HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 405,890 shares; 2024Q4: 402,653 shares; 2025Q1: 400,419 shares; 2025Q2: 396,896 shares; 2025Q3: 393,654 shares; 2025Q4: 387,876 shares 387,876 $181M 12.98% -5,778 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: 301,926 shares; 2024Q4: 300,892 shares; 2025Q1: 288,423 shares; 2025Q2: 286,007 shares; 2025Q3: 284,704 shares; 2025Q4: 264,763 shares 264,763 $133M 9.54% -19,941 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: 212,337 shares; 2024Q4: 216,947 shares; 2025Q1: 211,774 shares; 2025Q2: 210,035 shares; 2025Q3: 204,829 shares; 2025Q4: 203,185 shares 203,185 $63.8M 4.57% -1,644 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: 262,844 shares; 2024Q4: 250,297 shares; 2025Q1: 242,613 shares; 2025Q2: 232,422 shares; 2025Q3: 225,232 shares; 2025Q4: 220,705 shares 220,705 $60M 4.3% -4,527 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,609 shares; 2024Q4: 101,906 shares; 2025Q1: 97,065 shares; 2025Q2: 96,327 shares; 2025Q3: 93,776 shares; 2025Q4: 95,316 shares 95,316 $46.1M 3.3% +1,540 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: 163,630 shares; 2024Q4: 154,177 shares; 2025Q1: 153,658 shares; 2025Q2: 157,342 shares; 2025Q3: 153,996 shares; 2025Q4: 155,346 shares 155,346 $35.9M 2.57% +1,350 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: 37,106 shares; 2024Q4: 37,047 shares; 2025Q1: 37,168 shares; 2025Q2: 37,043 shares; 2025Q3: 35,303 shares; 2025Q4: 35,122 shares 35,122 $30.9M 2.21% -181 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114,264 shares; 2024Q4: 113,369 shares; 2025Q1: 114,558 shares; 2025Q2: 109,574 shares; 2025Q3: 106,919 shares; 2025Q4: 103,579 shares 103,579 $27.8M 1.99% -3,340 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,216 shares; 2024Q4: 32,781 shares; 2025Q1: 32,855 shares; 2025Q2: 32,839 shares; 2025Q3: 32,570 shares; 2025Q4: 32,425 shares 32,425 $26.2M 1.88% -145 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: 143,573 shares; 2024Q4: 144,094 shares; 2025Q1: 142,719 shares; 2025Q2: 141,944 shares; 2025Q3: 138,417 shares; 2025Q4: 136,216 shares 136,216 $25M 1.79% -2,201 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: 65,332 shares; 2024Q4: 66,952 shares; 2025Q1: 64,275 shares; 2025Q2: 64,900 shares; 2025Q3: 63,606 shares; 2025Q4: 64,141 shares 64,141 $22.5M 1.61% +535 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: 116,092 shares; 2024Q4: 116,362 shares; 2025Q1: 115,180 shares; 2025Q2: 109,082 shares; 2025Q3: 104,928 shares; 2025Q4: 103,409 shares 103,409 $21.4M 1.53% -1,519 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: 38,906 shares; 2024Q4: 38,475 shares; 2025Q1: 38,370 shares; 2025Q2: 38,285 shares; 2025Q3: 36,091 shares; 2025Q4: 36,370 shares 36,370 $20.8M 1.49% +279 Timeline PNFP PINNACLE FINL PARTNERS INC More: the full row for PINNACLE FINL PARTNERS 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: 211,897 shares 211,897 $20.2M 1.45% new Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 136,581 shares; 2024Q4: 134,570 shares; 2025Q1: 130,467 shares; 2025Q2: 130,202 shares; 2025Q3: 130,002 shares; 2025Q4: 115,788 shares 115,788 $19.6M 1.41% -14,214 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: 143,532 shares; 2024Q4: 153,389 shares; 2025Q1: 152,092 shares; 2025Q2: 155,207 shares; 2025Q3: 152,319 shares; 2025Q4: 150,831 shares 150,831 $18.2M 1.3% -1,488 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: 64,535 shares; 2024Q4: 64,812 shares; 2025Q1: 64,355 shares; 2025Q2: 63,863 shares; 2025Q3: 56,392 shares; 2025Q4: 59,460 shares 59,460 $17.2M 1.23% +3,068 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: 74,757 shares; 2024Q4: 72,781 shares; 2025Q1: 72,262 shares; 2025Q2: 72,513 shares; 2025Q3: 70,753 shares; 2025Q4: 70,653 shares 70,653 $17M 1.22% -100 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: 172,553 shares; 2024Q4: 171,734 shares; 2025Q1: 160,145 shares; 2025Q2: 158,095 shares; 2025Q3: 156,389 shares; 2025Q4: 142,458 shares 142,458 $15M 1.08% -13,931 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: 18,317 shares; 2024Q4: 20,250 shares; 2025Q1: 20,143 shares; 2025Q2: 19,275 shares; 2025Q3: 18,887 shares; 2025Q4: 21,933 shares 21,933 $14.5M 1.04% +3,046 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: 85,861 shares; 2024Q4: 79,730 shares; 2025Q1: 75,033 shares; 2025Q2: 75,208 shares; 2025Q3: 75,950 shares; 2025Q4: 77,275 shares 77,275 $14.4M 1.03% +1,325 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: 166,192 shares; 2024Q4: 163,487 shares; 2025Q1: 129,831 shares; 2025Q2: 128,011 shares; 2025Q3: 123,091 shares; 2025Q4: 119,966 shares 119,966 $13.4M 0.96% -3,125 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: 184,273 shares; 2024Q4: 184,657 shares; 2025Q1: 184,322 shares; 2025Q2: 185,927 shares; 2025Q3: 184,385 shares; 2025Q4: 180,980 shares 180,980 $13.3M 0.96% -3,405 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: 122,704 shares; 2024Q4: 121,950 shares; 2025Q1: 120,829 shares; 2025Q2: 122,728 shares; 2025Q3: 118,562 shares; 2025Q4: 116,947 shares 116,947 $13.3M 0.95% -1,615 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: 88,209 shares; 2024Q4: 88,190 shares; 2025Q1: 87,478 shares; 2025Q2: 85,403 shares; 2025Q3: 84,606 shares; 2025Q4: 85,697 shares 85,697 $12.3M 0.88% +1,091 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,660 shares; 2024Q4: 58,665 shares; 2025Q1: 62,656 shares; 2025Q2: 62,261 shares; 2025Q3: 121,729 shares; 2025Q4: 123,119 shares 123,119 $12.2M 0.88% +1,390 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: 69,478 shares; 2024Q4: 71,294 shares; 2025Q1: 70,853 shares; 2025Q2: 69,392 shares; 2025Q3: 69,836 shares; 2025Q4: 71,956 shares 71,956 $11.5M 0.83% +2,120 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,810 shares; 2024Q4: 59,200 shares; 2025Q1: 56,814 shares; 2025Q2: 54,567 shares; 2025Q3: 53,790 shares; 2025Q4: 53,690 shares 53,690 $11.4M 0.82% -100 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: 44,369 shares; 2024Q4: 44,942 shares; 2025Q1: 44,232 shares; 2025Q2: 44,431 shares; 2025Q3: 43,349 shares; 2025Q4: 58,307 shares 58,307 $11.4M 0.81% +14,958 Timeline CXW CORECIVIC INC More: the full row for CORECIVIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 468,291 shares; 2024Q4: 455,291 shares; 2025Q1: 448,937 shares; 2025Q2: 445,106 shares; 2025Q3: 485,145 shares; 2025Q4: 582,558 shares 582,558 $11.1M 0.8% +97,413 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125,920 shares; 2024Q4: 122,455 shares; 2025Q1: 120,698 shares; 2025Q2: 121,456 shares; 2025Q3: 115,790 shares; 2025Q4: 113,053 shares 113,053 $10.9M 0.78% -2,737 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: 24,087 shares; 2024Q4: 24,637 shares; 2025Q1: 27,587 shares; 2025Q2: 25,865 shares; 2025Q3: 28,889 shares; 2025Q4: 31,502 shares 31,502 $10.2M 0.73% +2,613 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: 209,586 shares; 2024Q4: 210,376 shares; 2025Q1: 196,298 shares; 2025Q2: 196,010 shares; 2025Q3: 189,097 shares; 2025Q4: 183,278 shares 183,278 $9.87M 0.71% -5,819 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 166,197 shares; 2024Q4: 164,904 shares; 2025Q1: 163,397 shares; 2025Q2: 175,709 shares; 2025Q3: 171,034 shares; 2025Q4: 171,186 shares 171,186 $9.42M 0.67% +152 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: 98,334 shares; 2024Q4: 98,669 shares; 2025Q1: 97,270 shares; 2025Q2: 93,492 shares; 2025Q3: 92,570 shares; 2025Q4: 89,285 shares 89,285 $9.4M 0.67% -3,285 Timeline VSAT VIASAT INC More: the full row for VIASAT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 243,500 shares; 2024Q4: 226,500 shares; 2025Q1: 194,000 shares; 2025Q2: 278,500 shares; 2025Q3: 278,500 shares; 2025Q4: 254,500 shares 254,500 $8.77M 0.63% -24,000 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: 26,972 shares; 2024Q4: 28,779 shares; 2025Q1: 27,842 shares; 2025Q2: 27,751 shares; 2025Q3: 26,028 shares; 2025Q4: 25,397 shares 25,397 $8.74M 0.63% -631 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: 292,123 shares; 2024Q4: 266,415 shares; 2025Q1: 240,150 shares; 2025Q2: 248,113 shares; 2025Q3: 238,743 shares; 2025Q4: 229,993 shares 229,993 $8.49M 0.61% -8,750 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: 35,493 shares; 2024Q4: 35,376 shares; 2025Q1: 35,008 shares; 2025Q2: 32,922 shares; 2025Q3: 33,346 shares; 2025Q4: 40,151 shares 40,151 $7.83M 0.56% +6,805 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,215 shares; 2024Q4: 515 shares; 2025Q1: not reported; 2025Q2: 19,720 shares; 2025Q3: 26,387 shares; 2025Q4: 27,207 shares 27,207 $7.21M 0.52% +820 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: 23,448 shares; 2024Q4: 23,400 shares; 2025Q1: 23,009 shares; 2025Q2: 22,929 shares; 2025Q3: 22,354 shares; 2025Q4: 21,900 shares 21,900 $7.17M 0.51% -454 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 212,285 shares; 2024Q4: 260,947 shares; 2025Q1: 260,440 shares; 2025Q2: 259,300 shares; 2025Q3: 259,300 shares; 2025Q4: 259,300 shares 259,300 $7.03M 0.5% 0 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 268,882 shares; 2024Q4: 258,760 shares; 2025Q1: 257,132 shares; 2025Q2: 265,801 shares; 2025Q3: 257,314 shares; 2025Q4: 243,745 shares 243,745 $6.89M 0.49% -13,569 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 124,002 shares; 2024Q4: 115,784 shares; 2025Q1: 115,784 shares; 2025Q2: 110,284 shares; 2025Q3: 108,784 shares; 2025Q4: 148,998 shares 148,998 $6.84M 0.49% +40,214 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: 12,641 shares; 2024Q4: 11,726 shares; 2025Q1: 11,551 shares; 2025Q2: 19,158 shares; 2025Q3: 20,081 shares; 2025Q4: 19,712 shares 19,712 $6.51M 0.47% -369 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,475 shares; 2024Q4: 25,570 shares; 2025Q1: 46,277 shares; 2025Q2: 63,405 shares; 2025Q3: 64,477 shares; 2025Q4: 73,377 shares 73,377 $6.48M 0.46% +8,900 Timeline WTM WHITE MTNS INS GROUP LTD More: the full row for WHITE MTNS INS GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,283 shares; 2024Q4: 3,280 shares; 2025Q1: 3,148 shares; 2025Q2: 3,148 shares; 2025Q3: 3,148 shares; 2025Q4: 3,103 shares 3,103 $6.45M 0.46% -45 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: 99,012 shares; 2024Q4: 89,892 shares; 2025Q1: 88,295 shares; 2025Q2: 85,927 shares; 2025Q3: 84,365 shares; 2025Q4: 80,729 shares 80,729 $6.22M 0.45% -3,636 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: 25,222 shares; 2024Q4: 27,736 shares; 2025Q1: 28,080 shares; 2025Q2: 28,723 shares; 2025Q3: 27,965 shares; 2025Q4: 28,165 shares 28,165 $6.12M 0.44% +200 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: 24,343 shares; 2024Q4: 18,040 shares; 2025Q1: 18,968 shares; 2025Q2: 18,858 shares; 2025Q3: 19,711 shares; 2025Q4: 19,504 shares 19,504 $6.1M 0.44% -207 Timeline CMP COMPASS MINERALS INTL INC More: the full row for COMPASS MINERALS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 360,000 shares; 2024Q4: 345,000 shares; 2025Q1: 345,000 shares; 2025Q2: 340,000 shares; 2025Q3: 340,000 shares; 2025Q4: 310,750 shares 310,750 $6.1M 0.44% -29,250 Timeline TGNA TEGNA INC More: the full row for TEGNA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 310,795 shares; 2024Q4: 300,870 shares; 2025Q1: 286,945 shares; 2025Q2: 266,295 shares; 2025Q3: 334,815 shares; 2025Q4: 305,115 shares 305,115 $5.92M 0.42% -29,700 Timeline PINK SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 147,370 shares; 2024Q4: 148,780 shares; 2025Q1: 147,562 shares; 2025Q2: 147,562 shares; 2025Q3: 150,802 shares; 2025Q4: 160,652 shares 160,652 $5.88M 0.42% +9,850 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: 36,558 shares; 2024Q4: 36,363 shares; 2025Q1: 36,363 shares; 2025Q2: 36,184 shares; 2025Q3: 36,086 shares; 2025Q4: 35,904 shares 35,904 $5.75M 0.41% -182 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: 25,205 shares; 2024Q4: 34,450 shares; 2025Q1: 36,025 shares; 2025Q2: 41,700 shares; 2025Q3: 42,583 shares; 2025Q4: 65,208 shares 65,208 $5.41M 0.39% +22,625 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: 58,896 shares; 2024Q4: 58,396 shares; 2025Q1: 57,896 shares; 2025Q2: 57,406 shares; 2025Q3: 56,131 shares; 2025Q4: 56,121 shares 56,121 $5.23M 0.37% -10 Timeline JEF JEFFERIES FINANCIAL GROUP IN More: the full row for JEFFERIES FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,740 shares; 2024Q4: 110,236 shares; 2025Q1: 104,690 shares; 2025Q2: 97,690 shares; 2025Q3: 91,051 shares; 2025Q4: 83,811 shares 83,811 $5.19M 0.37% -7,240 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: 68,611 shares; 2024Q4: 79,495 shares; 2025Q1: 78,893 shares; 2025Q2: 77,462 shares; 2025Q3: 79,031 shares; 2025Q4: 72,698 shares 72,698 $5.08M 0.36% -6,333 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: 14,592 shares; 2024Q4: 14,587 shares; 2025Q1: 14,392 shares; 2025Q2: 14,261 shares; 2025Q3: 14,101 shares; 2025Q4: 14,318 shares 14,318 $5.03M 0.36% +217 Timeline GHC GRAHAM HLDGS CO More: the full row for GRAHAM HLDGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,100 shares; 2024Q4: 5,100 shares; 2025Q1: 4,500 shares; 2025Q2: 4,500 shares; 2025Q3: 4,500 shares; 2025Q4: 4,500 shares 4,500 $4.94M 0.35% 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: 104,456 shares; 2024Q4: 146,902 shares; 2025Q1: 145,449 shares; 2025Q2: 138,849 shares; 2025Q3: 135,524 shares; 2025Q4: 128,724 shares 128,724 $4.94M 0.35% -6,800 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: 35,369 shares; 2024Q4: 37,317 shares; 2025Q1: 37,041 shares; 2025Q2: 37,041 shares; 2025Q3: 34,387 shares; 2025Q4: 32,363 shares 32,363 $4.93M 0.35% -2,024 Timeline IAK 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: 34,140 shares; 2024Q4: 34,495 shares; 2025Q1: 33,745 shares; 2025Q2: 38,338 shares; 2025Q3: 35,608 shares; 2025Q4: 35,208 shares 35,208 $4.79M 0.34% -400 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,469 shares; 2024Q4: 84,909 shares; 2025Q1: 87,049 shares; 2025Q2: 86,434 shares; 2025Q3: 88,660 shares; 2025Q4: 88,989 shares 88,989 $4.78M 0.34% +329 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: 17,393 shares; 2024Q4: 19,557 shares; 2025Q1: 19,693 shares; 2025Q2: 19,566 shares; 2025Q3: 19,286 shares; 2025Q4: 20,860 shares 20,860 $4.77M 0.34% +1,574 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,523 shares; 2024Q4: 17,433 shares; 2025Q1: 17,433 shares; 2025Q2: 17,433 shares; 2025Q3: 17,371 shares; 2025Q4: 15,769 shares 15,769 $4.57M 0.33% -1,602 Timeline VTS VITESSE ENERGY INC More: the full row for VITESSE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 130,480 shares; 2024Q4: 130,480 shares; 2025Q1: 130,480 shares; 2025Q2: 128,480 shares; 2025Q3: 128,480 shares; 2025Q4: 233,470 shares 233,470 $4.5M 0.32% +104,990 Timeline ADT ADT INC DEL More: the full row for ADT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 571,099 shares; 2024Q4: 567,074 shares; 2025Q1: 565,209 shares; 2025Q2: 550,416 shares; 2025Q3: 549,224 shares; 2025Q4: 556,095 shares 556,095 $4.49M 0.32% +6,871 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,892 shares; 2024Q4: 36,280 shares; 2025Q1: 36,165 shares; 2025Q2: 36,049 shares; 2025Q3: 36,124 shares; 2025Q4: 35,928 shares 35,928 $4.32M 0.31% -196 Timeline GEO GEO GROUP INC More: the full row for GEO GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 269,000 shares; 2024Q4: 265,500 shares; 2025Q1: 265,500 shares; 2025Q2: 265,500 shares; 2025Q3: 265,500 shares; 2025Q4: 265,500 shares 265,500 $4.28M 0.31% 0 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,227 shares; 2024Q4: 64,326 shares; 2025Q1: 64,476 shares; 2025Q2: 62,526 shares; 2025Q3: 62,934 shares; 2025Q4: 65,846 shares 65,846 $4.2M 0.3% +2,912 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: 13,537 shares; 2024Q4: 13,807 shares; 2025Q1: 13,623 shares; 2025Q2: 13,837 shares; 2025Q3: 13,473 shares; 2025Q4: 13,373 shares 13,373 $4.09M 0.29% -100 Timeline BKD BROOKDALE SR LIVING INC More: the full row for BROOKDALE SR LIVING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 477,995 shares; 2024Q4: 441,995 shares; 2025Q1: 436,995 shares; 2025Q2: 406,995 shares; 2025Q3: 406,995 shares; 2025Q4: 376,585 shares 376,585 $4.06M 0.29% -30,410 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: 7,898 shares; 2024Q4: 8,143 shares; 2025Q1: 14,724 shares; 2025Q2: 16,326 shares; 2025Q3: 16,089 shares; 2025Q4: 17,749 shares 17,749 $4.06M 0.29% +1,660 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: 48,240 shares; 2024Q4: 47,965 shares; 2025Q1: 47,843 shares; 2025Q2: 47,371 shares; 2025Q3: 47,013 shares; 2025Q4: 46,915 shares 46,915 $3.95M 0.28% -98 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: 35,673 shares; 2024Q4: 35,744 shares; 2025Q1: 33,019 shares; 2025Q2: 31,828 shares; 2025Q3: 31,553 shares; 2025Q4: 31,528 shares 31,528 $3.95M 0.28% -25 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: 56,480 shares; 2024Q4: 56,727 shares; 2025Q1: 55,377 shares; 2025Q2: 51,685 shares; 2025Q3: 50,214 shares; 2025Q4: 49,555 shares 49,555 $3.93M 0.28% -659 Timeline NHI NATIONAL HEALTH INVS INC More: the full row for NATIONAL HEALTH INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,140 shares; 2024Q4: 72,517 shares; 2025Q1: 63,431 shares; 2025Q2: 62,431 shares; 2025Q3: 59,318 shares; 2025Q4: 51,220 shares 51,220 $3.91M 0.28% -8,098 Timeline HSIC SCHEIN HENRY INC More: the full row for SCHEIN HENRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,265 shares; 2024Q4: 27,315 shares; 2025Q1: 36,185 shares; 2025Q2: 52,335 shares; 2025Q3: 53,300 shares; 2025Q4: 51,370 shares 51,370 $3.88M 0.28% -1,930 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: 13,198 shares; 2024Q4: 13,588 shares; 2025Q1: 13,344 shares; 2025Q2: 12,565 shares; 2025Q3: 12,565 shares; 2025Q4: 12,515 shares 12,515 $3.71M 0.27% -50 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,854 shares; 2024Q4: 21,851 shares; 2025Q1: 20,410 shares; 2025Q2: 20,410 shares; 2025Q3: 20,385 shares; 2025Q4: 18,385 shares 18,385 $3.7M 0.27% -2,000 Timeline CLF CLEVELAND-CLIFFS INC NEW More: the full row for CLEVELAND-CLIFFS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 122,000 shares; 2025Q1: 122,000 shares; 2025Q2: 297,019 shares; 2025Q3: 297,019 shares; 2025Q4: 272,000 shares 272,000 $3.61M 0.26% -25,019 Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,383 shares; 2024Q4: 73,383 shares; 2025Q1: 68,383 shares; 2025Q2: 68,383 shares; 2025Q3: 68,383 shares; 2025Q4: 64,883 shares 64,883 $3.4M 0.24% -3,500 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: 28,237 shares; 2024Q4: 28,052 shares; 2025Q1: 27,614 shares; 2025Q2: 27,589 shares; 2025Q3: 26,239 shares; 2025Q4: 24,689 shares 24,689 $3.11M 0.22% -1,550 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,094 shares; 2024Q4: 86,410 shares; 2025Q1: 85,835 shares; 2025Q2: 106,031 shares; 2025Q3: 127,296 shares; 2025Q4: 45,503 shares 45,503 $3.06M 0.22% -81,793 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: 58,301 shares; 2024Q4: 59,149 shares; 2025Q1: 59,147 shares; 2025Q2: 58,952 shares; 2025Q3: 58,494 shares; 2025Q4: 60,280 shares 60,280 $2.97M 0.21% +1,786 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,078 shares; 2024Q4: 32,195 shares; 2025Q1: 28,229 shares; 2025Q2: 28,229 shares; 2025Q3: 26,355 shares; 2025Q4: 23,177 shares 23,177 $2.96M 0.21% -3,178 Timeline NOV NOV INC More: the full row for NOV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 222,000 shares; 2024Q4: 222,000 shares; 2025Q1: 209,000 shares; 2025Q2: 209,000 shares; 2025Q3: 197,000 shares; 2025Q4: 180,800 shares 180,800 $2.83M 0.2% -16,200 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: 82,811 shares; 2024Q4: 81,293 shares; 2025Q1: 80,443 shares; 2025Q2: 79,723 shares; 2025Q3: 78,648 shares; 2025Q4: 78,698 shares 78,698 $2.73M 0.2% +50 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,352 shares; 2024Q4: 12,869 shares; 2025Q1: 13,219 shares; 2025Q2: 13,844 shares; 2025Q3: 14,334 shares; 2025Q4: 14,734 shares 14,734 $2.71M 0.19% +400 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,660 shares; 2024Q4: 49,410 shares; 2025Q1: 49,859 shares; 2025Q2: 51,134 shares; 2025Q3: 50,276 shares; 2025Q4: 50,051 shares 50,051 $2.67M 0.19% -225 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: 3,417 shares; 2024Q4: 5,512 shares; 2025Q1: 5,424 shares; 2025Q2: 5,424 shares; 2025Q3: 5,437 shares; 2025Q4: 5,424 shares 5,424 $2.57M 0.18% -13 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: 6,265 shares; 2024Q4: 6,537 shares; 2025Q1: 6,537 shares; 2025Q2: 6,537 shares; 2025Q3: 6,502 shares; 2025Q4: 6,502 shares 6,502 $2.41M 0.17% 0 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,254 shares; 2024Q4: 38,511 shares; 2025Q1: 36,561 shares; 2025Q2: 36,571 shares; 2025Q3: 36,021 shares; 2025Q4: 34,601 shares 34,601 $2.4M 0.17% -1,420 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: 22,928 shares; 2024Q4: 23,237 shares; 2025Q1: 22,437 shares; 2025Q2: 21,712 shares; 2025Q3: 21,012 shares; 2025Q4: 20,467 shares 20,467 $2.4M 0.17% -545 Timeline OIH 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: 8,538 shares; 2024Q4: 8,748 shares; 2025Q1: 8,698 shares; 2025Q2: 8,238 shares; 2025Q3: 8,188 shares; 2025Q4: 8,363 shares 8,363 $2.38M 0.17% +175 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: 1,787 shares; 2024Q4: 2,518 shares; 2025Q1: 2,000 shares; 2025Q2: 2,384 shares; 2025Q3: 2,705 shares; 2025Q4: 2,750 shares 2,750 $2.37M 0.17% +45 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: 126,241 shares; 2024Q4: 111,745 shares; 2025Q1: 115,269 shares; 2025Q2: 106,283 shares; 2025Q3: 104,618 shares; 2025Q4: 93,684 shares 93,684 $2.33M 0.17% -10,934 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,596 shares; 2024Q4: 19,446 shares; 2025Q1: 19,271 shares; 2025Q2: 19,871 shares; 2025Q3: 19,071 shares; 2025Q4: 17,371 shares 17,371 $2.21M 0.16% -1,700 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: 32,336 shares; 2024Q4: 34,687 shares; 2025Q1: 81,309 shares; 2025Q2: 82,859 shares; 2025Q3: 86,219 shares; 2025Q4: 86,969 shares 86,969 $2.16M 0.15% +750 Timeline SPYV 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: 61,156 shares; 2024Q4: 52,756 shares; 2025Q1: 52,756 shares; 2025Q2: 43,756 shares; 2025Q3: 40,106 shares; 2025Q4: 36,956 shares 36,956 $2.1M 0.15% -3,150 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: 2,620 shares; 2024Q4: 2,620 shares; 2025Q1: 2,620 shares; 2025Q2: 2,620 shares; 2025Q3: 2,620 shares; 2025Q4: 2,520 shares 2,520 $2.07M 0.15% -100 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,507 shares; 2024Q4: 10,182 shares; 2025Q1: 10,049 shares; 2025Q2: 9,999 shares; 2025Q3: 9,999 shares; 2025Q4: 9,799 shares 9,799 $2.06M 0.15% -200 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 126 shares; 2025Q1: not reported; 2025Q2: 1,808 shares; 2025Q3: 5,900 shares; 2025Q4: 5,875 shares 5,875 $2.06M 0.15% -25 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: 15,857 shares; 2024Q4: 16,589 shares; 2025Q1: 15,589 shares; 2025Q2: 15,404 shares; 2025Q3: 15,524 shares; 2025Q4: 14,254 shares 14,254 $2.05M 0.15% -1,270 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: 721 shares; 2024Q4: 2,403 shares; 2025Q1: 2,393 shares; 2025Q2: 2,307 shares; 2025Q3: 2,944 shares; 2025Q4: 2,944 shares 2,944 $2.02M 0.14% 0 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,344 shares; 2024Q4: 4,344 shares; 2025Q1: 4,344 shares; 2025Q2: 4,809 shares; 2025Q3: 4,559 shares; 2025Q4: 5,084 shares 5,084 $2.01M 0.14% +525 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,685 shares; 2024Q4: 36,360 shares; 2025Q1: 35,910 shares; 2025Q2: 42,160 shares; 2025Q3: 35,660 shares; 2025Q4: 36,460 shares 36,460 $1.99M 0.14% +800 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,833 shares; 2024Q4: 26,029 shares; 2025Q1: 25,711 shares; 2025Q2: 25,503 shares; 2025Q3: 26,685 shares; 2025Q4: 23,064 shares 23,064 $1.99M 0.14% -3,621 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: 2,638 shares; 2024Q4: 2,648 shares; 2025Q1: 2,697 shares; 2025Q2: 2,732 shares; 2025Q3: 2,812 shares; 2025Q4: 2,812 shares 2,812 $1.92M 0.14% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,142 shares; 2024Q4: 8,001 shares; 2025Q1: 6,678 shares; 2025Q2: 6,678 shares; 2025Q3: 6,667 shares; 2025Q4: 6,532 shares 6,532 $1.86M 0.13% -135 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: 119,211 shares; 2024Q4: 117,876 shares; 2025Q1: 116,174 shares; 2025Q2: 90,674 shares; 2025Q3: 84,973 shares; 2025Q4: 61,290 shares 61,290 $1.83M 0.13% -23,683 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: 16,349 shares; 2024Q4: 16,349 shares; 2025Q1: 18,882 shares; 2025Q2: 19,357 shares; 2025Q3: 19,242 shares; 2025Q4: 18,702 shares 18,702 $1.8M 0.13% -540 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: 32,101 shares; 2024Q4: 31,843 shares; 2025Q1: 31,733 shares; 2025Q2: 31,733 shares; 2025Q3: 33,294 shares; 2025Q4: 32,928 shares 32,928 $1.78M 0.13% -366 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: 34,780 shares; 2024Q4: 34,796 shares; 2025Q1: 34,593 shares; 2025Q2: 34,593 shares; 2025Q3: 32,848 shares; 2025Q4: 32,848 shares 32,848 $1.74M 0.12% 0 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,195 shares; 2024Q4: 6,345 shares; 2025Q1: 6,295 shares; 2025Q2: 5,370 shares; 2025Q3: 5,210 shares; 2025Q4: 4,595 shares 4,595 $1.72M 0.12% -615 Timeline XLB 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: 16,370 shares; 2024Q4: 17,040 shares; 2025Q1: 16,915 shares; 2025Q2: 16,915 shares; 2025Q3: 16,959 shares; 2025Q4: 33,818 shares 33,818 $1.53M 0.11% +16,859 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares 2 $1.51M 0.11% 0 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: 9,359 shares; 2024Q4: 8,359 shares; 2025Q1: 8,359 shares; 2025Q2: 8,359 shares; 2025Q3: 9,106 shares; 2025Q4: 9,290 shares 9,290 $1.43M 0.1% +184 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: 1,360 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,419 shares; 2025Q4: 14,219 shares 14,219 $1.42M 0.1% +6,800 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,566 shares; 2024Q4: 52,716 shares; 2025Q1: 51,916 shares; 2025Q2: 50,516 shares; 2025Q3: 58,216 shares; 2025Q4: 57,591 shares 57,591 $1.41M 0.1% -625 Timeline OI O-I GLASS INC More: the full row for O-I GLASS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116,145 shares; 2024Q4: 115,145 shares; 2025Q1: 109,645 shares; 2025Q2: 107,020 shares; 2025Q3: 96,620 shares; 2025Q4: 94,556 shares 94,556 $1.4M 0.1% -2,064 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,413 shares; 2024Q4: 7,413 shares; 2025Q1: 7,411 shares; 2025Q2: 6,474 shares; 2025Q3: 6,466 shares; 2025Q4: 6,466 shares 6,466 $1.35M 0.1% 0 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: 25,946 shares; 2024Q4: 25,469 shares; 2025Q1: 25,069 shares; 2025Q2: 25,386 shares; 2025Q3: 25,236 shares; 2025Q4: 22,187 shares 22,187 $1.3M 0.09% -3,049 Timeline XLU 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: 16,304 shares; 2024Q4: 15,364 shares; 2025Q1: 15,364 shares; 2025Q2: 20,867 shares; 2025Q3: 15,105 shares; 2025Q4: 30,170 shares 30,170 $1.29M 0.09% +15,065 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: 28,017 shares; 2024Q4: 21,259 shares; 2025Q1: 13,507 shares; 2025Q2: 14,310 shares; 2025Q3: 14,206 shares; 2025Q4: 13,171 shares 13,171 $1.29M 0.09% -1,035 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,199 shares; 2024Q4: 4,149 shares; 2025Q1: 4,084 shares; 2025Q2: 4,082 shares; 2025Q3: 4,139 shares; 2025Q4: 4,089 shares 4,089 $1.29M 0.09% -50 Timeline OC OWENS CORNING NEW More: the full row for OWENS CORNING NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,467 shares; 2024Q4: 13,467 shares; 2025Q1: 13,297 shares; 2025Q2: 10,696 shares; 2025Q3: 11,393 shares; 2025Q4: 11,348 shares 11,348 $1.27M 0.09% -45 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,690 shares; 2024Q4: 3,984 shares; 2025Q1: 3,984 shares; 2025Q2: 3,824 shares; 2025Q3: 3,639 shares; 2025Q4: 3,605 shares 3,605 $1.25M 0.09% -34 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: 23,080 shares; 2024Q4: 23,415 shares; 2025Q1: 23,415 shares; 2025Q2: 23,452 shares; 2025Q3: 21,027 shares; 2025Q4: 21,027 shares 21,027 $1.21M 0.09% 0 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,584 shares; 2024Q4: 48,584 shares; 2025Q1: 48,584 shares; 2025Q2: 48,584 shares; 2025Q3: 48,584 shares; 2025Q4: 48,584 shares 48,584 $1.17M 0.08% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,096 shares; 2024Q4: 9,038 shares; 2025Q1: 9,038 shares; 2025Q2: 9,038 shares; 2025Q3: 9,038 shares; 2025Q4: 9,023 shares 9,023 $1.16M 0.08% -15 Timeline EPP 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: 20,775 shares; 2024Q4: 20,525 shares; 2025Q1: 20,525 shares; 2025Q2: 20,525 shares; 2025Q3: 20,325 shares; 2025Q4: 21,025 shares 21,025 $1.06M 0.08% +700 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: 6,463 shares; 2024Q4: 6,616 shares; 2025Q1: 6,614 shares; 2025Q2: 5,827 shares; 2025Q3: 5,814 shares; 2025Q4: 5,814 shares 5,814 $1.03M 0.07% 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: 4,030 shares; 2024Q4: 4,031 shares; 2025Q1: 4,031 shares; 2025Q2: 4,006 shares; 2025Q3: 3,991 shares; 2025Q4: 3,960 shares 3,960 $1.02M 0.07% -31 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,703 shares; 2024Q4: 13,603 shares; 2025Q1: 13,603 shares; 2025Q2: 13,603 shares; 2025Q3: 13,703 shares; 2025Q4: 13,703 shares 13,703 $1.01M 0.07% 0 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,430 shares; 2024Q4: 18,011 shares; 2025Q1: 16,525 shares; 2025Q2: 15,985 shares; 2025Q3: 11,919 shares; 2025Q4: 7,256 shares 7,256 $1M 0.07% -4,663 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: 3,204 shares; 2024Q4: 3,192 shares; 2025Q1: 3,191 shares; 2025Q2: 3,191 shares; 2025Q3: 3,209 shares; 2025Q4: 3,209 shares 3,209 $988K 0.07% 0 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,265 shares; 2024Q4: 16,525 shares; 2025Q1: 16,525 shares; 2025Q2: 16,606 shares; 2025Q3: 18,606 shares; 2025Q4: 11,481 shares 11,481 $982K 0.07% -7,125 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: 2,827 shares; 2024Q4: 2,827 shares; 2025Q1: 2,827 shares; 2025Q2: 2,827 shares; 2025Q3: 2,877 shares; 2025Q4: 2,878 shares 2,878 $965K 0.07% +1 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: 7,805 shares; 2024Q4: 7,805 shares; 2025Q1: 7,647 shares; 2025Q2: 7,323 shares; 2025Q3: 6,959 shares; 2025Q4: 6,959 shares 6,959 $959K 0.07% 0 Timeline TRC TEJON RANCH CO More: the full row for TEJON RANCH CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,000 shares; 2024Q4: 47,000 shares; 2025Q1: 47,000 shares; 2025Q2: 47,000 shares; 2025Q3: 47,000 shares; 2025Q4: 57,500 shares 57,500 $907K 0.06% +10,500 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,261 shares; 2024Q4: 34,071 shares; 2025Q1: 31,871 shares; 2025Q2: 31,034 shares; 2025Q3: 23,468 shares; 2025Q4: 21,060 shares 21,060 $870K 0.06% -2,408 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,374 shares; 2024Q4: 7,749 shares; 2025Q1: 7,749 shares; 2025Q2: 7,924 shares; 2025Q3: 8,445 shares; 2025Q4: 8,766 shares 8,766 $844K 0.06% +321 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: 5,758 shares; 2024Q4: 5,758 shares; 2025Q1: 5,758 shares; 2025Q2: 5,758 shares; 2025Q3: 5,758 shares; 2025Q4: 5,758 shares 5,758 $826K 0.06% 0 Timeline DXC DXC TECHNOLOGY CO More: the full row for DXC TECHNOLOGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 192,986 shares; 2024Q4: 171,935 shares; 2025Q1: 159,560 shares; 2025Q2: 87,185 shares; 2025Q3: 76,131 shares; 2025Q4: 54,801 shares 54,801 $803K 0.06% -21,330 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,680 shares; 2024Q4: 1,706 shares; 2025Q1: 1,706 shares; 2025Q2: 1,185 shares; 2025Q3: 1,180 shares; 2025Q4: 1,179 shares 1,179 $781K 0.06% -1 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,289 shares; 2024Q4: 4,289 shares; 2025Q1: 4,240 shares; 2025Q2: 4,240 shares; 2025Q3: 4,240 shares; 2025Q4: 4,240 shares 4,240 $780K 0.06% 0 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: 10,125 shares; 2024Q4: 10,015 shares; 2025Q1: 10,015 shares; 2025Q2: 9,615 shares; 2025Q3: 9,615 shares; 2025Q4: 9,615 shares 9,615 $772K 0.06% 0 Timeline AGI ALAMOS GOLD INC More: the full row for ALAMOS GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,000 shares; 2024Q4: 20,000 shares; 2025Q1: 20,000 shares; 2025Q2: 20,000 shares; 2025Q3: 20,000 shares; 2025Q4: 20,000 shares 20,000 $772K 0.06% 0 Timeline CABO CABLE ONE INC More: the full row for CABLE ONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,230 shares; 2024Q4: 4,130 shares; 2025Q1: 3,680 shares; 2025Q2: 3,201 shares; 2025Q3: 6,400 shares; 2025Q4: 6,700 shares 6,700 $756K 0.05% +300 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,678 shares; 2024Q4: 2,576 shares; 2025Q1: 2,729 shares; 2025Q2: 2,729 shares; 2025Q3: 2,987 shares; 2025Q4: 3,068 shares 3,068 $755K 0.05% +81 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: 3,185 shares; 2024Q4: 3,185 shares; 2025Q1: 3,183 shares; 2025Q2: 2,781 shares; 2025Q3: 2,579 shares; 2025Q4: 2,579 shares 2,579 $745K 0.05% 0 Timeline FOXA FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,336 shares; 2024Q4: 10,336 shares; 2025Q1: 10,336 shares; 2025Q2: 10,336 shares; 2025Q3: 10,003 shares; 2025Q4: 10,003 shares 10,003 $731K 0.05% 0 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: 7,842 shares; 2025Q1: 7,318 shares; 2025Q2: 10,318 shares; 2025Q3: 11,176 shares; 2025Q4: 11,642 shares 11,642 $727K 0.05% +466 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,550 shares; 2024Q4: 2,480 shares; 2025Q1: 2,480 shares; 2025Q2: 2,428 shares; 2025Q3: 2,427 shares; 2025Q4: 2,427 shares 2,427 $704K 0.05% 0 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: 2,749 shares; 2024Q4: 13,745 shares; 2025Q1: 13,745 shares; 2025Q2: 13,745 shares; 2025Q3: 13,745 shares; 2025Q4: 13,745 shares 13,745 $687K 0.05% 0 Timeline PAAS PAN AMERN SILVER CORP More: the full row for PAN AMERN SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,036 shares; 2024Q4: 15,000 shares; 2025Q1: 15,000 shares; 2025Q2: 15,000 shares; 2025Q3: 13,000 shares; 2025Q4: 13,000 shares 13,000 $674K 0.05% 0 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,118 shares; 2024Q4: 3,118 shares; 2025Q1: 3,118 shares; 2025Q2: 3,718 shares; 2025Q3: 3,718 shares; 2025Q4: 4,118 shares 4,118 $670K 0.05% +400 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: 1,390 shares; 2024Q4: 1,390 shares; 2025Q1: 1,365 shares; 2025Q2: 1,365 shares; 2025Q3: 1,365 shares; 2025Q4: 1,366 shares 1,366 $666K 0.05% +1 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: 8,500 shares; 2024Q4: 7,983 shares; 2025Q1: 7,983 shares; 2025Q2: 7,410 shares; 2025Q3: 7,410 shares; 2025Q4: 7,410 shares 7,410 $647K 0.05% 0 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: 494 shares; 2024Q4: 559 shares; 2025Q1: 585 shares; 2025Q2: 595 shares; 2025Q3: 626 shares; 2025Q4: 596 shares 596 $641K 0.05% -30 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: 2,248 shares; 2024Q4: 2,212 shares; 2025Q1: 2,212 shares; 2025Q2: 2,212 shares; 2025Q3: 2,181 shares; 2025Q4: 2,181 shares 2,181 $640K 0.05% 0 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,181 shares; 2024Q4: 2,076 shares; 2025Q1: 2,076 shares; 2025Q2: 2,076 shares; 2025Q3: 2,093 shares; 2025Q4: 2,092 shares 2,092 $632K 0.05% -1 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: 13,127 shares; 2024Q4: 13,127 shares; 2025Q1: 13,127 shares; 2025Q2: 13,127 shares; 2025Q3: 13,127 shares; 2025Q4: 13,127 shares 13,127 $610K 0.04% 0 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,726 shares; 2024Q4: 6,289 shares; 2025Q1: 6,391 shares; 2025Q2: 6,341 shares; 2025Q3: 6,341 shares; 2025Q4: 6,291 shares 6,291 $589K 0.04% -50 Timeline ADX ADAMS DIVERSIFIED EQUITY FD More: the full row for ADAMS DIVERSIFIED EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,000 shares; 2024Q4: 25,000 shares; 2025Q1: 25,000 shares; 2025Q2: 25,000 shares; 2025Q3: 25,000 shares; 2025Q4: 25,000 shares 25,000 $583K 0.04% 0 Timeline LUMN LUMEN TECHNOLOGIES INC More: the full row for LUMEN TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,810 shares; 2024Q4: 76,065 shares; 2025Q1: 76,065 shares; 2025Q2: 76,065 shares; 2025Q3: 75,730 shares; 2025Q4: 74,535 shares 74,535 $579K 0.04% -1,195 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 369 shares; 2024Q4: 752 shares; 2025Q1: 925 shares; 2025Q2: 925 shares; 2025Q3: 925 shares; 2025Q4: 925 shares 925 $558K 0.04% 0 Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,466 shares; 2024Q4: 21,466 shares; 2025Q1: 20,350 shares; 2025Q2: 20,372 shares; 2025Q3: 19,780 shares; 2025Q4: 19,780 shares 19,780 $557K 0.04% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 972 shares; 2024Q4: 973 shares; 2025Q1: 973 shares; 2025Q2: 973 shares; 2025Q3: 973 shares; 2025Q4: 973 shares 973 $555K 0.04% 0 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 198 shares; 2024Q4: 190 shares; 2025Q1: 188 shares; 2025Q2: 141 shares; 2025Q3: 157 shares; 2025Q4: 162 shares 162 $549K 0.04% +5 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: 398 shares; 2024Q4: 398 shares; 2025Q1: 398 shares; 2025Q2: 398 shares; 2025Q3: 705 shares; 2025Q4: 862 shares 862 $541K 0.04% +157 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,517 shares; 2024Q4: 2,517 shares; 2025Q1: 2,517 shares; 2025Q2: 2,517 shares; 2025Q3: 2,517 shares; 2025Q4: 2,517 shares 2,517 $539K 0.04% 0 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 791 shares; 2024Q4: 788 shares; 2025Q1: 788 shares; 2025Q2: 788 shares; 2025Q3: 792 shares; 2025Q4: 792 shares 792 $518K 0.04% 0 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,285 shares; 2024Q4: 3,285 shares; 2025Q1: 3,785 shares; 2025Q2: 3,275 shares; 2025Q3: 3,125 shares; 2025Q4: 3,125 shares 3,125 $508K 0.04% 0 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: not reported; 2024Q4: 1,430 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,026 shares; 2025Q4: 3,598 shares 3,598 $478K 0.03% +1,572 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,876 shares; 2024Q4: 5,576 shares; 2025Q1: 5,576 shares; 2025Q2: 5,576 shares; 2025Q3: 5,576 shares; 2025Q4: 5,576 shares 5,576 $475K 0.03% 0 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,676 shares; 2024Q4: 3,801 shares; 2025Q1: 3,801 shares; 2025Q2: 3,676 shares; 2025Q3: 3,660 shares; 2025Q4: 3,535 shares 3,535 $451K 0.03% -125 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,410 shares; 2024Q4: 3,410 shares; 2025Q1: 3,345 shares; 2025Q2: 2,945 shares; 2025Q3: 3,120 shares; 2025Q4: 3,120 shares 3,120 $440K 0.03% 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: 900 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,700 shares 6,700 $434K 0.03% new Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 847 shares; 2024Q4: 847 shares; 2025Q1: 847 shares; 2025Q2: 847 shares; 2025Q3: 847 shares; 2025Q4: 847 shares 847 $433K 0.03% 0 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,011 shares; 2024Q4: 2,869 shares; 2025Q1: 2,869 shares; 2025Q2: 1,919 shares; 2025Q3: 1,894 shares; 2025Q4: 1,894 shares 1,894 $431K 0.03% 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: 4,920 shares; 2024Q4: 4,920 shares; 2025Q1: 4,920 shares; 2025Q2: 4,920 shares; 2025Q3: 4,920 shares; 2025Q4: 4,920 shares 4,920 $429K 0.03% 0 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,965 shares; 2025Q1: 5,215 shares; 2025Q2: 5,215 shares; 2025Q3: 4,965 shares; 2025Q4: 4,965 shares 4,965 $411K 0.03% 0 Timeline CORZ CORE SCIENTIFIC INC NEW More: the full row for CORE SCIENTIFIC INC NEW 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: 20,099 shares; 2025Q3: 27,849 shares; 2025Q4: 27,849 shares 27,849 $405K 0.03% 0 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 336 shares; 2025Q1: not reported; 2025Q2: 445 shares; 2025Q3: 649 shares; 2025Q4: 657 shares 657 $404K 0.03% +8 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: 2,181 shares; 2024Q4: 1,431 shares; 2025Q1: 1,558 shares; 2025Q2: 1,558 shares; 2025Q3: 1,558 shares; 2025Q4: 1,558 shares 1,558 $400K 0.03% 0 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,250 shares; 2025Q1: 13,250 shares; 2025Q2: 13,250 shares; 2025Q3: 13,250 shares; 2025Q4: 13,250 shares 13,250 $400K 0.03% 0 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,800 shares; 2025Q1: 6,800 shares; 2025Q2: 6,800 shares; 2025Q3: 6,550 shares; 2025Q4: 6,550 shares 6,550 $393K 0.03% 0 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,460 shares; 2025Q1: 2,460 shares; 2025Q2: 2,460 shares; 2025Q3: 2,460 shares; 2025Q4: 2,282 shares 2,282 $383K 0.03% -178 Timeline FOX FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,715 shares; 2024Q4: 5,715 shares; 2025Q1: 5,715 shares; 2025Q2: 5,715 shares; 2025Q3: 5,715 shares; 2025Q4: 5,715 shares 5,715 $371K 0.03% 0 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS 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: 7,543 shares 7,543 $366K 0.03% new 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: 1,041 shares; 2024Q4: 1,261 shares; 2025Q1: 1,261 shares; 2025Q2: 1,261 shares; 2025Q3: 1,261 shares; 2025Q4: 1,262 shares 1,262 $363K 0.03% +1 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: not reported; 2024Q4: 628 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 969 shares; 2025Q4: 1,054 shares 1,054 $355K 0.03% +85 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: not reported; 2024Q4: 895 shares; 2025Q1: not reported; 2025Q2: 895 shares; 2025Q3: 1,192 shares; 2025Q4: 2,385 shares 2,385 $343K 0.02% +1,193 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,241 shares; 2024Q4: 1,241 shares; 2025Q1: 1,241 shares; 2025Q2: 1,241 shares; 2025Q3: 1,241 shares; 2025Q4: 1,241 shares 1,241 $342K 0.02% 0 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG 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: 7,789 shares; 2025Q4: 7,789 shares 7,789 $339K 0.02% 0 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,760 shares; 2025Q1: 1,760 shares; 2025Q2: 1,760 shares; 2025Q3: 2,252 shares; 2025Q4: 2,182 shares 2,182 $338K 0.02% -70 Timeline ACWI 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: 4,872 shares; 2024Q4: 3,922 shares; 2025Q1: 2,822 shares; 2025Q2: 2,272 shares; 2025Q3: 2,372 shares; 2025Q4: 2,372 shares 2,372 $336K 0.02% 0 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 41 shares; 2025Q1: not reported; 2025Q2: 1,502 shares; 2025Q3: 1,502 shares; 2025Q4: 1,367 shares 1,367 $331K 0.02% -135 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: 668 shares; 2024Q4: 659 shares; 2025Q1: 607 shares; 2025Q2: 604 shares; 2025Q3: 584 shares; 2025Q4: 569 shares 569 $324K 0.02% -15 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,378 shares; 2024Q4: 50,687 shares; 2025Q1: 44,962 shares; 2025Q2: 35,312 shares; 2025Q3: 33,812 shares; 2025Q4: 20,163 shares 20,163 $324K 0.02% -13,649 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: 4,827 shares; 2024Q4: 4,863 shares; 2025Q1: 4,863 shares; 2025Q2: 4,831 shares; 2025Q3: 4,831 shares; 2025Q4: 4,831 shares 4,831 $319K 0.02% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,042 shares; 2025Q1: 11,299 shares; 2025Q2: 3,042 shares; 2025Q3: 3,042 shares; 2025Q4: 3,042 shares 3,042 $304K 0.02% 0 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,768 shares; 2025Q1: 3,768 shares; 2025Q2: 3,768 shares; 2025Q3: 3,250 shares; 2025Q4: 3,250 shares 3,250 $297K 0.02% 0 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: 14,547 shares; 2024Q4: 10,167 shares; 2025Q1: 9,767 shares; 2025Q2: 7,031 shares; 2025Q3: 6,481 shares; 2025Q4: 5,073 shares 5,073 $296K 0.02% -1,408 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,450 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,425 shares; 2025Q4: 7,275 shares 7,275 $293K 0.02% +1,850 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: 980 shares; 2024Q4: 1,029 shares; 2025Q1: 989 shares; 2025Q2: 985 shares; 2025Q3: 1,198 shares; 2025Q4: 1,248 shares 1,248 $289K 0.02% +50 Timeline AAL AMERICAN AIRLINES GROUP INC More: the full row for AMERICAN AIRLINES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,039 shares; 2024Q4: 18,649 shares; 2025Q1: 18,649 shares; 2025Q2: 18,649 shares; 2025Q3: 18,649 shares; 2025Q4: 17,924 shares 17,924 $275K 0.02% -725 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,481 shares; 2024Q4: 2,031 shares; 2025Q1: not reported; 2025Q2: 719 shares; 2025Q3: 587 shares; 2025Q4: 587 shares 587 $264K 0.02% 0 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 479 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,905 shares; 2025Q4: 2,905 shares 2,905 $260K 0.02% 0 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,409 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,598 shares; 2025Q4: 1,673 shares 1,673 $260K 0.02% +75 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,313 shares; 2024Q4: 2,264 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,214 shares; 2025Q4: 2,214 shares 2,214 $258K 0.02% 0 Timeline NXH NEIGHBORHOOD INTELLIGENCE IN More: the full row for NEIGHBORHOOD INTELLIGENCE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 132,520 shares; 2024Q4: 114,670 shares; 2025Q1: 98,170 shares; 2025Q2: 98,170 shares; 2025Q3: 53,450 shares; 2025Q4: 46,450 shares 46,450 $254K 0.02% -7,000 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: 1,638 shares; 2024Q4: 1,638 shares; 2025Q1: 1,638 shares; 2025Q2: 1,638 shares; 2025Q3: 1,638 shares; 2025Q4: 1,638 shares 1,638 $252K 0.02% 0 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 964 shares; 2024Q4: 940 shares; 2025Q1: 940 shares; 2025Q2: 940 shares; 2025Q3: 940 shares; 2025Q4: 940 shares 940 $247K 0.02% 0 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,900 shares; 2024Q4: 2,900 shares; 2025Q1: 2,900 shares; 2025Q2: 2,900 shares; 2025Q3: 2,900 shares; 2025Q4: 2,900 shares 2,900 $245K 0.02% 0 Timeline CWK CUSHMAN AND WAKEFIELD LTD More: the full row for CUSHMAN AND WAKEFIELD 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: not reported; 2025Q3: not reported; 2025Q4: 15,000 shares 15,000 $243K 0.02% new Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,308 shares; 2024Q4: 2,981 shares; 2025Q1: 2,978 shares; 2025Q2: 2,019 shares; 2025Q3: 2,019 shares; 2025Q4: 2,019 shares 2,019 $242K 0.02% 0 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,135 shares; 2024Q4: 6,990 shares; 2025Q1: 6,781 shares; 2025Q2: 5,972 shares; 2025Q3: 5,932 shares; 2025Q4: 5,932 shares 5,932 $242K 0.02% 0 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,893 shares; 2025Q1: not reported; 2025Q2: 8,893 shares; 2025Q3: 8,893 shares; 2025Q4: 8,893 shares 8,893 $239K 0.02% 0 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,759 shares; 2024Q4: 20,859 shares; 2025Q1: 8,859 shares; 2025Q2: not reported; 2025Q3: 2,409 shares; 2025Q4: 2,390 shares 2,390 $239K 0.02% -19 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,642 shares; 2025Q1: 9,642 shares; 2025Q2: 9,642 shares; 2025Q3: 4,642 shares; 2025Q4: 4,642 shares 4,642 $236K 0.02% 0 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,316 shares; 2024Q4: 2,534 shares; 2025Q1: 2,534 shares; 2025Q2: 2,534 shares; 2025Q3: 2,534 shares; 2025Q4: 2,534 shares 2,534 $224K 0.02% 0 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,095 shares; 2025Q1: 1,095 shares; 2025Q2: 995 shares; 2025Q3: 995 shares; 2025Q4: 995 shares 995 $219K 0.02% 0 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,550 shares; 2024Q4: 1,550 shares; 2025Q1: 1,550 shares; 2025Q2: 1,525 shares; 2025Q3: 1,525 shares; 2025Q4: 1,304 shares 1,304 $219K 0.02% -221 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,631 shares; 2024Q4: 2,631 shares; 2025Q1: 2,631 shares; 2025Q2: 2,461 shares; 2025Q3: 2,461 shares; 2025Q4: 2,336 shares 2,336 $210K 0.02% -125 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,634 shares 2,634 $210K 0.02% new Timeline CORZW CORE SCIENTIFIC INC NEW More: the full row for CORE SCIENTIFIC INC NEW 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: 20,182 shares; 2025Q3: 20,182 shares; 2025Q4: 20,182 shares 20,182 $171K 0.01% 0 Timeline SXC SUNCOKE ENERGY INC More: the full row for SUNCOKE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,000 shares; 2024Q4: 25,000 shares; 2025Q1: 20,000 shares; 2025Q2: 20,000 shares; 2025Q3: 18,000 shares; 2025Q4: 18,000 shares 18,000 $130K 0.01% 0 Timeline MPT MEDICAL PROPERTIES TRUST INC More: the full row for MEDICAL PROPERTIES TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,640 shares; 2024Q4: 22,640 shares; 2025Q1: 22,640 shares; 2025Q2: 22,640 shares; 2025Q3: 22,640 shares; 2025Q4: 22,639 shares 22,639 $113K 0.01% -1 Timeline RMNI RIMINI STR INC DEL More: the full row for RIMINI STR INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,000 shares; 2024Q4: 20,000 shares; 2025Q1: 20,000 shares; 2025Q2: 20,000 shares; 2025Q3: 20,000 shares; 2025Q4: 20,000 shares 20,000 $77.6K 0.01% 0 Timeline MBOT MICROBOT MED INC More: the full row for MICROBOT MED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 100 shares; 2025Q1: 10,636 shares; 2025Q2: 10,636 shares; 2025Q3: 10,636 shares; 2025Q4: 10,250 shares 10,250 $20.5K <0.01% -386 Timeline