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: restricted; 2024Q4: 169,324 shares; 2025Q1: 157,180 shares; 2025Q2: 138,651 shares; 2025Q3: 137,863 shares; 2025Q4: 141,833 shares 141,833 $38.6M 6.82% +3,970 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: restricted; 2024Q4: 70,626 shares; 2025Q1: 66,766 shares; 2025Q2: 59,331 shares; 2025Q3: 58,955 shares; 2025Q4: 62,535 shares 62,535 $30.2M 5.35% +3,580 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: restricted; 2024Q4: 65,568 shares; 2025Q1: 65,073 shares; 2025Q2: 63,313 shares; 2025Q3: 63,029 shares; 2025Q4: 63,599 shares 63,599 $20M 3.53% +570 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: restricted; 2024Q4: 56,995 shares; 2025Q1: 56,291 shares; 2025Q2: 55,465 shares; 2025Q3: 54,866 shares; 2025Q4: 54,346 shares 54,346 $17.5M 3.1% -520 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: restricted; 2024Q4: 102,948 shares; 2025Q1: 103,150 shares; 2025Q2: 91,768 shares; 2025Q3: 91,276 shares; 2025Q4: 98,363 shares 98,363 $15M 2.65% +7,087 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 280,242 shares; 2025Q1: 286,075 shares; 2025Q2: 289,330 shares; 2025Q3: 295,260 shares; 2025Q4: 297,648 shares 297,648 $12.8M 2.26% +2,388 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: restricted; 2024Q4: 27,290 shares; 2025Q1: 27,290 shares; 2025Q2: 25,415 shares; 2025Q3: 25,390 shares; 2025Q4: 27,120 shares 27,120 $12.6M 2.23% +1,730 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 141,542 shares; 2025Q1: 133,548 shares; 2025Q2: 96,301 shares; 2025Q3: 96,046 shares; 2025Q4: 111,486 shares 111,486 $12.2M 2.16% +15,440 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: restricted; 2024Q4: 71,503 shares; 2025Q1: 71,425 shares; 2025Q2: 71,279 shares; 2025Q3: 71,457 shares; 2025Q4: 71,064 shares 71,064 $12.2M 2.15% -393 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: restricted; 2024Q4: 34,930 shares; 2025Q1: 34,936 shares; 2025Q2: 27,970 shares; 2025Q3: 27,225 shares; 2025Q4: 28,740 shares 28,740 $12.1M 2.14% +1,515 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: restricted; 2024Q4: 7,533 shares; 2025Q1: 7,334 shares; 2025Q2: 8,894 shares; 2025Q3: 9,374 shares; 2025Q4: 9,874 shares 9,874 $10.6M 1.88% +500 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: restricted; 2024Q4: 39,925 shares; 2025Q1: 40,065 shares; 2025Q2: 40,308 shares; 2025Q3: 39,843 shares; 2025Q4: 43,673 shares 43,673 $10.1M 1.78% +3,830 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: restricted; 2024Q4: 80,113 shares; 2025Q1: 80,113 shares; 2025Q2: 64,483 shares; 2025Q3: 63,998 shares; 2025Q4: 70,748 shares 70,748 $9.75M 1.72% +6,750 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: restricted; 2024Q4: 12,794 shares; 2025Q1: 12,777 shares; 2025Q2: 11,087 shares; 2025Q3: 11,079 shares; 2025Q4: 10,631 shares 10,631 $9.17M 1.62% -448 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: restricted; 2024Q4: 91,244 shares; 2025Q1: 91,979 shares; 2025Q2: 91,942 shares; 2025Q3: 92,092 shares; 2025Q4: 94,877 shares 94,877 $9.11M 1.61% +2,785 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 60,710 shares; 2025Q2: 72,860 shares; 2025Q3: 86,842 shares; 2025Q4: 93,361 shares 93,361 $8.58M 1.52% +6,519 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: restricted; 2024Q4: 48,815 shares; 2025Q1: 46,524 shares; 2025Q2: 36,274 shares; 2025Q3: 36,050 shares; 2025Q4: 40,972 shares 40,972 $8.48M 1.5% +4,922 Timeline ATI ATI INC More: the full row for ATI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 80,332 shares; 2025Q1: 82,907 shares; 2025Q2: 80,727 shares; 2025Q3: 81,807 shares; 2025Q4: 73,267 shares 73,267 $8.41M 1.49% -8,540 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: restricted; 2024Q4: 71,766 shares; 2025Q1: 70,240 shares; 2025Q2: 55,169 shares; 2025Q3: 56,373 shares; 2025Q4: 62,807 shares 62,807 $7.56M 1.34% +6,434 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: restricted; 2024Q4: 44,462 shares; 2025Q1: 44,382 shares; 2025Q2: 43,612 shares; 2025Q3: 42,708 shares; 2025Q4: 44,579 shares 44,579 $7.15M 1.26% +1,871 Timeline MOAT 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: restricted; 2024Q4: 56,498 shares; 2025Q1: 56,815 shares; 2025Q2: 55,818 shares; 2025Q3: 58,445 shares; 2025Q4: 64,323 shares 64,323 $6.66M 1.18% +5,878 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: restricted; 2024Q4: 35,061 shares; 2025Q1: 40,203 shares; 2025Q2: 35,742 shares; 2025Q3: 37,388 shares; 2025Q4: 43,598 shares 43,598 $6.26M 1.11% +6,210 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: restricted; 2024Q4: 17,183 shares; 2025Q1: 17,183 shares; 2025Q2: 14,683 shares; 2025Q3: 14,683 shares; 2025Q4: 19,683 shares 19,683 $5.83M 1.03% +5,000 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: restricted; 2024Q4: 69,351 shares; 2025Q1: 69,296 shares; 2025Q2: 68,106 shares; 2025Q3: 68,684 shares; 2025Q4: 68,270 shares 68,270 $5.54M 0.98% -414 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 200,135 shares; 2025Q1: 201,394 shares; 2025Q2: 197,229 shares; 2025Q3: 200,097 shares; 2025Q4: 203,959 shares 203,959 $5.49M 0.97% +3,862 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: restricted; 2024Q4: 107,189 shares; 2025Q1: 67,869 shares; 2025Q2: 56,293 shares; 2025Q3: 51,895 shares; 2025Q4: 51,096 shares 51,096 $5.38M 0.95% -799 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: restricted; 2024Q4: 37,192 shares; 2025Q1: 37,193 shares; 2025Q2: 37,242 shares; 2025Q3: 37,243 shares; 2025Q4: 38,884 shares 38,884 $5.16M 0.91% +1,641 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 166,087 shares; 2025Q1: 168,095 shares; 2025Q2: 164,800 shares; 2025Q3: 168,011 shares; 2025Q4: 166,731 shares 166,731 $5.01M 0.89% -1,280 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: restricted; 2024Q4: 27,065 shares; 2025Q1: 30,992 shares; 2025Q2: 22,400 shares; 2025Q3: 22,950 shares; 2025Q4: 27,475 shares 27,475 $5M 0.88% +4,525 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: restricted; 2024Q4: 9,655 shares; 2025Q1: 9,685 shares; 2025Q2: 9,745 shares; 2025Q3: 9,690 shares; 2025Q4: 9,725 shares 9,725 $4.89M 0.86% +35 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,579 shares; 2025Q1: 6,579 shares; 2025Q2: 14,443 shares; 2025Q3: 34,383 shares; 2025Q4: 47,643 shares 47,643 $4.8M 0.85% +13,260 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: restricted; 2024Q4: 100,222 shares; 2025Q1: 97,075 shares; 2025Q2: 91,557 shares; 2025Q3: 91,210 shares; 2025Q4: 87,162 shares 87,162 $4.79M 0.85% -4,048 Timeline NSRGY NESTLE SA-SPONS ADR More: the full row for NESTLE SA-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 33,445 shares; 2025Q1: 41,965 shares; 2025Q2: 41,665 shares; 2025Q3: 41,435 shares; 2025Q4: 46,175 shares 46,175 $4.56M 0.81% +4,740 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: restricted; 2024Q4: 12,844 shares; 2025Q1: 12,739 shares; 2025Q2: 18,445 shares; 2025Q3: 19,775 shares; 2025Q4: 20,970 shares 20,970 $4.55M 0.8% +1,195 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: restricted; 2024Q4: 7,144 shares; 2025Q1: 6,881 shares; 2025Q2: 6,774 shares; 2025Q3: 6,699 shares; 2025Q4: 6,568 shares 6,568 $4.48M 0.79% -131 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,850 shares; 2025Q1: 3,945 shares; 2025Q2: 4,645 shares; 2025Q3: 11,145 shares; 2025Q4: 63,200 shares 63,200 $4.3M 0.76% +52,055 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: restricted; 2024Q4: 54,825 shares; 2025Q1: 53,842 shares; 2025Q2: 42,255 shares; 2025Q3: 41,906 shares; 2025Q4: 41,181 shares 41,181 $4.11M 0.73% -725 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 44,362 shares; 2025Q1: 48,102 shares; 2025Q2: 50,947 shares; 2025Q3: 50,557 shares; 2025Q4: 49,197 shares 49,197 $4.04M 0.71% -1,360 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,000 shares; 2025Q1: 14,000 shares; 2025Q2: 9,000 shares; 2025Q3: 9,000 shares; 2025Q4: 9,000 shares 9,000 $4M 0.71% 0 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 29,042 shares; 2025Q1: 28,930 shares; 2025Q2: 27,046 shares; 2025Q3: 27,480 shares; 2025Q4: 27,923 shares 27,923 $3.7M 0.65% +443 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,070 shares; 2025Q4: 43,249 shares 43,249 $3.68M 0.65% +22,179 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 44,879 shares; 2025Q1: 51,172 shares; 2025Q2: 55,623 shares; 2025Q3: 58,636 shares; 2025Q4: 67,137 shares 67,137 $3.54M 0.63% +8,501 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: restricted; 2024Q4: 4,304 shares; 2025Q1: 5,889 shares; 2025Q2: 8,259 shares; 2025Q3: 8,259 shares; 2025Q4: 10,231 shares 10,231 $3.54M 0.63% +1,972 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: restricted; 2024Q4: 102,975 shares; 2025Q1: 103,656 shares; 2025Q2: 84,084 shares; 2025Q3: 83,615 shares; 2025Q4: 90,211 shares 90,211 $3.46M 0.61% +6,596 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,540 shares; 2025Q4: 66,694 shares 66,694 $3.39M 0.6% +50,154 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: restricted; 2024Q4: 49,252 shares; 2025Q1: 49,165 shares; 2025Q2: 48,093 shares; 2025Q3: 47,734 shares; 2025Q4: 47,733 shares 47,733 $3.34M 0.59% -1 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: restricted; 2024Q4: 94,678 shares; 2025Q1: 95,461 shares; 2025Q2: 98,770 shares; 2025Q3: 110,863 shares; 2025Q4: 120,583 shares 120,583 $3.31M 0.58% +9,720 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: restricted; 2024Q4: 5,338 shares; 2025Q1: 5,338 shares; 2025Q2: 5,988 shares; 2025Q3: 6,443 shares; 2025Q4: 6,463 shares 6,463 $3.3M 0.58% +20 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: restricted; 2024Q4: 10,549 shares; 2025Q1: 12,069 shares; 2025Q2: 35,369 shares; 2025Q3: 36,370 shares; 2025Q4: 51,721 shares 51,721 $3.3M 0.58% +15,351 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: restricted; 2024Q4: 17,219 shares; 2025Q1: 17,219 shares; 2025Q2: 16,719 shares; 2025Q3: 16,719 shares; 2025Q4: 16,719 shares 16,719 $3.07M 0.54% 0 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: restricted; 2024Q4: 4,758 shares; 2025Q1: 4,647 shares; 2025Q2: 4,624 shares; 2025Q3: 4,628 shares; 2025Q4: 4,460 shares 4,460 $3.05M 0.54% -168 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: restricted; 2024Q4: 19,389 shares; 2025Q1: 19,389 shares; 2025Q2: 18,838 shares; 2025Q3: 18,764 shares; 2025Q4: 18,753 shares 18,753 $3M 0.53% -11 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: restricted; 2024Q4: 9,807 shares; 2025Q1: 9,736 shares; 2025Q2: 9,510 shares; 2025Q3: 9,510 shares; 2025Q4: 9,498 shares 9,498 $2.97M 0.53% -12 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: restricted; 2024Q4: 9,070 shares; 2025Q1: 9,070 shares; 2025Q2: 7,790 shares; 2025Q3: 7,790 shares; 2025Q4: 7,790 shares 7,790 $2.88M 0.51% 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: restricted; 2024Q4: 10,297 shares; 2025Q1: 10,291 shares; 2025Q2: 10,070 shares; 2025Q3: 10,036 shares; 2025Q4: 9,920 shares 9,920 $2.87M 0.51% -116 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: restricted; 2024Q4: 16,000 shares; 2025Q1: 15,100 shares; 2025Q2: 5,663 shares; 2025Q3: 5,663 shares; 2025Q4: 9,438 shares 9,438 $2.85M 0.5% +3,775 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 47,438 shares; 2025Q1: 47,438 shares; 2025Q2: 41,188 shares; 2025Q3: 41,188 shares; 2025Q4: 44,557 shares 44,557 $2.78M 0.49% +3,369 Timeline BRKR BRUKER CORP More: the full row for BRUKER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 56,135 shares; 2025Q1: 56,335 shares; 2025Q2: 56,085 shares; 2025Q3: 56,085 shares; 2025Q4: 57,220 shares 57,220 $2.7M 0.48% +1,135 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,570 shares; 2025Q1: 2,604 shares; 2025Q2: 2,503 shares; 2025Q3: 2,453 shares; 2025Q4: 2,453 shares 2,453 $2.62M 0.46% 0 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,648 shares; 2025Q1: 10,908 shares; 2025Q2: 10,895 shares; 2025Q3: 10,895 shares; 2025Q4: 12,290 shares 12,290 $2.57M 0.45% +1,395 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: restricted; 2024Q4: 19,433 shares; 2025Q1: 19,383 shares; 2025Q2: 17,703 shares; 2025Q3: 17,683 shares; 2025Q4: 17,666 shares 17,666 $2.53M 0.45% -17 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: restricted; 2024Q4: 22,374 shares; 2025Q1: 22,445 shares; 2025Q2: 22,384 shares; 2025Q3: 22,047 shares; 2025Q4: 21,896 shares 21,896 $2.49M 0.44% -151 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 30,530 shares; 2025Q1: 28,595 shares; 2025Q2: 29,966 shares; 2025Q3: 29,726 shares; 2025Q4: 29,951 shares 29,951 $2.36M 0.42% +225 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: restricted; 2024Q4: 25,656 shares; 2025Q1: 25,606 shares; 2025Q2: 18,730 shares; 2025Q3: 18,731 shares; 2025Q4: 22,750 shares 22,750 $2.3M 0.41% +4,019 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: restricted; 2024Q4: 63,533 shares; 2025Q1: 63,108 shares; 2025Q2: 56,783 shares; 2025Q3: 47,434 shares; 2025Q4: 41,233 shares 41,233 $2.22M 0.39% -6,201 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,560 shares; 2025Q1: 18,485 shares; 2025Q2: 18,310 shares; 2025Q3: 18,210 shares; 2025Q4: 17,585 shares 17,585 $2.21M 0.39% -625 Timeline FLS FLOWSERVE CORP More: the full row for FLOWSERVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 31,505 shares; 2025Q1: 31,505 shares; 2025Q2: 31,505 shares; 2025Q3: 31,505 shares; 2025Q4: 31,505 shares 31,505 $2.19M 0.39% 0 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 24,564 shares; 2025Q1: 22,514 shares; 2025Q2: 12,414 shares; 2025Q3: 15,204 shares; 2025Q4: 15,946 shares 15,946 $2.17M 0.38% +742 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: restricted; 2024Q4: 10,147 shares; 2025Q1: 10,147 shares; 2025Q2: 6,367 shares; 2025Q3: 6,367 shares; 2025Q4: 6,167 shares 6,167 $2.12M 0.38% -200 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: restricted; 2024Q4: 9,223 shares; 2025Q1: 9,183 shares; 2025Q2: 9,183 shares; 2025Q3: 9,183 shares; 2025Q4: 9,217 shares 9,217 $2.11M 0.37% +34 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: restricted; 2024Q4: 9,965 shares; 2025Q1: 9,965 shares; 2025Q2: 9,965 shares; 2025Q3: 9,865 shares; 2025Q4: 9,780 shares 9,780 $2.09M 0.37% -85 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: restricted; 2024Q4: 2,850 shares; 2025Q1: 2,950 shares; 2025Q2: 3,020 shares; 2025Q3: 5,975 shares; 2025Q4: 8,995 shares 8,995 $2.08M 0.37% +3,020 Timeline SPXC SPX TECHNOLOGIES INC More: the full row for SPX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21,000 shares; 2025Q1: 16,000 shares; 2025Q2: 6,000 shares; 2025Q3: 6,000 shares; 2025Q4: 10,000 shares 10,000 $2M 0.35% +4,000 Timeline FLR FLUOR CORP More: the full row for FLUOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 30,623 shares; 2025Q1: 37,333 shares; 2025Q2: 55,762 shares; 2025Q3: 55,362 shares; 2025Q4: 50,097 shares 50,097 $1.99M 0.35% -5,265 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: restricted; 2024Q4: 6,052 shares; 2025Q1: 6,052 shares; 2025Q2: 6,052 shares; 2025Q3: 6,052 shares; 2025Q4: 6,047 shares 6,047 $1.98M 0.35% -5 Timeline BCD ABRDN ETFS More: the full row for ABRDN ETFS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 34,966 shares; 2025Q1: 51,336 shares; 2025Q2: 56,721 shares; 2025Q3: 61,498 shares; 2025Q4: 63,842 shares 63,842 $1.98M 0.35% +2,344 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 78,069 shares; 2025Q1: 77,887 shares; 2025Q2: 77,416 shares; 2025Q3: 76,272 shares; 2025Q4: 74,776 shares 74,776 $1.97M 0.35% -1,496 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 30,195 shares; 2025Q1: 31,445 shares; 2025Q2: 26,145 shares; 2025Q3: 25,075 shares; 2025Q4: 23,275 shares 23,275 $1.9M 0.34% -1,800 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: restricted; 2024Q4: 25,521 shares; 2025Q1: 25,748 shares; 2025Q2: 25,686 shares; 2025Q3: 25,714 shares; 2025Q4: 25,804 shares 25,804 $1.9M 0.34% +90 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,162 shares; 2025Q1: 3,987 shares; 2025Q2: 5,743 shares; 2025Q3: 5,743 shares; 2025Q4: 7,243 shares 7,243 $1.89M 0.33% +1,500 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,465 shares; 2025Q1: 14,521 shares; 2025Q2: 14,123 shares; 2025Q3: 15,792 shares; 2025Q4: 21,331 shares 21,331 $1.79M 0.32% +5,539 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: restricted; 2024Q4: 8,180 shares; 2025Q1: 8,180 shares; 2025Q2: 8,180 shares; 2025Q3: 8,180 shares; 2025Q4: 8,180 shares 8,180 $1.78M 0.31% 0 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 27,887 shares; 2025Q1: 29,868 shares; 2025Q2: 34,153 shares; 2025Q3: 34,404 shares; 2025Q4: 34,404 shares 34,404 $1.75M 0.31% 0 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,905 shares; 2025Q1: 11,880 shares; 2025Q2: 11,854 shares; 2025Q3: 11,855 shares; 2025Q4: 10,589 shares 10,589 $1.72M 0.3% -1,266 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: restricted; 2024Q4: 10,675 shares; 2025Q1: 10,675 shares; 2025Q2: 10,575 shares; 2025Q3: 10,575 shares; 2025Q4: 10,300 shares 10,300 $1.68M 0.3% -275 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: restricted; 2024Q4: 7,865 shares; 2025Q1: 7,865 shares; 2025Q2: 7,864 shares; 2025Q3: 7,815 shares; 2025Q4: 7,815 shares 7,815 $1.67M 0.29% 0 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: restricted; 2024Q4: 4,178 shares; 2025Q1: 5,878 shares; 2025Q2: 7,548 shares; 2025Q3: 7,328 shares; 2025Q4: 8,528 shares 8,528 $1.66M 0.29% +1,200 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: restricted; 2024Q4: 64,911 shares; 2025Q1: 58,657 shares; 2025Q2: 58,656 shares; 2025Q3: 57,157 shares; 2025Q4: 64,213 shares 64,213 $1.6M 0.28% +7,056 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: restricted; 2024Q4: 9,410 shares; 2025Q1: 10,055 shares; 2025Q2: 10,805 shares; 2025Q3: 9,155 shares; 2025Q4: 8,225 shares 8,225 $1.53M 0.27% -930 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: restricted; 2024Q4: 2,772 shares; 2025Q1: 3,820 shares; 2025Q2: 4,238 shares; 2025Q3: 4,238 shares; 2025Q4: 4,738 shares 4,738 $1.51M 0.27% +500 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: restricted; 2024Q4: 25,650 shares; 2025Q1: 25,550 shares; 2025Q2: 24,450 shares; 2025Q3: 24,150 shares; 2025Q4: 23,760 shares 23,760 $1.47M 0.26% -390 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,581 shares; 2025Q1: 20,195 shares; 2025Q2: 19,622 shares; 2025Q3: 19,633 shares; 2025Q4: 18,604 shares 18,604 $1.45M 0.26% -1,029 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,992 shares; 2025Q1: 15,992 shares; 2025Q2: 6,717 shares; 2025Q3: 6,717 shares; 2025Q4: 7,113 shares 7,113 $1.45M 0.26% +396 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: restricted; 2024Q4: 6,558 shares; 2025Q1: 6,598 shares; 2025Q2: 6,598 shares; 2025Q3: 6,598 shares; 2025Q4: 6,528 shares 6,528 $1.43M 0.25% -70 Timeline COLB COLUMBIA BKG SYS INC More: the full row for COLUMBIA BKG SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 49,410 shares; 2025Q1: 49,982 shares; 2025Q2: 50,511 shares; 2025Q3: 51,061 shares; 2025Q4: 50,578 shares 50,578 $1.41M 0.25% -483 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,810 shares; 2025Q1: 6,760 shares; 2025Q2: 5,760 shares; 2025Q3: 5,375 shares; 2025Q4: 5,095 shares 5,095 $1.4M 0.25% -280 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: restricted; 2024Q4: 10,173 shares; 2025Q1: 10,173 shares; 2025Q2: 5,046 shares; 2025Q3: 5,046 shares; 2025Q4: 5,046 shares 5,046 $1.3M 0.23% 0 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: restricted; 2024Q4: 4,480 shares; 2025Q1: 4,461 shares; 2025Q2: 4,384 shares; 2025Q3: 4,384 shares; 2025Q4: 4,184 shares 4,184 $1.28M 0.23% -200 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,810 shares; 2025Q1: 12,811 shares; 2025Q2: 12,422 shares; 2025Q3: 12,424 shares; 2025Q4: 12,424 shares 12,424 $1.28M 0.23% 0 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: restricted; 2024Q4: 2,118 shares; 2025Q1: 2,113 shares; 2025Q2: 2,120 shares; 2025Q3: 2,120 shares; 2025Q4: 1,860 shares 1,860 $1.23M 0.22% -260 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,397 shares; 2025Q1: 2,397 shares; 2025Q2: 2,397 shares; 2025Q3: 2,397 shares; 2025Q4: 2,397 shares 2,397 $1.22M 0.22% 0 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,442 shares; 2025Q1: 9,442 shares; 2025Q2: 9,020 shares; 2025Q3: 9,040 shares; 2025Q4: 8,965 shares 8,965 $1.18M 0.21% -75 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: restricted; 2024Q4: 2,336 shares; 2025Q1: 2,336 shares; 2025Q2: 7,836 shares; 2025Q3: 7,817 shares; 2025Q4: 9,992 shares 9,992 $1.11M 0.2% +2,175 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: restricted; 2024Q4: 24,030 shares; 2025Q1: 23,330 shares; 2025Q2: 19,105 shares; 2025Q3: 17,355 shares; 2025Q4: 13,994 shares 13,994 $1.11M 0.2% -3,361 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: restricted; 2024Q4: 42,343 shares; 2025Q1: 42,165 shares; 2025Q2: 42,211 shares; 2025Q3: 42,246 shares; 2025Q4: 42,290 shares 42,290 $1.11M 0.2% +44 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,323 shares; 2025Q1: 3,323 shares; 2025Q2: 3,323 shares; 2025Q3: 3,273 shares; 2025Q4: 3,273 shares 3,273 $1.1M 0.19% 0 Timeline MOTI 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: restricted; 2024Q4: 23,151 shares; 2025Q1: 24,185 shares; 2025Q2: 24,758 shares; 2025Q3: 28,333 shares; 2025Q4: 29,584 shares 29,584 $1.09M 0.19% +1,251 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 38,796 shares; 2025Q1: 39,019 shares; 2025Q2: 38,555 shares; 2025Q3: 38,231 shares; 2025Q4: 38,060 shares 38,060 $1.08M 0.19% -171 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: restricted; 2024Q4: 12,336 shares; 2025Q1: 12,336 shares; 2025Q2: 5,461 shares; 2025Q3: 5,461 shares; 2025Q4: 5,477 shares 5,477 $1.07M 0.19% +16 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: restricted; 2024Q4: 22,532 shares; 2025Q1: 22,532 shares; 2025Q2: 9,032 shares; 2025Q3: 9,032 shares; 2025Q4: 19,732 shares 19,732 $1.05M 0.19% +10,700 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,100 shares; 2025Q1: 20,100 shares; 2025Q2: 7,600 shares; 2025Q3: 7,600 shares; 2025Q4: 12,350 shares 12,350 $976K 0.17% +4,750 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,627 shares; 2025Q1: 16,122 shares; 2025Q2: 18,059 shares; 2025Q3: 18,904 shares; 2025Q4: 18,740 shares 18,740 $927K 0.16% -164 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,244 shares 11,244 $918K 0.16% new 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: restricted; 2024Q4: 23,886 shares; 2025Q1: 23,519 shares; 2025Q2: 23,410 shares; 2025Q3: 23,075 shares; 2025Q4: 22,806 shares 22,806 $917K 0.16% -269 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: restricted; 2024Q4: 42,131 shares; 2025Q1: 41,364 shares; 2025Q2: 40,724 shares; 2025Q3: 30,144 shares; 2025Q4: 22,423 shares 22,423 $913K 0.16% -7,721 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: restricted; 2024Q4: 6,305 shares; 2025Q1: 6,305 shares; 2025Q2: 6,305 shares; 2025Q3: 6,265 shares; 2025Q4: 11,545 shares 11,545 $889K 0.16% +5,280 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,855 shares; 2025Q3: 2,980 shares; 2025Q4: 2,906 shares 2,906 $883K 0.16% -74 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,000 shares; 2025Q1: 6,000 shares; 2025Q2: 2,250 shares; 2025Q3: 2,250 shares; 2025Q4: 2,250 shares 2,250 $855K 0.15% 0 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: restricted; 2024Q4: 16,761 shares; 2025Q1: 16,606 shares; 2025Q2: 14,571 shares; 2025Q3: 9,888 shares; 2025Q4: 8,198 shares 8,198 $813K 0.14% -1,690 Timeline PREF PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 42,415 shares 42,415 $809K 0.14% new Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,600 shares; 2025Q3: 18,000 shares; 2025Q4: 18,000 shares 18,000 $802K 0.14% 0 Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,460 shares; 2025Q1: 5,460 shares; 2025Q2: 5,523 shares; 2025Q3: 5,530 shares; 2025Q4: 5,544 shares 5,544 $799K 0.14% +14 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: restricted; 2024Q4: 10,070 shares; 2025Q1: 9,904 shares; 2025Q2: 9,904 shares; 2025Q3: 9,579 shares; 2025Q4: 9,414 shares 9,414 $793K 0.14% -165 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: restricted; 2024Q4: 1,385 shares; 2025Q1: 1,386 shares; 2025Q2: 1,385 shares; 2025Q3: 1,386 shares; 2025Q4: 1,356 shares 1,356 $777K 0.14% -30 Timeline GEM GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,935 shares; 2025Q3: 13,629 shares; 2025Q4: 18,521 shares 18,521 $771K 0.14% +4,892 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,583 shares; 2025Q1: 5,587 shares; 2025Q2: 5,584 shares; 2025Q3: 5,584 shares; 2025Q4: 5,559 shares 5,559 $756K 0.13% -25 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 4,334 shares; 2025Q2: 4,334 shares; 2025Q3: 6,944 shares; 2025Q4: 13,900 shares 13,900 $745K 0.13% +6,956 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,171 shares; 2025Q1: 6,051 shares; 2025Q2: 6,081 shares; 2025Q3: 5,956 shares; 2025Q4: 7,332 shares 7,332 $733K 0.13% +1,376 Timeline PIMCO FDS PAC INVT MGM INTL… PIMCO FDS PAC INVT MGM INTL BD More: the full row for PIMCO FDS PAC INVT MGM INTL BD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 83,356 shares; 2025Q3: 91,326 shares; 2025Q4: 92,001 shares 92,001 $721K 0.13% +675 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: restricted; 2024Q4: 6,514 shares; 2025Q1: 6,564 shares; 2025Q2: 6,265 shares; 2025Q3: 6,116 shares; 2025Q4: 7,517 shares 7,517 $701K 0.12% +1,401 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: restricted; 2024Q4: 29,950 shares; 2025Q1: 29,850 shares; 2025Q2: 29,800 shares; 2025Q3: 30,496 shares; 2025Q4: 29,246 shares 29,246 $693K 0.12% -1,250 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: restricted; 2024Q4: 10,465 shares; 2025Q1: 10,365 shares; 2025Q2: 10,365 shares; 2025Q3: 10,365 shares; 2025Q4: 8,365 shares 8,365 $693K 0.12% -2,000 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,103 shares; 2025Q4: 1,103 shares 1,103 $692K 0.12% 0 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 993 shares; 2025Q1: 918 shares; 2025Q2: 918 shares; 2025Q3: 918 shares; 2025Q4: 918 shares 918 $692K 0.12% 0 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,788 shares; 2025Q1: 2,788 shares; 2025Q2: 2,788 shares; 2025Q3: 2,788 shares; 2025Q4: 2,788 shares 2,788 $689K 0.12% 0 Timeline GBX GREENBRIER COS INC More: the full row for GREENBRIER COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,500 shares; 2025Q3: 13,500 shares; 2025Q4: 14,500 shares 14,500 $678K 0.12% +1,000 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,701 shares; 2025Q1: 2,701 shares; 2025Q2: 2,701 shares; 2025Q3: 2,652 shares; 2025Q4: 2,632 shares 2,632 $648K 0.11% -20 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: restricted; 2024Q4: 18,999 shares; 2025Q1: 20,607 shares; 2025Q2: 21,241 shares; 2025Q3: 22,372 shares; 2025Q4: 23,604 shares 23,604 $642K 0.11% +1,232 Timeline XSOE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,607 shares; 2025Q1: 16,107 shares; 2025Q2: 16,397 shares; 2025Q3: 16,245 shares; 2025Q4: 16,245 shares 16,245 $634K 0.11% 0 Timeline BK OF AMERICA DEP SHS RPSTG… BK OF AMERICA DEP SHS RPSTG 1/ More: the full row for BK OF AMERICA DEP SHS RPSTG 1/ Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 42,084 shares; 2025Q1: 41,234 shares; 2025Q2: 41,034 shares; 2025Q3: 41,034 shares; 2025Q4: 31,267 shares 31,267 $622K 0.11% -9,767 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,603 shares; 2025Q4: 16,811 shares 16,811 $620K 0.11% +10,208 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: restricted; 2024Q4: 2,590 shares; 2025Q1: 2,490 shares; 2025Q2: 2,490 shares; 2025Q3: 2,471 shares; 2025Q4: 2,371 shares 2,371 $609K 0.11% -100 Timeline UNILEVER PLC UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,562 shares; 2025Q1: 13,412 shares; 2025Q2: 10,962 shares; 2025Q3: 10,762 shares; 2025Q4: 9,275 shares 9,275 $607K 0.11% -1,487 FNPFX NEW PERSPECTIVE More: the full row for NEW PERSPECTIVE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,255 shares; 2025Q1: 6,176 shares; 2025Q2: 6,176 shares; 2025Q3: 8,273 shares; 2025Q4: 8,582 shares 8,582 $606K 0.11% +309 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: restricted; 2024Q4: 1,538 shares; 2025Q1: 1,865 shares; 2025Q2: 1,865 shares; 2025Q3: 1,865 shares; 2025Q4: 2,065 shares 2,065 $599K 0.11% +200 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 970 shares; 2025Q3: 1,020 shares; 2025Q4: 1,033 shares 1,033 $599K 0.11% +13 Timeline US BANCORP 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: restricted; 2024Q4: 37,907 shares; 2025Q1: 36,607 shares; 2025Q2: 36,506 shares; 2025Q3: 36,517 shares; 2025Q4: 32,879 shares 32,879 $587K 0.1% -3,638 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: restricted; 2024Q4: 1,459 shares; 2025Q1: 1,459 shares; 2025Q2: 1,455 shares; 2025Q3: 1,455 shares; 2025Q4: 1,455 shares 1,455 $577K 0.1% 0 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: restricted; 2024Q4: 4,709 shares; 2025Q1: 4,709 shares; 2025Q2: 4,658 shares; 2025Q3: 4,659 shares; 2025Q4: 4,658 shares 4,658 $574K 0.1% -1 Timeline KMPR KEMPER CORP More: the full row for KEMPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,500 shares; 2025Q1: 16,500 shares; 2025Q2: 8,688 shares; 2025Q3: 8,688 shares; 2025Q4: 13,813 shares 13,813 $560K 0.1% +5,125 Timeline FXAIX FIDELITY 500 INDEX FUND More: the full row for FIDELITY 500 INDEX FUND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,196 shares; 2025Q2: 1,267 shares; 2025Q3: 2,276 shares; 2025Q4: 2,312 shares 2,312 $550K 0.1% +36 Timeline SCHY 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,449 shares; 2025Q4: 18,130 shares 18,130 $541K 0.1% +2,681 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,848 shares; 2025Q1: 3,848 shares; 2025Q2: 3,840 shares; 2025Q3: 3,815 shares; 2025Q4: 3,765 shares 3,765 $511K 0.09% -50 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: restricted; 2024Q4: 2,610 shares; 2025Q1: 2,611 shares; 2025Q2: 2,589 shares; 2025Q3: 2,590 shares; 2025Q4: 2,319 shares 2,319 $510K 0.09% -271 Timeline DUKE ENERGY CORP NEW DEP SH… DUKE ENERGY CORP NEW DEP SHS E More: the full row for DUKE ENERGY CORP NEW DEP SHS E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,450 shares; 2025Q1: 21,050 shares; 2025Q2: 21,050 shares; 2025Q3: 20,550 shares; 2025Q4: 20,140 shares 20,140 $503K 0.09% -410 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: restricted; 2024Q4: 4,416 shares; 2025Q1: 4,391 shares; 2025Q2: 4,305 shares; 2025Q3: 4,246 shares; 2025Q4: 3,996 shares 3,996 $501K 0.09% -250 Timeline CBT CABOT CORP More: the full row for CABOT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,000 shares; 2025Q1: 20,000 shares; 2025Q2: 7,500 shares; 2025Q3: 7,500 shares; 2025Q4: 7,500 shares 7,500 $497K 0.09% 0 Timeline SPSM 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: restricted; 2024Q4: 8,998 shares; 2025Q1: 9,926 shares; 2025Q2: 9,252 shares; 2025Q3: 9,762 shares; 2025Q4: 10,314 shares 10,314 $483K 0.09% +552 Timeline HFWA HERITAGE FINL CORP WASH More: the full row for HERITAGE FINL CORP WASH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,311 shares; 2025Q1: 20,311 shares; 2025Q2: 20,310 shares; 2025Q3: 20,311 shares; 2025Q4: 20,310 shares 20,310 $480K 0.08% -1 Timeline BLACKROCK INC 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: restricted; 2024Q4: 443 shares; 2025Q1: 443 shares; 2025Q2: 443 shares; 2025Q3: 443 shares; 2025Q4: 443 shares 443 $474K 0.08% 0 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: restricted; 2024Q4: 3,286 shares; 2025Q1: 3,206 shares; 2025Q2: 2,926 shares; 2025Q3: 2,926 shares; 2025Q4: 2,926 shares 2,926 $435K 0.08% 0 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 34,862 shares; 2025Q1: 34,612 shares; 2025Q2: 34,204 shares; 2025Q3: 34,204 shares; 2025Q4: 34,204 shares 34,204 $426K 0.08% 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: restricted; 2024Q4: 717 shares; 2025Q1: 942 shares; 2025Q2: 942 shares; 2025Q3: 942 shares; 2025Q4: 942 shares 942 $424K 0.07% 0 Timeline SCHWAB CHARLES CORP NEW DP … SCHWAB CHARLES CORP NEW DP SHS More: the full row for SCHWAB CHARLES CORP NEW DP SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,503 shares; 2025Q1: 16,003 shares; 2025Q2: 16,403 shares; 2025Q3: 16,503 shares; 2025Q4: 16,653 shares 16,653 $416K 0.07% +150 PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,680 shares; 2025Q1: 3,680 shares; 2025Q2: 3,680 shares; 2025Q3: 3,680 shares; 2025Q4: 3,630 shares 3,630 $410K 0.07% -50 Timeline FNDA 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: restricted; 2024Q4: 14,508 shares; 2025Q1: 13,419 shares; 2025Q2: 12,620 shares; 2025Q3: 12,623 shares; 2025Q4: 12,625 shares 12,625 $398K 0.07% +2 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,795 shares; 2025Q4: 1,620 shares 1,620 $394K 0.07% -175 Timeline SCHP 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: restricted; 2024Q4: 17,568 shares; 2025Q1: 15,568 shares; 2025Q2: 16,010 shares; 2025Q3: 15,452 shares; 2025Q4: 14,700 shares 14,700 $389K 0.07% -752 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,643 shares; 2025Q1: 2,389 shares; 2025Q2: 2,389 shares; 2025Q3: 2,390 shares; 2025Q4: 3,206 shares 3,206 $388K 0.07% +816 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,468 shares; 2025Q1: 17,301 shares; 2025Q2: 15,726 shares; 2025Q3: 15,736 shares; 2025Q4: 12,852 shares 12,852 $384K 0.07% -2,884 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: restricted; 2024Q4: 11,225 shares; 2025Q1: 11,000 shares; 2025Q2: 10,630 shares; 2025Q3: 10,530 shares; 2025Q4: 8,200 shares 8,200 $381K 0.07% -2,330 Timeline SCHV 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: restricted; 2024Q4: 14,606 shares; 2025Q1: 13,819 shares; 2025Q2: 12,878 shares; 2025Q3: 12,686 shares; 2025Q4: 12,693 shares 12,693 $376K 0.07% +7 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: restricted; 2024Q4: 610 shares; 2025Q1: 565 shares; 2025Q2: 565 shares; 2025Q3: 565 shares; 2025Q4: 608 shares 608 $374K 0.07% +43 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,901 shares; 2025Q3: 6,901 shares; 2025Q4: 6,901 shares 6,901 $365K 0.06% 0 Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 931 shares; 2025Q4: 1,501 shares 1,501 $363K 0.06% +570 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,495 shares 4,495 $358K 0.06% new 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: restricted; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares; 2025Q2: 2,500 shares; 2025Q3: 2,500 shares; 2025Q4: 2,500 shares 2,500 $353K 0.06% 0 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,109 shares; 2025Q1: 7,109 shares; 2025Q2: 7,109 shares; 2025Q3: 7,084 shares; 2025Q4: 7,084 shares 7,084 $339K 0.06% 0 Timeline BHP GROUP LTD SHS BHP GROUP LTD SHS More: the full row for BHP GROUP LTD SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,921 shares; 2025Q3: 10,921 shares; 2025Q4: 10,921 shares 10,921 $331K 0.06% 0 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: restricted; 2024Q4: 13,108 shares; 2025Q1: 13,124 shares; 2025Q2: 13,174 shares; 2025Q3: 13,195 shares; 2025Q4: 13,584 shares 13,584 $327K 0.06% +389 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: restricted; 2024Q4: 964 shares; 2025Q1: 964 shares; 2025Q2: 964 shares; 2025Q3: 964 shares; 2025Q4: 960 shares 960 $322K 0.06% -4 Timeline AMRZ AMRIZE LTD More: the full row for AMRIZE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,300 shares; 2025Q4: 5,750 shares 5,750 $311K 0.05% +450 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: restricted; 2024Q4: 4,932 shares; 2025Q1: 4,882 shares; 2025Q2: 4,831 shares; 2025Q3: 4,832 shares; 2025Q4: 4,505 shares 4,505 $302K 0.05% -327 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: restricted; 2024Q4: 5,582 shares; 2025Q1: 5,432 shares; 2025Q2: 5,231 shares; 2025Q3: 5,232 shares; 2025Q4: 4,981 shares 4,981 $299K 0.05% -251 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: restricted; 2024Q4: 521 shares; 2025Q1: 521 shares; 2025Q2: 521 shares; 2025Q3: 521 shares; 2025Q4: 521 shares 521 $295K 0.05% 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: restricted; 2024Q4: 3,780 shares; 2025Q1: 3,630 shares; 2025Q2: 3,630 shares; 2025Q3: 3,630 shares; 2025Q4: 3,630 shares 3,630 $291K 0.05% 0 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,090 shares; 2025Q1: 1,090 shares; 2025Q2: 1,090 shares; 2025Q3: 1,090 shares; 2025Q4: 1,090 shares 1,090 $289K 0.05% 0 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,391 shares 4,391 $283K 0.05% new Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,040 shares; 2025Q1: 1,040 shares; 2025Q2: 1,040 shares; 2025Q3: 1,040 shares; 2025Q4: 1,040 shares 1,040 $282K 0.05% 0 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 311 shares; 2025Q1: 311 shares; 2025Q2: 321 shares; 2025Q3: 296 shares; 2025Q4: 2,960 shares 2,960 $278K 0.05% +2,664 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: restricted; 2024Q4: 4,144 shares; 2025Q1: 4,151 shares; 2025Q2: 3,959 shares; 2025Q3: 4,048 shares; 2025Q4: 4,060 shares 4,060 $268K 0.05% +12 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: restricted; 2024Q4: 49 shares; 2025Q1: 49 shares; 2025Q2: 49 shares; 2025Q3: 49 shares; 2025Q4: 49 shares 49 $262K 0.05% 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: restricted; 2024Q4: 497 shares; 2025Q1: not reported; 2025Q2: 487 shares; 2025Q3: 487 shares; 2025Q4: 537 shares 537 $262K 0.05% +50 Timeline BROS DUTCH BROS INC More: the full row for DUTCH BROS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,030 shares 4,030 $247K 0.04% new Timeline GSSC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,224 shares; 2025Q4: 3,224 shares 3,224 $244K 0.04% 0 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,952 shares; 2025Q1: 2,952 shares; 2025Q2: 2,952 shares; 2025Q3: 2,952 shares; 2025Q4: 3,092 shares 3,092 $244K 0.04% +140 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: restricted; 2024Q4: 1,200 shares; 2025Q1: 1,200 shares; 2025Q2: 1,200 shares; 2025Q3: 1,200 shares; 2025Q4: 1,200 shares 1,200 $233K 0.04% 0 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,650 shares; 2025Q3: 2,650 shares; 2025Q4: 2,650 shares 2,650 $231K 0.04% 0 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 500 shares; 2025Q3: not reported; 2025Q4: 500 shares 500 $227K 0.04% new Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,376 shares; 2025Q4: 1,376 shares 1,376 $221K 0.04% 0 Timeline SDZNY SANDOZ GROUP AG-ADR More: the full row for SANDOZ GROUP AG-ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,973 shares 2,973 $216K 0.04% new Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,671 shares; 2025Q1: 7,671 shares; 2025Q2: 7,670 shares; 2025Q3: 7,671 shares; 2025Q4: 7,670 shares 7,670 $211K 0.04% -1 Timeline CFIHX AMERICAN CAPITAL INCOME BUILDER F… More: the full row for AMERICAN CAPITAL INCOME BUILDER FUND CLASS F3 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,722 shares; 2025Q3: 2,723 shares; 2025Q4: 2,730 shares 2,730 $210K 0.04% +7 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,500 shares 6,500 $208K 0.04% new Timeline AIVL WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,970 shares; 2025Q1: 1,970 shares; 2025Q2: 1,820 shares; 2025Q3: 1,795 shares; 2025Q4: 1,795 shares 1,795 $206K 0.04% 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: restricted; 2024Q4: not reported; 2025Q1: 2,147 shares; 2025Q2: not reported; 2025Q3: 2,286 shares; 2025Q4: 4,575 shares 4,575 $205K 0.04% +2,289 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,600 shares 1,600 $204K 0.04% new Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,500 shares 2,500 $202K 0.04% new Timeline SOUTH32 LTD SHS SOUTH32 LTD SHS More: the full row for SOUTH32 LTD SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,921 shares; 2025Q3: 10,921 shares; 2025Q4: 10,921 shares 10,921 $25.9K <0.01% 0