MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 272,209 shares; 2025Q1: 263,474 shares; 2025Q2: 262,077 shares; 2025Q3: 260,414 shares; 2025Q4: 260,516 shares 260,516 $126M 7.18% +102 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 391,635 shares; 2025Q1: 388,682 shares; 2025Q2: 389,307 shares; 2025Q3: 389,753 shares; 2025Q4: 377,567 shares 377,567 $118M 6.76% -12,186 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 148,129 shares; 2025Q1: 149,532 shares; 2025Q2: 182,485 shares; 2025Q3: 176,834 shares; 2025Q4: 176,153 shares 176,153 $88.5M 5.05% -681 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: restricted; 2024Q4: 153,517 shares; 2025Q1: 147,634 shares; 2025Q2: 147,112 shares; 2025Q3: 147,454 shares; 2025Q4: 148,708 shares 148,708 $84.9M 4.84% +1,254 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 341,417 shares; 2025Q1: 336,908 shares; 2025Q2: 335,157 shares; 2025Q3: 337,715 shares; 2025Q4: 344,535 shares 344,535 $73M 4.16% +6,820 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: restricted; 2024Q4: 487,398 shares; 2025Q1: 472,882 shares; 2025Q2: 466,163 shares; 2025Q3: 460,324 shares; 2025Q4: 448,174 shares 448,174 $72.3M 4.12% -12,150 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 105,664 shares; 2025Q1: 104,079 shares; 2025Q2: 109,915 shares; 2025Q3: 111,439 shares; 2025Q4: 113,998 shares 113,998 $66.1M 3.77% +2,559 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: restricted; 2024Q4: 288,273 shares; 2025Q1: 293,141 shares; 2025Q2: 293,860 shares; 2025Q3: 294,408 shares; 2025Q4: 289,522 shares 289,522 $65.9M 3.76% -4,886 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 240,885 shares; 2025Q1: 243,778 shares; 2025Q2: 248,008 shares; 2025Q3: 249,669 shares; 2025Q4: 252,914 shares 252,914 $52.8M 3.01% +3,245 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 175,162 shares; 2025Q1: 172,871 shares; 2025Q2: 173,879 shares; 2025Q3: 174,479 shares; 2025Q4: 178,142 shares 178,142 $43M 2.45% +3,663 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 242,140 shares; 2025Q1: 253,451 shares; 2025Q2: 258,599 shares; 2025Q3: 262,452 shares; 2025Q4: 264,553 shares 264,553 $40.3M 2.3% +2,101 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 91,147 shares; 2025Q1: 91,243 shares; 2025Q2: 91,077 shares; 2025Q3: 91,346 shares; 2025Q4: 92,816 shares 92,816 $39.6M 2.26% +1,470 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: restricted; 2024Q4: 5,023 shares; 2025Q1: 4,923 shares; 2025Q2: 86,880 shares; 2025Q3: 87,201 shares; 2025Q4: 119,140 shares 119,140 $36.2M 2.06% +31,939 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 147,002 shares; 2025Q1: 142,376 shares; 2025Q2: 143,353 shares; 2025Q3: 142,378 shares; 2025Q4: 144,540 shares 144,540 $33.4M 1.9% +2,162 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 180,815 shares; 2025Q1: 185,382 shares; 2025Q2: 180,027 shares; 2025Q3: 176,733 shares; 2025Q4: 168,031 shares 168,031 $32.6M 1.86% -8,702 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 104,258 shares; 2025Q1: 105,420 shares; 2025Q2: 105,496 shares; 2025Q3: 105,604 shares; 2025Q4: 106,270 shares 106,270 $32.5M 1.85% +666 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 70,085 shares; 2025Q1: 73,269 shares; 2025Q2: 73,132 shares; 2025Q3: 73,425 shares; 2025Q4: 72,646 shares 72,646 $30.7M 1.75% -779 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: restricted; 2024Q4: 27,984 shares; 2025Q1: 28,126 shares; 2025Q2: 27,826 shares; 2025Q3: 27,965 shares; 2025Q4: 27,810 shares 27,810 $29.8M 1.7% -155 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: restricted; 2024Q4: 115,198 shares; 2025Q1: 114,392 shares; 2025Q2: 115,508 shares; 2025Q3: 116,026 shares; 2025Q4: 115,402 shares 115,402 $29.7M 1.69% -624 Timeline WCC WESCO INTL INC More: the full row for WESCO INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 108,577 shares; 2025Q1: 112,374 shares; 2025Q2: 114,541 shares; 2025Q3: 114,288 shares; 2025Q4: 112,487 shares 112,487 $27.5M 1.57% -1,801 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 139,126 shares; 2025Q1: 141,980 shares; 2025Q2: 142,063 shares; 2025Q3: 144,637 shares; 2025Q4: 145,807 shares 145,807 $25.3M 1.44% +1,170 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 96,265 shares; 2025Q1: 93,131 shares; 2025Q2: 92,873 shares; 2025Q3: 90,466 shares; 2025Q4: 91,395 shares 91,395 $24.8M 1.42% +929 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 36,738 shares; 2025Q1: 127,947 shares; 2025Q2: 128,322 shares; 2025Q3: 129,514 shares; 2025Q4: 129,519 shares 129,519 $24.2M 1.38% +5 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 268,896 shares; 2025Q1: 108,060 shares; 2025Q2: 107,114 shares; 2025Q3: 105,920 shares; 2025Q4: 104,353 shares 104,353 $21.6M 1.23% -1,567 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 60,928 shares; 2025Q1: 60,838 shares; 2025Q2: 60,683 shares; 2025Q3: 60,443 shares; 2025Q4: 59,693 shares 59,693 $20.2M 1.15% -750 Timeline EXP EAGLE MATLS INC More: the full row for EAGLE MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,545 shares; 2025Q1: 2,545 shares; 2025Q2: 91,847 shares; 2025Q3: 92,670 shares; 2025Q4: 94,502 shares 94,502 $19.5M 1.11% +1,832 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,933 shares; 2025Q1: 25,749 shares; 2025Q2: 26,871 shares; 2025Q3: 26,899 shares; 2025Q4: 28,191 shares 28,191 $18.6M 1.06% +1,292 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 80,240 shares; 2025Q2: 80,412 shares; 2025Q3: 80,535 shares; 2025Q4: 81,936 shares 81,936 $18.2M 1.04% +1,401 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: restricted; 2024Q4: 3,592 shares; 2025Q1: 3,638 shares; 2025Q2: 3,620 shares; 2025Q3: 18,214 shares; 2025Q4: 187,629 shares 187,629 $17.6M 1% +169,415 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 50,902 shares; 2025Q2: 51,902 shares; 2025Q3: 52,577 shares; 2025Q4: 53,211 shares 53,211 $15.2M 0.87% +634 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 268,431 shares; 2025Q1: 110,953 shares; 2025Q2: 109,730 shares; 2025Q3: 108,656 shares; 2025Q4: 104,140 shares 104,140 $14.9M 0.85% -4,516 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 47,815 shares; 2025Q1: 47,770 shares; 2025Q2: 47,729 shares; 2025Q3: 47,722 shares; 2025Q4: 47,200 shares 47,200 $14M 0.8% -522 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: restricted; 2024Q4: 8,447 shares; 2025Q1: 8,295 shares; 2025Q2: 8,278 shares; 2025Q3: 8,245 shares; 2025Q4: 117,946 shares 117,946 $13.1M 0.75% +109,701 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: restricted; 2024Q4: 54,417 shares; 2025Q1: 54,287 shares; 2025Q2: 54,212 shares; 2025Q3: 51,539 shares; 2025Q4: 50,544 shares 50,544 $13M 0.74% -995 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 96,295 shares; 2025Q1: 94,580 shares; 2025Q2: 93,564 shares; 2025Q3: 91,916 shares; 2025Q4: 89,908 shares 89,908 $12.9M 0.73% -2,008 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 110,702 shares; 2025Q1: 109,381 shares; 2025Q2: 108,239 shares; 2025Q3: 103,653 shares; 2025Q4: 102,848 shares 102,848 $12.4M 0.71% -805 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 80,707 shares; 2025Q1: 80,521 shares; 2025Q2: 80,509 shares; 2025Q3: 80,181 shares; 2025Q4: 79,151 shares 79,151 $10.5M 0.6% -1,030 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: restricted; 2024Q4: 37,947 shares; 2025Q1: 29,223 shares; 2025Q2: 29,982 shares; 2025Q3: 30,811 shares; 2025Q4: 32,475 shares 32,475 $10.5M 0.6% +1,664 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 36,028 shares; 2025Q1: 28,923 shares; 2025Q2: 28,226 shares; 2025Q3: 28,756 shares; 2025Q4: 30,099 shares 30,099 $9.42M 0.54% +1,343 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 135,693 shares; 2025Q1: 139,560 shares; 2025Q2: 138,759 shares; 2025Q3: 135,679 shares; 2025Q4: 134,599 shares 134,599 $9.41M 0.54% -1,080 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,178 shares; 2025Q1: 15,919 shares; 2025Q2: 15,919 shares; 2025Q3: 15,919 shares; 2025Q4: 15,809 shares 15,809 $9.06M 0.52% -110 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21,080 shares; 2025Q1: 20,865 shares; 2025Q2: 21,528 shares; 2025Q3: 21,507 shares; 2025Q4: 21,510 shares 21,510 $7.4M 0.42% +3 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 70,559 shares; 2025Q1: 41,335 shares; 2025Q2: 32,488 shares; 2025Q3: 27,862 shares; 2025Q4: 24,890 shares 24,890 $7.36M 0.42% -2,972 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 26,495 shares; 2025Q1: 26,563 shares; 2025Q2: 23,207 shares; 2025Q3: 21,323 shares; 2025Q4: 21,064 shares 21,064 $7.06M 0.4% -259 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 65,361 shares; 2025Q1: 64,271 shares; 2025Q2: 63,811 shares; 2025Q3: 61,696 shares; 2025Q4: 66,835 shares 66,835 $7.04M 0.4% +5,139 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,469 shares; 2025Q1: 10,145 shares; 2025Q2: 10,447 shares; 2025Q3: 10,485 shares; 2025Q4: 9,991 shares 9,991 $6.81M 0.39% -494 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: restricted; 2024Q4: 10,244 shares; 2025Q1: 10,317 shares; 2025Q2: 10,451 shares; 2025Q3: 10,170 shares; 2025Q4: 9,438 shares 9,438 $6.46M 0.37% -732 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 30,377 shares; 2025Q1: 28,888 shares; 2025Q2: 29,405 shares; 2025Q3: 28,224 shares; 2025Q4: 28,225 shares 28,225 $6.45M 0.37% +1 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 90,343 shares 90,343 $5.91M 0.34% new Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,961 shares; 2025Q1: 2,961 shares; 2025Q2: 2,961 shares; 2025Q3: 73,311 shares; 2025Q4: 73,311 shares 73,311 $5.85M 0.33% 0 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 30,157 shares; 2025Q1: 29,482 shares; 2025Q2: 29,482 shares; 2025Q3: 29,175 shares; 2025Q4: 27,515 shares 27,515 $5.67M 0.32% -1,660 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 7 shares; 2025Q2: 7 shares; 2025Q3: 7 shares; 2025Q4: 7 shares 7 $5.28M 0.3% 0 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: restricted; 2024Q4: 49,520 shares; 2025Q1: 51,777 shares; 2025Q2: 51,686 shares; 2025Q3: 51,683 shares; 2025Q4: 50,683 shares 50,683 $5.19M 0.3% -1,000 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,395 shares; 2025Q1: 16,058 shares; 2025Q2: 15,958 shares; 2025Q3: 15,958 shares; 2025Q4: 15,983 shares 15,983 $4.92M 0.28% +25 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: restricted; 2024Q4: 10,074 shares; 2025Q1: 9,661 shares; 2025Q2: 8,985 shares; 2025Q3: 9,004 shares; 2025Q4: 14,182 shares 14,182 $4.91M 0.28% +5,178 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 40,727 shares; 2025Q1: 31,947 shares; 2025Q2: 32,072 shares; 2025Q3: 28,490 shares; 2025Q4: 28,586 shares 28,586 $4.59M 0.26% +96 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: restricted; 2024Q4: 12,095 shares; 2025Q1: 12,095 shares; 2025Q2: 12,095 shares; 2025Q3: 12,095 shares; 2025Q4: 12,095 shares 12,095 $4.52M 0.26% 0 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: restricted; 2024Q4: 4,225 shares; 2025Q1: 4,175 shares; 2025Q2: 4,475 shares; 2025Q3: 4,475 shares; 2025Q4: 5,015 shares 5,015 $4.41M 0.25% +540 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: restricted; 2024Q4: 9,055 shares; 2025Q1: 7,405 shares; 2025Q2: 7,905 shares; 2025Q3: 7,905 shares; 2025Q4: 7,905 shares 7,905 $3.86M 0.22% 0 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: restricted; 2024Q4: 16,763 shares; 2025Q1: 13,221 shares; 2025Q2: 13,249 shares; 2025Q3: 12,677 shares; 2025Q4: 12,712 shares 12,712 $3.73M 0.21% +35 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: restricted; 2024Q4: 25,568 shares; 2025Q1: 25,603 shares; 2025Q2: 26,615 shares; 2025Q3: 26,615 shares; 2025Q4: 25,465 shares 25,465 $3.65M 0.21% -1,150 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 50,700 shares; 2025Q1: 49,930 shares; 2025Q2: 49,037 shares; 2025Q3: 48,097 shares; 2025Q4: 46,097 shares 46,097 $3.64M 0.21% -2,000 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,740 shares; 2025Q1: 15,254 shares; 2025Q2: 14,680 shares; 2025Q3: 14,730 shares; 2025Q4: 18,832 shares 18,832 $3.45M 0.2% +4,102 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22,694 shares; 2025Q1: 22,494 shares; 2025Q2: 22,465 shares; 2025Q3: 22,449 shares; 2025Q4: 27,451 shares 27,451 $3.44M 0.2% +5,002 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: restricted; 2024Q4: 7,711 shares; 2025Q1: 7,711 shares; 2025Q2: 7,715 shares; 2025Q3: 8,623 shares; 2025Q4: 8,623 shares 8,623 $3.35M 0.19% 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: restricted; 2024Q4: 16,597 shares; 2025Q1: 15,065 shares; 2025Q2: 15,065 shares; 2025Q3: 15,000 shares; 2025Q4: 15,000 shares 15,000 $3.3M 0.19% 0 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 124,551 shares; 2025Q1: 121,880 shares; 2025Q2: 122,880 shares; 2025Q3: 118,552 shares; 2025Q4: 109,642 shares 109,642 $3.28M 0.19% -8,910 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 133,217 shares; 2025Q1: 132,650 shares; 2025Q2: 130,535 shares; 2025Q3: 129,886 shares; 2025Q4: 128,011 shares 128,011 $3.19M 0.18% -1,875 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 48,881 shares; 2025Q1: 43,806 shares; 2025Q2: 40,377 shares; 2025Q3: 33,277 shares; 2025Q4: 32,061 shares 32,061 $3.18M 0.18% -1,216 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 90,582 shares; 2025Q1: 109,164 shares; 2025Q2: 109,340 shares; 2025Q3: 113,580 shares; 2025Q4: 113,639 shares 113,639 $3.12M 0.18% +59 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,660 shares; 2025Q1: 14,259 shares; 2025Q2: 14,319 shares; 2025Q3: 14,319 shares; 2025Q4: 12,824 shares 12,824 $2.97M 0.17% -1,495 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,438 shares; 2025Q1: 2,438 shares; 2025Q2: 4,997 shares; 2025Q3: 5,209 shares; 2025Q4: 6,083 shares 6,083 $2.83M 0.16% +874 Timeline AIT APPLIED INDL TECHNOLOGIES IN More: the full row for APPLIED INDL TECHNOLOGIES IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,475 shares; 2025Q1: 12,475 shares; 2025Q2: 12,400 shares; 2025Q3: 11,400 shares; 2025Q4: 10,400 shares 10,400 $2.67M 0.15% -1,000 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,921 shares; 2025Q1: 2,985 shares; 2025Q2: 2,994 shares; 2025Q3: 2,497 shares; 2025Q4: 2,467 shares 2,467 $2.65M 0.15% -30 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,077 shares; 2025Q3: 2,095 shares; 2025Q4: 14,762 shares 14,762 $2.53M 0.14% +12,667 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 48,692 shares; 2025Q1: 47,643 shares; 2025Q2: 48,052 shares; 2025Q3: 46,257 shares; 2025Q4: 46,062 shares 46,062 $2.48M 0.14% -195 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,474 shares; 2025Q1: 14,974 shares; 2025Q2: 14,974 shares; 2025Q3: 21,129 shares; 2025Q4: 21,129 shares 21,129 $2.45M 0.14% 0 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,065 shares; 2025Q1: 3,878 shares; 2025Q2: 3,865 shares; 2025Q3: 3,746 shares; 2025Q4: 3,746 shares 3,746 $2.45M 0.14% 0 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,248 shares; 2025Q1: 18,480 shares; 2025Q2: 10,896 shares; 2025Q3: 11,556 shares; 2025Q4: 11,792 shares 11,792 $2.26M 0.13% +236 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,924 shares; 2025Q1: 4,663 shares; 2025Q2: 4,663 shares; 2025Q3: 4,663 shares; 2025Q4: 4,663 shares 4,663 $2.26M 0.13% 0 Timeline GBIL 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: restricted; 2024Q4: 37,262 shares; 2025Q1: 23,496 shares; 2025Q2: 33,688 shares; 2025Q3: 28,990 shares; 2025Q4: 22,278 shares 22,278 $2.23M 0.13% -6,712 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,906 shares; 2025Q1: 5,073 shares; 2025Q2: 5,107 shares; 2025Q3: 4,907 shares; 2025Q4: 4,907 shares 4,907 $2.21M 0.13% 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: restricted; 2024Q4: 8,445 shares; 2025Q1: 8,995 shares; 2025Q2: 7,874 shares; 2025Q3: 7,925 shares; 2025Q4: 9,925 shares 9,925 $2.15M 0.12% +2,000 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,700 shares; 2025Q1: 10,720 shares; 2025Q2: 10,819 shares; 2025Q3: 11,064 shares; 2025Q4: 11,012 shares 11,012 $2.15M 0.12% -52 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,882 shares; 2025Q1: 2,879 shares; 2025Q2: 2,687 shares; 2025Q3: 2,359 shares; 2025Q4: 2,352 shares 2,352 $2.03M 0.12% -7 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: restricted; 2024Q4: 6,491 shares; 2025Q1: 6,491 shares; 2025Q2: 7,291 shares; 2025Q3: 7,295 shares; 2025Q4: 6,495 shares 6,495 $2.03M 0.12% -800 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: restricted; 2024Q4: 5,190 shares; 2025Q1: 5,183 shares; 2025Q2: 5,183 shares; 2025Q3: 5,183 shares; 2025Q4: 5,183 shares 5,183 $2.02M 0.12% 0 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,823 shares; 2025Q1: 3,809 shares; 2025Q2: 3,796 shares; 2025Q3: 3,785 shares; 2025Q4: 3,776 shares 3,776 $1.97M 0.11% -9 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,193 shares; 2025Q1: 20,193 shares; 2025Q2: 20,143 shares; 2025Q3: 18,593 shares; 2025Q4: 18,593 shares 18,593 $1.93M 0.11% 0 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 172,922 shares; 2025Q1: 176,788 shares; 2025Q2: 6,683 shares; 2025Q3: 6,691 shares; 2025Q4: 6,666 shares 6,666 $1.9M 0.11% -25 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,490 shares; 2025Q1: 5,756 shares; 2025Q2: 5,620 shares; 2025Q3: 5,395 shares; 2025Q4: 5,409 shares 5,409 $1.9M 0.11% +14 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: restricted; 2024Q4: 3,757 shares; 2025Q1: 3,587 shares; 2025Q2: 3,557 shares; 2025Q3: 3,639 shares; 2025Q4: 2,997 shares 2,997 $1.84M 0.1% -642 Timeline WTS WATTS WATER TECHNOLOGIES INC More: the full row for WATTS WATER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,090 shares; 2025Q1: 7,090 shares; 2025Q2: 7,090 shares; 2025Q3: 6,690 shares; 2025Q4: 6,650 shares 6,650 $1.84M 0.1% -40 Timeline IEX IDEX CORP More: the full row for IDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,789 shares; 2025Q1: 9,789 shares; 2025Q2: 9,709 shares; 2025Q3: 9,509 shares; 2025Q4: 9,509 shares 9,509 $1.69M 0.1% 0 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 48,423 shares; 2025Q1: 42,722 shares; 2025Q2: 41,501 shares; 2025Q3: 41,291 shares; 2025Q4: 40,646 shares 40,646 $1.66M 0.09% -645 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,548 shares; 2025Q1: 6,488 shares; 2025Q2: 11,489 shares; 2025Q3: 12,990 shares; 2025Q4: 12,990 shares 12,990 $1.64M 0.09% 0 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,188 shares; 2025Q1: 7,188 shares; 2025Q2: 7,188 shares; 2025Q3: 7,188 shares; 2025Q4: 7,188 shares 7,188 $1.63M 0.09% 0 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: restricted; 2024Q4: 3,311 shares; 2025Q1: 3,276 shares; 2025Q2: 3,184 shares; 2025Q3: 3,184 shares; 2025Q4: 3,184 shares 3,184 $1.63M 0.09% 0 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,611 shares; 2025Q1: 4,964 shares; 2025Q2: 5,333 shares; 2025Q3: 2,840 shares; 2025Q4: 2,541 shares 2,541 $1.59M 0.09% -299 Timeline HI HILLENBRAND INC More: the full row for HILLENBRAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 55,279 shares; 2025Q1: 55,279 shares; 2025Q2: 55,279 shares; 2025Q3: 53,479 shares; 2025Q4: 49,796 shares 49,796 $1.58M 0.09% -3,683 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,705 shares; 2025Q1: 15,193 shares; 2025Q2: 15,083 shares; 2025Q3: 14,926 shares; 2025Q4: 15,603 shares 15,603 $1.57M 0.09% +677 Timeline GTX GARRETT MOTION INC More: the full row for GARRETT MOTION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 225,210 shares; 2025Q1: 90,655 shares; 2025Q2: 89,305 shares; 2025Q3: 89,305 shares; 2025Q4: 89,305 shares 89,305 $1.56M 0.09% 0 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,404 shares; 2025Q1: 12,405 shares; 2025Q2: 12,482 shares; 2025Q3: 12,487 shares; 2025Q4: 12,132 shares 12,132 $1.55M 0.09% -355 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,095 shares; 2025Q1: 5,095 shares; 2025Q2: 5,165 shares; 2025Q3: 5,165 shares; 2025Q4: 5,165 shares 5,165 $1.5M 0.09% 0 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 19,270 shares; 2025Q1: 16,920 shares; 2025Q2: 17,405 shares; 2025Q3: 17,405 shares; 2025Q4: 17,405 shares 17,405 $1.49M 0.09% 0 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,554 shares; 2025Q1: 10,454 shares; 2025Q2: 10,767 shares; 2025Q3: 10,767 shares; 2025Q4: 10,767 shares 10,767 $1.48M 0.08% 0 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: restricted; 2024Q4: 4,461 shares; 2025Q1: 4,158 shares; 2025Q2: 4,158 shares; 2025Q3: 4,158 shares; 2025Q4: 4,183 shares 4,183 $1.41M 0.08% +25 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,309 shares; 2025Q4: 6,573 shares 6,573 $1.41M 0.08% +5,264 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,705 shares; 2025Q1: 5,717 shares; 2025Q2: 5,717 shares; 2025Q3: 5,717 shares; 2025Q4: 5,717 shares 5,717 $1.41M 0.08% 0 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: restricted; 2024Q4: 15,000 shares; 2025Q1: 9,500 shares; 2025Q2: 30,000 shares; 2025Q3: 30,000 shares; 2025Q4: 30,000 shares 30,000 $1.34M 0.08% 0 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,662 shares; 2025Q1: 4,558 shares; 2025Q2: 6,067 shares; 2025Q3: 6,067 shares; 2025Q4: 6,067 shares 6,067 $1.24M 0.07% 0 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,755 shares; 2025Q1: 3,720 shares; 2025Q2: 3,745 shares; 2025Q3: 3,751 shares; 2025Q4: 3,756 shares 3,756 $1.23M 0.07% +5 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,473 shares; 2025Q1: 8,423 shares; 2025Q2: 8,683 shares; 2025Q3: 7,683 shares; 2025Q4: 7,634 shares 7,634 $1.22M 0.07% -49 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,716 shares; 2025Q1: 8,754 shares; 2025Q2: 8,820 shares; 2025Q3: 8,836 shares; 2025Q4: 8,871 shares 8,871 $1.14M 0.07% +35 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,597 shares 5,597 $1.14M 0.06% new 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: restricted; 2024Q4: 3,161 shares; 2025Q1: 3,128 shares; 2025Q2: 2,963 shares; 2025Q3: 2,963 shares; 2025Q4: 3,540 shares 3,540 $1.13M 0.06% +577 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,764 shares; 2025Q1: 12,764 shares; 2025Q2: 12,814 shares; 2025Q3: 12,014 shares; 2025Q4: 12,011 shares 12,011 $1.12M 0.06% -3 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,826 shares; 2025Q1: 3,824 shares; 2025Q2: 3,824 shares; 2025Q3: 3,824 shares; 2025Q4: 3,817 shares 3,817 $1.1M 0.06% -7 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,800 shares; 2025Q1: 2,800 shares; 2025Q2: 2,800 shares; 2025Q3: 2,800 shares; 2025Q4: 4,256 shares 4,256 $1.1M 0.06% +1,456 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: restricted; 2024Q4: 11,667 shares; 2025Q1: 11,592 shares; 2025Q2: 11,517 shares; 2025Q3: 11,417 shares; 2025Q4: 11,015 shares 11,015 $1.08M 0.06% -402 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,000 shares; 2025Q1: 14,000 shares; 2025Q2: 14,000 shares; 2025Q3: 14,000 shares; 2025Q4: 14,000 shares 14,000 $1.03M 0.06% 0 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 44,020 shares; 2025Q1: 39,600 shares; 2025Q2: 41,335 shares; 2025Q3: 39,140 shares; 2025Q4: 39,064 shares 39,064 $970K 0.06% -76 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 818 shares; 2025Q1: 818 shares; 2025Q2: 818 shares; 2025Q3: 693 shares; 2025Q4: 693 shares 693 $966K 0.06% 0 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,985 shares; 2025Q1: 4,985 shares; 2025Q2: 4,979 shares; 2025Q3: 3,936 shares; 2025Q4: 3,906 shares 3,906 $962K 0.05% -30 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,550 shares; 2025Q1: 2,581 shares; 2025Q2: 3,063 shares; 2025Q3: 3,239 shares; 2025Q4: 3,256 shares 3,256 $945K 0.05% +17 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,440 shares 6,440 $932K 0.05% new Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,465 shares; 2025Q1: 6,065 shares; 2025Q2: 7,415 shares; 2025Q3: 5,090 shares; 2025Q4: 5,105 shares 5,105 $907K 0.05% +15 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 182,153 shares; 2025Q1: 175,754 shares; 2025Q2: 3,429 shares; 2025Q3: 3,158 shares; 2025Q4: 3,158 shares 3,158 $895K 0.05% 0 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,301 shares; 2025Q1: 3,301 shares; 2025Q2: 3,501 shares; 2025Q3: 3,611 shares; 2025Q4: 3,619 shares 3,619 $894K 0.05% +8 Timeline SNX TD SYNNEX CORPORATION More: the full row for TD SYNNEX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,545 shares; 2025Q1: 6,900 shares; 2025Q2: 6,900 shares; 2025Q3: 6,390 shares; 2025Q4: 5,915 shares 5,915 $889K 0.05% -475 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,215 shares; 2025Q1: 6,125 shares; 2025Q2: 6,105 shares; 2025Q3: 6,855 shares; 2025Q4: 6,855 shares 6,855 $856K 0.05% 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: restricted; 2024Q4: 17,385 shares; 2025Q1: 17,385 shares; 2025Q2: 17,385 shares; 2025Q3: 14,385 shares; 2025Q4: 14,385 shares 14,385 $855K 0.05% 0 Timeline VGUS VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,092 shares 11,092 $837K 0.05% new Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,452 shares; 2025Q1: 3,391 shares; 2025Q2: 3,871 shares; 2025Q3: 3,199 shares; 2025Q4: 3,200 shares 3,200 $825K 0.05% +1 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,024 shares; 2025Q1: 6,024 shares; 2025Q2: 6,024 shares; 2025Q3: 6,024 shares; 2025Q4: 5,764 shares 5,764 $802K 0.05% -260 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,600 shares; 2025Q1: 3,600 shares; 2025Q2: 3,600 shares; 2025Q3: 3,600 shares; 2025Q4: 3,600 shares 3,600 $781K 0.04% 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: restricted; 2024Q4: 6,297 shares; 2025Q1: 6,324 shares; 2025Q2: 6,324 shares; 2025Q3: 6,324 shares; 2025Q4: 6,324 shares 6,324 $779K 0.04% 0 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,315 shares; 2025Q1: 3,315 shares; 2025Q2: 3,315 shares; 2025Q3: 3,315 shares; 2025Q4: 3,315 shares 3,315 $775K 0.04% 0 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: restricted; 2024Q4: 1,634 shares; 2025Q1: 1,634 shares; 2025Q2: 1,634 shares; 2025Q3: 1,634 shares; 2025Q4: 1,634 shares 1,634 $768K 0.04% 0 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,299 shares; 2025Q1: 15,720 shares; 2025Q2: 15,691 shares; 2025Q3: 15,692 shares; 2025Q4: 13,706 shares 13,706 $754K 0.04% -1,986 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: restricted; 2024Q4: 5,582 shares; 2025Q1: 5,582 shares; 2025Q2: 5,582 shares; 2025Q3: 4,882 shares; 2025Q4: 4,882 shares 4,882 $750K 0.04% 0 Timeline GH GUARDANT HEALTH INC More: the full row for GUARDANT HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,740 shares; 2025Q1: 6,740 shares; 2025Q2: 6,740 shares; 2025Q3: 6,740 shares; 2025Q4: 7,000 shares 7,000 $715K 0.04% +260 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,736 shares; 2025Q1: 14,736 shares; 2025Q2: 14,380 shares; 2025Q3: 14,180 shares; 2025Q4: 13,248 shares 13,248 $713K 0.04% -932 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: restricted; 2024Q4: 2,936 shares; 2025Q1: 2,870 shares; 2025Q2: 2,828 shares; 2025Q3: 3,854 shares; 2025Q4: 3,854 shares 3,854 $710K 0.04% 0 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 25,545 shares; 2025Q1: 24,545 shares; 2025Q2: 26,631 shares; 2025Q3: 20,545 shares; 2025Q4: 19,168 shares 19,168 $707K 0.04% -1,377 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 19,685 shares; 2025Q1: 17,950 shares; 2025Q2: 17,950 shares; 2025Q3: 17,450 shares; 2025Q4: 15,149 shares 15,149 $704K 0.04% -2,301 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: restricted; 2024Q4: 1,700 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,500 shares 4,500 $694K 0.04% new Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,679 shares; 2025Q1: 8,679 shares; 2025Q2: 8,679 shares; 2025Q3: 8,679 shares; 2025Q4: 8,679 shares 8,679 $669K 0.04% 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: restricted; 2024Q4: 9,820 shares; 2025Q1: 9,865 shares; 2025Q2: 10,113 shares; 2025Q3: 9,865 shares; 2025Q4: 10,050 shares 10,050 $663K 0.04% +185 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,348 shares; 2025Q1: 13,320 shares; 2025Q2: 13,320 shares; 2025Q3: 13,320 shares; 2025Q4: 8,610 shares 8,610 $662K 0.04% -4,710 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,156 shares; 2025Q1: 2,156 shares; 2025Q2: 2,161 shares; 2025Q3: 1,161 shares; 2025Q4: 1,161 shares 1,161 $662K 0.04% 0 Timeline ATR APTARGROUP INC More: the full row for APTARGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,420 shares; 2025Q1: 5,420 shares; 2025Q2: 5,420 shares; 2025Q3: 5,420 shares; 2025Q4: 5,420 shares 5,420 $661K 0.04% 0 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,865 shares; 2025Q1: 5,865 shares; 2025Q2: 5,729 shares; 2025Q3: 5,729 shares; 2025Q4: 5,592 shares 5,592 $655K 0.04% -137 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,100 shares; 2025Q1: 17,100 shares; 2025Q2: 17,100 shares; 2025Q3: 17,100 shares; 2025Q4: 17,100 shares 17,100 $620K 0.04% 0 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,338 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,694 shares 2,694 $617K 0.04% new 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: restricted; 2024Q4: 1,765 shares; 2025Q1: 1,715 shares; 2025Q2: 1,715 shares; 2025Q3: 1,717 shares; 2025Q4: 1,747 shares 1,747 $614K 0.04% +30 Timeline CECO CECO ENVIRONMENTAL CORP More: the full row for CECO ENVIRONMENTAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares 10,000 $598K 0.03% 0 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,053 shares; 2025Q1: 3,053 shares; 2025Q2: 3,053 shares; 2025Q3: 3,053 shares; 2025Q4: 1,973 shares 1,973 $589K 0.03% -1,080 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: restricted; 2024Q4: 6,162 shares; 2025Q1: 6,162 shares; 2025Q2: 6,162 shares; 2025Q3: 5,162 shares; 2025Q4: 5,162 shares 5,162 $579K 0.03% 0 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 990 shares; 2025Q1: 990 shares; 2025Q2: 993 shares; 2025Q3: 993 shares; 2025Q4: 993 shares 993 $562K 0.03% 0 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: restricted; 2024Q4: 1,478 shares; 2025Q1: 1,478 shares; 2025Q2: 1,478 shares; 2025Q3: 1,807 shares; 2025Q4: 3,879 shares 3,879 $559K 0.03% +2,072 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: restricted; 2024Q4: 3,236 shares; 2025Q1: 1,936 shares; 2025Q2: 1,936 shares; 2025Q3: 1,936 shares; 2025Q4: 1,406 shares 1,406 $557K 0.03% -530 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: restricted; 2024Q4: 505 shares; 2025Q1: 505 shares; 2025Q2: 505 shares; 2025Q3: 506 shares; 2025Q4: 506 shares 506 $541K 0.03% 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: restricted; 2024Q4: 7,807 shares; 2025Q1: 11,596 shares; 2025Q2: 7,096 shares; 2025Q3: 9,154 shares; 2025Q4: 9,851 shares 9,851 $540K 0.03% +697 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: restricted; 2024Q4: 29,260 shares; 2025Q1: 29,260 shares; 2025Q2: 29,260 shares; 2025Q3: 28,560 shares; 2025Q4: 22,662 shares 22,662 $537K 0.03% -5,898 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: restricted; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares 100 $536K 0.03% 0 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: restricted; 2024Q4: 676 shares; 2025Q1: 870 shares; 2025Q2: 878 shares; 2025Q3: 878 shares; 2025Q4: 879 shares 879 $530K 0.03% +1 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: restricted; 2024Q4: 4,302 shares; 2025Q1: 4,202 shares; 2025Q2: 4,210 shares; 2025Q3: 4,210 shares; 2025Q4: 4,210 shares 4,210 $530K 0.03% 0 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 32,500 shares 32,500 $522K 0.03% new Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,203 shares 3,203 $519K 0.03% new 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: restricted; 2024Q4: 3,818 shares; 2025Q1: 4,029 shares; 2025Q2: 4,209 shares; 2025Q3: 4,330 shares; 2025Q4: 4,260 shares 4,260 $512K 0.03% -70 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,630 shares; 2025Q1: 1,400 shares; 2025Q2: 1,400 shares; 2025Q3: 1,400 shares; 2025Q4: 1,400 shares 1,400 $504K 0.03% 0 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,095 shares; 2025Q1: 3,095 shares; 2025Q2: 3,095 shares; 2025Q3: 3,095 shares; 2025Q4: 3,095 shares 3,095 $493K 0.03% 0 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,740 shares; 2025Q1: 3,740 shares; 2025Q2: 3,740 shares; 2025Q3: 3,740 shares; 2025Q4: 3,740 shares 3,740 $471K 0.03% 0 Timeline CNH CNH INDL N V More: the full row for CNH INDL N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,455,024 shares; 2025Q1: 3,499,343 shares; 2025Q2: 1,713,486 shares; 2025Q3: 85,606 shares; 2025Q4: 50,045 shares 50,045 $461K 0.03% -35,561 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,835 shares; 2025Q1: 5,835 shares; 2025Q2: 7,476 shares; 2025Q3: 5,891 shares; 2025Q4: 5,518 shares 5,518 $443K 0.03% -373 Timeline IEO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,709 shares; 2025Q1: 4,109 shares; 2025Q2: 4,109 shares; 2025Q3: 4,893 shares; 2025Q4: 4,893 shares 4,893 $437K 0.02% 0 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: restricted; 2024Q4: 9,686 shares; 2025Q1: 9,686 shares; 2025Q2: 9,686 shares; 2025Q3: 8,537 shares; 2025Q4: 8,537 shares 8,537 $434K 0.02% 0 Timeline GPK GRAPHIC PACKAGING HLDG CO More: the full row for GRAPHIC PACKAGING HLDG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 57,775 shares; 2025Q4: 28,775 shares 28,775 $433K 0.02% -29,000 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: restricted; 2024Q4: 1,559 shares; 2025Q1: 1,559 shares; 2025Q2: 1,559 shares; 2025Q3: 1,559 shares; 2025Q4: 1,559 shares 1,559 $429K 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: restricted; 2024Q4: 1,842 shares; 2025Q1: 1,857 shares; 2025Q2: 1,857 shares; 2025Q3: 1,984 shares; 2025Q4: 1,984 shares 1,984 $421K 0.02% 0 Timeline SCHX 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: restricted; 2024Q4: not reported; 2025Q1: 15,324 shares; 2025Q2: 15,346 shares; 2025Q3: 15,612 shares; 2025Q4: 15,634 shares 15,634 $421K 0.02% +22 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,930 shares; 2025Q1: 1,930 shares; 2025Q2: 1,930 shares; 2025Q3: 1,930 shares; 2025Q4: 1,930 shares 1,930 $420K 0.02% 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: restricted; 2024Q4: 9,178 shares; 2025Q1: 9,159 shares; 2025Q2: 9,184 shares; 2025Q3: 7,685 shares; 2025Q4: 7,700 shares 7,700 $414K 0.02% +15 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,228 shares; 2025Q1: 9,228 shares; 2025Q2: 9,228 shares; 2025Q3: 9,228 shares; 2025Q4: 9,228 shares 9,228 $409K 0.02% 0 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,154 shares; 2025Q1: 2,154 shares; 2025Q2: 2,506 shares; 2025Q3: 2,506 shares; 2025Q4: 2,506 shares 2,506 $408K 0.02% 0 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,055 shares; 2025Q1: 1,055 shares; 2025Q2: 1,080 shares; 2025Q3: 1,080 shares; 2025Q4: 1,077 shares 1,077 $398K 0.02% -3 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,637 shares; 2025Q1: 1,641 shares; 2025Q2: 1,644 shares; 2025Q3: 1,647 shares; 2025Q4: 1,651 shares 1,651 $398K 0.02% +4 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,850 shares; 2025Q1: 1,850 shares; 2025Q2: 1,850 shares; 2025Q3: 1,850 shares; 2025Q4: 1,850 shares 1,850 $397K 0.02% 0 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,025 shares; 2025Q1: 1,025 shares; 2025Q2: 1,026 shares; 2025Q3: 1,028 shares; 2025Q4: 1,028 shares 1,028 $394K 0.02% 0 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: restricted; 2024Q4: 381 shares; 2025Q1: 372 shares; 2025Q2: 324 shares; 2025Q3: 324 shares; 2025Q4: 324 shares 324 $394K 0.02% 0 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 733 shares; 2025Q1: 733 shares; 2025Q2: 733 shares; 2025Q3: 733 shares; 2025Q4: 753 shares 753 $385K 0.02% +20 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: restricted; 2024Q4: 1,413 shares; 2025Q1: 1,413 shares; 2025Q2: 1,413 shares; 2025Q3: 1,413 shares; 2025Q4: 1,413 shares 1,413 $383K 0.02% 0 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 807 shares; 2025Q1: 807 shares; 2025Q2: 807 shares; 2025Q3: 807 shares; 2025Q4: 807 shares 807 $382K 0.02% 0 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,074 shares; 2025Q1: 2,074 shares; 2025Q2: 2,524 shares; 2025Q3: 2,524 shares; 2025Q4: 2,024 shares 2,024 $376K 0.02% -500 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: restricted; 2024Q4: 3,920 shares; 2025Q1: 3,205 shares; 2025Q2: 3,210 shares; 2025Q3: 3,215 shares; 2025Q4: 3,219 shares 3,219 $376K 0.02% +4 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: restricted; 2024Q4: 6,800 shares; 2025Q1: 6,800 shares; 2025Q2: 6,800 shares; 2025Q3: 6,800 shares; 2025Q4: 6,800 shares 6,800 $374K 0.02% 0 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,573 shares; 2025Q1: 3,280 shares; 2025Q2: 3,488 shares; 2025Q3: 3,261 shares; 2025Q4: 3,233 shares 3,233 $368K 0.02% -28 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: restricted; 2024Q4: 5,044 shares; 2025Q1: 4,876 shares; 2025Q2: 4,839 shares; 2025Q3: 4,509 shares; 2025Q4: 4,468 shares 4,468 $366K 0.02% -41 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,120 shares; 2025Q1: 4,120 shares; 2025Q2: 4,133 shares; 2025Q3: 4,133 shares; 2025Q4: 4,071 shares 4,071 $366K 0.02% -62 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,797 shares; 2025Q1: 2,797 shares; 2025Q2: 2,797 shares; 2025Q3: 2,797 shares; 2025Q4: 2,852 shares 2,852 $364K 0.02% +55 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: restricted; 2024Q4: 8,000 shares; 2025Q1: 8,000 shares; 2025Q2: 8,000 shares; 2025Q3: 8,000 shares; 2025Q4: 8,000 shares 8,000 $360K 0.02% 0 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,253 shares 4,253 $358K 0.02% new Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,079 shares; 2025Q1: 4,764 shares; 2025Q2: 4,866 shares; 2025Q3: 4,942 shares; 2025Q4: 4,746 shares 4,746 $358K 0.02% -196 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,120 shares; 2025Q1: 1,570 shares; 2025Q2: 1,570 shares; 2025Q3: 1,570 shares; 2025Q4: 1,570 shares 1,570 $358K 0.02% 0 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,499 shares; 2025Q1: 4,499 shares; 2025Q2: 4,499 shares; 2025Q3: 4,499 shares; 2025Q4: 4,499 shares 4,499 $356K 0.02% 0 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,605 shares; 2025Q1: 2,605 shares; 2025Q2: 2,605 shares; 2025Q3: 2,605 shares; 2025Q4: 2,605 shares 2,605 $355K 0.02% 0 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: restricted; 2024Q4: 4,570 shares; 2025Q1: 4,570 shares; 2025Q2: 4,570 shares; 2025Q3: 4,570 shares; 2025Q4: 4,570 shares 4,570 $339K 0.02% 0 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,381 shares; 2025Q1: 3,381 shares; 2025Q2: 3,484 shares; 2025Q3: 3,484 shares; 2025Q4: 3,484 shares 3,484 $335K 0.02% 0 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,800 shares; 2025Q1: 5,800 shares; 2025Q2: 6,100 shares; 2025Q3: 5,800 shares; 2025Q4: 5,800 shares 5,800 $333K 0.02% 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: restricted; 2024Q4: 13,447 shares; 2025Q1: 13,447 shares; 2025Q2: 13,556 shares; 2025Q3: 13,556 shares; 2025Q4: 12,109 shares 12,109 $333K 0.02% -1,447 Timeline MICC MAGNUM ICE CREAM CO NV More: the full row for MAGNUM ICE CREAM CO NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,330 shares 20,330 $322K 0.02% new Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 446 shares; 2025Q1: 446 shares; 2025Q2: 446 shares; 2025Q3: 458 shares; 2025Q4: 485 shares 485 $321K 0.02% +27 Timeline BLDR BUILDERS FIRSTSOURCE INC More: the full row for BUILDERS FIRSTSOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,122 shares 3,122 $321K 0.02% 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: restricted; 2024Q4: 1,118 shares; 2025Q1: 1,118 shares; 2025Q2: 1,618 shares; 2025Q3: 1,618 shares; 2025Q4: 1,618 shares 1,618 $320K 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: restricted; 2024Q4: 3,300 shares; 2025Q1: 3,300 shares; 2025Q2: 3,300 shares; 2025Q3: 3,300 shares; 2025Q4: 3,300 shares 3,300 $318K 0.02% 0 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: restricted; 2024Q4: 1,782 shares; 2025Q1: 1,782 shares; 2025Q2: 1,782 shares; 2025Q3: 1,940 shares; 2025Q4: 2,028 shares 2,028 $314K 0.02% +88 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,464 shares; 2025Q1: 4,005 shares; 2025Q2: 4,257 shares; 2025Q3: 3,259 shares; 2025Q4: 3,260 shares 3,260 $304K 0.02% +1 Timeline MSEX MIDDLESEX WTR CO More: the full row for MIDDLESEX WTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,000 shares; 2025Q1: 6,000 shares; 2025Q2: 6,000 shares; 2025Q3: 6,000 shares; 2025Q4: 6,000 shares 6,000 $303K 0.02% 0 Timeline IPAC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,077 shares; 2025Q1: 4,077 shares; 2025Q2: 4,077 shares; 2025Q3: 4,077 shares; 2025Q4: 4,077 shares 4,077 $298K 0.02% 0 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,925 shares; 2025Q1: 1,800 shares; 2025Q2: 1,800 shares; 2025Q3: 1,800 shares; 2025Q4: 1,800 shares 1,800 $294K 0.02% 0 Timeline JEPQ 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: restricted; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares 5,000 $291K 0.02% 0 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,075 shares; 2025Q1: 4,075 shares; 2025Q2: 4,075 shares; 2025Q3: 4,075 shares; 2025Q4: 4,075 shares 4,075 $289K 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: restricted; 2024Q4: 5,273 shares; 2025Q1: 4,873 shares; 2025Q2: 4,973 shares; 2025Q3: 4,973 shares; 2025Q4: 4,997 shares 4,997 $288K 0.02% +24 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,753 shares; 2025Q3: 1,761 shares; 2025Q4: 1,769 shares 1,769 $288K 0.02% +8 Timeline RNR RENAISSANCERE HLDGS LTD More: the full row for RENAISSANCERE HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares 1,000 $281K 0.02% 0 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,013 shares; 2025Q1: 8,016 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,828 shares 9,828 $278K 0.02% new Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,158 shares; 2025Q1: 2,185 shares; 2025Q2: 2,185 shares; 2025Q3: 2,185 shares; 2025Q4: 2,185 shares 2,185 $277K 0.02% 0 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 29,800 shares; 2025Q1: 12,826 shares; 2025Q2: 15,494 shares; 2025Q3: 8,528 shares; 2025Q4: 8,562 shares 8,562 $275K 0.02% +34 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3,383 shares; 2025Q2: 4,713 shares; 2025Q3: 3,409 shares; 2025Q4: 3,420 shares 3,420 $271K 0.02% +11 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,340 shares; 2025Q1: 3,340 shares; 2025Q2: 3,379 shares; 2025Q3: 3,379 shares; 2025Q4: 3,379 shares 3,379 $271K 0.02% 0 Timeline PLXS PLEXUS CORP More: the full row for PLEXUS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,800 shares; 2025Q1: 1,800 shares; 2025Q2: 1,800 shares; 2025Q3: 1,800 shares; 2025Q4: 1,800 shares 1,800 $265K 0.02% 0 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,671 shares; 2025Q1: 4,973 shares; 2025Q2: 5,308 shares; 2025Q3: 3,274 shares; 2025Q4: 3,296 shares 3,296 $264K 0.02% +22 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,436 shares; 2025Q1: 2,725 shares; 2025Q2: 2,725 shares; 2025Q3: 2,725 shares; 2025Q4: 2,725 shares 2,725 $262K 0.01% 0 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,680 shares; 2025Q1: 1,680 shares; 2025Q2: 1,680 shares; 2025Q3: 1,680 shares; 2025Q4: 1,680 shares 1,680 $254K 0.01% 0 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 329 shares; 2025Q3: 330 shares; 2025Q4: 1,650 shares 1,650 $253K 0.01% +1,320 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: restricted; 2024Q4: 3,232 shares; 2025Q1: 3,232 shares; 2025Q2: 3,832 shares; 2025Q3: 3,232 shares; 2025Q4: 3,232 shares 3,232 $251K 0.01% 0 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,053 shares; 2025Q2: 1,061 shares; 2025Q3: 1,141 shares; 2025Q4: 1,140 shares 1,140 $251K 0.01% -1 Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 34 shares; 2025Q1: 34 shares; 2025Q2: 34 shares; 2025Q3: 34 shares; 2025Q4: 34 shares 34 $248K 0.01% 0 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: restricted; 2024Q4: not reported; 2025Q1: 115 shares; 2025Q2: 115 shares; 2025Q3: 115 shares; 2025Q4: 115 shares 115 $247K 0.01% 0 Timeline KMT KENNAMETAL INC More: the full row for KENNAMETAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,700 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,700 shares 8,700 $247K 0.01% new 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,472 shares; 2025Q3: 2,472 shares; 2025Q4: 2,472 shares 2,472 $247K 0.01% 0 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: restricted; 2024Q4: 8,446 shares; 2025Q1: 2,674 shares; 2025Q2: 2,524 shares; 2025Q3: 2,663 shares; 2025Q4: 5,397 shares 5,397 $241K 0.01% +2,734 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,685 shares; 2025Q3: 1,686 shares; 2025Q4: 1,655 shares 1,655 $233K 0.01% -31 Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,642 shares; 2025Q1: 2,642 shares; 2025Q2: 2,642 shares; 2025Q3: 2,642 shares; 2025Q4: 2,642 shares 2,642 $231K 0.01% 0 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,660 shares; 2025Q4: 4,663 shares 4,663 $229K 0.01% +3 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 256 shares; 2025Q4: 257 shares 257 $226K 0.01% +1 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: restricted; 2024Q4: not reported; 2025Q1: 3,115 shares; 2025Q2: 3,115 shares; 2025Q3: 3,115 shares; 2025Q4: 3,115 shares 3,115 $226K 0.01% 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,795 shares 2,795 $226K 0.01% new 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 270 shares; 2025Q4: 270 shares 270 $221K 0.01% 0 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,450 shares; 2025Q1: 2,850 shares; 2025Q2: 2,850 shares; 2025Q3: 2,850 shares; 2025Q4: 2,850 shares 2,850 $220K 0.01% 0 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 39,546 shares; 2025Q1: not reported; 2025Q2: 13,127 shares; 2025Q3: 13,194 shares; 2025Q4: 13,264 shares 13,264 $219K 0.01% +70 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,752 shares; 2025Q1: 3,678 shares; 2025Q2: 3,678 shares; 2025Q3: 3,678 shares; 2025Q4: 3,262 shares 3,262 $219K 0.01% -416 Timeline TKR TIMKEN CO More: the full row for TIMKEN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,580 shares 2,580 $217K 0.01% new Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,185 shares; 2025Q1: not reported; 2025Q2: 3,400 shares; 2025Q3: 3,400 shares; 2025Q4: 3,400 shares 3,400 $217K 0.01% 0 Timeline AXTA AXALTA COATING SYS LTD More: the full row for AXALTA COATING SYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,565 shares; 2025Q1: 6,565 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,565 shares 6,565 $212K 0.01% new Timeline HRB BLOCK H & R INC More: the full row for BLOCK H & R INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,800 shares; 2025Q1: 4,800 shares; 2025Q2: 4,800 shares; 2025Q3: 4,800 shares; 2025Q4: 4,800 shares 4,800 $209K 0.01% 0 Timeline FHI FEDERATED HERMES INC More: the full row for FEDERATED HERMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares 4,000 $208K 0.01% 0 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,767 shares; 2025Q1: 6,767 shares; 2025Q2: 6,767 shares; 2025Q3: 6,767 shares; 2025Q4: 5,267 shares 5,267 $207K 0.01% -1,500 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,071 shares; 2025Q4: 3,071 shares 3,071 $206K 0.01% 0 Timeline BSV 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: restricted; 2024Q4: 3,300 shares; 2025Q1: 3,300 shares; 2025Q2: 2,609 shares; 2025Q3: 2,609 shares; 2025Q4: 2,609 shares 2,609 $206K 0.01% 0 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,333 shares 2,333 $204K 0.01% new Timeline LEA LEAR CORP More: the full row for LEAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,775 shares 1,775 $203K 0.01% new 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: restricted; 2024Q4: 5,431 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,977 shares 3,977 $202K 0.01% new Timeline