MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 37,171 shares; 2024Q2: 38,422 shares; 2024Q3: 48,830 shares; 2024Q4: 48,530 shares; 2025Q1: 48,730 shares; 2025Q2: 47,390 shares; 2025Q3: 46,661 shares 46,661 $24.2M 10.89% -729 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 93,543 shares; 2024Q2: 94,871 shares; 2024Q3: 93,111 shares; 2024Q4: 90,459 shares; 2025Q1: 93,164 shares; 2025Q2: 95,060 shares; 2025Q3: 93,636 shares 93,636 $23.8M 10.74% -1,424 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 59,659 shares; 2024Q2: 59,219 shares; 2024Q3: 59,158 shares; 2024Q4: 59,008 shares; 2025Q1: 58,858 shares; 2025Q2: 58,392 shares; 2025Q3: 57,337 shares 57,337 $13.9M 6.28% -1,055 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 6,982 shares; 2024Q2: 77,700 shares; 2024Q3: 78,075 shares; 2024Q4: 75,993 shares; 2025Q1: 76,278 shares; 2025Q2: 72,918 shares; 2025Q3: 70,664 shares 70,664 $13.2M 5.94% -2,254 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; 2023Q4: restricted; 2024Q1: 32,761 shares; 2024Q2: 33,142 shares; 2024Q3: 32,417 shares; 2024Q4: 32,159 shares; 2025Q1: 32,374 shares; 2025Q2: 31,964 shares; 2025Q3: 31,079 shares 31,079 $9.8M 4.42% -885 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 29,844 shares; 2024Q2: 29,259 shares; 2024Q3: 32,059 shares; 2024Q4: 31,859 shares; 2025Q1: 31,334 shares; 2025Q2: 31,184 shares; 2025Q3: 30,344 shares 30,344 $7.39M 3.33% -840 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; 2023Q4: restricted; 2024Q1: 12,886 shares; 2024Q2: 12,909 shares; 2024Q3: 12,559 shares; 2024Q4: 12,509 shares; 2025Q1: 12,309 shares; 2025Q2: 12,129 shares; 2025Q3: 12,094 shares 12,094 $6.08M 2.74% -35 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 6,476 shares; 2024Q2: 6,476 shares; 2024Q3: 6,516 shares; 2024Q4: 6,516 shares; 2025Q1: 6,516 shares; 2025Q2: 6,391 shares; 2025Q3: 6,311 shares 6,311 $5.03M 2.26% -80 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; 2023Q4: restricted; 2024Q1: 10,529 shares; 2024Q2: 10,722 shares; 2024Q3: 10,557 shares; 2024Q4: 10,457 shares; 2025Q1: 10,507 shares; 2025Q2: 10,407 shares; 2025Q3: 10,282 shares 10,282 $4.17M 1.88% -125 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; 2023Q4: restricted; 2024Q1: 16,768 shares; 2024Q2: 17,068 shares; 2024Q3: 16,488 shares; 2024Q4: 16,718 shares; 2025Q1: 18,148 shares; 2025Q2: 18,173 shares; 2025Q3: 18,223 shares 18,223 $4M 1.8% +50 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; 2023Q4: restricted; 2024Q1: 21,206 shares; 2024Q2: 21,331 shares; 2024Q3: 21,481 shares; 2024Q4: 21,581 shares; 2025Q1: 21,581 shares; 2025Q2: 22,461 shares; 2025Q3: 23,506 shares 23,506 $3.61M 1.63% +1,045 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 11,304 shares; 2024Q2: 11,304 shares; 2024Q3: 11,304 shares; 2024Q4: 11,204 shares; 2025Q1: 11,154 shares; 2025Q2: 11,154 shares; 2025Q3: 10,904 shares 10,904 $3.31M 1.49% -250 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 10,053 shares; 2024Q2: 9,903 shares; 2024Q3: 9,803 shares; 2024Q4: 9,768 shares; 2025Q1: 9,767 shares; 2025Q2: 9,567 shares; 2025Q3: 9,417 shares 9,417 $3.21M 1.45% -150 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; 2023Q4: restricted; 2024Q1: 15,307 shares; 2024Q2: 15,332 shares; 2024Q3: 15,332 shares; 2024Q4: 15,182 shares; 2025Q1: 15,257 shares; 2025Q2: 15,007 shares; 2025Q3: 14,857 shares 14,857 $3.13M 1.41% -150 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; 2023Q4: restricted; 2024Q1: 46,655 shares; 2024Q2: 47,365 shares; 2024Q3: 45,834 shares; 2024Q4: 45,184 shares; 2025Q1: 44,234 shares; 2025Q2: 44,034 shares; 2025Q3: 44,634 shares 44,634 $3.05M 1.38% +600 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 13,056 shares; 2024Q2: 13,238 shares; 2024Q3: 13,215 shares; 2024Q4: 13,415 shares; 2025Q1: 13,215 shares; 2025Q2: 13,215 shares; 2025Q3: 12,995 shares 12,995 $3.01M 1.36% -220 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,323 shares; 2025Q1: 2,508 shares; 2025Q2: 2,456 shares; 2025Q3: 2,411 shares 2,411 $2.81M 1.27% -45 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 17,762 shares; 2024Q2: 19,172 shares; 2024Q3: 19,097 shares; 2024Q4: 20,182 shares; 2025Q1: 20,871 shares; 2025Q2: 20,872 shares; 2025Q3: 19,923 shares 19,923 $2.8M 1.26% -949 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; 2023Q4: restricted; 2024Q1: 11,632 shares; 2024Q2: 11,634 shares; 2024Q3: 11,560 shares; 2024Q4: 11,461 shares; 2025Q1: 11,313 shares; 2025Q2: 11,240 shares; 2025Q3: 11,039 shares 11,039 $2.77M 1.25% -201 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; 2023Q4: restricted; 2024Q1: 51,949 shares; 2024Q2: 52,799 shares; 2024Q3: 50,649 shares; 2024Q4: 50,649 shares; 2025Q1: 51,949 shares; 2025Q2: 52,049 shares; 2025Q3: 51,524 shares 51,524 $2.66M 1.2% -525 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,732 shares; 2025Q2: 16,506 shares; 2025Q3: 15,856 shares 15,856 $2.65M 1.2% -650 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 4,779 shares; 2024Q2: 4,846 shares; 2024Q3: 4,696 shares; 2024Q4: 4,696 shares; 2025Q1: 4,696 shares; 2025Q2: 4,621 shares; 2025Q3: 4,621 shares 4,621 $2.24M 1.01% 0 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 10,391 shares; 2024Q2: 11,027 shares; 2024Q3: 10,827 shares; 2024Q4: 10,827 shares; 2025Q1: 10,827 shares; 2025Q2: 10,907 shares; 2025Q3: 11,067 shares 11,067 $2.22M 1% +160 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; 2023Q4: restricted; 2024Q1: 24,400 shares; 2024Q2: 26,315 shares; 2024Q3: 25,840 shares; 2024Q4: 26,090 shares; 2025Q1: 26,530 shares; 2025Q2: 26,320 shares; 2025Q3: 28,320 shares 28,320 $2.14M 0.96% +2,000 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 12,349 shares; 2024Q2: 12,756 shares; 2024Q3: 12,481 shares; 2024Q4: 12,207 shares; 2025Q1: 12,197 shares; 2025Q2: 11,922 shares; 2025Q3: 11,426 shares 11,426 $2.12M 0.95% -496 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 3,700 shares; 2024Q2: 3,684 shares; 2024Q3: 3,634 shares; 2024Q4: 3,684 shares; 2025Q1: 3,659 shares; 2025Q2: 3,754 shares; 2025Q3: 3,654 shares 3,654 $2.08M 0.94% -100 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; 2023Q4: restricted; 2024Q1: 5,946 shares; 2024Q2: 5,946 shares; 2024Q3: 5,946 shares; 2024Q4: 5,946 shares; 2025Q1: 5,946 shares; 2025Q2: 5,946 shares; 2025Q3: 5,946 shares 5,946 $1.98M 0.89% 0 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 25,050 shares; 2024Q2: 24,750 shares; 2024Q3: 24,550 shares; 2024Q4: 24,250 shares; 2025Q1: 23,750 shares; 2025Q2: 23,400 shares; 2025Q3: 23,246 shares 23,246 $1.91M 0.86% -154 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; 2023Q4: restricted; 2024Q1: 741 shares; 2024Q2: 697 shares; 2024Q3: 731 shares; 2024Q4: 1,196 shares; 2025Q1: 1,196 shares; 2025Q2: 1,151 shares; 2025Q3: 2,451 shares 2,451 $1.87M 0.84% +1,300 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; 2023Q4: restricted; 2024Q1: 19,586 shares; 2024Q2: 19,286 shares; 2024Q3: 22,136 shares; 2024Q4: 20,386 shares; 2025Q1: 20,786 shares; 2025Q2: 20,786 shares; 2025Q3: 20,536 shares 20,536 $1.72M 0.78% -250 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; 2023Q4: restricted; 2024Q1: 11,316 shares; 2024Q2: 11,316 shares; 2024Q3: 14,316 shares; 2024Q4: 13,948 shares; 2025Q1: 13,948 shares; 2025Q2: 13,848 shares; 2025Q3: 12,748 shares 12,748 $1.67M 0.75% -1,100 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; 2023Q4: restricted; 2024Q1: 14,892 shares; 2024Q2: 15,562 shares; 2024Q3: 15,359 shares; 2024Q4: 15,178 shares; 2025Q1: 15,128 shares; 2025Q2: 15,330 shares; 2025Q3: 14,563 shares 14,563 $1.64M 0.74% -767 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 30,304 shares; 2024Q2: 30,547 shares; 2024Q3: 29,847 shares; 2024Q4: 25,797 shares; 2025Q1: 25,297 shares; 2025Q2: 25,147 shares; 2025Q3: 23,497 shares 23,497 $1.64M 0.74% -1,650 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 7,614 shares; 2024Q2: 7,764 shares; 2024Q3: 8,384 shares; 2024Q4: 9,059 shares; 2025Q1: 10,334 shares; 2025Q2: 10,364 shares; 2025Q3: 10,439 shares 10,439 $1.62M 0.73% +75 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; 2023Q4: restricted; 2024Q1: 2,878 shares; 2024Q2: 2,868 shares; 2024Q3: 2,793 shares; 2024Q4: 2,833 shares; 2025Q1: 3,088 shares; 2025Q2: 3,071 shares; 2025Q3: 3,247 shares 3,247 $1.62M 0.73% +176 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 15,949 shares; 2024Q2: 15,799 shares; 2024Q3: 15,564 shares; 2024Q4: 14,314 shares; 2025Q1: 15,214 shares; 2025Q2: 15,214 shares; 2025Q3: 15,114 shares 15,114 $1.53M 0.69% -100 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; 2023Q4: restricted; 2024Q1: 24,399 shares; 2024Q2: 22,271 shares; 2024Q3: 23,183 shares; 2024Q4: 22,298 shares; 2025Q1: 21,810 shares; 2025Q2: 20,021 shares; 2025Q3: 19,083 shares 19,083 $1.44M 0.65% -938 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; 2023Q4: restricted; 2024Q1: 12,212 shares; 2024Q2: 12,017 shares; 2024Q3: 12,117 shares; 2024Q4: 11,817 shares; 2025Q1: 11,917 shares; 2025Q2: 11,717 shares; 2025Q3: 11,717 shares 11,717 $1.34M 0.6% 0 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 5,265 shares; 2024Q2: 5,076 shares; 2024Q3: 4,835 shares; 2024Q4: 4,835 shares; 2025Q1: 4,942 shares; 2025Q2: 4,849 shares; 2025Q3: 4,606 shares 4,606 $1.3M 0.59% -243 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 12,406 shares; 2024Q2: 12,234 shares; 2024Q3: 13,484 shares; 2024Q4: 14,101 shares; 2025Q1: 16,923 shares; 2025Q2: 16,823 shares; 2025Q3: 15,381 shares 15,381 $1.29M 0.58% -1,442 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 4,028 shares; 2024Q2: 4,596 shares; 2024Q3: 4,596 shares; 2024Q4: 4,551 shares; 2025Q1: 5,021 shares; 2025Q2: 4,576 shares; 2025Q3: 4,524 shares 4,524 $1.27M 0.57% -52 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 26,075 shares; 2024Q2: 25,575 shares; 2024Q3: 23,925 shares; 2024Q4: 23,650 shares; 2025Q1: 23,850 shares; 2025Q2: 22,750 shares; 2025Q3: 22,450 shares 22,450 $1.19M 0.54% -300 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; 2023Q4: restricted; 2024Q1: 10,462 shares; 2024Q2: 10,462 shares; 2024Q3: 10,412 shares; 2024Q4: 10,412 shares; 2025Q1: 10,512 shares; 2025Q2: 9,837 shares; 2025Q3: 9,195 shares 9,195 $1.14M 0.51% -642 Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 4,200 shares; 2024Q2: 4,200 shares; 2024Q3: 4,200 shares; 2024Q4: 3,450 shares; 2025Q1: 3,450 shares; 2025Q2: 3,450 shares; 2025Q3: 3,350 shares 3,350 $1.13M 0.51% -100 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 7,137 shares; 2024Q2: 7,137 shares; 2024Q3: 6,587 shares; 2024Q4: 6,287 shares; 2025Q1: 6,287 shares; 2025Q2: 6,117 shares; 2025Q3: 6,113 shares 6,113 $1.04M 0.47% -4 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 10,710 shares; 2024Q2: 11,112 shares; 2024Q3: 10,662 shares; 2024Q4: 10,662 shares; 2025Q1: 10,562 shares; 2025Q2: 10,562 shares; 2025Q3: 10,037 shares 10,037 $1.03M 0.47% -525 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 2,188 shares; 2024Q2: 2,188 shares; 2024Q3: 2,388 shares; 2024Q4: 2,458 shares; 2025Q1: 2,433 shares; 2025Q2: 2,233 shares; 2025Q3: 2,183 shares 2,183 $998K 0.45% -50 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; 2023Q4: restricted; 2024Q1: 2,210 shares; 2024Q2: 2,405 shares; 2024Q3: 2,325 shares; 2024Q4: 4,650 shares; 2025Q1: 4,650 shares; 2025Q2: 4,650 shares; 2025Q3: 4,850 shares 4,850 $988K 0.44% +200 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 6,283 shares; 2024Q2: 6,230 shares; 2024Q3: 5,832 shares; 2024Q4: 5,684 shares; 2025Q1: 5,685 shares; 2025Q2: 5,457 shares; 2025Q3: 5,308 shares 5,308 $824K 0.37% -149 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 3,880 shares; 2024Q2: 3,830 shares; 2024Q3: 3,750 shares; 2024Q4: 3,750 shares; 2025Q1: 3,750 shares; 2025Q2: 3,375 shares; 2025Q3: 3,375 shares 3,375 $796K 0.36% 0 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; 2023Q4: restricted; 2024Q1: 12,128 shares; 2024Q2: 12,378 shares; 2024Q3: 12,123 shares; 2024Q4: 13,123 shares; 2025Q1: 12,023 shares; 2025Q2: 11,573 shares; 2025Q3: 11,973 shares 11,973 $794K 0.36% +400 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 1,510 shares; 2024Q2: 1,600 shares; 2024Q3: 1,600 shares; 2024Q4: 1,600 shares; 2025Q1: 1,600 shares; 2025Q2: 1,450 shares; 2025Q3: 1,550 shares 1,550 $773K 0.35% +100 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 7,864 shares; 2024Q2: 7,814 shares; 2024Q3: 7,814 shares; 2024Q4: 7,914 shares; 2025Q1: 8,014 shares; 2025Q2: 8,014 shares; 2025Q3: 8,014 shares 8,014 $758K 0.34% 0 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 6,282 shares; 2024Q2: 6,263 shares; 2024Q3: 6,090 shares; 2024Q4: 5,992 shares; 2025Q1: 5,844 shares; 2025Q2: 5,845 shares; 2025Q3: 5,647 shares 5,647 $756K 0.34% -198 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 860 shares; 2024Q4: 1,445 shares; 2025Q1: 2,645 shares; 2025Q2: 2,445 shares; 2025Q3: 2,115 shares 2,115 $746K 0.34% -330 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; 2023Q4: restricted; 2024Q1: 1,129 shares; 2024Q2: 1,129 shares; 2024Q3: 1,129 shares; 2024Q4: 1,004 shares; 2025Q1: 1,004 shares; 2025Q2: 1,004 shares; 2025Q3: 1,005 shares 1,005 $738K 0.33% +1 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; 2023Q4: restricted; 2024Q1: 6,990 shares; 2024Q2: 6,992 shares; 2024Q3: 6,992 shares; 2024Q4: 6,692 shares; 2025Q1: 6,692 shares; 2025Q2: 6,692 shares; 2025Q3: 6,692 shares 6,692 $729K 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; 2023Q4: restricted; 2024Q1: 20,588 shares; 2024Q2: 21,188 shares; 2024Q3: 19,538 shares; 2024Q4: 16,838 shares; 2025Q1: 16,338 shares; 2025Q2: 15,238 shares; 2025Q3: 16,563 shares 16,563 $728K 0.33% +1,325 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 15,400 shares; 2024Q2: 15,400 shares; 2024Q3: 15,400 shares; 2024Q4: 15,400 shares; 2025Q1: 15,900 shares; 2025Q2: 14,650 shares; 2025Q3: 17,650 shares 17,650 $692K 0.31% +3,000 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 3,750 shares; 2024Q2: 3,650 shares; 2024Q3: 3,700 shares; 2024Q4: 3,550 shares; 2025Q1: 3,400 shares; 2025Q2: 3,050 shares; 2025Q3: 3,000 shares 3,000 $647K 0.29% -50 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 4,150 shares; 2024Q2: 3,550 shares; 2024Q3: 3,550 shares; 2024Q4: 3,550 shares; 2025Q1: 3,550 shares; 2025Q2: 3,550 shares; 2025Q3: 3,550 shares 3,550 $594K 0.27% 0 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 2,064 shares; 2024Q2: 2,064 shares; 2024Q3: 2,055 shares; 2024Q4: 2,055 shares; 2025Q1: 2,046 shares; 2025Q2: 1,996 shares; 2025Q3: 1,996 shares 1,996 $586K 0.26% 0 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 6,018 shares; 2024Q2: 6,118 shares; 2024Q3: 6,250 shares; 2024Q4: 6,250 shares; 2025Q1: 6,250 shares; 2025Q2: 5,050 shares; 2025Q3: 5,050 shares 5,050 $579K 0.26% 0 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 1,425 shares; 2024Q2: 1,370 shares; 2024Q3: 1,370 shares; 2024Q4: 1,395 shares; 2025Q1: 1,295 shares; 2025Q2: 1,245 shares; 2025Q3: 1,195 shares 1,195 $570K 0.26% -50 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 14,836 shares; 2024Q2: 13,124 shares; 2024Q3: 12,730 shares; 2024Q4: 12,730 shares; 2025Q1: 12,800 shares; 2025Q2: 13,130 shares; 2025Q3: 12,430 shares 12,430 $568K 0.26% -700 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; 2023Q4: restricted; 2024Q1: 1,800 shares; 2024Q2: 1,475 shares; 2024Q3: 1,475 shares; 2024Q4: 1,475 shares; 2025Q1: 1,475 shares; 2025Q2: 1,475 shares; 2025Q3: 1,625 shares 1,625 $563K 0.25% +150 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; 2023Q4: restricted; 2024Q1: 19,398 shares; 2024Q2: 19,498 shares; 2024Q3: 14,126 shares; 2024Q4: 13,126 shares; 2025Q1: 13,826 shares; 2025Q2: 13,326 shares; 2025Q3: 12,026 shares 12,026 $542K 0.24% -1,300 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 17,207 shares; 2024Q2: 17,067 shares; 2024Q3: 16,470 shares; 2024Q4: 21,277 shares; 2025Q1: 21,133 shares; 2025Q2: 21,140 shares; 2025Q3: 21,148 shares 21,148 $539K 0.24% +8 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 1,687 shares; 2024Q2: 1,763 shares; 2024Q3: 1,763 shares; 2024Q4: 2,063 shares; 2025Q1: 1,863 shares; 2025Q2: 1,863 shares; 2025Q3: 1,863 shares 1,863 $526K 0.24% 0 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 3,725 shares; 2024Q2: 3,725 shares; 2024Q3: 3,725 shares; 2024Q4: 3,725 shares; 2025Q1: 3,725 shares; 2025Q2: 3,725 shares; 2025Q3: 3,725 shares 3,725 $507K 0.23% 0 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; 2023Q4: restricted; 2024Q1: 1,038 shares; 2024Q2: 1,038 shares; 2024Q3: 1,038 shares; 2024Q4: 1,020 shares; 2025Q1: 1,020 shares; 2025Q2: 1,020 shares; 2025Q3: 1,020 shares 1,020 $501K 0.23% 0 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 1,300 shares; 2024Q2: 1,300 shares; 2024Q3: 1,200 shares; 2024Q4: 1,150 shares; 2025Q1: 1,200 shares; 2025Q2: 1,200 shares; 2025Q3: 1,649 shares 1,649 $494K 0.22% +449 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 2,347 shares; 2024Q2: 2,773 shares; 2024Q3: 2,613 shares; 2024Q4: 2,563 shares; 2025Q1: 2,563 shares; 2025Q2: 2,563 shares; 2025Q3: 2,463 shares 2,463 $487K 0.22% -100 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 13,700 shares; 2024Q2: 13,700 shares; 2024Q3: 13,700 shares; 2024Q4: 13,700 shares; 2025Q1: 13,700 shares; 2025Q2: 13,700 shares; 2025Q3: 13,700 shares 13,700 $486K 0.22% 0 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 4,500 shares; 2024Q2: 4,500 shares; 2024Q3: 4,500 shares; 2024Q4: 4,500 shares; 2025Q1: 4,600 shares; 2025Q2: 4,600 shares; 2025Q3: 4,600 shares 4,600 $462K 0.21% 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; 2023Q4: restricted; 2024Q1: 1,772 shares; 2024Q2: 1,967 shares; 2024Q3: 1,967 shares; 2024Q4: 1,967 shares; 2025Q1: 2,617 shares; 2025Q2: 2,517 shares; 2025Q3: 2,317 shares 2,317 $459K 0.21% -200 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 8,073 shares; 2024Q2: 7,566 shares; 2024Q3: 8,464 shares; 2024Q4: 8,464 shares; 2025Q1: 8,464 shares; 2025Q2: 8,412 shares; 2025Q3: 8,412 shares 8,412 $424K 0.19% 0 Timeline UNILEVER PLC UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 9,118 shares; 2024Q2: 9,033 shares; 2024Q3: 8,533 shares; 2024Q4: 8,533 shares; 2025Q1: 8,333 shares; 2025Q2: 7,483 shares; 2025Q3: 7,133 shares 7,133 $423K 0.19% -350 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; 2023Q4: restricted; 2024Q1: 3,000 shares; 2024Q2: 3,000 shares; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares 3,000 $400K 0.18% 0 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 2,369 shares; 2024Q2: 1,569 shares; 2024Q3: 1,269 shares; 2024Q4: 1,185 shares; 2025Q1: 1,185 shares; 2025Q2: 885 shares; 2025Q3: 930 shares 930 $393K 0.18% +45 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; 2023Q4: restricted; 2024Q1: 1,325 shares; 2024Q2: 1,325 shares; 2024Q3: 1,325 shares; 2024Q4: 1,200 shares; 2025Q1: 1,200 shares; 2025Q2: 1,200 shares; 2025Q3: 1,200 shares 1,200 $388K 0.17% 0 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 5,150 shares; 2024Q2: 5,150 shares; 2024Q3: 4,900 shares; 2024Q4: 4,900 shares; 2025Q1: 4,900 shares; 2025Q2: 4,600 shares; 2025Q3: 4,600 shares 4,600 $384K 0.17% 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 2,580 shares; 2024Q3: 3,715 shares; 2024Q4: 2,890 shares; 2025Q1: 2,790 shares; 2025Q2: 2,370 shares; 2025Q3: 2,315 shares 2,315 $375K 0.17% -55 Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 6,650 shares; 2024Q2: 6,700 shares; 2024Q3: 6,300 shares; 2024Q4: 6,600 shares; 2025Q1: 6,300 shares; 2025Q2: 5,100 shares; 2025Q3: 4,700 shares 4,700 $356K 0.16% -400 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; 2023Q4: restricted; 2024Q1: 7,079 shares; 2024Q2: 6,954 shares; 2024Q3: 6,254 shares; 2024Q4: 6,254 shares; 2025Q1: 6,304 shares; 2025Q2: 6,304 shares; 2025Q3: 5,779 shares 5,779 $345K 0.16% -525 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 9,359 shares; 2024Q2: 12,069 shares; 2024Q3: 3,750 shares; 2024Q4: 3,750 shares; 2025Q1: 3,500 shares; 2025Q2: 3,500 shares; 2025Q3: 4,045 shares 4,045 $342K 0.15% +545 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,550 shares; 2025Q1: 1,600 shares; 2025Q2: 1,200 shares; 2025Q3: 1,150 shares 1,150 $331K 0.15% -50 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; 2023Q4: restricted; 2024Q1: 6,056 shares; 2024Q2: 6,156 shares; 2024Q3: 6,156 shares; 2024Q4: 6,156 shares; 2025Q1: 5,806 shares; 2025Q2: 5,806 shares; 2025Q3: 5,256 shares 5,256 $328K 0.15% -550 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 2,943 shares; 2024Q2: 2,943 shares; 2024Q3: 723 shares; 2024Q4: 723 shares; 2025Q1: 693 shares; 2025Q2: 693 shares; 2025Q3: 693 shares 693 $308K 0.14% 0 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 4,237 shares; 2024Q2: 4,573 shares; 2024Q3: 4,573 shares; 2024Q4: 4,261 shares; 2025Q1: not reported; 2025Q2: 4,261 shares; 2025Q3: 4,261 shares 4,261 $305K 0.14% 0 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 2,100 shares; 2024Q2: 2,100 shares; 2024Q3: 2,100 shares; 2024Q4: 2,090 shares; 2025Q1: 2,090 shares; 2025Q2: 1,890 shares; 2025Q3: 4,465 shares 4,465 $299K 0.13% +2,575 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; 2023Q4: restricted; 2024Q1: 1,300 shares; 2024Q2: 1,298 shares; 2024Q3: 1,298 shares; 2024Q4: 1,298 shares; 2025Q1: 1,248 shares; 2025Q2: 1,248 shares; 2025Q3: 1,203 shares 1,203 $296K 0.13% -45 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 1,643 shares; 2024Q2: 1,743 shares; 2024Q3: 1,568 shares; 2024Q4: 1,568 shares; 2025Q1: 1,368 shares; 2025Q2: 1,243 shares; 2025Q3: 1,243 shares 1,243 $295K 0.13% 0 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; 2023Q4: restricted; 2024Q1: 197 shares; 2024Q2: 457 shares; 2024Q3: 457 shares; 2024Q4: 605 shares; 2025Q1: 895 shares; 2025Q2: 845 shares; 2025Q3: 845 shares 845 $292K 0.13% 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; 2023Q4: restricted; 2024Q1: 2,400 shares; 2024Q2: 2,200 shares; 2024Q3: 1,900 shares; 2024Q4: 1,700 shares; 2025Q1: 1,700 shares; 2025Q2: 1,700 shares; 2025Q3: 1,500 shares 1,500 $286K 0.13% -200 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 5,556 shares; 2024Q2: 6,356 shares; 2024Q3: 5,590 shares; 2024Q4: 5,590 shares; 2025Q1: 5,690 shares; 2025Q2: 5,690 shares; 2025Q3: 5,690 shares 5,690 $275K 0.12% 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; 2023Q4: restricted; 2024Q1: 4,614 shares; 2024Q2: 4,614 shares; 2024Q3: 4,614 shares; 2024Q4: 4,414 shares; 2025Q1: 3,364 shares; 2025Q2: 3,364 shares; 2025Q3: 3,160 shares 3,160 $260K 0.12% -204 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 1,665 shares; 2024Q3: 1,665 shares; 2024Q4: 1,615 shares; 2025Q1: 1,615 shares; 2025Q2: 1,640 shares; 2025Q3: 1,440 shares 1,440 $256K 0.12% -200 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 2,550 shares; 2024Q2: 2,850 shares; 2024Q3: 2,600 shares; 2024Q4: 2,600 shares; 2025Q1: 2,700 shares; 2025Q2: 2,500 shares; 2025Q3: 3,400 shares 3,400 $253K 0.11% +900 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 149 shares; 2024Q2: 7,600 shares; 2024Q3: 6,650 shares; 2024Q4: 6,550 shares; 2025Q1: 6,550 shares; 2025Q2: 5,550 shares; 2025Q3: 6,300 shares 6,300 $247K 0.11% +750 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 3,374 shares; 2024Q2: 3,374 shares; 2024Q3: 3,374 shares; 2024Q4: 3,296 shares; 2025Q1: 2,944 shares; 2025Q2: 2,944 shares; 2025Q3: 2,944 shares 2,944 $243K 0.11% 0 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 1,387 shares; 2024Q2: 1,387 shares; 2024Q3: 1,537 shares; 2024Q4: 2,387 shares; 2025Q1: 2,387 shares; 2025Q2: 2,237 shares; 2025Q3: 2,887 shares 2,887 $241K 0.11% +650 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 918 shares; 2024Q2: 1,021 shares; 2024Q3: 1,221 shares; 2024Q4: 1,221 shares; 2025Q1: 1,241 shares; 2025Q2: 1,421 shares; 2025Q3: 1,423 shares 1,423 $237K 0.11% +2 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 894 shares; 2024Q2: 1,594 shares; 2024Q3: 1,594 shares; 2024Q4: 1,594 shares; 2025Q1: 1,594 shares; 2025Q2: 1,594 shares; 2025Q3: 1,469 shares 1,469 $234K 0.11% -125 Timeline WTS WATTS WATER TECHNOLOGIES INC More: the full row for WATTS WATER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 850 shares; 2024Q2: 850 shares; 2024Q3: 850 shares; 2024Q4: 800 shares; 2025Q1: 800 shares; 2025Q2: 800 shares; 2025Q3: 800 shares 800 $223K 0.1% 0 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 2,798 shares; 2024Q2: 2,798 shares; 2024Q3: 2,398 shares; 2024Q4: 2,380 shares; 2025Q1: 2,280 shares; 2025Q2: 2,280 shares; 2025Q3: 1,780 shares 1,780 $221K 0.1% -500 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; 2023Q4: restricted; 2024Q1: 1,050 shares; 2024Q2: 1,200 shares; 2024Q3: 1,200 shares; 2024Q4: 1,200 shares; 2025Q1: 1,200 shares; 2025Q2: 1,175 shares; 2025Q3: 1,175 shares 1,175 $216K 0.1% 0 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 2,400 shares; 2024Q2: 2,400 shares; 2024Q3: 2,319 shares; 2024Q4: 2,119 shares; 2025Q1: 2,119 shares; 2025Q2: 1,788 shares; 2025Q3: 1,788 shares 1,788 $207K 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; 2023Q4: restricted; 2024Q1: 2,201 shares; 2024Q2: 2,344 shares; 2024Q3: 1,844 shares; 2024Q4: 1,844 shares; 2025Q1: 1,844 shares; 2025Q2: 1,794 shares; 2025Q3: 1,794 shares 1,794 $202K 0.09% 0 Timeline Canandaigua National Corp Canandaigua National Corp More: the full row for Canandaigua National Corp Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,000 shares 1,000 $190K 0.09% new 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; 2023Q4: restricted; 2024Q1: 775 shares; 2024Q2: 750 shares; 2024Q3: 750 shares; 2024Q4: 750 shares; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: 700 shares 700 $183K 0.08% 0 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 1,700 shares; 2024Q2: 1,600 shares; 2024Q3: 1,600 shares; 2024Q4: 1,600 shares; 2025Q1: 1,600 shares; 2025Q2: 1,600 shares; 2025Q3: 1,600 shares 1,600 $179K 0.08% 0 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 636 shares; 2024Q2: 636 shares; 2024Q3: 636 shares; 2024Q4: 636 shares; 2025Q1: 636 shares; 2025Q2: 636 shares; 2025Q3: 636 shares 636 $178K 0.08% 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; 2023Q4: restricted; 2024Q1: 2,266 shares; 2024Q2: 2,266 shares; 2024Q3: 1,866 shares; 2024Q4: 1,866 shares; 2025Q1: 1,866 shares; 2025Q2: 1,866 shares; 2025Q3: 1,866 shares 1,866 $177K 0.08% 0 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 3,893 shares; 2024Q2: 3,893 shares; 2024Q3: 3,893 shares; 2024Q4: 3,893 shares; 2025Q1: 3,893 shares; 2025Q2: 3,893 shares; 2025Q3: 3,893 shares 3,893 $168K 0.08% 0 Timeline NWE NORTHWESTERN ENERGY GROUP IN More: the full row for NORTHWESTERN ENERGY GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 200 shares; 2024Q2: 200 shares; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 1,800 shares; 2025Q3: 2,450 shares 2,450 $144K 0.06% +650 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; 2023Q4: restricted; 2024Q1: 500 shares; 2024Q2: 601 shares; 2024Q3: 601 shares; 2024Q4: 601 shares; 2025Q1: 601 shares; 2025Q2: 601 shares; 2025Q3: 601 shares 601 $142K 0.06% 0 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 4,222 shares; 2024Q2: 3,922 shares; 2024Q3: 3,922 shares; 2024Q4: 3,872 shares; 2025Q1: 3,872 shares; 2025Q2: 3,872 shares; 2025Q3: 3,872 shares 3,872 $133K 0.06% 0 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 413 shares; 2024Q2: 413 shares; 2024Q3: 413 shares; 2024Q4: 413 shares; 2025Q1: 433 shares; 2025Q2: 433 shares; 2025Q3: 433 shares 433 $130K 0.06% 0 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 83 shares; 2024Q2: 106 shares; 2024Q3: 106 shares; 2024Q4: 106 shares; 2025Q1: 106 shares; 2025Q2: 106 shares; 2025Q3: 106 shares 106 $130K 0.06% 0 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 413 shares; 2024Q2: 413 shares; 2024Q3: 413 shares; 2024Q4: 413 shares; 2025Q1: 413 shares; 2025Q2: 413 shares; 2025Q3: 413 shares 413 $126K 0.06% 0 Timeline VNT VONTIER CORPORATION More: the full row for VONTIER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 2,000 shares; 2024Q2: 3,060 shares; 2024Q3: 3,060 shares; 2024Q4: 3,060 shares; 2025Q1: 2,960 shares; 2025Q2: 2,960 shares; 2025Q3: 2,960 shares 2,960 $124K 0.06% 0 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 700 shares; 2024Q2: 700 shares; 2024Q3: 700 shares; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares 600 $123K 0.06% 0 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; 2023Q4: restricted; 2024Q1: 3,400 shares; 2024Q2: 3,400 shares; 2024Q3: 2,400 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares 2,000 $122K 0.06% 0 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 500 shares; 2024Q2: 883 shares; 2024Q3: 783 shares; 2024Q4: 783 shares; 2025Q1: 783 shares; 2025Q2: 783 shares; 2025Q3: 783 shares 783 $109K 0.05% 0 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; 2023Q4: restricted; 2024Q1: 146 shares; 2024Q2: 146 shares; 2024Q3: 226 shares; 2024Q4: 226 shares; 2025Q1: 226 shares; 2025Q2: 226 shares; 2025Q3: 176 shares 176 $107K 0.05% -50 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 495 shares; 2024Q3: 495 shares; 2024Q4: 430 shares; 2025Q1: 430 shares; 2025Q2: 430 shares; 2025Q3: 430 shares 430 $105K 0.05% 0 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 1,150 shares; 2024Q2: 728 shares; 2024Q3: 678 shares; 2024Q4: 540 shares; 2025Q1: 540 shares; 2025Q2: 540 shares; 2025Q3: 540 shares 540 $104K 0.05% 0 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 323 shares; 2024Q2: 323 shares; 2024Q3: 323 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares 300 $102K 0.05% 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; 2023Q4: restricted; 2024Q1: 2,365 shares; 2024Q2: 2,365 shares; 2024Q3: 2,140 shares; 2024Q4: 1,890 shares; 2025Q1: 1,890 shares; 2025Q2: 1,550 shares; 2025Q3: 1,000 shares 1,000 $98.5K 0.04% -550 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; 2023Q4: restricted; 2024Q1: 320 shares; 2024Q2: 320 shares; 2024Q3: 320 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares 200 $97.3K 0.04% 0 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 200 shares; 2024Q2: 328 shares; 2024Q3: 328 shares; 2024Q4: 328 shares; 2025Q1: 328 shares; 2025Q2: 328 shares; 2025Q3: 321 shares 321 $96.4K 0.04% -7 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 845 shares; 2024Q4: 670 shares; 2025Q1: 710 shares; 2025Q2: 570 shares; 2025Q3: 670 shares 670 $94.8K 0.04% +100 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; 2023Q4: restricted; 2024Q1: 1,200 shares; 2024Q2: 900 shares; 2024Q3: 900 shares; 2024Q4: 900 shares; 2025Q1: 900 shares; 2025Q2: 900 shares; 2025Q3: 900 shares 900 $93.4K 0.04% 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; 2023Q4: restricted; 2024Q1: 3,300 shares; 2024Q2: 3,300 shares; 2024Q3: 3,300 shares; 2024Q4: 3,300 shares; 2025Q1: 3,300 shares; 2025Q2: 3,300 shares; 2025Q3: 2,500 shares 2,500 $92.9K 0.04% -800 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 250 shares; 2024Q2: 1,253 shares; 2024Q3: 1,253 shares; 2024Q4: 1,253 shares; 2025Q1: 1,253 shares; 2025Q2: 1,253 shares; 2025Q3: 1,253 shares 1,253 $89.1K 0.04% 0 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; 2023Q4: restricted; 2024Q1: 91 shares; 2024Q2: 91 shares; 2024Q3: 91 shares; 2024Q4: 91 shares; 2025Q1: 91 shares; 2025Q2: 91 shares; 2025Q3: 91 shares 91 $88.1K 0.04% 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; 2023Q4: restricted; 2024Q1: 525 shares; 2024Q2: 475 shares; 2024Q3: 925 shares; 2024Q4: 925 shares; 2025Q1: 835 shares; 2025Q2: 635 shares; 2025Q3: 635 shares 635 $85.5K 0.04% 0 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 9 shares; 2024Q2: 115 shares; 2024Q3: 115 shares; 2024Q4: 115 shares; 2025Q1: 115 shares; 2025Q2: 115 shares; 2025Q3: 106 shares 106 $81.9K 0.04% -9 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 1,203 shares; 2024Q3: 1,203 shares; 2024Q4: 1,203 shares; 2025Q1: 1,203 shares; 2025Q2: 1,203 shares; 2025Q3: 1,203 shares 1,203 $81.1K 0.04% 0 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; 2023Q4: restricted; 2024Q1: 445 shares; 2024Q2: 445 shares; 2024Q3: 430 shares; 2024Q4: 430 shares; 2025Q1: 430 shares; 2025Q2: 430 shares; 2025Q3: 430 shares 430 $80.5K 0.04% 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; 2023Q4: restricted; 2024Q1: 172 shares; 2024Q2: 372 shares; 2024Q3: 372 shares; 2024Q4: 372 shares; 2025Q1: 372 shares; 2025Q2: 372 shares; 2025Q3: 372 shares 372 $79.8K 0.04% 0 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 1,335 shares; 2024Q2: 1,435 shares; 2024Q3: 1,335 shares; 2024Q4: 940 shares; 2025Q1: 990 shares; 2025Q2: 890 shares; 2025Q3: 790 shares 790 $69.6K 0.03% -100 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 160 shares; 2024Q3: 160 shares; 2024Q4: 160 shares; 2025Q1: 160 shares; 2025Q2: 160 shares; 2025Q3: 160 shares 160 $68.8K 0.03% 0 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 974 shares; 2024Q2: 974 shares; 2024Q3: 974 shares; 2024Q4: 974 shares; 2025Q1: 974 shares; 2025Q2: 974 shares; 2025Q3: 974 shares 974 $68.6K 0.03% 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; 2023Q4: restricted; 2024Q1: 774 shares; 2024Q2: 774 shares; 2024Q3: 774 shares; 2024Q4: 674 shares; 2025Q1: 674 shares; 2025Q2: 474 shares; 2025Q3: 474 shares 474 $68.5K 0.03% 0 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 400 shares; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares 400 $67.8K 0.03% 0 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 1,300 shares; 2024Q2: 1,300 shares; 2024Q3: 1,300 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 500 shares; 2025Q3: 500 shares 500 $67.3K 0.03% 0 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 101 shares; 2024Q3: 101 shares; 2024Q4: 101 shares; 2025Q1: 107 shares; 2025Q2: 107 shares; 2025Q3: 107 shares 107 $65.8K 0.03% 0 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 250 shares; 2024Q2: 250 shares; 2024Q3: 250 shares; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 250 shares 250 $65K 0.03% 0 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 34 shares; 2024Q3: 34 shares; 2024Q4: 34 shares; 2025Q1: 34 shares; 2025Q2: 34 shares; 2025Q3: 34 shares 34 $65K 0.03% 0 Timeline FAF FIRST AMERN FINL CORP More: the full row for FIRST AMERN FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 1,005 shares; 2024Q3: 1,005 shares; 2024Q4: 1,005 shares; 2025Q1: 1,005 shares; 2025Q2: 1,005 shares; 2025Q3: 1,005 shares 1,005 $64.6K 0.03% 0 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,425 shares; 2025Q2: 1,325 shares; 2025Q3: 700 shares 700 $62.8K 0.03% -625 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; 2023Q4: restricted; 2024Q1: 500 shares; 2024Q2: 500 shares; 2024Q3: 500 shares; 2024Q4: 400 shares; 2025Q1: not reported; 2025Q2: 400 shares; 2025Q3: 400 shares 400 $59.9K 0.03% 0 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 28 shares; 2024Q2: 78 shares; 2024Q3: 78 shares; 2024Q4: 64 shares; 2025Q1: 64 shares; 2025Q2: 64 shares; 2025Q3: 64 shares 64 $59.2K 0.03% 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 1,403 shares; 2024Q3: 1,087 shares; 2024Q4: 963 shares; 2025Q1: 975 shares; 2025Q2: 831 shares; 2025Q3: 794 shares 794 $58K 0.03% -37 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 84 shares; 2024Q3: 84 shares; 2024Q4: 84 shares; 2025Q1: 84 shares; 2025Q2: 84 shares; 2025Q3: 84 shares 84 $57.4K 0.03% 0 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 702 shares; 2024Q3: 702 shares; 2024Q4: 702 shares; 2025Q1: 702 shares; 2025Q2: 702 shares; 2025Q3: 702 shares 702 $56.6K 0.03% 0 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 322 shares; 2024Q2: 322 shares; 2024Q3: 322 shares; 2024Q4: 322 shares; 2025Q1: 322 shares; 2025Q2: 322 shares; 2025Q3: 322 shares 322 $54.8K 0.02% 0 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 380 shares; 2025Q2: 380 shares; 2025Q3: 380 shares 380 $54.3K 0.02% 0 Timeline AOS SMITH A O CORP More: the full row for SMITH A O CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 740 shares; 2024Q3: 740 shares; 2024Q4: 740 shares; 2025Q1: 740 shares; 2025Q2: 740 shares; 2025Q3: 740 shares 740 $54.3K 0.02% 0 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 98 shares; 2024Q3: 98 shares; 2024Q4: 98 shares; 2025Q1: 98 shares; 2025Q2: 98 shares; 2025Q3: 98 shares 98 $53.6K 0.02% 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 287 shares; 2024Q3: 287 shares; 2024Q4: 287 shares; 2025Q1: 279 shares; 2025Q2: 224 shares; 2025Q3: 224 shares 224 $53.4K 0.02% 0 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 2,025 shares; 2024Q2: 2,025 shares; 2024Q3: 1,825 shares; 2024Q4: 1,825 shares; 2025Q1: 1,825 shares; 2025Q2: 1,275 shares; 2025Q3: 1,125 shares 1,125 $53.1K 0.02% -150 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 300 shares; 2024Q2: 600 shares; 2024Q3: 525 shares; 2024Q4: 525 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 425 shares 425 $52.6K 0.02% -75 Timeline POR PORTLAND GEN ELEC CO More: the full row for PORTLAND GEN ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 1,174 shares; 2024Q3: 1,174 shares; 2024Q4: 1,174 shares; 2025Q1: 1,174 shares; 2025Q2: 1,174 shares; 2025Q3: 1,174 shares 1,174 $51.7K 0.02% 0 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 200 shares; 2024Q2: 200 shares; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 300 shares 300 $50K 0.02% +100 Timeline MRMD MARIMED INC More: the full row for MARIMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 301,693 shares; 2025Q3: 321,693 shares 321,693 $47.9K 0.02% +20,000 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 50 shares; 2024Q2: 50 shares; 2024Q3: 50 shares; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares 50 $47.6K 0.02% 0 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 4,746 shares; 2024Q2: 4,746 shares; 2024Q3: 4,746 shares; 2024Q4: 2,246 shares; 2025Q1: 2,246 shares; 2025Q2: 1,346 shares; 2025Q3: 1,346 shares 1,346 $47.2K 0.02% 0 Timeline SNV SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 500 shares; 2024Q2: 500 shares; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 950 shares 950 $46.6K 0.02% +450 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 4,700 shares; 2024Q2: 3,700 shares; 2024Q3: 3,700 shares; 2024Q4: 3,700 shares; 2025Q1: 3,700 shares; 2025Q2: 1,700 shares; 2025Q3: 1,700 shares 1,700 $46.3K 0.02% 0 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 143 shares; 2024Q3: 143 shares; 2024Q4: 143 shares; 2025Q1: 143 shares; 2025Q2: 143 shares; 2025Q3: 143 shares 143 $45.4K 0.02% 0 Timeline TOTALENERGIES SE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 975 shares; 2025Q2: 750 shares; 2025Q3: 750 shares 750 $44.8K 0.02% 0 ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 400 shares; 2024Q3: 400 shares; 2024Q4: 480 shares; 2025Q1: 480 shares; 2025Q2: 480 shares; 2025Q3: 480 shares 480 $44.7K 0.02% 0 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 449 shares; 2024Q3: 360 shares; 2024Q4: 360 shares; 2025Q1: 360 shares; 2025Q2: 360 shares; 2025Q3: 360 shares 360 $44.1K 0.02% 0 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 257 shares; 2024Q2: 257 shares; 2024Q3: 257 shares; 2024Q4: 257 shares; 2025Q1: 257 shares; 2025Q2: 257 shares; 2025Q3: 257 shares 257 $43.3K 0.02% 0 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 695 shares; 2024Q3: 430 shares; 2024Q4: 430 shares; 2025Q1: 430 shares; 2025Q2: 430 shares; 2025Q3: 430 shares 430 $42K 0.02% 0 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 35 shares; 2024Q3: 35 shares; 2024Q4: 35 shares; 2025Q1: not reported; 2025Q2: 35 shares; 2025Q3: 35 shares 35 $42K 0.02% 0 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 341 shares; 2024Q3: 341 shares; 2024Q4: 341 shares; 2025Q1: 341 shares; 2025Q2: 341 shares; 2025Q3: 341 shares 341 $41.8K 0.02% 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; 2023Q4: restricted; 2024Q1: 4,200 shares; 2024Q2: 3,700 shares; 2024Q3: 3,700 shares; 2024Q4: 3,700 shares; 2025Q1: 3,700 shares; 2025Q2: 1,700 shares; 2025Q3: 1,700 shares 1,700 $41.8K 0.02% 0 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 300 shares; 2024Q2: 200 shares; 2024Q3: 200 shares; 2024Q4: 425 shares; 2025Q1: 425 shares; 2025Q2: 375 shares; 2025Q3: 425 shares 425 $41.6K 0.02% +50 Timeline NTCT NETSCOUT SYS INC More: the full row for NETSCOUT SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 1,598 shares; 2024Q2: 1,598 shares; 2024Q3: 1,598 shares; 2024Q4: 1,598 shares; 2025Q1: 1,598 shares; 2025Q2: 1,598 shares; 2025Q3: 1,598 shares 1,598 $41.3K 0.02% 0 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 220 shares; 2024Q3: 220 shares; 2024Q4: 220 shares; 2025Q1: 220 shares; 2025Q2: 220 shares; 2025Q3: 220 shares 220 $40.6K 0.02% 0 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 585 shares; 2024Q2: 500 shares; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 533 shares; 2025Q2: 500 shares; 2025Q3: 500 shares 500 $39K 0.02% 0 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 100 shares; 2024Q2: 100 shares; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares 100 $37K 0.02% 0 Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 300 shares; 2024Q2: 300 shares; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares 300 $36.6K 0.02% 0 Timeline SNX TD SYNNEX CORPORATION More: the full row for TD SYNNEX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 219 shares; 2024Q3: 219 shares; 2024Q4: 219 shares; 2025Q1: 219 shares; 2025Q2: 219 shares; 2025Q3: 219 shares 219 $35.9K 0.02% 0 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 273 shares; 2024Q2: 273 shares; 2024Q3: 273 shares; 2024Q4: 273 shares; 2025Q1: 273 shares; 2025Q2: 273 shares; 2025Q3: 273 shares 273 $35K 0.02% 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; 2023Q4: restricted; 2024Q1: 100 shares; 2024Q2: 100 shares; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares 100 $34.7K 0.02% 0 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 125 shares; 2024Q3: 125 shares; 2024Q4: 125 shares; 2025Q1: 125 shares; 2025Q2: 125 shares; 2025Q3: 125 shares 125 $34.1K 0.02% 0 Timeline WHR WHIRLPOOL CORP More: the full row for WHIRLPOOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 525 shares; 2024Q2: 525 shares; 2024Q3: 425 shares; 2024Q4: 425 shares; 2025Q1: 425 shares; 2025Q2: 425 shares; 2025Q3: 425 shares 425 $33.4K 0.02% 0 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 233 shares; 2024Q2: 233 shares; 2024Q3: 233 shares; 2024Q4: 233 shares; 2025Q1: 233 shares; 2025Q2: 233 shares; 2025Q3: 100 shares 100 $32.9K 0.01% -133 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; 2023Q4: restricted; 2024Q1: 400 shares; 2024Q2: 400 shares; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 300 shares 300 $32.6K 0.01% -100 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 413 shares; 2024Q3: 336 shares; 2024Q4: 336 shares; 2025Q1: 336 shares; 2025Q2: 336 shares; 2025Q3: 336 shares 336 $32.4K 0.01% 0 Timeline BAH BOOZ ALLEN HAMILTON HLDG COR More: the full row for BOOZ ALLEN HAMILTON HLDG COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 333 shares; 2024Q3: 333 shares; 2024Q4: 333 shares; 2025Q1: 333 shares; 2025Q2: 333 shares; 2025Q3: 319 shares 319 $31.9K 0.01% -14 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 240 shares; 2024Q3: 240 shares; 2024Q4: 240 shares; 2025Q1: 240 shares; 2025Q2: 195 shares; 2025Q3: 195 shares 195 $31.6K 0.01% 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 115 shares; 2024Q3: 115 shares; 2024Q4: 115 shares; 2025Q1: 115 shares; 2025Q2: 115 shares; 2025Q3: 115 shares 115 $31.1K 0.01% 0 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 125 shares; 2024Q3: 125 shares; 2024Q4: 125 shares; 2025Q1: 125 shares; 2025Q2: 125 shares; 2025Q3: 125 shares 125 $30.9K 0.01% 0 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 586 shares; 2024Q2: 536 shares; 2024Q3: 536 shares; 2024Q4: 436 shares; 2025Q1: 461 shares; 2025Q2: 436 shares; 2025Q3: 336 shares 336 $30.7K 0.01% -100 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20 shares 20 $29.9K 0.01% new Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 18 shares; 2024Q2: 9 shares; 2024Q3: 90 shares; 2024Q4: 90 shares; 2025Q1: 90 shares; 2025Q2: 90 shares; 2025Q3: 90 shares 90 $29.7K 0.01% 0 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 212 shares; 2024Q3: 212 shares; 2024Q4: 212 shares; 2025Q1: 212 shares; 2025Q2: 212 shares; 2025Q3: 212 shares 212 $29.6K 0.01% 0 Timeline WASH WASHINGTON TR BANCORP INC More: the full row for WASHINGTON TR BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 6,050 shares; 2024Q2: 6,050 shares; 2024Q3: 4,850 shares; 2024Q4: 1,100 shares; 2025Q1: 1,300 shares; 2025Q2: 1,300 shares; 2025Q3: 1,000 shares 1,000 $28.9K 0.01% -300 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; 2023Q4: restricted; 2024Q1: 650 shares; 2024Q2: 1,170 shares; 2024Q3: 1,170 shares; 2024Q4: 1,020 shares; 2025Q1: 1,420 shares; 2025Q2: 1,420 shares; 2025Q3: 1,020 shares 1,020 $28.8K 0.01% -400 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 300 shares; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares 300 $28.6K 0.01% 0 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 602 shares; 2024Q2: 2,334 shares; 2024Q3: 2,334 shares; 2024Q4: 2,334 shares; 2025Q1: 2,334 shares; 2025Q2: 2,334 shares; 2025Q3: 1,732 shares 1,732 $28.1K 0.01% -602 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; 2023Q4: restricted; 2024Q1: 350 shares; 2024Q2: 350 shares; 2024Q3: 350 shares; 2024Q4: 350 shares; 2025Q1: 350 shares; 2025Q2: 350 shares; 2025Q3: 350 shares 350 $28K 0.01% 0 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 108 shares; 2024Q3: 88 shares; 2024Q4: 88 shares; 2025Q1: 88 shares; 2025Q2: 67 shares; 2025Q3: 67 shares 67 $27.1K 0.01% 0 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 3,000 shares; 2024Q2: 3,000 shares; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares 3,000 $26.9K 0.01% 0 Timeline ESS ESSEX PPTY TR INC More: the full row for ESSEX PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 100 shares; 2024Q2: 100 shares; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares 100 $26.8K 0.01% 0 Timeline WAL WESTERN ALLIANCE BANCORP More: the full row for WESTERN ALLIANCE BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 300 shares; 2025Q3: 300 shares 300 $26K 0.01% 0 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; 2023Q4: restricted; 2024Q1: 300 shares; 2024Q2: 780 shares; 2024Q3: 780 shares; 2024Q4: 780 shares; 2025Q1: 780 shares; 2025Q2: 780 shares; 2025Q3: 780 shares 780 $24.5K 0.01% 0 Timeline FLR FLUOR CORP More: the full row for FLUOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 1,065 shares; 2024Q3: 565 shares; 2024Q4: 565 shares; 2025Q1: 565 shares; 2025Q2: 565 shares; 2025Q3: 565 shares 565 $23.8K 0.01% 0 Timeline IDA IDACORP INC More: the full row for IDACORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 175 shares; 2024Q3: 175 shares; 2024Q4: 175 shares; 2025Q1: 175 shares; 2025Q2: 175 shares; 2025Q3: 175 shares 175 $23.1K 0.01% 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; 2023Q4: restricted; 2024Q1: 2,166 shares; 2024Q2: 2,166 shares; 2024Q3: 2,166 shares; 2024Q4: 2,166 shares; 2025Q1: 2,166 shares; 2025Q2: 2,146 shares; 2025Q3: 2,146 shares 2,146 $22.9K 0.01% 0 Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 483 shares; 2024Q3: 483 shares; 2024Q4: 483 shares; 2025Q1: 483 shares; 2025Q2: 483 shares; 2025Q3: 483 shares 483 $22.3K 0.01% 0 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 1,910 shares; 2024Q2: 200 shares; 2024Q3: 200 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares 100 $22.1K 0.01% 0 Timeline EWBC EAST WEST BANCORP INC More: the full row for EAST WEST BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 250 shares; 2024Q2: 250 shares; 2024Q3: 250 shares; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 400 shares; 2025Q3: 200 shares 200 $21.3K 0.01% -200 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; 2023Q4: restricted; 2024Q1: 25 shares; 2024Q2: 135 shares; 2024Q3: 135 shares; 2024Q4: 110 shares; 2025Q1: 110 shares; 2025Q2: 110 shares; 2025Q3: 110 shares 110 $21.2K 0.01% 0 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 232 shares; 2024Q3: 232 shares; 2024Q4: 232 shares; 2025Q1: 232 shares; 2025Q2: 232 shares; 2025Q3: 232 shares 232 $21.1K 0.01% 0 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 663 shares; 2024Q3: 663 shares; 2024Q4: 663 shares; 2025Q1: 663 shares; 2025Q2: 663 shares; 2025Q3: 663 shares 663 $20.7K 0.01% 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 202 shares; 2024Q3: 175 shares; 2024Q4: 175 shares; 2025Q1: 175 shares; 2025Q2: 175 shares; 2025Q3: 175 shares 175 $20.6K 0.01% 0 Timeline CRL CHARLES RIV LABS INTL INC More: the full row for CHARLES RIV LABS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 70 shares; 2024Q2: 166 shares; 2024Q3: 166 shares; 2024Q4: 131 shares; 2025Q1: 131 shares; 2025Q2: 131 shares; 2025Q3: 131 shares 131 $20.5K 0.01% 0 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 274 shares; 2024Q3: 274 shares; 2024Q4: 274 shares; 2025Q1: 274 shares; 2025Q2: 274 shares; 2025Q3: 274 shares 274 $20.1K 0.01% 0 Timeline HQH ABRDN HEALTHCARE INVESTORS More: the full row for ABRDN HEALTHCARE INVESTORS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 1,082 shares; 2024Q2: 1,082 shares; 2024Q3: 1,082 shares; 2024Q4: 1,082 shares; 2025Q1: 1,082 shares; 2025Q2: 1,082 shares; 2025Q3: 1,082 shares 1,082 $20K 0.01% 0 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 346 shares; 2024Q2: 346 shares; 2024Q3: 346 shares; 2024Q4: 346 shares; 2025Q1: 346 shares; 2025Q2: 346 shares; 2025Q3: 346 shares 346 $19.1K 0.01% 0 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 750 shares; 2024Q2: 750 shares; 2024Q3: 750 shares; 2024Q4: 750 shares; 2025Q1: 750 shares; 2025Q2: 750 shares; 2025Q3: 750 shares 750 $18.6K 0.01% 0 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 70 shares; 2024Q3: 70 shares; 2024Q4: 70 shares; 2025Q1: 70 shares; 2025Q2: 70 shares; 2025Q3: 70 shares 70 $18.4K 0.01% 0 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 300 shares; 2024Q2: 300 shares; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares 300 $18.3K 0.01% 0 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 1,180 shares; 2024Q2: 485 shares; 2024Q3: 385 shares; 2024Q4: 235 shares; 2025Q1: 200 shares; 2025Q2: 100 shares; 2025Q3: 100 shares 100 $17.9K 0.01% 0 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 100 shares; 2024Q2: 240 shares; 2024Q3: 240 shares; 2024Q4: 240 shares; 2025Q1: 240 shares; 2025Q2: 140 shares; 2025Q3: 140 shares 140 $17.3K 0.01% 0 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 100 shares; 2024Q2: 100 shares; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares 100 $17.1K 0.01% 0 Timeline AAP ADVANCE AUTO PARTS INC More: the full row for ADVANCE AUTO PARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 267 shares; 2024Q3: 267 shares; 2024Q4: 267 shares; 2025Q1: 267 shares; 2025Q2: 267 shares; 2025Q3: 267 shares 267 $16.4K 0.01% 0 Timeline FLS FLOWSERVE CORP More: the full row for FLOWSERVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 300 shares; 2024Q2: 300 shares; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares 300 $15.9K 0.01% 0 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; 2023Q4: restricted; 2024Q1: 200 shares; 2024Q2: 200 shares; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares 200 $15.7K 0.01% 0 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 150 shares; 2024Q3: 150 shares; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: 150 shares 150 $15.4K 0.01% 0 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 201 shares; 2024Q2: 201 shares; 2024Q3: 110 shares; 2024Q4: 110 shares; 2025Q1: 110 shares; 2025Q2: 110 shares; 2025Q3: 110 shares 110 $15.3K 0.01% 0 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; 2023Q4: restricted; 2024Q1: 50 shares; 2024Q2: 50 shares; 2024Q3: 50 shares; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares 50 $14.6K 0.01% 0 Timeline SON SONOCO PRODS CO More: the full row for SONOCO PRODS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 325 shares; 2024Q3: 325 shares; 2024Q4: 325 shares; 2025Q1: 325 shares; 2025Q2: 325 shares; 2025Q3: 325 shares 325 $14K 0.01% 0 Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 272 shares; 2024Q2: 272 shares; 2024Q3: 272 shares; 2024Q4: 272 shares; 2025Q1: 272 shares; 2025Q2: 272 shares; 2025Q3: 272 shares 272 $13.3K 0.01% 0 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 240 shares; 2024Q2: 290 shares; 2024Q3: 290 shares; 2024Q4: 140 shares; 2025Q1: 140 shares; 2025Q2: 90 shares; 2025Q3: 90 shares 90 $12.6K 0.01% 0 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; 2023Q4: restricted; 2024Q1: 575 shares; 2024Q2: 475 shares; 2024Q3: 75 shares; 2024Q4: 75 shares; 2025Q1: 75 shares; 2025Q2: 75 shares; 2025Q3: 75 shares 75 $12.2K 0.01% 0 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 200 shares; 2024Q2: 200 shares; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares 200 $11.9K 0.01% 0 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 400 shares; 2024Q2: 400 shares; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares 200 $11.9K 0.01% 0 Timeline EXAS EXACT SCIENCES CORP More: the full row for EXACT SCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 200 shares; 2024Q2: 200 shares; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares 200 $10.9K <0.01% 0 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 69 shares; 2024Q2: 69 shares; 2024Q3: 69 shares; 2024Q4: 69 shares; 2025Q1: 69 shares; 2025Q2: 69 shares; 2025Q3: 69 shares 69 $10.1K <0.01% 0 Timeline WING WINGSTOP INC More: the full row for WINGSTOP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 40 shares; 2024Q2: 40 shares; 2024Q3: 40 shares; 2024Q4: 40 shares; 2025Q1: 40 shares; 2025Q2: 40 shares; 2025Q3: 40 shares 40 $10.1K <0.01% 0 Timeline RVT ROYCE SMALL CAP TRUST INC More: the full row for ROYCE SMALL CAP TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 600 shares; 2024Q2: 600 shares; 2024Q3: 600 shares; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares 600 $9.68K <0.01% 0 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; 2023Q4: restricted; 2024Q1: 55 shares; 2024Q2: 33 shares; 2024Q3: 33 shares; 2024Q4: 33 shares; 2025Q1: 33 shares; 2025Q2: 33 shares; 2025Q3: 33 shares 33 $9.51K <0.01% 0 Timeline ARE ALEXANDRIA REAL ESTATE EQ IN More: the full row for ALEXANDRIA REAL ESTATE EQ IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 109 shares; 2024Q3: 109 shares; 2024Q4: 109 shares; 2025Q1: 109 shares; 2025Q2: 109 shares; 2025Q3: 109 shares 109 $9.08K <0.01% 0 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 25 shares; 2024Q2: 25 shares; 2024Q3: 25 shares; 2024Q4: 25 shares; 2025Q1: 25 shares; 2025Q2: 25 shares; 2025Q3: 25 shares 25 $8.44K <0.01% 0 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 102 shares; 2024Q2: 102 shares; 2024Q3: 102 shares; 2024Q4: 102 shares; 2025Q1: 110 shares; 2025Q2: 102 shares; 2025Q3: 102 shares 102 $7.66K <0.01% 0 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 325 shares; 2024Q3: 325 shares; 2024Q4: 325 shares; 2025Q1: 358 shares; 2025Q2: 325 shares; 2025Q3: 325 shares 325 $7.45K <0.01% 0 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 28 shares; 2024Q2: 28 shares; 2024Q3: 28 shares; 2024Q4: 28 shares; 2025Q1: 28 shares; 2025Q2: 28 shares; 2025Q3: 28 shares 28 $7.18K <0.01% 0 Timeline EOS EATON VANCE ENHANCED EQUITY More: the full row for EATON VANCE ENHANCED EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 300 shares; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: not reported; 2025Q2: 300 shares; 2025Q3: 300 shares 300 $7.18K <0.01% 0 Timeline PHG KONINKLIJKE PHILIPS N V More: the full row for KONINKLIJKE PHILIPS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 238 shares; 2024Q2: 246 shares; 2024Q3: 246 shares; 2024Q4: 246 shares; 2025Q1: 246 shares; 2025Q2: 256 shares; 2025Q3: 256 shares 256 $6.98K <0.01% 0 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 400 shares; 2024Q2: 200 shares; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares 200 $6.38K <0.01% 0 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 100 shares; 2024Q2: 100 shares; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares 100 $6.3K <0.01% 0 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 317 shares; 2024Q2: 317 shares; 2024Q3: 317 shares; 2024Q4: 317 shares; 2025Q1: 317 shares; 2025Q2: 317 shares; 2025Q3: 317 shares 317 $5.93K <0.01% 0 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 1,050 shares; 2024Q2: 350 shares; 2024Q3: 350 shares; 2024Q4: 350 shares; 2025Q1: 350 shares; 2025Q2: 350 shares; 2025Q3: 100 shares 100 $5.67K <0.01% -250 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 275 shares; 2024Q2: 275 shares; 2024Q3: 275 shares; 2024Q4: 275 shares; 2025Q1: 275 shares; 2025Q2: 275 shares; 2025Q3: 275 shares 275 $5.56K <0.01% 0 Timeline NSA NATIONAL STORAGE AFFILIATES More: the full row for NATIONAL STORAGE AFFILIATES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 700 shares; 2024Q3: 180 shares; 2024Q4: 180 shares; 2025Q1: not reported; 2025Q2: 180 shares; 2025Q3: 180 shares 180 $5.44K <0.01% 0 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 9 shares; 2024Q3: 9 shares; 2024Q4: 9 shares; 2025Q1: 9 shares; 2025Q2: 9 shares; 2025Q3: 9 shares 9 $5.09K <0.01% 0 Timeline SUI SUN CMNTYS INC More: the full row for SUN CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 324 shares; 2024Q3: 254 shares; 2024Q4: 254 shares; 2025Q1: 239 shares; 2025Q2: 239 shares; 2025Q3: 39 shares 39 $5.03K <0.01% -200 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 500 shares; 2024Q2: 500 shares; 2024Q3: 1,100 shares; 2024Q4: 1,100 shares; 2025Q1: 1,100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares 100 $4.72K <0.01% 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; 2023Q4: restricted; 2024Q1: 455 shares; 2024Q2: 455 shares; 2024Q3: 455 shares; 2024Q4: 455 shares; 2025Q1: 175 shares; 2025Q2: 175 shares; 2025Q3: 175 shares 175 $3.98K <0.01% 0 Timeline RAL RALLIANT CORP More: the full row for RALLIANT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 90 shares 90 $3.94K <0.01% new Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 150 shares; 2024Q2: 150 shares; 2024Q3: 2,650 shares; 2024Q4: 2,650 shares; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: 150 shares 150 $3.91K <0.01% 0 Timeline KD KYNDRYL HLDGS INC More: the full row for KYNDRYL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 170 shares; 2024Q2: 170 shares; 2024Q3: 170 shares; 2024Q4: 145 shares; 2025Q1: 165 shares; 2025Q2: 125 shares; 2025Q3: 125 shares 125 $3.75K <0.01% 0 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 87 shares; 2024Q2: 87 shares; 2024Q3: 87 shares; 2024Q4: 37 shares; 2025Q1: 37 shares; 2025Q2: 37 shares; 2025Q3: 37 shares 37 $3.51K <0.01% 0 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 369 shares; 2024Q2: 361 shares; 2024Q3: 284 shares; 2024Q4: 177 shares; 2025Q1: 127 shares; 2025Q2: 45 shares; 2025Q3: 29 shares 29 $3.09K <0.01% -16 Timeline TEVA TEVA PHARMACEUTICAL INDS LTD More: the full row for TEVA PHARMACEUTICAL INDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 150 shares; 2024Q2: 150 shares; 2024Q3: 150 shares; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: 150 shares 150 $3.03K <0.01% 0 Timeline AUR AURORA INNOVATION INC More: the full row for AURORA INNOVATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 500 shares 500 $2.69K <0.01% new Timeline FMC FMC CORP More: the full row for FMC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 154 shares; 2024Q2: 229 shares; 2024Q3: 75 shares; 2024Q4: 75 shares; 2025Q1: 75 shares; 2025Q2: 75 shares; 2025Q3: 75 shares 75 $2.52K <0.01% 0 Timeline AVTR AVANTOR INC More: the full row for AVANTOR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 200 shares; 2024Q2: 200 shares; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares 200 $2.5K <0.01% 0 Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 570 shares; 2024Q3: 525 shares; 2024Q4: 525 shares; 2025Q1: 25 shares; 2025Q2: 25 shares; 2025Q3: 25 shares 25 $2.22K <0.01% 0 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 305 shares; 2024Q3: 305 shares; 2024Q4: 15 shares; 2025Q1: 15 shares; 2025Q2: 15 shares; 2025Q3: 15 shares 15 $2.15K <0.01% 0 Timeline QXO QXO INC More: the full row for QXO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 100 shares 100 $1.91K <0.01% new 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 224 shares; 2024Q3: 224 shares; 2024Q4: 224 shares; 2025Q1: 224 shares; 2025Q2: 224 shares; 2025Q3: 24 shares 24 $1.58K <0.01% -200 Timeline OLN OLIN CORP More: the full row for OLIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 53 shares; 2024Q2: 53 shares; 2024Q3: 53 shares; 2024Q4: 53 shares; 2025Q1: 53 shares; 2025Q2: 53 shares; 2025Q3: 53 shares 53 $1.32K <0.01% 0 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 111 shares; 2024Q4: 111 shares; 2025Q1: 5 shares; 2025Q2: 5 shares; 2025Q3: 5 shares 5 $1.12K <0.01% 0 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 18 shares; 2024Q3: 18 shares; 2024Q4: 18 shares; 2025Q1: 18 shares; 2025Q2: 18 shares; 2025Q3: 18 shares 18 $1.03K <0.01% 0 Timeline LKQ LKQ CORP More: the full row for LKQ CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 331 shares; 2024Q3: 331 shares; 2024Q4: 331 shares; 2025Q1: 331 shares; 2025Q2: 331 shares; 2025Q3: 31 shares 31 $947 <0.01% -300 Timeline CHRD CHORD ENERGY CORPORATION More: the full row for CHORD ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 9 shares; 2024Q3: 9 shares; 2024Q4: 9 shares; 2025Q1: 9 shares; 2025Q2: 9 shares; 2025Q3: 9 shares 9 $894 <0.01% 0 Timeline CPAY CORPAY INC More: the full row for CORPAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 3 shares; 2024Q3: 3 shares; 2024Q4: 3 shares; 2025Q1: 3 shares; 2025Q2: 3 shares; 2025Q3: 3 shares 3 $864 <0.01% 0 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 622 shares; 2024Q3: 622 shares; 2024Q4: 33 shares; 2025Q1: 33 shares; 2025Q2: 33 shares; 2025Q3: 33 shares 33 $812 <0.01% 0 Timeline ABTC AMERICAN BITCOIN CORP. More: the full row for AMERICAN BITCOIN CORP. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 100 shares 100 $674 <0.01% new Timeline COLD AMERICOLD REALTY TRUST INC More: the full row for AMERICOLD REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 925 shares; 2024Q3: 925 shares; 2024Q4: 925 shares; 2025Q1: 925 shares; 2025Q2: 925 shares; 2025Q3: 52 shares 52 $636 <0.01% -873 Timeline IPGP IPG PHOTONICS CORP More: the full row for IPG PHOTONICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 8 shares; 2024Q2: 8 shares; 2024Q3: 8 shares; 2024Q4: 8 shares; 2025Q1: 8 shares; 2025Q2: 8 shares; 2025Q3: 8 shares 8 $634 <0.01% 0 Timeline VECO VEECO INSTRS INC DEL More: the full row for VEECO INSTRS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 20 shares; 2024Q2: 20 shares; 2024Q3: 20 shares; 2024Q4: 20 shares; 2025Q1: not reported; 2025Q2: 20 shares; 2025Q3: 20 shares 20 $609 <0.01% 0 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 3 shares; 2024Q2: 3 shares; 2024Q3: 3 shares; 2024Q4: 3 shares; 2025Q1: 4 shares; 2025Q2: 3 shares; 2025Q3: 3 shares 3 $601 <0.01% 0 Timeline ZIMVIE INC ZIMVIE INC More: the full row for ZIMVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 99 shares; 2024Q2: 99 shares; 2024Q3: 64 shares; 2024Q4: 44 shares; 2025Q1: 44 shares; 2025Q2: 30 shares; 2025Q3: 30 shares 30 $568 <0.01% 0 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; 2023Q4: restricted; 2024Q1: 396 shares; 2024Q2: 5 shares; 2024Q3: 5 shares; 2024Q4: 5 shares; 2025Q1: 5 shares; 2025Q2: 5 shares; 2025Q3: 6 shares 6 $368 <0.01% +1 Timeline AZTA AZENTA INC More: the full row for AZENTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 11 shares; 2024Q2: 11 shares; 2024Q3: 11 shares; 2024Q4: 11 shares; 2025Q1: 11 shares; 2025Q2: 11 shares; 2025Q3: 11 shares 11 $316 <0.01% 0 Timeline GRAL GRAIL INC More: the full row for GRAIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 13 shares; 2024Q3: 13 shares; 2024Q4: 5 shares; 2025Q1: 5 shares; 2025Q2: 5 shares; 2025Q3: 5 shares 5 $296 <0.01% 0 Timeline BHF BRIGHTHOUSE FINL INC More: the full row for BRIGHTHOUSE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 4 shares; 2024Q2: 4 shares; 2024Q3: 4 shares; 2024Q4: 4 shares; 2025Q1: 4 shares; 2025Q2: 4 shares; 2025Q3: 4 shares 4 $212 <0.01% 0 Timeline EMBC EMBECTA CORP More: the full row for EMBECTA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 54 shares; 2024Q2: 54 shares; 2024Q3: 53 shares; 2024Q4: 48 shares; 2025Q1: 48 shares; 2025Q2: 8 shares; 2025Q3: 8 shares 8 $113 <0.01% 0 Timeline UA UNDER ARMOUR INC More: the full row for UNDER ARMOUR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 1 shares; 2024Q2: 1 shares; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares 1 $5 <0.01% 0 Timeline BLACK TITAN CORP ORD BLACK TITAN CORP ORD More: the full row for BLACK TITAN CORP ORD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 1 shares; 2024Q2: 1 shares; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares 1 $5 <0.01% 0 WALGREENS BOOTS XXX AL… WALGREENS BOOTS XXX ALLIANCE… More: the full row for WALGREENS BOOTS XXX ALLIANCE INC CONTINGENT VALUE RIGHT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 500 shares 500 $0 0% new Value filed as zero, left out of ratios.