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: 530,510 shares; 2024Q4: 520,766 shares; 2025Q1: 507,498 shares; 2025Q2: 522,708 shares; 2025Q3: 521,049 shares; 2025Q4: 519,558 shares 519,558 $54.7M 8.12% -1,491 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: 79,929 shares; 2024Q4: 72,231 shares; 2025Q1: 73,894 shares; 2025Q2: 74,042 shares; 2025Q3: 73,644 shares; 2025Q4: 73,738 shares 73,738 $20M 2.98% +94 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: 5,508 shares; 2024Q4: 5,519 shares; 2025Q1: 5,526 shares; 2025Q2: 5,521 shares; 2025Q3: 5,436 shares; 2025Q4: 5,464 shares 5,464 $18.5M 2.75% +28 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: 167,144 shares; 2024Q4: 151,754 shares; 2025Q1: 151,509 shares; 2025Q2: 152,188 shares; 2025Q3: 152,637 shares; 2025Q4: 148,987 shares 148,987 $17.9M 2.66% -3,650 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: 63,551 shares; 2024Q4: 58,107 shares; 2025Q1: 55,534 shares; 2025Q2: 55,165 shares; 2025Q3: 56,080 shares; 2025Q4: 55,201 shares 55,201 $17.8M 2.64% -879 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: 65,851 shares; 2024Q4: 63,281 shares; 2025Q1: 63,256 shares; 2025Q2: 62,964 shares; 2025Q3: 62,844 shares; 2025Q4: 60,021 shares 60,021 $17.8M 2.64% -2,823 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: 45,919 shares; 2024Q4: 40,434 shares; 2025Q1: 38,948 shares; 2025Q2: 38,558 shares; 2025Q3: 37,733 shares; 2025Q4: 37,428 shares 37,428 $13.8M 2.06% -305 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: 29,937 shares; 2024Q4: 25,360 shares; 2025Q1: 26,328 shares; 2025Q2: 26,358 shares; 2025Q3: 26,811 shares; 2025Q4: 26,961 shares 26,961 $13M 1.94% +150 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: 12,311 shares; 2024Q4: 10,137 shares; 2025Q1: 10,157 shares; 2025Q2: 10,157 shares; 2025Q3: 10,007 shares; 2025Q4: 9,667 shares 9,667 $10.4M 1.54% -340 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: 27,683 shares; 2024Q4: 27,738 shares; 2025Q1: 28,713 shares; 2025Q2: 30,323 shares; 2025Q3: 31,283 shares; 2025Q4: 31,540 shares 31,540 $9.87M 1.47% +257 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: 76,346 shares; 2024Q4: 70,785 shares; 2025Q1: 70,860 shares; 2025Q2: 70,860 shares; 2025Q3: 70,980 shares; 2025Q4: 70,480 shares 70,480 $9.35M 1.39% -500 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: 27,879 shares; 2024Q4: 26,809 shares; 2025Q1: 26,849 shares; 2025Q2: 27,249 shares; 2025Q3: 26,973 shares; 2025Q4: 28,918 shares 28,918 $8.91M 1.32% +1,945 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: 57,499 shares; 2024Q4: 49,959 shares; 2025Q1: 43,207 shares; 2025Q2: 44,297 shares; 2025Q3: 44,732 shares; 2025Q4: 42,788 shares 42,788 $8.85M 1.31% -1,944 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: 16,386 shares; 2024Q4: 16,243 shares; 2025Q1: 16,309 shares; 2025Q2: 16,600 shares; 2025Q3: 15,336 shares; 2025Q4: 13,483 shares 13,483 $8.81M 1.31% -1,853 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,827 shares; 2024Q4: 88,379 shares; 2025Q1: 88,479 shares; 2025Q2: 84,650 shares; 2025Q3: 84,650 shares; 2025Q4: 83,050 shares 83,050 $8.3M 1.23% -1,600 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: 74,370 shares; 2024Q4: 70,835 shares; 2025Q1: 71,246 shares; 2025Q2: 72,093 shares; 2025Q3: 72,093 shares; 2025Q4: 72,051 shares 72,051 $8.03M 1.19% -42 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,332 shares; 2024Q4: 45,800 shares; 2025Q1: 45,425 shares; 2025Q2: 46,165 shares; 2025Q3: 44,885 shares; 2025Q4: 44,261 shares 44,261 $7.9M 1.17% -624 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: 5,895 shares; 2024Q4: 5,895 shares; 2025Q1: 5,870 shares; 2025Q2: 87,225 shares; 2025Q3: 81,125 shares; 2025Q4: 81,960 shares 81,960 $7.48M 1.11% +835 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,167 shares; 2024Q4: 66,267 shares; 2025Q1: 65,967 shares; 2025Q2: 65,542 shares; 2025Q3: 65,217 shares; 2025Q4: 64,761 shares 64,761 $7.14M 1.06% -456 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,505 shares; 2024Q4: 69,820 shares; 2025Q1: 70,260 shares; 2025Q2: 70,260 shares; 2025Q3: 69,960 shares; 2025Q4: 68,545 shares 68,545 $6.08M 0.9% -1,415 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: 13,263 shares; 2024Q4: 11,543 shares; 2025Q1: 11,846 shares; 2025Q2: 11,816 shares; 2025Q3: 16,966 shares; 2025Q4: 25,974 shares 25,974 $6M 0.89% +9,008 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: 43,585 shares; 2024Q4: 35,960 shares; 2025Q1: 35,950 shares; 2025Q2: 35,790 shares; 2025Q3: 35,903 shares; 2025Q4: 34,803 shares 34,803 $5.57M 0.83% -1,100 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: 27,915 shares; 2024Q4: 24,647 shares; 2025Q1: 24,561 shares; 2025Q2: 25,190 shares; 2025Q3: 25,067 shares; 2025Q4: 24,044 shares 24,044 $5.49M 0.82% -1,023 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: 11,120 shares; 2024Q4: 11,350 shares; 2025Q1: 12,205 shares; 2025Q2: 12,290 shares; 2025Q3: 12,190 shares; 2025Q4: 15,235 shares 15,235 $5.34M 0.79% +3,045 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: 20,219 shares; 2024Q4: 14,310 shares; 2025Q1: 15,610 shares; 2025Q2: 15,760 shares; 2025Q3: 14,308 shares; 2025Q4: 14,909 shares 14,909 $5.27M 0.78% +601 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: 22,131 shares; 2024Q4: 18,507 shares; 2025Q1: 18,651 shares; 2025Q2: 18,696 shares; 2025Q3: 19,255 shares; 2025Q4: 18,367 shares 18,367 $4.93M 0.73% -888 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: 18,158 shares; 2024Q4: 15,907 shares; 2025Q1: 15,823 shares; 2025Q2: 15,823 shares; 2025Q3: 15,823 shares; 2025Q4: 15,323 shares 15,323 $4.78M 0.71% -500 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: 8,362 shares; 2024Q4: 8,312 shares; 2025Q1: 8,312 shares; 2025Q2: 8,312 shares; 2025Q3: 8,312 shares; 2025Q4: 8,262 shares 8,262 $4.73M 0.7% -50 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,635 shares; 2024Q4: 42,290 shares; 2025Q1: 43,740 shares; 2025Q2: 44,025 shares; 2025Q3: 46,177 shares; 2025Q4: 50,153 shares 50,153 $4.39M 0.65% +3,976 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: 31,105 shares; 2024Q4: 25,559 shares; 2025Q1: 26,447 shares; 2025Q2: 27,122 shares; 2025Q3: 27,102 shares; 2025Q4: 25,577 shares 25,577 $4.37M 0.65% -1,525 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,714 shares; 2024Q4: 15,617 shares; 2025Q1: 15,532 shares; 2025Q2: 15,518 shares; 2025Q3: 15,418 shares; 2025Q4: 15,383 shares 15,383 $4.23M 0.63% -35 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: 89,466 shares; 2024Q4: 80,866 shares; 2025Q1: 80,791 shares; 2025Q2: 81,941 shares; 2025Q3: 76,573 shares; 2025Q4: 78,358 shares 78,358 $4.23M 0.63% +1,785 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: 12,798 shares; 2024Q4: 12,238 shares; 2025Q1: 12,263 shares; 2025Q2: 12,263 shares; 2025Q3: 12,273 shares; 2025Q4: 11,948 shares 11,948 $4.2M 0.62% -325 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: 13,280 shares; 2024Q4: 13,015 shares; 2025Q1: 13,345 shares; 2025Q2: 13,105 shares; 2025Q3: 13,155 shares; 2025Q4: 13,150 shares 13,150 $4.13M 0.61% -5 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: 21,256 shares; 2024Q4: 18,256 shares; 2025Q1: 18,351 shares; 2025Q2: 18,221 shares; 2025Q3: 18,221 shares; 2025Q4: 18,221 shares 18,221 $4M 0.59% 0 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,402 shares; 2024Q4: 16,202 shares; 2025Q1: 16,202 shares; 2025Q2: 16,202 shares; 2025Q3: 16,202 shares; 2025Q4: 16,202 shares 16,202 $3.99M 0.59% 0 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: 68,274 shares; 2024Q4: 50,949 shares; 2025Q1: 52,344 shares; 2025Q2: 51,244 shares; 2025Q3: 51,244 shares; 2025Q4: 49,724 shares 49,724 $3.83M 0.57% -1,520 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,408 shares; 2024Q4: 30,492 shares; 2025Q1: 30,222 shares; 2025Q2: 29,907 shares; 2025Q3: 28,932 shares; 2025Q4: 27,588 shares 27,588 $3.8M 0.56% -1,344 Timeline DY DYCOM INDS INC More: the full row for DYCOM INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,430 shares; 2024Q4: 15,310 shares; 2025Q1: 15,310 shares; 2025Q2: 15,735 shares; 2025Q3: 13,683 shares; 2025Q4: 11,203 shares 11,203 $3.79M 0.56% -2,480 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,712 shares; 2024Q4: 10,232 shares; 2025Q1: 10,433 shares; 2025Q2: 10,585 shares; 2025Q3: 10,662 shares; 2025Q4: 10,632 shares 10,632 $3.75M 0.56% -30 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: 32,939 shares; 2024Q4: 26,597 shares; 2025Q1: 26,827 shares; 2025Q2: 27,177 shares; 2025Q3: 26,652 shares; 2025Q4: 26,052 shares 26,052 $3.73M 0.55% -600 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: 31,323 shares; 2024Q4: 19,827 shares; 2025Q1: 20,585 shares; 2025Q2: 20,935 shares; 2025Q3: 20,935 shares; 2025Q4: 20,169 shares 20,169 $3.7M 0.55% -766 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: 15,630 shares; 2024Q4: 70,150 shares; 2025Q1: 70,150 shares; 2025Q2: 70,150 shares; 2025Q3: 70,050 shares; 2025Q4: 70,050 shares 70,050 $3.5M 0.52% 0 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,812 shares; 2024Q4: 51,251 shares; 2025Q1: 52,711 shares; 2025Q2: 52,951 shares; 2025Q3: 51,576 shares; 2025Q4: 52,371 shares 52,371 $3.48M 0.52% +795 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,711 shares; 2024Q4: 60,948 shares; 2025Q1: 61,298 shares; 2025Q2: 63,523 shares; 2025Q3: 64,665 shares; 2025Q4: 64,835 shares 64,835 $3.48M 0.52% +170 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: 4,532 shares; 2024Q4: 4,122 shares; 2025Q1: 4,752 shares; 2025Q2: 5,678 shares; 2025Q3: 5,678 shares; 2025Q4: 17,617 shares 17,617 $3.37M 0.5% +11,939 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,141 shares; 2024Q4: 7,417 shares; 2025Q1: 7,582 shares; 2025Q2: 7,879 shares; 2025Q3: 7,498 shares; 2025Q4: 6,091 shares 6,091 $3.36M 0.5% -1,407 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: 7,042 shares; 2024Q4: 6,827 shares; 2025Q1: 6,827 shares; 2025Q2: 6,817 shares; 2025Q3: 6,807 shares; 2025Q4: 6,782 shares 6,782 $3.33M 0.49% -25 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: 31,573 shares; 2024Q4: 23,462 shares; 2025Q1: 23,587 shares; 2025Q2: 24,315 shares; 2025Q3: 22,459 shares; 2025Q4: 21,659 shares 21,659 $3.3M 0.49% -800 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: 20,400 shares; 2024Q4: 20,100 shares; 2025Q1: 20,185 shares; 2025Q2: 20,185 shares; 2025Q3: 20,185 shares; 2025Q4: 20,185 shares 20,185 $3.24M 0.48% 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: 32,119 shares; 2024Q4: 28,885 shares; 2025Q1: 28,885 shares; 2025Q2: 28,735 shares; 2025Q3: 27,985 shares; 2025Q4: 27,385 shares 27,385 $3.12M 0.46% -600 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: 11,021 shares; 2024Q4: 7,400 shares; 2025Q1: 6,966 shares; 2025Q2: 6,816 shares; 2025Q3: 6,491 shares; 2025Q4: 6,443 shares 6,443 $3.05M 0.45% -48 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: 67,788 shares; 2024Q4: 42,988 shares; 2025Q1: 42,988 shares; 2025Q2: 42,988 shares; 2025Q3: 42,988 shares; 2025Q4: 42,954 shares 42,954 $3M 0.45% -34 Timeline GMED GLOBUS MED INC More: the full row for GLOBUS MED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,971 shares; 2024Q4: 29,061 shares; 2025Q1: 30,261 shares; 2025Q2: 32,816 shares; 2025Q3: 33,136 shares; 2025Q4: 34,140 shares 34,140 $2.98M 0.44% +1,004 Timeline CPAY CORPAY INC More: the full row for CORPAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,835 shares; 2025Q1: 10,711 shares; 2025Q2: 10,556 shares; 2025Q3: 10,331 shares; 2025Q4: 9,896 shares 9,896 $2.98M 0.44% -435 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: 425 shares; 2024Q4: not reported; 2025Q1: 4,727 shares; 2025Q2: 6,427 shares; 2025Q3: 6,022 shares; 2025Q4: 8,372 shares 8,372 $2.93M 0.43% +2,350 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 519 shares; 2024Q4: 521 shares; 2025Q1: 531 shares; 2025Q2: 531 shares; 2025Q3: 531 shares; 2025Q4: 534 shares 534 $2.86M 0.42% +3 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,980 shares; 2024Q4: 7,410 shares; 2025Q1: not reported; 2025Q2: 21,760 shares; 2025Q3: 21,700 shares; 2025Q4: 21,770 shares 21,770 $2.86M 0.42% +70 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: 128,905 shares; 2024Q4: 114,357 shares; 2025Q1: 115,037 shares; 2025Q2: 115,887 shares; 2025Q3: 110,352 shares; 2025Q4: 94,507 shares 94,507 $2.82M 0.42% -15,845 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: 9,518 shares; 2024Q4: 7,868 shares; 2025Q1: 7,843 shares; 2025Q2: 7,843 shares; 2025Q3: 8,068 shares; 2025Q4: 8,103 shares 8,103 $2.79M 0.41% +35 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: 13,076 shares; 2024Q4: 11,106 shares; 2025Q1: 11,106 shares; 2025Q2: 11,056 shares; 2025Q3: 11,056 shares; 2025Q4: 10,806 shares 10,806 $2.78M 0.41% -250 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: 19,746 shares; 2024Q4: 18,836 shares; 2025Q1: 19,246 shares; 2025Q2: 19,396 shares; 2025Q3: 19,556 shares; 2025Q4: 19,264 shares 19,264 $2.76M 0.41% -292 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: 11,500 shares; 2024Q4: 10,775 shares; 2025Q1: 10,763 shares; 2025Q2: 10,763 shares; 2025Q3: 10,753 shares; 2025Q4: 11,143 shares 11,143 $2.74M 0.41% +390 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: 69,864 shares; 2024Q4: 61,889 shares; 2025Q1: 62,064 shares; 2025Q2: 61,164 shares; 2025Q3: 60,389 shares; 2025Q4: 57,005 shares 57,005 $2.73M 0.4% -3,384 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: 12,537 shares; 2024Q4: 11,872 shares; 2025Q1: 11,872 shares; 2025Q2: 11,872 shares; 2025Q3: 11,697 shares; 2025Q4: 11,247 shares 11,247 $2.71M 0.4% -450 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,270 shares; 2024Q4: 4,270 shares; 2025Q1: 4,270 shares; 2025Q2: 4,270 shares; 2025Q3: 4,443 shares; 2025Q4: 4,443 shares 4,443 $2.69M 0.4% 0 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,543 shares; 2024Q4: 20,741 shares; 2025Q1: 22,248 shares; 2025Q2: 22,248 shares; 2025Q3: 21,738 shares; 2025Q4: 21,658 shares 21,658 $2.66M 0.4% -80 Timeline DB DEUTSCHE BK AG More: the full row for DEUTSCHE BK AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,400 shares; 2024Q4: 69,400 shares; 2025Q1: 69,400 shares; 2025Q2: 69,400 shares; 2025Q3: 69,400 shares; 2025Q4: 68,400 shares 68,400 $2.64M 0.39% -1,000 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,073 shares; 2024Q4: 24,375 shares; 2025Q1: 25,215 shares; 2025Q2: 25,700 shares; 2025Q3: 25,216 shares; 2025Q4: 21,924 shares 21,924 $2.63M 0.39% -3,292 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,990 shares; 2024Q4: 7,565 shares; 2025Q1: 7,620 shares; 2025Q2: 7,530 shares; 2025Q3: 7,530 shares; 2025Q4: 7,370 shares 7,370 $2.58M 0.38% -160 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: 26,496 shares; 2024Q4: 26,196 shares; 2025Q1: 26,196 shares; 2025Q2: 26,196 shares; 2025Q3: 26,196 shares; 2025Q4: 44,196 shares 44,196 $2.55M 0.38% +18,000 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: 51,814 shares; 2024Q4: 39,335 shares; 2025Q1: 35,880 shares; 2025Q2: 35,700 shares; 2025Q3: 32,130 shares; 2025Q4: 31,915 shares 31,915 $2.53M 0.38% -215 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: 16,918 shares; 2024Q4: 11,007 shares; 2025Q1: 11,007 shares; 2025Q2: 11,127 shares; 2025Q3: 11,127 shares; 2025Q4: 9,772 shares 9,772 $2.52M 0.37% -1,355 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,449 shares; 2024Q4: 18,295 shares; 2025Q1: 19,945 shares; 2025Q2: 20,320 shares; 2025Q3: 21,383 shares; 2025Q4: 25,153 shares 25,153 $2.51M 0.37% +3,770 Timeline IBP INSTALLED BLDG PRODS INC More: the full row for INSTALLED BLDG PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,800 shares; 2024Q4: 6,138 shares; 2025Q1: 7,103 shares; 2025Q2: 8,478 shares; 2025Q3: 9,653 shares; 2025Q4: 9,653 shares 9,653 $2.5M 0.37% 0 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: 11,857 shares; 2024Q4: 10,472 shares; 2025Q1: 10,887 shares; 2025Q2: 10,875 shares; 2025Q3: 10,875 shares; 2025Q4: 10,800 shares 10,800 $2.5M 0.37% -75 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,120 shares; 2024Q4: 30,590 shares; 2025Q1: 30,590 shares; 2025Q2: 35,145 shares; 2025Q3: 35,920 shares; 2025Q4: 36,666 shares 36,666 $2.46M 0.36% +746 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: 19,581 shares; 2024Q4: 19,095 shares; 2025Q1: 19,085 shares; 2025Q2: 19,485 shares; 2025Q3: 19,285 shares; 2025Q4: 19,285 shares 19,285 $2.42M 0.36% 0 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: 6,940 shares; 2024Q4: 7,125 shares; 2025Q1: 7,350 shares; 2025Q2: 7,625 shares; 2025Q3: 5,865 shares; 2025Q4: 5,690 shares 5,690 $2.4M 0.36% -175 Timeline UHS UNIVERSAL HLTH SVCS INC More: the full row for UNIVERSAL HLTH SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,545 shares; 2024Q4: 11,595 shares; 2025Q1: 11,445 shares; 2025Q2: 11,025 shares; 2025Q3: 10,975 shares; 2025Q4: 10,975 shares 10,975 $2.39M 0.36% 0 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,783 shares; 2024Q4: 35,265 shares; 2025Q1: 35,265 shares; 2025Q2: 35,265 shares; 2025Q3: 35,265 shares; 2025Q4: 52,136 shares 52,136 $2.39M 0.36% +16,871 Timeline CR CRANE COMPANY More: the full row for CRANE COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,985 shares; 2024Q4: 12,030 shares; 2025Q1: 12,055 shares; 2025Q2: 13,035 shares; 2025Q3: 12,965 shares; 2025Q4: 12,965 shares 12,965 $2.39M 0.35% 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: 52,896 shares; 2024Q4: 46,471 shares; 2025Q1: 46,296 shares; 2025Q2: 45,846 shares; 2025Q3: 45,071 shares; 2025Q4: 43,396 shares 43,396 $2.32M 0.34% -1,675 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,784 shares; 2024Q4: 21,670 shares; 2025Q1: 24,070 shares; 2025Q2: 27,090 shares; 2025Q3: 27,090 shares; 2025Q4: 26,915 shares 26,915 $2.29M 0.34% -175 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: 12,629 shares; 2024Q4: 12,629 shares; 2025Q1: 12,699 shares; 2025Q2: 12,699 shares; 2025Q3: 12,699 shares; 2025Q4: 12,699 shares 12,699 $2.25M 0.33% 0 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: 7,495 shares; 2024Q4: 7,035 shares; 2025Q1: 6,869 shares; 2025Q2: 6,869 shares; 2025Q3: 6,449 shares; 2025Q4: 6,856 shares 6,856 $2.24M 0.33% +407 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: 6,743 shares; 2024Q4: 6,543 shares; 2025Q1: 6,670 shares; 2025Q2: 6,583 shares; 2025Q3: 6,583 shares; 2025Q4: 6,583 shares 6,583 $2.22M 0.33% 0 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: 67,148 shares; 2024Q4: 55,980 shares; 2025Q1: 55,730 shares; 2025Q2: 56,111 shares; 2025Q3: 55,238 shares; 2025Q4: 54,138 shares 54,138 $2.21M 0.33% -1,100 Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,280 shares; 2024Q4: 6,265 shares; 2025Q1: 6,265 shares; 2025Q2: 6,565 shares; 2025Q3: 6,450 shares; 2025Q4: 6,450 shares 6,450 $2.19M 0.33% 0 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,725 shares; 2024Q4: 13,725 shares; 2025Q1: 13,725 shares; 2025Q2: 13,635 shares; 2025Q3: 13,635 shares; 2025Q4: 13,635 shares 13,635 $2.19M 0.33% 0 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 145,838 shares; 2024Q4: 141,904 shares; 2025Q1: 140,404 shares; 2025Q2: 94,701 shares; 2025Q3: 90,526 shares; 2025Q4: 87,726 shares 87,726 $2.11M 0.31% -2,800 Timeline VIK VIKING HOLDINGS LTD More: the full row for VIKING HOLDINGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,780 shares; 2025Q1: 26,580 shares; 2025Q2: 28,430 shares; 2025Q3: 28,130 shares; 2025Q4: 29,130 shares 29,130 $2.08M 0.31% +1,000 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: 13,823 shares; 2024Q4: 13,223 shares; 2025Q1: 12,664 shares; 2025Q2: 12,504 shares; 2025Q3: 10,896 shares; 2025Q4: 9,896 shares 9,896 $2.07M 0.31% -1,000 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: 1,929 shares; 2025Q1: 1,929 shares; 2025Q2: 1,929 shares; 2025Q3: 1,919 shares; 2025Q4: 1,919 shares 1,919 $2.05M 0.3% 0 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,171 shares; 2025Q2: 8,144 shares; 2025Q3: 8,901 shares; 2025Q4: 9,131 shares 9,131 $1.98M 0.29% +230 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,740 shares; 2024Q4: 23,740 shares; 2025Q1: 23,740 shares; 2025Q2: 23,740 shares; 2025Q3: 23,740 shares; 2025Q4: 23,740 shares 23,740 $1.97M 0.29% 0 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: 102,702 shares; 2024Q4: 85,697 shares; 2025Q1: 85,697 shares; 2025Q2: 85,497 shares; 2025Q3: 85,497 shares; 2025Q4: 78,490 shares 78,490 $1.95M 0.29% -7,007 Timeline SPHR SPHERE ENTERTAINMENT CO More: the full row for SPHERE ENTERTAINMENT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,670 shares; 2024Q4: 22,320 shares; 2025Q1: 21,961 shares; 2025Q2: 22,001 shares; 2025Q3: 21,201 shares; 2025Q4: 20,376 shares 20,376 $1.94M 0.29% -825 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,000 shares; 2024Q4: 7,000 shares; 2025Q1: 7,000 shares; 2025Q2: 7,000 shares; 2025Q3: 7,000 shares; 2025Q4: 7,000 shares 7,000 $1.93M 0.29% 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: 16,791 shares; 2024Q4: 16,791 shares; 2025Q1: 16,791 shares; 2025Q2: 16,791 shares; 2025Q3: 16,666 shares; 2025Q4: 17,046 shares 17,046 $1.91M 0.28% +380 Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,965 shares; 2024Q4: 5,965 shares; 2025Q1: 5,984 shares; 2025Q2: 7,434 shares; 2025Q3: 7,834 shares; 2025Q4: 7,900 shares 7,900 $1.91M 0.28% +66 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: 1,895 shares; 2024Q4: 2,134 shares; 2025Q1: 2,284 shares; 2025Q2: 2,400 shares; 2025Q3: 2,768 shares; 2025Q4: 2,797 shares 2,797 $1.91M 0.28% +29 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,435 shares; 2025Q3: 10,605 shares; 2025Q4: 10,625 shares 10,625 $1.79M 0.27% +20 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 795 shares; 2024Q4: 795 shares; 2025Q1: 795 shares; 2025Q2: 1,255 shares; 2025Q3: 1,332 shares; 2025Q4: 1,332 shares 1,332 $1.77M 0.26% 0 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: 27,960 shares; 2024Q4: 25,820 shares; 2025Q1: 25,820 shares; 2025Q2: 26,495 shares; 2025Q3: 26,326 shares; 2025Q4: 25,765 shares 25,765 $1.73M 0.26% -561 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC 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: 2,602 shares; 2025Q4: 6,000 shares 6,000 $1.65M 0.25% +3,398 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: 67,153 shares; 2024Q4: 59,352 shares; 2025Q1: 41,020 shares; 2025Q2: 41,020 shares; 2025Q3: 41,020 shares; 2025Q4: 40,060 shares 40,060 $1.54M 0.23% -960 Timeline JAZZ JAZZ PHARMACEUTICALS PLC More: the full row for JAZZ PHARMACEUTICALS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,980 shares; 2024Q4: 7,925 shares; 2025Q1: 8,540 shares; 2025Q2: 8,480 shares; 2025Q3: 8,230 shares; 2025Q4: 8,990 shares 8,990 $1.53M 0.23% +760 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,574 shares; 2024Q4: 4,344 shares; 2025Q1: 4,604 shares; 2025Q2: 4,604 shares; 2025Q3: 4,604 shares; 2025Q4: 4,604 shares 4,604 $1.52M 0.23% 0 Timeline FHI FEDERATED HERMES INC More: the full row for FEDERATED HERMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,090 shares; 2024Q4: 42,840 shares; 2025Q1: 27,780 shares; 2025Q2: 29,145 shares; 2025Q3: 29,145 shares; 2025Q4: 28,695 shares 28,695 $1.49M 0.22% -450 Timeline AYI ACUITY INC More: the full row for ACUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,490 shares; 2024Q4: 4,190 shares; 2025Q1: 4,190 shares; 2025Q2: 4,190 shares; 2025Q3: 4,140 shares; 2025Q4: 4,140 shares 4,140 $1.49M 0.22% 0 Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,083 shares; 2024Q4: 8,760 shares; 2025Q1: 8,760 shares; 2025Q2: 8,421 shares; 2025Q3: 8,365 shares; 2025Q4: 28,239 shares 28,239 $1.48M 0.22% +19,874 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,124 shares; 2024Q4: 21,324 shares; 2025Q1: 18,924 shares; 2025Q2: 18,924 shares; 2025Q3: 18,432 shares; 2025Q4: 18,432 shares 18,432 $1.48M 0.22% 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: 14,124 shares; 2024Q4: 13,308 shares; 2025Q1: 13,308 shares; 2025Q2: 13,308 shares; 2025Q3: 13,008 shares; 2025Q4: 12,908 shares 12,908 $1.46M 0.22% -100 Timeline WEX WEX INC More: the full row for WEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,890 shares; 2025Q1: 5,575 shares; 2025Q2: 8,840 shares; 2025Q3: 9,315 shares; 2025Q4: 9,575 shares 9,575 $1.43M 0.21% +260 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: 7,134 shares; 2024Q4: 4,334 shares; 2025Q1: 4,574 shares; 2025Q2: 4,574 shares; 2025Q3: 4,682 shares; 2025Q4: 4,653 shares 4,653 $1.42M 0.21% -29 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: 6,291 shares; 2024Q4: 5,216 shares; 2025Q1: 5,216 shares; 2025Q2: 5,165 shares; 2025Q3: 5,165 shares; 2025Q4: 4,790 shares 4,790 $1.38M 0.21% -375 Timeline TTEK TETRA TECH INC NEW More: the full row for TETRA TECH INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,175 shares; 2024Q4: 8,025 shares; 2025Q1: 7,485 shares; 2025Q2: 33,920 shares; 2025Q3: 45,620 shares; 2025Q4: 40,020 shares 40,020 $1.34M 0.2% -5,600 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,067 shares; 2024Q4: 6,717 shares; 2025Q1: 6,667 shares; 2025Q2: 6,667 shares; 2025Q3: 6,667 shares; 2025Q4: 6,617 shares 6,617 $1.34M 0.2% -50 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,846 shares; 2024Q4: 6,886 shares; 2025Q1: 6,949 shares; 2025Q2: 7,049 shares; 2025Q3: 9,844 shares; 2025Q4: 9,709 shares 9,709 $1.32M 0.2% -135 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: 18,386 shares; 2024Q4: 15,553 shares; 2025Q1: 15,553 shares; 2025Q2: 15,278 shares; 2025Q3: 13,988 shares; 2025Q4: 13,313 shares 13,313 $1.32M 0.2% -675 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,154 shares; 2024Q4: 15,154 shares; 2025Q1: 15,154 shares; 2025Q2: 15,154 shares; 2025Q3: 15,154 shares; 2025Q4: 15,154 shares 15,154 $1.3M 0.19% 0 Timeline HQY HEALTHEQUITY INC More: the full row for HEALTHEQUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,254 shares; 2024Q4: 5,690 shares; 2025Q1: 6,040 shares; 2025Q2: 6,565 shares; 2025Q3: 6,240 shares; 2025Q4: 14,366 shares 14,366 $1.27M 0.19% +8,126 Timeline RRC RANGE RES CORP More: the full row for RANGE RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,780 shares; 2024Q4: 42,993 shares; 2025Q1: 43,913 shares; 2025Q2: 46,188 shares; 2025Q3: 34,860 shares; 2025Q4: 35,860 shares 35,860 $1.26M 0.19% +1,000 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: 7,703 shares; 2024Q4: 7,128 shares; 2025Q1: 7,173 shares; 2025Q2: 7,906 shares; 2025Q3: 7,481 shares; 2025Q4: 6,456 shares 6,456 $1.26M 0.19% -1,025 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: 15,983 shares; 2024Q4: 14,073 shares; 2025Q1: 14,588 shares; 2025Q2: 15,568 shares; 2025Q3: 15,958 shares; 2025Q4: 15,563 shares 15,563 $1.25M 0.19% -395 Timeline MMS MAXIMUS INC More: the full row for MAXIMUS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,675 shares; 2024Q4: 17,260 shares; 2025Q1: 14,300 shares; 2025Q2: 14,300 shares; 2025Q3: 14,300 shares; 2025Q4: 14,275 shares 14,275 $1.23M 0.18% -25 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: 2,352 shares; 2024Q4: 1,442 shares; 2025Q1: 1,492 shares; 2025Q2: 1,492 shares; 2025Q3: 1,372 shares; 2025Q4: 1,422 shares 1,422 $1.23M 0.18% +50 Timeline LKQ LKQ CORP More: the full row for LKQ CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,900 shares; 2024Q4: 40,300 shares; 2025Q1: 40,300 shares; 2025Q2: 39,900 shares; 2025Q3: 39,900 shares; 2025Q4: 39,900 shares 39,900 $1.2M 0.18% 0 Timeline TTC TORO CO More: the full row for TORO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,900 shares; 2024Q4: 15,900 shares; 2025Q1: 15,900 shares; 2025Q2: 15,900 shares; 2025Q3: 15,900 shares; 2025Q4: 15,200 shares 15,200 $1.2M 0.18% -700 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,210 shares; 2025Q2: 2,386 shares; 2025Q3: 2,386 shares; 2025Q4: 2,526 shares 2,526 $1.18M 0.18% +140 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,993 shares 17,993 $1.18M 0.17% new Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,800 shares; 2024Q4: 3,669 shares; 2025Q1: 3,950 shares; 2025Q2: 4,435 shares; 2025Q3: 5,188 shares; 2025Q4: 5,108 shares 5,108 $1.16M 0.17% -80 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: 62,855 shares; 2024Q4: 54,001 shares; 2025Q1: 54,001 shares; 2025Q2: 54,001 shares; 2025Q3: 53,868 shares; 2025Q4: 49,148 shares 49,148 $1.16M 0.17% -4,720 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: 13,485 shares; 2024Q4: 13,310 shares; 2025Q1: 12,400 shares; 2025Q2: 12,100 shares; 2025Q3: 12,100 shares; 2025Q4: 12,100 shares 12,100 $1.16M 0.17% 0 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,118 shares; 2024Q4: 3,482 shares; 2025Q1: 3,438 shares; 2025Q2: 3,452 shares; 2025Q3: 3,453 shares; 2025Q4: 3,453 shares 3,453 $1.16M 0.17% 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: 14,120 shares; 2024Q4: 12,040 shares; 2025Q1: 12,040 shares; 2025Q2: 12,010 shares; 2025Q3: 12,010 shares; 2025Q4: 12,010 shares 12,010 $1.16M 0.17% 0 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,695 shares; 2024Q4: 14,695 shares; 2025Q1: 14,695 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,050 shares 13,050 $1.14M 0.17% new 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: 58,869 shares; 2024Q4: 48,515 shares; 2025Q1: 47,015 shares; 2025Q2: 47,981 shares; 2025Q3: 46,859 shares; 2025Q4: 45,688 shares 45,688 $1.13M 0.17% -1,171 Timeline BFH BREAD FINANCIAL HOLDINGS INC More: the full row for BREAD FINANCIAL HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,125 shares; 2024Q4: 15,125 shares; 2025Q1: 15,125 shares; 2025Q2: 15,125 shares; 2025Q3: 15,125 shares; 2025Q4: 15,125 shares 15,125 $1.12M 0.17% 0 Timeline MSGE MADISON SQUARE GARDEN ENTMT More: the full row for MADISON SQUARE GARDEN ENTMT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,620 shares; 2024Q4: 22,020 shares; 2025Q1: 21,612 shares; 2025Q2: 21,612 shares; 2025Q3: 20,812 shares; 2025Q4: 20,712 shares 20,712 $1.12M 0.17% -100 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,546 shares; 2024Q4: 13,199 shares; 2025Q1: 13,199 shares; 2025Q2: 11,911 shares; 2025Q3: 11,911 shares; 2025Q4: 11,836 shares 11,836 $1.11M 0.17% -75 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: not reported; 2025Q2: not reported; 2025Q3: 1,170 shares; 2025Q4: 1,040 shares 1,040 $1.11M 0.17% -130 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,650 shares; 2024Q4: 1,350 shares; 2025Q1: 1,350 shares; 2025Q2: 1,350 shares; 2025Q3: 1,265 shares; 2025Q4: 3,870 shares 3,870 $1.11M 0.16% +2,605 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,224 shares; 2024Q4: 8,224 shares; 2025Q1: 8,224 shares; 2025Q2: 8,224 shares; 2025Q3: 8,224 shares; 2025Q4: 8,224 shares 8,224 $1.11M 0.16% 0 Timeline TECH BIO-TECHNE CORP More: the full row for BIO-TECHNE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,645 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,865 shares 18,865 $1.11M 0.16% new Timeline PEN PENUMBRA INC More: the full row for PENUMBRA 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: 3,550 shares 3,550 $1.1M 0.16% new 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: 2,462 shares; 2024Q4: 1,812 shares; 2025Q1: 1,812 shares; 2025Q2: 1,812 shares; 2025Q3: 1,812 shares; 2025Q4: 1,897 shares 1,897 $1.08M 0.16% +85 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: 22,292 shares; 2024Q4: 20,812 shares; 2025Q1: 18,394 shares; 2025Q2: 18,620 shares; 2025Q3: 18,620 shares; 2025Q4: 18,480 shares 18,480 $1.08M 0.16% -140 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,000 shares; 2024Q4: 3,700 shares; 2025Q1: 1,986 shares; 2025Q2: 1,986 shares; 2025Q3: 1,986 shares; 2025Q4: 1,896 shares 1,896 $1.08M 0.16% -90 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,900 shares; 2024Q4: 4,320 shares; 2025Q1: 6,070 shares; 2025Q2: 6,055 shares; 2025Q3: 5,830 shares; 2025Q4: 5,770 shares 5,770 $1.04M 0.15% -60 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: 1,565 shares; 2024Q4: 1,565 shares; 2025Q1: 1,620 shares; 2025Q2: 1,530 shares; 2025Q3: 1,530 shares; 2025Q4: 1,560 shares 1,560 $1.03M 0.15% +30 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: 2,020 shares; 2024Q4: 2,020 shares; 2025Q1: 1,975 shares; 2025Q2: 6,372 shares; 2025Q3: 6,751 shares; 2025Q4: 2,937 shares 2,937 $1.02M 0.15% -3,814 Timeline BNS BANK NOVA SCOTIA B C More: the full row for BANK NOVA SCOTIA B C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,790 shares; 2024Q4: 13,790 shares; 2025Q1: 13,700 shares; 2025Q2: 14,200 shares; 2025Q3: 14,125 shares; 2025Q4: 13,275 shares 13,275 $978K 0.15% -850 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: 36,925 shares; 2024Q4: 36,207 shares; 2025Q1: 23,707 shares; 2025Q2: 23,707 shares; 2025Q3: 23,707 shares; 2025Q4: 22,407 shares 22,407 $977K 0.14% -1,300 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,320 shares; 2024Q4: 12,200 shares; 2025Q1: 12,200 shares; 2025Q2: 12,200 shares; 2025Q3: 12,200 shares; 2025Q4: 12,200 shares 12,200 $969K 0.14% 0 Timeline CHWY CHEWY INC More: the full row for CHEWY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,090 shares; 2024Q4: 13,940 shares; 2025Q1: 13,940 shares; 2025Q2: 16,560 shares; 2025Q3: 28,860 shares; 2025Q4: 28,860 shares 28,860 $954K 0.14% 0 Timeline BKV BKV CORP More: the full row for BKV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,010 shares; 2025Q1: 26,410 shares; 2025Q2: 27,750 shares; 2025Q3: 27,750 shares; 2025Q4: 35,055 shares 35,055 $952K 0.14% +7,305 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: 8,447 shares; 2024Q4: 7,427 shares; 2025Q1: 7,427 shares; 2025Q2: 3,832 shares; 2025Q3: 3,772 shares; 2025Q4: 3,291 shares 3,291 $951K 0.14% -481 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,818 shares; 2024Q4: 1,818 shares; 2025Q1: 1,868 shares; 2025Q2: 1,818 shares; 2025Q3: 1,818 shares; 2025Q4: 1,818 shares 1,818 $950K 0.14% 0 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,479 shares; 2024Q4: 5,732 shares; 2025Q1: 5,672 shares; 2025Q2: 5,487 shares; 2025Q3: 5,087 shares; 2025Q4: 5,087 shares 5,087 $942K 0.14% 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: 11,049 shares; 2024Q4: 10,399 shares; 2025Q1: 10,399 shares; 2025Q2: 10,399 shares; 2025Q3: 10,174 shares; 2025Q4: 10,008 shares 10,008 $937K 0.14% -166 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: 3,291 shares; 2024Q4: 2,316 shares; 2025Q1: 2,381 shares; 2025Q2: 2,381 shares; 2025Q3: 1,760 shares; 2025Q4: 1,860 shares 1,860 $935K 0.14% +100 Timeline ASO ACADEMY SPORTS & OUTDOORS IN More: the full row for ACADEMY SPORTS & OUTDOORS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,530 shares; 2024Q4: 21,995 shares; 2025Q1: 21,995 shares; 2025Q2: 22,185 shares; 2025Q3: 18,085 shares; 2025Q4: 18,085 shares 18,085 $904K 0.13% 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: 4,045 shares; 2024Q4: 4,045 shares; 2025Q1: 4,045 shares; 2025Q2: 4,045 shares; 2025Q3: 6,429 shares; 2025Q4: 7,730 shares 7,730 $897K 0.13% +1,301 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,700 shares; 2024Q4: 3,700 shares; 2025Q1: 3,700 shares; 2025Q2: 3,700 shares; 2025Q3: 3,700 shares; 2025Q4: 3,700 shares 3,700 $891K 0.13% 0 Timeline HSIC SCHEIN HENRY INC More: the full row for SCHEIN HENRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,090 shares; 2024Q4: 11,235 shares; 2025Q1: 11,235 shares; 2025Q2: 11,415 shares; 2025Q3: 11,415 shares; 2025Q4: 11,415 shares 11,415 $863K 0.13% 0 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: 7,100 shares; 2024Q4: 6,970 shares; 2025Q1: 6,970 shares; 2025Q2: 6,700 shares; 2025Q3: 6,300 shares; 2025Q4: 6,300 shares 6,300 $858K 0.13% 0 Timeline AMG AFFILIATED MANAGERS GROUP More: the full row for AFFILIATED MANAGERS GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,970 shares; 2024Q4: 2,970 shares; 2025Q1: 2,970 shares; 2025Q2: 2,970 shares; 2025Q3: 2,970 shares; 2025Q4: 2,970 shares 2,970 $856K 0.13% 0 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,725 shares; 2024Q4: 7,925 shares; 2025Q1: 7,925 shares; 2025Q2: 7,925 shares; 2025Q3: 7,925 shares; 2025Q4: 7,925 shares 7,925 $824K 0.12% 0 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: 3,065 shares; 2024Q4: 2,970 shares; 2025Q1: 2,960 shares; 2025Q2: 2,960 shares; 2025Q3: 2,660 shares; 2025Q4: 1,685 shares 1,685 $815K 0.12% -975 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: 17,800 shares; 2024Q4: 9,500 shares; 2025Q1: 9,500 shares; 2025Q2: 9,500 shares; 2025Q3: 9,500 shares; 2025Q4: 9,500 shares 9,500 $815K 0.12% 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: 6,225 shares; 2024Q4: 4,590 shares; 2025Q1: 5,500 shares; 2025Q2: 5,500 shares; 2025Q3: 5,500 shares; 2025Q4: 5,200 shares 5,200 $799K 0.12% -300 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,100 shares; 2024Q4: 15,100 shares; 2025Q1: 15,100 shares; 2025Q2: 15,100 shares; 2025Q3: 15,100 shares; 2025Q4: 14,500 shares 14,500 $798K 0.12% -600 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: 11,278 shares; 2024Q4: 9,134 shares; 2025Q1: 9,695 shares; 2025Q2: 9,845 shares; 2025Q3: 8,914 shares; 2025Q4: 8,141 shares 8,141 $796K 0.12% -773 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: 13,230 shares; 2024Q4: 10,905 shares; 2025Q1: 18,545 shares; 2025Q2: 10,985 shares; 2025Q3: 10,985 shares; 2025Q4: 9,385 shares 9,385 $790K 0.12% -1,600 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: 6,525 shares; 2024Q4: 5,450 shares; 2025Q1: 5,450 shares; 2025Q2: 5,725 shares; 2025Q3: 5,725 shares; 2025Q4: 5,725 shares 5,725 $789K 0.12% 0 Timeline LCII LCI INDS More: the full row for LCI INDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,275 shares; 2024Q4: 10,875 shares; 2025Q1: 10,650 shares; 2025Q2: 7,850 shares; 2025Q3: 6,490 shares; 2025Q4: 6,490 shares 6,490 $787K 0.12% 0 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,080 shares; 2024Q4: 8,335 shares; 2025Q1: 8,335 shares; 2025Q2: 8,560 shares; 2025Q3: 7,910 shares; 2025Q4: 7,475 shares 7,475 $785K 0.12% -435 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,189 shares; 2024Q4: 1,089 shares; 2025Q1: 1,139 shares; 2025Q2: 1,139 shares; 2025Q3: 1,139 shares; 2025Q4: 1,139 shares 1,139 $780K 0.12% 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: 8,838 shares; 2024Q4: 8,795 shares; 2025Q1: 9,455 shares; 2025Q2: 9,933 shares; 2025Q3: 9,696 shares; 2025Q4: 9,489 shares 9,489 $778K 0.12% -207 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,910 shares; 2024Q4: 3,530 shares; 2025Q1: 3,530 shares; 2025Q2: 3,490 shares; 2025Q3: 3,490 shares; 2025Q4: 3,490 shares 3,490 $777K 0.12% 0 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,190 shares; 2024Q4: 5,690 shares; 2025Q1: 5,990 shares; 2025Q2: 6,055 shares; 2025Q3: 6,055 shares; 2025Q4: 9,620 shares 9,620 $767K 0.11% +3,565 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,610 shares; 2024Q4: 2,410 shares; 2025Q1: 2,410 shares; 2025Q2: 2,410 shares; 2025Q3: 2,410 shares; 2025Q4: 2,625 shares 2,625 $762K 0.11% +215 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: 5,523 shares; 2024Q4: 3,223 shares; 2025Q1: 3,459 shares; 2025Q2: 3,459 shares; 2025Q3: 3,459 shares; 2025Q4: 3,459 shares 3,459 $760K 0.11% 0 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,940 shares; 2024Q4: 4,645 shares; 2025Q1: 4,645 shares; 2025Q2: 4,645 shares; 2025Q3: 4,645 shares; 2025Q4: 4,345 shares 4,345 $754K 0.11% -300 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: 14,900 shares; 2024Q4: 11,260 shares; 2025Q1: 12,020 shares; 2025Q2: 12,020 shares; 2025Q3: 12,020 shares; 2025Q4: 12,020 shares 12,020 $751K 0.11% 0 Timeline WDFC WD 40 CO More: the full row for WD 40 CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,600 shares; 2024Q4: 3,800 shares; 2025Q1: 3,800 shares; 2025Q2: 3,800 shares; 2025Q3: 3,800 shares; 2025Q4: 3,800 shares 3,800 $748K 0.11% 0 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: 4,272 shares; 2024Q4: 4,072 shares; 2025Q1: 4,072 shares; 2025Q2: 4,072 shares; 2025Q3: 4,072 shares; 2025Q4: 3,697 shares 3,697 $721K 0.11% -375 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: 19,587 shares; 2024Q4: 18,714 shares; 2025Q1: 18,676 shares; 2025Q2: 18,399 shares; 2025Q3: 18,177 shares; 2025Q4: 17,878 shares 17,878 $719K 0.11% -299 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: 10,961 shares; 2024Q4: 9,701 shares; 2025Q1: 9,701 shares; 2025Q2: 9,701 shares; 2025Q3: 9,250 shares; 2025Q4: 7,686 shares 7,686 $716K 0.11% -1,564 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: 8,580 shares 8,580 $701K 0.1% new 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: 16,097 shares; 2024Q4: 14,258 shares; 2025Q1: 14,258 shares; 2025Q2: 14,258 shares; 2025Q3: 14,258 shares; 2025Q4: 12,858 shares 12,858 $692K 0.1% -1,400 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: 4,850 shares; 2024Q4: 4,850 shares; 2025Q1: 4,850 shares; 2025Q2: 4,600 shares; 2025Q3: 4,600 shares; 2025Q4: 4,600 shares 4,600 $685K 0.1% 0 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 945 shares; 2024Q4: 1,065 shares; 2025Q1: 1,415 shares; 2025Q2: 1,618 shares; 2025Q3: 2,228 shares; 2025Q4: 2,494 shares 2,494 $681K 0.1% +266 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: 7,074 shares; 2024Q4: 5,899 shares; 2025Q1: 5,899 shares; 2025Q2: 3,499 shares; 2025Q3: 3,499 shares; 2025Q4: 2,709 shares 2,709 $669K 0.1% -790 Timeline SF STIFEL FINL CORP More: the full row for STIFEL FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,757 shares; 2024Q4: 4,757 shares; 2025Q1: 4,757 shares; 2025Q2: 5,532 shares; 2025Q3: 5,332 shares; 2025Q4: 5,332 shares 5,332 $668K 0.1% 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: 9,230 shares; 2024Q4: 8,962 shares; 2025Q1: 8,762 shares; 2025Q2: 8,762 shares; 2025Q3: 7,212 shares; 2025Q4: 6,512 shares 6,512 $667K 0.1% -700 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS 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: 2,080 shares; 2025Q2: 2,080 shares; 2025Q3: 2,080 shares; 2025Q4: 2,080 shares 2,080 $665K 0.1% 0 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: 24,635 shares; 2024Q4: 14,060 shares; 2025Q1: 14,060 shares; 2025Q2: 14,060 shares; 2025Q3: 12,360 shares; 2025Q4: 12,360 shares 12,360 $664K 0.1% 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: 40,784 shares; 2024Q4: 38,191 shares; 2025Q1: 36,391 shares; 2025Q2: 36,151 shares; 2025Q3: 22,001 shares; 2025Q4: 17,133 shares 17,133 $658K 0.1% -4,868 Timeline LFUS LITTELFUSE INC More: the full row for LITTELFUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,440 shares; 2024Q4: 2,440 shares; 2025Q1: 2,440 shares; 2025Q2: 2,590 shares; 2025Q3: 2,540 shares; 2025Q4: 2,552 shares 2,552 $645K 0.1% +12 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: 30,095 shares; 2024Q4: 29,710 shares; 2025Q1: 29,931 shares; 2025Q2: 30,851 shares; 2025Q3: 32,451 shares; 2025Q4: 10,916 shares 10,916 $637K 0.09% -21,535 Timeline GDXJ 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: 11,200 shares; 2024Q4: 5,600 shares; 2025Q1: 5,600 shares; 2025Q2: 5,600 shares; 2025Q3: 5,600 shares; 2025Q4: 5,600 shares 5,600 $637K 0.09% 0 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,800 shares; 2024Q4: 7,400 shares; 2025Q1: 7,560 shares; 2025Q2: 7,560 shares; 2025Q3: 7,560 shares; 2025Q4: 7,560 shares 7,560 $634K 0.09% 0 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,670 shares; 2024Q4: 1,670 shares; 2025Q1: 1,670 shares; 2025Q2: 1,670 shares; 2025Q3: 1,670 shares; 2025Q4: 1,790 shares 1,790 $633K 0.09% +120 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: 14,095 shares; 2024Q4: 12,010 shares; 2025Q1: 12,010 shares; 2025Q2: 12,010 shares; 2025Q3: 9,210 shares; 2025Q4: 8,610 shares 8,610 $633K 0.09% -600 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: 27,937 shares; 2024Q4: 26,655 shares; 2025Q1: 15,003 shares; 2025Q2: 8,003 shares; 2025Q3: 8,003 shares; 2025Q4: 8,003 shares 8,003 $632K 0.09% 0 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: 47,934 shares; 2024Q4: 46,201 shares; 2025Q1: 46,201 shares; 2025Q2: 45,069 shares; 2025Q3: 40,569 shares; 2025Q4: 27,944 shares 27,944 $623K 0.09% -12,625 Timeline THO THOR INDS INC More: the full row for THOR INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,739 shares; 2024Q4: 5,739 shares; 2025Q1: 5,739 shares; 2025Q2: 6,089 shares; 2025Q3: 5,969 shares; 2025Q4: 5,969 shares 5,969 $613K 0.09% 0 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: 6,434 shares; 2024Q4: 6,434 shares; 2025Q1: 6,434 shares; 2025Q2: 6,434 shares; 2025Q3: 6,434 shares; 2025Q4: 6,434 shares 6,434 $606K 0.09% 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: 10,174 shares; 2024Q4: 8,024 shares; 2025Q1: 7,464 shares; 2025Q2: 7,352 shares; 2025Q3: 7,430 shares; 2025Q4: 7,430 shares 7,430 $589K 0.09% 0 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: 10,418 shares; 2024Q4: 10,418 shares; 2025Q1: 4,293 shares; 2025Q2: 4,789 shares; 2025Q3: 4,789 shares; 2025Q4: 4,789 shares 4,789 $552K 0.08% 0 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,040 shares; 2024Q4: 4,400 shares; 2025Q1: 4,400 shares; 2025Q2: 4,900 shares; 2025Q3: 4,900 shares; 2025Q4: 4,300 shares 4,300 $549K 0.08% -600 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,975 shares; 2024Q4: 29,936 shares; 2025Q1: 29,101 shares; 2025Q2: 27,809 shares; 2025Q3: 25,065 shares; 2025Q4: 23,391 shares 23,391 $547K 0.08% -1,674 Timeline DVA DAVITA INC More: the full row for DAVITA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,800 shares; 2024Q4: 4,800 shares; 2025Q1: 4,800 shares; 2025Q2: 4,800 shares; 2025Q3: 4,800 shares; 2025Q4: 4,800 shares 4,800 $545K 0.08% 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: 43,318 shares; 2024Q4: 42,279 shares; 2025Q1: 44,154 shares; 2025Q2: 44,304 shares; 2025Q3: 40,204 shares; 2025Q4: 28,488 shares 28,488 $544K 0.08% -11,716 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: 1,455 shares; 2024Q4: 2,910 shares; 2025Q1: 2,950 shares; 2025Q2: 2,950 shares; 2025Q3: 2,950 shares; 2025Q4: 2,950 shares 2,950 $543K 0.08% 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: 9,703 shares; 2024Q4: 7,503 shares; 2025Q1: 4,670 shares; 2025Q2: 4,670 shares; 2025Q3: 4,670 shares; 2025Q4: 4,626 shares 4,626 $542K 0.08% -44 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,140 shares; 2024Q4: 18,210 shares; 2025Q1: 18,210 shares; 2025Q2: 18,210 shares; 2025Q3: 18,210 shares; 2025Q4: 18,210 shares 18,210 $539K 0.08% 0 Timeline VFC V F CORP More: the full row for V F 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: 27,010 shares; 2025Q3: 28,750 shares; 2025Q4: 32,350 shares 32,350 $539K 0.08% +3,600 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,243 shares; 2024Q4: 3,043 shares; 2025Q1: 3,043 shares; 2025Q2: 3,043 shares; 2025Q3: 3,043 shares; 2025Q4: 3,043 shares 3,043 $528K 0.08% 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: 3,429 shares; 2024Q4: 3,429 shares; 2025Q1: 3,429 shares; 2025Q2: 3,429 shares; 2025Q3: 3,429 shares; 2025Q4: 3,429 shares 3,429 $519K 0.08% 0 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,715 shares; 2024Q4: not reported; 2025Q1: 6,510 shares; 2025Q2: 6,610 shares; 2025Q3: 6,598 shares; 2025Q4: 7,854 shares 7,854 $518K 0.08% +1,256 Timeline FHN FIRST HORIZON CORPORATION More: the full row for FIRST HORIZON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,800 shares; 2024Q4: 29,850 shares; 2025Q1: 29,650 shares; 2025Q2: 30,925 shares; 2025Q3: 25,625 shares; 2025Q4: 21,425 shares 21,425 $512K 0.08% -4,200 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: 8,588 shares; 2024Q4: 7,524 shares; 2025Q1: 7,524 shares; 2025Q2: 7,524 shares; 2025Q3: 7,524 shares; 2025Q4: 7,524 shares 7,524 $505K 0.08% 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: 6,911 shares; 2024Q4: 3,811 shares; 2025Q1: 3,811 shares; 2025Q2: 3,811 shares; 2025Q3: 4,911 shares; 2025Q4: 4,911 shares 4,911 $495K 0.07% 0 Timeline MTH MERITAGE HOMES CORP More: the full row for MERITAGE HOMES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,260 shares; 2024Q4: 6,356 shares; 2025Q1: 16,092 shares; 2025Q2: 4,912 shares; 2025Q3: 19,098 shares; 2025Q4: 7,498 shares 7,498 $493K 0.07% -11,600 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,937 shares; 2024Q4: 2,611 shares; 2025Q1: 2,611 shares; 2025Q2: 2,611 shares; 2025Q3: 2,611 shares; 2025Q4: 2,466 shares 2,466 $479K 0.07% -145 Timeline VALE VALE S A More: the full row for VALE S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,099 shares; 2024Q4: 40,534 shares; 2025Q1: 39,534 shares; 2025Q2: 38,134 shares; 2025Q3: 36,634 shares; 2025Q4: 36,484 shares 36,484 $475K 0.07% -150 Timeline LOPE GRAND CANYON ED INC More: the full row for GRAND CANYON ED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,800 shares; 2024Q4: 2,800 shares; 2025Q1: 2,800 shares; 2025Q2: 2,800 shares; 2025Q3: 2,800 shares; 2025Q4: 2,800 shares 2,800 $466K 0.07% 0 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,600 shares; 2025Q1: 7,600 shares; 2025Q2: 7,600 shares; 2025Q3: 7,600 shares; 2025Q4: 7,600 shares 7,600 $459K 0.07% 0 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: 6,919 shares; 2024Q4: 7,054 shares; 2025Q1: 7,558 shares; 2025Q2: 7,493 shares; 2025Q3: 6,658 shares; 2025Q4: 3,312 shares 3,312 $457K 0.07% -3,346 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: 7,075 shares; 2024Q4: 5,275 shares; 2025Q1: 5,340 shares; 2025Q2: 5,220 shares; 2025Q3: 5,220 shares; 2025Q4: 4,720 shares 4,720 $453K 0.07% -500 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,308 shares 2,308 $449K 0.07% new Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,082 shares; 2025Q2: 3,082 shares; 2025Q3: 3,011 shares; 2025Q4: 3,011 shares 3,011 $448K 0.07% 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: 1,815 shares; 2024Q4: 1,815 shares; 2025Q1: 1,665 shares; 2025Q2: 1,665 shares; 2025Q3: 1,565 shares; 2025Q4: 1,365 shares 1,365 $442K 0.07% -200 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: 985 shares; 2024Q4: 985 shares; 2025Q1: 1,131 shares; 2025Q2: 1,131 shares; 2025Q3: 1,131 shares; 2025Q4: 1,131 shares 1,131 $440K 0.07% 0 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,409 shares; 2024Q4: 2,109 shares; 2025Q1: 2,109 shares; 2025Q2: 2,109 shares; 2025Q3: 2,109 shares; 2025Q4: 2,109 shares 2,109 $433K 0.06% 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: 12,005 shares; 2024Q4: 6,855 shares; 2025Q1: 6,855 shares; 2025Q2: 7,865 shares; 2025Q3: 7,865 shares; 2025Q4: 7,865 shares 7,865 $433K 0.06% 0 Timeline CWI 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: 24,000 shares; 2024Q4: 12,000 shares; 2025Q1: 12,000 shares; 2025Q2: 12,000 shares; 2025Q3: 12,000 shares; 2025Q4: 12,000 shares 12,000 $431K 0.06% 0 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,650 shares; 2024Q4: 1,250 shares; 2025Q1: 1,250 shares; 2025Q2: 1,250 shares; 2025Q3: 1,250 shares; 2025Q4: 1,250 shares 1,250 $431K 0.06% 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: 1,393 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,858 shares; 2025Q3: 1,988 shares; 2025Q4: 2,008 shares 2,008 $430K 0.06% +20 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,308 shares; 2024Q4: 2,383 shares; 2025Q1: 2,383 shares; 2025Q2: 2,383 shares; 2025Q3: 2,383 shares; 2025Q4: 2,378 shares 2,378 $418K 0.06% -5 Timeline PRI PRIMERICA INC More: the full row for PRIMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,600 shares; 2024Q4: 1,600 shares; 2025Q1: 1,600 shares; 2025Q2: 1,600 shares; 2025Q3: 1,600 shares; 2025Q4: 1,600 shares 1,600 $413K 0.06% 0 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,126 shares; 2024Q4: 2,126 shares; 2025Q1: 2,126 shares; 2025Q2: 2,126 shares; 2025Q3: 2,126 shares; 2025Q4: 1,801 shares 1,801 $412K 0.06% -325 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,780 shares; 2024Q4: 1,780 shares; 2025Q1: 1,810 shares; 2025Q2: 1,810 shares; 2025Q3: 1,810 shares; 2025Q4: 1,810 shares 1,810 $404K 0.06% 0 Timeline ZD ZIFF DAVIS INC More: the full row for ZIFF DAVIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,989 shares; 2024Q4: 12,289 shares; 2025Q1: 12,289 shares; 2025Q2: 11,475 shares; 2025Q3: 11,475 shares; 2025Q4: 11,475 shares 11,475 $403K 0.06% 0 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,951 shares; 2024Q4: 21,974 shares; 2025Q1: 21,974 shares; 2025Q2: 18,374 shares; 2025Q3: 17,124 shares; 2025Q4: 16,474 shares 16,474 $403K 0.06% -650 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: 860 shares; 2024Q4: 860 shares; 2025Q1: 1,388 shares; 2025Q2: 1,388 shares; 2025Q3: 1,388 shares; 2025Q4: 1,388 shares 1,388 $403K 0.06% 0 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,042 shares; 2024Q4: 1,042 shares; 2025Q1: 1,042 shares; 2025Q2: 1,042 shares; 2025Q3: 1,042 shares; 2025Q4: 1,042 shares 1,042 $399K 0.06% 0 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,014 shares; 2024Q4: 3,014 shares; 2025Q1: 3,014 shares; 2025Q2: 3,014 shares; 2025Q3: 3,014 shares; 2025Q4: 3,014 shares 3,014 $399K 0.06% 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: not reported; 2024Q4: not reported; 2025Q1: 2,617 shares; 2025Q2: 2,657 shares; 2025Q3: 2,681 shares; 2025Q4: 3,305 shares 3,305 $397K 0.06% +624 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,200 shares; 2025Q1: 1,200 shares; 2025Q2: 1,240 shares; 2025Q3: 1,240 shares; 2025Q4: 1,240 shares 1,240 $390K 0.06% 0 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,691 shares; 2024Q4: 9,441 shares; 2025Q1: 9,441 shares; 2025Q2: 3,941 shares; 2025Q3: 3,941 shares; 2025Q4: 3,941 shares 3,941 $385K 0.06% 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: 1,310 shares; 2024Q4: 1,310 shares; 2025Q1: 1,420 shares; 2025Q2: 1,420 shares; 2025Q3: 1,420 shares; 2025Q4: 1,420 shares 1,420 $385K 0.06% 0 Timeline BROS DUTCH BROS INC More: the full row for DUTCH BROS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,640 shares; 2025Q1: 5,310 shares; 2025Q2: 6,425 shares; 2025Q3: 6,185 shares; 2025Q4: 6,255 shares 6,255 $383K 0.06% +70 Timeline IEFA 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: 6,402 shares; 2024Q4: 5,492 shares; 2025Q1: 6,863 shares; 2025Q2: 6,863 shares; 2025Q3: 6,863 shares; 2025Q4: 4,163 shares 4,163 $372K 0.06% -2,700 Timeline OVV OVINTIV INC More: the full row for OVINTIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,500 shares; 2024Q4: 9,500 shares; 2025Q1: 9,500 shares; 2025Q2: 9,500 shares; 2025Q3: 9,500 shares; 2025Q4: 9,420 shares 9,420 $369K 0.05% -80 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: 6,052 shares; 2024Q4: 3,852 shares; 2025Q1: 3,852 shares; 2025Q2: 3,852 shares; 2025Q3: 3,852 shares; 2025Q4: 3,852 shares 3,852 $367K 0.05% 0 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: 4,700 shares; 2024Q4: 4,200 shares; 2025Q1: 4,200 shares; 2025Q2: 4,200 shares; 2025Q3: 4,200 shares; 2025Q4: 4,200 shares 4,200 $366K 0.05% 0 Timeline ONON ON HLDG AG More: the full row for ON HLDG AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,730 shares; 2024Q4: 6,730 shares; 2025Q1: 6,730 shares; 2025Q2: 8,070 shares; 2025Q3: 7,770 shares; 2025Q4: 7,770 shares 7,770 $361K 0.05% 0 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,295 shares; 2024Q4: 5,295 shares; 2025Q1: 4,795 shares; 2025Q2: 4,795 shares; 2025Q3: 4,795 shares; 2025Q4: 4,795 shares 4,795 $353K 0.05% 0 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,524 shares; 2024Q4: 1,524 shares; 2025Q1: 1,524 shares; 2025Q2: 1,524 shares; 2025Q3: 1,524 shares; 2025Q4: 1,524 shares 1,524 $347K 0.05% 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: 4,776 shares; 2024Q4: 4,552 shares; 2025Q1: 4,552 shares; 2025Q2: 4,552 shares; 2025Q3: 4,032 shares; 2025Q4: 3,892 shares 3,892 $340K 0.05% -140 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: 2,479 shares; 2024Q4: 2,479 shares; 2025Q1: 2,479 shares; 2025Q2: 2,479 shares; 2025Q3: 2,479 shares; 2025Q4: 2,479 shares 2,479 $339K 0.05% 0 Timeline EAT BRINKER INTL INC More: the full row for BRINKER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,450 shares; 2024Q4: 4,450 shares; 2025Q1: 2,650 shares; 2025Q2: 2,850 shares; 2025Q3: 2,310 shares; 2025Q4: 2,310 shares 2,310 $332K 0.05% 0 Timeline VTHR 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: 2,200 shares; 2024Q4: 1,100 shares; 2025Q1: 1,100 shares; 2025Q2: 1,100 shares; 2025Q3: 1,100 shares; 2025Q4: 1,100 shares 1,100 $330K 0.05% 0 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,000 shares; 2024Q4: 2,150 shares; 2025Q1: 2,390 shares; 2025Q2: 1,790 shares; 2025Q3: 1,790 shares; 2025Q4: 1,790 shares 1,790 $326K 0.05% 0 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,800 shares; 2024Q4: 10,800 shares; 2025Q1: 9,900 shares; 2025Q2: 9,900 shares; 2025Q3: 7,900 shares; 2025Q4: 7,900 shares 7,900 $325K 0.05% 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: 743 shares; 2024Q4: 743 shares; 2025Q1: 743 shares; 2025Q2: 743 shares; 2025Q3: 743 shares; 2025Q4: 743 shares 743 $317K 0.05% 0 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,457 shares; 2024Q4: 1,457 shares; 2025Q1: 1,457 shares; 2025Q2: 1,407 shares; 2025Q3: 1,407 shares; 2025Q4: 1,407 shares 1,407 $314K 0.05% 0 Timeline OGN ORGANON & CO More: the full row for ORGANON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,513 shares; 2024Q4: 44,453 shares; 2025Q1: 43,428 shares; 2025Q2: 43,326 shares; 2025Q3: 43,316 shares; 2025Q4: 43,316 shares 43,316 $311K 0.05% 0 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,450 shares; 2024Q4: 5,250 shares; 2025Q1: 5,100 shares; 2025Q2: 4,150 shares; 2025Q3: 4,100 shares; 2025Q4: 3,700 shares 3,700 $299K 0.04% -400 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: 3,392 shares; 2024Q4: 3,312 shares; 2025Q1: 3,312 shares; 2025Q2: 3,312 shares; 2025Q3: 3,312 shares; 2025Q4: 2,912 shares 2,912 $294K 0.04% -400 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,400 shares; 2024Q4: 1,400 shares; 2025Q1: 1,400 shares; 2025Q2: 1,400 shares; 2025Q3: 1,400 shares; 2025Q4: 1,400 shares 1,400 $287K 0.04% 0 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,912 shares; 2024Q4: 5,912 shares; 2025Q1: 5,912 shares; 2025Q2: 5,912 shares; 2025Q3: 5,912 shares; 2025Q4: 3,662 shares 3,662 $285K 0.04% -2,250 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 908 shares; 2024Q4: not reported; 2025Q1: 870 shares; 2025Q2: 870 shares; 2025Q3: 870 shares; 2025Q4: 870 shares 870 $281K 0.04% 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: 6,472 shares; 2024Q4: 6,347 shares; 2025Q1: 6,347 shares; 2025Q2: 6,347 shares; 2025Q3: 6,347 shares; 2025Q4: 3,547 shares 3,547 $280K 0.04% -2,800 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,231 shares; 2024Q4: 8,731 shares; 2025Q1: 8,731 shares; 2025Q2: 8,731 shares; 2025Q3: 8,631 shares; 2025Q4: 3,152 shares 3,152 $272K 0.04% -5,479 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: 582 shares; 2024Q4: 582 shares; 2025Q1: 582 shares; 2025Q2: 582 shares; 2025Q3: 582 shares; 2025Q4: 582 shares 582 $271K 0.04% 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: 846 shares; 2024Q4: 846 shares; 2025Q1: 846 shares; 2025Q2: 846 shares; 2025Q3: 846 shares; 2025Q4: 846 shares 846 $269K 0.04% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 940 shares; 2025Q4: 1,185 shares 1,185 $268K 0.04% +245 Timeline PINS PINTEREST INC More: the full row for PINTEREST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,680 shares; 2024Q4: not reported; 2025Q1: 24,240 shares; 2025Q2: 24,840 shares; 2025Q3: 24,840 shares; 2025Q4: 10,260 shares 10,260 $266K 0.04% -14,580 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: 6,527 shares; 2024Q4: not reported; 2025Q1: 3,296 shares; 2025Q2: 3,611 shares; 2025Q3: 3,611 shares; 2025Q4: 3,611 shares 3,611 $266K 0.04% 0 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,370 shares; 2024Q4: not reported; 2025Q1: 4,370 shares; 2025Q2: 4,370 shares; 2025Q3: 4,370 shares; 2025Q4: 4,200 shares 4,200 $259K 0.04% -170 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,384 shares; 2024Q4: 10,768 shares; 2025Q1: 10,768 shares; 2025Q2: 10,768 shares; 2025Q3: 10,768 shares; 2025Q4: 10,768 shares 10,768 $259K 0.04% 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: 2,841 shares; 2024Q4: 2,841 shares; 2025Q1: 2,841 shares; 2025Q2: 2,841 shares; 2025Q3: 2,841 shares; 2025Q4: 2,841 shares 2,841 $255K 0.04% 0 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,561 shares; 2025Q2: 3,561 shares; 2025Q3: 3,561 shares; 2025Q4: 3,561 shares 3,561 $254K 0.04% 0 Timeline ONT ONTERRIS INC More: the full row for ONTERRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,438 shares; 2024Q4: not reported; 2025Q1: 10,325 shares; 2025Q2: 10,225 shares; 2025Q3: 10,225 shares; 2025Q4: 10,225 shares 10,225 $254K 0.04% 0 Timeline DORM DORMAN PRODS INC More: the full row for DORMAN PRODS 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 $246K 0.04% 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: 900 shares; 2024Q4: 900 shares; 2025Q1: 925 shares; 2025Q2: 925 shares; 2025Q3: 925 shares; 2025Q4: 925 shares 925 $243K 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: 1,527 shares; 2024Q4: 1,327 shares; 2025Q1: 1,327 shares; 2025Q2: 1,327 shares; 2025Q3: 1,327 shares; 2025Q4: 1,327 shares 1,327 $241K 0.04% 0 Timeline IFF INTERNATIONAL FLAVORS&FRAGRA More: the full row for INTERNATIONAL FLAVORS&FRAGRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,348 shares; 2024Q4: 3,595 shares; 2025Q1: 3,545 shares; 2025Q2: 3,795 shares; 2025Q3: 3,795 shares; 2025Q4: 3,460 shares 3,460 $233K 0.03% -335 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: 2,142 shares; 2024Q4: 1,842 shares; 2025Q1: 1,842 shares; 2025Q2: 1,842 shares; 2025Q3: 1,842 shares; 2025Q4: 1,792 shares 1,792 $231K 0.03% -50 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 403 shares 403 $228K 0.03% new Timeline JHX JAMES HARDIE INDS PLC More: the full row for JAMES HARDIE INDS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,535 shares 12,535 $228K 0.03% new Timeline IJK 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: 2,352 shares; 2024Q4: 2,352 shares; 2025Q1: not reported; 2025Q2: 2,352 shares; 2025Q3: 2,352 shares; 2025Q4: 2,352 shares 2,352 $228K 0.03% 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: 1,590 shares; 2024Q4: 1,090 shares; 2025Q1: 1,090 shares; 2025Q2: 1,090 shares; 2025Q3: 1,090 shares; 2025Q4: 1,090 shares 1,090 $227K 0.03% 0 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,500 shares; 2024Q4: 9,500 shares; 2025Q1: 9,500 shares; 2025Q2: 9,500 shares; 2025Q3: 9,500 shares; 2025Q4: 3,500 shares 3,500 $225K 0.03% -6,000 Timeline OC OWENS CORNING NEW More: the full row for OWENS CORNING NEW 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 $224K 0.03% 0 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,642 shares; 2024Q4: 4,192 shares; 2025Q1: 4,192 shares; 2025Q2: 4,192 shares; 2025Q3: 4,192 shares; 2025Q4: 4,192 shares 4,192 $222K 0.03% 0 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,602 shares; 2024Q4: not reported; 2025Q1: 1,257 shares; 2025Q2: 1,257 shares; 2025Q3: 1,257 shares; 2025Q4: 1,257 shares 1,257 $218K 0.03% 0 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: 8,049 shares; 2024Q4: 8,049 shares; 2025Q1: 6,609 shares; 2025Q2: 6,609 shares; 2025Q3: 6,609 shares; 2025Q4: 6,184 shares 6,184 $217K 0.03% -425 Timeline IDV 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: 5,315 shares 5,315 $210K 0.03% new Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,700 shares; 2024Q4: 2,100 shares; 2025Q1: 2,100 shares; 2025Q2: 2,100 shares; 2025Q3: not reported; 2025Q4: 2,100 shares 2,100 $208K 0.03% new Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,305 shares; 2025Q4: 6,305 shares 6,305 $206K 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: 1,250 shares; 2025Q3: 1,333 shares; 2025Q4: 1,333 shares 1,333 $206K 0.03% 0 Timeline PBR PETROLEO BRASILEIRO S A More: the full row for PETROLEO BRASILEIRO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,700 shares; 2024Q4: 50,300 shares; 2025Q1: 50,300 shares; 2025Q2: 50,300 shares; 2025Q3: 39,300 shares; 2025Q4: 16,300 shares 16,300 $193K 0.03% -23,000 Timeline MATV MATIV HOLDINGS INC More: the full row for MATIV HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,950 shares; 2024Q4: 10,150 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares 10,000 $122K 0.02% 0 Timeline MLSS MILESTONE SCIENTIFIC INC More: the full row for MILESTONE SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,000 shares; 2024Q4: 31,000 shares; 2025Q1: 31,000 shares; 2025Q2: 31,000 shares; 2025Q3: 31,000 shares; 2025Q4: 15,000 shares 15,000 $4.09K <0.01% -16,000 Timeline