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: 1,955,215 shares; 2024Q4: 1,969,379 shares; 2025Q1: 1,996,217 shares; 2025Q2: 2,004,808 shares; 2025Q3: 1,905,547 shares; 2025Q4: 1,912,896 shares 1,912,896 $925M 8.9% +7,349 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: 6,037,090 shares; 2024Q4: 5,884,992 shares; 2025Q1: 5,801,914 shares; 2025Q2: 5,812,871 shares; 2025Q3: 5,576,420 shares; 2025Q4: 4,949,648 shares 4,949,648 $923M 8.88% -626,772 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: 2,362,983 shares; 2024Q4: 2,363,488 shares; 2025Q1: 2,397,617 shares; 2025Q2: 2,492,861 shares; 2025Q3: 2,555,902 shares; 2025Q4: 2,592,768 shares 2,592,768 $598M 5.76% +36,866 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: 2,743,465 shares; 2024Q4: 2,177,364 shares; 2025Q1: 2,048,093 shares; 2025Q2: 1,801,827 shares; 2025Q3: 1,762,588 shares; 2025Q4: 1,697,969 shares 1,697,969 $533M 5.13% -64,619 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: 1,720,372 shares; 2024Q4: 1,714,289 shares; 2025Q1: 1,662,770 shares; 2025Q2: 1,500,966 shares; 2025Q3: 1,361,530 shares; 2025Q4: 1,276,404 shares 1,276,404 $411M 3.96% -85,126 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: 341,961 shares; 2024Q4: 339,267 shares; 2025Q1: 364,793 shares; 2025Q2: 365,327 shares; 2025Q3: 358,177 shares; 2025Q4: 345,345 shares 345,345 $371M 3.57% -12,832 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: 1,347,213 shares; 2024Q4: 1,353,586 shares; 2025Q1: 1,355,592 shares; 2025Q2: 1,142,568 shares; 2025Q3: 1,182,743 shares; 2025Q4: 1,217,486 shares 1,217,486 $331M 3.19% +34,743 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,931,980 shares; 2024Q4: 3,957,203 shares; 2025Q1: 3,924,283 shares; 2025Q2: 3,976,890 shares; 2025Q3: 3,934,001 shares; 2025Q4: 3,905,582 shares 3,905,582 $320M 3.08% -28,419 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: 788,803 shares; 2024Q4: 835,325 shares; 2025Q1: 824,113 shares; 2025Q2: 794,996 shares; 2025Q3: 791,147 shares; 2025Q4: 802,518 shares 802,518 $281M 2.71% +11,371 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: 891,662 shares; 2024Q4: 868,407 shares; 2025Q1: 906,654 shares; 2025Q2: 1,057,160 shares; 2025Q3: 1,069,947 shares; 2025Q4: 830,535 shares 830,535 $274M 2.64% -239,412 Timeline TTC TORO CO More: the full row for TORO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,431,184 shares; 2024Q4: 3,593,482 shares; 2025Q1: 3,651,436 shares; 2025Q2: 3,649,717 shares; 2025Q3: 3,600,459 shares; 2025Q4: 3,422,823 shares 3,422,823 $269M 2.59% -177,636 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,384,560 shares; 2024Q4: 2,361,455 shares; 2025Q1: 2,352,460 shares; 2025Q2: 2,353,263 shares; 2025Q3: 2,182,373 shares; 2025Q4: 2,111,211 shares 2,111,211 $215M 2.07% -71,162 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: 22,213 shares; 2024Q4: 26,312 shares; 2025Q1: 25,507 shares; 2025Q2: 218,761 shares; 2025Q3: 256,927 shares; 2025Q4: 316,529 shares 316,529 $209M 2.01% +59,602 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: 794,679 shares; 2024Q4: 783,309 shares; 2025Q1: 773,186 shares; 2025Q2: 788,929 shares; 2025Q3: 777,029 shares; 2025Q4: 770,571 shares 770,571 $202M 1.95% -6,458 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 488,752 shares; 2024Q4: 484,538 shares; 2025Q1: 477,605 shares; 2025Q2: 475,106 shares; 2025Q3: 460,229 shares; 2025Q4: 525,214 shares 525,214 $201M 1.94% +64,985 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,100 shares; 2024Q4: 763,758 shares; 2025Q1: 1,389,081 shares; 2025Q2: 1,492,528 shares; 2025Q3: 1,793,851 shares; 2025Q4: 1,908,774 shares 1,908,774 $201M 1.94% +114,923 Timeline LFUS LITTELFUSE INC More: the full row for LITTELFUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 860,984 shares; 2024Q4: 875,381 shares; 2025Q1: 883,427 shares; 2025Q2: 866,464 shares; 2025Q3: 813,938 shares; 2025Q4: 778,951 shares 778,951 $197M 1.9% -34,987 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,095,219 shares; 2024Q4: 3,913,967 shares; 2025Q1: 3,044,638 shares; 2025Q2: 3,042,142 shares; 2025Q3: 2,993,643 shares; 2025Q4: 2,956,947 shares 2,956,947 $192M 1.85% -36,696 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,731,930 shares; 2024Q4: 2,709,431 shares; 2025Q1: 2,689,855 shares; 2025Q2: 5,372,759 shares; 2025Q3: 4,719,036 shares; 2025Q4: 4,667,499 shares 4,667,499 $187M 1.8% -51,537 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: 1,116,680 shares; 2024Q4: 1,025,376 shares; 2025Q1: 999,021 shares; 2025Q2: 1,010,469 shares; 2025Q3: 985,502 shares; 2025Q4: 804,346 shares 804,346 $166M 1.6% -181,156 Timeline TECH BIO-TECHNE CORP More: the full row for BIO-TECHNE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,696,796 shares; 2024Q4: 2,673,768 shares; 2025Q1: 2,651,793 shares; 2025Q2: 2,716,378 shares; 2025Q3: 2,807,409 shares; 2025Q4: 2,767,539 shares 2,767,539 $163M 1.57% -39,870 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: 2,323,231 shares; 2024Q4: 2,310,552 shares; 2025Q1: 2,184,792 shares; 2025Q2: 2,174,403 shares; 2025Q3: 2,172,337 shares; 2025Q4: 1,729,341 shares 1,729,341 $161M 1.55% -442,996 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 482,545 shares; 2024Q4: 481,781 shares; 2025Q1: 471,331 shares; 2025Q2: 460,613 shares; 2025Q3: 464,043 shares; 2025Q4: 469,592 shares 469,592 $152M 1.46% +5,549 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 397,657 shares; 2025Q2: 446,826 shares; 2025Q3: 495,265 shares; 2025Q4: 486,547 shares 486,547 $148M 1.42% -8,718 Timeline FUL FULLER H B CO More: the full row for FULLER H B CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,197,999 shares; 2024Q4: 2,211,223 shares; 2025Q1: 2,440,392 shares; 2025Q2: 2,448,249 shares; 2025Q3: 2,408,893 shares; 2025Q4: 2,411,067 shares 2,411,067 $143M 1.38% +2,174 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 834,948 shares; 2024Q4: 853,541 shares; 2025Q1: 865,898 shares; 2025Q2: 863,550 shares; 2025Q3: 869,738 shares; 2025Q4: 862,483 shares 862,483 $139M 1.33% -7,255 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: 4,789,419 shares; 2024Q4: 3,449,480 shares; 2025Q1: 3,428,852 shares; 2025Q2: 3,413,917 shares; 2025Q3: 3,414,075 shares; 2025Q4: 3,373,672 shares 3,373,672 $137M 1.32% -40,403 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 414,348 shares; 2024Q4: 418,809 shares; 2025Q1: 418,461 shares; 2025Q2: 412,922 shares; 2025Q3: 410,777 shares; 2025Q4: 330,334 shares 330,334 $129M 1.24% -80,443 Timeline ENTG ENTEGRIS INC More: the full row for ENTEGRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,043,732 shares; 2024Q4: 938,273 shares; 2025Q1: 938,193 shares; 2025Q2: 1,118,039 shares; 2025Q3: 1,194,050 shares; 2025Q4: 1,348,986 shares 1,348,986 $114M 1.09% +154,936 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: 1,893,636 shares; 2024Q4: 1,871,409 shares; 2025Q1: 1,717,557 shares; 2025Q2: 1,732,621 shares; 2025Q3: 1,749,931 shares; 2025Q4: 1,643,250 shares 1,643,250 $110M 1.06% -106,681 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,305,186 shares; 2024Q4: 1,318,445 shares; 2025Q1: 949,922 shares; 2025Q2: 934,161 shares; 2025Q3: 653,933 shares; 2025Q4: 550,308 shares 550,308 $94.1M 0.91% -103,625 Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,047,678 shares; 2024Q4: 4,258,565 shares; 2025Q1: 4,271,793 shares; 2025Q2: 4,220,403 shares; 2025Q3: 4,185,642 shares; 2025Q4: 3,789,513 shares 3,789,513 $89.8M 0.86% -396,129 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: 1,085,429 shares; 2024Q4: 1,076,915 shares; 2025Q1: 1,016,988 shares; 2025Q2: 901,941 shares; 2025Q3: 722,884 shares; 2025Q4: 708,081 shares 708,081 $88.7M 0.85% -14,803 Timeline TNC TENNANT CO More: the full row for TENNANT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,336,082 shares; 2024Q4: 1,419,695 shares; 2025Q1: 1,421,410 shares; 2025Q2: 1,352,658 shares; 2025Q3: 1,329,688 shares; 2025Q4: 1,071,624 shares 1,071,624 $79M 0.76% -258,064 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: 242,964 shares; 2024Q4: 241,391 shares; 2025Q1: 254,855 shares; 2025Q2: 253,841 shares; 2025Q3: 294,789 shares; 2025Q4: 296,013 shares 296,013 $78.4M 0.75% +1,224 Timeline WK WORKIVA INC More: the full row for WORKIVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 835,086 shares; 2024Q4: 734,030 shares; 2025Q1: 738,824 shares; 2025Q2: 757,819 shares; 2025Q3: 757,063 shares; 2025Q4: 727,994 shares 727,994 $62.8M 0.6% -29,069 Timeline PIPR PIPER SANDLER COS More: the full row for PIPER SANDLER COS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 245,828 shares; 2024Q4: 241,622 shares; 2025Q1: 244,607 shares; 2025Q2: 246,834 shares; 2025Q3: 184,606 shares; 2025Q4: 175,861 shares 175,861 $59.7M 0.57% -8,745 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: 218,028 shares; 2024Q4: 210,790 shares; 2025Q1: 193,117 shares; 2025Q2: 189,988 shares; 2025Q3: 170,031 shares; 2025Q4: 159,459 shares 159,459 $59M 0.57% -10,572 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 138,399 shares; 2024Q4: 137,749 shares; 2025Q1: 134,486 shares; 2025Q2: 113,916 shares; 2025Q3: 108,232 shares; 2025Q4: 103,873 shares 103,873 $57.4M 0.55% -4,359 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: 209,277 shares; 2024Q4: 200,531 shares; 2025Q1: 198,112 shares; 2025Q2: 344,366 shares; 2025Q3: 346,453 shares; 2025Q4: 349,147 shares 349,147 $55.9M 0.54% +2,694 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: 162,972 shares; 2024Q4: 160,813 shares; 2025Q1: 154,687 shares; 2025Q2: 154,173 shares; 2025Q3: 155,551 shares; 2025Q4: 157,053 shares 157,053 $54M 0.52% +1,502 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,371,962 shares; 2024Q4: 1,309,975 shares; 2025Q1: 1,120,149 shares; 2025Q2: 829,505 shares; 2025Q3: 605,439 shares; 2025Q4: 560,653 shares 560,653 $49.7M 0.48% -44,786 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: 429,325 shares; 2024Q4: 355,510 shares; 2025Q1: 308,951 shares; 2025Q2: 293,197 shares; 2025Q3: 249,248 shares; 2025Q4: 233,976 shares 233,976 $45.6M 0.44% -15,272 Timeline CGNX COGNEX CORP More: the full row for COGNEX 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: 63,359 shares; 2025Q2: 129,777 shares; 2025Q3: 613,294 shares; 2025Q4: 1,171,596 shares 1,171,596 $42.2M 0.41% +558,302 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 226,480 shares; 2024Q4: 229,811 shares; 2025Q1: 228,037 shares; 2025Q2: 230,856 shares; 2025Q3: 236,717 shares; 2025Q4: 235,424 shares 235,424 $40.8M 0.39% -1,293 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: 15,536 shares; 2024Q4: 29,356 shares; 2025Q1: 30,191 shares; 2025Q2: 40,931 shares; 2025Q3: 111,242 shares; 2025Q4: 220,647 shares 220,647 $40.6M 0.39% +109,405 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 831,775 shares; 2024Q4: 1,386,267 shares; 2025Q1: 2,372,182 shares; 2025Q2: 2,381,893 shares; 2025Q3: 2,231,175 shares; 2025Q4: 1,672,831 shares 1,672,831 $40.6M 0.39% -558,344 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: 1,969,468 shares; 2024Q4: 775,359 shares; 2025Q1: 538,183 shares; 2025Q2: 455,290 shares; 2025Q3: 430,572 shares; 2025Q4: 412,750 shares 412,750 $39.6M 0.38% -17,822 Timeline IDA IDACORP INC More: the full row for IDACORP 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: 244,510 shares; 2025Q3: 287,168 shares; 2025Q4: 302,508 shares 302,508 $38.3M 0.37% +15,340 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,762 shares; 2024Q4: 32,408 shares; 2025Q1: 32,433 shares; 2025Q2: 76,186 shares; 2025Q3: 69,583 shares; 2025Q4: 66,665 shares 66,665 $37.4M 0.36% -2,918 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 62,277 shares 62,277 $35.3M 0.34% new 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: 4,553,141 shares; 2024Q4: 4,206,238 shares; 2025Q1: 2,067,615 shares; 2025Q2: 1,070,161 shares; 2025Q3: 763,737 shares; 2025Q4: 647,980 shares 647,980 $34.6M 0.33% -115,757 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: 337,812 shares; 2024Q4: 328,587 shares; 2025Q1: 314,821 shares; 2025Q2: 311,433 shares; 2025Q3: 313,534 shares; 2025Q4: 296,183 shares 296,183 $33.7M 0.32% -17,351 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: 77,455 shares; 2024Q4: 74,178 shares; 2025Q1: 69,593 shares; 2025Q2: 80,313 shares; 2025Q3: 88,494 shares; 2025Q4: 113,800 shares 113,800 $33M 0.32% +25,306 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: 168,542 shares; 2024Q4: 171,869 shares; 2025Q1: 161,279 shares; 2025Q2: 156,286 shares; 2025Q3: 188,436 shares; 2025Q4: 216,266 shares 216,266 $31M 0.3% +27,830 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 369,970 shares; 2024Q4: 375,289 shares; 2025Q1: 374,314 shares; 2025Q2: 376,431 shares; 2025Q3: 386,008 shares; 2025Q4: 396,280 shares 396,280 $29.3M 0.28% +10,272 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,530 shares; 2024Q4: 108,414 shares; 2025Q1: 108,160 shares; 2025Q2: 101,383 shares; 2025Q3: 105,107 shares; 2025Q4: 110,781 shares 110,781 $28.5M 0.27% +5,674 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: 1,540 shares; 2024Q4: 1,540 shares; 2025Q1: 1,344 shares; 2025Q2: 1,490 shares; 2025Q3: 1,490 shares; 2025Q4: 226,400 shares 226,400 $28.5M 0.27% +224,910 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: 1,218,283 shares; 2024Q4: 1,097,556 shares; 2025Q1: 507,197 shares; 2025Q2: 337,277 shares; 2025Q3: 299,389 shares; 2025Q4: 273,357 shares 273,357 $27.3M 0.26% -26,032 Timeline CLFD CLEARFIELD INC More: the full row for CLEARFIELD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 290,106 shares; 2024Q4: 419,206 shares; 2025Q1: 852,220 shares; 2025Q2: 762,234 shares; 2025Q3: 730,793 shares; 2025Q4: 730,188 shares 730,188 $21.3M 0.2% -605 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,690 shares; 2024Q4: 28,161 shares; 2025Q1: 27,633 shares; 2025Q2: 28,008 shares; 2025Q3: 34,706 shares; 2025Q4: 42,611 shares 42,611 $20.9M 0.2% +7,905 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: 454,170 shares; 2024Q4: 446,990 shares; 2025Q1: 423,125 shares; 2025Q2: 301,699 shares; 2025Q3: 232,735 shares; 2025Q4: 194,758 shares 194,758 $19M 0.18% -37,977 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 869,978 shares; 2024Q4: 823,478 shares; 2025Q1: 791,944 shares; 2025Q2: 362,798 shares; 2025Q3: 254,418 shares; 2025Q4: 211,818 shares 211,818 $18.7M 0.18% -42,600 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: 9,388 shares; 2024Q4: 9,016 shares; 2025Q1: 8,944 shares; 2025Q2: 27,790 shares; 2025Q3: 26,993 shares; 2025Q4: 27,054 shares 27,054 $18.4M 0.18% +61 Timeline BMI BADGER METER INC More: the full row for BADGER METER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 124,414 shares; 2024Q4: 121,901 shares; 2025Q1: 115,890 shares; 2025Q2: 111,377 shares; 2025Q3: 103,859 shares; 2025Q4: 102,813 shares 102,813 $17.9M 0.17% -1,046 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: 28,968 shares; 2024Q4: 25,891 shares; 2025Q1: 23,787 shares; 2025Q2: 23,877 shares; 2025Q3: 26,268 shares; 2025Q4: 49,881 shares 49,881 $15.6M 0.15% +23,613 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 182,915 shares; 2024Q4: 167,684 shares; 2025Q1: 153,397 shares; 2025Q2: 131,617 shares; 2025Q3: 116,761 shares; 2025Q4: 108,578 shares 108,578 $14.8M 0.14% -8,183 Timeline ONB OLD NATL BANCORP IND More: the full row for OLD NATL BANCORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 992,316 shares; 2024Q4: 951,362 shares; 2025Q1: 846,566 shares; 2025Q2: 740,125 shares; 2025Q3: 637,125 shares; 2025Q4: 589,960 shares 589,960 $13.2M 0.13% -47,165 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: 25,047 shares; 2024Q4: 25,993 shares; 2025Q1: 24,604 shares; 2025Q2: 26,092 shares; 2025Q3: 25,379 shares; 2025Q4: 24,857 shares 24,857 $12.5M 0.12% -522 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,994 shares; 2024Q4: 78,346 shares; 2025Q1: 67,845 shares; 2025Q2: 67,015 shares; 2025Q3: 71,293 shares; 2025Q4: 67,608 shares 67,608 $12.3M 0.12% -3,685 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: 46,746 shares; 2024Q4: 45,770 shares; 2025Q1: 41,962 shares; 2025Q2: 47,073 shares; 2025Q3: 47,421 shares; 2025Q4: 46,456 shares 46,456 $10.6M 0.1% -965 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,578 shares; 2024Q4: 16,693 shares; 2025Q1: 16,553 shares; 2025Q2: 19,361 shares; 2025Q3: 18,710 shares; 2025Q4: 18,455 shares 18,455 $10.6M 0.1% -255 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: 32,571 shares; 2024Q4: 32,289 shares; 2025Q1: 23,913 shares; 2025Q2: 34,373 shares; 2025Q3: 69,913 shares; 2025Q4: 86,602 shares 86,602 $10.4M 0.1% +16,689 Timeline JBTM JBT MAREL CORPORATION More: the full row for JBT MAREL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 133,282 shares; 2024Q4: 130,382 shares; 2025Q1: 99,128 shares; 2025Q2: 89,864 shares; 2025Q3: 70,035 shares; 2025Q4: 68,757 shares 68,757 $10.4M 0.1% -1,278 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: 743,076 shares; 2024Q4: 409,312 shares; 2025Q1: 328,741 shares; 2025Q2: 266,137 shares; 2025Q3: 156,235 shares; 2025Q4: 138,534 shares 138,534 $10.2M 0.1% -17,701 Timeline HUBG HUB GROUP INC More: the full row for HUB GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 283,434 shares; 2024Q4: 283,299 shares; 2025Q1: 279,149 shares; 2025Q2: 277,099 shares; 2025Q3: 256,091 shares; 2025Q4: 236,036 shares 236,036 $10.1M 0.1% -20,055 Timeline AIR AAR CORP More: the full row for AAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 188,024 shares; 2024Q4: 187,949 shares; 2025Q1: 180,032 shares; 2025Q2: 156,076 shares; 2025Q3: 127,702 shares; 2025Q4: 112,176 shares 112,176 $9.29M 0.09% -15,526 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: 65,728 shares; 2024Q4: 63,878 shares; 2025Q1: 59,065 shares; 2025Q2: 68,668 shares; 2025Q3: 68,167 shares; 2025Q4: 66,916 shares 66,916 $8.88M 0.09% -1,251 Timeline KNF KNIFE RIVER CORP More: the full row for KNIFE RIVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127,005 shares; 2024Q4: 126,935 shares; 2025Q1: 127,020 shares; 2025Q2: 113,916 shares; 2025Q3: 122,045 shares; 2025Q4: 123,855 shares 123,855 $8.71M 0.08% +1,810 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,186 shares; 2024Q4: 92,270 shares; 2025Q1: 89,245 shares; 2025Q2: 93,220 shares; 2025Q3: 92,626 shares; 2025Q4: 90,350 shares 90,350 $7.91M 0.08% -2,276 Timeline QCRH QCR HLDGS INC More: the full row for QCR HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120,003 shares; 2024Q4: 119,938 shares; 2025Q1: 120,013 shares; 2025Q2: 117,624 shares; 2025Q3: 104,791 shares; 2025Q4: 91,002 shares 91,002 $7.58M 0.07% -13,789 Timeline MINN TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG 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: 206,186 shares; 2025Q3: 229,186 shares; 2025Q4: 324,736 shares 324,736 $7.32M 0.07% +95,550 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,082 shares; 2024Q4: 261,246 shares; 2025Q1: 261,246 shares; 2025Q2: 261,246 shares; 2025Q3: 261,246 shares; 2025Q4: 261,246 shares 261,246 $6.85M 0.07% 0 Timeline RDNT RADNET INC More: the full row for RADNET 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: 57,731 shares; 2025Q3: 97,483 shares; 2025Q4: 95,648 shares 95,648 $6.82M 0.07% -1,835 Timeline PLXS PLEXUS CORP More: the full row for PLEXUS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,745 shares; 2024Q4: 81,909 shares; 2025Q1: 62,470 shares; 2025Q2: 56,533 shares; 2025Q3: 54,912 shares; 2025Q4: 45,868 shares 45,868 $6.74M 0.06% -9,044 Timeline ASB ASSOCIATED BANC-CORP More: the full row for ASSOCIATED BANC-CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 368,955 shares; 2024Q4: 366,577 shares; 2025Q1: 333,716 shares; 2025Q2: 297,935 shares; 2025Q3: 272,016 shares; 2025Q4: 260,279 shares 260,279 $6.7M 0.06% -11,737 Timeline BKH BLACK HILLS CORP More: the full row for BLACK HILLS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 140,420 shares; 2024Q4: 140,345 shares; 2025Q1: 124,950 shares; 2025Q2: 109,398 shares; 2025Q3: 97,649 shares; 2025Q4: 94,138 shares 94,138 $6.54M 0.06% -3,511 Timeline WTFC WINTRUST FINL CORP More: the full row for WINTRUST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,175 shares; 2024Q4: 86,135 shares; 2025Q1: 65,375 shares; 2025Q2: 50,680 shares; 2025Q3: 50,849 shares; 2025Q4: 46,633 shares 46,633 $6.52M 0.06% -4,216 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,585 shares; 2024Q4: 65,240 shares; 2025Q1: 62,510 shares; 2025Q2: 62,413 shares; 2025Q3: 60,213 shares; 2025Q4: 59,063 shares 59,063 $6.15M 0.06% -1,150 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,354 shares; 2024Q4: 35,373 shares; 2025Q1: 35,043 shares; 2025Q2: 74,000 shares; 2025Q3: 73,237 shares; 2025Q4: 72,887 shares 72,887 $5.78M 0.06% -350 Timeline PATK PATRICK INDS INC More: the full row for PATRICK INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23,385 shares; 2025Q4: 53,033 shares 53,033 $5.75M 0.06% +29,648 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: 12,735 shares; 2024Q4: 13,530 shares; 2025Q1: 13,785 shares; 2025Q2: 14,275 shares; 2025Q3: 17,612 shares; 2025Q4: 28,618 shares 28,618 $5.58M 0.05% +11,006 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: 53,387 shares; 2024Q4: 53,900 shares; 2025Q1: 53,159 shares; 2025Q2: 56,871 shares; 2025Q3: 52,187 shares; 2025Q4: 51,999 shares 51,999 $5.47M 0.05% -188 Timeline CFR CULLEN FROST BANKERS INC More: the full row for CULLEN FROST BANKERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,771 shares; 2024Q4: 73,401 shares; 2025Q1: 59,920 shares; 2025Q2: 43,428 shares; 2025Q3: 43,503 shares; 2025Q4: 42,731 shares 42,731 $5.41M 0.05% -772 Timeline INSP INSPIRE MED SYS INC More: the full row for INSPIRE MED SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,173 shares; 2024Q4: 64,671 shares; 2025Q1: 70,776 shares; 2025Q2: 67,804 shares; 2025Q3: 65,446 shares; 2025Q4: 57,616 shares 57,616 $5.31M 0.05% -7,830 Timeline NWE NORTHWESTERN ENERGY GROUP IN More: the full row for NORTHWESTERN ENERGY GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 137,075 shares; 2024Q4: 136,995 shares; 2025Q1: 123,885 shares; 2025Q2: 102,928 shares; 2025Q3: 89,037 shares; 2025Q4: 81,682 shares 81,682 $5.27M 0.05% -7,355 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: 16,215 shares; 2024Q4: 16,378 shares; 2025Q1: 13,325 shares; 2025Q2: 17,976 shares; 2025Q3: 17,941 shares; 2025Q4: 16,693 shares 16,693 $5.1M 0.05% -1,248 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: 125,826 shares; 2024Q4: 123,052 shares; 2025Q1: 109,206 shares; 2025Q2: 119,611 shares; 2025Q3: 115,748 shares; 2025Q4: 108,477 shares 108,477 $5.04M 0.05% -7,271 Timeline PII POLARIS INC More: the full row for POLARIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,739 shares; 2024Q4: 56,751 shares; 2025Q1: 84,215 shares; 2025Q2: 113,536 shares; 2025Q3: 95,840 shares; 2025Q4: 75,743 shares 75,743 $4.79M 0.05% -20,097 Timeline LTH LIFE TIME GROUP HOLDINGS INC More: the full row for LIFE TIME GROUP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,580 shares; 2024Q4: 111,220 shares; 2025Q1: 125,470 shares; 2025Q2: 151,215 shares; 2025Q3: 159,616 shares; 2025Q4: 172,317 shares 172,317 $4.58M 0.04% +12,701 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: 4,881 shares; 2024Q4: 4,651 shares; 2025Q1: 4,636 shares; 2025Q2: 5,120 shares; 2025Q3: 475 shares; 2025Q4: 6,481 shares 6,481 $4.44M 0.04% +6,006 Timeline OSK OSHKOSH CORP More: the full row for OSHKOSH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,280 shares; 2024Q4: 50,260 shares; 2025Q1: 42,020 shares; 2025Q2: 37,790 shares; 2025Q3: 35,544 shares; 2025Q4: 35,069 shares 35,069 $4.41M 0.04% -475 Timeline GBCI GLACIER BANCORP INC NEW More: the full row for GLACIER BANCORP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 151,955 shares; 2024Q4: 151,880 shares; 2025Q1: 128,805 shares; 2025Q2: 98,971 shares; 2025Q3: 99,163 shares; 2025Q4: 97,354 shares 97,354 $4.29M 0.04% -1,809 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,000 shares; 2024Q4: 14,000 shares; 2025Q1: 14,000 shares; 2025Q2: 14,000 shares; 2025Q3: 14,000 shares; 2025Q4: 14,000 shares 14,000 $4.23M 0.04% 0 Timeline MGPI MGP INGREDIENTS INC NEW More: the full row for MGP INGREDIENTS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 133,978 shares; 2024Q4: 152,488 shares; 2025Q1: 161,568 shares; 2025Q2: 175,774 shares; 2025Q3: 176,393 shares; 2025Q4: 173,245 shares 173,245 $4.21M 0.04% -3,148 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: 3,640 shares; 2024Q4: 3,440 shares; 2025Q1: 3,703 shares; 2025Q2: 4,382 shares; 2025Q3: 50,762 shares; 2025Q4: 63,185 shares 63,185 $4.03M 0.04% +12,423 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: 6 shares; 2024Q4: 6 shares; 2025Q1: 6 shares; 2025Q2: 5 shares; 2025Q3: 5 shares; 2025Q4: 5 shares 5 $3.77M 0.04% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,520 shares; 2024Q4: 14,920 shares; 2025Q1: 16,804 shares; 2025Q2: 17,653 shares; 2025Q3: 18,238 shares; 2025Q4: 19,617 shares 19,617 $3.69M 0.04% +1,379 Timeline SKYT SKYWATER TECHNOLOGY INC More: the full row for SKYWATER TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 168,615 shares; 2024Q4: 141,170 shares; 2025Q1: 141,170 shares; 2025Q2: 163,920 shares; 2025Q3: 184,756 shares; 2025Q4: 182,131 shares 182,131 $3.31M 0.03% -2,625 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: 21,820 shares; 2024Q4: 21,124 shares; 2025Q1: 20,309 shares; 2025Q2: 22,183 shares; 2025Q3: 22,935 shares; 2025Q4: 21,612 shares 21,612 $3.29M 0.03% -1,323 Timeline TREX TREX INC More: the full row for TREX 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: 63,338 shares; 2025Q4: 90,652 shares 90,652 $3.18M 0.03% +27,314 Timeline BSY BENTLEY SYS INC More: the full row for BENTLEY SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 82,986 shares 82,986 $3.17M 0.03% new 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: 7,477 shares; 2024Q4: 7,477 shares; 2025Q1: 7,377 shares; 2025Q2: 11,327 shares; 2025Q3: 11,327 shares; 2025Q4: 11,327 shares 11,327 $2.91M 0.03% 0 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,097 shares; 2024Q4: 2,739 shares; 2025Q1: 2,700 shares; 2025Q2: 3,188 shares; 2025Q3: 3,221 shares; 2025Q4: 2,933 shares 2,933 $2.53M 0.02% -288 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: 26,538 shares; 2024Q4: 29,374 shares; 2025Q1: 31,529 shares; 2025Q2: 28,838 shares; 2025Q3: 28,137 shares; 2025Q4: 25,858 shares 25,858 $2.42M 0.02% -2,279 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: 7,714 shares; 2024Q4: 7,940 shares; 2025Q1: 6,847 shares; 2025Q2: 7,825 shares; 2025Q3: 7,825 shares; 2025Q4: 7,775 shares 7,775 $2.39M 0.02% -50 Timeline CWAN CLEARWATER ANALYTICS HLDGS I More: the full row for CLEARWATER ANALYTICS HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 58,840 shares; 2025Q1: 94,010 shares; 2025Q2: 94,140 shares; 2025Q3: 94,275 shares; 2025Q4: 92,510 shares 92,510 $2.23M 0.02% -1,765 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: 81,144 shares; 2024Q4: 64,529 shares; 2025Q1: 48,467 shares; 2025Q2: 42,312 shares; 2025Q3: 25,275 shares; 2025Q4: 19,792 shares 19,792 $1.96M 0.02% -5,483 Timeline THRM GENTHERM INC More: the full row for GENTHERM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 187,818 shares; 2024Q4: 189,628 shares; 2025Q1: 151,992 shares; 2025Q2: 142,939 shares; 2025Q3: 75,787 shares; 2025Q4: 52,946 shares 52,946 $1.93M 0.02% -22,841 Timeline JHX JAMES HARDIE INDS PLC More: the full row for JAMES HARDIE INDS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 90,673 shares 90,673 $1.88M 0.02% new 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: 103,202 shares; 2024Q4: 79,302 shares; 2025Q1: 73,589 shares; 2025Q2: 77,459 shares; 2025Q3: 75,344 shares; 2025Q4: 73,921 shares 73,921 $1.84M 0.02% -1,423 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: 5,948 shares; 2024Q4: 5,607 shares; 2025Q1: 4,961 shares; 2025Q2: 5,838 shares; 2025Q3: 5,667 shares; 2025Q4: 5,524 shares 5,524 $1.81M 0.02% -143 Timeline ALRS ALERUS FINL CORP More: the full row for ALERUS FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,729 shares; 2024Q4: 97,674 shares; 2025Q1: 97,664 shares; 2025Q2: 97,867 shares; 2025Q3: 86,823 shares; 2025Q4: 79,436 shares 79,436 $1.79M 0.02% -7,387 Timeline HWKN HAWKINS INC More: the full row for HAWKINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,320 shares; 2024Q4: 13,320 shares; 2025Q1: 13,320 shares; 2025Q2: 13,420 shares; 2025Q3: 13,420 shares; 2025Q4: 12,569 shares 12,569 $1.79M 0.02% -851 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: 12,948 shares; 2024Q4: 13,253 shares; 2025Q1: 15,033 shares; 2025Q2: 16,182 shares; 2025Q3: 16,767 shares; 2025Q4: 16,000 shares 16,000 $1.78M 0.02% -767 Timeline EXAS EXACT SCIENCES CORP More: the full row for EXACT SCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,710 shares; 2024Q4: 60,410 shares; 2025Q1: 61,695 shares; 2025Q2: 74,475 shares; 2025Q3: 93,237 shares; 2025Q4: 17,236 shares 17,236 $1.75M 0.02% -76,001 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: 8,652 shares; 2024Q4: 8,452 shares; 2025Q1: 6,653 shares; 2025Q2: 9,071 shares; 2025Q3: 9,071 shares; 2025Q4: 9,071 shares 9,071 $1.66M 0.02% 0 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: 6,880 shares; 2024Q4: 6,880 shares; 2025Q1: 6,824 shares; 2025Q2: 7,000 shares; 2025Q3: 6,985 shares; 2025Q4: 6,863 shares 6,863 $1.66M 0.02% -122 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: 19,315 shares; 2024Q4: 20,265 shares; 2025Q1: 20,895 shares; 2025Q2: 23,611 shares; 2025Q3: 23,611 shares; 2025Q4: 23,411 shares 23,411 $1.64M 0.02% -200 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,535 shares 10,535 $1.63M 0.02% new Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,389 shares; 2024Q4: 17,889 shares; 2025Q1: 18,831 shares; 2025Q2: 20,041 shares; 2025Q3: 20,904 shares; 2025Q4: 20,265 shares 20,265 $1.56M 0.02% -639 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,045 shares 20,045 $1.56M 0.01% new Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,275 shares; 2024Q4: 5,275 shares; 2025Q1: 4,411 shares; 2025Q2: 4,436 shares; 2025Q3: 4,436 shares; 2025Q4: 4,199 shares 4,199 $1.48M 0.01% -237 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,502 shares; 2024Q4: 2,402 shares; 2025Q1: 2,306 shares; 2025Q2: 2,224 shares; 2025Q3: 2,144 shares; 2025Q4: 2,131 shares 2,131 $1.44M 0.01% -13 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,310 shares 25,310 $1.39M 0.01% new Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,749 shares; 2024Q4: 7,626 shares; 2025Q1: 7,220 shares; 2025Q2: 7,155 shares; 2025Q3: 7,119 shares; 2025Q4: 7,119 shares 7,119 $1.38M 0.01% 0 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: 25,982 shares; 2024Q4: 26,162 shares; 2025Q1: 26,560 shares; 2025Q2: 26,842 shares; 2025Q3: 26,392 shares; 2025Q4: 24,938 shares 24,938 $1.35M 0.01% -1,454 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: 7,700 shares; 2024Q4: 7,800 shares; 2025Q1: 7,510 shares; 2025Q2: 9,536 shares; 2025Q3: 9,351 shares; 2025Q4: 9,103 shares 9,103 $1.31M 0.01% -248 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: 23,432 shares; 2024Q4: 22,592 shares; 2025Q1: 22,342 shares; 2025Q2: 20,342 shares; 2025Q3: 24,976 shares; 2025Q4: 22,493 shares 22,493 $1.24M 0.01% -2,483 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,270 shares; 2024Q4: 4,335 shares; 2025Q1: 3,585 shares; 2025Q2: 3,588 shares; 2025Q3: 3,573 shares; 2025Q4: 3,373 shares 3,373 $1.16M 0.01% -200 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: 2,792 shares; 2024Q4: not reported; 2025Q1: 11,571 shares; 2025Q2: 11,696 shares; 2025Q3: 12,486 shares; 2025Q4: 12,093 shares 12,093 $1.16M 0.01% -393 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: 3,300 shares; 2024Q4: 3,250 shares; 2025Q1: 3,380 shares; 2025Q2: 3,201 shares; 2025Q3: 3,920 shares; 2025Q4: 3,323 shares 3,323 $1.15M 0.01% -597 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,325 shares; 2025Q3: 5,325 shares; 2025Q4: 5,237 shares 5,237 $1.12M 0.01% -88 Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,000 shares; 2024Q4: 14,410 shares; 2025Q1: 15,971 shares; 2025Q2: 15,971 shares; 2025Q3: 15,971 shares; 2025Q4: 15,561 shares 15,561 $1.12M 0.01% -410 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,484 shares; 2024Q4: 71,782 shares; 2025Q1: 72,148 shares; 2025Q2: 4,556 shares; 2025Q3: 2,678 shares; 2025Q4: 1,810 shares 1,810 $1.1M 0.01% -868 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: 1,017 shares; 2024Q4: 1,117 shares; 2025Q1: 1,379 shares; 2025Q2: 3,774 shares; 2025Q3: 3,703 shares; 2025Q4: 3,627 shares 3,627 $1.07M 0.01% -76 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: 5,083 shares; 2024Q4: 5,266 shares; 2025Q1: 5,641 shares; 2025Q2: 5,141 shares; 2025Q3: 4,826 shares; 2025Q4: 4,592 shares 4,592 $1.06M 0.01% -234 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,834 shares; 2024Q4: 10,154 shares; 2025Q1: 9,483 shares; 2025Q2: 10,969 shares; 2025Q3: 10,969 shares; 2025Q4: 10,419 shares 10,419 $1.05M 0.01% -550 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: 10,040 shares; 2024Q4: 10,040 shares; 2025Q1: 4,394 shares; 2025Q2: 10,527 shares; 2025Q3: 13,325 shares; 2025Q4: 12,772 shares 12,772 $1.03M 0.01% -553 Timeline CVRX CVRX INC More: the full row for CVRX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 144,361 shares; 2024Q4: 144,281 shares; 2025Q1: 144,281 shares; 2025Q2: 144,281 shares; 2025Q3: 144,956 shares; 2025Q4: 142,456 shares 142,456 $1.01M 0.01% -2,500 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: 15,700 shares; 2024Q4: 14,700 shares; 2025Q1: 14,450 shares; 2025Q2: 14,280 shares; 2025Q3: 13,955 shares; 2025Q4: 11,100 shares 11,100 $998K 0.01% -2,855 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,311 shares; 2024Q4: 10,311 shares; 2025Q1: 10,311 shares; 2025Q2: 10,409 shares; 2025Q3: 10,307 shares; 2025Q4: 10,176 shares 10,176 $970K 0.01% -131 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: 1,919 shares; 2024Q4: 1,822 shares; 2025Q1: 1,612 shares; 2025Q2: 1,721 shares; 2025Q3: 1,546 shares; 2025Q4: 1,546 shares 1,546 $950K 0.01% 0 Timeline VCEL VERICEL CORP More: the full row for VERICEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,915 shares; 2024Q4: 25,915 shares; 2025Q1: 25,915 shares; 2025Q2: 25,915 shares; 2025Q3: 25,865 shares; 2025Q4: 25,865 shares 25,865 $931K 0.01% 0 Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,176 shares; 2024Q4: 10,176 shares; 2025Q1: 10,176 shares; 2025Q2: 10,176 shares; 2025Q3: 10,176 shares; 2025Q4: 10,176 shares 10,176 $922K 0.01% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,997 shares; 2024Q4: 3,047 shares; 2025Q1: 3,172 shares; 2025Q2: 3,054 shares; 2025Q3: 3,054 shares; 2025Q4: 3,035 shares 3,035 $876K 0.01% -19 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,846 shares; 2024Q4: 6,846 shares; 2025Q1: 6,846 shares; 2025Q2: 6,746 shares; 2025Q3: 6,746 shares; 2025Q4: 6,746 shares 6,746 $876K 0.01% 0 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,945 shares; 2024Q4: 36,431 shares; 2025Q1: 36,431 shares; 2025Q2: 37,601 shares; 2025Q3: 36,117 shares; 2025Q4: 36,117 shares 36,117 $856K 0.01% 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,522 shares 5,522 $855K 0.01% new 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: 6,550 shares; 2024Q4: 8,116 shares; 2025Q1: 10,287 shares; 2025Q2: 6,656 shares; 2025Q3: 6,643 shares; 2025Q4: 6,604 shares 6,604 $852K 0.01% -39 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,466 shares; 2025Q4: 5,970 shares 5,970 $813K 0.01% +4,504 Timeline AMCOR PLC AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120,890 shares; 2024Q4: 118,090 shares; 2025Q1: 118,090 shares; 2025Q2: 107,557 shares; 2025Q3: 88,520 shares; 2025Q4: 88,520 shares 88,520 $738K 0.01% 0 CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,343 shares; 2024Q4: 2,343 shares; 2025Q1: 2,343 shares; 2025Q2: 2,466 shares; 2025Q3: 2,392 shares; 2025Q4: 2,334 shares 2,334 $728K 0.01% -58 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,000 shares; 2024Q4: 30,000 shares; 2025Q1: 30,000 shares; 2025Q2: 30,000 shares; 2025Q3: 30,000 shares; 2025Q4: 30,000 shares 30,000 $721K 0.01% 0 Timeline AXGN AXOGEN INC More: the full row for AXOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,000 shares; 2024Q4: 17,000 shares; 2025Q1: 17,000 shares; 2025Q2: 27,000 shares; 2025Q3: 22,000 shares; 2025Q4: 22,000 shares 22,000 $720K 0.01% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,665 shares; 2024Q4: 1,616 shares; 2025Q1: 1,306 shares; 2025Q2: 1,616 shares; 2025Q3: 1,616 shares; 2025Q4: 1,241 shares 1,241 $719K 0.01% -375 Timeline IEX IDEX CORP More: the full row for IDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,000 shares; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares 4,000 $712K 0.01% 0 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,950 shares; 2024Q4: 1,950 shares; 2025Q1: 2,063 shares; 2025Q2: 2,127 shares; 2025Q3: 2,029 shares; 2025Q4: 2,009 shares 2,009 $703K 0.01% -20 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares 3,000 $702K 0.01% 0 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,888 shares; 2025Q3: 5,888 shares; 2025Q4: 5,888 shares 5,888 $684K 0.01% 0 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,333 shares; 2024Q4: 5,333 shares; 2025Q1: 5,109 shares; 2025Q2: 5,221 shares; 2025Q3: 5,184 shares; 2025Q4: 5,046 shares 5,046 $659K 0.01% -138 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,877 shares; 2025Q4: 9,750 shares 9,750 $655K 0.01% +6,873 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: 6,144 shares; 2024Q4: 6,359 shares; 2025Q1: 4,187 shares; 2025Q2: 4,246 shares; 2025Q3: 2,235 shares; 2025Q4: 4,470 shares 4,470 $644K 0.01% +2,235 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: 952 shares; 2024Q4: 991 shares; 2025Q1: 713 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 933 shares 933 $610K 0.01% -67 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: 1,378 shares; 2024Q4: 1,378 shares; 2025Q1: 2,038 shares; 2025Q2: 2,238 shares; 2025Q3: 1,128 shares; 2025Q4: 2,095 shares 2,095 $608K 0.01% +967 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,431 shares; 2025Q3: 3,082 shares; 2025Q4: 6,438 shares 6,438 $588K 0.01% +3,356 Timeline MOS MOSAIC CO More: the full row for MOSAIC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,000 shares; 2024Q4: 30,280 shares; 2025Q1: 30,280 shares; 2025Q2: 31,280 shares; 2025Q3: 29,500 shares; 2025Q4: 24,000 shares 24,000 $578K 0.01% -5,500 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: 11,604 shares; 2024Q4: 7,504 shares; 2025Q1: 7,504 shares; 2025Q2: 7,504 shares; 2025Q3: 7,504 shares; 2025Q4: 7,504 shares 7,504 $551K 0.01% 0 Timeline BRC BRADY CORP More: the full row for BRADY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,000 shares; 2024Q4: 7,000 shares; 2025Q1: 7,000 shares; 2025Q2: 7,000 shares; 2025Q3: 7,000 shares; 2025Q4: 7,000 shares 7,000 $549K 0.01% 0 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,623 shares; 2024Q4: 14,117 shares; 2025Q1: 13,286 shares; 2025Q2: 14,681 shares; 2025Q3: 14,333 shares; 2025Q4: 14,333 shares 14,333 $529K 0.01% 0 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,605 shares; 2024Q4: 3,605 shares; 2025Q1: 2,882 shares; 2025Q2: 4,546 shares; 2025Q3: 3,360 shares; 2025Q4: 2,377 shares 2,377 $522K 0.01% -983 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: 2,841 shares; 2024Q4: 2,841 shares; 2025Q1: 2,841 shares; 2025Q2: 2,864 shares; 2025Q3: 3,315 shares; 2025Q4: 3,315 shares 3,315 $509K <0.01% 0 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,000 shares; 2024Q4: not reported; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares 5,000 $499K <0.01% 0 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,125 shares; 2024Q4: 2,282 shares; 2025Q1: 2,453 shares; 2025Q2: 2,393 shares; 2025Q3: 2,354 shares; 2025Q4: 2,270 shares 2,270 $493K <0.01% -84 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,128 shares; 2024Q4: 36,128 shares; 2025Q1: 34,603 shares; 2025Q2: 27,703 shares; 2025Q3: 27,703 shares; 2025Q4: 27,703 shares 27,703 $481K <0.01% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,767 shares; 2024Q4: 41,123 shares; 2025Q1: 30,446 shares; 2025Q2: 31,421 shares; 2025Q3: 29,821 shares; 2025Q4: 24,556 shares 24,556 $469K <0.01% -5,265 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,000 shares; 2025Q3: 13,000 shares; 2025Q4: 13,000 shares 13,000 $448K <0.01% 0 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 746,230 shares; 2024Q4: 746,044 shares; 2025Q1: 751,028 shares; 2025Q2: 78,266 shares; 2025Q3: 10,002 shares; 2025Q4: 6,657 shares 6,657 $446K <0.01% -3,345 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,834 shares; 2024Q4: 1,814 shares; 2025Q1: 1,281 shares; 2025Q2: 1,281 shares; 2025Q3: 1,281 shares; 2025Q4: 1,143 shares 1,143 $445K <0.01% -138 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,197 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,121 shares; 2025Q3: 2,121 shares; 2025Q4: 2,121 shares 2,121 $436K <0.01% 0 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: 842 shares; 2024Q4: 2,585 shares; 2025Q1: 2,585 shares; 2025Q2: not reported; 2025Q3: 817 shares; 2025Q4: 1,294 shares 1,294 $434K <0.01% +477 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,673 shares; 2024Q4: 2,133 shares; 2025Q1: 2,038 shares; 2025Q2: 1,773 shares; 2025Q3: 2,596 shares; 2025Q4: 2,013 shares 2,013 $431K <0.01% -583 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,699 shares; 2024Q4: 1,699 shares; 2025Q1: 1,699 shares; 2025Q2: 1,759 shares; 2025Q3: 1,759 shares; 2025Q4: 1,733 shares 1,733 $427K <0.01% -26 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: 2,800 shares; 2024Q4: 3,074 shares; 2025Q1: 2,600 shares; 2025Q2: 2,637 shares; 2025Q3: 2,641 shares; 2025Q4: 2,649 shares 2,649 $425K <0.01% +8 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,886 shares; 2025Q4: 1,962 shares 1,962 $413K <0.01% -11,924 Timeline RGR STURM RUGER & CO INC More: the full row for STURM RUGER & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,000 shares; 2024Q4: 12,000 shares; 2025Q1: 12,000 shares; 2025Q2: 12,000 shares; 2025Q3: 12,000 shares; 2025Q4: 12,000 shares 12,000 $392K <0.01% 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: not reported; 2024Q4: not reported; 2025Q1: 1,260 shares; 2025Q2: 1,568 shares; 2025Q3: 1,294 shares; 2025Q4: 1,496 shares 1,496 $386K <0.01% +202 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: 952 shares; 2024Q4: 1,014 shares; 2025Q1: 1,014 shares; 2025Q2: 1,064 shares; 2025Q3: 644 shares; 2025Q4: 624 shares 624 $356K <0.01% -20 Timeline NVEC NVE CORP More: the full row for NVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,300 shares; 2024Q4: 7,300 shares; 2025Q1: 7,300 shares; 2025Q2: 7,300 shares; 2025Q3: 6,000 shares; 2025Q4: 6,000 shares 6,000 $356K <0.01% 0 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,020 shares; 2024Q4: 2,020 shares; 2025Q1: 2,020 shares; 2025Q2: 2,060 shares; 2025Q3: 3,031 shares; 2025Q4: 2,020 shares 2,020 $355K <0.01% -1,011 Timeline DGII DIGI INTL INC More: the full row for DIGI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,000 shares; 2024Q4: 9,000 shares; 2025Q1: 9,000 shares; 2025Q2: 9,000 shares; 2025Q3: 8,000 shares; 2025Q4: 8,000 shares 8,000 $346K <0.01% 0 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,128 shares; 2024Q4: 1,128 shares; 2025Q1: 1,248 shares; 2025Q2: 1,178 shares; 2025Q3: 2,087 shares; 2025Q4: 688 shares 688 $336K <0.01% -1,399 Timeline IXN 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: 3,150 shares; 2024Q4: 3,150 shares; 2025Q1: 3,150 shares; 2025Q2: 3,150 shares; 2025Q3: 5,582 shares; 2025Q4: 3,150 shares 3,150 $331K <0.01% -2,432 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,955 shares; 2024Q4: 2,240 shares; 2025Q1: 2,140 shares; 2025Q2: 2,440 shares; 2025Q3: 2,440 shares; 2025Q4: 2,400 shares 2,400 $328K <0.01% -40 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,255 shares; 2025Q3: 3,150 shares; 2025Q4: 14,255 shares 14,255 $326K <0.01% +11,105 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,579 shares; 2025Q4: 5,129 shares 5,129 $320K <0.01% +550 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: 774 shares; 2024Q4: 888 shares; 2025Q1: 1,007 shares; 2025Q2: 1,498 shares; 2025Q3: 1,332 shares; 2025Q4: 1,184 shares 1,184 $318K <0.01% -148 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,509 shares; 2025Q4: 2,509 shares 2,509 $309K <0.01% 0 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,051 shares; 2025Q4: 1,033 shares 1,033 $303K <0.01% -18 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: 3,008 shares; 2024Q4: 3,008 shares; 2025Q1: 1,946 shares; 2025Q2: 3,053 shares; 2025Q3: 3,517 shares; 2025Q4: 2,495 shares 2,495 $300K <0.01% -1,022 Timeline HOG HARLEY DAVIDSON INC More: the full row for HARLEY DAVIDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,000 shares; 2024Q4: 7,000 shares; 2025Q1: not reported; 2025Q2: 14,000 shares; 2025Q3: 14,000 shares; 2025Q4: 14,000 shares 14,000 $287K <0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,525 shares; 2025Q3: 3,525 shares; 2025Q4: 3,525 shares 3,525 $286K <0.01% 0 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,533 shares; 2024Q4: 12,843 shares; 2025Q1: 11,291 shares; 2025Q2: 11,327 shares; 2025Q3: 11,327 shares; 2025Q4: 11,327 shares 11,327 $281K <0.01% 0 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 702 shares; 2024Q4: 677 shares; 2025Q1: 617 shares; 2025Q2: 617 shares; 2025Q3: 602 shares; 2025Q4: 602 shares 602 $280K <0.01% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,501 shares; 2025Q3: 2,275 shares; 2025Q4: 2,275 shares 2,275 $279K <0.01% 0 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,600 shares; 2025Q3: 8,600 shares; 2025Q4: 8,600 shares 8,600 $276K <0.01% 0 Timeline BOH BANK OF HI CORP More: the full row for BANK OF HI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,000 shares; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares 4,000 $273K <0.01% 0 Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,300 shares; 2024Q4: 3,300 shares; 2025Q1: 3,300 shares; 2025Q2: 3,300 shares; 2025Q3: 3,300 shares; 2025Q4: 3,300 shares 3,300 $271K <0.01% 0 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 528 shares; 2025Q4: 528 shares 528 $270K <0.01% 0 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 753 shares; 2024Q4: not reported; 2025Q1: 1,166 shares; 2025Q2: 1,169 shares; 2025Q3: 1,755 shares; 2025Q4: 1,169 shares 1,169 $268K <0.01% -586 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: 5,048 shares; 2024Q4: 5,051 shares; 2025Q1: 5,054 shares; 2025Q2: 5,156 shares; 2025Q3: 4,659 shares; 2025Q4: 4,561 shares 4,561 $263K <0.01% -98 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: 827 shares; 2024Q4: 821 shares; 2025Q1: 821 shares; 2025Q2: 817 shares; 2025Q3: 1,568 shares; 2025Q4: 817 shares 817 $257K <0.01% -751 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,374 shares; 2024Q4: 1,374 shares; 2025Q1: 1,449 shares; 2025Q2: 1,374 shares; 2025Q3: 1,356 shares; 2025Q4: 1,356 shares 1,356 $252K <0.01% 0 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,143 shares 1,143 $242K <0.01% new Timeline UFCS UNITED FIRE GROUP INC More: the full row for UNITED FIRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,108 shares; 2024Q4: 14,108 shares; 2025Q1: 12,108 shares; 2025Q2: 9,000 shares; 2025Q3: 6,600 shares; 2025Q4: 6,600 shares 6,600 $240K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,260 shares 5,260 $239K <0.01% new Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 800 shares; 2024Q4: 800 shares; 2025Q1: 800 shares; 2025Q2: 801 shares; 2025Q3: 801 shares; 2025Q4: 801 shares 801 $237K <0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,470 shares; 2024Q4: 1,470 shares; 2025Q1: 1,490 shares; 2025Q2: 1,470 shares; 2025Q3: 1,470 shares; 2025Q4: 1,470 shares 1,470 $235K <0.01% 0 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,378 shares; 2025Q2: 3,178 shares; 2025Q3: 3,178 shares; 2025Q4: 3,178 shares 3,178 $234K <0.01% 0 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,500 shares; 2024Q4: 10,540 shares; 2025Q1: 10,540 shares; 2025Q2: not reported; 2025Q3: 6,500 shares; 2025Q4: 6,500 shares 6,500 $226K <0.01% 0 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,038 shares; 2024Q4: 1,038 shares; 2025Q1: 1,128 shares; 2025Q2: 1,088 shares; 2025Q3: 1,050 shares; 2025Q4: 1,000 shares 1,000 $220K <0.01% -50 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD 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: 4,211 shares 4,211 $212K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,301 shares; 2025Q4: 1,301 shares 1,301 $212K <0.01% 0 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,500 shares; 2024Q4: 5,500 shares; 2025Q1: 5,500 shares; 2025Q2: not reported; 2025Q3: 7,524 shares; 2025Q4: 5,500 shares 5,500 $211K <0.01% -2,024 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: 9,740 shares; 2024Q4: 9,740 shares; 2025Q1: 10,545 shares; 2025Q2: 9,740 shares; 2025Q3: 9,740 shares; 2025Q4: 7,620 shares 7,620 $207K <0.01% -2,120 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 647 shares; 2025Q4: 648 shares 648 $206K <0.01% +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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,795 shares; 2025Q3: not reported; 2025Q4: 1,485 shares 1,485 $205K <0.01% new Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 331 shares; 2025Q4: 190 shares 190 $203K <0.01% -141 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP 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: 8,175 shares; 2025Q3: 7,830 shares; 2025Q4: 7,830 shares 7,830 $200K <0.01% 0 Timeline PATH UIPATH INC More: the full row for UIPATH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,125 shares; 2025Q4: 12,125 shares 12,125 $199K <0.01% 0 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: 19,000 shares; 2024Q4: 16,000 shares; 2025Q1: 16,000 shares; 2025Q2: 16,000 shares; 2025Q3: 13,500 shares; 2025Q4: 13,500 shares 13,500 $179K <0.01% 0 Timeline AEBI AEBI SCHMIDT HLDG AG More: the full row for AEBI SCHMIDT HLDG AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,401 shares; 2025Q4: 10,401 shares 10,401 $132K <0.01% 0 Timeline PLUG PLUG PWR INC More: the full row for PLUG PWR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares 10,000 $19.7K <0.01% 0 Timeline