2024Q4: 14,351 shares; 2025Q1: 14,156 shares; 2025Q2: 14,014 shares; 2025Q3: 13,831 shares; 2025Q4: 13,594 shares 13,594 $5.03M 0.23% -237 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: 13,913 shares; 2024Q4: 13,612 shares; 2025Q1: 14,029 shares; 2025Q2: 14,025 shares; 2025Q3: 13,807 shares; 2025Q4: 14,450 shares 14,450 $4.97M 0.23% +643 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: 36,236 shares; 2024Q4: 29,375 shares; 2025Q1: 29,270 shares; 2025Q2: 20,653 shares; 2025Q3: 20,131 shares; 2025Q4: 19,264 shares 19,264 $4.76M 0.22% -867 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: 45,577 shares; 2024Q4: 44,562 shares; 2025Q1: 44,049 shares; 2025Q2: 43,893 shares; 2025Q3: 42,881 shares; 2025Q4: 43,085 shares 43,085 $4.75M 0.22% +204 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,794 shares; 2024Q4: 106,314 shares; 2025Q1: 105,454 shares; 2025Q2: 104,012 shares; 2025Q3: 101,018 shares; 2025Q4: 101,462 shares 101,462 $4.75M 0.22% +444 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT 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: 60,452 shares; 2025Q3: 83,632 shares; 2025Q4: 92,458 shares 92,458 $4.68M 0.22% +8,826 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: 23,077 shares; 2024Q4: 22,877 shares; 2025Q1: 24,403 shares; 2025Q2: 24,160 shares; 2025Q3: 23,896 shares; 2025Q4: 23,644 shares 23,644 $4.61M 0.21% -252 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: 7,586 shares; 2024Q4: 7,661 shares; 2025Q1: 7,934 shares; 2025Q2: 8,224 shares; 2025Q3: 7,814 shares; 2025Q4: 17,189 shares 17,189 $4.61M 0.21% +9,375 Timeline NXST NEXSTAR MEDIA GROUP INC More: the full row for NEXSTAR MEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,924 shares; 2024Q4: 23,490 shares; 2025Q1: 23,158 shares; 2025Q2: 22,821 shares; 2025Q3: 22,206 shares; 2025Q4: 22,448 shares 22,448 $4.56M 0.21% +242 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: not reported; 2024Q4: 6 shares; 2025Q1: 6 shares; 2025Q2: 6 shares; 2025Q3: 6 shares; 2025Q4: 6 shares 6 $4.53M 0.21% 0 Timeline GATX GATX CORP More: the full row for GATX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,582 shares; 2024Q4: 44,539 shares; 2025Q1: 27,184 shares; 2025Q2: 26,923 shares; 2025Q3: 26,223 shares; 2025Q4: 26,271 shares 26,271 $4.46M 0.21% +48 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: 191,319 shares; 2024Q4: 184,109 shares; 2025Q1: 182,165 shares; 2025Q2: 182,241 shares; 2025Q3: 176,501 shares; 2025Q4: 178,841 shares 178,841 $4.45M 0.21% +2,340 Timeline THG HANOVER INS GROUP INC More: the full row for HANOVER INS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,085 shares; 2024Q4: 24,430 shares; 2025Q1: 24,344 shares; 2025Q2: 24,105 shares; 2025Q3: 23,694 shares; 2025Q4: 23,366 shares 23,366 $4.27M 0.2% -328 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: 43,068 shares; 2024Q4: 41,831 shares; 2025Q1: 41,936 shares; 2025Q2: 41,021 shares; 2025Q3: 40,455 shares; 2025Q4: 41,916 shares 41,916 $4.19M 0.19% +1,461 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: 16,410 shares; 2024Q4: 15,971 shares; 2025Q1: 15,609 shares; 2025Q2: 15,354 shares; 2025Q3: 14,920 shares; 2025Q4: 15,152 shares 15,152 $4.17M 0.19% +232 Timeline JMST 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: 95,255 shares; 2024Q4: 42,473 shares; 2025Q1: 64,645 shares; 2025Q2: 110,222 shares; 2025Q3: 121,944 shares; 2025Q4: 81,769 shares 81,769 $4.17M 0.19% -40,175 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: 71,991 shares; 2024Q4: 70,689 shares; 2025Q1: 70,099 shares; 2025Q2: 67,201 shares; 2025Q3: 65,218 shares; 2025Q4: 60,918 shares 60,918 $4.08M 0.19% -4,300 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,693 shares; 2024Q4: 34,699 shares; 2025Q1: 34,489 shares; 2025Q2: 34,849 shares; 2025Q3: 34,570 shares; 2025Q4: 31,027 shares 31,027 $4.08M 0.19% -3,543 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: 6,528 shares; 2024Q4: 6,237 shares; 2025Q1: 10,326 shares; 2025Q2: 10,991 shares; 2025Q3: 10,772 shares; 2025Q4: 12,466 shares 12,466 $3.9M 0.18% +1,694 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,052 shares; 2024Q4: 90,612 shares; 2025Q1: 87,324 shares; 2025Q2: 83,493 shares; 2025Q3: 78,373 shares; 2025Q4: 76,700 shares 76,700 $3.9M 0.18% -1,673 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: 15,382 shares; 2024Q4: 8,525 shares; 2025Q1: 8,053 shares; 2025Q2: 8,058 shares; 2025Q3: 7,923 shares; 2025Q4: 7,928 shares 7,928 $3.75M 0.17% +5 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: 510 shares; 2025Q1: 3,394 shares; 2025Q2: 3,402 shares; 2025Q3: 3,335 shares; 2025Q4: 3,491 shares 3,491 $3.74M 0.17% +156 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: 40,057 shares; 2024Q4: 39,599 shares; 2025Q1: 39,167 shares; 2025Q2: 39,072 shares; 2025Q3: 36,951 shares; 2025Q4: 36,556 shares 36,556 $3.57M 0.17% -395 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: 31,158 shares; 2024Q4: 30,431 shares; 2025Q1: 31,527 shares; 2025Q2: 30,215 shares; 2025Q3: 28,656 shares; 2025Q4: 31,049 shares 31,049 $3.53M 0.16% +2,393 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: 34,709 shares; 2024Q4: 35,337 shares; 2025Q1: 36,153 shares; 2025Q2: 35,537 shares; 2025Q3: 35,312 shares; 2025Q4: 35,048 shares 35,048 $3.34M 0.16% -264 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: 61,515 shares; 2024Q4: 59,579 shares; 2025Q1: 41,941 shares; 2025Q2: 41,578 shares; 2025Q3: 40,294 shares; 2025Q4: 39,523 shares 39,523 $3.33M 0.15% -771 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: 65,580 shares; 2024Q4: 65,816 shares; 2025Q1: 65,459 shares; 2025Q2: 64,852 shares; 2025Q3: 62,908 shares; 2025Q4: 35,917 shares 35,917 $3.14M 0.15% -26,991 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: 15,053 shares; 2024Q4: 15,031 shares; 2025Q1: 15,327 shares; 2025Q2: 15,325 shares; 2025Q3: 15,181 shares; 2025Q4: 15,083 shares 15,083 $3.06M 0.14% -98 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: 11,968 shares; 2024Q4: 12,072 shares; 2025Q1: 12,265 shares; 2025Q2: 9,510 shares; 2025Q3: 9,458 shares; 2025Q4: 6,560 shares 6,560 $2.95M 0.14% -2,898 Timeline APTV APTIV PLC More: the full row for APTIV 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: 38,543 shares; 2025Q3: 38,631 shares; 2025Q4: 38,615 shares 38,615 $2.94M 0.14% -16 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: not reported; 2025Q2: 15,953 shares; 2025Q3: 15,964 shares; 2025Q4: 16,064 shares 16,064 $2.75M 0.13% +100 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,928 shares; 2024Q4: 3,926 shares; 2025Q1: 3,920 shares; 2025Q2: 3,557 shares; 2025Q3: 3,565 shares; 2025Q4: 3,531 shares 3,531 $2.71M 0.13% -34 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: 10,732 shares; 2024Q4: 10,000 shares; 2025Q1: 9,864 shares; 2025Q2: 9,864 shares; 2025Q3: 9,722 shares; 2025Q4: 9,147 shares 9,147 $2.65M 0.12% -575 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: 23,939 shares; 2024Q4: 23,940 shares; 2025Q1: 24,782 shares; 2025Q2: 24,593 shares; 2025Q3: 24,538 shares; 2025Q4: 20,636 shares 20,636 $2.6M 0.12% -3,902 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: 10,707 shares; 2024Q4: 10,447 shares; 2025Q1: 10,447 shares; 2025Q2: 10,447 shares; 2025Q3: 10,451 shares; 2025Q4: 9,954 shares 9,954 $2.57M 0.12% -497 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: 1,838 shares; 2024Q4: 1,838 shares; 2025Q1: 1,838 shares; 2025Q2: 7,875 shares; 2025Q3: 7,782 shares; 2025Q4: 7,551 shares 7,551 $2.54M 0.12% -231 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: 23,745 shares; 2024Q4: 23,276 shares; 2025Q1: 23,775 shares; 2025Q2: 23,506 shares; 2025Q3: 22,653 shares; 2025Q4: 23,645 shares 23,645 $2.48M 0.12% +992 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: 25,601 shares; 2024Q4: 25,577 shares; 2025Q1: 25,577 shares; 2025Q2: 25,577 shares; 2025Q3: 25,341 shares; 2025Q4: 24,765 shares 24,765 $2.38M 0.11% -576 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 29,263 shares; 2025Q3: 28,484 shares; 2025Q4: 27,478 shares 27,478 $2.13M 0.1% -1,006 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: 17,204 shares; 2024Q4: 16,959 shares; 2025Q1: 16,495 shares; 2025Q2: 16,148 shares; 2025Q3: 14,501 shares; 2025Q4: 14,501 shares 14,501 $2.05M 0.09% 0 Timeline IJS 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: 20,214 shares; 2024Q4: 18,582 shares; 2025Q1: 18,591 shares; 2025Q2: 18,603 shares; 2025Q3: 18,615 shares; 2025Q4: 17,902 shares 17,902 $2.04M 0.09% -713 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: 20,669 shares; 2024Q4: 20,608 shares; 2025Q1: 20,608 shares; 2025Q2: 20,697 shares; 2025Q3: 20,692 shares; 2025Q4: 20,425 shares 20,425 $1.96M 0.09% -267 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 36,341 shares; 2025Q1: 36,505 shares; 2025Q2: 36,302 shares; 2025Q3: 20,453 shares; 2025Q4: 30,664 shares 30,664 $1.96M 0.09% +10,211 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: 27,299 shares; 2024Q4: 25,700 shares; 2025Q1: 23,188 shares; 2025Q2: 21,762 shares; 2025Q3: 21,407 shares; 2025Q4: 21,290 shares 21,290 $1.82M 0.08% -117 Timeline VONV 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: 2,663 shares; 2024Q4: 4,929 shares; 2025Q1: 5,271 shares; 2025Q2: 5,271 shares; 2025Q3: 4,978 shares; 2025Q4: 19,268 shares 19,268 $1.78M 0.08% +14,290 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: 5,587 shares; 2024Q4: 5,201 shares; 2025Q1: 5,515 shares; 2025Q2: 5,389 shares; 2025Q3: 5,279 shares; 2025Q4: 5,284 shares 5,284 $1.77M 0.08% +5 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: 27,611 shares; 2024Q4: 27,611 shares; 2025Q1: 27,611 shares; 2025Q2: 27,611 shares; 2025Q3: 27,611 shares; 2025Q4: 33,174 shares 33,174 $1.75M 0.08% +5,563 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: 3,539 shares; 2024Q4: 3,699 shares; 2025Q1: 2,844 shares; 2025Q2: 2,998 shares; 2025Q3: 2,995 shares; 2025Q4: 3,292 shares 3,292 $1.68M 0.08% +297 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: 4,471 shares; 2024Q4: 4,471 shares; 2025Q1: 4,471 shares; 2025Q2: 4,416 shares; 2025Q3: 4,416 shares; 2025Q4: 5,784 shares 5,784 $1.67M 0.08% +1,368 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: 46,195 shares; 2024Q4: 46,218 shares; 2025Q1: 48,520 shares; 2025Q2: 47,986 shares; 2025Q3: 47,489 shares; 2025Q4: 20,669 shares 20,669 $1.66M 0.08% -26,820 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,524 shares; 2025Q4: 17,306 shares 17,306 $1.62M 0.08% +15,782 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,184 shares; 2024Q4: 7,225 shares; 2025Q1: 7,311 shares; 2025Q2: 7,209 shares; 2025Q3: 7,217 shares; 2025Q4: 6,978 shares 6,978 $1.56M 0.07% -239 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 55,007 shares 55,007 $1.51M 0.07% new Timeline SGOV 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: 2,998 shares; 2024Q4: not reported; 2025Q1: 20,430 shares; 2025Q2: 8,741 shares; 2025Q3: 10,481 shares; 2025Q4: 15,047 shares 15,047 $1.51M 0.07% +4,566 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,203 shares 2,203 $1.46M 0.07% new Timeline TLT 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: 15,186 shares; 2024Q4: 15,401 shares; 2025Q1: 15,504 shares; 2025Q2: 15,675 shares; 2025Q3: 16,406 shares; 2025Q4: 16,639 shares 16,639 $1.45M 0.07% +233 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: 16,516 shares; 2024Q4: 17,719 shares; 2025Q1: 17,719 shares; 2025Q2: 17,719 shares; 2025Q3: 18,452 shares; 2025Q4: 19,513 shares 19,513 $1.45M 0.07% +1,061 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: 6,192 shares; 2024Q4: 6,838 shares; 2025Q1: 6,830 shares; 2025Q2: 7,325 shares; 2025Q3: 7,220 shares; 2025Q4: 7,220 shares 7,220 $1.41M 0.07% 0 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: 3,710 shares; 2024Q4: 3,815 shares; 2025Q1: 3,815 shares; 2025Q2: 3,780 shares; 2025Q3: 3,864 shares; 2025Q4: 4,550 shares 4,550 $1.39M 0.06% +686 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: 12,995 shares; 2024Q4: 12,995 shares; 2025Q1: 12,995 shares; 2025Q2: 12,995 shares; 2025Q3: 12,995 shares; 2025Q4: 15,151 shares 15,151 $1.32M 0.06% +2,156 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,419 shares 5,419 $1.23M 0.06% new Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,802 shares 8,802 $1.21M 0.06% new 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: 1,626 shares; 2024Q4: 1,659 shares; 2025Q1: 1,662 shares; 2025Q2: 1,601 shares; 2025Q3: 1,601 shares; 2025Q4: 1,568 shares 1,568 $1.18M 0.05% -33 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: 10,523 shares; 2024Q4: 10,565 shares; 2025Q1: 10,523 shares; 2025Q2: 9,593 shares; 2025Q3: 9,593 shares; 2025Q4: 32,483 shares 32,483 $1.18M 0.05% +22,890 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: 7,396 shares; 2024Q4: 7,353 shares; 2025Q1: 7,062 shares; 2025Q2: 6,900 shares; 2025Q3: 7,551 shares; 2025Q4: 9,359 shares 9,359 $1.17M 0.05% +1,808 Timeline VONG 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: 22,406 shares; 2024Q4: 9,307 shares; 2025Q1: 10,135 shares; 2025Q2: 10,074 shares; 2025Q3: 9,811 shares; 2025Q4: 9,622 shares 9,622 $1.17M 0.05% -189 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: 4,247 shares; 2024Q4: 3,852 shares; 2025Q1: 3,852 shares; 2025Q2: 3,898 shares; 2025Q3: 2,786 shares; 2025Q4: 1,876 shares 1,876 $1.15M 0.05% -910 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: 982 shares; 2024Q4: 1,363 shares; 2025Q1: 1,725 shares; 2025Q2: 1,981 shares; 2025Q3: 1,684 shares; 2025Q4: 1,827 shares 1,827 $1.15M 0.05% +143 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,098 shares 7,098 $1.15M 0.05% new Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA 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: not reported; 2025Q3: not reported; 2025Q4: 42,650 shares 42,650 $1.12M 0.05% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,722 shares 3,722 $1.1M 0.05% new 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: 13,951 shares; 2024Q4: 14,362 shares; 2025Q1: 14,813 shares; 2025Q2: 15,073 shares; 2025Q3: 13,607 shares; 2025Q4: 20,488 shares 20,488 $1.1M 0.05% +6,881 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,076 shares; 2025Q4: 17,380 shares 17,380 $1.09M 0.05% -696 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,800 shares 14,800 $1.07M 0.05% new 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: 4,186 shares; 2024Q4: 4,061 shares; 2025Q1: 4,332 shares; 2025Q2: 4,332 shares; 2025Q3: 4,362 shares; 2025Q4: 4,099 shares 4,099 $1.05M 0.05% -263 Timeline AGZ 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: 8,733 shares; 2024Q4: 10,132 shares; 2025Q1: 10,320 shares; 2025Q2: 10,245 shares; 2025Q3: 9,689 shares; 2025Q4: 9,434 shares 9,434 $1.04M 0.05% -255 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: 83,318 shares; 2024Q4: 79,151 shares; 2025Q1: 80,262 shares; 2025Q2: 75,525 shares; 2025Q3: 72,710 shares; 2025Q4: 26,758 shares 26,758 $1.03M 0.05% -45,952 Timeline DGII DIGI INTL INC More: the full row for DIGI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,350 shares; 2024Q4: 23,350 shares; 2025Q1: 23,350 shares; 2025Q2: 23,350 shares; 2025Q3: 23,350 shares; 2025Q4: 23,350 shares 23,350 $1.01M 0.05% 0 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,952 shares; 2024Q4: 19,754 shares; 2025Q1: 19,950 shares; 2025Q2: 19,311 shares; 2025Q3: 4,713 shares; 2025Q4: 4,477 shares 4,477 $1.01M 0.05% -236 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: 7,656 shares; 2024Q4: 7,656 shares; 2025Q1: 7,656 shares; 2025Q2: 7,806 shares; 2025Q3: 7,538 shares; 2025Q4: 7,170 shares 7,170 $952K 0.04% -368 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: 4,625 shares; 2024Q4: 4,430 shares; 2025Q1: 4,430 shares; 2025Q2: 4,436 shares; 2025Q3: 4,482 shares; 2025Q4: 4,464 shares 4,464 $945K 0.04% -18 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,817 shares 5,817 $935K 0.04% new 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: 4,350 shares; 2024Q4: 4,350 shares; 2025Q1: 4,375 shares; 2025Q2: 4,455 shares; 2025Q3: 4,375 shares; 2025Q4: 5,578 shares 5,578 $893K 0.04% +1,203 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: not reported; 2024Q4: not reported; 2025Q1: 1,764 shares; 2025Q2: 2,069 shares; 2025Q3: 1,920 shares; 2025Q4: 4,925 shares 4,925 $874K 0.04% +3,005 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: 9,815 shares; 2024Q4: 9,863 shares; 2025Q1: 9,788 shares; 2025Q2: 9,751 shares; 2025Q3: 9,757 shares; 2025Q4: 19,265 shares 19,265 $861K 0.04% +9,508 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: 1,886 shares; 2024Q4: 1,915 shares; 2025Q1: 1,893 shares; 2025Q2: 1,899 shares; 2025Q3: 1,866 shares; 2025Q4: 1,870 shares 1,870 $848K 0.04% +4 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: 6,687 shares; 2024Q4: 6,687 shares; 2025Q1: 6,270 shares; 2025Q2: 6,270 shares; 2025Q3: 6,270 shares; 2025Q4: 6,270 shares 6,270 $830K 0.04% 0 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: 13,694 shares; 2024Q4: 15,462 shares; 2025Q1: 15,490 shares; 2025Q2: 15,268 shares; 2025Q3: 15,287 shares; 2025Q4: 14,643 shares 14,643 $802K 0.04% -644 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,982 shares; 2024Q4: 34,287 shares; 2025Q1: 35,138 shares; 2025Q2: 34,845 shares; 2025Q3: 34,626 shares; 2025Q4: 5,518 shares 5,518 $799K 0.04% -29,108 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,038 shares; 2024Q4: 4,856 shares; 2025Q1: 4,816 shares; 2025Q2: 4,816 shares; 2025Q3: 4,816 shares; 2025Q4: 5,126 shares 5,126 $793K 0.04% +310 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,425 shares 6,425 $790K 0.04% new Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,642 shares; 2024Q4: 1,612 shares; 2025Q1: 1,742 shares; 2025Q2: 1,742 shares; 2025Q3: 1,739 shares; 2025Q4: 1,674 shares 1,674 $785K 0.04% -65 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: 4,111 shares; 2024Q4: 4,111 shares; 2025Q1: 4,192 shares; 2025Q2: 4,381 shares; 2025Q3: 4,337 shares; 2025Q4: 3,938 shares 3,938 $782K 0.04% -399 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,774 shares; 2024Q4: 15,774 shares; 2025Q1: 15,774 shares; 2025Q2: 15,774 shares; 2025Q3: 15,754 shares; 2025Q4: 15,724 shares 15,724 $756K 0.04% -30 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: 1,059 shares; 2024Q4: 1,159 shares; 2025Q1: 1,159 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,884 shares 3,884 $754K 0.03% new 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: 2,546 shares; 2024Q4: 2,546 shares; 2025Q1: 2,546 shares; 2025Q2: 2,546 shares; 2025Q3: 2,546 shares; 2025Q4: 3,421 shares 3,421 $752K 0.03% +875 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: 2,078 shares; 2024Q4: 2,078 shares; 2025Q1: 2,084 shares; 2025Q2: 2,084 shares; 2025Q3: 1,982 shares; 2025Q4: 2,458 shares 2,458 $747K 0.03% +476 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: 7,004 shares; 2024Q4: 7,351 shares; 2025Q1: 7,717 shares; 2025Q2: 7,821 shares; 2025Q3: 7,519 shares; 2025Q4: 7,524 shares 7,524 $724K 0.03% +5 Timeline SPXC SPX TECHNOLOGIES INC More: the full row for SPX 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: not reported; 2025Q4: 3,600 shares 3,600 $720K 0.03% new 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: 1,908 shares; 2024Q4: 2,114 shares; 2025Q1: 2,077 shares; 2025Q2: 2,077 shares; 2025Q3: 1,964 shares; 2025Q4: 2,567 shares 2,567 $717K 0.03% +603 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: 3,100 shares; 2024Q4: 3,213 shares; 2025Q1: 3,063 shares; 2025Q2: 3,001 shares; 2025Q3: 2,913 shares; 2025Q4: 3,268 shares 3,268 $710K 0.03% +355 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,300 shares 3,300 $687K 0.03% new Timeline IGV 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: 6,305 shares; 2024Q4: 6,145 shares; 2025Q1: 6,145 shares; 2025Q2: 6,670 shares; 2025Q3: 6,470 shares; 2025Q4: 6,470 shares 6,470 $684K 0.03% 0 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 2,022 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares 2,000 $680K 0.03% 0 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 777 shares; 2024Q4: 819 shares; 2025Q1: 1,187 shares; 2025Q2: 1,147 shares; 2025Q3: 1,147 shares; 2025Q4: 1,173 shares 1,173 $680K 0.03% +26 Timeline FELE FRANKLIN ELEC INC More: the full row for FRANKLIN ELEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,055 shares; 2025Q1: 7,040 shares; 2025Q2: 7,060 shares; 2025Q3: 7,060 shares; 2025Q4: 7,040 shares 7,040 $673K 0.03% -20 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX 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: not reported; 2025Q4: 3,876 shares 3,876 $670K 0.03% new 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: 1,854 shares; 2024Q4: 1,854 shares; 2025Q1: 1,754 shares; 2025Q2: 1,869 shares; 2025Q3: 2,059 shares; 2025Q4: 4,015 shares 4,015 $653K 0.03% +1,956 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 1,650 shares 1,650 $642K 0.03% +1,150 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: 2,694 shares; 2024Q4: 2,662 shares; 2025Q1: 2,662 shares; 2025Q2: 2,442 shares; 2025Q3: 2,480 shares; 2025Q4: 4,446 shares 4,446 $640K 0.03% +1,966 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,280 shares; 2024Q4: 2,315 shares; 2025Q1: 2,527 shares; 2025Q2: 2,519 shares; 2025Q3: 2,522 shares; 2025Q4: 2,415 shares 2,415 $634K 0.03% -107 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,715 shares; 2024Q4: 2,669 shares; 2025Q1: 2,669 shares; 2025Q2: 2,508 shares; 2025Q3: 2,408 shares; 2025Q4: 2,408 shares 2,408 $629K 0.03% 0 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,849 shares; 2024Q4: 3,980 shares; 2025Q1: 3,534 shares; 2025Q2: 3,854 shares; 2025Q3: 3,844 shares; 2025Q4: 3,844 shares 3,844 $626K 0.03% 0 Timeline AAXJ 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: 6,693 shares; 2024Q4: 6,693 shares; 2025Q1: 6,693 shares; 2025Q2: 6,693 shares; 2025Q3: 6,693 shares; 2025Q4: 6,693 shares 6,693 $623K 0.03% 0 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,547 shares; 2024Q4: 12,587 shares; 2025Q1: 12,587 shares; 2025Q2: 12,587 shares; 2025Q3: 12,392 shares; 2025Q4: 12,262 shares 12,262 $613K 0.03% -130 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,214 shares; 2024Q4: 1,340 shares; 2025Q1: 1,707 shares; 2025Q2: 1,707 shares; 2025Q3: 1,738 shares; 2025Q4: 1,933 shares 1,933 $603K 0.03% +195 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 675 shares 675 $593K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,633 shares 3,633 $583K 0.03% new 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: 6,321 shares; 2024Q4: 6,412 shares; 2025Q1: 5,013 shares; 2025Q2: 4,994 shares; 2025Q3: 1,084 shares; 2025Q4: 1,023 shares 1,023 $579K 0.03% -61 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: 22,428 shares; 2025Q2: 25,314 shares; 2025Q3: 27,180 shares; 2025Q4: 21,707 shares 21,707 $569K 0.03% -5,473 Timeline VONE 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: 1,286 shares; 2024Q4: 1,834 shares; 2025Q1: 1,834 shares; 2025Q2: 1,892 shares; 2025Q3: 1,827 shares; 2025Q4: 1,816 shares 1,816 $561K 0.03% -11 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: 2,379 shares; 2024Q4: 2,655 shares; 2025Q1: 3,007 shares; 2025Q2: 5,025 shares; 2025Q3: 3,893 shares; 2025Q4: 3,164 shares 3,164 $561K 0.03% -729 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,435 shares 3,435 $560K 0.03% new 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: 6,050 shares; 2024Q4: 6,050 shares; 2025Q1: 6,050 shares; 2025Q2: 6,050 shares; 2025Q3: 6,050 shares; 2025Q4: 7,486 shares 7,486 $553K 0.03% +1,436 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: 1,601 shares; 2024Q4: 1,628 shares; 2025Q1: 1,601 shares; 2025Q2: 1,601 shares; 2025Q3: 1,616 shares; 2025Q4: 1,601 shares 1,601 $552K 0.03% -15 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: 2,608 shares; 2024Q4: 9,534 shares; 2025Q1: 11,605 shares; 2025Q2: 12,717 shares; 2025Q3: 6,118 shares; 2025Q4: 6,077 shares 6,077 $544K 0.03% -41 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,001 shares; 2025Q2: 1,001 shares; 2025Q3: 1,022 shares; 2025Q4: 1,817 shares 1,817 $533K 0.02% +795 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: 8,918 shares; 2024Q4: 8,788 shares; 2025Q1: 8,594 shares; 2025Q2: 967 shares; 2025Q3: 932 shares; 2025Q4: 860 shares 860 $520K 0.02% -72 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: 690 shares; 2024Q4: 663 shares; 2025Q1: 627 shares; 2025Q2: 627 shares; 2025Q3: 707 shares; 2025Q4: 1,203 shares 1,203 $513K 0.02% +496 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: 3,702 shares; 2024Q4: 3,666 shares; 2025Q1: 3,757 shares; 2025Q2: 3,476 shares; 2025Q3: 3,481 shares; 2025Q4: 3,262 shares 3,262 $505K 0.02% -219 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: 75,948 shares; 2024Q4: 10,850 shares; 2025Q1: 5,266 shares; 2025Q2: 4,867 shares; 2025Q3: 4,670 shares; 2025Q4: 6,294 shares 6,294 $499K 0.02% +1,624 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: 1,012 shares; 2024Q4: 1,015 shares; 2025Q1: 1,213 shares; 2025Q2: 1,210 shares; 2025Q3: 1,240 shares; 2025Q4: 1,415 shares 1,415 $497K 0.02% +175 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,445 shares; 2024Q4: 1,386 shares; 2025Q1: 1,386 shares; 2025Q2: 1,386 shares; 2025Q3: 1,386 shares; 2025Q4: 1,386 shares 1,386 $489K 0.02% 0 Timeline VHT 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: 1,817 shares; 2024Q4: 1,817 shares; 2025Q1: 1,961 shares; 2025Q2: 1,735 shares; 2025Q3: 1,635 shares; 2025Q4: 1,635 shares 1,635 $471K 0.02% 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: 2,604 shares; 2024Q4: 2,596 shares; 2025Q1: 2,623 shares; 2025Q2: 2,643 shares; 2025Q3: 2,506 shares; 2025Q4: 2,673 shares 2,673 $469K 0.02% +167 Timeline CR CRANE COMPANY More: the full row for CRANE COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,672 shares; 2024Q4: 2,672 shares; 2025Q1: 2,451 shares; 2025Q2: 2,451 shares; 2025Q3: 2,451 shares; 2025Q4: 2,451 shares 2,451 $452K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 502 shares 502 $441K 0.02% new 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: 8,281 shares; 2024Q4: 8,050 shares; 2025Q1: 5,579 shares; 2025Q2: 11,173 shares; 2025Q3: 11,250 shares; 2025Q4: 10,946 shares 10,946 $439K 0.02% -304 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: 1,826 shares; 2024Q4: 1,799 shares; 2025Q1: not reported; 2025Q2: 2,048 shares; 2025Q3: 2,028 shares; 2025Q4: 2,028 shares 2,028 $434K 0.02% 0 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,880 shares; 2024Q4: 2,870 shares; 2025Q1: 2,897 shares; 2025Q2: 2,818 shares; 2025Q3: 2,840 shares; 2025Q4: 2,722 shares 2,722 $422K 0.02% -118 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,449 shares; 2024Q4: 2,452 shares; 2025Q1: 2,449 shares; 2025Q2: 2,142 shares; 2025Q3: 1,946 shares; 2025Q4: 3,453 shares 3,453 $412K 0.02% +1,507 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: 9,370 shares; 2024Q4: 9,370 shares; 2025Q1: 8,953 shares; 2025Q2: 8,953 shares; 2025Q3: 8,953 shares; 2025Q4: 8,953 shares 8,953 $384K 0.02% 0 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,503 shares; 2024Q4: 3,503 shares; 2025Q1: 3,503 shares; 2025Q2: 3,503 shares; 2025Q3: 3,444 shares; 2025Q4: 3,444 shares 3,444 $380K 0.02% 0 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,997 shares; 2024Q4: 4,672 shares; 2025Q1: 4,640 shares; 2025Q2: 4,639 shares; 2025Q3: 4,639 shares; 2025Q4: 4,276 shares 4,276 $378K 0.02% -363 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: 682 shares; 2024Q4: 682 shares; 2025Q1: 824 shares; 2025Q2: 1,332 shares; 2025Q3: 1,052 shares; 2025Q4: 1,032 shares 1,032 $362K 0.02% -20 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: 1,841 shares; 2024Q4: 2,431 shares; 2025Q1: 2,431 shares; 2025Q2: 2,431 shares; 2025Q3: 2,431 shares; 2025Q4: 2,431 shares 2,431 $349K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,719 shares 4,719 $347K 0.02% new 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: not reported; 2025Q3: not reported; 2025Q4: 15,475 shares 15,475 $345K 0.02% new Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP 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: not reported; 2025Q3: not reported; 2025Q4: 7,600 shares 7,600 $338K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: 1,079 shares; 2025Q2: 1,057 shares; 2025Q3: 1,081 shares; 2025Q4: 1,476 shares 1,476 $338K 0.02% +395 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,863 shares; 2024Q4: 1,863 shares; 2025Q1: 1,863 shares; 2025Q2: 1,863 shares; 2025Q3: 1,863 shares; 2025Q4: 1,369 shares 1,369 $337K 0.02% -494 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: not reported; 2024Q4: 1,900 shares; 2025Q1: 2,883 shares; 2025Q2: 3,447 shares; 2025Q3: 1,119 shares; 2025Q4: 1,562 shares 1,562 $331K 0.02% +443 Timeline GTLS CHART INDS INC More: the full row for CHART INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,942 shares; 2024Q4: 1,942 shares; 2025Q1: 1,795 shares; 2025Q2: 1,595 shares; 2025Q3: 1,595 shares; 2025Q4: 1,595 shares 1,595 $329K 0.02% 0 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,709 shares; 2024Q4: 5,709 shares; 2025Q1: 5,709 shares; 2025Q2: 4,451 shares; 2025Q3: 4,451 shares; 2025Q4: 4,451 shares 4,451 $327K 0.02% 0 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 132,412 shares; 2024Q4: 129,896 shares; 2025Q1: 131,474 shares; 2025Q2: 11,184 shares; 2025Q3: 9,381 shares; 2025Q4: 7,265 shares 7,265 $327K 0.02% -2,116 Timeline NOBL PROSHARES TR More: the full row for PROSHARES 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: 3,835 shares; 2025Q2: 3,835 shares; 2025Q3: 3,145 shares; 2025Q4: 3,145 shares 3,145 $327K 0.02% 0 Timeline JIRE 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: 4,343 shares; 2024Q4: 4,343 shares; 2025Q1: 4,343 shares; 2025Q2: 4,343 shares; 2025Q3: 4,343 shares; 2025Q4: 4,343 shares 4,343 $325K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 867 shares; 2025Q4: 1,043 shares 1,043 $321K 0.01% +176 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: 2,189 shares; 2024Q4: 2,184 shares; 2025Q1: 2,115 shares; 2025Q2: 2,036 shares; 2025Q3: 1,811 shares; 2025Q4: 1,613 shares 1,613 $312K 0.01% -198 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: not reported; 2024Q4: 832 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 710 shares; 2025Q4: 625 shares 625 $305K 0.01% -85 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 274 shares; 2025Q4: 274 shares 274 $294K 0.01% 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: 2,320 shares; 2024Q4: 2,320 shares; 2025Q1: 2,320 shares; 2025Q2: 2,270 shares; 2025Q3: 2,293 shares; 2025Q4: 2,270 shares 2,270 $293K 0.01% -23 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,481 shares 2,481 $290K 0.01% new 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: 1,340 shares; 2024Q4: 1,010 shares; 2025Q1: 1,010 shares; 2025Q2: 1,093 shares; 2025Q3: 1,039 shares; 2025Q4: 875 shares 875 $286K 0.01% -164 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: 3,208 shares; 2024Q4: 2,971 shares; 2025Q1: 2,808 shares; 2025Q2: 2,808 shares; 2025Q3: 2,808 shares; 2025Q4: 1,898 shares 1,898 $282K 0.01% -910 Timeline TRP TC ENERGY CORP More: the full row for TC 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: 20,372 shares; 2025Q3: 5,072 shares; 2025Q4: 5,072 shares 5,072 $279K 0.01% 0 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: 3,359 shares; 2024Q4: 3,332 shares; 2025Q1: 3,352 shares; 2025Q2: 4,385 shares; 2025Q3: 4,382 shares; 2025Q4: 2,970 shares 2,970 $278K 0.01% -1,412 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,141 shares 1,141 $277K 0.01% new Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,277 shares; 2024Q4: 2,277 shares; 2025Q1: 2,017 shares; 2025Q2: 2,017 shares; 2025Q3: 2,017 shares; 2025Q4: 2,017 shares 2,017 $276K 0.01% 0 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,180 shares; 2025Q1: 4,619 shares; 2025Q2: 5,337 shares; 2025Q3: not reported; 2025Q4: 3,987 shares 3,987 $268K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,749 shares 4,749 $256K 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: not reported; 2025Q4: 5,132 shares 5,132 $255K 0.01% new Timeline CWI SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS 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: 10,785 shares; 2025Q2: 12,113 shares; 2025Q3: 10,248 shares; 2025Q4: 7,005 shares 7,005 $252K 0.01% -3,243 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 535 shares 535 $249K 0.01% new 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: 8,909 shares; 2024Q4: 7,237 shares; 2025Q1: 6,659 shares; 2025Q2: not reported; 2025Q3: 6,659 shares; 2025Q4: 7,074 shares 7,074 $246K 0.01% +415 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,240 shares; 2024Q4: 7,240 shares; 2025Q1: not reported; 2025Q2: 6,628 shares; 2025Q3: 6,745 shares; 2025Q4: 6,745 shares 6,745 $245K 0.01% 0 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,228 shares 1,228 $240K 0.01% new 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: 1,330 shares; 2024Q4: 1,330 shares; 2025Q1: 1,330 shares; 2025Q2: 1,210 shares; 2025Q3: 1,210 shares; 2025Q4: 1,210 shares 1,210 $240K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,069 shares; 2025Q4: 2,069 shares 2,069 $222K 0.01% 0 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,546 shares; 2025Q4: 1,546 shares 1,546 $219K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,411 shares 1,411 $217K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,932 shares 2,932 $215K 0.01% new Timeline WAB WABTEC More: the full row for WABTEC 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: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,006 shares 1,006 $215K 0.01% +6 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,070 shares; 2024Q4: 3,059 shares; 2025Q1: 2,910 shares; 2025Q2: 2,821 shares; 2025Q3: 2,810 shares; 2025Q4: 2,625 shares 2,625 $204K 0.01% -185 Timeline FRME FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,765 shares; 2025Q1: 6,765 shares; 2025Q2: 6,765 shares; 2025Q3: 6,765 shares; 2025Q4: 5,389 shares 5,389 $202K 0.01% -1,376 Timeline AREC AMERICAN RES CORP More: the full row for AMERICAN RES 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: 13,522 shares; 2025Q3: 13,522 shares; 2025Q4: 13,522 shares 13,522 $33.5K <0.01% 0 Timeline