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: 13,718 shares; 2024Q4: 13,430 shares; 2025Q1: 13,208 shares; 2025Q2: 12,619 shares; 2025Q3: 12,478 shares; 2025Q4: 12,204 shares 12,204 $13.1M 6.12% -274 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: 53,030 shares; 2024Q4: 52,299 shares; 2025Q1: 47,891 shares; 2025Q2: 45,129 shares; 2025Q3: 46,060 shares; 2025Q4: 44,039 shares 44,039 $12M 5.58% -2,021 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: 24,112 shares; 2024Q4: 23,441 shares; 2025Q1: 22,061 shares; 2025Q2: 20,575 shares; 2025Q3: 20,125 shares; 2025Q4: 19,229 shares 19,229 $9.3M 4.34% -896 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: 39,110 shares; 2024Q4: 38,721 shares; 2025Q1: 35,429 shares; 2025Q2: 31,939 shares; 2025Q3: 28,915 shares; 2025Q4: 26,439 shares 26,439 $9.15M 4.27% -2,476 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: 34,602 shares; 2024Q4: 34,694 shares; 2025Q1: 34,046 shares; 2025Q2: 32,161 shares; 2025Q3: 33,097 shares; 2025Q4: 32,114 shares 32,114 $7.41M 3.46% -983 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: 22,021 shares; 2024Q4: 22,013 shares; 2025Q1: 21,013 shares; 2025Q2: 19,560 shares; 2025Q3: 19,560 shares; 2025Q4: 18,560 shares 18,560 $5.82M 2.72% -1,000 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: 17,799 shares; 2024Q4: 17,746 shares; 2025Q1: 17,746 shares; 2025Q2: 17,116 shares; 2025Q3: 17,044 shares; 2025Q4: 16,758 shares 16,758 $5.12M 2.39% -286 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: 16,770 shares; 2024Q4: 16,613 shares; 2025Q1: 16,353 shares; 2025Q2: 14,649 shares; 2025Q3: 14,597 shares; 2025Q4: 14,123 shares 14,123 $4.55M 2.12% -474 Timeline PFIS PEOPLES FINL SVCS CORP More: the full row for PEOPLES FINL SVCS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 223,977 shares; 2024Q4: 210,295 shares; 2025Q1: 206,823 shares; 2025Q2: 204,660 shares; 2025Q3: 188,308 shares; 2025Q4: 91,791 shares 91,791 $4.47M 2.08% -96,517 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: 22,274 shares; 2024Q4: 22,110 shares; 2025Q1: 21,775 shares; 2025Q2: 19,899 shares; 2025Q3: 19,768 shares; 2025Q4: 18,781 shares 18,781 $4.29M 2% -987 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: 36,650 shares; 2024Q4: 36,434 shares; 2025Q1: 36,484 shares; 2025Q2: 36,113 shares; 2025Q3: 36,781 shares; 2025Q4: 35,644 shares 35,644 $4.29M 2% -1,137 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: 14,939 shares; 2024Q4: 14,929 shares; 2025Q1: 14,959 shares; 2025Q2: 13,632 shares; 2025Q3: 14,528 shares; 2025Q4: 13,547 shares 13,547 $4.24M 1.98% -981 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: 31,161 shares; 2024Q4: 30,519 shares; 2025Q1: 30,492 shares; 2025Q2: 29,206 shares; 2025Q3: 29,877 shares; 2025Q4: 28,924 shares 28,924 $4.15M 1.93% -953 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: 20,363 shares; 2024Q4: 20,094 shares; 2025Q1: 20,044 shares; 2025Q2: 19,637 shares; 2025Q3: 20,173 shares; 2025Q4: 19,450 shares 19,450 $4.03M 1.88% -723 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: 11,733 shares; 2024Q4: 11,274 shares; 2025Q1: 10,931 shares; 2025Q2: 9,879 shares; 2025Q3: 10,373 shares; 2025Q4: 9,574 shares 9,574 $3.54M 1.65% -799 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: 7,131 shares; 2024Q4: 6,949 shares; 2025Q1: 6,417 shares; 2025Q2: 6,080 shares; 2025Q3: 6,256 shares; 2025Q4: 6,068 shares 6,068 $3.46M 1.62% -188 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: 6,820 shares; 2024Q4: 6,820 shares; 2025Q1: 6,711 shares; 2025Q2: 6,120 shares; 2025Q3: 6,241 shares; 2025Q4: 6,062 shares 6,062 $3.05M 1.42% -179 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,509 shares; 2024Q4: 9,506 shares; 2025Q1: 31,470 shares; 2025Q2: 31,203 shares; 2025Q3: 32,773 shares; 2025Q4: 30,238 shares 30,238 $2.9M 1.35% -2,535 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,582 shares; 2024Q4: 36,829 shares; 2025Q1: 35,953 shares; 2025Q2: 70,094 shares; 2025Q3: 68,499 shares; 2025Q4: 66,915 shares 66,915 $2.69M 1.25% -1,584 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: 39,945 shares; 2024Q4: 39,652 shares; 2025Q1: 38,652 shares; 2025Q2: 35,916 shares; 2025Q3: 35,550 shares; 2025Q4: 33,138 shares 33,138 $2.55M 1.19% -2,412 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: 3,991 shares; 2024Q4: 3,991 shares; 2025Q1: 4,103 shares; 2025Q2: 4,276 shares; 2025Q3: 9,264 shares; 2025Q4: 8,584 shares 8,584 $2.49M 1.16% -680 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: 16,760 shares; 2024Q4: 16,754 shares; 2025Q1: 16,749 shares; 2025Q2: 16,572 shares; 2025Q3: 16,927 shares; 2025Q4: 16,214 shares 16,214 $2.47M 1.15% -713 Timeline QLV FLEXSHARES TR More: the full row for FLEXSHARES 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: 33,185 shares; 2025Q3: 34,149 shares; 2025Q4: 34,149 shares 34,149 $2.46M 1.15% 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: 12,712 shares; 2024Q4: 12,995 shares; 2025Q1: 13,495 shares; 2025Q2: 12,951 shares; 2025Q3: 12,492 shares; 2025Q4: 12,437 shares 12,437 $2.42M 1.13% -55 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: 19,616 shares; 2024Q4: 19,573 shares; 2025Q1: 19,648 shares; 2025Q2: 18,724 shares; 2025Q3: 18,620 shares; 2025Q4: 17,965 shares 17,965 $2.38M 1.11% -655 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: 22,757 shares; 2024Q4: 22,556 shares; 2025Q1: 22,656 shares; 2025Q2: 22,778 shares; 2025Q3: 22,778 shares; 2025Q4: 22,378 shares 22,378 $2.36M 1.1% -400 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,091 shares; 2024Q4: 4,011 shares; 2025Q1: 3,931 shares; 2025Q2: 2,939 shares; 2025Q3: 2,768 shares; 2025Q4: 2,625 shares 2,625 $2.31M 1.08% -143 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: 10,376 shares; 2024Q4: 10,358 shares; 2025Q1: 10,443 shares; 2025Q2: 7,852 shares; 2025Q3: 9,271 shares; 2025Q4: 8,724 shares 8,724 $2.25M 1.05% -547 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: 9,218 shares; 2024Q4: 9,105 shares; 2025Q1: 9,105 shares; 2025Q2: 8,026 shares; 2025Q3: 8,019 shares; 2025Q4: 7,973 shares 7,973 $2.16M 1.01% -46 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 234 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 30,710 shares; 2025Q4: 30,710 shares 30,710 $1.92M 0.89% 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: 26,822 shares; 2024Q4: 26,822 shares; 2025Q1: 26,692 shares; 2025Q2: 26,092 shares; 2025Q3: 24,540 shares; 2025Q4: 22,140 shares 22,140 $1.78M 0.83% -2,400 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: 5,976 shares; 2024Q4: 5,901 shares; 2025Q1: 5,926 shares; 2025Q2: 4,822 shares; 2025Q3: 5,130 shares; 2025Q4: 4,916 shares 4,916 $1.69M 0.79% -214 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: 8,037 shares; 2024Q4: 7,987 shares; 2025Q1: 7,987 shares; 2025Q2: 7,981 shares; 2025Q3: 7,721 shares; 2025Q4: 7,671 shares 7,671 $1.6M 0.75% -50 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,588 shares; 2024Q4: 19,551 shares; 2025Q1: 19,251 shares; 2025Q2: 18,102 shares; 2025Q3: 18,102 shares; 2025Q4: 17,996 shares 17,996 $1.57M 0.73% -106 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: 43,005 shares; 2024Q4: 42,478 shares; 2025Q1: 42,478 shares; 2025Q2: 39,467 shares; 2025Q3: 39,279 shares; 2025Q4: 37,165 shares 37,165 $1.51M 0.71% -2,114 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: 3,474 shares; 2024Q4: 3,347 shares; 2025Q1: 3,032 shares; 2025Q2: 2,391 shares; 2025Q3: 2,447 shares; 2025Q4: 2,258 shares 2,258 $1.49M 0.7% -189 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,538 shares; 2024Q4: 13,238 shares; 2025Q1: 13,138 shares; 2025Q2: 12,546 shares; 2025Q3: 12,367 shares; 2025Q4: 11,862 shares 11,862 $1.49M 0.69% -505 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: 4,800 shares; 2024Q4: 4,850 shares; 2025Q1: 4,850 shares; 2025Q2: 4,079 shares; 2025Q3: 4,438 shares; 2025Q4: 4,438 shares 4,438 $1.45M 0.68% 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: 7,187 shares; 2024Q4: 7,177 shares; 2025Q1: 7,097 shares; 2025Q2: 5,935 shares; 2025Q3: 5,923 shares; 2025Q4: 5,826 shares 5,826 $1.44M 0.67% -97 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: 12,179 shares; 2024Q4: 12,083 shares; 2025Q1: 11,968 shares; 2025Q2: 9,237 shares; 2025Q3: 9,188 shares; 2025Q4: 8,301 shares 8,301 $1.42M 0.66% -887 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: 21,588 shares; 2024Q4: 20,651 shares; 2025Q1: 20,651 shares; 2025Q2: 20,651 shares; 2025Q3: 20,497 shares; 2025Q4: 20,196 shares 20,196 $1.41M 0.66% -301 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: 31,145 shares; 2024Q4: 30,593 shares; 2025Q1: 30,553 shares; 2025Q2: 29,771 shares; 2025Q3: 29,419 shares; 2025Q4: 29,419 shares 29,419 $1.41M 0.66% 0 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: 20,192 shares; 2024Q4: 20,187 shares; 2025Q1: 20,287 shares; 2025Q2: 16,687 shares; 2025Q3: 17,483 shares; 2025Q4: 32,640 shares 32,640 $1.39M 0.65% +15,157 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: 8,893 shares; 2024Q4: 8,566 shares; 2025Q1: 8,594 shares; 2025Q2: 6,233 shares; 2025Q3: 6,415 shares; 2025Q4: 6,403 shares 6,403 $1.39M 0.65% -12 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,835 shares; 2024Q4: 10,815 shares; 2025Q1: 10,315 shares; 2025Q2: 8,787 shares; 2025Q3: 8,465 shares; 2025Q4: 7,825 shares 7,825 $1.39M 0.65% -640 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: 6,784 shares; 2024Q4: 6,774 shares; 2025Q1: 6,774 shares; 2025Q2: 6,774 shares; 2025Q3: 6,774 shares; 2025Q4: 6,774 shares 6,774 $1.24M 0.58% 0 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: 2,918 shares; 2024Q4: 2,908 shares; 2025Q1: 2,800 shares; 2025Q2: 2,202 shares; 2025Q3: 2,257 shares; 2025Q4: 2,157 shares 2,157 $1.24M 0.58% -100 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,522 shares; 2025Q1: 1,522 shares; 2025Q2: 1,222 shares; 2025Q3: 1,213 shares; 2025Q4: 1,153 shares 1,153 $1.23M 0.58% -60 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 363 shares; 2024Q4: 363 shares; 2025Q1: 363 shares; 2025Q2: 363 shares; 2025Q3: 363 shares; 2025Q4: 363 shares 363 $1.23M 0.57% 0 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: 4,287 shares; 2024Q4: 4,219 shares; 2025Q1: 4,099 shares; 2025Q2: 4,084 shares; 2025Q3: 4,059 shares; 2025Q4: 4,043 shares 4,043 $1.2M 0.56% -16 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: 11,342 shares; 2024Q4: 10,267 shares; 2025Q1: 10,267 shares; 2025Q2: 9,062 shares; 2025Q3: 8,966 shares; 2025Q4: 8,091 shares 8,091 $1.16M 0.54% -875 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: 3,260 shares; 2024Q4: 3,121 shares; 2025Q1: 3,121 shares; 2025Q2: 2,468 shares; 2025Q3: 2,539 shares; 2025Q4: 2,489 shares 2,489 $1.16M 0.54% -50 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: 1,836 shares; 2024Q4: 1,769 shares; 2025Q1: 1,779 shares; 2025Q2: 1,799 shares; 2025Q3: 1,797 shares; 2025Q4: 1,792 shares 1,792 $1.12M 0.52% -5 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: 16,458 shares; 2024Q4: 15,946 shares; 2025Q1: 14,736 shares; 2025Q2: 8,990 shares; 2025Q3: 10,263 shares; 2025Q4: 9,990 shares 9,990 $1.11M 0.52% -273 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: 9,378 shares; 2024Q4: 9,335 shares; 2025Q1: 9,319 shares; 2025Q2: 9,312 shares; 2025Q3: 9,311 shares; 2025Q4: 9,265 shares 9,265 $1.09M 0.51% -46 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: 20,481 shares; 2024Q4: 20,226 shares; 2025Q1: 20,151 shares; 2025Q2: 20,151 shares; 2025Q3: 19,872 shares; 2025Q4: 18,952 shares 18,952 $1.02M 0.48% -920 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: 13,953 shares; 2024Q4: 13,911 shares; 2025Q1: 13,911 shares; 2025Q2: 12,505 shares; 2025Q3: 12,388 shares; 2025Q4: 11,510 shares 11,510 $1.02M 0.48% -878 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,245 shares; 2024Q4: 23,213 shares; 2025Q1: 23,223 shares; 2025Q2: 13,223 shares; 2025Q3: 13,223 shares; 2025Q4: 13,223 shares 13,223 $998K 0.47% 0 Timeline FNB F N B CORP More: the full row for F N B CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,937 shares; 2024Q4: 57,937 shares; 2025Q1: 57,937 shares; 2025Q2: 57,937 shares; 2025Q3: 57,937 shares; 2025Q4: 57,937 shares 57,937 $990K 0.46% 0 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: 12,374 shares; 2024Q4: 12,350 shares; 2025Q1: 12,350 shares; 2025Q2: 11,739 shares; 2025Q3: 11,269 shares; 2025Q4: 10,618 shares 10,618 $990K 0.46% -651 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,164 shares; 2024Q4: 2,168 shares; 2025Q1: 2,635 shares; 2025Q2: 2,187 shares; 2025Q3: 17,659 shares; 2025Q4: 17,945 shares 17,945 $965K 0.45% +286 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,615 shares; 2024Q4: 19,582 shares; 2025Q1: 19,482 shares; 2025Q2: 18,609 shares; 2025Q3: 17,930 shares; 2025Q4: 16,279 shares 16,279 $954K 0.44% -1,651 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: 4,983 shares; 2024Q4: 4,978 shares; 2025Q1: 4,978 shares; 2025Q2: 3,398 shares; 2025Q3: 3,974 shares; 2025Q4: 3,677 shares 3,677 $945K 0.44% -297 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: 46,084 shares; 2024Q4: 43,732 shares; 2025Q1: 42,632 shares; 2025Q2: 40,364 shares; 2025Q3: 40,195 shares; 2025Q4: 37,445 shares 37,445 $932K 0.43% -2,750 Timeline XLC 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: 14,481 shares; 2024Q4: 14,404 shares; 2025Q1: 13,705 shares; 2025Q2: 7,783 shares; 2025Q3: 7,779 shares; 2025Q4: 7,779 shares 7,779 $916K 0.43% 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: 3,764 shares; 2024Q4: 3,686 shares; 2025Q1: 3,321 shares; 2025Q2: 826 shares; 2025Q3: 1,414 shares; 2025Q4: 1,323 shares 1,323 $906K 0.42% -91 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,287 shares; 2024Q4: 2,272 shares; 2025Q1: 2,272 shares; 2025Q2: 1,891 shares; 2025Q3: 1,865 shares; 2025Q4: 1,757 shares 1,757 $850K 0.4% -108 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,665 shares; 2024Q4: 8,652 shares; 2025Q1: 8,752 shares; 2025Q2: 8,252 shares; 2025Q3: 9,288 shares; 2025Q4: 17,638 shares 17,638 $800K 0.37% +8,350 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,454 shares; 2024Q4: 16,584 shares; 2025Q1: 16,584 shares; 2025Q2: 15,284 shares; 2025Q3: 15,284 shares; 2025Q4: 14,684 shares 14,684 $790K 0.37% -600 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,354 shares; 2024Q4: 22,314 shares; 2025Q1: 22,214 shares; 2025Q2: 21,964 shares; 2025Q3: 21,528 shares; 2025Q4: 21,609 shares 21,609 $757K 0.35% +81 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: 4,619 shares; 2024Q4: 4,619 shares; 2025Q1: 4,619 shares; 2025Q2: 4,619 shares; 2025Q3: 4,589 shares; 2025Q4: 4,589 shares 4,589 $736K 0.34% 0 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,330 shares; 2024Q4: 3,451 shares; 2025Q1: 3,471 shares; 2025Q2: 2,779 shares; 2025Q3: 2,778 shares; 2025Q4: 2,059 shares 2,059 $721K 0.34% -719 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: 3,182 shares; 2024Q4: 2,828 shares; 2025Q1: 2,800 shares; 2025Q2: 2,800 shares; 2025Q3: 3,056 shares; 2025Q4: 3,056 shares 3,056 $707K 0.33% 0 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,033 shares; 2024Q4: 3,033 shares; 2025Q1: 3,033 shares; 2025Q2: 2,733 shares; 2025Q3: 2,698 shares; 2025Q4: 2,415 shares 2,415 $697K 0.33% -283 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: 800 shares; 2024Q4: 783 shares; 2025Q1: 1,350 shares; 2025Q2: 2,625 shares; 2025Q3: 4,757 shares; 2025Q4: 3,475 shares 3,475 $648K 0.3% -1,282 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: 10,269 shares; 2024Q4: 10,267 shares; 2025Q1: 10,267 shares; 2025Q2: 7,121 shares; 2025Q3: 7,115 shares; 2025Q4: 14,230 shares 14,230 $636K 0.3% +7,115 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: 2,920 shares; 2024Q4: 2,841 shares; 2025Q1: 2,841 shares; 2025Q2: 2,836 shares; 2025Q3: 3,243 shares; 2025Q4: 3,243 shares 3,243 $633K 0.3% 0 Timeline NBTB NBT BANCORP INC More: the full row for NBT BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,000 shares; 2024Q4: 15,000 shares; 2025Q1: 15,000 shares; 2025Q2: 15,000 shares; 2025Q3: 15,000 shares; 2025Q4: 15,000 shares 15,000 $623K 0.29% 0 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,421 shares; 2024Q4: 1,391 shares; 2025Q1: 1,391 shares; 2025Q2: 1,391 shares; 2025Q3: 1,391 shares; 2025Q4: 1,271 shares 1,271 $620K 0.29% -120 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: 11,573 shares; 2024Q4: 11,417 shares; 2025Q1: 11,812 shares; 2025Q2: 11,229 shares; 2025Q3: 11,342 shares; 2025Q4: 9,732 shares 9,732 $620K 0.29% -1,610 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: 2,002 shares; 2024Q4: 2,002 shares; 2025Q1: 2,002 shares; 2025Q2: 2,002 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares 2,000 $616K 0.29% 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: 3,159 shares; 2024Q4: 3,144 shares; 2025Q1: 3,144 shares; 2025Q2: 3,144 shares; 2025Q3: 3,144 shares; 2025Q4: 3,144 shares 3,144 $600K 0.28% 0 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,086 shares; 2024Q4: 1,086 shares; 2025Q1: 1,086 shares; 2025Q2: 774 shares; 2025Q3: 763 shares; 2025Q4: 679 shares 679 $586K 0.27% -84 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: 2,504 shares; 2024Q4: 2,504 shares; 2025Q1: 2,519 shares; 2025Q2: 1,920 shares; 2025Q3: 1,878 shares; 2025Q4: 1,664 shares 1,664 $584K 0.27% -214 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: 2,713 shares; 2024Q4: 2,713 shares; 2025Q1: 2,763 shares; 2025Q2: 2,450 shares; 2025Q3: 2,441 shares; 2025Q4: 2,391 shares 2,391 $577K 0.27% -50 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,106 shares; 2024Q4: 13,021 shares; 2025Q1: 12,584 shares; 2025Q2: 12,466 shares; 2025Q3: 12,350 shares; 2025Q4: 12,325 shares 12,325 $573K 0.27% -25 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,595 shares; 2024Q4: 4,592 shares; 2025Q1: 4,592 shares; 2025Q2: 4,187 shares; 2025Q3: 4,177 shares; 2025Q4: 4,154 shares 4,154 $566K 0.26% -23 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: not reported; 2024Q4: not reported; 2025Q1: 410 shares; 2025Q2: 525 shares; 2025Q3: 582 shares; 2025Q4: 528 shares 528 $565K 0.26% -54 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: 2,968 shares; 2024Q4: 2,765 shares; 2025Q1: 2,640 shares; 2025Q2: 2,198 shares; 2025Q3: 2,177 shares; 2025Q4: 2,177 shares 2,177 $560K 0.26% 0 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,075 shares; 2024Q4: 4,075 shares; 2025Q1: 4,075 shares; 2025Q2: 4,075 shares; 2025Q3: 4,075 shares; 2025Q4: 4,075 shares 4,075 $526K 0.25% 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: 21,757 shares; 2024Q4: 21,402 shares; 2025Q1: 21,402 shares; 2025Q2: 22,402 shares; 2025Q3: 23,693 shares; 2025Q4: 21,116 shares 21,116 $525K 0.24% -2,577 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: 18,828 shares; 2024Q4: 18,495 shares; 2025Q1: 18,495 shares; 2025Q2: 17,882 shares; 2025Q3: 17,701 shares; 2025Q4: 16,541 shares 16,541 $494K 0.23% -1,160 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: 3,869 shares; 2024Q4: 3,869 shares; 2025Q1: 3,844 shares; 2025Q2: 3,601 shares; 2025Q3: 3,601 shares; 2025Q4: 3,601 shares 3,601 $470K 0.22% 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: 35,376 shares; 2024Q4: 34,341 shares; 2025Q1: 12,096 shares; 2025Q2: 8,211 shares; 2025Q3: 7,707 shares; 2025Q4: 6,903 shares 6,903 $440K 0.21% -804 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,785 shares; 2024Q4: 2,960 shares; 2025Q1: 2,910 shares; 2025Q2: 2,910 shares; 2025Q3: 2,910 shares; 2025Q4: 2,910 shares 2,910 $434K 0.2% 0 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,101 shares; 2024Q4: 5,095 shares; 2025Q1: 5,045 shares; 2025Q2: 4,991 shares; 2025Q3: 4,991 shares; 2025Q4: 4,191 shares 4,191 $423K 0.2% -800 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: 4,319 shares; 2024Q4: 4,254 shares; 2025Q1: 3,944 shares; 2025Q2: 3,944 shares; 2025Q3: 3,930 shares; 2025Q4: 4,030 shares 4,030 $400K 0.19% +100 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: 6,078 shares; 2024Q4: 5,965 shares; 2025Q1: 5,965 shares; 2025Q2: 5,889 shares; 2025Q3: 5,885 shares; 2025Q4: 5,885 shares 5,885 $394K 0.18% 0 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,082 shares; 2024Q4: 3,082 shares; 2025Q1: 2,882 shares; 2025Q2: 2,139 shares; 2025Q3: 2,104 shares; 2025Q4: 1,781 shares 1,781 $391K 0.18% -323 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: 2,242 shares; 2024Q4: 2,242 shares; 2025Q1: 2,242 shares; 2025Q2: 1,456 shares; 2025Q3: 1,856 shares; 2025Q4: 1,655 shares 1,655 $379K 0.18% -201 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: 4,840 shares; 2024Q4: 4,840 shares; 2025Q1: 4,840 shares; 2025Q2: 4,705 shares; 2025Q3: 4,705 shares; 2025Q4: 4,705 shares 4,705 $372K 0.17% 0 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,448 shares; 2024Q4: 2,343 shares; 2025Q1: 2,323 shares; 2025Q2: 1,499 shares; 2025Q3: 1,486 shares; 2025Q4: 1,406 shares 1,406 $369K 0.17% -80 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: 3,174 shares; 2024Q4: 2,996 shares; 2025Q1: 2,996 shares; 2025Q2: 2,942 shares; 2025Q3: 2,892 shares; 2025Q4: 2,292 shares 2,292 $367K 0.17% -600 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: 4,380 shares; 2024Q4: 4,025 shares; 2025Q1: 4,025 shares; 2025Q2: 3,696 shares; 2025Q3: 3,696 shares; 2025Q4: 3,696 shares 3,696 $355K 0.17% 0 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,393 shares; 2024Q4: 3,393 shares; 2025Q1: 3,375 shares; 2025Q2: 3,779 shares; 2025Q3: 4,753 shares; 2025Q4: 4,179 shares 4,179 $352K 0.16% -574 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: 3,835 shares; 2024Q4: 3,793 shares; 2025Q1: 3,888 shares; 2025Q2: 1,343 shares; 2025Q3: 1,343 shares; 2025Q4: 2,296 shares 2,296 $331K 0.15% +953 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,497 shares; 2024Q4: 6,485 shares; 2025Q1: 6,485 shares; 2025Q2: 6,485 shares; 2025Q3: 6,485 shares; 2025Q4: 5,685 shares 5,685 $328K 0.15% -800 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: 1,870 shares; 2024Q4: 1,894 shares; 2025Q1: 2,123 shares; 2025Q2: 1,705 shares; 2025Q3: 1,705 shares; 2025Q4: 1,688 shares 1,688 $323K 0.15% -17 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,785 shares; 2024Q4: 2,785 shares; 2025Q1: 2,785 shares; 2025Q2: 2,785 shares; 2025Q3: 2,785 shares; 2025Q4: 2,785 shares 2,785 $321K 0.15% 0 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,779 shares; 2024Q4: 4,767 shares; 2025Q1: 5,024 shares; 2025Q2: 3,769 shares; 2025Q3: 3,258 shares; 2025Q4: 3,226 shares 3,226 $315K 0.15% -32 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: 755 shares; 2024Q4: 625 shares; 2025Q1: 625 shares; 2025Q2: 625 shares; 2025Q3: 625 shares; 2025Q4: 625 shares 625 $306K 0.14% 0 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,765 shares; 2024Q4: 6,610 shares; 2025Q1: 6,410 shares; 2025Q2: 6,253 shares; 2025Q3: 6,156 shares; 2025Q4: 5,620 shares 5,620 $300K 0.14% -536 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: 1,950 shares; 2024Q4: 1,950 shares; 2025Q1: 1,950 shares; 2025Q2: 1,950 shares; 2025Q3: 1,832 shares; 2025Q4: 1,832 shares 1,832 $298K 0.14% 0 Timeline VOD VODAFONE GROUP PLC More: the full row for VODAFONE GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,319 shares; 2024Q4: 36,491 shares; 2025Q1: 36,491 shares; 2025Q2: 25,253 shares; 2025Q3: 25,202 shares; 2025Q4: 22,394 shares 22,394 $296K 0.14% -2,808 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: 5,600 shares; 2024Q4: 5,590 shares; 2025Q1: 5,590 shares; 2025Q2: 5,590 shares; 2025Q3: 5,590 shares; 2025Q4: 5,590 shares 5,590 $295K 0.14% 0 Timeline CBU COMMUNITY FINANCIAL SYSTEM I More: the full row for COMMUNITY FINANCIAL SYSTEM I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,412 shares; 2024Q4: 5,100 shares; 2025Q1: 5,100 shares; 2025Q2: 5,100 shares; 2025Q3: 5,100 shares; 2025Q4: 5,100 shares 5,100 $293K 0.14% 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: 3,836 shares; 2024Q4: 3,824 shares; 2025Q1: 3,824 shares; 2025Q2: 2,806 shares; 2025Q3: 2,481 shares; 2025Q4: 2,481 shares 2,481 $282K 0.13% 0 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,634 shares; 2024Q4: 7,489 shares; 2025Q1: 7,489 shares; 2025Q2: 6,989 shares; 2025Q3: 6,985 shares; 2025Q4: 6,891 shares 6,891 $277K 0.13% -94 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,123 shares; 2024Q4: 1,123 shares; 2025Q1: 1,123 shares; 2025Q2: 576 shares; 2025Q3: 561 shares; 2025Q4: 468 shares 468 $271K 0.13% -93 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: 5,775 shares; 2024Q4: 5,535 shares; 2025Q1: 4,935 shares; 2025Q2: 4,923 shares; 2025Q3: 4,823 shares; 2025Q4: 4,763 shares 4,763 $261K 0.12% -60 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,140 shares 3,140 $256K 0.12% new Timeline ONTO ONTO INNOVATION INC More: the full row for ONTO INNOVATION 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: 900 shares; 2025Q2: 1,400 shares; 2025Q3: 1,850 shares; 2025Q4: 1,603 shares 1,603 $253K 0.12% -247 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,400 shares; 2024Q4: 3,400 shares; 2025Q1: 3,400 shares; 2025Q2: 3,400 shares; 2025Q3: 3,400 shares; 2025Q4: 3,400 shares 3,400 $251K 0.12% 0 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,357 shares; 2024Q4: 2,084 shares; 2025Q1: 2,084 shares; 2025Q2: 1,755 shares; 2025Q3: 1,755 shares; 2025Q4: 1,755 shares 1,755 $242K 0.11% 0 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 380 shares; 2024Q4: 368 shares; 2025Q1: 368 shares; 2025Q2: 368 shares; 2025Q3: 368 shares; 2025Q4: 368 shares 368 $241K 0.11% 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: 684 shares; 2024Q4: 894 shares; 2025Q1: 915 shares; 2025Q2: 913 shares; 2025Q3: 888 shares; 2025Q4: 888 shares 888 $238K 0.11% 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: 1,843 shares; 2024Q4: 2,636 shares; 2025Q1: 2,636 shares; 2025Q2: 2,636 shares; 2025Q3: 2,543 shares; 2025Q4: 2,543 shares 2,543 $238K 0.11% 0 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,406 shares; 2024Q4: 1,389 shares; 2025Q1: 1,389 shares; 2025Q2: 989 shares; 2025Q3: 989 shares; 2025Q4: 1,978 shares 1,978 $236K 0.11% +989 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,150 shares; 2024Q4: 3,150 shares; 2025Q1: 3,150 shares; 2025Q2: 3,150 shares; 2025Q3: 3,150 shares; 2025Q4: 3,150 shares 3,150 $231K 0.11% 0 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: 7,722 shares; 2024Q4: 8,449 shares; 2025Q1: 8,476 shares; 2025Q2: 7,466 shares; 2025Q3: 6,691 shares; 2025Q4: 4,536 shares 4,536 $231K 0.11% -2,155 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,213 shares; 2024Q4: 2,363 shares; 2025Q1: 2,363 shares; 2025Q2: 2,113 shares; 2025Q3: 1,513 shares; 2025Q4: 1,410 shares 1,410 $218K 0.1% -103 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: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares 500 $198K 0.09% 0 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,686 shares; 2024Q4: 1,676 shares; 2025Q1: 1,666 shares; 2025Q2: 1,666 shares; 2025Q3: 2,189 shares; 2025Q4: 1,424 shares 1,424 $184K 0.09% -765 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: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 222 shares; 2025Q4: 222 shares 222 $182K 0.08% 0 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,174 shares; 2024Q4: 4,174 shares; 2025Q1: 4,174 shares; 2025Q2: 4,174 shares; 2025Q3: 4,174 shares; 2025Q4: 4,174 shares 4,174 $182K 0.08% 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: 1,302 shares; 2024Q4: 1,502 shares; 2025Q1: 1,602 shares; 2025Q2: 1,593 shares; 2025Q3: 1,543 shares; 2025Q4: 1,543 shares 1,543 $180K 0.08% 0 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,349 shares; 2024Q4: 5,349 shares; 2025Q1: 5,249 shares; 2025Q2: 5,249 shares; 2025Q3: 5,069 shares; 2025Q4: 5,069 shares 5,069 $176K 0.08% 0 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 350 shares; 2025Q3: 938 shares; 2025Q4: 940 shares 940 $173K 0.08% +2 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,697 shares; 2024Q4: 4,579 shares; 2025Q1: 4,579 shares; 2025Q2: 8,829 shares; 2025Q3: 8,597 shares; 2025Q4: 7,114 shares 7,114 $173K 0.08% -1,483 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,236 shares; 2024Q4: 6,236 shares; 2025Q1: 5,836 shares; 2025Q2: 5,548 shares; 2025Q3: 5,148 shares; 2025Q4: 4,648 shares 4,648 $171K 0.08% -500 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: 2,000 shares; 2024Q4: 6,000 shares; 2025Q1: 6,000 shares; 2025Q2: 6,000 shares; 2025Q3: 6,000 shares; 2025Q4: 6,000 shares 6,000 $157K 0.07% 0 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: 462 shares; 2024Q4: 462 shares; 2025Q1: 462 shares; 2025Q2: 462 shares; 2025Q3: 462 shares; 2025Q4: 462 shares 462 $156K 0.07% 0 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: 130 shares; 2024Q4: 130 shares; 2025Q1: 130 shares; 2025Q2: 130 shares; 2025Q3: 325 shares; 2025Q4: 325 shares 325 $154K 0.07% 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: 1,397 shares; 2024Q4: 1,393 shares; 2025Q1: 1,393 shares; 2025Q2: 1,393 shares; 2025Q3: 1,310 shares; 2025Q4: 1,310 shares 1,310 $152K 0.07% 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: 198 shares; 2024Q4: 198 shares; 2025Q1: 198 shares; 2025Q2: 198 shares; 2025Q3: 198 shares; 2025Q4: 198 shares 198 $149K 0.07% 0 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,838 shares; 2024Q4: 7,819 shares; 2025Q1: 7,434 shares; 2025Q2: 874 shares; 2025Q3: 874 shares; 2025Q4: 698 shares 698 $146K 0.07% -176 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,278 shares; 2024Q4: 4,028 shares; 2025Q1: 3,928 shares; 2025Q2: 3,425 shares; 2025Q3: 3,275 shares; 2025Q4: 2,440 shares 2,440 $142K 0.07% -835 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,545 shares; 2024Q4: 6,363 shares; 2025Q1: 6,363 shares; 2025Q2: 6,113 shares; 2025Q3: 6,109 shares; 2025Q4: 5,912 shares 5,912 $138K 0.06% -197 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares 1,500 $137K 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,479 shares; 2025Q4: 1,400 shares 1,400 $136K 0.06% -79 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: 667 shares; 2024Q4: 696 shares; 2025Q1: 877 shares; 2025Q2: 951 shares; 2025Q3: 951 shares; 2025Q4: 951 shares 951 $134K 0.06% 0 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,852 shares; 2024Q4: 2,852 shares; 2025Q1: 2,692 shares; 2025Q2: 2,692 shares; 2025Q3: 2,692 shares; 2025Q4: 2,692 shares 2,692 $132K 0.06% 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: 404 shares; 2024Q4: 419 shares; 2025Q1: 414 shares; 2025Q2: 410 shares; 2025Q3: 410 shares; 2025Q4: 410 shares 410 $131K 0.06% 0 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,506 shares; 2024Q4: 3,328 shares; 2025Q1: 3,328 shares; 2025Q2: 3,328 shares; 2025Q3: 3,328 shares; 2025Q4: 3,328 shares 3,328 $128K 0.06% 0 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 1,400 shares; 2025Q4: 1,400 shares 1,400 $120K 0.06% 0 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,067 shares; 2024Q4: 1,622 shares; 2025Q1: 1,622 shares; 2025Q2: 1,622 shares; 2025Q3: 1,622 shares; 2025Q4: 1,622 shares 1,622 $120K 0.06% 0 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,000 shares; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares 5,000 $118K 0.06% 0 Timeline QAI NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 775 shares; 2024Q4: 775 shares; 2025Q1: 3,182 shares; 2025Q2: 3,182 shares; 2025Q3: 3,182 shares; 2025Q4: 3,182 shares 3,182 $107K 0.05% 0 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,199 shares; 2024Q4: 2,296 shares; 2025Q1: 2,396 shares; 2025Q2: 2,596 shares; 2025Q3: 2,596 shares; 2025Q4: 2,578 shares 2,578 $106K 0.05% -18 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 207 shares; 2025Q4: 207 shares 207 $106K 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: 1,869 shares; 2024Q4: 1,643 shares; 2025Q1: 1,643 shares; 2025Q2: 1,638 shares; 2025Q3: 1,324 shares; 2025Q4: 1,324 shares 1,324 $105K 0.05% 0 Timeline NWFL NORWOOD FINANCIAL CORP More: the full row for NORWOOD FINANCIAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,555 shares; 2024Q4: 3,555 shares; 2025Q1: 3,555 shares; 2025Q2: 3,555 shares; 2025Q3: 3,555 shares; 2025Q4: 3,555 shares 3,555 $99.7K 0.05% 0 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 266 shares; 2024Q4: 266 shares; 2025Q1: 266 shares; 2025Q2: 266 shares; 2025Q3: 266 shares; 2025Q4: 266 shares 266 $94K 0.04% 0 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: 309 shares; 2024Q4: 309 shares; 2025Q1: 309 shares; 2025Q2: 309 shares; 2025Q3: 309 shares; 2025Q4: 309 shares 309 $89.6K 0.04% 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: 12 shares; 2024Q4: 12 shares; 2025Q1: 12 shares; 2025Q2: 12 shares; 2025Q3: 92 shares; 2025Q4: 920 shares 920 $86.3K 0.04% +828 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT 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: 585 shares; 2025Q4: 585 shares 585 $84.7K 0.04% 0 Timeline XLRE 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: 2,510 shares; 2024Q4: 2,507 shares; 2025Q1: 2,707 shares; 2025Q2: 2,007 shares; 2025Q3: 2,007 shares; 2025Q4: 2,007 shares 2,007 $81K 0.04% 0 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: 429 shares; 2024Q4: 429 shares; 2025Q1: 429 shares; 2025Q2: 429 shares; 2025Q3: 429 shares; 2025Q4: 429 shares 429 $78.1K 0.04% 0 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: not reported; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares 200 $77.8K 0.04% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 603 shares; 2025Q4: 603 shares 603 $77K 0.04% 0 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 775 shares; 2024Q4: 772 shares; 2025Q1: 772 shares; 2025Q2: 772 shares; 2025Q3: 741 shares; 2025Q4: 741 shares 741 $75.9K 0.04% 0 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP 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: 638 shares; 2025Q4: 638 shares 638 $74.8K 0.03% 0 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM 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: 206 shares; 2025Q4: 206 shares 206 $64.4K 0.03% 0 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 351 shares; 2025Q4: 351 shares 351 $54.3K 0.03% 0 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: 664 shares; 2024Q4: 664 shares; 2025Q1: 664 shares; 2025Q2: 664 shares; 2025Q3: 664 shares; 2025Q4: 664 shares 664 $53.3K 0.02% 0 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 349 shares; 2024Q4: 343 shares; 2025Q1: 343 shares; 2025Q2: 343 shares; 2025Q3: 343 shares; 2025Q4: 343 shares 343 $53.2K 0.02% 0 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 325 shares; 2024Q4: 325 shares; 2025Q1: 325 shares; 2025Q2: 325 shares; 2025Q3: 325 shares; 2025Q4: 325 shares 325 $53K 0.02% 0 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,278 shares; 2024Q4: 1,744 shares; 2025Q1: 1,669 shares; 2025Q2: 944 shares; 2025Q3: 2,130 shares; 2025Q4: 2,130 shares 2,130 $50.4K 0.02% 0 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 502 shares; 2024Q4: 502 shares; 2025Q1: 502 shares; 2025Q2: 502 shares; 2025Q3: 502 shares; 2025Q4: 502 shares 502 $49.9K 0.02% 0 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: 625 shares; 2024Q4: 625 shares; 2025Q1: 625 shares; 2025Q2: 625 shares; 2025Q3: 625 shares; 2025Q4: 625 shares 625 $49.3K 0.02% 0 Timeline BND 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: 619 shares; 2024Q4: 619 shares; 2025Q1: 619 shares; 2025Q2: 619 shares; 2025Q3: 619 shares; 2025Q4: 619 shares 619 $45.8K 0.02% 0 Timeline PGX 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: 4,000 shares; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares 4,000 $45K 0.02% 0 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 334 shares; 2025Q4: 334 shares 334 $44.3K 0.02% 0 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares 100 $42.6K 0.02% 0 Timeline NYT NEW YORK TIMES CO MTN BE More: the full row for NEW YORK TIMES CO MTN BE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 600 shares; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares 600 $41.7K 0.02% 0 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares 200 $41.6K 0.02% 0 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 913 shares; 2024Q4: 913 shares; 2025Q1: 913 shares; 2025Q2: 913 shares; 2025Q3: 913 shares; 2025Q4: 913 shares 913 $40.5K 0.02% 0 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,390 shares; 2024Q4: 758 shares; 2025Q1: 708 shares; 2025Q2: 708 shares; 2025Q3: 708 shares; 2025Q4: 708 shares 708 $38.9K 0.02% 0 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 185 shares; 2024Q4: 185 shares; 2025Q1: 185 shares; 2025Q2: 185 shares; 2025Q3: 185 shares; 2025Q4: 185 shares 185 $38.9K 0.02% 0 Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares 2,000 $38.2K 0.02% 0 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 770 shares 770 $37.4K 0.02% new Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 200 shares; 2025Q4: 200 shares 200 $36.9K 0.02% 0 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: 75 shares; 2024Q4: 75 shares; 2025Q1: 75 shares; 2025Q2: 75 shares; 2025Q3: 361 shares; 2025Q4: 361 shares 361 $36.4K 0.02% 0 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 408 shares; 2024Q4: 408 shares; 2025Q1: 408 shares; 2025Q2: 408 shares; 2025Q3: 408 shares; 2025Q4: 408 shares 408 $35.5K 0.02% 0 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 331 shares; 2024Q4: 331 shares; 2025Q1: 324 shares; 2025Q2: 316 shares; 2025Q3: 316 shares; 2025Q4: 316 shares 316 $35.4K 0.02% 0 Timeline 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: 312 shares; 2024Q4: 312 shares; 2025Q1: 312 shares; 2025Q2: 312 shares; 2025Q3: 312 shares; 2025Q4: 312 shares 312 $35.2K 0.02% 0 Timeline DWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 800 shares; 2024Q4: 800 shares; 2025Q1: 800 shares; 2025Q2: 800 shares; 2025Q3: 800 shares; 2025Q4: 800 shares 800 $35.1K 0.02% 0 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 202 shares; 2025Q3: 202 shares; 2025Q4: 202 shares 202 $35K 0.02% 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: 277 shares; 2024Q4: 277 shares; 2025Q1: 260 shares; 2025Q2: 253 shares; 2025Q3: 253 shares; 2025Q4: 253 shares 253 $34.4K 0.02% 0 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 326 shares; 2024Q4: 326 shares; 2025Q1: 326 shares; 2025Q2: 326 shares; 2025Q3: 326 shares; 2025Q4: 326 shares 326 $34.4K 0.02% 0 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares 200 $30.7K 0.01% 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: 250 shares; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 250 shares 250 $30K 0.01% 0 Timeline CCNE CNB FINL CORP PA More: the full row for CNB FINL CORP PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,138 shares; 2025Q4: 1,138 shares 1,138 $29.8K 0.01% 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: not reported; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares 100 $28.9K 0.01% 0 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: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares 300 $28.9K 0.01% 0 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 568 shares; 2024Q4: 568 shares; 2025Q1: 568 shares; 2025Q2: 568 shares; 2025Q3: 568 shares; 2025Q4: 568 shares 568 $27.9K 0.01% 0 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,193 shares; 2024Q4: 1,144 shares; 2025Q1: 1,144 shares; 2025Q2: 363 shares; 2025Q3: 344 shares; 2025Q4: 222 shares 222 $27.9K 0.01% -122 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 111 shares; 2025Q3: 111 shares; 2025Q4: 111 shares 111 $26.9K 0.01% 0 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 211 shares; 2025Q4: 211 shares 211 $25.9K 0.01% 0 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: 490 shares; 2024Q4: 302 shares; 2025Q1: 302 shares; 2025Q2: 302 shares; 2025Q3: 302 shares; 2025Q4: 302 shares 302 $24.8K 0.01% 0 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,249 shares; 2024Q4: 922 shares; 2025Q1: 922 shares; 2025Q2: 848 shares; 2025Q3: 848 shares; 2025Q4: 848 shares 848 $24.4K 0.01% 0 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 160 shares; 2025Q1: 160 shares; 2025Q2: 160 shares; 2025Q3: 160 shares; 2025Q4: 160 shares 160 $24.2K 0.01% 0 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares 100 $22.6K 0.01% 0 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 600 shares; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares 600 $21.8K 0.01% 0 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 250 shares; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 250 shares 250 $20.9K 0.01% 0 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: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares 100 $20.8K 0.01% 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: 45 shares; 2024Q4: 45 shares; 2025Q1: 45 shares; 2025Q2: 45 shares; 2025Q3: 45 shares; 2025Q4: 45 shares 45 $20.2K 0.01% 0 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50 shares; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares 50 $19.9K 0.01% 0 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,792 shares; 2024Q4: 1,792 shares; 2025Q1: 1,792 shares; 2025Q2: 1,792 shares; 2025Q3: 1,792 shares; 2025Q4: 1,195 shares 1,195 $19.7K 0.01% -597 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 218 shares; 2024Q4: 218 shares; 2025Q1: 218 shares; 2025Q2: 218 shares; 2025Q3: 218 shares; 2025Q4: 218 shares 218 $17.9K 0.01% 0 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71 shares; 2024Q4: 355 shares; 2025Q1: 355 shares; 2025Q2: 355 shares; 2025Q3: 355 shares; 2025Q4: 355 shares 355 $17.8K 0.01% 0 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50 shares; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares 50 $17.1K 0.01% 0 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119 shares; 2024Q4: 216 shares; 2025Q1: 216 shares; 2025Q2: 216 shares; 2025Q3: 216 shares; 2025Q4: 216 shares 216 $16.8K 0.01% 0 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares 200 $16.3K 0.01% 0 Timeline EIM EATON VANCE MUN BD FD More: the full row for EATON VANCE MUN BD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,666 shares; 2024Q4: 1,666 shares; 2025Q1: 1,666 shares; 2025Q2: 1,666 shares; 2025Q3: 1,666 shares; 2025Q4: 1,666 shares 1,666 $16.2K 0.01% 0 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 570 shares; 2024Q4: 570 shares; 2025Q1: 570 shares; 2025Q2: 570 shares; 2025Q3: 570 shares; 2025Q4: 570 shares 570 $15.4K 0.01% 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: 239 shares; 2024Q4: 182 shares; 2025Q1: 182 shares; 2025Q2: 181 shares; 2025Q3: 181 shares; 2025Q4: 181 shares 181 $14.3K 0.01% 0 Timeline GOVT 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: 619 shares; 2024Q4: 619 shares; 2025Q1: 619 shares; 2025Q2: 619 shares; 2025Q3: 619 shares; 2025Q4: 619 shares 619 $14.2K 0.01% 0 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 25 shares; 2025Q1: 25 shares; 2025Q2: 25 shares; 2025Q3: 25 shares; 2025Q4: 25 shares 25 $14.2K 0.01% 0 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 176 shares; 2025Q1: 176 shares; 2025Q2: 176 shares; 2025Q3: 176 shares; 2025Q4: 176 shares 176 $13.9K 0.01% 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: 268 shares; 2024Q4: 268 shares; 2025Q1: 268 shares; 2025Q2: 268 shares; 2025Q3: 268 shares; 2025Q4: 268 shares 268 $13.6K 0.01% 0 Timeline IWP 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: 99 shares; 2024Q4: 99 shares; 2025Q1: 99 shares; 2025Q2: 99 shares; 2025Q3: 99 shares; 2025Q4: 99 shares 99 $13.6K 0.01% 0 Timeline VOE 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: 69 shares; 2024Q4: 69 shares; 2025Q1: 69 shares; 2025Q2: 69 shares; 2025Q3: 69 shares; 2025Q4: 69 shares 69 $12.2K 0.01% 0 Timeline NCV VIRTUS CONVERTIBLE & INCOME More: the full row for VIRTUS CONVERTIBLE & INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 707 shares; 2025Q2: 707 shares; 2025Q3: 707 shares; 2025Q4: 707 shares 707 $10.7K <0.01% 0 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 66 shares; 2025Q1: 66 shares; 2025Q2: 66 shares; 2025Q3: 66 shares; 2025Q4: 66 shares 66 $10.5K <0.01% 0 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares 200 $9.69K <0.01% 0 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,250 shares; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 250 shares 250 $9.59K <0.01% 0 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 86 shares; 2025Q1: 86 shares; 2025Q2: 86 shares; 2025Q3: 86 shares; 2025Q4: 86 shares 86 $9.49K <0.01% 0 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120 shares; 2024Q4: 120 shares; 2025Q1: 120 shares; 2025Q2: 120 shares; 2025Q3: 120 shares; 2025Q4: 120 shares 120 $8.83K <0.01% 0 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 124 shares; 2025Q1: 124 shares; 2025Q2: 124 shares; 2025Q3: 124 shares; 2025Q4: 124 shares 124 $7.91K <0.01% 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: 1,304 shares; 2024Q4: 804 shares; 2025Q1: 618 shares; 2025Q2: 618 shares; 2025Q3: 618 shares; 2025Q4: 618 shares 618 $7.69K <0.01% 0 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 160 shares; 2025Q1: 160 shares; 2025Q2: 160 shares; 2025Q3: 160 shares; 2025Q4: 160 shares 160 $7.64K <0.01% 0 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 80 shares; 2025Q1: 80 shares; 2025Q2: 80 shares; 2025Q3: 80 shares; 2025Q4: 80 shares 80 $7.19K <0.01% 0 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 349 shares; 2024Q4: 149 shares; 2025Q1: 124 shares; 2025Q2: 99 shares; 2025Q3: 87 shares; 2025Q4: 87 shares 87 $6.89K <0.01% 0 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 158 shares; 2024Q4: 158 shares; 2025Q1: 158 shares; 2025Q2: 158 shares; 2025Q3: 158 shares; 2025Q4: 158 shares 158 $6.84K <0.01% 0 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares 500 $6.56K <0.01% 0 Timeline FDBC FIDELITY D & D BANCORP INC More: the full row for FIDELITY D & D BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 146 shares; 2024Q4: 146 shares; 2025Q1: 146 shares; 2025Q2: 146 shares; 2025Q3: 146 shares; 2025Q4: 146 shares 146 $6.35K <0.01% 0 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: 77 shares; 2024Q4: 77 shares; 2025Q1: 70 shares; 2025Q2: 62 shares; 2025Q3: 62 shares; 2025Q4: 62 shares 62 $5.7K <0.01% 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: 10 shares; 2025Q4: 10 shares 10 $5.68K <0.01% 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: 50 shares; 2024Q4: 40 shares; 2025Q1: 40 shares; 2025Q2: 40 shares; 2025Q3: 40 shares; 2025Q4: 40 shares 40 $3.49K <0.01% 0 Timeline CHTR CHARTER COMMUNICATIONS INC More: the full row for CHARTER COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16 shares; 2025Q1: 16 shares; 2025Q2: 16 shares; 2025Q3: 16 shares; 2025Q4: 16 shares 16 $3.34K <0.01% 0 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26 shares; 2024Q4: 26 shares; 2025Q1: 26 shares; 2025Q2: 26 shares; 2025Q3: 26 shares; 2025Q4: 26 shares 26 $2.59K <0.01% 0 Timeline EPP ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50 shares; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares 50 $2.52K <0.01% 0 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: 36 shares; 2024Q4: 11 shares; 2025Q1: 11 shares; 2025Q2: 11 shares; 2025Q3: 11 shares; 2025Q4: 11 shares 11 $2.35K <0.01% 0 Timeline JRS NUVEEN REAL ESTATE INCOME FD More: the full row for NUVEEN REAL ESTATE INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares 200 $1.53K <0.01% 0 Timeline MNKD MANNKIND CORP More: the full row for MANNKIND CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 232 shares; 2024Q4: 217 shares; 2025Q1: 217 shares; 2025Q2: 217 shares; 2025Q3: 217 shares; 2025Q4: 217 shares 217 $1.23K <0.01% 0 Timeline CC CHEMOURS CO More: the full row for CHEMOURS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 131 shares; 2024Q4: 131 shares; 2025Q1: 131 shares; 2025Q2: 96 shares; 2025Q3: 96 shares; 2025Q4: 96 shares 96 $1.13K <0.01% 0 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares 100 $1.01K <0.01% 0 Timeline KD KYNDRYL HLDGS INC More: the full row for KYNDRYL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 183 shares; 2024Q4: 33 shares; 2025Q1: 33 shares; 2025Q2: 33 shares; 2025Q3: 33 shares; 2025Q4: 33 shares 33 $875 <0.01% 0 Timeline MJ AMPLIFY ETF TR More: the full row for AMPLIFY ETF 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: 8 shares; 2025Q2: 8 shares; 2025Q3: 8 shares; 2025Q4: 8 shares 8 $238 <0.01% 0 Timeline GTX GARRETT MOTION INC More: the full row for GARRETT MOTION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10 shares; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: 10 shares; 2025Q3: 10 shares; 2025Q4: 10 shares 10 $174 <0.01% 0 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: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares 1 $27 <0.01% 0 Timeline