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: 450,085 shares; 2024Q4: 436,444 shares; 2025Q1: 374,899 shares; 2025Q2: 375,782 shares; 2025Q3: 339,794 shares; 2025Q4: 328,132 shares 328,132 $114M 8.53% -11,662 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: 277,146 shares; 2024Q4: 274,316 shares; 2025Q1: 270,675 shares; 2025Q2: 273,434 shares; 2025Q3: 270,646 shares; 2025Q4: 268,988 shares 268,988 $73.1M 5.49% -1,658 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: 160,354 shares; 2024Q4: 157,469 shares; 2025Q1: 157,086 shares; 2025Q2: 158,950 shares; 2025Q3: 156,383 shares; 2025Q4: 155,598 shares 155,598 $50.1M 3.76% -785 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: 80,195 shares; 2024Q4: 80,605 shares; 2025Q1: 87,128 shares; 2025Q2: 88,513 shares; 2025Q3: 88,075 shares; 2025Q4: 88,327 shares 88,327 $42.7M 3.21% +252 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: 72,363 shares; 2024Q4: 71,768 shares; 2025Q1: 71,570 shares; 2025Q2: 72,053 shares; 2025Q3: 71,290 shares; 2025Q4: 70,935 shares 70,935 $40.6M 3.05% -355 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: 50,183 shares; 2024Q4: 49,134 shares; 2025Q1: 45,599 shares; 2025Q2: 46,349 shares; 2025Q3: 45,914 shares; 2025Q4: 45,558 shares 45,558 $40M 3.01% -356 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: 41,072 shares; 2024Q4: 40,604 shares; 2025Q1: 40,319 shares; 2025Q2: 40,194 shares; 2025Q3: 40,511 shares; 2025Q4: 40,238 shares 40,238 $34.7M 2.6% -273 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: 196,553 shares; 2024Q4: 198,185 shares; 2025Q1: 195,944 shares; 2025Q2: 203,193 shares; 2025Q3: 203,277 shares; 2025Q4: 201,627 shares 201,627 $34.5M 2.59% -1,650 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: 140,191 shares; 2024Q4: 162,840 shares; 2025Q1: 137,656 shares; 2025Q2: 140,070 shares; 2025Q3: 141,179 shares; 2025Q4: 139,439 shares 139,439 $31.9M 2.39% -1,740 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: 81,524 shares; 2024Q4: 87,179 shares; 2025Q1: 92,796 shares; 2025Q2: 98,628 shares; 2025Q3: 97,999 shares; 2025Q4: 96,616 shares 96,616 $30.2M 2.27% -1,383 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: 269,382 shares; 2024Q4: 262,024 shares; 2025Q1: 260,820 shares; 2025Q2: 262,563 shares; 2025Q3: 264,378 shares; 2025Q4: 261,480 shares 261,480 $29.1M 2.19% -2,898 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,617 shares; 2024Q4: 23,628 shares; 2025Q1: 24,257 shares; 2025Q2: 24,271 shares; 2025Q3: 24,278 shares; 2025Q4: 23,947 shares 23,947 $29.1M 2.18% -331 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: 73,704 shares; 2024Q4: 71,459 shares; 2025Q1: 70,939 shares; 2025Q2: 71,135 shares; 2025Q3: 70,538 shares; 2025Q4: 69,743 shares 69,743 $25.8M 1.94% -795 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: 72,388 shares; 2024Q4: 71,788 shares; 2025Q1: 71,638 shares; 2025Q2: 71,796 shares; 2025Q3: 92,158 shares; 2025Q4: 93,473 shares 93,473 $25.7M 1.93% +1,315 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: 106,383 shares; 2024Q4: 106,073 shares; 2025Q1: 106,073 shares; 2025Q2: 107,473 shares; 2025Q3: 107,273 shares; 2025Q4: 106,578 shares 106,578 $25.7M 1.93% -695 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: 68,475 shares; 2024Q4: 134,829 shares; 2025Q1: 136,550 shares; 2025Q2: 139,494 shares; 2025Q3: 139,912 shares; 2025Q4: 138,505 shares 138,505 $25.5M 1.92% -1,407 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: 36,665 shares; 2024Q4: 37,235 shares; 2025Q1: 36,915 shares; 2025Q2: 55,654 shares; 2025Q3: 76,165 shares; 2025Q4: 76,023 shares 76,023 $25.1M 1.88% -142 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: 311,588 shares; 2024Q4: 306,159 shares; 2025Q1: 306,154 shares; 2025Q2: 308,180 shares; 2025Q3: 305,226 shares; 2025Q4: 300,500 shares 300,500 $23.1M 1.74% -4,726 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: 118,394 shares; 2024Q4: 118,134 shares; 2025Q1: 120,197 shares; 2025Q2: 125,547 shares; 2025Q3: 113,192 shares; 2025Q4: 115,059 shares 115,059 $22.4M 1.68% +1,867 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: 56,911 shares; 2024Q4: 56,982 shares; 2025Q1: 60,292 shares; 2025Q2: 57,333 shares; 2025Q3: 57,080 shares; 2025Q4: 59,905 shares 59,905 $20.6M 1.55% +2,825 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: 55,513 shares; 2024Q4: 54,552 shares; 2025Q1: 55,600 shares; 2025Q2: 56,830 shares; 2025Q3: 56,482 shares; 2025Q4: 56,024 shares 56,024 $19.7M 1.48% -458 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: 21,636 shares; 2024Q4: 24,080 shares; 2025Q1: 24,998 shares; 2025Q2: 25,415 shares; 2025Q3: 25,584 shares; 2025Q4: 26,360 shares 26,360 $18M 1.35% +776 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 204,500 shares; 2025Q1: 204,550 shares; 2025Q2: 204,604 shares; 2025Q3: 204,507 shares; 2025Q4: 204,508 shares 204,508 $17.5M 1.32% +1 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: 274,776 shares; 2024Q4: 266,170 shares; 2025Q1: 266,247 shares; 2025Q2: 260,933 shares; 2025Q3: 264,923 shares; 2025Q4: 245,427 shares 245,427 $17.2M 1.29% -19,496 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,525 shares; 2024Q4: 74,527 shares; 2025Q1: 74,905 shares; 2025Q2: 77,142 shares; 2025Q3: 78,424 shares; 2025Q4: 78,714 shares 78,714 $17.1M 1.28% +290 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: 536,805 shares; 2024Q4: 528,405 shares; 2025Q1: 524,355 shares; 2025Q2: 529,013 shares; 2025Q3: 530,691 shares; 2025Q4: 530,241 shares 530,241 $17M 1.28% -450 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: 53,404 shares; 2024Q4: 53,213 shares; 2025Q1: 52,866 shares; 2025Q2: 55,268 shares; 2025Q3: 55,414 shares; 2025Q4: 55,204 shares 55,204 $14.6M 1.1% -210 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: 39,277 shares; 2024Q4: 39,428 shares; 2025Q1: 41,929 shares; 2025Q2: 42,938 shares; 2025Q3: 43,924 shares; 2025Q4: 43,620 shares 43,620 $14.3M 1.07% -304 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: 56,893 shares; 2024Q4: 56,474 shares; 2025Q1: 56,343 shares; 2025Q2: 58,116 shares; 2025Q3: 60,436 shares; 2025Q4: 59,716 shares 59,716 $13.8M 1.04% -720 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: 15,538 shares; 2024Q4: 20,752 shares; 2025Q1: 20,755 shares; 2025Q2: 26,211 shares; 2025Q3: 45,727 shares; 2025Q4: 49,114 shares 49,114 $11.3M 0.85% +3,387 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: 112,632 shares; 2024Q4: 116,568 shares; 2025Q1: 116,453 shares; 2025Q2: 114,360 shares; 2025Q3: 115,258 shares; 2025Q4: 112,568 shares 112,568 $11.2M 0.84% -2,690 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: 142,268 shares; 2024Q4: 121,730 shares; 2025Q1: 105,405 shares; 2025Q2: 110,460 shares; 2025Q3: 111,172 shares; 2025Q4: 111,170 shares 111,170 $10.4M 0.78% -2 Timeline LAM RESEARCH CORP LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,042 shares; 2024Q4: 100,270 shares; 2025Q1: 60,270 shares; 2025Q2: 60,270 shares; 2025Q3: 60,270 shares; 2025Q4: 59,870 shares 59,870 $10.2M 0.77% -400 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: 97,337 shares; 2024Q4: 95,610 shares; 2025Q1: 95,485 shares; 2025Q2: 97,577 shares; 2025Q3: 96,455 shares; 2025Q4: 95,530 shares 95,530 $10.1M 0.75% -925 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: 77,922 shares; 2024Q4: 78,982 shares; 2025Q1: 77,147 shares; 2025Q2: 77,722 shares; 2025Q3: 78,756 shares; 2025Q4: 77,656 shares 77,656 $10M 0.75% -1,100 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,028 shares; 2024Q4: 93,766 shares; 2025Q1: 93,446 shares; 2025Q2: 92,345 shares; 2025Q3: 91,078 shares; 2025Q4: 90,078 shares 90,078 $9.93M 0.75% -1,000 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: 45,253 shares; 2024Q4: 44,303 shares; 2025Q1: 45,303 shares; 2025Q2: 47,983 shares; 2025Q3: 49,005 shares; 2025Q4: 50,840 shares 50,840 $9.92M 0.74% +1,835 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: 16,450 shares; 2024Q4: 16,090 shares; 2025Q1: 16,027 shares; 2025Q2: 16,344 shares; 2025Q3: 15,965 shares; 2025Q4: 15,933 shares 15,933 $9.09M 0.68% -32 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: 98,241 shares; 2024Q4: 96,721 shares; 2025Q1: 95,555 shares; 2025Q2: 95,988 shares; 2025Q3: 94,655 shares; 2025Q4: 94,153 shares 94,153 $9.04M 0.68% -502 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: 75,874 shares; 2024Q4: 75,655 shares; 2025Q1: 75,856 shares; 2025Q2: 76,571 shares; 2025Q3: 75,313 shares; 2025Q4: 74,914 shares 74,914 $9.02M 0.68% -399 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: 50,402 shares; 2024Q4: 50,477 shares; 2025Q1: 49,756 shares; 2025Q2: 47,931 shares; 2025Q3: 48,132 shares; 2025Q4: 47,212 shares 47,212 $8.81M 0.66% -920 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: 61,490 shares; 2024Q4: 61,220 shares; 2025Q1: 59,283 shares; 2025Q2: 59,327 shares; 2025Q3: 58,973 shares; 2025Q4: 59,239 shares 59,239 $8.49M 0.64% +266 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: 46,615 shares; 2024Q4: 46,342 shares; 2025Q1: 31,342 shares; 2025Q2: 20,342 shares; 2025Q3: 20,342 shares; 2025Q4: 20,342 shares 20,342 $8.06M 0.61% 0 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: 18,084 shares; 2024Q4: 16,935 shares; 2025Q1: 17,719 shares; 2025Q2: 17,750 shares; 2025Q3: 17,716 shares; 2025Q4: 17,647 shares 17,647 $7.94M 0.6% -69 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: 77,139 shares; 2024Q4: 77,139 shares; 2025Q1: 77,389 shares; 2025Q2: 77,389 shares; 2025Q3: 77,389 shares; 2025Q4: 76,689 shares 76,689 $7.66M 0.58% -700 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: 65,702 shares; 2024Q4: 78,065 shares; 2025Q1: 62,647 shares; 2025Q2: 61,898 shares; 2025Q3: 61,399 shares; 2025Q4: 60,874 shares 60,874 $7.63M 0.57% -525 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 209,570 shares; 2024Q4: 132,395 shares; 2025Q1: 132,620 shares; 2025Q2: 175,965 shares; 2025Q3: 178,796 shares; 2025Q4: 175,484 shares 175,484 $7.6M 0.57% -3,312 Timeline MTZ MASTEC INC More: the full row for MASTEC 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: 23,605 shares; 2025Q2: 24,650 shares; 2025Q3: 31,605 shares; 2025Q4: 34,625 shares 34,625 $7.53M 0.57% +3,020 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,285 shares; 2024Q4: 51,815 shares; 2025Q1: 51,865 shares; 2025Q2: 54,995 shares; 2025Q3: 54,795 shares; 2025Q4: 54,845 shares 54,845 $7.26M 0.55% +50 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: 62,911 shares; 2024Q4: 61,711 shares; 2025Q1: 62,346 shares; 2025Q2: 63,996 shares; 2025Q3: 62,961 shares; 2025Q4: 62,281 shares 62,281 $7.09M 0.53% -680 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: 24,377 shares; 2024Q4: 24,082 shares; 2025Q1: 23,897 shares; 2025Q2: 23,929 shares; 2025Q3: 23,847 shares; 2025Q4: 23,715 shares 23,715 $6.96M 0.52% -132 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: 2,015 shares; 2024Q4: 2,015 shares; 2025Q1: 1,965 shares; 2025Q2: 2,007 shares; 2025Q3: 2,007 shares; 2025Q4: 1,998 shares 1,998 $6.78M 0.51% -9 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: 10,279 shares; 2024Q4: 9,482 shares; 2025Q1: 9,486 shares; 2025Q2: 9,602 shares; 2025Q3: 10,013 shares; 2025Q4: 10,265 shares 10,265 $6.78M 0.51% +252 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: 62,335 shares; 2024Q4: 60,442 shares; 2025Q1: 30,442 shares; 2025Q2: 30,142 shares; 2025Q3: 29,942 shares; 2025Q4: 30,342 shares 30,342 $6.5M 0.49% +400 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: 12,397 shares; 2024Q4: 11,907 shares; 2025Q1: 11,562 shares; 2025Q2: 11,162 shares; 2025Q3: 10,776 shares; 2025Q4: 10,846 shares 10,846 $6.28M 0.47% +70 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,907 shares; 2024Q4: 22,107 shares; 2025Q1: 21,632 shares; 2025Q2: 22,044 shares; 2025Q3: 21,244 shares; 2025Q4: 21,107 shares 21,107 $5.98M 0.45% -137 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,500 shares; 2024Q4: 109,500 shares; 2025Q1: 70,000 shares; 2025Q2: 70,000 shares; 2025Q3: 69,900 shares; 2025Q4: 69,900 shares 69,900 $5.94M 0.45% 0 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: 29,007 shares; 2024Q4: 28,408 shares; 2025Q1: 28,259 shares; 2025Q2: 28,209 shares; 2025Q3: 28,464 shares; 2025Q4: 28,640 shares 28,640 $5.93M 0.44% +176 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: 76,336 shares; 2024Q4: 75,511 shares; 2025Q1: 74,791 shares; 2025Q2: 74,431 shares; 2025Q3: 76,236 shares; 2025Q4: 74,611 shares 74,611 $5.92M 0.44% -1,625 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,276 shares; 2024Q4: 15,787 shares; 2025Q1: 13,856 shares; 2025Q2: 13,650 shares; 2025Q3: 13,657 shares; 2025Q4: 13,541 shares 13,541 $5.72M 0.43% -116 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: 31,028 shares; 2024Q4: 31,003 shares; 2025Q1: 21,103 shares; 2025Q2: 21,103 shares; 2025Q3: 21,103 shares; 2025Q4: 21,103 shares 21,103 $5.42M 0.41% 0 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: 93,669 shares; 2024Q4: 93,669 shares; 2025Q1: 93,669 shares; 2025Q2: 93,906 shares; 2025Q3: 92,772 shares; 2025Q4: 91,399 shares 91,399 $5.03M 0.38% -1,373 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: 71,354 shares; 2024Q4: 68,660 shares; 2025Q1: 52,993 shares; 2025Q2: 51,828 shares; 2025Q3: 49,728 shares; 2025Q4: 47,753 shares 47,753 $4.85M 0.36% -1,975 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: 8,528 shares; 2024Q4: 8,714 shares; 2025Q1: 13,008 shares; 2025Q2: 13,018 shares; 2025Q3: 13,748 shares; 2025Q4: 14,608 shares 14,608 $4.65M 0.35% +860 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: 168,985 shares; 2024Q4: 160,309 shares; 2025Q1: 129,659 shares; 2025Q2: 129,634 shares; 2025Q3: 122,984 shares; 2025Q4: 120,751 shares 120,751 $4.46M 0.33% -2,233 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: 14,377 shares; 2024Q4: 14,617 shares; 2025Q1: 14,458 shares; 2025Q2: 14,489 shares; 2025Q3: 14,523 shares; 2025Q4: 14,473 shares 14,473 $4.42M 0.33% -50 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: 9,621 shares; 2024Q4: 7,751 shares; 2025Q1: 7,063 shares; 2025Q2: 7,058 shares; 2025Q3: 7,198 shares; 2025Q4: 7,172 shares 7,172 $4.41M 0.33% -26 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: 29,123 shares; 2024Q4: 28,471 shares; 2025Q1: 27,767 shares; 2025Q2: 27,663 shares; 2025Q3: 27,813 shares; 2025Q4: 27,713 shares 27,713 $4.26M 0.32% -100 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,096 shares; 2024Q4: 9,057 shares; 2025Q1: 8,962 shares; 2025Q2: 9,077 shares; 2025Q3: 9,143 shares; 2025Q4: 9,299 shares 9,299 $4.14M 0.31% +156 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: 34,969 shares; 2024Q4: 34,669 shares; 2025Q1: 34,516 shares; 2025Q2: 34,839 shares; 2025Q3: 34,879 shares; 2025Q4: 34,879 shares 34,879 $4.09M 0.31% 0 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,240 shares; 2024Q4: 36,115 shares; 2025Q1: 36,275 shares; 2025Q2: 37,075 shares; 2025Q3: 37,265 shares; 2025Q4: 35,065 shares 35,065 $3.68M 0.28% -2,200 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: 80,513 shares; 2024Q4: 80,963 shares; 2025Q1: 79,281 shares; 2025Q2: 83,540 shares; 2025Q3: 82,764 shares; 2025Q4: 87,334 shares 87,334 $3.56M 0.27% +4,570 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,121 shares; 2024Q4: 65,223 shares; 2025Q1: 62,350 shares; 2025Q2: 62,751 shares; 2025Q3: 62,603 shares; 2025Q4: 61,453 shares 61,453 $3.46M 0.26% -1,150 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: 148,432 shares; 2024Q4: 146,532 shares; 2025Q1: 147,273 shares; 2025Q2: 138,509 shares; 2025Q3: 138,209 shares; 2025Q4: 138,509 shares 138,509 $3.45M 0.26% +300 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,547 shares; 2024Q4: 58,182 shares; 2025Q1: 55,432 shares; 2025Q2: 46,882 shares; 2025Q3: 44,882 shares; 2025Q4: 43,472 shares 43,472 $3.36M 0.25% -1,410 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,845 shares; 2024Q4: 45,200 shares; 2025Q1: 45,200 shares; 2025Q2: 44,500 shares; 2025Q3: 42,750 shares; 2025Q4: 40,500 shares 40,500 $3.36M 0.25% -2,250 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: 29,501 shares; 2024Q4: 29,501 shares; 2025Q1: 29,951 shares; 2025Q2: 35,334 shares; 2025Q3: 35,651 shares; 2025Q4: 35,451 shares 35,451 $3.3M 0.25% -200 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: 9,188 shares; 2024Q4: 9,088 shares; 2025Q1: 10,283 shares; 2025Q2: 10,414 shares; 2025Q3: 10,439 shares; 2025Q4: 10,312 shares 10,312 $3.24M 0.24% -127 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: 10,886 shares; 2024Q4: 10,871 shares; 2025Q1: 10,709 shares; 2025Q2: 10,740 shares; 2025Q3: 10,774 shares; 2025Q4: 10,754 shares 10,754 $3.19M 0.24% -20 Timeline MGA MAGNA INTL INC More: the full row for MAGNA INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,870 shares; 2024Q4: 75,095 shares; 2025Q1: 70,070 shares; 2025Q2: 67,990 shares; 2025Q3: 60,220 shares; 2025Q4: 59,220 shares 59,220 $3.16M 0.24% -1,000 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: 537 shares; 2024Q4: 1,996 shares; 2025Q1: 3,227 shares; 2025Q2: 4,085 shares; 2025Q3: 4,998 shares; 2025Q4: 5,506 shares 5,506 $3.12M 0.23% +508 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: 45,123 shares; 2024Q4: 45,208 shares; 2025Q1: 45,808 shares; 2025Q2: 48,608 shares; 2025Q3: 49,208 shares; 2025Q4: 52,588 shares 52,588 $3.07M 0.23% +3,380 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,234 shares; 2024Q4: 15,078 shares; 2025Q1: 14,728 shares; 2025Q2: 14,718 shares; 2025Q3: 14,828 shares; 2025Q4: 14,648 shares 14,648 $2.81M 0.21% -180 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: 10,120 shares; 2024Q4: 10,170 shares; 2025Q1: 10,170 shares; 2025Q2: 10,145 shares; 2025Q3: 10,138 shares; 2025Q4: 10,138 shares 10,138 $2.72M 0.2% 0 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: 35,201 shares; 2024Q4: 36,429 shares; 2025Q1: 34,379 shares; 2025Q2: 32,798 shares; 2025Q3: 32,548 shares; 2025Q4: 31,404 shares 31,404 $2.64M 0.2% -1,144 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: 14,093 shares; 2024Q4: 14,074 shares; 2025Q1: 14,044 shares; 2025Q2: 14,083 shares; 2025Q3: 14,069 shares; 2025Q4: 14,058 shares 14,058 $2.58M 0.19% -11 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,850 shares; 2024Q4: 15,650 shares; 2025Q1: 15,750 shares; 2025Q2: 15,750 shares; 2025Q3: 16,450 shares; 2025Q4: 16,450 shares 16,450 $2.54M 0.19% 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: 5,497 shares; 2024Q4: 5,498 shares; 2025Q1: 5,449 shares; 2025Q2: 5,163 shares; 2025Q3: 5,150 shares; 2025Q4: 5,150 shares 5,150 $2.51M 0.19% 0 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,770 shares; 2024Q4: 22,370 shares; 2025Q1: 18,630 shares; 2025Q2: 18,805 shares; 2025Q3: 19,097 shares; 2025Q4: 18,597 shares 18,597 $2.47M 0.19% -500 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: 22,151 shares; 2024Q4: 19,651 shares; 2025Q1: 19,551 shares; 2025Q2: 19,599 shares; 2025Q3: 19,501 shares; 2025Q4: 19,101 shares 19,101 $2.34M 0.18% -400 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,047 shares; 2024Q4: 1,959 shares; 2025Q1: 2,047 shares; 2025Q2: 2,010 shares; 2025Q3: 1,992 shares; 2025Q4: 1,947 shares 1,947 $2.09M 0.16% -45 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: 46,256 shares; 2024Q4: 46,256 shares; 2025Q1: 45,906 shares; 2025Q2: 41,956 shares; 2025Q3: 40,681 shares; 2025Q4: 40,681 shares 40,681 $2M 0.15% 0 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,175 shares; 2024Q4: 11,175 shares; 2025Q1: 10,675 shares; 2025Q2: 10,675 shares; 2025Q3: 10,675 shares; 2025Q4: 10,675 shares 10,675 $1.96M 0.15% 0 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,895 shares; 2024Q4: 14,595 shares; 2025Q1: 14,420 shares; 2025Q2: 14,120 shares; 2025Q3: 14,120 shares; 2025Q4: 14,020 shares 14,020 $1.93M 0.15% -100 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 36,500 shares 36,500 $1.84M 0.14% new Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,509 shares; 2024Q4: 40,309 shares; 2025Q1: 39,384 shares; 2025Q2: 38,534 shares; 2025Q3: 30,634 shares; 2025Q4: 28,934 shares 28,934 $1.75M 0.13% -1,700 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: 5,511 shares; 2024Q4: 5,493 shares; 2025Q1: 5,395 shares; 2025Q2: 5,648 shares; 2025Q3: 5,648 shares; 2025Q4: 11,284 shares 11,284 $1.62M 0.12% +5,636 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: 30,974 shares; 2024Q4: 28,736 shares; 2025Q1: 28,459 shares; 2025Q2: 28,539 shares; 2025Q3: 28,539 shares; 2025Q4: 29,539 shares 29,539 $1.62M 0.12% +1,000 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: 10,090 shares; 2024Q4: 9,731 shares; 2025Q1: 9,693 shares; 2025Q2: 9,693 shares; 2025Q3: 10,658 shares; 2025Q4: 10,158 shares 10,158 $1.55M 0.12% -500 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,434 shares; 2024Q4: 41,434 shares; 2025Q1: 40,929 shares; 2025Q2: 41,188 shares; 2025Q3: 41,188 shares; 2025Q4: 41,188 shares 41,188 $1.49M 0.11% 0 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: 8,589 shares; 2024Q4: 8,589 shares; 2025Q1: 8,589 shares; 2025Q2: 8,589 shares; 2025Q3: 8,589 shares; 2025Q4: 8,589 shares 8,589 $1.49M 0.11% 0 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,960 shares; 2024Q4: 22,635 shares; 2025Q1: 22,635 shares; 2025Q2: 22,635 shares; 2025Q3: 22,365 shares; 2025Q4: 22,365 shares 22,365 $1.48M 0.11% 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: 33,638 shares; 2024Q4: 34,138 shares; 2025Q1: 30,738 shares; 2025Q2: 29,451 shares; 2025Q3: 28,453 shares; 2025Q4: 25,953 shares 25,953 $1.4M 0.11% -2,500 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: 16,118 shares; 2024Q4: 16,118 shares; 2025Q1: 18,218 shares; 2025Q2: 22,848 shares; 2025Q3: 22,718 shares; 2025Q4: 23,718 shares 23,718 $1.37M 0.1% +1,000 Timeline AGCO AGCO CORP More: the full row for AGCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,600 shares; 2024Q4: 13,100 shares; 2025Q1: 13,100 shares; 2025Q2: 13,100 shares; 2025Q3: 13,100 shares; 2025Q4: 13,100 shares 13,100 $1.37M 0.1% 0 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,215 shares; 2024Q4: 13,315 shares; 2025Q1: 13,215 shares; 2025Q2: 13,165 shares; 2025Q3: 13,115 shares; 2025Q4: 12,765 shares 12,765 $1.29M 0.1% -350 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,000 shares; 2024Q4: 21,000 shares; 2025Q1: 21,000 shares; 2025Q2: 21,000 shares; 2025Q3: 21,000 shares; 2025Q4: 21,000 shares 21,000 $1.26M 0.09% 0 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE 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: 19,260 shares 19,260 $1.26M 0.09% new 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: 62,299 shares; 2024Q4: 54,993 shares; 2025Q1: 54,911 shares; 2025Q2: 55,573 shares; 2025Q3: 53,697 shares; 2025Q4: 49,692 shares 49,692 $1.22M 0.09% -4,005 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 408 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 406 shares; 2025Q4: 2,485 shares 2,485 $1.2M 0.09% +2,079 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: 9,344 shares; 2024Q4: 6,860 shares; 2025Q1: 6,800 shares; 2025Q2: 6,826 shares; 2025Q3: 6,616 shares; 2025Q4: 6,816 shares 6,816 $1.06M 0.08% +200 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,633 shares; 2024Q4: 5,608 shares; 2025Q1: 5,483 shares; 2025Q2: 5,633 shares; 2025Q3: 5,633 shares; 2025Q4: 5,383 shares 5,383 $1.05M 0.08% -250 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: 9,632 shares; 2024Q4: 9,579 shares; 2025Q1: 9,579 shares; 2025Q2: 9,655 shares; 2025Q3: 9,579 shares; 2025Q4: 8,579 shares 8,579 $1M 0.08% -1,000 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,594 shares; 2024Q4: 18,817 shares; 2025Q1: 16,474 shares; 2025Q2: 16,496 shares; 2025Q3: 14,818 shares; 2025Q4: 14,818 shares 14,818 $993K 0.07% 0 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: 2,820 shares; 2024Q4: 2,505 shares; 2025Q1: 2,225 shares; 2025Q2: 2,053 shares; 2025Q3: 2,053 shares; 2025Q4: 1,953 shares 1,953 $982K 0.07% -100 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,904 shares; 2024Q4: 7,704 shares; 2025Q1: 7,187 shares; 2025Q2: 7,365 shares; 2025Q3: 7,899 shares; 2025Q4: 7,898 shares 7,898 $971K 0.07% -1 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,335 shares; 2024Q4: 10,085 shares; 2025Q1: 10,085 shares; 2025Q2: 10,085 shares; 2025Q3: 10,725 shares; 2025Q4: 11,075 shares 11,075 $965K 0.07% +350 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: not reported; 2024Q4: not reported; 2025Q1: 25,375 shares; 2025Q2: 19,575 shares; 2025Q3: 15,105 shares; 2025Q4: 13,025 shares 13,025 $935K 0.07% -2,080 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: 6,300 shares; 2024Q4: 6,300 shares; 2025Q1: 6,300 shares; 2025Q2: 6,300 shares; 2025Q3: 6,300 shares; 2025Q4: 6,300 shares 6,300 $904K 0.07% 0 Timeline MOS MOSAIC CO More: the full row for MOSAIC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,650 shares; 2024Q4: 44,050 shares; 2025Q1: 42,950 shares; 2025Q2: 43,650 shares; 2025Q3: 41,950 shares; 2025Q4: 37,350 shares 37,350 $900K 0.07% -4,600 Timeline AYI ACUITY INC More: the full row for ACUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,800 shares; 2024Q4: 1,800 shares; 2025Q1: 2,300 shares; 2025Q2: 2,300 shares; 2025Q3: 2,297 shares; 2025Q4: 2,497 shares 2,497 $899K 0.07% +200 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: 10,127 shares; 2024Q4: 10,103 shares; 2025Q1: 10,121 shares; 2025Q2: 10,234 shares; 2025Q3: 10,007 shares; 2025Q4: 9,986 shares 9,986 $871K 0.07% -21 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,900 shares; 2024Q4: 4,800 shares; 2025Q1: 4,800 shares; 2025Q2: 4,800 shares; 2025Q3: 4,800 shares; 2025Q4: 4,800 shares 4,800 $865K 0.06% 0 Timeline IBB 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: 4,186 shares; 2024Q4: 4,886 shares; 2025Q1: 4,886 shares; 2025Q2: 4,886 shares; 2025Q3: 4,886 shares; 2025Q4: 4,916 shares 4,916 $830K 0.06% +30 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: 3,453 shares; 2024Q4: 2,227 shares; 2025Q1: 2,262 shares; 2025Q2: 2,351 shares; 2025Q3: 2,450 shares; 2025Q4: 2,450 shares 2,450 $821K 0.06% 0 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,630 shares; 2024Q4: 8,632 shares; 2025Q1: 8,259 shares; 2025Q2: 8,262 shares; 2025Q3: 8,265 shares; 2025Q4: 7,765 shares 7,765 $808K 0.06% -500 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,537 shares; 2024Q4: 5,561 shares; 2025Q1: 5,581 shares; 2025Q2: 5,581 shares; 2025Q3: 5,581 shares; 2025Q4: 5,591 shares 5,591 $789K 0.06% +10 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: 14,389 shares; 2024Q4: 14,389 shares; 2025Q1: 13,889 shares; 2025Q2: 14,634 shares; 2025Q3: 12,834 shares; 2025Q4: 12,834 shares 12,834 $752K 0.06% 0 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,259 shares; 2024Q4: 8,284 shares; 2025Q1: 8,244 shares; 2025Q2: 8,192 shares; 2025Q3: 8,192 shares; 2025Q4: 16,384 shares 16,384 $733K 0.05% +8,192 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: 33,041 shares; 2024Q4: 31,110 shares; 2025Q1: 29,611 shares; 2025Q2: 29,991 shares; 2025Q3: 29,602 shares; 2025Q4: 28,434 shares 28,434 $706K 0.05% -1,168 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,051 shares; 2024Q4: 1,103 shares; 2025Q1: 1,036 shares; 2025Q2: 1,019 shares; 2025Q3: 1,015 shares; 2025Q4: 1,015 shares 1,015 $695K 0.05% 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: 7,607 shares; 2024Q4: 7,507 shares; 2025Q1: 7,507 shares; 2025Q2: 7,507 shares; 2025Q3: 7,457 shares; 2025Q4: 7,457 shares 7,457 $660K 0.05% 0 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,700 shares; 2024Q4: 8,700 shares; 2025Q1: 8,700 shares; 2025Q2: 8,700 shares; 2025Q3: 8,700 shares; 2025Q4: 8,700 shares 8,700 $641K 0.05% 0 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,517 shares; 2024Q4: 26,906 shares; 2025Q1: 27,257 shares; 2025Q2: 27,659 shares; 2025Q3: 37,705 shares; 2025Q4: 38,335 shares 38,335 $632K 0.05% +630 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: 1,300 shares; 2024Q4: 1,300 shares; 2025Q1: 1,300 shares; 2025Q2: 1,318 shares; 2025Q3: 1,300 shares; 2025Q4: 1,300 shares 1,300 $605K 0.05% 0 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,862 shares 6,862 $560K 0.04% new 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: 1,947 shares; 2024Q4: 1,944 shares; 2025Q1: 1,935 shares; 2025Q2: 1,929 shares; 2025Q3: 1,931 shares; 2025Q4: 1,931 shares 1,931 $560K 0.04% 0 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: 686 shares; 2024Q4: 686 shares; 2025Q1: 673 shares; 2025Q2: 673 shares; 2025Q3: 673 shares; 2025Q4: 673 shares 673 $552K 0.04% 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: 1,055 shares; 2024Q4: 1,055 shares; 2025Q1: 1,055 shares; 2025Q2: 1,077 shares; 2025Q3: 1,077 shares; 2025Q4: 1,077 shares 1,077 $550K 0.04% 0 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,200 shares; 2024Q4: 16,300 shares; 2025Q1: 15,600 shares; 2025Q2: 15,528 shares; 2025Q3: 14,028 shares; 2025Q4: 13,463 shares 13,463 $541K 0.04% -565 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: 3,108 shares; 2024Q4: 3,108 shares; 2025Q1: 3,108 shares; 2025Q2: 3,225 shares; 2025Q3: 3,225 shares; 2025Q4: 3,225 shares 3,225 $517K 0.04% 0 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares 2,000 $512K 0.04% 0 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: 1,474 shares; 2024Q4: 1,466 shares; 2025Q1: 1,466 shares; 2025Q2: 1,465 shares; 2025Q3: 1,461 shares; 2025Q4: 1,460 shares 1,460 $512K 0.04% -1 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,650 shares; 2024Q4: 5,650 shares; 2025Q1: 5,700 shares; 2025Q2: 5,500 shares; 2025Q3: 5,700 shares; 2025Q4: 6,050 shares 6,050 $507K 0.04% +350 Timeline BXMX NUVEEN S&P 500 BUY-WRITE INCOM More: the full row for NUVEEN S&P 500 BUY-WRITE INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,300 shares; 2024Q4: 20,300 shares; 2025Q1: 27,300 shares; 2025Q2: 27,300 shares; 2025Q3: 34,300 shares; 2025Q4: 34,300 shares 34,300 $504K 0.04% 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: 10,283 shares 10,283 $500K 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 751 shares 751 $491K 0.04% new Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 525 shares; 2024Q4: 530 shares; 2025Q1: 559 shares; 2025Q2: 340 shares; 2025Q3: 354 shares; 2025Q4: 5,160 shares 5,160 $484K 0.04% +4,806 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,650 shares; 2024Q4: 3,350 shares; 2025Q1: 3,350 shares; 2025Q2: 3,150 shares; 2025Q3: 3,050 shares; 2025Q4: 3,050 shares 3,050 $454K 0.03% 0 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,970 shares; 2024Q4: 8,970 shares; 2025Q1: 8,970 shares; 2025Q2: 8,637 shares; 2025Q3: 8,427 shares; 2025Q4: 8,427 shares 8,427 $450K 0.03% 0 Timeline STM STMICROELECTRONICS N V More: the full row for STMICROELECTRONICS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,300 shares; 2024Q4: 21,300 shares; 2025Q1: 20,550 shares; 2025Q2: 18,550 shares; 2025Q3: 17,800 shares; 2025Q4: 17,200 shares 17,200 $446K 0.03% -600 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,792 shares; 2024Q4: 39,542 shares; 2025Q1: 36,745 shares; 2025Q2: 33,310 shares; 2025Q3: 20,034 shares; 2025Q4: 18,152 shares 18,152 $424K 0.03% -1,882 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,150 shares; 2024Q4: 2,050 shares; 2025Q1: 1,960 shares; 2025Q2: 1,960 shares; 2025Q3: 2,060 shares; 2025Q4: 2,060 shares 2,060 $421K 0.03% 0 Timeline INMD INMODE LTD More: the full row for INMODE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,975 shares; 2024Q4: 37,835 shares; 2025Q1: 34,575 shares; 2025Q2: 34,425 shares; 2025Q3: 28,400 shares; 2025Q4: 28,400 shares 28,400 $417K 0.03% 0 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,907 shares; 2024Q4: 11,507 shares; 2025Q1: 11,507 shares; 2025Q2: 11,507 shares; 2025Q3: 10,910 shares; 2025Q4: 10,810 shares 10,810 $415K 0.03% -100 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,800 shares; 2024Q4: 1,812 shares; 2025Q1: 1,812 shares; 2025Q2: 1,833 shares; 2025Q3: 1,812 shares; 2025Q4: 1,812 shares 1,812 $404K 0.03% 0 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: 3,347 shares; 2024Q4: 3,032 shares; 2025Q1: 2,892 shares; 2025Q2: 2,892 shares; 2025Q3: 2,832 shares; 2025Q4: 2,789 shares 2,789 $400K 0.03% -43 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: not reported; 2025Q1: 1,585 shares; 2025Q2: 1,585 shares; 2025Q3: 1,585 shares; 2025Q4: 1,585 shares 1,585 $384K 0.03% 0 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,600 shares; 2024Q4: 4,600 shares; 2025Q1: 4,600 shares; 2025Q2: 4,600 shares; 2025Q3: 4,600 shares; 2025Q4: 4,600 shares 4,600 $377K 0.03% 0 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,320 shares; 2025Q4: 1,320 shares 1,320 $377K 0.03% 0 Timeline EAT BRINKER INTL INC More: the full row for BRINKER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,550 shares 2,550 $366K 0.03% new Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,168 shares; 2024Q4: not reported; 2025Q1: 1,176 shares; 2025Q2: 1,177 shares; 2025Q3: 1,192 shares; 2025Q4: 1,184 shares 1,184 $365K 0.03% -8 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: 3,400 shares; 2024Q4: 3,400 shares; 2025Q1: 3,000 shares; 2025Q2: 3,127 shares; 2025Q3: 3,127 shares; 2025Q4: 3,127 shares 3,127 $363K 0.03% 0 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,454 shares; 2024Q4: 1,408 shares; 2025Q1: 1,408 shares; 2025Q2: 1,429 shares; 2025Q3: 1,408 shares; 2025Q4: 1,408 shares 1,408 $362K 0.03% 0 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,050 shares; 2024Q4: 1,050 shares; 2025Q1: 1,050 shares; 2025Q2: 1,050 shares; 2025Q3: 1,050 shares; 2025Q4: 1,050 shares 1,050 $360K 0.03% 0 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,256 shares; 2024Q4: 2,256 shares; 2025Q1: 2,256 shares; 2025Q2: 2,256 shares; 2025Q3: 2,256 shares; 2025Q4: 2,256 shares 2,256 $348K 0.03% 0 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,099 shares; 2024Q4: 4,099 shares; 2025Q1: 4,712 shares; 2025Q2: 4,979 shares; 2025Q3: 4,712 shares; 2025Q4: 4,712 shares 4,712 $346K 0.03% 0 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,700 shares; 2024Q4: 1,700 shares; 2025Q1: 1,700 shares; 2025Q2: 1,700 shares; 2025Q3: 1,700 shares; 2025Q4: 1,700 shares 1,700 $339K 0.03% 0 Timeline UVE UNIVERSAL INS HLDGS INC More: the full row for UNIVERSAL INS HLDGS 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 $338K 0.03% 0 Timeline VBR 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: 1,673 shares; 2024Q4: 1,673 shares; 2025Q1: 1,633 shares; 2025Q2: 1,633 shares; 2025Q3: 1,668 shares; 2025Q4: 1,593 shares 1,593 $337K 0.03% -75 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,702 shares; 2024Q4: 6,702 shares; 2025Q1: 6,702 shares; 2025Q2: 6,702 shares; 2025Q3: 6,550 shares; 2025Q4: 6,550 shares 6,550 $333K 0.03% 0 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 810 shares; 2024Q4: 810 shares; 2025Q1: 810 shares; 2025Q2: 740 shares; 2025Q3: 740 shares; 2025Q4: 740 shares 740 $332K 0.02% 0 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: 7,156 shares; 2024Q4: 6,256 shares; 2025Q1: 6,256 shares; 2025Q2: 6,256 shares; 2025Q3: 6,256 shares; 2025Q4: 6,256 shares 6,256 $331K 0.02% 0 Timeline CWST CASELLA WASTE SYS INC More: the full row for CASELLA WASTE SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,460 shares; 2024Q4: 3,460 shares; 2025Q1: 3,350 shares; 2025Q2: 3,350 shares; 2025Q3: 3,350 shares; 2025Q4: 3,350 shares 3,350 $328K 0.02% 0 Timeline ECML EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,863 shares; 2024Q4: 15,863 shares; 2025Q1: 9,800 shares; 2025Q2: 9,800 shares; 2025Q3: 9,800 shares; 2025Q4: 9,800 shares 9,800 $327K 0.02% 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: 534 shares; 2024Q4: 575 shares; 2025Q1: 575 shares; 2025Q2: 575 shares; 2025Q3: 575 shares; 2025Q4: 565 shares 565 $323K 0.02% -10 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,300 shares; 2024Q4: 2,300 shares; 2025Q1: 2,100 shares; 2025Q2: 2,100 shares; 2025Q3: 2,100 shares; 2025Q4: 2,100 shares 2,100 $318K 0.02% 0 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,607 shares; 2024Q4: 4,007 shares; 2025Q1: 4,007 shares; 2025Q2: 4,272 shares; 2025Q3: 4,282 shares; 2025Q4: 4,272 shares 4,272 $314K 0.02% -10 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 945 shares; 2024Q4: 945 shares; 2025Q1: 945 shares; 2025Q2: 945 shares; 2025Q3: 945 shares; 2025Q4: 945 shares 945 $305K 0.02% 0 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: 19,900 shares; 2024Q4: 19,600 shares; 2025Q1: 19,300 shares; 2025Q2: 7,700 shares; 2025Q3: 6,400 shares; 2025Q4: 6,400 shares 6,400 $298K 0.02% 0 Timeline NVIDIA CORPORATION 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 65 shares; 2025Q4: 50 shares 50 $289K 0.02% -15 DSGX DESCARTES SYS GROUP INC More: the full row for DESCARTES SYS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,545 shares; 2024Q4: 3,545 shares; 2025Q1: 3,235 shares; 2025Q2: 3,235 shares; 2025Q3: 3,235 shares; 2025Q4: 3,235 shares 3,235 $284K 0.02% 0 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 889 shares; 2024Q4: 889 shares; 2025Q1: 889 shares; 2025Q2: 889 shares; 2025Q3: 889 shares; 2025Q4: 889 shares 889 $280K 0.02% 0 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59 shares; 2024Q4: 59 shares; 2025Q1: 52 shares; 2025Q2: 52 shares; 2025Q3: 52 shares; 2025Q4: 52 shares 52 $278K 0.02% 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: 1,080 shares; 2024Q4: 1,073 shares; 2025Q1: 1,067 shares; 2025Q2: 1,067 shares; 2025Q3: 1,067 shares; 2025Q4: 1,067 shares 1,067 $275K 0.02% 0 Timeline ROAD CONSTRUCTION PARTNERS INC More: the full row for CONSTRUCTION PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,751 shares; 2024Q4: 3,751 shares; 2025Q1: 3,751 shares; 2025Q2: 3,196 shares; 2025Q3: 2,511 shares; 2025Q4: 2,511 shares 2,511 $273K 0.02% 0 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,716 shares; 2024Q4: 1,716 shares; 2025Q1: 1,666 shares; 2025Q2: 1,666 shares; 2025Q3: 1,666 shares; 2025Q4: 1,666 shares 1,666 $272K 0.02% 0 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,122 shares; 2024Q4: 9,366 shares; 2025Q1: 9,366 shares; 2025Q2: 9,366 shares; 2025Q3: 9,848 shares; 2025Q4: 9,848 shares 9,848 $270K 0.02% 0 Timeline ESE ESCO TECHNOLOGIES INC More: the full row for ESCO 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: 1,415 shares; 2025Q2: 1,415 shares; 2025Q3: 1,360 shares; 2025Q4: 1,360 shares 1,360 $266K 0.02% 0 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 588 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares 500 $261K 0.02% 0 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,292 shares; 2024Q4: 2,292 shares; 2025Q1: 2,292 shares; 2025Q2: 2,292 shares; 2025Q3: 2,292 shares; 2025Q4: 2,292 shares 2,292 $261K 0.02% 0 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,539 shares; 2024Q4: 1,377 shares; 2025Q1: 1,364 shares; 2025Q2: 1,364 shares; 2025Q3: 1,364 shares; 2025Q4: 1,364 shares 1,364 $261K 0.02% 0 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares 2,000 $258K 0.02% 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: 900 shares; 2024Q4: 900 shares; 2025Q1: 900 shares; 2025Q2: 900 shares; 2025Q3: 900 shares; 2025Q4: 900 shares 900 $257K 0.02% 0 Timeline IOO 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: 2,000 shares; 2025Q1: not reported; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares 2,000 $253K 0.02% 0 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,780 shares; 2024Q4: 3,780 shares; 2025Q1: 3,780 shares; 2025Q2: 3,780 shares; 2025Q3: 3,780 shares; 2025Q4: 3,780 shares 3,780 $251K 0.02% 0 Timeline SIL GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,000 shares 3,000 $251K 0.02% new Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,417 shares; 2024Q4: 5,417 shares; 2025Q1: 3,500 shares; 2025Q2: 3,500 shares; 2025Q3: 3,500 shares; 2025Q4: 3,500 shares 3,500 $250K 0.02% 0 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 475 shares; 2024Q4: 475 shares; 2025Q1: not reported; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares 400 $249K 0.02% 0 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 450 shares; 2025Q3: 450 shares; 2025Q4: 450 shares 450 $248K 0.02% 0 Timeline VT 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: 1,718 shares; 2024Q4: 1,718 shares; 2025Q1: not reported; 2025Q2: 1,718 shares; 2025Q3: 1,718 shares; 2025Q4: 1,718 shares 1,718 $242K 0.02% 0 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: 3,052 shares; 2024Q4: 3,017 shares; 2025Q1: 2,462 shares; 2025Q2: 2,455 shares; 2025Q3: 2,454 shares; 2025Q4: 2,454 shares 2,454 $240K 0.02% 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: 1,366 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,214 shares; 2025Q3: 1,122 shares; 2025Q4: 1,102 shares 1,102 $239K 0.02% -20 Timeline BCPC BALCHEM CORP More: the full row for BALCHEM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,325 shares; 2024Q4: 1,325 shares; 2025Q1: 1,325 shares; 2025Q2: 1,325 shares; 2025Q3: 1,550 shares; 2025Q4: 1,550 shares 1,550 $238K 0.02% 0 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: 866 shares; 2024Q4: 816 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 816 shares 816 $236K 0.02% new Timeline CSW CSW INDUSTRIALS INC More: the full row for CSW INDUSTRIALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 640 shares; 2024Q4: 640 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 800 shares 800 $235K 0.02% new Timeline NOVT NOVANTA INC More: the full row for NOVANTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,480 shares; 2024Q4: 1,480 shares; 2025Q1: not reported; 2025Q2: 1,970 shares; 2025Q3: not reported; 2025Q4: 1,970 shares 1,970 $234K 0.02% new Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,041 shares; 2024Q4: 996 shares; 2025Q1: not reported; 2025Q2: 981 shares; 2025Q3: 976 shares; 2025Q4: 1,952 shares 1,952 $233K 0.02% +976 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,136 shares; 2024Q4: not reported; 2025Q1: 2,136 shares; 2025Q2: 2,117 shares; 2025Q3: 2,064 shares; 2025Q4: 2,007 shares 2,007 $231K 0.02% -57 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: 1,083 shares; 2024Q4: 1,083 shares; 2025Q1: 1,083 shares; 2025Q2: 1,083 shares; 2025Q3: 1,083 shares; 2025Q4: 1,083 shares 1,083 $230K 0.02% 0 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,278 shares; 2025Q3: 8,404 shares; 2025Q4: 8,404 shares 8,404 $229K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,150 shares 5,150 $223K 0.02% new Timeline MMSI MERIT MED SYS INC More: the full row for MERIT MED SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,500 shares; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares; 2025Q2: 2,500 shares; 2025Q3: 2,500 shares; 2025Q4: 2,500 shares 2,500 $220K 0.02% 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: 3,018 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,725 shares; 2025Q4: 2,725 shares 2,725 $219K 0.02% 0 Timeline FSV FIRSTSERVICE CORP NEW More: the full row for FIRSTSERVICE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,510 shares; 2024Q4: 1,510 shares; 2025Q1: 1,510 shares; 2025Q2: 1,510 shares; 2025Q3: 1,395 shares; 2025Q4: 1,395 shares 1,395 $217K 0.02% 0 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,100 shares; 2025Q2: 1,100 shares; 2025Q3: 1,100 shares; 2025Q4: 1,100 shares 1,100 $214K 0.02% 0 Timeline EXPO EXPONENT INC More: the full row for EXPONENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,075 shares; 2024Q4: 3,075 shares; 2025Q1: 3,075 shares; 2025Q2: 3,075 shares; 2025Q3: 3,075 shares; 2025Q4: 3,075 shares 3,075 $214K 0.02% 0 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,553 shares; 2025Q2: 3,553 shares; 2025Q3: 3,553 shares; 2025Q4: 3,553 shares 3,553 $214K 0.02% 0 Timeline PBA PEMBINA PIPELINE CORP More: the full row for PEMBINA PIPELINE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,570 shares; 2024Q4: 5,570 shares; 2025Q1: 5,570 shares; 2025Q2: 5,570 shares; 2025Q3: 5,570 shares; 2025Q4: 5,570 shares 5,570 $212K 0.02% 0 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,700 shares; 2024Q4: 5,000 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,400 shares 3,400 $210K 0.02% new Timeline ITOT 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: 1,669 shares; 2025Q1: not reported; 2025Q2: 1,486 shares; 2025Q3: 1,403 shares; 2025Q4: 1,403 shares 1,403 $209K 0.02% 0 Timeline RGEN REPLIGEN CORP More: the full row for REPLIGEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,255 shares 1,255 $206K 0.02% new Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,448 shares; 2025Q4: 1,448 shares 1,448 $202K 0.02% 0 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: 3,744 shares; 2024Q4: 3,516 shares; 2025Q1: 3,739 shares; 2025Q2: 3,739 shares; 2025Q3: 3,739 shares; 2025Q4: 3,739 shares 3,739 $201K 0.02% 0 Timeline UAMY UNITED STATES ANTIMONY CORP More: the full row for UNITED STATES ANTIMONY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 35,000 shares 35,000 $176K 0.01% new Timeline CCC CCC INTELLIGENT SOLUTIONS HL More: the full row for CCC INTELLIGENT SOLUTIONS HL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,225 shares; 2024Q4: 13,275 shares; 2025Q1: 13,275 shares; 2025Q2: 16,300 shares; 2025Q3: 16,300 shares; 2025Q4: 16,300 shares 16,300 $130K 0.01% 0 Timeline ELDN ELEDON PHARMACEUTICALS INC More: the full row for ELEDON PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,344 shares; 2024Q4: 30,344 shares; 2025Q1: 30,344 shares; 2025Q2: 30,344 shares; 2025Q3: 30,344 shares; 2025Q4: 30,344 shares 30,344 $45.8K <0.01% 0 Timeline PVL PERMIANVILLE RTY TR More: the full row for PERMIANVILLE RTY TR 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 $21.5K <0.01% 0 Timeline