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: 240,557 shares; 2024Q4: 237,718 shares; 2025Q1: 236,998 shares; 2025Q2: 232,670 shares; 2025Q3: 230,596 shares; 2025Q4: 221,003 shares 221,003 $107M 6.05% -9,593 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: 274,816 shares; 2024Q4: 272,428 shares; 2025Q1: 272,570 shares; 2025Q2: 269,869 shares; 2025Q3: 264,905 shares; 2025Q4: 248,236 shares 248,236 $76.5M 4.33% -16,669 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 206,879 shares; 2024Q4: 206,510 shares; 2025Q1: 222,158 shares; 2025Q2: 252,114 shares; 2025Q3: 269,511 shares; 2025Q4: 269,907 shares 269,907 $69.4M 3.93% +396 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: 260,322 shares; 2024Q4: 260,322 shares; 2025Q1: 259,977 shares; 2025Q2: 258,896 shares; 2025Q3: 258,539 shares; 2025Q4: 249,634 shares 249,634 $67.7M 3.83% -8,905 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: 364,968 shares; 2024Q4: 363,361 shares; 2025Q1: 362,473 shares; 2025Q2: 357,970 shares; 2025Q3: 354,519 shares; 2025Q4: 339,963 shares 339,963 $62.3M 3.53% -14,556 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: 598,422 shares; 2024Q4: 596,434 shares; 2025Q1: 591,933 shares; 2025Q2: 582,014 shares; 2025Q3: 555,407 shares; 2025Q4: 514,104 shares 514,104 $61.6M 3.49% -41,303 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: 102,357 shares; 2024Q4: 102,609 shares; 2025Q1: 102,038 shares; 2025Q2: 103,288 shares; 2025Q3: 101,470 shares; 2025Q4: 100,100 shares 100,100 $50.3M 2.85% -1,370 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: 157,078 shares; 2024Q4: 157,299 shares; 2025Q1: 156,759 shares; 2025Q2: 155,096 shares; 2025Q3: 154,738 shares; 2025Q4: 150,226 shares 150,226 $46.9M 2.66% -4,512 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,464 shares; 2024Q4: 84,354 shares; 2025Q1: 87,934 shares; 2025Q2: 89,417 shares; 2025Q3: 90,308 shares; 2025Q4: 87,137 shares 87,137 $46.4M 2.63% -3,171 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: 111,615 shares; 2024Q4: 110,642 shares; 2025Q1: 110,391 shares; 2025Q2: 109,128 shares; 2025Q3: 109,493 shares; 2025Q4: 107,299 shares 107,299 $45.8M 2.59% -2,194 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: 142,808 shares; 2024Q4: 143,689 shares; 2025Q1: 144,000 shares; 2025Q2: 144,037 shares; 2025Q3: 144,530 shares; 2025Q4: 141,164 shares 141,164 $41.8M 2.37% -3,366 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 381,971 shares; 2024Q4: 382,434 shares; 2025Q1: 379,557 shares; 2025Q2: 375,588 shares; 2025Q3: 375,668 shares; 2025Q4: 367,832 shares 367,832 $41.3M 2.34% -7,836 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 161,720 shares; 2024Q4: 164,378 shares; 2025Q1: 164,798 shares; 2025Q2: 164,667 shares; 2025Q3: 165,502 shares; 2025Q4: 161,574 shares 161,574 $39.8M 2.25% -3,928 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: 81,792 shares; 2024Q4: 105,061 shares; 2025Q1: 116,983 shares; 2025Q2: 123,906 shares; 2025Q3: 131,127 shares; 2025Q4: 127,110 shares 127,110 $39.8M 2.25% -4,017 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: 99,092 shares; 2024Q4: 98,805 shares; 2025Q1: 98,571 shares; 2025Q2: 98,058 shares; 2025Q3: 97,912 shares; 2025Q4: 96,351 shares 96,351 $33.9M 1.92% -1,561 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 228,202 shares; 2024Q4: 231,022 shares; 2025Q1: 243,036 shares; 2025Q2: 254,183 shares; 2025Q3: 251,355 shares; 2025Q4: 237,787 shares 237,787 $33.6M 1.9% -13,568 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 144,845 shares; 2024Q4: 143,687 shares; 2025Q1: 143,305 shares; 2025Q2: 141,698 shares; 2025Q3: 141,775 shares; 2025Q4: 138,120 shares 138,120 $30.9M 1.75% -3,655 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,681 shares; 2024Q4: 63,864 shares; 2025Q1: 64,011 shares; 2025Q2: 64,692 shares; 2025Q3: 65,834 shares; 2025Q4: 65,719 shares 65,719 $30.9M 1.75% -115 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 396,762 shares; 2024Q4: 396,007 shares; 2025Q1: 395,860 shares; 2025Q2: 394,660 shares; 2025Q3: 395,541 shares; 2025Q4: 383,678 shares 383,678 $30.1M 1.7% -11,863 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,328 shares; 2024Q4: 32,596 shares; 2025Q1: 33,207 shares; 2025Q2: 35,205 shares; 2025Q3: 36,451 shares; 2025Q4: 36,568 shares 36,568 $28.2M 1.6% +117 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 322,889 shares; 2024Q4: 324,067 shares; 2025Q1: 329,648 shares; 2025Q2: 332,475 shares; 2025Q3: 334,291 shares; 2025Q4: 335,408 shares 335,408 $27.5M 1.56% +1,117 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: 110,219 shares; 2024Q4: 112,122 shares; 2025Q1: 112,699 shares; 2025Q2: 112,157 shares; 2025Q3: 113,118 shares; 2025Q4: 108,986 shares 108,986 $26.9M 1.52% -4,132 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: 94,557 shares; 2024Q4: 94,407 shares; 2025Q1: 94,278 shares; 2025Q2: 96,300 shares; 2025Q3: 95,932 shares; 2025Q4: 95,859 shares 95,859 $26.1M 1.48% -73 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: 234,341 shares; 2024Q4: 234,210 shares; 2025Q1: 234,141 shares; 2025Q2: 235,333 shares; 2025Q3: 231,356 shares; 2025Q4: 224,056 shares 224,056 $25.5M 1.44% -7,300 Timeline HXL HEXCEL CORP NEW More: the full row for HEXCEL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 325,247 shares; 2024Q4: 329,524 shares; 2025Q1: 330,146 shares; 2025Q2: 334,285 shares; 2025Q3: 336,640 shares; 2025Q4: 327,116 shares 327,116 $24.2M 1.37% -9,524 Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 924,365 shares; 2024Q4: 965,300 shares; 2025Q1: 975,923 shares; 2025Q2: 974,582 shares; 2025Q3: 990,285 shares; 2025Q4: 962,199 shares 962,199 $22.8M 1.29% -28,086 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 381,159 shares; 2024Q4: 385,809 shares; 2025Q1: 387,486 shares; 2025Q2: 391,560 shares; 2025Q3: 392,734 shares; 2025Q4: 384,470 shares 384,470 $22.4M 1.27% -8,264 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 343,077 shares 343,077 $22.4M 1.27% new 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: 109,698 shares; 2024Q4: 109,845 shares; 2025Q1: 110,057 shares; 2025Q2: 109,652 shares; 2025Q3: 108,723 shares; 2025Q4: 107,182 shares 107,182 $22.2M 1.26% -1,541 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 162,363 shares; 2024Q4: 163,675 shares; 2025Q1: 163,225 shares; 2025Q2: 162,307 shares; 2025Q3: 162,818 shares; 2025Q4: 155,348 shares 155,348 $21.4M 1.21% -7,470 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 240,013 shares; 2024Q4: 247,930 shares; 2025Q1: 263,184 shares; 2025Q2: 267,666 shares; 2025Q3: 259,204 shares; 2025Q4: 247,561 shares 247,561 $21.4M 1.21% -11,643 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 284,909 shares; 2024Q4: 283,762 shares; 2025Q1: 281,732 shares; 2025Q2: 220,986 shares; 2025Q3: 200,331 shares; 2025Q4: 172,025 shares 172,025 $21.1M 1.2% -28,306 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,191 shares; 2024Q4: 39,316 shares; 2025Q1: 40,164 shares; 2025Q2: 40,384 shares; 2025Q3: 41,032 shares; 2025Q4: 39,836 shares 39,836 $20.3M 1.15% -1,196 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,629 shares; 2024Q4: 12,407 shares; 2025Q1: 12,979 shares; 2025Q2: 13,388 shares; 2025Q3: 13,612 shares; 2025Q4: 13,294 shares 13,294 $18.5M 1.05% -318 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 389,580 shares; 2024Q4: 389,485 shares; 2025Q1: 387,930 shares; 2025Q2: 385,188 shares; 2025Q3: 393,877 shares; 2025Q4: 381,365 shares 381,365 $18.5M 1.05% -12,512 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: 254,275 shares; 2024Q4: 253,618 shares; 2025Q1: 254,286 shares; 2025Q2: 251,887 shares; 2025Q3: 256,008 shares; 2025Q4: 246,614 shares 246,614 $18.1M 1.03% -9,394 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: 285,052 shares; 2024Q4: 268,336 shares; 2025Q1: 228,940 shares; 2025Q2: 192,968 shares; 2025Q3: 184,289 shares; 2025Q4: 168,061 shares 168,061 $17.7M 1% -16,228 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: 116,793 shares; 2024Q4: 115,558 shares; 2025Q1: 116,077 shares; 2025Q2: 117,510 shares; 2025Q3: 118,576 shares; 2025Q4: 115,770 shares 115,770 $17.6M 1% -2,806 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,810 shares; 2024Q4: 44,576 shares; 2025Q1: 45,413 shares; 2025Q2: 45,714 shares; 2025Q3: 45,326 shares; 2025Q4: 45,056 shares 45,056 $17.5M 0.99% -270 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: 119,692 shares; 2024Q4: 119,806 shares; 2025Q1: 119,538 shares; 2025Q2: 119,872 shares; 2025Q3: 119,659 shares; 2025Q4: 118,876 shares 118,876 $17M 0.96% -783 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,903 shares; 2024Q4: 4,841 shares; 2025Q1: 4,861 shares; 2025Q2: 4,828 shares; 2025Q3: 4,849 shares; 2025Q4: 4,605 shares 4,605 $15.6M 0.88% -244 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125,736 shares; 2024Q4: 126,000 shares; 2025Q1: 130,631 shares; 2025Q2: 136,292 shares; 2025Q3: 137,522 shares; 2025Q4: 145,791 shares 145,791 $14.9M 0.85% +8,269 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 656,911 shares; 2024Q4: 652,514 shares; 2025Q1: 666,069 shares; 2025Q2: 664,310 shares; 2025Q3: 667,800 shares; 2025Q4: 625,144 shares 625,144 $14.8M 0.84% -42,656 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 182,834 shares; 2024Q4: 183,371 shares; 2025Q1: 185,128 shares; 2025Q2: 185,710 shares; 2025Q3: 185,617 shares; 2025Q4: 169,946 shares 169,946 $14.1M 0.8% -15,671 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: 106,637 shares; 2024Q4: 106,577 shares; 2025Q1: 106,232 shares; 2025Q2: 105,641 shares; 2025Q3: 105,851 shares; 2025Q4: 106,407 shares 106,407 $12.8M 0.73% +556 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: 7 shares; 2024Q4: 17 shares; 2025Q1: 17 shares; 2025Q2: 15 shares; 2025Q3: 15 shares; 2025Q4: 15 shares 15 $11.3M 0.64% 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: 19,798 shares; 2024Q4: 19,728 shares; 2025Q1: 19,648 shares; 2025Q2: 19,686 shares; 2025Q3: 19,488 shares; 2025Q4: 19,491 shares 19,491 $11.3M 0.64% +3 Timeline EXAS EXACT SCIENCES CORP More: the full row for EXACT SCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,999 shares; 2024Q4: 108,961 shares; 2025Q1: 112,760 shares; 2025Q2: 116,547 shares; 2025Q3: 113,825 shares; 2025Q4: 107,468 shares 107,468 $10.9M 0.62% -6,357 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 300,866 shares; 2024Q4: 309,721 shares; 2025Q1: 313,047 shares; 2025Q2: 321,756 shares; 2025Q3: 320,451 shares; 2025Q4: 297,578 shares 297,578 $10.9M 0.62% -22,873 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: 14,144 shares; 2024Q4: 16,964 shares; 2025Q1: 18,146 shares; 2025Q2: 18,287 shares; 2025Q3: 19,820 shares; 2025Q4: 21,231 shares 21,231 $9.63M 0.55% +1,411 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: 21,760 shares; 2024Q4: 19,980 shares; 2025Q1: 21,498 shares; 2025Q2: 22,188 shares; 2025Q3: 28,813 shares; 2025Q4: 28,878 shares 28,878 $9.06M 0.51% +65 Timeline LW LAMB WESTON HLDGS INC More: the full row for LAMB WESTON HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 35,022 shares; 2025Q1: 72,762 shares; 2025Q2: 127,901 shares; 2025Q3: 168,845 shares; 2025Q4: 213,409 shares 213,409 $8.94M 0.51% +44,564 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: 30,127 shares; 2024Q4: 29,984 shares; 2025Q1: 29,984 shares; 2025Q2: 30,054 shares; 2025Q3: 30,798 shares; 2025Q4: 31,181 shares 31,181 $8.19M 0.46% +383 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: 112,709 shares; 2024Q4: 102,095 shares; 2025Q1: 94,368 shares; 2025Q2: 87,456 shares; 2025Q3: 83,679 shares; 2025Q4: 75,159 shares 75,159 $7.22M 0.41% -8,520 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: 22,457 shares; 2024Q4: 22,504 shares; 2025Q1: 22,268 shares; 2025Q2: 22,746 shares; 2025Q3: 22,722 shares; 2025Q4: 21,797 shares 21,797 $7.02M 0.4% -925 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: 340,449 shares; 2024Q4: 283,117 shares; 2025Q1: 168,144 shares; 2025Q2: 119,765 shares; 2025Q3: 83,474 shares; 2025Q4: 69,554 shares 69,554 $6.09M 0.34% -13,920 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,543 shares; 2024Q4: 86,711 shares; 2025Q1: 89,203 shares; 2025Q2: 94,625 shares; 2025Q3: 93,603 shares; 2025Q4: 89,101 shares 89,101 $5.68M 0.32% -4,502 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: 9,644 shares; 2024Q4: 9,239 shares; 2025Q1: 9,267 shares; 2025Q2: 9,181 shares; 2025Q3: 9,141 shares; 2025Q4: 9,150 shares 9,150 $5.22M 0.3% +9 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: 45,501 shares; 2024Q4: 59,297 shares; 2025Q1: 59,562 shares; 2025Q2: 63,012 shares; 2025Q3: 64,027 shares; 2025Q4: 58,644 shares 58,644 $4.94M 0.28% -5,383 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: 13,484 shares; 2024Q4: 13,390 shares; 2025Q1: 13,363 shares; 2025Q2: 13,270 shares; 2025Q3: 13,310 shares; 2025Q4: 13,286 shares 13,286 $4.92M 0.28% -24 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: 94,657 shares; 2024Q4: 97,207 shares; 2025Q1: 94,371 shares; 2025Q2: 93,383 shares; 2025Q3: 92,240 shares; 2025Q4: 88,540 shares 88,540 $4.77M 0.27% -3,700 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: 24,068 shares; 2024Q4: 23,223 shares; 2025Q1: 23,223 shares; 2025Q2: 23,007 shares; 2025Q3: 23,207 shares; 2025Q4: 23,107 shares 23,107 $4.51M 0.26% -100 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: 4,742 shares; 2024Q4: 4,697 shares; 2025Q1: 4,662 shares; 2025Q2: 4,883 shares; 2025Q3: 4,837 shares; 2025Q4: 4,820 shares 4,820 $4.16M 0.24% -17 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: 84,469 shares; 2024Q4: 79,934 shares; 2025Q1: 79,718 shares; 2025Q2: 77,412 shares; 2025Q3: 76,092 shares; 2025Q4: 76,092 shares 76,092 $4.06M 0.23% 0 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,413 shares; 2024Q4: 33,266 shares; 2025Q1: 17,807 shares; 2025Q2: 9,673 shares; 2025Q3: 8,584 shares; 2025Q4: 6,053 shares 6,053 $3.96M 0.22% -2,531 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: 27,343 shares; 2024Q4: 25,293 shares; 2025Q1: 25,193 shares; 2025Q2: 25,193 shares; 2025Q3: 25,193 shares; 2025Q4: 25,077 shares 25,077 $3.85M 0.22% -116 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,166 shares; 2024Q4: 19,542 shares; 2025Q1: 19,456 shares; 2025Q2: 19,331 shares; 2025Q3: 19,006 shares; 2025Q4: 19,006 shares 19,006 $3.83M 0.22% 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: 39,149 shares; 2024Q4: 39,407 shares; 2025Q1: 39,399 shares; 2025Q2: 39,612 shares; 2025Q3: 39,407 shares; 2025Q4: 38,419 shares 38,419 $3.6M 0.2% -988 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,811 shares; 2024Q4: 10,811 shares; 2025Q1: 10,811 shares; 2025Q2: 10,811 shares; 2025Q3: 12,218 shares; 2025Q4: 12,546 shares 12,546 $3.58M 0.2% +328 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: 42,689 shares; 2024Q4: 42,689 shares; 2025Q1: 42,304 shares; 2025Q2: 42,461 shares; 2025Q3: 42,661 shares; 2025Q4: 44,030 shares 44,030 $3.08M 0.17% +1,369 Timeline IONS IONIS PHARMACEUTICALS INC More: the full row for IONIS PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,813 shares; 2024Q4: 35,887 shares; 2025Q1: 37,761 shares; 2025Q2: 37,230 shares; 2025Q3: 37,675 shares; 2025Q4: 37,821 shares 37,821 $2.99M 0.17% +146 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: 13,106 shares; 2024Q4: 13,106 shares; 2025Q1: 12,645 shares; 2025Q2: 12,645 shares; 2025Q3: 12,645 shares; 2025Q4: 12,645 shares 12,645 $2.89M 0.16% 0 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,293 shares; 2024Q4: 8,018 shares; 2025Q1: 8,018 shares; 2025Q2: 8,176 shares; 2025Q3: 8,176 shares; 2025Q4: 8,176 shares 8,176 $2.68M 0.15% 0 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,814 shares; 2024Q4: 12,248 shares; 2025Q1: 12,106 shares; 2025Q2: 12,006 shares; 2025Q3: 11,628 shares; 2025Q4: 11,581 shares 11,581 $2.67M 0.15% -47 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: 13,056 shares; 2024Q4: 13,056 shares; 2025Q1: 13,023 shares; 2025Q2: 13,223 shares; 2025Q3: 13,223 shares; 2025Q4: 12,827 shares 12,827 $2.67M 0.15% -396 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: 4,055 shares; 2024Q4: 4,051 shares; 2025Q1: 3,853 shares; 2025Q2: 3,839 shares; 2025Q3: 3,839 shares; 2025Q4: 3,820 shares 3,820 $2.61M 0.15% -19 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: 7,628 shares; 2024Q4: 7,634 shares; 2025Q1: 7,539 shares; 2025Q2: 7,475 shares; 2025Q3: 7,398 shares; 2025Q4: 7,378 shares 7,378 $2.58M 0.15% -20 Timeline NBIX NEUROCRINE BIOSCIENCES INC More: the full row for NEUROCRINE BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,821 shares; 2024Q4: 16,111 shares; 2025Q1: 16,570 shares; 2025Q2: 16,432 shares; 2025Q3: 16,626 shares; 2025Q4: 16,629 shares 16,629 $2.36M 0.13% +3 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: 31,663 shares; 2024Q4: 31,213 shares; 2025Q1: 31,213 shares; 2025Q2: 31,282 shares; 2025Q3: 31,282 shares; 2025Q4: 31,282 shares 31,282 $2.3M 0.13% 0 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: 16,577 shares; 2024Q4: 16,794 shares; 2025Q1: 16,681 shares; 2025Q2: 16,267 shares; 2025Q3: 16,080 shares; 2025Q4: 15,880 shares 15,880 $2.28M 0.13% -200 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: 3,489 shares; 2024Q4: 3,489 shares; 2025Q1: 3,489 shares; 2025Q2: 3,449 shares; 2025Q3: 3,334 shares; 2025Q4: 3,284 shares 3,284 $2.25M 0.13% -50 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,699 shares; 2024Q4: 2,674 shares; 2025Q1: 2,528 shares; 2025Q2: 2,279 shares; 2025Q3: 2,178 shares; 2025Q4: 2,045 shares 2,045 $2.2M 0.12% -133 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: 3,681 shares; 2024Q4: 3,687 shares; 2025Q1: 3,693 shares; 2025Q2: 3,569 shares; 2025Q3: 3,569 shares; 2025Q4: 3,421 shares 3,421 $2.15M 0.12% -148 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: 11,200 shares; 2024Q4: 11,200 shares; 2025Q1: 11,224 shares; 2025Q2: 11,224 shares; 2025Q3: 11,112 shares; 2025Q4: 10,978 shares 10,978 $2.14M 0.12% -134 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: 4,206 shares; 2024Q4: 4,206 shares; 2025Q1: 4,206 shares; 2025Q2: 3,756 shares; 2025Q3: 3,756 shares; 2025Q4: 3,748 shares 3,748 $2.12M 0.12% -8 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: 26,550 shares; 2024Q4: 26,550 shares; 2025Q1: 26,550 shares; 2025Q2: 53,100 shares; 2025Q3: 52,228 shares; 2025Q4: 52,228 shares 52,228 $2.1M 0.12% 0 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,525 shares; 2024Q4: 20,207 shares; 2025Q1: 21,065 shares; 2025Q2: 20,823 shares; 2025Q3: 21,077 shares; 2025Q4: 21,093 shares 21,093 $2.08M 0.12% +16 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: 12,755 shares; 2024Q4: 15,155 shares; 2025Q1: 15,095 shares; 2025Q2: 15,345 shares; 2025Q3: 15,345 shares; 2025Q4: 15,345 shares 15,345 $2.04M 0.12% 0 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,017 shares; 2024Q4: 47,945 shares; 2025Q1: 45,870 shares; 2025Q2: 38,370 shares; 2025Q3: 34,232 shares; 2025Q4: 22,067 shares 22,067 $1.98M 0.11% -12,165 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,960 shares; 2024Q4: 30,960 shares; 2025Q1: 30,960 shares; 2025Q2: 30,960 shares; 2025Q3: 30,960 shares; 2025Q4: 30,960 shares 30,960 $1.91M 0.11% 0 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: 11,065 shares; 2024Q4: 10,365 shares; 2025Q1: 10,122 shares; 2025Q2: 10,277 shares; 2025Q3: 9,896 shares; 2025Q4: 9,833 shares 9,833 $1.83M 0.1% -63 Timeline AOS SMITH A O CORP More: the full row for SMITH A O 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: 26,657 shares 26,657 $1.78M 0.1% new Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,990 shares; 2024Q4: 5,815 shares; 2025Q1: 5,550 shares; 2025Q2: 5,550 shares; 2025Q3: 5,630 shares; 2025Q4: 5,630 shares 5,630 $1.77M 0.1% 0 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: 14,275 shares; 2024Q4: 14,187 shares; 2025Q1: 14,163 shares; 2025Q2: 14,649 shares; 2025Q3: 14,649 shares; 2025Q4: 14,082 shares 14,082 $1.76M 0.1% -567 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,723 shares; 2024Q4: 3,723 shares; 2025Q1: 4,523 shares; 2025Q2: 4,523 shares; 2025Q3: 4,523 shares; 2025Q4: 4,523 shares 4,523 $1.69M 0.1% 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: 3,045 shares; 2024Q4: 3,045 shares; 2025Q1: 3,045 shares; 2025Q2: 3,045 shares; 2025Q3: 3,045 shares; 2025Q4: 6,090 shares 6,090 $1.67M 0.09% +3,045 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,957 shares; 2024Q4: 20,957 shares; 2025Q1: 20,957 shares; 2025Q2: 20,135 shares; 2025Q3: 20,065 shares; 2025Q4: 20,064 shares 20,064 $1.59M 0.09% -1 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: 70,192 shares; 2024Q4: 69,174 shares; 2025Q1: 68,306 shares; 2025Q2: 65,790 shares; 2025Q3: 65,691 shares; 2025Q4: 63,080 shares 63,080 $1.57M 0.09% -2,611 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: 8,164 shares; 2024Q4: 8,164 shares; 2025Q1: 8,139 shares; 2025Q2: 7,964 shares; 2025Q3: 7,932 shares; 2025Q4: 7,932 shares 7,932 $1.55M 0.09% 0 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: 6,599 shares; 2024Q4: 6,360 shares; 2025Q1: 6,360 shares; 2025Q2: 5,903 shares; 2025Q3: 5,903 shares; 2025Q4: 5,903 shares 5,903 $1.52M 0.09% 0 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: 5,240 shares; 2024Q4: 5,240 shares; 2025Q1: 5,318 shares; 2025Q2: 4,377 shares; 2025Q3: 4,323 shares; 2025Q4: 4,324 shares 4,324 $1.49M 0.08% +1 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,127 shares; 2024Q4: 3,127 shares; 2025Q1: 3,122 shares; 2025Q2: 3,088 shares; 2025Q3: 3,088 shares; 2025Q4: 3,095 shares 3,095 $1.37M 0.08% +7 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: 50,104 shares; 2024Q4: 50,104 shares; 2025Q1: 50,104 shares; 2025Q2: 50,104 shares; 2025Q3: 50,104 shares; 2025Q4: 50,104 shares 50,104 $1.32M 0.07% 0 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: 5,532 shares; 2024Q4: 5,532 shares; 2025Q1: 5,532 shares; 2025Q2: 5,707 shares; 2025Q3: 5,707 shares; 2025Q4: 5,586 shares 5,586 $1.28M 0.07% -121 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,224 shares; 2024Q4: 2,373 shares; 2025Q1: 3,032 shares; 2025Q2: 3,052 shares; 2025Q3: 3,120 shares; 2025Q4: 3,129 shares 3,129 $1.24M 0.07% +9 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,020 shares; 2024Q4: 21,866 shares; 2025Q1: 26,331 shares; 2025Q2: 26,401 shares; 2025Q3: 27,001 shares; 2025Q4: 27,069 shares 27,069 $1.19M 0.07% +68 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: 3,435 shares; 2024Q4: 3,435 shares; 2025Q1: 3,385 shares; 2025Q2: 3,403 shares; 2025Q3: 3,343 shares; 2025Q4: 3,350 shares 3,350 $1.17M 0.07% +7 Timeline GMAB GENMAB A/S More: the full row for GENMAB A/S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,363 shares; 2024Q4: 33,733 shares; 2025Q1: 39,893 shares; 2025Q2: 38,503 shares; 2025Q3: 39,133 shares; 2025Q4: 38,098 shares 38,098 $1.17M 0.07% -1,035 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: 2,877 shares; 2024Q4: 2,877 shares; 2025Q1: 2,633 shares; 2025Q2: 2,636 shares; 2025Q3: 2,579 shares; 2025Q4: 2,583 shares 2,583 $1.16M 0.07% +4 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: 6,484 shares; 2024Q4: 6,484 shares; 2025Q1: 6,484 shares; 2025Q2: 6,911 shares; 2025Q3: 6,865 shares; 2025Q4: 6,866 shares 6,866 $1.1M 0.06% +1 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,480 shares; 2024Q4: 4,280 shares; 2025Q1: 4,280 shares; 2025Q2: 4,294 shares; 2025Q3: 4,280 shares; 2025Q4: 5,738 shares 5,738 $1.1M 0.06% +1,458 Timeline BMRN BIOMARIN PHARMACEUTICAL INC More: the full row for BIOMARIN PHARMACEUTICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,661 shares; 2024Q4: 17,392 shares; 2025Q1: 18,712 shares; 2025Q2: 18,750 shares; 2025Q3: 18,967 shares; 2025Q4: 18,151 shares 18,151 $1.08M 0.06% -816 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: 3,802 shares; 2024Q4: 3,802 shares; 2025Q1: 3,802 shares; 2025Q2: 3,511 shares; 2025Q3: 3,424 shares; 2025Q4: 3,424 shares 3,424 $1.05M 0.06% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,430 shares; 2025Q3: 8,430 shares; 2025Q4: 8,433 shares 8,433 $1.04M 0.06% +3 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: 4,398 shares; 2024Q4: 4,398 shares; 2025Q1: 4,398 shares; 2025Q2: 4,274 shares; 2025Q3: 4,248 shares; 2025Q4: 4,248 shares 4,248 $983K 0.06% 0 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: 2,994 shares; 2024Q4: 2,944 shares; 2025Q1: 2,874 shares; 2025Q2: 2,874 shares; 2025Q3: 2,799 shares; 2025Q4: 2,806 shares 2,806 $894K 0.05% +7 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 813 shares; 2025Q3: 1,113 shares; 2025Q4: 2,240 shares 2,240 $842K 0.05% +1,127 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: 7,953 shares; 2024Q4: 7,853 shares; 2025Q1: 7,893 shares; 2025Q2: 8,584 shares; 2025Q3: 8,564 shares; 2025Q4: 9,967 shares 9,967 $768K 0.04% +1,403 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,509 shares; 2024Q4: 2,519 shares; 2025Q1: 2,559 shares; 2025Q2: 2,559 shares; 2025Q3: 2,639 shares; 2025Q4: 2,639 shares 2,639 $766K 0.04% 0 Timeline VPL 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: 8,150 shares; 2024Q4: 8,190 shares; 2025Q1: 8,190 shares; 2025Q2: 8,255 shares; 2025Q3: 8,255 shares; 2025Q4: 8,255 shares 8,255 $746K 0.04% 0 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: 5,868 shares; 2024Q4: 6,313 shares; 2025Q1: not reported; 2025Q2: 6,863 shares; 2025Q3: 6,658 shares; 2025Q4: 13,316 shares 13,316 $719K 0.04% +6,658 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,991 shares; 2024Q4: 11,310 shares; 2025Q1: 12,170 shares; 2025Q2: 12,170 shares; 2025Q3: 11,350 shares; 2025Q4: 11,350 shares 11,350 $709K 0.04% 0 Timeline FUL FULLER H B CO More: the full row for FULLER H B CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,824 shares; 2024Q4: 11,824 shares; 2025Q1: 11,824 shares; 2025Q2: 11,824 shares; 2025Q3: 11,824 shares; 2025Q4: 11,824 shares 11,824 $703K 0.04% 0 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: 13,484 shares; 2024Q4: 13,484 shares; 2025Q1: 13,484 shares; 2025Q2: 13,484 shares; 2025Q3: 13,484 shares; 2025Q4: 13,251 shares 13,251 $673K 0.04% -233 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: 2,404 shares; 2024Q4: 2,404 shares; 2025Q1: 2,449 shares; 2025Q2: 2,449 shares; 2025Q3: 2,599 shares; 2025Q4: 2,599 shares 2,599 $670K 0.04% 0 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: 2,030 shares; 2024Q4: 1,980 shares; 2025Q1: 1,775 shares; 2025Q2: 1,785 shares; 2025Q3: 1,890 shares; 2025Q4: 1,937 shares 1,937 $670K 0.04% +47 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: 2,738 shares; 2025Q3: 2,739 shares; 2025Q4: 2,747 shares 2,747 $666K 0.04% +8 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,760 shares; 2024Q4: 6,610 shares; 2025Q1: 6,485 shares; 2025Q2: 6,485 shares; 2025Q3: 6,398 shares; 2025Q4: 6,398 shares 6,398 $645K 0.04% 0 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: 7,479 shares; 2024Q4: 7,479 shares; 2025Q1: 7,369 shares; 2025Q2: 7,002 shares; 2025Q3: 7,202 shares; 2025Q4: 5,579 shares 5,579 $622K 0.04% -1,623 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,910 shares; 2024Q4: 2,910 shares; 2025Q1: 2,295 shares; 2025Q2: 2,295 shares; 2025Q3: 1,581 shares; 2025Q4: 1,581 shares 1,581 $601K 0.03% 0 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 461 shares; 2024Q4: 461 shares; 2025Q1: 431 shares; 2025Q2: 6,465 shares; 2025Q3: 6,465 shares; 2025Q4: 6,480 shares 6,480 $591K 0.03% +15 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: 7,426 shares; 2024Q4: 6,505 shares; 2025Q1: 6,504 shares; 2025Q2: 6,314 shares; 2025Q3: 6,377 shares; 2025Q4: 6,424 shares 6,424 $591K 0.03% +47 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: 3,030 shares; 2024Q4: 3,035 shares; 2025Q1: 3,039 shares; 2025Q2: 3,044 shares; 2025Q3: 3,246 shares; 2025Q4: 3,246 shares 3,246 $576K 0.03% 0 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,921 shares; 2024Q4: 4,921 shares; 2025Q1: 4,921 shares; 2025Q2: 4,921 shares; 2025Q3: 4,921 shares; 2025Q4: 5,955 shares 5,955 $572K 0.03% +1,034 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: 6,312 shares; 2024Q4: 6,312 shares; 2025Q1: 5,115 shares; 2025Q2: 5,115 shares; 2025Q3: 5,115 shares; 2025Q4: 5,115 shares 5,115 $548K 0.03% 0 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: 653 shares; 2024Q4: 828 shares; 2025Q1: 808 shares; 2025Q2: 794 shares; 2025Q3: 789 shares; 2025Q4: 825 shares 825 $545K 0.03% +36 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: 13,019 shares; 2024Q4: 12,954 shares; 2025Q1: 12,356 shares; 2025Q2: 11,841 shares; 2025Q3: 11,059 shares; 2025Q4: 10,058 shares 10,058 $543K 0.03% -1,001 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: 2,232 shares; 2024Q4: 2,232 shares; 2025Q1: 2,277 shares; 2025Q2: 2,247 shares; 2025Q3: 2,247 shares; 2025Q4: 1,797 shares 1,797 $532K 0.03% -450 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 861 shares; 2024Q4: 861 shares; 2025Q1: 861 shares; 2025Q2: 861 shares; 2025Q3: 861 shares; 2025Q4: 861 shares 861 $527K 0.03% 0 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: 712 shares; 2024Q4: 672 shares; 2025Q1: 662 shares; 2025Q2: 642 shares; 2025Q3: 547 shares; 2025Q4: 5,493 shares 5,493 $515K 0.03% +4,946 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: 9,806 shares; 2024Q4: 9,806 shares; 2025Q1: 9,146 shares; 2025Q2: 6,270 shares; 2025Q3: 6,270 shares; 2025Q4: 6,270 shares 6,270 $503K 0.03% 0 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,464 shares; 2024Q4: 1,364 shares; 2025Q1: 1,367 shares; 2025Q2: 1,537 shares; 2025Q3: 1,589 shares; 2025Q4: 1,889 shares 1,889 $500K 0.03% +300 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: 1,994 shares; 2024Q4: 1,994 shares; 2025Q1: 1,994 shares; 2025Q2: 1,994 shares; 2025Q3: 1,994 shares; 2025Q4: 1,998 shares 1,998 $482K 0.03% +4 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 687 shares; 2025Q3: 687 shares; 2025Q4: 820 shares 820 $470K 0.03% +133 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,717 shares; 2024Q4: 5,129 shares; 2025Q1: 2,009 shares; 2025Q2: 1,794 shares; 2025Q3: 1,754 shares; 2025Q4: 1,603 shares 1,603 $463K 0.03% -151 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: 1,477 shares; 2024Q4: not reported; 2025Q1: 1,871 shares; 2025Q2: 1,871 shares; 2025Q3: 1,871 shares; 2025Q4: 1,871 shares 1,871 $461K 0.03% 0 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,667 shares; 2024Q4: 1,667 shares; 2025Q1: 1,667 shares; 2025Q2: 1,667 shares; 2025Q3: 1,667 shares; 2025Q4: 1,667 shares 1,667 $459K 0.03% 0 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: 2,650 shares; 2025Q3: 2,650 shares; 2025Q4: 2,650 shares 2,650 $454K 0.03% 0 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: 15,939 shares; 2024Q4: 15,939 shares; 2025Q1: 15,939 shares; 2025Q2: 15,639 shares; 2025Q3: 15,939 shares; 2025Q4: 15,939 shares 15,939 $438K 0.02% 0 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,968 shares; 2024Q4: 18,607 shares; 2025Q1: 18,607 shares; 2025Q2: 18,607 shares; 2025Q3: 16,967 shares; 2025Q4: 12,605 shares 12,605 $438K 0.02% -4,362 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,534 shares; 2024Q4: 8,484 shares; 2025Q1: 8,334 shares; 2025Q2: 8,507 shares; 2025Q3: 8,507 shares; 2025Q4: 8,532 shares 8,532 $434K 0.02% +25 Timeline NTLA INTELLIA THERAPEUTICS INC More: the full row for INTELLIA THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,010 shares; 2024Q4: 31,095 shares; 2025Q1: 48,645 shares; 2025Q2: 48,705 shares; 2025Q3: 50,790 shares; 2025Q4: 48,220 shares 48,220 $433K 0.02% -2,570 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 2,700 shares; 2025Q2: 2,700 shares; 2025Q3: 2,700 shares; 2025Q4: 2,716 shares 2,716 $432K 0.02% +16 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,555 shares; 2024Q4: 4,555 shares; 2025Q1: 4,555 shares; 2025Q2: 4,349 shares; 2025Q3: 4,349 shares; 2025Q4: 4,349 shares 4,349 $432K 0.02% 0 Timeline BSM BLACK STONE MINERALS L P More: the full row for BLACK STONE MINERALS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30,382 shares; 2025Q3: 30,382 shares; 2025Q4: 30,382 shares 30,382 $404K 0.02% 0 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,735 shares; 2024Q4: 3,735 shares; 2025Q1: 3,735 shares; 2025Q2: 3,735 shares; 2025Q3: 3,735 shares; 2025Q4: 3,735 shares 3,735 $399K 0.02% 0 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,848 shares; 2025Q3: 1,848 shares; 2025Q4: 1,848 shares 1,848 $392K 0.02% 0 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,256 shares; 2024Q4: 3,256 shares; 2025Q1: 3,256 shares; 2025Q2: 3,256 shares; 2025Q3: 3,256 shares; 2025Q4: 2,856 shares 2,856 $386K 0.02% -400 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: 735 shares; 2024Q4: 739 shares; 2025Q1: 739 shares; 2025Q2: 647 shares; 2025Q3: 640 shares; 2025Q4: 628 shares 628 $386K 0.02% -12 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: 4,765 shares; 2024Q4: 2,177 shares; 2025Q1: 1,802 shares; 2025Q2: 1,802 shares; 2025Q3: 1,802 shares; 2025Q4: 2,352 shares 2,352 $377K 0.02% +550 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,522 shares; 2024Q4: 2,522 shares; 2025Q1: 2,522 shares; 2025Q2: 2,522 shares; 2025Q3: 2,522 shares; 2025Q4: 1,833 shares 1,833 $376K 0.02% -689 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,155 shares; 2025Q3: 4,155 shares; 2025Q4: 4,155 shares 4,155 $372K 0.02% 0 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: 2,934 shares; 2024Q4: 2,916 shares; 2025Q1: 2,911 shares; 2025Q2: 2,763 shares; 2025Q3: 2,763 shares; 2025Q4: 1,904 shares 1,904 $370K 0.02% -859 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: 804 shares; 2024Q4: 804 shares; 2025Q1: 729 shares; 2025Q2: 777 shares; 2025Q3: 777 shares; 2025Q4: 777 shares 777 $368K 0.02% 0 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: 2,063 shares; 2024Q4: 1,963 shares; 2025Q1: 1,963 shares; 2025Q2: 1,638 shares; 2025Q3: 1,686 shares; 2025Q4: 1,685 shares 1,685 $366K 0.02% -1 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: 7,121 shares; 2024Q4: 9,071 shares; 2025Q1: 9,271 shares; 2025Q2: 11,471 shares; 2025Q3: 9,463 shares; 2025Q4: 9,463 shares 9,463 $363K 0.02% 0 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,603 shares; 2024Q4: 7,603 shares; 2025Q1: 7,603 shares; 2025Q2: 7,463 shares; 2025Q3: 6,048 shares; 2025Q4: 6,048 shares 6,048 $349K 0.02% 0 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: 338 shares; 2025Q1: 312 shares; 2025Q2: 323 shares; 2025Q3: 321 shares; 2025Q4: 321 shares 321 $344K 0.02% 0 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,473 shares; 2024Q4: 6,473 shares; 2025Q1: 4,473 shares; 2025Q2: 2,573 shares; 2025Q3: 2,573 shares; 2025Q4: 2,573 shares 2,573 $341K 0.02% 0 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: 4,816 shares; 2024Q4: 4,816 shares; 2025Q1: 5,046 shares; 2025Q2: 4,342 shares; 2025Q3: 4,342 shares; 2025Q4: 3,342 shares 3,342 $327K 0.02% -1,000 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,897 shares; 2024Q4: 1,897 shares; 2025Q1: 1,897 shares; 2025Q2: 1,779 shares; 2025Q3: 1,787 shares; 2025Q4: 1,787 shares 1,787 $325K 0.02% 0 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,475 shares; 2024Q4: 1,475 shares; 2025Q1: 1,475 shares; 2025Q2: 1,475 shares; 2025Q3: 1,475 shares; 2025Q4: 1,475 shares 1,475 $324K 0.02% 0 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,043 shares; 2024Q4: 9,043 shares; 2025Q1: 9,043 shares; 2025Q2: 8,043 shares; 2025Q3: 8,043 shares; 2025Q4: 8,043 shares 8,043 $318K 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: 1,831 shares; 2024Q4: 1,743 shares; 2025Q1: 1,743 shares; 2025Q2: 1,803 shares; 2025Q3: 1,802 shares; 2025Q4: 1,802 shares 1,802 $316K 0.02% 0 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: 4,139 shares; 2024Q4: 12,417 shares; 2025Q1: 12,242 shares; 2025Q2: 12,242 shares; 2025Q3: 12,017 shares; 2025Q4: 11,979 shares 11,979 $314K 0.02% -38 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,996 shares; 2024Q4: 4,485 shares; 2025Q1: 4,360 shares; 2025Q2: 4,385 shares; 2025Q3: 3,552 shares; 2025Q4: 3,552 shares 3,552 $309K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,680 shares 4,680 $309K 0.02% new Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,208 shares; 2024Q4: 7,208 shares; 2025Q1: 7,208 shares; 2025Q2: 6,583 shares; 2025Q3: 6,583 shares; 2025Q4: 6,583 shares 6,583 $307K 0.02% 0 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: 3,675 shares; 2024Q4: 3,675 shares; 2025Q1: 3,675 shares; 2025Q2: 3,675 shares; 2025Q3: 3,675 shares; 2025Q4: 3,675 shares 3,675 $297K 0.02% 0 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,856 shares; 2024Q4: 5,856 shares; 2025Q1: 5,856 shares; 2025Q2: 5,856 shares; 2025Q3: 5,856 shares; 2025Q4: 5,856 shares 5,856 $292K 0.02% 0 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,485 shares; 2024Q4: 2,485 shares; 2025Q1: 2,485 shares; 2025Q2: 2,485 shares; 2025Q3: 2,485 shares; 2025Q4: 2,485 shares 2,485 $291K 0.02% 0 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: 62 shares; 2024Q4: 62 shares; 2025Q1: 54 shares; 2025Q2: 54 shares; 2025Q3: 54 shares; 2025Q4: 54 shares 54 $289K 0.02% 0 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,994 shares; 2024Q4: 1,994 shares; 2025Q1: not reported; 2025Q2: 1,994 shares; 2025Q3: 1,994 shares; 2025Q4: 1,994 shares 1,994 $281K 0.02% 0 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,668 shares; 2024Q4: 1,668 shares; 2025Q1: 1,668 shares; 2025Q2: 1,668 shares; 2025Q3: 1,629 shares; 2025Q4: 1,638 shares 1,638 $280K 0.02% +9 Timeline BLKB BLACKBAUD INC More: the full row for BLACKBAUD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,310 shares; 2024Q4: 9,960 shares; 2025Q1: 6,780 shares; 2025Q2: 5,895 shares; 2025Q3: 5,120 shares; 2025Q4: 4,420 shares 4,420 $280K 0.02% -700 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,899 shares; 2025Q3: 1,899 shares; 2025Q4: 1,899 shares 1,899 $268K 0.02% 0 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,199 shares; 2024Q4: 4,199 shares; 2025Q1: 4,199 shares; 2025Q2: 3,599 shares; 2025Q3: 3,599 shares; 2025Q4: 3,599 shares 3,599 $267K 0.02% 0 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,675 shares; 2024Q4: not reported; 2025Q1: 2,675 shares; 2025Q2: 2,713 shares; 2025Q3: 2,713 shares; 2025Q4: 2,713 shares 2,713 $261K 0.01% 0 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: 523 shares; 2024Q4: 503 shares; 2025Q1: 373 shares; 2025Q2: 373 shares; 2025Q3: 393 shares; 2025Q4: 394 shares 394 $261K 0.01% +1 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: 538 shares; 2024Q4: 538 shares; 2025Q1: 538 shares; 2025Q2: 538 shares; 2025Q3: 538 shares; 2025Q4: 538 shares 538 $260K 0.01% 0 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,123 shares; 2025Q1: not reported; 2025Q2: 1,888 shares; 2025Q3: 1,863 shares; 2025Q4: 1,848 shares 1,848 $252K 0.01% -15 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,480 shares; 2025Q3: 2,480 shares; 2025Q4: 2,486 shares 2,486 $248K 0.01% +6 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,099 shares; 2024Q4: 3,333 shares; 2025Q1: 3,182 shares; 2025Q2: 2,466 shares; 2025Q3: 2,466 shares; 2025Q4: 2,468 shares 2,468 $246K 0.01% +2 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 110 shares; 2025Q3: 110 shares; 2025Q4: 110 shares 110 $236K 0.01% 0 Timeline EQNR EQUINOR ASA More: the full row for EQUINOR ASA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,250 shares; 2024Q4: 10,250 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares 10,000 $236K 0.01% 0 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: 1,692 shares; 2024Q4: 1,533 shares; 2025Q1: 1,553 shares; 2025Q2: 876 shares; 2025Q3: 857 shares; 2025Q4: 857 shares 857 $230K 0.01% 0 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,356 shares; 2024Q4: 4,328 shares; 2025Q1: 4,328 shares; 2025Q2: 4,328 shares; 2025Q3: 4,328 shares; 2025Q4: 4,335 shares 4,335 $229K 0.01% +7 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,608 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,208 shares; 2025Q4: 6,108 shares 6,108 $225K 0.01% -100 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,068 shares; 2025Q1: 9,068 shares; 2025Q2: 9,068 shares; 2025Q3: 9,068 shares; 2025Q4: 9,063 shares 9,063 $225K 0.01% -5 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: not reported; 2024Q4: 2,898 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,391 shares; 2025Q4: 2,391 shares 2,391 $223K 0.01% 0 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,788 shares 1,788 $208K 0.01% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,032 shares 3,032 $204K 0.01% new Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,328 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,112 shares; 2025Q3: not reported; 2025Q4: 1,172 shares 1,172 $203K 0.01% new 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: 1,557 shares; 2024Q4: 1,557 shares; 2025Q1: 1,255 shares; 2025Q2: 1,255 shares; 2025Q3: 1,255 shares; 2025Q4: 955 shares 955 $201K 0.01% -300 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: 262 shares; 2024Q4: 262 shares; 2025Q1: 262 shares; 2025Q2: 262 shares; 2025Q3: 262 shares; 2025Q4: 262 shares 262 $201K 0.01% 0 Timeline IOVA IOVANCE BIOTHERAPEUTICS INC More: the full row for IOVANCE BIOTHERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,070 shares; 2024Q4: 55,715 shares; 2025Q1: 90,975 shares; 2025Q2: 91,075 shares; 2025Q3: 77,825 shares; 2025Q4: 65,930 shares 65,930 $180K 0.01% -11,895 Timeline PDSB PDS BIOTECHNOLOGY CORP More: the full row for PDS BIOTECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares 10,000 $7.7K <0.01% 0 Timeline