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: 434,121 shares; 2024Q4: 429,236 shares; 2025Q1: 401,851 shares; 2025Q2: 397,208 shares; 2025Q3: 376,994 shares; 2025Q4: 362,160 shares 362,160 $67.5M 14.15% -14,834 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: 267,514 shares; 2024Q4: 267,421 shares; 2025Q1: 267,848 shares; 2025Q2: 267,897 shares; 2025Q3: 267,950 shares; 2025Q4: 268,716 shares 268,716 $32.3M 6.77% +766 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: 108,869 shares; 2024Q4: 108,009 shares; 2025Q1: 105,847 shares; 2025Q2: 105,130 shares; 2025Q3: 103,441 shares; 2025Q4: 103,089 shares 103,089 $28M 5.87% -352 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: 35,844 shares; 2024Q4: 36,032 shares; 2025Q1: 35,500 shares; 2025Q2: 36,274 shares; 2025Q3: 36,868 shares; 2025Q4: 39,223 shares 39,223 $26.9M 5.63% +2,355 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 161,500 shares; 2024Q4: 140,620 shares; 2025Q1: 133,961 shares; 2025Q2: 136,268 shares; 2025Q3: 136,918 shares; 2025Q4: 165,170 shares 165,170 $16.5M 3.46% +28,252 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: 41,953 shares; 2024Q4: 43,998 shares; 2025Q1: 42,086 shares; 2025Q2: 44,547 shares; 2025Q3: 44,648 shares; 2025Q4: 47,029 shares 47,029 $12.1M 2.54% +2,381 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,072 shares; 2024Q4: 19,583 shares; 2025Q1: 19,252 shares; 2025Q2: 17,136 shares; 2025Q3: 17,289 shares; 2025Q4: 19,574 shares 19,574 $11.8M 2.47% +2,285 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: 90,479 shares; 2024Q4: 96,919 shares; 2025Q1: 95,113 shares; 2025Q2: 102,842 shares; 2025Q3: 104,435 shares; 2025Q4: 142,478 shares 142,478 $11.4M 2.38% +38,043 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: 15,995 shares; 2024Q4: 16,584 shares; 2025Q1: 16,640 shares; 2025Q2: 16,616 shares; 2025Q3: 16,633 shares; 2025Q4: 16,534 shares 16,534 $11.3M 2.36% -99 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: 34,028 shares; 2024Q4: 33,661 shares; 2025Q1: 33,240 shares; 2025Q2: 33,521 shares; 2025Q3: 32,869 shares; 2025Q4: 32,083 shares 32,083 $10M 2.1% -786 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: 61,525 shares; 2024Q4: 61,455 shares; 2025Q1: 61,327 shares; 2025Q2: 61,551 shares; 2025Q3: 61,444 shares; 2025Q4: 61,297 shares 61,297 $9.34M 1.96% -147 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: 28,708 shares; 2024Q4: 28,537 shares; 2025Q1: 28,086 shares; 2025Q2: 27,993 shares; 2025Q3: 26,852 shares; 2025Q4: 26,465 shares 26,465 $8.53M 1.79% -387 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: 18,609 shares; 2024Q4: 18,051 shares; 2025Q1: 17,626 shares; 2025Q2: 17,542 shares; 2025Q3: 17,230 shares; 2025Q4: 16,894 shares 16,894 $7.13M 1.49% -336 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: 47,753 shares; 2024Q4: 46,899 shares; 2025Q1: 45,924 shares; 2025Q2: 46,837 shares; 2025Q3: 47,043 shares; 2025Q4: 37,105 shares 37,105 $7.11M 1.49% -9,938 Timeline QUAL 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: 19,279 shares; 2024Q4: 20,080 shares; 2025Q1: 20,799 shares; 2025Q2: 35,267 shares; 2025Q3: 36,073 shares; 2025Q4: 34,834 shares 34,834 $6.92M 1.45% -1,239 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: 26,240 shares; 2024Q4: 26,530 shares; 2025Q1: 26,169 shares; 2025Q2: 25,402 shares; 2025Q3: 24,979 shares; 2025Q4: 25,641 shares 25,641 $6.31M 1.32% +662 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: 7,988 shares; 2024Q4: 8,031 shares; 2025Q1: 7,911 shares; 2025Q2: 7,854 shares; 2025Q3: 7,725 shares; 2025Q4: 7,670 shares 7,670 $6.29M 1.32% -55 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: 12,945 shares; 2024Q4: 13,099 shares; 2025Q1: 13,069 shares; 2025Q2: 13,050 shares; 2025Q3: 12,616 shares; 2025Q4: 12,599 shares 12,599 $6.09M 1.28% -17 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: 6,811 shares; 2024Q4: 11,045 shares; 2025Q1: 11,391 shares; 2025Q2: 16,520 shares; 2025Q3: 16,416 shares; 2025Q4: 15,352 shares 15,352 $6.08M 1.27% -1,064 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: 5,101 shares; 2024Q4: 5,101 shares; 2025Q1: 5,124 shares; 2025Q2: 5,124 shares; 2025Q3: 5,124 shares; 2025Q4: 5,124 shares 5,124 $5.51M 1.15% 0 Timeline MTUM 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: 14,563 shares; 2024Q4: 15,429 shares; 2025Q1: 16,156 shares; 2025Q2: 16,712 shares; 2025Q3: 17,383 shares; 2025Q4: 19,946 shares 19,946 $4.99M 1.05% +2,563 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: 50,827 shares; 2024Q4: 49,682 shares; 2025Q1: 48,606 shares; 2025Q2: 47,295 shares; 2025Q3: 46,280 shares; 2025Q4: 44,362 shares 44,362 $4.94M 1.04% -1,918 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: 8,841 shares; 2024Q4: 8,722 shares; 2025Q1: 8,561 shares; 2025Q2: 8,606 shares; 2025Q3: 8,588 shares; 2025Q4: 8,567 shares 8,567 $4.89M 1.02% -21 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: 7,834 shares; 2024Q4: 7,683 shares; 2025Q1: 7,390 shares; 2025Q2: 7,402 shares; 2025Q3: 7,417 shares; 2025Q4: 7,621 shares 7,621 $4.42M 0.93% +204 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: 13,702 shares; 2024Q4: 13,845 shares; 2025Q1: 14,014 shares; 2025Q2: 15,637 shares; 2025Q3: 16,099 shares; 2025Q4: 30,037 shares 30,037 $4.32M 0.91% +13,938 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: 79,212 shares; 2024Q4: 79,268 shares; 2025Q1: 79,476 shares; 2025Q2: 79,382 shares; 2025Q3: 77,715 shares; 2025Q4: 77,443 shares 77,443 $4.26M 0.89% -272 Timeline VLUE 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: 24,795 shares; 2024Q4: 25,010 shares; 2025Q1: 25,988 shares; 2025Q2: 25,811 shares; 2025Q3: 27,376 shares; 2025Q4: 30,703 shares 30,703 $4.2M 0.88% +3,327 Timeline PAVE 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: 90,001 shares; 2024Q4: 90,201 shares; 2025Q1: 89,056 shares; 2025Q2: 93,028 shares; 2025Q3: 94,957 shares; 2025Q4: 86,784 shares 86,784 $4.15M 0.87% -8,173 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: 8,520 shares; 2024Q4: 8,521 shares; 2025Q1: 8,256 shares; 2025Q2: 8,176 shares; 2025Q3: 8,082 shares; 2025Q4: 7,968 shares 7,968 $4.07M 0.85% -114 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: 16,384 shares; 2024Q4: 16,850 shares; 2025Q1: 17,093 shares; 2025Q2: 17,472 shares; 2025Q3: 17,110 shares; 2025Q4: 17,562 shares 17,562 $4.05M 0.85% +452 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: 6,039 shares; 2024Q4: 6,185 shares; 2025Q1: 6,019 shares; 2025Q2: 6,158 shares; 2025Q3: 6,790 shares; 2025Q4: 6,496 shares 6,496 $3.99M 0.84% -294 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: 12,945 shares; 2024Q4: 12,607 shares; 2025Q1: 12,529 shares; 2025Q2: 13,089 shares; 2025Q3: 13,129 shares; 2025Q4: 10,866 shares 10,866 $3.76M 0.79% -2,263 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,535 shares; 2024Q4: 7,463 shares; 2025Q1: 7,482 shares; 2025Q2: 7,327 shares; 2025Q3: 7,445 shares; 2025Q4: 7,804 shares 7,804 $3.69M 0.77% +359 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: 3,233 shares; 2024Q4: 3,188 shares; 2025Q1: 3,061 shares; 2025Q2: 3,046 shares; 2025Q3: 2,955 shares; 2025Q4: 2,906 shares 2,906 $3.53M 0.74% -49 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,261 shares; 2024Q4: 16,334 shares; 2025Q1: 15,979 shares; 2025Q2: 15,916 shares; 2025Q3: 15,857 shares; 2025Q4: 15,822 shares 15,822 $3.29M 0.69% -35 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: 17,239 shares; 2024Q4: 17,342 shares; 2025Q1: 16,897 shares; 2025Q2: 16,970 shares; 2025Q3: 16,738 shares; 2025Q4: 16,836 shares 16,836 $3.1M 0.65% +98 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: 10,941 shares; 2024Q4: 11,000 shares; 2025Q1: 10,855 shares; 2025Q2: 10,878 shares; 2025Q3: 10,583 shares; 2025Q4: 10,631 shares 10,631 $3.08M 0.65% +48 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: 70,959 shares; 2024Q4: 71,812 shares; 2025Q1: 72,608 shares; 2025Q2: 75,889 shares; 2025Q3: 78,266 shares; 2025Q4: 55,996 shares 55,996 $3.07M 0.64% -22,270 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,841 shares; 2025Q3: 24,261 shares; 2025Q4: 71,180 shares 71,180 $3.04M 0.64% +46,919 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,914 shares; 2024Q4: 37,126 shares; 2025Q1: 36,295 shares; 2025Q2: 37,075 shares; 2025Q3: 36,549 shares; 2025Q4: 36,736 shares 36,736 $2.95M 0.62% +187 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: 12,926 shares; 2024Q4: 12,807 shares; 2025Q1: 12,414 shares; 2025Q2: 12,255 shares; 2025Q3: 12,242 shares; 2025Q4: 11,919 shares 11,919 $2.89M 0.61% -323 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: 10,240 shares; 2024Q4: 10,326 shares; 2025Q1: 9,826 shares; 2025Q2: 9,843 shares; 2025Q3: 9,668 shares; 2025Q4: 9,682 shares 9,682 $2.87M 0.6% +14 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: 39,252 shares; 2024Q4: 38,947 shares; 2025Q1: 37,940 shares; 2025Q2: 37,870 shares; 2025Q3: 36,536 shares; 2025Q4: 36,326 shares 36,326 $2.8M 0.59% -210 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: 9,031 shares; 2024Q4: 9,053 shares; 2025Q1: 9,061 shares; 2025Q2: 8,648 shares; 2025Q3: 8,396 shares; 2025Q4: 8,396 shares 8,396 $2.57M 0.54% 0 Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,046 shares; 2024Q4: 65,414 shares; 2025Q1: 70,768 shares; 2025Q2: 85,399 shares; 2025Q3: 85,836 shares; 2025Q4: 117,956 shares 117,956 $2.48M 0.52% +32,120 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: 10,728 shares; 2024Q4: 10,567 shares; 2025Q1: 10,290 shares; 2025Q2: 10,447 shares; 2025Q3: 10,251 shares; 2025Q4: 10,014 shares 10,014 $2.42M 0.51% -237 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: 32,437 shares; 2024Q4: 32,437 shares; 2025Q1: 32,560 shares; 2025Q2: 32,417 shares; 2025Q3: 32,417 shares; 2025Q4: 32,417 shares 32,417 $2.27M 0.47% 0 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,806 shares; 2024Q4: 20,806 shares; 2025Q1: 20,844 shares; 2025Q2: 18,134 shares; 2025Q3: 18,134 shares; 2025Q4: 18,257 shares 18,257 $2.24M 0.47% +123 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,476 shares; 2024Q4: 18,364 shares; 2025Q1: 18,871 shares; 2025Q2: 21,083 shares; 2025Q3: 19,660 shares; 2025Q4: 16,005 shares 16,005 $2.21M 0.46% -3,655 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,803 shares; 2024Q4: 4,752 shares; 2025Q1: 4,595 shares; 2025Q2: 4,580 shares; 2025Q3: 4,475 shares; 2025Q4: 4,324 shares 4,324 $2.12M 0.44% -151 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: 5,392 shares; 2024Q4: 5,323 shares; 2025Q1: 5,227 shares; 2025Q2: 5,345 shares; 2025Q3: 5,381 shares; 2025Q4: 4,738 shares 4,738 $2.11M 0.44% -643 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: 2,634 shares; 2024Q4: 3,014 shares; 2025Q1: 3,013 shares; 2025Q2: 3,148 shares; 2025Q3: 3,058 shares; 2025Q4: 3,184 shares 3,184 $2.1M 0.44% +126 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: 14,559 shares; 2024Q4: 14,608 shares; 2025Q1: 14,657 shares; 2025Q2: 14,657 shares; 2025Q3: 14,657 shares; 2025Q4: 14,470 shares 14,470 $2.07M 0.43% -187 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: 9,935 shares; 2024Q4: 9,831 shares; 2025Q1: 9,866 shares; 2025Q2: 9,902 shares; 2025Q3: 9,902 shares; 2025Q4: 9,927 shares 9,927 $2.05M 0.43% +25 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,240 shares; 2024Q4: 5,239 shares; 2025Q1: 5,239 shares; 2025Q2: 5,143 shares; 2025Q3: 5,281 shares; 2025Q4: 5,239 shares 5,239 $1.96M 0.41% -42 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: 6,067 shares; 2024Q4: 6,067 shares; 2025Q1: 6,133 shares; 2025Q2: 6,273 shares; 2025Q3: 6,450 shares; 2025Q4: 5,684 shares 5,684 $1.78M 0.37% -766 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: 6,853 shares; 2024Q4: 9,539 shares; 2025Q1: 9,345 shares; 2025Q2: 9,558 shares; 2025Q3: 10,137 shares; 2025Q4: 10,451 shares 10,451 $1.67M 0.35% +314 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: 4,783 shares; 2024Q4: 4,726 shares; 2025Q1: 4,510 shares; 2025Q2: 4,559 shares; 2025Q3: 4,370 shares; 2025Q4: 4,487 shares 4,487 $1.58M 0.33% +117 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: 44,670 shares; 2024Q4: 44,336 shares; 2025Q1: 40,795 shares; 2025Q2: 38,766 shares; 2025Q3: 38,616 shares; 2025Q4: 36,890 shares 36,890 $1.5M 0.31% -1,726 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: 7,689 shares; 2024Q4: 6,074 shares; 2025Q1: 6,083 shares; 2025Q2: 5,962 shares; 2025Q3: 6,164 shares; 2025Q4: 6,374 shares 6,374 $1.47M 0.31% +210 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,295 shares; 2024Q4: 8,462 shares; 2025Q1: 8,368 shares; 2025Q2: 10,943 shares; 2025Q3: 11,324 shares; 2025Q4: 11,302 shares 11,302 $1.46M 0.31% -22 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,762 shares; 2024Q4: 1,762 shares; 2025Q1: 1,768 shares; 2025Q2: 1,666 shares; 2025Q3: 1,686 shares; 2025Q4: 1,676 shares 1,676 $1.45M 0.3% -10 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: 16,671 shares; 2024Q4: 16,952 shares; 2025Q1: 17,441 shares; 2025Q2: 18,633 shares; 2025Q3: 18,961 shares; 2025Q4: 32,187 shares 32,187 $1.44M 0.3% +13,226 Timeline ACA ARCOSA INC More: the full row for ARCOSA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,246 shares; 2024Q4: 14,016 shares; 2025Q1: 13,200 shares; 2025Q2: 13,015 shares; 2025Q3: 13,349 shares; 2025Q4: 13,250 shares 13,250 $1.41M 0.3% -99 Timeline USMV 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: 12,676 shares; 2024Q4: 12,676 shares; 2025Q1: 12,388 shares; 2025Q2: 14,061 shares; 2025Q3: 14,061 shares; 2025Q4: 14,874 shares 14,874 $1.4M 0.29% +813 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,852 shares; 2025Q1: 13,385 shares; 2025Q2: 13,735 shares; 2025Q3: 14,334 shares; 2025Q4: 13,890 shares 13,890 $1.37M 0.29% -444 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: 9,325 shares; 2024Q4: 8,870 shares; 2025Q1: 8,368 shares; 2025Q2: 8,308 shares; 2025Q3: 7,924 shares; 2025Q4: 8,341 shares 8,341 $1.36M 0.28% +417 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,093 shares; 2024Q4: 5,912 shares; 2025Q1: 5,465 shares; 2025Q2: 5,312 shares; 2025Q3: 5,286 shares; 2025Q4: 5,903 shares 5,903 $1.35M 0.28% +617 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,798 shares 13,798 $1.22M 0.26% new Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,409 shares; 2024Q4: 3,409 shares; 2025Q1: 3,161 shares; 2025Q2: 3,161 shares; 2025Q3: 3,103 shares; 2025Q4: 3,046 shares 3,046 $1.19M 0.25% -57 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,537 shares; 2024Q4: 22,140 shares; 2025Q1: 21,700 shares; 2025Q2: 22,121 shares; 2025Q3: 21,859 shares; 2025Q4: 16,850 shares 16,850 $1.13M 0.24% -5,009 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,388 shares; 2024Q4: 2,388 shares; 2025Q1: 2,388 shares; 2025Q2: 2,388 shares; 2025Q3: 2,401 shares; 2025Q4: 2,400 shares 2,400 $1.13M 0.24% -1 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,335 shares; 2024Q4: 3,335 shares; 2025Q1: 3,335 shares; 2025Q2: 3,335 shares; 2025Q3: 3,335 shares; 2025Q4: 3,335 shares 3,335 $1.12M 0.24% 0 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,000 shares; 2025Q3: 2,618 shares; 2025Q4: 3,169 shares 3,169 $1.08M 0.23% +551 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,102 shares; 2024Q4: 22,167 shares; 2025Q1: 20,935 shares; 2025Q2: 21,152 shares; 2025Q3: 20,764 shares; 2025Q4: 18,073 shares 18,073 $1.06M 0.22% -2,691 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: 5,570 shares; 2024Q4: 5,570 shares; 2025Q1: 5,587 shares; 2025Q2: 5,587 shares; 2025Q3: 5,587 shares; 2025Q4: 5,587 shares 5,587 $1.02M 0.21% 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: 6,231 shares; 2024Q4: 6,036 shares; 2025Q1: 5,242 shares; 2025Q2: 5,085 shares; 2025Q3: 5,105 shares; 2025Q4: 5,069 shares 5,069 $985K 0.21% -36 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,042 shares; 2024Q4: 12,163 shares; 2025Q1: 12,185 shares; 2025Q2: 12,295 shares; 2025Q3: 12,295 shares; 2025Q4: 12,295 shares 12,295 $971K 0.2% 0 Timeline VIRT VIRTU FINL INC More: the full row for VIRTU FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,530 shares; 2024Q4: 27,806 shares; 2025Q1: 29,330 shares; 2025Q2: 32,293 shares; 2025Q3: 35,335 shares; 2025Q4: 29,097 shares 29,097 $970K 0.2% -6,238 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,159 shares; 2024Q4: 1,165 shares; 2025Q1: 1,097 shares; 2025Q2: 1,194 shares; 2025Q3: 1,203 shares; 2025Q4: 1,191 shares 1,191 $964K 0.2% -12 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: 17,649 shares; 2024Q4: 11,459 shares; 2025Q1: 10,145 shares; 2025Q2: 9,539 shares; 2025Q3: 9,029 shares; 2025Q4: 9,029 shares 9,029 $950K 0.2% 0 Timeline WCC WESCO INTL INC More: the full row for WESCO INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,685 shares; 2025Q1: 2,491 shares; 2025Q2: 3,242 shares; 2025Q3: 3,462 shares; 2025Q4: 3,858 shares 3,858 $944K 0.2% +396 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,089 shares; 2025Q4: 16,372 shares 16,372 $885K 0.19% +6,283 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,218 shares; 2024Q4: 3,086 shares; 2025Q1: 3,013 shares; 2025Q2: 2,944 shares; 2025Q3: 2,929 shares; 2025Q4: 3,339 shares 3,339 $877K 0.18% +410 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: 39,641 shares; 2024Q4: 36,211 shares; 2025Q1: 36,211 shares; 2025Q2: 36,211 shares; 2025Q3: 35,790 shares; 2025Q4: 34,780 shares 34,780 $866K 0.18% -1,010 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: 18,188 shares; 2024Q4: 17,373 shares; 2025Q1: 16,370 shares; 2025Q2: 12,182 shares; 2025Q3: 10,195 shares; 2025Q4: 8,765 shares 8,765 $857K 0.18% -1,430 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,698 shares 13,698 $851K 0.18% new 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: 4,842 shares; 2024Q4: 7,486 shares; 2025Q1: 9,968 shares; 2025Q2: 10,952 shares; 2025Q3: 10,843 shares; 2025Q4: 10,346 shares 10,346 $845K 0.18% -497 Timeline IGIB 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: 21,215 shares; 2024Q4: 21,125 shares; 2025Q1: 19,248 shares; 2025Q2: 19,013 shares; 2025Q3: 19,013 shares; 2025Q4: 14,850 shares 14,850 $800K 0.17% -4,163 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: 6,699 shares; 2024Q4: 6,904 shares; 2025Q1: 6,904 shares; 2025Q2: 6,925 shares; 2025Q3: 6,925 shares; 2025Q4: 6,925 shares 6,925 $799K 0.17% 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: 1,233 shares; 2024Q4: 1,233 shares; 2025Q1: 1,297 shares; 2025Q2: 1,297 shares; 2025Q3: 1,684 shares; 2025Q4: 1,684 shares 1,684 $757K 0.16% 0 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,714 shares; 2024Q4: 28,714 shares; 2025Q1: 28,946 shares; 2025Q2: 28,946 shares; 2025Q3: 28,946 shares; 2025Q4: 28,946 shares 28,946 $719K 0.15% 0 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,068 shares; 2024Q4: 11,068 shares; 2025Q1: 11,068 shares; 2025Q2: 11,068 shares; 2025Q3: 11,068 shares; 2025Q4: 11,068 shares 11,068 $705K 0.15% 0 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,033 shares; 2024Q4: 2,737 shares; 2025Q1: 2,772 shares; 2025Q2: 2,762 shares; 2025Q3: 2,785 shares; 2025Q4: 2,852 shares 2,852 $652K 0.14% +67 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,572 shares; 2024Q4: 2,572 shares; 2025Q1: 2,572 shares; 2025Q2: 2,572 shares; 2025Q3: 2,025 shares; 2025Q4: 2,025 shares 2,025 $632K 0.13% 0 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,790 shares; 2024Q4: 8,421 shares; 2025Q1: 8,423 shares; 2025Q2: 8,427 shares; 2025Q3: 8,431 shares; 2025Q4: 8,044 shares 8,044 $622K 0.13% -387 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: 1,190 shares; 2024Q4: 1,188 shares; 2025Q1: 1,224 shares; 2025Q2: 1,224 shares; 2025Q3: 1,224 shares; 2025Q4: 1,224 shares 1,224 $615K 0.13% 0 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: 6,234 shares; 2024Q4: 6,120 shares; 2025Q1: 6,120 shares; 2025Q2: 5,279 shares; 2025Q3: 5,297 shares; 2025Q4: 5,358 shares 5,358 $610K 0.13% +61 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: 3,849 shares; 2024Q4: 3,740 shares; 2025Q1: 3,756 shares; 2025Q2: 3,756 shares; 2025Q3: 3,756 shares; 2025Q4: 3,756 shares 3,756 $577K 0.12% 0 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,424 shares; 2025Q1: 4,449 shares; 2025Q2: 6,063 shares; 2025Q3: 6,081 shares; 2025Q4: 6,836 shares 6,836 $566K 0.12% +755 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: 3,220 shares; 2024Q4: 3,220 shares; 2025Q1: 3,220 shares; 2025Q2: 3,251 shares; 2025Q3: 3,251 shares; 2025Q4: 3,251 shares 3,251 $564K 0.12% 0 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,178 shares; 2024Q4: 4,108 shares; 2025Q1: 4,666 shares; 2025Q2: 4,666 shares; 2025Q3: 4,667 shares; 2025Q4: 4,602 shares 4,602 $553K 0.12% -65 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: 1,817 shares; 2024Q4: 1,817 shares; 2025Q1: 1,831 shares; 2025Q2: 1,831 shares; 2025Q3: 1,831 shares; 2025Q4: 1,831 shares 1,831 $538K 0.11% 0 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE 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: 933 shares 933 $530K 0.11% new 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: 1,378 shares; 2024Q4: 1,378 shares; 2025Q1: 1,421 shares; 2025Q2: 1,421 shares; 2025Q3: 1,421 shares; 2025Q4: 1,421 shares 1,421 $498K 0.1% 0 Timeline APTV APTIV PLC More: the full row for APTIV PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,409 shares; 2025Q2: 6,459 shares; 2025Q3: 6,698 shares; 2025Q4: 6,327 shares 6,327 $481K 0.1% -371 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: 2,368 shares; 2024Q4: 2,368 shares; 2025Q1: 2,368 shares; 2025Q2: 2,368 shares; 2025Q3: 2,368 shares; 2025Q4: 2,368 shares 2,368 $473K 0.1% 0 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,730 shares; 2024Q4: 3,730 shares; 2025Q1: 3,730 shares; 2025Q2: 3,730 shares; 2025Q3: 3,730 shares; 2025Q4: 3,543 shares 3,543 $470K 0.1% -187 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: 3,584 shares; 2024Q4: 3,584 shares; 2025Q1: 3,718 shares; 2025Q2: 3,316 shares; 2025Q3: 3,396 shares; 2025Q4: 3,260 shares 3,260 $468K 0.1% -136 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,070 shares; 2024Q4: 43,004 shares; 2025Q1: 40,666 shares; 2025Q2: 29,641 shares; 2025Q3: 28,989 shares; 2025Q4: 20,964 shares 20,964 $467K 0.1% -8,025 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: 2,315 shares; 2024Q4: 2,357 shares; 2025Q1: 2,436 shares; 2025Q2: 2,344 shares; 2025Q3: 2,344 shares; 2025Q4: 2,344 shares 2,344 $457K 0.1% 0 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: 4,903 shares; 2024Q4: 4,052 shares; 2025Q1: 4,043 shares; 2025Q2: 4,046 shares; 2025Q3: 4,048 shares; 2025Q4: 3,221 shares 3,221 $455K 0.1% -827 Timeline ITB 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: 17,169 shares; 2024Q4: 17,458 shares; 2025Q1: 16,246 shares; 2025Q2: 4,866 shares; 2025Q3: 4,867 shares; 2025Q4: 4,529 shares 4,529 $436K 0.09% -338 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,348 shares; 2024Q4: 12,348 shares; 2025Q1: 12,439 shares; 2025Q2: 12,348 shares; 2025Q3: 12,348 shares; 2025Q4: 12,348 shares 12,348 $429K 0.09% 0 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,908 shares; 2024Q4: 3,908 shares; 2025Q1: 3,938 shares; 2025Q2: 3,938 shares; 2025Q3: 3,690 shares; 2025Q4: 3,690 shares 3,690 $428K 0.09% 0 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,777 shares; 2024Q4: 7,711 shares; 2025Q1: 6,706 shares; 2025Q2: 6,706 shares; 2025Q3: 6,706 shares; 2025Q4: 6,356 shares 6,356 $409K 0.09% -350 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,144 shares; 2024Q4: 4,144 shares; 2025Q1: 4,182 shares; 2025Q2: 4,182 shares; 2025Q3: 4,182 shares; 2025Q4: 4,080 shares 4,080 $389K 0.08% -102 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: 3,905 shares; 2024Q4: 3,905 shares; 2025Q1: 4,024 shares; 2025Q2: 4,024 shares; 2025Q3: 4,024 shares; 2025Q4: 4,024 shares 4,024 $375K 0.08% 0 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: 1,366 shares; 2024Q4: 1,366 shares; 2025Q1: 1,366 shares; 2025Q2: 1,366 shares; 2025Q3: 1,366 shares; 2025Q4: 1,366 shares 1,366 $370K 0.08% 0 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,586 shares; 2024Q4: 2,745 shares; 2025Q1: 2,745 shares; 2025Q2: 2,745 shares; 2025Q3: 2,745 shares; 2025Q4: 2,824 shares 2,824 $369K 0.08% +79 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: 630 shares; 2024Q4: 630 shares; 2025Q1: 637 shares; 2025Q2: 637 shares; 2025Q3: 637 shares; 2025Q4: 637 shares 637 $365K 0.08% 0 Timeline MPLX MPLX LP More: the full row for MPLX LP 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: 6,825 shares 6,825 $364K 0.08% new 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: 3,124 shares; 2024Q4: 3,124 shares; 2025Q1: 3,182 shares; 2025Q2: 2,632 shares; 2025Q3: 2,632 shares; 2025Q4: 2,632 shares 2,632 $363K 0.08% 0 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,308 shares; 2024Q4: 3,007 shares; 2025Q1: 2,946 shares; 2025Q2: 2,819 shares; 2025Q3: 2,571 shares; 2025Q4: 2,651 shares 2,651 $338K 0.07% +80 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: 1,072 shares; 2024Q4: not reported; 2025Q1: 1,087 shares; 2025Q2: 1,087 shares; 2025Q3: 1,087 shares; 2025Q4: 1,087 shares 1,087 $335K 0.07% 0 Timeline QTRX QUANTERIX CORP More: the full row for QUANTERIX 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: 17,602 shares; 2025Q3: 52,105 shares; 2025Q4: 52,105 shares 52,105 $331K 0.07% 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: 2,035 shares; 2024Q4: 2,035 shares; 2025Q1: 2,035 shares; 2025Q2: 2,111 shares; 2025Q3: 2,111 shares; 2025Q4: 2,111 shares 2,111 $325K 0.07% 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: 2,329 shares; 2024Q4: 1,704 shares; 2025Q1: 1,704 shares; 2025Q2: 1,695 shares; 2025Q3: 1,695 shares; 2025Q4: 1,695 shares 1,695 $324K 0.07% 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: 1,124 shares; 2024Q4: 1,124 shares; 2025Q1: 1,166 shares; 2025Q2: 1,166 shares; 2025Q3: 1,161 shares; 2025Q4: 1,161 shares 1,161 $308K 0.06% 0 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 916 shares; 2024Q4: 916 shares; 2025Q1: 920 shares; 2025Q2: 920 shares; 2025Q3: 920 shares; 2025Q4: 920 shares 920 $298K 0.06% 0 Timeline RSPT 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: 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 $287K 0.06% 0 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,336 shares; 2024Q4: 1,336 shares; 2025Q1: 1,304 shares; 2025Q2: 1,304 shares; 2025Q3: 1,304 shares; 2025Q4: 1,304 shares 1,304 $287K 0.06% 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: 5,147 shares; 2024Q4: 5,149 shares; 2025Q1: 5,256 shares; 2025Q2: 5,258 shares; 2025Q3: 5,259 shares; 2025Q4: 5,261 shares 5,261 $284K 0.06% +2 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: 1,096 shares; 2024Q4: 1,096 shares; 2025Q1: 1,103 shares; 2025Q2: 1,103 shares; 2025Q3: 1,103 shares; 2025Q4: 1,103 shares 1,103 $284K 0.06% 0 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,485 shares; 2024Q4: 5,485 shares; 2025Q1: 5,663 shares; 2025Q2: 5,183 shares; 2025Q3: 5,183 shares; 2025Q4: 5,183 shares 5,183 $283K 0.06% 0 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,829 shares; 2024Q4: 2,829 shares; 2025Q1: 2,829 shares; 2025Q2: 2,829 shares; 2025Q3: 2,829 shares; 2025Q4: 2,829 shares 2,829 $275K 0.06% 0 Timeline ACI ALBERTSONS COMPANIES INC More: the full row for ALBERTSONS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,739 shares; 2024Q4: 23,743 shares; 2025Q1: 26,063 shares; 2025Q2: 26,567 shares; 2025Q3: 26,572 shares; 2025Q4: 15,886 shares 15,886 $273K 0.06% -10,686 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,455 shares; 2024Q4: 7,562 shares; 2025Q1: 7,402 shares; 2025Q2: 7,619 shares; 2025Q3: 6,062 shares; 2025Q4: 2,097 shares 2,097 $264K 0.06% -3,965 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: 5,169 shares; 2024Q4: 5,163 shares; 2025Q1: 5,160 shares; 2025Q2: 5,160 shares; 2025Q3: 5,160 shares; 2025Q4: 4,956 shares 4,956 $262K 0.05% -204 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: not reported; 2024Q4: 2,507 shares; 2025Q1: 2,648 shares; 2025Q2: 2,723 shares; 2025Q3: 2,723 shares; 2025Q4: 2,723 shares 2,723 $262K 0.05% 0 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,115 shares; 2025Q2: 2,404 shares; 2025Q3: 2,404 shares; 2025Q4: 2,404 shares 2,404 $258K 0.05% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,200 shares; 2025Q4: 2,200 shares 2,200 $257K 0.05% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 727 shares; 2025Q3: 737 shares; 2025Q4: 737 shares 737 $254K 0.05% 0 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: 17,307 shares; 2024Q4: 6,085 shares; 2025Q1: 4,871 shares; 2025Q2: 4,254 shares; 2025Q3: 3,141 shares; 2025Q4: 3,154 shares 3,154 $250K 0.05% +13 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,301 shares; 2024Q4: 4,349 shares; 2025Q1: 3,123 shares; 2025Q2: 3,003 shares; 2025Q3: 2,949 shares; 2025Q4: 2,590 shares 2,590 $249K 0.05% -359 Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,423 shares; 2024Q4: 43,634 shares; 2025Q1: 43,634 shares; 2025Q2: 43,634 shares; 2025Q3: 43,634 shares; 2025Q4: 21,425 shares 21,425 $249K 0.05% -22,209 Timeline NAD NUVEEN QUALITY MUNCP INCOME More: the full row for NUVEEN QUALITY MUNCP INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,170 shares; 2024Q4: 29,217 shares; 2025Q1: 29,217 shares; 2025Q2: 29,217 shares; 2025Q3: 29,217 shares; 2025Q4: 20,620 shares 20,620 $248K 0.05% -8,597 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: 820 shares; 2024Q4: not reported; 2025Q1: 755 shares; 2025Q2: 755 shares; 2025Q3: 755 shares; 2025Q4: 755 shares 755 $247K 0.05% 0 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: 1,884 shares; 2024Q4: 2,059 shares; 2025Q1: 2,075 shares; 2025Q2: 2,075 shares; 2025Q3: 2,075 shares; 2025Q4: 2,075 shares 2,075 $243K 0.05% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,111 shares 1,111 $238K 0.05% new Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN 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: 3,103 shares; 2025Q4: 3,103 shares 3,103 $237K 0.05% 0 Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR 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: 12,660 shares; 2025Q3: 12,660 shares; 2025Q4: 12,660 shares 12,660 $228K 0.05% 0 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER 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: 8,080 shares 8,080 $226K 0.05% new Timeline AB ALLIANCEBERNSTEIN HLDG L P More: the full row for ALLIANCEBERNSTEIN HLDG L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,780 shares; 2025Q1: 5,780 shares; 2025Q2: 5,780 shares; 2025Q3: 5,780 shares; 2025Q4: 5,780 shares 5,780 $222K 0.05% 0 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,428 shares; 2024Q4: 2,429 shares; 2025Q1: 2,666 shares; 2025Q2: 2,626 shares; 2025Q3: 2,627 shares; 2025Q4: 2,361 shares 2,361 $221K 0.05% -266 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: 331 shares; 2025Q4: 331 shares 331 $216K 0.05% 0 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: 672 shares; 2024Q4: 672 shares; 2025Q1: not reported; 2025Q2: 678 shares; 2025Q3: 678 shares; 2025Q4: 678 shares 678 $216K 0.05% 0 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: 692 shares; 2024Q4: 692 shares; 2025Q1: 802 shares; 2025Q2: 802 shares; 2025Q3: not reported; 2025Q4: 802 shares 802 $215K 0.05% new 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: 3,460 shares; 2024Q4: 2,899 shares; 2025Q1: 2,899 shares; 2025Q2: 2,899 shares; 2025Q3: 2,899 shares; 2025Q4: 2,900 shares 2,900 $214K 0.04% +1 Timeline HASI HA SUSTAINABLE INFRA CAP INC More: the full row for HA SUSTAINABLE INFRA CAP 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: 6,550 shares; 2025Q4: 6,550 shares 6,550 $206K 0.04% 0 Timeline