AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 123,158 shares; 2023Q4: 121,860 shares; 2024Q1: 122,027 shares; 2024Q2: 123,687 shares; 2024Q3: 122,250 shares; 2024Q4: 119,217 shares; 2025Q1: 117,149 shares 117,149 $26M 6.86% -2,068 Timeline ZWS ZURN ELKAY WATER SOLNS CORP More: the full row for ZURN ELKAY WATER SOLNS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 1,688,518 shares; 2023Q4: 1,506,735 shares; 2024Q1: 2,752,656 shares; 2024Q2: 2,080,000 shares; 2024Q3: 688,164 shares; 2024Q4: 688,164 shares; 2025Q1: 688,164 shares 688,164 $22.7M 5.99% 0 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 44,025 shares; 2023Q4: 44,258 shares; 2024Q1: 44,521 shares; 2024Q2: 44,998 shares; 2024Q3: 44,970 shares; 2024Q4: 44,850 shares; 2025Q1: 44,650 shares 44,650 $16.8M 4.42% -200 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; 2023Q2: restricted; 2023Q3: 17,132 shares; 2023Q4: 17,852 shares; 2024Q1: 17,832 shares; 2024Q2: 17,747 shares; 2024Q3: 17,807 shares; 2024Q4: 17,663 shares; 2025Q1: 17,799 shares 17,799 $9.96M 2.63% +136 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; 2023Q2: restricted; 2023Q3: 121,082 shares; 2023Q4: 119,162 shares; 2024Q1: 119,427 shares; 2024Q2: 125,385 shares; 2024Q3: 132,513 shares; 2024Q4: 142,955 shares; 2025Q1: 146,740 shares 146,740 $7.43M 1.96% +3,785 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 10,870 shares; 2023Q4: 10,870 shares; 2024Q1: 10,870 shares; 2024Q2: 10,857 shares; 2024Q3: 10,857 shares; 2024Q4: 10,782 shares; 2025Q1: 10,882 shares 10,882 $7.4M 1.95% +100 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; 2023Q2: restricted; 2023Q3: 26,591 shares; 2023Q4: 26,591 shares; 2024Q1: 27,468 shares; 2024Q2: 27,895 shares; 2024Q3: 27,825 shares; 2024Q4: 27,052 shares; 2025Q1: 26,602 shares 26,602 $6.53M 1.72% -450 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; 2023Q2: restricted; 2023Q3: 10,689 shares; 2023Q4: 10,886 shares; 2024Q1: 11,271 shares; 2024Q2: 11,236 shares; 2024Q3: 11,076 shares; 2024Q4: 11,073 shares; 2025Q1: 10,730 shares 10,730 $5.71M 1.51% -343 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; 2023Q2: restricted; 2023Q3: 9,566 shares; 2023Q4: 9,462 shares; 2024Q1: 10,686 shares; 2024Q2: 10,810 shares; 2024Q3: 10,745 shares; 2024Q4: 10,725 shares; 2025Q1: 10,703 shares 10,703 $5.61M 1.48% -22 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; 2023Q2: restricted; 2023Q3: 21,350 shares; 2023Q4: 21,350 shares; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 21,250 shares; 2024Q4: 20,750 shares; 2025Q1: 20,750 shares 20,750 $5.49M 1.45% 0 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 35,785 shares; 2023Q4: 35,194 shares; 2024Q1: 36,315 shares; 2024Q2: 36,557 shares; 2024Q3: 36,647 shares; 2024Q4: 35,154 shares; 2025Q1: 34,658 shares 34,658 $5.36M 1.41% -496 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; 2023Q2: restricted; 2023Q3: 15,357 shares; 2023Q4: 15,388 shares; 2024Q1: 17,514 shares; 2024Q2: 17,563 shares; 2024Q3: 16,903 shares; 2024Q4: 16,760 shares; 2025Q1: 17,074 shares 17,074 $5.33M 1.41% +314 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; 2023Q2: restricted; 2023Q3: 57,085 shares; 2023Q4: 56,797 shares; 2024Q1: 56,315 shares; 2024Q2: 57,120 shares; 2024Q3: 57,161 shares; 2024Q4: 57,305 shares; 2025Q1: 57,390 shares 57,390 $5.15M 1.36% +85 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; 2023Q2: restricted; 2023Q3: 18,376 shares; 2023Q4: 18,376 shares; 2024Q1: 19,733 shares; 2024Q2: 19,321 shares; 2024Q3: 19,611 shares; 2024Q4: 19,808 shares; 2025Q1: 20,308 shares 20,308 $5.05M 1.33% +500 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 63,615 shares; 2023Q4: 64,197 shares; 2024Q1: 64,218 shares; 2024Q2: 64,220 shares; 2024Q3: 64,116 shares; 2024Q4: 63,733 shares; 2025Q1: 63,955 shares 63,955 $4.96M 1.31% +222 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; 2023Q2: restricted; 2023Q3: 27,320 shares; 2023Q4: 26,881 shares; 2024Q1: 28,404 shares; 2024Q2: 28,307 shares; 2024Q3: 28,153 shares; 2024Q4: 27,707 shares; 2025Q1: 27,077 shares 27,077 $4.87M 1.28% -630 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; 2023Q2: restricted; 2023Q3: 24,794 shares; 2023Q4: 25,782 shares; 2024Q1: 26,112 shares; 2024Q2: 26,112 shares; 2024Q3: 26,137 shares; 2024Q4: 25,687 shares; 2025Q1: 25,101 shares 25,101 $4.78M 1.26% -586 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; 2023Q2: restricted; 2023Q3: 39,401 shares; 2023Q4: 39,609 shares; 2024Q1: 38,959 shares; 2024Q2: 39,255 shares; 2024Q3: 39,481 shares; 2024Q4: 39,232 shares; 2025Q1: 39,253 shares 39,253 $4.67M 1.23% +21 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; 2023Q2: restricted; 2023Q3: 25,178 shares; 2023Q4: 25,178 shares; 2024Q1: 25,178 shares; 2024Q2: 25,178 shares; 2024Q3: 26,159 shares; 2024Q4: 26,089 shares; 2025Q1: 26,985 shares 26,985 $4.6M 1.21% +896 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; 2023Q2: restricted; 2023Q3: 3,727 shares; 2023Q4: 3,802 shares; 2024Q1: 4,882 shares; 2024Q2: 5,051 shares; 2024Q3: 5,077 shares; 2024Q4: 4,925 shares; 2025Q1: 4,805 shares 4,805 $4.54M 1.2% -120 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 17,431 shares; 2023Q4: 17,331 shares; 2024Q1: 51,293 shares; 2024Q2: 51,293 shares; 2024Q3: 50,493 shares; 2024Q4: 50,493 shares; 2025Q1: 51,393 shares 51,393 $4.51M 1.19% +900 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 29,528 shares; 2023Q4: 29,228 shares; 2024Q1: 32,398 shares; 2024Q2: 32,498 shares; 2024Q3: 32,855 shares; 2024Q4: 31,559 shares; 2025Q1: 31,490 shares 31,490 $4.4M 1.16% -69 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 4,366 shares; 2025Q1: 4,310 shares 4,310 $4.08M 1.08% -56 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; 2023Q2: restricted; 2023Q3: 16,231 shares; 2023Q4: 16,131 shares; 2024Q1: 16,151 shares; 2024Q2: 16,151 shares; 2024Q3: 16,171 shares; 2024Q4: 16,176 shares; 2025Q1: 15,966 shares 15,966 $3.96M 1.04% -210 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; 2023Q2: restricted; 2023Q3: 36,639 shares; 2023Q4: 36,539 shares; 2024Q1: 33,985 shares; 2024Q2: 32,335 shares; 2024Q3: 32,183 shares; 2024Q4: 32,398 shares; 2025Q1: 32,021 shares 32,021 $3.9M 1.03% -377 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 27,631 shares; 2023Q4: 26,026 shares; 2024Q1: 25,939 shares; 2024Q2: 25,939 shares; 2024Q3: 25,420 shares; 2024Q4: 24,919 shares; 2025Q1: 23,117 shares 23,117 $3.83M 1.01% -1,802 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; 2023Q2: restricted; 2023Q3: 59,214 shares; 2023Q4: 59,214 shares; 2024Q1: 59,164 shares; 2024Q2: 59,114 shares; 2024Q3: 59,114 shares; 2024Q4: 58,194 shares; 2025Q1: 59,158 shares 59,158 $3.65M 0.96% +964 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 24,186 shares; 2023Q4: 24,186 shares; 2024Q1: 24,186 shares; 2024Q2: 24,186 shares; 2024Q3: 24,186 shares; 2024Q4: 23,986 shares; 2025Q1: 24,086 shares 24,086 $3.61M 0.95% +100 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 11,137 shares; 2023Q4: 11,127 shares; 2024Q1: 11,128 shares; 2024Q2: 11,228 shares; 2024Q3: 11,120 shares; 2024Q4: 11,045 shares; 2025Q1: 11,446 shares 11,446 $3.58M 0.94% +401 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; 2023Q2: restricted; 2023Q3: 29,021 shares; 2023Q4: 29,257 shares; 2024Q1: 29,184 shares; 2024Q2: 27,674 shares; 2024Q3: 27,613 shares; 2024Q4: 26,987 shares; 2025Q1: 26,918 shares 26,918 $3.56M 0.94% -69 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; 2023Q2: restricted; 2023Q3: 12,714 shares; 2023Q4: 12,979 shares; 2024Q1: 12,497 shares; 2024Q2: 12,567 shares; 2024Q3: 12,645 shares; 2024Q4: 12,757 shares; 2025Q1: 12,697 shares 12,697 $3.45M 0.91% -60 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 74,573 shares; 2023Q4: 73,128 shares; 2024Q1: 73,628 shares; 2024Q2: 73,278 shares; 2024Q3: 73,878 shares; 2024Q4: 74,284 shares; 2025Q1: 75,341 shares 75,341 $3.34M 0.88% +1,057 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; 2023Q2: restricted; 2023Q3: 13,389 shares; 2023Q4: 13,408 shares; 2024Q1: 15,411 shares; 2024Q2: 15,996 shares; 2024Q3: 15,961 shares; 2024Q4: 16,179 shares; 2025Q1: 15,654 shares 15,654 $3.16M 0.83% -525 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 41,720 shares; 2023Q4: 41,720 shares; 2024Q1: 41,720 shares; 2024Q2: 41,520 shares; 2024Q3: 41,320 shares; 2024Q4: 41,320 shares; 2025Q1: 41,494 shares 41,494 $3.11M 0.82% +174 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; 2023Q2: restricted; 2023Q3: 12,443 shares; 2023Q4: 12,438 shares; 2024Q1: 12,028 shares; 2024Q2: 11,478 shares; 2024Q3: 11,233 shares; 2024Q4: 10,768 shares; 2025Q1: 10,067 shares 10,067 $3.08M 0.81% -701 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; 2023Q2: restricted; 2023Q3: 43,774 shares; 2023Q4: 42,784 shares; 2024Q1: 42,584 shares; 2024Q2: 42,584 shares; 2024Q3: 42,584 shares; 2024Q4: 42,312 shares; 2025Q1: 43,062 shares 43,062 $3.05M 0.81% +750 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 74,350 shares; 2023Q4: 72,550 shares; 2024Q1: 72,550 shares; 2024Q2: 72,550 shares; 2024Q3: 72,550 shares; 2024Q4: 62,550 shares; 2025Q1: 63,578 shares 63,578 $2.91M 0.77% +1,028 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 2,681 shares; 2023Q4: 2,581 shares; 2024Q1: 2,556 shares; 2024Q2: 26,060 shares; 2024Q3: 26,260 shares; 2024Q4: 25,890 shares; 2025Q1: 26,140 shares 26,140 $2.83M 0.75% +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; 2023Q2: restricted; 2023Q3: 40,839 shares; 2023Q4: 39,839 shares; 2024Q1: 39,839 shares; 2024Q2: 39,939 shares; 2024Q3: 40,299 shares; 2024Q4: 40,665 shares; 2025Q1: 41,125 shares 41,125 $2.78M 0.73% +460 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; 2023Q2: restricted; 2023Q3: 7,274 shares; 2023Q4: 7,345 shares; 2024Q1: 8,953 shares; 2024Q2: 7,995 shares; 2024Q3: 7,941 shares; 2024Q4: 7,331 shares; 2025Q1: 7,295 shares 7,295 $2.67M 0.71% -36 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 82,285 shares; 2023Q4: 70,550 shares; 2024Q1: 72,715 shares; 2024Q2: 75,435 shares; 2024Q3: 74,678 shares; 2024Q4: 66,780 shares; 2025Q1: 63,320 shares 63,320 $2.6M 0.69% -3,460 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; 2023Q2: restricted; 2023Q3: 33,816 shares; 2023Q4: 29,110 shares; 2024Q1: 29,727 shares; 2024Q2: 29,415 shares; 2024Q3: 30,207 shares; 2024Q4: 31,195 shares; 2025Q1: 32,284 shares 32,284 $2.55M 0.67% +1,089 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 31,361 shares; 2023Q4: 25,451 shares; 2024Q1: 25,221 shares; 2024Q2: 25,221 shares; 2024Q3: 25,478 shares; 2024Q4: 25,478 shares; 2025Q1: 26,968 shares 26,968 $2.47M 0.65% +1,490 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 9,338 shares; 2023Q4: 9,446 shares; 2024Q1: 9,796 shares; 2024Q2: 7,751 shares; 2024Q3: 7,693 shares; 2024Q4: 7,251 shares; 2025Q1: 6,926 shares 6,926 $2.43M 0.64% -325 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 17,084 shares; 2023Q4: 16,984 shares; 2024Q1: 16,369 shares; 2024Q2: 15,729 shares; 2024Q3: 15,603 shares; 2024Q4: 15,428 shares; 2025Q1: 15,157 shares 15,157 $2.34M 0.62% -271 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; 2023Q2: restricted; 2023Q3: 36,970 shares; 2023Q4: 35,600 shares; 2024Q1: 35,165 shares; 2024Q2: 34,515 shares; 2024Q3: 34,320 shares; 2024Q4: 34,020 shares; 2025Q1: 33,255 shares 33,255 $2.25M 0.59% -765 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 40,515 shares; 2023Q4: 40,215 shares; 2024Q1: 40,215 shares; 2024Q2: 39,815 shares; 2024Q3: 37,795 shares; 2024Q4: 35,145 shares; 2025Q1: 35,145 shares 35,145 $2.23M 0.59% 0 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 4,692 shares; 2023Q4: 4,698 shares; 2024Q1: 4,438 shares; 2024Q2: 4,577 shares; 2024Q3: 3,686 shares; 2024Q4: 3,751 shares; 2025Q1: 3,751 shares 3,751 $2.06M 0.54% 0 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 6,658 shares; 2023Q4: 6,658 shares; 2024Q1: 6,658 shares; 2024Q2: 6,658 shares; 2024Q3: 6,658 shares; 2024Q4: 6,658 shares; 2025Q1: 6,758 shares 6,758 $2.04M 0.54% +100 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 6,624 shares; 2023Q4: 6,619 shares; 2024Q1: 6,354 shares; 2024Q2: 7,194 shares; 2024Q3: 7,049 shares; 2024Q4: 6,819 shares; 2025Q1: 6,520 shares 6,520 $2.03M 0.54% -299 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; 2023Q2: restricted; 2023Q3: 8,396 shares; 2023Q4: 8,296 shares; 2024Q1: 8,196 shares; 2024Q2: 8,716 shares; 2024Q3: 8,716 shares; 2024Q4: 8,691 shares; 2025Q1: 8,691 shares 8,691 $2.03M 0.53% 0 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 10,500 shares; 2023Q4: 10,346 shares; 2024Q1: 10,309 shares; 2024Q2: 10,304 shares; 2024Q3: 10,229 shares; 2024Q4: 9,914 shares; 2025Q1: 9,667 shares 9,667 $2.03M 0.53% -247 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; 2023Q2: restricted; 2023Q3: 2,976 shares; 2023Q4: 2,976 shares; 2024Q1: 2,966 shares; 2024Q2: 3,466 shares; 2024Q3: 3,464 shares; 2024Q4: 3,464 shares; 2025Q1: 3,506 shares 3,506 $2.02M 0.53% +42 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; 2023Q2: restricted; 2023Q3: 5,700 shares; 2023Q4: 5,700 shares; 2024Q1: 5,700 shares; 2024Q2: 5,700 shares; 2024Q3: 5,700 shares; 2024Q4: 5,700 shares; 2025Q1: 5,700 shares 5,700 $1.94M 0.51% 0 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 16,825 shares; 2023Q4: 16,925 shares; 2024Q1: 15,320 shares; 2024Q2: 29,920 shares; 2024Q3: 29,045 shares; 2024Q4: 28,385 shares; 2025Q1: 29,437 shares 29,437 $1.93M 0.51% +1,052 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 19,800 shares; 2024Q4: 58,380 shares; 2025Q1: 72,270 shares 72,270 $1.9M 0.5% +13,890 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 1,341 shares; 2023Q4: 1,410 shares; 2024Q1: 1,358 shares; 2024Q2: 1,342 shares; 2024Q3: 13,099 shares; 2024Q4: 12,198 shares; 2025Q1: 11,081 shares 11,081 $1.86M 0.49% -1,117 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 11,580 shares; 2023Q4: 11,580 shares; 2024Q1: 11,580 shares; 2024Q2: 11,580 shares; 2024Q3: 11,580 shares; 2024Q4: 11,580 shares; 2025Q1: 11,780 shares 11,780 $1.84M 0.49% +200 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 8,140 shares; 2023Q4: 8,650 shares; 2024Q1: 8,295 shares; 2024Q2: 10,210 shares; 2024Q3: 13,675 shares; 2024Q4: 15,755 shares; 2025Q1: 15,970 shares 15,970 $1.76M 0.47% +215 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; 2023Q2: restricted; 2023Q3: 2,234 shares; 2023Q4: 2,324 shares; 2024Q1: 2,219 shares; 2024Q2: 2,111 shares; 2024Q3: 2,106 shares; 2024Q4: 2,116 shares; 2025Q1: 2,015 shares 2,015 $1.66M 0.44% -101 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 17,393 shares; 2023Q4: 16,924 shares; 2024Q1: 17,350 shares; 2024Q2: 15,379 shares; 2024Q3: 15,713 shares; 2024Q4: 15,323 shares; 2025Q1: 15,577 shares 15,577 $1.63M 0.43% +254 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 11,881 shares; 2023Q4: 11,071 shares; 2024Q1: 11,071 shares; 2024Q2: 11,071 shares; 2024Q3: 11,041 shares; 2024Q4: 11,041 shares; 2025Q1: 11,041 shares 11,041 $1.62M 0.43% 0 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; 2023Q2: restricted; 2023Q3: 200 shares; 2023Q4: 200 shares; 2024Q1: 200 shares; 2024Q2: 200 shares; 2024Q3: 200 shares; 2024Q4: not reported; 2025Q1: 2 shares 2 $1.6M 0.42% new Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 2,626 shares; 2023Q4: 2,626 shares; 2024Q1: 2,914 shares; 2024Q2: 2,979 shares; 2024Q3: 2,999 shares; 2024Q4: 3,074 shares; 2025Q1: 3,079 shares 3,079 $1.57M 0.41% +5 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 3,088 shares; 2023Q4: 3,244 shares; 2024Q1: 3,243 shares; 2024Q2: 3,248 shares; 2024Q3: 3,248 shares; 2024Q4: 3,213 shares; 2025Q1: 3,313 shares 3,313 $1.54M 0.41% +100 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; 2023Q2: restricted; 2023Q3: 15,286 shares; 2023Q4: 14,936 shares; 2024Q1: 14,811 shares; 2024Q2: 14,811 shares; 2024Q3: 14,811 shares; 2024Q4: 14,611 shares; 2025Q1: 14,461 shares 14,461 $1.43M 0.38% -150 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; 2023Q2: restricted; 2023Q3: 13,750 shares; 2023Q4: 13,600 shares; 2024Q1: 13,300 shares; 2024Q2: 12,900 shares; 2024Q3: 12,900 shares; 2024Q4: 12,900 shares; 2025Q1: 13,000 shares 13,000 $1.43M 0.38% +100 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 24,296 shares; 2023Q4: 24,296 shares; 2024Q1: 23,496 shares; 2024Q2: 23,496 shares; 2024Q3: 23,671 shares; 2024Q4: 23,691 shares; 2025Q1: 23,691 shares 23,691 $1.4M 0.37% 0 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; 2023Q2: restricted; 2023Q3: 6,929 shares; 2023Q4: 7,060 shares; 2024Q1: 6,796 shares; 2024Q2: 8,928 shares; 2024Q3: 8,885 shares; 2024Q4: 8,834 shares; 2025Q1: 9,212 shares 9,212 $1.37M 0.36% +378 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; 2023Q2: restricted; 2023Q3: 288 shares; 2023Q4: 310 shares; 2024Q1: 292 shares; 2024Q2: 290 shares; 2024Q3: 290 shares; 2024Q4: 290 shares; 2025Q1: 290 shares 290 $1.34M 0.35% 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; 2023Q2: restricted; 2023Q3: 5,572 shares; 2023Q4: 5,572 shares; 2024Q1: 5,572 shares; 2024Q2: 5,572 shares; 2024Q3: 5,372 shares; 2024Q4: 5,372 shares; 2025Q1: 5,372 shares 5,372 $1.28M 0.34% 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; 2023Q2: restricted; 2023Q3: 6,997 shares; 2023Q4: 7,097 shares; 2024Q1: 7,097 shares; 2024Q2: 7,097 shares; 2024Q3: 7,097 shares; 2024Q4: 7,097 shares; 2025Q1: 7,613 shares 7,613 $1.27M 0.34% +516 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 15,973 shares; 2023Q4: 13,870 shares; 2024Q1: 13,873 shares; 2024Q2: 15,429 shares; 2024Q3: 16,851 shares; 2024Q4: 15,334 shares; 2025Q1: 15,338 shares 15,338 $1.27M 0.33% +4 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 19,904 shares; 2023Q4: 19,704 shares; 2024Q1: 19,704 shares; 2024Q2: 19,704 shares; 2024Q3: 19,704 shares; 2024Q4: 19,704 shares; 2025Q1: 19,704 shares 19,704 $1.24M 0.33% 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; 2023Q2: restricted; 2023Q3: 2,970 shares; 2023Q4: 2,980 shares; 2024Q1: 3,120 shares; 2024Q2: 3,326 shares; 2024Q3: 3,627 shares; 2024Q4: 3,653 shares; 2025Q1: 3,318 shares 3,318 $1.24M 0.33% -335 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 14,934 shares; 2023Q4: 12,244 shares; 2024Q1: 12,614 shares; 2024Q2: 13,104 shares; 2024Q3: 13,239 shares; 2024Q4: 12,844 shares; 2025Q1: 12,844 shares 12,844 $1.22M 0.32% 0 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 9,478 shares; 2023Q4: 9,478 shares; 2024Q1: 9,478 shares; 2024Q2: 9,573 shares; 2024Q3: 9,598 shares; 2024Q4: 9,658 shares; 2025Q1: 9,818 shares 9,818 $1.21M 0.32% +160 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; 2023Q2: restricted; 2023Q3: 22,320 shares; 2023Q4: 21,320 shares; 2024Q1: 21,320 shares; 2024Q2: 18,820 shares; 2024Q3: 18,820 shares; 2024Q4: 18,720 shares; 2025Q1: 19,520 shares 19,520 $1.19M 0.31% +800 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; 2023Q2: restricted; 2023Q3: 3,967 shares; 2023Q4: 4,142 shares; 2024Q1: 5,542 shares; 2024Q2: 5,742 shares; 2024Q3: 5,607 shares; 2024Q4: 4,597 shares; 2025Q1: 4,407 shares 4,407 $1.19M 0.31% -190 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 13,754 shares; 2023Q4: 13,404 shares; 2024Q1: 13,404 shares; 2024Q2: 14,204 shares; 2024Q3: 14,681 shares; 2024Q4: 12,634 shares; 2025Q1: 12,634 shares 12,634 $1.18M 0.31% 0 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; 2023Q2: restricted; 2023Q3: 10,830 shares; 2023Q4: 11,130 shares; 2024Q1: 10,659 shares; 2024Q2: 10,335 shares; 2024Q3: 10,370 shares; 2024Q4: 10,445 shares; 2025Q1: 10,493 shares 10,493 $1.18M 0.31% +48 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 12,440 shares; 2023Q4: 9,990 shares; 2024Q1: 10,290 shares; 2024Q2: 10,310 shares; 2024Q3: 10,635 shares; 2024Q4: 10,370 shares; 2025Q1: 9,920 shares 9,920 $1.17M 0.31% -450 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 3,580 shares; 2023Q4: 3,580 shares; 2024Q1: 3,580 shares; 2024Q2: 3,580 shares; 2024Q3: 3,580 shares; 2024Q4: 3,480 shares; 2025Q1: 3,380 shares 3,380 $1.11M 0.29% -100 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 6,395 shares; 2023Q4: 6,395 shares; 2024Q1: 6,395 shares; 2024Q2: 6,395 shares; 2024Q3: 6,395 shares; 2024Q4: 6,395 shares; 2025Q1: 6,395 shares 6,395 $1.1M 0.29% 0 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 6,502 shares; 2023Q4: 6,502 shares; 2024Q1: 6,482 shares; 2024Q2: 6,482 shares; 2024Q3: 6,457 shares; 2024Q4: 6,437 shares; 2025Q1: 6,347 shares 6,347 $1.09M 0.29% -90 Timeline XSW SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 5,745 shares; 2024Q2: 6,625 shares; 2024Q3: 6,715 shares; 2024Q4: 6,495 shares; 2025Q1: 6,695 shares 6,695 $1.07M 0.28% +200 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 1,790 shares; 2023Q4: 1,765 shares; 2024Q1: 1,765 shares; 2024Q2: 1,765 shares; 2024Q3: 1,720 shares; 2024Q4: 1,570 shares; 2025Q1: 1,570 shares 1,570 $1.06M 0.28% 0 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 2,483 shares; 2023Q4: 2,379 shares; 2024Q1: 2,378 shares; 2024Q2: 2,333 shares; 2024Q3: 2,336 shares; 2024Q4: 2,321 shares; 2025Q1: 2,119 shares 2,119 $1.05M 0.28% -202 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; 2023Q2: restricted; 2023Q3: 4,550 shares; 2023Q4: 4,550 shares; 2024Q1: 4,550 shares; 2024Q2: 4,550 shares; 2024Q3: 4,550 shares; 2024Q4: 4,550 shares; 2025Q1: 4,550 shares 4,550 $1.05M 0.28% 0 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 8,435 shares; 2023Q4: 8,861 shares; 2024Q1: 8,634 shares; 2024Q2: 7,421 shares; 2024Q3: 7,363 shares; 2024Q4: 5,268 shares; 2025Q1: 5,148 shares 5,148 $999K 0.26% -120 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 1,750 shares; 2023Q4: 1,750 shares; 2024Q1: 1,850 shares; 2024Q2: 2,035 shares; 2024Q3: 2,046 shares; 2024Q4: 2,028 shares; 2025Q1: 2,128 shares 2,128 $991K 0.26% +100 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 5,095 shares; 2023Q4: 4,370 shares; 2024Q1: 4,200 shares; 2024Q2: 3,995 shares; 2024Q3: 5,335 shares; 2024Q4: 11,750 shares; 2025Q1: 12,025 shares 12,025 $983K 0.26% +275 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; 2023Q2: restricted; 2023Q3: 10,283 shares; 2023Q4: 10,283 shares; 2024Q1: 10,283 shares; 2024Q2: 10,283 shares; 2024Q3: 10,283 shares; 2024Q4: 9,883 shares; 2025Q1: 9,883 shares 9,883 $963K 0.25% 0 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; 2023Q2: restricted; 2023Q3: 6,570 shares; 2023Q4: 6,321 shares; 2024Q1: 5,505 shares; 2024Q2: 5,470 shares; 2024Q3: 5,470 shares; 2024Q4: 5,470 shares; 2025Q1: 5,470 shares 5,470 $961K 0.25% 0 Timeline QLTY GMO ETF TRUST More: the full row for GMO ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 19,055 shares; 2024Q3: 20,900 shares; 2024Q4: 30,147 shares; 2025Q1: 29,854 shares 29,854 $933K 0.25% -293 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; 2023Q2: restricted; 2023Q3: 8,662 shares; 2023Q4: 9,693 shares; 2024Q1: 11,117 shares; 2024Q2: 11,567 shares; 2024Q3: 11,518 shares; 2024Q4: 11,358 shares; 2025Q1: 11,177 shares 11,177 $927K 0.24% -181 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; 2023Q2: restricted; 2023Q3: 2,785 shares; 2023Q4: 2,785 shares; 2024Q1: 2,785 shares; 2024Q2: 4,465 shares; 2024Q3: 4,560 shares; 2024Q4: 5,259 shares; 2025Q1: 6,343 shares 6,343 $921K 0.24% +1,084 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; 2023Q2: restricted; 2023Q3: 3,796 shares; 2023Q4: 3,997 shares; 2024Q1: 3,997 shares; 2024Q2: 3,931 shares; 2024Q3: 3,938 shares; 2024Q4: 4,288 shares; 2025Q1: 3,723 shares 3,723 $880K 0.23% -565 Timeline MZTI MARZETTI COMPANY More: the full row for MARZETTI COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 2,867 shares; 2023Q4: 2,867 shares; 2024Q1: 2,847 shares; 2024Q2: 2,847 shares; 2024Q3: 4,979 shares; 2024Q4: 4,989 shares; 2025Q1: 4,989 shares 4,989 $873K 0.23% 0 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 1,555 shares; 2023Q4: 1,555 shares; 2024Q1: 1,415 shares; 2024Q2: 1,355 shares; 2024Q3: 5,320 shares; 2024Q4: 5,330 shares; 2025Q1: 4,190 shares 4,190 $861K 0.23% -1,140 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; 2023Q2: restricted; 2023Q3: 10,898 shares; 2023Q4: 10,898 shares; 2024Q1: 11,198 shares; 2024Q2: 11,198 shares; 2024Q3: 11,198 shares; 2024Q4: 11,038 shares; 2025Q1: 12,008 shares 12,008 $860K 0.23% +970 Timeline IMO IMPERIAL OIL LTD More: the full row for IMPERIAL OIL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 11,440 shares; 2023Q4: 12,015 shares; 2024Q1: 12,100 shares; 2024Q2: 12,105 shares; 2024Q3: 12,049 shares; 2024Q4: 12,369 shares; 2025Q1: 11,865 shares 11,865 $858K 0.23% -504 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 44,121 shares; 2023Q4: 39,021 shares; 2024Q1: 36,921 shares; 2024Q2: 36,721 shares; 2024Q3: 36,721 shares; 2024Q4: 32,945 shares; 2025Q1: 33,245 shares 33,245 $842K 0.22% +300 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 8,406 shares; 2023Q4: 10,036 shares; 2024Q1: 10,036 shares; 2024Q2: 10,236 shares; 2024Q3: 10,722 shares; 2024Q4: 9,827 shares; 2025Q1: 9,202 shares 9,202 $838K 0.22% -625 Timeline VRP INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 27,685 shares; 2023Q4: 28,465 shares; 2024Q1: 30,015 shares; 2024Q2: 28,330 shares; 2024Q3: 29,340 shares; 2024Q4: 34,475 shares; 2025Q1: 33,900 shares 33,900 $822K 0.22% -575 Timeline MSA MSA SAFETY INC More: the full row for MSA SAFETY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 5,400 shares; 2023Q4: 5,400 shares; 2024Q1: 5,400 shares; 2024Q2: 5,400 shares; 2024Q3: 5,400 shares; 2024Q4: 5,400 shares; 2025Q1: 5,400 shares 5,400 $792K 0.21% 0 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 5,868 shares; 2023Q4: 5,817 shares; 2024Q1: 5,817 shares; 2024Q2: 5,817 shares; 2024Q3: 5,817 shares; 2024Q4: 5,817 shares; 2025Q1: 5,943 shares 5,943 $788K 0.21% +126 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; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,400 shares; 2024Q2: 1,630 shares; 2024Q3: 1,639 shares; 2024Q4: 1,609 shares; 2025Q1: 1,609 shares 1,609 $779K 0.21% 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; 2023Q2: restricted; 2023Q3: 2,260 shares; 2023Q4: 2,201 shares; 2024Q1: 2,201 shares; 2024Q2: 2,292 shares; 2024Q3: 2,292 shares; 2024Q4: 2,292 shares; 2025Q1: 2,142 shares 2,142 $774K 0.2% -150 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; 2023Q2: restricted; 2023Q3: 5,553 shares; 2023Q4: 4,763 shares; 2024Q1: 4,743 shares; 2024Q2: 4,673 shares; 2024Q3: 4,673 shares; 2024Q4: 4,343 shares; 2025Q1: 4,313 shares 4,313 $747K 0.2% -30 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; 2023Q2: restricted; 2023Q3: 1,104 shares; 2023Q4: 1,170 shares; 2024Q1: 1,510 shares; 2024Q2: 1,570 shares; 2024Q3: 1,574 shares; 2024Q4: 1,477 shares; 2025Q1: 1,497 shares 1,497 $741K 0.2% +20 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; 2023Q2: restricted; 2023Q3: 1,443 shares; 2023Q4: 1,443 shares; 2024Q1: 1,443 shares; 2024Q2: 1,443 shares; 2024Q3: 1,412 shares; 2024Q4: 1,412 shares; 2025Q1: 1,412 shares 1,412 $717K 0.19% 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; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 4,955 shares; 2025Q1: 11,708 shares 11,708 $700K 0.18% +6,753 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 2,132 shares; 2023Q4: 2,132 shares; 2024Q1: 3,052 shares; 2024Q2: 3,292 shares; 2024Q3: 3,797 shares; 2024Q4: 3,807 shares; 2025Q1: 3,832 shares 3,832 $695K 0.18% +25 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; 2023Q2: restricted; 2023Q3: 1,954 shares; 2023Q4: 1,954 shares; 2024Q1: 2,044 shares; 2024Q2: 2,039 shares; 2024Q3: 2,039 shares; 2024Q4: 2,025 shares; 2025Q1: 2,044 shares 2,044 $689K 0.18% +19 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; 2023Q2: restricted; 2023Q3: 21,000 shares; 2023Q4: 21,000 shares; 2024Q1: 21,000 shares; 2024Q2: 21,000 shares; 2024Q3: 21,000 shares; 2024Q4: 22,200 shares; 2025Q1: 22,200 shares 22,200 $688K 0.18% 0 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 18,085 shares; 2023Q4: 16,055 shares; 2024Q1: 15,275 shares; 2024Q2: 11,035 shares; 2024Q3: 10,255 shares; 2024Q4: 7,235 shares; 2025Q1: 6,730 shares 6,730 $688K 0.18% -505 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 3,734 shares; 2023Q4: 3,914 shares; 2024Q1: 3,704 shares; 2024Q2: 4,174 shares; 2024Q3: 4,244 shares; 2024Q4: 4,299 shares; 2025Q1: 2,679 shares 2,679 $679K 0.18% -1,620 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 2,712 shares; 2023Q4: 2,712 shares; 2024Q1: 2,832 shares; 2024Q2: 2,690 shares; 2024Q3: 2,690 shares; 2024Q4: 2,550 shares; 2025Q1: 2,550 shares 2,550 $668K 0.18% 0 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; 2023Q2: restricted; 2023Q3: 1,485 shares; 2023Q4: 2,385 shares; 2024Q1: 2,690 shares; 2024Q2: 3,314 shares; 2024Q3: 3,250 shares; 2024Q4: 2,911 shares; 2025Q1: 2,861 shares 2,861 $668K 0.18% -50 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; 2023Q2: restricted; 2023Q3: 2,681 shares; 2023Q4: 2,681 shares; 2024Q1: 2,661 shares; 2024Q2: 2,661 shares; 2024Q3: 2,661 shares; 2024Q4: 2,661 shares; 2025Q1: 3,161 shares 3,161 $662K 0.17% +500 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; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 435 shares; 2024Q1: 1,445 shares; 2024Q2: 1,535 shares; 2024Q3: 1,645 shares; 2024Q4: 1,445 shares; 2025Q1: 1,445 shares 1,445 $657K 0.17% 0 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 14,396 shares; 2023Q4: 14,836 shares; 2024Q1: 7,011 shares; 2024Q2: 6,101 shares; 2024Q3: 6,637 shares; 2024Q4: 6,332 shares; 2025Q1: 5,901 shares 5,901 $656K 0.17% -431 Timeline ENSG ENSIGN GROUP INC More: the full row for ENSIGN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 2,560 shares; 2023Q4: 3,081 shares; 2024Q1: 3,686 shares; 2024Q2: 3,686 shares; 2024Q3: 3,868 shares; 2024Q4: 4,816 shares; 2025Q1: 5,066 shares 5,066 $656K 0.17% +250 Timeline RS RELIANCE INC More: the full row for RELIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 2,685 shares; 2023Q4: 2,400 shares; 2024Q1: 2,230 shares; 2024Q2: 2,230 shares; 2024Q3: 2,230 shares; 2024Q4: 2,230 shares; 2025Q1: 2,230 shares 2,230 $644K 0.17% 0 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 2,194 shares; 2023Q4: 2,197 shares; 2024Q1: 10,986 shares; 2024Q2: 10,985 shares; 2024Q3: 11,490 shares; 2024Q4: 11,007 shares; 2025Q1: 11,011 shares 11,011 $642K 0.17% +4 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 6,596 shares; 2023Q4: 6,627 shares; 2024Q1: 6,639 shares; 2024Q2: 6,649 shares; 2024Q3: 6,662 shares; 2024Q4: 6,675 shares; 2025Q1: 6,685 shares 6,685 $626K 0.17% +10 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 2,200 shares; 2023Q4: 2,200 shares; 2024Q1: 2,200 shares; 2024Q2: 2,200 shares; 2024Q3: 2,200 shares; 2024Q4: 2,200 shares; 2025Q1: 2,200 shares 2,200 $623K 0.16% 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; 2023Q2: restricted; 2023Q3: 18,070 shares; 2023Q4: 17,770 shares; 2024Q1: 17,770 shares; 2024Q2: 17,770 shares; 2024Q3: 17,770 shares; 2024Q4: 16,570 shares; 2025Q1: 16,720 shares 16,720 $617K 0.16% +150 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 6,055 shares; 2023Q4: 6,055 shares; 2024Q1: 6,055 shares; 2024Q2: 6,055 shares; 2024Q3: 5,655 shares; 2024Q4: 5,655 shares; 2025Q1: 5,508 shares 5,508 $616K 0.16% -147 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 3,035 shares; 2024Q3: 3,550 shares; 2024Q4: 7,660 shares; 2025Q1: 7,695 shares 7,695 $615K 0.16% +35 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; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 3,114 shares; 2025Q1: 3,574 shares 3,574 $593K 0.16% +460 Timeline THO THOR INDS INC More: the full row for THOR INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 11,805 shares; 2023Q4: 12,205 shares; 2024Q1: 12,415 shares; 2024Q2: 12,645 shares; 2024Q3: 12,200 shares; 2024Q4: 8,215 shares; 2025Q1: 7,515 shares 7,515 $570K 0.15% -700 Timeline ARE ALEXANDRIA REAL ESTATE EQ IN More: the full row for ALEXANDRIA REAL ESTATE EQ IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 6,945 shares; 2023Q4: 6,945 shares; 2024Q1: 6,945 shares; 2024Q2: 5,945 shares; 2024Q3: 5,945 shares; 2024Q4: 5,945 shares; 2025Q1: 5,945 shares 5,945 $550K 0.15% 0 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 4,149 shares; 2023Q4: 4,137 shares; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 4,137 shares; 2024Q4: 4,137 shares; 2025Q1: 4,107 shares 4,107 $544K 0.14% -30 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; 2023Q2: restricted; 2023Q3: 7,060 shares; 2023Q4: 7,060 shares; 2024Q1: 7,060 shares; 2024Q2: 7,960 shares; 2024Q3: 7,956 shares; 2024Q4: 8,651 shares; 2025Q1: 8,909 shares 8,909 $540K 0.14% +258 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 5,400 shares; 2023Q4: 5,400 shares; 2024Q1: 5,400 shares; 2024Q2: 5,400 shares; 2024Q3: 5,400 shares; 2024Q4: 5,400 shares; 2025Q1: 5,400 shares 5,400 $533K 0.14% 0 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 10,152 shares; 2023Q4: 7,748 shares; 2024Q1: 6,787 shares; 2024Q2: 6,087 shares; 2024Q3: 6,200 shares; 2024Q4: 6,300 shares; 2025Q1: 6,576 shares 6,576 $528K 0.14% +276 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,845 shares; 2024Q3: 2,630 shares; 2024Q4: 4,560 shares; 2025Q1: 5,080 shares 5,080 $526K 0.14% +520 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; 2023Q2: restricted; 2023Q3: 5,126 shares; 2023Q4: 5,126 shares; 2024Q1: 5,126 shares; 2024Q2: 5,126 shares; 2024Q3: 5,126 shares; 2024Q4: 5,126 shares; 2025Q1: 5,502 shares 5,502 $516K 0.14% +376 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 5,915 shares; 2023Q4: 5,915 shares; 2024Q1: 6,425 shares; 2024Q2: 6,427 shares; 2024Q3: 6,367 shares; 2024Q4: 6,258 shares; 2025Q1: 6,289 shares 6,289 $512K 0.14% +31 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 1,109 shares; 2023Q4: 1,109 shares; 2024Q1: 1,109 shares; 2024Q2: 1,109 shares; 2024Q3: 1,109 shares; 2024Q4: 1,109 shares; 2025Q1: 1,109 shares 1,109 $510K 0.13% 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; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,281 shares; 2024Q2: 1,702 shares; 2024Q3: 1,728 shares; 2024Q4: 1,623 shares; 2025Q1: 1,878 shares 1,878 $504K 0.13% +255 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; 2023Q2: restricted; 2023Q3: 1,472 shares; 2023Q4: 1,472 shares; 2024Q1: 1,472 shares; 2024Q2: 1,472 shares; 2024Q3: 1,472 shares; 2024Q4: 1,472 shares; 2025Q1: 1,522 shares 1,522 $501K 0.13% +50 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 2,332 shares; 2023Q4: 2,327 shares; 2024Q1: 2,327 shares; 2024Q2: 3,377 shares; 2024Q3: 4,207 shares; 2024Q4: 4,582 shares; 2025Q1: 4,582 shares 4,582 $498K 0.13% 0 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; 2023Q2: restricted; 2023Q3: 3,408 shares; 2023Q4: 3,408 shares; 2024Q1: 3,408 shares; 2024Q2: 3,408 shares; 2024Q3: 3,408 shares; 2024Q4: 3,408 shares; 2025Q1: 3,408 shares 3,408 $488K 0.13% 0 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 4,836 shares; 2023Q4: 4,586 shares; 2024Q1: 4,586 shares; 2024Q2: 4,586 shares; 2024Q3: 4,751 shares; 2024Q4: 4,893 shares; 2025Q1: 4,898 shares 4,898 $485K 0.13% +5 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; 2023Q2: restricted; 2023Q3: 1,406 shares; 2023Q4: 1,418 shares; 2024Q1: 1,418 shares; 2024Q2: 1,388 shares; 2024Q3: 1,389 shares; 2024Q4: 1,294 shares; 2025Q1: 1,294 shares 1,294 $480K 0.13% 0 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 8,088 shares; 2023Q4: 8,088 shares; 2024Q1: 8,088 shares; 2024Q2: 9,753 shares; 2024Q3: 9,753 shares; 2024Q4: 10,538 shares; 2025Q1: 10,538 shares 10,538 $477K 0.13% 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; 2023Q2: restricted; 2023Q3: 1,615 shares; 2023Q4: 1,615 shares; 2024Q1: 1,530 shares; 2024Q2: 1,530 shares; 2024Q3: 1,480 shares; 2024Q4: 1,280 shares; 2025Q1: 1,096 shares 1,096 $477K 0.13% -184 Timeline ABM ABM INDS INC More: the full row for ABM INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 10,000 shares; 2023Q4: 10,000 shares; 2024Q1: 10,000 shares; 2024Q2: 10,000 shares; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares 10,000 $474K 0.12% 0 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 2,205 shares; 2023Q4: 2,205 shares; 2024Q1: 2,205 shares; 2024Q2: 2,205 shares; 2024Q3: 2,205 shares; 2024Q4: 2,205 shares; 2025Q1: 2,283 shares 2,283 $473K 0.12% +78 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 3,492 shares; 2023Q4: 3,492 shares; 2024Q1: 3,492 shares; 2024Q2: 3,492 shares; 2024Q3: 3,492 shares; 2024Q4: 3,492 shares; 2025Q1: 3,492 shares 3,492 $469K 0.12% 0 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 8,245 shares; 2023Q4: 5,295 shares; 2024Q1: 5,035 shares; 2024Q2: 4,785 shares; 2024Q3: 4,785 shares; 2024Q4: 4,193 shares; 2025Q1: 4,193 shares 4,193 $466K 0.12% 0 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 6,978 shares; 2023Q4: 6,378 shares; 2024Q1: 3,151 shares; 2024Q2: 2,253 shares; 2024Q3: 2,088 shares; 2024Q4: 2,009 shares; 2025Q1: 1,569 shares 1,569 $463K 0.12% -440 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; 2023Q2: restricted; 2023Q3: 4,698 shares; 2023Q4: 4,693 shares; 2024Q1: 2,945 shares; 2024Q2: 2,400 shares; 2024Q3: 2,105 shares; 2024Q4: 1,400 shares; 2025Q1: 1,300 shares 1,300 $449K 0.12% -100 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 4,117 shares; 2023Q4: 3,517 shares; 2024Q1: 3,521 shares; 2024Q2: 3,524 shares; 2024Q3: 3,529 shares; 2024Q4: 3,534 shares; 2025Q1: 3,537 shares 3,537 $432K 0.11% +3 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 1,797 shares; 2023Q4: 1,843 shares; 2024Q1: 1,887 shares; 2024Q2: 1,869 shares; 2024Q3: 1,872 shares; 2024Q4: 1,522 shares; 2025Q1: 1,110 shares 1,110 $426K 0.11% -412 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; 2023Q2: restricted; 2023Q3: 8,408 shares; 2023Q4: 8,523 shares; 2024Q1: 8,530 shares; 2024Q2: 8,542 shares; 2024Q3: 8,545 shares; 2024Q4: 8,364 shares; 2025Q1: 8,370 shares 8,370 $425K 0.11% +6 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 8,520 shares; 2023Q4: 8,520 shares; 2024Q1: 8,520 shares; 2024Q2: 8,120 shares; 2024Q3: 8,120 shares; 2024Q4: 8,120 shares; 2025Q1: 8,120 shares 8,120 $423K 0.11% 0 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; 2023Q2: restricted; 2023Q3: 14,454 shares; 2023Q4: 14,454 shares; 2024Q1: 14,234 shares; 2024Q2: 14,303 shares; 2024Q3: 14,136 shares; 2024Q4: 13,496 shares; 2025Q1: 12,074 shares 12,074 $422K 0.11% -1,422 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; 2023Q2: restricted; 2023Q3: 3,970 shares; 2023Q4: 2,773 shares; 2024Q1: 2,775 shares; 2024Q2: 2,530 shares; 2024Q3: 2,284 shares; 2024Q4: 2,386 shares; 2025Q1: 2,438 shares 2,438 $421K 0.11% +52 Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 16,250 shares; 2024Q1: 16,250 shares; 2024Q2: 16,250 shares; 2024Q3: 16,250 shares; 2024Q4: 20,060 shares; 2025Q1: 20,060 shares 20,060 $415K 0.11% 0 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; 2023Q2: restricted; 2023Q3: 2,715 shares; 2023Q4: 2,715 shares; 2024Q1: 2,715 shares; 2024Q2: 2,715 shares; 2024Q3: 2,715 shares; 2024Q4: 2,700 shares; 2025Q1: 2,900 shares 2,900 $412K 0.11% +200 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; 2023Q2: restricted; 2023Q3: 26,852 shares; 2023Q4: 26,852 shares; 2024Q1: 26,852 shares; 2024Q2: 26,852 shares; 2024Q3: 26,852 shares; 2024Q4: 26,852 shares; 2025Q1: 26,852 shares 26,852 $403K 0.11% 0 Timeline HOLX HOLOGIC INC More: the full row for HOLOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 11,700 shares; 2023Q4: 11,700 shares; 2024Q1: 11,700 shares; 2024Q2: 11,700 shares; 2024Q3: 11,500 shares; 2024Q4: 6,500 shares; 2025Q1: 6,500 shares 6,500 $402K 0.11% 0 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 5,030 shares; 2024Q1: 5,030 shares; 2024Q2: 5,030 shares; 2024Q3: 5,030 shares; 2024Q4: 5,030 shares; 2025Q1: 5,030 shares 5,030 $394K 0.1% 0 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; 2023Q2: restricted; 2023Q3: 2,307 shares; 2023Q4: 2,257 shares; 2024Q1: 2,257 shares; 2024Q2: 2,257 shares; 2024Q3: 1,990 shares; 2024Q4: 1,990 shares; 2025Q1: 1,826 shares 1,826 $387K 0.1% -164 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; 2023Q2: restricted; 2023Q3: 1,355 shares; 2023Q4: 1,867 shares; 2024Q1: 2,562 shares; 2024Q2: 2,872 shares; 2024Q3: 2,912 shares; 2024Q4: 2,972 shares; 2025Q1: 2,020 shares 2,020 $384K 0.1% -952 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,750 shares; 2024Q3: 1,750 shares; 2024Q4: 1,765 shares; 2025Q1: 1,765 shares 1,765 $383K 0.1% 0 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 4,510 shares; 2023Q4: 3,635 shares; 2024Q1: 3,635 shares; 2024Q2: 3,810 shares; 2024Q3: 3,810 shares; 2024Q4: 3,810 shares; 2025Q1: 3,675 shares 3,675 $381K 0.1% -135 Timeline JHG JANUS HENDERSON GROUP PLC More: the full row for JANUS HENDERSON GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 8,397 shares; 2024Q4: 9,561 shares; 2025Q1: 10,398 shares 10,398 $376K 0.1% +837 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 3,442 shares; 2023Q4: 3,442 shares; 2024Q1: 3,442 shares; 2024Q2: 3,442 shares; 2024Q3: 3,442 shares; 2024Q4: 3,442 shares; 2025Q1: 3,442 shares 3,442 $361K 0.1% 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; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,414 shares; 2025Q1: 2,564 shares 2,564 $358K 0.09% +150 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; 2023Q2: restricted; 2023Q3: 761 shares; 2023Q4: 761 shares; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 761 shares; 2024Q4: 761 shares; 2025Q1: 761 shares 761 $357K 0.09% 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; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 806 shares; 2024Q3: 806 shares; 2024Q4: 806 shares; 2025Q1: 806 shares 806 $353K 0.09% 0 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 7,245 shares; 2023Q4: 6,830 shares; 2024Q1: 8,030 shares; 2024Q2: 8,830 shares; 2024Q3: 9,250 shares; 2024Q4: 11,580 shares; 2025Q1: 11,475 shares 11,475 $353K 0.09% -105 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; 2023Q2: restricted; 2023Q3: 5,023 shares; 2023Q4: 5,423 shares; 2024Q1: 5,423 shares; 2024Q2: 5,423 shares; 2024Q3: 5,423 shares; 2024Q4: 5,123 shares; 2025Q1: 5,323 shares 5,323 $347K 0.09% +200 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; 2023Q2: restricted; 2023Q3: 7,976 shares; 2023Q4: 7,976 shares; 2024Q1: 7,976 shares; 2024Q2: 9,676 shares; 2024Q3: 8,286 shares; 2024Q4: 8,286 shares; 2025Q1: 8,286 shares 8,286 $346K 0.09% 0 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 2,366 shares; 2024Q1: 2,566 shares; 2024Q2: 2,631 shares; 2024Q3: 2,646 shares; 2024Q4: 2,936 shares; 2025Q1: 3,867 shares 3,867 $340K 0.09% +931 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 6,779 shares; 2023Q4: 6,329 shares; 2024Q1: 4,684 shares; 2024Q2: 4,684 shares; 2024Q3: 4,664 shares; 2024Q4: 4,534 shares; 2025Q1: 2,789 shares 2,789 $335K 0.09% -1,745 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 403 shares; 2023Q4: 403 shares; 2024Q1: 374 shares; 2024Q2: 379 shares; 2024Q3: 389 shares; 2024Q4: 314 shares; 2025Q1: 234 shares 234 $335K 0.09% -80 Timeline DISCOVER FINL SVCS DISCOVER FINL SVCS More: the full row for DISCOVER FINL SVCS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,598 shares; 2024Q2: 1,598 shares; 2024Q3: 1,598 shares; 2024Q4: 1,598 shares; 2025Q1: 1,938 shares 1,938 $331K 0.09% +340 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; 2023Q2: restricted; 2023Q3: 2,200 shares; 2023Q4: 2,200 shares; 2024Q1: 2,200 shares; 2024Q2: 2,200 shares; 2024Q3: 2,200 shares; 2024Q4: 2,200 shares; 2025Q1: 2,200 shares 2,200 $321K 0.08% 0 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 1,819 shares; 2023Q4: 1,805 shares; 2024Q1: 1,705 shares; 2024Q2: 1,705 shares; 2024Q3: 1,705 shares; 2024Q4: 1,705 shares; 2025Q1: 1,805 shares 1,805 $317K 0.08% +100 Timeline NSA NATIONAL STORAGE AFFILIATES More: the full row for NATIONAL STORAGE AFFILIATES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 5,209 shares; 2024Q2: 5,840 shares; 2024Q3: 7,000 shares; 2024Q4: 9,021 shares; 2025Q1: 8,007 shares 8,007 $315K 0.08% -1,014 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 5,175 shares; 2024Q1: 5,175 shares; 2024Q2: 5,175 shares; 2024Q3: 5,175 shares; 2024Q4: 5,175 shares; 2025Q1: 5,175 shares 5,175 $307K 0.08% 0 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; 2023Q2: restricted; 2023Q3: 16,580 shares; 2023Q4: 16,680 shares; 2024Q1: 5,370 shares; 2024Q2: 3,620 shares; 2024Q3: 3,200 shares; 2024Q4: 2,675 shares; 2025Q1: 2,230 shares 2,230 $307K 0.08% -445 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 4,076 shares; 2024Q1: 4,070 shares; 2024Q2: 4,030 shares; 2024Q3: 4,110 shares; 2024Q4: 3,820 shares; 2025Q1: 3,820 shares 3,820 $307K 0.08% 0 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 4,165 shares; 2023Q4: 4,165 shares; 2024Q1: 4,165 shares; 2024Q2: 4,165 shares; 2024Q3: 4,165 shares; 2024Q4: 4,165 shares; 2025Q1: 4,165 shares 4,165 $305K 0.08% 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; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 900 shares; 2024Q1: 900 shares; 2024Q2: 900 shares; 2024Q3: 900 shares; 2024Q4: 900 shares; 2025Q1: 900 shares 900 $303K 0.08% 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; 2023Q2: restricted; 2023Q3: 3,746 shares; 2023Q4: 2,628 shares; 2024Q1: 2,608 shares; 2024Q2: 2,443 shares; 2024Q3: 2,483 shares; 2024Q4: 1,983 shares; 2025Q1: 2,293 shares 2,293 $296K 0.08% +310 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; 2023Q2: restricted; 2023Q3: 1,550 shares; 2023Q4: 1,800 shares; 2024Q1: 1,935 shares; 2024Q2: 2,090 shares; 2024Q3: 2,140 shares; 2024Q4: 1,327 shares; 2025Q1: 1,327 shares 1,327 $294K 0.08% 0 Timeline NJR NEW JERSEY RES CORP More: the full row for NEW JERSEY RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 4,673 shares; 2024Q4: 6,145 shares; 2025Q1: 5,996 shares 5,996 $294K 0.08% -149 Timeline INTERPUBLIC GROUP COS INTERPUBLIC GROUP COS More: the full row for INTERPUBLIC GROUP COS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 11,108 shares; 2023Q4: 11,731 shares; 2024Q1: 11,220 shares; 2024Q2: 11,120 shares; 2024Q3: 11,339 shares; 2024Q4: 11,570 shares; 2025Q1: 10,618 shares 10,618 $288K 0.08% -952 HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 6,391 shares; 2025Q1: 10,262 shares 10,262 $284K 0.07% +3,871 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; 2023Q2: restricted; 2023Q3: 2,085 shares; 2023Q4: 2,085 shares; 2024Q1: 2,085 shares; 2024Q2: 2,085 shares; 2024Q3: 2,085 shares; 2024Q4: 2,085 shares; 2025Q1: 2,085 shares 2,085 $283K 0.07% 0 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 763 shares 763 $281K 0.07% new Timeline BIV 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; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 3,671 shares; 2024Q1: 3,671 shares; 2024Q2: 3,671 shares; 2024Q3: 3,671 shares; 2024Q4: 3,671 shares; 2025Q1: 3,671 shares 3,671 $281K 0.07% 0 Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 15,505 shares; 2023Q4: 11,905 shares; 2024Q1: 11,905 shares; 2024Q2: 11,905 shares; 2024Q3: 11,905 shares; 2024Q4: 12,105 shares; 2025Q1: 8,205 shares 8,205 $281K 0.07% -3,900 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 2,930 shares; 2024Q1: 2,930 shares; 2024Q2: 2,930 shares; 2024Q3: 2,930 shares; 2024Q4: 3,460 shares; 2025Q1: 3,460 shares 3,460 $279K 0.07% 0 Timeline TFX TELEFLEX INCORPORATED More: the full row for TELEFLEX INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 2,000 shares; 2023Q4: 2,000 shares; 2024Q1: 2,000 shares; 2024Q2: 2,000 shares; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares 2,000 $276K 0.07% 0 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; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 417 shares 417 $276K 0.07% new Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 2,312 shares; 2023Q4: 2,314 shares; 2024Q1: 2,315 shares; 2024Q2: 2,315 shares; 2024Q3: 2,316 shares; 2024Q4: 2,317 shares; 2025Q1: 2,317 shares 2,317 $272K 0.07% 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; 2023Q2: restricted; 2023Q3: 6,870 shares; 2023Q4: 4,805 shares; 2024Q1: 4,030 shares; 2024Q2: 3,930 shares; 2024Q3: 3,930 shares; 2024Q4: 3,930 shares; 2025Q1: 3,930 shares 3,930 $266K 0.07% 0 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 485 shares; 2024Q2: 636 shares; 2024Q3: 642 shares; 2024Q4: 545 shares; 2025Q1: 424 shares 424 $260K 0.07% -121 Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,795 shares; 2025Q1: 1,918 shares 1,918 $259K 0.07% +123 Timeline CTRE CARETRUST REIT INC More: the full row for CARETRUST REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 6,904 shares; 2024Q4: 8,529 shares; 2025Q1: 8,876 shares 8,876 $254K 0.07% +347 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; 2023Q2: restricted; 2023Q3: 600 shares; 2023Q4: 600 shares; 2024Q1: 600 shares; 2024Q2: 600 shares; 2024Q3: 600 shares; 2024Q4: 600 shares; 2025Q1: 600 shares 600 $252K 0.07% 0 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; 2023Q2: restricted; 2023Q3: 1,050 shares; 2023Q4: 1,050 shares; 2024Q1: 1,050 shares; 2024Q2: 1,050 shares; 2024Q3: 1,050 shares; 2024Q4: 1,050 shares; 2025Q1: 1,050 shares 1,050 $249K 0.07% 0 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 565 shares; 2024Q3: 565 shares; 2024Q4: 565 shares; 2025Q1: 565 shares 565 $245K 0.06% 0 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 400 shares; 2024Q2: 400 shares; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares 400 $243K 0.06% 0 Timeline PGX INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 61,125 shares; 2023Q4: 36,670 shares; 2024Q1: 32,930 shares; 2024Q2: 26,410 shares; 2024Q3: 28,110 shares; 2024Q4: 25,785 shares; 2025Q1: 21,535 shares 21,535 $242K 0.06% -4,250 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 562 shares; 2024Q3: 575 shares; 2024Q4: 657 shares; 2025Q1: 657 shares 657 $241K 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; 2023Q2: restricted; 2023Q3: 1,603 shares; 2023Q4: 1,603 shares; 2024Q1: 1,603 shares; 2024Q2: 1,603 shares; 2024Q3: 1,553 shares; 2024Q4: 1,453 shares; 2025Q1: 1,453 shares 1,453 $239K 0.06% 0 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; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,805 shares; 2025Q1: 1,865 shares 1,865 $238K 0.06% +60 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 9,590 shares; 2024Q4: 8,290 shares; 2025Q1: 8,290 shares 8,290 $237K 0.06% 0 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 5,322 shares; 2024Q1: 5,322 shares; 2024Q2: 5,322 shares; 2024Q3: 5,322 shares; 2024Q4: 5,187 shares; 2025Q1: 5,192 shares 5,192 $236K 0.06% +5 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 3,510 shares; 2023Q4: 3,460 shares; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 3,460 shares; 2024Q4: 2,195 shares; 2025Q1: 2,195 shares 2,195 $229K 0.06% 0 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 6,700 shares; 2025Q1: 6,700 shares 6,700 $229K 0.06% 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; 2023Q2: restricted; 2023Q3: 900 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 990 shares 990 $227K 0.06% new 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; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 1,500 shares; 2024Q1: 1,500 shares; 2024Q2: 1,500 shares; 2024Q3: 1,500 shares; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares 1,500 $221K 0.06% 0 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 3,000 shares; 2023Q4: 3,000 shares; 2024Q1: 3,000 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,600 shares; 2025Q1: 1,600 shares 1,600 $218K 0.06% 0 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 2,545 shares; 2024Q1: 2,545 shares; 2024Q2: 2,545 shares; 2024Q3: 2,545 shares; 2024Q4: not reported; 2025Q1: 2,401 shares 2,401 $216K 0.06% new Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 230 shares; 2025Q1: 230 shares 230 $214K 0.06% 0 Timeline NYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 4,000 shares; 2024Q1: 4,000 shares; 2024Q2: 4,000 shares; 2024Q3: 4,000 shares; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares 4,000 $211K 0.06% 0 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; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,002 shares 1,002 $208K 0.05% new 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; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,200 shares 1,200 $203K 0.05% 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; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 386 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 357 shares; 2025Q1: 357 shares 357 $201K 0.05% 0 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 5,300 shares; 2024Q2: 5,300 shares; 2024Q3: not reported; 2024Q4: 3,750 shares; 2025Q1: 3,750 shares 3,750 $200K 0.05% 0 Timeline AMX AMERICA MOVIL SAB DE CV More: the full row for AMERICA MOVIL SAB DE CV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 11,874 shares; 2023Q4: 11,874 shares; 2024Q1: 11,874 shares; 2024Q2: 11,874 shares; 2024Q3: 11,874 shares; 2024Q4: 11,874 shares; 2025Q1: 11,874 shares 11,874 $169K 0.04% 0 Timeline