AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,750,633 shares; 2024Q4: 1,774,295 shares; 2025Q1: 1,782,169 shares; 2025Q2: 1,786,389 shares; 2025Q3: 1,777,400 shares; 2025Q4: 1,764,533 shares 1,764,533 $480M 6.77% -12,867 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 770,330 shares; 2024Q4: 781,013 shares; 2025Q1: 833,386 shares; 2025Q2: 929,577 shares; 2025Q3: 923,990 shares; 2025Q4: 925,763 shares 925,763 $448M 6.31% +1,773 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: 1,543,179 shares; 2024Q4: 1,528,202 shares; 2025Q1: 1,433,770 shares; 2025Q2: 1,375,707 shares; 2025Q3: 1,306,739 shares; 2025Q4: 1,228,840 shares 1,228,840 $425M 6% -77,899 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: 1,440,351 shares; 2024Q4: 1,444,300 shares; 2025Q1: 1,453,882 shares; 2025Q2: 1,232,337 shares; 2025Q3: 1,212,629 shares; 2025Q4: 1,179,368 shares 1,179,368 $370M 5.22% -33,261 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: 1,520,533 shares; 2024Q4: 1,555,566 shares; 2025Q1: 1,569,658 shares; 2025Q2: 1,762,382 shares; 2025Q3: 1,753,521 shares; 2025Q4: 1,733,014 shares 1,733,014 $323M 4.56% -20,507 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: 784,662 shares; 2024Q4: 806,801 shares; 2025Q1: 870,060 shares; 2025Q2: 919,028 shares; 2025Q3: 922,932 shares; 2025Q4: 926,368 shares 926,368 $214M 3.02% +3,436 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,146,277 shares; 2025Q1: 1,160,402 shares; 2025Q2: 1,293,129 shares; 2025Q3: 1,292,706 shares; 2025Q4: 1,121,345 shares 1,121,345 $192M 2.71% -171,361 Timeline IBTH 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: 550,580 shares; 2024Q4: 4,930,765 shares; 2025Q1: 5,459,782 shares; 2025Q2: 6,259,236 shares; 2025Q3: 6,799,561 shares; 2025Q4: 7,429,326 shares 7,429,326 $167M 2.35% +629,765 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: 329,755 shares; 2024Q4: 331,346 shares; 2025Q1: 382,010 shares; 2025Q2: 446,638 shares; 2025Q3: 453,814 shares; 2025Q4: 468,495 shares 468,495 $151M 2.13% +14,681 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,486,161 shares; 2024Q4: 4,012,156 shares; 2025Q1: 4,713,829 shares; 2025Q2: 5,054,564 shares; 2025Q3: 5,513,732 shares; 2025Q4: 6,558,915 shares 6,558,915 $150M 2.12% +1,045,183 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: 504,223 shares; 2024Q4: 504,474 shares; 2025Q1: 501,553 shares; 2025Q2: 458,040 shares; 2025Q3: 451,634 shares; 2025Q4: 449,257 shares 449,257 $141M 1.98% -2,377 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: 407,486 shares; 2024Q4: 408,869 shares; 2025Q1: 408,604 shares; 2025Q2: 401,582 shares; 2025Q3: 391,870 shares; 2025Q4: 392,403 shares 392,403 $138M 1.94% +533 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: 245,881 shares; 2024Q4: 246,131 shares; 2025Q1: 247,060 shares; 2025Q2: 240,527 shares; 2025Q3: 238,021 shares; 2025Q4: 237,989 shares 237,989 $136M 1.92% -32 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: 578,416 shares; 2024Q4: 615,703 shares; 2025Q1: 611,755 shares; 2025Q2: 595,509 shares; 2025Q3: 592,430 shares; 2025Q4: 592,853 shares 592,853 $135M 1.91% +423 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: 154,431 shares; 2024Q4: 166,802 shares; 2025Q1: 175,706 shares; 2025Q2: 205,974 shares; 2025Q3: 210,963 shares; 2025Q4: 212,761 shares 212,761 $123M 1.74% +1,798 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: 454,471 shares; 2024Q4: 467,846 shares; 2025Q1: 503,112 shares; 2025Q2: 540,433 shares; 2025Q3: 437,410 shares; 2025Q4: 413,921 shares 413,921 $122M 1.71% -23,489 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 526,832 shares; 2024Q4: 530,360 shares; 2025Q1: 537,392 shares; 2025Q2: 564,405 shares; 2025Q3: 565,255 shares; 2025Q4: 567,340 shares 567,340 $116M 1.64% +2,085 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: 244,090 shares; 2024Q4: 241,721 shares; 2025Q1: 240,429 shares; 2025Q2: 222,946 shares; 2025Q3: 219,501 shares; 2025Q4: 216,893 shares 216,893 $109M 1.54% -2,608 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: 172,112 shares; 2024Q4: 174,656 shares; 2025Q1: 180,830 shares; 2025Q2: 196,588 shares; 2025Q3: 197,714 shares; 2025Q4: 158,927 shares 158,927 $105M 1.48% -38,787 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: 70,720 shares; 2024Q4: 98,899 shares; 2025Q1: 105,966 shares; 2025Q2: 108,228 shares; 2025Q3: 98,631 shares; 2025Q4: 97,195 shares 97,195 $104M 1.47% -1,436 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,547,421 shares; 2024Q4: 2,218,248 shares; 2025Q1: 2,755,765 shares; 2025Q2: 3,196,613 shares; 2025Q3: 3,559,963 shares; 2025Q4: 4,283,152 shares 4,283,152 $104M 1.46% +723,189 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 366,259 shares; 2024Q4: 2,763,710 shares; 2025Q1: 3,203,508 shares; 2025Q2: 3,252,877 shares; 2025Q3: 3,586,205 shares; 2025Q4: 4,238,514 shares 4,238,514 $103M 1.45% +652,309 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: 263,915 shares; 2024Q4: 263,109 shares; 2025Q1: 263,412 shares; 2025Q2: 271,141 shares; 2025Q3: 271,522 shares; 2025Q4: 239,942 shares 239,942 $82.6M 1.16% -31,580 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,121 shares; 2024Q4: 22,934 shares; 2025Q1: 23,129 shares; 2025Q2: 24,114 shares; 2025Q3: 23,871 shares; 2025Q4: 22,733 shares 22,733 $77.1M 1.09% -1,138 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 308,236 shares; 2024Q4: 316,600 shares; 2025Q1: 327,339 shares; 2025Q2: 344,398 shares; 2025Q3: 311,979 shares; 2025Q4: 280,464 shares 280,464 $75.2M 1.06% -31,515 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: 384,073 shares; 2024Q4: 370,617 shares; 2025Q1: 360,195 shares; 2025Q2: 353,668 shares; 2025Q3: 354,632 shares; 2025Q4: 353,304 shares 353,304 $73.1M 1.03% -1,328 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: 504,503 shares; 2024Q4: 498,086 shares; 2025Q1: 496,207 shares; 2025Q2: 483,030 shares; 2025Q3: 481,708 shares; 2025Q4: 474,292 shares 474,292 $72.9M 1.03% -7,416 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: 130,709 shares; 2024Q4: 129,441 shares; 2025Q1: 155,871 shares; 2025Q2: 138,026 shares; 2025Q3: 125,093 shares; 2025Q4: 124,445 shares 124,445 $71.3M 1.01% -648 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 142,512 shares; 2024Q4: 152,040 shares; 2025Q1: 180,758 shares; 2025Q2: 189,101 shares; 2025Q3: 152,006 shares; 2025Q4: 149,416 shares 149,416 $66.4M 0.94% -2,590 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: 119,512 shares; 2024Q4: 120,100 shares; 2025Q1: 121,604 shares; 2025Q2: 125,330 shares; 2025Q3: 123,708 shares; 2025Q4: 124,282 shares 124,282 $64.9M 0.92% +574 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: 205,722 shares; 2024Q4: 204,917 shares; 2025Q1: 200,140 shares; 2025Q2: 196,588 shares; 2025Q3: 201,521 shares; 2025Q4: 198,466 shares 198,466 $60.7M 0.86% -3,055 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,772 shares; 2024Q4: 12,772 shares; 2025Q1: 24,311 shares; 2025Q2: 42,361 shares; 2025Q3: 43,586 shares; 2025Q4: 2,290,213 shares 2,290,213 $58.3M 0.82% +2,246,627 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 438,386 shares; 2024Q4: 607,461 shares; 2025Q1: 614,126 shares; 2025Q2: 705,975 shares; 2025Q3: 593,580 shares; 2025Q4: 569,928 shares 569,928 $58.1M 0.82% -23,652 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: 603,828 shares; 2024Q4: 389,450 shares; 2025Q1: 448,873 shares; 2025Q2: 770,961 shares; 2025Q3: 700,160 shares; 2025Q4: 711,999 shares 711,999 $57.1M 0.81% +11,839 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: 132,098 shares; 2024Q4: 142,515 shares; 2025Q1: 139,900 shares; 2025Q2: 150,257 shares; 2025Q3: 168,704 shares; 2025Q4: 235,370 shares 235,370 $53.9M 0.76% +66,666 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: 199,180 shares; 2024Q4: 206,399 shares; 2025Q1: 218,010 shares; 2025Q2: 149,928 shares; 2025Q3: 148,914 shares; 2025Q4: 154,899 shares 154,899 $50.7M 0.72% +5,985 Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,650 shares; 2024Q4: 12,650 shares; 2025Q1: 12,650 shares; 2025Q2: 11,819 shares; 2025Q3: 121,649 shares; 2025Q4: 2,162,265 shares 2,162,265 $50.6M 0.71% +2,040,616 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: 21,953 shares; 2024Q4: 21,547 shares; 2025Q1: 21,340 shares; 2025Q2: 40,132 shares; 2025Q3: 40,032 shares; 2025Q4: 46,388 shares 46,388 $49.9M 0.7% +6,356 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: 446,417 shares; 2024Q4: 351,946 shares; 2025Q1: 371,995 shares; 2025Q2: 320,946 shares; 2025Q3: 315,988 shares; 2025Q4: 302,970 shares 302,970 $49.3M 0.69% -13,018 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 258,923 shares; 2024Q4: 258,458 shares; 2025Q1: 258,686 shares; 2025Q2: 253,255 shares; 2025Q3: 251,018 shares; 2025Q4: 247,396 shares 247,396 $48.2M 0.68% -3,622 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: 400,007 shares; 2024Q4: 392,560 shares; 2025Q1: 391,436 shares; 2025Q2: 385,412 shares; 2025Q3: 383,690 shares; 2025Q4: 377,118 shares 377,118 $47.2M 0.67% -6,572 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127,396 shares; 2024Q4: 128,243 shares; 2025Q1: 129,656 shares; 2025Q2: 133,506 shares; 2025Q3: 133,021 shares; 2025Q4: 124,963 shares 124,963 $44.1M 0.62% -8,058 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: 132,483 shares; 2024Q4: 133,227 shares; 2025Q1: 131,926 shares; 2025Q2: 129,963 shares; 2025Q3: 128,433 shares; 2025Q4: 127,755 shares 127,755 $43M 0.61% -678 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: 342,571 shares; 2024Q4: 366,837 shares; 2025Q1: 432,066 shares; 2025Q2: 400,720 shares; 2025Q3: 334,326 shares; 2025Q4: 338,992 shares 338,992 $40.8M 0.58% +4,666 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: 109,995 shares; 2024Q4: 110,793 shares; 2025Q1: 116,586 shares; 2025Q2: 52,307 shares; 2025Q3: 263,647 shares; 2025Q4: 204,199 shares 204,199 $39.1M 0.55% -59,448 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: 215,651 shares; 2024Q4: 219,053 shares; 2025Q1: 232,047 shares; 2025Q2: 221,475 shares; 2025Q3: 221,313 shares; 2025Q4: 156,950 shares 156,950 $37.9M 0.53% -64,363 Timeline IBDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 72,713 shares; 2025Q4: 1,652,913 shares 1,652,913 $36.5M 0.51% +1,580,200 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: 187,280 shares; 2024Q4: 188,789 shares; 2025Q1: 187,776 shares; 2025Q2: 186,835 shares; 2025Q3: 185,066 shares; 2025Q4: 184,755 shares 184,755 $33.9M 0.48% -311 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: 60,857 shares; 2024Q4: 60,521 shares; 2025Q1: 60,510 shares; 2025Q2: 50,377 shares; 2025Q3: 50,331 shares; 2025Q4: 49,525 shares 49,525 $33.8M 0.48% -806 Timeline LDRC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,239,704 shares 1,239,704 $31.5M 0.44% new 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: 228,981 shares; 2024Q4: 230,098 shares; 2025Q1: 226,821 shares; 2025Q2: 218,765 shares; 2025Q3: 225,101 shares; 2025Q4: 218,959 shares 218,959 $31.4M 0.44% -6,142 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: 284,545 shares; 2024Q4: 283,215 shares; 2025Q1: 283,682 shares; 2025Q2: 284,051 shares; 2025Q3: 278,674 shares; 2025Q4: 276,636 shares 276,636 $30.8M 0.43% -2,038 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: 62,132 shares; 2024Q4: 62,230 shares; 2025Q1: 62,876 shares; 2025Q2: 61,916 shares; 2025Q3: 60,259 shares; 2025Q4: 60,259 shares 60,259 $30.8M 0.43% 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: 81,314 shares; 2024Q4: 84,496 shares; 2025Q1: 80,754 shares; 2025Q2: 79,826 shares; 2025Q3: 79,243 shares; 2025Q4: 78,866 shares 78,866 $29.2M 0.41% -377 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: 34 shares; 2024Q4: 37 shares; 2025Q1: 38 shares; 2025Q2: 38 shares; 2025Q3: 38 shares; 2025Q4: 38 shares 38 $28.7M 0.4% 0 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: 219,526 shares; 2024Q4: 227,882 shares; 2025Q1: 211,420 shares; 2025Q2: 234,059 shares; 2025Q3: 162,414 shares; 2025Q4: 180,586 shares 180,586 $27.5M 0.39% +18,172 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,109 shares; 2024Q4: 62,862 shares; 2025Q1: 62,144 shares; 2025Q2: 61,850 shares; 2025Q3: 61,552 shares; 2025Q4: 59,884 shares 59,884 $27.2M 0.38% -1,668 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: 75,913 shares; 2024Q4: 75,608 shares; 2025Q1: 75,705 shares; 2025Q2: 77,368 shares; 2025Q3: 86,788 shares; 2025Q4: 86,138 shares 86,138 $25.5M 0.36% -650 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 117,810 shares; 2025Q4: 78,672 shares 78,672 $25.2M 0.35% -39,138 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: 30,623 shares; 2024Q4: 29,492 shares; 2025Q1: 29,491 shares; 2025Q2: 28,527 shares; 2025Q3: 28,536 shares; 2025Q4: 28,267 shares 28,267 $24.8M 0.35% -269 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,391 shares; 2024Q4: 88,109 shares; 2025Q1: 89,291 shares; 2025Q2: 158,757 shares; 2025Q3: 161,986 shares; 2025Q4: 177,572 shares 177,572 $24.7M 0.35% +15,586 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: 15,300 shares; 2024Q4: 14,714 shares; 2025Q1: 14,463 shares; 2025Q2: 13,259 shares; 2025Q3: 13,470 shares; 2025Q4: 119,289 shares 119,289 $23.3M 0.33% +105,819 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: 253,895 shares; 2024Q4: 271,373 shares; 2025Q1: 411,444 shares; 2025Q2: 401,456 shares; 2025Q3: 396,762 shares; 2025Q4: 397,270 shares 397,270 $21.8M 0.31% +508 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,824 shares; 2024Q4: 94,717 shares; 2025Q1: 99,827 shares; 2025Q2: 126,446 shares; 2025Q3: 97,575 shares; 2025Q4: 107,739 shares 107,739 $21M 0.3% +10,164 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: 44,255 shares; 2024Q4: 44,705 shares; 2025Q1: 44,327 shares; 2025Q2: 42,888 shares; 2025Q3: 218,704 shares; 2025Q4: 217,760 shares 217,760 $20.3M 0.29% -944 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 284,900 shares; 2024Q4: 282,197 shares; 2025Q1: 182,270 shares; 2025Q2: 149,644 shares; 2025Q3: 142,195 shares; 2025Q4: 139,288 shares 139,288 $20.1M 0.28% -2,907 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 392,169 shares; 2024Q4: 361,654 shares; 2025Q1: 358,876 shares; 2025Q2: 329,195 shares; 2025Q3: 314,556 shares; 2025Q4: 145,272 shares 145,272 $19.8M 0.28% -169,284 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: 650,806 shares; 2024Q4: 317,120 shares; 2025Q1: 210,944 shares; 2025Q2: 197,371 shares; 2025Q3: 191,190 shares; 2025Q4: 187,478 shares 187,478 $19.7M 0.28% -3,712 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: 26,133 shares; 2024Q4: 26,393 shares; 2025Q1: 25,945 shares; 2025Q2: 29,004 shares; 2025Q3: 67,031 shares; 2025Q4: 82,685 shares 82,685 $18.2M 0.26% +15,654 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: 74,810 shares; 2024Q4: 74,307 shares; 2025Q1: 74,002 shares; 2025Q2: 72,566 shares; 2025Q3: 59,220 shares; 2025Q4: 58,554 shares 58,554 $17.8M 0.25% -666 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,207 shares; 2024Q4: 81,835 shares; 2025Q1: 77,692 shares; 2025Q2: 71,973 shares; 2025Q3: 76,676 shares; 2025Q4: 258,574 shares 258,574 $16.2M 0.23% +181,898 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: 226,358 shares; 2024Q4: 224,175 shares; 2025Q1: 221,828 shares; 2025Q2: 216,614 shares; 2025Q3: 211,616 shares; 2025Q4: 208,169 shares 208,169 $16M 0.23% -3,447 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: 118,412 shares; 2024Q4: 119,011 shares; 2025Q1: 113,750 shares; 2025Q2: 107,734 shares; 2025Q3: 112,496 shares; 2025Q4: 111,596 shares 111,596 $16M 0.23% -900 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: 4,077 shares; 2024Q4: 31,607 shares; 2025Q1: 31,072 shares; 2025Q2: 47,744 shares; 2025Q3: 47,445 shares; 2025Q4: 34,333 shares 34,333 $16M 0.23% -13,112 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 181,313 shares; 2024Q4: 178,444 shares; 2025Q1: 176,632 shares; 2025Q2: 150,047 shares; 2025Q3: 146,142 shares; 2025Q4: 142,877 shares 142,877 $15.8M 0.22% -3,265 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,353 shares; 2024Q4: 22,025 shares; 2025Q1: 21,855 shares; 2025Q2: 21,600 shares; 2025Q3: 22,145 shares; 2025Q4: 21,796 shares 21,796 $14.7M 0.21% -349 Timeline IBTI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,259 shares; 2024Q4: 2,259 shares; 2025Q1: 2,259 shares; 2025Q2: 63,389 shares; 2025Q3: 79,238 shares; 2025Q4: 618,956 shares 618,956 $13.8M 0.2% +539,718 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,179 shares; 2024Q4: 13,179 shares; 2025Q1: 12,539 shares; 2025Q2: 9,127 shares; 2025Q3: 9,127 shares; 2025Q4: 186,220 shares 186,220 $12.9M 0.18% +177,093 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: 83,108 shares; 2024Q4: 83,231 shares; 2025Q1: 82,077 shares; 2025Q2: 74,525 shares; 2025Q3: 71,566 shares; 2025Q4: 70,789 shares 70,789 $12.3M 0.17% -777 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: 348,471 shares; 2024Q4: 345,722 shares; 2025Q1: 340,060 shares; 2025Q2: 335,819 shares; 2025Q3: 324,906 shares; 2025Q4: 324,174 shares 324,174 $11.8M 0.17% -732 Timeline IEI 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: 70,908 shares; 2024Q4: 70,908 shares; 2025Q1: 70,908 shares; 2025Q2: 91,432 shares; 2025Q3: 97,633 shares; 2025Q4: 97,633 shares 97,633 $11.7M 0.16% 0 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 634,130 shares; 2024Q4: 564,651 shares; 2025Q1: 525,884 shares; 2025Q2: 498,761 shares; 2025Q3: 475,557 shares; 2025Q4: 459,931 shares 459,931 $11.5M 0.16% -15,626 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,281 shares 19,281 $11.1M 0.16% new Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,360 shares; 2024Q4: 42,395 shares; 2025Q1: 42,072 shares; 2025Q2: 42,023 shares; 2025Q3: 41,848 shares; 2025Q4: 41,655 shares 41,655 $10.7M 0.15% -193 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 154,861 shares; 2024Q4: 165,836 shares; 2025Q1: 171,497 shares; 2025Q2: 164,777 shares; 2025Q3: 170,007 shares; 2025Q4: 170,281 shares 170,281 $10M 0.14% +274 Timeline IBTJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,915 shares; 2025Q3: 6,915 shares; 2025Q4: 404,684 shares 404,684 $8.88M 0.13% +397,769 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: 52,184 shares; 2024Q4: 52,249 shares; 2025Q1: 51,690 shares; 2025Q2: 48,336 shares; 2025Q3: 47,061 shares; 2025Q4: 44,232 shares 44,232 $8.58M 0.12% -2,829 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: 46,465 shares; 2024Q4: 45,667 shares; 2025Q1: 41,468 shares; 2025Q2: 41,440 shares; 2025Q3: 51,486 shares; 2025Q4: 51,478 shares 51,478 $8.26M 0.12% -8 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: 15,039 shares; 2024Q4: 15,687 shares; 2025Q1: 26,205 shares; 2025Q2: 23,675 shares; 2025Q3: 23,863 shares; 2025Q4: 23,864 shares 23,864 $8M 0.11% +1 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,956 shares; 2024Q4: 3,343 shares; 2025Q1: 3,096 shares; 2025Q2: 3,442 shares; 2025Q3: 24,278 shares; 2025Q4: 23,889 shares 23,889 $7.61M 0.11% -389 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: 22,491 shares; 2024Q4: 24,903 shares; 2025Q1: 25,329 shares; 2025Q2: 25,639 shares; 2025Q3: 24,806 shares; 2025Q4: 24,700 shares 24,700 $7.61M 0.11% -106 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: 10,808 shares; 2024Q4: 10,861 shares; 2025Q1: 10,791 shares; 2025Q2: 10,791 shares; 2025Q3: 10,791 shares; 2025Q4: 10,800 shares 10,800 $7.15M 0.1% +9 Timeline SPIB 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: 110,579 shares; 2024Q4: 110,579 shares; 2025Q1: 110,579 shares; 2025Q2: 141,001 shares; 2025Q3: 184,922 shares; 2025Q4: 207,155 shares 207,155 $7M 0.1% +22,233 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: 93,324 shares; 2024Q4: 95,224 shares; 2025Q1: 96,682 shares; 2025Q2: 96,390 shares; 2025Q3: 95,650 shares; 2025Q4: 94,551 shares 94,551 $6.61M 0.09% -1,099 Timeline LDRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 249,726 shares 249,726 $6.32M 0.09% new Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 433 shares; 2025Q1: 42,341 shares; 2025Q2: 63,890 shares; 2025Q3: 63,890 shares; 2025Q4: 63,890 shares 63,890 $6.14M 0.09% 0 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,033 shares; 2024Q4: 44,445 shares; 2025Q1: 44,978 shares; 2025Q2: 40,478 shares; 2025Q3: 39,678 shares; 2025Q4: 39,545 shares 39,545 $6.1M 0.09% -133 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: 21,792 shares; 2024Q4: 21,570 shares; 2025Q1: 21,418 shares; 2025Q2: 21,068 shares; 2025Q3: 20,568 shares; 2025Q4: 20,568 shares 20,568 $5.97M 0.08% 0 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,615 shares; 2024Q4: 33,711 shares; 2025Q1: 33,911 shares; 2025Q2: 33,811 shares; 2025Q3: 33,813 shares; 2025Q4: 33,701 shares 33,701 $5.92M 0.08% -112 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: 90,286 shares; 2024Q4: 97,869 shares; 2025Q1: 92,714 shares; 2025Q2: 85,551 shares; 2025Q3: 94,492 shares; 2025Q4: 109,413 shares 109,413 $5.9M 0.08% +14,921 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,816 shares; 2024Q4: 20,513 shares; 2025Q1: 20,358 shares; 2025Q2: 19,228 shares; 2025Q3: 19,194 shares; 2025Q4: 18,203 shares 18,203 $5.9M 0.08% -991 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: 24,228 shares; 2024Q4: 24,139 shares; 2025Q1: 23,894 shares; 2025Q2: 24,006 shares; 2025Q3: 24,006 shares; 2025Q4: 23,712 shares 23,712 $5.84M 0.08% -294 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: 21,891 shares; 2024Q4: 24,140 shares; 2025Q1: 24,638 shares; 2025Q2: 24,838 shares; 2025Q3: 35,360 shares; 2025Q4: 35,425 shares 35,425 $5.67M 0.08% +65 Timeline IBTK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 277,103 shares 277,103 $5.5M 0.08% new 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: 7,359 shares; 2024Q4: 7,431 shares; 2025Q1: 6,981 shares; 2025Q2: 7,040 shares; 2025Q3: 7,206 shares; 2025Q4: 7,949 shares 7,949 $5.44M 0.08% +743 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: 37,554 shares; 2024Q4: 37,326 shares; 2025Q1: 36,692 shares; 2025Q2: 38,291 shares; 2025Q3: 42,464 shares; 2025Q4: 42,164 shares 42,164 $5.44M 0.08% -300 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: 46,613 shares; 2024Q4: 48,585 shares; 2025Q1: 46,444 shares; 2025Q2: 34,527 shares; 2025Q3: 34,731 shares; 2025Q4: 43,731 shares 43,731 $5.26M 0.07% +9,000 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,000 shares; 2024Q4: 16,000 shares; 2025Q1: 16,000 shares; 2025Q2: 54,550 shares; 2025Q3: 94,511 shares; 2025Q4: 94,511 shares 94,511 $5.09M 0.07% 0 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: 70,091 shares; 2024Q4: 70,228 shares; 2025Q1: 68,531 shares; 2025Q2: 67,757 shares; 2025Q3: 65,298 shares; 2025Q4: 64,098 shares 64,098 $5.07M 0.07% -1,200 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: 40,000 shares; 2024Q4: 49,576 shares; 2025Q1: 49,576 shares; 2025Q2: 49,889 shares; 2025Q3: 59,199 shares; 2025Q4: 63,024 shares 63,024 $5.02M 0.07% +3,825 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: 37,539 shares; 2024Q4: 36,847 shares; 2025Q1: 36,832 shares; 2025Q2: 37,700 shares; 2025Q3: 37,503 shares; 2025Q4: 37,594 shares 37,594 $4.99M 0.07% +91 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: 61,183 shares; 2024Q4: 62,222 shares; 2025Q1: 62,594 shares; 2025Q2: 63,970 shares; 2025Q3: 62,508 shares; 2025Q4: 61,908 shares 61,908 $4.97M 0.07% -600 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 569,506 shares; 2024Q4: 568,000 shares; 2025Q1: 107,067 shares; 2025Q2: 77,736 shares; 2025Q3: 65,726 shares; 2025Q4: 56,221 shares 56,221 $4.91M 0.07% -9,505 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: 99,617 shares; 2024Q4: 98,687 shares; 2025Q1: 93,738 shares; 2025Q2: 93,392 shares; 2025Q3: 94,546 shares; 2025Q4: 91,146 shares 91,146 $4.91M 0.07% -3,400 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: 19,510 shares; 2024Q4: 20,830 shares; 2025Q1: 20,530 shares; 2025Q2: 20,376 shares; 2025Q3: 19,726 shares; 2025Q4: 19,614 shares 19,614 $4.85M 0.07% -112 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,514 shares; 2024Q4: 5,561 shares; 2025Q1: 55,333 shares; 2025Q2: 35,030 shares; 2025Q3: 32,572 shares; 2025Q4: 51,517 shares 51,517 $4.74M 0.07% +18,945 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: 75,933 shares; 2024Q4: 57,304 shares; 2025Q1: 56,539 shares; 2025Q2: 59,267 shares; 2025Q3: 64,476 shares; 2025Q4: 87,200 shares 87,200 $4.69M 0.07% +22,724 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116,054 shares; 2024Q4: 115,629 shares; 2025Q1: 115,963 shares; 2025Q2: 116,338 shares; 2025Q3: 116,608 shares; 2025Q4: 116,608 shares 116,608 $4.47M 0.06% 0 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: 13,057 shares; 2024Q4: 12,864 shares; 2025Q1: 12,834 shares; 2025Q2: 12,585 shares; 2025Q3: 12,507 shares; 2025Q4: 12,446 shares 12,446 $4.37M 0.06% -61 Timeline BILS 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: 57,263 shares; 2024Q4: 56,869 shares; 2025Q1: 56,469 shares; 2025Q2: 52,069 shares; 2025Q3: 47,837 shares; 2025Q4: 43,983 shares 43,983 $4.36M 0.06% -3,854 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,349 shares; 2024Q4: 89,778 shares; 2025Q1: 88,383 shares; 2025Q2: 86,910 shares; 2025Q3: 84,595 shares; 2025Q4: 82,288 shares 82,288 $4.35M 0.06% -2,307 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: not reported; 2025Q2: 78,190 shares; 2025Q3: 84,229 shares; 2025Q4: 42,908 shares 42,908 $4.31M 0.06% -41,321 Timeline WEX WEX INC More: the full row for WEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 149,341 shares; 2024Q4: 61,829 shares; 2025Q1: 36,552 shares; 2025Q2: 27,877 shares; 2025Q3: 27,877 shares; 2025Q4: 28,692 shares 28,692 $4.27M 0.06% +815 Timeline SPSB 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: 95,983 shares; 2024Q4: 142,601 shares; 2025Q1: 139,033 shares; 2025Q2: 138,644 shares; 2025Q3: 140,867 shares; 2025Q4: 140,415 shares 140,415 $4.24M 0.06% -452 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,667 shares; 2024Q4: 12,667 shares; 2025Q1: 12,667 shares; 2025Q2: 12,542 shares; 2025Q3: 12,542 shares; 2025Q4: 12,324 shares 12,324 $4.23M 0.06% -218 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: 5,672 shares; 2024Q4: 6,087 shares; 2025Q1: 6,427 shares; 2025Q2: 6,382 shares; 2025Q3: 6,201 shares; 2025Q4: 6,310 shares 6,310 $4.12M 0.06% +109 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: 22,961 shares; 2024Q4: 22,260 shares; 2025Q1: 21,518 shares; 2025Q2: 18,654 shares; 2025Q3: 18,033 shares; 2025Q4: 17,819 shares 17,819 $4.12M 0.06% -214 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,676 shares; 2024Q4: 76,676 shares; 2025Q1: 76,676 shares; 2025Q2: 76,676 shares; 2025Q3: 76,676 shares; 2025Q4: 76,676 shares 76,676 $4.05M 0.06% 0 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: 9,986 shares; 2024Q4: 9,820 shares; 2025Q1: 9,581 shares; 2025Q2: 8,526 shares; 2025Q3: 8,376 shares; 2025Q4: 8,274 shares 8,274 $4M 0.06% -102 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,253 shares; 2024Q4: 30,891 shares; 2025Q1: 30,148 shares; 2025Q2: 28,776 shares; 2025Q3: 28,515 shares; 2025Q4: 28,493 shares 28,493 $3.9M 0.06% -22 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: 55,125 shares; 2024Q4: 59,300 shares; 2025Q1: 55,455 shares; 2025Q2: 54,975 shares; 2025Q3: 54,725 shares; 2025Q4: 57,106 shares 57,106 $3.77M 0.05% +2,381 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: 8,897 shares; 2024Q4: 8,582 shares; 2025Q1: 6,706 shares; 2025Q2: 6,550 shares; 2025Q3: 6,515 shares; 2025Q4: 6,564 shares 6,564 $3.72M 0.05% +49 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: 9,199 shares; 2024Q4: 9,272 shares; 2025Q1: 10,083 shares; 2025Q2: 9,303 shares; 2025Q3: 9,263 shares; 2025Q4: 9,263 shares 9,263 $3.61M 0.05% 0 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,081 shares; 2024Q4: 62,329 shares; 2025Q1: 58,698 shares; 2025Q2: 56,304 shares; 2025Q3: 55,648 shares; 2025Q4: 54,668 shares 54,668 $3.48M 0.05% -980 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: 23,534 shares; 2024Q4: 28,628 shares; 2025Q1: 26,712 shares; 2025Q2: 26,709 shares; 2025Q3: 36,657 shares; 2025Q4: 36,653 shares 36,653 $3.43M 0.05% -4 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 1,387 shares; 2025Q1: not reported; 2025Q2: 21,477 shares; 2025Q3: 66,641 shares; 2025Q4: 66,641 shares 66,641 $3.22M 0.05% 0 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,074 shares; 2024Q4: 7,577 shares; 2025Q1: 7,577 shares; 2025Q2: 12,200 shares; 2025Q3: 12,562 shares; 2025Q4: 11,136 shares 11,136 $2.7M 0.04% -1,426 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,501 shares; 2024Q4: 7,812 shares; 2025Q1: 7,635 shares; 2025Q2: 7,561 shares; 2025Q3: 7,655 shares; 2025Q4: 7,555 shares 7,555 $2.7M 0.04% -100 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: 47,574 shares; 2024Q4: 46,122 shares; 2025Q1: 46,122 shares; 2025Q2: 46,128 shares; 2025Q3: 46,428 shares; 2025Q4: 46,294 shares 46,294 $2.67M 0.04% -134 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: 21,371 shares; 2024Q4: 21,137 shares; 2025Q1: 20,887 shares; 2025Q2: 19,832 shares; 2025Q3: 19,832 shares; 2025Q4: 19,571 shares 19,571 $2.67M 0.04% -261 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: 10,315 shares; 2024Q4: 10,497 shares; 2025Q1: 11,039 shares; 2025Q2: 10,462 shares; 2025Q3: 10,612 shares; 2025Q4: 10,300 shares 10,300 $2.65M 0.04% -312 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: 4,134 shares; 2024Q4: 4,132 shares; 2025Q1: 3,743 shares; 2025Q2: 3,393 shares; 2025Q3: 3,507 shares; 2025Q4: 3,225 shares 3,225 $2.65M 0.04% -282 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,384 shares; 2024Q4: 22,535 shares; 2025Q1: 20,798 shares; 2025Q2: 20,558 shares; 2025Q3: 20,408 shares; 2025Q4: 20,462 shares 20,462 $2.64M 0.04% +54 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: 11,641 shares; 2024Q4: 10,681 shares; 2025Q1: 9,757 shares; 2025Q2: 10,076 shares; 2025Q3: 20,150 shares; 2025Q4: 25,091 shares 25,091 $2.53M 0.04% +4,941 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: 3,303 shares; 2024Q4: 3,474 shares; 2025Q1: 3,517 shares; 2025Q2: 3,473 shares; 2025Q3: 3,205 shares; 2025Q4: 2,918 shares 2,918 $2.52M 0.04% -287 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: 8,553 shares; 2024Q4: 8,444 shares; 2025Q1: 9,171 shares; 2025Q2: 7,931 shares; 2025Q3: 8,277 shares; 2025Q4: 7,957 shares 7,957 $2.48M 0.04% -320 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: 4,624 shares; 2024Q4: 5,214 shares; 2025Q1: 5,036 shares; 2025Q2: 5,392 shares; 2025Q3: 5,252 shares; 2025Q4: 5,433 shares 5,433 $2.44M 0.03% +181 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: 15,146 shares; 2024Q4: 15,070 shares; 2025Q1: 14,698 shares; 2025Q2: 8,451 shares; 2025Q3: 8,451 shares; 2025Q4: 8,451 shares 8,451 $2.44M 0.03% 0 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,022 shares; 2024Q4: 35,841 shares; 2025Q1: 29,848 shares; 2025Q2: 25,336 shares; 2025Q3: 30,254 shares; 2025Q4: 27,201 shares 27,201 $2.35M 0.03% -3,053 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,557 shares; 2024Q4: 2,129 shares; 2025Q1: 2,170 shares; 2025Q2: 2,334 shares; 2025Q3: 2,529 shares; 2025Q4: 24,855 shares 24,855 $2.33M 0.03% +22,326 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: 22,702 shares; 2024Q4: 22,394 shares; 2025Q1: 21,624 shares; 2025Q2: 20,695 shares; 2025Q3: 20,093 shares; 2025Q4: 19,717 shares 19,717 $2.24M 0.03% -376 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: 7,966 shares; 2024Q4: 8,071 shares; 2025Q1: 8,063 shares; 2025Q2: 7,983 shares; 2025Q3: 7,986 shares; 2025Q4: 8,997 shares 8,997 $2.21M 0.03% +1,011 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,525 shares; 2024Q4: 31,730 shares; 2025Q1: 27,233 shares; 2025Q2: 27,382 shares; 2025Q3: 26,566 shares; 2025Q4: 26,735 shares 26,735 $2.19M 0.03% +169 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: 18,020 shares; 2024Q4: 17,545 shares; 2025Q1: 18,170 shares; 2025Q2: 18,170 shares; 2025Q3: 17,995 shares; 2025Q4: 17,775 shares 17,775 $2.19M 0.03% -220 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: 5,740 shares; 2024Q4: 11,474 shares; 2025Q1: 11,274 shares; 2025Q2: 11,240 shares; 2025Q3: 11,240 shares; 2025Q4: 11,240 shares 11,240 $2.07M 0.03% 0 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: 4,645 shares; 2024Q4: 4,151 shares; 2025Q1: 3,945 shares; 2025Q2: 3,645 shares; 2025Q3: 4,745 shares; 2025Q4: 5,120 shares 5,120 $2.03M 0.03% +375 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,703 shares; 2024Q4: 10,827 shares; 2025Q1: 10,827 shares; 2025Q2: 10,827 shares; 2025Q3: 10,827 shares; 2025Q4: 10,827 shares 10,827 $1.99M 0.03% 0 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,251 shares; 2024Q4: 11,251 shares; 2025Q1: 11,251 shares; 2025Q2: 11,251 shares; 2025Q3: 11,251 shares; 2025Q4: 11,251 shares 11,251 $1.95M 0.03% 0 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,851 shares; 2024Q4: 3,057 shares; 2025Q1: 3,483 shares; 2025Q2: 3,347 shares; 2025Q3: 3,400 shares; 2025Q4: 3,400 shares 3,400 $1.94M 0.03% 0 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: 3,187 shares; 2024Q4: 3,024 shares; 2025Q1: 3,032 shares; 2025Q2: 3,107 shares; 2025Q3: 3,478 shares; 2025Q4: 3,123 shares 3,123 $1.92M 0.03% -355 Timeline CWST CASELLA WASTE SYS INC More: the full row for CASELLA WASTE SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,000 shares; 2024Q4: 30,000 shares; 2025Q1: 26,000 shares; 2025Q2: 23,200 shares; 2025Q3: 19,455 shares; 2025Q4: 19,455 shares 19,455 $1.91M 0.03% 0 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,013 shares; 2024Q4: 23,163 shares; 2025Q1: 23,840 shares; 2025Q2: 24,467 shares; 2025Q3: 25,065 shares; 2025Q4: 25,285 shares 25,285 $1.86M 0.03% +220 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: 148,252 shares; 2024Q4: 104,348 shares; 2025Q1: 70,607 shares; 2025Q2: 51,838 shares; 2025Q3: 49,293 shares; 2025Q4: 50,155 shares 50,155 $1.85M 0.03% +862 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,756 shares; 2024Q4: 8,227 shares; 2025Q1: 8,846 shares; 2025Q2: 8,846 shares; 2025Q3: 8,839 shares; 2025Q4: 8,839 shares 8,839 $1.84M 0.03% 0 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,163 shares; 2024Q4: 4,062 shares; 2025Q1: 4,112 shares; 2025Q2: 3,262 shares; 2025Q3: 13,262 shares; 2025Q4: 13,060 shares 13,060 $1.8M 0.03% -202 Timeline QDF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,215 shares; 2024Q4: 22,215 shares; 2025Q1: 22,215 shares; 2025Q2: 22,215 shares; 2025Q3: 22,215 shares; 2025Q4: 22,215 shares 22,215 $1.8M 0.03% 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: 2,208 shares; 2024Q4: 2,113 shares; 2025Q1: 2,377 shares; 2025Q2: 1,996 shares; 2025Q3: 2,116 shares; 2025Q4: 2,787 shares 2,787 $1.75M 0.02% +671 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: 21,075 shares; 2024Q4: 19,141 shares; 2025Q1: 19,271 shares; 2025Q2: 17,774 shares; 2025Q3: 17,236 shares; 2025Q4: 17,342 shares 17,342 $1.73M 0.02% +106 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,660 shares; 2024Q4: 4,660 shares; 2025Q1: 4,585 shares; 2025Q2: 4,510 shares; 2025Q3: 4,516 shares; 2025Q4: 4,516 shares 4,516 $1.72M 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: 3,183 shares; 2024Q4: 3,458 shares; 2025Q1: 3,458 shares; 2025Q2: 3,326 shares; 2025Q3: 3,326 shares; 2025Q4: 3,326 shares 3,326 $1.7M 0.02% 0 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: 34,390 shares; 2024Q4: 22,271 shares; 2025Q1: 20,929 shares; 2025Q2: 21,532 shares; 2025Q3: 21,269 shares; 2025Q4: 21,155 shares 21,155 $1.68M 0.02% -114 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 29,615 shares; 2025Q1: 31,103 shares; 2025Q2: 31,103 shares; 2025Q3: 31,603 shares; 2025Q4: 32,803 shares 32,803 $1.66M 0.02% +1,200 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,499 shares; 2024Q4: 21,778 shares; 2025Q1: 18,717 shares; 2025Q2: 17,867 shares; 2025Q3: 17,145 shares; 2025Q4: 21,737 shares 21,737 $1.63M 0.02% +4,592 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,271 shares; 2024Q4: 6,764 shares; 2025Q1: 7,666 shares; 2025Q2: 35,514 shares; 2025Q3: 91,180 shares; 2025Q4: 34,145 shares 34,145 $1.6M 0.02% -57,035 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: 14,700 shares; 2024Q4: 13,345 shares; 2025Q1: 14,522 shares; 2025Q2: 14,887 shares; 2025Q3: 14,725 shares; 2025Q4: 16,614 shares 16,614 $1.6M 0.02% +1,889 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: 6,001 shares; 2024Q4: 6,626 shares; 2025Q1: 6,715 shares; 2025Q2: 6,936 shares; 2025Q3: 6,988 shares; 2025Q4: 6,988 shares 6,988 $1.54M 0.02% 0 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,258 shares; 2025Q1: 1,355 shares; 2025Q2: 1,435 shares; 2025Q3: 1,444 shares; 2025Q4: 1,432 shares 1,432 $1.53M 0.02% -12 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,186 shares; 2024Q4: 52,353 shares; 2025Q1: 48,746 shares; 2025Q2: 8,504 shares; 2025Q3: 5,851 shares; 2025Q4: 4,589 shares 4,589 $1.51M 0.02% -1,262 Timeline PAAA PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 29,359 shares; 2025Q1: 29,359 shares; 2025Q2: 29,359 shares; 2025Q3: 29,359 shares; 2025Q4: 29,359 shares 29,359 $1.5M 0.02% 0 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 133,139 shares; 2024Q4: 125,711 shares; 2025Q1: 113,393 shares; 2025Q2: 7,492 shares; 2025Q3: 7,254 shares; 2025Q4: 6,629 shares 6,629 $1.44M 0.02% -625 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,310 shares; 2024Q4: 7,257 shares; 2025Q1: 8,040 shares; 2025Q2: 8,489 shares; 2025Q3: 8,702 shares; 2025Q4: 8,090 shares 8,090 $1.44M 0.02% -612 Timeline CCNE CNB FINL CORP PA More: the full row for CNB FINL CORP PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,698 shares; 2024Q4: 54,698 shares; 2025Q1: 54,698 shares; 2025Q2: 54,698 shares; 2025Q3: 54,698 shares; 2025Q4: 54,698 shares 54,698 $1.43M 0.02% 0 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,025 shares; 2024Q4: 10,000 shares; 2025Q1: 9,630 shares; 2025Q2: 9,464 shares; 2025Q3: 15,014 shares; 2025Q4: 9,789 shares 9,789 $1.4M 0.02% -5,225 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,183 shares; 2024Q4: 16,989 shares; 2025Q1: 16,586 shares; 2025Q2: 16,551 shares; 2025Q3: 16,551 shares; 2025Q4: 16,573 shares 16,573 $1.39M 0.02% +22 Timeline SXI STANDEX INTL CORP More: the full row for STANDEX INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,344 shares; 2024Q4: 6,344 shares; 2025Q1: 6,344 shares; 2025Q2: 6,344 shares; 2025Q3: 6,344 shares; 2025Q4: 6,344 shares 6,344 $1.38M 0.02% 0 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,123 shares; 2024Q4: 16,502 shares; 2025Q1: 11,732 shares; 2025Q2: 14,945 shares; 2025Q3: 13,818 shares; 2025Q4: 15,402 shares 15,402 $1.38M 0.02% +1,584 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: 4,786 shares; 2024Q4: 4,711 shares; 2025Q1: 4,636 shares; 2025Q2: 4,636 shares; 2025Q3: 4,774 shares; 2025Q4: 4,696 shares 4,696 $1.36M 0.02% -78 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,671 shares; 2024Q4: 5,747 shares; 2025Q1: 5,567 shares; 2025Q2: 5,567 shares; 2025Q3: 5,337 shares; 2025Q4: 5,168 shares 5,168 $1.36M 0.02% -169 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,570 shares; 2024Q4: 2,533 shares; 2025Q1: 2,696 shares; 2025Q2: 2,729 shares; 2025Q3: 2,717 shares; 2025Q4: 2,717 shares 2,717 $1.33M 0.02% 0 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,915 shares; 2024Q4: 5,915 shares; 2025Q1: 7,815 shares; 2025Q2: 8,464 shares; 2025Q3: 7,920 shares; 2025Q4: 9,430 shares 9,430 $1.33M 0.02% +1,510 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,087 shares; 2024Q4: 2,924 shares; 2025Q1: 2,525 shares; 2025Q2: 2,556 shares; 2025Q3: 2,888 shares; 2025Q4: 6,118 shares 6,118 $1.33M 0.02% +3,230 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,112 shares; 2024Q4: 4,638 shares; 2025Q1: 4,793 shares; 2025Q2: 5,930 shares; 2025Q3: 4,849 shares; 2025Q4: 5,005 shares 5,005 $1.33M 0.02% +156 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,543 shares; 2024Q4: 16,543 shares; 2025Q1: 17,390 shares; 2025Q2: 18,033 shares; 2025Q3: 18,033 shares; 2025Q4: 18,104 shares 18,104 $1.27M 0.02% +71 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,449 shares; 2024Q4: 10,413 shares; 2025Q1: 11,398 shares; 2025Q2: 11,576 shares; 2025Q3: 11,997 shares; 2025Q4: 11,807 shares 11,807 $1.25M 0.02% -190 Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,867 shares; 2024Q4: 18,867 shares; 2025Q1: 12,267 shares; 2025Q2: 11,199 shares; 2025Q3: 11,199 shares; 2025Q4: 11,199 shares 11,199 $1.24M 0.02% 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: 16,219 shares; 2024Q4: 16,216 shares; 2025Q1: 16,384 shares; 2025Q2: 12,968 shares; 2025Q3: 12,106 shares; 2025Q4: 11,928 shares 11,928 $1.22M 0.02% -178 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,185 shares; 2024Q4: 7,159 shares; 2025Q1: 8,052 shares; 2025Q2: 9,507 shares; 2025Q3: 10,346 shares; 2025Q4: 10,349 shares 10,349 $1.19M 0.02% +3 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: 38,473 shares; 2024Q4: 38,477 shares; 2025Q1: 40,622 shares; 2025Q2: 36,622 shares; 2025Q3: 37,118 shares; 2025Q4: 37,118 shares 37,118 $1.19M 0.02% 0 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,278 shares; 2024Q4: 13,816 shares; 2025Q1: 12,028 shares; 2025Q2: 11,853 shares; 2025Q3: 12,745 shares; 2025Q4: 12,599 shares 12,599 $1.19M 0.02% -146 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,076 shares; 2024Q4: 43,889 shares; 2025Q1: 43,677 shares; 2025Q2: 87,811 shares; 2025Q3: 79,874 shares; 2025Q4: 17,603 shares 17,603 $1.18M 0.02% -62,271 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: 34,666 shares; 2024Q4: 33,748 shares; 2025Q1: 32,550 shares; 2025Q2: 23,324 shares; 2025Q3: 15,863 shares; 2025Q4: 14,054 shares 14,054 $1.15M 0.02% -1,809 Timeline PII POLARIS INC More: the full row for POLARIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,071 shares; 2024Q4: 53,646 shares; 2025Q1: 32,085 shares; 2025Q2: 19,518 shares; 2025Q3: 18,585 shares; 2025Q4: 18,222 shares 18,222 $1.15M 0.02% -363 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: 3,297 shares; 2024Q4: 2,303 shares; 2025Q1: 2,566 shares; 2025Q2: 2,681 shares; 2025Q3: 2,636 shares; 2025Q4: 2,696 shares 2,696 $1.15M 0.02% +60 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,437 shares; 2024Q4: 9,841 shares; 2025Q1: 9,341 shares; 2025Q2: 9,112 shares; 2025Q3: 19,112 shares; 2025Q4: 19,172 shares 19,172 $1.12M 0.02% +60 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,359 shares; 2024Q4: 1,309 shares; 2025Q1: 1,309 shares; 2025Q2: 1,196 shares; 2025Q3: 11,196 shares; 2025Q4: 11,196 shares 11,196 $1.11M 0.02% 0 Timeline CAC CAMDEN NATL CORP More: the full row for CAMDEN NATL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,158 shares; 2024Q4: 15,355 shares; 2025Q1: 15,355 shares; 2025Q2: 15,355 shares; 2025Q3: 15,355 shares; 2025Q4: 25,455 shares 25,455 $1.1M 0.02% +10,100 Timeline DEHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,522 shares; 2024Q4: 33,522 shares; 2025Q1: 33,892 shares; 2025Q2: 33,892 shares; 2025Q3: 33,892 shares; 2025Q4: 33,892 shares 33,892 $1.09M 0.02% 0 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,010 shares; 2024Q4: 19,160 shares; 2025Q1: 18,180 shares; 2025Q2: 14,670 shares; 2025Q3: 14,757 shares; 2025Q4: 14,757 shares 14,757 $1.09M 0.02% 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: 48,401 shares; 2024Q4: 46,321 shares; 2025Q1: 37,601 shares; 2025Q2: 37,322 shares; 2025Q3: 37,110 shares; 2025Q4: 35,792 shares 35,792 $1.07M 0.02% -1,318 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,326 shares 16,326 $1.07M 0.02% new Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,292 shares; 2024Q4: 9,361 shares; 2025Q1: 8,285 shares; 2025Q2: 7,118 shares; 2025Q3: 7,368 shares; 2025Q4: 7,068 shares 7,068 $1.06M 0.01% -300 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: 3,962 shares; 2024Q4: 4,608 shares; 2025Q1: 4,855 shares; 2025Q2: 5,232 shares; 2025Q3: 4,644 shares; 2025Q4: 3,885 shares 3,885 $1.05M 0.01% -759 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,762 shares; 2024Q4: 9,762 shares; 2025Q1: 9,738 shares; 2025Q2: 8,254 shares; 2025Q3: 7,752 shares; 2025Q4: 7,763 shares 7,763 $1.05M 0.01% +11 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: 25,647 shares; 2024Q4: 26,192 shares; 2025Q1: 24,062 shares; 2025Q2: 23,048 shares; 2025Q3: 22,778 shares; 2025Q4: 22,353 shares 22,353 $1.04M 0.01% -425 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,261 shares; 2024Q4: 12,261 shares; 2025Q1: 12,526 shares; 2025Q2: 12,526 shares; 2025Q3: 12,526 shares; 2025Q4: 12,526 shares 12,526 $1.04M 0.01% 0 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,369 shares; 2024Q4: 59,060 shares; 2025Q1: 6,597 shares; 2025Q2: 4,159 shares; 2025Q3: 3,490 shares; 2025Q4: 2,954 shares 2,954 $1.03M 0.01% -536 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: 19,765 shares; 2024Q4: 22,231 shares; 2025Q1: 23,813 shares; 2025Q2: 24,878 shares; 2025Q3: 26,537 shares; 2025Q4: 25,328 shares 25,328 $1.03M 0.01% -1,209 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,875 shares; 2024Q4: 6,476 shares; 2025Q1: 6,352 shares; 2025Q2: 5,917 shares; 2025Q3: 5,618 shares; 2025Q4: 5,995 shares 5,995 $1.03M 0.01% +377 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: 19,943 shares; 2024Q4: 20,825 shares; 2025Q1: 23,568 shares; 2025Q2: 28,202 shares; 2025Q3: 43,087 shares; 2025Q4: 41,265 shares 41,265 $1.03M 0.01% -1,822 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,392 shares; 2024Q4: 3,760 shares; 2025Q1: 3,760 shares; 2025Q2: 3,392 shares; 2025Q3: 13,774 shares; 2025Q4: 13,786 shares 13,786 $1.01M 0.01% +12 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: 8,751 shares; 2024Q4: 8,223 shares; 2025Q1: 8,581 shares; 2025Q2: 8,773 shares; 2025Q3: 9,896 shares; 2025Q4: 8,675 shares 8,675 $1.01M 0.01% -1,221 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,592 shares; 2024Q4: 2,540 shares; 2025Q1: 2,540 shares; 2025Q2: 2,490 shares; 2025Q3: 2,490 shares; 2025Q4: 2,261 shares 2,261 $1.01M 0.01% -229 Timeline HGER HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 40,000 shares 40,000 $993K 0.01% new Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,752 shares; 2024Q4: 3,767 shares; 2025Q1: 3,767 shares; 2025Q2: 3,750 shares; 2025Q3: 3,785 shares; 2025Q4: 3,593 shares 3,593 $989K 0.01% -192 Timeline SDCI USCF ETF TR More: the full row for USCF ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 44,795 shares 44,795 $987K 0.01% new 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: 2,928 shares; 2024Q4: 2,924 shares; 2025Q1: 2,924 shares; 2025Q2: 2,924 shares; 2025Q3: 2,924 shares; 2025Q4: 2,899 shares 2,899 $979K 0.01% -25 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: 7,348 shares; 2024Q4: 6,859 shares; 2025Q1: 7,918 shares; 2025Q2: 7,892 shares; 2025Q3: 8,723 shares; 2025Q4: 8,191 shares 8,191 $960K 0.01% -532 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,075 shares; 2024Q4: 6,735 shares; 2025Q1: 5,821 shares; 2025Q2: 2,198 shares; 2025Q3: 2,133 shares; 2025Q4: 2,103 shares 2,103 $953K 0.01% -30 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,185 shares; 2024Q4: 8,838 shares; 2025Q1: 9,678 shares; 2025Q2: 9,907 shares; 2025Q3: 11,977 shares; 2025Q4: 10,709 shares 10,709 $934K 0.01% -1,268 Timeline WIT WIPRO LTD More: the full row for WIPRO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 162,688 shares; 2024Q4: 325,376 shares; 2025Q1: 325,376 shares; 2025Q2: 325,376 shares; 2025Q3: 325,376 shares; 2025Q4: 325,376 shares 325,376 $924K 0.01% 0 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,045 shares; 2024Q4: 3,038 shares; 2025Q1: 3,007 shares; 2025Q2: 3,011 shares; 2025Q3: 2,995 shares; 2025Q4: 2,948 shares 2,948 $915K 0.01% -47 Timeline CWAN CLEARWATER ANALYTICS HLDGS I More: the full row for CLEARWATER ANALYTICS HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,100 shares; 2024Q4: 15,100 shares; 2025Q1: 15,100 shares; 2025Q2: 15,100 shares; 2025Q3: 26,600 shares; 2025Q4: 37,500 shares 37,500 $904K 0.01% +10,900 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: 9,467 shares; 2024Q4: 9,349 shares; 2025Q1: 9,203 shares; 2025Q2: 8,821 shares; 2025Q3: 8,821 shares; 2025Q4: 9,079 shares 9,079 $887K 0.01% +258 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,922 shares; 2024Q4: 10,922 shares; 2025Q1: 11,147 shares; 2025Q2: 11,011 shares; 2025Q3: 11,987 shares; 2025Q4: 11,389 shares 11,389 $883K 0.01% -598 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,937 shares; 2024Q4: 4,935 shares; 2025Q1: 4,893 shares; 2025Q2: 4,946 shares; 2025Q3: 4,950 shares; 2025Q4: 4,726 shares 4,726 $877K 0.01% -224 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,457 shares; 2024Q4: 7,450 shares; 2025Q1: 7,450 shares; 2025Q2: 7,450 shares; 2025Q3: 7,450 shares; 2025Q4: 7,417 shares 7,417 $870K 0.01% -33 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,549 shares; 2024Q4: 5,531 shares; 2025Q1: 6,058 shares; 2025Q2: 6,057 shares; 2025Q3: 7,060 shares; 2025Q4: 7,060 shares 7,060 $867K 0.01% 0 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: 2,402 shares; 2024Q4: 2,402 shares; 2025Q1: 2,272 shares; 2025Q2: 2,272 shares; 2025Q3: 2,272 shares; 2025Q4: 2,272 shares 2,272 $848K 0.01% 0 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,233 shares; 2024Q4: 13,282 shares; 2025Q1: 13,232 shares; 2025Q2: 13,232 shares; 2025Q3: 13,232 shares; 2025Q4: 13,232 shares 13,232 $845K 0.01% 0 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,860 shares; 2024Q4: 14,855 shares; 2025Q1: 16,499 shares; 2025Q2: 16,876 shares; 2025Q3: 17,693 shares; 2025Q4: 17,123 shares 17,123 $843K 0.01% -570 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: 4,814 shares; 2024Q4: 4,619 shares; 2025Q1: 6,006 shares; 2025Q2: 4,665 shares; 2025Q3: 4,665 shares; 2025Q4: 3,932 shares 3,932 $842K 0.01% -733 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: 5,024 shares; 2024Q4: 5,554 shares; 2025Q1: 6,592 shares; 2025Q2: 6,926 shares; 2025Q3: 7,226 shares; 2025Q4: 7,477 shares 7,477 $839K 0.01% +251 Timeline NYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,445 shares 15,445 $826K 0.01% new Timeline PHO 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: 11,571 shares; 2024Q4: 11,571 shares; 2025Q1: 11,571 shares; 2025Q2: 11,571 shares; 2025Q3: 12,237 shares; 2025Q4: 11,571 shares 11,571 $815K 0.01% -666 Timeline TFX TELEFLEX INCORPORATED More: the full row for TELEFLEX INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,887 shares; 2024Q4: 6,887 shares; 2025Q1: 7,092 shares; 2025Q2: 7,062 shares; 2025Q3: 6,612 shares; 2025Q4: 6,612 shares 6,612 $807K 0.01% 0 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: 3,321 shares; 2024Q4: 3,372 shares; 2025Q1: 3,311 shares; 2025Q2: 3,459 shares; 2025Q3: 3,511 shares; 2025Q4: 3,511 shares 3,511 $799K 0.01% 0 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,509 shares; 2024Q4: 12,604 shares; 2025Q1: 12,776 shares; 2025Q2: 11,581 shares; 2025Q3: 21,506 shares; 2025Q4: 20,768 shares 20,768 $797K 0.01% -738 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,990 shares; 2024Q4: 31,990 shares; 2025Q1: 28,449 shares; 2025Q2: 11,505 shares; 2025Q3: 10,855 shares; 2025Q4: 10,855 shares 10,855 $756K 0.01% 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: 1,373 shares; 2024Q4: 1,228 shares; 2025Q1: 1,228 shares; 2025Q2: 1,228 shares; 2025Q3: 1,394 shares; 2025Q4: 1,228 shares 1,228 $741K 0.01% -166 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 962 shares; 2024Q4: 901 shares; 2025Q1: 1,050 shares; 2025Q2: 1,040 shares; 2025Q3: 2,162 shares; 2025Q4: 2,708 shares 2,708 $740K 0.01% +546 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 390,533 shares; 2024Q4: 327,261 shares; 2025Q1: 271,762 shares; 2025Q2: 43,351 shares; 2025Q3: 40,727 shares; 2025Q4: 33,146 shares 33,146 $738K 0.01% -7,581 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 100 shares; 2025Q4: 7,550 shares 7,550 $738K 0.01% +7,450 Timeline NOV NOV INC More: the full row for NOV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,000 shares; 2024Q4: 49,000 shares; 2025Q1: 49,000 shares; 2025Q2: 48,000 shares; 2025Q3: 47,000 shares; 2025Q4: 47,000 shares 47,000 $735K 0.01% 0 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: 541 shares; 2024Q4: 530 shares; 2025Q1: 530 shares; 2025Q2: 524 shares; 2025Q3: 524 shares; 2025Q4: 524 shares 524 $731K 0.01% 0 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: 9,722 shares; 2024Q4: 9,717 shares; 2025Q1: 9,006 shares; 2025Q2: 8,276 shares; 2025Q3: 7,274 shares; 2025Q4: 5,790 shares 5,790 $729K 0.01% -1,484 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,690 shares; 2024Q4: 3,687 shares; 2025Q1: 3,432 shares; 2025Q2: 3,432 shares; 2025Q3: 4,063 shares; 2025Q4: 3,963 shares 3,963 $721K 0.01% -100 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: 574 shares; 2024Q4: 1,566 shares; 2025Q1: 1,958 shares; 2025Q2: 2,692 shares; 2025Q3: 2,391 shares; 2025Q4: 2,517 shares 2,517 $718K 0.01% +126 Timeline IBHF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,041 shares; 2025Q4: 30,628 shares 30,628 $707K 0.01% +8,587 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,703 shares; 2024Q4: 1,674 shares; 2025Q1: 1,674 shares; 2025Q2: 1,674 shares; 2025Q3: 1,674 shares; 2025Q4: 1,674 shares 1,674 $703K 0.01% 0 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,186 shares; 2024Q4: 2,186 shares; 2025Q1: 2,186 shares; 2025Q2: 2,186 shares; 2025Q3: 2,199 shares; 2025Q4: 2,199 shares 2,199 $692K 0.01% 0 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: 3,139 shares; 2024Q4: 2,371 shares; 2025Q1: 2,221 shares; 2025Q2: 2,121 shares; 2025Q3: 2,071 shares; 2025Q4: 1,758 shares 1,758 $684K 0.01% -313 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,087 shares; 2024Q4: 4,300 shares; 2025Q1: 6,322 shares; 2025Q2: 6,771 shares; 2025Q3: 7,257 shares; 2025Q4: 7,290 shares 7,290 $674K 0.01% +33 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,816 shares; 2024Q4: 2,737 shares; 2025Q1: 2,707 shares; 2025Q2: 2,707 shares; 2025Q3: 2,678 shares; 2025Q4: 2,650 shares 2,650 $669K 0.01% -28 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,267 shares; 2024Q4: 2,566 shares; 2025Q1: 2,050 shares; 2025Q2: 2,123 shares; 2025Q3: 2,050 shares; 2025Q4: 2,050 shares 2,050 $662K 0.01% 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: 2,162 shares; 2024Q4: 2,096 shares; 2025Q1: 2,289 shares; 2025Q2: 2,289 shares; 2025Q3: 2,289 shares; 2025Q4: 4,578 shares 4,578 $659K 0.01% +2,289 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,783 shares; 2024Q4: 6,777 shares; 2025Q1: 6,875 shares; 2025Q2: 6,875 shares; 2025Q3: 6,694 shares; 2025Q4: 6,892 shares 6,892 $657K 0.01% +198 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: 3,202 shares; 2024Q4: 3,198 shares; 2025Q1: 3,127 shares; 2025Q2: 3,087 shares; 2025Q3: 3,087 shares; 2025Q4: 3,087 shares 3,087 $654K 0.01% 0 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,750 shares; 2024Q4: 3,746 shares; 2025Q1: 3,939 shares; 2025Q2: 3,995 shares; 2025Q3: 3,749 shares; 2025Q4: 3,962 shares 3,962 $645K 0.01% +213 Timeline HOLX HOLOGIC INC More: the full row for HOLOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,212 shares; 2024Q4: 10,210 shares; 2025Q1: 10,210 shares; 2025Q2: 10,210 shares; 2025Q3: 10,482 shares; 2025Q4: 8,353 shares 8,353 $622K 0.01% -2,129 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: 5,365 shares; 2024Q4: 5,905 shares; 2025Q1: 5,247 shares; 2025Q2: 4,709 shares; 2025Q3: 4,447 shares; 2025Q4: 6,447 shares 6,447 $619K 0.01% +2,000 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,225 shares; 2024Q4: 9,823 shares; 2025Q1: 11,200 shares; 2025Q2: 9,650 shares; 2025Q3: 10,650 shares; 2025Q4: 6,450 shares 6,450 $619K 0.01% -4,200 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,321 shares; 2025Q1: 4,274 shares; 2025Q2: 4,274 shares; 2025Q3: 4,274 shares; 2025Q4: 4,577 shares 4,577 $600K 0.01% +303 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,683 shares; 2024Q4: 1,683 shares; 2025Q1: 1,683 shares; 2025Q2: 1,550 shares; 2025Q3: 1,550 shares; 2025Q4: 1,550 shares 1,550 $600K 0.01% 0 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,337 shares; 2024Q4: 7,154 shares; 2025Q1: 9,117 shares; 2025Q2: 10,344 shares; 2025Q3: 11,815 shares; 2025Q4: 12,222 shares 12,222 $585K 0.01% +407 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,411 shares; 2024Q4: 1,457 shares; 2025Q1: 1,293 shares; 2025Q2: 868 shares; 2025Q3: 843 shares; 2025Q4: 943 shares 943 $577K 0.01% +100 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,230 shares; 2024Q4: 4,030 shares; 2025Q1: 4,030 shares; 2025Q2: 4,030 shares; 2025Q3: 4,030 shares; 2025Q4: 4,030 shares 4,030 $570K 0.01% 0 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,233 shares; 2024Q4: 6,921 shares; 2025Q1: 7,121 shares; 2025Q2: 6,721 shares; 2025Q3: 6,721 shares; 2025Q4: 6,621 shares 6,621 $564K 0.01% -100 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,134 shares; 2024Q4: 2,869 shares; 2025Q1: 2,833 shares; 2025Q2: 2,833 shares; 2025Q3: 2,771 shares; 2025Q4: 2,612 shares 2,612 $561K 0.01% -159 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,048 shares; 2024Q4: 3,048 shares; 2025Q1: 2,958 shares; 2025Q2: 2,958 shares; 2025Q3: 2,958 shares; 2025Q4: 2,958 shares 2,958 $556K 0.01% 0 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,890 shares; 2024Q4: 2,340 shares; 2025Q1: 2,340 shares; 2025Q2: 2,340 shares; 2025Q3: 2,214 shares; 2025Q4: 2,214 shares 2,214 $555K 0.01% 0 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: 2,004 shares; 2024Q4: 2,004 shares; 2025Q1: 2,004 shares; 2025Q2: 2,004 shares; 2025Q3: 2,004 shares; 2025Q4: 2,004 shares 2,004 $553K 0.01% 0 Timeline AZTA AZENTA INC More: the full row for AZENTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,867 shares; 2024Q4: 19,867 shares; 2025Q1: 18,917 shares; 2025Q2: 17,357 shares; 2025Q3: 17,357 shares; 2025Q4: 16,511 shares 16,511 $549K 0.01% -846 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: 8,856 shares; 2024Q4: 8,854 shares; 2025Q1: 9,504 shares; 2025Q2: 7,940 shares; 2025Q3: 7,948 shares; 2025Q4: 6,926 shares 6,926 $549K 0.01% -1,022 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: 3,060 shares; 2024Q4: 3,029 shares; 2025Q1: 3,029 shares; 2025Q2: 3,029 shares; 2025Q3: 3,029 shares; 2025Q4: 3,341 shares 3,341 $545K 0.01% +312 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,921 shares; 2024Q4: 4,200 shares; 2025Q1: 4,200 shares; 2025Q2: 4,200 shares; 2025Q3: 4,211 shares; 2025Q4: 4,200 shares 4,200 $541K 0.01% -11 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: 3,513 shares; 2024Q4: 3,558 shares; 2025Q1: 6,048 shares; 2025Q2: 6,121 shares; 2025Q3: 5,349 shares; 2025Q4: 5,329 shares 5,329 $529K 0.01% -20 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,936 shares; 2024Q4: 5,951 shares; 2025Q1: 5,951 shares; 2025Q2: 5,687 shares; 2025Q3: 5,687 shares; 2025Q4: 5,336 shares 5,336 $527K 0.01% -351 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: 704 shares; 2024Q4: 683 shares; 2025Q1: 783 shares; 2025Q2: 683 shares; 2025Q3: 623 shares; 2025Q4: 3,408 shares 3,408 $522K 0.01% +2,785 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: 2,598 shares; 2024Q4: 1,950 shares; 2025Q1: 2,796 shares; 2025Q2: 3,072 shares; 2025Q3: 2,552 shares; 2025Q4: 2,498 shares 2,498 $521K 0.01% -54 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,180 shares; 2025Q4: 9,180 shares 9,180 $520K 0.01% 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: 589 shares; 2024Q4: 597 shares; 2025Q1: 2,557 shares; 2025Q2: 3,531 shares; 2025Q3: 4,044 shares; 2025Q4: 4,044 shares 4,044 $516K 0.01% 0 Timeline JEPI 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: 1,589 shares; 2024Q4: 1,589 shares; 2025Q1: 589 shares; 2025Q2: 5,425 shares; 2025Q3: 5,425 shares; 2025Q4: 8,950 shares 8,950 $512K 0.01% +3,525 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: 11,420 shares; 2024Q4: 11,420 shares; 2025Q1: 11,417 shares; 2025Q2: 10,932 shares; 2025Q3: 11,692 shares; 2025Q4: 9,339 shares 9,339 $511K 0.01% -2,353 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,500 shares; 2024Q4: 7,500 shares; 2025Q1: 7,500 shares; 2025Q2: 7,500 shares; 2025Q3: 7,500 shares; 2025Q4: 7,500 shares 7,500 $503K 0.01% 0 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,932 shares; 2024Q4: 5,930 shares; 2025Q1: 5,930 shares; 2025Q2: 5,806 shares; 2025Q3: 5,806 shares; 2025Q4: 5,806 shares 5,806 $497K 0.01% 0 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,114 shares; 2024Q4: 16,014 shares; 2025Q1: 17,096 shares; 2025Q2: 15,793 shares; 2025Q3: 15,817 shares; 2025Q4: 14,000 shares 14,000 $486K 0.01% -1,817 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116 shares; 2024Q4: 116 shares; 2025Q1: 116 shares; 2025Q2: 4,916 shares; 2025Q3: 8,116 shares; 2025Q4: 7,522 shares 7,522 $485K 0.01% -594 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,286 shares; 2024Q4: 4,376 shares; 2025Q1: 4,022 shares; 2025Q2: 3,919 shares; 2025Q3: 3,921 shares; 2025Q4: 3,928 shares 3,928 $470K 0.01% +7 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18 shares; 2024Q4: 5,217 shares; 2025Q1: 3,517 shares; 2025Q2: 2,308 shares; 2025Q3: 2,308 shares; 2025Q4: 2,308 shares 2,308 $468K 0.01% 0 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,124 shares; 2024Q4: 3,124 shares; 2025Q1: 4,312 shares; 2025Q2: 4,312 shares; 2025Q3: 4,312 shares; 2025Q4: 4,312 shares 4,312 $462K 0.01% 0 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,828 shares; 2024Q4: 8,483 shares; 2025Q1: 8,255 shares; 2025Q2: 8,505 shares; 2025Q3: 8,130 shares; 2025Q4: 8,429 shares 8,429 $461K 0.01% +299 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 743 shares; 2024Q4: 1,647 shares; 2025Q1: 1,477 shares; 2025Q2: 1,413 shares; 2025Q3: 1,590 shares; 2025Q4: 1,581 shares 1,581 $457K 0.01% -9 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: 1,527 shares; 2024Q4: 1,707 shares; 2025Q1: 1,781 shares; 2025Q2: 1,781 shares; 2025Q3: 1,809 shares; 2025Q4: 1,765 shares 1,765 $455K 0.01% -44 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: 4,803 shares; 2024Q4: 4,563 shares; 2025Q1: 4,188 shares; 2025Q2: 4,063 shares; 2025Q3: 4,426 shares; 2025Q4: 5,162 shares 5,162 $452K 0.01% +736 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,250 shares; 2024Q4: 7,769 shares; 2025Q1: 5,250 shares; 2025Q2: 5,250 shares; 2025Q3: 5,250 shares; 2025Q4: 5,250 shares 5,250 $448K 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: 13,442 shares; 2024Q4: 13,442 shares; 2025Q1: 13,442 shares; 2025Q2: 16,637 shares; 2025Q3: 21,768 shares; 2025Q4: 26,863 shares 26,863 $443K 0.01% +5,095 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: 5,931 shares; 2024Q4: 7,243 shares; 2025Q1: 7,471 shares; 2025Q2: 6,742 shares; 2025Q3: 5,226 shares; 2025Q4: 5,217 shares 5,217 $439K 0.01% -9 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,721 shares; 2024Q4: 1,716 shares; 2025Q1: 1,901 shares; 2025Q2: 2,022 shares; 2025Q3: 2,022 shares; 2025Q4: 2,022 shares 2,022 $439K 0.01% 0 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: 2,112 shares; 2024Q4: 2,112 shares; 2025Q1: 2,112 shares; 2025Q2: 2,112 shares; 2025Q3: 2,112 shares; 2025Q4: 2,112 shares 2,112 $437K 0.01% 0 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,174 shares; 2024Q4: 2,182 shares; 2025Q1: 7,078 shares; 2025Q2: 9,811 shares; 2025Q3: 8,253 shares; 2025Q4: 8,053 shares 8,053 $430K 0.01% -200 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: 1,993 shares; 2024Q4: 1,988 shares; 2025Q1: 2,564 shares; 2025Q2: 2,581 shares; 2025Q3: 2,644 shares; 2025Q4: 2,672 shares 2,672 $425K 0.01% +28 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: 13,100 shares; 2024Q4: 14,819 shares; 2025Q1: 12,985 shares; 2025Q2: 6,313 shares; 2025Q3: 6,041 shares; 2025Q4: 5,736 shares 5,736 $425K 0.01% -305 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: 6,673 shares; 2024Q4: 6,623 shares; 2025Q1: 6,835 shares; 2025Q2: 6,061 shares; 2025Q3: 5,661 shares; 2025Q4: 4,669 shares 4,669 $420K 0.01% -992 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,070 shares; 2024Q4: 3,068 shares; 2025Q1: 3,027 shares; 2025Q2: 3,027 shares; 2025Q3: 3,027 shares; 2025Q4: 3,027 shares 3,027 $417K 0.01% 0 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,600 shares; 2025Q3: 17,600 shares; 2025Q4: 17,600 shares 17,600 $416K 0.01% 0 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 824 shares; 2024Q4: 2,761 shares; 2025Q1: 934 shares; 2025Q2: 934 shares; 2025Q3: 939 shares; 2025Q4: 848 shares 848 $414K 0.01% -91 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 655 shares; 2024Q4: 655 shares; 2025Q1: 764 shares; 2025Q2: 685 shares; 2025Q3: 750 shares; 2025Q4: 882 shares 882 $413K 0.01% +132 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,791 shares; 2024Q4: 1,791 shares; 2025Q1: 3,421 shares; 2025Q2: 4,269 shares; 2025Q3: 5,225 shares; 2025Q4: 5,225 shares 5,225 $412K 0.01% 0 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,712 shares; 2024Q4: 6,707 shares; 2025Q1: 7,406 shares; 2025Q2: 7,716 shares; 2025Q3: 7,390 shares; 2025Q4: 6,707 shares 6,707 $403K 0.01% -683 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,654 shares; 2024Q4: 1,654 shares; 2025Q1: 1,654 shares; 2025Q2: 1,654 shares; 2025Q3: 12,154 shares; 2025Q4: 12,154 shares 12,154 $401K 0.01% 0 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,200 shares; 2024Q4: 3,161 shares; 2025Q1: 3,097 shares; 2025Q2: 3,050 shares; 2025Q3: 3,050 shares; 2025Q4: 3,262 shares 3,262 $401K 0.01% +212 Timeline FYX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,540 shares; 2024Q4: 3,540 shares; 2025Q1: 3,540 shares; 2025Q2: 3,540 shares; 2025Q3: 3,540 shares; 2025Q4: 3,540 shares 3,540 $401K 0.01% 0 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45 shares; 2024Q4: 2,700 shares; 2025Q1: 4,300 shares; 2025Q2: 4,200 shares; 2025Q3: 4,200 shares; 2025Q4: 4,000 shares 4,000 $399K 0.01% -200 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 200 shares; 2025Q1: 1,650 shares; 2025Q2: 2,150 shares; 2025Q3: 2,950 shares; 2025Q4: 2,445 shares 2,445 $396K 0.01% -505 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: 1,249 shares; 2024Q4: 819 shares; 2025Q1: 1,069 shares; 2025Q2: 3,136 shares; 2025Q3: 3,221 shares; 2025Q4: 3,121 shares 3,121 $393K 0.01% -100 Timeline FNLC FIRST BANCORP INC ME More: the full row for FIRST BANCORP INC ME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,243 shares; 2024Q4: 18,243 shares; 2025Q1: 16,242 shares; 2025Q2: 15,514 shares; 2025Q3: 15,109 shares; 2025Q4: 14,809 shares 14,809 $392K 0.01% -300 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,764 shares; 2024Q4: 2,783 shares; 2025Q1: 2,764 shares; 2025Q2: 2,764 shares; 2025Q3: 2,764 shares; 2025Q4: 2,964 shares 2,964 $387K 0.01% +200 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,600 shares; 2024Q4: 3,600 shares; 2025Q1: 3,600 shares; 2025Q2: 3,600 shares; 2025Q3: 3,600 shares; 2025Q4: 3,600 shares 3,600 $379K 0.01% 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: 1,066 shares; 2024Q4: 1,051 shares; 2025Q1: 1,017 shares; 2025Q2: 1,012 shares; 2025Q3: 1,012 shares; 2025Q4: 973 shares 973 $373K 0.01% -39 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,215 shares; 2024Q4: 1,304 shares; 2025Q1: 1,347 shares; 2025Q2: 1,364 shares; 2025Q3: 1,664 shares; 2025Q4: 4,538 shares 4,538 $371K 0.01% +2,874 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: 73 shares; 2024Q4: 73 shares; 2025Q1: 73 shares; 2025Q2: 73 shares; 2025Q3: 73 shares; 2025Q4: 68 shares 68 $364K 0.01% -5 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: 645 shares; 2024Q4: 645 shares; 2025Q1: 707 shares; 2025Q2: 859 shares; 2025Q3: 707 shares; 2025Q4: 768 shares 768 $363K 0.01% +61 Timeline SPTS 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: 10,190 shares; 2024Q4: 12,549 shares; 2025Q1: 13,311 shares; 2025Q2: 9,766 shares; 2025Q3: 14,355 shares; 2025Q4: 12,381 shares 12,381 $363K 0.01% -1,974 Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,990 shares; 2024Q4: 8,715 shares; 2025Q1: 7,866 shares; 2025Q2: 7,536 shares; 2025Q3: 7,593 shares; 2025Q4: 6,546 shares 6,546 $361K 0.01% -1,047 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,200 shares; 2024Q4: 5,200 shares; 2025Q1: 5,200 shares; 2025Q2: 5,200 shares; 2025Q3: 5,200 shares; 2025Q4: 7,849 shares 7,849 $360K 0.01% +2,649 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: 3,420 shares; 2024Q4: 3,420 shares; 2025Q1: 3,420 shares; 2025Q2: 3,230 shares; 2025Q3: 3,230 shares; 2025Q4: 3,460 shares 3,460 $360K 0.01% +230 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,755 shares; 2024Q4: 3,525 shares; 2025Q1: 3,461 shares; 2025Q2: 2,297 shares; 2025Q3: 4,823 shares; 2025Q4: 4,526 shares 4,526 $359K 0.01% -297 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: 8,052 shares; 2024Q4: 8,206 shares; 2025Q1: 8,712 shares; 2025Q2: 8,206 shares; 2025Q3: 5,594 shares; 2025Q4: 5,341 shares 5,341 $358K 0.01% -253 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: 4,952 shares; 2024Q4: 4,352 shares; 2025Q1: 3,932 shares; 2025Q2: 4,114 shares; 2025Q3: 3,714 shares; 2025Q4: 3,714 shares 3,714 $358K 0.01% 0 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 440 shares; 2024Q4: 440 shares; 2025Q1: 540 shares; 2025Q2: 540 shares; 2025Q3: 740 shares; 2025Q4: 740 shares 740 $356K 0.01% 0 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,194 shares; 2024Q4: 6,685 shares; 2025Q1: 5,685 shares; 2025Q2: 4,485 shares; 2025Q3: 5,685 shares; 2025Q4: 5,685 shares 5,685 $355K 0.01% 0 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,553 shares; 2024Q4: 2,658 shares; 2025Q1: 2,658 shares; 2025Q2: 1,233 shares; 2025Q3: 1,233 shares; 2025Q4: 1,233 shares 1,233 $355K 0.01% 0 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,595 shares; 2024Q4: 5,595 shares; 2025Q1: 6,269 shares; 2025Q2: 7,013 shares; 2025Q3: 7,248 shares; 2025Q4: 7,248 shares 7,248 $351K <0.01% 0 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 645 shares; 2024Q4: 645 shares; 2025Q1: 645 shares; 2025Q2: 645 shares; 2025Q3: 643 shares; 2025Q4: 636 shares 636 $351K <0.01% -7 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,254 shares; 2024Q4: 1,250 shares; 2025Q1: 1,250 shares; 2025Q2: 1,200 shares; 2025Q3: 1,210 shares; 2025Q4: 1,210 shares 1,210 $345K <0.01% 0 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,764 shares; 2024Q4: 7,764 shares; 2025Q1: 7,764 shares; 2025Q2: 7,764 shares; 2025Q3: 7,764 shares; 2025Q4: 7,764 shares 7,764 $345K <0.01% 0 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 297 shares; 2024Q4: 280 shares; 2025Q1: 340 shares; 2025Q2: 335 shares; 2025Q3: 393 shares; 2025Q4: 389 shares 389 $342K <0.01% -4 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 252 shares; 2024Q4: 1,293 shares; 2025Q1: 1,482 shares; 2025Q2: 1,282 shares; 2025Q3: 1,282 shares; 2025Q4: 1,682 shares 1,682 $342K <0.01% +400 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,875 shares; 2024Q4: 9,875 shares; 2025Q1: 9,875 shares; 2025Q2: 9,773 shares; 2025Q3: 8,980 shares; 2025Q4: 8,980 shares 8,980 $341K <0.01% 0 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,141 shares; 2024Q4: 13,060 shares; 2025Q1: 12,766 shares; 2025Q2: 11,740 shares; 2025Q3: 9,146 shares; 2025Q4: 8,456 shares 8,456 $340K <0.01% -690 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: 3,297 shares; 2024Q4: 5,713 shares; 2025Q1: 3,118 shares; 2025Q2: 3,248 shares; 2025Q3: 3,830 shares; 2025Q4: 5,019 shares 5,019 $337K <0.01% +1,189 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,361 shares; 2024Q4: 6,361 shares; 2025Q1: 6,361 shares; 2025Q2: 6,361 shares; 2025Q3: 16,611 shares; 2025Q4: 16,611 shares 16,611 $336K <0.01% 0 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,504 shares; 2024Q4: 2,200 shares; 2025Q1: 2,200 shares; 2025Q2: 1,640 shares; 2025Q3: 1,640 shares; 2025Q4: 1,640 shares 1,640 $327K <0.01% 0 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: 615 shares; 2024Q4: 611 shares; 2025Q1: 935 shares; 2025Q2: 1,116 shares; 2025Q3: 1,216 shares; 2025Q4: 1,253 shares 1,253 $324K <0.01% +37 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,374 shares; 2024Q4: 6,993 shares; 2025Q1: 4,280 shares; 2025Q2: 3,425 shares; 2025Q3: 3,492 shares; 2025Q4: 3,170 shares 3,170 $316K <0.01% -322 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: 2,261 shares; 2024Q4: 2,261 shares; 2025Q1: 2,261 shares; 2025Q2: 2,261 shares; 2025Q3: 2,261 shares; 2025Q4: 2,261 shares 2,261 $315K <0.01% 0 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,461 shares; 2024Q4: 4,289 shares; 2025Q1: 4,289 shares; 2025Q2: 4,289 shares; 2025Q3: 4,289 shares; 2025Q4: 3,545 shares 3,545 $314K <0.01% -744 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,687 shares; 2024Q4: 2,666 shares; 2025Q1: 2,400 shares; 2025Q2: 2,400 shares; 2025Q3: 2,120 shares; 2025Q4: 1,720 shares 1,720 $310K <0.01% -400 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,587 shares; 2024Q4: 6,587 shares; 2025Q1: 6,587 shares; 2025Q2: 6,587 shares; 2025Q3: 6,587 shares; 2025Q4: 6,587 shares 6,587 $299K <0.01% 0 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,278 shares; 2024Q4: 2,278 shares; 2025Q1: 2,278 shares; 2025Q2: 703 shares; 2025Q3: 739 shares; 2025Q4: 386 shares 386 $291K <0.01% -353 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35 shares; 2024Q4: 1,363 shares; 2025Q1: 1,388 shares; 2025Q2: 1,363 shares; 2025Q3: 1,363 shares; 2025Q4: 1,363 shares 1,363 $291K <0.01% 0 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 646 shares; 2024Q4: 646 shares; 2025Q1: 646 shares; 2025Q2: 646 shares; 2025Q3: 646 shares; 2025Q4: 703 shares 703 $290K <0.01% +57 Timeline DJCO DAILY JOURNAL CORP More: the full row for DAILY JOURNAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,075 shares; 2025Q4: 595 shares 595 $290K <0.01% -480 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: 2,605 shares; 2024Q4: 2,513 shares; 2025Q1: 2,583 shares; 2025Q2: 2,583 shares; 2025Q3: 2,470 shares; 2025Q4: 2,470 shares 2,470 $288K <0.01% 0 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,329 shares; 2024Q4: 1,329 shares; 2025Q1: 1,329 shares; 2025Q2: 1,569 shares; 2025Q3: 1,329 shares; 2025Q4: 1,366 shares 1,366 $287K <0.01% +37 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: 1,391 shares; 2024Q4: 1,389 shares; 2025Q1: 1,389 shares; 2025Q2: 1,389 shares; 2025Q3: 1,389 shares; 2025Q4: 1,389 shares 1,389 $285K <0.01% 0 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,473 shares; 2024Q4: 4,473 shares; 2025Q1: 4,473 shares; 2025Q2: 3,965 shares; 2025Q3: 3,457 shares; 2025Q4: 3,457 shares 3,457 $283K <0.01% 0 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,477 shares; 2024Q4: 3,477 shares; 2025Q1: 3,635 shares; 2025Q2: 3,635 shares; 2025Q3: 3,755 shares; 2025Q4: 3,505 shares 3,505 $281K <0.01% -250 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 307 shares; 2024Q4: 307 shares; 2025Q1: 550 shares; 2025Q2: 766 shares; 2025Q3: 812 shares; 2025Q4: 812 shares 812 $280K <0.01% 0 Timeline MOS MOSAIC CO More: the full row for MOSAIC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,200 shares; 2024Q4: 11,400 shares; 2025Q1: 11,200 shares; 2025Q2: 11,200 shares; 2025Q3: 11,200 shares; 2025Q4: 11,200 shares 11,200 $270K <0.01% 0 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,764 shares; 2024Q4: 1,608 shares; 2025Q1: 1,608 shares; 2025Q2: 1,608 shares; 2025Q3: 2,108 shares; 2025Q4: 3,660 shares 3,660 $269K <0.01% +1,552 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: 1,225 shares; 2024Q4: 1,853 shares; 2025Q1: 1,778 shares; 2025Q2: 1,778 shares; 2025Q3: 1,778 shares; 2025Q4: 1,778 shares 1,778 $269K <0.01% 0 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,655 shares; 2024Q4: 2,856 shares; 2025Q1: 2,991 shares; 2025Q2: 3,067 shares; 2025Q3: 3,082 shares; 2025Q4: 3,082 shares 3,082 $268K <0.01% 0 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,920 shares; 2024Q4: 3,920 shares; 2025Q1: 3,920 shares; 2025Q2: 3,920 shares; 2025Q3: 3,920 shares; 2025Q4: 3,920 shares 3,920 $263K <0.01% 0 Timeline SXT SENSIENT TECHNOLOGIES CORP More: the full row for SENSIENT TECHNOLOGIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,800 shares; 2024Q4: 2,800 shares; 2025Q1: 2,800 shares; 2025Q2: 2,800 shares; 2025Q3: 2,800 shares; 2025Q4: 2,800 shares 2,800 $263K <0.01% 0 Timeline IRMD IRADIMED CORP More: the full row for IRADIMED CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,585 shares; 2024Q4: 2,603 shares; 2025Q1: 2,620 shares; 2025Q2: 2,636 shares; 2025Q3: 2,670 shares; 2025Q4: 2,693 shares 2,693 $262K <0.01% +23 Timeline AGCO AGCO CORP More: the full row for AGCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,700 shares; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares; 2025Q2: 2,500 shares; 2025Q3: 2,500 shares; 2025Q4: 2,500 shares 2,500 $261K <0.01% 0 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,785 shares; 2024Q4: 2,041 shares; 2025Q1: 2,891 shares; 2025Q2: 3,369 shares; 2025Q3: 3,515 shares; 2025Q4: 3,515 shares 3,515 $260K <0.01% 0 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,289 shares; 2024Q4: 1,288 shares; 2025Q1: 1,116 shares; 2025Q2: 1,116 shares; 2025Q3: 966 shares; 2025Q4: 891 shares 891 $259K <0.01% -75 Timeline FEX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,180 shares; 2024Q4: 2,137 shares; 2025Q1: 2,137 shares; 2025Q2: 2,137 shares; 2025Q3: 2,137 shares; 2025Q4: 2,137 shares 2,137 $253K <0.01% 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: 1,191 shares; 2024Q4: 1,191 shares; 2025Q1: 1,191 shares; 2025Q2: 1,191 shares; 2025Q3: 1,191 shares; 2025Q4: 1,191 shares 1,191 $253K <0.01% 0 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 387 shares; 2024Q4: 382 shares; 2025Q1: 382 shares; 2025Q2: 381 shares; 2025Q3: 285 shares; 2025Q4: 250 shares 250 $252K <0.01% -35 Timeline VCTR VICTORY CAP HLDGS INC DEL More: the full row for VICTORY CAP HLDGS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,985 shares; 2024Q4: 3,985 shares; 2025Q1: 3,985 shares; 2025Q2: 3,985 shares; 2025Q3: 3,985 shares; 2025Q4: 3,985 shares 3,985 $251K <0.01% 0 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 901 shares; 2024Q4: 901 shares; 2025Q1: 901 shares; 2025Q2: 994 shares; 2025Q3: 2,075 shares; 2025Q4: 2,075 shares 2,075 $251K <0.01% 0 Timeline NUEM NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,978 shares 6,978 $248K <0.01% new Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,497 shares; 2024Q4: 1,475 shares; 2025Q1: 1,475 shares; 2025Q2: 1,475 shares; 2025Q3: 4,119 shares; 2025Q4: 3,797 shares 3,797 $247K <0.01% -322 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,229 shares; 2024Q4: 7,571 shares; 2025Q1: 7,571 shares; 2025Q2: 7,571 shares; 2025Q3: 7,571 shares; 2025Q4: 7,571 shares 7,571 $247K <0.01% 0 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 808 shares; 2024Q4: 808 shares; 2025Q1: 808 shares; 2025Q2: 808 shares; 2025Q3: 808 shares; 2025Q4: 808 shares 808 $244K <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: 369 shares; 2024Q4: 367 shares; 2025Q1: 396 shares; 2025Q2: 396 shares; 2025Q3: 609 shares; 2025Q4: 3,015 shares 3,015 $243K <0.01% +2,406 Timeline KBE 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: 4,000 shares; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares 4,000 $243K <0.01% 0 Timeline TOST TOAST INC More: the full row for TOAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,650 shares; 2024Q4: 8,232 shares; 2025Q1: 7,432 shares; 2025Q2: 6,850 shares; 2025Q3: 6,350 shares; 2025Q4: 6,742 shares 6,742 $239K <0.01% +392 Timeline NUSC NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,353 shares 5,353 $239K <0.01% new Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,260 shares; 2024Q4: 1,960 shares; 2025Q1: 1,960 shares; 2025Q2: 1,660 shares; 2025Q3: 1,760 shares; 2025Q4: 1,760 shares 1,760 $238K <0.01% 0 Timeline HYMC HYCROFT MINING HOLDING CORP More: the full row for HYCROFT MINING HOLDING CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,000 shares 10,000 $238K <0.01% new Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,994 shares; 2024Q4: 6,994 shares; 2025Q1: 8,088 shares; 2025Q2: 9,851 shares; 2025Q3: 9,851 shares; 2025Q4: 9,851 shares 9,851 $237K <0.01% 0 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 753 shares; 2024Q4: 752 shares; 2025Q1: 753 shares; 2025Q2: 753 shares; 2025Q3: 1,182 shares; 2025Q4: 1,168 shares 1,168 $235K <0.01% -14 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 410 shares; 2024Q4: 410 shares; 2025Q1: 510 shares; 2025Q2: 888 shares; 2025Q3: 788 shares; 2025Q4: 688 shares 688 $232K <0.01% -100 Timeline EGP EASTGROUP PPTYS INC More: the full row for EASTGROUP PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,300 shares; 2024Q4: 1,300 shares; 2025Q1: 1,300 shares; 2025Q2: 1,300 shares; 2025Q3: 1,300 shares; 2025Q4: 1,300 shares 1,300 $232K <0.01% 0 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,140 shares; 2024Q4: 1,034 shares; 2025Q1: 1,034 shares; 2025Q2: 1,024 shares; 2025Q3: 980 shares; 2025Q4: 1,000 shares 1,000 $228K <0.01% +20 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 126 shares; 2025Q1: 1,411 shares; 2025Q2: 1,285 shares; 2025Q3: 1,285 shares; 2025Q4: 11,518 shares 11,518 $227K <0.01% +10,233 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,865 shares; 2024Q4: 1,865 shares; 2025Q1: 1,865 shares; 2025Q2: 1,865 shares; 2025Q3: 1,865 shares; 2025Q4: 1,865 shares 1,865 $227K <0.01% 0 Timeline BCPC BALCHEM CORP More: the full row for BALCHEM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,475 shares; 2024Q4: 1,475 shares; 2025Q1: 1,475 shares; 2025Q2: 1,475 shares; 2025Q3: 1,475 shares; 2025Q4: 1,475 shares 1,475 $226K <0.01% 0 Timeline RDN RADIAN GROUP INC More: the full row for RADIAN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,000 shares; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 6,258 shares; 2025Q4: 6,258 shares 6,258 $225K <0.01% 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: 26,400 shares; 2024Q4: 11,677 shares; 2025Q1: 10,577 shares; 2025Q2: 8,977 shares; 2025Q3: 8,977 shares; 2025Q4: 7,877 shares 7,877 $223K <0.01% -1,100 Timeline FNX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,274 shares; 2024Q4: 2,237 shares; 2025Q1: 1,737 shares; 2025Q2: 1,737 shares; 2025Q3: 1,737 shares; 2025Q4: 1,737 shares 1,737 $219K <0.01% 0 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 722 shares; 2024Q4: 722 shares; 2025Q1: 722 shares; 2025Q2: 722 shares; 2025Q3: 722 shares; 2025Q4: 722 shares 722 $218K <0.01% 0 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,873 shares; 2024Q4: 4,164 shares; 2025Q1: 3,879 shares; 2025Q2: 2,983 shares; 2025Q3: 3,190 shares; 2025Q4: 3,190 shares 3,190 $217K <0.01% 0 Timeline PRFZ 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: 4,725 shares; 2024Q4: 4,725 shares; 2025Q1: 4,725 shares; 2025Q2: 4,725 shares; 2025Q3: 4,725 shares; 2025Q4: 4,725 shares 4,725 $217K <0.01% 0 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 175 shares; 2024Q4: 175 shares; 2025Q1: 1,881 shares; 2025Q2: 2,781 shares; 2025Q3: 2,781 shares; 2025Q4: 2,781 shares 2,781 $215K <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: 728 shares; 2024Q4: 728 shares; 2025Q1: 1,308 shares; 2025Q2: 3,990 shares; 2025Q3: 4,374 shares; 2025Q4: 4,374 shares 4,374 $215K <0.01% 0 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 373 shares; 2024Q4: 373 shares; 2025Q1: 327 shares; 2025Q2: 411 shares; 2025Q3: 411 shares; 2025Q4: 418 shares 418 $213K <0.01% +7 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,304 shares; 2024Q4: 1,304 shares; 2025Q1: 1,304 shares; 2025Q2: 1,304 shares; 2025Q3: 1,304 shares; 2025Q4: 1,318 shares 1,318 $213K <0.01% +14 Timeline AIZ ASSURANT INC More: the full row for ASSURANT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16 shares; 2024Q4: 15 shares; 2025Q1: 15 shares; 2025Q2: 15 shares; 2025Q3: 881 shares; 2025Q4: 881 shares 881 $212K <0.01% 0 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,450 shares; 2024Q4: 2,450 shares; 2025Q1: 2,450 shares; 2025Q2: 2,450 shares; 2025Q3: 2,450 shares; 2025Q4: 2,450 shares 2,450 $212K <0.01% 0 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,572 shares; 2024Q4: 2,550 shares; 2025Q1: 2,550 shares; 2025Q2: 2,550 shares; 2025Q3: 2,550 shares; 2025Q4: 2,550 shares 2,550 $212K <0.01% 0 Timeline ASA ASA GOLD AND PRECIOUS MTLS L More: the full row for ASA GOLD AND PRECIOUS MTLS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,000 shares; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 3,500 shares 3,500 $209K <0.01% -1,500 Timeline EUSA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,000 shares 2,000 $207K <0.01% new Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 820 shares; 2024Q4: 4,090 shares; 2025Q1: 4,090 shares; 2025Q2: 4,090 shares; 2025Q3: 4,090 shares; 2025Q4: 4,090 shares 4,090 $205K <0.01% 0 Timeline WTFC WINTRUST FINL CORP More: the full row for WINTRUST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 550 shares; 2025Q4: 1,450 shares 1,450 $203K <0.01% +900 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,354 shares; 2024Q4: 1,354 shares; 2025Q1: 1,299 shares; 2025Q2: 1,448 shares; 2025Q3: 1,100 shares; 2025Q4: 1,100 shares 1,100 $199K <0.01% 0 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: 2,150 shares; 2024Q4: 2,150 shares; 2025Q1: 2,150 shares; 2025Q2: 2,150 shares; 2025Q3: 2,364 shares; 2025Q4: 2,364 shares 2,364 $199K <0.01% 0 Timeline HIW HIGHWOODS PPTYS INC More: the full row for HIGHWOODS PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,700 shares; 2024Q4: 7,700 shares; 2025Q1: 7,700 shares; 2025Q2: 7,700 shares; 2025Q3: 7,700 shares; 2025Q4: 7,700 shares 7,700 $199K <0.01% 0 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,020 shares 3,020 $198K <0.01% new Timeline VFC V F CORP More: the full row for V F CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,753 shares; 2024Q4: 21,190 shares; 2025Q1: 20,090 shares; 2025Q2: 12,816 shares; 2025Q3: 11,216 shares; 2025Q4: 10,916 shares 10,916 $197K <0.01% -300 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,269 shares; 2024Q4: 1,269 shares; 2025Q1: 1,366 shares; 2025Q2: 1,269 shares; 2025Q3: 2,269 shares; 2025Q4: 1,269 shares 1,269 $197K <0.01% -1,000 Timeline TTC TORO CO More: the full row for TORO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,427 shares; 2024Q4: 1,168 shares; 2025Q1: 1,500 shares; 2025Q2: 1,000 shares; 2025Q3: 2,494 shares; 2025Q4: 2,494 shares 2,494 $196K <0.01% 0 Timeline WHR WHIRLPOOL CORP More: the full row for WHIRLPOOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,423 shares; 2024Q4: 3,523 shares; 2025Q1: 3,420 shares; 2025Q2: 2,820 shares; 2025Q3: 2,920 shares; 2025Q4: 2,720 shares 2,720 $196K <0.01% -200 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,434 shares; 2024Q4: 1,433 shares; 2025Q1: 1,433 shares; 2025Q2: 1,433 shares; 2025Q3: 1,433 shares; 2025Q4: 1,433 shares 1,433 $195K <0.01% 0 Timeline APTV APTIV PLC More: the full row for APTIV PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,792 shares; 2025Q1: 3,727 shares; 2025Q2: 2,560 shares; 2025Q3: 2,560 shares; 2025Q4: 2,560 shares 2,560 $195K <0.01% 0 Timeline THG HANOVER INS GROUP INC More: the full row for HANOVER INS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 996 shares; 2024Q4: 996 shares; 2025Q1: 1,063 shares; 2025Q2: 1,063 shares; 2025Q3: 1,459 shares; 2025Q4: 1,063 shares 1,063 $194K <0.01% -396 Timeline GEN GEN DIGITAL INC More: the full row for GEN DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,705 shares; 2024Q4: 8,700 shares; 2025Q1: 7,100 shares; 2025Q2: 7,100 shares; 2025Q3: 7,100 shares; 2025Q4: 7,100 shares 7,100 $193K <0.01% 0 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,214 shares; 2024Q4: 3,214 shares; 2025Q1: 3,214 shares; 2025Q2: 3,214 shares; 2025Q3: 4,228 shares; 2025Q4: 4,228 shares 4,228 $193K <0.01% 0 Timeline HL HECLA MINING COMPANY More: the full row for HECLA MINING COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares 10,000 $192K <0.01% 0 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 143 shares; 2025Q1: 143 shares; 2025Q2: 143 shares; 2025Q3: 143 shares; 2025Q4: 144 shares 144 $191K <0.01% +1 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,450 shares; 2024Q4: 2,450 shares; 2025Q1: 2,350 shares; 2025Q2: 2,350 shares; 2025Q3: 2,350 shares; 2025Q4: 2,350 shares 2,350 $189K <0.01% 0 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,802 shares; 2024Q4: 1,800 shares; 2025Q1: 2,431 shares; 2025Q2: 3,821 shares; 2025Q3: 4,232 shares; 2025Q4: 4,232 shares 4,232 $189K <0.01% 0 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,156 shares; 2024Q4: 2,144 shares; 2025Q1: 2,144 shares; 2025Q2: 2,144 shares; 2025Q3: 2,144 shares; 2025Q4: 2,144 shares 2,144 $189K <0.01% 0 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: 4,067 shares; 2024Q4: 10,204 shares; 2025Q1: 8,775 shares; 2025Q2: 8,800 shares; 2025Q3: 7,864 shares; 2025Q4: 6,901 shares 6,901 $189K <0.01% -963 Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,479 shares; 2024Q4: 5,454 shares; 2025Q1: 4,550 shares; 2025Q2: 4,550 shares; 2025Q3: 4,550 shares; 2025Q4: 4,550 shares 4,550 $189K <0.01% 0 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 821 shares; 2024Q4: 815 shares; 2025Q1: 2,239 shares; 2025Q2: 3,016 shares; 2025Q3: 3,302 shares; 2025Q4: 3,333 shares 3,333 $188K <0.01% +31 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 140 shares; 2024Q4: 140 shares; 2025Q1: 140 shares; 2025Q2: 140 shares; 2025Q3: 815 shares; 2025Q4: 815 shares 815 $188K <0.01% 0 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: 520 shares; 2024Q4: 520 shares; 2025Q1: 520 shares; 2025Q2: 520 shares; 2025Q3: 770 shares; 2025Q4: 520 shares 520 $187K <0.01% -250 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 900 shares 900 $187K <0.01% +400 Timeline AGX ARGAN INC More: the full row for ARGAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 90 shares; 2025Q3: 380 shares; 2025Q4: 595 shares 595 $186K <0.01% +215 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,990 shares; 2024Q4: 2,990 shares; 2025Q1: 2,990 shares; 2025Q2: 2,990 shares; 2025Q3: 2,990 shares; 2025Q4: 2,890 shares 2,890 $186K <0.01% -100 Timeline OSK OSHKOSH CORP More: the full row for OSHKOSH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,640 shares; 2024Q4: 4,141 shares; 2025Q1: 3,345 shares; 2025Q2: 3,075 shares; 2025Q3: 1,575 shares; 2025Q4: 1,475 shares 1,475 $185K <0.01% -100 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,572 shares; 2024Q4: 1,569 shares; 2025Q1: 1,419 shares; 2025Q2: 1,419 shares; 2025Q3: 1,419 shares; 2025Q4: 1,419 shares 1,419 $185K <0.01% 0 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 936 shares; 2024Q4: 938 shares; 2025Q1: 938 shares; 2025Q2: 936 shares; 2025Q3: 966 shares; 2025Q4: 966 shares 966 $184K <0.01% 0 Timeline BPRE BLUEROCK PVT REAL ESTATE FD More: the full row for BLUEROCK PVT REAL ESTATE FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,247 shares 12,247 $184K <0.01% new Timeline INDB INDEPENDENT BK CORP MASS More: the full row for INDEPENDENT BK CORP MASS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,542 shares; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares; 2025Q2: 2,500 shares; 2025Q3: 2,500 shares; 2025Q4: 2,500 shares 2,500 $183K <0.01% 0 Timeline AGO ASSURED GUARANTY LTD More: the full row for ASSURED GUARANTY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,027 shares; 2024Q4: 2,027 shares; 2025Q1: 2,027 shares; 2025Q2: 2,027 shares; 2025Q3: 2,027 shares; 2025Q4: 2,027 shares 2,027 $182K <0.01% 0 Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares 10,000 $180K <0.01% 0 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 619 shares; 2024Q4: 616 shares; 2025Q1: 608 shares; 2025Q2: 608 shares; 2025Q3: 608 shares; 2025Q4: 608 shares 608 $180K <0.01% 0 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,367 shares; 2024Q4: 1,367 shares; 2025Q1: 1,367 shares; 2025Q2: 1,367 shares; 2025Q3: 1,367 shares; 2025Q4: 1,367 shares 1,367 $180K <0.01% 0 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,063 shares; 2024Q4: 2,730 shares; 2025Q1: 1,013 shares; 2025Q2: 1,013 shares; 2025Q3: 1,013 shares; 2025Q4: 1,013 shares 1,013 $180K <0.01% 0 Timeline CLSK CLEANSPARK INC More: the full row for CLEANSPARK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,703 shares; 2025Q4: 17,703 shares 17,703 $179K <0.01% 0 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,167 shares; 2024Q4: 1,274 shares; 2025Q1: 567 shares; 2025Q2: 828 shares; 2025Q3: 828 shares; 2025Q4: 900 shares 900 $179K <0.01% +72 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 966 shares; 2024Q4: 900 shares; 2025Q1: 1,143 shares; 2025Q2: 1,143 shares; 2025Q3: 1,761 shares; 2025Q4: 1,761 shares 1,761 $176K <0.01% 0 Timeline BOH BANK OF HI CORP More: the full row for BANK OF HI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,570 shares; 2024Q4: 2,570 shares; 2025Q1: 2,570 shares; 2025Q2: 2,570 shares; 2025Q3: 2,570 shares; 2025Q4: 2,570 shares 2,570 $176K <0.01% 0 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,708 shares; 2024Q4: 9,998 shares; 2025Q1: 11,283 shares; 2025Q2: 10,255 shares; 2025Q3: 9,960 shares; 2025Q4: 8,966 shares 8,966 $176K <0.01% -994 Timeline ZBRA ZEBRA TECHNOLOGIES CORPORATI More: the full row for ZEBRA TECHNOLOGIES CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 484 shares; 2024Q4: 482 shares; 2025Q1: 606 shares; 2025Q2: 709 shares; 2025Q3: 709 shares; 2025Q4: 720 shares 720 $175K <0.01% +11 Timeline GDXJ 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,530 shares; 2025Q4: 1,530 shares 1,530 $174K <0.01% 0 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 236 shares; 2024Q4: 944 shares; 2025Q1: 944 shares; 2025Q2: 944 shares; 2025Q3: 4,288 shares; 2025Q4: 5,294 shares 5,294 $173K <0.01% +1,006 Timeline SNEX STONEX GROUP INC More: the full row for STONEX GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,275 shares; 2025Q2: 1,275 shares; 2025Q3: 1,800 shares; 2025Q4: 1,800 shares 1,800 $171K <0.01% 0 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 826 shares; 2024Q4: 742 shares; 2025Q1: 742 shares; 2025Q2: 742 shares; 2025Q3: 743 shares; 2025Q4: 743 shares 743 $168K <0.01% 0 Timeline COLB COLUMBIA BKG SYS INC More: the full row for COLUMBIA BKG SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 839 shares; 2025Q2: 839 shares; 2025Q3: 5,986 shares; 2025Q4: 5,986 shares 5,986 $167K <0.01% 0 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,712 shares; 2024Q4: 1,712 shares; 2025Q1: 1,712 shares; 2025Q2: 1,712 shares; 2025Q3: 1,712 shares; 2025Q4: 1,712 shares 1,712 $166K <0.01% 0 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 725 shares; 2024Q4: 681 shares; 2025Q1: 928 shares; 2025Q2: 681 shares; 2025Q3: 681 shares; 2025Q4: 851 shares 851 $165K <0.01% +170 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,366 shares; 2024Q4: 2,029 shares; 2025Q1: 2,029 shares; 2025Q2: 1,504 shares; 2025Q3: 1,503 shares; 2025Q4: 1,203 shares 1,203 $164K <0.01% -300 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 367 shares; 2024Q4: 367 shares; 2025Q1: 367 shares; 2025Q2: 367 shares; 2025Q3: 367 shares; 2025Q4: 367 shares 367 $163K <0.01% 0 Timeline VRTS VIRTUS INVT PARTNERS INC More: the full row for VIRTUS INVT PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,005 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares 1,000 $163K <0.01% 0 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,101 shares; 2024Q4: 1,101 shares; 2025Q1: 1,101 shares; 2025Q2: 1,101 shares; 2025Q3: 1,101 shares; 2025Q4: 1,121 shares 1,121 $158K <0.01% +20 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 208 shares; 2024Q4: 208 shares; 2025Q1: 208 shares; 2025Q2: 208 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares 2,000 $158K <0.01% 0 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,701 shares; 2024Q4: 2,701 shares; 2025Q1: 3,933 shares; 2025Q2: 3,954 shares; 2025Q3: 4,308 shares; 2025Q4: 4,308 shares 4,308 $156K <0.01% 0 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: 2,019 shares; 2024Q4: 2,016 shares; 2025Q1: 2,321 shares; 2025Q2: 305 shares; 2025Q3: 2,437 shares; 2025Q4: 2,437 shares 2,437 $155K <0.01% 0 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 686 shares; 2024Q4: 686 shares; 2025Q1: 686 shares; 2025Q2: 686 shares; 2025Q3: 686 shares; 2025Q4: 964 shares 964 $155K <0.01% +278 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50 shares; 2024Q4: 50 shares; 2025Q1: 371 shares; 2025Q2: 489 shares; 2025Q3: 2,278 shares; 2025Q4: 2,411 shares 2,411 $155K <0.01% +133 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: 535 shares; 2024Q4: 533 shares; 2025Q1: 533 shares; 2025Q2: 575 shares; 2025Q3: 830 shares; 2025Q4: 830 shares 830 $154K <0.01% 0 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 730 shares; 2024Q4: 706 shares; 2025Q1: 626 shares; 2025Q2: 526 shares; 2025Q3: 380 shares; 2025Q4: 437 shares 437 $153K <0.01% +57 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,180 shares; 2024Q4: 1,179 shares; 2025Q1: 1,179 shares; 2025Q2: 1,156 shares; 2025Q3: 1,156 shares; 2025Q4: 1,156 shares 1,156 $153K <0.01% 0 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,142 shares; 2024Q4: 6,216 shares; 2025Q1: 3,716 shares; 2025Q2: 3,316 shares; 2025Q3: 3,127 shares; 2025Q4: 3,005 shares 3,005 $153K <0.01% -122 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,812 shares; 2024Q4: 12,404 shares; 2025Q1: 11,280 shares; 2025Q2: 10,682 shares; 2025Q3: 7,454 shares; 2025Q4: 6,527 shares 6,527 $153K <0.01% -927 Timeline IDT IDT CORP More: the full row for IDT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,950 shares; 2024Q4: 2,950 shares; 2025Q1: 2,950 shares; 2025Q2: 2,950 shares; 2025Q3: 2,950 shares; 2025Q4: 2,950 shares 2,950 $151K <0.01% 0 Timeline SSD SIMPSON MFG INC More: the full row for SIMPSON MFG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,328 shares; 2024Q4: 1,328 shares; 2025Q1: 1,328 shares; 2025Q2: 981 shares; 2025Q3: 935 shares; 2025Q4: 935 shares 935 $151K <0.01% 0 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,176 shares; 2024Q4: 1,176 shares; 2025Q1: 1,176 shares; 2025Q2: 1,176 shares; 2025Q3: 1,276 shares; 2025Q4: 1,328 shares 1,328 $150K <0.01% +52 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,735 shares; 2024Q4: 1,735 shares; 2025Q1: 1,735 shares; 2025Q2: 1,735 shares; 2025Q3: 1,735 shares; 2025Q4: 1,735 shares 1,735 $150K <0.01% 0 Timeline KRE 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: 2,300 shares; 2024Q4: 2,300 shares; 2025Q1: 2,300 shares; 2025Q2: 2,300 shares; 2025Q3: 2,300 shares; 2025Q4: 2,300 shares 2,300 $149K <0.01% 0 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,650 shares; 2024Q4: 3,650 shares; 2025Q1: 5,150 shares; 2025Q2: 6,650 shares; 2025Q3: 6,650 shares; 2025Q4: 5,650 shares 5,650 $149K <0.01% -1,000 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,005 shares; 2024Q4: 1,895 shares; 2025Q1: 1,895 shares; 2025Q2: 1,695 shares; 2025Q3: 1,525 shares; 2025Q4: 1,475 shares 1,475 $149K <0.01% -50 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 424 shares; 2024Q4: 423 shares; 2025Q1: 456 shares; 2025Q2: 456 shares; 2025Q3: 568 shares; 2025Q4: 568 shares 568 $147K <0.01% 0 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: 355 shares; 2024Q4: 355 shares; 2025Q1: 961 shares; 2025Q2: 773 shares; 2025Q3: 1,108 shares; 2025Q4: 828 shares 828 $147K <0.01% -280 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,595 shares; 2024Q4: 1,595 shares; 2025Q1: 1,595 shares; 2025Q2: 1,158 shares; 2025Q3: 858 shares; 2025Q4: 858 shares 858 $145K <0.01% 0 Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 394 shares; 2024Q4: 394 shares; 2025Q1: 590 shares; 2025Q2: 590 shares; 2025Q3: 1,611 shares; 2025Q4: 1,611 shares 1,611 $143K <0.01% 0 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,100 shares; 2025Q4: 3,100 shares 3,100 $142K <0.01% 0 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,315 shares; 2024Q4: 3,315 shares; 2025Q1: 7,018 shares; 2025Q2: 8,182 shares; 2025Q3: 8,182 shares; 2025Q4: 8,182 shares 8,182 $142K <0.01% 0 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,198 shares; 2024Q4: 1,198 shares; 2025Q1: 1,198 shares; 2025Q2: 1,198 shares; 2025Q3: 1,198 shares; 2025Q4: 1,248 shares 1,248 $142K <0.01% +50 Timeline JEF JEFFERIES FINANCIAL GROUP IN More: the full row for JEFFERIES FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,800 shares; 2024Q4: 3,700 shares; 2025Q1: 2,400 shares; 2025Q2: 2,500 shares; 2025Q3: 2,500 shares; 2025Q4: 2,288 shares 2,288 $142K <0.01% -212 Timeline BHB BAR HBR BANKSHARES More: the full row for BAR HBR BANKSHARES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,600 shares; 2024Q4: 1,600 shares; 2025Q1: 1,600 shares; 2025Q2: 1,600 shares; 2025Q3: 1,600 shares; 2025Q4: 4,550 shares 4,550 $141K <0.01% +2,950 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: 1,000 shares; 2024Q4: 3,753 shares; 2025Q1: 491 shares; 2025Q2: 1,860 shares; 2025Q3: 1,860 shares; 2025Q4: 1,860 shares 1,860 $140K <0.01% 0 Timeline NG NOVAGOLD RESOURCES INC More: the full row for NOVAGOLD RESOURCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,000 shares; 2025Q3: 15,000 shares; 2025Q4: 15,000 shares 15,000 $140K <0.01% 0 Timeline