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: 4,144,588 shares; 2024Q4: 3,987,908 shares; 2025Q1: 3,599,104 shares; 2025Q2: 3,538,095 shares; 2025Q3: 3,462,148 shares; 2025Q4: 3,337,312 shares 3,337,312 $622M 7.54% -124,836 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: 1,772,556 shares; 2024Q4: 1,758,178 shares; 2025Q1: 1,742,665 shares; 2025Q2: 1,735,567 shares; 2025Q3: 1,722,290 shares; 2025Q4: 1,702,197 shares 1,702,197 $463M 5.61% -20,093 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 909,531 shares; 2024Q4: 905,642 shares; 2025Q1: 904,386 shares; 2025Q2: 898,016 shares; 2025Q3: 894,788 shares; 2025Q4: 887,460 shares 887,460 $429M 5.2% -7,328 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: 1,201,644 shares; 2024Q4: 1,202,457 shares; 2025Q1: 1,211,074 shares; 2025Q2: 1,207,493 shares; 2025Q3: 1,203,288 shares; 2025Q4: 1,186,866 shares 1,186,866 $372M 4.51% -16,422 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: 202,622 shares; 2024Q4: 200,368 shares; 2025Q1: 198,345 shares; 2025Q2: 2,945,844 shares; 2025Q3: 2,884,906 shares; 2025Q4: 2,869,787 shares 2,869,787 $262M 3.17% -15,119 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: 749,306 shares; 2024Q4: 744,750 shares; 2025Q1: 738,002 shares; 2025Q2: 732,353 shares; 2025Q3: 727,217 shares; 2025Q4: 725,722 shares 725,722 $255M 3.08% -1,495 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: 702,477 shares; 2024Q4: 698,451 shares; 2025Q1: 689,815 shares; 2025Q2: 679,848 shares; 2025Q3: 671,288 shares; 2025Q4: 665,957 shares 665,957 $215M 2.6% -5,331 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: 1,176,575 shares; 2024Q4: 1,171,367 shares; 2025Q1: 1,163,796 shares; 2025Q2: 1,155,533 shares; 2025Q3: 1,141,516 shares; 2025Q4: 1,123,240 shares 1,123,240 $206M 2.5% -18,276 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: 134,892 shares; 2024Q4: 146,980 shares; 2025Q1: 148,535 shares; 2025Q2: 149,445 shares; 2025Q3: 168,196 shares; 2025Q4: 167,818 shares 167,818 $180M 2.18% -378 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: 519,718 shares; 2024Q4: 517,223 shares; 2025Q1: 516,664 shares; 2025Q2: 514,389 shares; 2025Q3: 513,622 shares; 2025Q4: 512,479 shares 512,479 $180M 2.18% -1,143 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: 430,981 shares; 2024Q4: 430,645 shares; 2025Q1: 430,965 shares; 2025Q2: 428,324 shares; 2025Q3: 427,477 shares; 2025Q4: 428,480 shares 428,480 $147M 1.79% +1,003 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: 676,150 shares; 2024Q4: 684,853 shares; 2025Q1: 690,602 shares; 2025Q2: 694,879 shares; 2025Q3: 622,089 shares; 2025Q4: 618,995 shares 618,995 $142M 1.72% -3,094 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: 168,538 shares; 2024Q4: 167,760 shares; 2025Q1: 165,611 shares; 2025Q2: 163,058 shares; 2025Q3: 161,993 shares; 2025Q4: 162,345 shares 162,345 $140M 1.7% +352 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: 706,124 shares; 2024Q4: 692,606 shares; 2025Q1: 687,197 shares; 2025Q2: 687,142 shares; 2025Q3: 675,855 shares; 2025Q4: 670,094 shares 670,094 $139M 1.68% -5,761 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: 449,145 shares; 2024Q4: 440,006 shares; 2025Q1: 435,396 shares; 2025Q2: 430,647 shares; 2025Q3: 429,151 shares; 2025Q4: 421,125 shares 421,125 $132M 1.6% -8,026 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: 520,698 shares; 2024Q4: 521,467 shares; 2025Q1: 532,722 shares; 2025Q2: 547,872 shares; 2025Q3: 550,124 shares; 2025Q4: 563,166 shares 563,166 $130M 1.57% +13,042 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: 472,455 shares; 2024Q4: 468,681 shares; 2025Q1: 471,715 shares; 2025Q2: 474,328 shares; 2025Q3: 473,582 shares; 2025Q4: 472,164 shares 472,164 $124M 1.5% -1,418 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: 408,002 shares; 2024Q4: 405,865 shares; 2025Q1: 404,359 shares; 2025Q2: 401,368 shares; 2025Q3: 398,440 shares; 2025Q4: 393,955 shares 393,955 $123M 1.49% -4,485 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: 792,877 shares; 2024Q4: 787,381 shares; 2025Q1: 784,497 shares; 2025Q2: 785,017 shares; 2025Q3: 780,740 shares; 2025Q4: 777,967 shares 777,967 $120M 1.45% -2,773 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: 169,237 shares; 2024Q4: 169,319 shares; 2025Q1: 169,846 shares; 2025Q2: 169,017 shares; 2025Q3: 168,926 shares; 2025Q4: 168,282 shares 168,282 $114M 1.38% -644 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: 793,775 shares; 2024Q4: 794,281 shares; 2025Q1: 795,617 shares; 2025Q2: 790,238 shares; 2025Q3: 787,875 shares; 2025Q4: 768,228 shares 768,228 $110M 1.33% -19,647 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: 140,310 shares; 2024Q4: 171,847 shares; 2025Q1: 169,884 shares; 2025Q2: 169,447 shares; 2025Q3: 168,530 shares; 2025Q4: 166,753 shares 166,753 $101M 1.22% -1,777 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: 196,619 shares; 2024Q4: 197,781 shares; 2025Q1: 207,639 shares; 2025Q2: 217,244 shares; 2025Q3: 220,346 shares; 2025Q4: 218,198 shares 218,198 $98.9M 1.2% -2,148 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: 314,305 shares; 2024Q4: 312,504 shares; 2025Q1: 312,533 shares; 2025Q2: 310,967 shares; 2025Q3: 307,613 shares; 2025Q4: 306,406 shares 306,406 $93.6M 1.13% -1,207 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: 200,651 shares; 2024Q4: 200,325 shares; 2025Q1: 199,706 shares; 2025Q2: 200,529 shares; 2025Q3: 199,734 shares; 2025Q4: 194,463 shares 194,463 $86.6M 1.05% -5,271 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: 112,835 shares; 2024Q4: 112,877 shares; 2025Q1: 119,331 shares; 2025Q2: 124,030 shares; 2025Q3: 126,162 shares; 2025Q4: 130,031 shares 130,031 $85.8M 1.04% +3,869 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: 182,934 shares; 2024Q4: 179,999 shares; 2025Q1: 178,531 shares; 2025Q2: 175,953 shares; 2025Q3: 174,884 shares; 2025Q4: 173,878 shares 173,878 $85.3M 1.03% -1,006 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: 61,734 shares; 2024Q4: 61,309 shares; 2025Q1: 61,033 shares; 2025Q2: 60,334 shares; 2025Q3: 59,721 shares; 2025Q4: 59,348 shares 59,348 $82.7M 1% -373 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: 113,540 shares; 2024Q4: 141,473 shares; 2025Q1: 174,158 shares; 2025Q2: 204,891 shares; 2025Q3: 211,870 shares; 2025Q4: 229,576 shares 229,576 $79.5M 0.96% +17,706 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: 639,109 shares; 2024Q4: 636,194 shares; 2025Q1: 634,527 shares; 2025Q2: 634,135 shares; 2025Q3: 631,865 shares; 2025Q4: 631,911 shares 631,911 $79.2M 0.96% +46 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: 326,952 shares; 2024Q4: 327,770 shares; 2025Q1: 329,892 shares; 2025Q2: 331,578 shares; 2025Q3: 329,836 shares; 2025Q4: 328,371 shares 328,371 $79.1M 0.96% -1,465 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: 364,569 shares; 2024Q4: 363,548 shares; 2025Q1: 354,624 shares; 2025Q2: 349,910 shares; 2025Q3: 348,371 shares; 2025Q4: 345,947 shares 345,947 $79M 0.96% -2,424 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: 302,758 shares; 2024Q4: 300,141 shares; 2025Q1: 297,886 shares; 2025Q2: 294,591 shares; 2025Q3: 292,770 shares; 2025Q4: 294,278 shares 294,278 $76.2M 0.92% +1,508 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: 214,903 shares; 2024Q4: 214,281 shares; 2025Q1: 212,257 shares; 2025Q2: 212,190 shares; 2025Q3: 213,231 shares; 2025Q4: 210,718 shares 210,718 $71M 0.86% -2,513 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: 419,528 shares; 2024Q4: 412,855 shares; 2025Q1: 414,657 shares; 2025Q2: 415,588 shares; 2025Q3: 415,208 shares; 2025Q4: 407,695 shares 407,695 $62.1M 0.75% -7,513 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: 568,928 shares; 2024Q4: 563,452 shares; 2025Q1: 556,244 shares; 2025Q2: 532,789 shares; 2025Q3: 440,826 shares; 2025Q4: 429,173 shares 429,173 $61.6M 0.75% -11,653 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: 896,950 shares; 2024Q4: 915,824 shares; 2025Q1: 959,008 shares; 2025Q2: 974,651 shares; 2025Q3: 982,158 shares; 2025Q4: 967,383 shares 967,383 $60.4M 0.73% -14,775 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: 129,093 shares; 2024Q4: 124,428 shares; 2025Q1: 122,846 shares; 2025Q2: 121,186 shares; 2025Q3: 120,658 shares; 2025Q4: 118,631 shares 118,631 $59.6M 0.72% -2,027 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: 509,473 shares; 2024Q4: 512,547 shares; 2025Q1: 520,363 shares; 2025Q2: 526,490 shares; 2025Q3: 529,371 shares; 2025Q4: 535,229 shares 535,229 $59.6M 0.72% +5,858 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: 242,737 shares; 2024Q4: 242,564 shares; 2025Q1: 241,138 shares; 2025Q2: 237,424 shares; 2025Q3: 228,549 shares; 2025Q4: 226,508 shares 226,508 $58.3M 0.71% -2,041 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: 8,641 shares; 2024Q4: 8,545 shares; 2025Q1: 8,480 shares; 2025Q2: 8,467 shares; 2025Q3: 10,741 shares; 2025Q4: 10,655 shares 10,655 $57.1M 0.69% -86 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: 353,387 shares; 2024Q4: 345,032 shares; 2025Q1: 368,822 shares; 2025Q2: 381,335 shares; 2025Q3: 393,371 shares; 2025Q4: 401,832 shares 401,832 $54.7M 0.66% +8,461 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: 1,047,468 shares; 2024Q4: 1,020,575 shares; 2025Q1: 1,011,483 shares; 2025Q2: 1,012,075 shares; 2025Q3: 1,005,865 shares; 2025Q4: 989,978 shares 989,978 $54.4M 0.66% -15,887 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: 687,469 shares; 2024Q4: 679,762 shares; 2025Q1: 674,042 shares; 2025Q2: 668,938 shares; 2025Q3: 658,992 shares; 2025Q4: 656,364 shares 656,364 $54.4M 0.66% -2,628 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: 545,410 shares; 2024Q4: 550,794 shares; 2025Q1: 599,982 shares; 2025Q2: 667,412 shares; 2025Q3: 672,709 shares; 2025Q4: 676,027 shares 676,027 $54.3M 0.66% +3,318 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: 94,277 shares; 2024Q4: 91,031 shares; 2025Q1: 91,769 shares; 2025Q2: 91,114 shares; 2025Q3: 89,726 shares; 2025Q4: 89,084 shares 89,084 $51.6M 0.63% -642 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: 202,317 shares; 2024Q4: 203,784 shares; 2025Q1: 210,889 shares; 2025Q2: 215,456 shares; 2025Q3: 215,364 shares; 2025Q4: 212,640 shares 212,640 $51M 0.62% -2,724 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: 632,407 shares; 2024Q4: 638,752 shares; 2025Q1: 653,597 shares; 2025Q2: 652,563 shares; 2025Q3: 647,290 shares; 2025Q4: 642,476 shares 642,476 $49.5M 0.6% -4,814 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: 97,538 shares; 2024Q4: 100,099 shares; 2025Q1: 102,275 shares; 2025Q2: 103,127 shares; 2025Q3: 103,758 shares; 2025Q4: 104,570 shares 104,570 $44.6M 0.54% +812 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: 9,362 shares; 2024Q4: 18,736 shares; 2025Q1: 18,786 shares; 2025Q2: 18,599 shares; 2025Q3: 147,526 shares; 2025Q4: 234,423 shares 234,423 $43.2M 0.52% +86,897 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,448 shares; 2024Q4: 93,248 shares; 2025Q1: 118,051 shares; 2025Q2: 136,530 shares; 2025Q3: 140,717 shares; 2025Q4: 131,526 shares 131,526 $42.1M 0.51% -9,191 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: 139,484 shares; 2024Q4: 138,138 shares; 2025Q1: 141,606 shares; 2025Q2: 142,889 shares; 2025Q3: 142,474 shares; 2025Q4: 140,884 shares 140,884 $41.4M 0.5% -1,590 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: 387,158 shares; 2024Q4: 384,634 shares; 2025Q1: 378,711 shares; 2025Q2: 373,828 shares; 2025Q3: 371,545 shares; 2025Q4: 368,473 shares 368,473 $41.3M 0.5% -3,072 Timeline EMLP 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: 1,096,529 shares; 2024Q4: 1,076,331 shares; 2025Q1: 1,064,865 shares; 2025Q2: 1,063,563 shares; 2025Q3: 1,054,183 shares; 2025Q4: 1,040,699 shares 1,040,699 $39.4M 0.48% -13,484 Timeline AOS SMITH A O CORP More: the full row for SMITH A O CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 566,403 shares; 2024Q4: 568,613 shares; 2025Q1: 592,981 shares; 2025Q2: 596,244 shares; 2025Q3: 595,309 shares; 2025Q4: 585,817 shares 585,817 $39.2M 0.47% -9,492 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: 41,120 shares; 2024Q4: 46,454 shares; 2025Q1: 42,427 shares; 2025Q2: 40,816 shares; 2025Q3: 40,312 shares; 2025Q4: 56,158 shares 56,158 $38.3M 0.46% +15,846 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 896,594 shares; 2024Q4: 874,761 shares; 2025Q1: 859,496 shares; 2025Q2: 865,819 shares; 2025Q3: 872,375 shares; 2025Q4: 557,384 shares 557,384 $37.4M 0.45% -314,991 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: 193,286 shares; 2024Q4: 193,029 shares; 2025Q1: 192,496 shares; 2025Q2: 193,241 shares; 2025Q3: 192,368 shares; 2025Q4: 190,507 shares 190,507 $35.8M 0.43% -1,861 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: 358,814 shares; 2024Q4: 355,576 shares; 2025Q1: 341,424 shares; 2025Q2: 333,302 shares; 2025Q3: 326,635 shares; 2025Q4: 321,248 shares 321,248 $35.4M 0.43% -5,387 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: 311,341 shares; 2024Q4: 313,469 shares; 2025Q1: 308,300 shares; 2025Q2: 306,896 shares; 2025Q3: 291,236 shares; 2025Q4: 289,014 shares 289,014 $34.8M 0.42% -2,222 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: 17,284 shares; 2024Q4: 22,254 shares; 2025Q1: 42,869 shares; 2025Q2: 52,412 shares; 2025Q3: 54,046 shares; 2025Q4: 226,177 shares 226,177 $34.6M 0.42% +172,131 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: 450,243 shares; 2024Q4: 449,275 shares; 2025Q1: 449,504 shares; 2025Q2: 448,473 shares; 2025Q3: 443,675 shares; 2025Q4: 407,322 shares 407,322 $34.2M 0.41% -36,353 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: 367,565 shares; 2024Q4: 360,482 shares; 2025Q1: 337,558 shares; 2025Q2: 331,608 shares; 2025Q3: 326,753 shares; 2025Q4: 322,229 shares 322,229 $33.9M 0.41% -4,524 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: 89,774 shares; 2024Q4: 89,872 shares; 2025Q1: 89,654 shares; 2025Q2: 88,793 shares; 2025Q3: 87,759 shares; 2025Q4: 87,246 shares 87,246 $32.3M 0.39% -513 Timeline FTSL 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: 622,706 shares; 2024Q4: 633,271 shares; 2025Q1: 660,334 shares; 2025Q2: 682,178 shares; 2025Q3: 678,209 shares; 2025Q4: 696,962 shares 696,962 $32M 0.39% +18,753 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: 162,665 shares; 2024Q4: 161,338 shares; 2025Q1: 161,013 shares; 2025Q2: 158,550 shares; 2025Q3: 155,797 shares; 2025Q4: 144,182 shares 144,182 $28.2M 0.34% -11,615 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: 751,565 shares; 2024Q4: 733,070 shares; 2025Q1: 725,890 shares; 2025Q2: 727,059 shares; 2025Q3: 702,159 shares; 2025Q4: 664,664 shares 664,664 $27.1M 0.33% -37,495 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: 117,255 shares; 2024Q4: 116,912 shares; 2025Q1: 118,256 shares; 2025Q2: 103,667 shares; 2025Q3: 94,978 shares; 2025Q4: 75,055 shares 75,055 $26.3M 0.32% -19,923 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,206 shares; 2024Q4: 48,259 shares; 2025Q1: 48,865 shares; 2025Q2: 49,106 shares; 2025Q3: 50,041 shares; 2025Q4: 50,215 shares 50,215 $25.7M 0.31% +174 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: 519,819 shares; 2024Q4: 519,835 shares; 2025Q1: 519,365 shares; 2025Q2: 519,365 shares; 2025Q3: 518,597 shares; 2025Q4: 518,597 shares 518,597 $25.4M 0.31% 0 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 123,790 shares; 2024Q4: 124,551 shares; 2025Q1: 143,601 shares; 2025Q2: 146,116 shares; 2025Q3: 150,548 shares; 2025Q4: 152,934 shares 152,934 $24.6M 0.3% +2,386 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: 98,689 shares; 2024Q4: 484,922 shares; 2025Q1: 486,771 shares; 2025Q2: 488,188 shares; 2025Q3: 483,759 shares; 2025Q4: 487,847 shares 487,847 $24.4M 0.3% +4,088 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: 145,570 shares; 2024Q4: 145,416 shares; 2025Q1: 143,882 shares; 2025Q2: 143,438 shares; 2025Q3: 140,954 shares; 2025Q4: 140,036 shares 140,036 $24M 0.29% -918 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: 121,059 shares; 2024Q4: 121,429 shares; 2025Q1: 122,763 shares; 2025Q2: 122,521 shares; 2025Q3: 111,598 shares; 2025Q4: 88,054 shares 88,054 $23.6M 0.29% -23,544 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: 47,199 shares; 2024Q4: 45,930 shares; 2025Q1: 45,788 shares; 2025Q2: 45,115 shares; 2025Q3: 45,085 shares; 2025Q4: 44,370 shares 44,370 $22.6M 0.27% -715 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: 116,446 shares; 2024Q4: 113,900 shares; 2025Q1: 114,319 shares; 2025Q2: 116,838 shares; 2025Q3: 114,895 shares; 2025Q4: 112,655 shares 112,655 $22M 0.27% -2,240 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 287,515 shares; 2024Q4: 277,550 shares; 2025Q1: 263,943 shares; 2025Q2: 257,312 shares; 2025Q3: 251,938 shares; 2025Q4: 246,580 shares 246,580 $21.5M 0.26% -5,358 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: 3,788 shares; 2024Q4: 3,936 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 88,380 shares; 2025Q4: 254,751 shares 254,751 $20.8M 0.25% +166,371 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 286,780 shares; 2024Q4: 284,370 shares; 2025Q1: 272,500 shares; 2025Q2: 264,498 shares; 2025Q3: 264,351 shares; 2025Q4: 252,500 shares 252,500 $20.4M 0.25% -11,851 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: 301,058 shares; 2024Q4: 299,604 shares; 2025Q1: 296,014 shares; 2025Q2: 293,130 shares; 2025Q3: 288,794 shares; 2025Q4: 283,587 shares 283,587 $19.8M 0.24% -5,207 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: 17,744 shares; 2024Q4: 18,000 shares; 2025Q1: 19,135 shares; 2025Q2: 20,470 shares; 2025Q3: 24,414 shares; 2025Q4: 25,179 shares 25,179 $19.3M 0.23% +765 Timeline PFF 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: 716,537 shares; 2024Q4: 653,626 shares; 2025Q1: 671,729 shares; 2025Q2: 666,320 shares; 2025Q3: 645,491 shares; 2025Q4: 594,427 shares 594,427 $18.4M 0.22% -51,064 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 224,692 shares; 2024Q4: 230,901 shares; 2025Q1: 242,121 shares; 2025Q2: 239,936 shares; 2025Q3: 230,269 shares; 2025Q4: 214,275 shares 214,275 $18.4M 0.22% -15,994 Timeline KMX CARMAX INC More: the full row for CARMAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 890,089 shares; 2024Q4: 870,343 shares; 2025Q1: 873,763 shares; 2025Q2: 858,471 shares; 2025Q3: 818,220 shares; 2025Q4: 446,573 shares 446,573 $17.3M 0.21% -371,647 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,075 shares; 2025Q4: 35,556 shares 35,556 $16.7M 0.2% +17,481 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: 33,956 shares; 2024Q4: 53,510 shares; 2025Q1: 98,450 shares; 2025Q2: 129,280 shares; 2025Q3: 137,641 shares; 2025Q4: 137,975 shares 137,975 $16.6M 0.2% +334 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: 62,288 shares; 2024Q4: 61,486 shares; 2025Q1: 60,008 shares; 2025Q2: 59,159 shares; 2025Q3: 54,413 shares; 2025Q4: 53,911 shares 53,911 $16M 0.19% -502 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 245,111 shares; 2024Q4: 233,715 shares; 2025Q1: 213,247 shares; 2025Q2: 185,809 shares; 2025Q3: 182,624 shares; 2025Q4: 181,671 shares 181,671 $15.5M 0.19% -953 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,810 shares; 2024Q4: 105,462 shares; 2025Q1: 103,697 shares; 2025Q2: 103,072 shares; 2025Q3: 103,038 shares; 2025Q4: 102,259 shares 102,259 $15.2M 0.18% -779 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: 125,931 shares; 2024Q4: 124,474 shares; 2025Q1: 120,896 shares; 2025Q2: 117,348 shares; 2025Q3: 117,254 shares; 2025Q4: 113,174 shares 113,174 $15M 0.18% -4,080 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: 45,586 shares; 2024Q4: 46,516 shares; 2025Q1: 48,376 shares; 2025Q2: 47,009 shares; 2025Q3: 46,292 shares; 2025Q4: 45,283 shares 45,283 $13.9M 0.17% -1,009 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,041 shares; 2024Q4: 18,532 shares; 2025Q1: 17,258 shares; 2025Q2: 17,366 shares; 2025Q3: 17,450 shares; 2025Q4: 18,340 shares 18,340 $12.6M 0.15% +890 Timeline MZTI MARZETTI COMPANY More: the full row for MARZETTI COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,019 shares; 2024Q4: 77,372 shares; 2025Q1: 76,961 shares; 2025Q2: 76,432 shares; 2025Q3: 74,351 shares; 2025Q4: 72,543 shares 72,543 $11.9M 0.14% -1,808 Timeline CGNX COGNEX CORP More: the full row for COGNEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 331,734 shares; 2024Q4: 325,265 shares; 2025Q1: 330,342 shares; 2025Q2: 344,265 shares; 2025Q3: 339,117 shares; 2025Q4: 330,638 shares 330,638 $11.9M 0.14% -8,479 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: 22,654 shares; 2024Q4: 21,589 shares; 2025Q1: 20,721 shares; 2025Q2: 19,757 shares; 2025Q3: 19,444 shares; 2025Q4: 19,405 shares 19,405 $11.1M 0.13% -39 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 152,013 shares; 2024Q4: 146,466 shares; 2025Q1: 112,292 shares; 2025Q2: 113,441 shares; 2025Q3: 111,941 shares; 2025Q4: 111,739 shares 111,739 $10.7M 0.13% -202 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,009 shares; 2024Q4: 24,318 shares; 2025Q1: 30,948 shares; 2025Q2: 25,834 shares; 2025Q3: 22,683 shares; 2025Q4: 23,581 shares 23,581 $9.9M 0.12% +898 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: 456,190 shares; 2024Q4: 425,718 shares; 2025Q1: 417,057 shares; 2025Q2: 375,829 shares; 2025Q3: 365,618 shares; 2025Q4: 355,663 shares 355,663 $8.86M 0.11% -9,955 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: 28,515 shares; 2024Q4: 28,696 shares; 2025Q1: 28,363 shares; 2025Q2: 27,589 shares; 2025Q3: 27,088 shares; 2025Q4: 27,013 shares 27,013 $8.75M 0.11% -75 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: 65,576 shares; 2024Q4: 63,073 shares; 2025Q1: 61,294 shares; 2025Q2: 61,809 shares; 2025Q3: 61,146 shares; 2025Q4: 61,088 shares 61,088 $8.42M 0.1% -58 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: 39,297 shares; 2024Q4: 39,045 shares; 2025Q1: 38,992 shares; 2025Q2: 37,483 shares; 2025Q3: 36,523 shares; 2025Q4: 36,413 shares 36,413 $8.29M 0.1% -110 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: 36,487 shares; 2024Q4: 36,493 shares; 2025Q1: 36,525 shares; 2025Q2: 34,074 shares; 2025Q3: 33,924 shares; 2025Q4: 33,512 shares 33,512 $8.28M 0.1% -412 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: 50,431 shares; 2024Q4: 50,531 shares; 2025Q1: 51,540 shares; 2025Q2: 52,141 shares; 2025Q3: 52,141 shares; 2025Q4: 51,097 shares 51,097 $8.18M 0.1% -1,044 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: 25,555 shares; 2024Q4: 25,625 shares; 2025Q1: 25,125 shares; 2025Q2: 25,434 shares; 2025Q3: 25,156 shares; 2025Q4: 24,931 shares 24,931 $8.16M 0.1% -225 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,115 shares; 2024Q4: 100,245 shares; 2025Q1: 93,247 shares; 2025Q2: 110,382 shares; 2025Q3: 110,797 shares; 2025Q4: 110,812 shares 110,812 $8.15M 0.1% +15 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: 69,065 shares; 2024Q4: 62,373 shares; 2025Q1: 56,311 shares; 2025Q2: 49,886 shares; 2025Q3: 47,610 shares; 2025Q4: 41,191 shares 41,191 $7.99M 0.1% -6,419 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: 15,271 shares; 2024Q4: 14,241 shares; 2025Q1: 14,266 shares; 2025Q2: 13,828 shares; 2025Q3: 13,860 shares; 2025Q4: 13,656 shares 13,656 $7.8M 0.09% -204 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: 119,303 shares; 2024Q4: 114,121 shares; 2025Q1: 110,443 shares; 2025Q2: 106,842 shares; 2025Q3: 98,122 shares; 2025Q4: 90,656 shares 90,656 $7.63M 0.09% -7,466 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: 1,178,355 shares; 2024Q4: 1,149,128 shares; 2025Q1: 788,166 shares; 2025Q2: 474,658 shares; 2025Q3: 375,868 shares; 2025Q4: 254,480 shares 254,480 $7.61M 0.09% -121,388 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: 150,673 shares; 2024Q4: 147,716 shares; 2025Q1: 147,219 shares; 2025Q2: 143,838 shares; 2025Q3: 143,107 shares; 2025Q4: 141,846 shares 141,846 $7.5M 0.09% -1,261 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: 62,790 shares; 2024Q4: 62,455 shares; 2025Q1: 61,070 shares; 2025Q2: 62,075 shares; 2025Q3: 63,288 shares; 2025Q4: 63,205 shares 63,205 $7.41M 0.09% -83 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: 11,400 shares; 2024Q4: 11,564 shares; 2025Q1: 11,644 shares; 2025Q2: 11,313 shares; 2025Q3: 11,265 shares; 2025Q4: 11,000 shares 11,000 $7.19M 0.09% -265 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: 28,613 shares; 2024Q4: 27,240 shares; 2025Q1: 27,217 shares; 2025Q2: 26,813 shares; 2025Q3: 27,035 shares; 2025Q4: 26,407 shares 26,407 $7.16M 0.09% -628 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: 89,704 shares; 2024Q4: 88,908 shares; 2025Q1: 88,302 shares; 2025Q2: 86,883 shares; 2025Q3: 86,883 shares; 2025Q4: 86,883 shares 86,883 $7.05M 0.09% 0 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: 31,324 shares; 2024Q4: 30,161 shares; 2025Q1: 28,785 shares; 2025Q2: 27,749 shares; 2025Q3: 27,754 shares; 2025Q4: 27,872 shares 27,872 $6.86M 0.08% +118 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: 70,165 shares; 2024Q4: 68,258 shares; 2025Q1: 67,852 shares; 2025Q2: 66,901 shares; 2025Q3: 66,729 shares; 2025Q4: 65,018 shares 65,018 $6.76M 0.08% -1,711 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 648,010 shares; 2024Q4: 644,681 shares; 2025Q1: 644,201 shares; 2025Q2: 643,501 shares; 2025Q3: 643,501 shares; 2025Q4: 643,501 shares 643,501 $6.51M 0.08% 0 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,186 shares; 2024Q4: 57,493 shares; 2025Q1: 51,600 shares; 2025Q2: 51,137 shares; 2025Q3: 52,114 shares; 2025Q4: 49,698 shares 49,698 $6.49M 0.08% -2,416 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,272 shares; 2024Q4: 34,354 shares; 2025Q1: 34,286 shares; 2025Q2: 34,186 shares; 2025Q3: 33,895 shares; 2025Q4: 33,995 shares 33,995 $6.31M 0.08% +100 Timeline LQD 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: 69,501 shares; 2024Q4: 61,641 shares; 2025Q1: 60,270 shares; 2025Q2: 58,745 shares; 2025Q3: 58,279 shares; 2025Q4: 56,547 shares 56,547 $6.23M 0.08% -1,732 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: 8,971 shares; 2024Q4: 9,337 shares; 2025Q1: 8,791 shares; 2025Q2: 8,794 shares; 2025Q3: 9,475 shares; 2025Q4: 9,813 shares 9,813 $6.03M 0.07% +338 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: 22,693 shares; 2024Q4: 22,666 shares; 2025Q1: 22,615 shares; 2025Q2: 22,190 shares; 2025Q3: 22,330 shares; 2025Q4: 22,120 shares 22,120 $5.45M 0.07% -210 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: 9,790 shares; 2024Q4: 9,696 shares; 2025Q1: 9,571 shares; 2025Q2: 9,434 shares; 2025Q3: 9,384 shares; 2025Q4: 9,311 shares 9,311 $5.27M 0.06% -73 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: 307,455 shares; 2024Q4: 259,727 shares; 2025Q1: 230,441 shares; 2025Q2: 201,013 shares; 2025Q3: 146,706 shares; 2025Q4: 142,861 shares 142,861 $5.27M 0.06% -3,845 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: 22,422 shares; 2024Q4: 29,430 shares; 2025Q1: 40,492 shares; 2025Q2: 44,482 shares; 2025Q3: 46,288 shares; 2025Q4: 47,656 shares 47,656 $5.24M 0.06% +1,368 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: 107,719 shares; 2024Q4: 105,731 shares; 2025Q1: 103,131 shares; 2025Q2: 100,506 shares; 2025Q3: 97,478 shares; 2025Q4: 94,006 shares 94,006 $5.07M 0.06% -3,472 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: 43,335 shares; 2024Q4: 41,725 shares; 2025Q1: 40,453 shares; 2025Q2: 39,153 shares; 2025Q3: 39,153 shares; 2025Q4: 38,979 shares 38,979 $5.03M 0.06% -174 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: 14,280 shares; 2024Q4: 14,381 shares; 2025Q1: 14,381 shares; 2025Q2: 14,381 shares; 2025Q3: 14,536 shares; 2025Q4: 14,211 shares 14,211 $4.87M 0.06% -325 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: 28,085 shares; 2024Q4: 28,358 shares; 2025Q1: 27,572 shares; 2025Q2: 27,841 shares; 2025Q3: 27,764 shares; 2025Q4: 27,603 shares 27,603 $4.79M 0.06% -161 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,009 shares; 2024Q4: 30,806 shares; 2025Q1: 28,578 shares; 2025Q2: 28,824 shares; 2025Q3: 29,279 shares; 2025Q4: 58,991 shares 58,991 $4.65M 0.06% +29,712 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: 67,675 shares; 2024Q4: 67,275 shares; 2025Q1: 65,254 shares; 2025Q2: 66,504 shares; 2025Q3: 65,162 shares; 2025Q4: 68,865 shares 68,865 $4.55M 0.06% +3,703 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: 15,001 shares; 2024Q4: 14,606 shares; 2025Q1: 14,603 shares; 2025Q2: 14,218 shares; 2025Q3: 13,985 shares; 2025Q4: 13,980 shares 13,980 $4.52M 0.05% -5 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: 84,009 shares; 2024Q4: 83,573 shares; 2025Q1: 71,598 shares; 2025Q2: 68,343 shares; 2025Q3: 66,110 shares; 2025Q4: 57,287 shares 57,287 $4.22M 0.05% -8,823 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: 46,164 shares; 2024Q4: 46,363 shares; 2025Q1: 46,194 shares; 2025Q2: 45,506 shares; 2025Q3: 44,398 shares; 2025Q4: 44,718 shares 44,718 $4.17M 0.05% +320 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: 61,096 shares; 2024Q4: 55,849 shares; 2025Q1: 53,411 shares; 2025Q2: 50,752 shares; 2025Q3: 43,520 shares; 2025Q4: 41,850 shares 41,850 $4.15M 0.05% -1,670 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 327,775 shares; 2024Q4: 284,178 shares; 2025Q1: 237,010 shares; 2025Q2: 160,551 shares; 2025Q3: 114,001 shares; 2025Q4: 78,090 shares 78,090 $4.14M 0.05% -35,911 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,423 shares; 2024Q4: 69,282 shares; 2025Q1: 68,856 shares; 2025Q2: 68,856 shares; 2025Q3: 68,856 shares; 2025Q4: 68,856 shares 68,856 $4.13M 0.05% 0 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: 93,472 shares; 2024Q4: 66,974 shares; 2025Q1: 56,926 shares; 2025Q2: 47,010 shares; 2025Q3: 45,234 shares; 2025Q4: 43,734 shares 43,734 $4.12M 0.05% -1,500 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,466 shares; 2024Q4: 18,749 shares; 2025Q1: 17,760 shares; 2025Q2: 17,733 shares; 2025Q3: 17,586 shares; 2025Q4: 17,443 shares 17,443 $4.03M 0.05% -143 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: 57,406 shares; 2024Q4: 52,126 shares; 2025Q1: 46,210 shares; 2025Q2: 46,760 shares; 2025Q3: 44,515 shares; 2025Q4: 41,075 shares 41,075 $3.95M 0.05% -3,440 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: 41,285 shares; 2024Q4: 41,103 shares; 2025Q1: 39,308 shares; 2025Q2: 39,096 shares; 2025Q3: 37,775 shares; 2025Q4: 34,427 shares 34,427 $3.92M 0.05% -3,348 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: 24,213 shares; 2024Q4: 24,169 shares; 2025Q1: 23,829 shares; 2025Q2: 23,497 shares; 2025Q3: 23,347 shares; 2025Q4: 23,240 shares 23,240 $3.78M 0.05% -107 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: 51,366 shares; 2024Q4: 51,125 shares; 2025Q1: 50,903 shares; 2025Q2: 52,730 shares; 2025Q3: 51,435 shares; 2025Q4: 47,779 shares 47,779 $3.78M 0.05% -3,656 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: 18,747 shares; 2024Q4: 18,935 shares; 2025Q1: 19,229 shares; 2025Q2: 19,139 shares; 2025Q3: 19,841 shares; 2025Q4: 16,299 shares 16,299 $3.65M 0.04% -3,542 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: 82,548 shares; 2024Q4: 81,930 shares; 2025Q1: 81,634 shares; 2025Q2: 81,296 shares; 2025Q3: 80,973 shares; 2025Q4: 77,862 shares 77,862 $3.62M 0.04% -3,111 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: 7,270 shares; 2024Q4: 7,333 shares; 2025Q1: 7,342 shares; 2025Q2: 7,342 shares; 2025Q3: 7,342 shares; 2025Q4: 7,327 shares 7,327 $3.54M 0.04% -15 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: 15,017 shares; 2024Q4: 14,680 shares; 2025Q1: 14,394 shares; 2025Q2: 14,398 shares; 2025Q3: 14,293 shares; 2025Q4: 14,482 shares 14,482 $3.49M 0.04% +189 Timeline ICLR ICON PUB LTD CO More: the full row for ICON PUB LTD CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,338 shares; 2024Q4: 19,305 shares; 2025Q1: 19,280 shares; 2025Q2: 18,740 shares; 2025Q3: 18,735 shares; 2025Q4: 18,710 shares 18,710 $3.41M 0.04% -25 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: 8,354 shares; 2024Q4: 8,354 shares; 2025Q1: 8,164 shares; 2025Q2: 9,045 shares; 2025Q3: 9,045 shares; 2025Q4: 9,045 shares 9,045 $3.38M 0.04% 0 Timeline CHEF CHEFS WHSE INC More: the full row for CHEFS WHSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,165 shares; 2024Q4: 84,865 shares; 2025Q1: 44,565 shares; 2025Q2: 43,005 shares; 2025Q3: 42,305 shares; 2025Q4: 53,105 shares 53,105 $3.31M 0.04% +10,800 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: 135,578 shares; 2024Q4: 135,792 shares; 2025Q1: 137,205 shares; 2025Q2: 137,731 shares; 2025Q3: 133,831 shares; 2025Q4: 132,855 shares 132,855 $3.3M 0.04% -976 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: 27,180 shares; 2024Q4: 27,094 shares; 2025Q1: 27,424 shares; 2025Q2: 26,924 shares; 2025Q3: 26,924 shares; 2025Q4: 26,775 shares 26,775 $3.29M 0.04% -149 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: 2,860 shares; 2024Q4: 7,283 shares; 2025Q1: 5,770 shares; 2025Q2: 3,139 shares; 2025Q3: 5,154 shares; 2025Q4: 5,211 shares 5,211 $3.27M 0.04% +57 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,264 shares; 2024Q4: 50,264 shares; 2025Q1: 50,576 shares; 2025Q2: 50,264 shares; 2025Q3: 50,264 shares; 2025Q4: 50,264 shares 50,264 $3.27M 0.04% 0 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,408 shares; 2024Q4: 4,414 shares; 2025Q1: 4,414 shares; 2025Q2: 4,864 shares; 2025Q3: 4,851 shares; 2025Q4: 4,840 shares 4,840 $3.21M 0.04% -11 Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,867 shares; 2024Q4: 78,344 shares; 2025Q1: 75,694 shares; 2025Q2: 61,340 shares; 2025Q3: 59,376 shares; 2025Q4: 57,795 shares 57,795 $3.19M 0.04% -1,581 Timeline IGSB 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: 79,085 shares; 2024Q4: 76,164 shares; 2025Q1: 63,826 shares; 2025Q2: 63,801 shares; 2025Q3: 58,933 shares; 2025Q4: 58,983 shares 58,983 $3.12M 0.04% +50 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,687 shares; 2024Q4: 21,861 shares; 2025Q1: 21,618 shares; 2025Q2: 21,706 shares; 2025Q3: 21,191 shares; 2025Q4: 19,272 shares 19,272 $3.09M 0.04% -1,919 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: 21,900 shares; 2024Q4: 21,900 shares; 2025Q1: 21,900 shares; 2025Q2: 21,900 shares; 2025Q3: 21,900 shares; 2025Q4: 22,079 shares 22,079 $3.07M 0.04% +179 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: 9,812 shares; 2024Q4: 9,601 shares; 2025Q1: 9,540 shares; 2025Q2: 9,586 shares; 2025Q3: 9,821 shares; 2025Q4: 10,474 shares 10,474 $3.04M 0.04% +653 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: 5,445 shares; 2024Q4: 5,845 shares; 2025Q1: 5,843 shares; 2025Q2: 6,386 shares; 2025Q3: 6,449 shares; 2025Q4: 6,381 shares 6,381 $2.97M 0.04% -68 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: 58,746 shares; 2024Q4: 58,335 shares; 2025Q1: 54,196 shares; 2025Q2: 54,196 shares; 2025Q3: 54,135 shares; 2025Q4: 54,901 shares 54,901 $2.95M 0.04% +766 Timeline FPEI 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: 175,630 shares; 2024Q4: 175,151 shares; 2025Q1: 146,708 shares; 2025Q2: 146,708 shares; 2025Q3: 145,856 shares; 2025Q4: 143,860 shares 143,860 $2.79M 0.03% -1,996 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: 12,888 shares; 2024Q4: 12,899 shares; 2025Q1: 12,241 shares; 2025Q2: 12,230 shares; 2025Q3: 11,554 shares; 2025Q4: 10,754 shares 10,754 $2.77M 0.03% -800 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,425 shares; 2024Q4: 23,943 shares; 2025Q1: 24,077 shares; 2025Q2: 25,039 shares; 2025Q3: 25,324 shares; 2025Q4: 26,219 shares 26,219 $2.75M 0.03% +895 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: 15,569 shares; 2024Q4: 15,569 shares; 2025Q1: 15,569 shares; 2025Q2: 14,161 shares; 2025Q3: 14,161 shares; 2025Q4: 14,336 shares 14,336 $2.74M 0.03% +175 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: 32,839 shares; 2024Q4: 32,857 shares; 2025Q1: 32,992 shares; 2025Q2: 65,884 shares; 2025Q3: 66,184 shares; 2025Q4: 66,184 shares 66,184 $2.66M 0.03% 0 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: 31,117 shares; 2024Q4: 31,215 shares; 2025Q1: 30,054 shares; 2025Q2: 28,553 shares; 2025Q3: 27,013 shares; 2025Q4: 27,172 shares 27,172 $2.61M 0.03% +159 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: 4,215 shares; 2024Q4: 4,548 shares; 2025Q1: 5,090 shares; 2025Q2: 5,615 shares; 2025Q3: 5,615 shares; 2025Q4: 5,489 shares 5,489 $2.6M 0.03% -126 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: 25,478 shares; 2024Q4: 27,274 shares; 2025Q1: 27,057 shares; 2025Q2: 27,057 shares; 2025Q3: 27,337 shares; 2025Q4: 27,252 shares 27,252 $2.55M 0.03% -85 Timeline SCHD 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: 31,170 shares; 2024Q4: 93,510 shares; 2025Q1: 93,510 shares; 2025Q2: 93,510 shares; 2025Q3: 93,510 shares; 2025Q4: 92,277 shares 92,277 $2.53M 0.03% -1,233 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,509 shares; 2024Q4: 9,524 shares; 2025Q1: 8,914 shares; 2025Q2: 8,912 shares; 2025Q3: 8,742 shares; 2025Q4: 8,674 shares 8,674 $2.39M 0.03% -68 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: 9,079 shares; 2024Q4: 9,395 shares; 2025Q1: 9,526 shares; 2025Q2: 9,253 shares; 2025Q3: 8,972 shares; 2025Q4: 8,958 shares 8,958 $2.37M 0.03% -14 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,117 shares; 2024Q4: 1,149 shares; 2025Q1: 1,129 shares; 2025Q2: 1,117 shares; 2025Q3: 4,434 shares; 2025Q4: 4,429 shares 4,429 $2.31M 0.03% -5 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: 12,202 shares; 2024Q4: 12,982 shares; 2025Q1: 14,879 shares; 2025Q2: 14,831 shares; 2025Q3: 14,831 shares; 2025Q4: 14,831 shares 14,831 $2.29M 0.03% 0 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,027 shares; 2024Q4: 5,027 shares; 2025Q1: 5,027 shares; 2025Q2: 5,027 shares; 2025Q3: 5,027 shares; 2025Q4: 5,027 shares 5,027 $2.23M 0.03% 0 Timeline EVN EATON VANCE MUN INCOME TR More: the full row for EATON VANCE MUN INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 205,784 shares; 2024Q4: 205,784 shares; 2025Q1: 205,784 shares; 2025Q2: 205,784 shares; 2025Q3: 205,784 shares; 2025Q4: 205,784 shares 205,784 $2.21M 0.03% 0 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,673 shares; 2024Q4: 2,593 shares; 2025Q1: 2,578 shares; 2025Q2: 2,551 shares; 2025Q3: 2,551 shares; 2025Q4: 2,505 shares 2,505 $2.2M 0.03% -46 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: 9,151 shares; 2024Q4: 4,943 shares; 2025Q1: 5,161 shares; 2025Q2: 5,260 shares; 2025Q3: 4,904 shares; 2025Q4: 4,887 shares 4,887 $2.2M 0.03% -17 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: 22,622 shares; 2024Q4: 22,622 shares; 2025Q1: 22,617 shares; 2025Q2: 22,727 shares; 2025Q3: 22,832 shares; 2025Q4: 22,555 shares 22,555 $2.17M 0.03% -277 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: 10,769 shares; 2024Q4: 10,410 shares; 2025Q1: 10,298 shares; 2025Q2: 11,040 shares; 2025Q3: 10,931 shares; 2025Q4: 10,984 shares 10,984 $2.14M 0.03% +53 Timeline FTSM 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: 39,922 shares; 2024Q4: 37,632 shares; 2025Q1: 36,548 shares; 2025Q2: 36,389 shares; 2025Q3: 37,189 shares; 2025Q4: 35,052 shares 35,052 $2.1M 0.03% -2,137 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: 9,665 shares; 2024Q4: 11,858 shares; 2025Q1: 14,261 shares; 2025Q2: 15,178 shares; 2025Q3: 17,821 shares; 2025Q4: 20,280 shares 20,280 $2.03M 0.02% +2,459 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: 11,848 shares; 2024Q4: 12,278 shares; 2025Q1: 12,175 shares; 2025Q2: 12,175 shares; 2025Q3: 12,175 shares; 2025Q4: 12,175 shares 12,175 $1.98M 0.02% 0 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,307 shares; 2024Q4: 8,812 shares; 2025Q1: 8,846 shares; 2025Q2: 8,741 shares; 2025Q3: 8,741 shares; 2025Q4: 9,069 shares 9,069 $1.89M 0.02% +328 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,638 shares; 2024Q4: 17,638 shares; 2025Q1: 18,638 shares; 2025Q2: 18,638 shares; 2025Q3: 18,998 shares; 2025Q4: 18,883 shares 18,883 $1.87M 0.02% -115 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,835 shares; 2025Q1: 1,899 shares; 2025Q2: 1,761 shares; 2025Q3: 1,761 shares; 2025Q4: 1,740 shares 1,740 $1.86M 0.02% -21 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: 6,119 shares; 2024Q4: 6,480 shares; 2025Q1: 6,468 shares; 2025Q2: 8,134 shares; 2025Q3: 8,221 shares; 2025Q4: 8,279 shares 8,279 $1.82M 0.02% +58 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: 19,116 shares; 2024Q4: 19,116 shares; 2025Q1: 19,116 shares; 2025Q2: 19,116 shares; 2025Q3: 19,116 shares; 2025Q4: 19,116 shares 19,116 $1.8M 0.02% 0 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,814 shares; 2024Q4: 7,256 shares; 2025Q1: 7,100 shares; 2025Q2: 6,967 shares; 2025Q3: 6,767 shares; 2025Q4: 6,736 shares 6,736 $1.73M 0.02% -31 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: 3,219 shares; 2024Q4: 3,219 shares; 2025Q1: 3,187 shares; 2025Q2: 3,144 shares; 2025Q3: 2,969 shares; 2025Q4: 2,983 shares 2,983 $1.7M 0.02% +14 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: 20,729 shares; 2024Q4: 20,263 shares; 2025Q1: 19,034 shares; 2025Q2: 18,667 shares; 2025Q3: 18,458 shares; 2025Q4: 16,852 shares 16,852 $1.7M 0.02% -1,606 Timeline GLP GLOBAL PARTNERS LP More: the full row for GLOBAL PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,420 shares; 2024Q4: 37,420 shares; 2025Q1: 37,420 shares; 2025Q2: 37,420 shares; 2025Q3: 37,420 shares; 2025Q4: 37,420 shares 37,420 $1.57M 0.02% 0 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,748 shares; 2024Q4: 25,748 shares; 2025Q1: 24,599 shares; 2025Q2: 24,149 shares; 2025Q3: 24,149 shares; 2025Q4: 24,149 shares 24,149 $1.53M 0.02% 0 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: 4,850 shares; 2024Q4: 5,460 shares; 2025Q1: 7,220 shares; 2025Q2: 7,145 shares; 2025Q3: 7,145 shares; 2025Q4: 7,145 shares 7,145 $1.5M 0.02% 0 Timeline VSS 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: 10,290 shares; 2024Q4: 10,484 shares; 2025Q1: 10,334 shares; 2025Q2: 10,334 shares; 2025Q3: 10,334 shares; 2025Q4: 10,334 shares 10,334 $1.48M 0.02% 0 Timeline WTS WATTS WATER TECHNOLOGIES INC More: the full row for WATTS WATER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,630 shares; 2024Q4: 5,630 shares; 2025Q1: 5,630 shares; 2025Q2: 5,480 shares; 2025Q3: 5,280 shares; 2025Q4: 5,280 shares 5,280 $1.46M 0.02% 0 Timeline NBN NORTHEAST BK PORTLAND ME More: the full row for NORTHEAST BK PORTLAND ME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,000 shares; 2024Q4: 14,000 shares; 2025Q1: 14,000 shares; 2025Q2: 14,000 shares; 2025Q3: 14,000 shares; 2025Q4: 14,000 shares 14,000 $1.46M 0.02% 0 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,738 shares; 2024Q4: 3,739 shares; 2025Q1: 3,802 shares; 2025Q2: 3,738 shares; 2025Q3: 3,738 shares; 2025Q4: 3,738 shares 3,738 $1.42M 0.02% 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: 25,577 shares; 2024Q4: 23,877 shares; 2025Q1: 20,303 shares; 2025Q2: 17,339 shares; 2025Q3: 17,339 shares; 2025Q4: 17,339 shares 17,339 $1.41M 0.02% 0 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,335 shares; 2024Q4: 4,260 shares; 2025Q1: 4,265 shares; 2025Q2: 4,265 shares; 2025Q3: 4,160 shares; 2025Q4: 4,159 shares 4,159 $1.4M 0.02% -1 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,093 shares; 2024Q4: 7,462 shares; 2025Q1: 6,204 shares; 2025Q2: 6,147 shares; 2025Q3: 6,563 shares; 2025Q4: 6,213 shares 6,213 $1.39M 0.02% -350 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: 9,292 shares; 2024Q4: 9,292 shares; 2025Q1: 8,213 shares; 2025Q2: 8,187 shares; 2025Q3: 8,005 shares; 2025Q4: 7,876 shares 7,876 $1.38M 0.02% -129 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,929 shares; 2024Q4: 19,683 shares; 2025Q1: 17,110 shares; 2025Q2: 14,659 shares; 2025Q3: 14,397 shares; 2025Q4: 13,736 shares 13,736 $1.37M 0.02% -661 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,114 shares; 2024Q4: 40,179 shares; 2025Q1: 33,046 shares; 2025Q2: 22,734 shares; 2025Q3: 17,030 shares; 2025Q4: 17,203 shares 17,203 $1.37M 0.02% +173 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: 6,821 shares; 2024Q4: 6,821 shares; 2025Q1: 6,439 shares; 2025Q2: 6,458 shares; 2025Q3: 6,439 shares; 2025Q4: 6,439 shares 6,439 $1.34M 0.02% 0 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,771 shares; 2024Q4: 10,751 shares; 2025Q1: 10,721 shares; 2025Q2: 10,981 shares; 2025Q3: 10,756 shares; 2025Q4: 9,416 shares 9,416 $1.33M 0.02% -1,340 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: 8,438 shares; 2024Q4: 7,004 shares; 2025Q1: 5,119 shares; 2025Q2: 6,972 shares; 2025Q3: 6,602 shares; 2025Q4: 5,479 shares 5,479 $1.33M 0.02% -1,123 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: 28,493 shares; 2024Q4: 27,508 shares; 2025Q1: 26,987 shares; 2025Q2: 25,497 shares; 2025Q3: 24,297 shares; 2025Q4: 24,605 shares 24,605 $1.31M 0.02% +308 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: 14,659 shares; 2024Q4: 14,659 shares; 2025Q1: 14,356 shares; 2025Q2: 12,818 shares; 2025Q3: 13,925 shares; 2025Q4: 14,297 shares 14,297 $1.28M 0.02% +372 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,481 shares; 2024Q4: 36,941 shares; 2025Q1: 34,941 shares; 2025Q2: 32,456 shares; 2025Q3: 32,456 shares; 2025Q4: 32,456 shares 32,456 $1.27M 0.02% 0 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: 13,196 shares; 2024Q4: 8,616 shares; 2025Q1: 5,720 shares; 2025Q2: 7,412 shares; 2025Q3: 6,937 shares; 2025Q4: 6,844 shares 6,844 $1.27M 0.02% -93 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: 1,288 shares; 2024Q4: 1,418 shares; 2025Q1: 1,431 shares; 2025Q2: 1,819 shares; 2025Q3: 1,419 shares; 2025Q4: 1,430 shares 1,430 $1.26M 0.02% +11 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: 11,740 shares; 2024Q4: 11,718 shares; 2025Q1: 11,748 shares; 2025Q2: 11,748 shares; 2025Q3: 11,748 shares; 2025Q4: 11,728 shares 11,728 $1.24M 0.01% -20 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,867 shares; 2025Q3: 5,617 shares; 2025Q4: 5,609 shares 5,609 $1.2M 0.01% -8 Timeline HTD HANCOCK JOHN TAX-ADVANTAGED More: the full row for HANCOCK JOHN TAX-ADVANTAGED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,000 shares; 2024Q4: 50,000 shares; 2025Q1: 50,000 shares; 2025Q2: 50,000 shares; 2025Q3: 50,000 shares; 2025Q4: 50,000 shares 50,000 $1.18M 0.01% 0 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,332 shares; 2024Q4: 9,157 shares; 2025Q1: 8,783 shares; 2025Q2: 7,947 shares; 2025Q3: 7,222 shares; 2025Q4: 17,173 shares 17,173 $1.17M 0.01% +9,951 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,001 shares; 2024Q4: 34,001 shares; 2025Q1: 34,001 shares; 2025Q2: 34,001 shares; 2025Q3: 34,001 shares; 2025Q4: 25,100 shares 25,100 $1.15M 0.01% -8,901 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: 21,245 shares; 2024Q4: 22,462 shares; 2025Q1: 19,927 shares; 2025Q2: 21,984 shares; 2025Q3: 21,984 shares; 2025Q4: 19,815 shares 19,815 $1.14M 0.01% -2,169 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: 3,303 shares; 2024Q4: 3,303 shares; 2025Q1: 3,754 shares; 2025Q2: 3,754 shares; 2025Q3: 3,864 shares; 2025Q4: 7,728 shares 7,728 $1.11M 0.01% +3,864 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,426 shares; 2024Q4: 21,176 shares; 2025Q1: 21,546 shares; 2025Q2: 23,046 shares; 2025Q3: 21,546 shares; 2025Q4: 21,512 shares 21,512 $1.09M 0.01% -34 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: 2,764 shares; 2024Q4: 3,567 shares; 2025Q1: 3,759 shares; 2025Q2: 3,756 shares; 2025Q3: 3,356 shares; 2025Q4: 3,409 shares 3,409 $1.09M 0.01% +53 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: 2,453 shares; 2024Q4: 3,032 shares; 2025Q1: 2,782 shares; 2025Q2: 2,882 shares; 2025Q3: 2,882 shares; 2025Q4: 2,602 shares 2,602 $1.03M 0.01% -280 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: 6,329 shares; 2024Q4: 6,229 shares; 2025Q1: 6,211 shares; 2025Q2: 5,898 shares; 2025Q3: 5,898 shares; 2025Q4: 5,756 shares 5,756 $1.02M 0.01% -142 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: 5,038 shares; 2024Q4: 5,322 shares; 2025Q1: 3,562 shares; 2025Q2: 3,362 shares; 2025Q3: 3,228 shares; 2025Q4: 3,062 shares 3,062 $1.01M 0.01% -166 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: 27,810 shares; 2024Q4: 26,845 shares; 2025Q1: 24,612 shares; 2025Q2: 24,441 shares; 2025Q3: 23,295 shares; 2025Q4: 20,508 shares 20,508 $1.01M 0.01% -2,787 Timeline AMG AFFILIATED MANAGERS GROUP More: the full row for AFFILIATED MANAGERS GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,650 shares; 2024Q4: 3,650 shares; 2025Q1: 3,500 shares; 2025Q2: 3,500 shares; 2025Q3: 3,500 shares; 2025Q4: 3,500 shares 3,500 $1.01M 0.01% 0 Timeline RAL RALLIANT CORP More: the full row for RALLIANT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,535 shares; 2025Q4: 19,226 shares 19,226 $979K 0.01% -309 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,550 shares; 2024Q4: 5,550 shares; 2025Q1: 5,550 shares; 2025Q2: 5,550 shares; 2025Q3: 5,550 shares; 2025Q4: 5,550 shares 5,550 $973K 0.01% 0 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: 7,689 shares; 2024Q4: 9,110 shares; 2025Q1: 7,689 shares; 2025Q2: 7,689 shares; 2025Q3: 7,689 shares; 2025Q4: 7,767 shares 7,767 $957K 0.01% +78 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,373 shares; 2024Q4: 12,373 shares; 2025Q1: 12,373 shares; 2025Q2: 13,818 shares; 2025Q3: 13,118 shares; 2025Q4: 12,869 shares 12,869 $953K 0.01% -249 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: 6,711 shares; 2024Q4: 6,786 shares; 2025Q1: 6,797 shares; 2025Q2: 7,047 shares; 2025Q3: 7,123 shares; 2025Q4: 6,946 shares 6,946 $896K 0.01% -177 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: 13,412 shares 13,412 $877K 0.01% new Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,882 shares; 2024Q4: 6,912 shares; 2025Q1: 6,912 shares; 2025Q2: 6,906 shares; 2025Q3: 3,975 shares; 2025Q4: 3,900 shares 3,900 $870K 0.01% -75 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,265 shares; 2024Q4: 10,091 shares; 2025Q1: 10,028 shares; 2025Q2: 10,335 shares; 2025Q3: 10,838 shares; 2025Q4: 10,933 shares 10,933 $851K 0.01% +95 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,691 shares; 2024Q4: 9,022 shares; 2025Q1: 9,537 shares; 2025Q2: 10,712 shares; 2025Q3: 10,647 shares; 2025Q4: 10,360 shares 10,360 $850K 0.01% -287 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: 23,024 shares; 2024Q4: 23,024 shares; 2025Q1: 23,090 shares; 2025Q2: 23,024 shares; 2025Q3: 23,359 shares; 2025Q4: 23,359 shares 23,359 $847K 0.01% 0 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: 19,225 shares; 2024Q4: 16,295 shares; 2025Q1: 17,092 shares; 2025Q2: 15,627 shares; 2025Q3: 15,232 shares; 2025Q4: 15,432 shares 15,432 $844K 0.01% +200 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: 2,094 shares; 2024Q4: 2,024 shares; 2025Q1: 2,027 shares; 2025Q2: 2,786 shares; 2025Q3: 3,224 shares; 2025Q4: 2,464 shares 2,464 $826K 0.01% -760 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,423 shares; 2024Q4: 8,423 shares; 2025Q1: 8,423 shares; 2025Q2: 8,423 shares; 2025Q3: 8,403 shares; 2025Q4: 8,373 shares 8,373 $811K 0.01% -30 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 750 shares; 2025Q3: 750 shares; 2025Q4: 750 shares 750 $802K 0.01% 0 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,078 shares; 2024Q4: 23,499 shares; 2025Q1: 18,285 shares; 2025Q2: 17,514 shares; 2025Q3: 17,364 shares; 2025Q4: 14,803 shares 14,803 $797K 0.01% -2,561 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,127 shares; 2024Q4: 8,471 shares; 2025Q1: 7,134 shares; 2025Q2: 4,146 shares; 2025Q3: 3,007 shares; 2025Q4: 2,861 shares 2,861 $787K 0.01% -146 Timeline BSM BLACK STONE MINERALS L P More: the full row for BLACK STONE MINERALS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,966 shares; 2024Q4: 58,966 shares; 2025Q1: 58,966 shares; 2025Q2: 58,966 shares; 2025Q3: 58,966 shares; 2025Q4: 58,966 shares 58,966 $784K 0.01% 0 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,214 shares; 2024Q4: 4,214 shares; 2025Q1: 4,214 shares; 2025Q2: 4,214 shares; 2025Q3: 4,214 shares; 2025Q4: 4,214 shares 4,214 $769K 0.01% 0 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,621 shares; 2024Q4: 2,625 shares; 2025Q1: 2,621 shares; 2025Q2: 2,611 shares; 2025Q3: 2,611 shares; 2025Q4: 2,611 shares 2,611 $757K 0.01% 0 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares 1 $755K 0.01% 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: 6,250 shares; 2024Q4: 6,289 shares; 2025Q1: 5,842 shares; 2025Q2: 5,781 shares; 2025Q3: 5,781 shares; 2025Q4: 5,781 shares 5,781 $737K 0.01% 0 Timeline PHO 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: 12,200 shares; 2024Q4: 12,200 shares; 2025Q1: 12,200 shares; 2025Q2: 12,200 shares; 2025Q3: 10,500 shares; 2025Q4: 10,400 shares 10,400 $732K 0.01% -100 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,786 shares; 2024Q4: 2,786 shares; 2025Q1: 2,786 shares; 2025Q2: 2,786 shares; 2025Q3: 2,786 shares; 2025Q4: 2,786 shares 2,786 $706K 0.01% 0 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,588 shares; 2024Q4: 6,950 shares; 2025Q1: 6,790 shares; 2025Q2: 6,790 shares; 2025Q3: 6,790 shares; 2025Q4: 6,790 shares 6,790 $678K 0.01% 0 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: 3,726 shares; 2024Q4: 3,726 shares; 2025Q1: 3,726 shares; 2025Q2: 3,786 shares; 2025Q3: 3,725 shares; 2025Q4: 3,675 shares 3,675 $666K 0.01% -50 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,799 shares; 2024Q4: 4,814 shares; 2025Q1: 4,781 shares; 2025Q2: 4,781 shares; 2025Q3: 4,781 shares; 2025Q4: 4,766 shares 4,766 $657K 0.01% -15 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,712 shares; 2024Q4: 3,715 shares; 2025Q1: 3,715 shares; 2025Q2: 3,712 shares; 2025Q3: 2,600 shares; 2025Q4: 2,600 shares 2,600 $656K 0.01% 0 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,814 shares; 2024Q4: 20,814 shares; 2025Q1: 20,814 shares; 2025Q2: 19,550 shares; 2025Q3: 19,550 shares; 2025Q4: 19,550 shares 19,550 $646K 0.01% 0 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,429 shares; 2024Q4: 2,397 shares; 2025Q1: 2,397 shares; 2025Q2: 2,352 shares; 2025Q3: 2,272 shares; 2025Q4: 2,231 shares 2,231 $642K 0.01% -41 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: 4,724 shares; 2024Q4: 4,698 shares; 2025Q1: 4,098 shares; 2025Q2: 3,500 shares; 2025Q3: 3,530 shares; 2025Q4: 3,500 shares 3,500 $637K 0.01% -30 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,053 shares; 2024Q4: 5,933 shares; 2025Q1: 2,933 shares; 2025Q2: 2,931 shares; 2025Q3: 2,931 shares; 2025Q4: 2,931 shares 2,931 $626K 0.01% 0 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,773 shares; 2024Q4: 10,540 shares; 2025Q1: 9,494 shares; 2025Q2: 9,444 shares; 2025Q3: 9,244 shares; 2025Q4: 6,804 shares 6,804 $612K 0.01% -2,440 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: 25,015 shares; 2024Q4: 16,478 shares; 2025Q1: 16,185 shares; 2025Q2: 11,506 shares; 2025Q3: 10,108 shares; 2025Q4: 9,430 shares 9,430 $601K 0.01% -678 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: 1,222 shares; 2024Q4: 1,236 shares; 2025Q1: 1,236 shares; 2025Q2: 1,276 shares; 2025Q3: 1,281 shares; 2025Q4: 1,267 shares 1,267 $594K 0.01% -14 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: 7,836 shares; 2024Q4: 7,836 shares; 2025Q1: 7,836 shares; 2025Q2: 7,836 shares; 2025Q3: 7,836 shares; 2025Q4: 7,836 shares 7,836 $576K 0.01% 0 Timeline QTEC 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: 2,493 shares; 2024Q4: 2,493 shares; 2025Q1: 2,493 shares; 2025Q2: 2,493 shares; 2025Q3: 2,493 shares; 2025Q4: 2,493 shares 2,493 $574K 0.01% 0 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 707 shares; 2024Q4: 707 shares; 2025Q1: 707 shares; 2025Q2: 707 shares; 2025Q3: 707 shares; 2025Q4: 707 shares 707 $572K 0.01% 0 Timeline TER TERADYNE INC More: the full row for TERADYNE 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: 2,955 shares; 2025Q3: 2,955 shares; 2025Q4: 2,955 shares 2,955 $572K 0.01% 0 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,617 shares; 2024Q4: 6,778 shares; 2025Q1: 6,349 shares; 2025Q2: 6,062 shares; 2025Q3: 6,546 shares; 2025Q4: 6,520 shares 6,520 $569K 0.01% -26 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: 2,720 shares; 2024Q4: 2,734 shares; 2025Q1: 2,771 shares; 2025Q2: 2,771 shares; 2025Q3: 2,771 shares; 2025Q4: 2,757 shares 2,757 $565K 0.01% -14 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: 4,230 shares; 2024Q4: 4,555 shares; 2025Q1: 4,616 shares; 2025Q2: 4,356 shares; 2025Q3: 4,356 shares; 2025Q4: 4,356 shares 4,356 $556K 0.01% 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: 2,600 shares; 2024Q4: 2,937 shares; 2025Q1: 2,600 shares; 2025Q2: 2,600 shares; 2025Q3: 2,600 shares; 2025Q4: 2,600 shares 2,600 $551K 0.01% 0 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,221 shares; 2024Q4: 12,221 shares; 2025Q1: 11,645 shares; 2025Q2: 11,645 shares; 2025Q3: 11,737 shares; 2025Q4: 8,005 shares 8,005 $537K 0.01% -3,732 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: 1,504 shares; 2024Q4: 1,504 shares; 2025Q1: 1,516 shares; 2025Q2: 1,516 shares; 2025Q3: 1,516 shares; 2025Q4: 1,501 shares 1,501 $530K 0.01% -15 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,965 shares; 2024Q4: 5,965 shares; 2025Q1: 5,965 shares; 2025Q2: 5,965 shares; 2025Q3: 5,965 shares; 2025Q4: 5,965 shares 5,965 $529K 0.01% 0 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,493 shares; 2024Q4: 2,503 shares; 2025Q1: 2,467 shares; 2025Q2: 2,452 shares; 2025Q3: 2,452 shares; 2025Q4: 2,442 shares 2,442 $524K 0.01% -10 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: 686 shares; 2024Q4: 686 shares; 2025Q1: 686 shares; 2025Q2: 981 shares; 2025Q3: 981 shares; 2025Q4: 695 shares 695 $524K 0.01% -286 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: 4,539 shares; 2024Q4: 4,475 shares; 2025Q1: 4,475 shares; 2025Q2: 4,475 shares; 2025Q3: 4,456 shares; 2025Q4: 4,505 shares 4,505 $519K 0.01% +49 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: 1,314 shares; 2024Q4: 1,280 shares; 2025Q1: 1,183 shares; 2025Q2: 811 shares; 2025Q3: 838 shares; 2025Q4: 1,053 shares 1,053 $514K 0.01% +215 Timeline BLD TOPBUILD COR More: the full row for TOPBUILD COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,219 shares; 2024Q4: 1,219 shares; 2025Q1: 1,219 shares; 2025Q2: 1,219 shares; 2025Q3: 1,219 shares; 2025Q4: 1,219 shares 1,219 $509K 0.01% 0 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: 11,170 shares; 2024Q4: 11,170 shares; 2025Q1: 10,675 shares; 2025Q2: 10,545 shares; 2025Q3: 10,545 shares; 2025Q4: 10,293 shares 10,293 $492K 0.01% -252 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: 1,918 shares; 2024Q4: 1,918 shares; 2025Q1: 1,818 shares; 2025Q2: 1,832 shares; 2025Q3: 2,145 shares; 2025Q4: 2,145 shares 2,145 $471K 0.01% 0 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,656 shares; 2024Q4: 4,656 shares; 2025Q1: 4,656 shares; 2025Q2: 4,431 shares; 2025Q3: 4,506 shares; 2025Q4: 4,506 shares 4,506 $467K 0.01% 0 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,344 shares; 2024Q4: 4,344 shares; 2025Q1: 4,344 shares; 2025Q2: 4,344 shares; 2025Q3: 4,344 shares; 2025Q4: 4,344 shares 4,344 $465K 0.01% 0 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,459 shares; 2024Q4: 4,557 shares; 2025Q1: 4,107 shares; 2025Q2: 4,657 shares; 2025Q3: 4,657 shares; 2025Q4: 4,621 shares 4,621 $462K 0.01% -36 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 999 shares; 2024Q4: 1,002 shares; 2025Q1: 1,002 shares; 2025Q2: 1,011 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares 1,000 $454K 0.01% 0 Timeline FORM FORMFACTOR INC More: the full row for FORMFACTOR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,000 shares; 2024Q4: 8,000 shares; 2025Q1: 8,000 shares; 2025Q2: 8,000 shares; 2025Q3: 8,000 shares; 2025Q4: 8,000 shares 8,000 $446K 0.01% 0 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 471 shares; 2024Q4: 481 shares; 2025Q1: 426 shares; 2025Q2: 442 shares; 2025Q3: 442 shares; 2025Q4: 442 shares 442 $446K 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: 911 shares; 2024Q4: 911 shares; 2025Q1: 911 shares; 2025Q2: 911 shares; 2025Q3: 911 shares; 2025Q4: 911 shares 911 $438K 0.01% 0 Timeline HIFS HINGHAM INSTN SVGS MASS More: the full row for HINGHAM INSTN SVGS MASS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,525 shares; 2024Q4: 1,525 shares; 2025Q1: 1,525 shares; 2025Q2: 1,525 shares; 2025Q3: 1,525 shares; 2025Q4: 1,525 shares 1,525 $433K 0.01% 0 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: 1,398 shares; 2024Q4: 1,414 shares; 2025Q1: 1,414 shares; 2025Q2: 1,509 shares; 2025Q3: 1,509 shares; 2025Q4: 1,434 shares 1,434 $432K 0.01% -75 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,118 shares; 2024Q4: 1,118 shares; 2025Q1: 1,118 shares; 2025Q2: 1,118 shares; 2025Q3: 1,193 shares; 2025Q4: 1,193 shares 1,193 $430K 0.01% 0 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,803 shares; 2024Q4: 7,803 shares; 2025Q1: 7,158 shares; 2025Q2: 6,908 shares; 2025Q3: 6,428 shares; 2025Q4: 6,298 shares 6,298 $424K 0.01% -130 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: not reported; 2025Q2: not reported; 2025Q3: 1,481 shares; 2025Q4: 1,481 shares 1,481 $423K 0.01% 0 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,345 shares; 2024Q4: 24,345 shares; 2025Q1: 24,551 shares; 2025Q2: 24,345 shares; 2025Q3: 24,345 shares; 2025Q4: 24,345 shares 24,345 $420K 0.01% 0 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,044 shares; 2024Q4: 2,044 shares; 2025Q1: 2,046 shares; 2025Q2: 2,046 shares; 2025Q3: 2,046 shares; 2025Q4: 2,046 shares 2,046 $412K <0.01% 0 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,491 shares; 2024Q4: 8,176 shares; 2025Q1: 8,186 shares; 2025Q2: 7,769 shares; 2025Q3: 6,216 shares; 2025Q4: 4,216 shares 4,216 $412K <0.01% -2,000 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: 37,024 shares; 2024Q4: 34,919 shares; 2025Q1: 12,165 shares; 2025Q2: 10,615 shares; 2025Q3: 11,853 shares; 2025Q4: 11,853 shares 11,853 $412K <0.01% 0 Timeline JILL J JILL INC More: the full row for J JILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,825 shares; 2024Q4: 29,825 shares; 2025Q1: 29,825 shares; 2025Q2: 29,825 shares; 2025Q3: 29,825 shares; 2025Q4: 29,825 shares 29,825 $409K <0.01% 0 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,006 shares; 2024Q4: 5,006 shares; 2025Q1: 5,006 shares; 2025Q2: 5,374 shares; 2025Q3: 4,549 shares; 2025Q4: 4,549 shares 4,549 $396K <0.01% 0 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 843 shares; 2025Q1: 1,120 shares; 2025Q2: 1,016 shares; 2025Q3: 1,016 shares; 2025Q4: 1,016 shares 1,016 $395K <0.01% 0 Timeline FLOT 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: 11,225 shares; 2024Q4: 11,225 shares; 2025Q1: 10,600 shares; 2025Q2: 10,400 shares; 2025Q3: 7,650 shares; 2025Q4: 7,650 shares 7,650 $389K <0.01% 0 Timeline LSEQ HARBOR ETF TRUST More: the full row for HARBOR 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: 14,016 shares 14,016 $387K <0.01% new Timeline TAN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,200 shares; 2024Q4: 8,600 shares; 2025Q1: 8,600 shares; 2025Q2: 8,600 shares; 2025Q3: 7,800 shares; 2025Q4: 7,800 shares 7,800 $383K <0.01% 0 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: 567 shares; 2024Q4: 626 shares; 2025Q1: 626 shares; 2025Q2: 626 shares; 2025Q3: 626 shares; 2025Q4: 619 shares 619 $379K <0.01% -7 Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113,069 shares; 2024Q4: 107,869 shares; 2025Q1: 102,869 shares; 2025Q2: 62,199 shares; 2025Q3: 21,659 shares; 2025Q4: 17,979 shares 17,979 $378K <0.01% -3,680 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,189 shares; 2024Q4: 10,944 shares; 2025Q1: not reported; 2025Q2: 2,746 shares; 2025Q3: 2,746 shares; 2025Q4: 2,746 shares 2,746 $371K <0.01% 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: 355 shares; 2024Q4: 362 shares; 2025Q1: 362 shares; 2025Q2: 307 shares; 2025Q3: 307 shares; 2025Q4: 300 shares 300 $365K <0.01% -7 Timeline SMBC SOUTHERN MO BANCORP INC More: the full row for SOUTHERN MO BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,965 shares; 2024Q4: 6,541 shares; 2025Q1: 6,099 shares; 2025Q2: 6,099 shares; 2025Q3: 6,099 shares; 2025Q4: 6,099 shares 6,099 $361K <0.01% 0 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,111 shares; 2025Q3: 2,111 shares; 2025Q4: 2,111 shares 2,111 $358K <0.01% 0 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,623 shares; 2024Q4: 2,678 shares; 2025Q1: 2,621 shares; 2025Q2: 2,339 shares; 2025Q3: 2,489 shares; 2025Q4: 2,149 shares 2,149 $348K <0.01% -340 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,107 shares; 2024Q4: 2,107 shares; 2025Q1: 2,107 shares; 2025Q2: 2,057 shares; 2025Q3: 2,057 shares; 2025Q4: 2,057 shares 2,057 $347K <0.01% 0 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,125 shares; 2025Q3: 1,125 shares; 2025Q4: 1,159 shares 1,159 $343K <0.01% +34 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: 7,122 shares; 2024Q4: 7,298 shares; 2025Q1: 7,298 shares; 2025Q2: 7,485 shares; 2025Q3: 7,263 shares; 2025Q4: 7,263 shares 7,263 $340K <0.01% 0 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,112 shares; 2024Q4: 11,170 shares; 2025Q1: 4,250 shares; 2025Q2: 4,250 shares; 2025Q3: 4,250 shares; 2025Q4: 4,194 shares 4,194 $337K <0.01% -56 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: not reported; 2024Q4: not reported; 2025Q1: 7,209 shares; 2025Q2: 7,509 shares; 2025Q3: 6,575 shares; 2025Q4: 5,585 shares 5,585 $336K <0.01% -990 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: 1,479 shares; 2024Q4: 1,329 shares; 2025Q1: 1,504 shares; 2025Q2: 1,514 shares; 2025Q3: 1,552 shares; 2025Q4: 1,749 shares 1,749 $335K <0.01% +197 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,375 shares; 2024Q4: 2,375 shares; 2025Q1: 2,375 shares; 2025Q2: 2,375 shares; 2025Q3: 2,375 shares; 2025Q4: 2,375 shares 2,375 $332K <0.01% 0 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,039 shares; 2024Q4: 4,189 shares; 2025Q1: 3,808 shares; 2025Q2: 3,658 shares; 2025Q3: 3,279 shares; 2025Q4: 3,173 shares 3,173 $325K <0.01% -106 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,755 shares; 2024Q4: 2,380 shares; 2025Q1: 2,380 shares; 2025Q2: 2,380 shares; 2025Q3: 2,380 shares; 2025Q4: 2,380 shares 2,380 $325K <0.01% 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: not reported; 2025Q1: not reported; 2025Q2: 1,839 shares; 2025Q3: 1,839 shares; 2025Q4: 1,819 shares 1,819 $323K <0.01% -20 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: 1,666 shares; 2024Q4: 1,866 shares; 2025Q1: 1,539 shares; 2025Q2: 1,539 shares; 2025Q3: 1,469 shares; 2025Q4: 1,469 shares 1,469 $319K <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: not reported; 2025Q2: 3,800 shares; 2025Q3: 3,800 shares; 2025Q4: 3,800 shares 3,800 $318K <0.01% 0 Timeline SGI SOMNIGROUP INTERNATIONAL INC More: the full row for SOMNIGROUP INTERNATIONAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,540 shares; 2025Q1: 3,540 shares; 2025Q2: 3,540 shares; 2025Q3: 3,540 shares; 2025Q4: 3,540 shares 3,540 $316K <0.01% 0 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 310 shares; 2024Q4: 328 shares; 2025Q1: 291 shares; 2025Q2: 308 shares; 2025Q3: 308 shares; 2025Q4: 3,323 shares 3,323 $312K <0.01% +3,015 Timeline ENTG ENTEGRIS INC More: the full row for ENTEGRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,457 shares; 2024Q4: 3,436 shares; 2025Q1: 3,434 shares; 2025Q2: 3,434 shares; 2025Q3: 3,659 shares; 2025Q4: 3,659 shares 3,659 $308K <0.01% 0 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: 3,741 shares 3,741 $305K <0.01% new 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: 11,794 shares; 2024Q4: 11,818 shares; 2025Q1: 11,218 shares; 2025Q2: 11,127 shares; 2025Q3: 11,219 shares; 2025Q4: 7,487 shares 7,487 $301K <0.01% -3,732 Timeline MORN MORNINGSTAR INC More: the full row for MORNINGSTAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,734 shares; 2024Q4: 1,609 shares; 2025Q1: 1,509 shares; 2025Q2: 1,374 shares; 2025Q3: 1,374 shares; 2025Q4: 1,359 shares 1,359 $295K <0.01% -15 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,475 shares; 2024Q4: 3,440 shares; 2025Q1: 3,515 shares; 2025Q2: 4,715 shares; 2025Q3: 3,515 shares; 2025Q4: 2,175 shares 2,175 $295K <0.01% -1,340 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: 1,384 shares; 2024Q4: 1,334 shares; 2025Q1: 1,234 shares; 2025Q2: 1,119 shares; 2025Q3: 987 shares; 2025Q4: 987 shares 987 $285K <0.01% 0 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG 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: 6,500 shares; 2025Q4: 6,500 shares 6,500 $283K <0.01% 0 Timeline PDP 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: 2,419 shares; 2024Q4: 2,419 shares; 2025Q1: 2,419 shares; 2025Q2: 2,419 shares; 2025Q3: 2,419 shares; 2025Q4: 2,419 shares 2,419 $282K <0.01% 0 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR 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: 3,731 shares; 2025Q3: 3,731 shares; 2025Q4: 3,731 shares 3,731 $281K <0.01% 0 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,330 shares; 2024Q4: 1,337 shares; 2025Q1: 1,337 shares; 2025Q2: 1,325 shares; 2025Q3: 1,325 shares; 2025Q4: 1,318 shares 1,318 $279K <0.01% -7 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: not reported; 2024Q4: 884 shares; 2025Q1: 884 shares; 2025Q2: 884 shares; 2025Q3: 884 shares; 2025Q4: 884 shares 884 $278K <0.01% 0 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,587 shares; 2024Q4: 3,587 shares; 2025Q1: 3,587 shares; 2025Q2: 3,572 shares; 2025Q3: 3,572 shares; 2025Q4: 3,572 shares 3,572 $277K <0.01% 0 Timeline MGRC MCGRATH RENTCORP More: the full row for MCGRATH RENTCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,600 shares; 2024Q4: 2,600 shares; 2025Q1: 2,600 shares; 2025Q2: 2,600 shares; 2025Q3: 2,600 shares; 2025Q4: 2,600 shares 2,600 $273K <0.01% 0 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,508 shares; 2025Q3: 4,508 shares; 2025Q4: 4,508 shares 4,508 $272K <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: 4,618 shares; 2024Q4: 4,598 shares; 2025Q1: 3,612 shares; 2025Q2: 3,127 shares; 2025Q3: 3,102 shares; 2025Q4: 2,204 shares 2,204 $271K <0.01% -898 Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,000 shares; 2025Q2: 6,000 shares; 2025Q3: 6,000 shares; 2025Q4: 6,000 shares 6,000 $267K <0.01% 0 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,605 shares; 2024Q4: 10,958 shares; 2025Q1: 10,930 shares; 2025Q2: 11,880 shares; 2025Q3: 7,930 shares; 2025Q4: 6,940 shares 6,940 $266K <0.01% -990 Timeline GRAL GRAIL INC More: the full row for GRAIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,108 shares 3,108 $266K <0.01% new 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: 5,352 shares; 2024Q4: 5,365 shares; 2025Q1: 4,400 shares; 2025Q2: 3,400 shares; 2025Q3: 3,278 shares; 2025Q4: 3,278 shares 3,278 $259K <0.01% 0 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,471 shares; 2024Q4: 19,971 shares; 2025Q1: 12,200 shares; 2025Q2: 12,200 shares; 2025Q3: 10,700 shares; 2025Q4: 10,700 shares 10,700 $257K <0.01% 0 Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,840 shares; 2025Q1: 1,840 shares; 2025Q2: 1,793 shares; 2025Q3: 1,793 shares; 2025Q4: 1,793 shares 1,793 $256K <0.01% 0 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,110 shares; 2024Q4: 3,573 shares; 2025Q1: 3,981 shares; 2025Q2: 3,380 shares; 2025Q3: 3,380 shares; 2025Q4: 3,200 shares 3,200 $254K <0.01% -180 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 355 shares; 2025Q3: 440 shares; 2025Q4: 307 shares 307 $252K <0.01% -133 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,880 shares; 2024Q4: 2,880 shares; 2025Q1: 2,880 shares; 2025Q2: 2,880 shares; 2025Q3: 2,880 shares; 2025Q4: 2,880 shares 2,880 $251K <0.01% 0 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,337 shares 2,337 $250K <0.01% new Timeline DNA GINKGO BIOWORKS HOLDINGS INC More: the full row for GINKGO BIOWORKS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,750 shares; 2024Q4: 30,000 shares; 2025Q1: 30,000 shares; 2025Q2: 30,000 shares; 2025Q3: 30,000 shares; 2025Q4: 30,000 shares 30,000 $249K <0.01% 0 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,270 shares; 2024Q4: 7,290 shares; 2025Q1: 7,338 shares; 2025Q2: 7,290 shares; 2025Q3: 7,290 shares; 2025Q4: 7,270 shares 7,270 $246K <0.01% -20 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: 3,162 shares; 2024Q4: 3,162 shares; 2025Q1: 3,162 shares; 2025Q2: 2,565 shares; 2025Q3: 2,565 shares; 2025Q4: 2,551 shares 2,551 $245K <0.01% -14 Timeline VNT VONTIER CORPORATION More: the full row for VONTIER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,502 shares; 2024Q4: 6,502 shares; 2025Q1: 6,502 shares; 2025Q2: 6,502 shares; 2025Q3: 6,502 shares; 2025Q4: 6,502 shares 6,502 $242K <0.01% 0 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,453 shares; 2025Q2: 2,605 shares; 2025Q3: 2,605 shares; 2025Q4: 2,538 shares 2,538 $241K <0.01% -67 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,956 shares; 2024Q4: 1,956 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,802 shares 1,802 $236K <0.01% new Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,008 shares; 2025Q4: 5,008 shares 5,008 $232K <0.01% 0 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 177 shares; 2025Q1: 177 shares; 2025Q2: 178 shares; 2025Q3: 174 shares; 2025Q4: 174 shares 174 $231K <0.01% 0 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,202 shares; 2025Q2: 11,802 shares; 2025Q3: 10,658 shares; 2025Q4: 8,413 shares 8,413 $231K <0.01% -2,245 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: 3,970 shares; 2024Q4: 3,970 shares; 2025Q1: 3,870 shares; 2025Q2: 3,870 shares; 2025Q3: 3,870 shares; 2025Q4: 3,870 shares 3,870 $227K <0.01% 0 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: 4,131 shares; 2024Q4: 4,131 shares; 2025Q1: 4,070 shares; 2025Q2: 4,020 shares; 2025Q3: 3,889 shares; 2025Q4: 3,049 shares 3,049 $224K <0.01% -840 Timeline SPYM 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: 4,219 shares; 2024Q4: 4,475 shares; 2025Q1: 4,275 shares; 2025Q2: 4,275 shares; 2025Q3: 2,775 shares; 2025Q4: 2,786 shares 2,786 $223K <0.01% +11 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,300 shares; 2024Q4: 14,900 shares; 2025Q1: 11,500 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares 10,000 $223K <0.01% 0 Timeline SRRK SCHOLAR ROCK HLDG CORP More: the full row for SCHOLAR ROCK HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,000 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,000 shares 5,000 $220K <0.01% new Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,715 shares; 2024Q4: 4,715 shares; 2025Q1: 4,715 shares; 2025Q2: 4,715 shares; 2025Q3: 5,119 shares; 2025Q4: 3,619 shares 3,619 $218K <0.01% -1,500 Timeline FDN 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: 805 shares; 2025Q3: 805 shares; 2025Q4: 805 shares 805 $217K <0.01% 0 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,456 shares; 2025Q4: 1,456 shares 1,456 $216K <0.01% 0 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 813 shares; 2024Q4: 815 shares; 2025Q1: 815 shares; 2025Q2: 813 shares; 2025Q3: 613 shares; 2025Q4: 613 shares 613 $216K <0.01% 0 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,029 shares; 2025Q2: 4,029 shares; 2025Q3: 4,029 shares; 2025Q4: 4,029 shares 4,029 $215K <0.01% 0 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,600 shares; 2024Q4: 7,600 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,600 shares 7,600 $215K <0.01% new Timeline DEA EASTERLY GOVT PPTYS INC More: the full row for EASTERLY GOVT PPTYS 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: 9,910 shares; 2025Q3: 9,910 shares; 2025Q4: 9,910 shares 9,910 $210K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,998 shares; 2025Q4: 2,998 shares 2,998 $208K <0.01% 0 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,975 shares; 2025Q2: not reported; 2025Q3: 1,942 shares; 2025Q4: 1,961 shares 1,961 $204K <0.01% +19 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 399 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 324 shares; 2025Q4: 324 shares 324 $202K <0.01% 0 Timeline XEXGX EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,500 shares; 2024Q4: 11,500 shares; 2025Q1: 11,500 shares; 2025Q2: 11,500 shares; 2025Q3: 11,500 shares; 2025Q4: 11,500 shares 11,500 $110K <0.01% 0 Timeline CMPX COMPASS THERAPEUTICS INC More: the full row for COMPASS THERAPEUTICS 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: 15,000 shares; 2025Q4: 19,000 shares 19,000 $102K <0.01% +4,000 Timeline AMCOR PLC AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,500 shares; 2024Q4: 11,500 shares; 2025Q1: 11,500 shares; 2025Q2: 11,500 shares; 2025Q3: 11,500 shares; 2025Q4: 11,500 shares 11,500 $95.9K <0.01% 0