GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 420,032 shares; 2025Q1: 419,175 shares; 2025Q2: 473,131 shares; 2025Q3: 514,917 shares; 2025Q4: 469,140 shares 469,140 $147M 5.78% -45,777 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 225,147 shares; 2025Q1: 229,957 shares; 2025Q2: 225,534 shares; 2025Q3: 264,492 shares; 2025Q4: 263,155 shares 263,155 $127M 5.01% -1,337 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 357,212 shares; 2025Q1: 342,785 shares; 2025Q2: 321,737 shares; 2025Q3: 313,536 shares; 2025Q4: 295,418 shares 295,418 $117M 4.61% -18,118 Timeline INDB INDEPENDENT BK CORP MASS More: the full row for INDEPENDENT BK CORP MASS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 605,183 shares; 2025Q1: 603,940 shares; 2025Q2: 731,272 shares; 2025Q3: 685,439 shares; 2025Q4: 1,261,622 shares 1,261,622 $92.2M 3.63% +576,183 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 255,865 shares; 2025Q1: 254,350 shares; 2025Q2: 258,599 shares; 2025Q3: 334,934 shares; 2025Q4: 331,382 shares 331,382 $90.1M 3.55% -3,552 Timeline IVOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 802,012 shares; 2025Q1: 800,625 shares; 2025Q2: 812,321 shares; 2025Q3: 805,416 shares; 2025Q4: 811,105 shares 811,105 $81.9M 3.23% +5,689 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 644,614 shares; 2025Q1: 655,551 shares; 2025Q2: 664,755 shares; 2025Q3: 668,629 shares; 2025Q4: 702,651 shares 702,651 $73.1M 2.88% +34,022 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 417,011 shares; 2025Q1: 493,234 shares; 2025Q2: 550,278 shares; 2025Q3: 580,339 shares; 2025Q4: 577,430 shares 577,430 $60.8M 2.39% -2,909 Timeline PANL PANGAEA LOGISTICS SOLUTION L More: the full row for PANGAEA LOGISTICS SOLUTION L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,548,361 shares; 2025Q1: 8,552,689 shares; 2025Q2: 8,552,689 shares; 2025Q3: 8,544,560 shares; 2025Q4: 8,524,560 shares 8,524,560 $58.6M 2.31% -20,000 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 562,493 shares; 2025Q1: 598,446 shares; 2025Q2: 601,543 shares; 2025Q3: 596,579 shares; 2025Q4: 590,514 shares 590,514 $56.2M 2.21% -6,065 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 135,938 shares; 2025Q1: 132,495 shares; 2025Q2: 129,735 shares; 2025Q3: 142,786 shares; 2025Q4: 149,119 shares 149,119 $52.3M 2.06% +6,333 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 284,617 shares; 2025Q1: 310,790 shares; 2025Q2: 338,308 shares; 2025Q3: 353,873 shares; 2025Q4: 361,971 shares 361,971 $52M 2.05% +8,098 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 230,928 shares; 2025Q1: 277,457 shares; 2025Q2: 276,437 shares; 2025Q3: 314,673 shares; 2025Q4: 310,774 shares 310,774 $47.7M 1.88% -3,899 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 32,694 shares; 2025Q1: 32,466 shares; 2025Q2: 34,150 shares; 2025Q3: 143,347 shares; 2025Q4: 235,569 shares 235,569 $43.9M 1.73% +92,222 Timeline SPLB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,586,747 shares; 2025Q1: 1,625,005 shares; 2025Q2: 1,681,304 shares; 2025Q3: 1,697,383 shares; 2025Q4: 1,824,180 shares 1,824,180 $41.2M 1.62% +126,797 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 120,378 shares; 2025Q1: 120,480 shares; 2025Q2: 119,523 shares; 2025Q3: 125,243 shares; 2025Q4: 128,328 shares 128,328 $40.1M 1.58% +3,085 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 61,352 shares; 2025Q1: 60,259 shares; 2025Q2: 58,655 shares; 2025Q3: 66,732 shares; 2025Q4: 67,707 shares 67,707 $38.7M 1.52% +975 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 122,162 shares; 2025Q1: 127,369 shares; 2025Q2: 136,472 shares; 2025Q3: 154,012 shares; 2025Q4: 161,186 shares 161,186 $37.3M 1.47% +7,174 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 273,275 shares; 2025Q1: 282,880 shares; 2025Q2: 285,036 shares; 2025Q3: 299,028 shares; 2025Q4: 306,716 shares 306,716 $36.9M 1.45% +7,688 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 32,059 shares; 2025Q1: 32,786 shares; 2025Q2: 54,525 shares; 2025Q3: 63,992 shares; 2025Q4: 59,133 shares 59,133 $34.3M 1.35% -4,859 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 62,250 shares; 2025Q1: 58,870 shares; 2025Q2: 42,041 shares; 2025Q3: 52,774 shares; 2025Q4: 50,612 shares 50,612 $33.4M 1.32% -2,162 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 332,952 shares; 2025Q1: 332,245 shares; 2025Q2: 349,366 shares; 2025Q3: 386,143 shares; 2025Q4: 378,961 shares 378,961 $30.4M 1.2% -7,182 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 160,694 shares; 2025Q1: 138,171 shares; 2025Q2: 113,510 shares; 2025Q3: 104,844 shares; 2025Q4: 92,124 shares 92,124 $29.7M 1.17% -12,720 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 27,008 shares; 2025Q2: 27,105 shares; 2025Q3: 27,383 shares; 2025Q4: 27,523 shares 27,523 $29.5M 1.16% +140 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 222,835 shares; 2025Q1: 224,888 shares; 2025Q2: 234,361 shares; 2025Q3: 246,326 shares; 2025Q4: 258,771 shares 258,771 $27.2M 1.07% +12,445 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 4,610 shares; 2025Q2: 241,620 shares; 2025Q3: 263,231 shares; 2025Q4: 269,972 shares 269,972 $27M 1.06% +6,741 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 112,764 shares; 2025Q1: 106,232 shares; 2025Q2: 97,633 shares; 2025Q3: 99,505 shares; 2025Q4: 119,208 shares 119,208 $26.6M 1.05% +19,703 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 36,323 shares; 2025Q1: 37,984 shares; 2025Q2: 37,030 shares; 2025Q3: 37,230 shares; 2025Q4: 38,431 shares 38,431 $25.5M 1% +1,201 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 119,248 shares; 2025Q1: 124,476 shares; 2025Q2: 137,571 shares; 2025Q3: 141,912 shares; 2025Q4: 146,294 shares 146,294 $25.4M 1% +4,382 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 106,411 shares; 2025Q1: 105,120 shares; 2025Q2: 104,486 shares; 2025Q3: 120,693 shares; 2025Q4: 127,647 shares 127,647 $24.9M 0.98% +6,954 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 195,514 shares; 2025Q1: 247,648 shares; 2025Q2: 338,789 shares; 2025Q3: 358,886 shares; 2025Q4: 381,734 shares 381,734 $24.3M 0.96% +22,848 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 222,422 shares; 2025Q1: 234,849 shares; 2025Q2: 236,001 shares; 2025Q3: 233,545 shares; 2025Q4: 231,657 shares 231,657 $23.7M 0.93% -1,888 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 107,838 shares; 2025Q1: 110,521 shares; 2025Q2: 106,671 shares; 2025Q3: 127,652 shares; 2025Q4: 141,259 shares 141,259 $22.9M 0.9% +13,607 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 68,470 shares; 2025Q1: 69,647 shares; 2025Q2: 74,181 shares; 2025Q3: 88,048 shares; 2025Q4: 84,399 shares 84,399 $22.6M 0.89% -3,649 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 595 shares; 2025Q1: 873 shares; 2025Q2: 767 shares; 2025Q3: 770 shares; 2025Q4: 64,308 shares 64,308 $22.5M 0.89% +63,538 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 285,774 shares; 2025Q1: 234,111 shares; 2025Q2: 245,376 shares; 2025Q3: 247,440 shares; 2025Q4: 262,937 shares 262,937 $22.1M 0.87% +15,497 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 31,198 shares; 2025Q1: 29,706 shares; 2025Q2: 28,934 shares; 2025Q3: 345,463 shares; 2025Q4: 334,156 shares 334,156 $22.1M 0.87% -11,307 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 262,561 shares; 2025Q1: 264,955 shares; 2025Q2: 447,139 shares; 2025Q3: 490,844 shares; 2025Q4: 542,015 shares 542,015 $21.2M 0.84% +51,171 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 110,188 shares; 2025Q1: 107,539 shares; 2025Q2: 107,397 shares; 2025Q3: 102,425 shares; 2025Q4: 100,898 shares 100,898 $20.9M 0.82% -1,527 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,671 shares; 2025Q1: 13,760 shares; 2025Q2: 13,999 shares; 2025Q3: 19,516 shares; 2025Q4: 19,022 shares 19,022 $20.4M 0.8% -494 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 254,646 shares; 2025Q3: 278,026 shares; 2025Q4: 294,898 shares 294,898 $20.1M 0.79% +16,872 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,698 shares; 2025Q1: 10,165 shares; 2025Q2: 77,354 shares; 2025Q3: 89,429 shares; 2025Q4: 99,039 shares 99,039 $19.3M 0.76% +9,610 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,296 shares; 2025Q1: 6,379 shares; 2025Q2: 7,025 shares; 2025Q3: 6,893 shares; 2025Q4: 148,557 shares 148,557 $18.7M 0.74% +141,664 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 427,863 shares; 2025Q1: 430,386 shares; 2025Q2: 431,757 shares; 2025Q3: 448,861 shares; 2025Q4: 456,118 shares 456,118 $18.6M 0.73% +7,257 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 35,994 shares; 2025Q1: 36,535 shares; 2025Q2: 37,015 shares; 2025Q3: 37,595 shares; 2025Q4: 40,457 shares 40,457 $18M 0.71% +2,862 Timeline DBMF IM GLOBAL PARTNER FUNDS More: the full row for IM GLOBAL PARTNER FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 293,140 shares; 2025Q3: 475,948 shares; 2025Q4: 606,018 shares 606,018 $17M 0.67% +130,070 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,412 shares; 2025Q1: 9,523 shares; 2025Q2: 9,523 shares; 2025Q3: 24,733 shares; 2025Q4: 24,788 shares 24,788 $16.9M 0.67% +55 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 45,268 shares; 2025Q1: 45,284 shares; 2025Q2: 44,514 shares; 2025Q3: 48,433 shares; 2025Q4: 49,122 shares 49,122 $15M 0.59% +689 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 53,673 shares; 2025Q1: 53,143 shares; 2025Q2: 52,377 shares; 2025Q3: 54,987 shares; 2025Q4: 55,955 shares 55,955 $14.7M 0.58% +968 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,671 shares; 2025Q1: 15,221 shares; 2025Q2: 14,521 shares; 2025Q3: 65,609 shares; 2025Q4: 63,370 shares 63,370 $14.6M 0.58% -2,239 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 193,283 shares; 2025Q1: 205,732 shares; 2025Q2: 99,310 shares; 2025Q3: 101,597 shares; 2025Q4: 101,670 shares 101,670 $14.6M 0.57% +73 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,060 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 70,548 shares; 2025Q4: 80,559 shares 80,559 $14.3M 0.56% +10,011 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 167,801 shares; 2025Q1: 166,711 shares; 2025Q2: 166,607 shares; 2025Q3: 169,955 shares; 2025Q4: 179,788 shares 179,788 $14.2M 0.56% +9,833 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 53,226 shares; 2025Q1: 69,941 shares; 2025Q2: 51,439 shares; 2025Q3: 49,438 shares; 2025Q4: 97,759 shares 97,759 $14.1M 0.55% +48,321 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 46,071 shares; 2025Q1: 47,151 shares; 2025Q2: 49,849 shares; 2025Q3: 52,590 shares; 2025Q4: 56,909 shares 56,909 $14.1M 0.55% +4,319 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 98,260 shares; 2025Q1: 88,712 shares; 2025Q2: 87,160 shares; 2025Q3: 110,519 shares; 2025Q4: 110,572 shares 110,572 $13.9M 0.55% +53 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 36,023 shares; 2025Q1: 32,872 shares; 2025Q2: 30,888 shares; 2025Q3: 39,046 shares; 2025Q4: 37,985 shares 37,985 $13.1M 0.51% -1,061 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 116,795 shares; 2025Q1: 115,374 shares; 2025Q2: 112,778 shares; 2025Q3: 112,696 shares; 2025Q4: 114,507 shares 114,507 $12.1M 0.48% +1,811 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 115,446 shares; 2025Q1: 108,845 shares; 2025Q2: 104,174 shares; 2025Q3: 108,024 shares; 2025Q4: 103,686 shares 103,686 $11.6M 0.45% -4,338 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,102 shares; 2025Q1: 16,634 shares; 2025Q2: 15,435 shares; 2025Q3: 18,125 shares; 2025Q4: 18,257 shares 18,257 $11.4M 0.45% +132 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 325,281 shares; 2025Q4: 321,278 shares 321,278 $10.5M 0.41% -4,003 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 429,514 shares; 2025Q1: 454,543 shares; 2025Q2: 461,470 shares; 2025Q3: 436,312 shares; 2025Q4: 419,990 shares 419,990 $10.5M 0.41% -16,322 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 208,086 shares; 2025Q1: 169,838 shares; 2025Q2: 159,314 shares; 2025Q3: 148,026 shares; 2025Q4: 149,478 shares 149,478 $10.5M 0.41% +1,452 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 27,704 shares; 2025Q1: 25,815 shares; 2025Q2: 24,631 shares; 2025Q3: 24,286 shares; 2025Q4: 24,155 shares 24,155 $10.3M 0.41% -131 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 47,901 shares; 2025Q1: 40,674 shares; 2025Q2: 39,242 shares; 2025Q3: 32,679 shares; 2025Q4: 32,606 shares 32,606 $10M 0.4% -73 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22,950 shares; 2025Q1: 21,787 shares; 2025Q2: 18,790 shares; 2025Q3: 32,874 shares; 2025Q4: 31,971 shares 31,971 $10M 0.4% -903 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 195,288 shares; 2025Q1: 175,253 shares; 2025Q2: 183,202 shares; 2025Q3: 173,075 shares; 2025Q4: 178,778 shares 178,778 $9.64M 0.38% +5,703 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 131,619 shares; 2025Q1: 119,029 shares; 2025Q2: 116,850 shares; 2025Q3: 103,085 shares; 2025Q4: 104,776 shares 104,776 $9.14M 0.36% +1,691 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 165,412 shares; 2025Q1: 197,182 shares; 2025Q2: 201,562 shares; 2025Q3: 189,185 shares; 2025Q4: 193,816 shares 193,816 $9.01M 0.35% +4,631 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 104,226 shares; 2025Q1: 102,191 shares; 2025Q2: 100,038 shares; 2025Q3: 88,872 shares; 2025Q4: 90,505 shares 90,505 $8.99M 0.35% +1,633 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 27,392 shares; 2025Q1: 29,161 shares; 2025Q2: 26,572 shares; 2025Q3: 22,895 shares; 2025Q4: 22,816 shares 22,816 $8.88M 0.35% -79 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 75,641 shares; 2025Q1: 72,715 shares; 2025Q2: 22,228 shares; 2025Q3: 19,305 shares; 2025Q4: 16,901 shares 16,901 $8.5M 0.33% -2,404 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 72,740 shares; 2025Q1: 71,664 shares; 2025Q2: 68,937 shares; 2025Q3: 63,110 shares; 2025Q4: 63,484 shares 63,484 $8.43M 0.33% +374 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 71,769 shares; 2025Q1: 69,873 shares; 2025Q2: 38,629 shares; 2025Q3: 34,359 shares; 2025Q4: 32,170 shares 32,170 $8.28M 0.33% -2,189 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,570 shares; 2025Q1: 5,464 shares; 2025Q2: 5,392 shares; 2025Q3: 10,826 shares; 2025Q4: 10,830 shares 10,830 $7.42M 0.29% +4 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 31,479 shares; 2025Q1: 29,152 shares; 2025Q2: 27,085 shares; 2025Q3: 50,230 shares; 2025Q4: 47,529 shares 47,529 $7.24M 0.29% -2,701 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 75,338 shares; 2025Q1: 76,510 shares; 2025Q2: 76,335 shares; 2025Q3: 69,541 shares; 2025Q4: 71,352 shares 71,352 $7.2M 0.28% +1,811 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,097 shares; 2025Q1: 866 shares; 2025Q2: 870 shares; 2025Q3: 8,358 shares; 2025Q4: 8,250 shares 8,250 $7.11M 0.28% -108 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 32,484 shares; 2025Q1: 31,794 shares; 2025Q2: 27,555 shares; 2025Q3: 27,141 shares; 2025Q4: 27,395 shares 27,395 $6.26M 0.25% +254 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 82,371 shares; 2025Q1: 81,377 shares; 2025Q2: 78,118 shares; 2025Q3: 77,590 shares; 2025Q4: 79,208 shares 79,208 $5.66M 0.22% +1,618 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 299,311 shares; 2025Q1: 246,555 shares; 2025Q2: 260,294 shares; 2025Q3: 241,662 shares; 2025Q4: 249,384 shares 249,384 $5.56M 0.22% +7,722 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,822 shares; 2025Q1: 5,172 shares; 2025Q2: 4,754 shares; 2025Q3: 10,029 shares; 2025Q4: 9,688 shares 9,688 $5.06M 0.2% -341 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 35,520 shares; 2025Q1: 34,815 shares; 2025Q2: 35,234 shares; 2025Q3: 34,567 shares; 2025Q4: 34,853 shares 34,853 $5M 0.2% +286 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 114,624 shares; 2025Q1: 78,457 shares; 2025Q2: 76,602 shares; 2025Q3: 90,859 shares; 2025Q4: 86,666 shares 86,666 $4.77M 0.19% -4,193 Timeline IXP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 41,411 shares; 2025Q1: 40,123 shares; 2025Q2: 38,781 shares; 2025Q3: 37,096 shares; 2025Q4: 36,165 shares 36,165 $4.38M 0.17% -931 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,095 shares; 2025Q1: 3,694 shares; 2025Q2: 51,595 shares; 2025Q3: 46,497 shares; 2025Q4: 45,367 shares 45,367 $4.14M 0.16% -1,130 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 95,455 shares; 2025Q1: 88,473 shares; 2025Q2: 76,546 shares; 2025Q3: 76,500 shares; 2025Q4: 71,517 shares 71,517 $3.92M 0.15% -4,983 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 57,400 shares; 2025Q4: 59,982 shares 59,982 $3.75M 0.15% +2,582 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,590 shares; 2025Q3: 21,684 shares; 2025Q4: 20,285 shares 20,285 $3.74M 0.15% -1,399 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,336 shares; 2025Q1: 6,081 shares; 2025Q2: 9,156 shares; 2025Q3: 20,245 shares; 2025Q4: 19,698 shares 19,698 $3.61M 0.14% -547 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,259 shares; 2025Q1: 1,269 shares; 2025Q2: 1,313 shares; 2025Q3: 10,548 shares; 2025Q4: 10,636 shares 10,636 $3.58M 0.14% +88 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 32,574 shares; 2025Q1: 33,009 shares; 2025Q2: 25,041 shares; 2025Q3: 63,290 shares; 2025Q4: 64,750 shares 64,750 $3.48M 0.14% +1,460 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22,624 shares; 2025Q1: 23,525 shares; 2025Q2: 23,749 shares; 2025Q3: 34,851 shares; 2025Q4: 34,939 shares 34,939 $3.36M 0.13% +88 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 599 shares; 2025Q1: not reported; 2025Q2: 1,049 shares; 2025Q3: 13,066 shares; 2025Q4: 12,263 shares 12,263 $3.25M 0.13% -803 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,597 shares; 2025Q1: 3,042 shares; 2025Q2: 3,726 shares; 2025Q3: 10,174 shares; 2025Q4: 8,944 shares 8,944 $3.1M 0.12% -1,230 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 36,651 shares 36,651 $3.04M 0.12% new Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,537 shares; 2025Q1: 15,315 shares; 2025Q2: 15,383 shares; 2025Q3: 15,383 shares; 2025Q4: 15,383 shares 15,383 $3M 0.12% 0 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 48,567 shares; 2025Q1: 35,975 shares; 2025Q2: 34,912 shares; 2025Q3: 33,591 shares; 2025Q4: 65,940 shares 65,940 $2.95M 0.12% +32,349 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,836 shares; 2025Q4: 10,707 shares 10,707 $2.9M 0.11% -129 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 50,702 shares; 2025Q1: 37,360 shares; 2025Q2: 36,121 shares; 2025Q3: 31,988 shares; 2025Q4: 33,188 shares 33,188 $2.84M 0.11% +1,200 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,622 shares; 2025Q1: 2,058 shares; 2025Q2: not reported; 2025Q3: 33,583 shares; 2025Q4: 26,600 shares 26,600 $2.66M 0.1% -6,983 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,799 shares; 2025Q1: 10,102 shares; 2025Q2: 9,865 shares; 2025Q3: 11,854 shares; 2025Q4: 8,942 shares 8,942 $2.65M 0.1% -2,912 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,810 shares; 2025Q1: 1,560 shares; 2025Q2: 1,560 shares; 2025Q3: 5,889 shares; 2025Q4: 5,502 shares 5,502 $2.6M 0.1% -387 Timeline EPS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 42,246 shares; 2025Q1: 38,381 shares; 2025Q2: 37,404 shares; 2025Q3: 36,378 shares; 2025Q4: 36,230 shares 36,230 $2.57M 0.1% -148 Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 327,741 shares; 2025Q4: 32,087 shares 32,087 $2.38M 0.09% -295,654 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,950 shares; 2025Q1: 4,352 shares; 2025Q2: 3,765 shares; 2025Q3: 3,765 shares; 2025Q4: 3,768 shares 3,768 $2.16M 0.08% +3 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 26,548 shares; 2025Q1: 25,702 shares; 2025Q2: 21,928 shares; 2025Q3: 22,186 shares; 2025Q4: 23,556 shares 23,556 $2.08M 0.08% +1,370 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,443 shares; 2025Q1: 914 shares; 2025Q2: 1,339 shares; 2025Q3: 12,073 shares; 2025Q4: 11,183 shares 11,183 $2.07M 0.08% -890 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,248 shares; 2025Q1: 4,172 shares; 2025Q2: 3,480 shares; 2025Q3: 6,919 shares; 2025Q4: 7,025 shares 7,025 $2.04M 0.08% +106 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,865 shares; 2025Q1: 13,219 shares; 2025Q2: 13,149 shares; 2025Q3: 13,052 shares; 2025Q4: 12,166 shares 12,166 $1.95M 0.08% -886 Timeline FMHI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 56,931 shares; 2025Q1: 53,463 shares; 2025Q2: 47,519 shares; 2025Q3: 36,992 shares; 2025Q4: 36,992 shares 36,992 $1.77M 0.07% 0 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 34,724 shares; 2025Q4: 34,422 shares 34,422 $1.75M 0.07% -302 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,274 shares; 2025Q1: 9,375 shares; 2025Q2: 7,915 shares; 2025Q3: 16,215 shares; 2025Q4: 15,288 shares 15,288 $1.74M 0.07% -927 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,860 shares; 2025Q1: 5,633 shares; 2025Q2: 5,158 shares; 2025Q3: 4,982 shares; 2025Q4: 4,656 shares 4,656 $1.72M 0.07% -326 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 32,226 shares; 2025Q1: 31,922 shares; 2025Q2: 31,134 shares; 2025Q3: 31,134 shares; 2025Q4: 31,361 shares 31,361 $1.72M 0.07% +227 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 59,744 shares; 2025Q1: 64,724 shares; 2025Q2: 77,979 shares; 2025Q3: 83,066 shares; 2025Q4: 6,163 shares 6,163 $1.7M 0.07% -76,903 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 63,169 shares; 2025Q4: 45,416 shares 45,416 $1.68M 0.07% -17,753 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,452 shares; 2025Q1: 7,700 shares; 2025Q2: 4,660 shares; 2025Q3: 8,267 shares; 2025Q4: 7,330 shares 7,330 $1.68M 0.07% -937 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,489 shares; 2025Q1: 8,448 shares; 2025Q2: 7,799 shares; 2025Q3: 7,501 shares; 2025Q4: 10,534 shares 10,534 $1.63M 0.06% +3,033 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,948 shares; 2025Q4: 8,956 shares 8,956 $1.57M 0.06% -2,992 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,138 shares; 2025Q1: 7,160 shares; 2025Q2: 6,531 shares; 2025Q3: 20,497 shares; 2025Q4: 20,179 shares 20,179 $1.55M 0.06% -318 Timeline OIH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,699 shares; 2025Q1: 5,930 shares; 2025Q2: 5,588 shares; 2025Q3: 5,589 shares; 2025Q4: 5,324 shares 5,324 $1.52M 0.06% -265 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,129 shares; 2025Q1: 8,949 shares; 2025Q2: 8,398 shares; 2025Q3: 8,330 shares; 2025Q4: 9,758 shares 9,758 $1.51M 0.06% +1,428 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,736 shares; 2025Q4: 3,808 shares 3,808 $1.46M 0.06% +72 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,603 shares; 2025Q1: 11,366 shares; 2025Q2: 11,411 shares; 2025Q3: 11,302 shares; 2025Q4: 12,110 shares 12,110 $1.46M 0.06% +808 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,284 shares; 2025Q1: 6,284 shares; 2025Q2: 5,312 shares; 2025Q3: 5,666 shares; 2025Q4: 6,525 shares 6,525 $1.43M 0.06% +859 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,925 shares; 2025Q3: 6,491 shares; 2025Q4: 6,516 shares 6,516 $1.4M 0.05% +25 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 55,424 shares; 2025Q1: 65,833 shares; 2025Q2: 66,002 shares; 2025Q3: 65,378 shares; 2025Q4: 51,452 shares 51,452 $1.39M 0.05% -13,926 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 28,404 shares; 2025Q4: 27,960 shares 27,960 $1.37M 0.05% -444 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,125 shares; 2025Q1: 2,125 shares; 2025Q2: 2,125 shares; 2025Q3: 9,329 shares; 2025Q4: 8,853 shares 8,853 $1.36M 0.05% -476 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,833 shares; 2025Q1: 1,833 shares; 2025Q2: 1,828 shares; 2025Q3: 1,828 shares; 2025Q4: 1,804 shares 1,804 $1.36M 0.05% -24 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,688 shares; 2025Q1: 13,081 shares; 2025Q2: 12,678 shares; 2025Q3: 35,546 shares; 2025Q4: 16,163 shares 16,163 $1.34M 0.05% -19,383 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,925 shares; 2025Q1: 2,679 shares; 2025Q2: 3,006 shares; 2025Q3: 3,792 shares; 2025Q4: 3,584 shares 3,584 $1.26M 0.05% -208 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,484 shares; 2025Q1: 7,863 shares; 2025Q2: 7,624 shares; 2025Q3: 6,457 shares; 2025Q4: 11,219 shares 11,219 $1.26M 0.05% +4,762 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,168 shares; 2025Q1: 5,145 shares; 2025Q2: 4,840 shares; 2025Q3: 4,840 shares; 2025Q4: 5,203 shares 5,203 $1.25M 0.05% +363 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,720 shares; 2025Q1: 10,446 shares; 2025Q2: 10,499 shares; 2025Q3: 9,965 shares; 2025Q4: 5,810 shares 5,810 $1.21M 0.05% -4,155 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,873 shares; 2025Q1: 2,873 shares; 2025Q2: 2,082 shares; 2025Q3: 2,082 shares; 2025Q4: 2,371 shares 2,371 $1.21M 0.05% +289 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,690 shares; 2025Q1: 1,790 shares; 2025Q2: 1,685 shares; 2025Q3: 1,772 shares; 2025Q4: 1,933 shares 1,933 $1.19M 0.05% +161 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 330,129 shares; 2025Q1: 370,875 shares; 2025Q2: 421,271 shares; 2025Q3: 477,023 shares; 2025Q4: 30,718 shares 30,718 $1.18M 0.05% -446,305 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,380 shares; 2025Q1: 15,392 shares; 2025Q2: 15,595 shares; 2025Q3: 15,380 shares; 2025Q4: 11,395 shares 11,395 $1.17M 0.05% -3,985 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,802 shares; 2025Q1: 6,802 shares; 2025Q2: 6,577 shares; 2025Q3: 6,660 shares; 2025Q4: 25,479 shares 25,479 $1.16M 0.05% +18,819 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,531 shares; 2025Q1: 4,061 shares; 2025Q2: 3,956 shares; 2025Q3: 3,675 shares; 2025Q4: 3,537 shares 3,537 $1.15M 0.05% -138 Timeline IYE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 25,007 shares; 2025Q1: 24,417 shares; 2025Q2: 24,009 shares; 2025Q3: 24,009 shares; 2025Q4: 23,409 shares 23,409 $1.11M 0.04% -600 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,601 shares; 2025Q1: 1,601 shares; 2025Q2: 1,601 shares; 2025Q3: 1,597 shares; 2025Q4: 1,831 shares 1,831 $1.1M 0.04% +234 Timeline FDUS FIDUS INVT CORP More: the full row for FIDUS INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 55,912 shares; 2025Q4: 55,912 shares 55,912 $1.08M 0.04% 0 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,751 shares; 2025Q1: 7,020 shares; 2025Q2: 6,668 shares; 2025Q3: 6,646 shares; 2025Q4: 6,664 shares 6,664 $1.07M 0.04% +18 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,219 shares; 2025Q1: 13,316 shares; 2025Q2: 13,252 shares; 2025Q3: 13,981 shares; 2025Q4: 10,561 shares 10,561 $1.05M 0.04% -3,420 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,224 shares; 2025Q1: 10,224 shares; 2025Q2: 9,977 shares; 2025Q3: 11,861 shares; 2025Q4: 9,491 shares 9,491 $1.05M 0.04% -2,370 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,160 shares; 2025Q1: 2,071 shares; 2025Q2: 2,472 shares; 2025Q3: 5,257 shares; 2025Q4: 4,818 shares 4,818 $1.05M 0.04% -439 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,850 shares; 2025Q1: 9,850 shares; 2025Q2: 9,850 shares; 2025Q3: 9,700 shares; 2025Q4: 11,022 shares 11,022 $1.03M 0.04% +1,322 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,257 shares; 2025Q1: 8,257 shares; 2025Q2: 8,257 shares; 2025Q3: 8,257 shares; 2025Q4: 7,757 shares 7,757 $1M 0.04% -500 Timeline KBWB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,451 shares; 2025Q1: 16,585 shares; 2025Q2: 15,335 shares; 2025Q3: 13,158 shares; 2025Q4: 11,734 shares 11,734 $989K 0.04% -1,424 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,710 shares; 2025Q1: 4,498 shares; 2025Q2: 4,437 shares; 2025Q3: 5,836 shares; 2025Q4: 5,829 shares 5,829 $949K 0.04% -7 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,725 shares; 2025Q4: 16,371 shares 16,371 $930K 0.04% -1,354 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 23,769 shares; 2025Q1: 24,169 shares; 2025Q2: 24,012 shares; 2025Q3: 23,637 shares; 2025Q4: 17,196 shares 17,196 $918K 0.04% -6,441 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,233 shares; 2025Q1: 5,689 shares; 2025Q2: 6,951 shares; 2025Q3: 23,230 shares; 2025Q4: 17,027 shares 17,027 $917K 0.04% -6,203 Timeline MLRG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,040 shares; 2025Q1: 9,895 shares; 2025Q2: 9,895 shares; 2025Q3: 9,840 shares; 2025Q4: 9,679 shares 9,679 $914K 0.04% -161 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,684 shares; 2025Q1: 10,684 shares; 2025Q2: 10,684 shares; 2025Q3: 10,684 shares; 2025Q4: 10,684 shares 10,684 $876K 0.03% 0 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22,173 shares; 2025Q1: 21,153 shares; 2025Q2: 19,160 shares; 2025Q3: 12,306 shares; 2025Q4: 10,000 shares 10,000 $874K 0.03% -2,306 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 32,439 shares; 2025Q1: 32,144 shares; 2025Q2: 32,138 shares; 2025Q3: 35,243 shares; 2025Q4: 35,064 shares 35,064 $871K 0.03% -179 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 79,442 shares; 2025Q1: 80,631 shares; 2025Q2: 83,378 shares; 2025Q3: 4,283 shares; 2025Q4: 2,604 shares 2,604 $860K 0.03% -1,679 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,781 shares; 2025Q1: 16,084 shares; 2025Q2: 14,639 shares; 2025Q3: 14,605 shares; 2025Q4: 8,898 shares 8,898 $855K 0.03% -5,707 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,684 shares; 2025Q1: 3,487 shares; 2025Q2: 3,411 shares; 2025Q3: 7,901 shares; 2025Q4: 7,212 shares 7,212 $849K 0.03% -689 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,122 shares; 2025Q4: 8,969 shares 8,969 $845K 0.03% +1,847 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,109 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,716 shares; 2025Q4: 2,616 shares 2,616 $833K 0.03% -100 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,440 shares; 2025Q1: 9,342 shares; 2025Q2: 9,295 shares; 2025Q3: 9,295 shares; 2025Q4: 9,295 shares 9,295 $829K 0.03% 0 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,626 shares; 2025Q4: 2,441 shares 2,441 $824K 0.03% -185 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,641 shares; 2025Q1: 6,848 shares; 2025Q2: 6,801 shares; 2025Q3: 6,799 shares; 2025Q4: 6,902 shares 6,902 $824K 0.03% +103 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,800 shares; 2025Q4: 4,800 shares 4,800 $818K 0.03% 0 Timeline EBC EASTERN BANKSHARES INC More: the full row for EASTERN BANKSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 24,868 shares; 2025Q1: 24,868 shares; 2025Q2: 26,868 shares; 2025Q3: 38,730 shares; 2025Q4: 43,443 shares 43,443 $801K 0.03% +4,713 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,389 shares; 2025Q1: 3,873 shares; 2025Q2: 2,878 shares; 2025Q3: 3,488 shares; 2025Q4: 10,109 shares 10,109 $785K 0.03% +6,621 Timeline VCLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,029 shares; 2025Q1: 9,859 shares; 2025Q2: 9,903 shares; 2025Q3: 9,903 shares; 2025Q4: 10,323 shares 10,323 $783K 0.03% +420 Timeline SJNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 30,273 shares; 2025Q1: 30,191 shares; 2025Q2: 30,132 shares; 2025Q3: 30,132 shares; 2025Q4: 30,264 shares 30,264 $766K 0.03% +132 Timeline MLPA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22,430 shares; 2025Q1: 16,614 shares; 2025Q2: 15,988 shares; 2025Q3: 15,907 shares; 2025Q4: 15,739 shares 15,739 $762K 0.03% -168 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,270 shares; 2025Q1: 6,662 shares; 2025Q2: 6,662 shares; 2025Q3: 6,662 shares; 2025Q4: 6,662 shares 6,662 $759K 0.03% 0 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1 shares; 2025Q4: 1 shares 1 $755K 0.03% 0 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,186 shares; 2025Q1: 3,286 shares; 2025Q2: 3,222 shares; 2025Q3: 3,377 shares; 2025Q4: 2,159 shares 2,159 $744K 0.03% -1,218 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,520 shares; 2025Q1: 6,680 shares; 2025Q2: 6,145 shares; 2025Q3: 5,556 shares; 2025Q4: 5,505 shares 5,505 $744K 0.03% -51 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,308 shares; 2025Q1: 1,308 shares; 2025Q2: 1,308 shares; 2025Q3: 1,474 shares; 2025Q4: 1,535 shares 1,535 $742K 0.03% +61 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,471 shares; 2025Q4: 2,875 shares 2,875 $742K 0.03% +404 Timeline HRB BLOCK H & R INC More: the full row for BLOCK H & R INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,866 shares; 2025Q1: 16,866 shares; 2025Q2: 16,866 shares; 2025Q3: 16,866 shares; 2025Q4: 16,866 shares 16,866 $735K 0.03% 0 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,985 shares; 2025Q1: 15,136 shares; 2025Q2: 15,124 shares; 2025Q3: 15,021 shares; 2025Q4: 10,119 shares 10,119 $734K 0.03% -4,902 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,883 shares; 2025Q1: 5,545 shares; 2025Q2: 5,271 shares; 2025Q3: 5,418 shares; 2025Q4: 5,310 shares 5,310 $727K 0.03% -108 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 735 shares; 2025Q4: 2,439 shares 2,439 $701K 0.03% +1,704 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,624 shares; 2025Q4: 2,312 shares 2,312 $683K 0.03% -2,312 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,670 shares; 2025Q1: 2,460 shares; 2025Q2: 2,460 shares; 2025Q3: 2,260 shares; 2025Q4: 2,260 shares 2,260 $683K 0.03% 0 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 24,858 shares; 2025Q1: 19,885 shares; 2025Q2: 15,552 shares; 2025Q3: 14,191 shares; 2025Q4: 14,070 shares 14,070 $680K 0.03% -121 Timeline QUS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,940 shares; 2025Q4: 3,882 shares 3,882 $676K 0.03% -58 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,378 shares; 2025Q1: 1,760 shares; 2025Q2: 1,772 shares; 2025Q3: 2,602 shares; 2025Q4: 1,912 shares 1,912 $669K 0.03% -690 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,943 shares; 2025Q1: 9,746 shares; 2025Q2: 8,811 shares; 2025Q3: 8,811 shares; 2025Q4: 7,767 shares 7,767 $666K 0.03% -1,044 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,796 shares; 2025Q1: 1,761 shares; 2025Q2: 1,752 shares; 2025Q3: 1,752 shares; 2025Q4: 2,147 shares 2,147 $666K 0.03% +395 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,236 shares 8,236 $665K 0.03% new Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 881 shares; 2025Q1: not reported; 2025Q2: 930 shares; 2025Q3: 1,552 shares; 2025Q4: 1,463 shares 1,463 $658K 0.03% -89 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,940 shares; 2025Q1: 1,940 shares; 2025Q2: 1,940 shares; 2025Q3: 3,104 shares; 2025Q4: 3,104 shares 3,104 $653K 0.03% 0 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,895 shares; 2025Q1: 4,796 shares; 2025Q2: 4,787 shares; 2025Q3: 4,594 shares; 2025Q4: 4,588 shares 4,588 $647K 0.03% -6 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,747 shares; 2025Q3: 15,508 shares; 2025Q4: 10,669 shares 10,669 $640K 0.03% -4,839 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,121 shares; 2025Q1: 3,106 shares; 2025Q2: 3,106 shares; 2025Q3: 3,106 shares; 2025Q4: 3,118 shares 3,118 $632K 0.02% +12 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,808 shares; 2025Q1: 11,668 shares; 2025Q2: 12,139 shares; 2025Q3: 11,822 shares; 2025Q4: 8,323 shares 8,323 $618K 0.02% -3,499 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,796 shares 6,796 $608K 0.02% new Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,912 shares; 2025Q4: 4,610 shares 4,610 $600K 0.02% +698 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3,560 shares; 2025Q2: not reported; 2025Q3: 2,640 shares; 2025Q4: 3,400 shares 3,400 $582K 0.02% +760 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 4,998 shares; 2025Q2: 4,914 shares; 2025Q3: 4,862 shares; 2025Q4: 3,189 shares 3,189 $580K 0.02% -1,673 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,633 shares; 2025Q4: 9,873 shares 9,873 $578K 0.02% +1,240 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22,923 shares; 2025Q1: 18,298 shares; 2025Q2: 16,363 shares; 2025Q3: 14,588 shares; 2025Q4: 19,347 shares 19,347 $578K 0.02% +4,759 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,409 shares; 2025Q1: 18,365 shares; 2025Q2: 16,789 shares; 2025Q3: 10,556 shares; 2025Q4: 12,251 shares 12,251 $577K 0.02% +1,695 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,561 shares; 2025Q1: 16,412 shares; 2025Q2: 16,221 shares; 2025Q3: 15,962 shares; 2025Q4: 9,823 shares 9,823 $565K 0.02% -6,139 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 138 shares; 2025Q3: 134 shares; 2025Q4: 105 shares 105 $562K 0.02% -29 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,486 shares; 2025Q1: 6,378 shares; 2025Q2: 2,383 shares; 2025Q3: 1,781 shares; 2025Q4: 4,630 shares 4,630 $553K 0.02% +2,849 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,450 shares; 2025Q1: 8,677 shares; 2025Q2: 8,203 shares; 2025Q3: 8,410 shares; 2025Q4: 5,649 shares 5,649 $552K 0.02% -2,761 Timeline BHB BAR HBR BANKSHARES More: the full row for BAR HBR BANKSHARES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,066 shares; 2025Q4: 17,766 shares 17,766 $552K 0.02% +2,700 Timeline JMEE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,455 shares; 2025Q1: 10,212 shares; 2025Q2: 9,731 shares; 2025Q3: 9,256 shares; 2025Q4: 8,546 shares 8,546 $550K 0.02% -710 Timeline TRU TRANSUNION More: the full row for TRANSUNION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,400 shares; 2025Q4: 6,400 shares 6,400 $549K 0.02% 0 Timeline PGX INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 49,027 shares; 2025Q1: 48,811 shares; 2025Q2: 48,604 shares; 2025Q3: 48,604 shares; 2025Q4: 48,776 shares 48,776 $548K 0.02% +172 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,517 shares; 2025Q1: 1,437 shares; 2025Q2: 1,437 shares; 2025Q3: 2,642 shares; 2025Q4: 2,433 shares 2,433 $543K 0.02% -209 Timeline MSM MSC INDL DIRECT INC More: the full row for MSC INDL DIRECT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,917 shares; 2025Q1: 17,569 shares; 2025Q2: 17,557 shares; 2025Q3: 17,507 shares; 2025Q4: 6,326 shares 6,326 $532K 0.02% -11,181 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,799 shares; 2025Q1: 2,442 shares; 2025Q2: 1,526 shares; 2025Q3: 1,476 shares; 2025Q4: 1,620 shares 1,620 $530K 0.02% +144 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,059 shares; 2025Q1: 1,826 shares; 2025Q2: 1,507 shares; 2025Q3: 1,439 shares; 2025Q4: 1,793 shares 1,793 $518K 0.02% +354 Timeline IEX IDEX CORP More: the full row for IDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,443 shares; 2025Q4: 2,888 shares 2,888 $514K 0.02% +445 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,494 shares; 2025Q1: 5,334 shares; 2025Q2: 5,334 shares; 2025Q3: 5,139 shares; 2025Q4: 6,380 shares 6,380 $506K 0.02% +1,241 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,692 shares; 2025Q1: 15,148 shares; 2025Q2: 15,529 shares; 2025Q3: 17,109 shares; 2025Q4: 11,576 shares 11,576 $501K 0.02% -5,533 Timeline RXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,429 shares 2,429 $499K 0.02% new Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,065 shares; 2025Q1: 4,176 shares; 2025Q2: 4,089 shares; 2025Q3: 3,650 shares; 2025Q4: 3,622 shares 3,622 $493K 0.02% -28 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,766 shares 1,766 $482K 0.02% new Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,361 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,531 shares 3,531 $461K 0.02% new Timeline RMBS RAMBUS INC DEL More: the full row for RAMBUS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,996 shares; 2025Q1: 4,996 shares; 2025Q2: 4,996 shares; 2025Q3: 4,996 shares; 2025Q4: 4,996 shares 4,996 $459K 0.02% 0 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 911 shares; 2025Q1: 918 shares; 2025Q2: 520 shares; 2025Q3: 534 shares; 2025Q4: 520 shares 520 $457K 0.02% -14 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,006 shares; 2025Q1: 3,778 shares; 2025Q2: 6,201 shares; 2025Q3: 11,109 shares; 2025Q4: 5,066 shares 5,066 $453K 0.02% -6,043 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 871 shares; 2025Q4: 1,191 shares 1,191 $445K 0.02% +320 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 672 shares; 2025Q4: 908 shares 908 $443K 0.02% +236 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,699 shares 1,699 $440K 0.02% new Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,908 shares; 2025Q1: 7,558 shares; 2025Q2: 7,538 shares; 2025Q3: 10,181 shares; 2025Q4: 8,119 shares 8,119 $429K 0.02% -2,062 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,519 shares; 2025Q4: 2,245 shares 2,245 $429K 0.02% +726 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 30,553 shares; 2025Q1: 29,758 shares; 2025Q2: 18,626 shares; 2025Q3: 9,994 shares; 2025Q4: 9,871 shares 9,871 $421K 0.02% -123 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,920 shares; 2025Q4: 3,243 shares 3,243 $421K 0.02% +323 Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,266 shares; 2025Q1: 1,266 shares; 2025Q2: 1,266 shares; 2025Q3: 1,266 shares; 2025Q4: 1,278 shares 1,278 $420K 0.02% +12 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 997 shares; 2025Q4: 1,244 shares 1,244 $417K 0.02% +247 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,670 shares; 2025Q1: 7,468 shares; 2025Q2: 6,568 shares; 2025Q3: 6,168 shares; 2025Q4: 6,168 shares 6,168 $415K 0.02% 0 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,335 shares; 2025Q1: 13,615 shares; 2025Q2: 11,946 shares; 2025Q3: 11,606 shares; 2025Q4: 7,818 shares 7,818 $410K 0.02% -3,788 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,150 shares; 2025Q1: 1,150 shares; 2025Q2: 1,150 shares; 2025Q3: 1,150 shares; 2025Q4: 1,150 shares 1,150 $407K 0.02% 0 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,300 shares; 2025Q1: 2,706 shares; 2025Q2: 2,531 shares; 2025Q3: 2,531 shares; 2025Q4: 2,881 shares 2,881 $407K 0.02% +350 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,793 shares; 2025Q3: 2,593 shares; 2025Q4: 2,453 shares 2,453 $397K 0.02% -140 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,780 shares; 2025Q1: 1,722 shares; 2025Q2: 1,675 shares; 2025Q3: 1,621 shares; 2025Q4: 1,588 shares 1,588 $391K 0.02% -33 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,050 shares; 2025Q1: 2,050 shares; 2025Q2: 2,050 shares; 2025Q3: 2,050 shares; 2025Q4: 2,078 shares 2,078 $385K 0.02% +28 Timeline BEN FRANKLIN TEMPLETON INC More: the full row for FRANKLIN TEMPLETON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,826 shares; 2025Q1: 16,170 shares; 2025Q2: 16,045 shares; 2025Q3: 16,045 shares; 2025Q4: 16,045 shares 16,045 $383K 0.02% 0 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,915 shares; 2025Q1: 10,138 shares; 2025Q2: 10,215 shares; 2025Q3: 9,557 shares; 2025Q4: 5,584 shares 5,584 $374K 0.01% -3,973 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,712 shares; 2025Q1: 5,323 shares; 2025Q2: 4,911 shares; 2025Q3: 4,221 shares; 2025Q4: 4,221 shares 4,221 $373K 0.01% 0 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,200 shares; 2025Q3: 4,200 shares; 2025Q4: 4,200 shares 4,200 $368K 0.01% 0 Timeline PCY INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,781 shares; 2025Q1: 16,699 shares; 2025Q2: 16,581 shares; 2025Q3: 16,581 shares; 2025Q4: 16,629 shares 16,629 $360K 0.01% +48 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,294 shares; 2025Q4: 3,294 shares 3,294 $353K 0.01% 0 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,980 shares; 2025Q1: 3,980 shares; 2025Q2: 3,980 shares; 2025Q3: 3,980 shares; 2025Q4: 3,980 shares 3,980 $351K 0.01% 0 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,658 shares; 2025Q1: not reported; 2025Q2: 578 shares; 2025Q3: 554 shares; 2025Q4: 531 shares 531 $347K 0.01% -23 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,038 shares; 2025Q4: 4,379 shares 4,379 $346K 0.01% +341 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,122 shares; 2025Q4: 3,585 shares 3,585 $345K 0.01% +463 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,661 shares; 2025Q1: 1,661 shares; 2025Q2: 1,631 shares; 2025Q3: 1,544 shares; 2025Q4: 1,494 shares 1,494 $328K 0.01% -50 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,353 shares; 2025Q1: 4,155 shares; 2025Q2: 3,497 shares; 2025Q3: 3,486 shares; 2025Q4: 3,846 shares 3,846 $328K 0.01% +360 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,443 shares; 2025Q1: 1,443 shares; 2025Q2: 1,443 shares; 2025Q3: 1,443 shares; 2025Q4: 1,518 shares 1,518 $326K 0.01% +75 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,968 shares; 2025Q4: 3,461 shares 3,461 $325K 0.01% +493 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,570 shares; 2025Q1: 9,715 shares; 2025Q2: 7,475 shares; 2025Q3: 6,450 shares; 2025Q4: 6,450 shares 6,450 $324K 0.01% 0 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,174 shares; 2025Q4: 3,974 shares 3,974 $323K 0.01% +800 Timeline NBBK NB BANCORP INC More: the full row for NB BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,969 shares 15,969 $317K 0.01% new Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,481 shares; 2025Q4: 2,672 shares 2,672 $310K 0.01% +191 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,263 shares; 2025Q1: 1,495 shares; 2025Q2: 1,575 shares; 2025Q3: 1,497 shares; 2025Q4: 1,587 shares 1,587 $298K 0.01% +90 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,620 shares 4,620 $295K 0.01% new Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,551 shares 2,551 $294K 0.01% new Timeline BNS BANK NOVA SCOTIA B C More: the full row for BANK NOVA SCOTIA B C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,977 shares; 2025Q4: 3,977 shares 3,977 $293K 0.01% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,292 shares; 2025Q4: 4,610 shares 4,610 $293K 0.01% +318 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 239 shares 239 $290K 0.01% new Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 911 shares; 2025Q1: 900 shares; 2025Q2: 900 shares; 2025Q3: 907 shares; 2025Q4: 900 shares 900 $288K 0.01% -7 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 400 shares; 2025Q3: 407 shares; 2025Q4: 425 shares 425 $288K 0.01% +18 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 4,515 shares; 2025Q2: 4,515 shares; 2025Q3: 4,365 shares; 2025Q4: 4,868 shares 4,868 $281K 0.01% +503 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,311 shares; 2025Q1: 5,512 shares; 2025Q2: not reported; 2025Q3: 4,956 shares; 2025Q4: 2,909 shares 2,909 $272K 0.01% -2,047 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,360 shares; 2025Q1: 3,046 shares; 2025Q2: 3,046 shares; 2025Q3: 3,027 shares; 2025Q4: 3,027 shares 3,027 $267K 0.01% 0 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares 5,000 $267K 0.01% 0 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,295 shares; 2025Q1: 1,999 shares; 2025Q2: 1,850 shares; 2025Q3: 1,850 shares; 2025Q4: 1,929 shares 1,929 $266K 0.01% +79 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,064 shares; 2025Q1: 4,012 shares; 2025Q2: 4,012 shares; 2025Q3: 4,012 shares; 2025Q4: 4,350 shares 4,350 $261K 0.01% +338 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 809 shares; 2025Q1: 809 shares; 2025Q2: 610 shares; 2025Q3: 886 shares; 2025Q4: 615 shares 615 $260K 0.01% -271 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 894 shares; 2025Q1: 894 shares; 2025Q2: 894 shares; 2025Q3: 894 shares; 2025Q4: 894 shares 894 $257K 0.01% 0 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,373 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,158 shares 2,158 $253K 0.01% new Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,700 shares; 2025Q4: 3,700 shares 3,700 $253K 0.01% 0 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 525 shares; 2025Q1: 525 shares; 2025Q2: 525 shares; 2025Q3: 525 shares; 2025Q4: 525 shares 525 $252K 0.01% 0 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 650 shares; 2025Q1: 650 shares; 2025Q2: 650 shares; 2025Q3: 650 shares; 2025Q4: 650 shares 650 $251K 0.01% 0 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,810 shares 6,810 $251K 0.01% new Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,107 shares; 2025Q1: 1,974 shares; 2025Q2: 1,951 shares; 2025Q3: 1,765 shares; 2025Q4: 859 shares 859 $249K 0.01% -906 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,445 shares; 2025Q1: 4,721 shares; 2025Q2: 7,304 shares; 2025Q3: 6,206 shares; 2025Q4: 6,206 shares 6,206 $249K 0.01% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 844 shares; 2025Q4: 845 shares 845 $248K 0.01% +1 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,933 shares; 2025Q1: 1,835 shares; 2025Q2: 1,835 shares; 2025Q3: 1,835 shares; 2025Q4: 1,212 shares 1,212 $242K 0.01% -623 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,376 shares; 2025Q1: 1,376 shares; 2025Q2: 1,376 shares; 2025Q3: 1,376 shares; 2025Q4: 1,397 shares 1,397 $239K 0.01% +21 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 447 shares; 2025Q1: 452 shares; 2025Q2: not reported; 2025Q3: 353 shares; 2025Q4: 413 shares 413 $235K 0.01% +60 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 509 shares; 2025Q3: 509 shares; 2025Q4: 499 shares 499 $234K 0.01% -10 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,770 shares; 2025Q1: 1,891 shares; 2025Q2: 1,866 shares; 2025Q3: 1,873 shares; 2025Q4: 1,880 shares 1,880 $231K 0.01% +7 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 824 shares; 2025Q4: 1,031 shares 1,031 $231K 0.01% +207 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 626 shares; 2025Q1: 605 shares; 2025Q2: 596 shares; 2025Q3: not reported; 2025Q4: 596 shares 596 $226K 0.01% new Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 911 shares 911 $224K 0.01% new Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 889 shares; 2025Q1: 452 shares; 2025Q2: 452 shares; 2025Q3: 452 shares; 2025Q4: 454 shares 454 $223K 0.01% +2 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 180 shares; 2025Q1: 180 shares; 2025Q2: 165 shares; 2025Q3: 165 shares; 2025Q4: 165 shares 165 $219K 0.01% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,388 shares; 2025Q1: 2,385 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 830 shares 830 $213K 0.01% new Timeline AVBC AVIDIA BANCORP INC More: the full row for AVIDIA BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,646 shares 12,646 $213K 0.01% new Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,095 shares; 2025Q1: 1,257 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,221 shares 1,221 $212K 0.01% new Timeline LKQ LKQ CORP More: the full row for LKQ CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,872 shares 6,872 $208K 0.01% new Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 345 shares; 2025Q4: 2,190 shares 2,190 $205K 0.01% +1,845 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 9,659 shares; 2025Q2: 9,350 shares; 2025Q3: 9,082 shares; 2025Q4: 4,605 shares 4,605 $201K 0.01% -4,477 Timeline BGT BLACKROCK FLOATING RATE INC More: the full row for BLACKROCK FLOATING RATE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,467 shares; 2025Q1: 11,290 shares; 2025Q2: 10,969 shares; 2025Q3: 10,969 shares; 2025Q4: 10,969 shares 10,969 $124K <0.01% 0 Timeline LWLG LIGHTWAVE LOGIC INC More: the full row for LIGHTWAVE LOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,750 shares; 2025Q1: 14,750 shares; 2025Q2: 14,750 shares; 2025Q3: 14,750 shares; 2025Q4: 14,750 shares 14,750 $47.8K <0.01% 0 Timeline CBUS CIBUS INC More: the full row for CIBUS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,000 shares; 2025Q4: 20,000 shares 20,000 $34.8K <0.01% 0 Timeline