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: 374,660 shares; 2024Q4: 352,478 shares; 2025Q1: 349,860 shares; 2025Q2: 348,064 shares; 2025Q3: 345,317 shares; 2025Q4: 344,600 shares 344,600 $167M 5.1% -717 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: 670,692 shares; 2024Q4: 635,471 shares; 2025Q1: 620,913 shares; 2025Q2: 607,181 shares; 2025Q3: 593,974 shares; 2025Q4: 574,770 shares 574,770 $156M 4.78% -19,204 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: 476,053 shares; 2024Q4: 469,824 shares; 2025Q1: 472,855 shares; 2025Q2: 478,989 shares; 2025Q3: 478,388 shares; 2025Q4: 467,033 shares 467,033 $146M 4.47% -11,355 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: 107,244 shares; 2024Q4: 110,376 shares; 2025Q1: 110,957 shares; 2025Q2: 110,170 shares; 2025Q3: 111,367 shares; 2025Q4: 114,691 shares 114,691 $123M 3.77% +3,324 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: 150,054 shares; 2024Q4: 151,001 shares; 2025Q1: 155,241 shares; 2025Q2: 164,383 shares; 2025Q3: 170,359 shares; 2025Q4: 175,745 shares 175,745 $120M 3.68% +5,386 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: 427,305 shares; 2024Q4: 378,841 shares; 2025Q1: 356,319 shares; 2025Q2: 361,583 shares; 2025Q3: 354,677 shares; 2025Q4: 351,496 shares 351,496 $113M 3.47% -3,181 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: 294,713 shares; 2024Q4: 291,612 shares; 2025Q1: 294,791 shares; 2025Q2: 291,564 shares; 2025Q3: 285,293 shares; 2025Q4: 282,737 shares 282,737 $97.9M 3% -2,556 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: 386,165 shares; 2024Q4: 383,501 shares; 2025Q1: 380,148 shares; 2025Q2: 376,866 shares; 2025Q3: 376,792 shares; 2025Q4: 380,350 shares 380,350 $87.8M 2.69% +3,558 Timeline SYBT STOCK YDS BANCORP INC More: the full row for STOCK YDS BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,159,313 shares; 2024Q4: 1,125,089 shares; 2025Q1: 1,035,913 shares; 2025Q2: 995,766 shares; 2025Q3: 971,902 shares; 2025Q4: 1,338,377 shares 1,338,377 $86.9M 2.66% +366,475 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: 330,924 shares; 2024Q4: 362,391 shares; 2025Q1: 393,000 shares; 2025Q2: 399,532 shares; 2025Q3: 406,512 shares; 2025Q4: 409,251 shares 409,251 $76.3M 2.34% +2,739 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: 715,307 shares; 2024Q4: 712,486 shares; 2025Q1: 714,348 shares; 2025Q2: 712,635 shares; 2025Q3: 736,495 shares; 2025Q4: 771,704 shares 771,704 $74.1M 2.27% +35,209 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: 228,010 shares; 2024Q4: 222,785 shares; 2025Q1: 216,372 shares; 2025Q2: 212,276 shares; 2025Q3: 211,713 shares; 2025Q4: 210,666 shares 210,666 $73.9M 2.26% -1,047 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: 21,599 shares; 2024Q4: 52,729 shares; 2025Q1: 55,807 shares; 2025Q2: 56,767 shares; 2025Q3: 58,674 shares; 2025Q4: 58,427 shares 58,427 $62.5M 1.91% -247 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: 194,375 shares; 2024Q4: 102,862 shares; 2025Q1: 96,635 shares; 2025Q2: 94,884 shares; 2025Q3: 91,593 shares; 2025Q4: 90,162 shares 90,162 $61.5M 1.88% -1,431 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: 311,996 shares; 2024Q4: 319,273 shares; 2025Q1: 325,097 shares; 2025Q2: 329,839 shares; 2025Q3: 301,411 shares; 2025Q4: 282,164 shares 282,164 $55M 1.68% -19,247 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 216,685 shares; 2024Q4: 213,096 shares; 2025Q1: 192,486 shares; 2025Q2: 181,199 shares; 2025Q3: 180,672 shares; 2025Q4: 177,595 shares 177,595 $50.3M 1.54% -3,077 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: 471,542 shares; 2024Q4: 478,331 shares; 2025Q1: 488,541 shares; 2025Q2: 501,728 shares; 2025Q3: 510,511 shares; 2025Q4: 517,524 shares 517,524 $49.8M 1.52% +7,013 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: 184,572 shares; 2024Q4: 177,293 shares; 2025Q1: 174,157 shares; 2025Q2: 175,320 shares; 2025Q3: 182,938 shares; 2025Q4: 188,336 shares 188,336 $46.4M 1.42% +5,398 Timeline TFLO 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: 727,208 shares; 2024Q4: 886,901 shares; 2025Q1: 876,266 shares; 2025Q2: 891,461 shares; 2025Q3: 943,634 shares; 2025Q4: 908,043 shares 908,043 $45.8M 1.4% -35,591 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: 499,003 shares; 2024Q4: 496,464 shares; 2025Q1: 489,523 shares; 2025Q2: 493,891 shares; 2025Q3: 500,797 shares; 2025Q4: 542,500 shares 542,500 $43.6M 1.33% +41,703 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: 54,046 shares; 2024Q4: 53,264 shares; 2025Q1: 52,225 shares; 2025Q2: 50,364 shares; 2025Q3: 49,761 shares; 2025Q4: 49,870 shares 49,870 $43M 1.32% +109 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: 298,193 shares; 2024Q4: 292,461 shares; 2025Q1: 285,681 shares; 2025Q2: 282,492 shares; 2025Q3: 273,095 shares; 2025Q4: 271,459 shares 271,459 $41.4M 1.27% -1,636 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: 334,775 shares; 2024Q4: 318,404 shares; 2025Q1: 313,157 shares; 2025Q2: 307,843 shares; 2025Q3: 309,254 shares; 2025Q4: 310,304 shares 310,304 $38.9M 1.19% +1,050 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: 19,121 shares; 2024Q4: 17,999 shares; 2025Q1: 37,879 shares; 2025Q2: 49,600 shares; 2025Q3: 55,451 shares; 2025Q4: 58,161 shares 58,161 $38.4M 1.18% +2,710 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,116 shares; 2024Q4: 58,532 shares; 2025Q1: 59,561 shares; 2025Q2: 60,185 shares; 2025Q3: 60,614 shares; 2025Q4: 62,209 shares 62,209 $38.1M 1.16% +1,595 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: 126,341 shares; 2024Q4: 117,020 shares; 2025Q1: 115,968 shares; 2025Q2: 113,731 shares; 2025Q3: 109,274 shares; 2025Q4: 108,110 shares 108,110 $37.2M 1.14% -1,164 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: 36,837 shares; 2025Q1: 36,325 shares; 2025Q2: 35,707 shares; 2025Q3: 35,244 shares; 2025Q4: 34,567 shares 34,567 $37M 1.13% -677 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: 163,645 shares; 2024Q4: 156,128 shares; 2025Q1: 152,173 shares; 2025Q2: 150,023 shares; 2025Q3: 152,531 shares; 2025Q4: 167,763 shares 167,763 $36.9M 1.13% +15,232 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: 62,956 shares; 2024Q4: 128,516 shares; 2025Q1: 130,264 shares; 2025Q2: 178,496 shares; 2025Q3: 192,396 shares; 2025Q4: 195,721 shares 195,721 $36.1M 1.1% +3,325 Timeline CHDN CHURCHILL DOWNS INC More: the full row for CHURCHILL DOWNS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 252,924 shares; 2024Q4: 251,547 shares; 2025Q1: 252,153 shares; 2025Q2: 361,940 shares; 2025Q3: 358,658 shares; 2025Q4: 296,371 shares 296,371 $33.7M 1.03% -62,287 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: 274,744 shares; 2024Q4: 268,258 shares; 2025Q1: 266,517 shares; 2025Q2: 258,378 shares; 2025Q3: 246,146 shares; 2025Q4: 243,355 shares 243,355 $29.3M 0.9% -2,791 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 53,387 shares; 2025Q2: 58,353 shares; 2025Q3: 60,573 shares; 2025Q4: 68,485 shares 68,485 $28.9M 0.88% +7,912 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: 65,801 shares; 2024Q4: 65,591 shares; 2025Q1: 64,937 shares; 2025Q2: 63,811 shares; 2025Q3: 63,762 shares; 2025Q4: 63,613 shares 63,613 $27.1M 0.83% -149 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: 23,309 shares; 2024Q4: 19,186 shares; 2025Q1: 265,485 shares; 2025Q2: 275,305 shares; 2025Q3: 285,672 shares; 2025Q4: 289,447 shares 289,447 $25.6M 0.78% +3,775 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 123,317 shares; 2024Q4: 123,395 shares; 2025Q1: 122,598 shares; 2025Q2: 137,283 shares; 2025Q3: 136,493 shares; 2025Q4: 133,179 shares 133,179 $24.7M 0.76% -3,314 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: 110,556 shares; 2024Q4: 107,006 shares; 2025Q1: 107,978 shares; 2025Q2: 104,563 shares; 2025Q3: 106,782 shares; 2025Q4: 147,787 shares 147,787 $23.7M 0.73% +41,005 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: 202,046 shares; 2024Q4: 193,121 shares; 2025Q1: 181,241 shares; 2025Q2: 176,361 shares; 2025Q3: 162,175 shares; 2025Q4: 162,094 shares 162,094 $23.2M 0.71% -81 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: 30 shares; 2024Q4: 30 shares; 2025Q1: 30 shares; 2025Q2: 30 shares; 2025Q3: 30 shares; 2025Q4: 30 shares 30 $22.6M 0.69% 0 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: 259,679 shares; 2024Q4: 156,349 shares; 2025Q1: 122,995 shares; 2025Q2: 112,266 shares; 2025Q3: 108,615 shares; 2025Q4: 107,810 shares 107,810 $22.3M 0.68% -805 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI 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: 514,381 shares; 2025Q4: 936,915 shares 936,915 $21.8M 0.67% +422,534 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: 104,746 shares; 2024Q4: 100,071 shares; 2025Q1: 81,788 shares; 2025Q2: 54,190 shares; 2025Q3: 45,760 shares; 2025Q4: 42,747 shares 42,747 $21.5M 0.66% -3,013 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: 59,026 shares; 2024Q4: 75,597 shares; 2025Q1: 77,022 shares; 2025Q2: 75,996 shares; 2025Q3: 65,771 shares; 2025Q4: 62,341 shares 62,341 $20.6M 0.63% -3,430 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: 74,674 shares; 2024Q4: 71,597 shares; 2025Q1: 69,105 shares; 2025Q2: 66,984 shares; 2025Q3: 64,691 shares; 2025Q4: 63,115 shares 63,115 $19.8M 0.61% -1,576 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,998 shares; 2025Q3: 124,708 shares; 2025Q4: 131,085 shares 131,085 $19M 0.58% +6,377 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 145,044 shares; 2024Q4: 169,812 shares; 2025Q1: 181,643 shares; 2025Q2: 168,591 shares; 2025Q3: 169,525 shares; 2025Q4: 175,425 shares 175,425 $17.9M 0.55% +5,900 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,684 shares; 2024Q4: 14,853 shares; 2025Q1: 14,708 shares; 2025Q2: 14,846 shares; 2025Q3: 22,809 shares; 2025Q4: 22,729 shares 22,729 $17.4M 0.53% -80 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: 88,046 shares; 2024Q4: 85,428 shares; 2025Q1: 84,611 shares; 2025Q2: 80,769 shares; 2025Q3: 81,541 shares; 2025Q4: 49,186 shares 49,186 $17.3M 0.53% -32,355 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: 116,341 shares; 2024Q4: 112,540 shares; 2025Q1: 104,255 shares; 2025Q2: 100,777 shares; 2025Q3: 98,301 shares; 2025Q4: 93,236 shares 93,236 $16.4M 0.5% -5,065 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: 245,553 shares; 2024Q4: 248,661 shares; 2025Q1: 244,961 shares; 2025Q2: 239,821 shares; 2025Q3: 225,627 shares; 2025Q4: 224,346 shares 224,346 $15.7M 0.48% -1,281 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: 349,500 shares; 2024Q4: 316,580 shares; 2025Q1: 323,430 shares; 2025Q2: 318,451 shares; 2025Q3: 313,714 shares; 2025Q4: 266,286 shares 266,286 $14.3M 0.44% -47,428 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: 53,870 shares; 2024Q4: 50,895 shares; 2025Q1: 48,713 shares; 2025Q2: 48,351 shares; 2025Q3: 47,419 shares; 2025Q4: 46,726 shares 46,726 $14.3M 0.44% -693 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: 75,015 shares; 2024Q4: 64,672 shares; 2025Q1: 62,243 shares; 2025Q2: 62,815 shares; 2025Q3: 61,203 shares; 2025Q4: 60,921 shares 60,921 $13.9M 0.43% -282 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: 125,098 shares; 2024Q4: 110,473 shares; 2025Q1: 104,497 shares; 2025Q2: 104,474 shares; 2025Q3: 97,210 shares; 2025Q4: 96,764 shares 96,764 $13.9M 0.43% -446 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: 31,096 shares; 2024Q4: 30,108 shares; 2025Q1: 30,706 shares; 2025Q2: 32,625 shares; 2025Q3: 32,573 shares; 2025Q4: 34,134 shares 34,134 $13.5M 0.41% +1,561 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: 404,121 shares; 2024Q4: 394,857 shares; 2025Q1: 445,344 shares; 2025Q2: 410,091 shares; 2025Q3: 391,809 shares; 2025Q4: 351,618 shares 351,618 $13.5M 0.41% -40,191 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: 267,831 shares; 2024Q4: 266,541 shares; 2025Q1: 225,661 shares; 2025Q2: 217,439 shares; 2025Q3: 223,754 shares; 2025Q4: 238,268 shares 238,268 $13M 0.4% +14,514 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: 15,368 shares; 2024Q4: 16,285 shares; 2025Q1: 17,554 shares; 2025Q2: 17,198 shares; 2025Q3: 18,052 shares; 2025Q4: 20,278 shares 20,278 $12.7M 0.39% +2,226 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: 21,307 shares; 2024Q4: 20,446 shares; 2025Q1: 20,919 shares; 2025Q2: 20,601 shares; 2025Q3: 21,073 shares; 2025Q4: 22,688 shares 22,688 $10.7M 0.33% +1,615 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: 129,441 shares; 2024Q4: 53,488 shares; 2025Q1: 43,178 shares; 2025Q2: 41,628 shares; 2025Q3: 38,830 shares; 2025Q4: 38,502 shares 38,502 $10.4M 0.32% -328 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,072 shares; 2024Q4: 30,400 shares; 2025Q1: 30,441 shares; 2025Q2: 31,153 shares; 2025Q3: 31,374 shares; 2025Q4: 30,089 shares 30,089 $10.3M 0.32% -1,285 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,760 shares; 2024Q4: 86,676 shares; 2025Q1: 101,552 shares; 2025Q2: 102,662 shares; 2025Q3: 87,726 shares; 2025Q4: 72,193 shares 72,193 $9.96M 0.3% -15,533 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: 72,657 shares; 2024Q4: 12,178 shares; 2025Q1: 58,075 shares; 2025Q2: 33,648 shares; 2025Q3: 33,517 shares; 2025Q4: 29,015 shares 29,015 $9.73M 0.3% -4,502 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: 89,028 shares; 2024Q4: 87,007 shares; 2025Q1: 105,325 shares; 2025Q2: 101,561 shares; 2025Q3: 90,657 shares; 2025Q4: 77,222 shares 77,222 $9.72M 0.3% -13,435 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: 84,324 shares; 2024Q4: 74,627 shares; 2025Q1: 22,821 shares; 2025Q2: 18,680 shares; 2025Q3: 17,663 shares; 2025Q4: 16,769 shares 16,769 $9.61M 0.29% -894 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: 104,584 shares; 2024Q4: 89,504 shares; 2025Q1: 86,566 shares; 2025Q2: 86,785 shares; 2025Q3: 85,354 shares; 2025Q4: 84,728 shares 84,728 $9.44M 0.29% -626 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: 226 shares; 2024Q4: 276 shares; 2025Q1: 496 shares; 2025Q2: 832 shares; 2025Q3: 2,300 shares; 2025Q4: 61,127 shares 61,127 $9.36M 0.29% +58,827 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: 100,310 shares; 2024Q4: 97,291 shares; 2025Q1: 97,567 shares; 2025Q2: 95,292 shares; 2025Q3: 88,634 shares; 2025Q4: 85,386 shares 85,386 $8.99M 0.28% -3,248 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: 37,278 shares; 2024Q4: 37,327 shares; 2025Q1: 35,739 shares; 2025Q2: 32,365 shares; 2025Q3: 30,260 shares; 2025Q4: 25,515 shares 25,515 $8.93M 0.27% -4,745 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,772 shares; 2024Q4: 60,736 shares; 2025Q1: 61,653 shares; 2025Q2: 61,653 shares; 2025Q3: 65,688 shares; 2025Q4: 64,776 shares 64,776 $8.87M 0.27% -912 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 183,938 shares; 2024Q4: 118,883 shares; 2025Q1: 104,017 shares; 2025Q2: 98,004 shares; 2025Q3: 95,395 shares; 2025Q4: 90,201 shares 90,201 $8.49M 0.26% -5,194 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: 111,474 shares; 2024Q4: 106,406 shares; 2025Q1: 109,683 shares; 2025Q2: 109,359 shares; 2025Q3: 108,500 shares; 2025Q4: 107,816 shares 107,816 $8.31M 0.25% -684 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,546 shares; 2024Q4: 48,053 shares; 2025Q1: 44,185 shares; 2025Q2: 43,550 shares; 2025Q3: 39,200 shares; 2025Q4: 38,516 shares 38,516 $8.04M 0.25% -684 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: 23,851 shares; 2024Q4: 24,478 shares; 2025Q1: 25,334 shares; 2025Q2: 26,279 shares; 2025Q3: 27,152 shares; 2025Q4: 26,510 shares 26,510 $7.85M 0.24% -642 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: 112,146 shares; 2024Q4: 110,422 shares; 2025Q1: 51,534 shares; 2025Q2: 42,301 shares; 2025Q3: 35,623 shares; 2025Q4: 33,417 shares 33,417 $7.65M 0.23% -2,206 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: 16,118 shares; 2024Q4: 14,271 shares; 2025Q1: 12,562 shares; 2025Q2: 13,701 shares; 2025Q3: 13,148 shares; 2025Q4: 12,653 shares 12,653 $7.22M 0.22% -495 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: 13,142 shares; 2024Q4: 11,782 shares; 2025Q1: 11,909 shares; 2025Q2: 11,947 shares; 2025Q3: 11,884 shares; 2025Q4: 11,639 shares 11,639 $7.15M 0.22% -245 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,513 shares; 2024Q4: 38,993 shares; 2025Q1: 37,997 shares; 2025Q2: 39,108 shares; 2025Q3: 38,985 shares; 2025Q4: 36,881 shares 36,881 $6.55M 0.2% -2,104 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,163 shares; 2024Q4: 1,163 shares; 2025Q1: 1,727 shares; 2025Q2: 3,485 shares; 2025Q3: 9,885 shares; 2025Q4: 33,549 shares 33,549 $6.52M 0.2% +23,664 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: 43,195 shares; 2024Q4: 42,009 shares; 2025Q1: 41,629 shares; 2025Q2: 43,306 shares; 2025Q3: 42,394 shares; 2025Q4: 40,498 shares 40,498 $6.22M 0.19% -1,896 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: 25,398 shares; 2024Q4: 22,785 shares; 2025Q1: 22,433 shares; 2025Q2: 22,366 shares; 2025Q3: 20,718 shares; 2025Q4: 18,759 shares 18,759 $5.97M 0.18% -1,959 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 137,931 shares; 2024Q4: 136,916 shares; 2025Q1: 57,195 shares; 2025Q2: 49,179 shares; 2025Q3: 45,272 shares; 2025Q4: 43,241 shares 43,241 $5.64M 0.17% -2,031 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: 38,520 shares; 2024Q4: 34,527 shares; 2025Q1: 33,628 shares; 2025Q2: 33,440 shares; 2025Q3: 33,080 shares; 2025Q4: 32,934 shares 32,934 $5.63M 0.17% -146 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,609 shares; 2024Q4: 13,149 shares; 2025Q1: 12,995 shares; 2025Q2: 15,227 shares; 2025Q3: 14,840 shares; 2025Q4: 14,605 shares 14,605 $5.6M 0.17% -235 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: 99,502 shares; 2024Q4: 99,103 shares; 2025Q1: 99,658 shares; 2025Q2: 97,135 shares; 2025Q3: 28,599 shares; 2025Q4: 20,791 shares 20,791 $5.58M 0.17% -7,808 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: 19,282 shares; 2024Q4: 17,630 shares; 2025Q1: 17,085 shares; 2025Q2: 16,835 shares; 2025Q3: 16,888 shares; 2025Q4: 17,018 shares 17,018 $5.57M 0.17% +130 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: 20,895 shares; 2024Q4: 19,670 shares; 2025Q1: 17,585 shares; 2025Q2: 18,338 shares; 2025Q3: 18,243 shares; 2025Q4: 36,524 shares 36,524 $5.26M 0.16% +18,281 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,327 shares; 2024Q4: 79,906 shares; 2025Q1: 77,582 shares; 2025Q2: 74,942 shares; 2025Q3: 69,311 shares; 2025Q4: 62,355 shares 62,355 $5.25M 0.16% -6,956 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,800 shares; 2024Q4: 86,251 shares; 2025Q1: 109,613 shares; 2025Q2: 85,409 shares; 2025Q3: 72,139 shares; 2025Q4: 62,266 shares 62,266 $5.16M 0.16% -9,873 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,869 shares; 2024Q4: 13,786 shares; 2025Q1: 14,179 shares; 2025Q2: 14,082 shares; 2025Q3: 14,979 shares; 2025Q4: 15,393 shares 15,393 $4.97M 0.15% +414 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: 10,689 shares; 2024Q4: 10,352 shares; 2025Q1: 10,357 shares; 2025Q2: 10,719 shares; 2025Q3: 10,394 shares; 2025Q4: 10,245 shares 10,245 $4.96M 0.15% -149 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: 10,056 shares; 2024Q4: 9,888 shares; 2025Q1: 9,300 shares; 2025Q2: 9,845 shares; 2025Q3: 10,513 shares; 2025Q4: 10,354 shares 10,354 $4.82M 0.15% -159 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,966 shares; 2024Q4: 24,624 shares; 2025Q1: 27,177 shares; 2025Q2: 24,784 shares; 2025Q3: 22,843 shares; 2025Q4: 22,910 shares 22,910 $4.82M 0.15% +67 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: 9,781 shares; 2024Q4: 9,112 shares; 2025Q1: 9,209 shares; 2025Q2: 9,782 shares; 2025Q3: 9,762 shares; 2025Q4: 10,052 shares 10,052 $4.52M 0.14% +290 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: 81,003 shares; 2024Q4: 63,687 shares; 2025Q1: 60,217 shares; 2025Q2: 65,710 shares; 2025Q3: 70,001 shares; 2025Q4: 72,246 shares 72,246 $4.51M 0.14% +2,245 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: 44,613 shares; 2024Q4: 41,951 shares; 2025Q1: 42,081 shares; 2025Q2: 49,711 shares; 2025Q3: 55,283 shares; 2025Q4: 62,405 shares 62,405 $4.46M 0.14% +7,122 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,192 shares; 2025Q1: 12,742 shares; 2025Q2: 13,993 shares; 2025Q3: 31,229 shares; 2025Q4: 32,676 shares 32,676 $4.28M 0.13% +1,447 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: 18,030 shares; 2024Q4: 18,065 shares; 2025Q1: 17,569 shares; 2025Q2: 18,030 shares; 2025Q3: 17,736 shares; 2025Q4: 17,278 shares 17,278 $4.26M 0.13% -458 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: 32,515 shares; 2024Q4: 33,561 shares; 2025Q1: 40,483 shares; 2025Q2: 41,730 shares; 2025Q3: 43,323 shares; 2025Q4: 47,000 shares 47,000 $4.2M 0.13% +3,677 Timeline SPHY 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: 69,289 shares; 2024Q4: 67,097 shares; 2025Q1: 60,270 shares; 2025Q2: 55,307 shares; 2025Q3: 103,835 shares; 2025Q4: 175,617 shares 175,617 $4.16M 0.13% +71,782 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: 96,315 shares; 2024Q4: 92,752 shares; 2025Q1: 87,739 shares; 2025Q2: 84,712 shares; 2025Q3: 77,860 shares; 2025Q4: 75,655 shares 75,655 $4.08M 0.12% -2,205 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: 25,604 shares; 2024Q4: 19,771 shares; 2025Q1: 20,305 shares; 2025Q2: 22,083 shares; 2025Q3: 20,924 shares; 2025Q4: 21,010 shares 21,010 $4.02M 0.12% +86 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: 2,800 shares; 2024Q4: 2,770 shares; 2025Q1: 3,087 shares; 2025Q2: 3,619 shares; 2025Q3: 6,212 shares; 2025Q4: 7,076 shares 7,076 $4.01M 0.12% +864 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: 17,720 shares; 2024Q4: 17,412 shares; 2025Q1: 16,997 shares; 2025Q2: 16,764 shares; 2025Q3: 16,769 shares; 2025Q4: 17,176 shares 17,176 $3.97M 0.12% +407 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,597 shares; 2024Q4: 21,166 shares; 2025Q1: 21,139 shares; 2025Q2: 20,555 shares; 2025Q3: 20,545 shares; 2025Q4: 20,345 shares 20,345 $3.97M 0.12% -200 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,865 shares; 2024Q4: 24,621 shares; 2025Q1: 25,953 shares; 2025Q2: 25,775 shares; 2025Q3: 26,526 shares; 2025Q4: 24,769 shares 24,769 $3.82M 0.12% -1,757 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: 82,445 shares; 2024Q4: 74,415 shares; 2025Q1: 74,164 shares; 2025Q2: 68,760 shares; 2025Q3: 66,320 shares; 2025Q4: 65,884 shares 65,884 $3.8M 0.12% -436 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: 35,083 shares; 2024Q4: 35,296 shares; 2025Q1: 34,367 shares; 2025Q2: 31,937 shares; 2025Q3: 31,220 shares; 2025Q4: 32,342 shares 32,342 $3.79M 0.12% +1,122 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: 24,683 shares; 2024Q4: 23,867 shares; 2025Q1: 22,066 shares; 2025Q2: 22,511 shares; 2025Q3: 21,521 shares; 2025Q4: 20,565 shares 20,565 $3.77M 0.12% -956 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: 15,728 shares; 2024Q4: 15,535 shares; 2025Q1: 14,778 shares; 2025Q2: 13,709 shares; 2025Q3: 13,390 shares; 2025Q4: 12,907 shares 12,907 $3.73M 0.11% -483 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: 110,925 shares; 2024Q4: 97,673 shares; 2025Q1: 95,065 shares; 2025Q2: 87,836 shares; 2025Q3: 94,197 shares; 2025Q4: 91,267 shares 91,267 $3.72M 0.11% -2,930 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: 40,863 shares; 2024Q4: 36,630 shares; 2025Q1: 34,676 shares; 2025Q2: 38,489 shares; 2025Q3: 38,200 shares; 2025Q4: 39,577 shares 39,577 $3.7M 0.11% +1,377 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: 13,601 shares; 2024Q4: 13,207 shares; 2025Q1: 12,433 shares; 2025Q2: 12,570 shares; 2025Q3: 13,514 shares; 2025Q4: 12,597 shares 12,597 $3.66M 0.11% -917 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: 72,558 shares; 2024Q4: 69,427 shares; 2025Q1: 70,966 shares; 2025Q2: 72,770 shares; 2025Q3: 76,920 shares; 2025Q4: 76,259 shares 76,259 $3.65M 0.11% -661 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,403 shares; 2024Q4: 10,836 shares; 2025Q1: 11,625 shares; 2025Q2: 12,037 shares; 2025Q3: 11,409 shares; 2025Q4: 11,378 shares 11,378 $3.5M 0.11% -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: 22,596 shares; 2024Q4: 21,859 shares; 2025Q1: 20,036 shares; 2025Q2: 19,352 shares; 2025Q3: 18,361 shares; 2025Q4: 17,933 shares 17,933 $3.5M 0.11% -428 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: 166,870 shares; 2024Q4: 151,992 shares; 2025Q1: 146,733 shares; 2025Q2: 144,477 shares; 2025Q3: 150,380 shares; 2025Q4: 138,692 shares 138,692 $3.45M 0.11% -11,688 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: 31,472 shares; 2024Q4: 27,212 shares; 2025Q1: 25,702 shares; 2025Q2: 25,026 shares; 2025Q3: 23,446 shares; 2025Q4: 22,359 shares 22,359 $3.38M 0.1% -1,087 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: 112,615 shares; 2024Q4: 100,548 shares; 2025Q1: 89,354 shares; 2025Q2: 79,770 shares; 2025Q3: 77,820 shares; 2025Q4: 75,718 shares 75,718 $3.36M 0.1% -2,102 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: 26,244 shares; 2024Q4: 22,826 shares; 2025Q1: 22,136 shares; 2025Q2: 20,020 shares; 2025Q3: 20,627 shares; 2025Q4: 20,764 shares 20,764 $3.32M 0.1% +137 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: 15,341 shares; 2024Q4: 15,233 shares; 2025Q1: 14,402 shares; 2025Q2: 14,007 shares; 2025Q3: 14,147 shares; 2025Q4: 13,782 shares 13,782 $3.32M 0.1% -365 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,306 shares; 2024Q4: 12,418 shares; 2025Q1: 12,155 shares; 2025Q2: 11,419 shares; 2025Q3: 11,091 shares; 2025Q4: 10,123 shares 10,123 $3.28M 0.1% -968 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,408 shares; 2024Q4: 15,917 shares; 2025Q1: 17,940 shares; 2025Q2: 16,770 shares; 2025Q3: 18,746 shares; 2025Q4: 28,493 shares 28,493 $3.25M 0.1% +9,747 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: 144,169 shares; 2024Q4: 129,215 shares; 2025Q1: 120,646 shares; 2025Q2: 38,720 shares; 2025Q3: 29,967 shares; 2025Q4: 27,125 shares 27,125 $3.09M 0.09% -2,842 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: 53,275 shares; 2024Q4: 46,033 shares; 2025Q1: 37,862 shares; 2025Q2: 31,942 shares; 2025Q3: 31,430 shares; 2025Q4: 30,486 shares 30,486 $3.04M 0.09% -944 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: 5,089 shares; 2024Q4: 5,464 shares; 2025Q1: 5,454 shares; 2025Q2: 5,893 shares; 2025Q3: 5,917 shares; 2025Q4: 5,916 shares 5,916 $3.02M 0.09% -1 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 40,419 shares; 2025Q2: 35,672 shares; 2025Q3: 42,095 shares; 2025Q4: 44,519 shares 44,519 $2.99M 0.09% +2,424 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: 19,816 shares; 2024Q4: 21,438 shares; 2025Q1: 20,785 shares; 2025Q2: 20,846 shares; 2025Q3: 20,883 shares; 2025Q4: 20,253 shares 20,253 $2.86M 0.09% -630 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: 68,379 shares; 2024Q4: 64,315 shares; 2025Q1: 59,577 shares; 2025Q2: 59,138 shares; 2025Q3: 53,404 shares; 2025Q4: 49,695 shares 49,695 $2.73M 0.08% -3,709 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: 13,261 shares; 2024Q4: 11,572 shares; 2025Q1: 11,512 shares; 2025Q2: 12,212 shares; 2025Q3: 12,916 shares; 2025Q4: 12,413 shares 12,413 $2.73M 0.08% -503 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: 2,510 shares; 2024Q4: 2,605 shares; 2025Q1: 2,507 shares; 2025Q2: 2,402 shares; 2025Q3: 2,341 shares; 2025Q4: 29,074 shares 29,074 $2.73M 0.08% +26,733 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: 27,413 shares; 2024Q4: 11,193 shares; 2025Q1: 11,019 shares; 2025Q2: 10,838 shares; 2025Q3: 10,883 shares; 2025Q4: 10,492 shares 10,492 $2.7M 0.08% -391 Timeline IWN 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: 11,605 shares; 2024Q4: 12,729 shares; 2025Q1: 11,832 shares; 2025Q2: 12,659 shares; 2025Q3: 13,772 shares; 2025Q4: 14,605 shares 14,605 $2.65M 0.08% +833 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: 10,524 shares; 2024Q4: 9,753 shares; 2025Q1: 8,688 shares; 2025Q2: 9,090 shares; 2025Q3: 10,307 shares; 2025Q4: 10,252 shares 10,252 $2.64M 0.08% -55 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: 9,227 shares; 2024Q4: 7,786 shares; 2025Q1: 7,401 shares; 2025Q2: 7,106 shares; 2025Q3: 7,045 shares; 2025Q4: 6,925 shares 6,925 $2.56M 0.08% -120 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,900 shares; 2024Q4: 53,532 shares; 2025Q1: 49,833 shares; 2025Q2: 45,477 shares; 2025Q3: 44,221 shares; 2025Q4: 42,333 shares 42,333 $2.54M 0.08% -1,888 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: 25,174 shares; 2024Q4: 20,039 shares; 2025Q1: 18,296 shares; 2025Q2: 19,012 shares; 2025Q3: 19,235 shares; 2025Q4: 18,939 shares 18,939 $2.51M 0.08% -296 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: 41,719 shares; 2024Q4: 40,032 shares; 2025Q1: 39,708 shares; 2025Q2: 34,997 shares; 2025Q3: 35,513 shares; 2025Q4: 37,791 shares 37,791 $2.49M 0.08% +2,278 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: 10,848 shares; 2024Q4: 10,127 shares; 2025Q1: 9,209 shares; 2025Q2: 8,768 shares; 2025Q3: 8,609 shares; 2025Q4: 8,453 shares 8,453 $2.48M 0.08% -156 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: 13,316 shares; 2024Q4: 13,287 shares; 2025Q1: 13,176 shares; 2025Q2: 12,042 shares; 2025Q3: 12,177 shares; 2025Q4: 12,216 shares 12,216 $2.44M 0.07% +39 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: 3,666 shares; 2024Q4: 4,330 shares; 2025Q1: 6,480 shares; 2025Q2: 7,025 shares; 2025Q3: 7,273 shares; 2025Q4: 7,798 shares 7,798 $2.37M 0.07% +525 Timeline BF-A 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: 97,416 shares; 2024Q4: 91,661 shares; 2025Q1: 90,902 shares; 2025Q2: 90,263 shares; 2025Q3: 90,284 shares; 2025Q4: 89,584 shares 89,584 $2.36M 0.07% -700 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: 13,239 shares; 2024Q4: 9,459 shares; 2025Q1: 11,002 shares; 2025Q2: 13,432 shares; 2025Q3: 14,396 shares; 2025Q4: 16,613 shares 16,613 $2.34M 0.07% +2,217 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: 44,166 shares; 2024Q4: 31,648 shares; 2025Q1: 26,239 shares; 2025Q2: 34,955 shares; 2025Q3: 29,935 shares; 2025Q4: 28,890 shares 28,890 $2.29M 0.07% -1,045 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: 71,041 shares; 2024Q4: 62,292 shares; 2025Q1: 55,895 shares; 2025Q2: 52,230 shares; 2025Q3: 48,965 shares; 2025Q4: 46,540 shares 46,540 $2.29M 0.07% -2,425 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,212 shares; 2024Q4: 4,683 shares; 2025Q1: 4,683 shares; 2025Q2: 4,138 shares; 2025Q3: 21,099 shares; 2025Q4: 28,600 shares 28,600 $2.29M 0.07% +7,501 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,664 shares; 2024Q4: 19,503 shares; 2025Q1: 19,503 shares; 2025Q2: 19,523 shares; 2025Q3: 18,703 shares; 2025Q4: 18,541 shares 18,541 $2.28M 0.07% -162 Timeline DES 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: 95,229 shares; 2024Q4: 82,506 shares; 2025Q1: 60,349 shares; 2025Q2: 69,787 shares; 2025Q3: 63,283 shares; 2025Q4: 67,988 shares 67,988 $2.27M 0.07% +4,705 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: 22,768 shares; 2024Q4: 19,410 shares; 2025Q1: 18,656 shares; 2025Q2: 18,880 shares; 2025Q3: 16,945 shares; 2025Q4: 16,987 shares 16,987 $2.19M 0.07% +42 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: 21,162 shares; 2024Q4: 21,307 shares; 2025Q1: 25,612 shares; 2025Q2: 25,530 shares; 2025Q3: 25,805 shares; 2025Q4: 26,908 shares 26,908 $2.18M 0.07% +1,103 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,199 shares; 2024Q4: 3,199 shares; 2025Q1: 3,199 shares; 2025Q2: 3,135 shares; 2025Q3: 3,135 shares; 2025Q4: 3,135 shares 3,135 $2.12M 0.06% 0 Timeline SCZ 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: 49,455 shares; 2024Q4: 32,985 shares; 2025Q1: 25,521 shares; 2025Q2: 23,946 shares; 2025Q3: 25,738 shares; 2025Q4: 27,082 shares 27,082 $2.1M 0.06% +1,344 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: 63,402 shares; 2024Q4: 54,876 shares; 2025Q1: 43,796 shares; 2025Q2: 41,741 shares; 2025Q3: 41,416 shares; 2025Q4: 40,594 shares 40,594 $2.09M 0.06% -822 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: 45,577 shares; 2024Q4: 46,481 shares; 2025Q1: 45,918 shares; 2025Q2: 41,473 shares; 2025Q3: 39,008 shares; 2025Q4: 38,793 shares 38,793 $2.07M 0.06% -215 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: 6,599 shares; 2024Q4: 6,998 shares; 2025Q1: 6,840 shares; 2025Q2: 7,698 shares; 2025Q3: 7,698 shares; 2025Q4: 8,048 shares 8,048 $2.07M 0.06% +350 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: 3,426 shares; 2024Q4: 3,426 shares; 2025Q1: 3,388 shares; 2025Q2: 3,079 shares; 2025Q3: 3,093 shares; 2025Q4: 3,095 shares 3,095 $2.05M 0.06% +2 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,260 shares; 2024Q4: 21,160 shares; 2025Q1: 21,123 shares; 2025Q2: 21,423 shares; 2025Q3: 20,047 shares; 2025Q4: 19,947 shares 19,947 $2.01M 0.06% -100 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,994 shares; 2024Q4: 15,631 shares; 2025Q1: 13,566 shares; 2025Q2: 13,830 shares; 2025Q3: 12,696 shares; 2025Q4: 12,695 shares 12,695 $1.96M 0.06% -1 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: 74,978 shares; 2024Q4: 54,895 shares; 2025Q1: 42,394 shares; 2025Q2: 44,563 shares; 2025Q3: 54,513 shares; 2025Q4: 52,833 shares 52,833 $1.95M 0.06% -1,680 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,618 shares; 2024Q4: 44,190 shares; 2025Q1: 35,233 shares; 2025Q2: 32,599 shares; 2025Q3: 31,456 shares; 2025Q4: 30,440 shares 30,440 $1.94M 0.06% -1,016 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,130 shares; 2024Q4: 1,660 shares; 2025Q1: 1,660 shares; 2025Q2: 9,019 shares; 2025Q3: 8,627 shares; 2025Q4: 7,976 shares 7,976 $1.93M 0.06% -651 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,405 shares; 2024Q4: 19,564 shares; 2025Q1: 19,451 shares; 2025Q2: 19,223 shares; 2025Q3: 18,189 shares; 2025Q4: 17,126 shares 17,126 $1.92M 0.06% -1,063 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: 22,256 shares; 2024Q4: 22,079 shares; 2025Q1: 21,160 shares; 2025Q2: 20,632 shares; 2025Q3: 21,253 shares; 2025Q4: 21,753 shares 21,753 $1.9M 0.06% +500 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,362 shares; 2024Q4: 9,067 shares; 2025Q1: 8,332 shares; 2025Q2: 8,069 shares; 2025Q3: 7,908 shares; 2025Q4: 7,331 shares 7,331 $1.88M 0.06% -577 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,268 shares; 2024Q4: 25,811 shares; 2025Q1: 23,270 shares; 2025Q2: 23,270 shares; 2025Q3: 23,047 shares; 2025Q4: 22,467 shares 22,467 $1.86M 0.06% -580 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,412 shares; 2024Q4: 1,446 shares; 2025Q1: 1,428 shares; 2025Q2: 20,295 shares; 2025Q3: 20,295 shares; 2025Q4: 20,377 shares 20,377 $1.86M 0.06% +82 Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,351 shares; 2025Q3: 24,539 shares; 2025Q4: 24,804 shares 24,804 $1.84M 0.06% +265 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: 9,552 shares; 2024Q4: 8,667 shares; 2025Q1: 8,445 shares; 2025Q2: 7,937 shares; 2025Q3: 7,478 shares; 2025Q4: 7,431 shares 7,431 $1.84M 0.06% -47 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,517 shares; 2024Q4: 29,597 shares; 2025Q1: 27,089 shares; 2025Q2: 28,889 shares; 2025Q3: 28,941 shares; 2025Q4: 28,830 shares 28,830 $1.8M 0.06% -111 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: not reported; 2024Q4: not reported; 2025Q1: 2,156 shares; 2025Q2: 25,220 shares; 2025Q3: 24,770 shares; 2025Q4: 14,635 shares 14,635 $1.8M 0.05% -10,135 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,463 shares; 2025Q1: 2,226 shares; 2025Q2: 2,254 shares; 2025Q3: 3,765 shares; 2025Q4: 3,818 shares 3,818 $1.79M 0.05% +53 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,933 shares; 2024Q4: 12,451 shares; 2025Q1: 12,157 shares; 2025Q2: 11,527 shares; 2025Q3: 11,219 shares; 2025Q4: 10,944 shares 10,944 $1.79M 0.05% -275 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: 2,641 shares; 2024Q4: 2,464 shares; 2025Q1: 2,681 shares; 2025Q2: 2,844 shares; 2025Q3: 2,711 shares; 2025Q4: 2,725 shares 2,725 $1.78M 0.05% +14 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: 114,552 shares; 2024Q4: 102,381 shares; 2025Q1: 92,503 shares; 2025Q2: 93,054 shares; 2025Q3: 85,673 shares; 2025Q4: 71,237 shares 71,237 $1.77M 0.05% -14,436 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: 97,663 shares; 2024Q4: 91,960 shares; 2025Q1: 76,566 shares; 2025Q2: 73,590 shares; 2025Q3: 72,002 shares; 2025Q4: 66,664 shares 66,664 $1.74M 0.05% -5,338 Timeline ACWX 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: 10,977 shares; 2025Q2: 23,493 shares; 2025Q3: 22,807 shares; 2025Q4: 24,962 shares 24,962 $1.68M 0.05% +2,155 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,406 shares; 2024Q4: 21,467 shares; 2025Q1: 19,875 shares; 2025Q2: 16,962 shares; 2025Q3: 15,888 shares; 2025Q4: 16,788 shares 16,788 $1.64M 0.05% +900 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: 45,175 shares; 2024Q4: 12,267 shares; 2025Q1: 13,718 shares; 2025Q2: 10,161 shares; 2025Q3: 10,005 shares; 2025Q4: 11,225 shares 11,225 $1.61M 0.05% +1,220 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: 12,038 shares; 2024Q4: 10,802 shares; 2025Q1: 10,466 shares; 2025Q2: 9,242 shares; 2025Q3: 9,037 shares; 2025Q4: 9,567 shares 9,567 $1.56M 0.05% +530 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: 19,287 shares; 2024Q4: 12,682 shares; 2025Q1: 11,706 shares; 2025Q2: 11,641 shares; 2025Q3: 11,368 shares; 2025Q4: 11,243 shares 11,243 $1.55M 0.05% -125 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: 7,106 shares; 2024Q4: 2,651 shares; 2025Q1: 2,471 shares; 2025Q2: 2,539 shares; 2025Q3: 2,547 shares; 2025Q4: 2,522 shares 2,522 $1.52M 0.05% -25 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: 5,776 shares; 2024Q4: 6,374 shares; 2025Q1: 6,389 shares; 2025Q2: 6,994 shares; 2025Q3: 7,087 shares; 2025Q4: 6,998 shares 6,998 $1.46M 0.04% -89 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: 14,867 shares; 2024Q4: 14,867 shares; 2025Q1: 14,730 shares; 2025Q2: 14,236 shares; 2025Q3: 13,964 shares; 2025Q4: 13,846 shares 13,846 $1.42M 0.04% -118 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,229 shares; 2024Q4: 22,229 shares; 2025Q1: 21,996 shares; 2025Q2: 21,404 shares; 2025Q3: 21,299 shares; 2025Q4: 20,199 shares 20,199 $1.38M 0.04% -1,100 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: 2,022 shares; 2024Q4: 2,072 shares; 2025Q1: 2,072 shares; 2025Q2: 2,072 shares; 2025Q3: 2,062 shares; 2025Q4: 1,821 shares 1,821 $1.37M 0.04% -241 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,880 shares; 2024Q4: 12,789 shares; 2025Q1: 13,029 shares; 2025Q2: 12,957 shares; 2025Q3: 12,558 shares; 2025Q4: 12,983 shares 12,983 $1.37M 0.04% +425 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: 1,778 shares; 2024Q4: 1,654 shares; 2025Q1: 1,635 shares; 2025Q2: 1,668 shares; 2025Q3: 1,634 shares; 2025Q4: 1,550 shares 1,550 $1.36M 0.04% -84 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: 9,865 shares; 2024Q4: 10,879 shares; 2025Q1: 11,124 shares; 2025Q2: 9,950 shares; 2025Q3: 10,006 shares; 2025Q4: 11,330 shares 11,330 $1.36M 0.04% +1,324 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: 12,206 shares; 2024Q4: 20,517 shares; 2025Q1: 19,443 shares; 2025Q2: 15,663 shares; 2025Q3: 11,491 shares; 2025Q4: 12,601 shares 12,601 $1.35M 0.04% +1,110 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: 6,722 shares; 2024Q4: 7,419 shares; 2025Q1: 7,269 shares; 2025Q2: 6,192 shares; 2025Q3: 6,299 shares; 2025Q4: 6,253 shares 6,253 $1.34M 0.04% -46 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,378 shares; 2024Q4: 69,972 shares; 2025Q1: 65,372 shares; 2025Q2: 58,737 shares; 2025Q3: 54,987 shares; 2025Q4: 8,502 shares 8,502 $1.33M 0.04% -46,485 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,235 shares; 2024Q4: 11,792 shares; 2025Q1: 18,151 shares; 2025Q2: 16,447 shares; 2025Q3: 16,681 shares; 2025Q4: 14,767 shares 14,767 $1.31M 0.04% -1,914 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,845 shares; 2024Q4: 35,343 shares; 2025Q1: 31,031 shares; 2025Q2: 29,974 shares; 2025Q3: 22,638 shares; 2025Q4: 25,575 shares 25,575 $1.31M 0.04% +2,937 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: 69,578 shares; 2024Q4: 55,591 shares; 2025Q1: 45,158 shares; 2025Q2: 45,558 shares; 2025Q3: 37,197 shares; 2025Q4: 35,950 shares 35,950 $1.3M 0.04% -1,247 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: 27,404 shares; 2024Q4: 24,570 shares; 2025Q1: 22,141 shares; 2025Q2: 20,414 shares; 2025Q3: 14,846 shares; 2025Q4: 13,086 shares 13,086 $1.3M 0.04% -1,760 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: 4,154 shares; 2024Q4: 4,259 shares; 2025Q1: 4,425 shares; 2025Q2: 4,781 shares; 2025Q3: 4,531 shares; 2025Q4: 4,431 shares 4,431 $1.29M 0.04% -100 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,844 shares; 2024Q4: 54,039 shares; 2025Q1: 51,689 shares; 2025Q2: 49,864 shares; 2025Q3: 40,289 shares; 2025Q4: 40,046 shares 40,046 $1.28M 0.04% -243 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: 3,084 shares; 2024Q4: 3,139 shares; 2025Q1: 2,934 shares; 2025Q2: 4,222 shares; 2025Q3: 4,363 shares; 2025Q4: 4,071 shares 4,071 $1.27M 0.04% -292 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: 14,460 shares; 2024Q4: 11,569 shares; 2025Q1: 11,289 shares; 2025Q2: 13,334 shares; 2025Q3: 13,487 shares; 2025Q4: 12,695 shares 12,695 $1.22M 0.04% -792 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,412 shares; 2024Q4: 5,412 shares; 2025Q1: 5,290 shares; 2025Q2: 5,072 shares; 2025Q3: 5,052 shares; 2025Q4: 5,052 shares 5,052 $1.21M 0.04% 0 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: 20,750 shares; 2024Q4: 16,690 shares; 2025Q1: 16,415 shares; 2025Q2: 14,123 shares; 2025Q3: 14,162 shares; 2025Q4: 15,005 shares 15,005 $1.19M 0.04% +843 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 518 shares; 2024Q4: 363 shares; 2025Q1: 344 shares; 2025Q2: 344 shares; 2025Q3: 341 shares; 2025Q4: 341 shares 341 $1.16M 0.04% 0 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,161 shares; 2024Q4: 12,201 shares; 2025Q1: 12,172 shares; 2025Q2: 11,420 shares; 2025Q3: 11,977 shares; 2025Q4: 12,308 shares 12,308 $1.15M 0.04% +331 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,071 shares; 2024Q4: 10,900 shares; 2025Q1: 10,857 shares; 2025Q2: 10,850 shares; 2025Q3: 10,850 shares; 2025Q4: 10,850 shares 10,850 $1.14M 0.03% 0 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: 4,831 shares; 2024Q4: 3,907 shares; 2025Q1: 2,969 shares; 2025Q2: 2,541 shares; 2025Q3: 1,936 shares; 2025Q4: 1,910 shares 1,910 $1.11M 0.03% -26 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,415 shares; 2024Q4: 5,194 shares; 2025Q1: 4,750 shares; 2025Q2: 3,936 shares; 2025Q3: 3,320 shares; 2025Q4: 3,067 shares 3,067 $1.08M 0.03% -253 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: 35,305 shares; 2024Q4: 27,060 shares; 2025Q1: 34,819 shares; 2025Q2: 19,385 shares; 2025Q3: 19,755 shares; 2025Q4: 19,778 shares 19,778 $1.06M 0.03% +23 Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,911 shares; 2024Q4: 99,911 shares; 2025Q1: 99,911 shares; 2025Q2: 105,716 shares; 2025Q3: 105,716 shares; 2025Q4: 103,402 shares 103,402 $1.03M 0.03% -2,314 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: 21,112 shares; 2024Q4: 21,032 shares; 2025Q1: 19,592 shares; 2025Q2: 18,786 shares; 2025Q3: 18,186 shares; 2025Q4: 17,549 shares 17,549 $1.03M 0.03% -637 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: not reported; 2024Q4: not reported; 2025Q1: 2,623 shares; 2025Q2: 3,428 shares; 2025Q3: 3,496 shares; 2025Q4: 3,597 shares 3,597 $1.03M 0.03% +101 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: 9,786 shares; 2024Q4: 9,321 shares; 2025Q1: 8,921 shares; 2025Q2: 8,846 shares; 2025Q3: 8,371 shares; 2025Q4: 8,229 shares 8,229 $1.01M 0.03% -142 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,505 shares; 2024Q4: 11,205 shares; 2025Q1: 11,860 shares; 2025Q2: 24,402 shares; 2025Q3: 25,402 shares; 2025Q4: 24,996 shares 24,996 $1M 0.03% -406 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: not reported; 2024Q4: 25,596 shares; 2025Q1: 29,838 shares; 2025Q2: 36,384 shares; 2025Q3: 36,384 shares; 2025Q4: 36,728 shares 36,728 $999K 0.03% +344 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,204 shares; 2024Q4: 10,204 shares; 2025Q1: 10,146 shares; 2025Q2: 10,046 shares; 2025Q3: 9,996 shares; 2025Q4: 9,596 shares 9,596 $998K 0.03% -400 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,790 shares; 2024Q4: 8,499 shares; 2025Q1: 7,885 shares; 2025Q2: 7,778 shares; 2025Q3: 7,604 shares; 2025Q4: 7,504 shares 7,504 $977K 0.03% -100 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: 2,871 shares; 2025Q2: 3,452 shares; 2025Q3: 5,850 shares; 2025Q4: 5,813 shares 5,813 $942K 0.03% -37 Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,700 shares; 2024Q4: 14,700 shares; 2025Q1: 14,700 shares; 2025Q2: 14,700 shares; 2025Q3: 14,700 shares; 2025Q4: 14,700 shares 14,700 $941K 0.03% 0 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,497 shares; 2024Q4: 13,375 shares; 2025Q1: 13,070 shares; 2025Q2: 13,070 shares; 2025Q3: 13,070 shares; 2025Q4: 12,595 shares 12,595 $927K 0.03% -475 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: 22,657 shares; 2024Q4: 20,446 shares; 2025Q1: 17,455 shares; 2025Q2: 12,900 shares; 2025Q3: 16,489 shares; 2025Q4: 10,464 shares 10,464 $926K 0.03% -6,025 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,346 shares; 2024Q4: 15,328 shares; 2025Q1: 12,749 shares; 2025Q2: 12,665 shares; 2025Q3: 12,290 shares; 2025Q4: 12,265 shares 12,265 $904K 0.03% -25 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,461 shares; 2024Q4: 7,817 shares; 2025Q1: 7,467 shares; 2025Q2: 13,033 shares; 2025Q3: 14,101 shares; 2025Q4: 11,666 shares 11,666 $903K 0.03% -2,435 Timeline TIP 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: 10,256 shares; 2024Q4: 9,753 shares; 2025Q1: 8,946 shares; 2025Q2: 8,908 shares; 2025Q3: 8,586 shares; 2025Q4: 8,116 shares 8,116 $892K 0.03% -470 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: 8,249 shares; 2024Q4: 7,150 shares; 2025Q1: 5,922 shares; 2025Q2: 5,227 shares; 2025Q3: 4,853 shares; 2025Q4: 4,761 shares 4,761 $866K 0.03% -92 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,847 shares; 2024Q4: 1,909 shares; 2025Q1: 1,722 shares; 2025Q2: 1,722 shares; 2025Q3: 1,722 shares; 2025Q4: 1,771 shares 1,771 $864K 0.03% +49 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: 45,101 shares; 2024Q4: 36,518 shares; 2025Q1: 37,349 shares; 2025Q2: 37,941 shares; 2025Q3: 26,115 shares; 2025Q4: 24,635 shares 24,635 $856K 0.03% -1,480 Timeline SUSC 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: 25,945 shares; 2024Q4: 26,620 shares; 2025Q1: 30,550 shares; 2025Q2: 30,550 shares; 2025Q3: 30,550 shares; 2025Q4: 36,135 shares 36,135 $845K 0.03% +5,585 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: 2,432 shares; 2024Q4: 2,432 shares; 2025Q1: 2,432 shares; 2025Q2: 2,432 shares; 2025Q3: 2,432 shares; 2025Q4: 2,172 shares 2,172 $840K 0.03% -260 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,246 shares; 2024Q4: 4,246 shares; 2025Q1: 2,171 shares; 2025Q2: 2,226 shares; 2025Q3: 2,226 shares; 2025Q4: 2,201 shares 2,201 $836K 0.03% -25 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: 2,355 shares; 2024Q4: 2,060 shares; 2025Q1: 2,037 shares; 2025Q2: 2,030 shares; 2025Q3: 1,938 shares; 2025Q4: 1,863 shares 1,863 $829K 0.03% -75 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: 8,757 shares; 2024Q4: 4,904 shares; 2025Q1: 4,764 shares; 2025Q2: 4,758 shares; 2025Q3: 4,761 shares; 2025Q4: 4,647 shares 4,647 $806K 0.02% -114 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,217 shares; 2024Q4: 27,293 shares; 2025Q1: 23,224 shares; 2025Q2: 21,775 shares; 2025Q3: 15,775 shares; 2025Q4: 13,945 shares 13,945 $786K 0.02% -1,830 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,526 shares; 2024Q4: 9,617 shares; 2025Q1: 7,498 shares; 2025Q2: 6,957 shares; 2025Q3: 6,758 shares; 2025Q4: 6,093 shares 6,093 $786K 0.02% -665 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: 7,818 shares; 2024Q4: 7,093 shares; 2025Q1: 7,259 shares; 2025Q2: 8,906 shares; 2025Q3: 9,007 shares; 2025Q4: 18,310 shares 18,310 $782K 0.02% +9,303 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: 36,751 shares; 2024Q4: 35,844 shares; 2025Q1: 31,619 shares; 2025Q2: 33,865 shares; 2025Q3: 27,607 shares; 2025Q4: 26,137 shares 26,137 $781K 0.02% -1,470 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,541 shares 9,541 $770K 0.02% new 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: 11,083 shares; 2024Q4: 10,807 shares; 2025Q1: 9,850 shares; 2025Q2: 8,418 shares; 2025Q3: 8,148 shares; 2025Q4: 7,530 shares 7,530 $760K 0.02% -618 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: 5,081 shares; 2024Q4: 6,276 shares; 2025Q1: 6,270 shares; 2025Q2: 6,618 shares; 2025Q3: 6,546 shares; 2025Q4: 6,396 shares 6,396 $746K 0.02% -150 Timeline SDCI USCF ETF TR More: the full row for USCF ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,012 shares; 2025Q4: 33,834 shares 33,834 $745K 0.02% +16,822 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 528 shares; 2024Q4: 528 shares; 2025Q1: 528 shares; 2025Q2: 529 shares; 2025Q3: 526 shares; 2025Q4: 526 shares 526 $733K 0.02% 0 Timeline EAGG 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: 11,705 shares; 2024Q4: 12,010 shares; 2025Q1: 13,835 shares; 2025Q2: 13,835 shares; 2025Q3: 13,835 shares; 2025Q4: 15,285 shares 15,285 $731K 0.02% +1,450 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: 3,948 shares; 2024Q4: 2,471 shares; 2025Q1: 1,978 shares; 2025Q2: 2,126 shares; 2025Q3: 2,201 shares; 2025Q4: 2,148 shares 2,148 $723K 0.02% -53 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: 29,386 shares; 2024Q4: 6,046 shares; 2025Q1: 5,957 shares; 2025Q2: 5,684 shares; 2025Q3: 5,575 shares; 2025Q4: 5,170 shares 5,170 $719K 0.02% -405 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,161 shares; 2024Q4: 22,661 shares; 2025Q1: 22,661 shares; 2025Q2: 21,561 shares; 2025Q3: 21,561 shares; 2025Q4: 18,861 shares 18,861 $719K 0.02% -2,700 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: 6,691 shares; 2024Q4: 3,449 shares; 2025Q1: 3,097 shares; 2025Q2: 2,936 shares; 2025Q3: 2,770 shares; 2025Q4: 2,446 shares 2,446 $707K 0.02% -324 Timeline EFAV 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: 17,521 shares; 2024Q4: 14,581 shares; 2025Q1: 7,486 shares; 2025Q2: 8,293 shares; 2025Q3: 8,244 shares; 2025Q4: 8,079 shares 8,079 $697K 0.02% -165 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,793 shares; 2024Q4: 2,793 shares; 2025Q1: 2,793 shares; 2025Q2: 3,193 shares; 2025Q3: 2,793 shares; 2025Q4: 2,645 shares 2,645 $694K 0.02% -148 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,927 shares; 2024Q4: 3,836 shares; 2025Q1: 3,377 shares; 2025Q2: 3,377 shares; 2025Q3: 2,977 shares; 2025Q4: 3,377 shares 3,377 $694K 0.02% +400 Timeline IVZ INVESCO LTD More: the full row for INVESCO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,082 shares; 2024Q4: 27,692 shares; 2025Q1: 27,492 shares; 2025Q2: 26,282 shares; 2025Q3: 26,042 shares; 2025Q4: 26,042 shares 26,042 $684K 0.02% 0 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: 2,265 shares; 2024Q4: 2,183 shares; 2025Q1: 2,269 shares; 2025Q2: 2,275 shares; 2025Q3: 2,275 shares; 2025Q4: 2,588 shares 2,588 $670K 0.02% +313 Timeline UI UBIQUITI INC More: the full row for UBIQUITI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,925 shares; 2024Q4: 1,285 shares; 2025Q1: 1,407 shares; 2025Q2: 1,407 shares; 2025Q3: 1,257 shares; 2025Q4: 1,199 shares 1,199 $663K 0.02% -58 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: 2,122 shares; 2024Q4: 1,652 shares; 2025Q1: 1,870 shares; 2025Q2: 1,774 shares; 2025Q3: 1,774 shares; 2025Q4: 1,774 shares 1,774 $662K 0.02% 0 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,685 shares; 2024Q4: 6,090 shares; 2025Q1: 6,390 shares; 2025Q2: 6,879 shares; 2025Q3: 7,028 shares; 2025Q4: 14,756 shares 14,756 $660K 0.02% +7,728 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: 6,892 shares; 2024Q4: 8,116 shares; 2025Q1: 8,132 shares; 2025Q2: 6,682 shares; 2025Q3: 7,114 shares; 2025Q4: 7,114 shares 7,114 $654K 0.02% 0 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: 2,888 shares; 2024Q4: 5,776 shares; 2025Q1: 5,776 shares; 2025Q2: 5,776 shares; 2025Q3: 5,982 shares; 2025Q4: 6,982 shares 6,982 $645K 0.02% +1,000 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,857 shares; 2024Q4: 7,736 shares; 2025Q1: 7,299 shares; 2025Q2: 6,972 shares; 2025Q3: 6,611 shares; 2025Q4: 5,379 shares 5,379 $644K 0.02% -1,232 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,868 shares; 2024Q4: 2,209 shares; 2025Q1: 2,212 shares; 2025Q2: 2,202 shares; 2025Q3: 2,083 shares; 2025Q4: 1,902 shares 1,902 $641K 0.02% -181 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO 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: 9,752 shares 9,752 $639K 0.02% new Timeline EMB 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: 6,103 shares; 2024Q4: 6,070 shares; 2025Q1: 6,038 shares; 2025Q2: 3,210 shares; 2025Q3: 5,544 shares; 2025Q4: 6,518 shares 6,518 $628K 0.02% +974 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25,644 shares; 2025Q2: 13,953 shares; 2025Q3: 13,953 shares; 2025Q4: 13,953 shares 13,953 $620K 0.02% 0 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,824 shares; 2025Q1: 3,925 shares; 2025Q2: 3,810 shares; 2025Q3: 3,510 shares; 2025Q4: 3,485 shares 3,485 $619K 0.02% -25 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: 4,686 shares; 2024Q4: 4,686 shares; 2025Q1: 4,686 shares; 2025Q2: 5,518 shares; 2025Q3: 5,263 shares; 2025Q4: 5,205 shares 5,205 $613K 0.02% -58 Timeline FFBC 1ST FINL BANCORP More: the full row for 1ST FINL BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,977 shares; 2024Q4: 25,977 shares; 2025Q1: 25,977 shares; 2025Q2: 24,223 shares; 2025Q3: 24,223 shares; 2025Q4: 24,223 shares 24,223 $606K 0.02% 0 Timeline FSTA FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,578 shares; 2025Q4: 12,268 shares 12,268 $603K 0.02% +4,690 Timeline ACWI 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: 4,200 shares; 2024Q4: 4,200 shares; 2025Q1: 4,200 shares; 2025Q2: 4,200 shares; 2025Q3: 4,200 shares; 2025Q4: 4,200 shares 4,200 $594K 0.02% 0 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: not reported; 2024Q4: 2,603 shares; 2025Q1: not reported; 2025Q2: 2,092 shares; 2025Q3: 2,767 shares; 2025Q4: 5,464 shares 5,464 $587K 0.02% +2,697 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,000 shares; 2024Q4: 6,139 shares; 2025Q1: 6,164 shares; 2025Q2: 10,068 shares; 2025Q3: 10,318 shares; 2025Q4: 10,318 shares 10,318 $584K 0.02% 0 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,228 shares; 2024Q4: 4,073 shares; 2025Q1: 2,364 shares; 2025Q2: 3,294 shares; 2025Q3: 3,298 shares; 2025Q4: 3,732 shares 3,732 $579K 0.02% +434 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: 18,405 shares; 2024Q4: 9,525 shares; 2025Q1: 9,339 shares; 2025Q2: 11,093 shares; 2025Q3: 10,014 shares; 2025Q4: 7,876 shares 7,876 $579K 0.02% -2,138 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: 745 shares; 2024Q4: 857 shares; 2025Q1: 852 shares; 2025Q2: 1,001 shares; 2025Q3: 1,040 shares; 2025Q4: 1,011 shares 1,011 $576K 0.02% -29 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,034 shares; 2024Q4: 1,994 shares; 2025Q1: 1,840 shares; 2025Q2: 3,060 shares; 2025Q3: 3,060 shares; 2025Q4: 3,060 shares 3,060 $575K 0.02% 0 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: 1,007 shares; 2024Q4: 977 shares; 2025Q1: 794 shares; 2025Q2: 619 shares; 2025Q3: 561 shares; 2025Q4: 472 shares 472 $574K 0.02% -89 Timeline CTBI COMMUNITY TR BANCORP INC More: the full row for COMMUNITY TR BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,058 shares; 2024Q4: 10,058 shares; 2025Q1: 10,058 shares; 2025Q2: 10,058 shares; 2025Q3: 10,058 shares; 2025Q4: 10,058 shares 10,058 $568K 0.02% 0 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: 3,617 shares; 2024Q4: 2,586 shares; 2025Q1: 2,586 shares; 2025Q2: 2,586 shares; 2025Q3: 2,467 shares; 2025Q4: 2,653 shares 2,653 $563K 0.02% +186 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,804 shares; 2024Q4: 6,304 shares; 2025Q1: 6,463 shares; 2025Q2: 7,101 shares; 2025Q3: 7,101 shares; 2025Q4: 7,065 shares 7,065 $558K 0.02% -36 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: 11,517 shares; 2024Q4: 13,124 shares; 2025Q1: 12,329 shares; 2025Q2: 8,892 shares; 2025Q3: 8,013 shares; 2025Q4: 8,751 shares 8,751 $558K 0.02% +738 Timeline VWID ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,500 shares; 2024Q4: 15,500 shares; 2025Q1: 15,500 shares; 2025Q2: 15,500 shares; 2025Q3: 15,500 shares; 2025Q4: 15,500 shares 15,500 $554K 0.02% 0 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,478 shares; 2024Q4: 2,502 shares; 2025Q1: 2,502 shares; 2025Q2: 2,502 shares; 2025Q3: 2,478 shares; 2025Q4: 2,478 shares 2,478 $554K 0.02% 0 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,200 shares; 2024Q4: 4,510 shares; 2025Q1: 4,510 shares; 2025Q2: 4,620 shares; 2025Q3: 4,795 shares; 2025Q4: 4,805 shares 4,805 $554K 0.02% +10 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,030 shares; 2025Q4: 2,700 shares 2,700 $554K 0.02% +670 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,048 shares; 2025Q2: 13,048 shares; 2025Q3: 13,063 shares; 2025Q4: 16,048 shares 16,048 $550K 0.02% +2,985 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,377 shares; 2024Q4: 6,377 shares; 2025Q1: 6,377 shares; 2025Q2: 6,400 shares; 2025Q3: 6,400 shares; 2025Q4: 6,400 shares 6,400 $548K 0.02% 0 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,862 shares; 2024Q4: 2,678 shares; 2025Q1: 1,914 shares; 2025Q2: 2,543 shares; 2025Q3: 2,416 shares; 2025Q4: 4,530 shares 4,530 $541K 0.02% +2,114 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE 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: 142 shares; 2025Q4: 265 shares 265 $534K 0.02% +123 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,139 shares; 2025Q2: 1,130 shares; 2025Q3: 1,131 shares; 2025Q4: 1,125 shares 1,125 $525K 0.02% -6 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,975 shares; 2024Q4: 2,975 shares; 2025Q1: 2,975 shares; 2025Q2: 3,074 shares; 2025Q3: 2,813 shares; 2025Q4: 2,813 shares 2,813 $522K 0.02% 0 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: 5,213 shares; 2024Q4: 4,374 shares; 2025Q1: 3,299 shares; 2025Q2: 4,247 shares; 2025Q3: 3,557 shares; 2025Q4: 3,342 shares 3,342 $517K 0.02% -215 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,449 shares; 2024Q4: 5,164 shares; 2025Q1: 5,144 shares; 2025Q2: 4,679 shares; 2025Q3: 4,679 shares; 2025Q4: 3,689 shares 3,689 $502K 0.02% -990 Timeline FSFG FIRST SAVINGS FINANCIAL GRP More: the full row for FIRST SAVINGS FINANCIAL GRP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,000 shares; 2024Q4: 15,500 shares; 2025Q1: 15,500 shares; 2025Q2: 15,500 shares; 2025Q3: 15,500 shares; 2025Q4: 15,500 shares 15,500 $494K 0.02% 0 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,187 shares 9,187 $492K 0.02% new 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: 9,187 shares; 2024Q4: 1,251 shares; 2025Q1: 1,164 shares; 2025Q2: 943 shares; 2025Q3: 932 shares; 2025Q4: 935 shares 935 $489K 0.01% +3 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: 4,529 shares; 2024Q4: 2,866 shares; 2025Q1: 3,194 shares; 2025Q2: 2,488 shares; 2025Q3: 2,654 shares; 2025Q4: 2,194 shares 2,194 $476K 0.01% -460 Timeline ESGU 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: 3,269 shares; 2024Q4: 3,269 shares; 2025Q1: 3,269 shares; 2025Q2: 3,192 shares; 2025Q3: 3,192 shares; 2025Q4: 3,192 shares 3,192 $476K 0.01% 0 Timeline PAAS PAN AMERN SILVER CORP More: the full row for PAN AMERN SILVER 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: 9,000 shares; 2025Q2: 9,000 shares; 2025Q3: 9,000 shares; 2025Q4: 9,142 shares 9,142 $474K 0.01% +142 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,291 shares; 2025Q1: 1,323 shares; 2025Q2: 1,387 shares; 2025Q3: 1,387 shares; 2025Q4: 1,387 shares 1,387 $468K 0.01% 0 Timeline IEX IDEX CORP More: the full row for IDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,622 shares; 2024Q4: 2,622 shares; 2025Q1: 2,622 shares; 2025Q2: 2,609 shares; 2025Q3: 2,609 shares; 2025Q4: 2,609 shares 2,609 $464K 0.01% 0 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,689 shares; 2024Q4: 5,090 shares; 2025Q1: 4,680 shares; 2025Q2: 5,130 shares; 2025Q3: 4,705 shares; 2025Q4: 4,204 shares 4,204 $464K 0.01% -501 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,780 shares; 2024Q4: 9,770 shares; 2025Q1: 9,970 shares; 2025Q2: 9,970 shares; 2025Q3: 9,970 shares; 2025Q4: 9,835 shares 9,835 $460K 0.01% -135 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,779 shares; 2024Q4: 7,630 shares; 2025Q1: 6,743 shares; 2025Q2: 6,356 shares; 2025Q3: 5,279 shares; 2025Q4: 4,579 shares 4,579 $448K 0.01% -700 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: 5,679 shares; 2024Q4: 2,836 shares; 2025Q1: 2,881 shares; 2025Q2: 2,756 shares; 2025Q3: 2,906 shares; 2025Q4: 2,706 shares 2,706 $438K 0.01% -200 Timeline JEPI 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: 6,689 shares; 2024Q4: 6,689 shares; 2025Q1: 7,364 shares; 2025Q2: 7,229 shares; 2025Q3: 7,229 shares; 2025Q4: 7,361 shares 7,361 $421K 0.01% +132 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,238 shares; 2024Q4: 5,238 shares; 2025Q1: 5,238 shares; 2025Q2: 5,238 shares; 2025Q3: 5,238 shares; 2025Q4: 5,238 shares 5,238 $421K 0.01% 0 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,333 shares; 2024Q4: 4,333 shares; 2025Q1: 4,357 shares; 2025Q2: 3,333 shares; 2025Q3: 3,033 shares; 2025Q4: 3,033 shares 3,033 $413K 0.01% 0 Timeline RBCAA REPUBLIC BANCORP INC KY More: the full row for REPUBLIC BANCORP INC KY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,247 shares; 2024Q4: 6,933 shares; 2025Q1: 5,933 shares; 2025Q2: 5,933 shares; 2025Q3: 5,933 shares; 2025Q4: 5,933 shares 5,933 $409K 0.01% 0 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,616 shares; 2024Q4: 1,616 shares; 2025Q1: 1,616 shares; 2025Q2: 1,558 shares; 2025Q3: 1,559 shares; 2025Q4: 2,098 shares 2,098 $401K 0.01% +539 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: 3,620 shares; 2025Q1: 3,610 shares; 2025Q2: 3,649 shares; 2025Q3: 3,911 shares; 2025Q4: 2,321 shares 2,321 $397K 0.01% -1,590 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,130 shares; 2024Q4: 12,130 shares; 2025Q1: 12,130 shares; 2025Q2: 12,130 shares; 2025Q3: 12,130 shares; 2025Q4: 12,130 shares 12,130 $397K 0.01% 0 Timeline SPYG 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: 2,861 shares; 2024Q4: 2,861 shares; 2025Q1: 2,861 shares; 2025Q2: 2,693 shares; 2025Q3: 2,693 shares; 2025Q4: 3,714 shares 3,714 $396K 0.01% +1,021 Timeline VONG 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: 3,235 shares 3,235 $394K 0.01% new Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,772 shares 4,772 $390K 0.01% new Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,703 shares; 2024Q4: 4,238 shares; 2025Q1: 4,174 shares; 2025Q2: 2,491 shares; 2025Q3: 2,466 shares; 2025Q4: 1,755 shares 1,755 $381K 0.01% -711 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,997 shares; 2024Q4: 8,628 shares; 2025Q1: 8,628 shares; 2025Q2: 8,937 shares; 2025Q3: 7,977 shares; 2025Q4: 7,977 shares 7,977 $381K 0.01% 0 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 648 shares; 2024Q4: 533 shares; 2025Q1: 533 shares; 2025Q2: 492 shares; 2025Q3: 492 shares; 2025Q4: 464 shares 464 $381K 0.01% -28 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,945 shares; 2024Q4: 9,392 shares; 2025Q1: 8,882 shares; 2025Q2: 9,221 shares; 2025Q3: 6,621 shares; 2025Q4: 4,895 shares 4,895 $379K 0.01% -1,726 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: 12,914 shares; 2024Q4: 11,037 shares; 2025Q1: 9,687 shares; 2025Q2: 9,654 shares; 2025Q3: 8,722 shares; 2025Q4: 8,092 shares 8,092 $376K 0.01% -630 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,984 shares; 2024Q4: 5,984 shares; 2025Q1: 6,009 shares; 2025Q2: 5,171 shares; 2025Q3: 5,171 shares; 2025Q4: 5,046 shares 5,046 $373K 0.01% -125 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: 6,750 shares; 2025Q3: 7,390 shares; 2025Q4: 7,405 shares 7,405 $370K 0.01% +15 Timeline CIVI CIVITAS RESOURCES INC More: the full row for CIVITAS RESOURCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,292 shares; 2024Q4: 20,427 shares; 2025Q1: 31,603 shares; 2025Q2: 34,129 shares; 2025Q3: 43,071 shares; 2025Q4: 13,477 shares 13,477 $365K 0.01% -29,594 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,491 shares; 2024Q4: 7,085 shares; 2025Q1: 7,698 shares; 2025Q2: 7,652 shares; 2025Q3: 7,704 shares; 2025Q4: 8,981 shares 8,981 $361K 0.01% +1,277 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,019 shares; 2024Q4: 4,019 shares; 2025Q1: 3,958 shares; 2025Q2: 4,714 shares; 2025Q3: 4,298 shares; 2025Q4: 4,298 shares 4,298 $360K 0.01% 0 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,863 shares; 2025Q3: 3,646 shares; 2025Q4: 3,984 shares 3,984 $349K 0.01% +338 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,469 shares; 2025Q3: 3,560 shares; 2025Q4: 3,469 shares 3,469 $345K 0.01% -91 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,228 shares; 2024Q4: 3,889 shares; 2025Q1: 4,957 shares; 2025Q2: 4,770 shares; 2025Q3: 3,805 shares; 2025Q4: 2,885 shares 2,885 $344K 0.01% -920 Timeline SHM 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,090 shares 7,090 $340K 0.01% new 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: 1,080 shares; 2024Q4: 1,080 shares; 2025Q1: 1,080 shares; 2025Q2: 1,080 shares; 2025Q3: 1,080 shares; 2025Q4: 1,080 shares 1,080 $340K 0.01% 0 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,495 shares; 2024Q4: 4,495 shares; 2025Q1: 4,495 shares; 2025Q2: 4,495 shares; 2025Q3: 22,066 shares; 2025Q4: 4,495 shares 4,495 $337K 0.01% -17,571 Timeline IJS 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: 3,732 shares; 2024Q4: 3,732 shares; 2025Q1: 3,606 shares; 2025Q2: 3,506 shares; 2025Q3: 2,920 shares; 2025Q4: 2,920 shares 2,920 $332K 0.01% 0 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,696 shares; 2025Q1: 2,506 shares; 2025Q2: 3,332 shares; 2025Q3: 2,826 shares; 2025Q4: 2,826 shares 2,826 $328K 0.01% 0 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,719 shares; 2024Q4: 3,719 shares; 2025Q1: 3,934 shares; 2025Q2: 2,133 shares; 2025Q3: 1,338 shares; 2025Q4: 1,664 shares 1,664 $328K 0.01% +326 Timeline LOB LIVE OAK BANCSHARES INC More: the full row for LIVE OAK BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,300 shares; 2024Q4: 12,800 shares; 2025Q1: 11,800 shares; 2025Q2: 9,700 shares; 2025Q3: 9,450 shares; 2025Q4: 9,450 shares 9,450 $325K 0.01% 0 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 832 shares; 2024Q4: 744 shares; 2025Q1: 737 shares; 2025Q2: 688 shares; 2025Q3: 738 shares; 2025Q4: 670 shares 670 $322K 0.01% -68 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: 983 shares; 2024Q4: 758 shares; 2025Q1: 763 shares; 2025Q2: 766 shares; 2025Q3: 814 shares; 2025Q4: 814 shares 814 $317K 0.01% 0 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,760 shares; 2024Q4: 3,816 shares; 2025Q1: 4,145 shares; 2025Q2: 3,975 shares; 2025Q3: 3,875 shares; 2025Q4: 3,868 shares 3,868 $316K 0.01% -7 Timeline PBA PEMBINA PIPELINE CORP More: the full row for PEMBINA PIPELINE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,907 shares; 2024Q4: 8,907 shares; 2025Q1: 8,907 shares; 2025Q2: 8,270 shares; 2025Q3: 8,270 shares; 2025Q4: 8,270 shares 8,270 $315K 0.01% 0 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 505 shares; 2025Q1: 514 shares; 2025Q2: 809 shares; 2025Q3: 789 shares; 2025Q4: 691 shares 691 $313K 0.01% -98 Timeline IEF 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: 3,265 shares; 2025Q1: 5,080 shares; 2025Q2: 5,080 shares; 2025Q3: 3,760 shares; 2025Q4: 3,250 shares 3,250 $313K 0.01% -510 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,122 shares; 2024Q4: 5,517 shares; 2025Q1: 4,574 shares; 2025Q2: 7,904 shares; 2025Q3: 8,356 shares; 2025Q4: 5,684 shares 5,684 $311K 0.01% -2,672 Timeline IWY 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: 1,249 shares; 2025Q2: 1,114 shares; 2025Q3: 1,114 shares; 2025Q4: 1,114 shares 1,114 $309K 0.01% 0 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,553 shares; 2025Q4: 3,791 shares 3,791 $308K 0.01% +238 Timeline SUB 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: 2,869 shares 2,869 $306K 0.01% new Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA 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: 322 shares; 2025Q4: 322 shares 322 $301K 0.01% 0 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,480 shares; 2024Q4: 1,480 shares; 2025Q1: 1,493 shares; 2025Q2: 1,487 shares; 2025Q3: 1,387 shares; 2025Q4: 1,089 shares 1,089 $300K 0.01% -298 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,800 shares; 2024Q4: 4,800 shares; 2025Q1: 3,670 shares; 2025Q2: 3,685 shares; 2025Q3: 3,685 shares; 2025Q4: 3,615 shares 3,615 $296K 0.01% -70 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,640 shares 5,640 $296K 0.01% new 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: 2,626 shares; 2024Q4: 1,682 shares; 2025Q1: 1,632 shares; 2025Q2: 1,645 shares; 2025Q3: 1,601 shares; 2025Q4: 1,111 shares 1,111 $294K 0.01% -490 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,210 shares; 2024Q4: 1,200 shares; 2025Q1: 1,200 shares; 2025Q2: 1,211 shares; 2025Q3: 1,211 shares; 2025Q4: 1,211 shares 1,211 $292K 0.01% 0 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,853 shares; 2024Q4: 6,788 shares; 2025Q1: not reported; 2025Q2: 4,702 shares; 2025Q3: 5,830 shares; 2025Q4: 5,693 shares 5,693 $289K 0.01% -137 Timeline FCOM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,936 shares 3,936 $288K 0.01% new Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US 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: 866 shares; 2025Q2: 1,427 shares; 2025Q3: 1,427 shares; 2025Q4: 1,413 shares 1,413 $287K 0.01% -14 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: not reported; 2024Q4: not reported; 2025Q1: 2,679 shares; 2025Q2: 4,232 shares; 2025Q3: 4,083 shares; 2025Q4: 3,690 shares 3,690 $287K 0.01% -393 Timeline DGRO 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: 4,436 shares; 2024Q4: 4,436 shares; 2025Q1: 4,436 shares; 2025Q2: 4,123 shares; 2025Q3: 4,123 shares; 2025Q4: 4,123 shares 4,123 $286K 0.01% 0 Timeline VGK 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: not reported; 2024Q4: not reported; 2025Q1: 5,959 shares; 2025Q2: 3,027 shares; 2025Q3: 3,293 shares; 2025Q4: 3,416 shares 3,416 $286K 0.01% +123 Timeline FCAP FIRST CAP INC More: the full row for FIRST CAP 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: 4,620 shares; 2025Q4: 4,822 shares 4,822 $285K 0.01% +202 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,892 shares; 2024Q4: not reported; 2025Q1: 1,881 shares; 2025Q2: not reported; 2025Q3: 1,826 shares; 2025Q4: 2,206 shares 2,206 $282K 0.01% +380 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,580 shares; 2024Q4: 2,420 shares; 2025Q1: 2,415 shares; 2025Q2: 2,120 shares; 2025Q3: 2,120 shares; 2025Q4: 1,670 shares 1,670 $280K 0.01% -450 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: 5,130 shares; 2024Q4: not reported; 2025Q1: 5,180 shares; 2025Q2: not reported; 2025Q3: 5,783 shares; 2025Q4: 5,699 shares 5,699 $279K 0.01% -84 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,640 shares; 2024Q4: 6,065 shares; 2025Q1: 4,159 shares; 2025Q2: 3,381 shares; 2025Q3: not reported; 2025Q4: 4,749 shares 4,749 $277K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 469 shares; 2025Q3: 469 shares; 2025Q4: 456 shares 456 $276K 0.01% -13 Timeline MGY MAGNOLIA OIL & GAS CORP More: the full row for MAGNOLIA OIL & GAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,254 shares; 2024Q4: 12,254 shares; 2025Q1: 12,600 shares; 2025Q2: 12,600 shares; 2025Q3: 12,600 shares; 2025Q4: 12,568 shares 12,568 $275K 0.01% -32 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: 708 shares; 2025Q1: not reported; 2025Q2: 526 shares; 2025Q3: 586 shares; 2025Q4: 586 shares 586 $275K 0.01% 0 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 991 shares; 2024Q4: 991 shares; 2025Q1: 978 shares; 2025Q2: 978 shares; 2025Q3: 922 shares; 2025Q4: 922 shares 922 $268K 0.01% 0 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,065 shares 4,065 $266K 0.01% new Timeline XDTE ROUNDHILL ETF TRUST More: the full row for ROUNDHILL ETF TRUST 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: 6,700 shares 6,700 $266K 0.01% new Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE 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: not reported; 2025Q3: 468 shares; 2025Q4: 468 shares 468 $263K 0.01% 0 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,031 shares; 2025Q3: 2,028 shares; 2025Q4: 2,028 shares 2,028 $259K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 48 shares; 2025Q3: 51 shares; 2025Q4: 48 shares 48 $257K 0.01% -3 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,990 shares; 2024Q4: 3,440 shares; 2025Q1: 3,640 shares; 2025Q2: 3,193 shares; 2025Q3: 3,193 shares; 2025Q4: 3,193 shares 3,193 $255K 0.01% 0 Timeline IJJ 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: 2,371 shares; 2024Q4: 2,264 shares; 2025Q1: 2,170 shares; 2025Q2: 2,122 shares; 2025Q3: 2,122 shares; 2025Q4: 1,902 shares 1,902 $250K 0.01% -220 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW 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: 3,398 shares 3,398 $250K 0.01% new Timeline CPB THE CAMPBELLS COMPANY More: the full row for THE CAMPBELLS COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,423 shares; 2024Q4: 9,423 shares; 2025Q1: 9,603 shares; 2025Q2: 9,553 shares; 2025Q3: 9,553 shares; 2025Q4: 8,953 shares 8,953 $250K 0.01% -600 Timeline SPSM 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,255 shares; 2025Q3: 5,255 shares; 2025Q4: 5,255 shares 5,255 $246K 0.01% 0 Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,254 shares; 2024Q4: 1,275 shares; 2025Q1: 1,275 shares; 2025Q2: 1,154 shares; 2025Q3: 1,479 shares; 2025Q4: 1,479 shares 1,479 $246K 0.01% 0 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,523 shares; 2024Q4: 1,452 shares; 2025Q1: 1,452 shares; 2025Q2: 1,152 shares; 2025Q3: 1,152 shares; 2025Q4: 1,232 shares 1,232 $245K 0.01% +80 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,356 shares; 2024Q4: 5,356 shares; 2025Q1: 5,081 shares; 2025Q2: 4,996 shares; 2025Q3: 4,746 shares; 2025Q4: 4,616 shares 4,616 $244K 0.01% -130 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,624 shares; 2025Q1: 6,953 shares; 2025Q2: 6,624 shares; 2025Q3: 6,924 shares; 2025Q4: 6,924 shares 6,924 $242K 0.01% 0 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,621 shares; 2024Q4: 1,428 shares; 2025Q1: 1,428 shares; 2025Q2: 1,149 shares; 2025Q3: 1,099 shares; 2025Q4: 1,064 shares 1,064 $242K 0.01% -35 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 668 shares; 2025Q3: 677 shares; 2025Q4: 677 shares 677 $239K 0.01% 0 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,052 shares; 2024Q4: 2,052 shares; 2025Q1: 1,777 shares; 2025Q2: 1,471 shares; 2025Q3: 1,471 shares; 2025Q4: 1,226 shares 1,226 $238K 0.01% -245 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,263 shares; 2024Q4: 3,063 shares; 2025Q1: 2,968 shares; 2025Q2: 2,901 shares; 2025Q3: 2,387 shares; 2025Q4: 2,063 shares 2,063 $233K 0.01% -324 Timeline SOXX 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: 931 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 771 shares 771 $232K 0.01% new 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: 3,779 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,455 shares 3,455 $232K 0.01% new Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 669 shares; 2024Q4: 486 shares; 2025Q1: 499 shares; 2025Q2: 486 shares; 2025Q3: 486 shares; 2025Q4: 469 shares 469 $230K 0.01% -17 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: 2,994 shares; 2024Q4: 2,930 shares; 2025Q1: 2,692 shares; 2025Q2: 1,892 shares; 2025Q3: 1,689 shares; 2025Q4: 1,410 shares 1,410 $230K 0.01% -279 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,713 shares; 2024Q4: 2,688 shares; 2025Q1: 2,633 shares; 2025Q2: 2,841 shares; 2025Q3: 2,821 shares; 2025Q4: 2,544 shares 2,544 $229K 0.01% -277 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,744 shares; 2025Q3: 2,744 shares; 2025Q4: 2,414 shares 2,414 $227K 0.01% -330 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,691 shares; 2024Q4: 1,684 shares; 2025Q1: 1,580 shares; 2025Q2: 1,583 shares; 2025Q3: 1,298 shares; 2025Q4: 1,198 shares 1,198 $222K 0.01% -100 Timeline CPNG COUPANG INC More: the full row for COUPANG 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: 9,258 shares 9,258 $218K 0.01% new Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,726 shares; 2024Q4: 5,756 shares; 2025Q1: 4,624 shares; 2025Q2: 4,295 shares; 2025Q3: 3,313 shares; 2025Q4: 2,476 shares 2,476 $214K 0.01% -837 Timeline FXL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED 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: 1,250 shares; 2025Q4: 1,250 shares 1,250 $210K 0.01% 0 Timeline VYMI 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,275 shares 2,275 $205K 0.01% new Timeline GLPI GAMING & LEISURE P More: the full row for GAMING & LEISURE P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,696 shares; 2024Q4: 8,696 shares; 2025Q1: 8,696 shares; 2025Q2: 4,550 shares; 2025Q3: 4,550 shares; 2025Q4: 4,550 shares 4,550 $203K 0.01% 0 Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,425 shares; 2025Q4: 3,425 shares 3,425 $202K 0.01% 0 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,602 shares; 2024Q4: 2,602 shares; 2025Q1: 2,613 shares; 2025Q2: 1,746 shares; 2025Q3: 1,632 shares; 2025Q4: 1,632 shares 1,632 $201K 0.01% 0 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,126 shares 4,126 $200K 0.01% new Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,961 shares; 2024Q4: 29,601 shares; 2025Q1: 24,043 shares; 2025Q2: 16,980 shares; 2025Q3: 14,572 shares; 2025Q4: 13,600 shares 13,600 $178K 0.01% -972 Timeline WU WESTERN UN CO More: the full row for WESTERN UN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,877 shares; 2024Q4: 14,927 shares; 2025Q1: 14,927 shares; 2025Q2: 18,927 shares; 2025Q3: 12,000 shares; 2025Q4: 12,000 shares 12,000 $112K <0.01% 0 Timeline AEG AEGON LTD More: the full row for AEGON LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,624 shares; 2024Q4: 31,624 shares; 2025Q1: 20,907 shares; 2025Q2: 20,859 shares; 2025Q3: 12,849 shares; 2025Q4: 12,849 shares 12,849 $99.1K <0.01% 0 Timeline JPC NUVEEN PFD & INCOME OPPORTUN More: the full row for NUVEEN PFD & INCOME OPPORTUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,904 shares; 2025Q4: 10,904 shares 10,904 $88.4K <0.01% 0 Timeline GALT GALECTIN THERAPEUTICS INC More: the full row for GALECTIN THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,500 shares; 2024Q4: 10,500 shares; 2025Q1: 10,500 shares; 2025Q2: 10,500 shares; 2025Q3: 10,500 shares; 2025Q4: 10,500 shares 10,500 $43.7K <0.01% 0 Timeline