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: 71,926 shares; 2024Q4: 70,456 shares; 2025Q1: 70,011 shares; 2025Q2: 70,526 shares; 2025Q3: 68,374 shares; 2025Q4: 66,821 shares 66,821 $32.3M 6.57% -1,553 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125,343 shares; 2024Q4: 124,028 shares; 2025Q1: 123,700 shares; 2025Q2: 122,693 shares; 2025Q3: 116,849 shares; 2025Q4: 115,356 shares 115,356 $31.4M 6.38% -1,493 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: 187,239 shares; 2024Q4: 176,325 shares; 2025Q1: 173,634 shares; 2025Q2: 158,193 shares; 2025Q3: 158,814 shares; 2025Q4: 155,554 shares 155,554 $29M 5.9% -3,260 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: 72,283 shares; 2024Q4: 73,028 shares; 2025Q1: 73,789 shares; 2025Q2: 74,241 shares; 2025Q3: 75,477 shares; 2025Q4: 75,053 shares 75,053 $17.3M 3.52% -424 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: 67,921 shares; 2024Q4: 65,951 shares; 2025Q1: 66,061 shares; 2025Q2: 66,497 shares; 2025Q3: 63,429 shares; 2025Q4: 60,977 shares 60,977 $15.7M 3.19% -2,452 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: 41,711 shares; 2024Q4: 42,514 shares; 2025Q1: 43,264 shares; 2025Q2: 43,972 shares; 2025Q3: 44,914 shares; 2025Q4: 45,004 shares 45,004 $14.1M 2.87% +90 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: 26,536 shares; 2024Q4: 26,190 shares; 2025Q1: 26,241 shares; 2025Q2: 22,098 shares; 2025Q3: 22,426 shares; 2025Q4: 22,799 shares 22,799 $14M 2.85% +373 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: 37,443 shares; 2024Q4: 38,543 shares; 2025Q1: 38,421 shares; 2025Q2: 38,851 shares; 2025Q3: 39,644 shares; 2025Q4: 39,935 shares 39,935 $13.8M 2.81% +291 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: 49,284 shares; 2024Q4: 50,081 shares; 2025Q1: 50,822 shares; 2025Q2: 49,674 shares; 2025Q3: 48,558 shares; 2025Q4: 45,760 shares 45,760 $8.92M 1.81% -2,798 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: 28,642 shares; 2024Q4: 29,457 shares; 2025Q1: 29,763 shares; 2025Q2: 29,728 shares; 2025Q3: 30,216 shares; 2025Q4: 30,009 shares 30,009 $8.89M 1.81% -207 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: 16,057 shares; 2024Q4: 16,149 shares; 2025Q1: 16,177 shares; 2025Q2: 15,683 shares; 2025Q3: 15,558 shares; 2025Q4: 15,447 shares 15,447 $8.85M 1.8% -111 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: 27,492 shares; 2024Q4: 27,903 shares; 2025Q1: 28,011 shares; 2025Q2: 28,975 shares; 2025Q3: 27,629 shares; 2025Q4: 27,075 shares 27,075 $8.72M 1.77% -554 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: 20,016 shares; 2024Q4: 20,001 shares; 2025Q1: 20,177 shares; 2025Q2: 20,087 shares; 2025Q3: 20,143 shares; 2025Q4: 20,126 shares 20,126 $6.32M 1.28% -17 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: 6,927 shares; 2024Q4: 6,924 shares; 2025Q1: 6,943 shares; 2025Q2: 7,133 shares; 2025Q3: 6,971 shares; 2025Q4: 6,892 shares 6,892 $5.94M 1.21% -79 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: 85,537 shares; 2024Q4: 85,337 shares; 2025Q1: 84,694 shares; 2025Q2: 81,517 shares; 2025Q3: 77,588 shares; 2025Q4: 76,293 shares 76,293 $5.88M 1.2% -1,295 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: 47,388 shares; 2024Q4: 47,929 shares; 2025Q1: 48,054 shares; 2025Q2: 46,768 shares; 2025Q3: 46,328 shares; 2025Q4: 45,729 shares 45,729 $5.5M 1.12% -599 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: 17,771 shares; 2024Q4: 17,226 shares; 2025Q1: 17,247 shares; 2025Q2: 17,228 shares; 2025Q3: 15,471 shares; 2025Q4: 15,040 shares 15,040 $5.18M 1.05% -431 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: 24,139 shares; 2024Q4: 23,884 shares; 2025Q1: 23,920 shares; 2025Q2: 23,613 shares; 2025Q3: 21,879 shares; 2025Q4: 22,003 shares 22,003 $5.03M 1.02% +124 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,724 shares; 2024Q4: 49,724 shares; 2025Q1: 49,554 shares; 2025Q2: 49,554 shares; 2025Q3: 48,929 shares; 2025Q4: 47,357 shares 47,357 $5.01M 1.02% -1,572 Timeline CRUS CIRRUS LOGIC INC More: the full row for CIRRUS LOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,164 shares; 2024Q4: 46,698 shares; 2025Q1: 46,773 shares; 2025Q2: 47,425 shares; 2025Q3: 39,758 shares; 2025Q4: 39,095 shares 39,095 $4.63M 0.94% -663 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: 40,780 shares; 2024Q4: 40,811 shares; 2025Q1: 41,150 shares; 2025Q2: 40,740 shares; 2025Q3: 39,678 shares; 2025Q4: 39,505 shares 39,505 $4.63M 0.94% -173 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: 38,957 shares; 2024Q4: 39,125 shares; 2025Q1: 39,220 shares; 2025Q2: 40,442 shares; 2025Q3: 40,329 shares; 2025Q4: 40,683 shares 40,683 $4.53M 0.92% +354 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: 5,376 shares; 2024Q4: 5,589 shares; 2025Q1: 5,787 shares; 2025Q2: 6,300 shares; 2025Q3: 6,544 shares; 2025Q4: 6,763 shares 6,763 $4.46M 0.91% +219 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: 15,161 shares; 2024Q4: 15,121 shares; 2025Q1: 14,992 shares; 2025Q2: 14,822 shares; 2025Q3: 14,246 shares; 2025Q4: 14,211 shares 14,211 $4.29M 0.87% -35 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: 13,272 shares; 2024Q4: 13,147 shares; 2025Q1: 13,308 shares; 2025Q2: 13,448 shares; 2025Q3: 13,349 shares; 2025Q4: 13,254 shares 13,254 $4.05M 0.82% -95 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: 5,243 shares; 2024Q4: 5,047 shares; 2025Q1: 5,087 shares; 2025Q2: 5,595 shares; 2025Q3: 5,755 shares; 2025Q4: 5,809 shares 5,809 $3.96M 0.81% +54 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: 6,099 shares; 2024Q4: 6,128 shares; 2025Q1: 6,164 shares; 2025Q2: 6,737 shares; 2025Q3: 6,769 shares; 2025Q4: 6,737 shares 6,737 $3.85M 0.78% -32 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: 7,655 shares; 2024Q4: 8,296 shares; 2025Q1: 8,703 shares; 2025Q2: 7,551 shares; 2025Q3: 7,541 shares; 2025Q4: 7,438 shares 7,438 $3.74M 0.76% -103 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: 72,555 shares; 2024Q4: 72,435 shares; 2025Q1: 72,589 shares; 2025Q2: 72,322 shares; 2025Q3: 66,201 shares; 2025Q4: 65,730 shares 65,730 $3.62M 0.74% -471 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: 39,179 shares; 2024Q4: 38,779 shares; 2025Q1: 39,074 shares; 2025Q2: 42,893 shares; 2025Q3: 39,444 shares; 2025Q4: 40,880 shares 40,880 $3.58M 0.73% +1,436 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: 12,681 shares; 2024Q4: 12,911 shares; 2025Q1: 13,009 shares; 2025Q2: 12,947 shares; 2025Q3: 11,322 shares; 2025Q4: 11,052 shares 11,052 $3.52M 0.72% -270 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: 26,751 shares; 2024Q4: 27,130 shares; 2025Q1: 27,145 shares; 2025Q2: 27,678 shares; 2025Q3: 23,835 shares; 2025Q4: 22,518 shares 22,518 $3.47M 0.71% -1,317 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: 24,314 shares; 2024Q4: 24,578 shares; 2025Q1: 24,481 shares; 2025Q2: 23,676 shares; 2025Q3: 22,495 shares; 2025Q4: 22,439 shares 22,439 $3.42M 0.7% -56 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: 46,984 shares; 2024Q4: 45,230 shares; 2025Q1: 45,017 shares; 2025Q2: 35,271 shares; 2025Q3: 32,904 shares; 2025Q4: 32,282 shares 32,282 $3.4M 0.69% -622 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: 43,008 shares; 2024Q4: 42,097 shares; 2025Q1: 42,053 shares; 2025Q2: 41,828 shares; 2025Q3: 41,416 shares; 2025Q4: 40,724 shares 40,724 $3.38M 0.69% -692 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: 7,783 shares; 2024Q4: 8,163 shares; 2025Q1: 8,413 shares; 2025Q2: 9,013 shares; 2025Q3: 9,125 shares; 2025Q4: 9,170 shares 9,170 $3.22M 0.65% +45 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: 12,780 shares; 2024Q4: 12,834 shares; 2025Q1: 12,962 shares; 2025Q2: 13,014 shares; 2025Q3: 12,980 shares; 2025Q4: 12,986 shares 12,986 $3.13M 0.64% +6 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: 24,185 shares; 2024Q4: 23,652 shares; 2025Q1: 23,476 shares; 2025Q2: 22,611 shares; 2025Q3: 22,353 shares; 2025Q4: 21,737 shares 21,737 $3.12M 0.63% -616 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: 20,955 shares; 2024Q4: 20,903 shares; 2025Q1: 20,423 shares; 2025Q2: 20,423 shares; 2025Q3: 19,797 shares; 2025Q4: 19,954 shares 19,954 $3.07M 0.62% +157 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: 19,467 shares; 2024Q4: 19,929 shares; 2025Q1: 20,288 shares; 2025Q2: 18,958 shares; 2025Q3: 16,293 shares; 2025Q4: 16,278 shares 16,278 $2.99M 0.61% -15 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: 7,710 shares; 2024Q4: 7,750 shares; 2025Q1: 7,734 shares; 2025Q2: 7,756 shares; 2025Q3: 7,757 shares; 2025Q4: 7,965 shares 7,965 $2.95M 0.6% +208 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: 59,924 shares; 2024Q4: 59,840 shares; 2025Q1: 59,749 shares; 2025Q2: 60,219 shares; 2025Q3: 57,321 shares; 2025Q4: 59,110 shares 59,110 $2.91M 0.59% +1,789 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: 83,202 shares; 2024Q4: 81,615 shares; 2025Q1: 80,810 shares; 2025Q2: 77,834 shares; 2025Q3: 74,526 shares; 2025Q4: 70,897 shares 70,897 $2.89M 0.59% -3,629 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: 18,870 shares; 2024Q4: 18,811 shares; 2025Q1: 18,827 shares; 2025Q2: 15,580 shares; 2025Q3: 13,912 shares; 2025Q4: 13,918 shares 13,918 $2.88M 0.59% +6 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,210 shares; 2024Q4: 3,200 shares; 2025Q1: 3,201 shares; 2025Q2: 3,226 shares; 2025Q3: 2,245 shares; 2025Q4: 2,208 shares 2,208 $2.68M 0.55% -37 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,519 shares; 2024Q4: 39,244 shares; 2025Q1: 45,591 shares; 2025Q2: 51,730 shares; 2025Q3: 52,266 shares; 2025Q4: 52,116 shares 52,116 $2.64M 0.54% -150 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: 40,186 shares; 2024Q4: 40,017 shares; 2025Q1: 39,863 shares; 2025Q2: 39,695 shares; 2025Q3: 37,325 shares; 2025Q4: 37,057 shares 37,057 $2.59M 0.53% -268 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,600 shares; 2024Q4: 22,586 shares; 2025Q1: 22,694 shares; 2025Q2: 22,759 shares; 2025Q3: 21,981 shares; 2025Q4: 22,003 shares 22,003 $2.59M 0.53% +22 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: 6,698 shares; 2024Q4: 7,626 shares; 2025Q1: 7,642 shares; 2025Q2: 7,617 shares; 2025Q3: 7,786 shares; 2025Q4: 7,787 shares 7,787 $2.55M 0.52% +1 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,685 shares; 2024Q4: 90,314 shares; 2025Q1: 93,095 shares; 2025Q2: 95,711 shares; 2025Q3: 92,401 shares; 2025Q4: 93,978 shares 93,978 $2.53M 0.51% +1,577 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: 4,239 shares; 2024Q4: 4,221 shares; 2025Q1: 4,213 shares; 2025Q2: 4,378 shares; 2025Q3: 3,070 shares; 2025Q4: 3,070 shares 3,070 $2.52M 0.51% 0 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: 31,020 shares; 2024Q4: 30,951 shares; 2025Q1: 30,705 shares; 2025Q2: 29,845 shares; 2025Q3: 28,473 shares; 2025Q4: 28,499 shares 28,499 $2.49M 0.51% +26 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: 22,289 shares; 2024Q4: 17,689 shares; 2025Q1: 17,669 shares; 2025Q2: 18,057 shares; 2025Q3: 20,102 shares; 2025Q4: 19,343 shares 19,343 $2.43M 0.5% -759 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,883 shares; 2024Q4: 89,603 shares; 2025Q1: 92,652 shares; 2025Q2: 94,995 shares; 2025Q3: 90,203 shares; 2025Q4: 90,890 shares 90,890 $2.38M 0.48% +687 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: 9,746 shares; 2024Q4: 10,080 shares; 2025Q1: 10,198 shares; 2025Q2: 10,439 shares; 2025Q3: 8,266 shares; 2025Q4: 7,026 shares 7,026 $2.32M 0.47% -1,240 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: 13,606 shares; 2024Q4: 13,261 shares; 2025Q1: 13,201 shares; 2025Q2: 12,962 shares; 2025Q3: 12,312 shares; 2025Q4: 11,762 shares 11,762 $2.29M 0.47% -550 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: 79,782 shares; 2024Q4: 72,765 shares; 2025Q1: 70,732 shares; 2025Q2: 68,130 shares; 2025Q3: 63,418 shares; 2025Q4: 62,111 shares 62,111 $2.29M 0.47% -1,307 Timeline VRIG INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,667 shares; 2024Q4: 64,420 shares; 2025Q1: 78,245 shares; 2025Q2: 85,103 shares; 2025Q3: 87,799 shares; 2025Q4: 88,806 shares 88,806 $2.23M 0.45% +1,007 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: 4,212 shares; 2024Q4: 4,254 shares; 2025Q1: 4,230 shares; 2025Q2: 4,263 shares; 2025Q3: 4,282 shares; 2025Q4: 4,334 shares 4,334 $2.1M 0.43% +52 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: 25,512 shares; 2024Q4: 23,710 shares; 2025Q1: 23,551 shares; 2025Q2: 22,690 shares; 2025Q3: 21,901 shares; 2025Q4: 22,186 shares 22,186 $2.07M 0.42% +285 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: 7,892 shares; 2024Q4: 8,830 shares; 2025Q1: 9,645 shares; 2025Q2: 10,216 shares; 2025Q3: 10,216 shares; 2025Q4: 9,649 shares 9,649 $2.07M 0.42% -567 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: 8,055 shares; 2024Q4: 8,055 shares; 2025Q1: 7,772 shares; 2025Q2: 7,772 shares; 2025Q3: 7,074 shares; 2025Q4: 7,011 shares 7,011 $2.03M 0.41% -63 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: 98,977 shares; 2024Q4: 99,170 shares; 2025Q1: 126,085 shares; 2025Q2: 94,027 shares; 2025Q3: 84,718 shares; 2025Q4: 75,952 shares 75,952 $1.89M 0.38% -8,766 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,492 shares; 2025Q1: 11,796 shares; 2025Q2: 22,154 shares; 2025Q3: 39,390 shares; 2025Q4: 39,137 shares 39,137 $1.84M 0.37% -253 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: 9,065 shares; 2024Q4: 9,611 shares; 2025Q1: 10,020 shares; 2025Q2: 10,273 shares; 2025Q3: 9,962 shares; 2025Q4: 12,434 shares 12,434 $1.78M 0.36% +2,472 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: 40,642 shares; 2024Q4: 42,770 shares; 2025Q1: 42,492 shares; 2025Q2: 40,078 shares; 2025Q3: 31,856 shares; 2025Q4: 31,871 shares 31,871 $1.72M 0.35% +15 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: 8,013 shares; 2024Q4: 8,242 shares; 2025Q1: 8,109 shares; 2025Q2: 8,322 shares; 2025Q3: 7,704 shares; 2025Q4: 7,692 shares 7,692 $1.67M 0.34% -12 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,160 shares; 2024Q4: 4,160 shares; 2025Q1: 4,160 shares; 2025Q2: 4,160 shares; 2025Q3: 4,160 shares; 2025Q4: 5,123 shares 5,123 $1.46M 0.3% +963 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: 10,614 shares; 2024Q4: 11,006 shares; 2025Q1: 11,382 shares; 2025Q2: 11,527 shares; 2025Q3: 10,563 shares; 2025Q4: 10,458 shares 10,458 $1.44M 0.29% -105 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: 351 shares; 2024Q4: 343 shares; 2025Q1: 343 shares; 2025Q2: 262 shares; 2025Q3: 263 shares; 2025Q4: 263 shares 263 $1.41M 0.29% 0 Timeline IDU 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: 13,919 shares; 2024Q4: 13,523 shares; 2025Q1: 13,525 shares; 2025Q2: 13,628 shares; 2025Q3: 13,630 shares; 2025Q4: 12,983 shares 12,983 $1.41M 0.29% -647 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,301 shares; 2024Q4: 2,322 shares; 2025Q1: 2,334 shares; 2025Q2: 1,387 shares; 2025Q3: 920 shares; 2025Q4: 1,294 shares 1,294 $1.39M 0.28% +374 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: 1,452 shares; 2024Q4: 1,457 shares; 2025Q1: 1,490 shares; 2025Q2: 1,490 shares; 2025Q3: 1,490 shares; 2025Q4: 1,571 shares 1,571 $1.38M 0.28% +81 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: 9,652 shares; 2024Q4: 8,870 shares; 2025Q1: 8,923 shares; 2025Q2: 8,963 shares; 2025Q3: 8,972 shares; 2025Q4: 8,417 shares 8,417 $1.37M 0.28% -555 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: 57,704 shares; 2024Q4: 58,497 shares; 2025Q1: 58,477 shares; 2025Q2: 56,477 shares; 2025Q3: 54,300 shares; 2025Q4: 53,891 shares 53,891 $1.34M 0.27% -409 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: 10,846 shares; 2024Q4: 10,507 shares; 2025Q1: 10,507 shares; 2025Q2: 10,658 shares; 2025Q3: 10,788 shares; 2025Q4: 10,738 shares 10,738 $1.32M 0.27% -50 Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 606 shares; 2024Q4: 638 shares; 2025Q1: 606 shares; 2025Q2: 606 shares; 2025Q3: 606 shares; 2025Q4: 606 shares 606 $1.3M 0.26% 0 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: 3,905 shares; 2024Q4: 3,830 shares; 2025Q1: 3,812 shares; 2025Q2: 3,337 shares; 2025Q3: 3,312 shares; 2025Q4: 3,237 shares 3,237 $1.26M 0.26% -75 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 28,116 shares 28,116 $1.26M 0.26% new Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,194 shares; 2024Q4: 12,154 shares; 2025Q1: 12,154 shares; 2025Q2: 12,154 shares; 2025Q3: 11,889 shares; 2025Q4: 11,889 shares 11,889 $1.22M 0.25% 0 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,288 shares; 2024Q4: 1,223 shares; 2025Q1: 1,212 shares; 2025Q2: 1,554 shares; 2025Q3: 1,582 shares; 2025Q4: 12,990 shares 12,990 $1.22M 0.25% +11,408 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: 6,081 shares; 2025Q1: 6,081 shares; 2025Q2: 6,082 shares; 2025Q3: 6,655 shares; 2025Q4: 7,019 shares 7,019 $1.2M 0.24% +364 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,568 shares; 2024Q4: 4,568 shares; 2025Q1: 4,504 shares; 2025Q2: 4,254 shares; 2025Q3: 3,354 shares; 2025Q4: 3,329 shares 3,329 $1.17M 0.24% -25 Timeline SCHM 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: 15,667 shares; 2024Q4: 46,683 shares; 2025Q1: 37,405 shares; 2025Q2: 38,334 shares; 2025Q3: 36,934 shares; 2025Q4: 37,831 shares 37,831 $1.14M 0.23% +897 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: 23,801 shares; 2024Q4: 24,514 shares; 2025Q1: 24,514 shares; 2025Q2: 24,514 shares; 2025Q3: 23,460 shares; 2025Q4: 23,106 shares 23,106 $1.11M 0.22% -354 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: 2,084 shares; 2024Q4: 1,961 shares; 2025Q1: 2,005 shares; 2025Q2: 1,895 shares; 2025Q3: 1,890 shares; 2025Q4: 1,887 shares 1,887 $1.08M 0.22% -3 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: 1,706 shares; 2024Q4: 1,791 shares; 2025Q1: 2,121 shares; 2025Q2: 2,330 shares; 2025Q3: 2,310 shares; 2025Q4: 2,205 shares 2,205 $1.08M 0.22% -105 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,075 shares; 2024Q4: 28,930 shares; 2025Q1: 27,918 shares; 2025Q2: 26,303 shares; 2025Q3: 21,731 shares; 2025Q4: 20,233 shares 20,233 $1.07M 0.22% -1,498 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,864 shares; 2024Q4: 6,049 shares; 2025Q1: 6,038 shares; 2025Q2: 6,038 shares; 2025Q3: 6,038 shares; 2025Q4: 6,038 shares 6,038 $1.05M 0.21% 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: 4,754 shares; 2024Q4: 4,957 shares; 2025Q1: 4,852 shares; 2025Q2: 4,164 shares; 2025Q3: 4,164 shares; 2025Q4: 4,164 shares 4,164 $1.04M 0.21% 0 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: 6,510 shares; 2024Q4: 6,520 shares; 2025Q1: 6,530 shares; 2025Q2: 6,615 shares; 2025Q3: 6,603 shares; 2025Q4: 6,390 shares 6,390 $1.02M 0.21% -213 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,412 shares; 2024Q4: 5,888 shares; 2025Q1: 5,724 shares; 2025Q2: 5,916 shares; 2025Q3: 5,372 shares; 2025Q4: 5,128 shares 5,128 $997K 0.2% -244 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: 2,528 shares; 2024Q4: 2,466 shares; 2025Q1: 2,176 shares; 2025Q2: 2,177 shares; 2025Q3: 2,226 shares; 2025Q4: 2,138 shares 2,138 $995K 0.2% -88 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: 7,347 shares; 2024Q4: 7,319 shares; 2025Q1: 7,319 shares; 2025Q2: 4,474 shares; 2025Q3: 4,474 shares; 2025Q4: 4,344 shares 4,344 $994K 0.2% -130 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 605 shares; 2025Q1: not reported; 2025Q2: 826 shares; 2025Q3: 1,020 shares; 2025Q4: 1,060 shares 1,060 $989K 0.2% +40 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: 1,753 shares; 2024Q4: 1,813 shares; 2025Q1: 1,962 shares; 2025Q2: 1,999 shares; 2025Q3: 1,969 shares; 2025Q4: 2,046 shares 2,046 $983K 0.2% +77 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: 11,082 shares; 2024Q4: 10,875 shares; 2025Q1: 10,809 shares; 2025Q2: 8,382 shares; 2025Q3: 7,071 shares; 2025Q4: 6,829 shares 6,829 $980K 0.2% -242 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: 3,306 shares; 2024Q4: 3,001 shares; 2025Q1: 2,974 shares; 2025Q2: 2,974 shares; 2025Q3: 2,949 shares; 2025Q4: 2,899 shares 2,899 $976K 0.2% -50 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: 1,719 shares; 2024Q4: 2,163 shares; 2025Q1: not reported; 2025Q2: 1,088 shares; 2025Q3: 1,327 shares; 2025Q4: 1,583 shares 1,583 $968K 0.2% +256 Timeline QRVO QORVO INC More: the full row for QORVO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,964 shares; 2024Q4: 13,826 shares; 2025Q1: 13,794 shares; 2025Q2: 13,794 shares; 2025Q3: 11,614 shares; 2025Q4: 11,414 shares 11,414 $965K 0.2% -200 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,228 shares; 2024Q4: 1,259 shares; 2025Q1: 1,268 shares; 2025Q2: 1,326 shares; 2025Q3: 1,241 shares; 2025Q4: 1,250 shares 1,250 $942K 0.19% +9 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: 8,620 shares; 2024Q4: 10,578 shares; 2025Q1: 10,053 shares; 2025Q2: 11,000 shares; 2025Q3: 17,602 shares; 2025Q4: 18,433 shares 18,433 $936K 0.19% +831 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: 1,060 shares; 2024Q4: 1,087 shares; 2025Q1: 1,383 shares; 2025Q2: 1,443 shares; 2025Q3: 1,455 shares; 2025Q4: 1,480 shares 1,480 $928K 0.19% +25 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28,068 shares; 2025Q3: 37,927 shares; 2025Q4: 38,171 shares 38,171 $918K 0.19% +244 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: 4,860 shares; 2024Q4: 4,860 shares; 2025Q1: 4,860 shares; 2025Q2: 4,860 shares; 2025Q3: 4,860 shares; 2025Q4: 4,860 shares 4,860 $914K 0.19% 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: 2,665 shares; 2024Q4: 2,762 shares; 2025Q1: 3,037 shares; 2025Q2: 3,161 shares; 2025Q3: 3,109 shares; 2025Q4: 3,153 shares 3,153 $908K 0.18% +44 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,499 shares; 2024Q4: 5,295 shares; 2025Q1: 5,295 shares; 2025Q2: 5,295 shares; 2025Q3: 5,295 shares; 2025Q4: 5,145 shares 5,145 $877K 0.18% -150 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: 12,469 shares; 2024Q4: 12,922 shares; 2025Q1: 13,988 shares; 2025Q2: 14,589 shares; 2025Q3: 14,886 shares; 2025Q4: 15,814 shares 15,814 $866K 0.18% +928 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,698 shares; 2024Q4: 7,688 shares; 2025Q1: 7,659 shares; 2025Q2: 7,235 shares; 2025Q3: 6,560 shares; 2025Q4: 6,451 shares 6,451 $856K 0.17% -109 Timeline ACM AECOM More: the full row for AECOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,521 shares; 2024Q4: 9,521 shares; 2025Q1: 9,451 shares; 2025Q2: 9,341 shares; 2025Q3: 9,014 shares; 2025Q4: 8,979 shares 8,979 $856K 0.17% -35 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: 16,765 shares; 2024Q4: 17,185 shares; 2025Q1: 16,859 shares; 2025Q2: 16,136 shares; 2025Q3: 15,773 shares; 2025Q4: 13,310 shares 13,310 $848K 0.17% -2,463 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: 962 shares; 2024Q4: 999 shares; 2025Q1: 999 shares; 2025Q2: 1,059 shares; 2025Q3: 1,207 shares; 2025Q4: 1,295 shares 1,295 $846K 0.17% +88 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: 9,319 shares; 2024Q4: 9,016 shares; 2025Q1: 9,416 shares; 2025Q2: 9,418 shares; 2025Q3: 9,353 shares; 2025Q4: 8,859 shares 8,859 $829K 0.17% -494 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: 1,741 shares; 2024Q4: 1,838 shares; 2025Q1: 1,547 shares; 2025Q2: 1,509 shares; 2025Q3: 1,795 shares; 2025Q4: 1,828 shares 1,828 $822K 0.17% +33 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: 1,899 shares; 2024Q4: 1,882 shares; 2025Q1: 1,881 shares; 2025Q2: 1,869 shares; 2025Q3: 1,869 shares; 2025Q4: 1,869 shares 1,869 $797K 0.16% 0 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,360 shares; 2024Q4: 9,345 shares; 2025Q1: 9,248 shares; 2025Q2: 9,248 shares; 2025Q3: 9,248 shares; 2025Q4: 9,028 shares 9,028 $796K 0.16% -220 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: 6,943 shares; 2024Q4: 20,446 shares; 2025Q1: 21,184 shares; 2025Q2: 36,730 shares; 2025Q3: 41,642 shares; 2025Q4: 28,795 shares 28,795 $790K 0.16% -12,847 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: 10,956 shares; 2024Q4: 10,935 shares; 2025Q1: 10,985 shares; 2025Q2: 10,985 shares; 2025Q3: 9,649 shares; 2025Q4: 9,649 shares 9,649 $775K 0.16% 0 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,386 shares; 2024Q4: 2,644 shares; 2025Q1: 2,911 shares; 2025Q2: 3,074 shares; 2025Q3: 3,364 shares; 2025Q4: 2,910 shares 2,910 $771K 0.16% -454 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,242 shares; 2025Q1: not reported; 2025Q2: 3,294 shares; 2025Q3: 4,020 shares; 2025Q4: 4,208 shares 4,208 $748K 0.15% +188 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: 3,592 shares; 2024Q4: 3,592 shares; 2025Q1: 3,598 shares; 2025Q2: 2,450 shares; 2025Q3: 2,418 shares; 2025Q4: 2,404 shares 2,404 $746K 0.15% -14 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,831 shares; 2024Q4: 21,480 shares; 2025Q1: 22,382 shares; 2025Q2: 21,244 shares; 2025Q3: 20,798 shares; 2025Q4: 18,917 shares 18,917 $745K 0.15% -1,881 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,483 shares; 2024Q4: 6,370 shares; 2025Q1: 5,976 shares; 2025Q2: 6,022 shares; 2025Q3: 5,117 shares; 2025Q4: 5,146 shares 5,146 $738K 0.15% +29 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: 4,166 shares; 2024Q4: 4,166 shares; 2025Q1: 4,132 shares; 2025Q2: 4,289 shares; 2025Q3: 4,109 shares; 2025Q4: 4,096 shares 4,096 $727K 0.15% -13 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,285 shares; 2024Q4: 12,285 shares; 2025Q1: 12,285 shares; 2025Q2: 12,285 shares; 2025Q3: 12,285 shares; 2025Q4: 11,435 shares 11,435 $726K 0.15% -850 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: 12,501 shares; 2024Q4: 12,472 shares; 2025Q1: 12,171 shares; 2025Q2: 12,109 shares; 2025Q3: 9,525 shares; 2025Q4: 7,361 shares 7,361 $720K 0.15% -2,164 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: 12,357 shares; 2024Q4: 12,044 shares; 2025Q1: 12,081 shares; 2025Q2: 12,118 shares; 2025Q3: 12,153 shares; 2025Q4: 12,190 shares 12,190 $714K 0.15% +37 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: 1,970 shares; 2024Q4: 1,970 shares; 2025Q1: 1,970 shares; 2025Q2: 1,959 shares; 2025Q3: 2,291 shares; 2025Q4: 2,316 shares 2,316 $713K 0.15% +25 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: 4,639 shares; 2024Q4: 4,674 shares; 2025Q1: 5,374 shares; 2025Q2: 4,991 shares; 2025Q3: 4,425 shares; 2025Q4: 4,340 shares 4,340 $696K 0.14% -85 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,334 shares; 2024Q4: 5,371 shares; 2025Q1: 5,371 shares; 2025Q2: 5,371 shares; 2025Q3: 3,781 shares; 2025Q4: 3,781 shares 3,781 $688K 0.14% 0 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: 1,141 shares; 2024Q4: 1,145 shares; 2025Q1: 1,391 shares; 2025Q2: 1,389 shares; 2025Q3: 1,400 shares; 2025Q4: 1,533 shares 1,533 $682K 0.14% +133 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: 6,431 shares; 2024Q4: 6,061 shares; 2025Q1: 6,042 shares; 2025Q2: 5,817 shares; 2025Q3: 5,752 shares; 2025Q4: 5,487 shares 5,487 $675K 0.14% -265 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: 5,761 shares; 2024Q4: 5,211 shares; 2025Q1: 5,136 shares; 2025Q2: 3,536 shares; 2025Q3: 2,720 shares; 2025Q4: 2,720 shares 2,720 $670K 0.14% 0 Timeline SCHA 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: 21,715 shares; 2024Q4: 44,760 shares; 2025Q1: 26,117 shares; 2025Q2: 25,080 shares; 2025Q3: 23,531 shares; 2025Q4: 23,518 shares 23,518 $670K 0.14% -13 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: 1,530 shares; 2024Q4: 1,842 shares; 2025Q1: 2,149 shares; 2025Q2: 2,210 shares; 2025Q3: 2,305 shares; 2025Q4: 4,536 shares 4,536 $653K 0.13% +2,231 Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,721 shares; 2024Q4: 15,326 shares; 2025Q1: 14,930 shares; 2025Q2: 14,930 shares; 2025Q3: 14,930 shares; 2025Q4: 14,627 shares 14,627 $651K 0.13% -303 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: 3,517 shares; 2024Q4: 3,503 shares; 2025Q1: 3,296 shares; 2025Q2: 3,332 shares; 2025Q3: 3,157 shares; 2025Q4: 2,275 shares 2,275 $649K 0.13% -882 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,778 shares; 2024Q4: 1,776 shares; 2025Q1: 1,776 shares; 2025Q2: 1,536 shares; 2025Q3: 1,532 shares; 2025Q4: 1,532 shares 1,532 $647K 0.13% 0 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,821 shares; 2024Q4: 33,369 shares; 2025Q1: 32,099 shares; 2025Q2: 32,099 shares; 2025Q3: 31,149 shares; 2025Q4: 30,949 shares 30,949 $639K 0.13% -200 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: 670 shares; 2024Q4: 460 shares; 2025Q1: 514 shares; 2025Q2: 550 shares; 2025Q3: 586 shares; 2025Q4: 596 shares 596 $638K 0.13% +10 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN 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: 812 shares; 2025Q4: 904 shares 904 $609K 0.12% +92 Timeline AGX ARGAN INC More: the full row for ARGAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,252 shares; 2025Q3: 1,702 shares; 2025Q4: 1,903 shares 1,903 $596K 0.12% +201 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: not reported; 2024Q4: 1,112 shares; 2025Q1: not reported; 2025Q2: 1,627 shares; 2025Q3: 1,819 shares; 2025Q4: 1,949 shares 1,949 $592K 0.12% +130 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: 1,360 shares; 2024Q4: 854 shares; 2025Q1: 854 shares; 2025Q2: 854 shares; 2025Q3: 854 shares; 2025Q4: 854 shares 854 $585K 0.12% 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: 583 shares; 2025Q1: 588 shares; 2025Q2: 544 shares; 2025Q3: 544 shares; 2025Q4: 544 shares 544 $582K 0.12% 0 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,186 shares; 2024Q4: 8,131 shares; 2025Q1: 8,362 shares; 2025Q2: 8,318 shares; 2025Q3: 9,758 shares; 2025Q4: 9,795 shares 9,795 $565K 0.11% +37 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: 10,427 shares; 2024Q4: 10,341 shares; 2025Q1: 10,466 shares; 2025Q2: 10,216 shares; 2025Q3: 9,667 shares; 2025Q4: 8,798 shares 8,798 $562K 0.11% -869 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: 2,221 shares; 2024Q4: 2,230 shares; 2025Q1: 2,406 shares; 2025Q2: 2,406 shares; 2025Q3: 2,411 shares; 2025Q4: 2,535 shares 2,535 $557K 0.11% +124 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: 6,111 shares; 2024Q4: 6,081 shares; 2025Q1: 5,933 shares; 2025Q2: 5,933 shares; 2025Q3: 4,869 shares; 2025Q4: 4,440 shares 4,440 $556K 0.11% -429 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,256 shares; 2024Q4: 16,839 shares; 2025Q1: 9,930 shares; 2025Q2: 11,374 shares; 2025Q3: 14,060 shares; 2025Q4: 10,900 shares 10,900 $555K 0.11% -3,160 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: 1,256 shares; 2024Q4: 1,277 shares; 2025Q1: 1,294 shares; 2025Q2: 950 shares; 2025Q3: 913 shares; 2025Q4: 913 shares 913 $529K 0.11% 0 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,755 shares; 2024Q4: 1,745 shares; 2025Q1: 1,745 shares; 2025Q2: 1,745 shares; 2025Q3: 1,787 shares; 2025Q4: 1,794 shares 1,794 $527K 0.11% +7 Timeline XRT 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: 6,000 shares; 2024Q4: 6,000 shares; 2025Q1: 6,000 shares; 2025Q2: 6,000 shares; 2025Q3: 6,000 shares; 2025Q4: 6,000 shares 6,000 $512K 0.1% 0 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,543 shares; 2025Q3: 5,414 shares; 2025Q4: 5,567 shares 5,567 $509K 0.1% +153 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: 26,282 shares; 2024Q4: 27,685 shares; 2025Q1: 25,690 shares; 2025Q2: 25,197 shares; 2025Q3: 21,622 shares; 2025Q4: 16,899 shares 16,899 $505K 0.1% -4,723 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: 1,493 shares; 2024Q4: 1,493 shares; 2025Q1: 1,493 shares; 2025Q2: 1,493 shares; 2025Q3: 1,493 shares; 2025Q4: 1,493 shares 1,493 $501K 0.1% 0 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: 13,778 shares; 2024Q4: 13,778 shares; 2025Q1: 13,528 shares; 2025Q2: 13,528 shares; 2025Q3: 13,528 shares; 2025Q4: 13,524 shares 13,524 $490K 0.1% -4 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,415 shares; 2024Q4: 8,340 shares; 2025Q1: 8,340 shares; 2025Q2: 8,720 shares; 2025Q3: 8,945 shares; 2025Q4: 9,182 shares 9,182 $490K 0.1% +237 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: 839 shares; 2024Q4: 839 shares; 2025Q1: 839 shares; 2025Q2: 854 shares; 2025Q3: 850 shares; 2025Q4: 850 shares 850 $481K 0.1% 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: not reported; 2024Q4: 4,125 shares; 2025Q1: 5,499 shares; 2025Q2: 7,042 shares; 2025Q3: 6,787 shares; 2025Q4: 7,364 shares 7,364 $477K 0.1% +577 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: 5,102 shares; 2024Q4: 5,153 shares; 2025Q1: 5,153 shares; 2025Q2: 5,063 shares; 2025Q3: 2,753 shares; 2025Q4: 2,753 shares 2,753 $471K 0.1% 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: 12,462 shares; 2024Q4: 13,018 shares; 2025Q1: 12,862 shares; 2025Q2: 12,530 shares; 2025Q3: 12,326 shares; 2025Q4: 11,942 shares 11,942 $458K 0.09% -384 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: 546 shares; 2024Q4: 547 shares; 2025Q1: 553 shares; 2025Q2: 534 shares; 2025Q3: 586 shares; 2025Q4: 2,970 shares 2,970 $455K 0.09% +2,384 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,222 shares; 2025Q3: 5,644 shares; 2025Q4: 6,727 shares 6,727 $453K 0.09% +1,083 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,788 shares; 2024Q4: 5,594 shares; 2025Q1: 5,596 shares; 2025Q2: 3,643 shares; 2025Q3: 3,646 shares; 2025Q4: 3,596 shares 3,596 $453K 0.09% -50 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,509 shares; 2024Q4: 1,509 shares; 2025Q1: 1,509 shares; 2025Q2: 1,509 shares; 2025Q3: 1,509 shares; 2025Q4: 1,492 shares 1,492 $449K 0.09% -17 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,417 shares; 2024Q4: 4,897 shares; 2025Q1: 5,165 shares; 2025Q2: 5,212 shares; 2025Q3: 4,715 shares; 2025Q4: 10,034 shares 10,034 $449K 0.09% +5,319 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,468 shares; 2024Q4: 2,983 shares; 2025Q1: 2,983 shares; 2025Q2: 2,983 shares; 2025Q3: 2,983 shares; 2025Q4: 2,783 shares 2,783 $447K 0.09% -200 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: 14,081 shares; 2024Q4: 14,012 shares; 2025Q1: 13,676 shares; 2025Q2: 13,482 shares; 2025Q3: 11,882 shares; 2025Q4: 10,834 shares 10,834 $436K 0.09% -1,048 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: 11,265 shares; 2024Q4: 11,688 shares; 2025Q1: 12,041 shares; 2025Q2: 11,790 shares; 2025Q3: 10,299 shares; 2025Q4: 8,022 shares 8,022 $432K 0.09% -2,277 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: 8,577 shares; 2024Q4: 9,345 shares; 2025Q1: 9,023 shares; 2025Q2: 7,703 shares; 2025Q3: 6,525 shares; 2025Q4: 6,339 shares 6,339 $425K 0.09% -186 Timeline SBR SABINE RTY TR More: the full row for SABINE RTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,000 shares; 2024Q4: 6,000 shares; 2025Q1: 6,000 shares; 2025Q2: 6,000 shares; 2025Q3: 6,000 shares; 2025Q4: 6,000 shares 6,000 $411K 0.08% 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: 2,839 shares; 2024Q4: 2,390 shares; 2025Q1: 2,390 shares; 2025Q2: 2,290 shares; 2025Q3: 2,291 shares; 2025Q4: 2,292 shares 2,292 $407K 0.08% +1 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,100 shares; 2024Q4: 2,116 shares; 2025Q1: 2,181 shares; 2025Q2: 2,176 shares; 2025Q3: 1,923 shares; 2025Q4: 1,833 shares 1,833 $403K 0.08% -90 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: 29,169 shares; 2024Q4: 27,157 shares; 2025Q1: 23,689 shares; 2025Q2: 22,550 shares; 2025Q3: 20,385 shares; 2025Q4: 16,679 shares 16,679 $390K 0.08% -3,706 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,742 shares 4,742 $387K 0.08% new 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: 5,352 shares; 2024Q4: 4,915 shares; 2025Q1: 4,951 shares; 2025Q2: 5,494 shares; 2025Q3: 4,896 shares; 2025Q4: 3,323 shares 3,323 $378K 0.08% -1,573 Timeline HEDJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,631 shares; 2024Q4: 8,511 shares; 2025Q1: 8,395 shares; 2025Q2: 8,463 shares; 2025Q3: 7,025 shares; 2025Q4: 7,086 shares 7,086 $376K 0.08% +61 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI 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: 344 shares; 2025Q4: 1,305 shares 1,305 $375K 0.08% +961 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,541 shares; 2025Q1: 2,140 shares; 2025Q2: 2,230 shares; 2025Q3: 2,229 shares; 2025Q4: 2,387 shares 2,387 $369K 0.08% +158 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,265 shares; 2025Q4: 2,046 shares 2,046 $369K 0.08% +781 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: 3,930 shares; 2024Q4: 3,970 shares; 2025Q1: 3,970 shares; 2025Q2: 3,970 shares; 2025Q3: 3,870 shares; 2025Q4: 3,620 shares 3,620 $365K 0.07% -250 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: 6,106 shares; 2024Q4: 5,956 shares; 2025Q1: 5,956 shares; 2025Q2: 6,056 shares; 2025Q3: 6,056 shares; 2025Q4: 5,806 shares 5,806 $363K 0.07% -250 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: 1,390 shares; 2024Q4: 1,390 shares; 2025Q1: 1,403 shares; 2025Q2: 1,403 shares; 2025Q3: 1,403 shares; 2025Q4: 1,403 shares 1,403 $361K 0.07% 0 Timeline PPA 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: not reported; 2024Q4: 2,238 shares; 2025Q1: 2,272 shares; 2025Q2: 2,292 shares; 2025Q3: 2,296 shares; 2025Q4: 2,301 shares 2,301 $360K 0.07% +5 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: 2,242 shares; 2024Q4: 2,192 shares; 2025Q1: 2,092 shares; 2025Q2: 2,092 shares; 2025Q3: 2,042 shares; 2025Q4: 1,842 shares 1,842 $360K 0.07% -200 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: 17,263 shares; 2024Q4: 16,057 shares; 2025Q1: 16,320 shares; 2025Q2: 16,320 shares; 2025Q3: 15,520 shares; 2025Q4: 12,656 shares 12,656 $358K 0.07% -2,864 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,551 shares; 2024Q4: 10,161 shares; 2025Q1: 10,161 shares; 2025Q2: 9,811 shares; 2025Q3: 9,811 shares; 2025Q4: 9,811 shares 9,811 $355K 0.07% 0 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: 1,515 shares; 2024Q4: 1,536 shares; 2025Q1: 1,511 shares; 2025Q2: 1,511 shares; 2025Q3: 1,511 shares; 2025Q4: 1,511 shares 1,511 $350K 0.07% 0 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,875 shares; 2025Q4: 9,008 shares 9,008 $349K 0.07% +3,133 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: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares 2,000 $347K 0.07% 0 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,963 shares; 2025Q2: 2,543 shares; 2025Q3: 2,863 shares; 2025Q4: 2,117 shares 2,117 $342K 0.07% -746 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: 3,270 shares; 2024Q4: 2,974 shares; 2025Q1: 2,949 shares; 2025Q2: 2,953 shares; 2025Q3: 2,957 shares; 2025Q4: 2,936 shares 2,936 $339K 0.07% -21 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: 1,165 shares; 2024Q4: 1,299 shares; 2025Q1: 1,299 shares; 2025Q2: 1,165 shares; 2025Q3: 1,165 shares; 2025Q4: 1,165 shares 1,165 $336K 0.07% 0 Timeline EWJ 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: 5,159 shares; 2024Q4: 5,159 shares; 2025Q1: 4,669 shares; 2025Q2: 4,669 shares; 2025Q3: 4,364 shares; 2025Q4: 4,159 shares 4,159 $336K 0.07% -205 Timeline PHG KONINKLIJKE PHILIPS N V More: the full row for KONINKLIJKE PHILIPS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,589 shares; 2024Q4: 15,887 shares; 2025Q1: 15,887 shares; 2025Q2: 16,550 shares; 2025Q3: 14,023 shares; 2025Q4: 12,283 shares 12,283 $333K 0.07% -1,740 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: 933 shares; 2024Q4: 933 shares; 2025Q1: 933 shares; 2025Q2: 933 shares; 2025Q3: 943 shares; 2025Q4: 835 shares 835 $331K 0.07% -108 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: 4,377 shares; 2024Q4: 4,359 shares; 2025Q1: 4,359 shares; 2025Q2: 4,359 shares; 2025Q3: 4,284 shares; 2025Q4: 4,189 shares 4,189 $331K 0.07% -95 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,315 shares; 2024Q4: 4,465 shares; 2025Q1: 4,090 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,715 shares 3,715 $316K 0.06% new Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 696 shares; 2025Q4: 924 shares 924 $314K 0.06% +228 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: 5,739 shares; 2024Q4: 5,719 shares; 2025Q1: 5,751 shares; 2025Q2: 4,944 shares; 2025Q3: 3,624 shares; 2025Q4: 3,552 shares 3,552 $310K 0.06% -72 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: 3,120 shares; 2024Q4: 2,936 shares; 2025Q1: 2,936 shares; 2025Q2: 2,936 shares; 2025Q3: 2,936 shares; 2025Q4: 2,936 shares 2,936 $309K 0.06% 0 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,923 shares; 2024Q4: 3,373 shares; 2025Q1: 3,373 shares; 2025Q2: 3,373 shares; 2025Q3: 3,217 shares; 2025Q4: 3,217 shares 3,217 $309K 0.06% 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: 3,713 shares; 2024Q4: 4,663 shares; 2025Q1: 4,962 shares; 2025Q2: 3,943 shares; 2025Q3: 3,616 shares; 2025Q4: 2,455 shares 2,455 $309K 0.06% -1,161 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: 14,637 shares; 2024Q4: 15,247 shares; 2025Q1: 14,527 shares; 2025Q2: 12,897 shares; 2025Q3: 12,267 shares; 2025Q4: 8,885 shares 8,885 $309K 0.06% -3,382 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,760 shares; 2025Q1: 2,760 shares; 2025Q2: 2,585 shares; 2025Q3: 3,140 shares; 2025Q4: 3,063 shares 3,063 $306K 0.06% -77 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: 2,981 shares; 2024Q4: 2,981 shares; 2025Q1: 2,981 shares; 2025Q2: 2,681 shares; 2025Q3: 2,681 shares; 2025Q4: 2,681 shares 2,681 $301K 0.06% 0 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: 3,350 shares; 2024Q4: 2,975 shares; 2025Q1: 2,975 shares; 2025Q2: 2,972 shares; 2025Q3: 3,025 shares; 2025Q4: 3,025 shares 3,025 $300K 0.06% 0 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,694 shares; 2025Q4: 1,839 shares 1,839 $298K 0.06% +145 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,407 shares; 2024Q4: 5,450 shares; 2025Q1: 5,450 shares; 2025Q2: 5,400 shares; 2025Q3: 5,400 shares; 2025Q4: 5,400 shares 5,400 $292K 0.06% 0 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 610 shares; 2024Q4: 610 shares; 2025Q1: 610 shares; 2025Q2: 610 shares; 2025Q3: 611 shares; 2025Q4: 611 shares 611 $289K 0.06% 0 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,300 shares; 2024Q4: 5,300 shares; 2025Q1: 5,300 shares; 2025Q2: 5,300 shares; 2025Q3: 5,300 shares; 2025Q4: 4,800 shares 4,800 $286K 0.06% -500 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,585 shares; 2024Q4: 7,675 shares; 2025Q1: 7,675 shares; 2025Q2: 5,625 shares; 2025Q3: 5,716 shares; 2025Q4: 5,716 shares 5,716 $286K 0.06% 0 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: 931 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,003 shares; 2025Q3: 1,003 shares; 2025Q4: 1,053 shares 1,053 $272K 0.06% +50 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,660 shares; 2024Q4: 2,660 shares; 2025Q1: 2,660 shares; 2025Q2: 1,645 shares; 2025Q3: 1,695 shares; 2025Q4: 1,715 shares 1,715 $269K 0.05% +20 Timeline SON SONOCO PRODS CO More: the full row for SONOCO PRODS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,625 shares; 2024Q4: 6,625 shares; 2025Q1: 6,625 shares; 2025Q2: 6,625 shares; 2025Q3: 6,625 shares; 2025Q4: 6,125 shares 6,125 $267K 0.05% -500 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: 6,895 shares; 2024Q4: 6,436 shares; 2025Q1: 6,336 shares; 2025Q2: not reported; 2025Q3: 8,336 shares; 2025Q4: 8,336 shares 8,336 $267K 0.05% 0 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,753 shares; 2025Q4: 10,753 shares 10,753 $255K 0.05% 0 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,983 shares; 2024Q4: 2,083 shares; 2025Q1: 2,028 shares; 2025Q2: 1,188 shares; 2025Q3: 1,208 shares; 2025Q4: 1,184 shares 1,184 $254K 0.05% -24 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: 5,000 shares; 2024Q4: not reported; 2025Q1: 4,424 shares; 2025Q2: 3,601 shares; 2025Q3: 3,169 shares; 2025Q4: 3,169 shares 3,169 $251K 0.05% 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: 2,148 shares; 2024Q4: 1,942 shares; 2025Q1: 2,138 shares; 2025Q2: 1,357 shares; 2025Q3: 1,312 shares; 2025Q4: 1,312 shares 1,312 $251K 0.05% 0 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120 shares; 2024Q4: 120 shares; 2025Q1: 120 shares; 2025Q2: 120 shares; 2025Q3: 124 shares; 2025Q4: 124 shares 124 $250K 0.05% 0 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,641 shares; 2024Q4: 3,641 shares; 2025Q1: 3,641 shares; 2025Q2: 3,300 shares; 2025Q3: 3,270 shares; 2025Q4: 3,104 shares 3,104 $246K 0.05% -166 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,556 shares; 2025Q4: 4,181 shares 4,181 $244K 0.05% -375 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 686 shares 686 $242K 0.05% new 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: 3,425 shares; 2024Q4: 3,575 shares; 2025Q1: 3,575 shares; 2025Q2: 3,575 shares; 2025Q3: 3,575 shares; 2025Q4: 3,575 shares 3,575 $236K 0.05% 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: 4,653 shares; 2024Q4: 4,572 shares; 2025Q1: 4,476 shares; 2025Q2: 4,151 shares; 2025Q3: 4,287 shares; 2025Q4: 4,152 shares 4,152 $234K 0.05% -135 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: 3,599 shares; 2024Q4: 3,792 shares; 2025Q1: 3,794 shares; 2025Q2: 3,296 shares; 2025Q3: 2,758 shares; 2025Q4: 2,760 shares 2,760 $232K 0.05% +2 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,697 shares; 2025Q3: 3,719 shares; 2025Q4: 3,719 shares 3,719 $232K 0.05% 0 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,811 shares; 2024Q4: 1,710 shares; 2025Q1: 1,700 shares; 2025Q2: 1,293 shares; 2025Q3: 1,293 shares; 2025Q4: 1,193 shares 1,193 $232K 0.05% -100 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: 1,777 shares; 2024Q4: 1,777 shares; 2025Q1: 1,777 shares; 2025Q2: 1,577 shares; 2025Q3: 1,177 shares; 2025Q4: 1,237 shares 1,237 $230K 0.05% +60 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH 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: 1,601 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,112 shares 1,112 $229K 0.05% new Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,405 shares; 2024Q4: 4,623 shares; 2025Q1: 4,623 shares; 2025Q2: 3,823 shares; 2025Q3: 3,823 shares; 2025Q4: 3,773 shares 3,773 $227K 0.05% -50 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: 12,690 shares; 2024Q4: 12,634 shares; 2025Q1: 12,634 shares; 2025Q2: 11,844 shares; 2025Q3: 10,344 shares; 2025Q4: 4,867 shares 4,867 $226K 0.05% -5,477 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,693 shares; 2024Q4: 8,315 shares; 2025Q1: not reported; 2025Q2: 4,623 shares; 2025Q3: 4,743 shares; 2025Q4: 4,727 shares 4,727 $226K 0.05% -16 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 231 shares; 2025Q3: 251 shares; 2025Q4: 223 shares 223 $225K 0.05% -28 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: 4,183 shares; 2024Q4: 4,183 shares; 2025Q1: 4,183 shares; 2025Q2: 4,183 shares; 2025Q3: 3,033 shares; 2025Q4: 3,033 shares 3,033 $224K 0.05% 0 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 332 shares; 2024Q4: 329 shares; 2025Q1: 330 shares; 2025Q2: 396 shares; 2025Q3: 283 shares; 2025Q4: 290 shares 290 $222K 0.05% +7 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,055 shares; 2024Q4: 2,055 shares; 2025Q1: 2,141 shares; 2025Q2: 2,174 shares; 2025Q3: 2,191 shares; 2025Q4: 2,200 shares 2,200 $220K 0.04% +9 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,694 shares 6,694 $218K 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 606 shares 606 $218K 0.04% new Timeline ISTB 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: 4,379 shares; 2024Q4: 4,379 shares; 2025Q1: 4,379 shares; 2025Q2: 4,379 shares; 2025Q3: 4,379 shares; 2025Q4: 4,379 shares 4,379 $213K 0.04% 0 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,245 shares; 2025Q2: 4,245 shares; 2025Q3: 4,245 shares; 2025Q4: 4,245 shares 4,245 $212K 0.04% 0 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,529 shares; 2025Q4: 1,529 shares 1,529 $208K 0.04% 0 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: 928 shares; 2024Q4: 850 shares; 2025Q1: 850 shares; 2025Q2: 850 shares; 2025Q3: 850 shares; 2025Q4: 850 shares 850 $206K 0.04% 0 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,368 shares; 2025Q3: 1,527 shares; 2025Q4: 1,611 shares 1,611 $206K 0.04% +84 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: 2,866 shares; 2024Q4: 2,866 shares; 2025Q1: 2,766 shares; 2025Q2: 2,766 shares; 2025Q3: 2,766 shares; 2025Q4: 2,766 shares 2,766 $203K 0.04% 0 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,356 shares 2,356 $202K 0.04% new Timeline MGA MAGNA INTL INC More: the full row for MAGNA INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,754 shares; 2024Q4: 5,754 shares; 2025Q1: not reported; 2025Q2: 5,754 shares; 2025Q3: not reported; 2025Q4: 3,754 shares 3,754 $200K 0.04% new Timeline PATH UIPATH INC More: the full row for UIPATH 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: 11,685 shares 11,685 $192K 0.04% new Timeline VOD VODAFONE GROUP PLC More: the full row for VODAFONE GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,238 shares; 2024Q4: 11,723 shares; 2025Q1: 11,427 shares; 2025Q2: 11,427 shares; 2025Q3: 11,318 shares; 2025Q4: 11,231 shares 11,231 $148K 0.03% -87 Timeline BSM BLACK STONE MINERALS L P More: the full row for BLACK STONE MINERALS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,150 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,650 shares; 2025Q3: 10,650 shares; 2025Q4: 10,650 shares 10,650 $142K 0.03% 0 Timeline KRP KIMBELL RTY PARTNERS LP More: the full row for KIMBELL RTY PARTNERS 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: 10,500 shares; 2025Q3: 10,500 shares; 2025Q4: 10,500 shares 10,500 $123K 0.03% 0 Timeline CLNE CLEAN ENERGY FUELS CORP More: the full row for CLEAN ENERGY FUELS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,996 shares; 2024Q4: 52,596 shares; 2025Q1: 46,271 shares; 2025Q2: 46,271 shares; 2025Q3: 46,271 shares; 2025Q4: 46,271 shares 46,271 $97.2K 0.02% 0 Timeline