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: 105,982 shares; 2024Q4: 105,936 shares; 2025Q1: 103,257 shares; 2025Q2: 1,549,880 shares; 2025Q3: 1,550,082 shares; 2025Q4: 1,548,565 shares 1,548,565 $141M 9.44% -1,517 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: 338,654 shares; 2024Q4: 334,821 shares; 2025Q1: 335,729 shares; 2025Q2: 329,169 shares; 2025Q3: 325,245 shares; 2025Q4: 317,111 shares 317,111 $59.1M 3.95% -8,134 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: 86,508 shares; 2024Q4: 85,432 shares; 2025Q1: 83,640 shares; 2025Q2: 80,480 shares; 2025Q3: 78,201 shares; 2025Q4: 76,067 shares 76,067 $51.9M 3.47% -2,134 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: 100,830 shares; 2024Q4: 99,160 shares; 2025Q1: 98,074 shares; 2025Q2: 97,739 shares; 2025Q3: 98,213 shares; 2025Q4: 96,004 shares 96,004 $46.4M 3.1% -2,209 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: 87,316 shares; 2024Q4: 84,574 shares; 2025Q1: 83,173 shares; 2025Q2: 80,080 shares; 2025Q3: 78,577 shares; 2025Q4: 77,447 shares 77,447 $36.7M 2.45% -1,130 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: 132,641 shares; 2024Q4: 132,205 shares; 2025Q1: 130,116 shares; 2025Q2: 128,854 shares; 2025Q3: 128,015 shares; 2025Q4: 128,289 shares 128,289 $34.9M 2.33% +274 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,562 shares; 2024Q4: 98,295 shares; 2025Q1: 96,672 shares; 2025Q2: 98,741 shares; 2025Q3: 99,306 shares; 2025Q4: 98,019 shares 98,019 $30.7M 2.05% -1,287 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: 126,177 shares; 2024Q4: 125,308 shares; 2025Q1: 120,732 shares; 2025Q2: 119,958 shares; 2025Q3: 121,070 shares; 2025Q4: 121,388 shares 121,388 $28M 1.87% +318 Timeline SFNC SIMMONS FIRST NATL CORP More: the full row for SIMMONS FIRST NATL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,340,896 shares; 2024Q4: 1,332,590 shares; 2025Q1: 1,326,952 shares; 2025Q2: 1,327,595 shares; 2025Q3: 1,338,287 shares; 2025Q4: 1,417,286 shares 1,417,286 $26.7M 1.79% +78,999 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: 443,617 shares; 2024Q4: 428,221 shares; 2025Q1: 420,162 shares; 2025Q2: 410,617 shares; 2025Q3: 404,552 shares; 2025Q4: 396,410 shares 396,410 $24.8M 1.66% -8,142 Timeline HDV 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: 182,726 shares; 2024Q4: 205,398 shares; 2025Q1: 205,958 shares; 2025Q2: 200,913 shares; 2025Q3: 202,002 shares; 2025Q4: 195,994 shares 195,994 $23.8M 1.59% -6,008 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: 256,537 shares; 2024Q4: 251,678 shares; 2025Q1: 241,857 shares; 2025Q2: 216,574 shares; 2025Q3: 217,106 shares; 2025Q4: 213,610 shares 213,610 $23.8M 1.59% -3,496 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: 202,167 shares; 2024Q4: 195,799 shares; 2025Q1: 197,916 shares; 2025Q2: 195,491 shares; 2025Q3: 194,053 shares; 2025Q4: 191,385 shares 191,385 $23M 1.54% -2,668 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: 85,971 shares; 2024Q4: 82,034 shares; 2025Q1: 81,401 shares; 2025Q2: 78,905 shares; 2025Q3: 75,877 shares; 2025Q4: 73,901 shares 73,901 $21.4M 1.43% -1,976 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: 65,116 shares; 2024Q4: 63,243 shares; 2025Q1: 62,205 shares; 2025Q2: 61,369 shares; 2025Q3: 61,730 shares; 2025Q4: 62,089 shares 62,089 $20M 1.34% +359 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: 30,771 shares; 2024Q4: 30,052 shares; 2025Q1: 29,628 shares; 2025Q2: 29,357 shares; 2025Q3: 29,429 shares; 2025Q4: 30,003 shares 30,003 $19.8M 1.32% +574 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,979 shares; 2024Q4: 65,583 shares; 2025Q1: 65,211 shares; 2025Q2: 63,451 shares; 2025Q3: 63,169 shares; 2025Q4: 126,377 shares 126,377 $18.2M 1.22% +63,208 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: 30,107 shares; 2024Q4: 29,744 shares; 2025Q1: 29,373 shares; 2025Q2: 29,190 shares; 2025Q3: 28,771 shares; 2025Q4: 28,554 shares 28,554 $17.5M 1.17% -217 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: 299,953 shares; 2024Q4: 303,954 shares; 2025Q1: 288,590 shares; 2025Q2: 279,215 shares; 2025Q3: 269,650 shares; 2025Q4: 263,605 shares 263,605 $17.4M 1.16% -6,045 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: 18,614 shares; 2024Q4: 18,399 shares; 2025Q1: 18,422 shares; 2025Q2: 18,307 shares; 2025Q3: 18,310 shares; 2025Q4: 18,270 shares 18,270 $16.1M 1.07% -40 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: 31,414 shares; 2024Q4: 29,883 shares; 2025Q1: 28,420 shares; 2025Q2: 28,145 shares; 2025Q3: 27,736 shares; 2025Q4: 27,397 shares 27,397 $15.7M 1.05% -339 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: 28,771 shares; 2024Q4: 28,458 shares; 2025Q1: 26,716 shares; 2025Q2: 25,606 shares; 2025Q3: 24,666 shares; 2025Q4: 24,514 shares 24,514 $14.8M 0.99% -152 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: 59,422 shares; 2024Q4: 59,557 shares; 2025Q1: 61,120 shares; 2025Q2: 59,480 shares; 2025Q3: 58,451 shares; 2025Q4: 57,935 shares 57,935 $14.3M 0.95% -516 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: 122,840 shares; 2024Q4: 120,782 shares; 2025Q1: 113,235 shares; 2025Q2: 112,355 shares; 2025Q3: 109,852 shares; 2025Q4: 113,878 shares 113,878 $13.7M 0.92% +4,026 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: 85,627 shares; 2024Q4: 83,134 shares; 2025Q1: 80,754 shares; 2025Q2: 81,971 shares; 2025Q3: 83,336 shares; 2025Q4: 85,390 shares 85,390 $13M 0.87% +2,054 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: 244,995 shares; 2024Q4: 236,189 shares; 2025Q1: 237,060 shares; 2025Q2: 233,767 shares; 2025Q3: 231,578 shares; 2025Q4: 232,415 shares 232,415 $12.8M 0.85% +837 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: 18,198 shares; 2024Q4: 18,128 shares; 2025Q1: 18,060 shares; 2025Q2: 18,102 shares; 2025Q3: 17,988 shares; 2025Q4: 18,155 shares 18,155 $12.4M 0.83% +167 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: 242,547 shares; 2024Q4: 233,975 shares; 2025Q1: 229,902 shares; 2025Q2: 222,605 shares; 2025Q3: 223,066 shares; 2025Q4: 221,991 shares 221,991 $11.9M 0.8% -1,075 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: 61,573 shares; 2024Q4: 60,952 shares; 2025Q1: 55,104 shares; 2025Q2: 53,502 shares; 2025Q3: 50,292 shares; 2025Q4: 50,824 shares 50,824 $11.6M 0.78% +532 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: 158,778 shares; 2024Q4: 157,074 shares; 2025Q1: 149,409 shares; 2025Q2: 148,324 shares; 2025Q3: 143,877 shares; 2025Q4: 146,999 shares 146,999 $11.3M 0.76% +3,122 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: 45,883 shares; 2024Q4: 45,538 shares; 2025Q1: 58,417 shares; 2025Q2: 58,950 shares; 2025Q3: 58,178 shares; 2025Q4: 57,358 shares 57,358 $11.2M 0.75% -820 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: 23,039 shares; 2024Q4: 22,442 shares; 2025Q1: 21,933 shares; 2025Q2: 22,081 shares; 2025Q3: 22,039 shares; 2025Q4: 22,004 shares 22,004 $11.1M 0.74% -35 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: 129,208 shares; 2024Q4: 127,044 shares; 2025Q1: 124,175 shares; 2025Q2: 122,617 shares; 2025Q3: 117,220 shares; 2025Q4: 112,918 shares 112,918 $10.8M 0.73% -4,302 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: 12,429 shares; 2024Q4: 12,365 shares; 2025Q1: 12,334 shares; 2025Q2: 12,251 shares; 2025Q3: 12,338 shares; 2025Q4: 12,470 shares 12,470 $10.8M 0.72% +132 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,545 shares; 2024Q4: 21,146 shares; 2025Q1: 21,053 shares; 2025Q2: 20,891 shares; 2025Q3: 21,018 shares; 2025Q4: 21,268 shares 21,268 $9.9M 0.66% +250 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: 33,872 shares; 2024Q4: 33,526 shares; 2025Q1: 34,656 shares; 2025Q2: 34,284 shares; 2025Q3: 36,187 shares; 2025Q4: 37,331 shares 37,331 $9.89M 0.66% +1,144 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,645 shares; 2024Q4: 14,549 shares; 2025Q1: 15,310 shares; 2025Q2: 15,711 shares; 2025Q3: 15,922 shares; 2025Q4: 17,307 shares 17,307 $9.8M 0.66% +1,385 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,382 shares; 2024Q4: 75,808 shares; 2025Q1: 74,319 shares; 2025Q2: 73,598 shares; 2025Q3: 73,143 shares; 2025Q4: 74,319 shares 74,319 $9.59M 0.64% +1,176 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: 115,935 shares; 2024Q4: 115,942 shares; 2025Q1: 113,352 shares; 2025Q2: 114,071 shares; 2025Q3: 114,628 shares; 2025Q4: 118,196 shares 118,196 $9.49M 0.63% +3,568 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: 29,747 shares; 2024Q4: 29,453 shares; 2025Q1: 29,120 shares; 2025Q2: 29,297 shares; 2025Q3: 29,051 shares; 2025Q4: 26,457 shares 26,457 $9.1M 0.61% -2,594 Timeline GSBC GREAT SOUTHN BANCORP INC More: the full row for GREAT SOUTHN BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 161,941 shares; 2024Q4: 152,941 shares; 2025Q1: 150,266 shares; 2025Q2: 149,266 shares; 2025Q3: 146,191 shares; 2025Q4: 146,191 shares 146,191 $9M 0.6% 0 Timeline VV 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: 30,867 shares; 2024Q4: 29,931 shares; 2025Q1: 29,586 shares; 2025Q2: 28,821 shares; 2025Q3: 27,668 shares; 2025Q4: 27,324 shares 27,324 $8.6M 0.58% -344 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: 8,409 shares; 2024Q4: 8,114 shares; 2025Q1: 8,035 shares; 2025Q2: 7,868 shares; 2025Q3: 7,921 shares; 2025Q4: 7,717 shares 7,717 $8.29M 0.55% -204 Timeline SDY 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: 65,213 shares; 2024Q4: 63,614 shares; 2025Q1: 62,850 shares; 2025Q2: 61,306 shares; 2025Q3: 60,579 shares; 2025Q4: 59,304 shares 59,304 $8.25M 0.55% -1,275 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: 19,384 shares; 2024Q4: 18,819 shares; 2025Q1: 18,046 shares; 2025Q2: 17,609 shares; 2025Q3: 16,991 shares; 2025Q4: 16,539 shares 16,539 $8.07M 0.54% -452 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: 41,540 shares; 2024Q4: 41,080 shares; 2025Q1: 40,723 shares; 2025Q2: 40,052 shares; 2025Q3: 40,027 shares; 2025Q4: 39,911 shares 39,911 $7.97M 0.53% -116 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: 23,081 shares; 2024Q4: 22,960 shares; 2025Q1: 22,543 shares; 2025Q2: 22,725 shares; 2025Q3: 22,506 shares; 2025Q4: 24,108 shares 24,108 $7.89M 0.53% +1,602 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: 6,789 shares; 2024Q4: 6,905 shares; 2025Q1: 6,921 shares; 2025Q2: 6,704 shares; 2025Q3: 6,621 shares; 2025Q4: 6,430 shares 6,430 $7.81M 0.52% -191 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: 16,410 shares; 2024Q4: 16,369 shares; 2025Q1: 21,752 shares; 2025Q2: 21,984 shares; 2025Q3: 21,520 shares; 2025Q4: 22,575 shares 22,575 $7.81M 0.52% +1,055 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: 122,783 shares; 2024Q4: 120,000 shares; 2025Q1: 111,494 shares; 2025Q2: 107,164 shares; 2025Q3: 104,183 shares; 2025Q4: 110,161 shares 110,161 $7.7M 0.51% +5,978 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: 26,282 shares; 2024Q4: 26,467 shares; 2025Q1: 25,906 shares; 2025Q2: 25,694 shares; 2025Q3: 25,458 shares; 2025Q4: 24,230 shares 24,230 $7.6M 0.51% -1,228 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: 84,911 shares; 2024Q4: 82,133 shares; 2025Q1: 74,405 shares; 2025Q2: 74,517 shares; 2025Q3: 70,589 shares; 2025Q4: 71,280 shares 71,280 $7.5M 0.5% +691 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: 58,772 shares; 2024Q4: 58,337 shares; 2025Q1: 57,331 shares; 2025Q2: 56,961 shares; 2025Q3: 57,034 shares; 2025Q4: 50,775 shares 50,775 $7.28M 0.49% -6,259 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: 14,270 shares; 2024Q4: 14,335 shares; 2025Q1: 14,178 shares; 2025Q2: 14,180 shares; 2025Q3: 14,351 shares; 2025Q4: 14,752 shares 14,752 $7.14M 0.48% +401 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: 33,992 shares; 2024Q4: 33,213 shares; 2025Q1: 32,299 shares; 2025Q2: 31,790 shares; 2025Q3: 30,752 shares; 2025Q4: 33,539 shares 33,539 $6.94M 0.46% +2,787 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: 71,463 shares; 2024Q4: 67,851 shares; 2025Q1: 64,936 shares; 2025Q2: 64,172 shares; 2025Q3: 62,725 shares; 2025Q4: 48,187 shares 48,187 $6.92M 0.46% -14,538 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: 67,797 shares; 2024Q4: 69,850 shares; 2025Q1: 69,116 shares; 2025Q2: 70,632 shares; 2025Q3: 73,062 shares; 2025Q4: 75,839 shares 75,839 $6.61M 0.44% +2,777 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: 37,996 shares; 2024Q4: 36,703 shares; 2025Q1: 36,100 shares; 2025Q2: 33,112 shares; 2025Q3: 31,740 shares; 2025Q4: 33,079 shares 33,079 $6.32M 0.42% +1,339 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: 25,966 shares; 2024Q4: 25,876 shares; 2025Q1: 25,736 shares; 2025Q2: 26,831 shares; 2025Q3: 27,424 shares; 2025Q4: 27,327 shares 27,327 $6.26M 0.42% -97 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: 42,478 shares; 2024Q4: 41,342 shares; 2025Q1: 41,310 shares; 2025Q2: 40,771 shares; 2025Q3: 40,560 shares; 2025Q4: 40,022 shares 40,022 $6.21M 0.42% -538 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: 159,818 shares; 2024Q4: 157,629 shares; 2025Q1: 149,272 shares; 2025Q2: 145,672 shares; 2025Q3: 141,044 shares; 2025Q4: 147,480 shares 147,480 $6.01M 0.4% +6,436 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: 42,452 shares; 2024Q4: 41,144 shares; 2025Q1: 40,926 shares; 2025Q2: 40,153 shares; 2025Q3: 40,011 shares; 2025Q4: 38,646 shares 38,646 $5.98M 0.4% -1,365 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,961 shares; 2024Q4: 45,421 shares; 2025Q1: 46,007 shares; 2025Q2: 45,442 shares; 2025Q3: 46,446 shares; 2025Q4: 46,985 shares 46,985 $5.91M 0.4% +539 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,181 shares; 2024Q4: 25,594 shares; 2025Q1: 30,513 shares; 2025Q2: 29,362 shares; 2025Q3: 30,367 shares; 2025Q4: 30,865 shares 30,865 $5.91M 0.4% +498 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: 12,864 shares; 2024Q4: 13,263 shares; 2025Q1: 13,538 shares; 2025Q2: 13,056 shares; 2025Q3: 13,139 shares; 2025Q4: 12,887 shares 12,887 $5.8M 0.39% -252 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: 110,044 shares; 2024Q4: 106,379 shares; 2025Q1: 107,873 shares; 2025Q2: 105,737 shares; 2025Q3: 106,511 shares; 2025Q4: 105,192 shares 105,192 $5.76M 0.39% -1,319 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: 26,040 shares; 2024Q4: 25,004 shares; 2025Q1: 24,867 shares; 2025Q2: 24,257 shares; 2025Q3: 24,007 shares; 2025Q4: 47,153 shares 47,153 $5.63M 0.38% +23,146 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: 27,904 shares; 2024Q4: 29,599 shares; 2025Q1: 29,265 shares; 2025Q2: 29,115 shares; 2025Q3: 29,010 shares; 2025Q4: 28,787 shares 28,787 $5.28M 0.35% -223 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: 29,694 shares; 2024Q4: 31,442 shares; 2025Q1: 31,568 shares; 2025Q2: 31,843 shares; 2025Q3: 32,116 shares; 2025Q4: 32,569 shares 32,569 $5.27M 0.35% +453 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,130 shares; 2025Q3: 7,841 shares; 2025Q4: 7,986 shares 7,986 $5.22M 0.35% +145 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: 8,224 shares; 2024Q4: 8,303 shares; 2025Q1: 8,389 shares; 2025Q2: 8,019 shares; 2025Q3: 8,764 shares; 2025Q4: 8,744 shares 8,744 $5.07M 0.34% -20 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,753 shares; 2024Q4: 2,653 shares; 2025Q1: 5,271 shares; 2025Q2: 5,417 shares; 2025Q3: 5,547 shares; 2025Q4: 5,715 shares 5,715 $5.02M 0.34% +168 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: 22,031 shares; 2024Q4: 21,833 shares; 2025Q1: 21,649 shares; 2025Q2: 20,725 shares; 2025Q3: 20,595 shares; 2025Q4: 20,309 shares 20,309 $4.9M 0.33% -286 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: 43,427 shares; 2024Q4: 42,526 shares; 2025Q1: 41,794 shares; 2025Q2: 41,392 shares; 2025Q3: 42,131 shares; 2025Q4: 42,051 shares 42,051 $4.78M 0.32% -80 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: 44,185 shares; 2024Q4: 42,696 shares; 2025Q1: 42,348 shares; 2025Q2: 40,435 shares; 2025Q3: 40,471 shares; 2025Q4: 40,323 shares 40,323 $4.75M 0.32% -148 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: 39,664 shares; 2024Q4: 40,058 shares; 2025Q1: 38,495 shares; 2025Q2: 38,563 shares; 2025Q3: 37,149 shares; 2025Q4: 38,201 shares 38,201 $4.69M 0.31% +1,052 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: 19,054 shares; 2024Q4: 18,527 shares; 2025Q1: 17,349 shares; 2025Q2: 17,340 shares; 2025Q3: 17,632 shares; 2025Q4: 12,852 shares 12,852 $4.5M 0.3% -4,780 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: 17,402 shares; 2024Q4: 16,912 shares; 2025Q1: 16,152 shares; 2025Q2: 15,763 shares; 2025Q3: 15,203 shares; 2025Q4: 16,094 shares 16,094 $4.39M 0.29% +891 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: 104,063 shares; 2024Q4: 114,150 shares; 2025Q1: 86,014 shares; 2025Q2: 84,744 shares; 2025Q3: 81,164 shares; 2025Q4: 79,311 shares 79,311 $4.34M 0.29% -1,853 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: 6,122 shares; 2024Q4: 6,008 shares; 2025Q1: 5,958 shares; 2025Q2: 5,792 shares; 2025Q3: 5,752 shares; 2025Q4: 5,661 shares 5,661 $4.27M 0.29% -91 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: 12,244 shares; 2024Q4: 12,156 shares; 2025Q1: 12,126 shares; 2025Q2: 12,253 shares; 2025Q3: 12,133 shares; 2025Q4: 12,091 shares 12,091 $4.24M 0.28% -42 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: 11,651 shares; 2024Q4: 11,732 shares; 2025Q1: 15,160 shares; 2025Q2: 15,110 shares; 2025Q3: 15,171 shares; 2025Q4: 15,731 shares 15,731 $4.22M 0.28% +560 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: 37,334 shares; 2024Q4: 36,971 shares; 2025Q1: 35,112 shares; 2025Q2: 34,674 shares; 2025Q3: 33,405 shares; 2025Q4: 32,994 shares 32,994 $4.13M 0.28% -411 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: 19,115 shares; 2024Q4: 18,461 shares; 2025Q1: 17,350 shares; 2025Q2: 17,148 shares; 2025Q3: 16,867 shares; 2025Q4: 17,581 shares 17,581 $4.07M 0.27% +714 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: 23,872 shares; 2024Q4: 23,710 shares; 2025Q1: 23,101 shares; 2025Q2: 23,007 shares; 2025Q3: 23,200 shares; 2025Q4: 23,762 shares 23,762 $4.06M 0.27% +562 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: 780 shares; 2024Q4: 747 shares; 2025Q1: 743 shares; 2025Q2: 727 shares; 2025Q3: 739 shares; 2025Q4: 750 shares 750 $4.02M 0.27% +11 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: 14,078 shares; 2024Q4: 13,829 shares; 2025Q1: 13,232 shares; 2025Q2: 13,426 shares; 2025Q3: 13,177 shares; 2025Q4: 13,417 shares 13,417 $3.97M 0.27% +240 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,746 shares; 2024Q4: 25,548 shares; 2025Q1: 25,190 shares; 2025Q2: 24,765 shares; 2025Q3: 24,641 shares; 2025Q4: 24,693 shares 24,693 $3.97M 0.27% +52 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: 32,493 shares; 2024Q4: 33,761 shares; 2025Q1: 31,713 shares; 2025Q2: 31,467 shares; 2025Q3: 31,571 shares; 2025Q4: 33,629 shares 33,629 $3.94M 0.26% +2,058 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,972 shares; 2025Q3: 20,714 shares; 2025Q4: 21,198 shares 21,198 $3.9M 0.26% +484 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: 6,679 shares; 2024Q4: 6,666 shares; 2025Q1: 6,591 shares; 2025Q2: 6,497 shares; 2025Q3: 6,572 shares; 2025Q4: 6,704 shares 6,704 $3.83M 0.26% +132 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: 13,753 shares; 2024Q4: 14,038 shares; 2025Q1: 13,280 shares; 2025Q2: 12,427 shares; 2025Q3: 11,026 shares; 2025Q4: 9,852 shares 9,852 $3.81M 0.25% -1,174 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: 49,734 shares; 2024Q4: 49,189 shares; 2025Q1: 49,140 shares; 2025Q2: 49,502 shares; 2025Q3: 49,080 shares; 2025Q4: 48,824 shares 48,824 $3.79M 0.25% -256 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,612 shares; 2024Q4: 44,738 shares; 2025Q1: 42,602 shares; 2025Q2: 42,485 shares; 2025Q3: 41,176 shares; 2025Q4: 40,858 shares 40,858 $3.78M 0.25% -318 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: 173,142 shares; 2024Q4: 162,150 shares; 2025Q1: 156,627 shares; 2025Q2: 154,393 shares; 2025Q3: 148,368 shares; 2025Q4: 148,086 shares 148,086 $3.69M 0.25% -282 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,490 shares; 2024Q4: 5,124 shares; 2025Q1: 5,559 shares; 2025Q2: 5,890 shares; 2025Q3: 6,000 shares; 2025Q4: 5,826 shares 5,826 $3.52M 0.24% -174 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: 10,050 shares; 2024Q4: 9,460 shares; 2025Q1: 9,248 shares; 2025Q2: 9,179 shares; 2025Q3: 8,925 shares; 2025Q4: 8,205 shares 8,205 $3.5M 0.23% -720 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,990 shares; 2025Q2: 2,973 shares; 2025Q3: 3,101 shares; 2025Q4: 3,215 shares 3,215 $3.44M 0.23% +114 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,162 shares; 2024Q4: 40,447 shares; 2025Q1: 41,624 shares; 2025Q2: 41,691 shares; 2025Q3: 43,301 shares; 2025Q4: 43,134 shares 43,134 $3.43M 0.23% -167 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: 2,732 shares; 2024Q4: 2,632 shares; 2025Q1: 2,575 shares; 2025Q2: 15,631 shares; 2025Q3: 15,696 shares; 2025Q4: 15,551 shares 15,551 $3.42M 0.23% -145 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: 10,170 shares; 2024Q4: 10,170 shares; 2025Q1: 24,098 shares; 2025Q2: 24,650 shares; 2025Q3: 25,132 shares; 2025Q4: 24,952 shares 24,952 $3.4M 0.23% -180 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 38,517 shares; 2025Q2: 38,917 shares; 2025Q3: 40,198 shares; 2025Q4: 41,132 shares 41,132 $3.36M 0.22% +934 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,148 shares; 2024Q4: 24,081 shares; 2025Q1: 24,081 shares; 2025Q2: 24,081 shares; 2025Q3: 24,133 shares; 2025Q4: 23,930 shares 23,930 $3.33M 0.22% -203 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: 33,498 shares; 2024Q4: 32,711 shares; 2025Q1: 19,589 shares; 2025Q2: 19,147 shares; 2025Q3: 18,265 shares; 2025Q4: 19,203 shares 19,203 $3.33M 0.22% +938 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,515 shares; 2024Q4: 3,515 shares; 2025Q1: 10,620 shares; 2025Q2: 10,765 shares; 2025Q3: 10,860 shares; 2025Q4: 10,988 shares 10,988 $3.25M 0.22% +128 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,879 shares; 2024Q4: 63,670 shares; 2025Q1: 57,206 shares; 2025Q2: 54,560 shares; 2025Q3: 51,434 shares; 2025Q4: 50,279 shares 50,279 $3.2M 0.21% -1,155 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 47,364 shares; 2025Q2: 49,068 shares; 2025Q3: 52,719 shares; 2025Q4: 52,642 shares 52,642 $3.18M 0.21% -77 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: 42,622 shares; 2024Q4: 42,680 shares; 2025Q1: 42,605 shares; 2025Q2: 42,091 shares; 2025Q3: 41,481 shares; 2025Q4: 31,367 shares 31,367 $3.13M 0.21% -10,114 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: 70,082 shares; 2024Q4: 71,006 shares; 2025Q1: 28,036 shares; 2025Q2: 27,158 shares; 2025Q3: 26,047 shares; 2025Q4: 27,107 shares 27,107 $3.13M 0.21% +1,060 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,793 shares; 2024Q4: 50,509 shares; 2025Q1: 48,838 shares; 2025Q2: 49,714 shares; 2025Q3: 49,697 shares; 2025Q4: 52,206 shares 52,206 $3.06M 0.2% +2,509 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: 29,584 shares; 2024Q4: 35,397 shares; 2025Q1: 35,012 shares; 2025Q2: 34,637 shares; 2025Q3: 34,277 shares; 2025Q4: 66,256 shares 66,256 $3M 0.2% +31,979 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: 153,319 shares; 2024Q4: 151,322 shares; 2025Q1: 55,770 shares; 2025Q2: 57,213 shares; 2025Q3: 60,361 shares; 2025Q4: 60,522 shares 60,522 $2.97M 0.2% +161 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: 4,537 shares; 2024Q4: 5,203 shares; 2025Q1: 11,052 shares; 2025Q2: 12,151 shares; 2025Q3: 13,037 shares; 2025Q4: 13,279 shares 13,279 $2.96M 0.2% +242 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,267 shares; 2024Q4: 56,334 shares; 2025Q1: 58,152 shares; 2025Q2: 60,851 shares; 2025Q3: 61,453 shares; 2025Q4: 59,924 shares 59,924 $2.95M 0.2% -1,529 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: 6,847 shares; 2024Q4: 6,697 shares; 2025Q1: 5,814 shares; 2025Q2: 5,726 shares; 2025Q3: 5,739 shares; 2025Q4: 5,729 shares 5,729 $2.92M 0.2% -10 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: 8,126 shares; 2024Q4: 8,206 shares; 2025Q1: 8,164 shares; 2025Q2: 8,121 shares; 2025Q3: 8,188 shares; 2025Q4: 8,629 shares 8,629 $2.89M 0.19% +441 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: 32,631 shares; 2024Q4: 34,388 shares; 2025Q1: 34,431 shares; 2025Q2: 33,577 shares; 2025Q3: 33,503 shares; 2025Q4: 63,846 shares 63,846 $2.85M 0.19% +30,343 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,069 shares; 2024Q4: 8,154 shares; 2025Q1: 36,771 shares; 2025Q2: 39,044 shares; 2025Q3: 40,515 shares; 2025Q4: 41,986 shares 41,986 $2.81M 0.19% +1,471 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: 42,380 shares; 2024Q4: 44,171 shares; 2025Q1: 42,335 shares; 2025Q2: 43,339 shares; 2025Q3: 41,901 shares; 2025Q4: 48,726 shares 48,726 $2.81M 0.19% +6,825 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,771 shares; 2024Q4: 33,738 shares; 2025Q1: 33,669 shares; 2025Q2: 33,794 shares; 2025Q3: 33,497 shares; 2025Q4: 65,767 shares 65,767 $2.81M 0.19% +32,270 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: 16,046 shares; 2024Q4: 14,638 shares; 2025Q1: 14,700 shares; 2025Q2: 14,882 shares; 2025Q3: 15,252 shares; 2025Q4: 15,673 shares 15,673 $2.75M 0.18% +421 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: 19,925 shares; 2024Q4: 19,733 shares; 2025Q1: 18,917 shares; 2025Q2: 17,477 shares; 2025Q3: 17,080 shares; 2025Q4: 17,693 shares 17,693 $2.72M 0.18% +613 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: 18,544 shares; 2024Q4: 18,465 shares; 2025Q1: 18,337 shares; 2025Q2: 18,275 shares; 2025Q3: 18,350 shares; 2025Q4: 10,925 shares 10,925 $2.7M 0.18% -7,425 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: 7,682 shares; 2024Q4: 7,870 shares; 2025Q1: 7,243 shares; 2025Q2: 7,248 shares; 2025Q3: 7,660 shares; 2025Q4: 8,451 shares 8,451 $2.69M 0.18% +791 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,053 shares; 2024Q4: 38,937 shares; 2025Q1: 39,480 shares; 2025Q2: 39,357 shares; 2025Q3: 41,658 shares; 2025Q4: 43,817 shares 43,817 $2.65M 0.18% +2,159 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,134 shares; 2025Q4: 25,828 shares 25,828 $2.58M 0.17% +22,694 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,560 shares; 2024Q4: 2,560 shares; 2025Q1: 2,560 shares; 2025Q2: 2,643 shares; 2025Q3: 2,643 shares; 2025Q4: 9,035 shares 9,035 $2.58M 0.17% +6,392 Timeline MUR MURPHY OIL CORP More: the full row for MURPHY OIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,406 shares; 2024Q4: 43,668 shares; 2025Q1: 60,643 shares; 2025Q2: 74,303 shares; 2025Q3: 76,429 shares; 2025Q4: 80,266 shares 80,266 $2.51M 0.17% +3,837 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,643 shares; 2024Q4: 9,241 shares; 2025Q1: 8,570 shares; 2025Q2: 8,476 shares; 2025Q3: 8,281 shares; 2025Q4: 8,197 shares 8,197 $2.51M 0.17% -84 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,518 shares; 2024Q4: 20,828 shares; 2025Q1: 39,357 shares; 2025Q2: 43,467 shares; 2025Q3: 45,239 shares; 2025Q4: 46,222 shares 46,222 $2.5M 0.17% +983 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,147 shares; 2024Q4: 102,906 shares; 2025Q1: 99,767 shares; 2025Q2: 99,631 shares; 2025Q3: 97,648 shares; 2025Q4: 92,916 shares 92,916 $2.45M 0.16% -4,732 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,126 shares 3,126 $2.41M 0.16% new Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,956 shares; 2024Q4: 10,757 shares; 2025Q1: 10,596 shares; 2025Q2: 8,949 shares; 2025Q3: 8,635 shares; 2025Q4: 9,317 shares 9,317 $2.4M 0.16% +682 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,192 shares; 2025Q3: 10,888 shares; 2025Q4: 10,628 shares 10,628 $2.39M 0.16% -260 Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,805 shares; 2025Q2: 8,783 shares; 2025Q3: 9,670 shares; 2025Q4: 9,807 shares 9,807 $2.37M 0.16% +137 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,122 shares; 2024Q4: 31,227 shares; 2025Q1: 31,186 shares; 2025Q2: 30,856 shares; 2025Q3: 30,856 shares; 2025Q4: 30,856 shares 30,856 $2.27M 0.15% 0 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,917 shares; 2024Q4: 13,640 shares; 2025Q1: 13,076 shares; 2025Q2: 11,935 shares; 2025Q3: 11,081 shares; 2025Q4: 10,684 shares 10,684 $2.26M 0.15% -397 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,106 shares 23,106 $2.24M 0.15% new Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,613 shares; 2024Q4: 44,128 shares; 2025Q1: 46,439 shares; 2025Q2: 47,278 shares; 2025Q3: 49,400 shares; 2025Q4: 50,569 shares 50,569 $2.24M 0.15% +1,169 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,078 shares; 2025Q3: 3,049 shares; 2025Q4: 14,595 shares 14,595 $2.24M 0.15% +11,546 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: 30,789 shares; 2024Q4: 29,603 shares; 2025Q1: 27,839 shares; 2025Q2: 26,265 shares; 2025Q3: 23,410 shares; 2025Q4: 21,948 shares 21,948 $2.21M 0.15% -1,462 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: 39,476 shares; 2024Q4: 38,756 shares; 2025Q1: 42,992 shares; 2025Q2: 45,309 shares; 2025Q3: 43,595 shares; 2025Q4: 40,164 shares 40,164 $2.17M 0.14% -3,431 Timeline MINT 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: 4,302 shares; 2024Q4: 18,075 shares; 2025Q1: 13,211 shares; 2025Q2: 19,459 shares; 2025Q3: 11,762 shares; 2025Q4: 21,375 shares 21,375 $2.14M 0.14% +9,613 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,295 shares; 2024Q4: 63,628 shares; 2025Q1: 64,704 shares; 2025Q2: 64,632 shares; 2025Q3: 58,335 shares; 2025Q4: 32,749 shares 32,749 $2.11M 0.14% -25,586 Timeline VOT 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: 9,760 shares; 2024Q4: 9,583 shares; 2025Q1: 9,072 shares; 2025Q2: 8,244 shares; 2025Q3: 7,738 shares; 2025Q4: 7,421 shares 7,421 $2.07M 0.14% -317 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,559 shares; 2024Q4: 13,913 shares; 2025Q1: 13,538 shares; 2025Q2: 12,331 shares; 2025Q3: 11,786 shares; 2025Q4: 11,631 shares 11,631 $2.06M 0.14% -155 Timeline VBK 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: 8,217 shares; 2024Q4: 8,005 shares; 2025Q1: 7,785 shares; 2025Q2: 7,220 shares; 2025Q3: 6,935 shares; 2025Q4: 6,712 shares 6,712 $2.03M 0.14% -223 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,677 shares; 2024Q4: 6,465 shares; 2025Q1: 6,091 shares; 2025Q2: 6,108 shares; 2025Q3: 5,828 shares; 2025Q4: 5,968 shares 5,968 $2.01M 0.13% +140 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: 18,017 shares; 2024Q4: 17,889 shares; 2025Q1: 17,089 shares; 2025Q2: 16,989 shares; 2025Q3: 15,168 shares; 2025Q4: 15,058 shares 15,058 $2M 0.13% -110 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,486 shares; 2024Q4: 5,471 shares; 2025Q1: 5,321 shares; 2025Q2: 5,163 shares; 2025Q3: 5,108 shares; 2025Q4: 5,108 shares 5,108 $1.91M 0.13% 0 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,172 shares; 2024Q4: 18,731 shares; 2025Q1: 18,723 shares; 2025Q2: 20,161 shares; 2025Q3: 19,569 shares; 2025Q4: 19,569 shares 19,569 $1.88M 0.13% 0 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,555 shares; 2024Q4: 23,048 shares; 2025Q1: 22,087 shares; 2025Q2: 20,480 shares; 2025Q3: 20,184 shares; 2025Q4: 19,548 shares 19,548 $1.83M 0.12% -636 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: 35,615 shares; 2024Q4: 35,823 shares; 2025Q1: 35,473 shares; 2025Q2: 35,906 shares; 2025Q3: 31,169 shares; 2025Q4: 33,564 shares 33,564 $1.79M 0.12% +2,395 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: 12,297 shares; 2024Q4: 12,297 shares; 2025Q1: 11,347 shares; 2025Q2: 11,347 shares; 2025Q3: 11,347 shares; 2025Q4: 11,147 shares 11,147 $1.79M 0.12% -200 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: 12,617 shares; 2024Q4: 12,470 shares; 2025Q1: 12,395 shares; 2025Q2: 12,640 shares; 2025Q3: 12,434 shares; 2025Q4: 12,434 shares 12,434 $1.75M 0.12% 0 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,465 shares; 2024Q4: 16,310 shares; 2025Q1: 22,696 shares; 2025Q2: 24,512 shares; 2025Q3: 27,285 shares; 2025Q4: 28,792 shares 28,792 $1.69M 0.11% +1,507 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: 22,855 shares; 2024Q4: 22,380 shares; 2025Q1: 22,380 shares; 2025Q2: 20,506 shares; 2025Q3: 20,704 shares; 2025Q4: 20,676 shares 20,676 $1.68M 0.11% -28 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: 20,382 shares; 2024Q4: 19,707 shares; 2025Q1: 19,649 shares; 2025Q2: 19,489 shares; 2025Q3: 19,114 shares; 2025Q4: 18,961 shares 18,961 $1.68M 0.11% -153 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: 5,569 shares; 2024Q4: 5,446 shares; 2025Q1: 4,843 shares; 2025Q2: 4,783 shares; 2025Q3: 4,738 shares; 2025Q4: 4,418 shares 4,418 $1.63M 0.11% -320 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,113 shares; 2024Q4: 11,113 shares; 2025Q1: 11,113 shares; 2025Q2: 11,113 shares; 2025Q3: 13,100 shares; 2025Q4: 13,247 shares 13,247 $1.63M 0.11% +147 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: 22,027 shares; 2024Q4: 21,996 shares; 2025Q1: 29,911 shares; 2025Q2: 32,042 shares; 2025Q3: 38,154 shares; 2025Q4: 41,375 shares 41,375 $1.59M 0.11% +3,221 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,661 shares; 2024Q4: 8,021 shares; 2025Q1: 7,825 shares; 2025Q2: 7,327 shares; 2025Q3: 7,127 shares; 2025Q4: 7,610 shares 7,610 $1.58M 0.11% +483 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: 6,423 shares; 2024Q4: 6,423 shares; 2025Q1: 6,423 shares; 2025Q2: 6,271 shares; 2025Q3: 6,169 shares; 2025Q4: 6,142 shares 6,142 $1.58M 0.11% -27 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,017 shares; 2024Q4: 8,472 shares; 2025Q1: 8,249 shares; 2025Q2: 8,987 shares; 2025Q3: 8,850 shares; 2025Q4: 10,154 shares 10,154 $1.53M 0.1% +1,304 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,280 shares; 2024Q4: 10,080 shares; 2025Q1: 10,080 shares; 2025Q2: 10,035 shares; 2025Q3: 9,553 shares; 2025Q4: 9,328 shares 9,328 $1.52M 0.1% -225 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,424 shares; 2024Q4: 13,474 shares; 2025Q1: 12,663 shares; 2025Q2: 12,823 shares; 2025Q3: 11,260 shares; 2025Q4: 12,118 shares 12,118 $1.49M 0.1% +858 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,784 shares; 2024Q4: 2,784 shares; 2025Q1: 2,679 shares; 2025Q2: 2,668 shares; 2025Q3: 2,664 shares; 2025Q4: 2,362 shares 2,362 $1.47M 0.1% -302 Timeline IYH 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: 22,805 shares; 2024Q4: 22,805 shares; 2025Q1: 22,761 shares; 2025Q2: 22,042 shares; 2025Q3: 22,002 shares; 2025Q4: 22,000 shares 22,000 $1.43M 0.1% -2 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,214 shares; 2024Q4: 5,214 shares; 2025Q1: 5,122 shares; 2025Q2: 5,105 shares; 2025Q3: 5,127 shares; 2025Q4: 5,382 shares 5,382 $1.38M 0.09% +255 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,800 shares; 2024Q4: 8,390 shares; 2025Q1: 7,871 shares; 2025Q2: 7,594 shares; 2025Q3: 7,494 shares; 2025Q4: 7,494 shares 7,494 $1.38M 0.09% 0 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,368 shares; 2024Q4: 11,044 shares; 2025Q1: 10,355 shares; 2025Q2: 11,126 shares; 2025Q3: 11,364 shares; 2025Q4: 13,051 shares 13,051 $1.37M 0.09% +1,687 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,660 shares; 2024Q4: 7,775 shares; 2025Q1: 6,533 shares; 2025Q2: 6,315 shares; 2025Q3: 6,281 shares; 2025Q4: 6,281 shares 6,281 $1.36M 0.09% 0 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,775 shares; 2024Q4: 15,775 shares; 2025Q1: 15,989 shares; 2025Q2: 15,962 shares; 2025Q3: 15,747 shares; 2025Q4: 16,273 shares 16,273 $1.27M 0.09% +526 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,172 shares; 2024Q4: 8,157 shares; 2025Q1: 7,849 shares; 2025Q2: 7,731 shares; 2025Q3: 6,863 shares; 2025Q4: 6,867 shares 6,867 $1.19M 0.08% +4 Timeline IYC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,790 shares; 2024Q4: 12,290 shares; 2025Q1: 12,290 shares; 2025Q2: 12,050 shares; 2025Q3: 11,322 shares; 2025Q4: 11,212 shares 11,212 $1.16M 0.08% -110 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: 9,287 shares; 2024Q4: 9,212 shares; 2025Q1: 9,174 shares; 2025Q2: 8,729 shares; 2025Q3: 8,713 shares; 2025Q4: 8,313 shares 8,313 $1.15M 0.08% -400 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,771 shares; 2024Q4: 29,359 shares; 2025Q1: 29,366 shares; 2025Q2: 29,090 shares; 2025Q3: 28,472 shares; 2025Q4: 27,951 shares 27,951 $1.13M 0.08% -521 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: 43,439 shares; 2024Q4: 47,739 shares; 2025Q1: 46,973 shares; 2025Q2: 47,552 shares; 2025Q3: 39,744 shares; 2025Q4: 45,272 shares 45,272 $1.12M 0.08% +5,528 Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,653 shares; 2024Q4: 18,845 shares; 2025Q1: 17,655 shares; 2025Q2: 16,557 shares; 2025Q3: 12,300 shares; 2025Q4: 10,431 shares 10,431 $1.12M 0.07% -1,869 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: 15,859 shares; 2024Q4: 18,768 shares; 2025Q1: 18,018 shares; 2025Q2: 17,649 shares; 2025Q3: 17,766 shares; 2025Q4: 14,146 shares 14,146 $1.12M 0.07% -3,620 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: 14,921 shares; 2024Q4: 14,795 shares; 2025Q1: 14,769 shares; 2025Q2: 14,569 shares; 2025Q3: 14,469 shares; 2025Q4: 13,449 shares 13,449 $1.12M 0.07% -1,020 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: 6,979 shares; 2024Q4: 6,855 shares; 2025Q1: 6,855 shares; 2025Q2: 5,376 shares; 2025Q3: 5,111 shares; 2025Q4: 4,987 shares 4,987 $1.1M 0.07% -124 Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,380 shares; 2024Q4: 7,286 shares; 2025Q1: 7,276 shares; 2025Q2: 7,276 shares; 2025Q3: 7,224 shares; 2025Q4: 7,265 shares 7,265 $1.08M 0.07% +41 Timeline BBHY 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: 37,702 shares; 2024Q4: 33,807 shares; 2025Q1: 33,025 shares; 2025Q2: 30,969 shares; 2025Q3: 27,150 shares; 2025Q4: 23,144 shares 23,144 $1.08M 0.07% -4,006 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: 4,031 shares; 2024Q4: 4,102 shares; 2025Q1: 4,102 shares; 2025Q2: 3,997 shares; 2025Q3: 3,997 shares; 2025Q4: 3,966 shares 3,966 $1.08M 0.07% -31 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: 27,553 shares; 2024Q4: 27,016 shares; 2025Q1: 8,553 shares; 2025Q2: 7,849 shares; 2025Q3: 7,477 shares; 2025Q4: 5,280 shares 5,280 $1.03M 0.07% -2,197 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,910 shares; 2024Q4: 7,299 shares; 2025Q1: 8,119 shares; 2025Q2: 9,090 shares; 2025Q3: 9,541 shares; 2025Q4: 11,172 shares 11,172 $999K 0.07% +1,631 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: 8,672 shares; 2024Q4: 9,713 shares; 2025Q1: 9,328 shares; 2025Q2: 9,249 shares; 2025Q3: 8,377 shares; 2025Q4: 9,721 shares 9,721 $995K 0.07% +1,344 Timeline OZK BANK OZK LITTLE ROCK ARK More: the full row for BANK OZK LITTLE ROCK ARK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,574 shares; 2024Q4: 21,574 shares; 2025Q1: 21,574 shares; 2025Q2: 21,574 shares; 2025Q3: 21,574 shares; 2025Q4: 21,574 shares 21,574 $993K 0.07% 0 Timeline VDE 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: 7,543 shares; 2024Q4: 7,543 shares; 2025Q1: 7,543 shares; 2025Q2: 7,863 shares; 2025Q3: 7,863 shares; 2025Q4: 7,863 shares 7,863 $990K 0.07% 0 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: 4,483 shares; 2024Q4: 4,486 shares; 2025Q1: 3,577 shares; 2025Q2: 3,458 shares; 2025Q3: 3,088 shares; 2025Q4: 3,079 shares 3,079 $961K 0.06% -9 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: 4,806 shares; 2024Q4: 5,517 shares; 2025Q1: 4,699 shares; 2025Q2: 5,219 shares; 2025Q3: 5,384 shares; 2025Q4: 5,886 shares 5,886 $958K 0.06% +502 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: 8,369 shares; 2024Q4: 7,942 shares; 2025Q1: 7,887 shares; 2025Q2: 7,774 shares; 2025Q3: 7,343 shares; 2025Q4: 7,120 shares 7,120 $896K 0.06% -223 Timeline IDU 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: 10,485 shares; 2024Q4: 10,410 shares; 2025Q1: 7,903 shares; 2025Q2: 7,780 shares; 2025Q3: 7,776 shares; 2025Q4: 8,001 shares 8,001 $867K 0.06% +225 Timeline VIS 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: 3,178 shares; 2024Q4: 3,178 shares; 2025Q1: 3,134 shares; 2025Q2: 2,984 shares; 2025Q3: 2,934 shares; 2025Q4: 2,902 shares 2,902 $866K 0.06% -32 Timeline DON 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: 21,729 shares; 2024Q4: 21,429 shares; 2025Q1: 21,429 shares; 2025Q2: 19,454 shares; 2025Q3: 16,454 shares; 2025Q4: 16,454 shares 16,454 $849K 0.06% 0 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,198 shares; 2024Q4: 8,198 shares; 2025Q1: 8,198 shares; 2025Q2: 8,198 shares; 2025Q3: 8,198 shares; 2025Q4: 8,198 shares 8,198 $840K 0.06% 0 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,040 shares; 2024Q4: 5,040 shares; 2025Q1: 5,040 shares; 2025Q2: 5,040 shares; 2025Q3: 5,105 shares; 2025Q4: 5,101 shares 5,101 $830K 0.06% -4 Timeline IYK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,690 shares; 2024Q4: 12,690 shares; 2025Q1: 12,690 shares; 2025Q2: 12,315 shares; 2025Q3: 12,065 shares; 2025Q4: 12,065 shares 12,065 $807K 0.05% 0 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: 8,260 shares; 2024Q4: 8,810 shares; 2025Q1: 8,142 shares; 2025Q2: 8,251 shares; 2025Q3: 8,062 shares; 2025Q4: 8,207 shares 8,207 $788K 0.05% +145 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,288 shares; 2024Q4: 21,558 shares; 2025Q1: 21,248 shares; 2025Q2: 16,929 shares; 2025Q3: 16,968 shares; 2025Q4: 16,382 shares 16,382 $784K 0.05% -586 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: 1,132 shares; 2024Q4: 1,079 shares; 2025Q1: 2,477 shares; 2025Q2: 2,448 shares; 2025Q3: 2,467 shares; 2025Q4: 2,229 shares 2,229 $783K 0.05% -238 Timeline CBSH COMMERCE BANCSHARES INC More: the full row for COMMERCE BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,417 shares; 2024Q4: 15,131 shares; 2025Q1: 15,131 shares; 2025Q2: 14,230 shares; 2025Q3: 14,230 shares; 2025Q4: 14,844 shares 14,844 $777K 0.05% +614 Timeline VOX 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: 5,698 shares; 2024Q4: 5,698 shares; 2025Q1: 3,998 shares; 2025Q2: 3,998 shares; 2025Q3: 3,948 shares; 2025Q4: 3,948 shares 3,948 $764K 0.05% 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: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares 1 $755K 0.05% 0 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,354 shares; 2024Q4: 4,354 shares; 2025Q1: 4,354 shares; 2025Q2: 4,354 shares; 2025Q3: 4,584 shares; 2025Q4: 5,318 shares 5,318 $751K 0.05% +734 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: 2,703 shares; 2024Q4: 2,703 shares; 2025Q1: 2,303 shares; 2025Q2: 2,188 shares; 2025Q3: 2,182 shares; 2025Q4: 2,082 shares 2,082 $736K 0.05% -100 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: 18,257 shares; 2024Q4: 17,932 shares; 2025Q1: 17,497 shares; 2025Q2: 17,170 shares; 2025Q3: 17,013 shares; 2025Q4: 16,782 shares 16,782 $732K 0.05% -231 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,036 shares; 2024Q4: 936 shares; 2025Q1: 936 shares; 2025Q2: 926 shares; 2025Q3: 881 shares; 2025Q4: 885 shares 885 $726K 0.05% +4 Timeline HUBS HUBSPOT INC More: the full row for HUBSPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,802 shares 1,802 $723K 0.05% new Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,029 shares; 2024Q4: 3,029 shares; 2025Q1: 2,747 shares; 2025Q2: 2,643 shares; 2025Q3: 2,643 shares; 2025Q4: 2,600 shares 2,600 $716K 0.05% -43 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: 2,541 shares; 2024Q4: 2,590 shares; 2025Q1: 2,522 shares; 2025Q2: 2,470 shares; 2025Q3: 2,460 shares; 2025Q4: 2,453 shares 2,453 $706K 0.05% -7 Timeline JEF JEFFERIES FINANCIAL GROUP IN More: the full row for JEFFERIES FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,317 shares; 2024Q4: 8,668 shares; 2025Q1: 8,970 shares; 2025Q2: 9,872 shares; 2025Q3: 9,535 shares; 2025Q4: 11,178 shares 11,178 $693K 0.05% +1,643 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,400 shares; 2024Q4: 5,400 shares; 2025Q1: 5,391 shares; 2025Q2: 5,275 shares; 2025Q3: 5,275 shares; 2025Q4: 5,275 shares 5,275 $680K 0.05% 0 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,037 shares; 2024Q4: 7,743 shares; 2025Q1: 7,646 shares; 2025Q2: 7,062 shares; 2025Q3: 6,427 shares; 2025Q4: 5,663 shares 5,663 $661K 0.04% -764 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: 10,721 shares; 2024Q4: 10,541 shares; 2025Q1: 9,595 shares; 2025Q2: 2,091 shares; 2025Q3: 2,173 shares; 2025Q4: 1,966 shares 1,966 $649K 0.04% -207 Timeline BF-B BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,569 shares; 2024Q4: 24,494 shares; 2025Q1: 24,494 shares; 2025Q2: 24,494 shares; 2025Q3: 24,494 shares; 2025Q4: 24,489 shares 24,489 $638K 0.04% -5 Timeline IYM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,226 shares; 2024Q4: 5,226 shares; 2025Q1: 4,223 shares; 2025Q2: 4,108 shares; 2025Q3: 4,083 shares; 2025Q4: 4,136 shares 4,136 $637K 0.04% +53 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: not reported; 2024Q4: 342 shares; 2025Q1: 376 shares; 2025Q2: 395 shares; 2025Q3: 404 shares; 2025Q4: 471 shares 471 $626K 0.04% +67 Timeline VCR 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: 1,904 shares; 2024Q4: 1,904 shares; 2025Q1: 1,733 shares; 2025Q2: 1,592 shares; 2025Q3: 1,592 shares; 2025Q4: 1,587 shares 1,587 $625K 0.04% -5 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: 7,500 shares; 2024Q4: 7,500 shares; 2025Q1: 7,500 shares; 2025Q2: 7,349 shares; 2025Q3: 7,049 shares; 2025Q4: 7,069 shares 7,069 $619K 0.04% +20 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 172 shares; 2025Q3: 219 shares; 2025Q4: 366 shares 366 $619K 0.04% +147 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: 1,771 shares; 2024Q4: 1,771 shares; 2025Q1: 1,765 shares; 2025Q2: 1,740 shares; 2025Q3: 2,563 shares; 2025Q4: 2,352 shares 2,352 $617K 0.04% -211 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: 1,176 shares; 2024Q4: 1,111 shares; 2025Q1: 1,102 shares; 2025Q2: 1,088 shares; 2025Q3: 1,077 shares; 2025Q4: 1,077 shares 1,077 $614K 0.04% 0 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,361 shares; 2024Q4: 8,783 shares; 2025Q1: 8,783 shares; 2025Q2: 8,902 shares; 2025Q3: 9,194 shares; 2025Q4: 7,784 shares 7,784 $613K 0.04% -1,410 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,201 shares; 2024Q4: 5,144 shares; 2025Q1: 1,339 shares; 2025Q2: 1,278 shares; 2025Q3: 1,389 shares; 2025Q4: 1,372 shares 1,372 $611K 0.04% -17 Timeline PR PERMIAN RESOURCES CORP More: the full row for PERMIAN RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,900 shares; 2024Q4: 37,400 shares; 2025Q1: 37,100 shares; 2025Q2: 32,250 shares; 2025Q3: 32,250 shares; 2025Q4: 43,050 shares 43,050 $604K 0.04% +10,800 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,184 shares; 2024Q4: 3,124 shares; 2025Q1: 2,188 shares; 2025Q2: 2,188 shares; 2025Q3: 2,188 shares; 2025Q4: 2,068 shares 2,068 $597K 0.04% -120 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: 6,801 shares; 2024Q4: 6,701 shares; 2025Q1: 6,601 shares; 2025Q2: 6,343 shares; 2025Q3: 6,243 shares; 2025Q4: 6,359 shares 6,359 $593K 0.04% +116 Timeline MGK 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: 1,525 shares; 2024Q4: 1,400 shares; 2025Q1: 1,400 shares; 2025Q2: 1,400 shares; 2025Q3: 1,400 shares; 2025Q4: 1,400 shares 1,400 $578K 0.04% 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: 2,572 shares; 2024Q4: 2,307 shares; 2025Q1: 1,907 shares; 2025Q2: 1,919 shares; 2025Q3: 1,941 shares; 2025Q4: 1,941 shares 1,941 $570K 0.04% 0 Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,573 shares; 2024Q4: 12,260 shares; 2025Q1: 12,708 shares; 2025Q2: 15,828 shares; 2025Q3: 16,135 shares; 2025Q4: 23,922 shares 23,922 $567K 0.04% +7,787 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,711 shares; 2024Q4: 10,711 shares; 2025Q1: 10,686 shares; 2025Q2: 10,606 shares; 2025Q3: 10,606 shares; 2025Q4: 10,406 shares 10,406 $561K 0.04% -200 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: 1,789 shares; 2024Q4: 1,789 shares; 2025Q1: 1,828 shares; 2025Q2: 1,761 shares; 2025Q3: 1,855 shares; 2025Q4: 2,136 shares 2,136 $553K 0.04% +281 Timeline VFH 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: 4,367 shares; 2024Q4: 4,317 shares; 2025Q1: 4,317 shares; 2025Q2: 4,317 shares; 2025Q3: 4,117 shares; 2025Q4: 4,117 shares 4,117 $550K 0.04% 0 Timeline KBE 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: 12,065 shares; 2024Q4: 11,665 shares; 2025Q1: 9,165 shares; 2025Q2: 9,045 shares; 2025Q3: 9,033 shares; 2025Q4: 9,027 shares 9,027 $548K 0.04% -6 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: not reported; 2024Q4: 3,740 shares; 2025Q1: 3,740 shares; 2025Q2: 3,190 shares; 2025Q3: 3,190 shares; 2025Q4: 3,190 shares 3,190 $546K 0.04% 0 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,287 shares; 2024Q4: 2,567 shares; 2025Q1: 2,267 shares; 2025Q2: 1,900 shares; 2025Q3: 1,900 shares; 2025Q4: 1,900 shares 1,900 $542K 0.04% 0 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,905 shares; 2024Q4: 10,905 shares; 2025Q1: 10,572 shares; 2025Q2: 10,452 shares; 2025Q3: 10,017 shares; 2025Q4: 10,017 shares 10,017 $529K 0.04% 0 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: 842 shares; 2024Q4: 850 shares; 2025Q1: 608 shares; 2025Q2: 604 shares; 2025Q3: 545 shares; 2025Q4: 793 shares 793 $525K 0.04% +248 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: 3,524 shares; 2024Q4: 3,573 shares; 2025Q1: 3,573 shares; 2025Q2: 3,724 shares; 2025Q3: 3,698 shares; 2025Q4: 3,698 shares 3,698 $522K 0.03% 0 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,974 shares; 2024Q4: 83,800 shares; 2025Q1: 20,174 shares; 2025Q2: 17,115 shares; 2025Q3: 16,797 shares; 2025Q4: 17,395 shares 17,395 $520K 0.03% +598 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,475 shares; 2025Q3: 3,475 shares; 2025Q4: 3,475 shares 3,475 $499K 0.03% 0 Timeline SLI STANDARD LITHIUM CORP More: the full row for STANDARD LITHIUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,476 shares; 2024Q4: 66,476 shares; 2025Q1: 66,476 shares; 2025Q2: 93,236 shares; 2025Q3: 118,236 shares; 2025Q4: 111,236 shares 111,236 $497K 0.03% -7,000 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,071 shares; 2025Q3: 5,325 shares; 2025Q4: 4,911 shares 4,911 $490K 0.03% -414 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,685 shares; 2024Q4: 3,685 shares; 2025Q1: 3,515 shares; 2025Q2: 3,515 shares; 2025Q3: 3,190 shares; 2025Q4: 3,239 shares 3,239 $490K 0.03% +49 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: 2,085 shares; 2024Q4: 2,198 shares; 2025Q1: 2,083 shares; 2025Q2: 2,083 shares; 2025Q3: 2,283 shares; 2025Q4: 2,283 shares 2,283 $489K 0.03% 0 Timeline EAT BRINKER INTL INC More: the full row for BRINKER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,375 shares; 2024Q4: 3,375 shares; 2025Q1: 3,375 shares; 2025Q2: 3,375 shares; 2025Q3: 3,375 shares; 2025Q4: 3,375 shares 3,375 $484K 0.03% 0 Timeline SWKS SKYWORKS SOLUTIONS INC More: the full row for SKYWORKS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,833 shares; 2024Q4: 5,557 shares; 2025Q1: 5,807 shares; 2025Q2: 5,935 shares; 2025Q3: 5,612 shares; 2025Q4: 7,518 shares 7,518 $477K 0.03% +1,906 Timeline VDC 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: 2,315 shares; 2024Q4: 2,315 shares; 2025Q1: 2,310 shares; 2025Q2: 2,276 shares; 2025Q3: 2,251 shares; 2025Q4: 2,251 shares 2,251 $476K 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: 6,349 shares; 2024Q4: 5,974 shares; 2025Q1: 5,698 shares; 2025Q2: 5,680 shares; 2025Q3: 5,380 shares; 2025Q4: 5,380 shares 5,380 $470K 0.03% 0 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 927 shares; 2024Q4: 897 shares; 2025Q1: not reported; 2025Q2: 737 shares; 2025Q3: 704 shares; 2025Q4: 1,324 shares 1,324 $468K 0.03% +620 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 660 shares; 2024Q4: 630 shares; 2025Q1: 630 shares; 2025Q2: 685 shares; 2025Q3: 775 shares; 2025Q4: 915 shares 915 $467K 0.03% +140 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,730 shares; 2025Q2: 3,445 shares; 2025Q3: 3,445 shares; 2025Q4: 4,130 shares 4,130 $456K 0.03% +685 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,571 shares; 2024Q4: 1,705 shares; 2025Q1: 1,543 shares; 2025Q2: 1,543 shares; 2025Q3: 1,490 shares; 2025Q4: 1,490 shares 1,490 $453K 0.03% 0 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,675 shares; 2024Q4: 2,675 shares; 2025Q1: 2,675 shares; 2025Q2: 2,675 shares; 2025Q3: 2,675 shares; 2025Q4: 2,675 shares 2,675 $451K 0.03% 0 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,775 shares; 2024Q4: 4,347 shares; 2025Q1: 4,747 shares; 2025Q2: 5,812 shares; 2025Q3: 5,597 shares; 2025Q4: 6,006 shares 6,006 $445K 0.03% +409 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,575 shares; 2025Q2: 10,575 shares; 2025Q3: 9,975 shares; 2025Q4: 9,629 shares 9,629 $441K 0.03% -346 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: 2,494 shares; 2024Q4: 2,531 shares; 2025Q1: 2,531 shares; 2025Q2: 2,458 shares; 2025Q3: 2,423 shares; 2025Q4: 1,964 shares 1,964 $438K 0.03% -459 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: 9,129 shares; 2024Q4: 9,129 shares; 2025Q1: 9,122 shares; 2025Q2: 9,068 shares; 2025Q3: 9,065 shares; 2025Q4: 9,116 shares 9,116 $433K 0.03% +51 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,335 shares; 2024Q4: 1,435 shares; 2025Q1: 1,435 shares; 2025Q2: 1,543 shares; 2025Q3: 1,365 shares; 2025Q4: 1,385 shares 1,385 $433K 0.03% +20 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,320 shares; 2024Q4: 16,120 shares; 2025Q1: 15,720 shares; 2025Q2: 13,425 shares; 2025Q3: 13,000 shares; 2025Q4: 12,195 shares 12,195 $424K 0.03% -805 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: 15,497 shares; 2024Q4: 15,528 shares; 2025Q1: 14,519 shares; 2025Q2: 14,419 shares; 2025Q3: 14,356 shares; 2025Q4: 9,089 shares 9,089 $423K 0.03% -5,267 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,051 shares; 2024Q4: 4,051 shares; 2025Q1: 2,901 shares; 2025Q2: 2,825 shares; 2025Q3: 2,825 shares; 2025Q4: 2,825 shares 2,825 $421K 0.03% 0 Timeline NUMV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,347 shares; 2024Q4: 11,331 shares; 2025Q1: 11,331 shares; 2025Q2: 11,066 shares; 2025Q3: 10,644 shares; 2025Q4: 10,680 shares 10,680 $418K 0.03% +36 Timeline CWEN CLEARWAY ENERGY INC More: the full row for CLEARWAY ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,500 shares; 2025Q1: 14,500 shares; 2025Q2: 14,500 shares; 2025Q3: 14,500 shares; 2025Q4: 12,500 shares 12,500 $416K 0.03% -2,000 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,131 shares; 2024Q4: 2,131 shares; 2025Q1: 2,131 shares; 2025Q2: 2,131 shares; 2025Q3: 2,131 shares; 2025Q4: 2,080 shares 2,080 $412K 0.03% -51 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,400 shares; 2024Q4: 16,122 shares; 2025Q1: 14,972 shares; 2025Q2: 14,972 shares; 2025Q3: 14,547 shares; 2025Q4: 14,547 shares 14,547 $400K 0.03% 0 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,365 shares; 2024Q4: 1,465 shares; 2025Q1: 1,455 shares; 2025Q2: 1,455 shares; 2025Q3: 1,455 shares; 2025Q4: 1,370 shares 1,370 $397K 0.03% -85 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,769 shares; 2024Q4: 19,460 shares; 2025Q1: 16,376 shares; 2025Q2: 8,770 shares; 2025Q3: 8,619 shares; 2025Q4: 8,567 shares 8,567 $397K 0.03% -52 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 774 shares; 2024Q4: 759 shares; 2025Q1: 609 shares; 2025Q2: 579 shares; 2025Q3: 501 shares; 2025Q4: 776 shares 776 $396K 0.03% +275 Timeline VPU 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: 2,080 shares; 2024Q4: 2,080 shares; 2025Q1: 2,080 shares; 2025Q2: 2,080 shares; 2025Q3: 2,080 shares; 2025Q4: 2,080 shares 2,080 $385K 0.03% 0 Timeline NUMG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,542 shares; 2024Q4: 8,528 shares; 2025Q1: 8,528 shares; 2025Q2: 8,328 shares; 2025Q3: 7,985 shares; 2025Q4: 8,056 shares 8,056 $385K 0.03% +71 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: 51,463 shares; 2024Q4: 40,736 shares; 2025Q1: 16,533 shares; 2025Q2: 15,386 shares; 2025Q3: 12,245 shares; 2025Q4: 10,320 shares 10,320 $381K 0.03% -1,925 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,562 shares; 2024Q4: 1,562 shares; 2025Q1: 1,562 shares; 2025Q2: 1,526 shares; 2025Q3: 1,490 shares; 2025Q4: 1,307 shares 1,307 $378K 0.03% -183 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,895 shares; 2024Q4: 1,844 shares; 2025Q1: 1,776 shares; 2025Q2: 1,776 shares; 2025Q3: 1,776 shares; 2025Q4: 1,776 shares 1,776 $376K 0.03% 0 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,893 shares; 2024Q4: 3,878 shares; 2025Q1: 3,878 shares; 2025Q2: 3,878 shares; 2025Q3: 3,954 shares; 2025Q4: 3,845 shares 3,845 $366K 0.02% -109 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: 12,158 shares; 2024Q4: 11,947 shares; 2025Q1: 11,396 shares; 2025Q2: 11,116 shares; 2025Q3: 8,333 shares; 2025Q4: 7,559 shares 7,559 $365K 0.02% -774 Timeline ASO ACADEMY SPORTS & OUTDOORS IN More: the full row for ACADEMY SPORTS & OUTDOORS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,860 shares; 2024Q4: 10,810 shares; 2025Q1: 8,510 shares; 2025Q2: 8,625 shares; 2025Q3: 8,540 shares; 2025Q4: 7,108 shares 7,108 $355K 0.02% -1,432 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,775 shares; 2025Q1: 2,605 shares; 2025Q2: 2,369 shares; 2025Q3: 2,309 shares; 2025Q4: 2,189 shares 2,189 $352K 0.02% -120 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: 702 shares; 2024Q4: 703 shares; 2025Q1: 703 shares; 2025Q2: 670 shares; 2025Q3: 676 shares; 2025Q4: 665 shares 665 $348K 0.02% -11 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: 20,883 shares; 2024Q4: 21,213 shares; 2025Q1: 20,963 shares; 2025Q2: 14,920 shares; 2025Q3: 13,778 shares; 2025Q4: 12,745 shares 12,745 $345K 0.02% -1,033 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: 401 shares; 2024Q4: 395 shares; 2025Q1: 379 shares; 2025Q2: 374 shares; 2025Q3: 358 shares; 2025Q4: 3,675 shares 3,675 $345K 0.02% +3,317 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,899 shares; 2024Q4: 3,245 shares; 2025Q1: 2,995 shares; 2025Q2: 2,819 shares; 2025Q3: 2,840 shares; 2025Q4: 2,840 shares 2,840 $340K 0.02% 0 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,935 shares; 2024Q4: 1,920 shares; 2025Q1: 1,877 shares; 2025Q2: 1,668 shares; 2025Q3: 1,668 shares; 2025Q4: 1,638 shares 1,638 $338K 0.02% -30 Timeline SMBC SOUTHERN MO BANCORP INC More: the full row for SOUTHERN MO BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,540 shares; 2024Q4: 5,540 shares; 2025Q1: 5,540 shares; 2025Q2: 5,540 shares; 2025Q3: 5,540 shares; 2025Q4: 5,540 shares 5,540 $328K 0.02% 0 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,160 shares; 2024Q4: 13,660 shares; 2025Q1: 13,416 shares; 2025Q2: 13,364 shares; 2025Q3: 8,696 shares; 2025Q4: 8,696 shares 8,696 $315K 0.02% 0 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,074 shares; 2024Q4: 39,753 shares; 2025Q1: 8,932 shares; 2025Q2: 7,675 shares; 2025Q3: 4,079 shares; 2025Q4: 3,415 shares 3,415 $314K 0.02% -664 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: 1,921 shares; 2024Q4: 1,976 shares; 2025Q1: 1,945 shares; 2025Q2: 1,945 shares; 2025Q3: 1,945 shares; 2025Q4: 1,945 shares 1,945 $311K 0.02% 0 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,432 shares; 2024Q4: 1,432 shares; 2025Q1: 1,432 shares; 2025Q2: 1,350 shares; 2025Q3: 1,259 shares; 2025Q4: 1,256 shares 1,256 $309K 0.02% -3 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,839 shares; 2024Q4: 8,439 shares; 2025Q1: 7,981 shares; 2025Q2: 7,573 shares; 2025Q3: 5,505 shares; 2025Q4: 3,887 shares 3,887 $306K 0.02% -1,618 Timeline KRE 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: 6,094 shares; 2024Q4: 6,104 shares; 2025Q1: 5,104 shares; 2025Q2: 4,894 shares; 2025Q3: 4,694 shares; 2025Q4: 4,694 shares 4,694 $304K 0.02% 0 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,692 shares; 2024Q4: 11,076 shares; 2025Q1: 11,076 shares; 2025Q2: 11,076 shares; 2025Q3: 11,076 shares; 2025Q4: 11,076 shares 11,076 $301K 0.02% 0 Timeline AOS SMITH A O CORP More: the full row for SMITH A O CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,200 shares; 2024Q4: 7,200 shares; 2025Q1: 7,200 shares; 2025Q2: 7,200 shares; 2025Q3: 7,200 shares; 2025Q4: 4,500 shares 4,500 $301K 0.02% -2,700 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 348 shares; 2025Q1: 278 shares; 2025Q2: 292 shares; 2025Q3: 282 shares; 2025Q4: 280 shares 280 $300K 0.02% -2 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: not reported; 2024Q4: 967 shares; 2025Q1: 967 shares; 2025Q2: 967 shares; 2025Q3: not reported; 2025Q4: 730 shares 730 $289K 0.02% new Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,440 shares; 2025Q1: not reported; 2025Q2: 1,380 shares; 2025Q3: 1,287 shares; 2025Q4: 1,265 shares 1,265 $288K 0.02% -22 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,232 shares; 2025Q1: 1,223 shares; 2025Q2: 1,199 shares; 2025Q3: 1,238 shares; 2025Q4: 1,344 shares 1,344 $285K 0.02% +106 Timeline NTNX NUTANIX INC More: the full row for NUTANIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,300 shares; 2024Q4: 7,075 shares; 2025Q1: 7,145 shares; 2025Q2: 7,295 shares; 2025Q3: 7,295 shares; 2025Q4: 5,470 shares 5,470 $283K 0.02% -1,825 Timeline KEX KIRBY CORP More: the full row for KIRBY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,908 shares; 2024Q4: 2,903 shares; 2025Q1: 2,810 shares; 2025Q2: 2,688 shares; 2025Q3: 2,597 shares; 2025Q4: 2,543 shares 2,543 $280K 0.02% -54 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: 3,957 shares; 2024Q4: 3,880 shares; 2025Q1: 3,880 shares; 2025Q2: 3,875 shares; 2025Q3: 3,726 shares; 2025Q4: 3,157 shares 3,157 $279K 0.02% -569 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,901 shares; 2024Q4: 1,876 shares; 2025Q1: 1,848 shares; 2025Q2: 1,848 shares; 2025Q3: 1,526 shares; 2025Q4: 1,526 shares 1,526 $278K 0.02% 0 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: 1,355 shares; 2024Q4: 1,355 shares; 2025Q1: 1,355 shares; 2025Q2: 1,355 shares; 2025Q3: 1,355 shares; 2025Q4: 1,315 shares 1,315 $267K 0.02% -40 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: 3,600 shares; 2024Q4: 3,580 shares; 2025Q1: 3,194 shares; 2025Q2: 2,994 shares; 2025Q3: 3,228 shares; 2025Q4: 2,683 shares 2,683 $266K 0.02% -545 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: 9,088 shares; 2024Q4: 5,360 shares; 2025Q1: 4,606 shares; 2025Q2: 3,727 shares; 2025Q3: 3,478 shares; 2025Q4: 3,328 shares 3,328 $264K 0.02% -150 Timeline VAW 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: 1,228 shares; 2024Q4: 1,228 shares; 2025Q1: 1,228 shares; 2025Q2: 1,228 shares; 2025Q3: 1,228 shares; 2025Q4: 1,228 shares 1,228 $255K 0.02% 0 Timeline VUZI VUZIX CORP More: the full row for VUZIX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,200 shares; 2024Q4: 58,800 shares; 2025Q1: 58,800 shares; 2025Q2: 58,800 shares; 2025Q3: 58,800 shares; 2025Q4: 66,800 shares 66,800 $253K 0.02% +8,000 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,882 shares; 2025Q2: 5,882 shares; 2025Q3: 6,482 shares; 2025Q4: 6,482 shares 6,482 $249K 0.02% 0 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: 5,290 shares; 2024Q4: 4,840 shares; 2025Q1: 4,729 shares; 2025Q2: 4,761 shares; 2025Q3: 4,591 shares; 2025Q4: 4,591 shares 4,591 $247K 0.02% 0 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,400 shares; 2024Q4: 6,850 shares; 2025Q1: 6,750 shares; 2025Q2: 6,750 shares; 2025Q3: 6,600 shares; 2025Q4: 6,600 shares 6,600 $242K 0.02% 0 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 643 shares; 2024Q4: 725 shares; 2025Q1: 714 shares; 2025Q2: 714 shares; 2025Q3: 620 shares; 2025Q4: 620 shares 620 $241K 0.02% 0 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 495 shares; 2025Q3: not reported; 2025Q4: 511 shares 511 $240K 0.02% new 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: 4,143 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,346 shares 3,346 $239K 0.02% new 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: 1,041 shares; 2024Q4: 1,031 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 608 shares; 2025Q4: 608 shares 608 $237K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,590 shares; 2025Q3: 1,454 shares; 2025Q4: 1,454 shares 1,454 $236K 0.02% 0 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,095 shares; 2024Q4: 4,035 shares; 2025Q1: 3,220 shares; 2025Q2: 3,439 shares; 2025Q3: 3,225 shares; 2025Q4: 3,545 shares 3,545 $235K 0.02% +320 Timeline ARLP ALLIANCE RESOURCE PARTNERS L More: the full row for ALLIANCE RESOURCE PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares 10,000 $232K 0.02% 0 Timeline VGUS VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,977 shares; 2025Q4: 2,977 shares 2,977 $225K 0.02% 0 Timeline VGIT 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,635 shares 3,635 $218K 0.01% new Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,340 shares 4,340 $217K 0.01% new Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,184 shares; 2024Q4: 2,084 shares; 2025Q1: 2,033 shares; 2025Q2: 1,738 shares; 2025Q3: 1,694 shares; 2025Q4: 1,501 shares 1,501 $214K 0.01% -193 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,974 shares 1,974 $211K 0.01% new Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 226 shares; 2024Q4: 226 shares; 2025Q1: 226 shares; 2025Q2: 226 shares; 2025Q3: 226 shares; 2025Q4: 209 shares 209 $211K 0.01% -17 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 553 shares; 2025Q3: 332 shares; 2025Q4: 332 shares 332 $208K 0.01% 0 Timeline SDOG ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,883 shares; 2024Q4: 3,683 shares; 2025Q1: 3,683 shares; 2025Q2: 3,683 shares; 2025Q3: 3,404 shares; 2025Q4: 3,404 shares 3,404 $206K 0.01% 0 Timeline HELO 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,085 shares 3,085 $205K 0.01% new Timeline RIG TRANSOCEAN LTD More: the full row for TRANSOCEAN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,000 shares; 2024Q4: 28,000 shares; 2025Q1: 28,000 shares; 2025Q2: 28,000 shares; 2025Q3: 28,000 shares; 2025Q4: 28,000 shares 28,000 $116K 0.01% 0 Timeline